1. UNIVERSITY
  2. ESG
  3. Consumptions & Emissions

District Heating and District Cooling

How to set up an asset to track district heating or cooling, and how to upload energy consumption values.

In this Article: 

Step 1: Create a submeter for the asset

Please note this step must be completed by an Asset Manager​


Use the search bar to select the Asset where you want to track District Heating/Cooling

Type "Magazine"

Click on the Asset to open the Operational Performance Dashboard

Click on Magazine London

To add District Heating to this asset, click on the "District Heating Intensity" Card on the Dashboard (for District Cooling, select the "District Cooling Intensity" Card and follow the same steps set out below)

Click on District Heating Intensity                                       Baseline month  (Mar)     Latest month  (Mar)

Click on the Settings button in the top right corner of the page. 

Click on Settings

Click "+Add" in the Emission Type Details to select a unit of measurement.

Click on Add

Choose the unit of measurement that will be used to enter this consumption data into Obi. 

Click on kg…

 

Click "Add" to continue 

Click on ADD

Next you should add at least one submeter

Click on Add

Fill in the submeter details. If using AMRs to measure this consumption data, be sure to add the same meter code here as is used in your AMR platform. 

Type "0.0436"

If using AMRs to measure this consumption data, be sure to add the same meter code here as is used in your AMR platform. 

Type "01_Landlord_123456"

Click "Add" to save the submeter 

Click on ADD

Add more submeters to the asset as needed

Click on Add
 

Close the dialog window when you are finished adding submeters, your changes are saved automatically. 

Click on
 

In the next Step, we will Cover how to assign users to update the District Heating and Cooling values for each asset. 

 

Step 2: Assign Users to Update the Consumption Values

Please note this step must be completed by an Asset Manager


Navigate to the Fund List Page | Obi ESG

1. Search for the Fund

Search for the Fund

2. Click on the fund to open the dashboards

Click on the fund to open the dashboards

3. This will open the Operational Performance Dashboard

This will open the Operational Performance Dashboard

4. To assign users to update the District Heating values, click on the "District Heating Intensity" Card. To assign users to update District Cooling, click on the "District Cooling Intensity" Card and follow the same steps as below.

To assign users to update the District Heating values, click on the "District Heating Intensity" Card. To assign users to update District Cooling, click on the "District Cooling Intensity" Card and follow the same steps as below.

5. If you cannot see the District Heating or Cooling Cards on the dashboard, you may need to enable them from the "Customise dashboard here" button.

If you cannot see the District Heating or Cooling Cards on the dashboard, you may need to enable them from the "Customise dashboard here" button.

6. When you have clicked in the District Heating Intensity Card, the District Heating detail screen will open, and you can review any assets in the fund which have district heating submeters.

When you have clicked in the District Heating Intensity Card, the District Heating detail screen will open, and you can review any assets in the fund which have district heating submeters.

7. To Assign a user, click on the value in the "Assigned to" column

To Assign a user, click on the value in the "Assigned to" column

8. In the modal, you can choose any user who has access to that asset.

If the user you are expecting is not appearing in the dropdown, they may need to be added to that asset, or invited to Obi. If you need some assistance with adding new users, please reach out to Obi support.

In the modal, you can choose any user who has access to that asset.

9. Choose the user who will be responsible for uploading these values for the selected asset.

Choose the user who will be responsible for uploading these values for the selected asset.

10. Optionally, you can require the uploading user add some file evidence to each consumption value (eg. a utility bill).

If you select no here, the user will still have the option to upload a file or not. Selecting "Yes" will make a file upload mandatory.

Optionally, you can require the uploading user add some file evidence to each consumption value (eg. a utility bill).

11. Click on Submit to save the changes.

This user will recieve a notification, and will have this utility type appear in their "open tasks" screen.

Click on Submit to save the changes.

12. You can repeat this step for any assets in the fund.

You can repeat this step for any assets in the fund.
 

