Creating and Reporting on Budgets in EnergyCAP

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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

Technology