TOPSS Manual

User Guide
TOPSS
Trane Official Product Selection System
version 5
LIMITATIONS OF LIABILITY AND DISCLAIMERS TOPSS, whether used by itself or in combination with other software, is intended as a tool for product selection based on performance requirements for HVAC systems guided by specific operating and environmental conditions. Program accuracy is highly dependent on usersupplied data. It is the users responsibility to understand how the data entered affects program output, and to understand that any pre-made templates are to be used only as guidelines for entering that data. The calculation results and reports from this program are meant to aid the system designer and are not a substitute for design services, judgment, or experience. TRANE, IN PROVIDING THIS PROGRAM, ACCEPTS NO RESPONSIBILITY OR LIABILITY FOR THE DESIGN OF THE BUILDING OR SUPPORT SYSTEMS, WHICH INCLUDES APPROPRIATE SIZING AND APPLICATION OF HVAC SYSTEMS. TRANE SHALL NOT BE LIABLE FOR ANY CLAIMS, CAUSES OF ACTION, OR DAMAGES ARISING OUT OF OR ALLEGED TO ARISE OUT OF THE USE OR INABILITY TO USE THE TOPSS PROGRAM. UNDER NO CIRCUMSTANCES WILL TRANE BE LIABLE FOR ANY INCIDENTAL, CONSEQUENTIAL, OR SPECIAL DAMAGES, REGARDLESS OF THE LEGAL THEORY ADVANCED. Trane and the Trane logo are registered trademarks, and TOPSS and C.D.S. are trademarks of The Trane Company. Windows, Windows NT, and Microsoft Word and Excel are registered trademarks of Microsoft Corporation. Pentium is a registered trademark of Intel Corporation. 2001 American Standard Inc. All rights reserved
Contents
1 Welcome! .................................................................................................................. 1-1
Overview .............................................................................................................. 1-1 TOPSS products ......................................................................................................1-3 What to look for in this manual ...............................................................................1-5 What to look for in online Help................................................................................1-5 How to reach us ......................................................................................................1-6 Want the latest developments?......................................................................1-6 Have suggestions? .........................................................................................1-6
2 Getting Started!...................................................................................................... 2-1

Installing TOPSS ................................................................................................... 2-1 A quick program overview.......................................................................................2-4 TOPSS terminology ................................................................................................ 2-8
3 The Quick Select Wizard ......................................................................................3-1

Step 1 Select a product category .........................................................................3-2 Step 2 Select a product family .............................................................................3-3 Step 3 Select a specific product ..........................................................................3-4 Step 4 Specify the required performance and/or features ...................................3-5 Step 5 View the selection results .......................................................................3-7 Why save to a Wizard file? ......................................................................................3-9
4 Tutorial: Selecting A Preconfigured Product ...............................................4-1

The general process ................................................................................................4-1 Create a preconfigured product...............................................................................4-2 Add a product ..........................................................................................................4-7 Add another product..............................................................................................4-11 Delete a product ...........................................................................................4-12
5 Tutorial: Selecting A Configurable Product .................................................5-1

A configurable product ............................................................................................5-1 Create a configurable product .................................................................................5-6
TOPSS User GuideCDS-PRM003-EN
Contents
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6 Timesaving Features ..............................................................................................6-1

Copy/paste .............................................................................................................6-1 Dimension drawings ...............................................................................................6-1 Find and replace ......................................................................................................6-3 Advanced features..........................................................................................6-4 Graphs/charts ..........................................................................................................6-5 Invalid results ..........................................................................................................6-6 Mixed air calculator .................................................................................................6-7 Sort results..............................................................................................................6-8
7 Customizing TOPSS...............................................................................................7-1
Arrange fields ..........................................................................................................7-1 Change units of measurement................................................................................7-2 Fix tag column.........................................................................................................7-3 Hide information......................................................................................................7-4 Preferences.............................................................................................................7-4 Set/modify default values........................................................................................7-5 Specify tolerances...................................................................................................7-6 Templates................................................................................................................7-7 User defined tab......................................................................................................7-9 Create a custom tab .....................................................................................7-10
8 Job Management ....................................................................................................8-1

Job information .......................................................................................................8-1 Job notes ................................................................................................................8-1 Open an existing file ...............................................................................................8-3 Product information.................................................................................................8-4 Export product report .....................................................................................8-4 Print product report ........................................................................................8-6 Views .................................................................................................................... 8-10 Export Schedule view...................................................................................8-10 Print a view................................................................................................... 8-11
9 Glossary .......................................................................................................................9-1
Definitions ...............................................................................................................9-1 Graphs/charts product information..........................................................................9-4 Menus .....................................................................................................................9-6 Toolbars ........................................................................................................ 9-10
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Contents
TOPSS User GuideCDS-PRM003-EN
Welcome!
Welcome to the Trane Official Product Selection System (TOPSS)! The program provides a single interface to select the right equipment from the continually growing list of product families and models. TOPSS determines which products best meet the performance requirements you specify for each project. If you are new to the TOPSS program, this manual will help you get started. If you have used TOPSS before, check out the Readme and Whats New files on the program CD-ROM or in the Start menu for an overview of the new features.
Overview
System designers not only determine the best system for the building, but also decide which equipment will optimize that system. In the past, this decision was based on a trial-and-error process with the designer entering numbers on a computer spreadsheet (or by hand) and comparing the results to select the best equipment. This time-consuming method is simplified by the TOPSS program. TOPSS provides you with equipment selection and performance calculations for the Trane units you want at the design conditions you specify. Based on the information you enter, TOPSS will quickly evaluate the heating, ventilation, and air conditioning (HVAC) equipment based on performance. You make the final unit choices based on these criteria. The TOPSS selection process consists of five steps: 1 Select a product category. 2 Select a product family.
Welcome!
TOPSS User Guide CDS-PRM003-EN
1-1
3 Select a product file. 4 Specify the required performance and/or features. 5 View the selection results. Adding another product in the same family or adding a different product family is accomplished by repeating the basic process. Then contact your Trane sales engineer to place your order from the list of suitable units. When you instruct TOPSS to produce results that meet or exceed the desired performance criteria, it reviews the available information in a minimal amount of time. After you enter the design conditions, TOPSS performs in one of two ways:
I You select a model and TOPSS calculates its performance
Or ...
I You enter the required performance and TOPSS selects the
model Based on the entered conditions, the program generates the results that best satisfy the performance criteria. Although TOPSS coordinates many variables as it determines the optimum product choices for your project, even the novice user will come up-to-speed using the Quick Select Wizard discussed in Chapter 3. As you become more familiar with this software, youll learn how to make changes to the templates which customize TOPSS to fit your needs, as explained in Chapter 6. We strongly recommend that you work through the tutorials in Chapters 4 and 5 as you start to use TOPSS. Youll walk through the process as you try the tutorial exercises to learn the special features and functions that will assist your project development. Because TOPSS is a Windows-based application, a working knowledge of Windows is beneficial and will greatly enhance your progress.
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Welcome!
TOPSS products
The product list supported by TOPSS is constantly expanding. To view the current list, click Add Product on the main toolbar. A dialog box appears, similar to the one shown below, listing the four groups of product categories available: Refrigeration, Unitary, Air Handling, and Air Terminal Devices and Heating Products. Click the + in front of each group to expand the product list, with product icons, to see the current offerings. The Product Comparison Chart button allows you to compare products within the same category or family in the product tree. Click the button to generate a bar chart that gives you a quick comparison of the potential products.
TOPSS equipment selections will be supplemented as new products become available.
Welcome!
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The drop-down lists of both Performance Attributes and Unit of Measure let you quickly modify the basis of comparison. Double-click the product bar to add products on the chart to the current project.
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Welcome!
What to look for in this manual

I Installation instructions I Explanation of the Quick Select Wizard I Step-by-step tutorials to familiarize you with the program I Program reference information
What to look for in online Help

The TOPSS menu offers three varieties of Help: TOPSS Help explains the program itself; Product Help discusses specific Trane products used in TOPSS; and Video Tutorials demonstrate various procedures in the TOPSS program. Help can be opened in several different ways; through the pulldown menu, the F1 key, or the context-sensitive Help button on the toolbar. The Help files include:
I Detailed descriptions of each field in the program I How to information I Information used by the program I Product background
Welcome!
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How to reach us
In an ongoing effort to passionately serve our customers, The Trane Company provides this software free of charge. Contact your sales engineer for assistance with TOPSS. If your sales engineer is unable to help you, please contact the C.D.S. Support Center. The experienced HVAC engineers and software specialists will provide you with unlimited software support. Should you need additional help, we offer regional or on-site training, too. Give us a call for details. Support Center hours are 8:00 a.m. to 5:30 p.m. CT Monday through Thursday, and 8:00 a.m. to 5:00 p.m. CT on Friday.
phone 608-787-3926 fax 608-787-3005 e-mail cdshelp@trane.com conventional mail The Trane Company Attn: C.D.S. Group 3600 Pammel Creek Road La Crosse, WI 54601-7599
Want the latest developments?

