ElectroPlan Helpful Hints and How-To’s
Open a Project
Click this tool-bar button to open a widow which lists all the projects in the system.
The system will compile the list of projects and images once per launching of ElectroPlan, after that the list of projects is modified as project files are saved and deleted. This saves time when you need access to projects to reload a project or import from an existing project.
Searching for a Project – At the top left-hand corner is a case sensitive search box. Type the first characters of a project’s name to find the project by name. The list will change to show only projects starting with the letters typed into the search box.
The projects are listed initially in Project Name order. The order can be changed … see below. Once you have found the project – double click the line of the table or click the Open Project button.
Finding a Project using the Client Details — The columns of the project list show Company Name, Client Contact, Phone Numbers and Project Reference. To change to order of the list – click the column heading of the data you want the listing to be in. Clicking a second time will reverse the list order.
Importing Content from another Project — Find the project to import from as above then click the Import from Project button to bring up a selection screen of the data that can be extracted. (Client Data, Description of Work, Project Notes, Additional Items or a Selected Plan and its components and additional items – lines, images, text etc.).
Deleting a Project(s) — Locate the project in the list as above and click the Delete Project button. To keep just the latest version of a project – Highlight any one of the saved versions and click the Delete All But Latest button.
Saved Versions – Each time a project is saved the system optionally saves to a new file name which includes the date and time of the save. If you don’t want to have the system save a version of a project every time you do a Save, go to the Tools and Settings window and then to the Settings and Options tab and select a suitable option from the Project File Save Options drop-down box. (see also Saving a Project)
Housekeeping of Plan Image Files — There is additional tab that shows all the plan image files in the system an which projects in which they are used, and the number of times they are used. The list also includes images that are described in the project data file but are not actually present in the system.
Individual images can be deleted by highlighting the image in the list and clicking the Delete Image button.
There is also a button to Delete Unused Images to clear out all images that are not used in any project.
Deleted image files are sent to the Windows Recycle bin, or not, according to the setting Send Deleted Files to the Recycle Bin in the Tools & Settings panel.
The project information tab is always present on screen with its tab to the left of all the plan tabs.
Click on this tab to see, enter or change any information about the project ….
Client Details / Project Reference – Quote/Estimate/Proposal/Invoice plus reference / Price and Cost Information / Component Price Total / Additional Items / Project Notes / Safety Certificate / Certificate of Compliance Information / Update Prices / Project Mark-up Factor
The Update Prices option can be used to update prices to the current calculation done in the Component Calculator or with reference to a defined Product Range.
The Additional Items are listed in the Component List section of the project export document after the actual Component List for the project.
Additional Items are intended to be used for anything that is not represented on a plan by a Component.
Heading – The heading of this section can be altered from the default of ‘Additional Items’ There is also an Extra Text line that can be used to add additional information about the Additional Items.
Items that are marked as ‘Yes’ in the ‘Show’ column will be included in the Component List documentation page.
Click in the ‘Show’ column of an item for a drop-down list to set the status of an item.
Items that are classified as ‘Yes’ in the ‘Value’ column will have the Total Cost included in the Component List documentation page if the item is set to be included in the list.
Click in the ‘Value’ column of an item for a drop-down list to set the status of an item.
* The values are always included in the total value of the project.
* The Item Numbers are assigned each time the project is loaded. Edit these numbers to control the order of the items.
* The default settings above will be saved and recalled for future use.
* Commas are deleted from the description text.
Component Selector: At the left of the screen is the Component Selector. There are multiple tabs with various categories of components.
Select the Category and then click the component you want to use. The description, icon and price of the selected component are shown at the top of the panel.
Component Placement: The component is placed on the plan by clicking on the plan where it is to be located. The shape of the mouse cursor during placement and moving of a component can be set to one of 4 options (See Tools and Settings > Settings and Options) – Grey Square, a Square Outline, a Hand Pointer or the image of the component being placed, so you can see where it will be placed. Place components one after another on the plan if more are needed by just clicking where they are needed.
If the plan grid is on (see Toolbar section for the Grid Line Guide) the icon for the component is placed so that the top left corner of the icon is on the nearest intersection of the grid lines or a point midway between the intersections. This allows for easy lining up of component icons. If the plan grid is off then the component icon is placed so that the top left hand corner is where the mouse pointer is located. This allows for very precise location against the walls of a plan.
The component is immediately included in the project so that all the prices, component counts, legend etc. are updated.
Moving a Component:
- Move the mouse pointer over the component to be moved, the mouse pointer will change to a hand with a pointing finger.
- Click and hold down the left mouse button, the mouse pointer will change to a grey square the same size as the icon to indicate that a move is under way.
- Keeping the mouse button held down, move the component to its new location and release the mouse button. The icon will be re-placed on the plan.
Note: The new location must be outside the boundary of the current component location. This means for very short moves it is best for the initial click to be at the corner of the icon closest to its new location.
Deleting a Component: Right click the component to delete it. If the system setting to confirm component deletions is on, then there will be a confirmation message. If not them the component is immediately deleted and all the project totals are updated.
Changing the Details of a Placed Component: Double Click a component to open an edit window to change the details of the component — Special Price, Add a Comment, Rotate the Icon.
Special Price: The price for that instance of the component on the current plan – useful for costing something special for this component – Choice of component by the client, a longer cable run, etc etc.
Comment: A note about the component which will be included in the component list in the documentation for the project.
The special prices and comments can be optionally copied to other components of the same type on the current plan. Click the check boxes to select what is copied. This makes it possible to re-price and comment a feature quickly if it applies to all components. eg a special light fitting or quality switch panel chosen by the client.
Icon Rotation: For components that have a direction, like lights and sensors. Make it clear on the plan what is being illuminated or the area being scanned.
- Connecting Lines
- Alignment and Spacing
- Connection Curves
- Adding Text or a Memo
- Cable Paths Link to …Cable Path Calculations
- Component Label
Hold down the Control key (Ctrl) while you left click a component which has been placed on a plan, this selects the component and paints a red triangle in the upper left hand corner, as shown on the kitchen light switch in the image, and opens the Selected Components window.
If you click another component in the same way this gets added to the list of selected components and shows a pink colour in the corner of the icon.
You can select as many components as you like. The kitchen lighting components in the image are all selected.
Alternative selection methods …
- Hold down the Shift key and use the mouse cursor to draw a rectangle on the plan to select a group of components.
- Make sure the rectangle is started not on a component but on clear space on the plan.
- The options for the selected components are the same as if the components were selected by the previous Ctrl+Click option.
- Having selected a group this way you can select additional components to add to the group.
- The closest component to the start of the rectangle is the component highlighted in red ie it acts as the first component selected for options like Align and Space.
2 – Selecting all the Components of one type …
- Select one Component of the required type.
- Click the button Select All Same Comp. – All the components on the plan of the same type will be selected
- This is very useful for swapping all components to a substitute ie light fittings
3 – Selecting all the Components of one Category…
- Select one Component of the required Category.
- Click the button Select All Same Cat. – All the components on the plan that belong to this Category in the Component Suite will be selected
- This is very useful for moving all lighting or power components to another plan.
Having got a collection of components selected there are various things you can do with them as a set …
(Have a look at the buttons to the right of the selected component list in the image.)
Swap all the components for another (this would give an ‘Upgrade’ function to another range of lights etc)
You can reverse the swap as well.
Connect the selected components with lines of the selected type, including the ‘Connection Curve’
The lounge lights in the above image are already connected, and the kitchen lights are ready for the drawing operation.
If there are already lines between the components then these are deleted first.
Click the button to open the line configuration window to set the line draw characteristics.
Undo the Line Connect.
Note: Lines drawn using this method are linked to the components so that if the components are moved the lines are moved as well. If a component is deleted then any lines linked to the component are also deleted.
Note on Connection Curves: As the Connection Curve is a curve it can come into contact with other components which are not actually connected. To avoid confusion change the characteristics of the curve (colour, solid/dashed/dotted, width) to make it clear which components are connected.
