How-to Guides
Portfolio Manager “How-to” documents
Getting started
- An overview of Portfolio Manager
- Portfolio Manager quick start guide
- How to benchmark a campus
- How to set up your property in Portfolio Manager
- How to get utility data into Portfolio Manager
- Portfolio Manager data collection worksheet
- How to track electric demand in Portfolio Manager
- How to enter and manage tenant spaces in Portfolio Manager
- How to benchmark on-site renewables in Portfolio Manager
Sharing
- How to share properties with other users in Portfolio Manager
- How to respond to data requests in Portfolio Manager
- How to use web services: Connection and sharing guidance for users
- How to use web services: Connection and sharing guidance for providers
Reporting
- How to generate standard reports and performance documents in Portfolio Manager
- Portfolio Manager custom reporting guide
- How to use the sustainable buildings checklist
Applying for recognition
- Step-by-step guide: How to apply for the ENERGY STAR
- Step-by-step guide: How to apply for Designed to Earn the ENERGY STAR
- Quiz for Licensed Professionals on Verifying Certification Applications for Commercial Buildings
