Capital planning

Model energy conservation and projected savings for one building with capital planning. In the building view, click Capital Planning in the left sidebar. Start on Basic Information to set project parameters before you create measures or . For the underlying concepts, see Measures, curves, and scenarios. For portfolio-wide scenario comparison, see Portfolio capital planning. After you open Capital Planning, a secondary menu lists the workflow pages.

Page	Purpose
Basic Information	Building context, baseline period, usage charts, and utility rate settings
Measure Creation	Define individual conservation measures
Scenario Planner	Bundle measures into scenarios
Scenario Analysis	Review savings and financial metrics per scenario
Comparison	Compare scenarios side by side

Complete Basic Information before you open Measure Creation, Scenario Planner, Scenario Analysis, or Comparison.

Open Basic Information

Select a building

From Portfolio Home, open a building in the building view.

Open Capital Planning

Click Capital Planning in the left sidebar, then select Basic Information in the Capital Planning menu.

The page subtitle explains the goal: establish the foundation for effective decarbonization by setting up your project parameters.

Building and target settings

The Building & Target Settings card summarizes inputs EnerG pulls from the building record.

Field	What it shows
Building Name	Site label
Primary Heating / Primary Cooling	Dominant HVAC types when configured
Building Area	Gross floor area used in intensity metrics
Service Types	Active commodities, such as Natural Gas, Electric, and Lighting

Click Go to Building Info to update area, systems, or service types on Building information.

Define baseline period

Set the historical window that measures and scenarios use as the reference for savings.

Control	Purpose
Start Date / End Date	Baseline range, such as 05/25/2025 – 05/25/2026
Edit	Change dates after the initial setup
Service Type	Commodity for the summary metrics and chart below
Annual Usage	Total usage for the selected service type in the baseline window
Annual Cost	Total cost for the same period

Pick a period with stable operations and reliable meter coverage. A full calendar year is typical so seasonal patterns appear in charts.

Visualize baseline usage

Scroll below the baseline settings for a multi-series chart and configuration table.

Baseline chart with Show Weather Data toggle on displaying Usage kWh bars Cost orange line and Temperature blue line from May 2025 through March 2026 and Factors and Calculations Configuration table for Natural Gas Electric and Lighting with Utility Rate and Base Temperature 65 degrees F — Baseline usage chart with weather overlay and factors table

Control	Purpose
Show Weather Data	Overlay temperature on the chart to explain seasonal drivers
Usage (green bars)	Monthly consumption for the selected service type
Cost (orange line)	Monthly spend aligned to usage
Temperature (blue line)	Outdoor temperature when weather overlay is on

Use the chart to confirm heating or cooling peaks match expectations before you assign savings curves on Measure Creation.

Factors and calculations configuration

The Factors & Calculations Configuration table sets rates and degree-day base temperatures per utility type. See Weather normalization for degree-day settings.

Column	Purpose
Utility Type	Service category, such as Natural Gas, Electric, or Lighting
Utility Rate	Blended cost per unit for simple cost translation
Base Temperature	Reference temperature for heating and cooling degree-day logic, often 65 °F
Actions	Edit icon to update rate or base temperature

Confirm Utility Rate matches the tariff class or blended average you use in audit narratives and Budget planning rate analysis.

Measure Creation

Select Measure Creation in the Capital Planning menu to add conservation measures and manage distribution curves for the building.

Add a new measure

Click + Add new Measure to open the Add New Measure panel.

Add New Measure side panel with Measure Name Primary Category Curve Status Service Types under Annual Savings Capital Cost Incentive Amount Incentive Source and Close Save buttons — Add New Measure panel with category, curve, and savings fields

Field	Purpose
Measure Name	Project label shown in the measures table
Primary Category	Grouping such as Lighting Systems or HVAC Systems
Curve	Distribution curve from the table below, such as Flat or Heating
Status	Planning, Implementation, or Operations
Service Types	Fuels affected by the measure
Capital Cost ($)	Upfront project cost
Incentive Amount ($)	Rebates or grants applied to payback
Incentive Source	Program or funder name for audit trails

Click Save to add the row. EnerG calculates payback and fuel-specific savings columns after you save. Additional fields may appear when you select multiple service types.

