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atlantic citlj electric

Energy f or a chang ing world .™

1

Connecting Portfolio Manager to Resource Advisor

October 2015

Direct technical assistance can be reached at [email protected]

Portfolio Manager Connect

mailto:[email protected]

Energy Star Data Exchange Program Setup

In order !or ResourceAdviSorto provide Oat11 Exchan11e serviee5 to Portfolio 1,,anager, you

exisbngJ)roperties11ndbeg11sendingdal11. lfyouneedtosetupanew11ccounl, cickhere

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Data Checklist

To set up Data Exchange between Resource Advisor and Portfolio Manager, you wil need t Data Control

ntResource AdviSor wil then m.'lp to your

orhasaccesstoyouraccountand

properties. Please cick here for detailed i'lstructions and when prompted in Portfolio Manage EN V IRON MENTAL TRADUIG PROGRAM ur account

[ Confirm Account Share ] CARBOtl ~===~================____j .back to top

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Global Boundary Setup

CONTRACTS

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SURVEYS

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Response Library

EtlERGY STAR

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Property Report

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The following process is described for connecting a client with an existing ENERGY STAR Portfolio Manager account to Resource Advisor, using the ENERGY STAR Link functionality.

Portfolio Manager and Resource Advisor – Exchanging Data

The first step to on-boarding a client with an existing ENERGY STAR Portfolio Manager (PM) is for the client to establish a connection in Portfolio Manager to Schneider’s Web Services account. This process establishes the “electronic handshake” between the two platforms and maps a connection between your PM account, and Schneider Electric’s Resource Advisor platform.

In the steps below, portions of the process will take place in Portfolio Manager and, others in Resource Advisor. Steps undertaken by the customer in Portfolio Manager are denoted with blue headings and those taking place within Resource Advisor will be denoted by green headings.

Start Connection Setup in Resource Advisor

1. Log into Resource Advisor and navigate to the Manage tab. Click Program Setup under the Energy Star heading.


Y Plan Q Manage Q Report

Dashboard J Home » Energy Star Data Exchange Program Setup


Connection Manager Program Setup

In order for Resource Advisor to provide Data Exchange services to Portfolio Manager, y ou must a.lready have a Portfolio Manager account. Reso.urce Advisor w ill then map to your

ex isting properties and begin sending data. If you need to set up a new account, click here

To set up Data Exchange betw een Resource Advisor and Portfolio Manager, y ou win need to set up the connection and share y our account s o that Resource Advisor has access to y our account and properties. Please click here for detailed instructions on how to connect to your Portfolio Manager account

Name y our Connection •

Filter connections

connections

Connection Name

There are no record(s ) to display.

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Oss.hboard I Home » Energy St!lr Data Exchange Progr am Setup

Connection Complete

Generate Key

Setup Complete Shared Properties

Page 1 of 1 I 1 I O Total Records

19 Pion 9 Manage


Connection U anager Program Setup

Created By Status

Vtew: 25 -.- # of rows

e Report

-, order for Resource Advtsor to provide Data Exchange services to Portfolio Manager, you n'l.lst shady have a Portfolio Manager account. Resource Advisor w l then map to your

existing properties and bega1 sending d ata. If you need to s et up a new account, cick here

To set up Data Exchange between Resource Advisor and Portfolio Manager, you will need to set up the connection and share your account so that Resource Advisor has access to

your account and properties. Please cick here for detaied instructions on how to connect to your Portfoio Manager account.

Name your Connection: • T est_Account

Filter Connect1ons

Connections

Connection Name

There are no record~t_o_d,s~p~la~y_. ______ _

Connection Complete

( Generate Key J


Page 1 of 1 1 IO Total Records

Create d By Status

Vte 25 -.- # of rows

3

2. You’ll want to name your connection with a name you will recognize. It can be the same as the Portfolio Manager login, or something that makes sense to your organization – for example a building name or some other identifier.

3. Click Generate Key after typing in a name.


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Oashboiud / Home » Energy Star Data Exchange Program Setup



In order for Resource Advisor to provide Data Exchange services to Portfo lio Manager, you must already hav e a Portfo lio Manager account. Resource Advisor w ill then map to your

ex isting properties and begin sending data. If you need to set up a new account, click here

To set up Data Exchange between Resource AdVisor and Portfo lio Manager, you w ill need to set up the connection and share your account so that Resource Advisor has access to

your account and properties. Please click here for detailed instructions on how to connect to y our Portfo lio Manager account.

