Trades

The trades in Nialli™ Visual Planner represent the crews or disciplines responsible for completing activities. Each trade has its own background color and contact information, making it easier to assign and coordinate tasks throughout the plan. 

Access the trade settings 

1. Click the Nialli logo to open the side menu.
2. In the side menu, under the Settings section, select Trade.
3. You will see the Trade tab, which includes:
   • An Import from file button 
   • An Import master trades button
   • An Add trade button
   • A table listing all existing trades 

Each row in the list contains: 

• • Trade name
  • Contact name 
  • Email 

• • Phone 

• • Edit icon — to modify trade details 

• • Trash icon — to delete the trade 

The background color of each row reflects the assigned trade color. 

Add a trade 

When you add a trade, you also add a list of the disciplines that will be setting activities and doing the work. In the Users section, people will be assigned to one or more of these trades and this gives them access to the plan.  

To add a new trade: 

1. Click the Add trade button. 
2. In the Add trade form, complete the following fields: 

• • Name — the trade or discipline name 

• • Contact — the main point of contact 

• • Email — a way to reach the contact 

• • Phone — a contact number 
  • Color selector — a color for the trade (it will be circled in blue) 

• • Active toggle — turn off if the trade is no longer active but you want to retain it for historical records or activate it at a later date 

           3.   Click Save to create the trade or Cancel to discard changes.

 

Import trades from a file 

To bulk import trades: 

1. Click the Import from file button on the Trades panel.
2. Only plan administrators have access to this option.
3. Download the official Excel template to ensure the format matches system requirements. Data must be entered as shown or the import will not function.
4. Browse to the Excel® or CSV file and open it. 

All imported trades will: 

• Include contact details (if available).
• Be assigned a default color of gray.
• After the trades have been imported, plan administrators can edit each trade and assign a unique color as needed. 
  

Edit a trade 

To modify an existing trade: 

1. Go to the Trades tab under Settings. 
2. Find the trade you need to edit in the list.
3. Click the Edit icon (pencil) next to the trade’s name.
4. In the Edit trade dialog, update the following fields as needed:
   • Trade name — Ensure the name remains unique.
   • Contact name — Update the primary contact person.
   • Email — Modify the contact email address.
   • Phone — Change the contact phone number.
   • Color — Select a new color for the trade. Colors already assigned will display a checkmark but can still be selected.
   • Active toggle — Move the toggle to indicate the trade’s active status. Inactive trades will not appear in the selection list when creating activities.
5. Click Save to apply the changes or Cancel to discard them. 

Delete a trade 

To remove a trade: 

1. Go to the Trades tab under Settings. 
2. Find the trade you need to delete in the list.
3. Click the Trash icon next to the trade’s name.
4. A confirmation dialog will appear, displaying:
   • The number of tags and milestones associated with the trade.
   • A warning: “Deleting this trade will affect report history accuracy.”
5. Confirm the deletion to proceed or cancel to retain the trade. 

Import trades from external portal 

To bulk import trades: 

1. Click the Import master trades button on the Trades panel.
   • Only plan administrators have access to this option.
2. Trades will be selected from the connected Administration portal which has been populated with approved trades by the subscription administrator.
3. All imported trades will:
   • Include contact details (if available).
   • Be assigned a default color of gray.
4. After the trades have been imported, plan administrators can edit each trade and assign a unique color as needed.