Managing Place Types

Place Types are used to classify places as a Building, Site, Organization, etc.

Place Types help with developing the hierarchy of the Facility tree.  For example, the overall Organization can be the topmost Place node.  The next level down can be the different Sites that make up the Organization.  Within each Site, the Buildings that make up the Site may appear.

Place Types are available as a filter for many reports, so that places with the selected Place Type can be included in, or excluded from, the reports.

The following are default Place Types:

• Building: For large organizations, buildings are the lowest place level where energy is tracked.  They are the physical structures that the meter(s) measuring the energy commodity consumed are attached to. Buildings are represented by the following icon on the Facility tree:
  
• Organization: An organization can either be your entire company, or it can be the Sites or Buildings managed by a department within your company.  An organization may have sub-organizations, Sites, Buildings, Floors, and Rooms below it.  Organizations are represented by the following icon on the Facility tree:
  
• Other: An unknown Place Type that can be used until the actual Place Type is determined.  Others are represented by the following icon on the Facility tree:
  

• Floor: A portion of a Building that may be metered to determine Tenant or Departmental energy consumption within the building.  Floors are represented by the following icon on the Facility tree:
  

• Room: A portion of a Floor that may be metered to determine Tenant or Departmental energy consumption within the building.  Rooms are represented by the following icon on the Facility tree:
  
• Site: A site can either be your entire company, or it can be a collection of Buildings located in close proximity to one another.  A Site may have sub-sites, Organizations, Buildings, Floors, and Rooms below it.  Sites are represented by the following icon on the Facility tree:
  

Users can add additional custom Place Types to more closely match the structure of their organization.

Place types are used to classify places as a site, building, organization, floor, etc.

To create a Place type:

1. Navigate to the Facilities Manager (Setup > Facilities).
   
   
2. Click the Facility menu item and select the Editors > Place Types option.
   
   
   
   The Place Type Editor window will open.
   
3. Click on the Button to add a new Place Type. The Create Place Type window will open.
   
   
4. Enter a unique, self-defined Code. 
   
   ! The Code Field is limited to 16 Characters.  You may use letters (caps only), numbers, underscores (_), slashes (/), ampersands (&), or dashes (-), but not special characters such as pound (#), or asterisk (*)!
5. Enter the Display that will appear throughout EnergyCAP. 
   ! The Display Field is limited to 32 Characters!
6. If the Building Type represents a physical structure and not simply an organizational division, click the Physical Structure checkbox.
7. Click the OK button to save the new Place Type.
8. Repeat previous steps to create additional Place Types.
9. When you have finished creating Place Types, click the Close button to close the Place Type Editor window.

To modify the characteristics of a Place Type:

1. Navigate to the Facilities Manager (Setup > Facilities).
   
   


2. From the Facility menu option, click Editors > Place Types. The Place Type Editor window will appear.
   
   
3. Select the desired Place Type to modify, then click on the Properties Button.
   
   


4. Modify the Code and/or Display values if desired.
   
   
5. If the Building Type represents a physical structure and not simply an organizational division, click the Physical Structure checkbox.
6. Click the OK button to save the modifications.
7. Repeat Steps 4 through 6 to modify other Place Types.
8. When you have finished modifying Place Types, click the Close button to close the Place Type Editor Window.

To delete a Place Type in EnergyCAP:

1. Navigate to the Facilities Manager (Setup > Facilities).
   
   


2. From the Facility menu options, click Editors > Place Types.
   
   


3. The Place Type Editor window will appear.
4. Select the desired Place Type to delete, then click on the button to delete it.
   
   


5. The Confirm Message window will open.  Click Yes to confirm that you want to delete the selected Place Type.  OR click No to cancel the deletion and close the window.
6. Repeat Steps 4 and 5 to delete additional Place Types.
7. When you have finished deleting Place Types, click the Close button to close the Place Type Editor window.