Overview: Group Manager

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The Group Manager supplements the existing Facilities and Account Tree Views in EnergyCAP by providing a way to associate meters and/or places (and their associated data) without regard to physical location and/or financial association. Group Manager features are designed expressly for benchmarking purposes; charts available from the Group Manager permit quick and convenient comparison of use/cost data for members of the defined group.

The Group Manager provides a user-configurable tree structure for designing virtually any number of Categories and Groups with virtually any number of items (Places/Meters) per group. This enables the user to organize by criteria most useful for benchmarking and comparisons, including building type, commodity, cost or usage range, retrofit status, associated rate schedule, type of ballast, location, account, etc.. In addition to user-configured groups, auto-groups are also maintained automatically by EnergyCAP.

Groups can also be used as a filter for many reports on meters or places that may be unrelated in physical location or financial responsibility. Warehouses located at various sites throughout an organization could be assigned to a group called Storage Facilities, for example. Using this group as a filter when querying data for EnerygCAP reports would generate information relevant only to those Places in the group.

Understanding Group Manager Design

The Group Manager is designed with a three-tiered organizational structure (Categories, Groups and Items). During group creation, group categories may be created in either the Meters folder or the Places folders in the Group Manager Tree View. Any number of place or meter Categories may be created, and then any number of Place or Meter groups may be created within a single category.

An item is a place or a meter that belongs to a group within a user-defined category. Items can be added to groups during initial creation of the group or at a later date when new places or meters are created. An item can only belong to a group that has been created in a Category under the Place or Meter folder in the Group Manager. An item can belong to multiple groups.

The Group Manager workspace is divided into two panes:

Hierarchy Pane A hierarchy displayed similarly to the Windows Explorer display of folders and files. Click to navigate to place or meter groups.

View Pane Lists the items associated with the group by their code and display. You can sort the lists by clicking a column heading. To sort the lists in reverse order, click the column heading once more.

•  represents Place items in the Place Group levels

•  represents Meter items in the Meter Group levels

Accessing the Group Manager

1. On the navigation bar, select the Setup module.

2. Click the Groups icon. The Group Manager appears.