Training

EPA’s ENERGY STAR Portfolio Manager tool helps you measure and track the energy use, water use, waste and materials, and greenhouse gas emissions of your buildings, all in a secure online environment. Get started using Portfolio Manager with videos, guides, and annotated slide sets.

Portfolio Manager “How-to” documents

Getting started

Sharing

Reporting

Applying for recognition

Portfolio Manager annotated slide sets

Portfolio Manager reference documents

Portfolio Manager demonstration videos

Watch video shorts to learn how to use Portfolio Manager. Choose from eight videos that step you through creating a property to creating reports.

Live and recorded training

EPA runs live monthly webinars that cover a range of topics, from how to benchmark in Portfolio Manager to financing energy efficiency improvements to how to engage building occupants. Special topic webinars will also appear, so keep an eye on the schedule!

Summaries of popular webinars

Portfolio Manager 101 
Learn how to navigate Portfolio Manager; add a property and enter details about it; enter energy and water consumption data; and generate template performance reports to assess progress.

Portfolio Manager 201 
Continue to learn about EPA’s ENERGY STAR Portfolio Manager tool, with a deeper dive into more advanced functionalities such as editing property data; correcting and updating property use details; using the data quality checker; and sharing property data.

Portfolio Manager 301
With a good background on the basic functionality of EPA’s ENERGY STAR Portfolio Manager tool, learn about some advanced features including using spreadsheet upload templates to update property data; setting goals and targets to plan energy improvements for properties; creating custom reports; and using the Sustainable Buildings Checklist.

How to Apply for the ENERGY STAR 
Understand the value of the ENERGY STAR certification, see the step-by-step process of applying, and gain tips to help your property get from application to award.

ENERGY STAR and Green Building Rating Systems 
During this session, attendees will learn how to use EPA tools and resources to help meet requirements for green building rating systems such as the U.S. Green Building Council’s Leadership in Energy and Environmental Design (LEED), the Green Globes system, and others.

What You Should Know About Financing Energy Efficiency Upgrades 
Learn how public sector organizations are improving energy efficiency with innovative solutions to financial barriers. Attendees will learn about financing projects in the public and private sectors, the basics of performance contracting, and how EPA’s tools and resources can help you make the decision to improve your facilities now or later.

The Federal Guiding Principles Checklist in ENERGY STAR Portfolio Manager 
This webcast will teach federal energy and sustainability professionals how to use the ENERGY STAR measurement and tracking tool, Portfolio Manager, to help ensure compliance with the Guiding Principles for High Performance Sustainable Buildings required by Executive Orders 13423 and 13514.