Delete lines between all selected components.
Align Horizontally or Vertically.
Space evenly Horizontally or Vertically.
Undo the Align and Spacing functions and restore to original positions.
Click the Adjust Position button then move the selected component(s) one pixel at a time in any direction using the arrow keys on the keyboard. To turn off this function once the correct position is arrived at, just press any key besides an arrow key.
Move the selected components to a new plan with the same image or to another existing plan. If there are lines connecting the selected components then they are moved as well. Lines connecting selected components and any other components are deleted.
Cable Paths – Follow this link to ...Cable Path Calculations for more information.
Steps to create a Component Label …
* Hold down the Ctrl key and click the component to be labeled.
* Click the Add Component Label button and the Line Configuration window opens with the Path / Type set to Component Label.
* Set the characteristics of the label
Line and Border Type, Colour, Width, Text Size and Font and Label Text.
* In the Selected Components window – click the Add Comp. Label button and the label will be created.
The component and its label can be moved to any location. The connecting line will be re-drawn between the two items.
To Delete a Component Label – Right click as for a component. If the Component is deleted hen the label will also be deleted.
To Edit a Component Label – Select the component and then click the Edit Comp. Label button.
This will open the Line Configuration window. Adjust the settings and click the Apply button.
Quicker Options when doing lots of Line Drawing …
If you are doing lighting plans with lots of connection lines to draw, there are two options to speed the process up by automatically closing the Selected Components window each time.
At the lower edge of the Selected Components window there is a drop-down menu with 3 options for the closing of the window after a line draw.
- Default Close – the window will close only when the close button is clicked – Default setting.
- Close after Line Drawing – the window will close after a line draw id done.
- After Draw on Ctrl key up – (Super fast option) – the window will close when the Control key is released after the last component is selected.
Saving a Project
As changes are made to a project this button is enabled to indicate there are unsaved changes. If you try to exit the system, open a new project or export documents without saving the changes you will be prompted to save the project. If you do not want to save the changes then click the appropriate button in the message window to bypass the save function.
Save Options and Project Backup Files– The date time the project is saved is recorded in the project filename so that you can recall a project development at a previous stage of development. When you open the “Find a Project” window with the Open Project button you will see the project save time as part of the project name. If you do not need to keep these intermediate saved projects then delete them using the Delete Project button. Note – this will only delete the project file it will not delete the plan images as they will still be needed for other projects of the same name.
Project Save Options – By default the system saves a project to a new version with the date and time as part of the filename. This option can be changed – go to the Tools and Settings window and then to the Settings and Options tab and select a suitable option from the Project File Save Options drop-down box. Select from ‘Retain Previous Version‘ (default) or ‘Delete the Previous Saved Version’ or ‘Offer choice of Delete or Retain Previous Version’ as required.
Saving a Project under a New Name – To rename a project, just change the project name on the Project Details tab and click this toolbar button.
AutoSave – Project details are saved in the background as you work in case of a power failure or other computer malfunction. The trigger for the AutoSave action is dependent both on an internal timer and on the number of changes made since the last project save action happened using the Save Project toolbar button. An AutoSave is also done prior to any Component Editing or Addition.
The timing and activity levels can be set by the user … see the Tools and Settings section for more details. The file name created by the AutoSave is ‘AutoSave ‘ followed by the project name and is located in the normal location for project files (C:/ElectroPlan/Projects by default).
If the system finds such a file at startup it will be shown in the opening window and the project can be re-opened.
If you change the name of a project, any AutoSave file created while it had the old name will be still in existence. To remove these from the system click the ‘Open Project‘ toolbar button and then type ‘AutoSave‘ in the Name Search field. This will show you only the ‘AutoSave’ files, then you can delete them using the ‘Delete Project‘ button.
The default installation location for ElectroPlan system is in the folder – ElectroPlan located on the C: drive of your computer.
This folder contains the main system files and five sub-folders:
- Components – contains the component configuration file and component image files.
- Documents – contains the files that are used for Documentation content.
- PlanImages – contains the images used for project plans.
- Projects – contains your saved project files.
- Quotes – the folder reserved for PDF export files. This folder may also contain some sample document export files.
All of these folders and your selected location for export files should be backed up (ie copied to another location) to protect your projects from accidental loss or hardware failure. The easiest way would be to have a USB device(s) to which the C:/ElectroPlan folder and all content (including sub-folders) is copied.
Moving your work between computers :
Knowing where ElectroPlan is installed on your computer gives you the option to move your work between computers so that you can work in more then one location.
Note: Be very careful not to ‘split’ your work between the two locations ie take all files from location A to location B and work on them there, then bring them back to location A before continuing working at location A again.
Follow these steps to relocate ElectroPlan to another computer …
- Using Windows Explorer, navigate to the ElectroPlan folder on C: drive (or the drive that ElectroPlan is installed on)
- Right click the ElectroPlan folder and select Copy from the menu.
- Connect your external hard drive or flash drive to the USB port and navigate there in Windows Explorer.
- Right click the drive letter of the external drive and select Paste. The files should begin copying.
- At the other computer plug in the external drive and navigate there using Windows Explorer.
- Right click the ElectroPlan folder and select Copy from the menu.
- Navigate to the destination drive on the other computer and right click the drive you want to install ElectroPlan on. Select Paste from the menu.
- Once you have completed your work at this computer – reverse the procedure to return the system to the first computer.
Once you have made the first transfer the ElectroPlan folder will already exist when you do the Paste step. You will get messages from Windows asking confirmation that you want to overwrite or replace files and folders that already exist.
To run ElectroPlan in the new location you will need to create a shortcut to the file ElectroPlan.exe (with the ElectroPlan ‘E’ logo) in the ElectroPlan folder or pin that file to the task-bar of the computer. Right click this file
You can also run ElectroPlan directly from the external hard drive and not copy any files or folders. You will still need to create a shortcut to the file ElectroPlan.exe in the ElectroPlan folder. The disadvantage of this is that you will have only one copy of all of your work so make sure you copy the ElectroPlan folder to the hard drive of at least one computer as a backup.
You can also use Dropbox or Google Drive as the intermediate transfer location. Make sure you understand how these option work before committing your ElectroPlan files.
Follow this link to find more information on using ElectroPlan on Cloud Drives (Dropbox and Google Drive) … Cloud Drives
Important Note …
ElectroPlan can work with plans and images that are larger than the screen size, so the area of the plan that is exported is determined by the Plan Frame and not the screen boundaries.
See also the section ‘Setting the Plan Frame for a Plan‘ for more details and how to navigate across plans which are larger than the screen.
A project can have any number of plans depending on what is required; Have a plan for each room, floor or building depending on the scale of the plans provided. Plans can be repeated to separate a lighting plan, from a power outlet plan, or data plan in the same floor area.
The background image for a plan can be obtained from a PDF file from an Architect, a graphics file from a camera or graphics program, or the plan can have no image and have the building outline or other features created by line drawing within ElectroPlan. (see the “Line / Rectangle / Text / Label / Image Drawing” section below)
Click the “Add a New Plan” tool button or the [+] button next to the existing plan titles to bring up the menu of import options.
Menu options …
- Get Plan Image from PDF Document and then select your PDF document, then see “Adding a New Plan from a PDF File” below
- Get Plan Image from an Existing Graphic File (JPG/PNG/GIF/BMP/TIF) and then select the graphics file
- Add a Plan with No Image
Adding a New Plan from a PDF File
Once you have selected the PDF document to extract from the above options are presented.
- If you know the page number that the required image is on you can enter the page number and optionally set the image resolution and click the “Extract” button.
- If you need to see all the images in order to make a choice just click “Extract”, the system opens the file and extracts the images and displays them for you to choose the page/image you require. If there is only one image, that image is automatically selected and the system moves on to the next stage. If there are more images that can fit on the selection screen you can use the mouse wheel to scroll down to see more images or use the vertical scroll bar at the right hand side of the screen. This initial extraction is done by default at the lowest resolution (110) for speed. If you like you can increase the resolution in order to see more detail.
