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EXTERNAL HELP RESOURCES It is not the scope of our Support team to train and support EnergyCAP users on basic functionality of Excel's Power Pivot. Use of Report Designer comes with the presupposition that EnergyCAP users are comfortable working with the...
ISSUE: While pulling reports or navigating through EnergyCAP Online using Google Chrome, the application freezes and I am unable to click on anything and must close out. RESOLUTION: This is an issue with Google Chrome. With one of the latest updates to ...
ISSUE: When using EnergyCAP in my web browser, the login screen is not loading. This is due to Adobe Flash plugin being disabled through your web browser's update (EnergyCAP requires the Adobe Flash plugin to be enabled). Please see the possible options b...
_**This issue only affects self-hosted clients.**_ ISSUE: When I try to run a report in EnergyCAP Online, the report never appears or shows up blank. RESOLUTION: A recent update to the .NET version has caused the reports to "break". Follow the steps be...
ISSUE: Whenever I click SAVE under the ADMINISTRATOR section in EnergyCAP Online, I receive a "WHOOPS" message stating something went wrong. It happens in any section under ADMINISTRATOR. RESOLUTION: You are receiving this because in the ACCOUNTPERIOD t...
When adding a new meter you willl need to choose a template from our library. Make sure you select the correct one because you will not be able to change templates afterwards. This is due to all of the billing information for a meter being entered for a s...
UPGRADE ASSISTANCE for EnergyCAP Enterprise, EnergyCAP Professional, and EnergyCAP Online When EnergyCAP upgrade announcements are made, EnergyCAP, Inc. often receives a number of requests for upgrade assistance. To avoid delays in the upgrade proce...
CURRENT KNOWN ISSUES WITH ENERGYCAP EXPRESS, PRO ONLINE, AND ENTERPRISE ONLINE: * VENDORS - Unable to delete a vendor. A vendor cannot be deleted if there are records in the BillAccountMeter table of the database. ECO-953 * VENDORS - Unable to use t...
Below is a link to the list of Weather Stations that have been removed from AccuWeather's list of stations. They have removed approximately 500 stations but have added 1000+ more. If you are having problems with a weather station not getting the data, ple...
PROBLEM: You receive an 'Invalid Argument Date Encode' error when clicking on any place in the EnergyCAP Enterprise Facility Tree SOLUTION: Check to make sure you have a 'Fiscal Year Starts' month selected in the Global Settings Tools > Options - Glob...
ISSUE - When I open EnergyCAP Enterprise I am getting a message - "There is an error with your Catalog Service URL" RESOLUTION - There was a Customer Service Message (CSM) that was emailed out on 03/03/2015 and an updated one on 03/20/2015 advising...
We are making changes to our two Remote Desktop environments to ensure better security for our clients. We now only support Network Level Authentication (NLA). You can get more details about NLA from this link [https://en.wikipedia.org/wiki/Network_Level_...
ENERGYCAP ENTERPRISE: CUSTOM SPREADSHEET ISSUES/FIXES *BILLING PERIOD FILTER OPTIONS MISSING: ISSUE: Some reports and/or Custom Spreadsheets in EnergyCAP Enterprise Rel. 4.3 and previous don't show billing period filter options for "last month," ...
ISSUE: When upgrading the database, you receive an error 'Cannot insert duplicate key row in object'dbo.ComputedUnitSystem' with unique index 'AK1ComputedUnitSystem'. RESOLUTION: This error is caused by duplicates in your common unit for either Hot Wate...
SQL 2012 is not compatible with EnergyCAP Enterprise at this time. We are working to make it compatible. The best solution at this time is to stick with SQL 2005 or 2008.
ADDING A CATEGORY OR GROUP Categories are a way of organizing multiple groups. All Groups created in EnergyCAP Express must be placed in an existing Category. TO ADD A CATEGORY: * Navigate to GROUPS & BENCHMARKING from the Main Menu. * Click to...
