catalyst 2016: new budget worksheet tool

Steve Heinz, PE, CEMFounder & CEOEnergyCAP, Inc.

New EnergyCAP Budget Worksheet Tool

©2016 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

“How do you create your annual utilities budget?”

How do you create your annual utilities budget?Many organizations simply use last year’s totalpurchased utilities expenditure and increase by x.x%.



Is your method working for you?

EnergyCAP Budget Worksheet


Enter the last month for which data is complete


EnergyCAP produces an Excel spreadsheet


Data comes from the calendarized charts


New EnergyCAP Budget Worksheet


Unprotect the worksheet in Excel


New EnergyCAP Budget Worksheet


WeatherDataDepot.com checks weather assumptions


Important note:The Budget Worksheet is not saved within EnergyCAP.

EnergyCAP Budget reports (BT01-BT08) cannot be used.

Budget reports only work in conjunction with EnergyCAP Enterprise Budget Module, which is not yet implemented in EnergyCAP Online.


Quick Poll:Which Budget Method are you most likely to use in the future:

A. This quick and simple Budget Worksheet. I like the flexibility of Excel and we don’t need monthly tracking of actual expenditures vs. budget in EnergyCAP.

B. The more detailed and sophisticated EnergyCAP Enterprise Budget Module. I need to create a fixed fiscal year budget and, once it is approved, track monthly building-by-building actual vs. budget via EnergyCAP reports.



Live Demo

QuestionsVisit the Ace Place to learn more!


catalyst 2016: new budget worksheet tool

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