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Performance Projects

Performance Projects are used to group together settings relating to a performance report. These settings are all saved to the project and then the report is ran on the project that way performance report generation is a one click process.

  • Creating a Project

    Creating a report in done on the analysis page under the projects tab. All the is need to create a project is enter a project name and project type. If this is the first project you have created then ...

  • Cloning a Project

    Cloning a project can be done after at least project is created. Cloning a project copies all settings on the project except for its 'default' status. This is useful is you would like to make minor tw...

  • Report Details

    This section is for all basic details about the project and report settings.  Project Name Name identifier for the project. Used to distinguish between projects Not to be confused with Name for Report...

  • Savings Details

    This tab contains settings relating to how cost savings are calculated. Savings Option Determines how cost savings are calculated Performance Bill Savings  Savings = Weather Normalized Usage * Rate - ...

  • Project Regressions

    This section is used to manage the regressions used in the performance reports. Regressions must first be created on the regressions tab, they can then be added to the building and utility type they b...

  • Project Rates

    This section is used to manage the custom rates used in the performance reports. Rates are applied within a collection, to learn more about rate collections visit this article. Once a rate collection ...

  • Project Operational Savings

    Operational Savings are savings that are guaranteed within a contract that do not need to be monitored with performance reports. Operational savings can be created and added to a project in this secti...

  • Project GHG Conversions

    This section is used to manage the custom Greenhouse Gas (GHG) conversions used in the performance reports. GHG Conversions are applied within a collection, to learn more about GHG collections visit t...

  • Report Options

    Performance PDF Report Chart Toggles Each dropdown toggles section of the performance pdf report on or off The names of the dropdowns match the names of the section in the bookmarks of the pdf All def...