Double-Click the image you want to use or click the “Cancel” button to abandon. If you cannot see enough detail in the image click the “Large Images” check-box. if this does not show enough detail then you will have to open the file in a PDF reader and note the page number to select.
Once you have made your selection the process continues as outlined in the next section below …
Adding a New Plan from a Graphics Image file.
There are two options at this point … adjust the size and orientation of the image before import, to capture a suitable section of it,
Click the ‘Use Whole Image‘ button to use the whole image. If you select this option the whole image is imported with no further adjustment. (See the section ‘Plan Details‘ for details on adjusting the plan image (zoom and location) after it is imported.)
Tip: Using the ‘Whole Image’ option generally results in a better quality image for the plan background as there are no losses resulting from the screen captures process.
Tip: Use the ‘Whole Image’ option import the first plan into a project. Then use the “Copy Plan” tool-bar button to copy the image to another plan. Repeat for as many plans as are needed. The image can be positioned and zoomed to feature any part of the plan image for the placement of components.
Use the [Zoom In] and [Zoom Out] buttons to make the image the right size.
Use the sliders at the right and beneath the image to frame the image in the right place.
For the best result in your finished document make the image as large as possible so that the details are clear.
Once the image has been imported it can be adjusted further for both size and location but it is best to make it large at this stage.
If required the image can also be rotated left or right by 90 degrees.
If the resolution of the image is not good enough to see all the details in the image the page can be re-extracted from the PDF at a higher resolution and with an angle rotation where needed. A setting of 100 – 300 should cover most situations. Values over 500 are for really large detailed plans. Higher resolution settings will create a larger extract file and there will be a longer delay while the system processes the additional data.
The default setting for the resolution of the extract can se set in the “Tools and Settings” window on the “Settings and Options” tab. Follow this link to Tools and Settings
Once you are happy with the image … Click the “Image size Ok, Go to next step” button on the left hand panel to move on to the next stage of the image import process, or cancel to abandon the process.
To complete the image selection, imagine a rectangle that surrounds the area of the image to be selected for the plan. Move the mouse pointer to one corner of this rectangle and then press the left mouse button.
Now drag the mouse pointer to the diagonally opposite corner of this rectangle and let go the mouse button. As you drag the pointer you will see a dotted line enclosing the selected area. When you let go the mouse button, two option buttons appear at the top and bottom of the selected area.
Click the “Erase” button to erase the selected area. This is useful for removing dimensions, notes, symbols etc from a plan so that your electrical plan is clearer. The colour used for the erased area is the same as the colour at the point where the mouse is clicked to begin the selection rectangle. You can undo the last erase step if required by clicking the “Undo Last Erase” button.
To undo all erase steps and return the image to its original condition click the “Undo All Erasing” button.
Tip: If you miss erasing something you can still blank out sections of a plan by overlaying a blank image file onto the plan. Refer to the Section on Line / Rectangle / Text / Image Drawing.
Click the “Select” button if you are happy with the area selected. The system will alert you if the selected area is larger then the available viewing area in the main application window. If the selection is not OK, repeat the selection process. Once the image is selected the new plan is created and the Plan Details window is opened (see also the section “Plan Details” below)
To Change the Image behind a Plan – see the “Replace Plan Image” button in the Plan Details window.
To Copy a Plan and and all its components the best method is to save the project and use the “Import from Project” option on the “Open a Project” window.
To Copy a Plan with a selection of the components, use the “Copy Plan” toolbar button.
Adding a Plan with No Image:
Plans with no images have their uses – Floor plans can be created with the Line Drawing facilities in ElectroPlan if no image file is available, Power Distribution Boards can be laid out with fuse and circuit breaker components.
ElectroPlan is able to work with plans which are larger than screen size either because a whole image was imported from a PDF file or other image source, or the plan has been zoomed in and is therefore larger than the screen.
* Scroll down for information on navigating across a plan which is larger than the screen.
ElectroPlan uses the Plan Frame to determine which parts of the plan, (or all of the plan) will be exported to PDF document or JPG image file.
- The two Corner Markers determine the top left and bottom right corners of the area of the plan that will be exported or printed.
- The Legend component shows where the top left corner of the legend will be.
- If the Legend is turned off it, appears as the icon above.
If it is turned on, all components are listed using the number of columns set. The default is one column wide.
- The Legend should located so it is clearly visible and not cover any components.
* See the section ‘Plan Legend‘ for details on positioning the Legend and other options.
Setting the Plan Frame Corners – 2 options
- Drag the corner icons to the required location
- Click the “Plan Menu” tool-bar button or Right-click either Corner Icon to open a pop-up menu …
Popup menu options in detail …
Set Plan Frame relative to SCREEN …
Scroll Plan : Plan Frame to TOP LEFT of SCREEN
The plan is not altered but is scrolled so it comes as close as possible to the top left corner of the screen. Handy to relocate a large plan after scrolling.
Move Plan Frame : Set to SCREEN EDGES
The plan and components are not adjusted in any way. The Plan Frame is moved to match the screen size and location.
NOTE : This option maintains compatibility with projects created with earlier versions of ElectroPlan in that the location of the Plan Frame remains at the screen border even if the plan is moved or zoomed.
Resize Plan : Plan Frame to SCREEN SIZE
The plan area enclosed by the Plan Frame is adjusted to fill the scree. The plan is zoomed in or out to achieve this.
The adjustment will not necessarily bring the Plan Frame to coincide with the screen edges as the Plan Frame may not be the same shape as the screen.
NOTE : Selecting this option will un-do the maintenance of the Plan Frame at the screen edges as described above in ‘Set to SCREEN EDGES’.
Set Plan Frame relative to PLAN …
Set Plan Frame to PLAN SIZE – NO MARGIN
Used to quickly match the Frame to the entire plan if a whole image, not a selected part of an image, has been imported from PDF.
Set Plan Frame to PLAN SIZE – WITH MARGIN
As above but with a margin.
Set Plan Frame relative to COMPONENTS …
Centre Plan Frame on COMPONENTS and LEGEND
Set the Plan Frame to surround all the components, lines and legend including a margin.
Centre Plan Frame on COMPONENTS, LEGEND and PLAN
As above but includes the plan image itself as well in the position determination.
Select All Components within Plan Frame
Adds all components within the Plan Frame to the list of Selected Components – This is a preliminary step to doing something from the Selected Components window … This most useful is to move all the components to a new plan.
Check Plan Frame and Legend Alignment
Makes sure there are no components, lines or parts of the legend outside the Plan Frame area. Also that no components are hidden behind the legend.
Help with Plan Frame location
Access this section of the Help system.
Help with Scrolling Plans Larger than Screen
For plans larger than the screen the position of the screen over the plan can be changed in 3 ways …
* Hold down the Control key and drag the plan
* Use the scroll bars at top and right of screen
* Mouse wheel – press Shift to change orientation
The position of the Plan Frame is saved for each plan as part of the project data.
Compatibility with Previous Versions of ElectroPlan:
When a project is loaded that was last saved by an older version of ElectroPlan, (versions 17-01-01 Jan 2017 and before) the Plan Frame is set to the current screen size and will remain at that setting until specifically altered using any of the the above options.
To again lock the Plan Frame to the screen edge use this option … Move Plan Frame : Set to SCREEN EDGES
Plan image size in exported documents:
The size of the image of the area inside the Plan Frame is increased or decreased during the export process to match the size of the plan area in the exported plan page.
To avoid components being very large or very small in the exported image for a PDF file keep the size of the Plan Frame so that it approximately fills the screen.
