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Setting Up ENERGY STAR

Energy Manager has the ability to sync with a new or established Portfolio Manager account. Before setting up your Energy Star Sync, there is core facility data that ENERGY STAR requires. For each ENERGY STAR-enabled facility, you will need a minimum of 12 months of utility bills, and certain facility information such as the primary function, floor area, and zip code. *Note: Energy Star Sync is an add-on feature. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature.

Property Attributes

  • Select Energy Star from the navigation menu.
  • Click Property Attributes.
  • Select the Facility that you want to send to Portfolio Manager from the drop-down menu.
    • If the facility does not currently exist in Portfolio Manager, a window will appear stating that the property is unknown.
    • Click OK to continue. *Note: If you believe that the facility exists in Portfolio Manager, please contact Client Services for assistance.

  • Enter the attributes for the facility.

    • The Address, City, State, Zip, Year Built, and Gross floor area will automatically populate if they were previously entered for the Facility.

    • Complete the remaining fields as needed. *Note: Required fields are marked with asterisks (**).

  • Click Save.

  • Click Yes to add the facility to the ENERGY STAR database.

     The Dude Says:

The primary functions found on the Property Attributes tab correspond to the ENERGY STAR property types. Only certain property types are eligible to receive a 1-100 score. You must have the correct primary function selected for your facility in order for it to be considered for an ENERGY STAR score.

Property Uses (Spaces)

A facility must have at least one Space Type to receive a valid ENERGY STAR score.

  • Select Energy Star from the navigation menu.
  • Click on Property Uses (Spaces).
  • From the drop-down menu, select the Facility that you want to send to Portfolio Manager to be scored.
  • Click Add Space.
  • Select the Space Type from the drop-down menu.
  • Enter a Space Name and Effective date for the facility.
  • Complete the remaining fields for the facility as needed. *Note: Required fields are marked with asterisks (**) and will vary depending on the Space Type selected.
  • Click Save.

  • In the window that appears, click Yes if you would like to add another space, otherwise click No to close the window and return to the Property Uses (Spaces) page.