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Creating Projects

Create a new project from a quick dialog, or let HVAKR AI set one up from a plain-language description.

Creating a New Project

Section titled “Creating a New Project”

From the home screen, click Create Project to open the project creation dialog and fill in:

  • Project Name
  • Project Address — used to automatically pull ASHRAE design weather data for load calculations
  • Project Type — Commercial or Residential, which determines the ASHRAE standards and default settings applied
  • Include Space Type Templates — import space types from ASHRAE standards (62.1, 62.2, Std 170) or your own templates
  • Include Climate Zone Minimum Envelope Types (recommended) — imports wall, roof, window, and slab types based on the ASHRAE 90.1 climate zone minimums for the project’s location

Click Create to create the project and open it.

Creating with AI

Section titled “Creating with AI”

If your plan includes HVAKR AI, the dialog footer has a Create with AI button that opens an AI chat where you can describe the building in plain language:

“Create a 10,000 sq ft office building in Chicago with 20 offices, 3 conference rooms, and a break room”

The AI sets up the project with appropriate weather data, space types, and an initial configuration.

Project Organization

Section titled “Project Organization”

Folders

Section titled “Folders”

Organize projects into folders on the home screen:

  1. Click Create Folder
  2. Enter a folder name and click Create
  3. Drag projects onto the folder to move them in

Views

Section titled “Views”

Switch between views with the toggle in the toolbar:

  • Gallery View - Visual cards for each project
  • Table View - Sortable list with project details
  • Kanban View - Projects grouped into columns by status (New, In Progress, In Review, Done, Archived)
  • Map View - Geographic view showing project locations

Project Settings

Section titled “Project Settings”

Open Settings from the left sidebar footer (below Reports) to manage project-level options:

  • Units — display unit system for this project
  • Ventilation — ventilation standard and design airflow rounding
  • Automation — space type auto-assignment from template libraries
  • Appearance — label size/opacity and hatch patterns
  • Sharing — collaborators and permissions
  • Miscellaneous — download project data, convert to template, delete project

Project metadata (address, contacts, deadlines, cover image) lives under Basis of Design > General Information. Edit the project name from the header at any time.

Duplicating Projects

Section titled “Duplicating Projects”

To create a copy of an existing project:

  1. On the home screen, open the project’s ⋯ menu
  2. Click Duplicate

This creates a complete copy including all spaces, systems, and configuration.

Deleting Projects

Section titled “Deleting Projects”

To delete a project:

  1. Open the project
  2. Go to Settings (left sidebar footer)
  3. Under Miscellaneous, click Delete Project