Portfolio energy — actual vs baseline
Needs attention
| Severity | Site | Message | Module |
|---|
Cold chain · out of range
| Point | Site | Temp | Range |
|---|
Energy intensity by site (kWh/ft²)top 10
Billed vs sub-metered electricity
End use — sub-metered
Demand profile — avg day, last 30 days
Cold chain — all monitored points Export compliance log (CSV)
| Point | Site | Temp | Range | Status |
|---|
Sensor registry
| EUI | Site | Model | Point | Type |
|---|
Users
| Role |
|---|
Customer portals
| Portal | Sites | Users |
|---|
Add site
Add device
gateway/platform device export → selected site
Dashboard KPIs choose the cards on the Overview page
Recommendations
ENERGY STAR score trend
Goals
Utility bill vs metered energy
| Site | Fuel | Period | Usage | Metered kWh | Variance | Status |
|---|
Add a Portfolio Manager property
Find the Property ID on the property's Summary tab in Portfolio Manager. The property must be shared with the Carmichael web services account.
Automatic updates
| Job | Last run | Status | Result |
|---|
Portfolio Manager connection
| Site | ESPM property | Last sync |
|---|
Customers must connect to the Carmichael web-services account and share each property before data can sync.
Portals
| Portal | Users | Sites | Devices | Bills | Last activity |
|---|
Activity (7 days)
Audit trail
| When | User | Portal | Action | Detail | Status |
|---|