Portfolio Quick Reference (PDF)

See the Quick Reference guide for an overview of the interface.

Introduction to Portfolio

The Portfolio™ landing page displays when you sign in to your PassiveLogic account. It is a web portal to your Quantum™ digital twin projects and the PassiveLogic ecosystem of software tools. 

All PassiveLogic applications throughout the building lifecycle are a view of the same digital twin, which is kept up-to-date through QuantumSync™ data synchronization.

In Portfolio, you can do all of the following and more:

• View and share projects

• Launch Blueprint™ or Creator™ to sketch and collaboratively edit buildings with generative support

• Get iOS download link for the Lens™ app, to scan buildings in minutes (request an invite code from PassiveLogic)

• Launch Live™ to monitor and analyze a deployed building project remotely

• Launch Insights™  to explore and query your digital twin data structure

• Ask questions about your project using Qortex™ (feature in beta development)

Portfolios and projects, including buildings scanned with Lens, are listed in the left panel. Software tools are accessible from icons on the right. 

Selecting a project card lets you see the tool in which it was last opened, plus a fly-out set of choices for other tools you can open it with. 

The Location view lets you browse and open projects in geographical context. 

Key terms

• Portfolio: A group of building projects that you can put together for a particular purpose. A portfolio is simply like a folder to help you organize. When you create an account, you'll see an example portfolio that is created for you. If you delete the last project inside a portfolio, the portfolio is also removed. You can add or rename a portfolio at any time. 
• Project: A single building design or site. When you click a portfolio drawer it opens to display a list of the projects inside, and you can rename projects at any time. Quantum Lens scans appear in Portfolio as new projects. You can also begin a new project when you click the Blueprint of Creator icons. Building projects are Quantum Digital Twins stored in the database for your account or for a shared organization.
  
  You can share your projects with others by entering their email and choosing the level of access you want them to have.
  See Managing portfolios and projects.
• Demo project: An example project provided for reference. When you create a PassiveLogic account, you have a portfolio and project created for you, and you may have access to see examples. 
• Project card: A representation of your project showing name and the geometry or a photo (add photos using Lens mobile app). The software icon on the card shows which tool it was opened in last. Click it for a flyaway set of icons showing all the tools you can use. Double-click any of them to open the project. 
• Deployed: A building project that is operating at a physical site is listed as "Deployed," versus a project that is still in "Design." Deployed projects are partially locked to keep a runtime system stable, and can only be opened in Live or Insights.
• Organization: When you create a new account, a default personal organization is automatically created, with you as the only member. You can share your individual projects with others; contact your PassiveLogic representative to get access to creating shared organizations, for a group of users who can collaborate on all the org's PassiveLogic projects. 
• Account: Your account user profile is where you can change the name, image, email, or password.

All the applications are available here

Lens mobile app (QR code to download)

The Lens iOS mobile app scans your building in minutes, to create an accurate and fully defined digital twin using technology that’s in your pocket. It also lets you tag, track, and auto-recognize equipment and identify points of interest to inventory everything in one place (including Sense Nano devices).

Click the Lens logo on the right in Portfolio to get a download link (ask your PassiveLogic representative for an invite). The portfolios you create and the buildings you scan in Lens will appear in Portfolio alongside your other projects. If you want to snap or upload a photo to represent the building, use Lens.

If you need to pause a scan, you can return and complete a portion at a time in multiple sessions in Lens, until the project is edited in Blueprint or Creator. In the future, you will be able to add scans even after the building has been edited elsewhere. 

See Lens Getting Started.

Blueprint

Blueprint lets you do generative building design to create your digital twin. Place it on a site in landscape context, visualize the sunpath based on geolocation, and simulate building environment for chosen dates/times during the year using local average weather information. 

Click the Blueprint icon to start a project, or select an existing one and click Blueprint to see your building in 2D or 3D, and add floors, zones, and assets.

See Blueprint Getting Started.

Creator

Like Blueprint, Creator lets you do generative building designs but with the addition of no-code control system modeling, generated network diagrams, and I/O configuration. When commissioning is complete, use Creator to deploy your autonomous system from a Hive installed locally, at which point you can monitor, manage, and analyze remotely in the Live application.

Click the Creator™ icon to start a project, or select an existing one and click Creator to continue editing. 

See Creator Getting Started.

Live

Projects in Portfolio that are currently running in a real building are listed as Deployed. These buildings are managed using Live™, which lets you monitor your system and adds the ability to view and analyze your live data. Deployed buildings are locked to maintain the stability of a working system, with the exception of comfort settings. When deployed and operational at a physical site, your digital twin can be opened only with Live or Insights.

See Live Getting Started.

Insights

Select a project and click the Insights™ icon to explore the data structure of Quantum and your digital twin. The Ontology Graph Explorer provides an interactive visual relationship view of the domains, object types, attributes, and relationships of the Quantum data model. You can query your data using the Query Builder, which provides a graphical interface for creating a GraphQL query, or write and test your own GraphQL queries.

See Insights Getting Started.

Workflows: Choose your own adventure

Because each PassiveLogic application is simply a different lens into the same up-to-date digital twin, you can choose the way you want to work without having to send files to colleagues or export to different formats at every stage. Your model works throughout the building lifecycle--from scan or sketch to simulation, control diagrams, generative network planning, commissioning, and deployment. Use the software tools in the way that's best for you.

• For example, one workflow can be Lens → Creator → Live. If you have a building with no existing detailed plans, you can scan it with the Lens iPhone app to create a 3D model that actually has physics built in. Then you can open it in Creator, plan your PassiveLogic hardware install, commission, and deploy. Using the operational BIM you created with generative AI support, you can then manage and analyze your site remotely using the Live application. 
• Another workflow can be Blueprint → Creator → Live → Insights. You can sketch your building design in Blueprint, situate it geographically in a world model, and do blazing-fast energy simulations. You can share the project and let people collaborate with you, while the model stays current for everyone with our QuantumSync cloud technology. Open your project in Creator to then map out your system and commission, then deploy and use Live, your runtime application where everyone on your team can monitor your building from afar. Beyond the data you see charted in Live, you can use Insights to make your own custom queries for data at any time. After testing in the Insights IDE, you could set up clients to query data regularly through the Quantum API. 

There are combinations for all your workflows, and our autonomous platform is scalable for any project, from coffee shops to skyscrapers.