ADDING A COST CENTER To add a new Cost Center: * Select ACCOUNTS from the Main Menu.. The Accounts navigation Tree View will appear on the left, and the associated PowerView will appear on the right. The new Cost Center can be placed either under ...
ADDING A MEMBER TO A GROUP After a Group has been created, it must be populated with desired group members. NOTE: Group members can only be added to user-created groups (yellow folders). Auto-Groups (blue folders) are created and maintained automat...
ADDING A METER All utility bills are tracked under a meter, and every meter must belong to a utility account. This mandatory structure mimics most utility bills and standardizes reporting and viewing of data. Bills must be tracked under a meter even w...
ADDING A USER WATCH VIDEO Adding new users is an Administration function. From ADMINISTRATION, click USERS ">Administrator - Full view and write access to all menus, features, and functions. The Administrator User Role is the only one that can cr...
ADDING BILL PROBLEM FLAGS MANUALLY You can add one or more Problem Flags to a bill in order to document abnormal circumstances and to serve as a reminder for follow up action. EnergyCAP provides a canned list of problem flags, or you can create more...
ADMINISTRATION Administration allows you to manage User Logins, configure Global Settings, and view your EnergyCAP Express account information. WATCH VIDEO [1] GLOBAL SETTINGS Use Global Settings for "one-time" configurations such as Organiza...
AUDIT DESCRIPTIONS Audits in EnergyCAP Online/Express are grouped into four categories that suggest their function and application. * BILL AUDITS examine primary elements of the bill itself, including statement dates, billed amount, control code...
BASICS OF IMPORTING BILLS WATCH HELP VIDEO It's easy to import bills from an Excel format or comma-separated value (CSV) format file. Watch this video, and others in the series, to gain an understanding of the bill import process in EnergyCAP. ...
BILL PROCESSING Bill Processing is the heart of EnergyCAP. Use Bill Processing to enter new utility bills, manage bill problem flags, display filtered lists of bills, and quickly copy a list of bills to the clipboard or spreadsheet. WATCH VIDEO [1]...
BRANDING ENERGYCAP EXPRESS WATCH VIDEO The EnergyCAP Express interface can be custom-branded in two ways: * With a company logo (up to 600 pixels in width x 60 pixels in height)* * With a company name (displayed on all reports) *In order fo...
CALENDARIZATION AND NORMALIZATION OVERVIEW CALENDARIZATION more accurately allocates utility bill usage and cost data for reporting purposes by dividing the data into day-size chunks and allocating them to the appropriate calendar month. NORMALIZA...
CALENDARIZATION OVERVIEW WATCH VIDEO Most utility bills have start and end dates that do not correspond to an exact calendar month: EXACT CALENDAR MONTH: Start date: 9/1/2011 End Date: 10/1/2011 Start date: 10/1/2011 End Date: 11/1/...
CORRECTING BILL IMPORT ERRORS [1]WATCH VIDEO It's easy to import bills from an Excel format or comma-separated value (CSV) format file. Watch this video, and others in the series, to gain an understanding of the bill import process in EnergyCAP....
COST CENTERS AND ACCOUNTS OVERVIEW Watch Video [1] To view Cost Centers and/or Accounts, click ACCOUNTS from the Main Menu. The Accounts Tree View provides a way of organizing and navigating the financial structure of your company, including all util...
CREATING A UTILITY BILL ACCOUNT Watch Video [1] Before you can enter any bills, an account and its related meter need to be created in EnergyCAP. This is done at the same time using the ACCOUNT WIZARD. **NOTE: Before setting up an account, obt...
CREATING AN AUDIT GROUP WATCH HELP VIDEO An audit group is essentially a "folder" containing one or more audits intended to be performed (run) at the same time. To create an Audit Group: * From BILL PROCESSING, click BILL AUDITS > AUDIT GR...
DEGREE DAYS A degree day is an indicator of weather as it affects the cooling and heating energy required to maintain a comfortable building temperature. A daily value for heating or cooling degree days is calculated as the difference between the aver...
