Overview: Facility Manager
WATCH VIDEO on Accounts, Meters, Places & Groups (Basic Session)
WATCH VIDEO on Accounts, Meters, Places & Groups (Advanced Session)
The Facility Manager represents the relationships between physical and organizational entities in your organization. The representation is a tree structure display that is similar to the Windows Explorer (My Computer) display of folders and files. This representation, the Facility tree, was chosen for its familiarity and because it is a logical way to create an easily navigable organization hierarchy.
Items that appear in the Facility tree are:
- Places (with default Place Types of Organization, Site, Building, Floor, and Room).
- Meters
- Counters
For example, if you have a Division of your Organization that oversees four Buildings, you can create a Place for the Division and then "nest" additional Places for the four Buildings within it. In addition, within each Building, you can create multiple Meters that correspond to the physical utility meters supplying services to the Building.
To collapse or expand the tree view, click the "plus" or "minus" icon that preceeds the place name. Or highlight the desired place name/node and press the right or left arrow key. Navigate longer tree views by using the scroll bar or up/down arrow keys.
The Facility Manager workspace is divided into two panes:
Hierarchy pane– A hierarchy of Places (Facility tree) displayed similarly to the Windows Explorer (My Computer) display of folders and files.
PowerView pane – Displays PowerViews for the selected Place, Meter, or Counter. PowerView information includes Property, Commodity, Monthly, Greenhouse Gas, Trends, Billing, Demand, and Cost Avoidance data.
! The PowerView pane is capable of rendering multiple views depending on the tab selected at the bottom of the pane!
PowerView Links
PowerView LINKS (represented by the blue underlined hyperlink text) enable the user to navigate to other, related, Managers and energy data. Click the hyperlink to display the related information as follows:
PLACE LINKS:
The following links are available from the PowerView pane when a Place is selected in the Tree View:
CODE: Click the link text to display and edit Place properties for the node of the Tree View that is highlighted/selected.
CONTACT: Click the link text to display and edit Contact information associated with the selected Place.
WEATHER STATION: Click the link text to display the Weather Manager and view graphical data for that Weather Station.
ENERGY STAR STATUS: Click the link text to Disable or Enable Energy STAR status for a Place. The Place Properties window will open to the ENERGY STAR tab, allowing updates to the selected Place.
COST AVOIDANCE: Click to open the Cost Avoidance Manager for the selected Place.
DISPLAY CHART DATA: Click the Display Chart Data link to open a display window with the PowerView graphs and supporting data presented in tabular format. Tabular data may be copied (Ctrl-C) and pasted (Ctrl-V) directly into applications such as Microsoft® Excel® and Microsoft Word®. Individual graphs can also be copied to the Windows clipboard by right-clicking the graph and selecting Copy from the popup menu options. Then the image can be pasted into other Windows® applications.
METER LINKS:
The following links are available from the PowerView pane when a Meter is selected in the Tree View:
METER CODE: Click the link text to display the editable Meter Properties window for the meter that is selected/highlighted.
METER G/L RECORD: Click the link text to display and edit the G/L information associated with the selected meter.
COST AVOIDANCE: Click the Cost Avoidance link to open the Cost Avoidance Manager for the selected Meter.
ACCOUNT NUMBER: Click the link text to display the editable Account Properties window for the associated account.
ACCOUNT LOCATE: Click the "Locate" link text to display the account in the Account Manager Tree View.
ACCOUNT VENDOR: Click the vendor link text to display and edit Vendor Properties from the Vendor Properties window.
