Project Level Data Import

Exciting news! eTool now offers Project level data import functionality, allowing you to import the entire project at once, including multiple structures and functions. If you’re familiar with the Design Level Data Import feature, you’ll find that this new feature is quite similar and straightforward. It can save you a significant amount of time, especially for projects comprised of multiple structures and functions.

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Bulk Import Project Level

You can use Project level data import functionality when creating a new project or simply adding a whole new structure to an existing one, but for this exmaple let me guide you through the steps of creating a new project using this feature.

Step 1: Create new project

First, you’ll need to create a new project as usual. Once done, navigate to the import tab and select “New Import”. 

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Step 2: Download Import Structure Function template

A window will pop up, prompting you to (1) download an Excel spreadsheet to be completed, and then (2) uploaded in the blue box.

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Step 3: Complete Structure Function tab

The spreadsheet consists of two tabs: “Structure Functions Information” and “Template.” In the first tab, you’ll find mandatory information marked in red, along with other columns that can be completed based on your project’s characteristics.

If you fail to complete one of the mandatory fields, the software will not allow you to import the spreadsheet. Instead, it will notify you of the missing information that needs to be filled in before proceeding with the import.

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Step 4: Complete Template tab

In the “Template” tab, you’ll add the templates, quantities, and units as usual, but associated with the specific structure and unique asset ID and function name.

The ideal is to have all your templates and data ready for uploading the entire project at once. For more information on aggregating your data and selecting your templates, please refer to this section of the support post.

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Step 5: set up 

Once you upload your data, you’ll need to map the imported information with the eTool fields. You can select “ignore” if you don’t want to include one of the columns, and then click “next” to proceed.

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Step 6: Match

eTool has a learning function that remembers previously selected templates for specific items, saving time during subsequent imports. If there are any unmatched templates, simply click the arrow to display the template options and select the appropriate one. Then, click “Next” to continue.

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Step 7: Finish

Click ‘Finish’ Your LCA model is now complete.

You have created a whole new project.

 

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Delete Structure

If you need to update the spreadsheet and re-upload it, you can do so. Please note that every time you upload the document, it will be saved in the Import tab, and you won’t be able to delete this record. However, if you need to delete the entire structure and start again, you’ll need to navigate to the structure level. From there, click on the Action button and select “Delete Structure.”

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Project Level Reporting

This import feature works particularly well with our Project Level Reporting feature as you can specify the parameters for creating the projects that meet the conditions required to allow the reporting feature to work.

These conditions are:

  • each Structure has only ONE Design OR if you must have multiple designs, the design you wish to be reported on has been set as the favourite.
  • The Designs created can only have ONE Primary Function
  • The selected designs are required to have a relevant BENCHMARK under “Function” tab at the Design level

For more guidance on how to use the Project Level Reporting feature, please click on the link below:

Project Level Reporting

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Related articles:

Data Import

Data Collection & Entry

Materials Take-Off: Managing differences between design information and eTool templates

Exporting schedules from Revit

Aggregating Data for Import 

Function: Bulk import and reporting

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