Portfolio Manager
®
301
Learning Objectives
In this session, you will learn about EPA’s ENERGY STAR
Portfolio Manager tool and how to:
• Update data using the spreadsheet upload feature
• Set baseline, goals, and targets to plan energy
improvements
• Create custom reporting templates
• Use the Sustainable Buildings Checklist
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• Update data using the spreadsheet upload feature
• Set baseline, goals, and targets to plan energy
improvements
• Create custom reporting templates
• Use the Sustainable Buildings Checklist
How To
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Create property records
(add new records to account)
a) Download spreadsheet
b) Fill in data
c) Upload to PM
Create meters
Add consumption to meters
Edit basic property information
Update property use details
a) Select properties to update
b) Download custom spreadsheet
c) Fill in data
d) Upload to PM
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Action
Process
Update data using the spreadsheet upload feature
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Scroll to
Manage
Portfolio
menu
Update data using the spreadsheet upload feature
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Spreadsheet Upload Overview
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• Read the Instructions tab.
• At a minimum, complete the green required fields on the
Properties tab.
• Don’t make any format changes to the spreadsheet.
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Upload filled out
templates:
Select Template
Upload
Add New Properties: Upload Completed Spreadsheet
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Add Meters/ Add Bill Data/ Edit Basic Property Info
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Add Bills to Existing Meters: Create Custom Upload
Template
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• Read the Instructions tab.
• At a minimum, complete the green required fields.
• Don’t make any format changes to the spreadsheet.
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Select the
upload type
then
“Upload”
Status of
upload
appears here
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Upload filled out
templates:
Select Template
Upload
Add Bills to Existing Meters: Upload Spreadsheet
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Pop Quiz!
1. When using the spreadsheet upload feature, you should do which
of the following?
a. Use the template provided in Portfolio Manager without
making any changes to the format of the spreadsheet
b. Use your own template
c. Only fill out some of the required fields
d. Use formulas for numeric values
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Pop Quiz!
1. When using the spreadsheet upload feature, you should do which
of the following?
a. Use the template provided in Portfolio Manager without
making any changes to the format of the spreadsheet
b. Use your own template
c. Only fill out some of the required fields
d. Use formulas for numeric values
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Using a different template, only filling out some required
fields, or changing formatting or formulas can prevent
your upload from being successful.
Set a Portfolio Baseline and/or Target
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Set One Baseline and Target for All Properties
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Property Goals Tab: View Specific Property Goals &
Improvements
Goals tab at
the Property
level
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Add/Edit Baselines or Targets
Choose baselines
or let Portfolio
Manager select
automatically
Target Options
• Target ENERGY
STAR Score
• Target % Better
than Baseline
• Target % Better
than Median
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Pop Quiz!
2. True or False: When setting energy and water baselines, you must
select the same date for all properties in your Portfolio Manager
account.
a. True
b. False
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Pop Quiz!
2. True or False: When setting energy and water baselines, you must
select the same date for all properties in your Portfolio Manager
account.
a. True
b. False
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You can choose to set baselines across your entire
portfolio, or individually at the property level! At the
portfolio level, you can select “Let Portfolio Manager
automatically set my baselines” or “Leave property-
specific baselines as currently set,” which will apply
different baselines according to what is in each property
record.
