You can create a more detailed Budget based on your own individual figures.  

Instead of having one budget figure spread equally over all the Periods, you can use individual figures for each Period.  For example, your Gas consumption may be higher in the Winter than the Summer and you want the budget to reflect this by applying figures to each Period (month) rather than 1/12th of the budget for each Period.

There are three steps:

• Create the Budget
• Create a Tag CSV file 
• Import the Tag CSV file into the Budget via the Importing Activity

When using Meters, there are additional steps:

• Add a Site Cost Definition
•  Link the Cost Definition to a Meter

Creating the Budget

Click here for details on how to create the Budget.  

The Budget will need to contain at least one Account, Meter or Monitoring Point to enable you to save it.  Once you have imported your Budget, you can then remove that Item.

Creating the Tag CSV File

Click on the links to see sample CSV files and details on how to create the files:

Example CSV File for Importing Accounts into Budgets

Example CSV File for Importing Monitoring Points into Budgets

Example CSV File for Importing Meters into Budgets

• When creating Budgets using Meters, you need a Cost Definition which holds the costs per unit.

• The Cost Definition needs to be set up under the Site (not at the Organisational Level) and linked to the Meter.

  • Click here for details on how to set up a Site Cost Definition
  • Click here for details on how to link a Cost Definition to a Meter

Importing the Tag CSV File

Once you have created the Budget (with one line in it) and created the CSV File, you will need to import the data.

• Open the Importing Activity
• Click 
• Choose the General Tag CSV Importer

• Click 
• Click 
• Locate and choose your CSV file
• Click 
• Click 
• Click 

Click here for more details on Importing.

Viewing the imported Data

Once you have uploaded the CSV file, you can view the Data in the Budget Management Activity.

• Open the Budget Management Activity
• Select the Budget Group to view the Budget details

Removing the sample Item

Remember, you added a sample Item into the Budget to enable you to save it.  This can now be removed.

• Right click on the line, click Remove selected Item(s)

Functions

Icons

Icon	Description
	Add items from the data selector
	Delete a budget from the table select it and click this  icon
	Launches the Budget Import Wizard
	To refactor all budgets to their original weighting select  this icon
	Use this icon to refactor all targets to budget weightings
	Print the table view
	Eport the table to Excel

Right Click Options

Right-clicking any row within the table will produce the following menu giving you an alternative way to navigate the menu items.

Columns

You can change the visible columns by clicking the header bar and selecting Columns from the drop down menu.