View daily pool management¶

The Daily Pool Management screen provides a centralized, day-level operational view for managing and balancing natural gas pools for a selected Local Distribution Company (LDC). It consolidates member usage, balancing services, banking limits, MDQ exposure, storage impact, and demand forecasts to support accurate daily pool balancing.

This screen is primarily used by LDC operations, pool managers, schedulers, and balancing teams to:

Monitor daily pool balances and member usage
Identify pool-level imbalances and tolerance breaches
Validate balancing service usage and costs
Track allowable bank limits and MDQ exposure
Review near-term and forecasted pool demand

The Daily Pool Management screen focuses on operational and balancing data, not financial settlement, and serves as a critical day-to-day execution and compliance screen for LDC pool operations.

Prerequisites¶

Before working on the Daily Pool Management screen, ensure the following prerequisites are met:

The user has the add or modify permissions for the Daily Pool Management screen.
An LDC is configured with associated pools and pool members.
Pool attributes such as nomination source, tolerance rules, MDQ, and banking limits are defined.
Member usage data (actual meter reads or estimates) is available for the selected date range.
Pool balancing services and storage configurations are active (if applicable).

Procedure to view daily pool management¶

Step 1: Navigate to the Daily Pool Management screen¶

Log in to the nGenue application.
Click the Search icon and enter Daily Pool Management in the search bar.
Double-click Daily Pool Management to open the Daily Pool Management (Pool Management) screen.
The screen is divided into two main sections:
1. Pool Query and Settings: Used to define the LDC, pools, date range, and calculation behavior.
2. Pool Management and Balancing: Displays daily pool balances, usage, limits, and forecasts in a tabular view.

Step 2: Define pool query and settings¶

The Pool Query and Settings section controls which pool data is loaded, how member usage is calculated, and how pool balances are evaluated.

Entity and pool selection filters¶

Fields	Description
LDC	Selects the Local Distribution Company for which pool data is displayed. All pools and members are scoped to the selected LDC.
Pool	Filters results to a specific pool. When left blank, all eligible pools for the selected LDC are included.
Marketer	Filters pool data by marketer associated with pool members.
View Multiple Pools	Allows multiple pools to be loaded and reviewed simultaneously.
Date Range	Defines the gas day range for which daily pool balances and usage are calculated.
Display Level	Controls whether data is grouped across selected pools or displayed for individual pools.
Calculate Member Usage as	Determines whether member usage is calculated using Actual Meter Reads or Estimated Usage.
Highlight the next n Days	Highlights upcoming gas days to help focus on near-term balancing risks.
Recalculate Member Usage Estimates	When enabled, recalculates estimated usage based on the latest available inputs.
Round to Whole #s	Rounds displayed volumes to whole numbers for simplified operational review.

After selecting the required criteria, click Load Pool Dailies.

Pool attributes¶

The Pool Attribute section displays configuration details that govern how the selected pool operates and balances.

Fields	Description
Pool Account #	Unique identifier assigned to the pool by the LDC.
Active Member Count	Number of currently active members participating in the pool.
Nomination Source	Indicates whether nominations are managed at the pool level or member level.
Multi-Point Volumes	Indicates whether the pool supports volumes across multiple receipt or delivery points.
Location Count	Number of pipeline locations associated with the pool.
Unit of Measure	Unit in which pool volumes are managed (for example, Dth or MMBtu).
LDC Required Noms Enabled	Indicates whether LDC-mandated nominations are enforced for this pool.
Month End Tolerance Method	Defines how month-end tolerance is calculated and applied.
Pool Peak Months	Identifies peak months used for tolerance and MDQ calculations.
Daily Storage Enabled	Indicates whether daily storage balancing is enabled.
Imbalance Ownership	Specifies whether imbalances are owned by the pool or individual members.
Pool Storage Target Category	Storage target classification used for pool balancing.
MDN Effective Months	Months during which MDN rules apply.
MDQ Effective Months	Months during which MDQ rules apply.

Month-end values¶

The Month End Value section summarizes cumulative pool-level performance and compliance metrics.

Fields	Description
Demand Pool	Total aggregated pool demand for the selected month.
Monthly Out of Tolerance	Indicates whether the pool has exceeded defined tolerance thresholds.
Month End Balance	Net imbalance position of the pool at month end.
Outer/Lower Tolerance Limit	Defined tolerance limits used to evaluate imbalance exposure.
Beginning Storage	Storage balance at the beginning of the month.
Ending Storage	Storage balance at the end of the month.
LDC Required Delivery	Delivery obligation imposed by the LDC for the pool.

Step 3: Verifying daily pool balances¶

The Pool Management and Balancing section displays daily pool-level operational data in a tabular format. Each row represents a pool-day combination, enabling users to analyze daily balancing status and forecast alignment.

