Inside Sales PLT : Advanced Panelboard Configuration

This article provides overview of panelboard configuration with enhanced features with more than 100 improvement ideas from channel partners and sales to make panel takeoff more efficient.

Global setting/defaults to speed up jobs with many panels
Circuiting panel / Changing breaker placement is easier
Placing breakers across kits in the P2 panel is a lot easier
Easy to add multiple sections
Implemented most voted channel feedback/ideas from the feedback tool to improve productivity and ease of use

1. Create a new quote or open an existing quote and click on the "Add Products" from action menu.

2. Then click on the "" to launch the panelboard.

3. On doing so, the following is available for the user.

4. Option available to the user to configure

#	Keyboard Keys	Action
1	Tab Key	To move to the next attribute for selection
2	Shift + Tab Key	To move to the previous attribute for selection
3	Space key	To check or uncheck the check box ?
4	Down Arrow or Up Arrow Key	Selection of value ?
5	Shift + P Key	To move to the panel tab
6	Shift + S Key	To move to the section / main tab
7	Shift + L Key	To move to the layout / design tab
8	Shift + A Key	To navigate to the general tab
9	Shift + B Key	To navigate to the interior tab
10	Shift + C Key	To navigate to the front and enclosure tab
11	Shift + D Key	To navigate to the nameplates tab
12	Shift + E Key	To navigate to the panel type tab
13	Shift + F Key	To navigate to the paint tab
14	Shift + G Key	To navigate to the product service tab
15	Shift + I Key	To navigate to the quantity attributes for entry
16	Shift + H Key	To navigate to the devices attributes for selection
17	Shift + J Key	To navigate to the amperage attributes for selection
18	Shift + K Key	To navigate to the pole attributes for selection
19	Shift + M Key	To navigate to the installation attributes for selection
20	Shift + N Key	To navigate to the accessories for selection
21	Ctrl+ Enter	To add breaker (to click "Add Branch")

5. To have the default values sent to the attributes, we have the global setting/defaults to speed up the the configuration as shown below which can be enabled from the following option.

Click on the setting as shown below from the task menu. []

On doing so the following is available to the user. Select the "Drawing Preferences" to set complex configurators.

Drawing preferences can be set the following products in COMPAS Go

#	Products	Attributes
1	Switchboard	Mechanical/Electrical View Circuit Schedule Application Engineering Report Reference and Wiring Diagrams(s) Nameplate Schedule/Details
2	Panelboard	Mechanical View Electrical View Circuit Schedule Application Engineering Report Nameplate Schedule
3	PowerMod	Mechanical/Electrical View Electrical View
4	Busway	Primary Requirements Application Engineering Report
5	LVS-RCS-USS	Mechanical View Electrical View Circuit Schedule Application Engineering Report Nameplate Schedule Transformer Requirements Additional Notes Circuit Schedule Detailed
6	MCC	Mechanical/Electrical View Rear View Mechanical/Electrical Unit Schedule Nameplate schedule Abbreviations and Notes Shop Notes
7	MCC Unit Only	Mechanical/Electrical View Unit Schedule Nameplate schedule Abbreviations and Notes Shop Notes

After selecting the preferred attributes, click "Save" to have them applied to all the projects drawing generations. If user wants to view the drawing preference from a quote during drawing generation, it is possible. Also the settings can be modified. To do so, click on the action menu from the quote and select the report. On doing so, the following is available to the user to view or modify the drawing preference.

6. User can navigate to the "Section / Main" tab after click the tab (or use shortcut key Shift + S). Following is displayed to the user.

- Used to create main and sections. Additional section is created with a single click.

- Used to create branches or devices to the configuration.

7. Action that can be performed by user

#	ICON	Action
1		To configure the modification attributes
2		Add main / section to the configuration. Simplified to create multiple section.
3		Indicates the total poles for the section or device/branch
4		Price of the device/branch or section
5		View configuration
6		Configure the breaker/branch or the section
7		Delete the section or the breaker / branch
8		Add branch device to the configuration
9		Copy a device or branch
10		Indicates the branch or device that is copied
11		Duplicates the branch / breaker
12		To clear all the copy actions
13		Used to paste the branch / device that is copied

8. After completing the configuration following is displayed to the user.

On completion of the configuration, the following information is available to the user.

#	Information displayed	Description
1		Price for the completed configuration
2		Size for the configured configuration used during commissioning
3		Lead time for the configuration

9. Click on the Layout / Design (or use shortcut key Shift + L). On doing so the default page is available to the user.

Clicking on the electrical view, the following is available to the user.

Clicking on the Manual Layout following is available to the user.

Actions that can be performed by the user.

#	ICON	Action
1		Move device to workbench
2		Move all the devices to workbench
3		Refresh Layout
4		To view workbench
5		Refresh drawing
6		View fill screen
7		Select Kit to merge
8		Move to workbench
9		Configure the kit properties
10		To toggle between the sections
11		Workbench to do manual placement

Placing breakers across kits can be done by selecting the kits across sections. [ ]

Clicking on the drawing details tab as shown below is to add/view information for the following

Nameplate Schedule
Nameplate Details
Circuit Schedule
Circuit Schedule Detailed
Abbreviations Electrical View
Application Engineering Report
Designations
Notes Mechanical View
Notes Electrical View
Revision History
Title
Panelboard Components

Click on the drawing tab to view the engineering drawing for the configuration.

10. On completion, the panelboard configuration can be added to the quote. Select the following options to from action menu.

#	Products	Attributes
1		Used to create unassembled panelboard when adding to quote
2		Used to create new configuration by discarding the existing
3		Save the configuration
4		Used to save as new configuration in the quote
5		Saves the configuration and create a new configuration
6		Saves the configuration and has the existing configuration to do modifications
7		Delete the existing layout and refreshes the drawing based on the configuration
8		Used to save and close the current configuration
9		Close the existing configuration without saving
10		Download the configuration in DXF format
11		Download the configuration in Revit format

Video for the panelboard configuration

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