Connection Setup

Step 1: Share Account

Name: Test_Account 8 Connection Key: b15fdf97-0477-4788-a421-0458214429bffl

Visit Portfolio Manager to complete the connection process. Deta iled instructions for how to connect with Resource Advisor av ailable here.

( Confi1m Account Shere )

Filter Connections

Connections

Connection Name

Test_Account

Connection Complete

No


Page 1 of 1 I 1 11 Total Records

Created By

Chelsea Mason

Status

Not Connected

V iew 25 ,.. # of rows

- ENERGY STA~ Welcome SchneiderElectric_Test Account Settings l1 Contacts il!:::!.filQ I Sign Out

~ PortfohoManager® MyPortfolio Sharing Planning Reporting Recognition

4

4. When the connection key appears, copy it by clicking the copy icon. Follow the instructions to copy the entire Connection Key. Leave this page/connection open.

Add Schneider Electric as a Contact to your Portfolio Manager Account

1. Log in to your PM account. a. NOTE: If you do not have an existing PM account please follow the instructions

outlined on the EnergyStar.gov website. 2. Within your PM page select the Contacts link:


http://www.energystar.gov/buildings/facility-owners-and-managers/existing-buildings/use-portfolio-manager

., ENERGY STAR®

'**W;• PortfolioManager® MyPortfolio Sharing Planning Reporting

" Recognition

1

My Contacts This is where you keep track of your contact s and/ or organizations (i.e. people or companies assoc

Registered Architects, or others with whom you share inform ation). You can add anyone as a conta

and you can share y our properties & reports with any of your contact s. You c an import other Portfo

their accounts and sending a connection request.

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Find Contact in Portfolio M anager Searc h us ing any of the c rit eria below .

Nam e:

Usernam e : J SchneiderSPPI

Ema il:

l

oo Schneider Electri Web Services

11¥iHN~

Your Search Criteria ENERGY STAR Link Account for Client Sharing with Schneider Electric

Name: @ Schneider Electric Web Services SPP Account for Web Services with Schneider Electric

Username: I SchneiderSPP

Email Address:

l I

.,

l - 2 of

5

3. Next, select “Add Contact”:

4. Search for username “SchneiderSPP” within the “Username” box:

5. Once PM locates the “SchneiderSPP” account, click Connect


Send a Con nect ion Requ est to Schneider E lectric Web Services to Begin Ex c hanging Data Schneider Electric Web Services requires the following informat ion in order to exc hange data with y our pro perty(ies). If you have any question s about how to com plet e thi s informati on . please contact Schneider Electric Web Services. O nce your connecti on request has bee n accept ed . y o u c a n s hare ind ividu al prope rti es

and/ or m et ers w ith the m t o get st art ed ex c hang ing d at a.

Connect ionKey : "11 b1 5fdf97-04 77-4 788-a421 -0458214429bb 11 Example: 55a83eb0..2d33--44dc-a0cb--76 a2e866f7e9 This is used in Sch neider Electr ic's Resource Advisor d ata ex change set up process:1-300 Chara cters

Terms of U se:

Ag ree m ent :

No ne Provided

" [JQ]1 agree to my provider's (Schneider E lectric Web Services) Term s of U se. t Send Connection Request

Follow Us t;J E , 11D ~ Privacy Policy Browser Requirements ENERGY STAR Bui ldings & Plants Website

V Overviews ;;;;- Resear-ch ~ Plan y • Manage :V Report V Admm1str-at1on

Das hboard J H o me » Energy Sta r D ata Exchange Program Setup

Energy Star Data Exchange Program Set up

Connection Manager Progra m S etup

In order for Resource Advisor to prov ide D ata Excha.nge services to Portfo lio M anager, you must a lready hav e a Portfo lio M anager account. Resource Advisor w ill then map to your

existing properties and begin send ing data . If you need to set up a new a ccount, c lick here

To set up Data Exchange between Resource Advisor and Portfo lio Manager, yo u w ill need to set u p the connection and share yo ur accou nt so that Resource Advisor has access to your account and properties. Please c lick here for deta iled instructions on how to connect to your Portfo lio Manager accou nt.

Connection Setup

Ste p 1: Shar-e Acc oun t

N ame: Test_Account 8 Connection Key: b 1 5f df97-0477 -4788--a42 1 -045821 4429bb [!'.Q] Visit Po rtfo lio Mana g er t o complete the connection process. D eta iled instructions for how to connect with Resource Adviso r a v a ilable here

F ilter Con n ect ions

Connection s

Connection Name

Te.st_ Account

Connection Complete

No

Setup Complete Shar-ed Pr-operties

Page 1 of 1 I 1 I 1 Total Recor-ds

Created By

Chelsea Mason

Status

Not Connected

View: 25 .... # of rows

6

6. Paste Connection key from Resource Advisor program setup page in Portfolio Manager’s Connection Request page

7. Check “I agree to my provider’s Terms of Use.” 8. Send Connection Request

Confirm share in Resource Advisor

1. Return to your Resource Advisor session and click “Confirm Account Share”

2. A green check mark will appear to show the Portfolio Manager account has been accepted by Resource Advisor. This process may take up to five minutes.


·v· overviews V Resea.-ch •y • Pl.an V Manage iv" Report V AdmmIst.-atIon

Dashboard / Home » Energy Star Data Exchange Program Setup

Energy S tar Data Exchange Program Set up


In order for Resource Advisor to provide Data Exchange services to Portfo lio Manager, you must a lready ha v e a Portfo lio Manager account. Resource Advisor w ill then map to your

existing properties and beg in sending data. If yo u need to set up a new account, click here

To set up Data Exchange between Resource Advisor and Portfo lio Manager, you w ill need to set up the connection and share your account so that Resource Advisor has access to your account and properties. Please click here for detailed instructions on how to connect to y our Portfolio Manager account.

Connection Setup

St ep 1: Sha.-e A ccount

Name: Te s t_A ccount 8 Connection Key: b 15fd f97-0477-4788-a421-0458214429bb [Q] V is it Portfolio Manager to complete the connection process. Deta iled instructions for how to connect with Resource Advisor av ailable here.

St ep 2 : Sha.-e P.-o pe rties

Fo llow the instructions in the set up document to share your properties for Data Exchange w ith Resource Advisor.

( Conf irm Property Share ]

Filter Connections

Connections

Connection Name

Test_Account_SchneiderElectric_Test

Connection Complete

No

Setup Complete Sha.-ed P.-operties

Page 1 of 1 I 1 11 Total Reco.-ds

c.-eated By

Chelsea Mason

Status

Active

View: 25 ..... # of rows

7

Sharing Properties in Portfolio Manager

Once the link between a client’s Portfolio Manager Account and their data in Resource Advisor has been made, it is then necessary to begin sharing properties within Portfolio Manager to the Resource Advisor Data Exchange connection.

Step 4: Share Properties in Portfolio Manager 1. In Portfolio Manager, share properties with Schneider Electric

a. Log-in to your PM account b. Go to the Sharing tab c. Click Share a Property


MyPortfolio S h a ring Planning Reporting

MyPortfolio

My Shar t Properties ; 2) Share (or Edit Access to)

a Property

Download Sharing Report

S h a ring Planning

Sharing Notifi

You have no ne

Reporting Recognit:lon

Share (or Edit Access t o) Properties Someu mes 1t·s really •mportant t o be able t o share your pro perty with someone e lse Maybe t hey need 10 hel (perh::aps ou1omt1t le311y) or p r ocess l'lppuenuons for r ecogni t ion If t h i s sovnos 11ke w n o t you need. sU''.lf"'l out oy wno you·c:1 111

llame {ID)

..

Choose Permissions

If you only need to choose one permission (because you are doing a single share or you want to give the same permissions for a ll of your shares), you can choose that permission here. otherwise, you may assign different permissions for different properties and/or contacts on the next screen .

* c I am doing a single share OR I want to choose the same permissions for all of my

share requests.

El] I need to give different permissions for different share requests, and/or I need to g ive Exchange Data permissions.

11001• RearlOnlJ A«-

Continue

D

Select Exchange Data Access Perm issions t for Schneider E lectric W eb Services.

I o I o A ll M eter 1nrormat1on

cs n .aos •. 1mpr,w P.m e n ts •• x " ""''·'" '-''· I O I O n

Name IID)

Web Services Schneider Electric

Connection Setup

Step 1: Share Account

Name: Test_Account2 8 Connecton Key: 841 8c3211-

19i OveJV1ew11 'vi Research

Dashboard I Home • Energy Star Data Exchange Program Setup



DATA

Data Entry & Tracking

Data Checklist

Data Control

1V 1 Report

ENERGY STAR

Program Setup

Site Overview

Property Report

In order for Resource Advisor to provide Data Exchange services to Portfolio Manager, you musl already have a Portfolio Manager accoun t. Resource Advisor will lhen map lo your

existing properties and begin sending dala. If you need lo sel up a new accounl, click h.ere

To sel up Dala Exchange between Resource Advisor and Portfolio Manager, you will need to sel up the connection and share your accounl so that Resource Advisor has access to your account and properties. Please click here for detailed inslru clions on how to connect lo you r PortfolJo Manager account.

Name your Connection: ~~--------------~ ( GE-nerace Key ]

Filter Connections

Connections

Connection Name Connectio n Complete Setup Complete Shared Properties Created By Status

Tesl_09122014_Rvarisco Yes No Rusly Varisco Active ---------------------------------------------------------------------·------------------------ ------------------------------------------------------Tes11_SchneiderElectric_Test Yes Yes Chelsea Mason Active


Connection:

[ Test_Account_SchneiderElectric_Test

Which data sources do you want to track in Portfolio Manager? 0

11

Program Setup in Resource Advisor

Once you’ve completed the previous steps, you now need to return to Resource Advisor and finish the set-up process.

Manage > Energy Star – Program Setup 1. Navigate to Manage tab > Energy Star > Program Setup 2. Click on the Program Setup tab

3. Filter to the connection you would like to set up. Type in the name of the connection and the filter will bring up all options with those words in the name. All connections must be set up individually.


Done

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Dashboard I Home • Erlel"gy star 03ta E:.::change Program Setup


Program Setup

W'tlidl data sources do yoo want to tract:: in Portfolio Manager? 0

[] District Chilled Water - Engine-Driven

Chiller using Natural Gas ources to 11111ploeach Portfolio Mana~ servce: 0 [] District Chilled Water· Other

[] District Hot Water

[] District Steam

O Electric

~ Electric on ~e Solar [] Electric on Site Wind

[] Fue10i1Nol

[] Fue10i1No2

~ Fuel0i1No4

~ Fue10i1No5or6

Send data to Portfolio Manager: 0

UOM

9loservice monthsbe9110.,9: 0

~ Local intranct I Protected Mode: Off

Please designate how you want Resource Advisor sources to map to each Portfolio Manager service: 0

Mapped Services

Portfolio Manager Data Sources Resource Advisor Services UOM Send Data

Electric I Electric Power .,. I I kWN .,. l ~

1 - , D x:_ p .

"'• .. ~ 100% ..

·-----···---------·····---·-·-------·--·····---·-·----------·-·----··-·----------····---·------------·····-Natural Gas I .,. I I Select UOM .,. I ~

~, Site Level Data

rJ Send Cost data

e) Account Level Data

12

4. On the Program Setup screen, you will select the applicable data sources to track in portfolio manager (electric power for this program).

5. Map Portfolio Manager Data Sources to Resource Advisor services by selecting which service corresponds to which Data Source from the drop down.

6. Once a service is selected, you will be able to select the appropriate unit of measure (kWh) for this program.

7. To the right, check “Send Data” for sources you would like to transfer. 8. At the bottom please select the Site Level Data button.

a. NOTE: PEPCO provided data will be at the site/building level (aggregated for all meters/etc…) monthly.

9. Next, select the Program Setup Date after which data will be tracked and synced from Portfolio Manager to Resource Advisor.


Keep Portfolio Manager up to date w ith data belonging to service months beginning: 0

[ January, 2014 ] Iii]

Send data to Portfolio Manager: 0

Daily

Daily

Weekly

Monthly e PE

Which Resource AdVisor sites are participating in tile Energy Star program? 0

Division / Sle Group Site Country

Orv1s1on I Site Group:

a Add al Stes 11 the 0Nis10n I Ste Group Site Name Division Nam e Country Nam e

Store #10837 _3249 Sheridan Drive Store USA


Status

Active

To map Resource AdVisor sites to Portfolio Manager properties one by one, go to Site Overview page.The Energy Star Property Report wl alow you to map sftes to properties in bulk.

IR I

X ALL

X

\11ew

13

a. NOTE: The Setup date for this program will be 1/1/2012. If you have data in Portfolio Manager that you do not want overridden by historical data provided by Pepco, please choose today’s date.

10. Currently Pepco is providing data to Resource Advisor on a monthly basis. However, please select daily data exchange.

a. Note: Scores and other attributes are brought back into RA on the same frequency, so if monthly is selected, PM metrics will not be seen in RA until the 1st of the following month. It is recommended to initially select daily, and then later switch to monthly or weekly once all portfolio details have synced.

11. The last step is to select your site(s) from the Resource Advisor site list that you would like to map to Portfolio Manager Properties.

12. Then click save. a. NOTE: This process will take up to one hour. You can close your browser

during this time.


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Home » Dashboard I Home

~ Plan 1 ~ Manage DATA


Data Checklist

Data Conlrol

ENERGY STAR

Program Setup

Davidsonville

301 @9

[;;I Change La~out

14

Property Report

The next step in the process is to map properties (PM) to sites (RA). This page will only allow you to map one property to one site at a time. If you need to map multiply properties to one site, use the Site Overview page. This page can be accessed at the bottom of the Program Setup page, or through the Manage tab.

Manage > Energy Star – Energy - Property Report

1. Filter to the connection that houses the appropriate properties. Each connection must be mapped separately. Click “Apply Filter”.

2. On the next screen, click “Edit” in the bottom left hand corner to map properties.


NOTE: There is a note at the bottom of the page that helps troubleshoot potential problems.

Energy Star Property Report

Site

Store #10837 _3249 Sheridan Drive

Site Address

3249 Sheridan Drive Amherst, NY 14226

Property

I Store # 10837 _3249 Sheri dan Drive


El Sync Property Address

3249 Sheridan Drive Amherst, NY 14226

• Prope rties in red des ignate that Reso urce Adv isor does not hav e

s ufficient permiss ion to upd ate this prope rty or one of its meters in Portfolio Mana ge r.

Area Score Score as of

12044

16

Properties will turn red if appropriate access levels are not granted. If you run into issues please contact your PEPCO KAST contact.

Summary:

Congratulations! You’ve successfully setup your Resource Advisor and Portfolio Manager connection and initiated the process of sharing data between the two systems. Sharing data is an overnight process. When you log-in to Resource Advisor tomorrow you should be able to view your current Portfolio Manager Score/EUI and other shared information. Details on how to quickly view that information can be found in the “Resource Advisor Navigation” training documentation provided by your Pepco KAST contact.

If you encounter any issues with either the program setup or navigating Resource Advisor, please contact your KAST contact.


V1 Overviews ~ Research


Data Checklist

Data Control

V• Admm1stration

17

Navigation & Customization of your Portfolio Manager Data within Resource Advisor

Now that you’ve successfully made the Portfolio Manager & Resource Advisor connection(s) please refer to the following documentation to illustrate how to customize and navigate your Portfolio Manager data within the Resource Advisor system.

Site Overview This page provides detailed information about your properties and sites based on Portfolio Manager and Resource Advisor shared data. This page will show you property attributes from Portfolio Manager (e.g., Number of Workers, Number of Computers, Total Gross Floor Area, etc.). You can also do any additional mapping that may be needed (e.g., if there are two PM properties for one RA site).

Mapping Sites 1. To view different sites, type the site name into the box directly below Site Overview and

click Go.


Site Overview

lI_s_to_r_e _#1_0_8_37 ___ 3_24_9_S_h_e_rid_a_n_D_r~_e _____________ ~I EJI 3249 Sheridan Drive, Amherst, NY 14226

Meter Level Data : 0 ~ Site Level Data e) Account Level Data

Portfolio Manager Property: Click or Begin Typing

Site Overview

l.__s_t_or_e_#_1_083_ 7 ___ 3_24_9_S_h_e_r;_id_an_ o_riv_e _______________ ...,I EJ 3249 Sheridan Drive, Amherst, UY 14226

Meter Level Data : 0 ~ Site Level Data G Account Level Data

Portfolio Manager Property : Click or Begin Typing [ Map ]

18

2. To Map a property, type the property name into the “Portfolio Manager Property” and click Map.

a. This will map an additional property to the Resource Advisor site selected in the exact same way as on the Property Report page. This will add Resource Advisor meters to PM and sync data.


To un-map a specific property, click Un-map next to the property name.


3249 Sher idan Drive, Amherst, tlY 14226

Meter Leve l Data: 0 @ Site Lev el Data () Account Lev el Data

Portfolio Manager Property: Click or Begin Typing


3249 Sheridan Drive, Amherst, NY 14226, US

Y ear Built: 2008 Total Area (sq. ft): 12044

fl]sync 8

19

3.

4. If a site is mapped to multiple connections, you must filter to the appropriate connection before you can edit the property.


attribute information for each Property use as seen below.

] Property Use(s) of Store #10837 _3249 Sheridan Drive ..,.