Exporting to JPG format does not have this limitation. The image size id determined by the Plan Frame size and the resolution of the image. (Print or Screen)
Top Left Corner of Screen vs Plan Frame:
The Plan Frame cannot be moved by any of the above options to be above or to the left of the top left corner of the screen. If more space is needed to the top or left of the Plan Frame then the plan image and components should be moved using the relocation options in the Plan Details window. (Use the Plan Details tool-bar button)
Line Draw Mode:
The Plan Frame cannot be moved while Line Draw mode is active. Click the ‘Lines +‘ or close the Line Configuration window to exit line draw mode.
There are several things you can do …
- Enter or Edit the Plan Name – make sure the name is not already used for another plan.
- Change the Plan Position relative to other plans so it appears in the right order.
- Fine tune the location of the image on the plan.
- Zoom the Plan Image to better suit the screen size.
Note – If the plan image is moved or re-sized the components are NOT immediately relocated to match, as this could take several seconds or more for a complex plan. The components are moved to match the new image characteristics once the
Save and Close button is clicked providing the Relocate Components etc when Details are Saved checkbox remains checked.
Click Save and Close button to exit and save the changes or Cancel to abandon any changes.
Changing the Order of Plans in the Project – The order the plans appear across the top of the screen is the order they will appear in Exported Documents. Use the Change Pan Position arrow buttons to move the plan to a new position in the order.
Re-positioning a Plan Image – The plan image can be moved within the display area. Using the array of buttons arranged in a cross pattern in the edit window, move the image by 100, 10 or 1 pixels at a time depending on the total distance to be moved. If there are components or lines already placed on the plan, these will be adjusted after the edit window is closed using the Save and Close button providing the Relocate Components etc when Details are Saved checkbox remains checked. There are also other buttons to locate the image to Top Left, the Last Saved position or to the Centre of the display area.
Zooming a Plan Image – The plan image can be zoomed in or out within the display area using the [+] and [-] buttons.
To return to the size the plan was at the opening of the window click the Last Save button or the 100% button for no zoom.
You can also enter a percentage figure to be more precise in the setting of the image size.
Note: This same Zoom In / Zoom Out functionality is available using the Zoom In and Zoom Out buttons at the top of the plan without having to open the Plan Details window..
If there are components or lines already placed on the plan, the positions of these will be adjusted after the edit window is closed using the Save and Close button providing the Relocate Components etc when Details are Saved checkbox remains checked.
If zooming out then the components will get closer together or even overlap in the final positioning, so there may need to be some re-positioning for clarity. Larger icons may also need a small degree of adjustment if they are placed in relation to their right hand side or lower edge.
Legend Columns –
- Number of Columns – by default this setting is for one column. Increasing the number of columns makes the legend wider and shorter which may be a better suit for the shape of the image.
Relocate Components etc when Details are Saved – This checkbox determines if the components and lines and other items on a plan are are adjusted to a new location or size of the plan image. Uncheck this box if you are trying to line up a new plan image to the existing components.
Replace Plan Image – Use this option to use the image selection procedure to change the plan image. This is useful if there is a change to the plan (eg walls moved, added etc etc). The updated image can be inserted without having to redo all the components.
Edit Plan Image
This opens the defined Graphics Editor Application, as defined in Tools and Settings >> File Locations.
This graphics application then open the plan image for editing. You can make and changes to the image. Changing the size is not recommended.
Once your changed are completed, save the image before exiting the graphics application.
When you return to ElectroPlan, click the Refresh Image button to re-import the updated image.
If a plan image is used for more then one plan, the user has the choice to update the current plan or all plans using the image. Images can be used for more then on plan where a plan is copied.
Enter the Marked Dimension on a Plan for Cable Paths Calculations.
Thus function allows a plan image to be copied and selected components to be moved to a new plan.
Use this to move components, lines and rectangles to a new tab for clarity, for example, move all lighting components to a new plan to separate power from lighting.
Selecting the Components to Copy – The components and lines on the plan are summarized in a check-box list by type and grouped by category. Click the check-box of all the components you with to move and then click Crate New Plan. Once the new plan is created the Plan Details window will open so that the details of the new plan can be edited.
To create copy of a plan with some or all of its components …
- Save the project
- Click the ;Open Project; toolbar button
- Locate this project in the list of saved projects
- Click the ‘Import from Project’ button
- Select the Plan and Components to import
This button delete the current plan and all its components. The plan image file is not deleted in case the image is used in another plan in the same or another project. Orphaned plan images can be deleted by going to the Plan Image Files tab of the Find a Project window and clicking the Delete Unused Images button.
The legend is list of components placed on a plan (with a count for each type) which is updated as you add or delete components.
When a new plan is created the legend location marker is created on the plan, along with the two corners defining the area of the plan to be exported.
The legend is always included in a plan print and plan export.
Setting the location of the Legend
- Move the Legend icon, or the full legend if it is visible, to the required location by dragging with the mouse – like moving a component.
Other Legend Options
Click the “Legend Menu” tool-bar button or Right-click the Legend to open a pop-up menu … these are the options.
- Options in detail …
- Find Legend – Move to top left of screen
Sometimes the Legend icon or the Legend is not visible on the screen. This option is a quick-find that moves the Legend to the top right corner of the screen to then enable the correct position to be set.
- Set Number of Legend Columns – the default is one column.
A sub-menu allows you to select 1,2, or 3 columns or more via the Plan Details window.
- Order of Legend Items …
The Legend items are listed in description alphabetical order. Where there are multiple columns the order is across then down.
– Description within Category
The Legend items are listed by Category (ie Lighting Power etc) then description alphabetical order. This brings all the components together by type. Where there are multiple columns the order is across then down. The initial setting is as per the setting on the ‘ Tools and Settings‘ > ‘Settings and Options‘ tab.
- Toggle Legend On/Off
Same action as the Legend button on the tool-bar.
- Check Legend Location
Makes sure there are no components, lines etc are hidden behind the legend.
- Help with Legend and Legend Options
Access this area of the help system.
- Find Legend – Move to top left of screen
The grid can be used to help align components on the plan. When the grid is visible components are automatically aligned to the grid so that the top left corner of the image are either on an intersection of the grid lines or half way between.
Having the grid on enables easy alignment of components relative to other components. Having the grid off allows precise alignment with the walls of a plan.
To get the best from the Line / Rectangle / Text Label / Image functionality, experiment a bit to get the feel of how it works as there are a variety of options.
Drawing Lines and Rectangles, Adding Text and Images to a Plan
These additional items can be added to any plan even if the plan has no background image.
This feature can be used in a variety of ways …
- To create a building or room outline where no plan is available
- To highlight a component by surrounding it with a rectangle
- To show cable runs and entry points
- To draw a plan within a plan to show an area in more detail
- To place a switchboard layout on the same page as a floor plan
- To place text and labels on a plan
- To place images on a plan eg Company Logo, Component details etc etc.
Component Linking : for example to link lights that come on together, to link lights with the switches that control them, to link two way switches can be linked using lines drawn as described here but there is a better way – See the section Selecting Components for how to link selected components so that the lines are moved with the components.
Turning on Drawing Mode – Click the “Lines + On/Off” tool button
Turning off Drawing Mode – Click the “Lines + On/Off” tool button again OR Double Click any component on the plan OR Select any component on the Component Selector OR Change to another Plan
When Drawing Mode is switched on the “Line / Rectangle / Text Label / Image Options” window appears.
This window shows all the options available for the drawing of lines, adding text, rectangles and images to a plan.
It also shows two methods of selecting components for various functions, line drawing among them.
Select the type of item to add and click the “Continue with selection” button.
Once you are familiar with these options you can check the “Don’t show this window again” option to bypass this window.
The “Line / Rectangle / Text Label / Image Configuration” window now opens with your selection.
This window lets you set the characteristics of the item to be added.
Path / Type:
- Corner (Horizontal-Vertical) or (Vertical-Horizontal)
- Dog-Leg (Horizontal-Vertical) or (Vertical-Horizontal)
- Rectangle with Text
- Connection Curve – indicates related components.
- Rectangle with Memo
- Cable Path
- Component Label
Line Style: Solid, Dashed, Dotted, Dash-Dot, Dash-Dot-Dot (Note: Lines wider than 1 pixel are always solid.)
