Add a building with the Create button
The Create button provides quick access to manual bill entry, importing files, and creating common UtilityManagement objects.
Steps to add a new building
- Where will the new building be placed in the buildings and meters tree? Does the parent organization already exist or do you need to create a new one?
- To create a new building click on the Create button and Add Building.
- Fill in the Add New Building form. The Parent is the organization you selected or created in step 1.
- Save your building.
- The next step is to assign this building as the parent to an existing meter (edit the meter and select this building as the parent) or create a new meter and possibly a new account.
If you are creating a new meter it helps to have a copy of the bill so you have the account number, vendor name, and rate schedule information.
Building details
Parent: Determines where the building is created, choose root or another organization. You can nest organizations as needed.
Name: The name of the building, this can include spaces and is limited to 50 characters.
Code: A unique identifier for the building, cannot include spaces and is limited to 32 characters.
Floor Area: Enter the current floor area. Floor area history is maintained with the Actions menu.
Floor area effective: Set the effective date for the floor area.
Primary Use: From the drop-down choose a Primary Use for the building or add a new primary use. The primary use groups buildings in the Groups and Benchmarks module allowing you to compare similar buildings.
Constructed: The oldest date available to enter is 1/1/1900, if your building is older than 1/1/1900, enter the date of the last major retrofit. This date lets you compare buildings with similar building dates when discussing energy efficiency.
Description: Add information about this building.
Country: The Default country in System Settings populates this field. This field can be updated.
Postal Code: Postal code determines the weather station. Weather information is used for calendarization, normalization, and Cost Avoidance.
The postal code automatically populates three fields (if they are empty, for United States and Canada).
- Weather Station
- City
- State
Weather Station: For United States and Canada the weather station is based on the postal code, for all other countries weather data is based on the latitude and longitude. United States and Canada can enter custom weather stations.
Report-03 lists the weather station abbreviation and location.
City and State: Is populated based on the postal code for United States and Canada and only auto-populates if blank.
Latitude and Longitude: For countries other than United States and Canada this is used for weather data.
The help icon has more information on finding your building's latitude and longitude.
If latitude and longitude are entered, they are used by maps to accurately place buildings. These fields, if left empty, may be populated by UtilityManagement based on the building address and can be updated.
Allowed characters for codes
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