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Cost Centers & Accounts

The Cost Centers & Accounts view organizes all cost and use data for utility accounts. An account in EnergyCAP represents a formal business arrangement between a customer and a vendor. A cost center is a group or collection of related accounts. The Navigation pane of the Accounts view contains the Accounts Tree View, which provides navigation between cost centers and the individual accounts associated with them. Data for the selected account or cost center is displayed in the Presentment pane. Cost centers organize accounts into categories that can be used to represent departments, divisions, vendors, commodities, etc within your organization. When you select a node from the accounts tree, data associated with that node is 'rolled up' and displayed as totals in the Presentment pane.

At the top of the Presentment pane are tabs/links to four PowerView options:

  • The General link displays basic information, including the Code, Display and Location in the Cost Center hierarchy for the selected Account or Cost Center. For individual accounts, the General view also provides the Account G/L Code, Billing Cycle, Status (active or inactive), Vendor, and links and other information related to the specific Meter(s), Rates, and User-Defined Fields associated with the account.
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  • The Summary link displays the Total Cost Summary PowerView, a quick fiscal year cost summary compiled from data associated with the selected node of the Account hierarchy.
    cc-accounts-summary.jpg
  • The Bills link (Accounts only) displays data for all the bills associated with the account. Click the hyperlink under the Period column to open a popup window with additional bill details (including a link to the actual bill image, if available).
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  • The Commodity link displays PowerViews for cost and use associated with each individual commodity. The Commodity tab data provides a graphical comparison of current year use and cost data with up to three years of previous data.
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    Commodity PowerViews answer questions like, “How does this year’s electric use per day compare to last year’s use per day for this Account or Cost Center?” Five charts are provided for each commodity:
    • Total Cost Summary—Provides a bar chart with actual dollars spent each year.
    • Total Use Summary—Provides a bar chart with total use (expressed in the unit appropriate for the commodity) each year.
    • Unit Cost Summary—Provides a bar chart with cost per unit comparisons (Year-To-Date vs. two previous calendar years)
    • Equivalent YTD (Per Day)—Provides a bar chart comparing Equivalent Year-To-Date DAILY cost and use data.
    • Current YTD vs. Same Period Last Year—Provides a bar chart comparing cost and use per day to last year’s values for the same period, expresses as percentage values.

The Monthly link displays month-by-month comparisons of cost, use and unit cost for each energy type using a bar graph format. This view enables quick comparisons of monthly cost, use, and unit cost fluctuations.
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