Settings menu

System Settings

An organization name is required.

A preview is provided after you add a correctly sized logo.

An organizational logo must be at least 96 pixels wide by 96 pixels high, be 5MB or smaller and be a PNG, JPEG, or SVG. The image width cannot be more than two times the image height.

Default user role for new users

This is the default role for all new users, including automatically created SSO users.

You can update the assigned user role during or after creating the user.

Default topmost place and cost center

When users are automatically created by a single sign-on session, this topmost setting is assigned. This is the highest level that the user can access.

This setting is also the default topmost place and cost center when creating users and the default assignment can be changed by an administrator either during creation or after the user is created.

Subscription Details

Subscription details provides your validation code and information about licensed meters and features.

All meters, both active and inactive, count towards your total licensed meters.

Users and roles

Manage users, user groups, and roles with the Users and Roles option.

You can add active users one at a time or multiple users at one time with setup spreadsheets.

When a user is made inactive they are automatically logged out of UtilityManagement.

Add new roles or download a User Roles and Permissions spreadsheet on the Roles & Permissions tab.

Data Reporting Settings

Data Reporting Settings lets you configure the units to use through out the application.

Energy use

Energy use units let you add together unlike energy resources for reporting. The meter use unit is always used for meter reporting.

Cost

This sets your system currency, this is used by default in bills and records. You can override this setting if needed when viewing bills and records.

Area

Decide how you want floor area displayed.

Exclude months from charts

This option lets you exclude data from the last full specified months from charts in dashboards. For example, when the current month is September and last 2 months is selected, September, August, and July are excluded from charts.

This setting does not apply to dashboard charts set to a specific date range or any reports.

Commodities and Units

Here you can configure your global reporting unit, (you can think of this as your energy reporting unit), the common rollup unit for each commodity, (think of this as your commodity reporting unit) and manage your commodity categories.

These settings should be modified by an administrator who understands the outcome of making unit changes. This powerful feature makes system-wide updates.

Commodity categories

This section lets you group your commodities. This is useful because it gives you more granularity when reporting on overall use and costs. It separates commodities into their individual sources in Powerviews and reports.

You can create, customize and delete categories at any time. There are four categories with commodities prepopulated.

  • Electricity
  • Water
  • Sewer
  • Travel

After you create a new commodity category, click on the commodity you want to add, and then use the Category drop down to assign it to a category.

View commodity category details

You can view the commodity details when you expand the Powerview or hover over the chart.

You can view Commodity Powerviews by individual commodity or by commodity category.

Cost Categories

With this option you can customize the default cost categories. These are visible in charts when you use the filter - Group by cost category. 

The first step is to review and, if needed, update the default category labels.

After you have configured the categories, you can download the spreadsheet and update the assigned bill line types to cost categories and then upload your file.

It will take up to 24 hours for category changes to be processed.

You can see your Cost Categories in the Trend Chart and Rolling Month Comparison widget. Include the Group by filter and select Cost Category. You can hover over the stacked bar or expand the widget to see more details.

Target Comparison Settings

Target comparison places a target line on organization, building, and meter level charts based on a selected billing year.

You can configure the target line in the Settings menu (Gear icon) or the Buildings and Meters module menu.

All the details are here.

Send Notification to Users

Use this option to quickly send a message to one or more user groups.

Default Notification Settings

Here administrators can:

  • Set the default notification settings for new users.
  • Can disable the ability of users to receive email notifications.

Setup Spreadsheets Log

All uploaded files and results are logged. The Setup Spreadsheet Log is user specific and only someone with the Administrator: Full Access role can view all the uploaded files.

API Keys and Webhooks

API keys provide third-party application developers a means of accessing UtilityManagement data.

Webhooks are HTTP callbacks used to trigger custom code and actions when UtilityManagement data is changed.