Description

User-Defined Fields (UDFs) can be used effectively in EnergyCAP to expand the software's ability to do energy benchmarking based on various place attributes, such as occupancy hours or production units. They support select lists with predefined options, and they are available as report filters. User-Defined fields are available for use in creating auto-maintaining Groups.  

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Prerequisites

Step-by-Step: Adding a User-Defined Field

  1. Navigate to the Administration section in one of two ways:
        • Select Administration from the Main Menu, OR
        • Click Admin under the More page header options.
  2. Select the User-Defined Fields tree node.
  3. Select the tab (Account, Meter, Place, Vendor) that corresponds to the area where the UDF will be added.  Click the Add Field button above the grid. 

  4. On the General tab:



  5. Click Save.  The Add User-Defined Field window will close and the UDF is added.

Step-by-Step: Editing a User-Defined Field Name

  1. Following the Adding a User-Defined Field instructions above, navigate to the desired UDF tab (Account, Meter, Place, Vendor) in order to edit the UDF Name.

  2. Click the pencil next the the UDF that is to be edited. 
  3. Edit the Name and click Save.  The User-Defined Field Properties window will close and the Name will be updated.

Rules & Restrictions