Leviton BMOSW-BIL, BMOSW-EXE, BMOSW-COD, BMOSW-ADD, BMOSW-MTR User manual

Building Manager Online (BMO) Version 3.0

User’s Guide

Setup and Operation Manual

August 2016

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Table of Contents

Account Registration ................................................................................................................................. 6

Account Login ............................................................................................................................................ 9

Base Modules .......................................................................................................................................... 10

Base Module: Adding Meters ................................................................................................................. 10

Base Module: Dashboard ........................................................................................................................ 15

Base Module: Dashboard > System Network ......................................................................................... 16

Base Module: Dashboard > Alarms ......................................................................................................... 17

Base Module: Groups .............................................................................................................................. 18

Base Module: Groups > Status ................................................................................................................ 18

Base Module: Groups > Consumption Report ........................................................................................ 19

Base Module: Hubs ................................................................................................................................. 21

Base Module: Groups > Hubs > Status .................................................................................................... 22

Base Module: Groups > Hubs > Alarm Notification ................................................................................ 23

Base Module: Groups > Hubs > Configuration ........................................................................................ 26

Base Module: Groups > Hubs > Upload Log ............................................................................................ 31

Base Module: Groups > Hubs > Share Hub ............................................................................................. 32

Base Module: Groups > Hubs > Remove Hub ......................................................................................... 35

Base Module: Devices ............................................................................................................................. 37

Base Module: Groups > Hubs > Devices > Status .................................................................................... 38

Base Module: Groups > Hubs > Devices > Graphs .................................................................................. 39

Base Module: Groups > Hubs > Devices > Configuration ....................................................................... 42

Base Module: Groups > Hubs > Devices > View Data ............................................................................. 44

Base Module: Groups > Hubs > Devices > Export Data........................................................................... 46

Base Module: Groups > Hubs > Devices > Data Format ......................................................................... 48

Base Module: Groups > Hubs > Devices > Remove Device ..................................................................... 49

Code Compliance Module: Overview ..................................................................................................... 51

Code Compliance Module: Building Setup ............................................................................................. 52

Code Compliance Module: Building Setup > Add New Building ............................................................. 53

Code Compliance Module: Building Setup > Edit Building ..................................................................... 55

Code Compliance Module: Building Setup > Remove Building .............................................................. 56

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Code Compliance Module: Building Setup > Adding a Removed Building ............................................. 57

Code Compliance Module: Code Compliance Setup .............................................................................. 58

Code Compliance Module: Virtual Meters ............................................................................................. 59

Code Compliance Module: Virtual Meters > Add ................................................................................... 59

Code Compliance Module: Virtual Meters > Edit ................................................................................... 64

Code Compliance Module: Virtual Meters > Remove ............................................................................ 65

Code Compliance Module: Virtual Meters > Adding a Removed Virtual Meter .................................... 67

Code Compliance Module: Virtual Meters > View Data ......................................................................... 68

Code Compliance Module: Virtual Meters > Graph ................................................................................ 69

Code Compliance Module: Virtual Meters > Export ............................................................................... 72

Code Compliance Module: Code Compliance Reports ........................................................................... 73

Code Compliance Module: Code Compliance Reports > Configuration ................................................. 74

Code Compliance Module: Code Compliance Reports > View Data ....................................................... 76

Code Compliance Module: Code Compliance Reports > Graph ............................................................. 77

Code Compliance Module: Code Compliance Reports > Export ............................................................. 80

Executive Reporting Module: Overview ................................................................................................. 82

Executive Reporting Module: Building Setup ......................................................................................... 83

Executive Reporting: Building Setup > Add New Building ...................................................................... 85

Executive Reporting: Building Setup > Edit Building ............................................................................... 86

Executive Reporting: Building Setup > Dashboard ................................................................................. 87

Executive Reporting: Building Setup > Dashboard > Reports > Add Report ........................................... 88

Executive Reporting: Building Setup > Dashboard > View Data ............................................................. 89

Executive Reporting: Building Setup > Dashboard > Graph .................................................................... 90

Executive Reporting: Building Setup > Dashboard > Export ................................................................... 93

Executive Reporting: Building Setup > Dashboard > Configuration ....................................................... 94

Executive Reporting Module: Building Portfolio Setup .......................................................................... 96

Executive Reporting: Building Portfolio Setup > Add Building Portfolio ................................................ 97

Executive Reporting: Building Portfolio Setup > Edit Building Portfolio ................................................. 97

Executive Reporting: Building Portfolio Setup > Remove Building Portfolio .......................................... 98

Executive Reporting: Building Portfolio Setup > Adding a Removed Building Portfolio ....................... 100

Executive Reporting: Building Portfolio Setup > Reports ..................................................................... 101

Executive Reporting: Building Portfolio Setup > Reports > View Data ................................................. 101

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Executive Reporting: Building Portfolio Setup > Reports > Graph ........................................................ 103

Executive Reporting: Building Portfolio Setup > Reports > Export ....................................................... 104

Executive Reporting Module: Virtual Meters ....................................................................................... 107

Executive Reporting: Virtual Meters > Add........................................................................................... 108

Executive Reporting: Virtual Meters > Edit ........................................................................................... 112

Executive Reporting: Virtual Meters > Remove .................................................................................... 113

Executive Reporting: Virtual Meters > Adding a Removed Virtual Meter ............................................ 114

Executive Reporting: Virtual Meters > View Data ................................................................................ 116

Executive Reporting: Virtual Meters > Graph ....................................................................................... 117

Executive Reporting: Virtual Meters > Export ...................................................................................... 120

Executive Reporting Module: Executive Reporting Dashboard ............................................................ 121

Executive Reporting Module: Executive Reporting Dashboard > Edit .................................................. 122

Executive Reporting Module: Executive Reporting Dashboard > Edit > Add Widget ........................... 122

Executive Reporting Module: Executive Reporting Dashboard > Edit > Edit Dashboard ..................... 138

Executive Reporting Module: Executive Reporting Dashboard > Edit > Save ...................................... 140

Executive Reporting Module: Executive Reporting Dashboard > Edit > Undo ..................................... 140

Executive Reporting Module: Executive Reporting Alerts Overview .................................................... 140

Executive Reporting Module: Executive Reporting Alerts > Add .......................................................... 141

Executive Reporting Module: Executive Reporting Alerts > Edit .......................................................... 144

