How to import daily production numbers from the GreaseBook into PHDWin

First, to produce an export for PHDWin, you must be set up for it in the GreaseBook.

That said, you're Unique IDs for each Lease in PHDWin – in the GreaseBook, we call them 'Engineering Identifier' – must be added to each individual Facility.

To do so, simply click Settings on the left sidebar > Facilities on top navigation bar > select Facility to which you'd like to add your Engineering Identifier #.

Now, simply select the pencil icon beside the Facility name:

Next, scroll down and add your PHDWin 'Unique ID' where it reads 'Engineering Identifier' and click 'Save':

Next, make sure the PHDwin Plugin is 'Enabled'.

To confirm this, simply click on 'Settings' on left-hand navigation bar > then 'Company' on top navigation bar > then 'Plugins' on the secondary top navigation bar:

Now, confirm that PHDWin plugin is listed under beneath 'Enabled Plugins'.

If not, simply find PHDWin plugin under 'Available Plugins' and click 'Connect' on far right side of plugin to enable it:

Once your Engineering Identifiers for each Facility have been set up, it's time to run the report!

Group By: 'Monthly'

When exporting to PHDWin, the GreaseBook defaults to daily totals for each Facility.

That said, what to do if you'd like to export monthly totals instead? 🤔

When running the report, simply select Group By: 'Monthly'. ✅

That way, each Battery total will export a sum total for the range of time selected!

Side note 2:

Also, you may have a few Batteries in the GreaseBook that share the same Engineering Identifier # / PHDWin Case Number.

So, if you'd like the GreaseBook to sum the production of all Facilities that share the same Engineering Identifier #, simply Group By: 'Engineering Identifier'. ✅

Finally, once your Engineering Identifier #s are locked and loaded and you've got your report exported the way you like it, please walk through the steps shared with us from the folks at TRC Consultants which we've posted below 👔🙌🏼

After following the steps, you should be able to run Economics and Decline Curve Analysis to your heart's content!! 🤓📉🛢