Navigate Backpack ease; access your data in just a few clicks!
Backpack Navigation
Main Menu
Navigating Backpack begins with the main menu on the left side of the screen. Here you can select and view a number of areas within the software.
Those areas are:
- Portfolio Statistics - view the dashboard including onboarding status, links to reports and quick access to recently viewed Backpacks.
- Onboarding Completion - view the onboarding dashboard with vital information such as site visit dates and overall completion status.
- Reports - view onscreen and download various reports.
- Building Selection - scroll through a list of available buildings, click on a specific building to view more details.
- Marketplace - view opportunities within the Backpack family of products.
- Integrations - view available integrations to enhance Backpack; currently only Energy Star integration is available. A list of buildings integrated with Energy Star are listed here.
An addition dropdown that allows users to select a building is available at the top of the screen.
Figure - Illustration of the software with the Main Menu boxed in red. The building selection dropdown is just above the red box with the words "Select a building".
Functionality in the Backpack Menu
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Expand/Collapse - You have the ability to collapse, or expand, the menu at any time. Use the arrow icon next to "portfolio statistics" to expand/collapse the menu. Click the arrow icon again to expand and "pin" the menu.
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Hover - When the menu is collapsed, you can hover over any area of the menu to expand the menu and click the desired selection
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Section Expansion - Reports and Buildings can be expanded to show more information by clicking on the arrow next to each name
Figure - Illustration of the left hand navigation when it is collapsed.
Figure - Illustration of the Reports section expanded
Access a single building
When you need building-specific content, there are two ways to access a building:
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“Building Selection” in the main menu
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"Select a building" dropdown
Building Selection
Click on "Building Selection" to expand the section; a list of the Backpack buildings specific to the user will appear.
Each building has a submenu that can be accessed after clicking the building name, the submenu includes: Overview, Utilities, Property, Submissions, Documents, Projects, Operations, and Equipment.
Building Dropdown
The Building Dropdown & Search is accessible at the top of the screen, click anywhere in the "Select a building" box to get started. Type the name of the building into the search bar or scroll through the dropdown. Click on the building name to access building-specific content.
Onboarding guide
To access the Onboarding Guide for a specific building:
- Select the building from the "Building Selection" menu & click "Overview."
- Search for Building in the building dropdown at the top of the screen & Click "Overview."
The Onboarding guide will populate at the top right of the screen. Click on "Onboarding Guide" to expand the guide.
Note: When navigating between buildings using the Main menu on the left side of the screen, the Onboarding Guide will update once "Overview" page is selected for the building; it will not automatically update when switching between buildings.
Figure - Access the Onboarding Guide from the top horizontal bar, after selecting a building.
