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Appendix B Performing Common Project Management Tasks

In document Carrier HAP46 Manual (Page 118-120)

accessible to your computer. The only requirement is that when the project is first saved the storage folder must be empty.

As a sound data management practice, we recommend saving the project periodically as you work with it. If you ever need to undo a mistake you’ve made, you can re-open the project without saving it. This restores the project data from your last project save, but any changes made since the last save will be lost. If project data is saved frequently, undoing a mistake will only cause a small amount of data to be lost.

B.4 SAVING A PROJECT AS A NEW PROJECT

The Save As option on the Project Menu is used to store changes to your current project data in a new project rather than the existing project. Typically this feature is used when making a copy of a project. To save a project as a new project:

 First choose the Save As option on the Project Menu.

 You will be asked to specify a name for the new project. By default the project will be saved under \E20-II\PROJECTS in a folder whose name is the same as the project name. However, users may override this default and save the data in any other folder. The only requirement is that when the project is first saved the folder must be empty.

 HAP then saves your current project data in the new project folder and closes the old project. All subsequent changes to project data and saving of project data will affect the new project you created.

B.5 DELETING A PROJECT

To delete a project:

 First, choose the Delete option on the Project Menu. The Delete Project window will appear.  On the Delete Project window choose the project you wish to delete.

 HAP data files for the selected project will then be erased. If the project only contained HAP data, the project itself will be erased. However, if the project contained data from other programs, the project will remain in existence along with the data from these other programs.

Example: A project contains HAP and AHUBuilder data. You choose the Project/Delete option from within HAP. Only the HAP data will be erased. The project will continue to exist and will contain only data for AHUBuilder.

The Project/Delete option should be used with care. When project data is deleted it is permanently lost and cannot be recovered.

B.6 EDITING PROJECT PROPERTIES

The Properties option on the Project Menu is used to enter or change the descriptive information for a project. When this menu option is selected the Project Properties window appears. It contains the descriptive items listed below. Of these the Project Name is the only item that must be defined since it is used throughout HAP for various purposes. All of the other items are for the user’s own reference and are therefore optional.

 Project Name: A reference name for the project. It appears on all HAP reports, in the title bar of the

HAP main program window and on selection lists when opening and deleting projects. It is important to use a descriptive name for the project so you can easily determine what data the project contains. Note that after a project has been saved for the first time its project name cannot be changed, except by using the Save As option on the Project Menu.

 Contact Type: An item that defines who the client for the project is: a contractor, owner, architect,

etc…

 Contact Name: The name of the client or a person in the client’s firm who is the contact for this

project.

 Salesperson: The name of the salesperson working with you on the project to supply HVAC

equipment information.

 Date: A significant date for the project. Some users specify the date the project was created. Others

specify the contract date or a delivery date.

 Notes: Notes concerning the status of the project or any other pertinent information.

Press the OK button on the Project Properties window to exit and save the changes you made. Press the Cancel button on the Project Properties window to exit without saving changes.

B.7 ARCHIVING A PROJECT

The Archive option on the Project menu saves project data in one compressed file for safekeeping. A project is typically archived when saving it for backup storage, for future reference, or when transferring data from one computer to another. In order to archive data for a project:

 First open the project you wish to archive. When you choose the Archive option, HAP data for the currently open project will be archived.

 Choose the Archive option on the Project Menu.

 You will then be asked to specify the name of the archive file and the destination drive and folder where the archive file will be written. Use a descriptive name for the archive file so you will be able to recognize it easily when you need to use it in the future. The destination folder you specify can be on a hard disk drive or on removable media such as a zip drive or floppy disks. When using floppy disks, it is helpful to have a set of formatted floppies ready. While the archive software will automatically format disks, the archive runs faster if you use pre-formatted floppies. Once a file name and folder has been specified, press the Save button.

 The program then compresses the HAP data files for the current project, placing the data in a single ZIP-format file in the destination folder you specified. When archiving to floppy disks, the archive file will be spanned across multiple floppies if this is necessary.

Note: Archiving data does not remove it from the project. It merely stores a copy of the data for safekeeping. You can continue working with the current project data after it has been archived.

Appendix B

Performing Common Project Management Tasks

In document Carrier HAP46 Manual (Page 118-120)