This feature allows you to determine a custom classification for all inputs on your projects. Results can then be displayed per these classifications similarly to tool-specific building part classifications. Private classifications can 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.
How do you use private classifications?
Pre-requisites for using these are:
Having an Expert license
Having created a company account (how to set up a company account)
To add, publish (make available to others on the company account) or edit private classifications, you need to be the 'Main user' of the company account (multiple users can be set as ‘Main users’).
The main user of the company account can access Private Classifications from the Company Account page.
Open your company account and navigate to the 'Data management' tab
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
Download the Excel template for determining the classifications. Enter each classification under the 'Classification Answers' column on a separate row.
Upload the Excel template
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.
Frequently asked questions
How to expand your private classification list?
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.
How can I assign private classifications automatically with my Excel import?
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.