Energy project overview

Last updated July 6, 2026

Energy projects in EnergyCAP let you record and track energy efficiency initiatives—such as lighting upgrades, HVAC replacements, or building envelope improvements—at the building level. Tracking projects gives you visibility into completed and ongoing work and helps you correlate energy improvements with changes in your EUI trends.

This feature is designed for tracking impact summary data, not full project management. Project data is entered at the building level, subtotaled at the organization level, and visible on the Energy Projects tab in the Sites and Meters module.

There is no report or export available for energy projects. Project data can only be viewed within the Energy Projects tab in EnergyCAP.

Important notes

  • This feature is for tracking impact, not full project management.
  • Completed projects are shown on Energy Use Intensity (EUI) charts with a special symbol.
  • Each project must have a unique name.

How to add an energy project

You can add energy projects at the building level. Here's how:

  1. Go to the Sites and Meters module.
  2. Select the building where you want to add the project.
  3. Click on the Energy Projects tab.
  4. In the Energy Projects table, click New Project.
  5. Fill out the project form with the required details.
  6. Click Save.

When creating a new project, you are only presented with step 2 if you have defined your custom fields. Use the module menu in the Sites and Meters hierarchy to define project custom fields.

Add Energy Project form

  1. Select the building where you want to add the energy project.
  2. Click New Project.
  3. Give the project a name. (required)
  4. Add a short name that is used on charts. (required)
  5. Select the type of project from the drop-down; this can be changed later. (required) You can add new types with the drop-down menu. To delete a project type open a support ticket by emailing [email protected].
  6. Select the Expected impact of the project. (positive, negative, unknown) (optional)
  7. Enter the dates for the project. (optional)
  8. Enter the cost, rebate amount, and cost savings. (optional)
  9. Enter the funding source, energy savings, and project manager. (optional)
  10. Add a description for the project. (optional)
  11. If any custom fields have been defined you can enter them in the second dialog.
  12. Save the project.

add energy project form

Completed project

When a project has a completion date entered, the completed project is marked on the EUI chart. Hover over the marker to see the project details.

energy project shown on eui chart