BEETS Training Materials & Support Resources

In order to provide continued support to BEETS users, BPA will hold drop-in office hours (WebEx link below) on Wednesdays from 10:30 a.m.-noon (PDT), starting 3/15/23. This is an opportunity for BPA customers to ask BEETS-related questions and/or troubleshoot issues. Office hours will generally be staffed by at least one EER, one COTR, and one member of the IT systems team. We'll have screen-share capability in cases where showing is easier than telling.

WebEx link: https://mybpa.webex.com/mybpa/j.php?MTID=m8a4d99346906fabcfe570c89093bf673

Meeting number: 2763 102 2626

Password: WsnDkHX?483

Phone: +1-415-527-5035 , 27631022626##

Training Session Recordings:

BEETS Training Video: Module 1: BEETS 101 (~95 mins): Introduction to BEETS and details how to navigate and work within BEETS.

BEETS Training Video Module 2: Invoicing, Dashboards, and Reports (~68 mins): Provides a basic understanding of how to invoice EEI Payments and Performance Payments through BEETS.

The following training materials are provided in both written and video format to accommodate different learning styles and preferences. The content between the two formats is generally duplicative, however, the written guides are the most comprehensive in providing a full system overview.

BEETS One-Time Setup Checklist: Instructions on important setup activities that should be completed the first time users log in to BEETS (v1.0, updated Nov. 15, 2022)

BEETS Navigation Guide: Written guide including step-by-step instructions on how to navigate and work within BEETS; materials covered in Module 1 of the Instructor Led Live Training (updated Jan. 25, 2023)

Pre BEETS Data User Guide: Guide for loading Pre BEETS (IS2.0) data into BEETS.

Training Videos (Complementary to BEETS Navigation Guide):

BEETS Training Video: Getting Started with BEETS (~40 mins): Full walkthrough of BEETS to orient new users on BEETS functions and navigation

BEETS Training Video: Finding Applications using Work Center Filters (~13 mins): Video walkthrough of how to build and save WorkCenter filters to easily access applications in BEETS

BEETS Training Video: Entering Applications into BEETS via Manual Entry (~23 min) Video demonstrating how to upload applications into the system via manual entry.

BEETS Training Video: Entering Applications into BEETS via Bulk Upload (~7 min) Video demonstrating how to bulk upload applications into the system.

BEETS Training: Beets Reports Portal – Running Utility Reports on BEETS Activity (~15 min) Video demonstrates how to use the BEETS Report Portal.

BEETS Invoicing and Performance Payment Guide: Step-by-step instructions on how to submit EEI and performance payment invoices; materials covered in Module 2 of the Instructor Led Live Training (v2.0, updated Nov. 22, 2022)

Training Videos (Complementary to BEETS Invoicing and Performance Payment Guide):

BEETS Training Video: Approving EEI Payments for Invoicing (~14 min) Video demonstrating how to submit EEI payments for invoicing.

BEETS Training Video: Submitting Performance Payment Applications for Invoicing (~ 9 min) Video demonstrating how to submit performance payment applications for invoicing.

• BEETS Workflow Status Glossary (updated Jan. 25, 2023)
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• Custom Projects Option 2 (C2)
• Custom Projects Option 1- Commercial
• Custom Projects Option 1- Industrial
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• Energy Project Manager (EPM)
• Strategic Energy Management (SEM)
• Re-Conductor & Transformer Upgrade