Use the following workflow checklist to transfer an existing Navigator customer to Building X Energy Manager.

It is possible to reuse the already installed connectivity means. When signing up and activating a license in the Accounts application, it is important to link the newly created customers in Building X to an existing customer in Navigator. By doing this, you ensure that data can be exchanged and managed centrally.

Following the customer creation and linkage, it is required to create sites using the Data Setup application. Furthermore, data points must be added, the respective location and meter structure created, and meter properties defined. Finally, it is required to apply the correct settings for Energy Manager to show data.

Recommended browsers to use for the engineering activities are:

  • Google Chrome and other chromium-based browsers
  • Mozilla Firefox





Signing up

If you have already created an account and customer, this is not required. Before using Energy Manager, you need to create a Siemens ID account and accept your company invitation using the Accounts application.

Activating the subscription license

Creating a customer


Linking the customer accounts

By manually linking the accounts you ensure the right customers are merged and data is managed centrally.

Data Setup

Setting up the location structure

Add a campus or building to enable monitoring in Energy Manager. When adding a new building ensure its area (sqm) is entered to display data.

Creating meters as equipment and configuring properties

Add meters and specify their hardware details (optional) as well as functional details. By creating meter items, it is ensured that the measured data points are configured correctly.

Assigning and activating data point/s to a meter item

Energy Manager / Navigator

Setting budgets

Until the full availability of the configurations section in Energy Manager selected settings are to be defined via the Navigator UI.


Ensure budgets are defined to display data in Energy Manager.

Setting tariffs

Setting emission factors