Site Editor Functionality
The Site Editor screen is designed to help you quickly and effectively add the data variables to your that are required for the successful application of analytics and computations
Adding a Building Asset
You should already be in the Site Editor screen for these instructions. If not already selected, click the "Site Editor" icon at the left of the screen.
1. Click the customer name above the search bar to ensure the Building List is visible.
2. Click "Add Assets" on the top right corner of the screen. The Add Asset dialog box will appear to add one or more additional buildings.
3. Click the "add" icon near the Add Building text and type the desired building name.
4. Click [Add Assets] and the new building(s) will be added to the building list.
Adding and Edited Building Location Information
1. Click the "Street Address" text box and type the building's street address. The [Update Info] button becomes active.
2. Click the "City" text box and type the city name.
3. Click the "State" dropdown, and in the list, select the state the city resides in.
4. The zip code will automatically populate to match your selection after submitting the location information.
5. Click the "Timezone" dropdown, and in the list, choose the corresponding timezone.
6. The Weather Station will automatically be selected by building location. To change, click the dropdown under "Weather Station" and choose a different station.
7. Click the [Update Info] button. The building's location is now configured in the software.
Adding Assets Within a Building
1. In the Site Editor home screen, select the building you would like to add to the Asset(s).
2. Click "Add Assets" on the top right corner of the screen. The Add Assets dialog box will appear to add the additional Asset(s).
3. Click the "add" icon near the type of Asset you would like to add and type the desired name.
4. Click [Add Assets] and the new Asset(s) will be added to the list.
Adding a Building Record
1. Click the "Add New Record" text in the building asset panel. The "Add New Record" dialog box appears.
2. Click the "Effective Date", in the list, and click the month and year to mark the building's baseline start date.
3. Click the "SQFT" text box and type the building's square footage.
4. Click the [Create] button. The record is now appended to the building.
Note: Follow the directions below to add Electric, Gas, and Water Utility Baselines.
Configuring Electric Utility Baselines
Note: Synergy allows you to configure utility baselines using the New Record dialog box or by editing the Utility dialog boxes on an existing record. The following instructions refer to configuring Utility Baselines while creating a new record.
1. Click the "Electric Baseline" dropdown in the Add a New Record dialog box. The Electric Baseline dialog box appears.
2. Click the "Computation Interval" dropdown and click a desired baseline interval period.
3. In the "Formula" text box, type the appropriate baseline formula associated with the selected computational interval.
Note: Refer to the Interval Computation and Formula Descriptions at the end of this document for additional information.
4. Click the "Baseline Description" text box and type a description (optional) of the baseline formula to provide context and understanding.
5. Click the "Utility Rate" text box and type the electric utility billing rate. The [Create] button becomes active.
Note: You may need to know the billing specifics, including the unit of measurement, used in the billing rate.
6. Click the "Notes" text box and type additional information (optional) related to the baseline that should be noted.
7. Click the [Create] button. Electric utility baseline data is appended to the building's record.
Configuring Gas Utility Baselines
1. Click the "Gas Baseline" dropdown in the Add a New Record dialog box. The Gas Baseline dialog box appears.
2. Click the "Computation Interval" dropdown and click a desired baseline interval period.
3. In the "Formula" text box, type the appropriate baseline formula associated with the selected computational interval.
Note: Refer to the Interval Computation and Formula Descriptions at the end of this document for additional information.
4. Click the "Baseline Description" text box and type a description (optional) of the baseline formula to provide context and understanding.
5. Click the "Utility Rate" text box and type the gas utility billing rate. the [Create] button becomes active.
Note: You may need to know the billing specifics, including the unit of measurement, used in the billing
6. Click the "Notes" text box and type additional information (optional) related to the baseline that should be noted.
7. Click the [Create] button. Gas utility baseline data is appended to the building's record.
Configuring Water Utility Baselines
1. Click the "Water Baseline" dropdown in the Add a New Record dialog box. The Water Baseline dialog box appears.
2. Click the "Computational Interval" dropdown and click a desired baseline interval period.
3. In the "Formula" text box, type the appropriate baseline formula associated with the selected computational interval.
4. Click the "Baseline Description" text box and type a description (optional) of the baseline formula to provide context and understanding.
5. Click the "Utility Rate" text box and type the water utility billing rate. The [Create] button becomes active.
Note: You may need to know the billing specifics, including the unit of measurement, used in the billing rate.
6. Click the "Notes" text box and type additional information (optional) related to the baseline that should be noted.
7. Click the [Create] button. Water Utility baseline data is appended to the building's record.
Interval Computation and Formula Descriptions
| Computation Interval | Formula Variable | Description |
|---|---|---|
| Daily | AVG_DAILY_TEMP | Variable for the average daily temperature from the collected weather station data |
| WEEK_DAY | Variable to hold the day of the week | |
| Monthly | AVG_MONTHLY_TEMP | Variable for the average monthly temperature from the collected weather station data |
| Monthly (Calculated Daily) | AVG_MONTHLY_TEMP | Variable for the average monthly temperature from the collected weather station data |
| ELAPSED_DAYS | Variable for the number of days elapsed in the month | |
| Historical | SAME_MONTH_LAST_YEAR_TOTAL | Variable for the historical total data from the same month last year |
| SAME_MONTH_YEAR(XXXX) | Variable for the historical data total for the month and year specified (where XXXX corresponds to a four-digit year) |
| Computational Interval | Description |
|---|---|
| Daily | Used for computing baselines daily based on daily aggregated data |
| Monthly | Used for computing baselines monthly based on monthly aggregated data |
| Monthly (Calculated Daily) | Used for computing baselines monthly based on daily aggregated data |
| Historical | Used for computing baselines based on historical data |
Editing a Building Record
1. Click the "Edit" button on the record cell you want to change data for and make the changes as appropriate. The [Update Info] button becomes active.
2. Click the [Update Info] button. The record is now updated.
Configuring Equipment Metadata Tags
Equipment Metadata tags are applied to properly describe equipment, which allows the correct rules to be enabled. Equipment must be tagged before Metadata tags can be applied.
1. Select the Equipment from the Asset list for which you would like to configure Metadata.
2. In the Data section, use the dropdown menus to select the Metadata you would like to apply or configure.
Note: As selections are made more options will become available for configuration. View the Metadata Reference Guide for more information on Metadata tag options for equipment types
3. Once configured, click the [Update Data] button.
Note: After applying all the desired Equipment Metadata tags, navigate to the Rules page to Generate Candidates and Enable Rules.
Undoing Changes
Provided you have not already applied your changes, you can quickly reset changes you made to a building record by clicking the "Cancel Changes" icon located at the bottom of each section.
Deleting a Building Record
If not already selected, click the Asset tab at the top of the screen.
1. Click the "Trash Can" icon associated with the building record you want to delete. A Confirmation dialog box appears.
2. Click the [Ok] button. The building record is deleted.
