Create Cost Avoidance special adjustments with a spreadsheet

The spreadsheet drop-down lists spreadsheets matching your permissions.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Create Spreadsheets, choose Cost Avoidance Special Adjustments.
  3. Download the spreadsheet.
  4. The name format is yyyymmdd-CREATE_CostAvoidanceSpecialAdjustments.xlsx.
  5. Add your information and save.
  6. Use Import to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

Permissions

The ability to create objects is determined by user role and any limits placed on the user's topmost place or topmost cost center.

Maximum length for codes and names

The column header lists the maximum length for each attribute. When entering data, a red cell indicates the name or code exceeding the specified length. If you upload the spreadsheet without fixing the cell, the row fails to process and an error spreadsheet is created.

Prerequisites

Before creating a Cost Avoidance special  adjustment the meter must exist.

Create special adjustments spreadsheet details

Column Rules
Meter Code Choose from the meter from the drop-down.
Adjustment Category Choose the category from the drop-down.
Special Adjustment Description Enter a description of the special adjustment.
Frequency

Choose your option from the drop-down.

  • Continuous - An adjustment in effect year-round starting on a specific date.
    For example, add 50 KWH per day to the baseline starting 9/2/2019 to an account for new computers that were not present during the 2018 calendar baseline year.
  • Recurring - An adjustment in effect certain days of the year starting on a specific date.
    For example, add 225 KWH to the baseline from June 5th through August 12th to account for summer school, which was not held during the baseline year.
Start Date Enter the start date for the special adjustment.
End Date Enter the end date for the special adjustment.
Annual Cycle From If Recurring enter a month and day.
Annual Cycle To If Recurring enter a month and day.
Adjust Baseline Bills Choose how to adjust the bills from the drop-down box.
Adjusted Amount Enter an adjustment amount.