Add, view, edit and manage Audit Report buildings you have in your account on the Buildings page. Buildings are displayed in a List view by using the header tabs at the top of the page, or by selecting from Buildings drop down options on the top menu bar. The Buildings page is accessible from anywhere in the tool by selecting the Home icon on the left hand side of the top menu bar.


City Specific Reports

Some reports may include additional data input fields required by cities based on local energy audit ordinances, and have provided background information and/or data input guidance. E.g. see: New York City Energy Efficiency Report, DC BEPS Energy Audit Report, and Brisbane Energy Audit Report


Navigation


Top menu bar – Use the white top menu bar to access the Audit Template building tables, and the NYC Properties page; navigate to the Groups, Contacts, and Building Share pages; access the User Guide, additional resources and Help documents; contact the Help Desk; or edit your account, from anywhere in the tool.


Right menu buttons – Use the right menu buttons to create building projects, Import buildings, and to filter buildings displayed on the Audit Template buildings table.


Audit Template Actions


Add Audit Report – Select the Add Audit Report button and choose an audit data report type from the drop down menu to create an audit data report file.


Import Buildings – Select this button to import buildings from BuildingSync® XML or import buildings from spreadsheet files.


Filters – Make selections from any or all of the three filter pull down options to filter your buildings for easy viewing and access. Filter options include:


Ownership – Select Mine to display all buildings that have been created by you. Select Shared to display buildings created and owned by others and shared with you. The default view is All, which displays all of the buildings you have access to.

Report Type – Select to display buildings entered by selected city audit data report types. The default display is All buildings.

Status – Select to display buildings with audit reports that have been submitted (Submitted), or are incomplete or are in edit mode (Editing).

Start/End Date – Select to display buildings within a range of dates according to the Date Type filter selection.

Status – Select to display buildings within the entered date range and according to the drop down selections (Date of Audit Completion or Site Visit; building Created, Last Modified, or Submitted)

Reset Filters – Select the Reset Filters link to return the full display of your buildings.


See the Federal Access page for additional Organizational Hierarchy filters available for the Federal Energy and Water Audit Report Template.


List View


The Buildings page display includes a full listing of Audit Template buildings created by you, and buildings created by others and shared with you, in a table format. From these tables, you may delete buildings or download score report outputs in bulk by checking the boxes on the last column and making a selection from the blue ‘With Selection’ pull down button located at the bottom right corner of the table. The list of buildings displayed may be filtered by selecting from the four white pull down buttons.


By default, buildings are sorted by the building ID, but may be sorted by any of the columns by clicking on the column headers. Click on a building Name to open selected Asset Score buildings for viewing/editing in the Building Project Workspace, or selected Audit Template buildings for viewing/editing.


Select the Options gear icon link from the Options column to perform the following functions:


Delete Building – delete audit data report buildings owned by you.

Share Building – share your building with someone on your approved list of contacts.

Reopen – return audit data reports to edit mode that have been submitted and locked for editing.

Duplicate – make a copy of your report building; the building name of the new building will be identified as 'duplicate' and the Building Information screen will include a link to the original report building.

Edit BBL – Open the Property Information screen for New York Energy Efficiency Reports.