Visit the Trane Web site at: www.trane.com For Web pages specific to Trane software, including free downloads and product updates, enter: www.trane.com/commercial/software
Have suggestions?
We recognize the need for continuous product improvement. As you use TOPSS and discover opportunities to enhance its usability, or if you encounter difficulties, please take a moment to let us know. Fill out the feedback form included in the software package and fax or mail it to us. Or, if you prefer, contact us through any of the methods listed above.
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Welcome!
Getting Started!
As we begin, lets install the program on your computer, take a quick program overview, and then discuss some specific TOPSS terminology.
Installing TOPSS
Computer requirements
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A personal computer (PC) with a Pentium or faster processor A hard drive with 25 to 250 megabytes (MB) of free space At least 64 MB of random-access memory (RAM), but we recommend 128 MB A CD-ROM drive A video card that displays a minimum of 800 600 pixels of desktop area A mouse or other pointing device Microsoft Windows 95, 98, NT, 2000, or ME operating system
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Software information
Adobe Acrobat Reader software is required to view the PDF files of the manual and the Readme file included on the program CD-ROM. You can download the latest version of Acrobat Reader, free of charge, from the Adobe Web site, www.adobe.com.
Getting Started!
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Step-by-step installation
To install TOPSS on your stand-alone or network-linked computer, follow the steps outlined here.
Use the CD menu to install software, access online documentation, learn about other Trane programs, link to the Trane Web site, and view ordering information.
All installations should follow these general steps: 1 Close all applications. 2 Insert the TOPSS CD-ROM into the CD-ROM drive. 3 Your AutoPlay feature should start the CD menu automatically. If not, open Explorer or click Start\Run\Browse and double-click SETUP.EXE that appears in the drop-down list. 4 Select Installation and setup on the CD menu. 5 Follow the directions on the screen to install the program.
ITo
install all products, tutorials, and dimension drawings, select Complete Installation and follow the on-screen directions.
ITo
install specific products and tutorials, select Custom Installation and follow the on-screen directions. install all files on a network server and then make the files available to client PCs, select Network Administrator Installation and follow the on-screen directions.
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Then, repeat the process to install TOPSS on client PCs, but click Complete Installation or Custom Installation when prompted to install system files on a client computer. 6 Eject the CD-ROM and restart Windows after the installation process is completed. 7 To start the program, click Start\Programs\C.D.S. Applications\TOPSS\TOPSS.
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Getting Started!
Installing TOPSS and VariTrane Duct Designer

TOPSS and VariTrane Duct Designer are now interactive. If Duct Designer version 3.0 or higher is installed on your computer, TOPSS will acknowledge its presence during the installation procedure. Note: TOPSS performance is not be affected if the VariTrane Duct Designer program is not available. If you just purchased VariTrane Duct Designer, install it first and then install TOPSS using the general directions on page 2-2. The program asks if you want to install the VAV models for Duct Designer (LFXE, LFXF, VCXE, VCXF, VFXE, and VFXF) or choose Complete, or Custom, or Network Administrator Installation setup. Note: For NT workstations without full permission, you may have to log on as the Administrator to complete the client installation.
If you do not currently use VariTrane Duct Designer, TOPSS will bypass this option.
How to uninstall the program

If you ever need to remove TOPSS from your computer, the uninstall feature in Windows 95, 98, NT, 2000, or ME will remove all program components except files shared with other programs or project files. Go to Start\Settings, and then double-click Add/ Remove Programs in the Control Panel. Select TOPSS and click Add/Remove. Follow the on-screen directions to complete the process.
Getting Started!
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A quick program overview

You compile and enter product information for your project in a worksheet on the screen, then TOPSS compares the performance of the products. The more information you enter about the project, the more closely the results match your criteria. Equipment that satisfies the established guidelines can be displayed onscreen in the Input view or the Schedule view before you select the units for your project. When working in either of the two entry views, preliminary criteria are organized by the product tree on the left side of the window, as shown. Icons indicate the status of each unit; see Table 2-1 for examples. From the Input view you can add products or calculate results. Use the Input view to enter information about a single unit. Take advantage of the tabs on the upper right side of the pane to group product details. These tabs can filter the available options as you define your product criteria.
Table 2-1 TOPSS result symbols Criteria Symbol Description Not marked to run Symbol Results Description Not included In Job
Marked to run
Included In Job
No results
Module not marked in unit
Criteria results, expand with + or Criteria results marked In Job
Module included in unit
Result status, color-coded
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Getting Started!
Job Menu Toolbars Select the User Defined tab to customize entries for specific project needs.
Tabs organize the entries for the product.
Lists products included in the current project.
Enter a unique name in Tag for each set of criteria.
As shown, a job can include a variety of products and criteria.
The Products In Use pane and the In Job and Run Result columns display icons that give you visual clues about completed jobs. See Table 2-1 for details.
Getting Started!
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To change the default starting view, go to File/ Preferences and select either Input view or Schedule view on the Default tab.
Enter larger projects through the Schedule view. It is set up in a spreadsheet format that organizes criteria and results horizontally and vertically as required. The first time you add information to an empty line in the Schedule view, the program automatically creates a new criteria line for the next entry. This view can show product information both before and after the run procedure. Some designers find the Input view helpful when entering information and the Schedule view beneficial for comparing results to make final selections. As you become familiar with the program, you will determine the views that are most effective for you in each step.
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Getting Started!
Use the Results view, which is split into two panes, to review the outcome of each run. Compare the products that meet performance requirements of the project. Add successfully-run products to the Job folder to share with your Trane sales engineer. The Results view is a read-only window, so you cant change information here. Return to the Schedule or Input view to edit entries. Keep in mind that you can customize all of these views and templates created for specific projects. Chapter 6 explains how to make changes to the views, while Chapter 7 discusses templates.
This pane shows the criteria.
Double-click the In Job cell to add a product to the Job folder.
This pane shows the run results.
Getting Started!
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TOPSS terminology
Lets clarify terms used in the program before we begin to use the software. TOPSS defines criteria as the performance data you enter. This information is used to calculate the performance for various product arrangements. Results of the program calculations are identified as potential selections. When you choose a valid result for a criteria, it becomes a selection in your Job folder. You can then share the selections with your Trane sales engineer. The Job Workspace window is a scratch pad for locating and selecting products to be included in the Job folder. The Job Workspace can display several different views: Schedule, Input, Output, Results, and DTU (Default, Tolerance, and Units). The Products In Use tree is displayed in the left pane of the Job Workspace window. The tree lists Trane product families and tag names for sets of performance criteria and results. Productspecific visuals provide a quick-and-easy-to-understand overview of the equipment in your job, both before and after selections. Youll use this tree to move between criteria and product families in your job. The Job folder contains products youve selected for the job. Click the folder icon to view the products. To add a result to the Job folder, double-click the In Job cell in the Schedule, Output, or Results view.
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Getting Started!
A preconfigured product contains product options within a predefined factory configuration. Examples of preconfigured products are fan-coil air conditioners, blower-coil air handlers, and low-height, fan-powered VAV units. A configurable product contains multiple sections or modules each with its own set of optionsthat can be physically arranged in different ways to accomodate requirements. The configurable products currently available in TOPSS are the outdoor climate changer air handler (TSCX) and the indoor central-station air handler (MCCX). TOPSS automatically runs criteria and produces results for modules with a single performance criterion, such as the mixing box. You must manually run or batch run criteria for modules with multiple criteria, such as the fan or horizontal coil. The batch run selects the best fans and coils based on your criteria. TOPSS determines the modules that best meet the performance of the unit you constructed in the on-screen window. The system select process, discussed in detail in TOPSS online Help, lets you select the best coil and fans for your unit in a step by step process. The Input, Output, and Schedule views are fully customizable and can be saved in templates for use in other projects. For example, you can rearrange the order of criteria, customize the User Defined tab to group related information, and show only the fields you need. These customized options save with the job, and can be applied to other TOPSS files using templates. Add criteria for products through the Input view. The workspace has tabs across the top so you can more quickly locate desired entries. The All Fields tab includes all available entries on a single screen, while the User Defined tab lets you display only the entries you choose. Use the Output view to display results in a layout similar to the Input view. This view is read-only, so edit your selections in either Schedule view or Input view. You can check items to place them in the Job folder or assign a tag.
Getting Started!
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The Schedule view uses a spreadsheet format, which works well for large projects or when your project information is also in a spreadsheet format. Choose either a vertical or horizontal layout, depending on your requirements. Resize the columns as needed. Here, youll enter project information, change your entries, and customize options. Schedule view lets you cut and paste information from a spreadsheet file into your current project to save time and ensure accuracy. The Results view displays performance criteria and results of the run. This screen is divided into two panes. Criteria appear on the top pane and results appear on the bottom pane. Youll use this read-only view after the criteria are run. When youve determined the selections for your project, double-click the In Job field to add each one to your Job folder. Modify a variety of settings with the DTU view. Visit one location to adjust default, tolerance, and unit information. TOPSS lets you preview, print, and export reports. Information about a selected product can be printed through the Print or Preview command under File\Print . Click Preview to see the report before it is printed. If you are ready to print, the current views print in these formats:
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Input and Output views print one result per page. Schedule view prints in a spreadsheet format. Dimension drawings print a scaled drawing of the selected unit with dimensional data. Dimension drawings export as *.EMF files, which can be imported into Microsoft Word, and other programs, as pictures.
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Getting Started!
The Quick Select Wizard

