The Ultimate Guide for Portfolio Managers

Just received your invitation to set up your portfolio? This guide will walk you through all the essential steps that you need to get your portfolio up and running, including inviting users, editing user permissions, energy data syncing, adding and removing sites, and creating subgroups. 

Inviting Users to your Group

Starting off, you'll want to invite the users who will be managing your data. You’re the portfolio manager, with ownership rights over the group of sites. You can invite two other types of users to help you manage your sites:  

  1. Portfolio Members = have the same views as a Portfolio Manager, can collaborate on reports (GRESB, CDP), add/edit all sites, access utility sync data, and invite users.
  2. Site Managers = Can view and edit a specific site including site profile, utility data, projects & audits, and certifications & ratings

Navigate to this article to learn how to invite appropriate users to help you manage your portfolio.

Linking with ENERGY STAR

If the sites you’ll be managing in Measurabl are already entered in ENERGY STAR, you’ll want to link your account with ENERGY STAR to pull your sites’ historical data from ENERGY STAR into Measurabl.

If you don’t have an ENERGY STAR account set up yet, first follow the steps in this guide to create an account.

If you already have an ENERGY STAR account for your portfolio, simply follow these steps to link your account and your sites with ENERGY STAR.

Adding and Sites
You can't invite site managers without having sites first! Also, if your portfolio acquires new sites, or stops managing sites, you’ll need to add and remove the sites from Measurabl. There are two ways that you may add sites to your portfolio. Option 1 you will use if you have your sites synced with Energy Star; Option 2 will be used if you are adding manual sites.

Option 1:

How to Add Sites to your Portfolio (sites in ENERGY STAR):
1. If you have not already, add the site in ENERGY STAR following these steps
2. Share that site and its meters with Measurabl following these steps

Option 2 (Adding manual sites without ENERGY STAR):

How to Add Sites to your Portfolio (for manual sites not in ENERGY STAR):
1. Navigate to the “Sites” page in your account.
2. Click on the green “+” button, “Add Site”.
2a. To add manual sites in bulk, follow these steps
3. Fill in the Site Details for that site, and click “Save”.

Removing Sites

Before removing any sites, be sure that you truly want to exclude them from your performance metrics in Measurabl. Note that GRESB, for example, requires including sites in your report if your organization owned them for any period of time during the reporting year. 

Deactivating sites: You can deactivate sites by toggling the radio button in the "Active" column on the right of the table on the "Sites" tab. You can always go back and reactivate the site within the "Sites" tab if needed. 

Mark_Inactive.png

Deleting ENERGY STAR sites: To fully delete an ENERGY STAR site, you'll need to delete it within ENERGY STAR

Deleting manual sites: You can delete manual sites within the "Site Overview" tab:

Delete_Site.png

Creating subgroups: Subgroups are buckets of sites within a larger portfolio. Learn more about creating subgroups here

Please feel free to contact support if you have any questions involving your portfolio setup or adding sites!

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request