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Open Cost Management for a portfolio-level cost overview and account analysis. Use the Cost Management menu to move between Overview, Account Analysis, Account Comparison, Line Items, and Budgeting. Cost Management pages require at least one site on the company. If you have none, add a site first from Sites.

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Overview

Choose a reporting period (and optionally sites) to see Total Cost, Avg Monthly Cost, Bills, Peak Month, a Cost Trend chart, Top Sites by Cost, and Accounts that need attention (highest cost, highest demand charges, high demand %, high late fees). Without a reporting period, Overview asks you to Select a reporting period so you can jump to a common range in one click.

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Account Analysis

Open Cost Management > Account Analysis to deep-dive one account’s costs. Pick an account and an optional month range to review cost trend, demand, and unit prices. Use the Date basis filter to choose how cost is placed on the timeline:
  • Analysis date (default) — cost is spread across the months of service, in USD. An Aug 1–31 bill issued on Sep 2 counts in August. This matches the account Cost tab in Data Inventory. Click a month to see which meters contributed.
  • Bill date — each bill is plotted on the date it was issued, in the bill’s currency. Late fees appear only here. Click a bill to inspect it.
Use Export CSV to download monthly rows (Analysis date) or the account’s bills (Bill date). See Methodology — Calendarization for how cost is split across months.

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Account Comparison

Open Cost Management > Account Comparison to compare 2–5 tracked accounts side-by-side. Mixed commodities do not plot together on the same chart. The same Date basis filter applies. With Analysis date (default), every account shares the same months, and the summary shows service-period Total Cost, Avg Monthly, average cost per unit, and Demand % — each account’s total matches Account Analysis for the same range. With Bill date, charts plot each bill on its issue date and the summary also shows the bill count.

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Line Items

Open Cost Management > Line Items to browse charge line items across bills. Filter by description, account, provider, charge type, supply vs delivery, demand-only, and total charge. A monthly cost trend sits above the table. Click a row to open the bill.

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Budgeting

If Budgeting is enabled for your company, open Cost Management > Budgeting to list saved budget and forecast scenarios. Click New scenario to name a scenario and choose a period, sites, and commodities.

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FAQ

Cost Management appears when cost tracking is on for the company and cost features are available. Confirm cost tracking in Settings > Company > Data Collection. If you still do not see it, email support@nectarclimate.com.
Budgeting only appears when it is enabled for your company. Overview, Account Analysis, Account Comparison, and Line Items do not depend on Budgeting.
With Analysis date, cost is attributed to the months of service rather than the invoice date, so a month’s total can include parts of two bills. Switch Date basis to Bill date to see each invoice on its issue date.
Every Cost Management page needs at least one site on the company so costs can be scoped. Add sites from Sites or Settings > Company > Sites.