Organization overview
Organizations group related sites to help manage and report on energy data more effectively.
Common group examples
- Departments
- Campuses
- Business units
Key benefits
- View subtotaled use, cost, and trends across all assigned sites and meters.
- Use organizations as filters in reports and dashboards.
User access control
- Assigning a top-level organization to a user limits their access to only that part of the facilities tree.
- This ensures users can only view and manage data relevant to their area.
Organization facts
- You can add organizations under organizations to create multiple levels in the hierarchy.
- Organizations cannot be created below sites.
- Each organization is assigned a type (called Place Type in reports and dashboards). This helps classify them—for example: agencies, departments, campuses, or sites.
How to organize sites
Organize sites in a way that support your reporting needs and reflect your organization's structure. A well-organized structure improves visibility, analysis, and access control.
Here’s a clear and concise guide on how to organize sites in EnergyCAP, ideal for documentation or training:
📊 Common organization methods
- By Reporting or Management Hierarchy
Group sites based on how your facilities are managed or how you need to report data.
• Example: Operations → Buildings → Meters
- By Physical Layout
Organize geographically to reflect physical locations.
• Example: All sites in Pennsylvania or West Campus
- By Organizational Structure
Align with departments, regions, or divisions.
• Example: All sites under District 9 or Finance Department
🔐 User access control with site organization
- You can limit user access by assigning them to specific organizations or sites.
- Users can only view and report on data within their assigned branch of the facilities tree (often called the topmost place).
- This ensures secure and relevant access for different teams or roles.
Steps for adding a new organization
- Choose a location for the new organization. In the Buildings and Meters tree, click the existing organization where the new one should be placed.
- Click the Actions menu and select Add New Organization.
- Fill in the form. Notice the parent is the organization you selected in step 1. Click Save.
- Your next steps could be:
- To place sites under this organization.
- Editing an existing site and selecting this organization as its parent.
- Creating a new site.
- Creating additional organizations beneath this one.
Types of organizations
When creating an organization, you can assign a type to help categorize and filter your data more effectively.
Default type
- The defualt type during setup is Organization.
- This type can be changed to something more specific based on your structure.
Using types in reports and widgets
- Assigned types appear in filters and widgets.
- If an organization wasn't assigned a type, it won't appear when filtering by Place type.
⚠️ Selecting Place Type - Organization only includes organizations with organizations as their type. It does not include all organizations by default.
Filtering tip
- You'll only see assigned types in the filter list.
- Be sure to assign a type during setup if you plan to filter or report by it later.
Organizational reports
You can download configured reports (quick reports) directly from the Sites and Meters module—no need to leave the page.
Key features
- Quick access to relevant reports from within the module.
- Great for reviewing use, cost, or trends by organization, site, or meter.
Report details
- The filters used to generate the report appear on the last page.
- When you click Configure Advanced Options, those filters are automatically applied, making it easy to adjust or re-run the report.
Create an organization
- Create organizations with the plus sign (Create dialog) or a create spreadsheet.
- Edit organizations with the Actions menu or an update spreadsheet.
Permissions
A report of user roles and their permissions is available for download on the Users and Roles page.
Custom user roles are created by administrators.