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Portfolio Manager Upgrade

In July 2013, EPA will release a complete upgrade for its popular Portfolio Manager tool. This tool, currently in use by more than 40,000 individual accounts to measure, track, assess, and report on the energy and water performance of more than 250,000 commercial buildings, will get the full treatment: a new interface, streamlined functionality, and improved usability.

**Note: The Portfolio Manager Upgrade will launch on July 10, 2013. Portfolio Manager will be unavailable from June 26 through July 9, 2013 to allow for the migration of data to the new, upgraded Portfolio Manager.

Project Timeline

Portfolio Manager Upgrade Timeline

What Will Be Upgraded?

  1. Database architecture
  2. System Processing
  3. Web Services (formerly known as Automated Benchmarking Services (ABS))
  4. User Interface
    1. Simpler, more streamlined functionality
    2. Easier-to-generate, graphical reports
    3. Improved sharing features

What Will NOT Change?

  1. Your Data — all of your data will be transferred to the new system
  2. Portfolio Manager Metrics — our calculations behind the ENERGY STAR 1–100 scale are not changing

Quick Links

Portfolio Manager Upgrade Fact Sheet PDF (717KB)

Frequently Asked Questions PDF (89KB) — Compiled from previous webinars

List of 80+ Function Types PDF (157KB)

Web Services:

Data Trends (New! Released Oct 2012)

Quarterly Update Webinars

Past Update Webinars:

April 2013

A summary of what you need to know to get ready for the July launch of the Upgrade: trainings, schedules, and a final sneak preview.
Download slides PDF (477KB)
Watch recorded webinar presentation Windows Media Player

December 2012

In lieu of a webinar, we’ve created a 2-page summary on our recent progress, including plans for Target Finder, new features for pre-construction design projects, and the new Federal Sustainability Checklist for existing buildings.
December 2012 Update PDF (515KB)

September 2012

A look at new reporting features and automated data quality checks.
Download slides PDF (1.38MB)
Watch recorded webinar presentation Windows Media Player

June 2012

The first live demonstration.
Download slides PDF (1.6MB)
Watch recorded webinar presentation Windows Media Player

April 2012

A look at the new organization of content and features.
Download slides PDF (1.6MB)
Watch recorded webinar presentation Windows Media Player

December 2011

A first look at EPA’s Portfolio Manager Upgrade
Download slides PDF (887KB)
Watch presentation Windows Media Player

FAQs on the July Update

Upcoming Training:

Check back in late May for these Training Documents:

  • Quick Start Guide
  • Step-by-Step guide to adding properties
  • Important tips

More training to follow in June…

What is Portfolio Manager?

Portfolio Manager is EPA’s online management and tracking tool for energy and water. By entering in building characteristics, operational characteristics, and energy or water usage data, users can:

  • Assess whole building energy and water consumption
  • Track changes in energy, water, greenhouse gas emissions, and cost over time
  • Track green power purchases
  • Create custom reports
  • Share data with others

Portfolio Manager offers a wide variety of performance metrics, including:

  • Energy consumption
  • Water consumption
  • Greenhouse gas emissions
  • ENERGY STAR energy performance score, (available for certain building types), which rates a building on a scale of 1-100 relative to its peers. A score of 75 or higher makes a building eligible to earn EPA’s ENERGY STAR.