Customizable fields

Edit online

Several action fields are customizable. You can change the field name, you can customize the list options, and you can add your own custom fields.

Note: You must be a system administrator to edit custom fields and configure list values.

Programs

Table 1 lists the fields that you can customize for programs.
Table 1. Program fields
Field name Data type Customize name? Pick list enabled? Allow editing in bulk? Notes
Program Name Text No No No Not applicable.
Program Description Text Yes Yes No Not applicable.
Managed By Text No No No Restricted to the list configured on the platform.
Program Status Text Yes Yes No Not applicable.
Program Comments Text Yes Yes No Not applicable.
Program Type Predefined list No No No

Default values or simple or complex.

If simple is chosen, then action plans are not required.

Action plans

Table 2 lists the fields that you can customize for action plans.
Table 2. Action plan fields
Field name Data type Customize name? Pick list enabled? Allow editing in bulk?
Action Plan Name Text No No No
Action Plan Class Text Yes Yes No
Action Plan Source Text Yes Yes No
Action Plan Status Text Yes Yes No
Action Plan Description Text Yes Yes No
Action Plan Comments Text Yes Yes No

Actions

Table 3 lists the fields that you can customize for actions.
Table 3. Action fields
Field name Data type Customize name? Pick list enabled? Allow editing in bulk? Notes Default display order on UI forms
Program Name Text No No Yes Field is editable when you update actions in bulk. 1
Action Plan Name Text No No Yes Applies only to complex programs.

This field is available to edit only when you update actions in bulk.

 2
Action Text No No No This field cannot be changed as it is used in standard reports. 3
Description Text Yes Yes No 4
Status Text No Yes Yes This field cannot be changed as it is used in standard reports. 5
Location Text No No Yes Restricted to the available locations in the organization. 6
Data Type Text No No Yes Restricted to the available data types in the organization 7
Linked Account or Meter Text No No No Values are restricted to accounts or meters in the organization. 8
Account or Serial Number Text No No No Values are restricted to accounts or meters in the organization. 9
Implementation Cost Decimal No No Yes This field cannot be changed as it is used in standard reports. 10
Estimated Annual Cost Savings Decimal No No Yes This field cannot be changed as it is used in standard reports. 11
Estimated Annual Unit Savings Decimal No No Yes This field cannot be changed as it is used in standard reports. 12
Estimated Annual CO2e Savings (kg CO2e) Decimal No No No This field cannot be changed as it is used in standard reports.

Use the flag at the organization level to specify whether this field is automatically calculated by the system or whether it is manually entered.

 13
Planned Start Date Date No No Yes Date field. The field is used in calculations. 14
Planned Finish Date Date No No Yes Date field. The field is used in calculations. 15
Savings Effective To Date No No Yes This field is used in calculations for emissions, energy and cost savings and cannot be modified. 16
Class Date No Yes Yes The name of the field cannot be changed. The field is used in standard reports. 17
Type Text No Yes Yes The name of the field cannot be changed. The field is used in standard reports. 18
Priority Integer No Yes Yes

The name of the field cannot be changed. The field is used in standard reports.

 19
Assigned To First and last name No No Yes Restricted to the list of users that are setup in the Organization.

The name of the field cannot be changed. The field is used in standard reports.

 20
Funding Source Text Yes Yes Yes Restricted to 20 characters when configured as free text. 21
Years to Depreciate Decimal Yes Yes Yes Not applicable. 22
Estimated Other Cost Savings Decimal Yes Yes Yes Not applicable. 23
IRR Decimal Yes Yes Yes Not applicable. 24
Rebates Decimal Yes Yes Yes Not applicable. 25
Other Costs Decimal Yes Yes Yes Not applicable. 26
Actual Costs Decimal Yes Yes Yes Not applicable. 27
Estimated Accuracy ( Confidence) Decimal Yes Yes Yes Not applicable. 28
Estimated Unit Savings Percent Decimal Yes Yes Yes Not applicable. 29
Percent Complete Integer Yes Yes Yes Not applicable. 30
Actual Start Date Date Yes No Yes Date field. 31
Actual Finish Date Date Yes No Yes Date field. 32
Baseline Start Date Date Yes No Yes Date field. 33
Baseline End Date Date Yes No Yes Date field. 34
Raised On Date No No No This field is automatically populated with the date the action was created. You can overwrite the value. 35
Comments Text Yes Yes No Not applicable. 36
Program Custom Field 1 Text Yes Yes Yes Not applicable. 37
Program Custom Field 2 Text Yes Yes Yes Not applicable. 38
Program Custom Field 3 Text Yes Yes Yes Not applicable. 39
Program Custom Field 4 Text Yes Yes Yes Not applicable. 40
Program Custom Field 5 Text Yes Yes Yes Not applicable. 41
Created On Date No No No This field is automatically populated with the date the action was created and cannot be modified. Not applicable.
Simple Payback (yrs) Decimal No No No The field is automatically calculated based on Estimated Annual Cost Savings / Implementation Cost Not applicable.
Updated On Date No No No This field is populated with the date the action was last updated cannot be modified. Not applicable.
Updated By First and last name No No Yes This field is populated with the user name who last updated the action. Not applicable.