Setup Manager Import/Update Process in EnergyCAP

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Introduction to EnergyCAP's Setup Manager, creating setup import sheets, using update sheets, quiz.

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  • Not all users are created equal – we wouldn’t want all users to be able to approve billsGeneral Types of Users:View only accessData / bill entryBilling Admin - Bill Review and ApprovalAdministrator – manage users, bill process, and work flow settings
  • Not all users are created equal – we wouldn’t want all users to be able to approve billsGeneral Types of Users:View only accessData / bill entryBilling Admin - Bill Review and ApprovalAdministrator – manage users, bill process, and work flow settings
  • WHAT IS A USER ROLE?A User Role is a predefined set of client-configured permissions that essentially determine what EnergyCAP options are accessible to a specific user, and what actions the user is allowed to perform.WHY USE THEM?EnergyCAP User Roles are designed to streamline the process of adding EnergyCAP users and to help ensure consistency and integrity when managing users across your enterprise.HOW DO I USE THEM?First, it is important to understand the various permissions that are available in EnergyCAP. An alphabetical User Permissions checklist of Managers* and available Actions is available.
  • WHAT IS A USER ROLE?A User Role is a predefined set of client-configured permissions that essentially determine what EnergyCAP options are accessible to a specific user, and what actions the user is allowed to perform.WHY USE THEM?EnergyCAP User Roles are designed to streamline the process of adding EnergyCAP users and to help ensure consistency and integrity when managing users across your enterprise.HOW DO I USE THEM?First, it is important to understand the various permissions that are available in EnergyCAP. An alphabetical User Permissions checklist of Managers* and available Actions is available.
  • WHAT IS A USER ROLE?A User Role is a predefined set of client-configured permissions that essentially determine what EnergyCAP options are accessible to a specific user, and what actions the user is allowed to perform.WHY USE THEM?EnergyCAP User Roles are designed to streamline the process of adding EnergyCAP users and to help ensure consistency and integrity when managing users across your enterprise.HOW DO I USE THEM?First, it is important to understand the various permissions that are available in EnergyCAP. An alphabetical User Permissions checklist of Managers* and available Actions is available.
  • Setup Manager Import/Update Process in EnergyCAP

    1. 1. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdvanced Operations TrackSetup ManagerImport/Update ProcessPresented by Scott Bair, CEM
    2. 2. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAgenda:Introduction to the Setup ManagerCreating Setup Import SheetsUtilizing Update SheetsPop Quiz
    3. 3. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Manager Overview
    4. 4. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comProvides an easy way to import orupdate multiple:VendorsRatesPlacesCost CentersAccounts/MetersGeneral Ledger CodesOrganizations
    5. 5. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAdministration  Setup Manager
    6. 6. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInstructions and Documentation
    7. 7. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Manager-Import
    8. 8. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comCreating Setup Import SheetsDirections and Help DocumentationImport OrderSpecial Cases
    9. 9. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInstructions and Documentation
    10. 10. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comGeneral Rules & RestrictionsSpreadsheets are designed to allowthe hierarchical relationships betweenitems to be defined.Parent items must be created prior tothe child item (Organizations &Buildings and Accounts & Meters)
    11. 11. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Import Order1. Vendors2. Rates3. Organizations & Buildings4. Cost Centers5. Accounts & Meters6. General Ledgers (if required)
    12. 12. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Import: Generate Template
    13. 13. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Import: Sample Import Sheet
    14. 14. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInstructions and Documentation
    15. 15. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSpecial CasesDeregulated Accounts–one meterassociated with two accountsMultiple Meters Account–manymeters associated with one accountUnknown Rate Codes–recommendusing a “To-Be-Determined” code as aplace holder (TBD-Electric)
    16. 16. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comAccounts & Meters: Special Cases
    17. 17. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Import: Launch Import Wizard
    18. 18. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Manager-Update
    19. 19. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comUtilizing Update Import SheetsDirections and Help DocumentationGenerating update sheets w/ filtersEditing the update worksheets
    20. 20. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInstructions and Documentation
    21. 21. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Update SpreadsheetsVendorsMetersAccountsCost CentersGeneral Ledger CodesOrganizations & Buildings
    22. 22. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comUpdate: Generate Template with Filters
    23. 23. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comUpdate: Sample Update Sheet
    24. 24. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comUpdate: Sample Account Update
    25. 25. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comInstructions and Documentation
    26. 26. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Update-MetersAdditional Information
    27. 27. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comEditing the Update spreadsheetsGreen Columns–contain the existingvalues for the given fieldsWhite Columns–are the fields whereupdates are to be enteredNo Update Required–blank fields aresimply ignored when the updatespreadsheet is importedLearn from my mistake–Do not unprotect the file
    28. 28. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comSetup Update: Launch Import Wizard
    29. 29. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comPop Quiz–Setup Manager
    30. 30. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comWhat User Role is required in orderperform Imports or Updates with theSetup Manager?Administrator–Full Access
    31. 31. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comWhat EnergyCAP items can beimported using the Setup Manager?VendorsCost CentersRatesAccounts/MetersGeneral Ledger CodesOrganizations & Building
    32. 32. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comWhat EnergyCAP items can beupdated using the Setup Manager?AccountsMetersVendorsCost CentersGeneral Ledger CodesOrganizations & Buildings
    33. 33. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comWhen using the import sheets, childrenitems (meters, accounts, buildings, etc.)must be preceded by their parent items.(organizations, cost centers, buildings, etc.)
    34. 34. ©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.comWhen using the import sheets, canAccounts and Meters be added in thesame spreadsheet row?No, accounts and meters must be puton separate rows of the spreadsheetParent items must precede child items
    35. 35. QuestionsVisit the Ace Place to learn more!©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com

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