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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

Portfolio Manager reference documents

  • List of Portfolio Manager property types
  • List of Portfolio Manager property types, definitions, and use details  
  • Full list of Portfolio Manager custom reporting metrics
  • List of Portfolio Manager alerts

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United States Environmental Protection Agency Department of Energy, United States of America