ENERGY STAR Portfolio Manager 301 : Maximize usage with advanced features

Having learned how to set up a building and maintain accurate details and share records in ENERGY STAR® Portfolio Manager (ESPM), this third and last workshop exposes participants to how they can go further with Portfolio Manager to produce more complex reports and templates as well as begin to set baselines and checklists for their buildings.
During this session, participants are also exposed to the Sustainable Buildings Checklist feature, which helps building and asset managers establish common strategies for operating and maintaining buildings in a sustainable manner with a focus on energy efficiency and water. The Checklist is built around five key markers: integrated assessment and operation principles, optimized energy performance, water conservation, enhanced indoor environmental quality, and reduced environmental impacts.
Portfolio Manager is a management tool designed to measure and assess the energy performance of commercial and institutional buildings. Over the years, Portfolio Manager has grown in popularity and use because it allows the user to ​understand whole building energy use and costs (including water and other materials), compare theirs to other buildings (using a scoring system), set building baselines and targets, track the impacts of reduction strategies, and produce custom reports.​
 

Key Learning Objectives

Through this workshop, participants will learn how to:

• Update data using the spreadsheet upload feature​
• Set baselines, goals, and targets to plan energy improvements​
• Create custom reporting templates​
• Use the Sustainable Building Checklist​
   

Audience

• Building owners and operators
• Public-sector or institutional program managers
• Building managers/supervisors
• Asset and building portfolio managers
• Industrial and water plant operators