Budgets: Advanced

Presented by Mark Amberman [13 minutes]

Explains how to modify a budget, including how to use filters and how to edit budgets at the meter level. Discusses the Budget Importer feature, budget reports, and budget audits.

»The tech videos in this library apply to EnergyCAP Enterprise and Express only. There is a separate video library for EnergyCAP Professional.

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  1. Modifying budgets
    1. New budget versions
    2. Editing budgets
      • Using filters to edit budgets from a higher level
      • Editing budgets at the meter
  2. How to import a budget using the Budget Importer in Administrator
  3. Budget Reports
  4. Budget Audits