Using the Edit/View Budget Spreadsheet

To access the Finance tab, you must first locate the site for which you would like to view or edit finance data. If you do not know how to locate a site, go here.

Budget inputs only apply to Whole Building Electricity and Gas Accounts. There are currently no processes in place for projecting Water, Waste, and other Site-Level Budgets.

To open the budget spreadsheet, find the Edit/View Budget on the right of the screen and select it.

The budget spreadsheet is organized by yearly 12-month periods. You can navigate between years by using the date input box or arrows at the top of the table. You may notice that some years have required values that are shaded in red.  This indicates that a budget has not yet been set for this building for that year.

Enter your proposed budget for Electricity Use, Electricity cost, Gas Use, and Gas Budget into the spreadsheet.  If your site does not use one of these energy types, enter values as zero.

Once values have been entered, click "save" and cells will turn white, indicating that the comparison models will now be shown on the Finance tab.