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Getting Started: Panelboard Configurator
Getting Started: Panelboard Configurator
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Written by empowerU
Updated over a week ago

Introduction

ABB's ReliaGear Lighting Panelboard configurator has been re-designed to work within empower. This getting started guide will help users get familiar with the configurator tool and learn some useful tips for screen navigation and frequent questions.

Screen Overview

In this section, we highlight the overall Panelboard configurator screens to get you familiar with navigating the tool. The configurator is broken up into multiple process steps (screens) that you will see highlighted below.

Process steps covered in the overview include:

  • Lineup

  • Incoming Device

  • Feeders

  • Options

  • Layout

  • Bill of Materials (BOM)

  • Drawings

TIP: check out the other lesson sections for the various general configurator screen options like save, copy, etc.

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Lineup Screen

Lineup Screen

  1. Panel Quantity: max qty of 11 for lighting panels and 1 for power panels. This is due to some downstream system restrictions. [Note: this limit existed in the legacy Speedi tool as well]

  2. Panel Type: selecting the Voltage and Interrupting Rating drives the panel type selection to provide the most cost effective solution. As a user, you can override this if you desire. EntellEon panel type is now available for selection.

  3. Pro-Stock Compatible: use this if you plan to pull this panel from your distributor stock.

  4. 42 Max Circuits: panels will max out the number of circuits per section. If user needs max of 42 circuits per section, they need to check the box 42 Ckts Max Per Section.

  5. Incoming Type: select the incoming type and amps for the panel. If breaker is selected, additional information maybe required on the Incoming Device screen.

  6. Bus, Enclosure, & Lugs: these options are now available on the line up screen vs the modifications list to make it easier to select during the first part of the panel configuration.

  7. Lead Time Indicator: the Lead-time truck in top header bar will update as a user makes selections. Both the truck icon (color) and lead-time (in days) will update.

TIP: a green truck with 5 day lead-time indicates that the panel will automatically ship in 5 days (Quick Ship Q cycle) at $0 premium. The Box Ahead order release option is not available for quick ship panels.

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Incoming Device

Incoming Device Screen

TIP: The Incoming Device screen is activated when the incoming type is selected as breaker.

  1. Frame: select the frame type for the incoming breaker

  2. Accessories: choose any necessary options for the incoming device such as shunt trip, lug kits, handle locks, bell alarms, etc.

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Entering Feeder Breakers

Feeders Screen

  1. Breakers: add required feeder breakers (qty, amps, poles, & frames) to the panelboard. Use the action buttons highlighted below to add more.

  2. Quick Entry: use this option to quickly enter feeder breakers by inputting just quantity, amps and poles. This option runs all validation rules after entering all breakers. Click Here to learn more about quick entry!

  3. Action Buttons: Add, Copy, Delete, & Delete All buttons to manage the current list of breakers in the feeders section

  4. Circuit Details: in this section you can specify the total number of circuits required to automatically add spaces into the breaker summary. To delete the spaces line, clear the current value from the input box

  5. Accessories: select the specific feeder breaker line item and then choose any required accessories for that group of breakers

TIP: users can navigate and enter breakers by leveraging in the tab key to advance to the next field. The Insert Key on the keyboard will create another line item in the breaker summary (acts like the add button).

TIP: quickly enter a second panelboard with similar values by copying the panelboard and then using the Delete All button on the feeders screen to reset the breakers.

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Options Screen

Options Screen

  1. Frequently Used Options: the most frequent panelboard options (i.e. nameplates, front/doors, etc) have been pulled out of the modifications grid and provided as standard options on the screen. This allows for easier selection of these options.

  2. Circuit Numbering: vertical circuit numbering and specific starting circuit number are located here..

  3. Additional Modifications: remaining available modification options are located in the options grid at the bottom of the screen. Choose to Add, Delete, or Copy specific options.

TIP: you can type in the modification code (option) in the description input field when adding options via the grid you can quickly select the specific modification

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Layout Screen

Layout Screen

User the layout screen to enter into Specified Layout mode to place individual breakers into their correct locations if required.

  1. Edit: when selected, this will enter the specified layout mode and activate the breakers to be dragged into position.

  2. Save: this button will become active once user has entered specified layout mode. Use this function to save your current breaker placements.

  3. Revert: becomes active when in specified layout and when selected will revert the breaker placement to the predetermined locations.

  4. Clear: can be selected at any time to clear all breakers from the panel.

  5. Auto Fill: this option can be used to place all remaining breakers into appropriate circuit locations. Use this when completing a large panel where majority of breakers are the same and you want to specify only the few unique breakers (i.e drag-and-drop your 100 amp 3 pole breaker into the correct location then select auto fill to place the 15 20 amp 1 pole breakers).

