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

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

Use this 41-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
Learn More >
First page of the Portfolio Manager Custom Reporting Guide.

Portfolio Manager custom reporting guide

Use this five-page guide for step-by-step instructions on how to create a custom report in ENERGY STAR Portfolio Manager. Organizations and buildings are different and have specific needs, that’s why the reporting feature in Portfolio Manager offers a variety of reports and graphics to help you view and share performance metrics to best present your building!

Topic: 
Portfolio Manager
Learn More >
What data is required to benchmark your property?

Portfolio Manager Data Collection Worksheet

You can use this tool to lookup the data needed to benchmark your property in Portfolio Manager.  Additionally you can create a PDF with this information that you can use as a data collection worksheet.

Topic: 
Portfolio Manager
Learn More >
Image of Portfolio Manager Start Guide

Portfolio Manager quick start guide

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

Topic: 
Portfolio Manager
Resource type: 
Communication tools
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Portfolio Manager standard reports

This document describes the capabilities of standard reporting features in Portfolio Manager and includes step-by-step instructions.

Topic: 
Portfolio Manager
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Portfolio Manager Technical Reference: Canadian National Energy Use Intensity

When you benchmark your building in Portfolio Manager, one of the key metrics you’ll see is energy use intensity, or EUI. Essentially, the EUI expresses a building’s energy use as a function of its size or other characteristics.

Topic: 
Portfolio Manager
Resource type: 
Technical documentation
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Portfolio Manager Technical Reference: Climate and Weather

The climate of the area where your property is located and the annual fluctuations you experience in weather conditions can affect how much energy you need to operate your buildings. Portfolio Manager includes metrics designed to incorporate these effects and help you understand your energy performance. These procedures rely on temperature data collected by weather monitoring stations and published by the National Climatic Data Center (NCDC), which is part of the National Oceanic and Atmospheric Administration (NOAA).

Topic: 
Portfolio Manager
Resource type: 
Technical documentation
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Portfolio Manager Technical Reference: ENERGY STAR Score

EPA’s 1 - 100 ENERGY STAR score is an external benchmark for assessing the performance of commercial buildings. The ENERGY STAR score, expressed as a number on a simple 1 - 100 scale, rates performance on a percentile basis: buildings with a score of 50 perform better than 50% of their peers; buildings earning a score of 75 or higher are in the top quartile of energy performance.

Topic: 
Portfolio Manager
Resource type: 
Technical documentation
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Portfolio Manager Technical Reference: Estimating Fuel Mix and Energy Cost - thumbnail

Portfolio Manager Technical Reference: Estimating Fuel Mix and Energy Cost

When establishing energy performance targets early in a project’s design stage, exact fuel mix and energy costs are often not known. In these cases, Portfolio Manager and Target Finder will provide an estimated fuel mix and energy cost to help you assess how to reach your target performance level. Reference this 7-page document for information about using Portfolio Manager and Target Finder to estimate fuel mix and energy cost.

Topic: 
Commercial building design,
Energy management guidance,
Portfolio Manager,
Target Finder
Resource type: 
Technical documentation
Learn More >

Portfolio Manager Technical Reference: Green Power

The U.S. Environmental Protection Agency (EPA) defines green power as electricity generated from renewable resources, such as solar, wind, geothermal, low-impact biomass, and low-impact hydro resources. Whereas energy efficiency measures may be implemented to reduce the overall energy use in your building, the purchase of green power helps to reduce the environmental impacts associated with the generation of electricity for use in your building. This document describes the specific requirements for benchmarking green power in Portfolio Manager.

Topic: 
Portfolio Manager
Resource type: 
Technical documentation
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