We created these short videos for the online version to help you use EnergyCAP better. You can filter by category by clicking on the category tabs below.
Getting StartedThe Dashboard, help resources, and basic EnergyCAP setup.
Security & LicensingFind out about security, ownership, hosting, and licensing.
Search FeatureHow to use the EnergyCAP Search feature.
Templates/Workflow Settings Templates and workflows can speed bill processing.
Branding EnergyCAPCustomize the appearance of your web interface.
Cost Avoidance ProcessorsThe basics of using the processors.
Adding a New UserStep-by-step directions for adding a new user from Administration.
Changing Units of Measure Converting globals unit from MMBTUs to KBTUs.
Users & Permissions | Global SettingsAn overview of these Administration modules.
Bill Entry Templates Learn how to create and edit your bill entry templates.
Overview of Administration Configure global settings and manage users.
Creating a Utility Bill Account Description of basic account-meter setup in EnergyCAP.
Overview of Accounts Setting up and using the Accounts module in EnergyCAP.
Inactive Meters and Accounts How to manage inactive meters and accounts in EnergyCAP.
Creating and Editing Accounts & Meters How to create and edit accounts and meters in EnergyCAP.
Managing Benchmark GroupsLearn how to manage Meter and Place groups in EnergyCAP.
Groups & Benchmarking Introduces Place and Meter groups and auto-groups.
Changing a Bill Entry Template Learn how to change the bill entry template for a meter.
The Basics of Importing Bills How to save time by importing your utility bills electronically.
How to Create an Audit Group This video provides directions for creating an audit group.
Importing Multiple-Meter Bills Learn how to import bills with multiple meters.
Importing Bills in Excel Format Here is a step-by-step guide for this common bill import practice.
Resolving Bill Audit Problems What to do when EnergyCAP reveals a potential billing problem.
How to Modify Audit Groups Create a good audit process by modifying existing audit groups.
Overview of Bill AuditsLearn about bill audits, tolerances, and audit groups.
Overview of Bill ListsUse the Bill Lists feature to customize your view of bill data.
Bill Processing OverviewGet the big picture on bill processing options in EnergyCAP.
Preparing Data for Import Learn how to prepare billing data import into EnergyCAP.
How to Enter a Utility BillLearn how to enter a utility bill into EnergyCAP manually.
Assigning a Bill Entry Template Learn how to make changes to a meter's bill entry template.
Overview of CalendarizationCalendarization of utility data for better reporting.
How to Create a BuildingSetting up your Place hierarchy in EnergyCAP.
ENERGY STAR OverviewENERGY STAR setup, automated data submittal, and responses.
Overview of NormalizationLearn how to normalize data for better energy comparisons.
Buildings & Meters Overview A look at the Buildings and Meters module in EnergyCAP.
Overview of Project TrackingProjects are important. Learn how to track them in EnergyCAP.
Making Special Adjustments Make Special Adjustments in the Cost Avoidance module.
Average Unit Cost "Safety Net" Using Average Unit Cost to avoid calculation errors.
Cost Avoidance ChartsEnergyCAP's cost avoidance display and calculations.
Manual Cost AvoidanceCost Avoidance scenarios and how to address them.
Other Cost Avoidance Savings Explains the more advanced Cost Avoidance features.
Running ReportsDiscussion of report setup, configuration, and filters.
EnergyCAP Report OverviewThis video discusses report categories and specific reports.
Quick Reports in EnergyCAP Learn how to use Quick Reports in EnergyCAP.
Report AdministrationManage reports so users see the data that is important to them.
Click here for Setup Documentation
RD Video 1: Report Designer InstallationProvides install instructions and introduces the ribbon.
RD Video 2: Using Report Designer TemplatesExplains how to use and customize RD templates.
RD Video 3: Why Use Pivot Tables?This short Microsoft video introduces the pivot table concept.
RD Video 4: Creating Pivot TablesThis is a quick Microsoft How-To video for creating pivot tables.
Overview of Vendors & Rates An introduction to the Vendors & Rates module of EnergyCAP.
Use vs. Weather The basics of the Use vs. Weather charts in EnergyCAP.
Weather Data Depot How EnergyCAP tracks weather|The Weather Data Depot Tool