> ## Documentation Index > Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt > Use this file to discover all available pages before exploring further. # Baseline analysis configurations > Create and manage portfolio baseline configurations with weather normalization for energy, water, and waste Create and manage baseline configurations that you apply on [Baseline analysis overview](/products/energ/analytics/baseline-portfolio-overview). Each configuration selects buildings, service types, baseline periods, and optional weather normalization. To learn how baselines and weather normalization work, see [Baselines and weather normalization](/products/energ/concepts/baselines-and-weather-normalization). ## Navigate to Configurations In the [portfolio view](/products/energ/get-started/navigation#portfolio-view), expand `Baseline analysis` in the left sidebar and select `Configurations`. Configurations page showing breadcrumb Baseline Configuration greater than Configurations, status banner with collected and not collected building counts, Collect Historical Data button, and table with Name, Buildings Included, Buildings Succeeded, Weather Normalization, and Actions columns ## Review existing configurations The table lists every saved configuration. | Column | Description | | ------------------------- | ----------------------------------------------------------------- | | **Name** | Configuration label. A `default` tag marks the portfolio default. | | **Buildings Included** | Buildings selected in the configuration | | **Buildings Succeeded** | Buildings with successfully trained models | | **Weather Normalization** | Whether weather normalization is enabled (`Yes` or `No`) | | **Actions** | Menu to edit, collect data, or delete | The status banner summarizes collection progress across the portfolio. Click **Collect Historical Data** when you need EnerG to refresh billing and interval history for buildings in the configuration. ## Create a configuration Click `+ Create Configuration` to open the three-step wizard. ### Step 1: Basic setup Enter a name and optional description. Mark **Default** when this configuration should load first on the Overview page. Select at least one service type in **Energy**, **Waste**, or **Water**. Expand each category to choose service types and set the **Baseline period** start and end months. Create configuration wizard step 1 Basic Setup with Name and Description fields, Default checkbox, Energy Waste and Water category dropdowns showing no selections, and Weather Normalization Enable toggle Basic Setup showing Energy with Electric tag, Waste with Composted Cardboard and Disposed Plastics tags, Water with Water tag, and January 2025 to April 2026 baseline period fields for each category #### Weather normalization Enable **Weather Normalization** to train regression models that adjust usage for heating and cooling conditions. Weather Normalization section with Enable toggle, Building Base Temperature options for Get from Building Information or Choose Base Temperature, Celsius and Fahrenheit unit radios, Cooling and Heating base temperature fields, Weather averages dropdown set to 10 years, and R-Squared Tolerance slider at 0.7 Set the base temperature source, temperature unit, cooling and heating base temperatures, weather averages lookback, and R-squared tolerance. For each setting, see [weather normalization settings](/products/energ/reference/calculations-and-parameters#weather-normalization). Click `Next` when every required category has at least one service type selected. ### Step 2: Building assessment Select buildings to include. The table shows eligibility, weather period, and base temperatures. Expand a building to review service-level completeness, baseline dates, consumption, and cost. Create configuration step 2 Building Assessment with search and filter bar, building table showing Beacon Hill Complex expanded with service rows for waste energy and water including completeness percentages, and eligible buildings such as Capitol View Tower checked while Cochrane Supply is disqualified Buildings marked **disqualified** lack the data required for the selected service types. Repair meter gaps or widen the baseline period before you include them. Click `Next` to review the summary. ### Step 3: Summary and model training EnerG saves the configuration and trains weather normalization models for each building and service type. Training can take several minutes. The screen updates automatically when models finish. Create configuration step 3 Summary showing Saving configuration message, info banner that training can take a few minutes, and a loading spinner with Model training in progress text After training completes, open [Baseline analysis overview](/products/energ/analytics/baseline-portfolio-overview) and confirm buildings appear under **Configuration Results** with `Successful` status.

Configure building baseline windows

Portfolio configurations train weather-normalized models across many buildings. At each site, you also set **energy**, **water**, and **waste** baseline windows that drive targets, M\&V, and dashboard comparisons. Open the building view from [Portfolio Home](/products/energ/analytics/benchmarking), then use **Dashboards** > **Energy** > **Baseline Analysis** on the [Building Energy dashboard](/products/energ/analytics/building-dashboards-energy#baseline-analysis). Click **Edit Configuration** in the top-right corner of the baseline page to configure categories. ### Read baseline status The overview lists three service categories. | Category | What the overview shows | | ---------- | -------------------------------------------------------------------------------------- | | **Energy** | Whether a baseline is configured and which period applies to electric and fuel streams | | **Water** | Baseline status for water meters and billed usage | | **Waste** | Baseline status for waste reporting categories | Confirm each category is ready before you run targets, M\&V, or savings reports. ### Baseline length and purpose Pick a one-year or two-year baseline depending on data stability and reporting policy. For guidance on choosing a length, see [baseline length](/products/energ/concepts/baselines-and-weather-normalization#baseline-length). Close gaps in bills or interval feeds on [Building meters](/products/energ/buildings/meters) or through [Data completeness](/products/energ/data-quality/data-completeness) before you finalize a window. For qualification rules, see [baseline qualification](/products/energ/reference/calculations-and-parameters#baseline-qualification). Partial months or missing commodities inside the span disqualify that period until you repair the data. Baselines page with Energy, Water, and Waste sections each showing the auto-configure option selected, and an Edit Configuration button in the top-right corner ### Auto-configured baselines EnerG can pick the earliest 12-month span where every required service type has complete data. Use automatic configuration when utility coverage is complete and you need the earliest valid year. On the building baseline page, click **Edit Configuration**. Select the auto-configure option that picks the earliest qualifying 12-month period. Baselines page in edit mode showing info banner about 12 or 24 month data requirements, with Enable EnerG to automatically configure your baseline selected for Energy, and Save Changes button Confirm start and end months cover all energy, water, and waste feeds you expect. Click **Save Changes**, then confirm. Baselines feed metrics across EnerG, including the [Building Energy Baseline Analysis](/products/energ/analytics/building-dashboards-energy#baseline-analysis) report. ### Manual baseline selection Define the window when policy requires a specific end month or a two-year average. EnerG calculates the start month from your duration and ending month. Month that closes the baseline window when you configure a manual baseline. Choose a one-year or two-year baseline length. Select the month that closes the baseline window. Review the auto-calculated start month for the chosen duration. Click **Save Changes** to store the manual baseline. A 24-month baseline averages duplicate calendar months. Two January rows become one January value before comparisons run. ### Configure by service category Energy, water, and waste can each use a different baseline period. Electric and fuel streams roll into **Energy**. Water and waste stay separate. Baselines page in edit mode with Select a baseline chosen for Energy and Water showing Period One Year and dates January 2022 to December 2022 while Waste uses auto-configure Align baseline windows with the meters that existed for each category during the same months. ## Next steps Compare portfolio usage on the Analysis and Configuration Results tabs. Review base temperatures and area data that feed weather normalization. Improve completeness before you rerun Collect Historical Data. Review baseline charts after you save building windows. Use trained baselines in M\&V and forecasting workflows at the building level.