Executive Reporting Module: Executive Reporting Alerts > Remove ................................................... 144

Executive Reporting Module: Executive Reporting Alerts > Adding Removed Alerts .......................... 145

Executive Reporting Module: Executive Reporting Alerts > Contacts > Add ........................................ 146

Executive Reporting Module: Executive Reporting Alerts > Contacts > Deactivate/Activate/Delete .. 147

Executive Reporting Module: Executive Reporting Base Case Overview ............................................. 148

Executive Reporting Module: Executive Reporting Base Case > Add ................................................... 149

Executive Reporting Module: Executive Reporting Base Case > Add > Create Base Case from Meter 149

Executive Reporting Module: Executive Reporting Base Case > Add > User Entered Base Case ......... 150

Executive Reporting Module: Executive Reporting Base Case > Edit ................................................... 151

Executive Reporting Module: Executive Reporting Base Case > Remove ............................................ 153

Executive Reporting Module: Executive Reporting Base Case > Adding Removed Base Case ............. 153

Executive Reporting Module: Executive Reporting Building Goals Overview ...................................... 154

Executive Reporting Module: Executive Reporting Building Goals > Add ............................................ 155

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Executive Reporting Module: Executive Reporting Building Goals > Edit ............................................ 157

Executive Reporting Module: Executive Reporting Building Goals > Remove ..................................... 159

Executive Reporting Module: Executive Reporting Building Goals > Adding a Removed Goal ............ 160

Tenant Billing Module: .......................................................................................................................... 161

Tenant Billing Module: Building Setup .................................................................................................. 163

Tenant Billing Module: Building Setup > Add New Building ................................................................. 164

Tenant Billing Module: Building Setup > Edit Building .......................................................................... 165

Tenant Billing Module: Building Setup > Remove Building ................................................................... 166

Tenant Billing Module: Building Setup > Adding a Removed Building ................................................. 167

Tenant Billing Module: Building Setup > Units ..................................................................................... 168

Tenant Billing Module: Building Setup > Units > Add ........................................................................... 168

Tenant Billing Module: Building Setup > Units > Edit ........................................................................... 169

Tenant Billing Module: Building Setup > Units > Remove .................................................................... 170

Tenant Billing Module: Building Setup > Units > Adding a Removed Unit ........................................... 171

Tenant Billing Module: Building Setup > Units > Assign Meter ............................................................ 172

Tenant Billing Module: Building Setup > Units > Edit ........................................................................... 175

Tenant Billing Module: Building Setup > Units > Unassign Meter ........................................................ 175

Tenant Billing Module: Tenant Setup ................................................................................................... 177

Tenant Billing Module: Tenant Setup > Add Tenants ........................................................................... 177

Tenant Billing Module: Tenant Setup > Edit Tenants ........................................................................... 179

Tenant Billing Module: Virtual Meters.................................................................................................. 180

Tenant Billing Module: Virtual Meters > Add ....................................................................................... 181

Tenant Billing Module: Virtual Meters > Edit ....................................................................................... 186

Tenant Billing Module: Virtual Meters > Remove................................................................................. 187

Tenant Billing Module: Virtual Meters > Adding a Removed Virtual Meter ......................................... 188

Tenant Billing Module: Virtual Meters > View Data ............................................................................. 189

Tenant Billing Module: Virtual Meters > Graph .................................................................................... 191

Tenant Billing Module: Virtual Meters > Export ................................................................................... 194

Tenant Billing Module: Tariffs ............................................................................................................... 195

Tenant Billing Module: Tariffs > Add Simple Tier.................................................................................. 196

Tenant Billing Module: Tariffs > Add TOD............................................................................................. 198

Tenant Billing Module: Tariffs > Edit ..................................................................................................... 201

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Tenant Billing Module: Tariffs > Deactivate .......................................................................................... 202

Tenant Billing Module: Tariffs > Activating a Deactivated Tariff .......................................................... 203

Tenant Billing Module: Generate Bills .................................................................................................. 203

The Generate Bills screen ..................................................................................................................... 204

Reports .................................................................................................................................................. 208

Tariffs .................................................................................................................................................... 209

Owning multiple modules ..................................................................................................................... 209

Support ................................................................................................................................................. 216

Modules Menu ...................................................................................................................................... 217

Modules Menu > Purchasing Modules ................................................................................................. 217

Modules Menu > Purchasing Buildings ................................................................................................. 218

Wizards ................................................................................................................................................. 219

Wizards > Add a Hub ............................................................................................................................. 219

Wizards > Share a Hub .......................................................................................................................... 222

Wizards > Remove a Hub ...................................................................................................................... 225

Wizards > Edit a Group ......................................................................................................................... 226

Wizards > Remove a Group................................................................................................................... 228

Wizards > Remove a device from a Hub ............................................................................................... 230

Wizards > Virtual Meters ...................................................................................................................... 231

Wizards > Buildings ............................................................................................................................... 232

Wizards > Building Portfolios ................................................................................................................ 233

Wizards > Tenants ................................................................................................................................. 234

Wizards > Tariffs.................................................................................................................................... 235

Wizards > Executive Reporting Alerts ................................................................................................... 236

Wizards > Executive Reporting Contacts .............................................................................................. 236

Wizards > Executive Reporting Base Case ............................................................................................ 237

Wizards > Executive Reporting Building Goals ..................................................................................... 238

Wizards > Code Compliance Setup ....................................................................................................... 239

Account Profile ...................................................................................................................................... 240

Profile > License .................................................................................................................................... 240

Base Module > Profile > My Profile ...................................................................................................... 241

Profile > My Profile > View .................................................................................................................... 242

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Profile > My Profile > Change Password ............................................................................................... 243

Profile > My Profile > Edit Profile .......................................................................................................... 244

Profile > My Profile > Share Dashboard ................................................................................................ 245

Profile > My Profile > Share Dashboard > Add a User .......................................................................... 246

Profile > My Profile > Share Dashboard > Remove a User .................................................................... 246

Profile > My Profile > Go to Contact Points .......................................................................................... 247

Profile > Log Out ................................................................................................................................... 248

Account Registration

1. To begin using the base module, create an account with Leviton.

2. Open any web browser and type levitonbmo.com into the URL box and press enter.

This will direct you to the Building Manager Online 3.0 login screen.

3. To create an account, click Sign Up Here. This will direct you to the User Registration page.

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4. Enter all information in fields.

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5. Read and agree to the terms of use and click REGISTER.

