Are You Ready for ENERGY STAR® Portfolio Manager Upgrades?

Portfolio Manager, the ENERGY STAR® benchmarking tool for buildings, is scheduled to undergo a significant upgrade this summer. Users will see improvements to usability and performance once implementation is complete in mid-July 2013. New features will include tabbed navigation that will allow users to quickly move between the portfolio and property levels; an intuitive Add Property Wizard; improved sharing features; new table and graph reports; and tools to check data quality.

Users will also have access to a sustainable buildings toolkit that will help you set targets and baselines for all of your buildings at once, as well as track building performance (against Median, Baseline and Target levels), other certifications (LEED, Green Globes, etc.), and energy projects for individual properties.

Changes That Will Impact Your Data

While the US Environmental Protection Agency (EPA) and the ENERGY STAR Portfolio Manager team have stated that there will be no changes to existing data; the scoring process for rating buildings; or access credentials, there are several things that existing users should be aware of prior to the upgrade:

  • Portfolio Manager will be offline from June 26 – July 9, 2013, and during this time no information can be entered and no previously submitted applications will be reviewed or processed until July 10, 2013
  • Though data entered will not change, slight adjustments to metrics may result in small changes to your Energy Star and Energy Use Index (EUI). Because of this it is highly recommended that you print a copy of your Statement of Energy Performance (SEP) no later than June 25. Once the new system is in place there will be no way to recover your building’s score under the previous system
  • If you participate in the Automated Benchmarking Services (ABS), where your utility automatically submits building energy and/or water usage to Portfolio Manager, you need to confirm that your utility has made the proper preparations to be able to continue to share data using the new system. If your utility does not plan to make this adjustment, you will need to manually enter your building’s usage data
  • There will be several new types of properties added to Portfolio Manager as part of this upgrade. Be sure to check into your account shortly after July 10 to make sure the buildings in your portfolio are still classified correctly
  • Another change to Portfolio Manager that coincides with this upgrade is that Data Centers will no longer be able to apply IT Estimates in lieu of actual measured usage data

Full details including a variety of demos and recorded presentations regarding these changes can be found at

Whether you need guidance in getting started with using Portfolio Manager for a single building, or need ENERGY STAR Statement of Energy Performance (SEP) Verifications performed for multiple buildings in your portfolio, GHT has expert staff to assist you. Contact us for more information.


As Section Head of Building Energy Services in GHT’s Operations & Energy Services (OES) studio, Jeffrey Salay, PE, CEM, LEED AP leads the firm’s efforts to provide ENERGY STAR benchmarking services, conduct ASHRAE energy audits and other energy studies, and design energy efficiency upgrades.