Create an HVAC plan

Show me an example

Use the HVAC Plan template to lay out heating, ventilation, and cooling ductwork. You can create HVAC plans on a blank page or as a layer in an existing floor plan.

  1. Start an HVAC plan in one of the following ways:

ShowOn a blank page

On the File menu, point to New, point to Maps and Floor Plans, and then click HVAC Plan.

By default, this drawing type opens a scaled drawing page (scaled drawing page: A drawing page with a drawing scale, such as 1/4" = 1' or 2 cm = 1 m.) in landscape orientation Wide page. You can change page, ruler and grid settings at any time.

ShowAs a layer in a CAD floor plan

  1. On the File menu, point to New, point to Building Plan, and then click HVAC Plan.
  2. On the Insert menu, click CAD Drawing.
  3. For Files of type, select AutoCAD Drawing (*.dwg, *.dxf). Locate the CAD file, select it, and then click Open.
  4. To accept the size and scale of the CAD drawing, click OK.

 Note   If the drawing scale of the CAD drawing is different than the scale of your drawing page, you will be asked if you want to match the scales or continue without matching.

  1. After you have inserted the drawing, you can resize it, change its scale, or move it. You can also lock the Microsoft Office Visio layer that contains the CAD drawing.

 Tip   To change the properties of an inserted CAD drawing (for example, to change its scale or protection settings), right-click the drawing, point to CAD Drawing Object, and then click Properties.

ShowAs a layer in an existing Visio floor plan

  1. On the File menu, click Open.
  2. In the Open dialog box, locate the existing Microsoft Office Visio floor plan drawing that you want to use. Select the file, and then click Open.
  3. On the File menu, point to Shapes, and then click Open Stencil.
  4. In the Open Stencil dialog box, double-click the Building Plan folder.
  5. Hold down CTRL, and then click HVAC Ductwork, HVAC Equipment, and Registers, Grills and Diffusers to select the shapes for an HVAC Plan.
  6. Click Open.

 Tip   You can lock the existing layers of a drawing so that you do not accidentally change them when you create a new plan on top.

  1. From HVAC Ductwork, drag ductwork shapes onto the drawing page.
  2. Resize ductwork shapes.

ShowResize by stretching

  1. Resize duct length or width by dragging selection handles Selection handle image.
  2. Resize ducts or change branch angles by dragging control handles Control handle image - yellow diamond.

To see a tip that describes what a control handle Control handle image - yellow diamond on a selected shape does, pause the pointer over the handle.

ShowResize by entering dimensions

  1. Right-click the duct shape, and then click Properties.
  2. In the Custom Properties dialog box, type the diameter, or the width and height, and then click OK.
  1. Connect ductwork shapes.
  1. Position the first ductwork shape on the drawing.
  2. Click and drag a connection point Connection point image - blue X on the second ductwork shape to a connection point Connection point image - blue X on the first ductwork shape.

 Note   The pointer must be over or near the connection point that you want connected to the first shape, as shown in the illustration.
Pointer on or near a connection point that will be connected to a Junction duct shape

  1. Release the mouse button when the connection points on both shapes appear as a red square Red box showing glued connection point image.

Ductwork shapes automatically rotate into position, match the size of the duct to which they are being connected, and glue to each other, as shown in the illustration.

Straight ductwork shape connected to a Junction duct shape

  1. To continue connecting ductwork shapes, repeat steps 2 and 3.

 Tip   To show or hide connection points, on the View menu, click Connection Points.

  1. Label ductwork shapes.

ShowAdd a text label

  1. Select the shape, and then type the label text.
  2. Reposition a label by dragging the label's control handle Control handle image - yellow diamond.

ShowAdd a label showing duct size

  1. Right-click the duct shape, and then click Show Duct Size.

 Note   The diameter symbol (Ø) is added to the label of circular ducts automatically.

  1. Reposition a label by dragging the label's control handle Control handle image - yellow diamond.
  1. Indicate the locations of registers, grills, diffusers, and other HVAC equipment shapes in the drawing.
  1. From Registers, Grills and Diffusers, drag shapes on top of ductwork or drag shapes onto the drawing page and connect them to the ductwork using a flex duct.
  2. From HVAC Equipment, drag shapes on top of ductwork.

 Note   Shapes from Registers, Grills and Diffusers and HVAC Equipment are schematic symbols and will not rotate or glue to ductwork.

 Tip   You can configure some ductwork shapes by right-clicking them and then clicking a command on the shortcut menu. For example, you can change a straight duct from rectangular to circular, and show or hide the duct size.

 
 
Applies to:
Visio 2007