Creating and Reporting on Budgets in EnergyCAP

Standard Operations Track

Creating and Reporting on BudgetsPresented by Andy Harbison, CEM

Agenda:

Overview

Budget Creation

Quick Views of Budget Data

Using Budget Versions

Agenda (continued):

Editing a Budget

Budgeting for Deregulated Accounts

Reporting

Importing a Budget

Overview

Budget Manager is found on the Analysis Module.

Forecast by Commodity

Historical Bill Based

Compare Multiple Years

Common Unit Basis

Graph and SpreadsheetViews of Data

Creating a Budget

Up to 36 months

Billing or Accounting

Period Basis

Avg, High, Low,

Latest

Bill Spanning

Budget Year

Filter by TMP, Group, and Commodity

Quick View of Budget Data

Two Chart Types

Three Data Types:

1. Budget: Cost Comparison

Three Data Types:

2.Forecast: Usage Comparison

Three Data Types:

3.Unit Cost: Blend of Cost and Use Comparison

Data from charts is exportable to spreadsheets or Microsoft Word

Budget Versions

Use versions early and often

Use a new version to back upyour work.

Use a new version for “what if” scenarios

Editing a Budget

Select forecast

Select level to revise

Iterate one change at a time

Change by +/- percent

Force close

Affect unit or usage

Select affected months

Filter by vendor and/orvendor rate

Deregulated AccountBudgets

Unconsolidated example

Separate forecasts for supplier and LDC accounts

Reporting on Budgets

Use budget reports, which group by meter, building, and commodity

Budget Reports

Custom Spreadsheets provide summary or actual vs. budget

Budget custom spreadsheet

Audit bills using ECE Audit 48, which compares actuals versus budget

Budget audit

Importing a Budget

Begin by creating a Budget using the Budget Wizard

This creates a placeholder for each account in the database

Then export your budget

Ensure your design follows the import format specified in the Online Help Manual

Then edit your budget

Finally import your budget

Questions

Visit the Ace Place to learn more!

Creating and Reporting on Budgets in EnergyCAP

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