Overview
Projects gives you a view into all operational and capital projects across your building or portfolio.
Find fault corrections and persistent improvements using Noda’s in-house building systems expertise
Prioritize projects and understand their impact on electricity usage, utility cost, and carbon emissions
Collaborate with our building systems experts to give your teams a boost
Report on progress across the building or portfolio (coming soon)
Getting Started
To get started with projects, navigate to the specific building that you would like to view projects for by selecting it in the left navigation bar. Then, navigate to the Projects tab to view all projects within that building.
Create a Project
To create a project, click on the "Create Project" button above the table on the left side.
Step 1: General
This step covers basic information about the project. Required fields include Title, Assignee, Priority (automatically set to Low), Status (automatically set to Draft), and Building (automatically set to the current building). Equipment is an optional field if the project relates to a specific piece of equipment within the building.
Step 2: Category
This step allows you to define the project category. Required fields include System Type (options include HVAC or Lighting) and Action Type (depends on the System Type).
You will also have the ability to select the Improvement Type, which is automatically set to Persistent improvement, but can be updated to Fault Correction. If you select Improvement Type = Fault Correction, then you will be able to add Potential Causes. You can also update the Date Identified, which will be automatically set to today.
Step 3: Diagnosis
This step requires you to enter a Diagnosis, which is the root cause of the issue. You also have the option to add any number of Recommended Actions along with additional Notes.
Step 4: Attachments
This final step allows you to attach images, charts, or documents associated with the project. Attachments can also be added later after the project is created.
Images will show up on the main project page to illustrate the project. These include annotated screenshots to illustrate the issue.
Charts can be selected from a dropdown of available saved charts for the current building. To create a Saved Chart, you must first navigate to the building’s Charts tab, creating a desired view with selected data points and time period, and click on Save to give the chart a title.
Note: Adding a chart to a project will create a copy of the chart specific to the project, but will not affect the original saved chart.
Documents include any spreadsheets or PDF documents that are associated with the project (ex. PDF, CSV, Excel).
Supported file types
Images: PNG, SVG, JPG, JPEG
Documents: JPG, JPEG, GIF, PNG, BMP, TIF, TIFF, SVG, MOV, MP4, XLS, XLSX, PDF, DOC, DOCX, TXT, CSV,
Max file size: 200 MB
Click Submit to create the project, and it will now appear in the Projects table.
Manage Projects
The Projects table provides an easy way to manage, prioritize, and view the projects identified in your building. The table lists key information for each project including:
Title: name of the project
Equipment: the specific piece of equipment impacted
Priority: can be set to Low, Medium, or High
Status: options include Draft, Needs Acceptance, Backlog, In Progress, In Verification, Completed, and Declined
Action Type: project category depending on HVAC or Lighting
Assignee: which user the project is assigned to
Identified: when the project was created
Last Updated: when the project was last updated
You can sort by any of these columns by clicking on the column header. You can also use the search bar or filter by Equipment, Priority, Status, or Assignee using the dropdown menus above the table.
View and Edit Individual Projects
In order to view or edit an individual project, you can click on the project’s row in the Projects table. This will open the Project details drawer, which displays all information about the project that were entered during project creation.
The header at the top contains all key information about the project. Here you can edit the Assignee to assign the project to a specific user, or the Status to change the project status.
The Overview tab shows the Diagnosis, Images, Recommended Actions, and Notes. You can edit any of these fields if needed.
The Charts tab allows you to view live interactive charts associated with the project. You can export these charts as a CSV or PNG, or save any updates to the chart. There will be an option to “Save current chart” or “Save as new chart”.
The Value tab allows you to enter the Initial annual estimate (kWh) associated with the project. This will automatically calculate the associated cost and emissions based on the utility rate and emission factor associated with the building configured by Noda during onboarding. You will also have the option to enter a custom utility rate or emission factor for this specific project. Once the project status is updated to Completed, then you will be prompted to enter a Final annual estimate (kWh).
Note: For Fault Correction projects, values represent one-time savings over a one-year period. For Persistent Improvement projects, values represent savings for a one-year period that would repeat every year.
The Documents tab allows you to view and manage any other supporting files associated with the project (ex. PDF, CSV, Excel).
The Activity feed on the right shows all recent updates and comments to the project, including the user and timestamp.
Collaborate
Comments
To help your team collaborate with each other and with Noda’s building experts, you can comment on projects. Tagging a user will send them an email notification containing the comment along with a link to the project. Users can be tagged by typing “@” followed by their name.
Notifications
If you are assigned to a project, then you will receive an email notification with a link to the project.
When a new comment is posted on a project, the project assignee and any users tagged in the comment will receive an email notification.