General Tab

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

Sites Grid

The Sites 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) indicates whether data appear in ascending or descending order.

• Right-click in the grid to add a record.
• Right-click on an existing record for 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

The Buildings grid links records from the Facility > Building > Building 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) indicates whether data appear in ascending or descending order.

• Right-click in the grid to add a record.
• Right-click on an existing record for 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