The Dashboard, help resources, and basic EnergyCAP setup.
Templates and workflows can speed bill processing.
Adding a New User
Step-by-step directions for adding a new user from Administration.
Bill Entry Templates
Learn how to create and edit your bill entry templates.
Security and Licensing
Find out about security, ownership, hosting and licensing.
Customize the appearance of your web interface.
Changing Units of Measure
Converting globals units from MMBTU's to KBTU's.
Overview of Administration
Configure global settings and manage users.
How to use the EnergyCAP Search feature.
Cost Avoidance Processors
The basics of using the processors.
Users and Permissions | Global Settings
An overview of these Administration modules.
Creating a Utility Bill Account
Description of basic account/meter setup.
Overview of Accounts
Setting up and using the Accounts module.
Inactive Meters and Accounts
How to manage inactive meters and accounts.
Creating and Editing Accounts and Meters
How to create and edit accounts and meters.
Managing Benchmark Groups
Learn how to manager meter and place groups.
Groups and Benchmarking
Introduces place and meter groups and automatic groups.
Changing a Bill Entry Template
Change the bill entry template for a meter.
Importing Multiple-Meter Bills
Import bills with multiple meters.
How to Modify Audit Groups
Create a good audit process by modifying existing audit groups.
Bill Processing Overview
Get the big picture on bill processing options.
The Basics of Importing Bills
Save time by importing utility bills.
Importing Bills in Excel Format
Step-by-step guide for common bill import.
Overview of Bill Audits
Bill audits, tolerances, and audit groups.
Preparing Data for Import
Prepare bill data import spreadsheets.
How to Create an Audit Group
Directions for creating and audit group.
Resolving Bill Audit Problems
What to do when EnergyCAP reveals a potential billing problem.
Overview of Bill Lists
Use the bill list feature to customize your view of bill data.
How to Enter a Utility Bill
How to enter a utility bill manually.
Buildings and Meters
Assigning a Bill Entry Template
How to make changes to a meter's bill entry template.
ENERGY STAR Overview
ENERGY STAR setup, automated data submittal, and responses.
Buildings and Meters Overview
Overview of the Buildings and Meters module.
Making Special Adjustments
How to make special adjustments in Cost Avoidance.
Calendarization of utility data for better reporting.
How to normalize data for better energy comparisons.
Project Tracking Overview
Learn how to track projects.
Average Unit Cost "Safety Net"
Using average unit cost to avoid calculation errors.
How to Create a Building
Set up place hierarchy.
Cost Avoidance Charts
EnergyCAP's Cost Avoidance display and calculations.
Manual Cost Avoidance
Cost Avoidance scenarios and how to address them.
Other Cost Avoidance Savings
Explains the most advanced Cost Avoidance features.
Report setup, configuration, and filters.
EnergyCAP Report Overview
Report categories and specific reports.
How to use quick reports.
Manage reports so users see the data important to them.
Video 1: Installation
Install instructions and introduces the ribbon.
Video 2: Using Templates
How to use and customize templates.
Video 3: Why use Pivot Tables
Microsoft video introducing the pivot table concept.
Video 4: Creating Pivot Tables
Microsoft video for creating pivot tables.
Vendors and Rates
Overview of Vendors and Rates
Introduction to the module.
Use vs. Weather
The basics of use vs. weather charts.
Weather Data Depot
How EnergyCAP tracks weather and the Weather Data Depot.