Overview
This guide outlines the process for duplicating deliverables and their components into a new discipline.
Prerequisites
Before starting, ensure:
- A new discipline has been created
- You have export/import permissions
- You understand which deliverables need to be duplicated
Phase 1: Prepare and Import Components
Step 1: Export Deliverables with Components
- Export the "Deliverable with Components" file
- Review the export and identify only the deliverables you need to duplicate
- Note which components are included in these deliverables
- Keep this file for later use in Phase 2
Step 2: Prepare Component List
- Export all components from the component library
- Filter this export to include only the components identified in Step 1
- Save this filtered list
Step 3: Handle En Dash Issues ⚠️
Critical: The en dash character (–) is not supported in component uploads.
- Search the filtered component list for any en dash characters
- Replace or remove en dashes from component names
- Common sources: manually created components
Step 4: Verify Component Sizes ⚠️
Critical: Ensure data integrity before proceeding.
- Verify that component sizes have the same names as their parent components
- If component sizes were renamed, restore them to match component names
- Mismatched names will cause data integrity issues
Step 5: Update and Import Components
- In your filtered and cleaned component list, change the "Discipline" field to the new discipline name
- Import this file
- Verify successful import of all components
Phase 2: Import Deliverables
Step 6: Prepare Deliverables File
- Return to the "Deliverable with Components" export from Step 1
- Remove all deliverables that you don't need to duplicate
- In the remaining deliverables, replace the "Discipline" value with the new discipline name
- Save the modified file
Step 7: Import Deliverables
- Upload the modified deliverables file
- If the upload fails, proceed to troubleshooting
Troubleshooting
Upload Fails: Missing Components
Problem: Deliverables contain components that haven't been created yet
Solution:
- Review error messages to identify missing components
- Return to Phase 1 and ensure all required components were imported
- Create any missing components manually or add them to the import file
Upload Fails: Duplicate Deliverables
Problem: Cannot edit existing deliverables, only create new ones
Solution:
- Identify the deliverable(s) that already exist in the target discipline
- Delete the existing deliverable(s) from the target discipline
- Upload the corrected file again
Upload Fails: Adding Multiple disciplines for the same Deliverable
Problem: Cannot add more than one discipline for the same deliverable
Solution:
- Check that you put all the disciplines under the same deliverable and that you don't mention the deliverable name twice
- Group the deliverables, delete the deliverable name is it's mentioned twice
- Upload the corrected file again
Important Limitations
⚠️ Key Constraints to Remember:
- Component uploads do not support the en dash (–) character
- Component sizes must match component names exactly
- Deliverable uploads can only CREATE new entries, not EDIT existing ones
- Uploading a deliverable that already exists in the discipline will fail
Quick Reference Checklist
Before Starting:
- [ ] New discipline created
- [ ] Component names checked for en dashes
- [ ] Component sizes verified against component names
Components Phase:
- [ ] Exported Deliverable with Components
- [ ] Identified components to duplicate
- [ ] Exported and filtered component library
- [ ] Cleaned component names (removed en dashes)
- [ ] Updated discipline field
- [ ] Successfully imported components
Deliverables Phase:
- [ ] Removed unneeded deliverables from export
- [ ] Updated discipline field in deliverables
- [ ] Checked for existing deliverables (delete if needed)
- [ ] Successfully imported deliverables
- [ ] Resolved any errors
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