Portfolio Manager 101 Learning Objectives In this session
Portfolio Manager 101
Learning Objectives • In this session, you will become familiar with EPA’s ENERGY STAR® Portfolio Manager® tool and learn how to: – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 2
ENERGY STAR Commercial Buildings Program • Offers a strategic approach to energy management • Enables building owners, managers, and tenants to save money & protect the environment • Provides organizations with measurable information on energy savings and greenhouse gas emissions reductions from commercial buildings • Builds on strong ENERGY STAR brand recognition • ENERGY STAR on a building = Superior Energy Performance • Benchmarking is the first step 3
Value of Benchmarking Consistent benchmarking in buildings results in energy savings and improved performance Source: http: //www. energystar. gov/ia/business/downloads/datatrends /Data. Trends_Savings_20121002. pdf? 8 d 81 -8322 4
• Management Tool – Helps business and organizations by offering a platform to: – – – Assess whole building energy and water consumption Track changes in energy, water, greenhouse gas emissions, and cost over time Track green power purchase Share/report data with others Create custom reports Apply for ENERGY STAR certification • Metrics Calculator – Provides key performance metrics to integrate into a strategic management plan – – Energy consumption (source, site, weather normalized) Water consumption (indoor, outdoor) Greenhouse gas emissions (indirect, total, avoided) ENERGY STAR 1 -to-100 score (available for many building types) Accessible in a free, online secure platform: www. energystar. gov/benchmark 5
Understand Comparative Performance • ALL buildings can be benchmarked • Benchmarking through Portfolio Manager enables you to: – Compare one building against a national sample of similar buildings – Compare all of your buildings of a similar type to each other – Set priorities and targets for the use of limited staff time and/or investment capital – Track performance over time and gain recognition 6
To Get Started Benchmarking in Portfolio Manager • Helpful data to have on hand – Property Information • Function • Name, street address, ZIP/postal code – Property type data • Gross floor area • Use details (ex. weekly operating hours, number of computers, number of workers on the main shift, etc) – Energy consumption data • Property-specific invoice information from all purchased and on-site generated energy for all fuel types 7
How To – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 8
Navigate the New Portfolio Manager Five portfolio level tabs Five property tabs Intuitive navigation – multiple ways to get to the same place 9
Navigate the New Portfolio Manager Portfolio level 10
Navigate the New Portfolio Manager Property level 11
Get Data In • 3 ways to enter data for your property or portfolio: 1. Enter data manually 2. Upload data using spreadsheet templates 3. Work with 3 rd party providers that exchange data directly with Portfolio Manager via web services 12
Get Data In: Manually with the help of Portfolio Manager prompts 13
Get Data In: Spreadsheet Upload 14
Get Data In: ENERGY STAR Web Services • Enables energy service companies and utilities to exchange data with Portfolio Manager to – Manage building and energy data for customers – Access the ENERGY STAR score and other performance metrics from Portfolio Manager • Users taking advantage of web services must “connect” and “share” with their web service provider 15
How To – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 16
Add a Property 17
Add a Property: Existing Property 18
Basic Property Information 19
Check the Statements that Apply 20
Enter Values for Property Use Details 21
My. Portfolio: Property Summary Tab 22
Add and Set up a Property: More than One Building 23
New Campus Features 24
How To – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 25
My. Portfolio: Property Meters Tab 26
Add Meters 27
Answer Questions About Energy Use in Your Property 28
Enter Additional Information 29
About Your Meters 30
Click in Table to Edit Meter Information 31
Add Energy Consumption Information Expand meter by clicking arrow 32
Add Meter Entries and Fill in Data Click the “+” to add entries Upload a spreadsheet, using template 33
Meters to add to Total Consumption 34
Property Meters Tab: Meters Added and Displayed Notification Click for details 35
View Meter Data and Manage Bills for Your Property 36
How To – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 37
How to Share Properties • 3 Steps: 1. Confirm you are connected to the person you want to share with on the Contacts page. “Add Contact” to send a connection request if needed. 2. Share one or more of your properties with your connected contacts & specify the level of access the contacts have to view and edit your properties 3. Review shared properties on the Sharing tab 38
Add and Connect with Contacts 39
Find Contacts 40
Send Connection Request to Contact 41
Connection Request Confirmed 42
Contact Receives and Accepts Connection Request 43
Connection Confirmed 44
Sharing Tab – Overview 45
Share Your Property: Multiple Properties One Property Multiple Properties All Properties 46
Share Your Property: Multiple Properties 47
Choose Permissions – Option 1 48
Choose Permissions – Option 2 Click arrow to show/hide permission options Choose permissions 49
Sharing Notifications Appear in Both Accounts User who shares a property receives a notification User with whom a property is shared also receives a notification 50
Edit/Update Sharing Permissions 51
Sharing Rules: Granting and Editing Access Level Ability to Edit Share Permissions Property Data Administrator Can edit anyone’s sharing permissions Full Access Can edit anyone’s sharing permissions except for the Property Data Administrator Read Only Cannot edit anyone’s access Custom Can only edit sharing permissions for those people with whom they share Exchange Data Can only edit sharing permissions for those people with whom they share No one can edit access for the Property Data Administrator 52
Share Forward • Full Access – Always includes the ability to share forward • Read Only Access – Never includes the ability to share forward • Custom Access – Ability to share forward is an optional right – You choose if you want people to share forward • Exchange Data – Ability to share forward is an optional right – You choose if you want people to share forward 53
Transfer Ownership 54
Transfer Ownership 55
How To – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 56
Reporting Tab Choose from Pre-set Chart & Graph options Download Performance Documents Create and generate Templates & Reports 57
Reporting Tab: Charts & Graphs • Each of the figures can be printed or downloaded for easy insertion into a presentation or document • If you scroll down on the page, you can view and export the raw data for the charts & graphs 58
Reporting Tab Choose from Pre-set Chart & Graph options Download Performance Documents Create and generate Templates & Reports 59
Standard Reports • • Performance Highlights Energy Performance Emissions Performance Water Performance Fuel Performance ENERGY STAR Certification Status Partner of the Year Report Sustainable Buildings Checklist Report 60
How To – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 61
Responding to Data Requests 62
Data Request Preview Reporting Tab Data Request displays in “Templates & Reports” list 63
Respond to Data Request 64
Recap • We learned how to: – Navigate the new Portfolio Manager – Add a property and enter details about it – Enter energy and water consumption data – Share properties – Generate performance reports to assess progress – Respond to data requests 65
Extra Help • Visit: www. energystar. gov/buildingshelp • Additional Portfolio Manager training resources available at: www. energystar. gov/buildings/training – Step-by-step documents (PDF) – Recorded webinars and short training videos • Register for regular webinars at: http: //esbuildings. webex. com • Portfolio Manager Technical Reference Series: http: //www. energystar. gov/index. cfm? c=evaluate_performance. bus_portfoliomanager_model_tech_desc 66
Thank you for Attending! Questions? If you have any questions on Portfolio Manager or the ENERGY STAR program, contact us at: www. energystar. gov/Buildings. Help 67
- Slides: 67
