> ## 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. # Budget planning > Create and manage building energy budgets with the six-step Budget Planning wizard in EnerG **Budget Planning** lets you create, edit, and activate annual energy budgets for one building in the [building view](/products/energ/get-started/navigation#budget-submenu). Expand **Budget** in the left sidebar and open **Planning**. After you finalize a budget, track performance on [Building budget overview](/products/energ/finance/budget-overview). For portfolio-wide budget tables, use [Portfolio budget and planning](/products/energ/analytics/portfolio-budgets). ## Open Budget Planning From [Portfolio Home](/products/energ/analytics/benchmarking), open a building in the building view. In the left sidebar, expand **Budget**, then click **Planning**. ## Manage budgets The **Budget Planning** list shows every budget you created for the building. Click **+ Create New Budget** to start the six-step wizard. Use **Actions** on a row to edit or delete a budget. Budget Planning page for One Financial Plaza with Search Status and Year filters and table showing budget names Delete 2026 Budget 2024 Budget 2025 Budget with Draft Active and Completed status badges periods and Total Cost up to 1235273 dollars with edit and delete actions

Budget Planning page for One Financial Plaza with Search Status and Year filters and table showing budget names Delete 2026 Budget 2024 Budget 2025 Budget with Draft Active and Completed status badges periods and Total Cost up to 1235273 dollars with edit and delete actions

| Column | What it shows | | --------------- | ----------------------------------------------------- | | **Budget Name** | Label for the plan. Click the name to open the wizard | | **Status** | **Draft**, **Active**, or **Completed** | | **Period** | Start and end dates for the budget year | | **Total Cost** | Sum of planned cost across included service types | | **Actions** | Edit or delete the budget | | Control | Purpose | | ---------- | ------------------------------------------------- | | **Search** | Find a budget by name | | **Status** | Filter by **Draft**, **Active**, or **Completed** | | **Year** | Filter budgets by calendar year | Only one budget should be **Active** for a given period when you use it for variance on [Building budget overview](/products/energ/finance/budget-overview). ## Create a budget Click **+ Create New Budget** to open the wizard. Progress appears in the left sidebar across six steps. ### Step 1: Basic setup Define the budget name, planning method, service types, and period. Budget Planning wizard step 1 of 6 Basic Setup with Budget Name 2026 Budget Smart Generation selected Model dropdown Service Types Electric and District Steam and Budget Start January 2026 End December 2026

Budget Planning wizard step 1 of 6 Basic Setup with Budget Name 2026 Budget Smart Generation selected Model dropdown Service Types Electric and District Steam and Budget Start January 2026 End December 2026

| Field | Purpose | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | **Budget Name** | Display name in lists and reports | | **Description** | Optional notes | | **Planning Method** | **Smart Generation** builds projections from history, **Reference Year** copies a baseline period, or **Manual Entry** for direct monthly input | | **Model** | Trained model from [Model configuration](/products/energ/finance/budgets) when you use Smart Generation or Reference Year | | **Service Types** | Commodities in the plan, such as **Electric** and **District Steam** | | **Budget Start Date** / **Budget End Date** | Planning period, typically a full calendar year | Click **Next** to continue. ### Step 2: Predicted values Review monthly consumption EnerG predicts from your planning method and service types. Budget Planning wizard step 2 Predicted Values table with Month Electric and District Steam columns showing kWh values for each month of 2026

Budget Planning wizard step 2 Predicted Values table with Month Electric and District Steam columns showing kWh values for each month of 2026

Confirm seasonal patterns look reasonable before you apply rates. Override values later in **Adjustments** if you expect anomalies. ### Step 3: Rate analysis Configure rate and escalation settings per service type, then review monthly consumption and cost. Budget Planning wizard step 3 Rate Analysis with District Steam and Electric configuration sections and Electric tab table showing Month Consumption kWh and Cost dollars for 2026 months