Daily balance fields¶

Fields	Description
Pool Name	Name of the pool being managed.
Pooling Date	Gas day for which balances are calculated.
Day	Day of the week for operational reference.
Purchased Balancing Svc	Volumes procured through balancing services.
Purchased Balancing Cost	Cost associated with purchased balancing services.
Used Balancing Svc	Actual balancing service volumes utilized.
Maximum Allowable Bank %	Maximum percentage of imbalance allowed to be banked.
Allowable Bank	Calculated allowable bank volume.
Pool MDQ	Maximum Daily Quantity limit applicable to the pool.
Member Usage per System	Aggregated member usage across all systems.
AI Pool Forecast	AI-generated forecast of expected pool demand.
Latest AI Forecast	Most recent forecast value reflecting updated inputs.

Transaction-level context¶

Although pool data is displayed at an aggregated level, values are derived from underlying sources such as:

Member usage and meter reads
Pool nominations and balancing service usage
Storage injections and withdrawals
LDC-defined rules and tolerance configurations

This ensures transparency and traceability of pool-level balances.

Screen icons and operational controls¶

The top toolbar contains global actions that control data refresh, configuration, calculations, imports, exports, and pool-level operations.

Icons	Icons name	Description
	Refresh	Reloads the screen data based on the current Pool Query and Settings without modifying any selections. Typically used after data updates or recalculations.
	Save to Excel File	Saves the currently loaded pool management data into an Excel file for offline analysis, reconciliation, or audit purposes.
	Open Grid Data in Excel	Opens the pool management grid directly in Excel, preserving the current layout and visible columns for interactive analysis.
	Configure grid columns	Allows users to configure grid layout by showing, hiding, reordering, or resizing columns in the Pool Management and Balancing grid.
	Freeze Columns	Freezes selected grid columns so they remain visible while horizontally scrolling through pool daily data.
	Pool Imbalance Reports	Generates and opens pool imbalance reports for the selected LDC, pool(s), and date range, supporting compliance and audit review.
	Input Manual Facility Volumes	Allows users to manually enter or adjust facility-level volumes (such as storage or balancing facilities) that impact pool calculations.
	Input Manual Meter Reads	Enables manual entry or override of meter reads used in member usage and pool balance calculations.
	View Pool Definition	Opens the pool definition screen in read-only mode, displaying configuration details such as tolerance rules, MDQ, nomination source, and imbalance ownership.
	View Member Details	Displays detailed information for pool members, including usage, nominations, marketer association, and allocation behavior.
	Import Daily Pool Values	Imports externally prepared daily pool values (such as usage or balancing data) into the system for the selected period.
	Re-sum Member Nominations	Recalculates and aggregates member-level nominations to refresh pool-level totals and balances.
	Set MDQs and/or Daily Volume Allocations to Delivery Points	Allows users to define or adjust MDQs and allocate daily pool volumes across delivery points based on operational requirements.
	View Daily Delivery Points Allocations	Displays daily allocation of pool volumes across delivery points, including quantities assigned to each point.
	Re-Allocate to Delivery Points	Reallocates pool volumes across delivery points based on updated rules, targets, or operational adjustments.
	Force Recalculation of Demand Pool Allocations into Demand Deals	Forces recalculation of demand pool allocations and pushes updated volumes into downstream demand deals.
	Do a full recalculation from start to finish for retail demands and push to supply deals	Performs a full end-to-end recalculation of retail demand, pool balances, and allocations, and propagates the results into associated supply deals.

The vertical toolbar provides day-level and period-level operational controls, commonly used during daily balancing and compliance activities.

Icons	Icons name	Description
	Create daily pool records for period	Generates daily pool records for the selected date range based on pool configuration and available usage data.
	Force recalculation of cumulative balance	Recalculates cumulative pool balances across the selected period, incorporating usage, storage, and balancing services.
	Calculated MDQ for period	Calculates MDQ values for the entire selected period based on pool rules and effective months.
	Calculate MDQ for single day	Calculates MDQ for a specific gas day, allowing focused validation or correction.
	Calculate Maximum Bank Allowances	Calculates allowable bank limits for the pool based on configured percentage thresholds and daily balances.
	Create nominations based on balancing targets	Generates pool-level or member-level nominations based on defined balancing targets and operational rules.
	Create trades	Creates imbalance or balancing trades resulting from pool imbalances or operational adjustments.
	View trades	Displays trades that were created from pool balancing activities for review and validation.
	Lock down daily records through selected date	Locks pool daily records up to the selected date, preventing further edits, recalculations, or adjustments.

Note

Locking daily pool records is typically performed after balancing is finalized and should only be reversed under controlled operational approval.

Key points¶

This screen focuses on daily operational pool balancing, not financial settlement.
Pool attributes and tolerance rules directly impact imbalance calculations.
Member usage accuracy is critical for reliable pool balances.
Near-term highlighting supports proactive imbalance management.
Forecast values help anticipate upcoming balancing risks.

Summary¶

The Daily Pool Management screen is a core operational tool for managing and balancing LDC gas pools on a daily basis. By consolidating pool attributes, member usage, balancing services, banking limits, and AI-driven forecasts into a single operational view, it enables pool managers and schedulers to proactively manage imbalances, maintain regulatory compliance, and ensure reliable pool performance throughout the gas day lifecycle.