Are you ready to begin using TOPSS, but wonder where and how to start? The Quick Select Wizard is an easy way to become familiar with the program and its capabilities. You can also use it to quickly select products based on standard configurations. Well walk through the process as these five steps guide your choices: 1 Select a product category. 2 Select a product family. 3 Select a product file. 4 Specify the required performance and/or features. 5 View the selection results. Each view has a Help window that explains the current step in detail. The valid range limits for the active field are available in the lower left corner of the Quick Select Wizard dialog box.
Remember, you can always click F1 or the Help button for assistance A description of each step appears at the top of each Wizard dialog box.
Performance criteria All the Wizard windows are sizable. Range information for current field. Click for assisatance with current dialog box.
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Click Quick Select Wizard and well get started.
Step 1Select a product category

With your project requirements available, select a product from the list of product categories on the first screen. For example, lets choose Packaged Heat Pumps (PKGP) and click Next or double-click the PKGP product to move to the next window Only one product category can be selected at a time in the Quick Select Wizard. You can add other product categories later, after completing the current set of product requirements.
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Step 2 Select a product family

Now select 3-20 Ton Packaged Unitary Heap Pump Rooftop Dedicated (WCD_) from the list of product families. After youve clicked it, a typical product picture appears on the left pane of the dialog box. To move to the next window, click Next or doubleclick the WCD_ line. Although you can click Finish to leave the Quick Select Wizard and add the product to the TOPSS workspace, lets use the Wizard to refine our performance criteria.
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Step 3 Select a specific product

Here youll choose an available product from the list of predefined Quick Select Wizard products. The screen lists the possible products with additional information on the right pane. Lets select 5 ton, electric heat and click Next. You can select only one product at this step. You can also select a different Unit of Measure Scheme Scheme from Selection, SI, or I-P for the product family here. The window defaults to the current unit of measure scheme from the Quick Select Wizard file.
To add customized, Quick Select Wizard files, go to page 3-9.
Preview of the selected Wizard file.
Change the measurement scheme here.
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Step 4 Specify the required performance and/or features

Information for the selected product, WCD_, is automatically entered. You can make changes to reflect your projects criteria. The dialog boxes for this step vary according to the product selected, so you may have several to work through. Note too, some product wizards have required entries which are displayed as red boxes. Information to complete those boxes is necessary to activate the Next button.
Use this cell to rename the project as required.
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If you enter information that is outside the predetermined unit limits, a screen similar to the one below appears to help you adjust criteria. For more information about Run Messages, see page 6-6.
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Step 5 View the selection results

TOPSS calculates the performance results automatically between Step 4 and Step 5. The Results window shows the total number of results returned after running the product. Units are broken out in the columns Exceeds, Meets, Low, and Total. The table will scroll horizontally if necessary.
If available, click Run Messages for additional information. See page 3-6 for an example.
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If you want to add additional options to the product or add other product categories, click Next Wizard. You return to Step 3 of the Quick Select Wizard where you can enter a different product. To add another product family, click Back to return to Step 2. If your project requires another product category, click Back again to return to Step 1. When you click Finish, the Quick Select Wizard adds the product to the Products In Use tree and places the product information in the TOPSS workspace.
Check the In Job box to add the results to the Job folder.
Click the red question mark for additional information.
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Why save to a Wizard file?

If you have one or more product configurations that you use frequently, saving the information to a Wizard file may be a timesaver. After you customize your product file, save it to a Wizard file so that it is available as a quick select option in the Wizard. Since only one criteria is selected in the Wizard, only the first criteria of a job is saved to the Wizard file.
Formatting and other template information is saved in your Wizard file.
When this dialog box opens, you can add specific notes or assign a name to your Wizard file. These additions will appear in the Quick Select Wizard job notes when the file is chosen, as shown on the next page.
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As you step through the Quick Select Wizard, your customized product files are shown in Step 3. Use this information to speed up the selection process.
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Tutorial: Selecting A Preconfigured Product

Lets look first at the overall procedure for product selection within TOPSS. Well walk through the steps involved in creating a single preconfigured selection, then well add additional products to the job.
The general process

Gather data Before you begin, gather the project documents, specifications, or building plans to assemble the information that youll enter during the equipment performance evaluation process with TOPSS. Accurate preliminary project information simplifies the product selection process. Enter information Select a product family in the Input or Schedule view with the Add Product button. Each product family has its own set of required entries necessary to calculate the performance. Many of the criteria have a preset range of limits within which a given product performs with optimum effect. Enter the program-required entries as well as any additional information that is unique to the project. Keep in mind the more the product is defined, the fewer results TOPSS returns. Run Criteria Choose which criteria to run and begin the process to generate performance results. View Results The results appear in the Schedule, Results, and Output views of the Job workspace. Check any messages in View/Run Messages for additional information. As you review the products that meet the specified criteria, select the units to add to the Job folder. Repeat the process until you have determined all the units necessary for your job. When project selections are complete, share the information with your Trane sales engineer as either an electronic file or a printed report.
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Create a preconfigured job

