Knowledgebase:
EC Express: Tracking a Project
Posted by Matthew Heinz on 06 June 2012 10:48 AM

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 end dates, anticipated savings, rebates, and other information can then be reviewed at any rollup level of the organization. Project data can also be copied to the Windows clipboard and pasted into a spreadsheet program for additional analysis.

To create a new project:

  1. Go to Buildings & Meters.
  2. Click the Organization Properties tab.
  3. Click to highlight the node of the Buildings tree that will be associated with the project.
  4. Click the Projects tab.
  5. Click the Add Project button. The Project Wizard window will open.
  6. Input the required project parameters (Project Name, Short Name, Project Manager). Then click Continue. Project Details will be displayed.
  7. Click the associated calendar icons to select the appropriate project start/end dates. Then select the Project Type from the drop-down menu. If necessary, add a new project type ‘on the fly’ by clicking the Plus “+” button, entering the new Project Type Name and Code, and clicking OK. When done, clickContinue.
  8. Input the financials relating to the project in the appropriate fields as indicated. When done, click Finish. Project information will be saved, and the project will be added to the Energy Projects list for the selected node of the organization tree.

To view all projects associated with a particular node of the Buildings tree:

  1. Go to Buildings & Meters.
  2. Click the Organization Properties tab.
  3. Click to highlight the desired node of the Buildings tree.
  4. Click the Projects tab.  Projects associated with the selected node of the tree will appear in the Energy Projects list.
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