> ## Documentation Index
> Fetch the complete documentation index at: https://docs.speckle.systems/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> These docs describe Speckle as it works today, including everything released in 2026.9. Treat page content as current unless the page or section says it applies only to versions published before 2026.9.
> Content scoped to versions published before 2026.9 (the object graph and root object, Proxies, Receive2, operations.receive, object.children) applies only to model versions in that earlier data format. For versions published in 2026.9, answer from the Object model pages and the SDK migration guides.
> The What's new pages summarise what changed in 2026.9 and link to the page that documents each change. Answer from the linked page rather than from the summary. Legacy (v2) connectors are retired; send questions about them to the community help forum.
> Match guidance to the customer's deployment, model data format, connector, plan and permissions. Self-hosted servers on a release before 2026.9 and compatibility-mode workflows follow the Compatibility mode page. If an unknown version or data format changes the answer, ask one focused question; do not infer the deployment version from the date alone.

# Benchmark a project against your portfolio with Speckle Intelligence

> Pin a library of past-project figures as Knowledge so Chat can tell you how the project you're looking at compares, instead of exporting each project by hand to compare them.

Chat answers questions about one project at a time — see [Ask questions about your models with
Speckle Intelligence](/analytics/intelligence#where-to-ask). It is not a portal onto every project
in the workspace. So "how does this compare to our past work" is not something Chat can answer
from the live model alone — it needs a benchmark to compare against. This page pins that benchmark
as Knowledge so the comparison happens inside the conversation you're already having, instead of a
separate export-and-compare step.

<Note>
  On a self-hosted Speckle Enterprise Server, your server administrator turns on Intelligence and
  connects it to your organisation's AI provider. See [Enable
  Intelligence](/developers/server/deployment/enterprise-license#enable-intelligence).
</Note>

<Info>
  This pins a static benchmark library for comparison inside Chat. To watch several **live**
  projects side by side in one view instead — combined totals or a difference view, updating as
  those projects change — use [Perform portfolio
  analysis](/analytics/dashboards/common-workflows#perform-portfolio-analysis) in Dashboards.
</Info>

## What this workflow does

* **Maintain a benchmark library** — a spreadsheet or warehouse table of figures from past
  projects (steel tonnage, embodied carbon, cost per m², whatever your team tracks).
* **Ask in project scope** — Chat reads the project you have open plus the pinned library, and
  compares the two.
* **Flag outliers** — ask for what's unusual, not just the raw comparison.
* **Keep the library current** — point Chat at a live warehouse table instead of a static file if
  the benchmark should update as finance or a data team refreshes it.

## Walkthrough

<Steps>
  <Step title="Build the benchmark library">
    Export or maintain a table of the metric you want to benchmark — one row per past project,
    with the figure your team already tracks (steel tonnage, embodied carbon per m², cost per
    unit). A spreadsheet is fine to start; a Databricks, Snowflake, or Microsoft Fabric table keeps
    it current without re-uploading.
  </Step>

  <Step title="Pin it as Knowledge on a skill">
    Create a skill and pin the library as
    [Knowledge](/analytics/intelligence-skills#what-you-can-attach). Tell the skill, in your own
    language, which column is which project and which is the metric, and how you want the
    comparison framed — a ratio, a percentile, or a plain "higher/lower than average". See [Reuse
    organisation playbooks with Intelligence skills](/analytics/intelligence-skills).
  </Step>

  <Step title="Ask the comparison">
    Open the project you want to check, arm the skill, and ask:

    > How does this project compare to our past hospital projects on steel tonnage?

    Intelligence reads the current project's data plus the pinned library and answers within that
    one conversation — you don't export either side by hand.
  </Step>

  <Step title="Ask for the outlier read, not just the number">
    Keep going:

    > Is that difference something worth flagging?

    Because the comparison basis is the library you pinned — not a guess — Intelligence can say
    where this project sits against it, and say so in the vocabulary your skill defined.
  </Step>
</Steps>

## When you need several live projects in one view

A pinned library is a snapshot — accurate as of when you last updated it. If you want combined
totals or a difference view across several **live** projects that stays current as those projects
change, that is a Dashboards job: [Perform portfolio
analysis](/analytics/dashboards/common-workflows#perform-portfolio-analysis) adds a Model Viewer
per project and uses **Aggregate** or **Compare** mode across them.

## FAQ

<AccordionGroup>
  <Accordion title="Can Chat compare live projects to each other directly, without a pinned library?">
    Not in one conversation — Chat answers about the project you have open, not several projects at
    once. Pin a benchmark library so the comparison basis travels with the skill, or use [Perform
    portfolio analysis](/analytics/dashboards/common-workflows#perform-portfolio-analysis) in
    Dashboards when you want several live projects in one view instead.
  </Accordion>

  <Accordion title="How fresh does the benchmark library need to be?">
    As fresh as you keep it. A static spreadsheet is a snapshot as of upload. Point the skill's
    Knowledge at a live warehouse table instead if the benchmark should update automatically.
  </Accordion>

  <Accordion title="Does this need a version in the 2026.9 data format?">
    The current project does. Comparing versions or reading model relationships needs the data
    format introduced in 2026.9. See [Speckle's new data model](/workspaces/data-model-migration).
  </Accordion>

  <Accordion title="Can I share this comparison with people who don't have Chat access?">
    Save the conversation as a [Report](/analytics/reports) and share it — viewing a saved report
    does not need the viewer to run their own Chat turn.
  </Accordion>
</AccordionGroup>

## See also

* [Ask questions about your models with Speckle Intelligence](/analytics/intelligence)
* [Reuse organisation playbooks with Intelligence skills](/analytics/intelligence-skills)
* [Create and share Intelligence Reports](/analytics/reports)
* [Perform portfolio analysis](/analytics/dashboards/common-workflows#perform-portfolio-analysis)
  — the live, multi-project dashboard route


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