  6. Split and Fill: this option allows breakers to be placed in the order in which they were entered on the feeders screen. Simply choose the breaker that is to be placed in the top right of the panel (the split point).

  7. Breaker Placement: an alternative to the drag-and-drop method for placing breakers. Selecting this option will provide the user with a grid based input screen for placing breakers. See the Breaker Placement section for full details.

  8. Zoom/Height: users can choose the zoom level to aid in placing breakers once specified layout has been activated.

TIP: check out the Specified Layout section in this lesson for detailed tips on efficiently using the various layout options.

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Bill of Materials

Bill of Materials (BOM) Screen

User the Bill of Materials screen to review the BOM before adding the panel to your quote. You can view the complete BOM for all panels (and all items) on a quote by view the quote level BOM.

Productivity Tips

Within the empower configurator platform, several features have been introduced to help drive user productivity when creating and managing panelboard configurations. These include:

  • Advanced Save Options

  • Delete All Feeders

  • Configurator Favorites

  • Copy Line Items

When used, these features enable users to configure a single line item and then re-use the configurations for the active quote as well as future quotes.

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Advanced Save Options

Advanced Save Options

To help users quickly create multiple panelboard configurations we have introduced an advanced save button that gives users several options when saving the current configuration

Save: clicking on the Save button simply saves the current panelboard configuration.

Save & New: choosing this option will save the current line item configuration and create a new blank panelboard.

Save & Copy: selecting this option will save the current line item and then create a new panelboard line item with the exact same options and selections as the previous panelboard.

TIP: use the Save & Copy option along with Delete All on the feeders screen to quickly configure like panelboards with different feeder breakers.

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Delete All Feeders

Delete All Feeders

On the feeders screen within the panelboard configurator, empower introduced the Delete All button. This will delete all currently added feeder lines and reset to the default setting. This feature is very useful when leveraging the Save & Copy or Configurator Favorites options described above. A user can simply copy an existing panelboard line item (which will set all options such as line up, incoming device, etc) and then quickly delete all feeders in order to add the required feeders for the new panel.

TIP: be sure to check out the Entering Feeder Breakers section in this lesson for more tips such as Quick Entry, Insert key shortcut and more!


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Configurator Favorites

Configurator Favorites

Introduced with empower is the ability to save and load configuration favorites for any product configurator. At any state of the product configuration a user can elect to save the selections as a favorite to be used for future configurations. Users can save multiple favorites for each product configurator.

For panelboards, all process steps (screens) are saved as part of the favorite. These options are applied when a favorite is loaded as a new item.

NOTE: favorites are unique to each individual user and each product configurator.

The Favorites feature is accessed from within the configurator screen and is located in the top right. From this menu you can Save As and Load From saved configurations.

TIP: Check out the Configurator Favorites section from the product configurator lesson for more details.

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Copy Line Item

Copy Line Items

For all product configurators, users can quickly create new or copy existing line items from within the configurator menu. This provides users with an efficient way to create the first panelboard, and then quickly copy to create the remaining configurations. Copying a line item copies all options (lineup, feeders, etc) from the original configuration.

TIP: this feature gives users similar functionality to how Speedi operated related to applying the last config when creating a new panelboard item.


To access the New and Copy options, select the configurator menu button.

  1. Menu: select the menu icon to the left of the configurator name to access the options.

  2. New, Copy, Delete: options are located on the right side of the fly out menu.

Entering Feeder Breakers

Panelboard Feeder Breakers are entered on the Feeders screen within the empower configurator. As we continue to improve the overall experience and performance of this screen, there are several shortcuts that users can take advantage of. This section will focus on:

  • Keyboard Feeder Entry / Insert Key Shortcut

  • Quick Entry Option

  • Calculating Spaces

Keyboard Feeder Entry Method & Insert Key Shortcut

The feeder breaker grid within the panelboard configurator is fully configured to support data entry via the keyboard. By using the standard keyboard keys (tab, arrow buttons, space bar, etc) you can navigate and enter feeder breakers.

Advance to next field: use the Tab key on the keyboard to advance to the next input field on the device line item

Activate a drop down: click the space bar to activate a drop down (showing the value list) and then the direction arrow keys to move up and down the list to select the required value.

Add New Line: use the Insert Key on your keyboard at any time to create an additional feeder breaker line.

TIP: combining the Quick Entry field (highlighted below) and the Insert Key users can quickly enter in breakers.

