Portfolio Manager ® 301

Learning Objectives In this session, you will learn about some advanced features of EPA’s ENERGY STAR Portfolio Manager tool: –Update data using the spreadsheet upload feature –Set baseline, goals, and targets to plan energy improvements –Create custom reports –Use the Sustainable Buildings Checklist 2

How To Update data using the spreadsheet upload feature Set baseline, goals, and targets to plan energy improvements Create custom reports Use the Sustainable Buildings Checklist 3

Update Data using the spreadsheet upload feature Add new properties to your account ‒ Download spreadsheet ‒ Fill in property information ‒ Upload spreadsheet Add Meters / Add Meter Bills / Edit Basic Property Info / Update Use Details for existing properties ‒ Select properties ‒ Download custom spreadsheet ‒ Fill in data ‒ Upload spreadsheet 4

Update Data for Many Properties at Once with the Spreadsheet Upload Feature 5 Scroll to the bottom of the front page of MyPortfolio tab Click link here

Spreadsheet Upload/Update: Overview 6

Add New Properties: Download Spreadsheet Template 7

Add New Properties: Fill Out Spreadsheet Template Complete rows in Excel spreadsheet with information for your properties: name, address, floor area, etc. 8

Add New Properties: Upload Completed Spreadsheet Upload filled out templates: 9 Select Template Upload

Add Meters / Add Bill Data / Edit Basic Property Info 10

Add Bills to Existing Meters: Create Custom Upload Template 11

Add Bills to Existing Meters: Fill Out Spreadsheet Template 12 Complete rows in Excel spreadsheet with new bill data for each meter Be sure not to add/delete rows or columns, or to change any formatting

Add Bills to Existing Meters: Upload Spreadsheet Upload filled out templates: 13 Select Template Upload

How To Update data using the spreadsheet upload feature Set baseline, goals, and targets to plan energy improvements Create custom reports Use the Sustainable Buildings Checklist 14

Planning Tab: Portfolio-Level 15 Choose one target or baseline for all properties Property- specific details on targets Graphs with portfolio-wide information

Property Goals Tab: View Specific Property Goals & Improvements 16 Download documents Goals tab at the Property level in MyPortfolio

Add/Edit Baselines or Targets 17 Choose baselines or let Portfolio Manager select automatically Target Options Target ENERGY STAR Score Target % Better than Baseline Target % Better than Median

How To Update data using spreadsheet upload feature Set baseline, goals, and targets to plan energy improvements Create custom reports Use the Sustainable Buildings Checklist 18

Download Entire Portfolio 19

Analyze Progress and Performance on the Reporting Tab 20 Choose from Pre-set Chart & Graph options Download Performance Documents Create and generate Templates & Reports

ENERGY STAR Performance Documents 21

Templates & Reports 22

Custom Reporting 23 Create your own report

Custom Reporting Create report template Use your template to –Generate a custom report –Share your template –Request data from others 24

Custom Reporting 25

Use Your Template 26 Bottom of Reporting Tab: new template appears Click links or use drop-down menu to share your template with others, request data from other users, or generate a spreadsheet

Share this Template 27 Share with a Contact; or Generate a link in Portfolio Manager that allows any user to copy the template to their account

Request Data Using this Template 28 Name Your Request Verify Data Timeframe Locations Info and Metrics

Request Data Using this Template (continued) 29 Identify Contact Provide instructions “Save” or “Publish” Request

Publish Data Request 30

Specific Instructions for your Respondents Data Request Created 31

Managing Your Data Request 32

Responding to Data Requests 33 For more information on responding to data requests, please reference for: Print resource titled: “How to Respond to Data Requests in Portfolio Manager” 5 minute video titled: “How to Respond to a Data Request in Portfolio Manager”

How To Update data using spreadsheet upload feature Set baseline, goals, and targets to plan energy improvements Create custom reports Use the Sustainable Buildings Checklist 34

What is the Sustainable Buildings Checklist? United States Federal High Performance Sustainable Buildings Checklist (Guiding Principles Checklist) now available to all property types Assist owners/managers with evaluating sustainability in existing buildings Encouraged for all properties; used by U.S. Federal buildings to comply with requirements Use the Sustainable Buildings Checklist to: Conduct initial and final building walkthrough assessments Track and easily view progress on each guiding principle Upload compliance documents to the repository for record keeping Create a portfolio-wide sustainability roll-up report Review up-to-date energy and water metrics generated by Portfolio Manager 35

Access the Sustainable Buildings Checklist 36 Click on the “Goals” tab for a specific property and scroll to the bottom of the page

Start the Sustainable Buildings Checklist 37

Complete Checklist Step by Step 38

Recap In this training, we learned how to: –Update Data for Many Properties at Once with the Spreadsheet Upload Feature –Set baseline, goals, and targets to plan energy improvements for properties –Create custom reports –Use the Sustainable Buildings Checklist 39

Extra Help Visit: Additional Portfolio Manager training resources available at: –Step-by-step documents (PDF) –Recorded webinars and short training videos Register for regular webinars at: Portfolio Manager Technical Reference Series: s_portfoliomanager_model_tech_desc s_portfoliomanager_model_tech_desc 40

Thank you for attending! 41 Questions? If you have any questions on Portfolio Manager or the ENERGY STAR program, contact us at: