Connecting Portfolio Manager to Resource Advisor...Connecting Portfolio Manager to Resource Advisor October 2015 Direct technical assistance can be reached at [email protected]

pepco Energy for a changing 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]

h·F: Dashboard/ Home • Energy Star Data Exchange Progrem Setup

Energy Star Data Exchange Program Setup

CheckQt

Missing

invoice Revie w

DATA

In order for Resource Advisor to J)rovlde Data Exchange services to Portfolio Manager, you r Data Entry & Tracking

existing properties andbeg11sendingdata. lf youneedtosetupanew accounl, ciekhere D.:ill!ICheckb t

&+&+·I:

nt.ResourceAdvisor wil then map to your

To set up Data Ex change between ResourceAdvi$or and Portfolio t,l i,nager, you wil need t Data Control or has access to your ::iccount and

properties. Please cick here fordetaded instruct1011s and when prompted in Portfolio Manage ENVIRONMENTAL TRADltlG PROGRAM ur account.

[ Confirm A rmunt Share ]

. backtotop -

CARBON

CarbonMaps

_r. GlobalSoundarySetup

a software of C., DOCU MENTS

CONTRACTS

IWTIATIV1':S

SURVEYS

OuestiOnnaire library

Response library

EtlERGY STAR

I~ SHeOverview

Property Report

-47la-a f4c-4730affbe8fe [Q)

-Cl2014SchnederElectnc

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.


2

v'I Overviews 9 Research 'v Plan Q Manage Q Report ~ Admrmstratlon

Dashboard / Home • Energy Star Data Exchange Prog ram Setup


Con nection Manager Program Setup

In order for Resource Advisor to provide Data Exchange services to Portfolio Manager, you must already have a Portfolio Manager account. Resource Advisor w iD then map to you r

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

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

Filter connect1ons

Connections

Connection Name

There are no record(s) to display.

9' Overviews r'v' Research

Dashboard/ Home • Energy Star Data Exchange Program Setup

Connection Complete

Setup Complete Shared Properties

Page 1 of 1 I 1 IO Total Records

I~ Plan VI Manage


Connection Manager Program Setup

Created By Status

View: 25 • # of rows

~ Report ~ Adm1mstrat1on

In order for Resource Adviso r to provide Data Exchange services to Portfolio Manager, yo u must already have a Portfolio Manager account. Resource Advisor w ill then map to your

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

To set up Data Exchange between Resource Adviso r and Portfolio Manager, you w ill need to set up the connection and share you r account so that Resource Advisor has access to

you r account and properties. Please click here for detailed instructions on how to connect to you r Portfolio Manager account.

Name you r Connection: • Test_Account

Filter Connections

Connections

Connection Name

There are no record(s) to display.

Connection Complete

[ Gene,ate Key J


Page 1 of 1 I 1 I O Total Records

Created By Status

View : 25 .,.. # of rows

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.


3

~ Overview s ~ Research ~ Plan vi Manage 9' Report ~ Admm1stratIon

Dashboiud / 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 Adv isor w ill then map to y our

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

To set up DEita ExchBnge between Resource AdVisor and Portfo lio ManBger, you w ill need to set up the connection Bnd share your account so thBt 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 Tota l Records

Created By

Chelsea Mason

Status

Not Connected

V iew 25 • # of rows

• ENERGY STAR* Welcome SchneiderElectric_Test Accou nt Settingsl1 Contacts 11!:::!..filQ I Sign Out

~ PortfolioManager® MyPortfolio Sharing Planning Reporting Recognition

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:


4

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

- ENERGY STAR®

n:IMliZ·•;j PortfolioManager® MyPortfolio Sharing Planning Reporting Recognition

My Contacts Th is is w here y ou k eep track of y our co ntact s and/o r organizat ion s (i.e. people or co m panies asso

Regist ered A rchit ect s , or oth ers w ith w hom y ou share info rmat ion ). Y ou ca n add any one as a co nt

and y ou c an share y our pro perti es & report s w ith any of y our c ontact s. Y ou can im port oth er P ortfo

th eir acc ounts and sending a connect ion request.

Add Organization

Find Contact in Portfolio Manager Searc h using, any of t he c rit eri a below .

Name :

U se rn am e: I Schn eiderSPPI

E m ail :

ail Schneider Electri We b Services

Cii@N Canc el

Your Search Criteria EN ERGY STAR Lin k Accoun t for Cli ent Sharin g w it h Schn eider Electric

Name: ail Schneider Electric We b Services SPP Account for We b Services w ith Schn eider Electri c

Use rn ame: I Sc hn eiderSPP l~ I

Email Address:

l .,

3. Next, select “Add Contact”:

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

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


5

Send a Connection Request to Schneider E lectric Web Services to Begin Exchanging Data Schneider Electric Web Services requires the following information in order to exc hange data with y our pro perty(ies). If you have any question s about how to com plete this inform ation . please contact Schneider Electric Web Services. O nce y o ur connection re quest ha s bee n accept ed . y o u c an share ind ivid ual propert ies

and/ or meters w ith th em t o get started ex c hanging data.

Connec ti onKey : "11 b1 5fdf97-04 77 -4 788-a421 -0458214429bb 11 Example: 55a83eb0..2d33--44dc-a 0cb-76a2e866f7e9

This is used in Sch neider Electr ic's Resource Advisor d ata exchange set up process:1-300 Chara cters

Term s of Use:

Ag ree m ent :

None Provided

" m;;;J]1 agree to my provider's (Schneider E lectric Web Services) Term s of Use . t Send Connection Request

Follow Us (;J K) ~ Privacy Policy Browser Requirements ENERGY STAR Bui ldings & Plants Website

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

Dashboard J H ome » Energy Star Data Exchange Program Setup


Connection Manager Progra m Setup

In order for Resource Advisor to prov ide D ata Excha.nge services to Portfolio M anager, you must already have a Portfolio M anager a ccou nt. Resource Advisor w ill then map to y our

existing properties and begin sending data . If you need to set up a new account, c lick here

To set up Data Exchange betw een Resource Advisor and Portfolio Manager, yo u w ill need to set u p the connection and share yo ur accou nt so that Resource Advisor has a ccess to your account and properties. Please c lick here for detailed instructions on how to connect to your Portfolio Manager accou nt.

Connection Setup

Step 1 : S h a r-e A ccoun t

Name: T est_A ccount 8 Connection Key: b1 5fd f97-0477 -4788--a4 2 1-0458214429bb [!'.Q] Visit Portfo lio Mana g er to complete the connection process. Detailed instructions for how to connect with Resource A d viso r a v ailable here

F ilter Con n ect ions

Connection s

Connection Name

Te.st_ Account

Connection Complete

No

Setup Complete Shar-ed Pr-operties

Pag e 1 of 1 I 1 I 1 Total Recor-ds

Created By

Chelsea Mason

Status

Not Connected

View : 25 .... # of rows

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.


6

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

Dashboard / Home » Energy Star Data Exchange Program Setup



In order for Resource Adv isor to prov ide Data Exchange services to Portfolio Manager, y ou must already ha v e a Portfolio Manager account. Resource Advisor will then map to your

existing properties and begin sending data. If y ou need to set up a new account, click here

To set up Data Exch an ge between Resource Advisor and Portfolio Manager, you will need to set up the connection an d s hare your accou nt so that Resource Adv isor has access to yo ur acco unt and properties. Please click here for detailed instructions on how to connect to y our Portfolio Man ager account.

Connection Setup

St ep 1: Sha.-e A ccount

Name: Test_A ccount 8 Connection Key: b 15fdf97-0477-4788-a421-0458214429bb l9J V isit Portfolio Manager to complete the connection process. Detailed instructions for how to connect with Resource Advisor av ailable here.

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

Follow the instructions in the set up document to share your properties for Data Exchange with Resource Advisor.

( Confi rm Pro perty Share ]

Filter Connections

Connections

C o nnectio n Name

Test_Account_SchneiderElectric_Test

Connectio n Com p lete

No

Setup Complete Sha.-ed P.-op erties

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

c.-eated By

Chelsea Mason

Statu s

Active

V iew: 25 ..... # o f rows

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


7

GYSTA

Portfolio anager® MyPortfolio Sharing Planning Reporting

MyPortfol o

My Shar d Properties 2)

Share (or Edit Access to) a Property

Download Sharing Report

Sh ring Pl nnin

Sharing Notifi

You have none

Reporting Reco nit"1on

Share (or E dit Access to) Properties sometimes tt·s r ealt bl@ t o s h re our propeny w1th someone else M be they need 10 he1

m ulom"-! tt Hy) or pro cogn i tion tr t hi ound Uk w h t you n . st n o-vt by

who ou .. d like t o st'lare with them If you h ve Ire Cl sn red propen1 s you can lso use trlts rorm t o edit

S elect Properties

v I o r aec~ss ,at e,r For now wn•cn oro--rtfes do vou

• Select P<operty •

Select People ( Accounts )

To•••

do you ~nt to sh r e th~e- propert l s wnh (or mod i fy the-Ir ee s t or Ch c: n cun , nt n you·1 1 1 to p df\, ,,._

contacts t:>ook

hold oown your Control (CTR ) key nd cue on ••c:h ._ •PP••-r In lhls ll•t

,on Only yo-t)r

d. Select the property(ies) to share e. Select Web Services, Schneider Electric to share with

f. Once the property is selected, choose “I need to give different permissions for different share requests, and/or I need to give Exchange Data permissions.”

g. Click Continue.


8

II rr11, j)D)

Choose P,ermissions

If you only need to choose one permission (because you are doing a single share or you want to give the same permiss ions for alll of your shares), you can choose that permission here. Otherwise, you may ass ign different permiss iOins for different properties and/or con tacts on the next screen.

" 0 I am doing a single share OR 11 want lo choose the same permissions for all of my

share requests.

IO I I need to give different permissions for different share requests, andfor I need to

give Exchange Data permissions.

Continue

Hon• CLBtom Accots,o E>«:h,.,n Dain

Wtb st01ct1: Sd1'lt!dt! Elt«n

Select Exchange Data Access Permissions t

Item None Read Only Access Full Access

P roperty lnfonnat ion e 0 ®

A ll Meter In f o rmation

Goals, Improvements. & C h ecklis ts] ~

Recogn itio n L (.) T A dd itiona l Options:

Item

@

for Schneider Electric Web Services.

Yes No

Share Forw.Jrd I I A llow Sch n e id e r E le c t r ic Web Services t o s h a r e t h is p roperty w it h o thers a n d g ive them any permissions t hat h e / she has , in c ludin g ~ the r ig h t t o share w it h more people .

-~--~-

Apply Selections & Authonze Exchange

.....

2. Click “Exchange Data” for each site

3. In the menu that pops up (see below), select “Full Access” for “Property Information,” all meters, “Goals, Improvements & Checklists,” and “Recognition.”

4. Choose “No” for allowing Share Forwards. 5. Click “Apply Selections & Authorize Connection.” Please note this will need to be

done for every property. At this time there is no bulk share option in Portfolio Manager.

6. Once the sections have been applied, click “Share Property(ies)


9

Name IID)

Web Services Schneider Electric

Connection Setup


Name: Test_Account2 8 Connecton Key: 841 8c3211-<196f-438e-b076-876e5d08d563@]

None Read Only

Access Full Access Custom Access Exchange Data

Share Property(ies)

Visl Portfolio Manager to complete the connection process. Detailed ilstructions fo r how to connect wlh Resource Advisor available here .

., Step 2: Share Properties

Follow the i'lstructions il the set up document to share your properties for Data Exchange wlh Resource Advisor.

( Confirm Property Share J

Connection Setup


Name: Test_Account2 8 Connection Key: 8418c32~96f -433c-b076-$76e5d08d563 ['.Q] Visit Portfolio Manager to complete the conn ection process. Detailed instructions for how to connect w ith Resource Advisor available here .

., Step 2: Share Properties

Follow the instructions in the s et up document to s hare your properties for Data Exch ange with Resource Advisor.

[ Confirm Properly Share J Step 3: Share Complete

.,

Set up the d etails of your conn ection on the Program Setup page or Create New Connection.

Confirming Property Share in Resource Advisor:

1. Returning to Resource Advisor, click “Confirm Property Share.”

2. A green check mark will appear to confirm the properties are being shared. a. Note: This will take a few minutes to accept the property shares from Portfolio

Manager.


10

y) Research

Dashboard I Home » Energy Star Data Exchange Program Setup



DATA

Data Entry & Tra cking

Data Checklist

Data Control

EN ERGY STAR

Program Setup

Site Overview

Property Report

In order for Resource Advisor to provide Data Exchange services to Portfono Ma nager, you must already have a Portfolio Manager account. Resource Advisor will lhen map to your

existing properties and be9in sending data. If you need lo sel up a new account, click h.ere

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 lo your account and properties. Please click here for detailed inslructions on how to connect lo your PortfoUo Manager account

Name your Connection: ~~--------------~ ( Generate Key ]

Filter Connections

Connections

Connection Name Connection Complete Setup Complete Shared Properties Created By Status

Tesl_09122014_Rvarisco Yes No Rusty 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

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.


11

1 - ~ a .... --x- J Schneider Eltctric lndustri~ SAS [FR] *t X Bl Googl~ p .

'iir f.,vorites W ID Help (J Suggtsttd Sit~ ... ji'.J Get more Add-ons ...

la R~ource Advisor fa} ... ~ ... g iii ... Page ... Safety ... Tools •

Done

V Overview s v Resett rch 'v i Plan v Manage 'v Report -t, Adm rmstrt1t1on

011shbo11rd I Home • Energy Star Data Exchange Program Setup


Program Setup

Which d11!11 source$ do you w11nt lo lr11ck il Portfolio M11n119er? 0

(C] District Chilled Water

Chiller using Natural Gas

~ District Chilled Water Other

(C] District HotWater

~ District Steam

O Electric

(Cl Eltctricon ~ eSolar

(Cl EltctriconSite Wind

~ Fuel Oil Nol

~ Fuel0i1No2

~ Fue10i1No4

~ Fuel Oil NoS or 6

Sendd11tatoPortfolioMana9er: Q

ourcesto11mploeachPortfolioManagerservice: O

gtoservice montnsbegilni'lg: Q

Which Resource Advisor lites are partlcipatilg il the Energy Star program? 0

Ll localintranetlProtectedMode:Off

Please designate how y ou w ant Resource Advisor sources to map to each Portfolio l l ana ger service: 0

Mapped Services

Portfolio Manager Data Sources Resource Advisor Services UOM Send Data

Electric [ Electric Pow er ,. ] [ kW hj ,.1 ~

" • • ~ 100% •

-------------------------------------------------------------------------------------------------------------------

Natural Gas I Select UOM ... ] ~

@ Site Lev el Data

rJ Send Cost data

el A ccount Lev el Data

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.


12

Keep Portfo lio r.l anag;er up to date w ith data b:elanging to service months b:eginn ing: 0

._I J_an_u_aryc,_,_20_1_4 __.I m

5-encl data to Portfo lio Mana.g;er: 0

Da ily

Daily

Weekl'y

Monthly

Which Resource Advisor sites are participating in the Energy Star program? 0

Division/ Site Group Ste Country

DIv Is1o n / Sit e Group:

a Add all Sites 1n the OIVISIOn / Site Group

Sit e ~lame Div is ion Name

Store #10837 _3249 Sheridan Drive Store

Page 1 of 1 I 1 11 Total Records

...

e p,

Country Name

USA

Stat us

Active

To map Resource Adv isor sites to Portfolio Manager properties one by one, go to Site Overview page.The Energy Star Property Report w ill allow you to map sites to properties in bu lk.

X ALL

X

View : # of rows

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.


13

~ Overviews ~ Research

Home » Dashboard I Home

~ Plan 1 ~ Manage

DATA

Data Entry & Tracking

Data Checklist

Data Conlrol

ENERGY STAR

Program Setup

Davidsonville

301 @9

[;;I Change La~out

K

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.


14

rm,~r 0.,1,

D1v1•1on1c.,o.,.,, !',.,.,., l',opony, M<>PP'"" M<>o.,., M<>to , --~ - - -Seo«•~-, Score,>•, r11g,b11,ty , c.,.-t,11ca11on s,,. , .,,. , Syn" i;t,.,.,., ----mma

f- n,~ 1, · 1r p,, ,p.~ t-, ...:1·r· ,r~

....

r l !i,you,

['

Chang ing the property mapping for the sites w ill delete any existing meters and usage mapped through Resource Adv isor and new on es created.

. ...

3. The following warning will appear. Please note that once you have created RA meters in

PM, any remapping will delete these previous meters and add new ones based on any

new mapping. This allows for easy editing of new meters.

a. If this is your first time setting up a connection with PM please click “ok” and proceed.

b. If you have question on this warning screen please contact your PEPCO KAST

contact.

4. On the next screen, you can begin typing any portion of the property name in the box to

call up the name of the Portfolio Manager property.

5. Next, check “Sync” to complete the mapping. 6. Lastly, click Save to complete this step.


15

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

Page 1 of 1 I 1 11 Total Records

El Sync Property Address

3249 Sheridan Drive Amherst, NY 14226

• Properties in red des ignate that Resource Adv isor does not hav e

sufficient permiss ion to update this property or one of its meters in

Portfo lio Manager.

Area Score Score as of

12044

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

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.


16

1 Overviews ~ Research

Data Entry & Tracking

Data Checklist

Data Control

;,.., Admm1stration

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.


17

Site Overview

l ~[s_t_o_re_#_1_0_3_37 ___ 3_2_4_9_s_.h_er_~_a_n_o_r_w_e _______________ ~J 81 3.249 Sheridan Drive,.Amherst, NY 14226

Meter Levell Data: 0 @ Site Level Data <E) Account Level Data

Portfolio Manager Property: Click or Begin Typing

Site Overview

[_s_t_o_re_#_1_o_s_·3_7 __ 3_2_4_9_S_h_e_r_id_an_ D_rw_e ________________ -] E)

3.249 Sheridan Drive , Amherst, NY 114226

Meter Leve l Data: 0 @ Site Level Data O Account Lev el Data

Portfol'io Manager Property: Click or Begin Typing [ M"P )

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.


18

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

#1C!'B37 _3249 Sheridan Drive

3.249 Sheridan Driv,e, Amherst, NY 114226

M,eter Le,ve ll Data,:: 0 @ Site Level Data O Account Level Data

Portfol'io Manag,e,r Prope,rty : CJickorBegin Typing

.... Store #10837 _3249 Sh eridan Drive

3249 Sheridan Drive, Amherst, NY 14226, US

Y ear Bu ilt: 2008 Total Area. (sq. fl): 12044

~Sync 0

3.

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

before you can edit the property.


19

Property Use(s) of Store #10837 _3249 Sheridan Drive ~

Reta.ii Space

Property Use Type

Total Gross Flo or A rea

Weekly Operating Hou rs

Number Of Workers

Nu mber Of Computers

Percent Heated

Percent Cooled

Nu mber Of Cash Registers

Nu mber Of Walk Ir-. Refrigeration Units

Nu mber Of Oper1 Refrigeratior-. Units

reta il

12044

87

8

9

100

100

5

0

4

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

Property:[ Store #10837 _3249 Sheridan Drive ~ j Score

Additional Information

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

attribute information for each Property use as seen below.

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.


20

Select Widget Category:

t Benchmarking ..- J

Add Widgets

! Ener gy Sta r Client Benchm arkin g ! Ener gy Sta r Site Benchmarkin g

• cl i ct and d B{I t it le to adrl to dash board

Energy Star Client Benc~marking '\

# of Scored Properties 0

# of UnScored Properties 1

# of Unmapped 0

Propett/es

Properties Above 75 0

Properties Bel ow 50 0

Properties Certified 0

Properties Eligible 0

Leaders Laggards

NIA II NIA II

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.


21

Select Widget Category:

[ Be nchm arkin g ""' j

Add Widgets

Ener Sta r Cli ent Benchm arkin

Ener gy Sta r Site Be nchm arkin g

• ci i ci and dJSll t it le to add to dash boeJd

Energy Star Site Benell marking , ) I

Click the edit icon {,) above to setup this w idget

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.


22

Energy Star Site Benchmarking

Site : Click or Begin Typing

Energy Star Site Benchmarking ~ >

Source Energy Use

Intensity:

Total 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 _Consumption: _____________________________________________________________________ _

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 lare #10837 _3249 Sheridan DrivE " l f core Go

X

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

Direct technical assistance can be reached at [email protected]


23

mailto:[email protected]

Documents

Connecting Portfolio Manager to Resource Advisor...Connecting Portfolio Manager to Resource Advisor October 2015 Direct technical assistance can be reached at [email protected]