Skip to main content

Managing BGs

You can register generation and demand balancing groups (BGs) on Tensor Cloud and manage them in one place. Tensor Cloud uses them to group your generation forecast files, to submit plans to OCCTO, and for balancing monitoring.

Every balancing group has a name, a type, a management type, a grid area, and a balancing group ID. It can also have a generation contractor or responsible party, a contract classification number 1, custom metadata, and a list of assets.

Default balancing group​

Any asset that does not belong to a balancing group is part of the default balancing group, and its forecasts are grouped together with those of the other assets in it. The default balancing group appears as No BG in the balancing group list.

The default balancing group differs from other balancing groups:

  • It cannot be edited or deleted.
  • It has no balancing group code.
  • It does not have a fixed grid area.

Tensor Cloud still generates daily forecasts for operational assets in the default balancing group. We recommend registering your own balancing groups anyway, so that your assets are grouped correctly and the market integrations work as intended.

Registering a balancing group​

To register a balancing group, open BGs under Portfolio in the side navigation, then click Add new in the top right. Enter the following information on the Settings tab:

  • Balancing group name: The display name of the balancing group. It must be unique within the workspace. It is never sent to the OCCTO API, and you can change it at any time.
  • Type: Generation or Demand. This cannot be changed after creation.
  • Management: Internal if you manage the balancing group, External if it is managed by another party. Only internally managed balancing groups can hold assets. This cannot be changed after creation.
  • Grid area: The TSO grid area in which the balancing group is located. This cannot be changed after creation. A workspace can have only one internally managed demand balancing group per grid area.
  • Generation contractor (generation balancing groups) or Responsible party (demand balancing groups), optional: The external party managing the balancing group. Select a registered company or add a new one from the list.
  • Balancing group ID: A 5-character unique code that legally identifies the balancing group. Generation balancing group codes start with G, demand balancing group codes start with L, and the last character is the grid area code. Tensor Cloud uses this code to communicate with the OCCTO API, so it must be unique within the workspace. If a code is rejected, another balancing group in your workspace already uses it.
  • Plan submitter code: Replaces the balancing group ID for externally managed generation balancing groups. Enter the counterparty's 5-character plan submitter code, which is filed as the trading partner code on OCCTO plans. It starts with G followed by a digit, and the last character is the grid area code. The counterparty's generation balancing group code cannot be used here.
  • Contract classification number 1 (optional): A number assigned by the TSO, usually one per balancing group. Up to 20 half-width characters.

The other tabs of the form hold optional information:

  • Metadata (optional): Custom key-value pairs for integrations and external references. Keys can be up to 64 characters and must be unique; values can be up to 1,024 characters.
  • Assets (optional): The assets that belong to this balancing group. You can choose from the assets registered in the asset list that are in the same grid area and do not yet belong to another balancing group of the same type. This tab is not available for externally managed balancing groups.

Counterparty​

On the Counterparty tab under Trading, an internally managed generation balancing group can be set to buy charging energy on JEPX and sell it on to a demand balancing group that another party manages. The tab is available when enabled for your workspace; contact Tensor to enable it. It appears only on the form of an internally managed generation balancing group, and a balancing group that already has a counterparty keeps the tab so the counterparty can still be cleared.

In Buys on JEPX for (optional), select the demand balancing group to buy for. The list shows the externally managed demand balancing groups in the same grid area that have a balancing group code, so set the grid area on the Settings tab first. When you register a new balancing group, changing the grid area clears the selection. With a group selected, the tab shows that the trade is filed as procurement from JEPX and sales to that group's code.

To remove the counterparty, select Unassign counterparty and save. Buying and delivery stop immediately, and volumes already bought are not delivered.

Only one balancing group per grid area can buy on JEPX. You cannot set a counterparty while the grid area already has an internally managed demand balancing group or another generation balancing group with a counterparty; the error message says which group to remove or clear first. For the same reason, you cannot register an internally managed demand balancing group in a grid area where a generation balancing group already buys on JEPX.

Delivering the purchased volume to the counterparty requires a delivery integration that the Tensor Energy technical team configures with you. Before buying starts, also register a delivery contract code for the grid area in the JEPX integration.

Viewing a balancing group​

Click the name of a balancing group in the balancing group list to view its details.

Balancing group overview​

The overview page shows the key information for the balancing group: the type, the management type, the grid area, the generation contractor or responsible party, the balancing group code (or plan submitter code), the contract classification number 1, any custom metadata, and the list of assets.

Editing a balancing group​

Settings​

To edit a balancing group, click the three-dot menu on its row in the balancing group list and select Edit, or click Edit on the balancing group's page. You can change the balancing group name, the generation contractor or responsible party, the balancing group ID, the contract classification number 1, and the metadata. The type, management, and grid area cannot be changed after creation.

note

The default balancing group cannot be edited.

Assets​

On the Assets tab of an internally managed balancing group, you can add and remove assets. To add assets, click Add in the top right and choose from the assets registered in the asset list that are in the same grid area and do not yet belong to another balancing group of the same type. To remove assets, select them with the checkboxes on the left of the list and click the Remove button that appears.

Deleting a balancing group​

To delete a balancing group, click the three-dot menu on its row in the balancing group list and select Delete. You can also edit the balancing group and click Delete balancing group at the bottom of the Settings tab. After you confirm in the dialog, Tensor Cloud deletes the balancing group and unassigns all of its assets.

Further reading​