Portfolio Manager Upgrade
Project Fact Sheet
ENERGY STAR
December 2011
During the spring of 2013, EPA will release a complete upgrade
for its popular Portfolio Manager tool. This tool, currently in use by
more than 40,000 individual accounts to measure, track, assess, and
report on the energy and water performance of more than 250,000
commercial buildings, will get the full treatment: a new interface,
streamlined functionality, and improved usability.
What Will be Upgraded?
1)	Database architecture
2)	System processing
3)	Web services (automated benchmarking services, etc.)
4)	User Interface
•	Simpler, more streamlined functionality
•	Easier-to-generate, graphical reports
•	Improved sharing features
Right: A rough mock-up of the "Set Up a New Property" wizard.
New users can answer a series of easy questions to input a
new property and get up and running more quickly than ever

Set Up a Property Getting Started
H €ZD
Portfolio Manager
My Account: Afcqjnt getting |	Book | Hejp j 8ienOut
P?rt'?j!P.MflOaagr > Set Up o Property Getting Started
Set Up a Property: Let's Get Started!
Properties come in all shopes and sizes, from a leased space In a large office buitdhng. to a K-12 school vwth a pool, to o large medical
complex with tots of buddngs Since there are so many choices, Portfoio Manager can walk you through getting your property up and running
When you're done, you1! be ready to start monitoring your energy usage and, perhaps, apply for ENERGY STAR recognition'
IXI


Your Property's Prmary Function
We'll get into the detate later For now, overall, whot main purpose dc
property serve'
O None My property is part of o buikUng
O One: My property is o single bulking
O More than One My property includes multiple buildings
How many?	|
Your Property's Construction Status
Is your property already built or are you entering this property as a
construction project thot hos not yet been completed?
O Existing My property is built, occupied and/or being used I wil be
using Portfolio Manoger to track energy/water consumption and,
perhaps, apply for ENERGY STAR recognition
O Project My property is n the planning stages I will be using
Portfoki Manoger to estmate my ENERGY STAR scores an<
energy/water consumption
Tip
To set up a property,	Jb
you'l need information Qi
such as gross floor areoond operating
hours You can use our handy data
cotectKXi worksheet, «i odvance, to
If you're a pro, you
may prefer to set up your
property on one pope or us
FolOwUs! (^3 ^	Coftoct Us j Privacy Policy | Browser Regiwementa | ENERGY STAR frjfctngs & Plane Website
PROJECT TIMELINE
2010	2011	2012	2013
Conduct user	Specify	Design and development	Testing Migrate Rollout
interviews	requirements	and final data
development
What is Portfolio Manager?
Portfolio Manager is EPA's oniine management and tracking
tool for energy and water. By entering building characteristics,
operational characteristics, and energy or water usage data,
users can:
•	Assess whole building energy and water consumption
•	Track changes in energy, water, greenhouse gas
emissions, and cost over time
•	Track green power purchases
•	Create custom reports
•	Share data with others
Portfolio Manager provides users with a variety of metrics with
which to track their building's performance, including but not
limited to:
•	Energy consumption
•	Water consumption
•	Greenhouse gas emissions
•	ENERGY STAR energy performance score (available
for certain building types), which rates a building on
a scale of 1-100 relative to its peers. A score of 75 or
higher makes a building eligible to earn EPA's
ENERGY STAR.

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KEY FEATURES
TURBO TAX®-Like Data Input
We're designing the new Portfolio Man -
ager to work more like Turbo Tax software.
Once upgraded, Portfolio Manager will
help users create accounts, enter a port-
folio of buildings, and start benchmarking
those buildings —all without requiring that
the user know anything about the process
beforehand.
This tool will ask guided questions to help
you through the process of benchmarking.
This means that you'll be up and running
faster and you'll have fewer problems with
your data down the road.
Easier Sharing and Reporting
Want to share some of your building's data
with another person, but don't want that
person to be able to see everything in your
account? Looking to share more than one
building at a time? In the new Portfolio
Manager, you'll be able to share many
buildings at once and specify what infor-
mation other users can see and modify.
In addition. Portfolio Manager will let
you connect to others, through a social
network within the tool.
And when you're ready to share your prog-
ress with others in your organization —
your CEO, supervisor, investors, tenants,
or your company's marketing team—you'll
benefit from colorful, easier-to-generate
reports.
No Loss of Data
In 2013, EPA will spend several months
testing and refining the new tool. Once the
new tool launches in spring of 2013, we'll
migrate all the data for all 40,000 user ac-
counts into the new tool. That means that
you'll be able to pick up right where you
left off, with no loss of data.
ABS Upgrade
As part of the Portfolio Manager upgrade
project, automated benchmarking services
will also receive a new underlying architec-
ture and technology set. This will include a
move from SOAP- to REST-based services,
easier schema definitions, quicker re-
sponses, easier integration, and improved
user interface.
Quarterly Update Webinars
December 2011:	Overview, scope of work
March 2012:	New organizational structure
June 2012:	User interface & design
September 2012:	Reporting
December 2012:	New features and functionality for 2013
March 2013:	Preparing for launch
To register for an upcoming update webinar, visit
www.energystar.gov/PMupgrade
To learn more about the Portfolio Manager upgrade project, visit
energystar.gov/PMupgrade
To learn more about the Automated Benchmarking System upgrade, visit
energystar.gov/istar/has/
To learn more about Portfolio Manager, visit
energystar.gov/benchmark
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