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This Documentation relates to 3.5.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

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Description

After a Group has been created, it must be populated with desired group members. A Group Member is a meter or a place that will be included in the Benchmarking chart data.

This topic will...

  • describe the process for adding members to an existing manual group from the Groups & Benchmarking tree.
  • describe the process for adding members to an existing manual group from Meter Properties.
  • describe the process for adding members to a user created auto group.
  • list the differences between adding single or multiple group members at one time.

Prerequisites

  • The ability to add Group members to a Group requires permissions associated with the following User Roles:
    • Administration Full Access Role
    • Bill Entry & Account Setup Role
    • Building Admin Role
  • Create the Group under which to add the Group Members. Refer to Adding a User-Defined AutoGroup help topic for more information.

Step-by-Step

Adding Members to a Place Group from Groups & Benchmarking Tree

  1. Select Groups & Benchmarking from the Main Menu. The Groups Tree View will be displayed on the left, divided by place groups and meter groups.
  2. Click to expand the Place Category under which the Group resides.
  3. Click to highlight the Place Groups tree node where the members will be added.
  4. Click the Add button beneath the tree view. 

       

  5. On the Single/Multi tab, click the radio button to add either one or multiple members and then click Continue.

        

  6. On the Select Members tab, complete all relevant fields and then click Continue.
    • If Single was selected on the previous tab: Select the place/meter on the tree.
    • If Multiple was selected on the previous tab, select the Topmost Place filter and enter any relevant filter information in the fields provided. 

  7. On the confirmation tab, review all Group Members listed in the box. Uncheck any unwanted Group Members.

       

  8. Click Finish. The Group Member Wizard will close and the charts will recalculate based on the new group members added.

Adding Members to a Meter Group from Groups & Benchmarking Tree

  1. Select Groups & Benchmarking from the Main Menu. The Groups Tree View will be displayed on the left, divided by place groups and meter groups.
  2. Click to expand the Category under which the Group resides.
  3. Click to highlight the Meter Groups tree node where the members will be added.
  4. Click the Add button beneath the tree view. 

       

  5. On the Single/Multi tab, click the radio button to add either one or multiple members and then click Continue.
       
  6. On the Select Members tab, complete the relevant filters and then click Continue.
    • If Single was selected on the previous tab: Select the place/meter on the tree.
    • If Multiple was selected on the previous tab, select the Topmost Place filter and enter any relevant filter information in the fields provided. 

  7. On the second Select Members tab, Enter any additional relevant filter information in the fields provided and then click Continue.
       
  8. On the Confirmation Tab, review all Group Members listed in the box. Uncheck any unwanted Group Members.
       
  9. Click Finish. The Group Member Wizard will close and the charts will recalculate based on the new group members added. 

Adding Members to a Place Group from Place Properties

  1. Select Buildings & Meter from the Main Menu. The Place Tree View will be displayed on the left.
  2. Select the Building node to be added to a group.
  3. Select the Building Properties Tab. If necessary, scroll down to view the Groups grid.
  4. Click the Add to Group button above the Groups grid. Add to Group wizard will be displayed.

  5. On the Group Selection tab, expand the Category folder and highlight one group.

  6. Click Save.  The Add to Group wizard will close and the new group will be listed on the Groups grid.

Adding Members to a Meter Group from Meter Properties

  1. Select Buildings & Meters from the Main Menu. The Buildings navigation Tree View will be displayed on the left.
  2. Select the Meter node to be added to a group.
  3. Select the Meter Properties Tab. If necessary, scroll down to view the Groups grid.
  4. Click the Add to Group button above the Groups grid. Add to Group wizard will be displayed.

  5. On the Group Selection tab, expand the Category folder and highlight one group.

  6. Click Save.  The Add to Group wizard will close and the new group will be listed on the Groups grid.

Rules & Restrictions

  • Group members cannot be added the Auto-Groups, indicated by the blue color folder. Auto-Groups are automatically generated by the application and cannot be modified.
  • Only Buildings/Meters can be selected on the tree with the Single Building/Meter group member option. In order to select an Organization on the tree, select all the buildings under the Organization using the Multiple Building selection option.
  • Group Members can be added at any time, not just when creating the Group.  
  • Add to Group wizard will show a blank tree if there are no user created groups.

 Additional Information

  • Members can be added to User Created Auto Groups by altering the filters on the group.
  • To include all buildings/meters on the confirmation tab of the wizard, select Multiple on the first tab and do not enter any information on the Select Members tab.
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