Creating and Reporting on Budgets in EnergyCAP

©2013 EnergyCAP, Inc. @energycap www.EnergyCAP.com
Standard Operations Track
Creating and Reporting on
Budgets
Presented by Andy Harbison, CEM

Agenda:
Overview
Budget Creation
Quick Views of Budget Data
Using Budget Versions

Agenda (continued):
Editing a Budget
Budgeting for Deregulated Accounts
Reporting
Importing a Budget

Overview

Budget Manager is
found on the
Analysis Module.

Forecast by Commodity
Historical Bill Based
Compare Multiple Years
Common Unit Basis
Graph and Spreadsheet
Views of Data

Creating a Budget

Up to 36 months
Billing or Accounting
Period Basis
Avg, High, Low,
Latest

Bill Spanning
Budget Year
Filter by TMP,
Group, and
Commodity

Quick View of Budget Data

Two Chart Types

Three Data Types:
1. Budget: Cost Comparison

Three Data Types:
2. Forecast: Usage Comparison

Three Data Types:
3. Unit Cost: Blend of Cost and
Use Comparison

Data from charts is exportable to
spreadsheets or Microsoft Word

Budget Versions

Use versions early and often

Use a new version to back up
your work.

Use a new version for
“what if” scenarios

Editing a Budget

Select forecast

Select level to revise

Iterate one change at a time

Change by +/- percent
Force close
Affect unit or usage
Select affected months
Filter by vendor and/or
vendor rate

Deregulated Account
Budgets

Unconsolidated example

Separate forecasts for supplier and
LDC accounts

Reporting on Budgets

Use budget reports, which group by
meter, building, and commodity

Budget Reports

Custom Spreadsheets provide summary
or actual vs. budget

Budget custom spreadsheet

Audit bills using
ECE Audit 48,
which compares
actuals versus
budget

Budget audit

Importing a Budget

Begin by creating a Budget using the
Budget Wizard

This creates a placeholder for each
account in the database

Then export your budget

Ensure your design follows the import
format specified in the Online
Help Manual

Then edit your budget

Finally import your budget

Questions
Visit the Ace Place to learn more!

Creating and Reporting on Budgets in EnergyCAP

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Editor's Notes