Line Width : 1 – 10 pixels, or Zero for text only with no surrounding rectangle.
Line Colour: Any colour as selected from the drop-down list
Line Style: Solid, Dashed, Dotted, Dash-Dot, Dash-Dot-Dot (Note: Lines wider than 1 pixel are always solid.)
Placing a Line, Rectangle, Image or Memo on a Plan: When you click the location on the plan to locate a line the two line-end / rectangle-image-corner icons appear as a marker for the location.
Move the markers to where you want them.
- If you want a line to end or start on a component and for the line to be moved if the component is moved then go to the “Selecting Components … ” section and create the lines by selecting the components and then creating the lines.
- Cable Paths and Component Labels both require the pre-selection of the components that are involved.
Go to the “Selecting Components … ” section for more details and also the Cable Path Calculations section.
When drawing mode is off these icons disappear and only the lines and text etc. they define remains. When drawing mode is turned on they reappear allowing any line, rectangle, image, memo etc to be deleted or moved or its characteristics altered.
When the mouse is moved over allocation icon the icon will change to show both of the pair of markers. If the icon is clicked to indicate the item has been selected to be updated using the controls in the Configuration window. Double clicking a marker icon will update the controls in this window with the characteristics of the selected item.
- If you select Image as the type for an item the “text” field edit box changes to “File” and there is a […] browse button to open a navigation window to select the image file.
- The size of the image is determined by the location of the two icons. The image is always displayed with its original shape.
- There is a maximum of 100 characters available in file field to define the location of the image file. If you add a very large image to a plan there may be a flashing effect on screen when the drawing is updated.
Tip: If you miss erasing something at the step of importing a new image for a plan you can still blank out sections of a plan by overlaying a blank image file onto the plan. To create a blank image use the Windows Snipping tool or similar program to create an all-white image by snipping and capturing an area of the screen which is all white and save it to the /Components folder under the /ElectroPlan folder. Open the Line Draw function and create the configuration of an image and save it to the library for future use. The blank Image will blank out area of the plan but will not blank out components. It may plank out lines and rectangles depending on the order of creation of these items as items are drawn in the order they are created.
Changing Line, Rectangle, Text and Image Characteristics
To change the characteristics of an item, click one of its icons to select it. The line-end icons will change to highlight the item.
Go to the Configuration window and alter the settings as required, then click the “Apply” button.
To change the characteristics shown in the window’s controls to match those of an existing item, click one of the item’s icons and then click the “get Highlighted Item Details” button or double-click a line icon. This will set the characteristics for a new line or rectangle placement to match an existing line or rectangle.
Item Library: Often configurations are used over and over eg Placing your logo on a plan, connecting lights to switches and you want to maintain a consistent style, adding memo text to a plan.
Click the [Save Configuration to Library] button to save the current settings in the configuration window to the library after giving the item a name to find it and recall for future use.
- Click the Lines +On/Off button to turn on Line Drawing mode which includes the Image placement function.
- Select the Image option from the selection of items to add to a plan and click the Continue with Selection button.
- In the Line / Rectangle / Text Label / Image Configuration window click the […] button next to the File field and navigate to your logo file. Once selected you will see the logo displayed in the upper section of the window. It may be somewhat distorted as this display area has a fixed location for lines and images. You will be able to correct this on the actual plan.
- Check the other settings in the window for Line Style, Width and Colour as they will determine the frame around the logo. If you don’t want a frame then either make it white in colour, to match the plan background, or zero in width.
- Click on the plan at the location for the logo. Two small icons with red crosses will be placed on the plan with your logo drawn between them. These icons define the size of the rectangle for your logo location. The logo retains its original proportions.
- Drag the icons to the correct location for your logo and to give it the desired location and size.
- To save the logo settings for the next plan, click the Save Configuration to Library button and enter a description for the logo image. Click Save to complete saving the item to the library.
- To add your logo to a plan from the library … at step 3 above select the Library tab and then find your logo entry in the library and click it to display the logo in the upper section of the window. Re-select the Configuration tab and then carry on from step 5 above.
Notes: There is a maximum of 100 characters available in File field to define the location of the logo file. If you change the location or the name of the logo file you will need to repeat the above procedure to set up a new logo image item.
The ElectroPlan Component Palette can be added to and customized to give you complete control of the appearance of your electrical plans. The components and images that come with the trial version are just to give you something work with to try the system. You can add, delete and modify the components to suit.
To Add a New Component, Click the “New Comp.” tool-bar button See Editing Component Details below.
To Edit a component – Select it in the Component Selector and then click the “Edit Comp.” tool-bar button.
— The components are Categorized by type, with Description, Price (excl. GST) and a Component Image. The Image can be edited or a new image designed.
Selecting a component on the Component Selector enables the Edit Component tool button. Click the tool button to open the Component Edit window.
Category: This is the tab on the Component Selector where the component will be located.
A few notes on the maintenance of Categories …
A new Category is created by editing a Component’s Category field to the new Category name required – just over-type the existing Category. Repeat for any other Components that you want to belong in the same Category.
To see the changes in the Component Suite – just click the “Close and Save Components …” button to save and reload the Component Suite.
Once a Category is created it will appear in the drop-down list after the Component Suite is saved and reloaded.
To delete a category, just move all components out to other Categories (by editing their Category entries) or you can delete the Components.
The Category is 25 characters maximum.
Component Description: The description for the component, 40 characters max. Only the first 20 characters or so of the description will show on the Component Selector button for the component. Hold the mouse pointer over the button to see the full description as a pop-up hint.
Standard Price: Excluding GST. The cost of everything needed to install the component — Parts and Labour.
Show on Component List: Determines if the component is shown on the Component List in the exported documents. Components can be created and used to indicate anything on a plan and do not need to be a listed component. For example the ‘Existing’ category of components can be shown on the plan for clarity but do not need to list as a supplied and priced component.
Show on Legend: Determines if the component is shown on the plan legend. Components can be created and used to indicate anything on a plan and do not need to be a component. For example arrow heads for a diagram.
Component Image: The image used for the component on a plan. Images can be created and edited in the Icon Designer.
The Icon Designer allows you to design images for components. The large square to the left of the Icon Design tab is the design area. Clicking here will set the pixel colours for the icon. Icons are 16×16 pixels or 25×25 pixels. The icon’s actual size is shown to the right so you can see how the finished icon will look.
The design drawing colour can be selected in three ways:
- Click the “Select Drawing Colour” button and select the desired colour from the palette or click “Define Custom Colours”. Your selection is shown to the left of this button.
- Right-Click the design area to set the drawing colour to the colour of a pixel that has already been set. This is a quick way to replicate existing colours and to remedy drawing mistakes and make adjustments to the design.
- Use one of the 9 favorite colour patches … Left-Click to set the colour of the patch, Right-Click to select the colour for drawing.
The whole drawing design area can be set to a selected colour by clicking the “Fill Design Area with Colour” button – good for setting the background colour before doing the drawing of the icon detail.
Icon Size – The size can be set to 25×25 pixels or 16×16 pixels. Changing the size will reset the drawing area to all white.
To Edit a Component Image:
- Select the component and click the “Edit Image” button.
- Modify the image and click the “Save …” button. (See note below on icon image file name management)
To Create a New Image for a component:
- Select the Component or Create a new component (Click the “New Component” toolbar button)
- Click the “New Image” button – the clears the Icon Designer for a new image.
- Once the image is designed, click the “Save …” button. (See note below on icon image file name management)
Icon Image File Names:
If the Component Icon Management setting (in the Tools & Settings panel) is set to “easy to use” mode the name of the image file will be the same as the Component Description. For more flexible control over the management of image files this setting should be set to the “advanced” option. With this option on, the name of the image can be altered in the Image Name edit box. If the image name is the same as the image name for the selected component the component details will be updated. If it is different the system will system will ask if you want to assign the image to the component.
