setup manager import/update process in energycap

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Advanced Operations Track

Setup Manager Import/Update ProcessPresented by Scott Bair, CEM


Agenda:

Introduction to the Setup Manager

Creating Setup Import Sheets

Utilizing Update Sheets

Pop Quiz


Setup Manager Overview


Provides an easy way to import or update multiple:

Vendors

Rates

Places

Cost Centers

Accounts/Meters

General Ledger Codes

Organizations


Administration Setup Manager


Instructions and Documentation


Setup Manager-Import


Creating Setup Import Sheets

Directions and Help Documentation

Import Order

Special Cases


General Rules & Restrictions

Spreadsheets are designed to allow the hierarchical relationships between items to be defined.

Parent items must be created prior to the child item (Organizations & Buildings and Accounts & Meters)


Setup Import Order

1. Vendors

2. Rates

3. Organizations & Buildings

4. Cost Centers

5. Accounts & Meters

6. General Ledgers (if required)


Setup Import: Generate Template


Setup Import: Sample Import Sheet


Special Cases

Deregulated Accounts–one meter associated with two accounts

Multiple Meters Account–many meters associated with one account

Unknown Rate Codes–recommend using a “To-Be-Determined” code as a place holder (TBD-Electric)


Accounts & Meters: Special Cases


Setup Import: Launch Import Wizard


Setup Manager-Update


Utilizing Update Import Sheets

Directions and Help Documentation

Generating update sheets w/ filters

Editing the update worksheets


Setup Update Spreadsheets

Vendors

Meters

Accounts

Cost Centers


Organizations & Buildings


Update: Generate Template with Filters


Update: Sample Update Sheet


Update: Sample Account Update


Setup Update-Meters Additional Information


Editing the Update spreadsheets

Green Columns–contain the existing values for the given fields

White Columns–are the fields where updates are to be entered

No Update Required–blank fields are simply ignored when the update spreadsheet is imported

Learn from my mistake–Do not unprotect the file


Setup Update: Launch Import Wizard


Pop Quiz–Setup Manager


What User Role is required in order perform Imports or Updates with the Setup Manager?

Administrator–Full Access


What EnergyCAP items can be imported using the Setup Manager?

Vendors

Cost Centers

Rates

Accounts/Meters


Organizations & Building


What EnergyCAP items can be updated using the Setup Manager?

Accounts

Meters

Vendors

Cost Centers


Organizations & Buildings


When using the import sheets, children items (meters, accounts, buildings, etc.) must be preceded by their parent items.

(organizations, cost centers, buildings, etc.)


When using the import sheets, can Accounts and Meters be added in the same spreadsheet row?

No, accounts and meters must be put on separate rows of the spreadsheet

Parent items must precede child items

Questions

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setup manager import/update process in energycap

Technology

energycap items

update import sheetsdirections

import order1

setup import sheetsdirections

update worksheets

sample import sheet

launch import wizard

sample update sheet