PORTFOLIO MANAGER - USER'S GUIDE
Grouping Facility Data
The grouping function allows you to organize the facilities in your portfolio to match your management structure. For example, you may want
to group facilities by region, energy manager, facility type, or, for property managers and service providers, by client.
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How To Create a Group
1.	From the "My Portfolio" page, click
CREATE GROUP.
2.	Enter a name for the group.
3.	Check the "Set this Group as My Portfolio
Default" checkbox if you want this group
to be automatically displayed on the
"My Portfolio" page.
4.	Click the checkbox next to the name of each
facility that you want to include in the group.
5.	Click SAVE.
How to View a Group
1. From the "My Portfolio" page, select the
group you want to see from "Groups" box
or click VIEW ALL to the right of the other
Group links to view all of your groups and their
assigned facilities.
How to Edit a Group
1.	From the "My Portfolio" page, select the group
to be edited from "Groups" box.
2.	Click EDIT GROUP.
3.	From this page, you can either:
¦	Change the group name;
¦	Add a facility to the group by checking the
box next to the facility's name; or
¦	Remove a facility from the group by
"unchecking" the box next to the
facility's name.
4.	Click SAVE. You will be returned to the
"My Portfolio" page.
How to Delete a Group
1.	From the "My Portfolio" page, select the group
to be edited from "Groups" box.
2.	Click EDIT GROUP.
3.	Click DELETE GROUP to the right of
the group's name.
4.	Click DELETE on the confirmation page.
You will be returned to the "My Portfolio" page.
For more information,
select HELP or CONTACT US
from the top of any
Portfolio Manager screen.
&EPA
November 2004
United States
Environmental Protection
Agency
XXX-X-XX-XXX
E-mail: buildings@energystar.gov

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