• Simplified System - Used to create a new Simplified system in the current project folders. Selecting Simplified System enables the System Designer tab.
• Detailed System – Used to create a new HVAC system in either the application data folders or in the current project folders. Selecting Detailed System enables the Graphic Designer tab and the Designer Toolbox.

  By default, new HVAC systems are placed under the Uncategorized HVAC Systems category.

• Import – Used to import HVAC systems from an EnergyPlus input files (*.IDF) into either the application data folders or in the current project folders. Selecting Import opens the Open dialog with the file filter set to EnergyPlus input files (*.IDF).

  Clicking Open imports the HVAC system in the selected IDF file, and enables the Data tab. Because the IDF file contains only data about the HVAC system, the schematic mode (Graphic Designer tab) is not enabled.

  By default, all imported HVAC systems are placed in the Uncategorized HVAC Systems category.

• Copy – Used to copy an existing HVAC system or subsystem within the same location (from the Project folders to the Project folders or from the Application data folders to the Application data folders).
• Copy to Project/Copy to Application data – Used to copy HVAC systems and subsystems between the project and application data folders. The Copy to Project button is enabled when Application HVAC systems are being displayed. The Copy to Application data button is enabled when Project HVAC systems are being displayed.

HVAC systems, subsystems and compound HVAC components can also be saved in sub categories in both panels, and appear as hierarchical folder structures. HVAC systems, subsystems and compound HVAC components can exist in multiple categories. Selecting them from the folders displays their contents and properties in the Graphic Designer Tab or the Data tab depending upon how they were created or saved.

Categories panel and folders: The following list describes each object in the tree, and its available options.

• Category panels names appear on the panel separator bars. There are two panels for both the Application and Project. They are HVAC Systems and Components
• "Category"
  • An unlimited number of categories can be created using the Add to category dialog.
    
    
    

    Setting	Description
    Category	Used to select and create and HVAC system categories. To select an existing category... — Expand the Category list, and chose one. All existing sub-categories associated with the active category are listed in the four sub-category lists. To create a new category... — Enter text to create the new category.
    Sub-category 1 – 4	Used to select and create up to four levels of HVAC system sub-categories. To create a new sub-category... — Expand the Category list, and chose one. Enter text in Sub-category 1 to create a new sub-category under the selected category.Optional: Repeat for Sub-category 2 through 4 to create more sub-categories under Sub-category 1.
    OK	Applies all changes. HVAC system categories and sub-categories in HVAC Manager are updated.
    Cancel	Cancels all changes.

  • Each category can contain an unlimited number of HVAC systems, subsystems and compound HVAC components.
  • Each category can contain up to four sub-categories.
  • Provides a pop-up menu for creating new systems and renaming the category.
• "Sub-category" - Represented with a folder icon in the tree view. Up to four levels of sub-categories can be created under a category using the Add to category dialog.
• "HVAC System"
  • Represented with an HVAC system icon. HVAC systems can exist in multiple categories and sub-categories. An HVAC system can consist of other HVAC systems acting as subsystems, HVAC sub systems, compound HVAC components and components.
  • Provides a pop-up menu for editing the HVAC system, creating and importing new HVAC systems and subsystems, copying and copying the HVAC system into other HVAC systems as a subsystem, copying the HVAC system between the project and application data folders, modifying the HVAC system categories, and an option to add/remove the system from the Conceptual Design project templates.
• "HVAC subsystem"
  • Represented with an HVAC system icon. HVAC subsystems can exist in multiple categories and sub-categories. An HVAC subsystem can consist of other HVAC systems acting as subsystems, HVAC sub systems, compound HVAC components and components.
  • Provides a pop-up menu for editing the HVAC subsystem, creating and importing new HVAC systems and subsystems, copying and copying the HVAC subsystem into other HVAC systems as a subsystem, and copying the HVAC subsystem between the project and application data folders.
• "Compound HVAC component"
  • Represented with a representative icon. Compound components are made up of one or more HVAC components or other compound components.
  • Provides a pop-up menu for editing the compound HVAC component, creating and importing new HVAC systems and subsystems, copying the compound HVAC component in the same location in the object tree, and copying the compound HVAC component into existing HVAC systems and subsystems in the project or application data folders.
• "Base HVAC component"
  • Represented with a representative component icon. Base HVAC components are the most elemental objects used to design HVAC systems, subsystems and compound HVAC components.
  • Provides a pop-up menu for creating and importing new HVAC systems and subsystems, renaming the component, and deleting the component.

• New System — Creates a new HVAC system. By default, all new HVAC systems are placed in the Uncategorized HVAC Systems category.
• New subsystem — Creates a new subsystem in the selected HVAC system.
• Import System — Imports an HVAC system from an EnergyPlus input file (*.IDF). By default, all imported HVAC systems are placed under the Uncategorized HVAC Systems category.
• Import subsystem — Imports a subsystem from an EnergyPlus IDF input file into the selected HVAC system.
• Copy — Creates a copy of the HVAC system in the same category or sub category.
• Copy into existing HVAC system — Creates a copy of the HVAC system into an existing HVAC System as a subsystem. Existing HVAC systems are selected from a sumbenu.
• Copy to Project/Application data — Creates a copy of the selected HVAC system in either the project or application data folders, depending upon which is active. A new category is created with the same name in the project or application data folders if it does not already exist.
• Copy to Project/Application data into existing HVAC system — Copies the HVAC system into an existing HVAC System as a subsystem in either the project or application data folders, depending upon which is active. Existing HVAC systems are selected from a sumbenu.
• Rename — Used to rename the HVAC system.
• Delete — Used to delete the HVAC system.
• Add to category — Opens the Add to category dialog in which the HVAC system instance’s category information can be modified. The Add to category dialog is also used to create new categories and sub-categories.
• Rename category — Opens the Rename category dialog in which the HVAC system instance’s category can be renamed.
• Remove from category — Used to remove the HVAC system from the categories which contain instances of it. The categories to remove the HVAC system from are selected from a sumbenu.
• Include/Exclude from Conceptual templates — Adds/removes the HVAC system from the Conceptual Design project templates. Selecting Include/Exclude from Conceptual templates adds/removes the HVAC system from the drop-down list of HVAC systems in the Step 4: HVAC system section of the Conceptual Design dialog.

