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handbook
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?