Adding and Editing Planned Assets

The following instructions and guidance are for flexible service providers (FSPs) who have planned assets for an active competition which need to be uploaded onto a Piclo account, or for when existing planned assets need to be edited. If you're adding or editing operational or in development assets, please see Adding and Editing Assets

The planned asset file upload is a new Piclo feature. If you added planned assets to your Piclo account prior to the 21st of February 2022, you will need to update your planned asset data. Please see additional details on this within Planned Asset Data Update.

Planned assets can be added when there is an active competition on Piclo and a FSP would like to add prospective assets into a live competition zone. This should assist FSPs with the qualification process for competitions. There are not as many data points required to add in a planned asset when compared to operational or in development, to assist FSPs during this planning stage of flexibility asset(s). 

Please note that planned asset(s) must be associated with a live competition (the competition ref. and system operator name will be required within the file. Competition ref can easily be found for every competition in the live competition download found on the map dashboard ) and therefore a FSP cannot add planned assets which are not associated to a specific competition. Once competitions are removed from the platform, the planned assets associated will no longer be visible on the map, however you’ll still be able to see them in your existing asset download. You can now add portfolios of planned assets in one single line on the file, rather than having to list each planned asset individually, as long as the data points are the same for the portfolio (e.g. asset category and type is the same). 

In this article

Downloading the Asset Template

  1. Go to the Manage > Assets
  2. To upload new assets, download the latest template by selecting "download latest template"
  3. To view and edit existing assets, select the download button next to ‘download existing assets’, located in the top right hand corner. 

Input Asset Data

  1. Once the correct asset file has downloaded, open it and read the "READ ME" section on tab one before starting to fill in data on tab three, 'Planned Assets'.
  2. Fill in all the required details and/or edit any data points which require editing, and save the file as xlsx. Remember that the more detail you provide, the easier it will be for the system operators to qualify those planned assets.  
  3. Each column has details at the top including; a brief description of the data required, whether the field is required or optional, any restrictions within the cell and an example of how the data should be input. Do pay attention to these to assist in avoiding mistakes while inputting the data.

Upload Asset File

When all the required data and edits have been made to the file, return to your Piclo account and upload that file via the ‘choose file’ button. Once the file has finished processing (this can take a few minutes), a new row will appear in the file history table.

Within this row there are four columns to pay particular attention to; ‘created’, ‘error’, ‘updated’ and ‘unchanged’. These columns should correlate with the data inputted within the asset file. Successfully created assets will appear automatically on your dashboard, but can only be viewed when the specific competition has been selected. The successful assets will only be visible to the SO of that network area. 

Troubleshooting Errors

  • If the number of created, updated or unchanged assets doesn't match with your expectations, check the number of ‘errors’ / read the error message(s). Select the ‘view’ button which will open a dropdown showing the row details which have resulted in an error.
  • Follow any suggestions presented where errors have occurred. This will require returning to the file that you just uploaded to cross reference the current asset data to the ‘asset row’ number which identifies which asset had an error. 
  • Once all errors have been addressed, save that file and reload it to the account using the upload asset file process.
  • If errors persist or it’s not clear what the solution is, do contact support@picloflex.com for help. 

Top Tips for Uploading 

  • Deleting a row in your file, will not delete the asset(s) within the Piclo platform. If you do wish for an asset to no longer appear on your map, you will need to archive your asset (in column E, asset status). 
  • The 'Competition Ref' (Column C- Target Competition) is required to identify the target competition for your planned assets. The competition ref can be found via the live competition data, available to download at the top right hand corner of the map page.
  • Planned assets can be archived by a FSP in the same way that operational assets get archived
  • If you want to change the asset ref of an asset, please copy the old asset ref name into column AH, ‘previous asset ref’. Then type the new name into column C, ‘asset ref’. Each asset ref must be unique and will cause an error should the same asset ref be used for two assets, even if one of those assets is archived.

What happens once a competition closes?

Planned assets are linked to only an active competition round and a specific competition zone. Once the specific competition has closed, the relevant planned assets associated to it will automatically be archived. If a FSP should ever wish to use the same planned asset details again, the details can be found in the existing assets file and adjusted to the next competition round. This should assist FSPs who have lots of planned assets as they will not clutter or confuse your piclo map. 

What happens when planned assets win bids?

If planned asset(s) successfully win flexibility contract(s), the asset(s) should then be added to the Operational & In Development Assets tab within the asset file. They will be added as in development until the assets are operational (when the status should be updated once more).

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