The registration confirmation screen is displayed.

6. Click the link to return to the login screen.

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Account Login

1. Enter your username and password and then click LOGIN.

This is the home screen of the Building Manager Online 3.0. This is also known as the base
module. The base module is available at no cost and allows you to:

a. Create groups
b. Add hubs/meters to Groups
c. Export energy usage data
d. Display energy usage graphs

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Base Modules

Base Module: Adding Meters

1. Click Wizards.

2. Click Add a HUB.

a. NOTE: You can also add the initial hub by clicking/pressing the Add new hub button

located in the System Network.

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The Add a HUB wizard is displayed.

3. Enter the HUB serial number.
a. The serial number for the Flex IO module or HD Pulse module is located on the sticker

on the back of the device.

b. To access the serial number for an embedded Hub or embedded HubLite, press the

menu button, select data upload, then select show serial number. The serial number will
appear on the LCD screen.

c. To access the serial number for an EMH Hub, remove the lid. The serial number is

located on the label on the Ethernet port.

d. To access the serial number for an EMH+, touch the about icon and scroll down. The

serial number will be displayed on the LCD screen.

4. Click the Continue button.

5. Step 2: Enter the HUB password on the screen seen below.

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6. Enter the Hub password. The password is the same password located in your HUB's

configuration web browser just below the upload channel assigned to the web address for the
Building Manager Online 3.0.

a. Important: Set the channel password on your device prior to adding your device to the

BMO.

b. If you do not know the hub password, contact the site manager for assistance to access

the device.

7. Click the Continue button.

8. Step 3: Enter the name of this HUB screen on screen below.

9. Enter a unique name for the Hub.

10. Click the Continue button.

11. Click Yes to select an existing group.

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a. Note: The System Network must contain at least one group to select an existing group.

12. Click No to create a new group.
a. Enter a name for the group.

13. Click the Continue button.

14. Click the Save button.
a. The Hub will be displayed in the System Network under an existing group or a new

group.

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15. Click the plus sign next to the group to view the hub.

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16. Click the plus sign next to the hub to view all meters connected to the hub.

Base Module: Dashboard

1. The base module or home screen consists of the following:

1. The System Network.

2. The Alarm Summary.

3. The main menu (Support, Modules, Wizards, Profile).

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Base Module: Dashboard > System Network

1. The system network hierarchy consists of the following.

1. Group: Groups contain hubs.

2. Hub: Hubs contain devices.

3. Device: Devices contain data points.

(hide)

Note: The system network can be hidden and unhidden by clicking the system network icon.

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(unhide)

Base Module: Dashboard > Alarms

An alarm occurs when the BMO receives an error code from the hub. Device alarms are displayed on the
home screen of the BMO.

The Alarm Summary displays:

a. The total number of devices: This number represents all devices connected to all of the

hubs connected to the BMO.

b. The number of devices in a Normal state: This number represents no alarms.
c. The number of devices in a Critical state: This number represents a device error.

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Base Module: Groups

1. Click the name of any group located in the system network.

The group screen contains a table of hubs with two menu items.

Base Module: Groups > Status

 The first menu item is Status. This is the default view for a group.

 The group status screen displays all hubs assigned to the selected group.
 The group status screen displays hub names, serial numbers, firmware versions, Last IP

addresses and the Last Time each hub uploaded to the Building Manager Online 3.0.

 Clicking on a hub row allows you to drill into a hub to view all of the meters connected to the

selected hub.

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Base Module: Groups > Consumption Report

The second menu item is Consumption Report.

1. Click the consumption report menu item.

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The Consumption Report screen is displayed.

 The consumption report screen displays consumption data for all hubs assigned to the selected

group.

 The consumption report screen allows you to view consumption data based on a selected date

range and time zone.

 You can change the start date, end date, time zone, and/or cost per unit.

2. Click the update table data button after all changes have been made.

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3. You can export the consumption data by clicking/pressing the Export Consumption Report

button.

Base Module: Hubs

1. Click the name of a group located in the System Network.

2. Click the name of a hub located below the group.

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The hub screen is displayed.

The hub screen contains a table of meters with six menu items.

Base Module: Groups > Hubs > Status

The first menu item is Status.

 This is the default view for a hub.
 The hub status screen displays all meters connected to the selected hub.
 The hub status screen displays serial numbers, firmware versions, and date/time of the last

uploads to the BMO.

 Hub status information includes:

a. Meter device number
b. Meter status
c. Meter name & purpose
d. Meter type
e. The firmware version of the meter

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1. Clicking a meter row allows you to navigate to a meter to view all of the data points and energy

readings for the selected meter.

Base Module: Groups > Hubs > Alarm Notification

The second menu item is Alarm Notification.

1. Click the Alarm Notification menu item.

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The alarm notification screen is displayed.

 The alarm notification screen lists all meters connected to the hub.
 The alarm notification screen allows you to receive email notifications when a hub fails to

communicate with the Building Manager Online 3.0 for more than 36 hours.

 The alarm notification screen also allows you to receive email notifications when a meter goes

into an alarm status.

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2. To begin receiving alarm notifications for a meter, click the Notify Me checkbox located in the

row of the meter.

3. Click the Notify Me checkbox for any or all meters from which you would like to receive

notifications.

4. When you are finished selecting meters, click the Save button.

Note: Alarm notifications will be sent to the email address registered with the Building Manager
Online 3.0 account. You can view the email address by clicking/pressing Profile and then
clicking/pressing My Profile.

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The email address will be displayed on the screen.

Base Module: Groups > Hubs > Configuration

The third menu item is Configuration. Note: This menu option may or may not be visible. HUBS and
devices added with shared passwords do not have access to the configuration screen.

Visible

Not Visible

1. Click the Configuration menu item.

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The HUB configuration screen is displayed.

2. The HUB configuration screen displays the HUB Serial Number, HUB Firmware Version and Last

Upload Connection.

