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Portfolio Manager Training Series

Join this three-part series hosted by EPA ENERGY STAR for an in-depth dive in how to use Portfolio Manager to benchmark your building and improve building performance. Registration for each webinar in this series is separate.

Dates

04/01 - 04/17/2025

Location

Online

Price

Free

Portfolio Manager 101: Navigating Portfolio Manager, Adding a New Property, and Entering Use Details

Register for Portfolio Manager 101

  • Date: April 1, 2025
  • Time: 1-2:15 PM

Join us as we introduce and demonstrate the core functionality of EPA’s ENERGY STAR Portfolio Manager tool. Attendees will learn how to navigate Portfolio Manager, add a property and enter details about it, enter energy and water consumption data, and generate performance reports to assess progress.

Attend this webinar if you’re interested in:
• Getting started with benchmarking.
• Understanding how to assess your energy performance.
• Generating reports.

Portfolio Manager 201: Editing Property Details, Data Quality Checker, and Sharing Property Data

Register for Portfolio Manager 201

  • Date: April 9, 2025
  • Time: 1-2:15 PM

Build on your basic knowledge of EPA’s ENERGY STAR Portfolio Manager tool by taking a deeper dive into more advanced features, such as editing property data, correcting and updating property use details, using the data quality checker, and sharing property data with other users.

Attend this webinar if you’re interested in:
• Going beyond the basics of Portfolio Manager functionality.
• Learning about property sharing, improving data quality, and more.

Portfolio Manager 301: Spreadsheet uploads, Setting Goals, and Creating Custom Reporting Templates

Register for Portfolio Manager 301

  • Date: April 17, 2025
  • Time: 1-2:15 PM

Are you well-versed in the basic functionality of the EPA’s ENERGY STAR Portfolio Manager tool and ready to take advantage of more advanced features? If so, join this webinar to learn about the tool’s most advanced features, including using spreadsheet upload templates to update property data, setting goals and targets to plan energy improvements for properties, creating custom reports, and using the Sustainable Buildings Checklist.

Attend this webinar if you’re interested in:
• Learning about Portfolio Manager’s most advanced features, including goal setting, custom reports, and more

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