Retail Space

Property Use Type retail

Total Gross Floor Area 1204-4

Weekly Operating Hours 87

Number Of Workers 8

Number Of Computers 9

Percent Heated 100

Percent Cooled 100

Number Of Cash Registers 5

Number Of Walk In Refrigeration Units

Number Of Open Refrigeration Units

0

4

Energy Star Site Benchmarking * Store #10837 _3249 Sheridan Drive , Store

Property Store #10837 _3249 Sheridan Drive ..,. Score .... Go

20

Additional Information This page gives you the most detail about the properties in one location. It includes all property

This page will show the Energy Star Score or EUI for the property in the Energy Star Site Benchmarking Report. This can be placed on the Homepage using the Star icon.

Client Level Widget The Energy Star Client Benchmarking Widget allows you to see a broad overall view of the client’s energy Star Portfolio.


Select Widget Category:

I Benchmarking ..- i Add Widgets

! Energy Sta r C lient Benchmarking ! Energy Sta r Site Benchmark ing

• diet: and drag title to add to dashboard

Energy Star Client Benchmarking ,

Rite Aid # of Scored Properties 0

# of UnScored Properties 1

# of Unmapped 0 Properties

Properties Above 75 0

Properties Below 50 0

Properties Certified 0

Properties 8 igib/e 0

Leaders Laggards

N/A a NIA a

21

Add Widget To add the client level widget, go to “Benchmarking” in the Widget Library and select “Energy Star Client Benchmarking” to drag and drop.

Information Shown on Widget The widget will show information related to the most recent month of data. Therefore if you have a score for November 2013, it will be shown as “UnScored” below. The Leaders and Laggards will show properties with the highest “green” scores (greater than 75) and lowest “red” scores (less than 50). This widget is helpful to gauge the general standing of a client’s Energy Star Portfolio.


Select Widget Category:

[ Benchmarking ~

Add Widgets

Ener Star Client Benchm arkin

Ener gy Star Site Benchmarking

• dia,; end drag title to add to dashboard

Energy Star Site Benchmarking '\ )

Click the edit icon ( '\ ) above to setup this widget

22

Site Level Widget The Energy Star Site Benchmarking widget

Information shown on Energy Star Site Benchmarking To see site Information, you must choose a specific site. Click the Wrench in the toolbar and select Edit.

Type in the site you want information for in the box that appears and click Save.


Energy Star Site Benchmarking

Site : Click or Begin Typing

Energy Star Site Benchmarking " )

Source Energy Use

Intensity:

Tota l Energy

Consumption:

Weath er

Normalize d Total

N/A

N/A

N/A

Area: 12,044 ft '

Property Type: Retail Store

App licat ion Status : N/A _Consumpt ion: _____________________________________________________________________ _

Weath er

Normalize d EU!:

Period:

N/A

Dec 2013

Certifi cat ion Years: N/A

Cert ifi cat ion Eligibi lity: No

Eligibility Date: N/A

Property f to re #10837 _3249 Sheridan DrivE " l f core Go

X

23

The widget will then populate with the appropriate site details on the user’s dashboard.

Direct technical assistance can be reached at [email protected]


mailto:[email protected]

Portfolio Manager and Resource Advisor – Exchanging DataStart Connection Setup in Resource AdvisorAdd Schneider Electric as a Contact to your Portfolio Manager AccountConfirm share in Resource AdvisorSharing Properties in Portfolio ManagerStep 4: Share Properties in Portfolio ManagerProgram Setup in Resource AdvisorOnce you’ve completed the previous steps, you now need to return to Resource Advisor and finish the set-up process.Manage > Energy Star – Program SetupProperty Report

Manage > Energy Star – Energy - Property ReportSummary:Navigation & Customization of your Portfolio Manager Data within Resource Advisor

Site OverviewMapping SitesAdditional Information

Client Level WidgetAdd WidgetInformation Shown on Widget

Site Level WidgetInformation shown on Energy Star Site Benchmarking

Portfolio Manager Connect: Portfolio Manager Connect_2: Portfolio Manager Connect_3: Portfolio Manager Connect_4: Portfolio Manager Connect_5: Portfolio Manager Connect_6: Portfolio Manager Connect_7: Portfolio Manager Connect_8: Portfolio Manager Connect_9: Property Report: Portfolio Manager Connect_10: Portfolio Manager Connect_11: Summary: Portfolio Manager Connect_12: Navigation Customization of your: Portfolio Manager Connect_13: Portfolio Manager Connect_14: Portfolio Manager Connect_15: Portfolio Manager Connect_16: Portfolio Manager Connect_17: Portfolio Manager Connect_18:

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