How to Guide
Create a Building Profile
in Portfolio Manager
- Register a new account with Portfolio Manager.
> DO NOT use any special characters in your username (letters & numbers only). KEEP A RECORD of the username and password, so that they are transferable to a new owner or manager—it is very difficult to change usernames and retrieve lost passwords.
- Under My Portfolio, click Add a Property and enter general information about your building. Note only * fields are required.
Go to STEP 3 to set up utility meters OR go back to STEP 1.