How to Update Portfolio Manager
To log in:
1) Go to The portfolio manager login page at: https://www.energystar.gov/istar/pmpam/index.cfm
2) Enter your username and password in the fields to the right
3) If you’ve entered the home screen, click on “Access My Portfolio >”. Once you’ve entered the Portfolio screen, it should look something like this.
You can return to this view from anywhere in portfolio manager by clicking on the “My Portfolio” link circled above.
To Enter Flow Data:
1) From the My Portfolio View, scroll down to the GROUP section and click the link to your facility. In this example, we will use the facility “EXP 1”.
2) Scroll down to the SPACE USE section and click on the space name you’ve assigned to your plant. In this case, there is only one space, “EXP 1”.
3) Now, scroll down to the section titled “*Required for Benchmarking Average Influent Flow Meter” and click on the link circled below.
4) You will see the 24 most recent months of data that have been entered for your plant. To add more data, click the “Add Meter Entries” link.
5) Select the number of months of data you wish to add. In this example, we will add everything from September 2011 to April 2012, a total of 8 months. When you have selected the desired number of months, hit continue.
6) Portfolio Manager will create a table for you to add the data. Add the flow data from your MORs in the appropriate fields. You may change the date ranges if you think it is appropriate.
7) When you have added the flow data, hit save and you will be returned to the table from Step 4. If you wish to add electrical meter data at this time, follow the instructions below. Click the “My Portfolio” link shown in Step 3 and follow the instructions below.
Adding Electrical Meter Data:
1) From the “My Portfolio” view, click on your facility under the GROUP section as you did in Step 3 above. We will continue using the EXP 1 facility in this example.
2) Next, scroll down to the “Energy Meters” section. You may have more than one meter listed. In this example there is only one meter. If you need to add additional data from other meters, you will have to add the data for each meter individually by repeating the steps in this section. Click on the first meter that you would like to add data to.
If you do have more than one meter, make sure the bills you are using to enter the data match the meter you have selected. This may be done by matching the data in portfolio manager to previous energy bills. If the name of the meter is confusing, consider changing the meter name to the meter number listed on the bill. You can do this by clicking on the “Edit” link at the top of the page.
3) From this point, adding energy data is very similar to adding flow data. You will click the “Add Meter Entries” link, and select the number of months you wish to add. Be aware that the Start Date and End Date may not match the billing dates from your energy bill. This is acceptable because Portfolio Manager uses your annual energy use to calculate the benchmark score. However, you should use caution to continue whatever convention is in place so that there are no gaps or overlaps between periods.
Be sure to hit save, and…
Congratulations, You’ve just updated portfolio manager! You are now tracking the results of your energy saving efforts!