Frequent Questions

The Knowledge Base has 427 support references, created by support professionals who have resolved issues for our customers. It is constantly updated, expanded, and refined to ensure that you have access to the very latest information. Begin by browsing folders on the left side of this site.
  1. New FAQs This Month (Sept 2014)
  2. Can I participate in user testing of new Portfolio Manager features?
  3. Is there a list of enhancements planned for Portfolio Manager?
  4. If I remove someone's access to my properties, what happens to the people whom that person shared?
  5. When are the upcoming Office Hours?
  6. Does a loft or mezzanine level count as a separate story?
  7. Can I download all of my Portfolio Manager data?
  8. Can I set up a test property to practice using various features?
  9. Who can perform the site visit for certification?
  10. Are there any known issues/bugs in the new Portfolio Manager?
  1. New Sharing Enhancements (Sept 2014)
  2. Can everyone who has access to a property see everyone else who has access?
  3. How do I re-share a property that has been shared with me?
  4. How do I share a property?
  5. How do I stop sharing a property?
  6. If I remove someone's access to my properties, what happens to the people whom that person shared?
  7. What is the “Sharing Report?”
  8. When “Share Forward” was launched, were any of my current shares given the ability to “Share Forward”?
  9. When I disconnect with someone, does it automatically remove their shares to my properties?
  10. Who is able to edit other people’s sharing access/permissions?
  1. Account Basics
  2. Are there any known issues/bugs in the new Portfolio Manager?
  3. Can I merge 2 duplicate versions of the same property into one?
  4. Can I set up a test property to practice using various features?
  5. How can I export data from Portfolio Manager?
  6. How do I add a new property use to an existing property?
  7. How do I add properties to an existing group?
  8. How do I assess a property if there is no EPA score?
  9. How do I change a property name?
  10. How do I get access to a property my organization has recently acquired?
  11. How does Portfolio Manager track unique identifiers (IDs)?
  12. More...
  1. ENERGY STAR Certification
  2. Can I exclude any property uses in my application for certification?
  3. Can I use an electronic signatures for my application?
  4. Did the ENERGY STAR certification for medical offices and dormitories go away?
  5. How do I account for shell space that has not been fully built out on my building's ENERGY STAR application?
  6. How do I meter my data center's IT energy for ENERGY STAR certification?
  7. How long will it take for a response after I submit my application?
  8. I have a score above 75, but I don't have the option to apply. Why?
  9. I’m getting an eligibility alert for my property that doesn’t apply. What should I do?
  10. My score has changed and now I am eligible for the ENERGY STAR label. Can I apply for previous years?
  11. What % of my property floor area needs to receive a score to earn certification?
  12. More...
  1. Metrics - Energy (Site/Source EUI, etc.)
  2. Do any energy metrics include the cost data that I enter?
  3. How do I improve my properties with low scores?
  4. How do I set up my meters to indicate which ones should be used for my property’s metrics?
  5. I have two properties. Property A has a lower energy intensity than Property B, but Property B has a lower score. Why?
  6. I think my Electric Distribution Utility is incorrect. How can I correct it?
  7. Is there a list of all the metrics available in custom reporting?
  8. MCF can mean "Million Cubic Feet" or "Thousand Cubic Feet." Which is it in Portfolio Manager?
  9. My meter data according to the statement from my utility seems very high. Could this be an error?
  10. What does “Adjusted to Current Year” mean?
  11. What is a baseline and how can I change it?
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  1. Metrics - Water
  2. Can I get a water report to compare my current year with my water baseline?
  3. How do I track water use for compliance with the Federal Guiding Principles for High Performance Sustainable Buildings?
  4. How is water tracked in Portfolio Manager?
  5. Should I include my sewer meter in my water metrics?
  6. What water metrics are available in Portfolio Manager?
  1. Meters
  2. Can I change my meter type?
  3. Can I change the name of a meter?
  4. Can I combine 30 meters into one for entry into Portfolio Manager?
  5. Can I enter energy bills that are not monthly? Can I enter one energy bill for the entire year?
  6. Can I enter energy use for my whole building (from a master meter or my utility) as well as parts of my building (sub-metered areas) without double counting energy use?
  7. Do I need to include the fuel used to test my emergency generator?
  8. Do the metrics for a campus automatically include the meters from the associated child properties?
  9. How do I benchmark and report using metric units (GJ, m², etc.)?
  10. How do I change the "Date Meter Became Active?"
  11. How do I determine the energy use for a property if I have one meter that services multiple properties?
  12. More...
  1. Reporting
  2. Can I get a water report to compare my current year with my water baseline?
  3. Can I run a report with multiple year-ending dates? How about with monthly metrics?
  4. How do I share a report template?
  5. If I select a Parent property (campus) in Reporting, are the child properties automatically included?
  6. If I've replied to a data request, and my contractor also (accidentally) submits for the same property, will mine be over-written?
  7. When I try to print my SEP, nothing happens. Is this a bug?
  8. Why do the Industry Average numbers reported on the Statement of Energy Performance reports differ from one property to another, even though the properties are the same type?
  9. Will a data request submission automatically remove properties that don’t have 12 full months of data?
  1. Spreadsheet Uploads
  2. Can I reuse a template that I previously generated?
  3. Can I reverse a spreadsheet upload once it has posted with a status of "success"?
  4. Can I use formulas in my spreadsheet?
  5. Can I use the spreadsheet uploads to delete meter bills or properties?
  6. Do you have any troubleshooting tips for upload spreadsheets?
  7. For spreadhsheet uploads, I want to add meter bills for 2 different meters, but I don't have the same number of bills.
