ES Admin Quick Reference Guide

• Key roles
• 1. Customize site content . . .
  
  • PROJECT SETTINGS
    
    • Add water or transportation use
    • Change sponsor, update weblink in top page header
    • Invite others to join project, promote success
    • Add real-time energy display for a building
    • Add ENERGY STAR or LEED certification tags
    • Set Default Baseline Year
  • ACTION TABLE
    
    • Update Action Table
    • Apply an Action Topic to specific building types
    • Associate an Action Topic only with select meter type
  • CUSTOM EDIT AREAS
    
    • Edit External Resources list in left navigation
    • Edit automatic messages to project applicants
    • Update project Home Page introduction
  • CUSTOM LISTS
    
    • Define project subsets, building types, etc.
    • Define water or transportation intensity
• 2. Connect with ENERGY STAR® . . .
  
  • Manage data in Energy Stewards
  • Manage data in Portfolio Manager
• 3. Manage organizations, buildings, meters . . .
  
  • ORGANIZATIONS
    
    • Add, update an Organization
    • Organization Leader function, edit
  • BUILDINGS
    
    • Add, edit, link to ENERGY STAR
    • Adjust a building’s Baseline Year
  • METERS
    
    • Set up meters, link to ENERGY STAR (to complete)
    • Spreadsheet energy data upload (to complete)
    • Transporation meters — work, commute (to complete)
    • Water meters
    • Q: Quick sync newly updated to Portfolio Manager?
• 4. Manage users . . .
  
  • Link user to building, organization
  • Engaging users – Mail Blast, Forum
  • Upload user data in spreadsheet
  • Can our participants invite someone to join?