Post on 30-Jun-2015
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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Standard Operations Track
Creating and Reporting on BudgetsPresented by Andy Harbison, CEM
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Agenda:
Overview
Budget Creation
Quick Views of Budget Data
Using Budget Versions
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Agenda (continued):
Editing a Budget
Budgeting for Deregulated Accounts
Reporting
Importing a Budget
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Overview
Budget Manager is found on the Analysis Module.
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Forecast by Commodity
Historical Bill Based
Compare Multiple Years
Common Unit Basis
Graph and SpreadsheetViews of Data
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Creating a Budget
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Up to 36 months
Billing or Accounting
Period Basis
Avg, High, Low,
Latest
Bill Spanning
Budget Year
Filter by TMP, Group, and Commodity
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Quick View of Budget Data
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Two Chart Types
Three Data Types:
1. Budget: Cost Comparison
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Three Data Types:
2.Forecast: Usage Comparison
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Three Data Types:
3.Unit Cost: Blend of Cost and Use Comparison
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Data from charts is exportable to spreadsheets or Microsoft Word
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Budget Versions
Use versions early and often
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Use a new version to back upyour work.
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Use a new version for “what if” scenarios
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Editing a Budget
Select forecast
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Select level to revise
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Iterate one change at a time
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Change by +/- percent
Force close
Affect unit or usage
Select affected months
Filter by vendor and/orvendor rate
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Deregulated AccountBudgets
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Unconsolidated example
Separate forecasts for supplier and LDC accounts
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Reporting on Budgets
Use budget reports, which group by meter, building, and commodity
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Budget Reports
Custom Spreadsheets provide summary or actual vs. budget
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Budget custom spreadsheet
Audit bills using ECE Audit 48, which compares actuals versus budget
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Budget audit
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Importing a Budget
Begin by creating a Budget using the Budget Wizard
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
This creates a placeholder for each account in the database
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Then export your budget
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Ensure your design follows the import format specified in the Online Help Manual
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Then edit your budget
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Finally import your budget
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Questions
Visit the Ace Place to learn more!
©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com