Feeder Quick Entry

Quick Entry Option

To enable users the ability to quickly enter feeder breakers, there is a Quick Entry option on the Feeders screen in the panelboard configurator. This option will allow users to enter just the quantity, trip amps, & poles with additional rows added automatically as you 'tab' across the fields.

While entering the information, there is not rule validation done at time of data entry which eliminates the 'waiting time' between inputs. Once you select OK to save your input the feeder lines will be validated against the configurator rules.


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Calculate Spaces

Calculating Spaces

Enter the total number of circuits required including devices and usable spaces. This will be used to calculate the minimum panel size and the usable spaces after all devices have been added. In some cases the panel may be sized up to the next size panel to accommodate.

To use calculate spaces, enter the total circuits in the 'To calculate space enter branch circuits and hit enter' input box. This will then add a breaker device line for the spaces and the quantity with automatically be calculated and it will adjust as you enter more breakers.

TIP: to delete the breaker spaces, remove the numerical value you entered in the input box.

Options (Modifications)

Panelboard options have been moved into a new screen titled Options vs. the old modifications screen in Speedi. Use these options to select specific items for the panelboard line item. The options screen has also been updated to show the most frequently used options directly on the screen for ease of selection

Additional options are located in the Options Grid at the bottom of the screen.

Did you know?

Options are saved when using configurator favorites and are also copied when using the line item copy feature in the configurator or the Save & Copy option.

Additional Options have been separated into categories (Box, Front, Metering and Control, Intel, Special Options, & All) to help locate like modification codes.

If you have configured a multi-section panelboard, select Same Box Size to set all sections to the same box size irrespective of their configured height.

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Options Screens

Global Modifications

Global modifications is available from the Quote Details page. From there, users must select the specific panelboard line items to apply modifications to. Once a line item is selected, the Global Modifications button will become active.

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Global Modifications

Once activated, users will be able to select from various panelboard modifications and apply them directly to the selected line items. Simply select the modification (option) and then select apply. Once the modifications are applied, the screen will present the user with a success or error message.

Specified Layout

The Specified Layout screen allows users to place panelboard feeder breakers into specific locations within the panel. Users can choose to allow ABB to layout the panel (Auto Layout) or enter into Specified Layout mode and place the breakers themselves according to the panel schedule. There are several options for placing breakers highlighted below.

To activate specified layout, choose the Edit or Clear buttons.

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Enter Specified Layout

Drag and Drop

Users can 'Drag and Drop' breakers into their specific circuit location according to the panel schedule. In this mode, users will 'click and hold' to grab a breaker and then drag it into an available circuit on the panel. Releasing the breaker will drop it into the specified location. When placing the breaker, the top left corner of the breaker is the active spot that needs to be within the square of the available location in order to snap into place.

The below illustration shows various locations where placing the top left of the breaker will result in a successful placement of the breaker.

TIP: being less precise is sometimes better. If you try to place the breaker completely over the available space, the top left corner of the breaker is often outside of the location and then the breaker will not drop into place.

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Drag and Drop Placement

When using the drag-and-drop feature, users will also notice a color coded activation of the destination location that is used to indicate a valid location option. Users will see a Yellow color for valid locations and a Red color for invalid locations.

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Drag-and-Drop Valid Locations

Breaker Placement

Breaker Placement is a feature that has been added to ABB's panelboard configurator specified layout functionality. This new feature will provide an easier way to ensure breakers are placed in the correct position on the panel.

Breaker placement works alongside the existing features such as Clear Layout and Auto Fill. Follow the below steps for using the new Breaker Placement functionality ...

  1. Select 'Enter Specified Layout' or 'Clear Layout'

  2. Select 'Breaker Placement'

  3. Optional: use 'Auto Fill' to place remaining breakers

**Note: breaker placement is currently only available for A-Series lighting panels at this time

Split and Fill

Split and Fill function is another option that can be used to specify panel layouts. This function instantly places the breakers in the desired location based on the order in which the breakers were entered in the feeders section grid. Select the Split and Fill option on the specified layout where you can place breakers in the grid.

**Note: this function is only available to A-Series panels and breakers under certain ampacities, some manual adjustments might be required. QD, SE, ED, SF, SG branch breakers frames will not apply split and fill. Panel feed direction is not relevant.

Circuit Numbering

Circuit Number is now available for A-Series panelboards and is located on the options screen of the panelboard configurator. Users can specify the Starting Circuit Number and have the option to select Vertical Circuit Numbering.

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Circuit Numbering

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