Templates: Advanced

Presented by Mark Amberman [15 minutes]

Discusses the Unit System in EnergyCAP and how it relates to templates, how to create and add new items to templates, how and why to import or export templates, and how to test templates you’ve created to ensure that they are functioning as expected.

»The Help videos in this library apply to EnergyCAP Enterprise only.

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  1. How unit system drives templates
  2. Example of adding a new commodity and setting it up to show as a template option
  3. How to create and add new items for templates
  4. How to import/export templates – why you would do this
  5. How to verify your template is working properly
  6. Explain that manual templates do not impact imported bill