Open the program if you have not already done so. We will enter a T_C rooftop product in this exercise and will refer to the information in Table 4-1 to complete the task. As you work through the tutorial, save your file (File\Save As\) with a relevant name as with all file names to ensure the information is retrievable. Youll want to save periodically as you complete the exercise. 1 Click Start and select Programs\C.D.S.Applications\TOPSS\ TOPSS. The Welcome window appears:
To bypass the Welcome screen in the future, check this box.
Note: If TOPSS is open, select File\New Job (CTRL+N); then click Add Product. Click + in front of Unitary\Rooftop Air Conditioners (RT). Select 3-5 Ton Unitary Cooling Rooftop T_C. Click OK. 2 Locate the T_C icon, and double-click. Make sure you are in the Input view. Youll see the window on page 4-3 appear with the T_C unit ready for additional criteria.
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The screen lists the products with identifying icons and tags on the left in a tree format with the criteria entry area on the right side of the window. While in the criteria entry area, click the appropriate product-defined tabs, such as Main Cooling or Main Heating, to enter your information. Select the All Fields tab to see all the available options at one time. You can customize User Defined fields for your specific project, page 7-1 has more information. Each product group has tabs that reflect the specific product, but they will be similar to the dialog box below:
We are ready to enter the product criteria. TOPSS has two views that allow you to enter data, the Input view and the Schedule view. Since we are entering only one T_C, lets continue to use the Input view to add the information. We can enter the details with minimal scrolling. 3 Select the All Fields tab, if its not already selected, and enter the performance criteria found in Table 4-1.
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Table 4-1 Unitary Cooling Rooftop T_C product information Field Efficiency Tonnage Voltage Design airflow Cooling EDB Cooling EWB Performance Data Standard efficiency 3 ton 208-230/60/3 1200 cfm 80F 67F Field Ambient temp. Design ESP Heating capacity Heating EAT Performance Data 95F 0.25 6 kW electric heater 3 Ph 70F
Supply fan/drive/motor Standard drive motor Airflow configuration Downflow
You will see some boxes shaded in red as you work through the tutorial; they require values before the program can calculate performance. Blue boxes need information to produce available dimension drawings. Any boxes shaded in yellow contain values that are near the recommended limits of the operating range. Boxes shaded in gray indicate values arent required for that particular entry to run the process. If you decide to add values to gray boxes or just want more information, double-click the box. A dialog box explains which, if any, entry boxes will be affected by value adjustments.
As you work through the red boxes in the tutorial, notice the information in the lower left corner of the TOPSS screen. The program displays range limits for the selected box as shown in the next screen shot.
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The view below shows the entry boxes completed for our exercise based on the available information.
4 Click Run to begin the selection process. TOPSS determines the product sizes that best meet the entered performance criteria. The Output view window appears, with any Run Messages, the Run Results, and a spin box to view additional unit results.
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One of the following symbols appears after a job has been run to indicate results. Various performance-based icons indicate messages relating to the selection. Click the question mark for further job information. Online Help provides detailed explanations of the message icons. This selection is below performance specifications. The results are invalid and can not be added to the job. Recheck criteria before running again. This selection exceeds the specified criteria performance. This selection meets your specified criteria performance. 5 To add the results to the Job folder, check the In Job box at the bottom of the Output view. 6 Save your job. (File\Save Job\To File)
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Congratulations ... you have entered and run your first performance selection in TOPSS. Now, lets add another product to the current job.
Add a product
1 Click Add Product to see the Add Product dialog box. Click + in front of Air Terminal Devices & Heating Products to expand the list. Click + in front of Variable Air Volume Units (VAV). Doubleclick Redesigned Variable Air Volume Signal Duct Terminal Units (SINGLE) to add it to the job.
2 Click Input view and select All Fields tab to enter the following performance criteria.
Table 4-2 VAV single duct product information Performance Data VCWF DDC to control n.c. on/off wtr vlv Performance Data None None
Field Unit model Unit control type
Field Electric heater voltage Electric heater stage
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Table 4-2 VAV single duct product information Performance Data 1250 cfm 375 cfm 0 ft 1/2 matte 375 cfm 1.5 gpm Performance Data 68F 55 F Left Yes 1.5 in. H2O ARI 885-98
Field Design clg airflow Min clg airflow Elevation Unit insulation Valve heating airflow Heating flow rate
Field Room heating setpoint Primary EDB Connection side Run acoustics? Max Inlet SP Discharge transfer function Radiated transfer function
Heating ent fluid temp. Main coil type
180F 1 row
ARI 885-98 mineral fiber
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3 Click Run. TOPSS will determine the products that best meet the performance criteria. After the data has been entered and run, your screen should look like this:
To review all the results, go to View\Schedule\Vertical for a window similar to the one at the top of page 4-10. 4 Check the In Job box to add this product to the Job folder.
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Save your work. Both products from the tutorial have been placed in the Job folder. If you want to review the information, go to View\Job Folder. The following window appears:
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Add another product

Before we finish this tutorial, lets add a final product to our preconfigured job. 1 Click Add Product to add a product. Select Refrigeration\ Rotary Liquid Chillers\70-125 Ton Water-Cooled ChillersSeries R(). 2 Use the product information below to complete the Input view.
Table 4-3 RTWA product information Field Capacity Evap. leaving temp. Evap. entering temp. Cond. entering temp. Cond. leaving temp. Voltage/frequency Performance Data 65 tons 44F 54F 85F 95F 460/60/3 Field Chiller model Evaporator type Condenser type Cond. fluid type Performance Data Series R water cooled chiller Standard cooling 40 to 65F Standard shell, standard temperature Water
Compressor start type Y-delta closed transition starter
3 Click Run to view the available products. 4 Check the In Job box to add the results to the Job folder. The final results of all three products included in this job have been placed in the In Job folder, as shown below. If this tutorial were part of an actual job, the product information would now be ready to share electronically or on paper with your Trane sales engineer. Turn to page 8-6 to learn how to print or export reports.
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Delete a product
Change your mind about a required product for the job? You can delete a product from the tree pane in any workspace view at any time during the process. 1 Select the product to delete. 2 Click Delete, or go to File\Edit\Delete, or right-click on the product and choose Delete.
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Tutorial: Selecting A Configurable Product

Projects that require configurable units can take advantage of TOPSS to simplify performance reviews for all the sections. Lets look at the general method, before beginning the tutorial.
A configurable product
When you select a configurable product, TOPSS defaults to a split window Input view with product information on top pane and module information on the bottom pane. The Input area on the top pane specifies the criteria components. The Unit Size matrix recommends the appropriate unit size for each specific project, based on the entered conditions.
Information can be entered in Schedule view, but we recommend Input view.
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After the air flow value is entered in the Unit Size Matrix, TOPSS highlights criteria outside the velocity range in yellow and displays the recommended size information in green type. Add modules to the Elevation tab in the Input view to build the unit.
Select the unit size in the Unit Size field or in the Unit Size Matrix. Use the module toolbar to add modules to the unit. When additional information is required, the entry boxes or cells in the top half change to red. To update specific performance criteria, select the module, which opens the appropriate entry field in the Input pane. TOPSS automatically runs results for modules with a single performance criterion, such as a mixing box. When you select fans or coils, performance results are processed through an individual Run, a Batch Run, or System Select as shown on the buttons at left.
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The configuration pane is divided into four tabs:

I The Elevation tabmodules can be added to the unit I The Plan tabdisplays the top view of the unit with service
clearance
I The Shipping Splits tabshows shipping splits I The Unit Size Matrix tabshows available sizes in a spreadsheet
layout as determined by actual airflow. To add, copy, move, or delete any module in the Elevation tab, use your mouse or the Edit menu.
Add new modules

There are two methods to add modules to the Input view workspace as you build your unit.
If you dont see the toolbar, go to View\Toolbars, and click Configuration.
I Click the appropriate Configuration toolbar button to add a
module to the Elevation tab.

I Drag the module button from the Configuration toolbar to the
Elevation tab. Note the modules on the screen indicate the direction of airflow through arrows included with each module. When you drag a module to the Elevation tab, a red insertion barhorizontal or verticalindicates where the module can be dropped.
5-3
Copy existing modules

To copy an existing module, right-click the module in the configuration pane. The shortcut menu shown at left appears; choose the Copy option from the list of commands. The mouse shows a plus sign on-screen to indicate a copy operation rather than a move operation. Paste the new module in one step; right-click the module upstream of the new module to select it and then choose the Paste option from the shortcut menu. All the modules criteria, including the settings, will be copied to the new module. Run the module to determine results. As you work through the steps, youll see that the cut, copy, and paste operations are only available if the Elevation tab is visible with a module on the screen.
Delete a module
It is easy to remove a module from the unit while in the Elevation view tab. Select the module to delete, right-click on it, and then click Delete from the shortcut menu that appears.
Move existing modules

To move an existing module in the Elevation view, drag it to the new location. If you have already run a module, you must run that module again after any move.
Validation
TOPSS, by default, validates each unit when product information is entered and modules are selected. You may turn off validation during the configuration process to make changes to the module that temporarily invalidate the information. Validation must be active to run the module or mark the unit In Job. The validation button checks these criteria:
I airflow through the unit is continuous from inlet to discharge, I maximum overhang is not exceeded by modules, and I application rules have not been violated by module placement.
5-4
To turn off validation, select a module or an item on the Products in Use list. Now, choose Product\Validation or click V on the configuration toolbar. If validation is not active, the button displays a red circle with a slash.
Shipping splits
A shipping split indicates how a configurable unit will be divided for shipping at the factory. Shipping splits may contain one or several modules. TOPSS automatically divides units based on factory recommendations. Shipping splits appear numbered in the window and are outlined with bold lines. They automatically recalculate when the module layout changes. Factory-defined splits produce the largest module groups that can be shipped from the factory.
Dimensions toolbar
If you accidentally turn off the toolbar, go to View\ Dimensions.
The Dimensions toolbar contains the length, width, height, and weight of the currently selected modular air handler item. You choose which of the three unit, module, or shipping section items to display in the current Units of Measure scheme by clicking the appropriate button. From left to right, the buttons on the toolbar are for a unit, a module, and a shipping split. Check Metric to change the measurement unit for these dimensions. The module button is selected at left to show dimension information. Click the unit button to see the dimensions totaled for all the modules in the current unit. Select the shipping split button to see the dimensions and weight of the modules in the current shipping split.
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Create a configurable product

Now that you have a little background about configurable products, lets create a unit. 1 Select New Job from the File menu. 2 Click Add Product to show the Add Product dialog box. Select Air Handling (AH), Central Station Air Handlers (CLCH), and then double-click on the Indoor central station air handler (MCCX).
To complete this exercise, use the information from the schedule shown in Table 5-1 on page 5-10. As you go through the entries, take advantage of the online Help to further explain the various categories in this screen and the details each entry requires to process the schedule. Click the appropriate module to display the information in the Input pane. Then enter information in the entry cells to reflect the current module.
Go to File\Preferences\ Defaults to enable the autosave feature.
As you work through this excercise, name your project and save the information periodically. We have all experienced that sinking feeling when a file disappears into cyberspace. Remember to save early ... save often!
5-6
This screen appears after you select an MCCX outdoor air handler:
3 Enter the actual air flow as 10400 cfm. 4 The Unit Size Matrix now displays Unit size 21 in green text as the optimum selection for the desired airflow. Use the All Fields screen to select Unit Size 21 and then Unit base 4 mounting leg in the Input pane to begin the module selection process.
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Configuration toolbar
The Configuration pane displays four tabs in the lower portion of the screen. Elevation is the default tab, which appears as an open location for you to place modules as you build the unit.
When the mouse hovers over each module on the toolbar, it is identified onscreen.
Lets begin the module selection processwith the Configuration toolbarbased on the information in Table 5-1. Most of the toolbar buttons have drop-down options available to further define the module and simplify your job. As you add the modules, use the black arrows on the modules to verify airflow. Red arrows indicate an incorrect airflow. Two fans, an eliminator, a filter, a coil, a diffuser, two mixing sections, and a discharge plenum are needed to complete this project.
5-8
1 Drag the nine modules you need for this exercise to the Elevation screenbe patient, it may take a few seconds for each module appear on the screen. The first five elements are further defined to assist your selection:
I Exhaust fan 1 = horizontal fan module with back-top discharge I Mixing box 2 = top inlet damper and back outlet damper and
front outlet
I Mixing box 3 = top and back inlet dampers and front outlet I Supply fan 4 = horizontal fan module with front-top discharge I Discharge plenum 9 = front mounted discharge plenum with top
and front outlets Your screen should look similar to this:
8Bag filter
6Diffuser
2 & 3 Mixing boxes
9 Discharge plenum 7Eliminator 5Coil
4Supply fan
1Exhaust fan
With the modules all in place, lets move to the next step. We need to fill in the red-shaded cells for various modules with the information from Table 5-1. Before we run this product, you will notice that the fans and coil appear blue on-screen. This indicates they must be run individually before final product results can be selected. When complete, the blue color changes to yellow. Rarely, a module
5-9
appears red or invalid. Review any Run messages to correct the performance requirements.
Table 5-1 Information to complete the indoor cental station air handler tutorial Trane Air Handling Unit Supply Fan Fan Airflow cfm 10,400 Ext. Static Pressure 2.0 Exhaust Fan Fan Ext. Airflow Static cfm Pressure 10,400 0.75 Fans Bag/ Cartridge/ HEPA Filter Long bag, 85%, pleated
Ident. MCCA-2
Type Chilled Water
Fan Isolation 2 spring isolators
Cooling Coil Coil System Medium Horizontal Coil System Ent. Type DB/WB Chilled Water 80/67 Lvg. DB 55 Ch. EWT 45 Ch. WT Rise 10 Coil Fin Material Aluminum Wall Thickness 0.016 copper
DB = dry bulb WB = wet bulb EWT = entering water temperature
Notes: 1 Actual airflow = 10,400 2 Unit size = 21 3 Unit base = 4 mounting leg 4 The controls are not factory mounted. 2 Select the first item under the coil module, page 6-1, in the product tree on the left of the screen. The entry pane on the right side of the screen changes. Fill in the Coil fin material as Aluminum and the Coil tube material and wall thickness as 0.016 copper. Click Run. 3 Click the filter module to add the appropriate information in the upper pane. 4 Select the exhaust fan and enter the external static pressure value. Click Run. To mark a valid selection for each fan In Unit on the product tree, click the box in front of a green (meets) or blue (exceeds) report. A small configurable unit appears in the box to
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indicate the module is In Unit. Repeat the process for the supply fan. 5 Return to the Input view. Review the product tree and again select the empty box in front of a green or blue coil selection to mark In Unit. 6 Return to the Input view. Go to the Products In Use list on the left side of the pane, select the MCCX unit tag, and click Run. TOPSS has three run selection options:
I Runprocesses individual modules
The TOPSS online Help topic Interactively Run a Configurable Product Selection has a comprehensive description of Systems Selection.
I Batch Runselects the least expensive coil and fan options
which still meet your requirements

I Systems Selectionallows you select fans and coils based on
your entered information Now that all the modules are selected, we want to mark the entire unit In Job. Open Output view and check the In Job box at the bottom of the screen. A partial look at the Results view is below:
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Well done! This completes the tutorial. You are now ready to share the product information electronically or on paper with your Trane sales engineer.
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Timesaving Features
Lets look at some of the available features that will help you become a power-user as you navigate through the program.
Copy/Paste
You have all the required project information for the equipment schedule, but it is in a spreadsheet. Do you have to rekey all the information? Not when you use the copy/paste process to streamline the move into TOPSS. Open the spreadsheet file, copy the desired cells, and paste them into the right-hand pane of Schedule view in TOPSS. The Copy current selection feature lets you select, copy, and paste line items in TOPSS. Choose the row in Schedule view you want to copy and click F6. Now, modify the duplicate entry as needed. Repeat as often as necessary.
Dimension drawings
TOPSS provides dimension drawings for all the products that are currently supported by the program. The drawings can be viewed, printed, and exported.
The drawings are available as *.EMf files, which can be placed in Word and other software programs for printing.
As you enter information in the Input view, the blue boxes must be completed to view the drawings. To save time, run a criteria without entering information in all the blue boxes. Many of the required boxes will fill automatically. Then, go back and fill in the remaining boxes. To preview or print dimension drawings, place the cursor on a result. Select File\Print and then Preview or Print Dimension Drawing. Click OK.
Timesaving Features
6-1
6-2
RELIEF VALVES 5/8" (16mm) SAE FLARE
NOTE: ALL PIPING FOR RELIEF VALVES NEEDS TO BE DONE IN ACCORDANCE WITH NATIONAL AND LOCAL CODES.
88 3/8"
Figure 6-1 Dimension drawings
70-125 Ton Water-Cooled Chiller - Series R(TM) ( RTWA ) (This item is not 'In Job') Wednesday, July 11, 2001
Timesaving Features
1" 1 1/2" 16 3/8" 1" LOW VOLTAGE CONNECTIONS 1 1/2" 120 VOLT CONNECTIONS
TOP VIEW
RTWA Sample
4 1/2" 99"
POWER INLET 1 3/4" 4" NPS (101.6) GROOVED PIPE WATER CONNS CONDENSER WATER INLET 71 3/4"
CONDENSER WATER OUTLET 4" NPS (10.16) GROOVED PIPE WATER CONNS
EVAPORATOR WATER INLET
EVAPORATOR WATER OUTLET 31 1/8" 19 3/8"
RELIEF VALVES (2X) 3/8" (9.5mm) SAE FLARE
9/16" (14.3) DIA. MTG. HOLE (4 PLACES) 16 5/8" 20 1/2" 93" 57" 64 3/4"
TOPSS Dimension Drawing: PRELIMINARY. For actual dimensions see Submittal Generator output ALL WEIGHTS AND DIMENSIONS ARE APPROXIMATE. CERTIFIED PRINTS ARE AVAILABLE UPON REQUEST.
4" 13" 34" 1"
Your sales
you in this process. engineer will assist

