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
- Portfolio Manager annotated slide sets
- Portfolio Manager reference documents
- Portfolio Manager demonstration videos
- Live training calendar
Portfolio Manager “How-to” documents
Getting started
- An Overview of Portfolio Manager
- Portfolio Manager quick start guide
- How to benchmark a campus
- How to get utility data into Portfolio Manager
- Portfolio Manager Data Collection Worksheet
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 providers (PDF, 610 KB)
Reporting
- Portfolio Manager standard reports
- 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 the Designed to Earn the ENERGY STAR
Portfolio Manager annotated slide sets
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
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.