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.
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.
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.
Use this fact sheet to find utilities in your region that offer energy data access solutions. The document linked below provides a complete listing of all known utilities providing customers with energy benchmarking data, including whether the utility provides customers with data in spreadsheet format or delivers data directly into customers’ Portfolio Manager accounts via web services. Contact information and additional resources for each utility are also included where available.
Web services providers can benefit from understanding how connecting and sharing works from the perspective of both the user and the provider. This document explains how users can connect with a web services provider in Portfolio Manager, and then share properties and/or meters with the provider, as well as how the provider can then accept or reject the offer.