Create a custom curve

Click + Add new Curve to open the Create Custom Curve panel when default cooling, heating, or flat curves do not fit your measure.

Create Custom Curve side panel with banner Monthly values must total 1.000 Curve Name Curve Type twelve monthly fields Total Sum 0.00 Sum less than 1 validation and Close Create Curve buttons — Create Custom Curve panel with monthly factors

Field	Purpose
Curve Name	Label in the Distribution Curves table
Curve Type	Curve family EnerG uses for allocation logic
January – December	Monthly factor for each month

Monthly values must total 1.000 for annual distribution. The footer shows Total Sum and a validation message until the monthly factors sum to one.

Click Create Curve when the sum reaches 1.000. The new curve appears in the Curve dropdown on Add New Measure.

Measures table

The Measures table lists every conservation project for the building. Scroll horizontally to see financial and fuel-specific columns.

Column	What it shows
Building Name	Site the measure applies to
Measure Name	Project label, such as LED Lighting Retrofit with Controls
Measure Type	Specific technology, such as Interior and Exterior Lighting
Status	Lifecycle state, such as Planning, Implementation, or Operations
Primary Category	Grouping, such as Lighting Systems or HVAC Systems
Total Savings	Annual energy reduction, such as 538,200 kWh
Cost Savings	Annual cost impact, such as $75,348
Electric Saving	Electric commodity savings when applicable
Water Saving	Water savings when applicable
District Steam Saving	Steam savings when applicable
Consumption Savings	Combined consumption impact across fuels
Payback (Years)	Simple payback from capital cost, incentives, and savings
Capital Cost	Upfront project cost, such as $285,000
Incentive Amount	Rebates or grants, such as $64,600
Actions	Edit or delete the measure

Set Operations status only when the operation date is in the past and savings have started.

When a measure reaches Operations, EnerG can connect it to M&V models. Keep the measure record aligned with the meters and models that prove savings.

Distribution curves

The Distribution Curves table defines how annual savings spread across months. EnerG provides default cooling, heating, and flat curves derived from degree-day logic on Basic Information.

Column	What it shows
Name	Curve label, such as Cooling (CDD 65°F), Heating (HDD 65°F), or Flat (1/12)
Curves	Curve family: Cooling, Heating, or Flat
Jan – Dec	Monthly factor that sums to the annual savings profile

Assign a curve when you create or edit a measure so EnerG allocates savings without manual spreadsheet work. For when to use each curve type, see Distribution curves.

Scenario Planner

Select Scenario Planner in the Capital Planning menu to bundle measures into funding packages. Each scenario lists included measures with implementation and operation dates.

Click + Add new Scenario to create a bundle. Expand a card to review measures or click Edit Scenario to change dates and membership.

Scenario cards

Each card shows the scenario name, a priority tag, and a table of measures when expanded.

Element	What it shows
Scenario name	Bundle label, such as LED Only or Full retrofit
Priority	High, Medium, or Low planning priority
Measure Name	Measure included in the bundle
Measure Status	Status of each measure, such as Planning
Implementation Date	When work begins
Operation Date	When savings start in reporting
Edit Scenario	Opens the scenario for changes

Implementation date marks construction or install start. Operation date marks when savings first count in forecasts and analysis.

Create a scenario

Click + Add new Scenario to open the Create Scenario panel.

Create Scenario side panel with Scenario Name Priority dropdown and checklist of energy conservation measures with curve tags such as Flat Cooling and Heating and Close Create Scenario buttons — Create Scenario panel with measure selection

Field	Purpose
Scenario Name	Label on the scenario card
Priority	High, Medium, or Low
Select Energy Conservation Measures	Check each measure to include. Tags show the assigned curve, such as Flat (1/12) or Cooling (CDD 65°F)

Click Create Scenario, then open Edit Scenario on the card to set Implementation Date and Operation Date per measure when projects phase over time. Review savings and payback on Scenario Analysis. Compare bundles on Comparison or at the portfolio on Portfolio capital planning.

Scenario Analysis

Select Scenario Analysis in the Capital Planning menu to review financial and environmental impacts for a scenario you built on Scenario Planner.

