Home > Buildings & Plants > Portfolio Manager Overview > 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.
What Will Be Upgraded?
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What Will NOT Change?
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Portfolio Manager Upgrade Fact Sheet
(717KB)
Frequently Asked Questions
(89KB) — Compiled from previous webinars
List of 80+ Function Types
(157KB)
Web Services:
Data Trends (New! Released Oct 2012)
Past Update Webinars:April 2013A summary of what you need to know to get ready for the July launch of the Upgrade: trainings, schedules, and a final sneak preview.
December 2012In 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. September 2012A look at new reporting features and automated data quality checks.
June 2012The first live demonstration.
April 2012A look at the new organization of content and features.
December 2011A first look at EPA’s Portfolio Manager Upgrade
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FAQs on the July UpdateUpcoming Training:Check back in late May for these Training Documents:
More training to follow in June… |
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:
Portfolio Manager offers a wide variety of performance metrics, including: