To use historical reference data for the budget calculation, carry out the following instructions:

  • The reference year contains data.
  1. Go to Configuration in the vertical navigation pane.
  1. Select the site you want to edit in the dropdown list.
  1. Scroll down to the Budgets pane.
  1. On the right side of your recorded budget in the Budgets pane, select More > Edit.
  • The Edit budget wizard opens.
  1. Select Next.
  • The Specify pane displays.
  1. In the Calculate section, select the Reference year. The actual data of the selected reference year will be used to define each month's new budget.
  1. Enter the Annual savings percentage or use the arrows to adjust the value.
    Example: The annual budget is set to 100 kWh. The Annual savings is set to 2%. The annual budget will be adapted to 98 (98% of 100).
    Enter 0 if you want to use the actual data of the reference year as your new budget without any adjustments.
  1. Select Apply.
  • The calculated annual budget values are entered in the Annual budget field.

If the reference year does not contain data, an error message is displayed and the values will not be adjusted.

  1. Select Save.