Latest Updates
***UPDATE - EnergyCAP 2020 Catalyst has been canceled
Posted by Joel Brickell on 09 March 2020 11:41 AM

It is with sincere regret that we announce Catalyst 2020 has been canceled. The cancellation is in accordance with our published policy; the Penn Stater Hotel & Conference Center notified us today that they have canceled the event due to Penn State’s social distancing policy related to the COVID-19 outbreak.

Rooms reserved under EnergyCAP, Inc. room blocks at The Penn Stater, The Nittany Lion Inn, and the Hyatt Place have been canceled for you. If you have made airline reservations or hotel reservations at any other properties, please remember to cancel them. 

We know that Catalyst is an important training opportunity and we appreciate your interest in becoming a more effective and successful EnergyCAP user. While the next Catalyst conference at the Penn Stater is 18 months away, please consider one of these nearer-term EnergyCAP training opportunities:

  • Regional Training Conference (RTC)—Irvine, CA: November 10–12, 2020
    • Seating limited to 60 attendees
    • Mastery of EnergyCAP Fundamentals certification exam offered
  • Regional Training Conference (RTC)—Orlando, FL: April 13–15, 2021
  • On-site Training: Contact us for more information.

I’m excited to announce another learning opportunity that we’ve been working hard to formulate in the past week. We will offer comprehensive online courses, each bundled with an EnergyCAP Certification exam. More details will be provided soon. The first course and exam will be available no later than August, with other courses to follow shortly thereafter.

If you have already paid for Catalyst, you may find it simpler to apply the payment toward the new online courses rather than receive a refund, in which case you may need to again request budget funds for training:

  • Transfer fees—To apply your Catalyst payment to the online courses or a future Regional Training Conference, reply to this email with Transfer in the Subject line. We’ll respond soon with additional details.
  • Refund fees—If you prefer to receive a refund of your Catalyst registration fees, reply with Refund in the Subject line, and we will process your refund promptly. If we do not hear from you by April 6, we will process a refund.

We’re disappointed that we won’t have the opportunity to see you in person next month. We greatly appreciate the opportunity to serve you and your respective organizations and look forward to seeing you at a future event.

Be well.

Steve Heinz

Steve Heinz
Founder & Chief Executive Officer
EnergyCAP, Inc.

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EnergyCAP Quick Tips - Sharing Dashboards
Posted by Joel Brickell on 02 March 2020 12:18 PM

Sharing Dashboards

Dashboards can be shared with other EnergyCAP users within your organization and publicly on a website.



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EnergyCAP Quick Tip - SSRS Reports
Posted by Becky Gruber on 03 February 2020 09:24 AM

SSRS Reports

EnergyCAP’s Crystal Reports are being replaced with new SQL Server Reporting Services (“SSRS”) reports.  SSRS reports are faster and more flexible and provide enhanced reporting capabilities that include expanded filtering options and hyperlinks to EnergyCAP objects.

Note: SSRS-based reports can be identified with report code Report-XX and can be searched for by typing SSRS in the Reports Module. One SSRS report often replaces multiple Crystal Reports-based reports.



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Updating to EnergyCAP Version 7.6 (ECI Hosted)
Posted by Becky Gruber on 16 January 2020 04:49 PM

On January 29, 2020, EnergyCAP, Inc. (ECI) will be updating its software for all ECI-hosted databases. No downtime is expected during this update; however, there are several feature updates to custom logos, custom database names, building groups, and meter groups that may impact your organization. Please review the changes listed below in preparation for this update.

Updates to Customer-Provided Logos and Database Names
EnergyCAP provides functionality for your organization to display a logo and database name at the top of the application. To support upcoming improvements, the information at the top of EnergyCAP Version 7 will be reformatted—this includes updates to the formatting of customer logos and database names.

Logo Dimensions. Customer logo image dimensions will need to be either a square (1:1 ratio) or a rectangle where the width is no greater than 2 times the height (2:1 ratio). Customer logo files must be at least 96 pixels wide by 96 pixels high, up to 5MB in file size, and be PNG, JPEG, or SVG format. Existing logos that meet these format standards will work with EnergyCAP Version 7.6. Any logos that are too wide will be hidden after the upgrade. Revised logo images may be uploaded at any time (before or after the update). This new logo format is similar to the requirements used by many social media sites and online tools.


Database Name. EnergyCAP also provides the ability to display a database name at the top of the application. Many EnergyCAP customers display their organization name or a database label to assist users. After the Version 7.6 update, this name will be displayed by default in all EnergyCAP databases. We recommend verifying the custom name settings of your database prior to the update. The combination of a company logo and a database name can be very effective at branding your EnergyCAP database for your organization.

Here are some examples of how a logo and database name can be used to maximize your organization’s logo and database name. We recommend minimizing the text used in logos and using the custom label whenever possible—this will provide the best visibility for your logo.





Updates to Building Groups and Meter Groups
Historically, EnergyCAP has provided three types of building and meter groups:

  • Manual groups (yellow groups)—created and managed by users
  • Automatic groups (purple groups)—created by users and maintained automatically based on user-configured filters (e.g., all buildings with an area greater than 10,000 sq ft)
  • System groups (blue groups)—created and maintained automatically by EnergyCAP

Going forward, system groups will not be created or maintained by EnergyCAP. Because these groups were automatically created by the application, many of the groups were never utilized, and they resulted in decreased performance for other common actions. Instead, users can create automatic groups based on the criteria that matters to your organization.

To ease the transition from system groups to automatic groups, the following system groups will be converted to automatic groups (no action is required for this conversion):

  • Building groups based on primary use
  • Meter groups based on primary use
  • Meter groups based on commodity

System meter groups based on vendor-commodity and vendor-rate combinations will be removed during the update. To simplify creating automatic groups based on vendor-commodity and vendor-rate, a new auto-create feature will be available in the Vendors and Rates module.

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EnergyCAP Quick Tip - URL Sharing
Posted by Joel Brickell on 06 January 2020 09:31 AM


URL Sharing

Do you want another user to see what is on your screen in EnergyCAP? Just copy and paste the URL into a message or email, and they will see what you see.

 Note: EnergyCAP users with different data permissions may have different views.


URL Sharing



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EnergyCAP Quick Tip - Display Organization Name
Posted by Joel Brickell on 17 September 2019 08:41 AM

Display Organization Name

Personalize your EnergyCAP database by displaying your organization’s name in the application header. It’s easy to do through the Global Display setting.



Edit Organization Name


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Potential Interruption to ENERGY STAR Submissions
Posted by Becky Gruber on 23 August 2019 08:19 PM

On August 25th, ENERGY STAR will be releasing updates to Portfolio Manager, which might cause some interruptions in service. All services will be restored on Monday, August 26th.

This update could potentially cause some delays or errors in submissions from EnergyCAP to ENERGY STAR Portfolio Manager the week of August 26th.

We will update this article as more information becomes available.

Thank you,

EnergyCAP Staff

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**REMINDER: Audit Release and Changes made July 27, 2019
Posted by Joel Brickell on 01 August 2019 09:31 AM

The weekend of July 27, 2019, EnergyCAP updated its login experience and released new audits features to all ECI-hosted databases. These updates were originally communicated via a July 9, 2019 email (see below) and have been released to some clients already. Your organization will see these changes applied this coming weekend.

Note to Bill CAPture clients: At a later date, the new audits will run automatically on Bill CAPture bills. Updated Bill CAPture reports will also be released at that time. Bill CAPture clients will be notified when the new items are ready to be released.

One of the most requested features in EnergyCAP is the ability to audit bills for errors and discrepancies. We are pleased to announce that bill audits will be added to EnergyCAP Version 7 as part of our 7.5 release.

We’ve redesigned EnergyCAP audits to make them easier to use for novice and experienced users. Audits in EnergyCAP Version 7 include the following features:

  • Bills are automatically audited as they are entered/imported (no need to set up and run audits manually).
  • Audit exceptions are highlighted on each bill to help your team quickly identify issues and resolve them quickly.
  • Possible bill problems are highlighted as you type within the bill entry screen to help avoid errors before bills are saved to your database.
  • Bills that do not pass audits are automatically flagged for follow up.
  • Flagged bills can be assigned to users for follow up, and users can comment on findings and track savings through the “Cost Recovery” field (an easy method for reporting on the value your team brings through ongoing review of billing issues in EnergyCAP).

  • Bills can be manually flagged for follow up
  • New functionality integrates the benefits of our legacy Issue Tracker feature with all of the other EnergyCAP Version 7 features.


Many additional features included in our upcoming release will make analyzing and managing your bills easier than ever before. A video training series on audits and flagged bills will be made available in EnergyCAP’s user guide. Some help documentation is already available for the audit and bill flags features:

  • Flagged bills overview: Overview of the audit process, how bills are flagged, actions to take, and permissions associated with flagged bills
  • Bill flag audit rules: Details about the specific audits used to flag bills
  • Additional help materials will be made available closer to the release date including how to view flagged bills in your dashboards, reporting on flagged bills, and more.

EnergyCAP’s login process available at will also be updated to automatically log users into EnergyCAP Version 7. Users will no longer need to select which version of the EnergyCAP application they wish to use. We’ve also added a new status bar to EnergyCAP Version 7 at the bottom of the screen that includes a quick-link for users who wish to access EnergyCAP Version 3.

Details about the updated login experience will be available in help documentation closer to the release date.


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Cost Avoidance Active in EnergyCAP Version 7, Read-Only in Version 3
Posted by Becky Gruber on 11 June 2019 08:05 AM

As of Saturday, June 1, 2019, EnergyCAP will enable all Cost Avoidance features in EnergyCAP Version 7 and make existing Cost Avoidance features read-only in EnergyCAP Version 3.

All existing Cost Avoidance features have been migrated from EnergyCAP Version 3 to EnergyCAP Version 7, and extensive testing has occurred to ensure that calculations are consistent between both systems.

To avoid multi-version confusion, the Cost Avoidance features in EnergyCAP Version 3 will become read-only on June 1st. Cost avoidance charts, reports, and other detailed information will remain visible within Version 3; however, the features will be read-only. All changes to baseline settings, adjustments, and other savings must be made in Version 7 after June 1st. Version 7 also supports bulk changes to special adjustments and other savings via setup spreadsheet.

Help materials are available for Version 7 Cost Avoidance features:

You can easily access EnergyCAP Version 7 from the EnergyCAP login page or by using the “Work in Version 7” link available at the top of all EnergyCAP Version 3 screens.

Work In Version 7

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EnergyCAP 7.3.7 Released (ECI Hosted)
Posted by Becky Gruber on 06 May 2019 08:08 AM

EnergyCAP 7.3.7 has been released to all EnergyCAP-hosted databases. This update includes two features migrated from Version 3: rate schedule versions and system settings. Stay tuned for the release of EnergyCAP's cost avoidance features and an updated self-hosted release within the month.

  • Rate schedule versions—You can now manage rate schedule details including unit cost, demand cost, and special line items. These settings can change over time, and they can be used in bill calculations to generate chargeback bills. Rate schedules are compatible between EnergyCAP Version 3 and Version 7—any existing rate details are available to view and modify in Version 7.


  • System settings—Easily manage your organization's EnergyCAP settings including your organization's name, logo, and timeout settings. Administrators have access to these options from the settings menu at the top of the screen.


  • Demand cost available in rate-based chargeback calculations—We've added the ability to include demand cost on bills created with EnergyCAP's chargeback engine. To include demand charges on chargeback bills, setup your bill calculations to calculate demand (either from interval data values or a fixed amount) and configure your cost calculations to use a rate that includes per-unit demand costs.


Other items in this release

  • Formatting of bill split masters has been updated when running chargeback workflows
  • Fixed an issue with Monthly Use Trend content on dashboards when filtering for a topmost place

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