Insert Equipment List

The Insert Equipment List command is used to insert a list of equipment on the drawing. The list will include all of the equipment from a single group in the project. Separate lists can be inserted for each group.

To insert an equipment list, go to

DM Electrical->Equipment->Insert Equipment List

Equipment Project List to Insert Dialog Box

Equipment--Equipment Project List to Insert Dialog Box

Equipment Group: Select the equipment group to insert as a list on the drawing.

Press OK and the Edit Equipment Group Settings dialog box will appear.

Editing Equipment Project Group Settings

Edit Equipment Group Settings Dialog Box

Equipment--Edit Equipment Group Settings Dialog Box

Sort Column: How the list of equipment on the drawing will be sorted. If multiple pieces of equipment are being sorted on the same value, they are then sorted alphabetically by callout.

Callout: The equipment is sorted alphabetically by callout.
Circuit: The equipment is sorted alphabetically by panel name, then by circuit number. Equipment with no location is sorted to the top of the list.
Location: The equipment is sorted by the value in the Location field.
Room: The equipment is sorted by the name of the room the equipment is inserted in. Equipment that is not inserted in a room is sorted to the top of the list.
Sheet: The equipment is sorted by the value in the Sheet field.
Volts: The equipment is sorted by the value in the Volts field.
kVA: The equipment is sorted by the total connected load in kVA. The load is the sum of the four loads on the equipment connection.

Schedule Notes: A note that will appear below the schedule when inserted on the drawing.

Maximum Schedule Height: Whether or not the schedule has a maximum height. This height is inches on the printed page.

If this is not checked, the schedule will be in a single schedule.

If this is checked, you can specify the maximum height of the schedule. When the schedule exceeds this height, it will be continued in a second schedule next to the first. The label of the second schedule will have the Schedule Title Continued Label option added to it to indicate that it is a continuation of the first schedule. See the Options->Schedules section for more information.

Specify on Drawing: Press this button to specify the Maximum Schedule Height on the drawing. The dialog box will be closed and you will be prompted to specify the height.

Specify maximum schedule height:

The distance that you enter on the drawing will be used as the maximum height. It is simplest to draw a line straight down to where the bottom of the schedule should be located.

Zoom to Schedule After Insertion: If this box is checked, the display will be moved to the schedule location after it has been inserted or updated. Check this box if you are having difficulty locating your schedule on a busy drawing.

Show Equipment Not Inserting on Drawing: Whether or not equipment that is not inserted on a drawing will be displayed in the schedule.

Edit Title, Column Labels, and Column Order: Press this button to modify the layout of the equipment schedule on the drawing. See the Labels and Schedules->Edit Equipment Project Schedule List section for more information.

Inserting or Updating the List On the Drawing

To insert or update the list, press OK.

Inserting the List the First Time

If the equipment list is not currently inserted on the drawing, you will be prompted for the insertion location of the list.

Specify insertion point for equipment list:

The location you specify will be used as the top-left corner for the equipment list.

Updating the List Already on the Drawing

If the equipment list is already inserted on the drawing, it will be updated in its current location.

It is necessary to update the list on the drawing when you make changes to the equipment in the project. The schedule will not update automatically.

The equipment list will also be updated when the Update All Schedules and One Line Diagram command is run.

If you have manually inserted graphics, such as revision clouds, over the schedule graphic, always be certain to check their location after updating the schedule.


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