FRONT VIEW
RIGHT END VIEW
Page: 1
Find and replace

Youll use this feature to quickly change the value of a field across multiple criteria. Select Edit\Find & Replace or the Ctrl + F shortcut to open this window and make changes across multiple criteria. To use the dialog box: 1 Click on the field in Schedule view. Lets choose Fan Speed. 2 Go to Edit\Find & Replace.
3 The Field drop-down box shows Fan Speed. Fill in the Value drop-down box with the existing value. In the example above, the Value is Hi-Speed. 4 Go to the Replace With drop-down box and select Low-Speed. 5 Click Replace to process your selection. To replace values for a field regardless of the current selection or the previously set guidelines for the field, check the All Values box. TOPSS updates the new value for every unit in the job. For example, suppose you want to change all voltages to 277 in a job with many fan coils. 1 In Schedule view, click Unit Voltage field. 2 Go to Edit\Find & Replace. 3 Select the All Values check box. 4 In the Value field, enter 277 as the new voltage in the Replace With field. 5 Click Replace All. The value changes for all the units in the current job.
To delete information in a field quickly, leave the Replace With drop-down box empty. TOPSS clears the fields for you.
Timesaving Features
6-3
Advanced features
The Advanced button allows you to customize both location options and replacement variables for the criteria to be replaced. You can replace values using logic statements in the Where clause group.
I Select the field, the operation, and the value you want the
program to check against. Click Add to include multiple, compound statements. Change your mind? Click Remove.
I Choose the All In Product radio button to update the field
information for all the criteria of the active product in the job.
I Use the Next radio button to determine specific replacements
for the next criteria. Enter the number of selections to change two, three, or morein the product list.
I To replace values only in the selected selections, highlight the
areas you want to replace values for and choose the Selected Only radio button. As shown in the screen shot below, TOPSS helps you to find and replace specific module information in a project. Suppose you want to substitute VCWE units for all the current VCCE models based on the air valve size which is an 11 - 8 inlet. Select the appropriate replace option. Click Add to implement changes to this advanced selection, then click Close to return to Input view.
6-4
Timesaving Features
Graphs/Charts
Graphs/Charts gives you visual feedback about the operating conditions on some products. When the Graphs/Charts button is available, you can see fan curves and/or acoustical statistics for the units. Both fans and configurable products support this tool. Pages 9-10 and 9-11 have a list of products that currently have graph/charts information available. Performance results are shown by plotting operating conditions on a fan curve. The results can be viewed on a graph or in a spreadsheet on screen, shared electronically, or printed.
Timesaving Features
6-5
Invalid results
You have run your selection, but there is a problem. An invalid result or the message Doesnt meet .... appears. How do you know which information to change to obtain a valid result? Click on the Run Messages dialog box to help clarify the issues, with an explanation of the reason(s) the selection is invalid. 1 Double-click on the invalid selection icon or select View\Run Messages to open the dialog box. When you select the rule in the top pane of the dialog box that may have invalidated the selection, the bottom pane displays information about the result. 2 To close the dialog view, click OK. 3 Return to the Input or Schedule view and make the changes.
If you review invalid results in a Quick Select Wizard run, an * may appear under Category. It indicates that this field appeared on a previous entry. If you delete the current information, other entries may be affected.
You can turn off Invalid Results under File\ Preferences, but if you do, reasons for an invalid response will be less obvious.
6-6
Timesaving Features
Mixed air calculator

Use the Mixed Air Calculator to determine the entering mixed air values (cooling dry bulb, cooling wet bulb, and heating dry bulb) based on the dry and wet bulb temperatures of outdoor air, return air, altitude, and percentage of each air type being mixed. To change the unit-of-measures, select the drop-down boxes. The calculator is always accessible to determine mixed air results as you define your projects. Click Calculate to display the results. Note that OK is available only if the calculated mixed air results can be applied automatically to the current product family.
Products that currently use mixed air values include Fancoil, Forceflow, BASIC, LowBoy, HUVA, VUVA.
Timesaving Features
6-7
Sort results
After running criteria that produce more than one result, select Format\Sort Results... to arrange the results by the fields that will determine your selection. Use the dialog box below to sort the results on several levels. The second check box, Sort by estimated price is available when configurable products are run. Check the box, select the sort filters, and click OK to begin the product sort. The results are rearranged based on the estimated price of the most expensive component (the coil in an air handler, for example). The results are ranked from most expensive to least expensive relative to each other.
6-8
Timesaving Features
Customizing TOPSS
As you become more confident with our program, youll find there are a variety of opportunities to make it your program. Many of the default values can be customized for your projects.
Arrange fields
Select Format\Arrange Fields ... to customize the available performance fields. To change the fields in the displayed view for the User Defined tab, highlight the field(s) you want to move and click Remove to rearrange displayed fields. Click Add to display fields again.
Customizing TOPSS
7-1
Displayed fields order can be rearranged on any available tab. Select the tab, highlight the appropriate field, and click Move Up or Move Down to reorder the fields. Hold the key down until the field moves to the desired location. Add information from other electronic applications. This option is helpful when adding information from an existing electronic schedule. You can customize the TOPSS columns to match the electronic information and then copy multiple columns. If you are not replacing existing data, TOPSS will automatically create the empty rows or columns needed to accommodate the information pasted from the clipboard. Review the information in the online Help for a detailed explanation.
Change units of measurement

In the middle of a project, you may discover you need, among other changes, the temperatures measured in degrees Celsius rather than Fahrenheit. TOPSS has three ways to change the units of measure. These changes only affect your current project, unless you save the changes in a template. Page 7-9 has an extensive discussion about templates.
Change the units

I While using any view, click the measurement unit next to an
entry to reveal the available options.

I Another method is the menu Product\Measurement
Schemes\Use Measurement Scheme.... A Load Unit scheme dialog box appears with the options SI (System International) or I-P (Imperial). Select the appropriate scheme for your job. This changes all the cells for a particular product.
I The third method is the DTU button. You can change the units of
measurement for individual entries in one location. 1 On the toolbar, click DTU. 2 On the Units Information tab, click the appropriate location to change the measurement units.
7-2
Customizing TOPSS
3 Choose a new unit of measure for this field, from the drop-down list. 4 Repeat steps 2 and 3 to change additional temperature fields. 5 To save these unit changes as a template file, Select File\Schedule Template\Save as Template. The selected units are saved with any additional schedule customizing as a *.PST file.
The Unit Conversions are applied immediately to the appropriate fields.
Fix tag column

The Fix Tag Column helps you keep track of the criteria and/or results for different units as you move in both the Schedule view and the Results view. As you scroll to the right, the tag column disappears; it is difficult to track the result you were looking at or the criteria you were working on. The Fix Tag Column locks the tag column, so that it follows the scrolling information regardless of how many parameters you include. To enter or edit information into these fields, turn off the feature or use the tree functions. When the Fix Tag feature is used, you can not scroll to the following fields:
Customizing TOPSS
7-3
I In Job results can not be marked in job I Run criterion can not be marked to run I Run Results run results (Meets, Invalid, etc.) can not be
viewed
Hide information
When working in the Schedule view, TOPSS lets you hide field names in both the vertical and horizontal mode. If you are working on a project with a variety of products and locations, this can streamline your review method. After you have run your criteria, hide either the criteria or the results to simplify your selection process.
Preferences
Use Preferences to customize various TOPSS options. These settings are in effect each time TOPSS opens. The online Help file has further information about setting details. Use the four tabs to tailor the TOPSS program to your projects and jobs:
I View I Default I Configure reports I Dimension drawing options
7-4
Customizing TOPSS
Set/modify default values

For products with performance requirements that are quoted frequently, you can save time by changing the default criteria.
Set new default values

1 Click DTU or View\Defaults, Tolerances, Units to see the screen shown below. 2 Select the Defaults Information tab. 3 Click in the field of the default value you want to change. 4 Repeat step 3 to change additional defaults until complete.
The new default values are inserted automatically into the Schedule and Input views when you create a new criteria line.
Customizing TOPSS
7-5
Specify tolerances
TOPSS lets you specify a tolerance for a field. It is also possible to obtain selections within a tolerance band on certain criteria.
Specify the tolerances

1 Click DTU or View\Defaults, Tolerances, Units. 2 Click the field containing a tolerance to change. 3 Enter the specified tolerance value. Repeat steps 2 and 3 to change additional fields.
The next time you run criteria, the results will reflect only the products that meet the new tolerances.
7-6
Customizing TOPSS
Templates
Templates will help you save time and ensure that you apply any preferred parameters consistently. Each product family can be customized in this way. Apply templates to save information about schedule formats and default values, tolerances, and units on a product level. You can modify, save, and apply the templates to maintain specific formats for each of your customers.
A template file (.PST) tells TOPSS what information to display on screen. Settings stored in a template include:
I the Displayed Fields order for all tabs on each view in the Job
Workspace window;
I the Available Fields on the User Defined tab for each view in the
Job workspace window;

I the entries on the Defaults Information, Tolerance Information,
and Units Information tabs of the DTU view;

I the units-of-measure scheme in effect, if any, when the template
file was saved. When you designate a template as the default template for a product, the template automatically loads and applies your customized requirements to that product family every time it is opened. Open a job that has a designated template and the path appears in the bottom right of the workspace. If you have not applied a template, the line reads: No Current Template.
Customizing TOPSS
7-7
Lets create a template. Open an existing file that you have already customized or begin with a blank file. Make all the changes to the field ordering, field visibility, defaults, or tolerances that you want saved in the template.
1 Select File\Templates\Save *** Template. 2 Name your file and path.

