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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EnergyCAP Quick Tip - Create Button in Version 7
Posted by Joel Brickell on 16 February 2019 05:58 PM

Create Button

Use the Create Button in EnergyCAP Version 7 to quickly add objects and data—accounts, meters, buildings, and more—to your EnergyCAP database.





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New On-Premise Installation Version Available (7.2.5)
Posted by Becky Brickell on 10 December 2018 10:33 AM

EnergyCAP Version 7.2.5 is now available for self-hosted installation. This latest release includes many new features and enhancements including EnergyCAP Version 7 chargebacks as well as other features demoed at EnergyCAP's recent Catalyst Conference.


In addition to making our software easier to use, we've also been working to make the installation process for EnergyCAP Version 7 straightforward for your IT staff. We have created a single release package (zip file) that contains the required database upgrade scripts, the latest files to upgrade EnergyCAP Version 3, and the installation files for EnergyCAP Version 7. We've also simplified the EnergyCAP Version 7 installation process by providing:

  • streamlined installation guide for installing/configuring EnergyCAP Version 7
  • health check tool that can be run on your web server to verify that EnergyCAP has been installed/configured properly and that the required network connections are available
  • troubleshooting guide to help resolve common installation issues
  • new report update process that does not require ongoing IT assistance


If you have already installed a prior release of EnergyCAP Version 7 in your environment, you will need to complete the following upgrade steps for Version 7.2.5:

  • Upgrade your EnergyCAP database to the latest version (DB91)
  • Ensure the compatibility level of your EnergyCAP database is set to SQL Server 2016 or higher
  • Upgrade your EnergyCAP Version 3 installation to the latest version (provided in the installation package)
  • Install latest .NET Core package on Version 7 web server (provided in the installation package)
  • Upgrade the Version 7 installation to the included version (refer to the provided upgrade instructions in the installation package)


Self-hosted customers may request a copy of the latest EnergyCAP Version 7 installation package by submitting a Support Ticket ( The current self-hosted EnergyCAP version is 7.2.5 which includes all of the updates included in the, and 7.2.5 releases. Installing a previous release of EnergyCAP Version 7 is not required to install Version 7.2.5.


NOTE: EnergyCAP Version 7.2.5 requires SQL Server 2016 or higher. Please ensure your database is set to compatibility level 130 or higher before attempting the Version 7.2.5 installation. 

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EnergyCAP Version 7.2.5 Released for ECI Hosted Clients
Posted by Becky Brickell on 10 December 2018 10:30 AM

EnergyCAP Version 7.2.5 is now available to all EnergyCAP-hosted Enterprise, Express, and Professional customers. This release includes new features and tools for using EnergyCAP Version 7 chargebacks. We've made using chargebacks even easier with new chargeback properties screens on meters and accounts, advanced options for generating chargeback bills, and new conversion spreadsheets for migrating chargebacks from Version 3 to Version 7.

  • New bill calculation and bill split properties screens — Meters configured for bill calculations and accounts configured for bill splits now include new views within their properties to quickly review chargeback setup information.

  • Advanced options available when generating chargeback bills — A new setting is available within the chargebacks module to prompt for advanced chargeback options whenever the EnergyCAP chargeback engine is run. Using this feature, chargeback bills can be created based on user-provided batch names, accounting periods, control codes, and more.

  • New conversion spreadsheets for converting Version 3 chargebacks to Version 7 — Two new conversion spreadsheets are available from the setup spreadsheet menu. These spreadsheets retrieve details for bill splits and submeters configured in EnergyCAP Version 3 and format the information in setup spreadsheets that can be easily uploaded into Version 7. These spreadsheets provide a streamlined method for migrating chargeback information from EnergyCAP Version 3 to Version 7. Additional details regarding the conversion spreadsheets are available in the EnergyCAP Help Center.

  • Software Development Kit (SDK) now available for EnergyCAP APIs — EnergyCAP provides a website ( to assist developers interested in using EnergyCAP's API (application program interface). SDKs have been published on this site make using EnergyCAP's API even easier with the C#, Python, and Angular/TypeScript programming languages.


Additional updates included in this release:

  • Chargeback setup and engine improvements (ECAP-6819, 6817, 6821, 6822)

  • New bill calculation and bill split properties pages (ECAP-6796, 6588, 6589, 6820, 6823, 6824)

  • New chargeback conversion spreadsheets (ECAP-6446, 6803, 6818)

  • Advanced options when running chargebacks (ECAP-6730, 6761, 6772, 6776, 6784)

  • Improvements to chargeback setup spreadsheets (ECAP-6670)

  • Initial release of EnergyCAP Software Development Kit (SDK) to support EnergyCAP APIs (ECAP-6656)

  • Improved handling of apostrophes in search fields and drop-downs (ECAP-6612, 5882, 6333)

  • Improved handling of channels automatically created in EnergyCAP Version 3 and the EnergyCAP Installed Client (ECAP-6626)

  • Improved error handling when deleting objects (ECAP-6590, 6745)

  • Improved handling of non-string setup spreadsheet filters (ECAP-6780)

  • Improved keyboard navigation (ECAP-6593)

  • Target comparison settings properly honored in Powerview charts (ECAP-6697)

  • Fixed ENERGY STAR dashboard content when building does not contain address information (ECAP-6710)

  • Added filtering to the Update GL Records setup spreadsheet (ECAP-6712)

  • Improved handling of bills when line items do not follow the order of the meters on the bill (ECAP-6699)

  • Improved Crystal Reports handling (ECAP-6709, 6726)

  • Added timeouts to SSRS and Crystal Reports executions (ECAP-6715)

  • Updated default unit conversion values for certain unit types (ECAP-6750)

  • Minimum SQL version updated to SQL 2016 (ECAP-6720)

  • Updates to support latest on-premises installation of EnergyCAP Version 7 (ECAP-6787)

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