The private and project classification features allow you to determine a custom classification system for all inputs on your projects. Private classifications are connected to your company account and can be used in multiple projects. Project classifications can be set up in individual projects and can be used by all project users irrespective of whether they belong to the same organization or not.

Results can then be displayed per these classifications similarly to tool-specific building part classifications. These custom classifications can for instance be used to show results for different sections of multi-purpose building types as well as different phases/facilities of the manufacturing chain in product calculations. However, you can adapt them for your own use cases.

Please note:

Project Classifications is a new feature available only in the new user interface of the data input page and is not supported in the old interface.

The Private Classifications feature is currently available only in the old user interface of the data input page, but it is expected to be added to the new interface in the near future. In the meantime, if you want to use custom classifications in the new user interface, you can use Project Classifications.

Pre-requisites for using project classifications are:

You can use project classifications in the "Project classification" column. When first starting a new project, the option "No classification" will be chosen by default.

In order to use the Project classifications, we first need to set up our classification system. This is done by clicking on the "More Actions button" and "Manage project classification" in the top-right corner of the screen.

You have the options to manually add your classifications or to import them using Excel. You will also be able to export your list of classifications, for instance if you want to quickly import the same classification system to a new project.

To manually add your classifications, click on the "Add classification" button in the top-right corner, or right-click to bring up the same action. A new classification row will be added and here you can specify the name of each classification option.

If you instead want to import data from Excel, press the "Import button" in the top-right corner and select the Excel file you want to import.

The Excel file only needs to contain the list of classifications, for instance:

Decide if you want to override your existing project classification system, or not, using the check-box. Confirm that you want to import your data. The classification system will then be uploaded to your project.

Save your classifications and go back to your design. You can always go back and edit your classifications later, including changing the name of each classification or change their order using this field.

Back in the design, you can now use your classification system. The available options in the Project classification column are now customised according to your specified classification options.

On the Results page, you will be able to use your project classifications in the Graph section. Select to use the Project classifications:

The classification system will then be used in graphs and the respective data table.

Pre-requisites for using private classifications are:

The main user of the company account can access Private Classifications from the Company Account page.

Click on 'Edit' in the row for Private Classifications to access and edit existing private classifications or create new private classifications.

Download the Excel template for determining the classifications. Enter each classification under the 'Classification Answers' column on a separate row.

First, fill in the name of the private classification system. Then click on 'Choose File' to select the Excel template with the private classification answers. Finally, click on 'Upload'. You can then rename the classification by clicking on the pencil icon next to the name of the classification list.

Once the classification list is uploaded, users on your company account can select the classification for any inputs on their projects.

On the results page, you are then able to change the classification to the Private Classifications of your company to see the results divided per these classifications.

If you have already created a private classification list and want to add new options to this list, then this is possible. Make sure that you do not edit existing classifications in your list, as this will erase the classifications you may have assigned to materials previously.

Download your classification Excel, add new options to the list, then reupload this.

In order to include your private classifications with your Excel imports, you will need to do two things.

Add a column to your Excel called 'ORGANIZATIONSPECIFICCLASSIFICATION'

Add the options which you have assigned as your private classifications (as shown above). You can find these by going to your private classifications, clicking on the spyglass and copying the 'Answer Id' entries.

Navigate to your company account, click on private classifications and click on the spyglass.

After you have clicked on the spyglass, the classification list will open. Copy the needed 'Answer Ids' and use these as your classification options in Excel.