Planning Page

Planning Page



The Planning Page is where you manage the setup of equipment for each floor of your project. It allows you to view and adjust what equipment is planned, including different types and quantities. You can explore various views to see your plans grouped by system, site, or in a simple list, making it easier to keep track of and modify your project’s equipment layout.

Planning Page

The "Planning" section is where initial project planning is performed. Here you will have the ability to view and modify the types of equipment that are planned for integration on each floor.



Adding a New Plan to Projects

To add a new plan from the Planning Page > click + Add New Plan from the right side. On the left section of the New Device page, which opens up once clicking on Add New Plan, you will see the list of all areas without planned devices.


To add a new plan for devices, their category, type, and quantity, from the left section, select the area of your choice. On top of the right section:

  • Choose System(e.g. Electrical, Elevator, IoT, Mechanical, Plumbing, Temperature Controls).

  • Choose Type (e.g. Ahu, Vav, Heat Pump, Fan, BTU Meter, Network Thermostat, Chiller, Unit Heater, Boiler, Loop System, Tank).

  • Enter Quantity


Click on the plus icon and your devices category will show up on the list. The right section will show you the quantity of all planned devices in red.


Edit and Delete Devices

To Delete a category of devices click on the trash canicon > click Yes, Remove. To Edit the device's number, click on the pencil icon and you can Edit the Device Count.



Repeat the same actions for each area. If you have an identical quantity of devices, categories, and types on multiple areas you can copy-paste by clicking Copy from the main page of the area you want to copy (e.g. Floor 6). Select the area/s you want to paste (e.g. Floor 11, Floor 12, and Floor 14), from the Choose Area(s) page.


Now you have copy pasted Categories, Types, and Planned Quantity of devices from Floor 6 to Floor 11, Floor 12, and Floor 14.

Planning Page Views

The default view is called “Group by System & Type.” Other available views include “List View” and “Grouped by Site.” These views are organized into different main pages:

  • Group by System & Type

  • Grouped by Site

  • List View 



Group by System & Type View

At the Group By System & Type view, you will see the list of devices’ System & Type and their Quantity.


Expanding each row will show you a drop-down list of all areas associated with the system & type and the planned quantity for each area. Click on the three dots on the right side and select "Edit" to change the quantity of devices for each site, or delete to delete the Plan.

InfoPlease note that if you delete the plan this action will remove all the devices associated with this plan.



Grouped by Site View 

On the Group by Site view, you will see all areas and all devices planned to be installed in that area.




Expanding the area will show you a drop-down page of devices and their:

  • System, 

  • Type, 

  • Quantity,

  • Edit Buttons.



To edit the planned quantity from the list of each area's devices, click on the three dots at the end of the row.

  •  Click on the “Edit” button.

  •  Write down the number of planned quantities of devices.

  •  Click on the “Save” button to save the changes



For a more detailed view and to be able to edit devices of each area click on the pencilicon at the end of the site row.


On the page that opens up, on the left section you will see the site name and the number of all devices in that site. Also, you can expand the list to see the floors and select where you want to add the devices.  In the right section of that page, you will see the System, Type, and Planned Quantity of devices in the selected area.

Clicking on the pencil icon at the end of the device's row lets you adjust the planned quantity of devices. To delete the device count open three dots and click Delete.



List View

On the List View, you will see 5 columns (Site, Area, System, Type, Planned Quantity).


Editing and Deleting Device Quantities

To Edit the Planned Quantity of Devices:

  • Locate the Area:

    • Find the area in the list where you want to make changes.

  • Click the Three Dots:

    • At the end of the row for that area, click the three dots (page icon) to reveal additional options.

  • Select “Edit”:

    • From the page that appears, choose the “Edit” option.

  • Update Quantity:

    • Enter the new planned quantity of devices in the field provided.

  • Save Changes:

    • Click the “Save” button to apply the updated quantity.

To Delete a Device Count:

  • Find the Area:

    • Locate the area with the device count you wish to remove.

  • Click the Three Dots:

    • Tap on the three dots (page icon) at the end of the row for that area.

  • Select “Delete”:

    • Choose the “Delete” option from the page.

  • Confirm Deletion:

    • Follow any prompts to confirm the removal of the device count.

These steps allow you to efficiently manage and adjust the quantities of planned devices in your project, ensuring your equipment plans are always up to date.


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