Performance Projects

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 it will automatically be the 'default project'.

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 tweaks to project without saving to switch back and forth.

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 Reports" on the organization's settings
• Default Project
  • Default Projects appear first in the list project on the report page
  • Is also used for default baseline dates on the regressions tab
• Buildings
  • Buildings to be included in this project
• Utility Types
  • Utility Types to be included in this project
• Report Types
  • Report Types to be included in this project
• Report Units
  • Units to be displayed on the reports 
  • Electric will always be kwh, but gas, water, and propane may be changed
• Baseline Start Date
  • Date for the beginning of the baseline period
  • Used for default dates on the regressions tab
  • Used for date range for any blended rate calculations
• Project Savings Start Date 
  • Start date for savings period in performance reports
• Project implementation start date
  • Optional start date for implementation period start date in performance reports
  • Must be 12 months past baseline start date and before project savings start date
  • Used in performance PDF reports
    • Optional setting in 'Report Options' section

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 - Actual Cost
  • Normalized Rate Savings 
    • Savings = (Weather Normalized Usage - Actual Usage) *Rate
• Blended Rate Option
  • Blended rates are used if not custom rates are set
  • Baseline Rate
    • Blended Rate of the baseline period
  • Performance Rate
    • Rate of the current performance month
  • Maximum Rate
    • Maximum of the two previous options
• Blended Rate Range
  • Organization Baseline Last Bill
    • Use rate of last bill in the baseline period
  • Organization Baseline Range 
    • Average Rate over the baseline period
  • Regression Model Range
    • Average Rate over the dates used for the regression model for the particular building and utility type 
• Projected Savings
  • Monthly Savings Estimates (or contract guarantees) to be used on the performance report
  • Will used the most recent savings value until a new one is entered
    • Example: If a rate is entered for year 1 and 4. Year 1,2, and 3 will use the year 1 rate then any years past 4 will use the year 4 rate
  • Year 0 savings can be entered for implementation period savings

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 belong to. This can be done on the regressions tab when saving the regression or on this page after the have been saved. 

If not regression is selected for a building and utility type, then the energy savings will be calculated using simple savings. 

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 is created, it can then be added to the building and utility type it belongs to. 

If no rate collection is selected for a building and utility type, then the cost savings will be calculated using blended rate options set on the 'Savings Details' tab. 

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 section or on the 'Savings Measures' tab on the main analysis page. 

Operational Savings are used and displayed in the 'Operational Savings Report' under Advanced Reporting. 

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 this article. Once a GHG collection is created, it can then be added to the building and it belongs to. 

If no GHG collection is selected for a building, then the GHG emissions will be calculated using its location information. For information about default GHG emissions calculations visit this article.

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 defaults are 'on'
• Performance PDF Report Options
  • Advanced Options for Performance PDF Reports
    • Implementation Period in Cumulative Chart
      • Show implementation period in cost cumulative chart
      • Default is 'on'
    • Cumulative Chart Offset
      • If implementation period is used, optionally offset the project savings by total savings in implementation period 
      • Default is 'off'
    • Resource Chart Type
      • Change type of resource chart in pdf report from a repeating 12 month chart to a continuous one
      • Default is 'yearly'
• Performance Excel Report Options
  • Excel Cumulative
    • Change excel information from selected performance year to all time information 
    • Default is 'yearly'