  8. How do I access and navigate the spreadsheet uploads feature in Portfolio Manager?
  9. How do I create a spreadsheet upload template?
  10. Is there a limit on how many rows I import using the spreadsheet templates?
  11. Once I've downloaded my portfolio and made some changes to it, is there a way to easily upload all of this data again?
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  1. Property Types
  2. Are properties located outside the U.S. eligible for ENERGY STAR certification?
  3. Can I change a Property Use Type (ex: from Retail to Office)?
  4. How do I add a swimming pool or fitness center to my property?
  5. Is EPA doing anything to make whole building data available for buildings with multiple individually-metered tenants?
  6. What property type should I use for an art gallery?
  7. What property type should I use for brewery?
  8. Where can I find information on ENERGY STAR scores for each property type?
  9. Which property types are available in Portfolio Manager?
  10. Which property types are eligible for ENERGY STAR certification as a campus?
  11. Which property types are eligible for ENERGY STAR certification?
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  1. Campuses
  2. Can a building be associated with another building as a "sibling" not as parent-child?
  3. Can a single-building be associated with more than one campus (parent property)?
  4. Do I have to enter all the individual buildings separately for a multi-building property?
  5. Do the metrics for a campus automatically include the meters from the associated child properties?
  6. How do I create individual buildings for my multi-building property (campus)?
  7. How do I determine the energy use for a property if I have one meter that services multiple properties?
  8. If I select a Parent property (campus) in Reporting, are the child properties automatically included?
  9. If I update the Property Use Details for a child property will the parent property automatically be updated?
  10. Is it possible to associate a single meter to multiple properties?
  11. What are the options for benchmarking campuses?
  12. More...
  1. State & Local Benchmarking Requirements
  2. Do you have information about the NYC LL84 benchmarking report?
  3. How do I find the receipt or confirmation e-mail for the required benchmarking report that I submitted?
  4. How does Portfolio Manager track unique identifiers (IDs)?
  5. If I've replied to a data request, and my contractor also (accidentally) submits for the same property, will mine be over-written?
  6. When is the deadline for my state or local benchmarking requirement?
  1. Federal
  2. How do I delete a Portfolio Manager account?
  3. How do I export my buildings' data to CTS?
  4. How do I input my building’s CTS ID into Portfolio Manager?
  5. How does Portfolio Manager help my agency demonstrate our progress toward meeting the Federal Guiding Principles?
  6. I forgot my Password and/or Username. Help!
  7. Is my agency required to report water consumption for our covered facilities?
  8. My agency had issues accessing some of our properties after the upgrade in July 2013. Have those issues been resolved?
  9. My agency used re-sharing extensively in the old Portfolio Manager. Are there plans to restore that functionality in the new tool?
  10. What are the "best practices" for large portfolios (over 1,000 properties)?
  11. What is the best way to organize my agencies’ property records in Portfolio Manager?
  12. More...
  1. Target Finder
  2. Are Target Finder’s emissions factors national, regional, or state-based?
  3. At what point during a design project is a building no longer eligible for the Design to Earn the ENERGY STAR certification?
  4. Can I use Target Finder for LEED documentation?
  5. Can I use Target Finder for major renovations?
  6. Does Target Finder guarantee performance?
  7. How do I obtain the "Estimated Design Energy" data in Target Finder and/or Portfolio Manager?
  8. How does the Target Finder score compare with ASHRAE 90.1?
  9. How is the energy use intensity calculated for a Target Finder target of “percent better than national median?”
  10. If my project uses on-site renewable energy, how do I account for it in Target Finder?
  11. What does Portfolio Manager offer for commercial new construction property designs?
  12. More...
  1. Training
  2. What trainings are available for Portfolio Manager and how do I sign up?
  3. When are the upcoming Office Hours?
  1. Web Services
  2. Account Web Services A customer list is available through the “GET /customer/list ”service, but could customer lists be made available as a downloadable report through the web services GUI tab in the new Portfolio Manager?
  3. Account Web Services After I apply for access to the web services LIVE environment as a data exchange provider, will my customers also need to apply for LIVE access for their individual accounts?
  4. General Web Services Integration Questions After I apply for access to the web services LIVE environment as a data exchange provider, will my customers also need to apply for LIVE access for their individual accounts?
  5. Connection/Share Web Services Am I able to exchange data with a property after it has been transferred to a new property data administrator (PDA) account?
  6. Building Web Services Am I required to create buildings within a property?
  7. Reporting Web Services Are “change from baseline” metrics included in the current reporting services?
  8. Reporting Web Services Are Heating Degree Days (HDD) and Cooling Degree Days (CDD) available via web services? What method will be used to retrieve that information?
  9. Target Finder Web Services Are there web services available for Target Finder?
  10. Property Web Services Are there web services that can help me find out why my property is not receiving a score?
  11. Building Web Services Are there web services that can help me find out why my property is not receiving a score?
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  1. Miscellaneous
  2. Can I participate in user testing of new Portfolio Manager features?
  3. Can properties outside of the US use Portfolio Manager?
  4. Do you have any resources for tenants or workers to be more energy efficient?
  5. Does it matter if the property has a chiller or a rooftop HVAC system?
  6. Does Portfolio Manager capture and track electrical Demand data?
  7. Has EPA done any analysis of the data in Portfolio Manager?
  8. How do I assign a weather station for a property that is not located in the United States or Canada?
  9. How do I track water use for compliance with the Federal Guiding Principles for High Performance Sustainable Buildings?
  10. If I do not know the resource type or location information related to a green power purchase what options do I have for inputting data into Portfolio Manager?
  11. Is EPA doing anything to make whole building data available for buildings with multiple individually-metered tenants?
  12. More...
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