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If you're new to the EPLAN platform, you might feel overwhelmed by the vast array of functions available. But fear not! This article is here to guide you through the ten essential steps for creating a project. We'll also provide more in-depth articles on each step to help you master the platform's features.
This blog is for those who have successfully completed the EPLAN Electric P8 Basic Training or EPLAN Electric P8 Refresh Training, as it serves as a gentle reminder of the valuable lessons learned. If you have not yet completed this recommended training, you can check the next available courses here. As an EPLAN software user, it's essential to keep your knowledge up-to-date to ensure your designs are top-notch and as efficient as possible.
1. Create a new project
Individual schematic pages, as well as pages with reports such as parts lists, connection lists etc, are grouped into projects in the EPLAN platform. The usual practice is that one machine or technological device corresponds to one EPLAN project. You can learn how to create a new project or restore a project from a colleague in this article - How to create a project in EPLAN software.
2. New page
To create schematics in a newly created project, it is necessary to start by creating a new page. These pages can be interactive, such as diagrams or various overviews or reports (parts lists, junction lists, content, title page etc). You can learn what kind of page to use for what purpose and how to name a page in the article - How to create a new page in an EPLAN project.
3. Insert symbol
Are you wondering how to incorporate devices into your projects and schematics? In the article 'How to Insert a Symbol or Device into an EPLAN Diagram' we cover everything from utilising the insertion center to selecting appropriate symbols and devices, and even tagging your favourites for easy access.
4. Device navigator
When designing diagrams in the EPLAN platform, you can create them using the complete symbols of your device, allowing for a clear visualisation of its structure. These diagrams are easy to understand and can be viewed in the device navigator, which breaks down the composition of all devices used in the project. Read the article 'Why Device Navigators Are Essential in EPLAN Software' for tips on how to effectively utilise this tool and its functions.
5. Insert macros
Repetitive tasks can be a drag, but imagine taking your copy-paste game to the next level with macro technology. Not only will you save time and effort, but you'll also minimise the risk of errors. Learn more about creating and organising in our article - How to Simplify Your Schematic Design with Macro Technology.
6. Parts management
After successfully creating our first diagram and connecting symbols, the next step is to choose the right circuit breaker. Fortunately, the EPLAN platform's parts database combines device data, model numbers, order codes, and technical information to make this decision easier. However, managing and creating parts can be a challenge. The blog article 'Parts Management in EPLAN' provides the answers you need.
7. Reports
Once your diagrams are finalised, it's time to hand over the project and create outputs for different stakeholders. With EPLAN, generating BOMs, connection lists, terminal block and cable plans, project content, and title pages is seamless and effortless thanks to its powerful reporting tools. Discover how easy it is to generate reports in the article - Evaluation (Report Generation) in EPLAN
8. Export to Excel
It is also essential to send the bill of materials (often in Excel) or provide materials for printing labels and sleeves. Fortunately, with the EPLAN platform's Descriptions function, all project data can be exported to external formats such as Excel or TXT/CSV with ease. To learn more about exporting BOMs in MS Excel form, check out our article - How to export bills of materials as MS Excel
9. Export PDF
To ensure that everyone can access your project, it's essential to submit it in a readable format. However, the project can contain excessive data that does not require communication with clients. That's why the PDF format is the ideal solution. For instructions on how to export your project to PDF, including setting export, colours, paper size, or even a 3D model, check out our blog post - How to Export an EPLAN project to PDF
10. Backup project
And finally (or even continuously in case of major changes) the project needs to be backed up. The backup creates a single compressed file from the project that can be easily sent to colleagues or attached to an order. You can learn about the settings and types of backups in the article - How to Backup a Project
Maximise your productivity with the EPLAN platform by mastering the software efficiently. We recommend that all users complete the EPLAN Electric P8 Basic Training as a minimum. We offer a range of training options to suit your needs. Find out more by visiting our training page.
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