Configuring meter names in ENERGY STAR Portfolio Manager

In IBM® Envizi ESG Suite, configure the meter names that are sent to ENERGY STAR Portfolio Manager during an API data sync.

About this task

In ENERGY STAR Portfolio Manager, meter names are limited to 60 characters. When Envizi ESG Suite syncs with ENERGY STAR Portfolio Manager, it uses the following default terminology to form the corresponding ENERGY STAR Portfolio Manager meter name:
  • For Envizi ESG Suite accounts, by default Envizi ESG Suite uses the concatenated account style name, account number and account reference to form the corresponding ENERGY STAR Portfolio Manager meter name.
  • For Envizi ESG Suite meters, by default Envizi ESG Suite uses the concatenated meter name and meter serial no. to form the corresponding ENERGY STAR Portfolio Manager meter name.

ENERGY STAR Portfolio Manager meter names that exceed the maximum 60 characters limit can be truncated, and result in ambiguous meter names in ENERGY STAR Portfolio Manager.

At both the organization level and the location level, you can configure the terminology of meter names that are sent to ENERGY STAR Portfolio Manager during an API data sync. If you configure a setting at the location level, it overwrites the organization setting for the location. Otherwise, all locations inherit the same setting from the organization.
Terminology of ENERGY STAR Portfolio Manager meter names that are synced from Envizi ESG Suite accounts.
  • Use account style name, account number, and account reference (default)
  • Use account style caption, account number, and account reference
  • Use account number and account reference
  • Use account Number only
Terminology of ENERGY STAR Portfolio Manager meter names that are synced from Envizi ESG Suite meters.
  • Use meter name and meter serial no. (default)
  • Use meter name only
  • Use meter serial no. only

Procedure

  • At an organization level, configure the meter names that are sent to ENERGY STAR Portfolio Manager during an API data sync.
    Organization level settings are the default.
    1. From the Envizi ESG Suite main menu, click Admin > ENERGY STAR Settings.
    2. Select the required values for Terminology of ESPM Meter Names that are synced from Envizi Accounts and Terminology of ESPM Meter Names that are synced from Envizi Meters.
  • At a location, configure the account and meter names that are sent to ENERGY STAR Portfolio Manager during an API data sync.
    Location level settings override organization level settings.
    1. At a location, click Benchmark > Energy Star Location Settings.
    2. Select the required values for Terminology of ESPM Meter Names that are synced from Envizi Accounts and Terminology of ESPM Meter Names that are synced from Envizi Meters.