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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