How do I set up energy management for a location in the Hub?

Updated 23 October 2026

For: Operators (CPOs) and installers setting up energy management for a location for the first time

This article lists the steps to set up energy management for a location in the Hub. A location stays inactive until you activate it in the last step. Until then, energy management does not control your EVSEs (Electric Vehicle Supply Equipment).

This article does not explain the concepts. For what fuse limit, buffer, phase setup, and charge intents mean, see How does energy management work in the Hub? If something does not work, see How do I troubleshoot energy management in the Hub?

What do I need before I start?

  • Access to Energy management in the CPO / Network menu. If Energy management is not in your menu, or Enable energy management is missing, your user may not have operator access. Contact Monta.

  • Charging stations connected to Monta with OCPP (Open Charge Point Protocol). EVSEs without OCPP are not added automatically.

  • The fuse rating of the grid connection, and any power limit from your grid contract.

How do I set up energy management for a new location?

Go to CPO / Network → Energy management → Locations to see all locations. Follow these steps in order.

  1. Turn on energy management. Open the location's own page and select the Energy management tab. It says "Energy management not enabled". Select Enable energy management, then select Enable.

    • Hub adds the EVSEs of the location that have an OCPP connection under the top node.

    • EVSEs without OCPP are skipped. You can see them under Linked location in step 2.

  2. Check the general settings. Select Open energy management. Go to Setup → General.

    • Check Grid connection type and Timezone.

    • If Linked location shows differences, select Sync.

    • Select Save.

  3. Set the limits on the top node. Go to Setup → Nodes. In the row marked Root, select ⋮ → Edit node.

    • Set the limits that apply: Set fuse limit, Set amp buffer, and Set power limit.

    • If the node has a meter, also set Max expected residual.

    • To add a sub-node for a distribution board, select New, or select ⋮ → Add node on a node row. Set its limits the same way.

  4. Add the EVSEs and place them on the right nodes. Go to Setup → EVSEs.

    • Select Add EVSE to add any EVSE that is missing.

    • For each EVSE, select ⋮ → Move to node and pick the node it is connected to.

  5. Check the phase setup of each EVSE. Select ⋮ → Edit EVSE and check Phase setup. Check single-phase EVSEs and three-phase EVSEs wired with phase rotation with extra care.

  6. Optional: set the electricity price area. Do this if you want price-optimized charging. Go to Setup → General → Electricity price area and pick the area, for example DK1.

  7. Optional: set the default charge intent. Go to Setup → Charge intents. On the Location default card, select Edit default.

  8. Activate the location. Go to Setup → General → Status and turn on the Energy management switch. Select Activate to confirm.

    • The badge in the header changes from Inactive to Active.

    Energy management now sends limits to the EVSEs.

    Did these EVSEs use load balancing before? In Setup → General → Status, select Link next to "Link to load balancing group", then pick the old group. Only groups that share EVSEs with this location are listed. The group is switched off while the location is active. If you deactivate the location later, the group is switched back on and controls the EVSEs again.

What if my location was moved from the old Hub load management?

A location moved from an old load management group is already in the Locations list. It is inactive, and the old group keeps running until you activate the location.

Do not change anything first. The Hub rejects edits to an inactive location. If the old load balancing group was changed after the move, for example if a meter was added, the Hub shows the differences when you activate.

  1. Check that no EVSE is in another old group. If an EVSE is also in another old load balancing group, remove it from that group first. You find the old load balancing on the location's own page under Settings → Load balancing → Open portal. Activation fails while an EVSE is still in another group.

  2. Activate the location. Follow step 8 above. Activating the location switches the old group off automatically.

    If the location differs from its group, the dialog "This location differs from its load balancing group" lists each setting under This location and Load balancing group. Tick I've reviewed these differences, then choose:

    • Resync and activate: replaces the location's nodes, EVSEs and meters with the group's current setup. Name, settings and charge intents are kept.

    • Activate anyway: keeps the location's current setup.

    Either way, the group is switched off when the location is activated. If the group changes while the dialog is open, the Hub shows "The differences have changed". Review the new list.

  3. Set the electricity price area. Follow step 6 above.

  4. Check the meter. If the Comment says "!! WARNING !! - external meter not imported…", go to Setup → Meters and add the meter.

  5. Check the phase setup. Follow step 5 above for each EVSE.

To take over the group's setup without activating, go to Setup → General → Status and select Resync next to "Resync from load balancing group". The location stays inactive and the group keeps control until you activate it.

What should I read next?

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