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Energy Audits
“The Materials/Labor Details Sub-Form” in Section [8.3], Measures (Work Order)).
If you have assigned a Default Cost Center to a particular measure in the Setup
Library (see “Default Cost Center” under “The General Task Description” in Section
[9.6], User Defined Measures) and that measure is recommended, the default cost
center will automatically be entered for you. However, you may still change the
selection if you desire. Optional.
When you are satisfied with the choices made for the entries described above,
you will need to decide whether you wish to transfer the estimated costs associated
with each measure to the work orders you are about to create. The costs transferred
will include the detail displayed by selecting the Costs buttons to the right of the
measure descriptions on the form. For measures copied to the audit from the Setup
Library (see Section 8.10, Itemized Costs), this detail will include as many costing
components as were defined in the Setup Library (see “The Materials/Labor Details
Sub-form” in Section [9.6], User Defined Measures). If you do wish to include the
cost data, select the “Include Details for Materials” check box in the lower right of the
form. Work orders will be created having their estimated costs identical with the
detailed costing of each measure as seen by the audit.
If you would rather create work orders with no cost data associated with the
measures, do not select the “Include Details for Materials” check box. This may be
chosen in order to make it easier to enter costing of the measures in the work orders,
perhaps expected to have greater detail than available from the estimated costs used
by the audits. The costing used by the audits will still be available to you in the work
orders and you may still transfer these costs to the work orders individually, measure
by measure, if you so choose.
Select the “Create Work Order(s)” button when ever you are ready to actually
create the work orders based on the information provided on the Measures tab. If you
have previously created work orders from this specific audit, a form will be displayed
asking if you prefer to (1) Save the previously existing work orders and create
additional work orders – leaving the potential for duplicate measures being included,
(2) Replace all work orders previously generated from the audit with new ones based
on the criteria currently on the Measures form, or (3) Cancel the request to create
work orders. Any work orders not created from this specific audit are unaffected by
the request to create work orders from this Measures tab of the audit. Thus, if you
used the Work Order tab under the Client Main Menu item to initiate and then fill in
work orders for a client, then ran an audit for the same client and asked to create work
orders based on the audit recommendations, the two sets of work orders will exist for
the same client. The program’s behavior is intended to address situations where
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