How to set up your property in Portfolio Manager
Last updated: 11-18-2020

Use this three-page guide to walk through the steps of setting up your property record in ENERGY STAR® Portfolio Manager®. It summarizes two ways to set up your property, including manual data entry in Portfolio Manager, and the use of spreadsheet upload templates to import property information into Portfolio Manager.
Download "How to set up your property in Portfolio Manager" here. (PDF, 448.38 KB )