This update of EnergyTracer was focused on streamlining resource management, improving site navigation, and to increasing general usability. Below is summary of major changes, for an additional help contact support for more information.
- Resources Page
- All resources are now available on one page. This includes the former pages of Organizations, Accounts, Edit Organization, Edit Building, Edit Account and Manage Bills
- Organization Select
- The organization select dropdown now also functions as a search bar
- Portfolio Select
- The portfolio select is now located under the setting dropdown, along with profile, tools, and alerts.
- You can select a portfolio by clicking the box in the active column. Clicking the box again sets unset and active portfolio and changes the view to reflect 'All Organizations'. Only one portfolio may be active at a time.
- Portfolio Management
- Adding an organization to a portfolio is now much easier. There are two new ways of adding an organization on a portfolio.
- In the portfolio select page, the second button is the new method of adding organizations. Now when adding an organization you can add it to any portfolio you have access to.
- On the portfolio tab of the resource page, the first button will now open an option to add that organization directly to any portfolio you have access to. The old method using access tokens is still available too and is the second option
- Adding an organization to a portfolio is now much easier. There are two new ways of adding an organization on a portfolio.
- Dashboard
- Dashboard Historical Data can now toggle between Selection Total and Individual Building
- Dashboard Historical Data can now toggle between Selection Total and Individual Building
Gage Tiber
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