Create a New Site

  1. Click the New button to display the New Site slide-out.

    The New Site slide-out displays with all fields blank

  2. Fill in the Properties fields. A site Description is not required.

    NOTE: If the selected Country does not have a State/Province, the State/Province drop-down menu will say No data.

  3. Click the Select Entity button.

    1. In the Select Member window, under the Hierarchy tab, use the tree navigation to select an entity. Alternatively, use the Search tab to search for an entity. Click the OK button. You cannot select multiple entities.

  4. Under Security, use the Access Group drop-down menu to assign an access group to the site. See Access.

  5. The Enabled checkbox is selected by default. To disable the site, clear the Enabled checkbox.

  6. Under Purchased Energy, select an Electric Grid and a Heat and Steam source.

    1. To select an Electric Grid, click the Edit button. In the Select a Grid slide-out, select a grid from the Suggested Electric Grids table. Click the Done button.

    2. To select a Heat and Steam source, click the Edit button. In the Select a Heat/Steam Source slide-out, select a source from the Suggested Heat and Steam Sources table. Click the Done button.

      NOTE: Available Electric Grid and Heat and Steam options will display based on the location provided by the user. If there is more than one grid or source for that location, the user can choose from narrowed lists of Suggested Electric Grids and Suggested Heat and Steam Sources.

  7. Click the Save button if you do not want to add any factor groups to the site. To add factor groups to a new site, click Save and Add Factors.

If you change the supplier for a site that already has data entered, you are asked if you want the data from the original supplier to migrate to the new supplier. If you select Yes, the data is moved in all open data entry periods. If you select No, then both suppliers display on the Home page for data entry. If you do not migrate the data, the data you enter for both suppliers will aggregate on the report. You cannot change supplier data if the Workflow is completed or if the profile is in the Completed status.