Import a Resource Structure

Implementation Tips

• The resource structure export produces two Excel files. The first file is the resource structure data. The second file is the resource calculation results data. If you want to import the resource structure data from another software tool into EVMax, you can use the EVMax export file as a model to build the data extract from the other tool. You can then set the calculation results for the resources once you have built out the resource structure. See Set Resource Calculations. You can also copy the calculation results settings from one resource to another. See Copy Resource Calculations.
• You can use the resource structure export and import options to create the resource structure data. For example, you could enter an initial set of resource structure data including the resource calculation results, export that data, and use Excel functions to copy, add, and edit the rows. Once you have produced the set of resource structure and resource calculation results data, you can import the data into EVMax.

1. Select Project Data > Resources in the Navigation Menu. The Manage Resources tab window displays.
2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the resource structure you want to import data into.
3. Click Import in the Ribbon Menu.

4. Navigate to the resource structure file you want to import, select the file and click Open. The import process compares the existing resource structure data to the data to be imported and displays the results in the Import tab window. Notice the Import Row check box and Import Status columns for each resource row. The Import Status column may be set to "No Change", "Insert", or "Update" for each row depending on the content of data to be imported.

   Tips:

   The data in the resource structure does not change until you click Import, so you have an opportunity to scan the columns and rows for any potential errors or unexpected content. You can change the Import Row check box setting to exclude rows you don't want to import. Or, cancel the process and make corrections to the file before you import the data.

   Notice the Back option in the Import tab window. Clicking Back displays a Mapping tab window. For each resource structure Required Column, map it to the applicable import File Column from the dropdown. Once you move to the Mapping tab, you must complete the mapping. Click Next to move back to the Import tab window.

5. Click Import. A Messages window displays the results of the import process. Read the messages to verify the resource structure imported without any errors.
6. Click OK. EVMax assumes you want to import the resource calculation results as the next step in the import process.

7. Navigate to the resource calculation results file you want to import. Assuming you followed the file export naming conventions, the file includes the text "_calc" in the file name. Select the file and click Open. The import process compares the existing resource calculation results data to the data to be imported and displays the results in the Import tab window. Notice the Import Row check box and Import Status columns for each row. The Import Status column may be set to "No Change", "Insert", or "Update" for each row depending on the content of data to be imported.

   Tips:

   Depending on what you want to do, you don't have to import the resource calculation results when you import the resource structure data. Simply click Cancel instead of selecting the calculation results file to import. You could also just import the calculation results data and not the resource structure data.

   The resource calculation results data does not change until you click Import, so you have an opportunity to scan the columns and rows for any potential errors or unexpected content. You can change the Import Row check box setting to exclude rows you don't want to import. Or, cancel the process and make corrections to the file before you import the data.

   Notice the Back option in the Import tab window. Clicking Back displays a Mapping tab window. For each resource calculation results Required Column, map it to the applicable import File Column from the dropdown. Once you move to the Mapping tab, you must complete the mapping. Click Next to move back to the Import tab window.

8. Click Import. A Messages window displays the results of the import process. Read the messages to verify the resource calculation results imported without any errors.
9. Click OK.
10. Optional. Close the Manage Resources tab.