Page controls

Control	Purpose
Consumption / Cost / Emissions	Switch KPI cards and charts between usage, spend, and kgCO₂e
Energy	Filter by energy scope or commodity
Scenario	Select the scenario to analyze, such as LED Only
Measures	Multi-select measures within the scenario

Summary metrics

Five cards roll up results for the active scenario and view.

Card	What it shows
Projected Annual Reduction	Total annual savings, such as 538,200 kWh
Percent Reduction	Savings as a percent of baseline, such as 12.02%
Projected Payback Period	Simple payback in years, such as 2.93
Total Capital Cost	Sum of measure capital costs
Total Incentives	Sum of rebates and grants

Target chart

The Target chart compares long-range trajectories through 2040.

Series	Meaning
TTM Baseline	Trailing-twelve-month baseline without measures
Forecast TTM	Projected use after measures take effect
Target Final	Long-term reduction goal, such as a 2040 Reduction Goal
Target Rolling	Rolling path from baseline toward the final target

Use the goal dropdown, such as 2040 Reduction Goal, to align the chart with targets you set on Portfolio targets and review on the Building Energy dashboard.

Baseline vs. projected and measures timeline

Scroll below the Target chart for service-type breakdowns and a measure schedule.

Scenario Analysis detail with Baseline vs Projected bar chart for District Steam and Electric Reduction table showing 538200 kWh electric reduction and Measures Timeline with LED Lighting Retrofit vertical bar at July 2026 — Scenario Analysis Baseline vs Projected chart Reduction table and Measures Timeline

Section	What it shows
Baseline vs. Projected	Grouped bars by service type comparing baseline to projected use
Reduction	Table with Baseline, % of Baseline, Projected, and Reduction per fuel
Measures Timeline	Gantt-style view of when each measure starts savings based on Operation Date

Scenario Analysis shows trailing-twelve-month Forecast TTM and baseline separation for one scenario. Use it when you explain how savings emerge across seasons before you compare bundles on Comparison.

When you stagger implementation dates

Set each measure Implementation Date when work begins and Operation Date when savings start. Staggered dates keep cash flows and contractor access realistic in one scenario.

Scenario Comparison

Select Comparison in the Capital Planning menu to evaluate multiple scenarios side by side on one chart and table.

Page controls

Control	Purpose
Energy	Scope or commodity filter for the roadmap
Scenario tags	Select two or more scenarios, such as LED Only and Simple Upgrade
Target goal	Long-range target overlay, such as 2040 Reduction Goal
Consumption / Cost / Emissions	Switch the roadmap and table between usage, spend, and CO₂e

Capital Planning Roadmap

The Capital Planning Roadmap chart projects each selected scenario from the current year through 2040.

Series	Meaning
Baseline	Reference use without new measures
Target	Published reduction path toward the goal year
LED Only TTM / Simple Upgrade TTM / Full retrofit TTM	Trailing-twelve-month forecast per scenario (line color matches the scenario)

Steeper drops indicate larger or earlier savings. Compare scenario lines to Target to see which bundle closes the gap soonest.

Comparison table

The table below the chart summarizes each scenario for the active toggle.

Column	What it shows
Scenario Name	Bundle label
Total Annual Savings (Consumption)	Annual energy reduction
Total Annual Savings (Cost)	Annual cost reduction
Total Annual Savings (CO2e)	Annual emissions reduction
Capex	Total capital cost
Incentives	Total rebates and grants
Projected Annual Consumption	Percent reduction or projected use metric for the scenario
Simple Payback (Years)	Payback period for the bundle

Use the table to compare Simple Payback and Capex when you shortlist funding options. Open Scenario Analysis for a single-scenario drill-down.

Compare at least one low-capex scenario and one deep-retrofit scenario so stakeholders see the tradeoff between payback speed and total savings.

For portfolio-wide comparison across buildings, use Portfolio capital planning.

Next steps

Portfolio capital planning

Compare scenarios across buildings on the roadmap chart.

Budget planning

Add capital projects from planning into an annual budget in step 4.

Building information

Update area, heating, cooling, and service types before you lock a baseline.

Get Started

Concepts

Portfolio view

Building view

Reference

Capital Planning menu

Open Basic Information

Building and target settings

Define baseline period

Visualize baseline usage

Factors and calculations configuration