The colour of the Bottom Left Hand corner of the icon designates the colour that will be omitted from the rendering of the icon on buttons on the Component Selector thus making it transparent where that colour is used.To avoid transparency effects set the colour of this corner to a colour different from any other colour in the icon but similar enough so that the corner does not appear to be missing from the icon when it is used.
The Component Description as shown on the Component List section of the Export Documentation can be converted to a web-link so the reader can access more information from the internet.
To set up a web-link for a component …
* Open the Component Edit window and select the Component List tab on the right hand panel.
* The URL – Website Link field is shown in the component list …. enter the link for each Component.
* The validity of the link can be tested for the highlighted Component by clicking the Open URL – Website Link button.
* If there is a link entered for a Component the description in the Export PDF Document will show as a clickable link, if not the description will be in normal text.
Saving Changes the Components:
Once changes are made to the component suite the “Close and Save Components, Update Component Selector” button is enabled. Click this button to save the changes made and to reload the Components into the system so they are securely saved and ready to use. This button closes the edit window to speed up the save and reload process.
This special component is pre-defined in the system with special characteristics – it is a stand-in for a location where there are multiple light switches., the visual properties (icon, price, visibility on legend and component list can still be altered as for any component.)
Place the Circuit Counter Component on a plan as a light switch, as Connection Curves are added and connected to this component, the system counts the number of circuits and converts to a Single, Double, Triple or Quad light switch depending on the number of circuits connected.
All pricing and materials requirements are automatically re-calculated.
The 4 light switch components that will be used to substitute for the Counter as the number of connected circuits is increased are shown below. These light switch component can be defined by the user and configured as the substitute components.
Up to eight substitutions can be defined.
The configuration can be edited by clicking the ‘Configure Substitutions‘ button
The two images below show a lighting layout … first with four Circuit Counters on the plan and then with the final connection lines added. The light switches have now assumed the component appropriate to the number of circuits connected.
Create a Component Cost Calculation from Cost Items (Cable, Time, Flush-box etc) to enable the price of the Component to be calculated including Margin %
Follow this link to the “Advanced Insights” page for more details.
Cable Path Calculations ……
Overview – Cable Path Calculation Steps …
1 – Place Measurement Markers on a plan and specify their distance apart.
2 – Place all the Components on the plan that are on the Cable Path.
3 – Place any additional junctions or cable turning points.
4- Select all the Components on the Path and define the appearance of the Cable Path – the total length is calculated.
5 – Add drops, height changes, termination lengths etc and a total length for the path will be calculated.
6 – Add a Component Calculator Cost Code for the cable type and the total cost and price will be calculated.
Step by Step …
There are two special components for use in defining Cable Paths …
Cable Path Junction – A point on the plan that a Cable Path passes through and changes direction, or height. Use this where cables pass through openings, change direction or height on cable trays etc.
Measurement Marker – There are two of these on a plan placed at two points on the plan where the distance between them is known. This can be on a marked dimension or any two points where the distance apart is known.
There are two controls buttons here as well …
* Cable Specifications – this button opens the specifications of all the defined Cable Paths on a Plan.
* Help – this button brings you to this page for all the details on Cable Paths.
1 – Place Measurement Markers on a plan and specify their distance apart.
- Select the Measurement Marker component and then place on the plan as for any other Component … Two measurement markers are placed on the plan side by side. Reposition them to two points where the distance apart is known.
The top left corner of the icon is the point that is used for distance calculations.
- Click the Plan Details tool-bar button and enter the dimension (in meters) that the two points are apart.
Click the Save and Close button to save and exit.
To show the dimension on the plan …
* Right Click either of the markers and select Show Measurement Dimension on Plan
* The default appearance of the dimension is controlled as if it was a black Rectangle + Text on the plan with no line width. You can configure the appearance using the usual Lines++ configuration window.
2 – Place all the Components on the plan that are on the Cable Path.
3 – Place any additional junctions or cable turning points.
Using the Cable Path Junction add points on the plan that a Cable Path passes through and changes direction, or height.
Use this where cables pass through openings, change direction or height on cable trays etc.
4- Select all the Components and define the configuration of the Cable Path – the total length is calculated.
- Starting at one end of the Cable Path, hold down the Ctrl key and click each Component along the path. This opens the Component Selection window with all the normal options.
Click the Create Cable Path button, this will open the Lines++ Configuation window and set the Path/Type to Cable Path. Sett the other options including the addition of a Path ID for the Cable Path which is unique for the project.
Once the settings are complete, click the Apply button or the Create Cable Path button and the cable path will be created.
5 – Add drops, height changes, termination lengths and a cost code for the cable type and the total cost and price will be calculated.
Once the Cable Path is set the Cable Specifications window opens … (see below)
* The green arrows indicate lengths calculated for the cable path between components based on the Measurement Marker positions and entered Measurement Dimension.
* The other lengths next to Components are manually entered and are for changes in height from the cable path to the Component and an additional length for a connection.
To save the Cable Path Specifications click the Close button.
To delete a Cable Path – Click the Delete Cab Path button.
Note : The Selected Cable Path tab must be selected for the button to be enabled.
Three Ways to access Cable Path details …
1 – Right Click the Measurement Marker Component to see the menu below with 5 options…
* Opens the Cable Specifications window (above) for all Paths on the Current Plan.
* Opens the Plan Details window to edit the Marked Dimension.
* Deletes the Measurement Markers.
* Sets the appearance of the Marked Dimension on the Plan.
* Within the Project Details tab there is a Price / Cost Info tab which in turn contains a Cable Path Details tab with a total length for each Cable Path in the project.
2 – Double Click any Component on the Cable Path, to open the Component Details Edit window, then click the Cable Paths Details button. If the component is on two paths there will be a menu option to choose the path.
3 – Select any Component on the Cable Path (Hold down the Ctrl key + Click the Component) – This opens the Selected Components window. Click the Select all Cable Path button.
(If the component is on two paths there will be a menu option to choose the required path.)
Now click the Cable Path Details button to show the details of the Cable Path and all Cable Paths on the Plan.
Costing and Pricing for Cable Paths …
This requires the enabling of Cost Items withing the Component Calculator …
Follow these links for more information …
In the Cable Specifications window (above) check the Set Cost Item for Cable Run check-box and then select a Cost Item from the drop-down list. As long as the unit of measure for the Cost Item is in meters (the default unit for cable length) the correct Cost and Markup values will be calculated for the Cable Path.
- A Component on a Cable Path cannot be deleted without the Cable Path being deleted first.
- A Component can be on more than one Cable Path eg Distribution Panels and Cable Junctions – Length figures for changes in height, direction etc must be added for each path the Component is on.
- Importing, Copying, Moving Components on Cable Paths – Make sure the whole Cable Path is included to avoid broken paths.
- If a portion of a Cable Path is Imported, Copied or Moved to another plan with no Measurement Markers, the system will alert you to added these components and also add a dimension.
- The total value of the Cable Runs are NOT automatically added to the project Total Price – Use the Additional Items area to add the cable pricing to the total price of the project.
- If the Cost Item for a Cable Path is also in the Component Calculator for a Component on the Cable Path then that contribution from the Component Calculator is NOT included in the project cost.
Supplier Data Download
After downloading Supplier Price data files from your wholesaler’s website, this allows you to catalogue files for future use and to match Supplier’s Product Codes with ElectroPlan Cost Items to enable re-calculation of Component Pricing based directly on you Buy Price from the Supplier.
Follow this link to the “Advanced Insights” page for more details.
Export a Project to the Printer, PDF or JPG File
Print or Create a PDF document or JPG image of the project – documents and / or plans.
Select which parts of the project to include and what type of document it is – Quote, Estimate, Invoice, Certificate of Compliance. Click here to see examples of exported documents.
Selecting Document Sections – Total Price Page (Customer and Site details, Description of Work, Total Price, Quote Validity and Payment Terms, Statement of Compliance), Component Listing, Selected Additional Items Listing, Project Notes, Terms and Conditions, Acceptance Form. The default selection of document sections can be set in the Settings and Option tab of the Tools and Settings window.
