Action fields
Several fields are available to configure when you create or edit an action.
The parameters in Table 1 are associated with
actions. For more information about which of the fields are customizable, see Customizable fields.
| Field | Length | Required | Description |
|---|---|---|---|
| Program | Yes | Name of the parent program. | |
| Action Plan | Yes | Required if the action is associated with an action plan in a 3-level hierarchy. | |
| Action | 75 | Yes | The name of the action. |
| Description | 2000 | No | A description of the action |
| Status | No | A customizable list. | |
| Location | No | The location that the action relates to. | |
| Data Type | No | All actions are associated with a single data type. For example, replace LED lights relates to an electricity kWh data type. | |
| Linked Account or Meter | No | You can associate the action with a meter or an account. | |
| Account or Serial Number | Yes | The field is required when you link the action to a meter or an account. Refers to the account or meter that is associated with the action. The field must be set to an account or meter in the location you specified. | |
| Implementation Cost | Yes | Total cost of the action. | |
| Estimated Annual Cost Savings | Yes | Estimated saving from the action. The currency defaults to the value of the global currency setting for the organization. | |
| Estimated Annual Unit Savings | Yes | Estimated saving per unit. The unit corresponds to the unit that is associated with the data type, for example, KWh for electricity. | |
| Estimated Annual CO2e Savings (kg CO2e) | No | No | If the Program Policy Auto calculate estimate Co2e savings (kg) field is set to Yes, then this field is calculated and is not editable. If it is set to No, the field is editable. The field is visible when you edit an existing action, regardless of the global setting. For more information about how the value is automatically calculated by the system, see the Calculating CO2e savings topic. |
| Estimated Annual Energy Savings (GJ) | No | The field is not visible when you are creating an action or editing an action. It is only visible from the Actions grid or from the Program extract report. For more information about how the field is calculated, see Calculating CO2e savings. | |
| Planned Start Date | No | The date that the action is planned to start. | |
| Planned Finish Date | No | The date that the action is planned to finish. | |
| Savings Effective To | No | The date from which savings calculations should stop. If this date is not defined, the system calculates savings in perpetuity after the actual finish Date has passed. | |
| Class | 50 | No | A custom field that is used as a category. |
| Type | 50 | No | A custom field that is used as a category. |
| Priority | No | A custom field that is used to assign a priority. | |
| Assigned To | No | An individual who is assigned as the owner of the action. The field is restricted to individuals with login access to the platform. | |
| Estimated Accuracy | No | A number between 0 and 100 that represents confidence in the data. | |
| Estimated Unit Savings Percent | No | A number between 0 and 100 that represents the percent of savings that the action will achieve. | |
| Percent Complete | No | A number between 0 and 100 that represents the percent complete of the action. If the actual finish date is set, then the value is 100%. | |
| Actual Start Date | The actual start date of the action. | ||
| Actual Finish Date | No | The actual completion date of the action. Savings from the action stat accruing from the date after this date. |
Advanced action fields
You can make additional fields available for actions. These fields are primarily for producing finance-related metrics. Your system administrator can enable these fields from the Program Settings, see Configuring program settings for more information.
All of the advanced fields are optional.
| Field | Length | Description |
|---|---|---|
| Baseline Start Date | The start date of the baseline period that the estimated savings are based on. | |
| Baseline End Date | The end date of the baseline period that the estimated savings are based on. It must be later than the start date. | |
| Funding Source | 100 | Customizable field that defines the funding source of the action. The field is restricted to 20 characters when it is designated as free text. |
| Years to Depreciate | Customizable field that represents the number of years to depreciate the capital investment that related to the action. | |
| Estimated Other Cost Savings | Other financial costs that are not directly attributable to the action. | |
| Rebates | Rebates obtained that can reduce the implementation cost. | |
| IRR | An internal rate of return. | |
| Other Costs | Other costs that are associated with implementing the action. | |
| Actual Costs | The actual cost of the implementation |