General Tab

The General Tab allows users to track billing, usage, and cost information for the utilities being used by related sites and buildings. The tab also contains a grid that links the sites and buildings to the Utility record.

Sites grid

This grid links records from the Facility > Site > Site Inventory module to the utility record.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

• Right-click in the grid to add a record
• Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
• Double-click on an existing record to open it

How To Add a Site

Buildings Grid

This grid links records from the Facility > Building > Building module.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

• Right-click in the grid to add a record
• Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
• Double-click on an existing record to open it

How To Add a Building