Safety Certificate / Certificate of Compliance – This can be created for the current project or you can create one for a job without creating a new project. See the Opening Window displayed when ElectroPlan starts.
The layout of the Safety Certificate / Certificate of Compliance is based on … Electrical Combined ESC-CoC — Version: May 2014.
Including Plans — The project plans are all included in the document by default. To omit all the plans un-check ‘Plans’ in the left hand panel. To include only selected plans, keep the left hand panel ‘Plans’ checked and check the plans in the right hand panel that are to be included. You can click on the “Plans Only” button to set all the controls for a PDF file that contains only all on the plans.
Print Option – Clicking the “Export to Printer – Includes PDF Option” button opens the printer dialogue box.
You can select any installed printer to send the project to. Included in the printer list is the option “Microsoft Print to PDF” – this is an alternative way to export to a PDF file.
Direct to PDF and JPG Options –
Naming the File – After the content of the Export Document is chosen the name of the PDF document or JPG image and its location are determined in a Windows Save dialogue window.
The default name will be the project name with some additions depending on the content selection. The location should be the folder C:/ElectroPlan/Quotes (by default) but, may be some other folder on your computer depending on recent file saving activity. Navigate to the desired folder and edit the name of the file as required. Once the file is created it can be emailed by adding it as an attachment.
Viewing the Exported File – The file can be viewed after creation by leaving the ‘Open Export File On Completion‘ option checked. The program used to view the file will be the program set on your computer to view files of type PDF documents and JPG images.
Plan Title Options – (See the Plan Titles tab in the ‘Tools and Settings‘ window.) Logos (none, one or two and location), Title size, line width, line colour, text font and size, and layout of text.
Printing a Plan
Creates a legend on the plan and then opens a printer dialogue to select printer options.
From the dialogue box you can select the printer, paper size, paper orientation and paper source, depending on the capability of the printer.
Data from the system or the current project can be exported to a .CSV (comma separated value) file which can be imported into other software systems or spreadsheet programs.
The format of the exported data file is determined by an Export Profile which is identified with a Profile Name, has a Data Source (the various lists of data within ElectroPlan) and a list of Data Fields which are a sub-set of the fields of the Data Source.
The image below shows the ‘Component Suite List‘ profile which has the ‘Component Suite’ as its Data Source and the fields: Category, Description and Price selected. The Unit is an additional text field added to the definition.
The profiles are a sample to demonstrate the Data Export function, the ones beginning ‘Project’ provide data relating to the current project. You can change these profiles and add as many profiles as needed to provide exports for a wide range of purposes.
The left hand panel if the above Data Export window shows a list if the data export profiles defined and saved for repeated use.
The centre section shows the details of the profile: data source and fields names in the order they will be in the exported file.
The first part of the entry is the name of the data field. The text in the  brackets is the user’s name for the field and appears as the column header in the exported file.
The right hand section shows the selection of data sources and the list below that shows the fields available for the highlighted data source.
When exported the data from the Components defined within ElectroPlan will be formatted as below.
The first row (optional) has the names of the data fields and subsequent rows have the actual data for each component in the Component Suite. Prices shown here are for the Free Trial of ElectroPlan ie $1, from a real system the actual prices will be shown.
To export data to your cost management software you will need to find out the format required for the data transfer and then add a new profile to match the requirements. If you need any assistance with this please contact us at ElectroPlan.
To add a new profile click the ‘Add New Profile’ button and follow the steps provided in the instruction panel that will be shown.
Additional text fields or blank fields can be added if required by clicking the ‘Add Text Field’ button. Enter the text to be entered as data into the column and the number of times it should be repeated (default is 1)
If the text is blank and the number entered is 1 or greater then repeated blank fields will be added for the stated number of columns. This allows for multiple blank columns to be inserted match the required profile as specified for the target software system.
Steps to follow to complete the setup of ElectroPlan and take full advantage of all the features.
Take the time to understand how ElectroPlan works and get well set up to get the maximum benefits from the system.
- Customize your components Starting with the library of components supplied, alter the component descriptions, prices, images and colour schemes to suit. Add additional components as required. (more information on Component Customization)
- Experiment … with designing projects using plans from PDF documents or other image files. Start by adding a new plan to a project, then place components on the plan and edit as required.
- Customize Document Text files for Exported Documents containing … Default Project Notes, Quotation Terms and Conditions, Quotation Acceptance Sheet Text, Certificate of Compliance Text. (more information under Tools & Settings)
- Set up your company logo for Documents. (more information under Tools & Settings)
- Set up your Plan Title for Exported Plans. (more information under Tools & Settings)
- Set up your Sales Tax or Goods and Services Tax status. (more information on Taxes and Exemptions)
- Establish a File Backup Process so that your projects and component data are protected from hardware and software failures. Read the section on Data Protection for more details.
- Experiment with compiling and exporting projects as completed quotations. (more information under Exporting a Project …)
Contact us to request help, offer suggestions, report a bug, or offer a testimonial about ElectroPlan.
Creating a New Project
Clears the system to start a new project. If changes to the current project have not been saved the system will prompt you to save before starting a new project.
The Client Details of the current project can be retained intact for the new project where the new project is for the same client – this saves re-typing or obtaining the client details as an import from another project.
Naming a Project – The new project will be temporarily named “New Project”- edit this to create the new name for the project. As the project name is used to name the files created for the content there are some characters that are not allowed in project names … ?/=+<>:;”,*|^
There are seven tabs under Tools & Settings … Settings and Options / Document Content / Registration Details / Contact Details / Terms and Financial Details / File Locations / Plant Title Design.
See below for details …
Settings and Options:
- Project File Saving Options — When you save a project the system makes a new copy of the project file with all the project content. The last version of the file can be deleted, retained or a choice offered at the time of saving.
- Component Delete — (from a plan): Switch on or off the confirmation message before the component is deleted.
- Deleted Files — To recycle or not. This setting covers project files, plan image files and component image files.
- Component Details— When the mouse cursor is held still over a component icon on a plan a details box shows with description, price and other information. This can be turned Off and On as required.
- Suppress Pricing on Plan Views – Suppress Pricing on Plan Views – useful for when a client views the screen
- Mouse Pointer Options for Placing and Moving Components – When the mouse pointer is over a plan this setting determines the shape of the pointer.
- Project Export – Default Document Options – Select the document sections that will be selected when the Export window is opened.
- Default Resolution for PDF Image Extraction – this setting determines the initial resolution for plan images extracted from PDF documents. A setting of 110 to 300 should cover most situations. Higher settings can be used to re-extract selected pages where more detail is available and needed for the plan. Larger files are generated in the process so additional time will be need to process the data.
- AutoSave Settings – Timer Interval (minutes) – this setting determines the time interval between saves. The default is 5 minutes. A value of zero will disable the save based on time interval. Activity Trigger – changes are rated – New Plan = 100 points, a keystroke = 1, Component Placement or Move = 10. Once the changes exceed the trigger setting the system will save the project. The default value is 100.
- Component Icon Management – There are two settings for the mode in which the system manages the relationship between Component Descriptions and the Name of the Icon Image File. With the “easy to use” mode system will manage the icon files and always save the icon image to a file with the same name as the Component Description. With the “advanced” setting the user has control over the name of the file containing the image for the component. This allows more flexibility with changing and editing of images.
The ‘Document Text Content’ settings at the top of this tab are the text content files for the creation of exported documents. The file names and locations can be left as the installed settings. Use the ‘Edit File’ buttons to alter the text content to suit your circumstances.
- Default Project Notes – a template of notes added to a project and then edited to suit the content of the specific project.
- Certificate Text – statement of compliance with electrical regulations.
