View portfolio

A portfolio is the representation of a participant’s classified and aggregated distributed services (that have been included in the PMS Portfolio Management System). You can view your portfolio on the Portfolio screen displaying details about the portfolio name, participant ID, services, regions, groups, and NMIs and their associated attributes.

For a list of the attributes, their descriptions and values, see Attribute Descriptions.

You can also:

• Sort the tables by clicking the column headers.

• Search using the Search portfolios box.

• Download and export contents in csv Comma Separated Values. A file format for data using commas as delimiters. format using the Export to CSV button.

Note that aggregated values(for example, total WDR Wholesale Demand Response MRC Maximum Responsive Component) and calculated values (for example, total number of NMIs in a portfolio) are reflective of classified and approved values only. i.e. anything in assessment is not included in these values.