Check Save Template as the *** default template to maintain your customized settings as the product default.
3 Click Save. Every time a project requires products that you have created a template for, you can load the template (File\Template\Load *** Template) to use your pre-selected program settings. If you saved the template as the default, it will load every time you select the product.
7-8
Customizing TOPSS
User defined tab

The User Defined tab gives you additional flexibility to customize your project. You can customize each job by renaming the user defined tab, rearranging the order of the fields into the sequence that is appropriate for your job, or hiding fields. User defined tabs appear on three views: Input, Output, and Schedule. To select and order fields, use the Format\Arrange Fields feature. Rename the tab to reflect your project, hide fields, or decide on the order of appearance for each field. Click OK to see your changes appear immediately in the current view. Every tab lets you rearrange the order of the fields but only the user defined tabs allow you to hide fields. In addition, the user defined tabs for each of the three views are independent, so you can customize each view.
Select Input view, Schedule view, or Output view from the view drop-down box. Switch to different tabs with the Tab drop-down box.
Choose the required module in the Module drop-down box to display the fields for that module.
Rename the User Defined tab here.
Customizing TOPSS
7-9
Create a custom tab

Follow these general steps to create a custom tab: 1 Go to the view you want to customize and select the User Defined tab. 2 Choose Format\Arrange Fields... 3 Select the field(s) to remove (hide) from Displayed Fields with <Remove or <<Remove All. 4 Add required fields from Available Fields to Displayed Fields with Add > or Add All>>. 5 Select a field in Displayed Fields, and click Move Up or Move Down to change the order of the fields. 6 Rename the tab in the Tab Name window. 7 Click OK to save the changes. Steps 3 through 6 are independent and can be completed or omitted as your project requires.The fields and order that appear on the tab can also be saved in templates. When the fields are arranged save the template for the product family in Template\Save *** Template As....\(new name). Page 7-7 has additional information on templates.
7-10
Customizing TOPSS
Job Management
Now that all the project information has been entered and processed, you are ready to share the results. TOPSS gives you several print and export options. You can organize and look at the results on-screen, export them electronically, or print the results on paper.
Job information
The Job Information feature is located under the View menu. Enter the job name and address on this screen. The information is available when the file is opened and is also displayed on reports.
Job Management
8-1
Job notes
After you have entered the initial job information, you can add notes that relate specifically to that project. Go to View \Job Notes... to open a note pad. The job notes can be updated or revised at any time during the project to keep the information current. If you save to a Wizard fileFile\Save Job To\Wizard File...the notes are displayed in Step 3, as shown in the example. The name and related job notes are displayed in the list of preconfigured product files as you define the project parameters. Want to share the project information? Open Job Notes and click Print or copy and paste the information electronically to update associates about the project
8-2
Job Management
Open an existing file

If you want to reopen a file youve created in TOPSS, go to File\Open Job. Youll see a screen similar to the one below.
Click Open, without selecting either check box, if you want to open the file exactly as you saved it. The check boxes in the dialog box give some options to how files are opened. You can:
The boxes default to the last option you selected.
I Add the information in the newly-selected file to your current file. I Include previous template information saved in the file to your
new file.
Job Management
8-3
Product information
Various types of files and information can be viewed, printed, and exported within TOPSS. File types include CAD files, dimension drawings, views, and reports. Product reports show entered criteria and a single selected result on each page. These reports can be exported, previewed, or printed as needed.
Export product report

Product reports can be exported in many different formats including Microsoft Excel, Microsoft Word, and text files. To export a Product report: 1 Select a desired result line in the Schedule, Output, or Results view. 2 Choose File\Export\Product Report and click Export.
8-4
Job Management
3 Select the desired format and destination from the drop-down boxes.
4 Click OK. You could also export the Product reports directly to e-mail to send it to another location.
This dialog box appears when you select e-mail. Fill in the appropriate information and click Send.
Job Management
8-5
Print product report

To preview: 1 Click a desired result line in the Schedule, Output, or Results view. 2 Select File\Print\Preview Product Report... To print the report from the preview window, select the printer icon. To print: 1 Click a desired result line in the Schedule, Output or Results view. 2 Select File\Print\Print Product Report For... 3 Click OK. TOPSS reports indicate performance results for one product per page. If your project has 50 VAVs, your report will include 50 pages of information.
To print less pages, export the results to an Excel spreadsheet, and print multiple results per page, as discussed on 8-4.
8-6
Job Management
Figure 8-1 Product report for a single duct VAV
Single Duct VAV

Job Information
RTWA Sample Office Transformation Test (Z06) Student 6 Comments
Unit Information
Tag Quantity Unit model Air valve size Unit control type Outlet connection Outlet size Unit insulation Elevation Design cooling airflow Min cooling airflow APD @ cooling flow UCM address BCU/CU address Cooling inlet diameter Cooling inlet velocity Operating weight VCXE-1 1 VCCE 32 - 14'' inlet DDC w/pulse width modulation Flanged outlet connection No integral outlets 0.00 ft 3000.0 cfm 2500.0 cfm 0.09 in H2O
Heating Information
Unit heating airflow Unit LAT Primary EAT Coil heating capacity Room heating setpoint Room heat loss Main coil type Coil connection Fluid flow rate Heating delta T Entering fluid temp Heating Cv Coil fluid PD Fluid type Fluid concentration Electric heat kW Electric heat voltage Electric heat stage 2500.0 cfm 55.00 F 55.00 F 68.00 F None None
14.000 in 2806.33 ft/min 55.0 lb
0.0 None None
Fan/Electrical Information
Full load amps Min circuit ampacity Max fuse size
6/11/01
Product Version 3.20
G:\topss_program\tutorial_1.psd
Job Management
8-7
Figure 8-2 Horizontal product report for a VAV
8-8
Job Management
Name the report.
When printing configurable product information, click Edit/ Create to see this dialog box. You can choose exactly what appears on the report. Use the arrow keys to select the modules and fields to print and the display order on the final report.
Select the checkboxes for the modules and/or fields to include on the report.
Determine which results appear on the Report.
Job Management
8-9
Views
You can export and print views that contain detailed information about a single products specifications based on the criteria youve entered into TOPSS. Although only the Schedule view can be exported, all four views can be printed from within TOPSS: Schedule view, Input view, Output view, and Results view. Regardless of which view you are working with, it must be open to print or export the information. Lets look at the process when Schedule view is open with non-configurable products being evaluated. The print procedure is similar for all the views.
Export Schedule view

