Purpose of this article
This guide explains how internal property managers use Scaler to collect, validate, and submit operational sustainability data.
Your role in Scaler
As an internal property manager, you are a primary data provider employed directly by your organization.
You manage day-to-day building operations and have direct access to utility bills, meter readings, and operational information. Your data powers the entire ESG reporting ecosystem.
Your key workflows in Scaler
Workflow 1: Enter utility consumption data
When you'll do this:
- Monthly or quarterly after receiving utility bills
- During reporting season when requested by ESG teams
- When responding to data request notifications
- After meter readings are collected
Where in Scaler: Data Collection Portal → Asset → Energy / Water / Waste
What you'll need to know:
- Adding physical meters & consumption
- Meters & consumption overview
- How to use the Scaler spreadsheet
Workflow 2: Add or update meter configurations
When you'll do this:
- During initial asset setup
- When new meters are installed
- When utility accounts change
- When meter coverage changes (e.g., tenant submetering added)
- When meters are decommissioned
Where in Scaler: Data Collection Portal → Asset → Meters
What you'll need to know:
- Adding physical meters & consumption
- Meters & consumption overview
- Asset setup basics
Workflow 3: Respond to data requests from ESG teams
When you'll do this:
- During reporting season (typically Q1-Q2)
- When ESG teams identify data gaps
- Monthly or quarterly data collection cycles
- When clarification is needed on submitted data
Where in Scaler: Data Collection Portal → Portfolio → Data Requests
What you'll need to know:
- Using the Data Request Tool
- How data enters Scaler (four supported methods)
- How to use the Scaler spreadsheet
Workflow 4: Upload data via spreadsheet
When you'll do this:
- When entering data for multiple assets at once
- When historical data needs to be loaded
- When bulk updates are more efficient than manual entry
- During initial asset onboarding
Where in Scaler: Data Collection Portal → Asset → Upload Log (to review uploads)
What you'll need to know:
- How to use the Scaler spreadsheet
- Adding physical meters & consumption
- Understanding data quality alerts
Workflow 5: Review and resolve data quality alerts
When you'll do this:
- After uploading data
- Before reporting deadlines
- When notified of unusual consumption patterns
- During monthly data quality checks
Where in Scaler: Data Collection Portal → Portfolio → Alerts Data Collection Portal → Asset → Upload Log
What you'll need to know:
- Understanding data quality alerts
- How to use the Scaler spreadsheet
- Adding physical meters & consumption
Quick reference: Where you'll work most often
Scaler location | Primary use |
Data Collection Portal → Asset → Energy / Water / Waste | Enter and review consumption data |
Data Collection Portal → Asset → Meters | Add and manage meter configurations |
Data Collection Portal → Portfolio → Data Requests | Respond to ESG team requests |
Data Collection Portal → Asset → Upload Log | Review spreadsheet uploads and resolve errors |
Data Collection Portal → Portfolio → Alerts | Track and resolve data quality warnings |
What to focus on during onboarding
✅ Confirm which assets you are responsible for ✅ Understand required meters and data frequency ✅ Learn how to enter data efficiently (manual vs. spreadsheet) ✅ Review data quality alert types and how to resolve them ✅ Understand data request notification workflows
Need help?
- Review Scaler Knowledge Base for detailed how-to guides
- Ask Lumi AI for instant answers to platform questions
- Discuss with internal ESG and asset teams for data requirements clarification
- Contact your Scaler Account Operations Manager for personalized support