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Panelboard Configuration - Overview - Publish Sandy Articles
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Panelboard Configuration - Overview

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

CNTRL + 1 Key

To move to the panel tab

6

CNTRL + 2 Key

To move to the section / main tab

7

CNTRL + 3 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 CNTRL + 2). 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 CNTRL + 3). 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.

Click on the respective section to switching between.

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
This article was:  
Also read
item How to use global settings to set defaults values for the attributes for panelboard during configuration?