Link sites and meters

Last updated April 9, 2026

After you have shared your properties from Portfolio Manager to EnergyCAP, you are ready to link your sites and meters.

Link sites

From the root of your Sites and Meters tree you can view linked and unlinked sites on the ENERGY STAR tab.

ENERGY STAR tab for City Buildings with the Linked status list open showing Linked Buildings and Unlinked Buildings, above a table of linked buildings with submission type, area, month, score, EUI, and last submission.

  1. Use the filter and select Unlinked Buildings.
  2. Click the Link building text.
  3. Select the matching Portfolio Manager property from the list.
  4. Decide on your submission method.
  5. Click Save.

ENERGY STAR tab with the Linked status set to Unlinked Buildings, listing buildings by area with a Link Building link on each row and an arrow pointing to the link for Happy Valley Center.

Building ENERGY STAR Configuration dialog for City Hall with the Portfolio Manager property list open, showing Airport Police Training Center and Wilson Building.

Submission method

You can map each utility meter to a Portfolio Manager meter or you can aggregate your meters by commodity.

If you change your submission method from individual meters to meters by commodity you may want to use a new Portfolio Manager meter to prevent overlapping data and errors.

Remember if a meter doesn't exist in Portfolio Manager, EnergyCAP can create it for you.

When you submit by commodity you are aggregating all the meters for the site, for example, all the electric meters, and submitting to one Portfolio Manager electric meter. This option can help you quickly configure a site with many meters.

The option to submit Meters by commodity is not available with setup spreadsheets.

Building ENERGY STAR Configuration dialog for City Hall with the Portfolio Manager property set to City Hall - 17367572, the Individual meters submission method, and a Portfolio Manager meter selected for each checked meter.

Link meters

Only active meters in EnergyCAP can be linked to Portfolio Manager meters.

  • If an EnergyCAP meter becomes inactive, it loses its link to the Portfolio Manager meter.
  • If an EnergyCAP meter is moved to another site, it loses its link to the Portfolio Manager meter.

Check the EnergyCAP meter you want to submit to Portfolio Manager, choose the matching meter in Portfolio Manager, or create the meter in Portfolio Manager.

Building ENERGY STAR Configuration dialog with the Portfolio Manager meter list open for City Hall-ELE01, showing a Create in Portfolio Manager option.

Unlink options

You can unlink a meter, site, or your Portfolio Manager account.

  1. Unlink a meter at any time by unchecking the meter in the Site ENERGY STAR Configuration panel.
    Building ENERGY STAR Configuration dialog with an arrow pointing to the checkbox beside the City Hall-ELE01 meter.
  2. Unlink a site at any time from the site's ENERGY STAR tab using the More Actions menu.
    More Actions menu open with Edit ENERGY STAR Configuration highlighted, Update ENERGY STAR Scores and Metrics, ENERGY STAR Activity, and Stop Submitting Automatically options.
    Building ENERGY STAR Configuration dialog for City Hall with an arrow pointing to the Stop submitting to ENERGY STAR link.
  3. Remove your Portfolio Manager connection in the Sites and Meters module menu under ENERGY STAR->Settings.
    ENERGY STAR Settings dialog with the Portfolio Manager username City of Happy Valley [happy_valley], an Earliest submission month of June 2021, and an Unlink Portfolio Manager Account link.

Link sites and meters with a spreadsheet

The ENERGY STAR Mappings Update Spreadsheet lets you see what is and is not linked to ENERGY STAR.

To fix an incorrectly linked meter

  1. Unlink the meter.
  2. Save the spreadsheet and upload.
  3. Download a new spreadsheet.
  4. Link the meter.

Select the Portfolio Manager property

The spreadsheet lists each EnergyCAP site by Place Code and Place Name, to link or unlink to a Portfolio Manager Property choose your option from the drop-down.

Animated Place spreadsheet with Place Code, Place Name, and Portfolio Manager Property columns, with a drop-down arrow in an empty property cell. Only the first frame was reviewed.

Select the Portfolio Manager meter

After you map an EnergyCAP building to a Portfolio Manager property, you can map meters.

Animated Meter spreadsheet with Meter Code, Meter Name, Commodity, and Portfolio Manager Meter columns, with a drop-down arrow in an empty meter cell. Only the first frame was reviewed.

Automatically create meters in Portfolio Manager

While linking your meters you can decide to have EnergyCAP create the meter for you. All Portfolio Manager supported commodities can be automatically created except coal and influent flow.

The default commodity for automatically created meters is listed in Supported Commodities. It's important to review the default list when using the Create in Portfolio Manager option.

You cannot automatically create meters with a spreadsheet.

Create energy meters in Portfolio Manager

For EnergyCAP to submit use data to ENERGY STAR, you must use the correct units on meters in Portfolio Manager. 

Any existing PM meters must match the units specified in the supported commodities table (shown below). EnergyCAP automatically converts the usage from your EnergyCAP bills to the units of the PM meters.

You can see the list of supported commodities and the corresponding units in the application. From the Sites and Meters module menu choose Supported Commodities.

ENERGY STAR section of the module menu with Settings, Submit to ENERGY STAR, Activity, and Supported Commodities, with Supported Commodities highlighted.

Supported Commodities

This screenshot shows the ENERGY STAR supported commodities.

ENERGY STAR Supported Commodities dialog listing each commodity with its Portfolio Manager commodities and the required meter unit in Portfolio Manager, such as kWh for Electric and therms for Natural Gas.

Solar data

At this time solar data is not submitted to ENERGY STAR because Portfolio Manager expects additional pieces of information for each bill. It's recommended these meters and their bills be managed directly in Portfolio Manager.

Building floor area updates

EnergyCAP does not update the floor area of a building in Portfolio Manager. You must log in to Portfolio Manager and update the floor area for each building.

How to update a Portfolio Manager meter's use units

If you update the unit of measure in Portfolio Manager the bill history is not converted to the new unit. Portfolio Manager displays the new unit, but doesn't convert the use.

Three options exist for updating the Portfolio Manager meter to the correct unit, choose one of the following:

  • Set up a new Portfolio Manager meter with the correct use units. Make the effective date the earliest EnergyCAP submission date. Make the old meter inactive on the same date.
  • Convert or correct the use on all the historical bills.
  • If you prefer to keep the unit on your Portfolio Manager meter, you can request the mapping unit in EnergyCAP be updated to the existing Portfolio Manager meter unit. Submit a ticket to Tech Support for this change.