Consumptions & Emissions
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      How to Update 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

      In this Article:

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      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