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1
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2
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- The “Open Projects…” screen opens providing two options:
- “Open”, allowing the user to open an existing project
- “New”, allowing for a new project to be created
- For the purpose of this tutorial we will select “New”
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3
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- The first step in creating a project is identifying the projects owner
- This information will be included on all new projects
- Steps
- Click “Tools” > “Options” > “User ID”
- Enter or edit the user information
- Click “OK”
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4
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- The next step is to enter the “Project Information”
- This information will appear on the reports
- Steps
- Select a tab and fill in as much information as possible
- Select the “Save As…” button and enter a Project ID and Project Name
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5
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- Now that the project is created let’s start the unit selection process
- Select the “Design Strategy”
- “Performance Rating”
- If you know the unit you want and need to verify specs
- “Equipment Selection”
- If you know the specs and want to decide on a model
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6
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- Select “ Performance Rating”
- Next, select the icon representing the model
- The Model Selection window opens…
- Select the required categories
- “Nominal Tons”, “Product Configuration”
- The other categories are optional
- Select the “Accessories” button
- Push the “Performance” button
- The “Performance Rating” window opens
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7
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- In the “Performance Rating” window the user can:
- Change the “Design Conditions”
- Add “Accessories”
- Or select the “Calculate” button.
- Displays the performance data
- Select the “Back to Product”
- Notice that the unit has been added to the project
- To add the next unit click the “Add” button under “Unit Controls”
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8
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- Important Reminder
- Performance must be calculated in order for that unit to be included in
the reports
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9
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- Select “ Equipment Selection”
- Next, select the icon representing the model
- The Design Goal window opens…
- Select the “Product Configuration”
- Select one of three “Design Goals”
- Push the “Selection” button
- A dialog box will notify the user of options which affect system
performance
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10
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- “Options / Accessories Affecting Performance”
- Make selections
- Select “OK”
- If no unit meets the design conditions, change the configurations. If
unit is available a “Selections” window will open.
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11
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- “Selections”
- Choose a model from the available choices (1-6)
- The model number appears and the user may now add options and
accessories.
- Select “Back to Project”
- Notice that the unit has been added to the project
- To add the next unit click the “Add” button under “Unit Controls”
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12
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- Simply select “Reports” under “Project Controls” menu
- Select appropriate reports
- Select the “Print” button
- User also has the option of setting up “Quote options”
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13
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- Important: Be sure you have all the info filled in under the “Tracking”
tab on the “Project Data” window or no quote will appear in the quote
tracking reports.
- If you need to look up a quote or list of quotes select the “Track”
button under “Project Controls” menu
- The “Quote Tracking Reports” window opens…
- Select “Report Type” and “Reporting Period”
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14
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- Select the “Residential Splits” icon
- The “Model Selection” window opens…
- Select the model and features and the program automatically fills in
the systems that match
- Highlight the model and select the “Factory Options”
- Notice the model numbers changed at the bottom of screen
- The “blower off” box may become checked
- And the “TVX” info is filled in
- Click the “Performance” button and the “Performance Rating” window
opens…
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15
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- In the “Performance Rating” window
- Set the “Design Conditions” to the criteria desired
- Then select the “Calculate” button to calculate the “Performance Data”
- Important: Performance must be calculated in order to include a
“Residential Split” unit on the reports.
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16
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- To change the logo which appears on the summary page of the report
rename your company logo to ‘logo.bmp’ and place in \ESP2003V3.2\DWGS
subdirectory
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17
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- To download program visit http://www.mctg.com/downloads.html
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18
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- Installation options:
- Internet install
- Single file install
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19
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- After you download to your desktop the icon will look like this:
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20
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- Installing over previous version
- Version 3.2 installs in a new directory
- No need to delete previous version
- First time you run the program it asks whether you’d like to import
contacts from Microsoft Outlook.
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