Manage data in Portfolio Manager

Function: You — or a participant in your project — already uses ENERGY STAR Portfolio Manager and wants to keep data up to date there. Energy Stewards can link to that data, and automatically populate the energy data in your project site. Step 1:  In Portfolio Manager account, share building and its meters with RIA_Manager on read-only basis. Step 2: We will be notified of automatically by email of the Share request, and complete the connection. If that building has not already been set up in Energy Stewards, we will add it and its meters in your project site, mirroring the one already established in Portfolio Manager. Step 3: Once complete, meters where data is managed on read-only basis from Portfolio Manager are shaded green.