 

 

Step 3: How to Update the Consumption Values

This step can be completed by any user who is assigned to update consumption values, or by an Asset Manager or Fund Manager


Option 1 - Add a Consumption Value through the "Tasks" page

1. If you are assigned to upload consumption data, you will see the task to update the value

If you are assigned to upload consumption data, you will see the task to update the value

2. Use the form that opens to add the value for that submeter and month, and any additional context or information associated with that consumption value.

Use the form that opens to add the value for that submeter and month, and any additional context or information associated with that consumption value.

3. Commentary can be added to give additional context to values, eg. the source of an estimate, or an explanation for an unusual reading.

Commentary can be added to give additional context to values, eg. the source of an estimate, or an explanation for an unusual reading.

4. Choose the appropriate option to describe the type of data entered.

Choosing "actual with evidence" will prompt the user to upload a file, eg. a utility bill.

Choose the appropriate option to describe the type of data entered.

5. Click on "Submit" to save the value.

Click on "Submit" to save the value.

Option 2 - Add a Consumption Value through the Asset Dashboard

1. Alternatively - a consumption value can be added directly from the operational performance dashboard.

This action is available to asset / facility manager even if they are not the user assigned to update his consumption.

Alternatively - a consumption value can be added directly from the operational performance dashboard.

2. Open the Operational Performance Dashboard for an Asset or a Fund

Open the Operational Performance Dashboard for an Asset or a Fund

3. Click on the Card for the Consumption you wish to update

Click on the Card for the Consumption you wish to update

4. Click on the submeter month value to update it.

Click on the submeter month value to update it.

5. Use the form that opens to add the value for that submeter and month, and any additional context or information associated with that consumption value.

Comments can be added to give additional context to values, eg. the source of an estimate, or an explanation for an unusual reading.

Use the form that opens to add the value for that submeter and month, and any additional context or information associated with that consumption value.

6. Choose the appropriate option to describe the type of data entered.

Choose the appropriate option to describe the type of data entered.

7. Select "EFVI-DistrictHeatingCooling.xls" from file upload menu

Select "EFVI-DistrictHeatingCooling.xls" from file upload menu

8. Click on "Submit" to save the value

Click on "Submit" to save the value

9. The value appears on the dashboard with a colour to represent the type of data entered.

Deep Green - Actual Value with Uploaded Evidence
Pale Green - Actual Value without Uploaded Evidence

Amber - Estimate Value

The value appears on the dashboard with a colour to represent the type of data entered.

Option 3 - Add a Consumption Value through the Fund Dashboard

1. Fund Managers or consultants may find it more useful to update consumption values from the Fund dashboard, where they can update values from multiple assets at once, or compare values between assets for a period of time

Fund Managers or consultants may find it more useful to update consumption values from the Fund dashboard, where they can update values from multiple assets at once, or compare values between assets for a period of time

2. Select a fund from the "Funds" Page

Select a fund from the "Funds" Page

3. Click on the Fund to Open the Operational Performance Dashboard.

Click on the Fund to Open the Operational Performance Dashboard.

4. Click on the Card for the Consumption you wish to update

Click on the Card for the Consumption you wish to update

5. Open the submeters menu to see the submeters associated with the Asset whose value you wish to update.

Open the submeters menu to see the submeters associated with the Asset whose value you wish to update.

6. Click on the submeter month value to update it.

Click on the submeter month value to update it.

7. Use the form that opens to add the value for that submeter and month, and any additional context or information associated with that consumption value.

If there is already a value for this meter and month, you can use the "pencil" icon to change it.

Comments can be added to give additional context to values, eg. the source of an estimate, or an explanation for an unusual reading.

Use the form that opens to add the value for that submeter and month, and any additional context or information associated with that consumption value.

8. Choose the appropriate option to describe the type of data entered.

Choosing "actual with evidence" will prompt the user to upload a file, eg. a utility bill.

Choose the appropriate option to describe the type of data entered.

9. Click on "Submit" to save the value

Click on "Submit" to save the value

10. Close the submeter menu to return to the Consumption Summary Page

Close the submeter menu to return to the Consumption Summary Page