• New System — Creates a new HVAC system. By default, all new HVAC systems are placed under the Uncategorized HVAC Systems category.
• New subsystem — Creates a new subsystem in the selected HVAC sub system. This option is disabled for predefined HVAC subsystems.
• Import System — Imports an HVAC system from an EnergyPlus input file (*.IDF). By default, all imported HVAC systems are placed under the Uncategorized HVAC Systems category.
• Import subsystem — Imports a subsystem from an EnergyPlus IDF input file into the selected HVAC subsystem.
• Copy — Creates a copy of the HVAC subsystem in the same category or sub category.
• Copy as new HVAC system — Creates a copy of the HVAC subsystem, and adds it to the Uncategorized HVAC Systems category as an HVAC system.
• Copy into existing HVAC system — Copies the HVAC subsystem into an existing HVAC System. Existing HVAC systems are selected from a sumbenu.
• Copy to Project/Application data as new HVAC system — Creates a copy of the selected HVAC subsystem in either the Project or Application folders, depending upon which is active, and adds it to the Uncategorized HVAC Systems category as an HVAC system. An Uncategorized HVAC Systems category is created in the Project or Application data if it does not already exist.
• Copy to Project/Application data into existing HVAC system — Copies the HVAC subsystem into an existing HVAC System in either the Project or Application folders, depending upon which is active. Existing HVAC systems are selected from a submenu.
• Rename — Used to rename the HVAC subsystem.
• Delete — Used to delete the HVAC subsystem.

• Edit Component/Finish Editing Component — Enables the Graphic Designer tab and the Designer Toolbox which are used to create HVAC systems by adding and connecting compound HVAC components and base HVAC components.
• New System — Creates a new HVAC system. By default, all new HVAC systems are placed under the Uncategorized HVAC Systems category.
• New subsystem — Creates a new subsystem in the selected HVAC sub system.
• Import System — Imports an HVAC system from an EnergyPlus input file (*.IDF). By default, all imported HVAC systems are placed under the Uncategorized HVAC Systems category.
• Import subsystem — Imports a subsystem from an EnergyPlus IDF input file into the selected HVAC subsystem.
• Copy — Creates a copy of the HVAC component in the same category or sub category.
• Copy to Project — Creates a copy of the selected HVAC component in the Project folder. A new category is created with the same name if it does not already exist.
• Copy as new component — Creates a copy of the selected HVAC component in the Application folder. The copy is added to Uncategorized Components category. Copy as new component is enabled only when right clicking on an compound HVAC component in the Project folder.
• Copy to Project/Application data into existing HVAC system — Copies the compound HVAC component into an existing HVAC System in either the Project or Application folders, depending upon which is active. Existing HVAC systems are selected from a submenu.
• Rename — Used to rename the compound HVAC component.

• Delete — Used to delete the compound HVAC component.

• Add to category — Opens the Add to category dialog in which the compound HVAC component instance’s category information can be modified. The Add to category dialog is also used to create new categories and sub-categories.
• Rename category — Opens the Rename category dialog in which the compound HVAC component instance’s category can be renamed.
  
  
  

  Setting	Description
  Category	Used to select and rename HVAC system categories. To select an existing category... — Expand the Category list, and chose one. All existing sub-categories associated with the active category are listed in the four sub-category lists. To rename a category... — Enter text to overwrite the existing category name.
  Sub-category 1 – 4	Used to select and rename up to four levels of HVAC system sub-categories. To rename a sub-category... — Expand the Category list, and chose one. Enter text in Sub-category 1 to overwrite the existing sub-category name.Optional: Repeat for Sub-category 2 through 4 to rename more sub-categories under Sub-category 1.
  OK	Applies all changes. HVAC system categories and sub-categories in HVAC Manager are updated.
  Cancel	Cancels all changes.

• Remove from category — Removes the compound HVAC component from the categories in which instances of it exist. The removed compound HVAC component is not deleted, just moved into the default Uncategorized Components category.

• New System — Creates a new HVAC system. By default, all new HVAC systems are placed under the Uncategorized HVAC Systems category.
• Import System — Imports an HVAC system from an EnergyPlus input file (*.IDF). By default, all imported HVAC systems are placed under the Uncategorized HVAC Systems category.
• Rename — Used to rename the base HVAC component.
• Copy — Creates a copy of the HVAC base component in the same category or sub category.
• Copy to Project — Creates a copy of the selected HVAC base component in the Project folder. A new category is created with the same name if it does not already exist.
• Delete — Used to delete the base HVAC component.