How To
• Update data using spreadsheet upload feature
• Set baseline, goals, and targets to plan energy
improvements
• Create custom reporting templates
• Use the Sustainable Buildings Checklist
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Download Entire Portfolio
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Download Property to Excel
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Energy Meter Tab
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Manage Portfolio
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Analyze Progress and Performance on the
Reporting Tab
Choose from
Pre-set
Chart &
Graph
Options
View and
Download
Performance
Documents
View and
Use
Standard
Reports
Generate
Custom
Report
Templates
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View and
Use Custom
Report
Templates
ENERGY STAR Performance Documents
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Charts & Graphs
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“Standard” ENERGY STAR Reports
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New Key
Explains
Report Icons
Important
Information
Called Out
in Bold
Custom Reports
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New Key
Explains
Report Icons
Important
Information
Called Out
in Bold
Custom Reporting
• Create report template
• Use your template to
– Generate a custom report
– Share your template
– Request data from others
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Custom Reporting
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Generate
Custom
Report
Templates
Custom Templates
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Electric Demand Metrics also available in custom
reports
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Use Your Template
New
template
appears
on “My
Custom
Reports”
tab
Click links or
use drop-down
menu to share
your template
with others,
request data
from other
users, or
generate a
spreadsheet
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Share Template
Share with a Contact; or
Generate a link in Portfolio
Manager that allows any user
to copy the template to their
account
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Name Your
Request
Verify Data
• Timeframe
• Locations
• Info and Metrics
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Request Data Using Template
Request Data Using Template
Identify
Contact
Provide
instructions
“Save” or
“Create
Link” to
request data
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Publish Data Request
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Specific
Instructions
for your
Respondents
Data Request Created
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Managing Your Data Request
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Responding to Data Requests
• For more information on responding
to data requests, please reference
www.energystar.gov/buildings/traini
ng for:
• Print resource titled: “How to
Respond to Data Requests in
Portfolio Manager”
• 5 minute video titled: “How to
Respond to a Data Request in
Portfolio Manager”
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Pop Quiz!
3. True or False: You can only generate reports in
Portfolio Manager using the pre-defined templates.
a. True
b. False
4. If you need access to specific data points from
properties outside your organization, which of the
following is the best approach to obtain this
information?
a. Have other Portfolio Managers share their
property records with you
b. Initiate a Portfolio Manager Data Request
c. Have other Portfolio Managers transfer their
property records to you
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Pop Quiz!
3. True or False: You can only generate reports in
Portfolio Manager using the pre-defined templates.
a. True
b. False
4. If you need access to specific data points from
properties outside your organization, which of the
following is the best approach to obtain this
information?
a. Have other Portfolio Managers share their
property records with you
b. Initiate a Portfolio Manager Data Request
c. Have other Portfolio Managers transfer their
property records to you
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You can create custom reporting
templates on the “Reporting” tab.
Sharing and
transferring property
records will give you,
at a minimum, read-
access to the entire
property. If you only
need specific data
points or metrics for
your reporting, it is
best to initiate a Data
Request.
How To
• Update data using spreadsheet upload feature
• Set baseline, goals, and targets to plan energy
improvements
• Create custom reporting templates
• Use the Sustainable Buildings Checklist
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What is the Sustainable Buildings Checklist?
• United States Federal High Performance Sustainable Buildings
Checklist (Guiding Principles Checklist) now available to all
property types
• Assist owners/managers with evaluating sustainability in
existing buildings
• Encouraged for all properties; used by U.S. Federal buildings
to comply with requirements
Use the Sustainable Buildings Checklist to:
• Conduct initial and final building walkthrough assessments
• Track and easily view progress on each guiding principle
• Upload compliance documents to the repository for record keeping
• Create a portfolio-wide sustainability roll-up report
• Review up-to-date energy and water metrics generated by Portfolio
Manager
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Access the Sustainable Buildings Checklist
Click on the
“Goals” tab for a
specific property
and scroll to the
bottom of the
page
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Start the Sustainable Buildings Checklist
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Complete Checklist Step by Step
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Pop Quiz!
5. True or False: Using the Sustainable Buildings Checklist in
Portfolio Manager is not required in order to obtain ENERGY STAR
Certification for a property.
a. True
b. False
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Pop Quiz!
5. True or False: Using the Sustainable Buildings Checklist in
Portfolio Manager is not required in order to obtain ENERGY STAR
Certification for a property.
a. True
b. False
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You do not need to use the Sustainable
Buildings Checklist to obtain ENERGY STAR
Certification. However, it can be a valuable tool
to evaluate your building’s sustainability.
Recap
• In this training, we learned how to:
– Update data using the spreadsheet upload feature
– Set baseline, goals, and targets to plan energy
improvements
– Create custom reporting templates
– Use the Sustainable Buildings Checklist
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Extra Help
• Visit: http://www.energystar.gov/buildingshelp
• Additional Portfolio Manager training resources available at:
www.energystar.gov/buildings/training
– Step-by-step documents (PDF)
– Recorded webinars and short training videos
• Register for regular webinars at:
http://esbuildings.webex.com
• Portfolio Manager Technical Reference Series:
http://www.energystar.gov/index.cfm?c=evaluate_performan
ce.bus_portfoliomanager_model_tech_desc
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