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Is there a “Data Collection Worksheet”? Follow

Yes, we’ve recently launched a new & improved Data Collection Worksheet to help you gather all the information you will need to benchmark your property.

You can use this worksheet to create a “worksheet” (in Word or PDF) to send to others electronically or in hard copy. It will be especially helpful to users who need to gather this data from multiple sources.

Once you’ve filled in your Data Collection Worksheet, you will need to manually enter this data into Portfolio Manager.  There isn’t a way to electronically upload the Data Collection Worksheet, so the worksheet might not be helpful to everyone. For example, if you’ve got all your bills gathered, and already know what data you need, it would probably be faster to enter the data directly into Portfolio Manager. 

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