How to get utility data into Portfolio Manager

Download this PDF to learn options for getting data into Portfolio Manager, whether its uploading new buildings for the first time or updating existing buildings. It summarizes the three ways to enter energy and water data for your property or portfolio:

  • Enter data manually (create/update one meter at a time)
  • Upload data using spreadsheet templates (create/update multiple meters at once)
  • Work with third-party providers that exchange data directly with Portfolio Manager via web services

Complete this spreadsheet to have new properties automatically uploaded into your account for the first time. It's intended to be a simpler, quicker method than manually entering each new building.

When you benchmark your building in Portfolio Manager, one of the key metrics you’ll see is energy use intensity, or EUI. Essentially, the EUI expresses a building’s energy use as a function of its size or other characteristics.

For most property types in Portfolio Manager, the EUI is expressed as energy per square foot per year. It’s calculated by dividing the total energy consumed by the building in one year (measured in kBtu or GJ) by the total gross floor area of the building.

Resource Type: 

When you benchmark your building in Portfolio Manager, one of the key metrics you’ll see is energy use intensity, or EUI. Essentially, the EUI expresses a building’s energy use as a function of its size or other characteristics.

For most property types in Portfolio Manager, the EUI is expressed as energy per square foot per year. It’s calculated by dividing the total energy consumed by the building in one year (measured in kBtu or GJ) by the total gross floor area of the building.

Resource Type: 

The U.S. Environmental Protection Agency (EPA) defines green power as electricity generated from renewable resources, such as solar, wind, geothermal, low-impact biomass, and low-impact hydro resources. Whereas energy efficiency measures may be implemented to reduce the overall energy use in your building, the purchase of green power helps to reduce the environmental impacts associated with the generation of electricity for use in your building. This document describes the specific requirements for benchmarking green power in Portfolio Manager.

Resource Type: 

The energy used in commercial buildings accounts for roughly one quarter of worldwide emissions of the greenhouse gases (GHG) linked to global climate change, making buildings an important part of your GHG inventory. In order to help you assess the emissions footprint associated with your energy consumption, Portfolio Manager incorporates a number of metrics to quantify these emissions and provide you with an understanding of how they are generated.

Resource Type: 

Commercial buildings all use different mixes of energy including electricity, natural gas, fuel oil, district steam, and many others. In order to evaluate energy performance for these buildings, we have to express all of these different energy types in a single common unit. Source energy is the most equitable unit of evaluation, and enables a complete assessment of energy efficiency.

Resource Type: 

For consistency and comparability, all energy performance metrics in Portfolio Manager reports are expressed in either thousand British thermal units (kBtu) or billion joules (GJ) and are annualized to 12 calendar months. However, in most cases your energy bills are not presented in these units and are not tied to calendar months. Therefore, a series of procedures is applied to make these conversions.

Portfolio Manager offers three main meter types, based on the most common ways buildings receive energy:

Resource Type: 

The climate of the area where your property is located and the annual fluctuations you experience in weather conditions can affect how much energy you need to operate your buildings. Portfolio Manager includes metrics designed to incorporate these effects and help you understand your energy performance. These procedures rely on temperature data collected by weather monitoring stations and published by the National Climatic Data Center (NCDC), which is part of the National Oceanic and Atmospheric Administration (NOAA).

Resource Type: 

EPA’s 1 - 100 ENERGY STAR score is an external benchmark for assessing the performance of commercial buildings. The ENERGY STAR score, expressed as a number on a simple 1 - 100 scale, rates performance on a percentile basis: buildings with a score of 50 perform better than 50% of their peers; buildings earning a score of 75 or higher are in the top quartile of energy performance.

Resource Type: