Setup Manager Import/Update Process in EnergyCAP
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Introduction to EnergyCAP's Setup Manager, creating setup import sheets, using update sheets, quiz.
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Setup Manager Import/Update Process in EnergyCAP
- 1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Advanced Operations Track Setup Manager Import/Update Process Presented by Scott Bair, CEM
- 2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Agenda: Introduction to the Setup Manager Creating Setup Import Sheets Utilizing Update Sheets Pop Quiz
- 3. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Manager Overview
- 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Provides an easy way to import or update multiple: Vendors Rates Places Cost Centers Accounts/Meters General Ledger Codes Organizations
- 5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Administration Setup Manager
- 6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Instructions and Documentation
- 7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Manager-Import
- 8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Creating Setup Import Sheets Directions and Help Documentation Import Order Special Cases
- 9. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Instructions and Documentation
- 10. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com 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)
- 11. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Import Order 1. Vendors 2. Rates 3. Organizations & Buildings 4. Cost Centers 5. Accounts & Meters 6. General Ledgers (if required)
- 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Import: Generate Template
- 13. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Import: Sample Import Sheet
- 14. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Instructions and Documentation
- 15. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com 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)
- 16. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Accounts & Meters: Special Cases
- 17. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Import: Launch Import Wizard
- 18. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Manager-Update
- 19. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Utilizing Update Import Sheets Directions and Help Documentation Generating update sheets w/ filters Editing the update worksheets
- 20. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Instructions and Documentation
- 21. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Update Spreadsheets Vendors Meters Accounts Cost Centers General Ledger Codes Organizations & Buildings
- 22. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Update: Generate Template with Filters
- 23. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Update: Sample Update Sheet
- 24. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Update: Sample Account Update
- 25. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Instructions and Documentation
- 26. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Update-Meters Additional Information
- 27. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com 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
- 28. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Setup Update: Launch Import Wizard
- 29. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com Pop Quiz–Setup Manager
- 30. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com What User Role is required in order perform Imports or Updates with the Setup Manager? Administrator–Full Access
- 31. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com What EnergyCAP items can be imported using the Setup Manager? Vendors Cost Centers Rates Accounts/Meters General Ledger Codes Organizations & Building
- 32. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com What EnergyCAP items can be updated using the Setup Manager? Accounts Meters Vendors Cost Centers General Ledger Codes Organizations & Buildings
- 33. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com When using the import sheets, children items (meters, accounts, buildings, etc.) must be preceded by their parent items. (organizations, cost centers, buildings, etc.)
- 34. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com 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
- 35. Questions Visit the Ace Place to learn more! ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Notas do Editor
- Not all users are created equal – we wouldn’t want all users to be able to approve billsGeneral Types of Users:View only accessData / bill entryBilling Admin - Bill Review and ApprovalAdministrator – manage users, bill process, and work flow settings
- Not all users are created equal – we wouldn’t want all users to be able to approve billsGeneral Types of Users:View only accessData / bill entryBilling Admin - Bill Review and ApprovalAdministrator – manage users, bill process, and work flow settings
- WHAT IS A USER ROLE?A User Role is a predefined set of client-configured permissions that essentially determine what EnergyCAP options are accessible to a specific user, and what actions the user is allowed to perform.WHY USE THEM?EnergyCAP User Roles are designed to streamline the process of adding EnergyCAP users and to help ensure consistency and integrity when managing users across your enterprise.HOW DO I USE THEM?First, it is important to understand the various permissions that are available in EnergyCAP. An alphabetical User Permissions checklist of Managers* and available Actions is available.
- WHAT IS A USER ROLE?A User Role is a predefined set of client-configured permissions that essentially determine what EnergyCAP options are accessible to a specific user, and what actions the user is allowed to perform.WHY USE THEM?EnergyCAP User Roles are designed to streamline the process of adding EnergyCAP users and to help ensure consistency and integrity when managing users across your enterprise.HOW DO I USE THEM?First, it is important to understand the various permissions that are available in EnergyCAP. An alphabetical User Permissions checklist of Managers* and available Actions is available.
- WHAT IS A USER ROLE?A User Role is a predefined set of client-configured permissions that essentially determine what EnergyCAP options are accessible to a specific user, and what actions the user is allowed to perform.WHY USE THEM?EnergyCAP User Roles are designed to streamline the process of adding EnergyCAP users and to help ensure consistency and integrity when managing users across your enterprise.HOW DO I USE THEM?First, it is important to understand the various permissions that are available in EnergyCAP. An alphabetical User Permissions checklist of Managers* and available Actions is available.