All meters must be assigned, either to a specific space, “Whole Site”, or “Exterior Area”. Consumption for unassigned meters is NOT included in the performance metrics calculated on the Portfolio Trends tab, Site Trends tab, or the in-app GRESB and CDP portals.
Because if a meter isn’t assigned, the app doesn’t know what consumption it measures within the site or who pays its utility bills. The app needs this information to understand the floor area the meter covers and the carbon emissions scope (1, 2, or 3) of the meter’s consumption.
New meters entered manually must be assigned (must have a value selected from the “Serving” dropdown menu) before they can be saved.
New meters pulled into the app from ENERGY STAR or pushed via a bulk upload are automatically assigned using the rules described in this article.
So how could a meter ever be unassigned?
Deleting a space with assigned meters “unassigns” those meters.
One quick way to see if you have any unassigned meters across your portfolio is to export the Data Quality Report, head to the Meters tab, and filter the “Serving” column for blanks and “Unassigned.” This filter will show you which meters are unassigned and the site names for each of those meters. You can then assign each of those meters within the app.
All assigned meters’ consumption is factored into performance metrics. Your selection of who pays the bills for the meter (in the Paid By field) will determine where that consumption shows up within the Data Summary tables in the app’s GRESB portal and the scope of the meter’s carbon emissions in the Data Quality Report and the app’s CDP portal.
Note that the “Paid By” field only appears for meters assigned to a specific space. Meters assigned to “Whole Site” or “Exterior Areas” have consumption automatically counted toward scope 1 or 2 emissions depending on their fuel type.