Data Flows
An expanding set of features for data management that provide different ways for data to flow in and out of the DDx.  


Batch Import 
Firms with internal portfolio project databases can generate an export of all the DDx fields for their projects in either XLS or CSV format.  Next, they can go to the > My Account screen, and scroll down to the Batch Import section.  Selecting Batch Import takes you to the upload screen, where the file of projects can be selected.  in addition, the reporting year can be selected (current year is the default), and notes can be associated with the import.  Batch Import is a two step process.  The first step is data validation check on the projects that are being imported.  The Data Validation Report displays any Errors and/or Warnings.  The Errors are required to be resolved before the second step of importing the data can successfully be completed.  The warnings are optional, although it is recommended that they are addressed.  .  

After any errors are addressed and a decision is made whether to address the warnings or to ignore them, then the projects can be imported into a firm's portfolio.  A summary table is provided at the end of the process to confirm the number of projects that were successfully imported.  For additional information, please see the related section and/or the Batch Import Guide.


AIA 2030 DDx API 
The ability to import a set of project data fields directly from an energy modeling tool is the first feature being exposed in the AIA 2030 DDx API.  The energy modeling tool import feature allows a project that has been created in an energy modeling tool by the architecture firm and/or project team members to be added or updated to the firm’s account in the AIA 2030 DDx database.  The API provides a one directional data import feature via REST based web service (energy model to DDx). 

Submit Portfolio 
Allows a firm to evaluate and complete the portfolio submission process for the AIA 2030 Commitment reporting,  The feature is located on the PORTFOLIO screen in the upper right, above the project controls filters.  When selected a "Submit Portfolio" table is displayed (see below), displaying the firm's status related to the different project categories, if they are "In Progress" or "Submitted", and the totals.  When all projects for the current year have been submitted, the firm can select the checkbox below the table, if this represents the firm's full portfolio (all projects over the course of the year that have had a design and/or construction phase).



Advance Project(s)
Provides the ability to advance multiple projects that have previously been submitted.  The Advance feature copies the previous project phase input values (so you don't have to), and advances the project phase and reporting year, if applicable.  Once a project phase is advanced, then it can be edited as needed.  The intent is that you are editing fields versus inputting all the values.

Select the desired projects on the portfolio screen (checkboxes), select > Advance, confirm and/or edit the defaults that appear in the dialogue box, and then select Advance (image below).  



Export 
Provides the ability to select one of five current options to EXPORT single, multiple or ALL projects in a firm's portfolio for select or ALL input fields in either CSV or XLS format.  The feature can be accessed from the Portfolio screen, which displays a dialog box.  Step 1 is to select an "Export Option", and step 2 is to select the "Export Type".  

Possible Export Options:

  1. Export ALL projects for ALL General Input Screens
  2. Export ALL projects for ALL Project Table Columns
  3. Export Selected projects for Selected Columns
  4. Export ALL projects for ALL General/Envelope/HVAC Screens
  5. Export Selected projects for ALL General/Envelope/HVAC Screens

Notes:  

  • The Export options for "Selected Projects" will appear grey and cannot be selected if no projects had previously been selected (checkbox) on the Portfolio table.
  • General Input refers to the main input screen for all three project categories (Non-Residential, Residential, and Interior Only)
  • General/Envelope/HVAC Screens refers to the "General Input" screen as well as the other "Detailed Input" screens for eitehr Non-Residential or Residential projects.



ENERGY STAR Target Finder link to calculate baseline 
Provides the ability to calculate the baseline for a project using the ENERGY STAR Target Finder calculation methodology.  Once certain required inputs are provided, the use type(s) are selected, and the associated use type areas are defined, then when "Define Baseline: ENERGY STAR Target Finder" is selected, and the Target Finder dialog is launched.  Depending on the use type(s) selected the dialog will display input fields that are required to successfully complete the Target Finder calculation.  When the inputs are completed for all use types associated with the project, select "> Calculate", and the resulting Target Finder baseline calculation will be displayed in the Baseline EUI field.