All users have permission to add projects and edit the projects they create. Energy Champions can edit or delete any project at their site(s).
Add a Project to a Single Site
You can add a project from four locations (Overview, List, Tile, Detail) by clicking Add Project in the upper right.
Leave Project Number blank. Sensei autogenerates the next highest number from the last project at the site.
Enter Project Name, Site, and Status. These required fields are marked with an asterisk (*).
Fields not marked with an asterisk (*) are optional. As a best practice, fill the following fields for future project prioritization and planning:
Type – Select Capital, Learning Assignment, O&M, or Energy Management (indicates program-related tasks)
Due – Select a date. This date can be edited semi-weekly to manage the sub-tasks related to the project
Background – Enter project benefits, expected savings results, or past work done related to the project
Required Actions – Enter steps or sub-tasks to complete the project
Add project page
Record project Savings to sort and filter by savings values and prioritize energy projects based on savings. Select +Add to enter a maximum of four rows of unique units:
Amount – Enter numeric value
Units – Select from dropdown
Precision – Select from dropdown
Rough = Default value representing a rough estimate.
Medium = For estimates that have been verified by a more rigorous mathematical analysis.
High = For estimates ready to be included in reporting for purposes of making claims.
Enter Avoided Cost to sort by this information on the List view.
Choose Auto if there are utility rates entered for your program. Click the Question icon to view existing rates. Auto-generated unit savings (kWh, Therm, etc.) show exact value when in edit mode. Unit savings show rounded values on List and Overview page:
>$100,000 rounds to the 1,000s (e.g., $125,000)
<$100,000 rounds to two significant digits (e.g., $25, $250, $2,500, $25,000)
Choose Manual to enter a custom cost. No values are rounded for manually entered costs.
Energy Impact and Effort determine Quadrant (Gem, Quick Win, Strategic, Low Priority) for your project.
Gem = Energy Impact high, Effort low
Quick Win = Energy Impact low, Effort low
Strategic = Energy Impact high, Effort high
Low Priority = Energy Impact low, Effort high
Add a Project to Multiple Sites
If you have access to multiple sites, check the box of more than one site to add a project to multiple sites. A message confirms you are about to create a project for multiple sites.
Selecting multiple sites to add a project
Did you know?
Once created, these projects are independent of each other and must be managed separately.