EDITING AN AUDIT GROUP TO EDIT NAME, CODE OR DESCRIPTION FOR AN AUDIT GROUP: * Click AUDIT GROUPS from the BILL PROCESSING hierarchy. A list of defined AUDIT GROUPS will be displayed. * Click the pencil icon to the left of the Audit Group name. ...
EDITING AUDIT SETTINGS Audit settings can be set individually for each audit in each Audit Group. The same audit may be run in different Audit Groups with different audit settings in each. In this way, a series of increasingly tighter tolerances can...
ENTERING A UTILITY BILL WATCH HELP VIDEO Utility bill data is the core of EnergyCAP. Using the ENTER BILLS on the Main Menu, it's easy to quickly enter many bills in a single session. ADDING BILLS Go to BILL PROCESSING, then ENTER BILLS. ...
ENTERING BILL DATA There are many ways to enter a bill in EnergyCAP. The recommended approach is to click on BILL PROCESSING on the Main Menu. However, for your convenience, it is also possible to create a bill while looking at the BILLS tab of either...
EXCLUDING GROUP MEMBERS FROM BENCHMARKING CHARTS Occasionally it may be desirable to exclude a member or members from the benchmarking charts. Excluding a member prevents display of the member data in the bar chart, and adjusts the median/average vert...
FILTERING BILL LISTS This feature allows you to set a filter condition and view the list of bills matching the filter conditions. Then click on the pencil icon to view/edit a specific bill, click on a column heading to sort the list, or quickly copy...
FILTERING REPORTS EnergyCAP reports offer dozens of available filters. Getting just the data you need is easy once you learn how to set the various filters. 1. CURRENT FILTERS. These are the filters currently set for this report. To set a filter...
GROUPS ">Watch Video [1] All Groups in EnergyCAP Express are either Place Groups or Meter Groups. * Place Groups are defined by properties associated with a place (primary use, square footage, etc.). * Meter Groups are defined by properties ass...
ADDING A BUILDING Watch the Help Video [1] Buildings are created as part of an organizational hierarchy. The hierarchy includes "nodes" of organization subdivisions (departments, agencies, business units, etc.) and individual buildings. To add a ne...
To add a new vendor to your vendor list, go to VENDORS & RATES and click on the "+" button in lower left.
HOW TO ADD A RATE Rates in EnergyCAP are added on a Vendor by Vendor basis. In EnergyCAP Online, rates are currently used to allow like meters to be grouped appropriately for benchmarking purposes. While they can be created during the Account/Meter ...
IMPORTING BILLS FOR ACCOUNTS WITH MULTIPLE METERS WATCH HELP VIDEO It's easy to import bills from an Excel format or comma-separated value (CSV) format file. Watch this video, and others in the series, to gain an understanding of the bill import ...
IMPORTING HIERARCHICAL SETUP ITEMS The import spreadsheets for both BUILDINGS and ACCOUNTS other columns are only used when the row represents a "Child" item (like a Building or a Meter). This provides two benefits when viewing the spreadsheet data...
Bills are imported using the BILL IMPORT WIZARD. In EnergyCAP Express, historical bills for a single account/meter can be easily imported from a properly-formatted Excel file. Bills are imported as a unique batch. The batch will have a unique identifie...
Watch Video [1] Links: ------ [1] http://www.energycap.com/support/express-help-videos/managing-groups-benchmarking
METER GROUPS Meter Groups provide analysis tools based on characteristics of the meters in each group. EnergyCAP maintains several Meter Auto-Groups: * COMMODITY AUTO-GROUPS are maintained for each commodity (electric, natural gas, etc.). * M...
MODIFYING AUDIT GROUPS WATCH HELP VIDEO Audit settings can be set individually for each audit in each Audit Group. The same audit may be run in different Audit Groups with different audit settings in each. In this way, a series of increasingly ti...
MODIFYING BUILDINGS OR METERS Modifying attributes of a building or meter is easily done from the BUILDINGS & METERS tree. * Select the building or meter you would like to edit. * Click the edit (pencil) icon at the bottom of the tree. * The ...
MOVING A COST CENTER OR ACCOUNT TO MOVE A COST CENTER OR ACCOUNT: * Select ACCOUNTS from the Main Menu. The Accounts navigation Tree View will appear on the left. * If necessary, expand the tree by clicking the arrow icons so that the Cost...
NORMALIZATION OVERVIEW WATCH VIDEO Normalization in EnergyCAP helps answer the question: "What would my use in year "x" or year "z" have been with the same weather conditions as year "y"? Since weather is often the largest variable affecting e...
NORMALIZATION, M&V, COST AVOIDANCE AND THE IPMVP "M&V" is the industry standard term for the Measurement and Verification of energy savings due to energy management projects. IPMVP, the INTERNATIONAL PERFORMANCE MEASUREMENT AND VERIFICATION PROTOCOL, ...
OVERVIEW OF VENDORS AND RATES Watch Video [1] VIEWING A RATE CODE Rate Codes are associated with the particular meter to which the rates apply. To view rates associated with a particular meter, click the triangle icon associated with the mete...
PLACE PRIMARY USE AUTO-GROUP The Place Primary Use Auto-Group is automatically generated based on the "primary use" that you choose for each building. This provides an easy and automatic list of buildings that are "peers" because they have similar use...
PREPARING BILLS FOR IMPORT [1]WATCH HELP VIDEO It's easy to import bills from an Excel format or comma-separated value (CSV) format file. Watch this video, and others in the series, to gain an understanding of the bill import process in EnergyCA...
QUICK REPORTS Watch Video [1] Quick Reports are pre-filtered reports that provide context-sensitive information depending on the portion of the web application that is being displayed. Running Quick Reports is a good way to become familiar wit...
REMOVING A GROUP MEMBER Group members can be easily added to, or removed from, a user-created group. NOTE: Group members can only be added or removed from user-created groups (yellow folders in EnergyCAP). Auto-Groups (blue folders) are automatical...
REPORTS gives you an extensive list of available reports. Each report has dozens of filter options, and can be viewed on screen, printed or exported to PDF or spreadsheet. Each time you run a report, the filter settings you use will be saved as the def...
RESOLVING BILL PROBLEM FLAGS WATCH HELP VIDEO In EnergyCAP, bills with potential errors or issues are flagged in the database when running an audit. These bills are listed in the BILLS WITH PROBLEM FLAGS folder (BILL PROCESSING > BILL AUDITS). ...
RULES FOR BILL IMPORT REQUIRED FIELDS FOR EVERY IMPORT FILE * Account Code * Start Date * End Date NOTE: An additional field, "A/C/E" is required for the importer to work. If you do not provide this column in your file, all bills will be tre...
RUNNING AN AUDIT GROUP This topic includes on overview video on Audits and instructions for running audit groups. There are two ways to run audit groups in EnergyCAP Express. WATCH HELP VIDEO RUNNING AUDIT GROUPS FROM THE AUDIT GROUPS FOLDER...
SELECTING A BILL ENTRY TEMPLATE FOR A METER There are two ways to select a Bill Entry Template for an Account's meter. The first, and most common way, is when the account/meter is created (see _Creating a Utility Bill Account_). The template select...
SETTING UP ENERGY STAR EnergyCAP is an ENERGY STAR service provider. EnergyCAP automatically submits your buildings to ENERGY STAR via the EPA's "Automated Benchmarking Service - ABS" once you have entered enough billing and setup data. Thereafter, yo...
SETUP MANAGER OVERVIEW The new Setup Manager provides an easy way to import multiple Vendors, Rates, Places, Organizations, Accounts/Meters and Cost Centers into EnergyCAP. All imports are accomplished using spreadsheet templates provided by Ener...
STATISTICAL OUTLIERS HANDLING STATISTICAL OUTLIERS Statistical outliers are handled differently in the EnergyCAP Express CALENDARIZATION/NORMALIZATION process than they are in the EnergyCAP Enterprise COST AVOIDANCE module. In the COST AVOIDANCE M...
TRACKING A PROJECT EnergyCAP provides a convenient interface for recording and tracking energy projects associated with your organization's buildings or larger entities (divisions/regions/etc.). Energy project data, including project cost, start and e...
USE VS. WEATHER The USE VS. WEATHER charts in EnergyCAP indicate if, and how much, weather sensitivity exists for each meter, each year, and each summer/winter season. EnergyCAP calculates weather sensitivity by comparing building energy use with know...
VIEWING CHART DATA Chart and graph data in EnergyCAP provide an easy way to visualize your data. All of the charts and graphs in EnergyCAP are interactive, showing you the data behind the chart in various ways. DETAIL VIEW Every chart has a magnif...
ISSUE: After installing EnergyCAP Online, when you open the page, it only says 'Loading…' and does not present the login page. RESOLUTION: 1. Check your Adobe Flash player to make sure that it is up to date. You can check this by clicking the link ...
ISSUE: When I review my Cost Avoidance charts or PowerViews (TRENDS OR DETAILS), it is not showing update to my current data even thought I have current bills and have processed them. SOLUTION: This is dealing with the Fiscal Year “BEGINNING IN“ VS “END...
EC Online: SQL 2012 is not compatible with EnergyCAP Online at this time. We are working to make it compatible. The best solution at this time is to stick with SQL 2005 or 2008.
ISSUE: EnergyCAP Online won't run on my iOS (iPad/iPhone), Android device, or other mobile device. SOLUTION: Most mobile devices do not natively support Flash Player. Since EnergyCAP Online is Flash-based, you will not be able to natively access the ...
Below is the direct link to download the install file for Pro Desktop 2011. http://www2.energycap.com/pro_desktop/SetupPro2011.exe [http://www2.energycap.com/pro_desktop/SetupPro2011.exe] Please contact Support at http://support.energycap.com [http://...
WHY DO I WANT TO USE THE ENERGY STAR SUBMITTAL SERVICE IN ENERGYCAP PROFESSIONAL? The ENERGY STAR submittal service in EnergyCAP Pro enables a user to submit building data to ENERGY STAR through EnergyCAP and obtain a rating. The rating is a compar...
ISSUE: When viewing bill image PDFs in Firefox, some PDF files/images aren't loading completely or properly. RESOLUTION: Change the Portable Document Format (PDF) application action to Use Adobe Acrobat (in Firefox). * Go to the menu in the upper-r...
ISSUE: EnergyCAP Online is showing a "blank" bill when opening the bill, there is no data showing on the bill at all. But data exist, if using Enterprise, you can see the bill data when opening a bill. SOLUTION: This is common if you do not have a b...
ISSUE: When attempting to update my validation code in EnergyCAP Online, I'm receiving an "Oops! Something didn't work right." error message. SOLUTION: Be sure the user role of the login you're using when updating the validation code is the "ADMINISTRAT...
ISSUE: EnergyCAP Online reports are blank when run, there is not any data present on the screen. POSSIBLE REASON: Self-Hosted clients who host their own IIS server, either have them set to update automatically or update manually for Microsoft updates. T...
ISSUE:  While navigating through EnergyCAP Online, I keep receiving the Whoops! pop-up message. RESOLUTION: If you are receiving this message, it could be that you were "logged out" from the connection. Try logging out and back in again to see if this r...
For a comprehensive overview of the ENERGY STAR Workflow, from setup through submission and receipt of ratings, see the documents attached to this KB Article. The file _'ENERGY STAR Workflow Diagram with Notes.pdf'_ contains a low resolution image of the ...
ISSUE: How can I tell what version of EnergyCAP I am running? FOR ENERGYCAP ENTERPRISE*: Select HELP > ABOUT from the MENU BAR. This will launch a window that includes the version of EnergyCAP Enterprise that you are running. FOR ENERGYCAP ONL...
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