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Portfolio Manager 201
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  1. Portfolio Manager 201

  2. Learning Objectives • In this session, you will learn how to: • Edit property information • Correct or update property use details • Address data quality alerts • Add data using the spreadsheet upload feature • Set baselines and goals on the Planning tab • Analyze progress and performance with Portfolio Manager Reports • Use the Sustainable Buildings Checklist

  3. Portfolio Manager 101 • If you’re brand new to using Portfolio Manager, these resources are a good place to start: • Portfolio Manager 101 webinar • Portfolio Manager Quick Start Guide

  4. How To • Edit property information • Correct or update property use details • Address data quality alerts • Update/add data using the spreadsheet upload feature • Set baselines and goals on the Planning tab • Analyze progress and performance with Portfolio Manager Reports • Use the Sustainable Buildings Checklist

  5. MyPortfolio – Edit Property

  6. Edit Property – Basic Information

  7. Edit Property – Basic Information

  8. Edit Property – Property Use Detail

  9. Tip: Defining Property Use Types • Designate your property’s “Primary Function” • Should best reflect the activity in the majority of your property to receive accurate metrics • More than 80 property types listed • Add additional property types only if needed • Only add a type if the use is substantially different from the property’s primary function • Enter as few uses as needed to reflect current operations in the property • Exception: need to account for vacant space (> 10% of gross floor area) as a separate property use type

  10. Example: Adding a Separate Use Type for Vacant Space in a Building • Scenario • Office Building withGross Floor Area = 100,000 sq. ft. • At time of property set-up, 10,000 sq. ft. are vacant. • Click “Add” to add another use type (“Office”) to account for vacant space.

  11. Example: Adding a Separate Use Type for Vacant Space in a Building • Enter a separate use representing the combined floor area of the vacant space, and enter use details: • Weekly Operating Hours = 0 • Number of Workers on Main Shift = 0 • Number of Computers = 0

  12. Example: Adding a Separate Use Type for Vacant Space in a Building

  13. Example: Adding a Separate Use Type for Vacant Space in aBuilding Example of a property accurately set up, accounting for vacant space, as well as parking

  14. How To • Edit property information • Correct or update property use details • Address data quality alerts • Update/add data using the spreadsheet upload feature • Set baselines and goals on the Planning tab • Analyze progress and performance with Portfolio Manager Reports • Use the Sustainable Buildings Checklist

  15. Correct vs. Update • If you need to make edits to your property use details, you can either “Correct Mistakes” or “Update with New Information” • “Correct Mistakes” changes a value that was entered in error • No historical record of the old value will be kept or factored into your metrics • “Update with New Information” tracks a value that is changing over time • Enter date as of which the new value took effect, so that the tool can account for this

  16. Edit Property – Correct Mistakes Scenario Entered office property use gross floor area as 100,000 sq. ft. when it should have been 1,000,000 sq. ft.

  17. Edit Property – Correct Mistakes

  18. Edit Property – Correct Mistakes

  19. Edit Property – Update with New Information Scenario 7,500 sq. ft. of the vacant space gets leased

  20. Edit Property – Update with New Information Enter the updated value(s) with the correct “Current As Of” date

  21. Edit Property – Update With New Information 2500 97500

  22. Correcting/Updating Properties with Multiple Buildings (Campuses) • In a campus setting, you will need to update/correct use details at both the property level and at the building level • If you make a change at the building level, it will not automatically “roll up” to the property level

  23. How To • Edit property information • Correct or update property use details • Address data quality alerts • Update/add data using the spreadsheet upload feature • Set baselines and goals on the Planning tab • Analyze progress and performance with Portfolio Manager Reports • Use the Sustainable Buildings Checklist

  24. Address Data Quality Alerts • The new Portfolio Manager includes built-in features to help users input data correctly, such as: • Alerts • Tips • Easily accessible definitions • Intended to help catch common data entry mistakes

  25. Gross Floor Area Alert Gross Floor Area originally listed as 100,000 sq. ft. for this property When “Vacant Space” was added, the Gross Floor Area went up to 110,000 sq. ft. Need to edit main “Building Use” to equal 90,000 sq. ft, to keep total floor area consistent

  26. Meter Data Alerts

  27. Data Quality Checker

  28. Data Quality Checker

  29. How To • Edit property information • Correct or update property use details • Address data quality alerts • Update/add data using the spreadsheet upload feature • Set baselines and goals on the Planning tab • Analyze progress and performance with Portfolio Manager Reports • Use the Sustainable Buildings Checklist

  30. Update Data for Many Properties at Once with the Spreadsheet Upload Feature • Add new properties to your account • Download spreadsheet • Fill in property information • Upload spreadsheet • Add meters/edit meter data/edit basic property details for existing properties • Select properties • Download custom spreadsheet • Fill in data • Upload spreadsheet

  31. Update Data for Many Properties at Once with the Spreadsheet Upload Feature Scroll to the bottom of the front page of MyPortfoliotab Click link here

  32. Spreadsheet Upload/Update: Overview

  33. Add New Properties: Download Spreadsheet Template

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

  35. Add New Properties: Upload Completed Spreadsheet Upload filled out templates: • Select Type • Upload

  36. Add Meters / Add Bill Data / Edit Basic Property Info

  37. Add Bills to Existing Meters: Create Custom Upload Template

  38. Add Bills to Existing Meters: Fill Out Spreadsheet Template • 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

  39. Add Bills to Existing Meters: Upload Spreadsheet Upload filled out templates: • Select Type • Upload

  40. How To • Edit property information • Correct or update property use details • Address data quality alerts • Update/add data using the spreadsheet upload feature • Set baselines and goals on the Planning tab • Analyze progress and performance with Portfolio Manager Reports • Use the Sustainable Buildings Checklist

  41. Planning Tab: Portfolio-Level Choose one target or baseline for all properties View property-specific details on targets • View graphs with portfolio-wide information

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

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

  44. How To • Edit property information • Correct or update property use details • Address data quality alerts • Update/add data using the spreadsheet upload feature • Set baselines and goals on the Planning tab • Analyze progress and performance with Portfolio Manager Reports • Use the Sustainable Buildings Checklist

  45. Data Analysis in Portfolio Manager • Ways to analyze progress and performance • Download all portfolio data in Excel (from the MyPortfolio page) • Charts and Graphs • Performance Documents • Standard Reports • Custom Reports

  46. Download Entire Portfolio

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

  48. Charts & Graphs • Source EUI • Site EUI • ENERGY STAR Score Scroll through to see template Charts & Graphs.

  49. Charts & Graphs View data, charts, and graphs Export image files Print reports View and export raw data in Excel, XML, CSV, and PDF

  50. ENERGY STAR Performance Documents