Tools and Resources

8 SEARCH RESULTS

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Utilities Providing Energy Data for Benchmarking in ENERGY STAR Portfolio Manager

Last Updated: 08-27-2021

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.

Topic: Portfolio Manager
Resource Type: Communication tools
Market Sector: Utilities/ Energy efficiency program administrators
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Portfolio Manager Quick Start Guide

Last Updated: 06-25-2021

Follow the steps in this three-page guide to get started using ENERGY STAR Portfolio Manager to benchmark your properties, assess performance, and view results.

Topic: Portfolio Manager
Resource Type: Communication tools
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Streamline Portfolio Manager Data Entry with Automated Uploads

Last Updated: 06-16-2021

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.

Topic: Portfolio Manager, Training
Resource Type: Communication tools
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Portfolio Manager 101: Set up properties and meters, generate reports

Last Updated: 06-16-2021

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.

Topic: Energy management guidance, Portfolio Manager
Resource Type: Communication tools
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Portfolio Manager 201: Edit and correct property data, use data quality checker, share properties

Last Updated: 06-16-2021

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.

Topic: Portfolio Manager
Resource Type: Communication tools
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Portfolio Manager 301: Update data, set baselines, goals, and targets, create custom reports, use the Sustainable Buildings Checklist

Last Updated: 06-16-2021

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.

Topic: Portfolio Manager
Resource Type: Communication tools
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How to Use Web Services: Connection and Sharing Guidance for Providers

Last Updated: 08-27-2020

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.

Topic: Portfolio Manager
Resource Type: Communication tools
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Waste tracking partner communications toolkit

Last Updated: 09-09-2016

Use this toolkit to let your executives, employees, and other stakeholders know that you’re taking another step toward sustainability – and to let them know how they can help! This toolkit contains:

Topic: Portfolio Manager
Resource Type: Communication tools