3. The HUB configuration screen allows you to overwrite and/or view HUB settings.

4. Click configuration options to reveal HUB settings.

5. Configuration options.

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a. Modbus Configuration Options.

i. HUB Name

ii. Data Logging period
iii. Modbus TCP Access
iv. Modbus RS/485 baud rate

v. Modbus Timeout
vi. Modbus Debug

vii. Search for Modbus Devices

viii. Search for Sensor Network Devices

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b. Data Upload Options

i. Scheduled upload time

ii. Upload data on alarm status change
iii. Upload data on low disk alarm
iv. Upload data on startup

v. Allow remote Modbus device configuration
vi. Number of times to retry (on failure)

c. IP Configuration Options

i. IP Address

ii. Subnet Mask
iii. Gateway
iv. Hostname

v. DNS1
vi. DNS2

vii. DHCP Enabled

viii. HTTP Proxy Server Address

ix. HTTP Proxy Server Address Port

x. Ethernet MTU
xi. Telnet Enabled

xii. FTP Enabled

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d. Modem Options

i. Modem

ii. Dialout Enabled
iii. Dialin Enabled

e. System Info

i. Base Model

ii. Full Model

6. Simply navigate out of the HUB configuration screen without clicking the Save button to discard

changes.

7. Click the Save button to apply changes. Important: Saved settings will overwrite settings saved in the

HUB.

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Base Module: Groups > Hubs > Upload Log

The fourth menu item is Upload Log.

1. Click the Upload Log menu item.

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The upload log screen is displayed.

 The upload log screen displays records for all uploads made from the hub to the Building

Manager Online 3.0.

 The upload log screen displays the time, IP address and the upload message for each upload

made from the hub to the Building Manager Online 3.0.

 Scroll down to the bottom of the screen to change the number of records displayed per page

and/or page through all log records.

Base Module: Groups > Hubs > Share Hub

The fifth menu item is Share HUB.

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1. Click the Share HUB menu item.

 The share a hub screen is displayed.
 The share a hub screen allows you to select a hub and then temporarily assign a password to the

hub. You can then share the serial number and temporary password with another Building
Manager Online 3.0 user.

 This allows you to share the hub and meter data with another user without granting full access

to your hub.

 The user will not be able to edit the configuration settings of the shared hub.
 The BMO will only store one shared password per hub.
 When a shared password is changed, the shared user no longer has access to the shared hub.

2. Select the Serial Number for the hub you would like to share.

3. Click the Continue button.

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4. Enter the HUB password. This is the same password set in the upload page of the hub.
a. Important: Set the channel password on your device prior to adding your device to the

Building Manager Online 3.0.

b. If you do not know the hub password, contact the site manager for assistance to access

the device.

5. Click the Continue button.

6. Enter the share password for the hub.
a. Note that this is a temporary password assigned to a hub that allows you to share the

hub with another Building Manager Online 3.0 user.

b. If a share password is assigned to this hub at a later date, the data connection for the

original share will be discontinued.

7. Click the Save button.

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Base Module: Groups > Hubs > Remove Hub

The sixth menu item is Remove HUB.

1. Click the Remove HUB menu item.

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2. The remove hub screen is displayed. This option allows you to remove a hub from a group.

3. Step 1. Select the serial number for the hub you would like to remove.

4. Click the Continue button.

5. Acknowledge and Confirm Deletion of Hub.

6. Click the “I have read and understand…” checkbox.

7. Click the Delete button.

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Base Module: Devices

1. Click the name of a group located in the system network.

2. Click the name of a hub located below the group.

3. Click the name of the device located below the hub.

The device screen contains a table of data points with seven menu items.

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Base Module: Groups > Hubs > Devices > Status

The first menu item is Status. This is the default view for a device.

1. Click Status to display the Device Status Screen.

 The device status screen displays all data points within a device.
 The device status screen displays the device name and number, the device type, the status of

the device, the date/time of the last upload and the date/time of the last reading.

 The device status screen table displays the name of the data point, the current reading, the low

and high alarms (if set).

2. Scroll down to the bottom of the screen to change the number of records displayed per page

and/or page through all data points.

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Base Module: Groups > Hubs > Devices > Graphs

The second menu item is Graph.

1. Click the Graph menu item.

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The device graph screen is displayed.

 The graph screen displays the device name and number, the device type, and the date range of

the available data.

 The graph screen allows you to set a date range, select a time zone, and select up to four data

points.

2. Select a range of data by clicking/pressing the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking/pressing the time zone dropdown.

7. Click the time zone.

8. Click the dropdown for Data Point 1 and select a data point.

9. Data points are color coded. Colors will display on graph.

10. Select up to four data points.

11. Click the Update Graph button.

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The graph is rendered.

12. Hover over the data points to view detailed information for each input.

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13. Hover over the graph and click and then drag and release to zoom in.

14. Press the reset button to reset the zoom on the graph to the original view.

15. Click the Update Graph button to render the graph whenever the date range, time zone, or data

points are changed.

Base Module: Groups > Hubs > Devices > Configuration

The third menu item is Configuration. Note: This menu item may or may not be visible. HUBS and
devices added with shared passwords do not have access to the configuration screen

Visible

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Not Visible

1. Click the Configuration menu item.

The device configuration screen is displayed.

2. The device configuration screen displays the device number and device type.

3. The device configuration screen allows you to overwrite data point names, units of measure, low

alarms, high alarms and enable or disable the Console.

a. The console box, if checked will allow the alarm condition to be displayed on the HUB

display screen until cleared.

4. Highlight and enter the information you would like to overwrite.

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5. Simply navigate out of the device configuration screen without clicking the Save button to discard

changes.

6. Click the Save button to apply changes.

7. Click the Save button to save updates. Important: Saved settings will overwrite settings saved in the

device.

Base Module: Groups > Hubs > Devices > View Data

The fourth menu item is View Data.

1. Click the View Data menu item.

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The view data screen is displayed.

 The view data screen displays the device name and number, the device type, and the date range

of the available data.

 The view data screen displays a table containing all data and data points for the selected date

range.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Select the time zone.

8. Click the Update Table Data button.

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The data table will refresh based on the selections.

9. Scroll down to the bottom of the screen to page through data.

10. Click the Update Table Data button to populate the table with data whenever the date range or

time zone is changed.

Base Module: Groups > Hubs > Devices > Export Data

The fifth menu item is export data.

1. Click the Export Data menu item.

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The export data screen is displayed.

 The export data screen displays the device name and number, the device type, the date/time

range of the available data.

 The export data screen allows you to select a date range and time zone and then export the

data to a text file.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Select a Delimiter to determine whether the data should export as Comma Delimited or Tab

Delimited.

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9. Click the Add column headers checkbox to deselect or select whether column headers should be

added to the exported text file.

10. Click the Export Data button.

The text file will download.

11. If the text file does not appear to download, make sure your web browser popup blocker is not

blocking the file.

Base Module: Groups > Hubs > Devices > Data Format

The sixth menu item is data format.

1. Click the Data Format menu item.

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The data format screen is displayed.

The purpose of this screen is to provide you with the information necessary to recreate the database
tables in another database. Use this option if you would like to export the device data and then import
the data into your database.

 The data format screen displays the device name and number and the device type.
 The data format screen displays the field and data type for all data points.
 The data format screen displays the SQL statement for recreating the tables.

Base Module: Groups > Hubs > Devices > Remove Device

The seventh menu item is Remove Device.

1. Click the Remove Device button.

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The remove device screen is displayed.

 Note: Making changes via the remove device screen does not disconnect the physical device

from the physical hub.

 The remove device screen allows you to purge all data from the Building Manager Online 3.0 for

a selected device. This will not physically remove the device from the hub. If the device has not
been physically disconnected from the hub, the next time the hub communicates/uploads data
to the Building Manager Online 3.0, the removed device will be refreshed with new/current
data.

2. Click the “I have read and understand…” checkbox.

3. Click the Remove Device button.

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Code Compliance Module: Overview

This software module will allow you to meet the established and growing requirements of local
municipal codes such as the Seattle Energy Code and CA Title 24 requirements along with those of
developing versions of ASHRAE 90.1.

 The Code Compliance module is an expansion module that must be purchased.
 If you are interested in purchasing the Code Compliance module, see Modules Menu > Purchase

Modules.

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1. If the module has been purchased, click Modules > click Code Compliance.

The Code Compliance module is displayed. The Code Compliance module contains four menu items:

 Building Setup
 Code Compliance Setup
 Virtual Meters
 Code Compliance Reports

Code Compliance Module: Building Setup

1. Click the Building Setup button.

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The Buildings list screen is displayed.

 The Buildings list screen displays a map pinpointing the location for each building added to the

Building Manager Online 3.0.

 The Building list screen contains a table listing all buildings added to the Building Manager

Online 3.0.

Code Compliance Module: Building Setup > Add New Building

1. Click the Add New Building button.

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The Building Setup screen is displayed.

2. Enter building attributes.
a. Name of the Building
b. Address Line 1
c. Address Line 2 (optional)
d. City
e. State
f. Zip Code
g. Country
h. Fields such as Square footage may be displayed if other modules are purchased.

3. Enter each utility cost.
a. Electric

i. Kwh

ii. kW – Average

iii. kW – Peak
b. Gas Cost
c. Steam Cost

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d. BTU Cost

 The utility cost information will be used in calculations when generating the code compliance

reports.

 Note: The utility cost information must be entered or the Code Compliance reports will not

provide the desired results.

4. Click the Cancel button to discard changes OR

5. Click the Save button to add the building to the Buildings list screen.

Code Compliance Module: Building Setup > Edit Building

1. Click the Edit link in the row of the building located in the Actions column on the Buildings list

screen or simply click the name of the building.

The Building Edit screen is displayed.

2. Click the field to be modified.

3. Enter changes.

4. Click the Cancel button or simply navigate out of the screen without clicking the Save button to

discard changes OR

5. Click the Save button to save changes.

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Code Compliance Module: Building Setup > Remove Building

1. Click the Edit link in the row of the building located in the Actions column on the Buildings list

screen or simply click the name of the building.

2. The Building Edit screen is displayed.

3. Click the Active checkbox to remove the building from the Buildings list screen.

4. When the checkbox is empty (doesn’t contain a check) and the screen has been saved, the

building will no longer appear in the Buildings list screen and you will not be able to access the
building from other areas of the Building Manager Online 3.0.

5. Click the Cancel button or simply navigate out of the screen without clicking the Save button to

discard changes.

6. Click the Save button to remove the building.

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Code Compliance Module: Building Setup > Adding a Removed Building

1. Click the Edit link in the row of the building located in the Actions column on the Buildings list

screen or simply click the name of the building.

2. The Building Edit screen is displayed.

3. Click the Active checkbox to add the building back to the Buildings list screen.

4. Click the Cancel button or simply navigate out of the screen without clicking the Save button to

discard changes.

5. Click the Save button to add the building.

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Code Compliance Module: Code Compliance Setup

1. Click the Code Compliance Setup button.

The Code Compliance Module Setup screen is displayed.

2. Select Group.
a. Groups are located in the System Network and added, edited, and removed through the

base module.

3. Select Hub.
a. Hubs are child objects to groups.
b. Hubs are located below groups in the System Network and added, edited, and removed

through the base module.

c. Note: Available hub selections are based on the prior group selection.

4. Select Building.
a. Available buildings are active buildings located in the Buildings list screen.
b. Selecting a building creates a relationship between the building and the hub to be used

in Code Compliance reporting.

5. Click the Cancel button or simply navigate out of the screen without clicking/pressing the Save

button to discard changes.

6. Click the Save button to save changes.

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Code Compliance Module: Virtual Meters

Virtual meters allow you to add or subtract real data points to produce virtual data points. You can only
create virtual meters from real data points of the same type such as kW, Degree F, etc. Only hubs with a
data upload interval of 15 minutes can be used to create Virtual meters.

1. Click the Virtual Meters button.

The Virtual Meters list screen is displayed.

 The Virtual Meters list screen contains a table listing all virtual meters added to the Building

Manager Online 3.0.

 The Virtual Meters list screen contains a table and two main navigational menu items.
 The table lists all Virtual Meters added to the Building Manager Online 3.0.
 The two navigational menu items are Add New Virtual Meter and Home.
 The Virtual Meters list screen allows you to filter your virtual meters by Building.

2. Click the Home button to return to the home screen of the Building Manager Online 3.0.

Code Compliance Module: Virtual Meters > Add

1. Click the Add New Virtual Meter button.

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The Create Virtual Meter screen is displayed.

2. Enter Virtual Meter Label.
a. This will be the name of the Virtual Meter.

3. Select Building.
a. The purpose of this selection is help you keep track of your virtual meters by allowing

you to see which building is associated with each virtual meter.

4. Select Group.
a. Groups are located in the System Network and added, edited, and removed through the

base module.

5. Select Hub.
a. Hubs are child objects to groups.
b. Hubs are located below groups in the System Network and added, edited, and removed

through the base module.

c. Note: Available hub selections are based on the prior group selection.

