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Home » Buildings & Plants » Tools and Resources » Portfolio Manager

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First page of the Sharing Properties Guide.

How to share properties with other users in Portfolio Manager

Use this five-page “how-to”guide for step-by-step instructions on sharing your property(ies) with other users in Portfolio Manager. Learn how to connect with other users, share properties with them, and then manage these properties going forward.

Topic: 
Portfolio Manager
Learn More >
First page of Sustainable Buildings Checklist

How to use the sustainable buildings checklist

The Sustainable Buildings Checklist is a valuable tool for evaluating the sustainability of any type of existing building.

It was first developed to help U.S. federal building managers comply with the Federal Guiding Principles for High Performance Sustainable Buildings. The Guiding Principles establish common strategies for operating and maintaining federal buildings in a sustainable manner and focus on energy efficiency, water conservation, and indoor environmental air quality.

Topic: 
Portfolio Manager
Market sector: 
Federal agencies
Learn More >

How to Use Web Services: Connection and Sharing Guidance for Providers

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
Learn More >

List of ENERGY STAR® Portfolio Manager® Alerts

Did you know that there are more than 70 data quality checks performed in Portfolio Manager? Attached is a complete list of all the alerts that you might see for your property. Reference this guide to get a high-level view of how Portfolio Manager is handling alerts.

Topic: 
Portfolio Manager
Learn More >
PM property types

List of Portfolio Manager property types

Download this two-page list of property types available in ENERGY STAR® Portfolio Manager®. Portfolio Manager contains more than 80 property types to choose from when setting up your property. The expanded list of property types offers you the ability to define and categorize properties.View the list of Portfolio Manager property types, definitions, and use details for more information.
Topic: 
Portfolio Manager
Resource type: 
Technical documentation
Learn More >
PM property types definitions use details

List of Portfolio Manager property types, definitions, and use details

Refer to this 19-page list of property types available in ENERGY STAR® Portfolio Manager®, containing property type definitions and use details. Portfolio Manager contains more than 80 property types to choose from when setting up your property.

 

Topic: 
Portfolio Manager
Learn More >
What is ENERGY STAR for buildings

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.

Topic: 
Portfolio Manager,
Training
Learn More >

Portfolio Manager

EPA's ENERGY STAR Portfolio Manager is a no-cost, interactive energy management tool that allows you to securely track and assess energy and water consumption across your building portfolio. Whether you own, manage, or hold properties for investment, Portfolio Manager can help you set investment priorities, identify under-performing buildings, verify efficiency improvements, and apply for ENERGY STAR certification for superior energy performance.

Topic: 
Portfolio Manager
Learn More >

Portfolio Manager 101: Set up properties and meters, generate reports

Use this 47-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
Learn More >

Portfolio Manager 201: Edit and correct property data, use data quality checker, share properties

Use this 51-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
Learn More >

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