4D Analytics

Contracts Allocation

Last updated: July 10, 2020

The Contracts Allocation screen allows energy contracts to be allocated to one or more assets (containers).

The left pane shows a tree view which displays all of the existing contracts configured for an organization.

The right pane shows the asset hierarchy of the organisation at container level.

Contracts can only be allocated to containers. Any points that exist under a container will be allocated with the contract nearest to it in the hierarchy.

Allocate a Contract

To allocate a contract, select the contract in the left tree and put a tick in the checkbox of each container you wish to be allocated with the contract, then press the middle Add button.

NB: if you select a container further up the hierarchy to allocate to, all unallocated containers below it will, by default, be allocated with the contract. (This is because items lower down in the hierarchy adopt the contract of the nearest parent that has been allocated with a contract, unless they have been allocated explicitly themselves).

Viewing Allocated Contracts

To see a list of all containers allocated with a specific contract, select the contract in the left tree and you should see a list of all allocated containers in the lower table.

To see the contract allocated to a specific container, select it (not check it) in the right tree and the contract it is allocated with, if any, will be displayed in the lower table.

  • NB: a container can only be allocated with a single contract. Any attempt to allocate another to a container with an existing contract, will replace the allocation with the new contract.
  • To see all specifically added contract allocations in the organisation, double-click on the Contracts folder at the top of the left tree. A list of all contracts and all allocated containers will be displayed.

Remove an Allocated Contract

A contract may be removed by displaying it on the lower table, using one of the methods listed in the paragraphs above. Once displayed in the table, it may be removed by pressing the red cross icon in the Delete column on the row corresponding to the relevant contract. It will be unallocated immediately.

View an Allocated Contract

The definition of an allocated contract, displayed in the table, may be viewed by pressing the magnifying glass icon in the View column on the row corresponding to the relevant contract.

When this is done, the page will change to show the Contract Definition of the relevant contract. You should be able to return to the Contract Allocation page using Back on your browser.