How to Set up a Property in Portfolio Manager®

Hello, and welcome to ENERGY STAR’s Portfolio Manager demonstration series. Portfolio Manager is an EPA tool that tracks the energy use, water use, and greenhouse gas emissions of any type of building. Today you’ll learn how to set up a property in Portfolio Manager. To get started, log in to Portfolio Manager, or create a new Portfolio Manager account, by navigating to: There are different options to log into the tool. Access the tool by clicking “Portfolio Manager Login” above the “Training” tab. You can also access Portfolio Manager via the sidebar lower down on this page. Enter your user name and password, or register for a Portfolio Manager account if you are a new user. Once you have entered your username and password, click “Log In” to enter the tool. This will take you to your account landing page, or the MyPortfolio tab, which shows account information at the portfolio level. Since this is the first time we’ve used the account, there is nothing in it yet. However, this page provides spaces for: charts that will track your portfolio’s performance;
account notifications; and, a list of properties in the account. Once you create a new property, it will appear in the list on this page. To create a new property, click the “Add a Property” button. To set up your property, choose the property’s primary function, or main use, from the
drop-down list. Let’s select Supermarket. Next, enter the number of buildings that make up the property. While you can benchmark just part of a building, or a campus made up of multiple buildings, today we will benchmark the Supermarket as a single building. More information about benchmarking a campus is available on our training website. Finally, choose the appropriate construction status for the property. Now click “Get Started!” Next, enter basic information for your property, including location and gross floor area. At the bottom of the page, Portfolio Manager will ask you questions specific to the property type you have selected. This allows the tool to prompt you for necessary information later on in the setup process. In this case, the tool is asking if your property’s energy consumption includes parking areas. If energy use for your parking area is metered separately, EPA recommends you exclude this square footage and energy use. However, if your parking lot is not separately metered, be sure to check this box. On the next page, you’ll see a summary of the property’s basic information, as well as the list of building uses you’ve entered. Here you are prompted to add details specific to each building use, which in this case are the Supermarket and Parking area. If you need clarification about what should be entered for each use detail, mouse over or click the detail name to see the full definition from the
glossary. Be sure to check the Portfolio Manager definition of each use detail because it may differ from the definition you use in the normal course of business. Use details with red asterisks, and those for which you can select to use default values, are required. Use details without the default option are not required. However, they are included here to give you the option to track these details for comparison, normalization, or other purposes. You can add or delete building use types in this view, as well. Just make sure that the total square footage for all building use types, excluding parking, matches the gross square footage entered previously for the entire property; otherwise, you’ll get an error message. When you have entered your information, click “Add Property” to finish creating the property. You’ll next be taken to your new property’s Summary tab. Because you’ve just created the property, and have not yet added energy data, many of the fields on this tab will not be filled in. However, once all data have been added, this tab will serve as a “home base” for your property and will include your property profile, charts that show performance trends, a notification window, a data quality checker, and a summary of shared access to the property. When you do enter energy data, a weather normalized energy use intensity value – or a 1 to 100 ENERGY STAR score – will also appear in the top right-hand side of the page. To view, input, or edit property information, use the Details tab. Here you will see basic property information and your Portfolio Manager ID on the left-hand side of the page. You will also see information about your property’s use, the option to add additional use types to the property, and a drop-down box that allows you to make edits and updates to this information. You can expand this view to show the specific use details you entered earlier for the Supermarket. This tab also includes a chart that compares the gross floor area for the property – which you entered at the very beginning – against the sum of the space assigned to each building use. The goal of this chart is to help you make sure you have accounted for all space on the property. The Meters, Goals, and Design tabs will not be discussed here but are covered in detail in materials on our training website, and discussed in the Portfolio Manager 101 training. The meters tab is also the subject of the next video in the Portfolio Manager demonstration series. Now that we have created this property, it will appear in the list of My Properties on the MyPortfolio tab. From here, using the “Action” drop-down menu next to your property, you can edit or add energy use information, update property use details, set goals, share the property, or add it to a group. You can also click on the property name, which will take you to the property Summary tab, which we just discussed. This concludes our training on “How to Set Up a Property.” If you are ready to enter energy and water meter data into Portfolio Manager, please visit the ENERGY STAR training website to view the next video in this Portfolio Manager demonstration series. For more information about Portfolio Manager, please visit the websites listed here. Thank you.

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