Update Cost Avoidance other savings with a spreadsheet

Update spreadsheets save time and allow you to update multiple items at once.

  • Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
  • Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.

Formatting rules

  • All information should be entered as text or dates.
  • You can add sheets if needed, UtilityManagement only processes the sheet named DataEntry.
  • Do not remove columns.

Download the update spreadsheet

The menu lists spreadsheet matching your permissions.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Update Spreadsheets, choose Cost Avoidance Other Savings.
  3. Set the filters as needed to limit the amount of data in the spreadsheet.
  4. Download the spreadsheet.
  5. Name format is yyyymmdd-UPDATE_CostAvoidanceOtherSavings.xlsx.
  6. Add your information and save.
  7. Use Import to upload your spreadsheet.
  8. 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.
Available update columns are listed below.
Column Rules
Savings Category Update Choose from the drop-down.
Other Savings Amount Update Enter the new amount.
Other Savings Description Update Enter a new description.
Savings Date Update Enter the new date.
Start Date Update Enter the new date.
End Date Update Enter the new date.
Annual Cycle From Update Enter the new month.
Annual Cycle to Update Enter the new month.