- Terms and Conditions – the terms and conditions of the quote
- Acceptance Sheet Text – the text of the agreement signed by the customer
(Note: from version 14-08-04 onward the Document Content and Document Logo files are located in the folder /ElectroPlan/Documents. Prior version had these files located in ElectroPlan)
Document Logos: (Block and Strip Logos) These settings tell the system the file names of the two logo options for the documentation files. Have a look at the sample documents to see the logo layout and decide if you want to use a Block or Strip Logo. Your company logo needs to be saved in a file for use by the system for the preparation of quote documents. The logo file type must be a graphics image and must be correctly identified in the Block and Strip Logo fields. The Block Logo is allocated a space 50mm wide and 20mm high at the top left of the page. The Strip Logo is allocated a space 84mm wide and 10mm high across the top of the page. Either or both of the logos can be defined, if the Strip Logo file field is blank or the file name defined for the logo is not found, your company name will be shown in the documents as a bold heading.
To create your Company Logos: Using a graphics program make your logo files using graphics and wording that will identify your company. Use a high enough pixel density that it will print in good quality – Block Logo 2000 pixels wide and 800 pixels high. Strip Logo 3400 pixels wide and 400 pixels high. Save your logo file where ElectroPlan is installed. (C:/ElectroPlan or C:/ElectroPlan/Documents by default) The logo image will be adjusted in size to fit the document area allocated for the logo. Once the files are saved, use the Browse button next to the logo file definition field in the Tools and Settings window to set the logo file names and locations consistent with where you saved the files.
Certificate Logo File: This is set by default as Certificate Logo.bmp and a file of that name is supplied with the trial copy of ElectroPlan. This is the logo used in relation to electrical safety statements in the exported documents. This should not normally need to be changed in normal operation of the system.
This section holds your registration details for ElectroPlan and should only be changed when a new registration number is being validated.
Set as new Group User: Initiate settings for shared use of the system – See below … Multiple Users
The information entered here is used to fill in the details on exported documents.
Terms and Financial Details:
The information entered here is used to fill in the details on exported documents and are mostly self-explanatory.
The fields for “Company ID”, “Description of Tax” and “Tax Rate” can be customised for your country or state so that these details are correctly identified on exported documents. If the Tax Rate field is blank or zero, then the tax field is not shown on the Proposal / Quotation / Invoice document.
ElectroPlan can be set for all project content to be taxable, and also for a selection of content to be exempt from tax.
If you find your own tax situation is not catered for, please contact us at ElectroPlan.
The settings in the Free Trial Download edition of ElectroPlan are for GST (Goods and Services Tax) with a Tax Rate of 15% and no exemptions – as below (part of Terms and Financial Details tab)
If in your jurisdiction all your content is taxable, all you need do is change the “Description of Tax” field and the “Tax Rate” and the system is ready to add tax to your project prices.
Content that is exempt from tax can be dealt with in two different ways.
Either or a combination of these two methods can be used.
1 – Additional Items – The settings below are for a Sales Tax with a rate of 5% and the opportunity to designate certain Additional Items to be exempt from the tax and be shown as “Exempt Tax”
2 – ElectroPlan Component Calculator – If Labour or Time is tax exempt – the TIME Category Cost Items will be totaled as the Tax Exempt content for the project.
To set up ElectroPlan for your situation check the box for the method you want to use in the “Tax Exemptions” area .
The “Designated Text” field is the text that will be added to the description of an Additional Item to set that item as tax exempt.
This is also the text that will appear alongside the amount on the Total Page of the project export file that is designated as Tax Exempt by either of the above methods.
The second additional item has the designated text “(Tax Exempt)” added so it is totaled as (Tax Exempt).
There is a button that allows this text to be quickly and accurately added to the description.
Below is how the above looks in the final tax calculation.
Component Calculator Method …
Below is a sample Component Calculator summary of a project.
The category ‘TIME’ has a cost of $600 which will be designated as Tax Exempt and deducted from the taxable total for the project if the “Exempt Time Content from Component Calculator Total” checkbox is checked.
Follow this link for more details of how to use the ElectroPlan Component Calculator
These settings determine where the system stores and locates files of various types. The ‘Component Configuration File’ is the location and name of the special file that holds the definitions of all the components defined in the system. Generally these settings can be left as installed with the Trial Version.
Define the Graphics Application to be used to edit Plan Images
Plan Image Edit Application – defines the application to be used to edit Plan Images. By default this is MSPaint but any graphics editor can be used – use the Browse button to locate the application.
Plan Title Design
The exported plans have either the classic plan layout with text information located above and below the actual plan image or an optional customized title block …
Plan Title Options
- Title Block Height (10mm – 40mm, default 15mm)
- Border Line width (1 – 10, with zero indicating no border)
- Border Line Colour
- Text Font and Size for Company details, Project Name, Reference and Date.
- Text Layout Options – Drag and drop the various fields to the position required.
- Logo positioning, Left, Right, No Logos.
- Logo graphic files – These more image types are supported – JPG/PNG/GIF/BMP/TIF
Note on logo graphic file location – Locate the files so that the file location string is not too long if you are working on a cloud drive, as there may be instances where the logo file is not quickly verified and appears to be missing causing the ‘Logo Active’ checkbox to become un-checked.
As you make changes to the layout the screen show more or less what the plan design will look like.
The on screen view an indication and the results should be tested in a project export to judge the results.
A single ElectroPlan installation can be used by more then one person …
- On the same Computer
- On the same Network Location
- On the same Cloud Drive
Note : An ElectroPlan registration is required for each person using ElectroPlan.
Please check out these links for information on how ElectroPlan files are stored and things to consider for use of ElectrioPlan by more then one person.
Each person using the system can have their own Configuration (File Locations, Documentation Options, Components, etc etc).
Any of the many configuration items can be set for an individual user, as well as there being separate project save history and drawing line library.
To set up ElectroPlan for Multiple Users – ie the first Group User …
- Start ElectroPlan with an existing valid registration and go to ‘Tools and Settings’
- Open the ‘Registration Details’ tab and click the ‘Set as new Group User’ button.
- Exit ElectroPlan – On exit, the system will save the current configuration settings to a new file in the name of the current user. There will also be a new Desktop Shortcut created with the name of this user which must be used to start the system for that person.
To add a new Group User …
- Obtain a new ElectroPlan Registration for the new person.
- The registration email will have a Registration Details File attached which holds the registration details of the new user. Download this file to the folder where ElectroPlan is installed.
- On the computer that will be used by the new user – Start ElectroPlan from Windows Explorer by navigating to the folder where ElectroPlan is installed and double-clicking the ElectroPlan.exe application file. The registration details will be imported from the downloaded file.
- Repeat steps 2 and 3 in the previous section to establish the new user’s configuration and shortcut.
Note: The shortcuts created for each user as part of this process must be used from this time onward to run ElectroPlan for each user so that their own configuration is loaded and saved when they exit and that their save history and line drawing preferences are preserved.
This enables the Component Selector, which is normally docked at the left hand side of the screen to be in a floating window on top of the plan. This makes the design area larger.
In floating mode the Component Selector can be resized and made into a two column format for long lists of components in a category. It can also be hidden completely to allow work on the plan. To return the Component Selector to its normal position or to un-hide it, just click the Float Component button.
This enables the tool-bar, which is normally positioned at the top of the screen, to be in a floating window on top of the plan. This makes the plan design area larger. The buttons in the floating window still work in the same way. To close the tool-bar window and return the tool-bar to its normal position just click the Float Toolbar button.
Open the Help window with links to pages and content links on this website.
The links are opened in a new tab in the default browser. If the browser is not running then it is started in order to show the web page.
There are also buttons in various places throughout the application to give access to contextual help details.
This window provides information about the system, as well contact details for contacting ElectroPlan.
There is a link to the ElectroPlan website and also a link to the website Registration page for when you need to renew your registration and continue your subscription. The Version number of the the system and the number of days of your subscription remaining are shown. Visit the ElectroPlan website Upgrade page to see the latest version of the system that is available for download. Complete a download at any time to keep your system up with the latest features.