6. Select Device.
a. Devices are child objects to hubs.
b. Devices are located below hubs in the System Network.
c. As long as a device is physically connected to a hub and the hub is uploading data to the

Building Manager Online 3.0, the Building Manager Online 3.0 will receive data from the
hub for the device.

7. Select Data Point.
a. Data Points are child objects to devices which are child objects to hubs.
b. Data Points are located in the System Network under Group > Hubs > Devices. Each

device contains data points.

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c. Note: Available data point selections are based on the prior hub selection.

The selected data point will display in the Virtual Calculations box.

The selected data point will also display below the Virtual Data Point Definition heading.

Note: A virtual meter formula/equation is known as a virtual meter definition.

8. Click the appropriate mathematical operator.
a. Plus sign (+)

i. The plus sign (+) will add the selected data point value to the next data point

value.

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b. Subtraction sign (-)

i. The subtraction sign (-) will subtract the next data point value from the selected

data point value.

c. Clear button (Ø).

i. Click the clear button to remove elements from a Virtual Calculations definition.

ii. Note: The clear button will only remove a data point or operator at the end of a

definition/equation.

iii. Click the last data point or operator in the definition/equation.
iv. Click the clear button.

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9. Click the data point dropdown and click the next data point. Note: The data point dropdown

field is used for selecting the initial data point and each additional data point.

10. Repeat adding data points and mathematical operators until the definition is complete.
a. Process for Building Virtual Meters:

i. Step 1 Select Data Point

ii. Step 2 Select Mathematical Operator

iii. Step 3 Select Data Point

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11. Note: Virtual Meters must be of the same type (e.g., kW, Degree F, etc.).

12. Like data points can be added and subtracted from different hubs, groups, and other virtual

meters.

a. Process for Building Virtual Meters using multiple groups or hubs:

i. Step 1 Select Data Point

ii. Step 2 Select Mathematical Operator
iii. Step 3 Select Group
iv. Step 4 Select Hub

v. Step 5 Select Data Point

13. Click the Back to Virtual Meters button or simply navigate out of the screen without clicking the

Save button to discard changes OR

14. Click the Reset Selections button to clear the screen and start over OR

15. Click the Save button to save the virtual meter. The Virtual Meters list screen is displayed and

the newly created virtual meter is listed.

Code Compliance Module: Virtual Meters > Edit

1. Click the Edit link in the row of the virtual meter located in the Actions column on the Virtual

Meters list screen or simply click the name of the virtual meter.

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The virtual meter edit screen is displayed.

2. From this screen, you can:
a. Change the label (name) of the meter.
b. Select a Building for the Virtual Meter.
c. Select additional Groups.
d. Select additional hubs (must first select the group).
e. Select additional data points (must first select the hub).
f. Add and remove data points and operators to and from the Virtual Data Point

Definition.

3. Make the necessary edits on the page.

4. Click the Back to Virtual Meters button or simply navigate out of the screen without

clicking/pressing the Save button to discard changes OR

5. Click the Reset Selections button to clear the screen and start over OR

6. Click the Save button to save changes.

Code Compliance Module: Virtual Meters > Remove

1. Click the Edit link in the row of the virtual meter located in the Actions column on the Virtual

Meters list screen or simply click the name of the virtual meter.

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The virtual meter edit screen is displayed.

2. Click the Active checkbox to remove the virtual meter from the virtual meter list screen.

3. When the checkbox is empty (doesn’t contain a check) and the screen has been saved, the

virtual meter will no longer appear in the virtual meter list screen and you will not be able to
access the virtual meter from other areas of the Building Manager Online 3.0.

4. Click the Back to Virtual Meters button or simply navigate out of the screen without clicking the

Save button to discard changes OR

5. Click the Save button to save the change.

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Code Compliance Module: Virtual Meters > Adding a Removed Virtual Meter

1. To add a removed virtual meter, click the Edit link in the row of the virtual meter located in the

Actions column on the virtual meter list screen or simply click the name of the virtual meter.

The virtual meter edit screen is displayed.

2. Click the Active checkbox to add the virtual meter back to the virtual meters list screen.

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3. Click the Back to Virtual Meters button or simply navigate out of the screen without

clicking/pressing the Save button to discard changes OR

4. Click the Save button to activate the virtual meter.

Code Compliance Module: Virtual Meters > View Data

1. Click the View Data link in the Actions column of the virtual meter list screen.

The view data screen is displayed.

 The view data screen displays the name of the virtual meter, the definition (equation) used to

calculate the virtual data points.

 The view data screen displays three menu items:

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 The first menu item is View Data. The View Data link is also located on the virtual meters

list screen under the Actions column. This is the default view for a virtual meter.

 The view data screen displays a table containing all data and virtual data points for the selected

date range.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Click the Update Table Data button.

The data table will refresh based on the selections.

9. Scroll down to the bottom of the screen to page through data.

10. Click the Update Table Data button to populate the table whenever the date range or time zone

is changed.

Code Compliance Module: Virtual Meters > Graph

1. Click the Graph link in the virtual meters list screen under the Actions column.

Graph is the second menu item.

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2. The graph screen displays the name of the virtual meter and the definition (equation) used to

calculate the virtual data points.

 A graph is rendered based on the default date range.
 The graph screen allows you to set a date range and select a time zone.

3. Select a range of data by clicking the date range picker.

4. Select a start date.

5. Select an end date.

6. Click the Apply button.

7. Select the time zone by clicking/pressing the time zone dropdown.

8. Click the time zone.

9. Click the Update Graph button.

The graph is rendered.

10. Hover over the data points to view detailed information for each input.

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11. Hover over the graph and click and then drag and release to zoom in.

12. Press the Reset zoom button to reset the zoom on the graph.

13. Click the Update Graph button to render the graph whenever the date range or time zones are

changed.

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Code Compliance Module: Virtual Meters > Export

1. Click the Export Data menu item located in the virtual meters list screen under the Actions

column.

Export Data is the third menu item.

The Export Data screen is displayed.

 The export data screen displays the name of the virtual meter and the definition (equation) used

to produce data.

 The export data screen allows you to select a date range and time zone and then export the

data to a text file.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

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6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Click the Excel (xls) button to export the data in an xls file format.

9. Click the Excel (xlsx) button to export the data in an xlsx file format.

10. Click the CSV button to export the data in a comma separated values file format. The file will

download. Note: If the file does not appear to download, make sure the popup blocker in your
web browser is not blocking the file.

Code Compliance Module: Code Compliance Reports

1. Click the Code Compliance Reports button.

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The Code Compliance Reports screen is displayed.

 The Code Compliance Reports screen displays a table containing a list of all available reports.
 The Code Compliance Reports screen contains links under the Actions column to View Data,

Graph, Export data, and the Configuration screen for each report.

 The Code Compliance Reports screen allows you to filter reports by end use, whole building, or

all reports. The default selection displays all reports.

Code Compliance Module: Code Compliance Reports > Configuration

1. Click the Configuration link in the Actions column for the report you would like to configure.

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a. If the report has not been configured, clicking the name of the report will also return the

report configuration screen.

The report configuration screen is displayed.

Note: Each report must be configured prior to use.

a. The Code Compliance Module Setup screen must be configured prior to configuring

reports through the reports configuration screen (Code Compliance > Code Compliance
Module Setup).

b. The selected building must have all utility costs defined in the building setup screen

prior to configuring reports (Code Compliance > Building Setup > Edit).

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2. Select the Device for Consumption Data Point.

3. Select the Consumption Data Point.

4. Select the Device for Demand Data Point.

5. Select the Demand Data Point.

6. Click the Go Back button to discard changes and return to the Code Compliance Reports screen

OR

7. Click the Save button to complete the configuration process.

8. Repeat the configuration process for all Code Compliance Reports.

Code Compliance Module: Code Compliance Reports > View Data

1. Click the View Data link in the Actions column for the report you would like to configure.

The view data screen is displayed.

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 The view data screen is the default screen when a configured report is clicked. Note: If the

report has not been configured, clicking the view data link will return the report configuration
screen.

 The view data screen displays the name of the report, the date/time range of the consumption

data and the date/time range of the demand data.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Click the Update Report button.

The table will display the value and cost for the consumption, demand (average), and demand (peak) for
the selected date range.

Code Compliance Module: Code Compliance Reports > Graph

1. Located in the row of the report name, click the Graph link in the Actions column.

a. If the report has not been configured, clicking/pressing the Graph link will return the

report configuration screen.

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The graph screen displays the name of the report and the date/time range for the available data.

 A default date range is selected and a default graph is rendered.
 The graph screen allows you to set a date range, select a time zone, and select data rollup.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Select a data rollup period by clicking/pressing the data rollup dropdown.

9. Click the period.

10. Click the Update Graph button.

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The graph is rendered.

11. Hover over the data points to view detailed information for each input.

12. Hover over the graph and click and then drag and release to zoom in.

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13. Press the Reset zoom button to reset the zoom on the graph.

14. Click the Update Graph button to render the graph whenever the date range or time zones are

changed.

Code Compliance Module: Code Compliance Reports > Export

1. Located in the row of the report name, click the Export link in the Actions column.
a. If the report has not been configured, clicking the Export link will return the report

configuration screen.

The export data screen displays the name of the report and the date/time range of the available report
data.

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The export data screen allows you to select a date range and time zone and then export the data to a
text file.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Click the Update Report button.

9. The data table is refreshed and displays the value and cost of consumption, demand (average),

and demand (peak) data.

10. Click the Excel (xls) button to export the data in an xls file format.

11. Click the Excel (xlsx) button to export the data in an xlsx file format OR

12. Click the CSV button to export the data in a comma separated values file format OR

13. Click the PDF button to export the data in a PDF file format.

The file will download. Note: If the file does not appear to download, make sure the popup blocker
in your web browser is not blocking the file.

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Executive Reporting Module: Overview

The Executive Reporting module allows executive stakeholders to readily access and understand energy
usage and cost data specific to their facilities and portfolios.

 The Executive Reporting module is an expansion module that must be purchased.
 If you are interested in purchasing the Executive Reporting module, see Modules Menu >

Purchase Modules.

1. If the module has been purchased, click Modules > click Executive Reporting.

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The Executive Reporting module is displayed. The Executive Reporting module contains seven menu
items:

a. Building Setup
b. Building Portfolio Setup
c. Virtual Meters
d. Executive Reporting Dashboard
e. Executive Reporting Alerts
f. Executive Reporting Base Case
g. Executive Reporting Building Goals

Executive Reporting Module: Building Setup

1. Click the Building Setup button.

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2. The Buildings list screen is displayed.

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The Buildings list screen displays a map pinpointing the location for each building added to the Building
Manager Online 3.0 and contains a table listing all buildings added to the Building Manager Online 3.0.

Executive Reporting: Building Setup > Add New Building

1. Click the Add New Building button.

The Building Setup screen is displayed.

2. Enter building attributes.
a. Name of the Building

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b. Address Line 1
c. Address Line 2 (optional)
d. City
e. State
f. Zip Code
g. Country
h. Square Footage

3. Enter each utility cost.
a. Electric

i. Kwh

ii. kW – Average

iii. kW – Peak
b. Gas Cost
c. Steam Cost
d. BTU Cost

4. Click the Cancel button to discard changes OR

5. Click the Save button to add the building to the buildings list screen.

Executive Reporting: Building Setup > Edit Building

1. Click the Edit link in the row of the building located in the Actions column on the Buildings list

screen or simply click the name of the building.

The Edit building screen is displayed.

2. Click the field to be modified.

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3. Enter changes.

4. Click the cancel button or simply navigate out of the screen without clicking the Save button to

discard changes OR

5. Click the Save button to save changes.

Executive Reporting: Building Setup > Dashboard

1. Click the Dashboard link in the row of the building located in the Actions column on the

Buildings list screen.

The Building Dashboard screen displays the building name, the current weather condition for the
location of the building, a map displaying the location of the building, and a list of reports.

The Building Dashboard will display goal gauges when building goals are added.

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The building dashboard screen contains three menu options:

 Edit Building. This is a shortcut to the Executive Reporting > Building Setup > Edit screen.
 Base Case. This is a shortcut to the Executive Reporting > Base Cases screen.
 Building Goals. This is a shortcut to the Executive Reporting > Building Goals List screen.

The list contains custom and standard reports.

Executive Reporting: Building Setup > Dashboard > Reports > Add Report

1. Click the Add Report button.

The Add Portfolio Report screen is displayed.

2. Enter the Report Name.

3. Click to the Portfolio checkbox to display the report under Building Portfolio Setup.

4. Select the category.

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5. Click the Setup checkbox to display the Configuration link in the Actions column.

6. Click the Export checkbox to display the Export link in the Actions column.

7. Click the Chart checkbox to display the Graph link in the Actions column.

8. Click the Back to Dashboard button without clicking the Save button to discard changes OR

9. Click the Save button.

10. The Building Dashboard is displayed.

11. The saved report is displayed in the list of reports.

Executive Reporting: Building Setup > Dashboard > View Data

1. Click the View Data link in the row of the building located in the Actions column on the Building

Dashboard screen.

The view data screen is the default screen when a configured report is clicked.

Note: If the report has not been configured, clicking/pressing the view data link will return the report
configuration screen.

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The view data screen displays the name of the report and the date/time range of the available report
data.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Click the Update Report button.

The table will display address of the building, the value and the cost of consumption for the selected
date range.

Executive Reporting: Building Setup > Dashboard > Graph

1. Located in the row of the report name, click the Graph link in the Actions column.

a. If the report has not been configured, clicking the Graph link will return the report

configuration screen.

The graph screen is displayed. The graph screen displays the name of the report and the date/time
range of the available report data.

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 A default date range is selected and a default graph is rendered.
 The graph screen allows you to set a date range, select a time zone, select data rollup, and

select a graph type.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

6. Select the time zone by clicking the time zone dropdown.

7. Click the time zone.

8. Select a data rollup period by clicking the data rollup dropdown.

9. Click the period.

10. Select a graph type by clicking/pressing the graph type dropdown.

11. Click the graph type.

12. Click the Update Graph button.

The graph is rendered. Note: Graph types such as a line graph will allow you to zoom. Some of the graph
types will not allow you to zoom.

13. Hover over the data points to view detailed information for each input.

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14. Hover over the graph and click and then drag and release to zoom in.

15. Press the Reset zoom button to reset the zoom on the graph.

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16. Click the Update Graph button to render the graph whenever the date range or time zones are

changed.

Executive Reporting: Building Setup > Dashboard > Export

1. Located in the row of the report name, click the Export link in the Actions column.

a. If the report has not been configured, clicking the Export link will return the report

configuration screen.

The export data screen is displayed.

 The export data screen displays the name of the report and the date/time range of the available

report data.

 The export data screen allows you to select a date range and time zone and then export the

data to a text file.

2. Select a range of data by clicking the date range picker.

3. Select a start date.

4. Select an end date.

5. Click the Apply button.

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6. Select the time zone by clicking/pressing the time zone dropdown.

7. Click the time zone.

8. Click the Update Report button.

9. The data table is refreshed and displays the building name, building location, and the value and

cost of the consumption data.

10. Click the Excel (xls) button to export the data in an xls file format.

11. Click the Excel (xlsx) button to export the data in an xlsx file format OR

12. Click the CSV button to export the data in a comma separated values file format OR

13. Click the PDF button to export the data in a PDF file format.

The file will download. Note: If the file does not appear to download, make sure the popup blocker in
your web browser is not blocking the file.

Executive Reporting: Building Setup > Dashboard > Configuration

1. Located in the row of the report name, click the Configuration link in the Actions column. For

reports without a Configuration link, click the name of the report (ADHOC/Comparison Report,
Base Case Comparison Report. Etc.) to configure the report.

2. The report configuration screen is displayed.

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Configuration requirements will differ by report:

a. Custom (Add Report)

i. Select Utility.

ii. Select Group.
iii. Select Hub.
iv. Select Device.

v. Select Data Point.
vi. Click Go Back to Building without clicking the Save button to discard changes OR

vii. Click the Save button to save changes.

b. ADHOC/Comparison Report *Report does not save. Must be configured when used.

i. Select Group 1.

ii. Select Hub 1.
iii. Select Device 1.
iv. Select Data Point 1.

v. Select Group 2.
vi. Select Hub 2.

vii. Select Device 2.

viii. Select Data Point 2.

ix. Select Date Range.

x. Select Time Zone.
xi. Click Update Report. The report table displays the time and values for each data

point.

c. Base Case Comparison Report *Report does not save. Must be configured when used.

i. Select a Base Case.

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ii. Select a Group.
iii. Select a Start Date.
iv. Select a Time Zone.

v. Click the Update Data button. The report table displays the name of the base

case, the value of the base case, the start and end date of the report, and the
number of days used in the base case for the report.

d. Carbon Footprint Report

i. Select the Fuel Type.

ii. Select Group.
iii. Select Hub.
iv. Select Device.

v. Select Data Point.
vi. Click Go Back to Building without clicking the save button to discard changes OR

vii. Click the Save button to save changes.

Executive Reporting Module: Building Portfolio Setup

1. Click the Building Portfolio Setup.

The Building Portfolios list screen is displayed. The Building Portfolios list screen displays a table
containing a list of all saved building portfolios.

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Executive Reporting: Building Portfolio Setup > Add Building Portfolio

1. Click the Add Building Portfolio button.

The Building Portfolio setup screen is displayed.

2. Enter a name for the portfolio.

3. Enter a description for the portfolio.

4. Click the Cancel button or simply navigate out of the screen without clicking/pressing the Save

button to discard changes OR

5. Click the Save button to save the portfolio. The building portfolio name is displayed in the

Building Portfolios list.

Executive Reporting: Building Portfolio Setup > Edit Building Portfolio

1. Click the Edit link in the Actions column, which is located in the row of the report name.

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The Building Portfolio screen is displayed.

2. Click the field to be modified.

3. Enter changes.

4. Located in the row of the building name, click the add checkbox in the Add column to add

buildings to the building portfolio.

5. Click the Add checkbox to add and remove buildings from the building portfolio.

6. Click the cancel button or simply navigate out of the screen without clicking/pressing the Save

button to discard changes OR

7. Click the Save button to save changes.

Executive Reporting: Building Portfolio Setup > Remove Building Portfolio

1. Located in the row of the building portfolio name, click the Edit link in the Actions column.

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The Building Portfolio screen is displayed.

2. Click the Active checkbox to remove the building portfolio from the Building Portfolios list

screen.

Note: When the checkbox is empty (doesn’t contain a check) and the edits have been saved, the
portfolio will no longer appear in the Building Portfolios list screen and you will not be able to access the
building portfolio from other areas of the Building Manager Online 3.0.

3. Click the cancel button or simply navigate out of the screen without clicking the Save button to

discard changes OR

4. Click the Save button to save changes.

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