Budget Planning wizard step 3 Rate Analysis with District Steam and Electric configuration sections and Electric tab table showing Month Consumption kWh and Cost dollars for 2026 months

| Section | Purpose | | -------------------------------------- | ---------------------------------------------------------------- | | **District Steam** / **Electric** | Expand each section to set operational parameters and escalation | | **Electric** / **District Steam** tabs | Switch the monthly table between commodities | | **Consumption** / **Cost** | Predicted usage and spend for each month | ### Step 4: Capital planning Add capital projects so the budget reflects expected savings from conservation measures. For the underlying concepts, see [Measures, curves, and scenarios](/products/energ/concepts/budgets-and-capital-planning#measures-curves-and-scenarios). Budget Planning wizard step 4 Capital Planning with empty Capital Plans section Add Project link and Electric tab table showing Consumption, Consumption Savings, Consumption After, Cost, Cost Savings, and Cost After columns for 2026

Budget Planning wizard step 4 Capital Planning with empty Capital Plans section Add Project link and Electric tab table showing Consumption, Consumption Savings, Consumption After, Cost, Cost Savings, and Cost After columns for 2026

Define measures on **Measure Creation** and bundle them into a scenario in **Scenario Planner** under [Capital planning](/products/energ/sustainability/capital-planning#measure-creation) before you add projects here. Review payback and savings on [Scenario Analysis](/products/energ/sustainability/capital-planning#scenario-analysis) or compare bundles on [Scenario Comparison](/products/energ/sustainability/capital-planning#scenario-comparison). Click **+ Add Project** to pull measures from capital planning into this budget. Until you add projects, **Consumption Savings** and **Cost Savings** remain zero and **After** columns match baseline predictions. Treat **Payback (Years)** on measures as a planning signal. Confirm capital cost, incentives, and savings against your funding rules before you activate the budget. When a measure reaches **Operations**, align it with [M\&V models](/products/energ/energy-modeling/mv-models) so verified savings match the reductions you planned in the budget. ### Step 5: Adjustments Add manual budget adjustments and occupant cost recovery settings. Budget Planning wizard step 5 Adjustments and Recapture with Manual Budget Adjustments empty state Add Adjustment button and Electric tab table with Consumption Adjustments and Cost Adjustments columns

Budget Planning wizard step 5 Adjustments and Recapture with Manual Budget Adjustments empty state Add Adjustment button and Electric tab table with Consumption Adjustments and Cost Adjustments columns

Click **+ Add Adjustment** for one-time changes that Smart Generation does not capture. The monthly table shows **Consumption Adjustments**, **Cost Adjustments**, and **After** totals per month. ### Step 6: Review and finalize Review annual totals, emissions, meters, and a historical comparison chart before you save. Budget Planning wizard step 6 Review and Finalize showing Total Annual Cost 1235273 Total Carbon Emissions 718516 kgCO2e Total Energy Consumption 7402867 kWh meters MTR-100214-E01 and MTR-100214-S01 and Budget vs Actual Over the Years bar chart

Budget Planning wizard step 6 Review and Finalize showing Total Annual Cost 1235273 Total Carbon Emissions 718516 kgCO2e Total Energy Consumption 7402867 kWh meters MTR-100214-E01 and MTR-100214-S01 and Budget vs Actual Over the Years bar chart

| Metric | What it shows | | ----------------------------------- | ----------------------------------------------- | | **Total Annual Cost** | Sum of planned spend for the period | | **Total Carbon Emissions** | Planned emissions in kgCO₂e | | **Total Energy Consumption** | Planned usage across service types | | **Meters Used** | Meters that feed the budget model | | **Budget vs Actual Over the Years** | Compares the new plan to historical actual cost | Click **Finish** to save the budget. Set status to **Active** when the plan is ready for variance tracking. ## Budget statuses | Status | When to use it | | ------------- | ------------------------------------------------------------------------------------------------------------------------------ | | **Draft** | Work in progress. Not used in overview variance until activated | | **Active** | Official plan for the period. Drives **Budget** columns on [Building budget overview](/products/energ/finance/budget-overview) | | **Completed** | Closed plan for a prior year. Keep for audit and year-over-year comparison | ## Next steps Compare actual spend to your active budget with charts and tables. Configure simpler manual or Smart Generation models outside the full wizard. Define measures and projects to include in step 4 of the wizard. Download utility statements and review cost dashboards.