A Schedule view file can only be exported to Microsoft Excel. You have the option under Action of saving the information to an Excel file for review later or automatically launching Excel to open the file. For information about exporting a report, go to page 8-4. 1 From File\Export\Schedule...
2 Choose the desired options. 3 Click OK.
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Job Management
Print a view
1 Select File\Print\Print Schedule View...
The Schedule view only prints non-blank entries.
2 Click OK on the next screen to print.
If the Schedule is horizontal, go to File\Print Setup to select Landscape paper orientation to print more units per page.
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Notes
8-12
Job Management
Glossary
The glossary includes traditional word references in addition to a pictorial reference section for the menus. Remember to visit the online Help for additional definitions. Also included is a list of all products that produce graphs/charts in TOPSS.
Definitions
configurable productA product that consists of multiple sections or modules that you can arrange in different ways to fit the unique requirements of each project. Each module has its own set of performance characteristics for which TOPSS will identify potential selections. Trane's outdoor Climate Changer air handler, Model TSCX, is an example of a configurable product. criteria Characteristics of, or application requirements for, a product that affect its performance; examples include electrical characteristics, static pressure, discharge-air arrangement, and so on. In TOPSS, a set of performance criteria, which consist of inputs, is identified with a tag. TOPSS uses all of this information during a run to calculate the target performance and identify combinations of product optionspotential selectionswhich satisfy that target. HVACHeating, ventilating, and air conditioning inputsPart of the set of performance criteria that defines the requirements for a particular product configuration. Inputs describe the product information that you give TOPSS. The program uses a complete set of performance criteria to calculate the target performance for the product and identify potential selections. jobGroups work in a single entry. The information includes: general facts about the project, which you provided as job
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information; one or more results of TOPSS run(s) that you chose to add to the job folder as selections; a set of performance criteria (inputs and outputs) for each selection in the job folder. job folderA virtual storage place within a TOPSS job that holds each of the run results you specify. The Job Folder window displays the contents of this folder in the form of a spreadsheet. job workspaceRefers to the Job Workspace window, which organizes performance criteria and results in a variety of tabbed views. This window acts as a worksheet so you can provide preliminary inputs, view the related outputs, specify the sets of performance criteria to be run, and review the potential selections resulting from that run. outputsPart of the set of performance information that defines the requirements for a particular product configuration. Outputs describe performance results determined by TOPSS based on the inputs you provide. The program uses both inputs and outputs to calculate the target performance for the product and to identify potential selections. preconfigured productA product with a physical arrangement of components that can not be altered. You can choose to include certain options, but you can not specify where they are placed in relation to the other components that make up that product. Examples of preconfigured products are fan-coil air conditioners and VAV boxes. product categoryThe broadest grouping of Trane products with similar characteristics. Each product category contains one or more product families, which in turn, consist of one or more product configurations. An example of a product category is Vertical Self-Contained Air Conditioners. product configurationThe narrowest grouping of Trane products with similar characteristics, usually distinguishing one model from another within a product family. For example, AirCooled 20 Ton is one of the product configurations within the product family, Commercial Self-ContainedModular Series.
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Glossary
product familyA subordinate grouping of similar Trane products within a product category. A product family consists of one or more product configurations. For example, Commercial Self-Contained - Modular Series is one of the product families within the product category, Vertical Self-Contained Air Conditioners. product reportDocuments each potential selection on its own page. For example, if the job file contains 100 potential selections, then the complete product report would consist of 100 pages. You determine which reports to print. resultAn arrangement of product options that TOPSS identifies as a potential selection when it performs a run. When a result is added to the job folder, it is called a selection. runRepresents the tasks that TOPSS performs when it calculates performance using the criteria you specified and then compares that performance with the performance of all possible combinations of product options. selectionAn arrangement of product options, or result, that has been added to the job folder. schedule reportDocuments all of the potential configurable product selections TOPSS identified during a run on one or more pages, as needed. tagA unique name assigned to a piece of HVAC equipment. Aids identification in plans and specifications associated with your job. Each tag represents a set of performance criteria; the same tag is assigned to potential selections matching that set of criteria. TOPSS automatically assigns a default tag to each new set of performance criteria, but you can customize the tag onscreen. templateThis file (.PST) tells TOPSS what information to display or print and how to display or print it. Settings stored in a template include: the fields and field sequence on the UserDefined tab for each view in the Job Workspace window; the entries on the Units Information, Defaults Information, and Tolerance Information tabs of the DTU view; and the units-of-
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measure scheme in effect, if any, when the template file was saved. validationWhen the performance criteria is defined for a configurable product, TOPSS checks, or validates, the entries against a set of rules in the product database. These rules help to ensure that the combination of options that you selected can be built and that the resulting unit will provide stable performance within the permitted operating range. Preconfigured products are validated in the factory.
Graphs/Charts product information

This table gives an overview of products that produce fan curves and acoustic information in TOPSS through the Graphs/Charts function.
Table 9-1 Fan curves / acoustic information Acoustic Product BASIC BCXB CGAF CLCL FANCOIL FORCEFLO GEHV HTCL HUVA LFXE/F LOWBOY LPC Product Name Basic Fan Coil Blower Coil Intellipak Air-Cld (Scroll) Chllr Cooling Coil Fan Coil Force-Flo Cabinet Heater Water Source Heat Pump Heating Coil Horizontal Unit Ventilator Low-Height Fan Pwrd VAV Low-Height Fan Coil Low-Press. Climate Changer Yes Yes Yes Yes Yes Yes Yes Yes Yes Fan Curves Tables Yes Yes Graphs Yes Yes
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Glossary
Table 9-1 Fan curves / acoustic information Acoustic Product MCC QFAN RTWA S_HF S_HG SCXF SCXG T_C TCD_ TSCX VCXE/F VDDE/F VFXE/F VOYAGER3 VUVA W_C WCD_ Y_C YCD_ Product Name Modular Climate Changer Q Fan Water-cooled Screw chiller Intellipak Rooftop (20-75) Intellipak Rooftop (90-130) Self-Contained - Signature Self-Contained - Modular Clg Only Precedent Rooftop Clg Only Voyager Rooftop Outdoor Climate Changer Single Duct VAV Dual Duct VAV Fan Powered VAV 27-50 ton Voyager Rooftop Vertical Unit Ventilator Precedent Pdg Ht Pump Voyager Pdg Ht Pump Gs Ht Precedent Rooftop Gas Ht Voyager Rooftop Yes Yes Yes Yes Fan Curves Yes Yes Tables Yes Yes Yes Graphs
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9-5
Menus
Lets turn our attention to the menus available on the menu bar. The following views will give you an overview of your options for each menu in TOPSS. Shortcut keys are included in the menu where available (for example, CTRL+N). The arrowheads at the end of a line indicate a submenu is available. Choose any item with an ellipsis (...) to reveal an interactive dialog box. Select Templates to save your customized Schedules. Remember, you can modify a template to maintain specific formats for each of your customers. There are multiple options under File\Print for both previewing and printing reports.
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Glossary
The Edit menu helps you make quick changes to your selections.
Note: TOPSS does not have an Undo command, so use the Delete key to remove text and then enter your changes. The Product menu gives you another method to add products or modules for configurable products, run the selection process, or use the Quick Select Wizard.
The View menu provides access to a wide array of possible information about your project. You can change the quantities of required units, and change views, defaults, tolerances, or units here. Check your job information, run messages, view available model numbers, and print graphs or charts. You can also open the Mixed Air Calculator and display or hide toolbars.
Glossary
9-7
The Format menu gives you the opportunity to adjust the appearance of TOPSS specific to your current job. See Chapter 7 for detailed information.
Use the Window menu to arrange open windows, arrange icons, or switch between windows.
Look for TOPSS Help under Contents, while product specific information is located under Product Help. Use the Tutorial Videos to provide onscreen videos about TOPSS features. Open the Whats New Video to review details about changes in this release. About TOPSS information on the software version.
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Glossary
The About TOPSS dialog box includes the system path used for TOPSS as well as the version number, release date, and a list of the system files.
An extensive shortcut menu is available in the Schedule view. Right-click any cell in the spreadsheet to see the menu below and proceed as required.
Glossary
9-9
Toolbars
TOPSS uses four toolbars to assist in the navigation of the program. The standard toolbar consists of two movable, dockable toolbarsthe main toolbar and the file toolbar. Also available are the configuration and dimension toolbars. Main toolbarConfigurable products use a drop-down box to run jobs on the Main toolbar.
File toolbarPrevious users of TOPSS will note that the job name has moved from the workspace to this toolbar. All open jobs are displayed in the drop-down box on the File toolbar.
Configuration toolbar
Dimensions toolbar
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Glossary

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User Guide

2 Getting Started!...................................................................................................... 2-1

3 The Quick Select Wizard ......................................................................................3-1

4 Tutorial: Selecting A Preconfigured Product ...............................................4-1

5 Tutorial: Selecting A Configurable Product .................................................5-1

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6 Timesaving Features ..............................................................................................6-1

8 Job Management ....................................................................................................8-1

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TOPSS equipment selections will be supplemented as new products become available.

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What to look for in this manual

What to look for in online Help

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Want the latest developments?

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Installing TOPSS and VariTrane Duct Designer

How to uninstall the program

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A quick program overview

Module not marked in unit

Criteria results, expand with + or Criteria results marked In Job

Module included in unit

Result status, color-coded

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Tabs organize the entries for the product.

Lists products included in the current project.

Enter a unique name in Tag for each set of criteria.

As shown, a job can include a variety of products and criteria.

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This pane shows the criteria.

Double-click the In Job cell to add a product to the Job folder.

This pane shows the run results.

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The Quick Select Wizard

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The Quick Select Wizard

Click Quick Select Wizard and well get started.

Step 1Select a product category

The Quick Select Wizard

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Step 2 Select a product family

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The Quick Select Wizard

Step 3 Select a specific product

To add customized, Quick Select Wizard files, go to page 3-9.

Preview of the selected Wizard file.

Change the measurement scheme here.

The Quick Select Wizard

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Step 4 Specify the required performance and/or features

Use this cell to rename the project as required.

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The Quick Select Wizard