BEETS Training Materials & Support Resources

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.

Pre BEETS Data User Guide: Guide to viewing Pre BEETS (IS2.0) data in BEETS

BEETS Budget Overview Report Instructions: Information on setting up and reviewing budget and invoicing activity in BEETS via the Budget Overview Report. 

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.

Misc. Instruction

To ensure that you are receiving BPA emails—including BEETS notifications—we advise that Microsoft Outlook users turn off Focused Inbox. Instructions are available here.

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 (updated May 15, 2023)

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)
• UES Measures
• Nonresidential Lighting Program
• Custom Projects Option 2 (C2)
• Custom Projects Option 1- Commercial
• Custom Projects Option 1- Industrial
• Custom Programs
• Small Compressed Air (SCA)
• Energy Project Manager (EPM)
• Strategic Energy Management (SEM)
• Re-Conductor & Transformer Upgrade