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Streamline Portfolio Manager Data Entry with Automated Uploads
This PowerPoint presentation provides an overview of Portfolio Manager’s data exchange platform and key information to assess how your organization can take advantage of automated uploads.
How to Apply for the ENERGY STAR
Use this 43-slide presentation to help you and your colleagues gain a better understanding on the value of ENERGY STAR certification, eligibility for certification, how to apply for ENERGY STAR certification in Portfolio Manager, and how to track the status of applications.
How to Track Waste and Materials Management in Portfolio Manager
This PowerPoint presentation covers the basics on how to track waste and materials in ENERGY STAR Portfolio Manager.
Overview of ENERGY STAR for buildings and plants
Use this annotated presentation to give your audience an overview of the ENERGY STAR program for commercial buildings and plants. The slides include key facts and figures, information about Portfolio Manager and ENERGY STAR recognition, and important resources to help building owners and managers save money and energy.
Overview of Portfolio Manager
Use this annotated presentation to provide your audience with an overview of Portfolio Manager---including where it is used, who uses it, and why; the metrics it provides; and ways to get data into the tool.
Portfolio Manager 101: Set up properties and meters, generate reports
Use this 59-slide presentation to learn the basics on EPA's ENERGY STAR Portfolio Manager tool. By the end of the presentation, you will know how to add a property and enter its use details, enter energy and water consumption data, and generate reports to assess progress.
Portfolio Manager 201: Edit and correct property data, use data quality checker, share properties
Use this 62-slide presentation to build upon the concepts covered in Portfolio Manager 101. Learn about EPA's ENERGY STAR Portfolio Manager tool and how to edit property data, correct or update property use details, use the Data Quality Checker, and share property data.
Verifying the ENERGY STAR Certification Application
This annotated 52-slide presentation provides an overview of the Licensed Professional’s responsibilities and role in the process of verifying an application for ENERGY STAR certification. The presentation gives an overview of the site visit and how to conduct a through and systematic review of the property, as well as some of the details of the property - basic property information, applicable indoor environmental standards, property use details, and, most importantly, the whole building energy consumption. The presentation concludes with a brief description of the audit process.
Portfolio Manager 301: Update data, set baselines, goals, and targets, create custom reports, use the Sustainable Buildings Checklist
Use this 55-slide presentation to build upon the concepts learned in Portfolio Manager 101 and 201. Learn more 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 improvement; create custom reports; and use the Sustainable Buildings Checklist.
How to Connect and Share with a Web Services Provider
Many utilities and third-party service providers exchange data directly with their customers’ Portfolio Manager accounts via web services. This 6-page guide will walk you through how to set up a connection with the web service provider’s account and share access to the relevant Portfolio Manager records.
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