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  1. Select the Item group that you want to add the System to.  In this case we will be selecting ’03 - HVAC & Plumbing’ 

  2. Select the lowest level of the Item group. For this example, we will select ‘03 – Mechanical’ 

  3. With the Item Group highlighted, Select New System Component 

  4. In the Window that appears you will be able to select an Item from the Item group using the dropdown menu. In the case we are selecting the item 0303.001 - M_Air Handling 

  5. Fill out the information in the window. Serial number, name and select the team responsible. This information can be edited later 

  6. Click ok and you

You have added an Air Handling unit. 

 

Part 2: Create New System Component: Electrical Panel

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  1. To connect the two Systems, go to the Electrical Item Group. In this case we will be selecting ’04 - Electrical’ 

  2. Select the Service Panel Group.  For this example, we will select ‘07 – Service Panels’ 

  3. With the Item Group highlighted, Select New System Component 

  4. In the Window that appears, select an Item from the Item group using the dropdown menu. We are selecting the item 0407.001 - Ward room panel 

  5. Fill out the information in the window. Serial number, name and select the team responsible. This information can be edited later 

  6.  

Now that we have our Panel created, we can create a circuit that will connect the Electrical and Mechanical Systems. 

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