North America Bid Manager Distributor Manual

Edition: BM_Manual_NAD V2.0 April 2011

This document is maintained by the Electrical Sector IT Learning Management.

• Go to Eaton.com

• Click on Sign In at the top of the page.

• Click on Electrical Distributor Extranet (VOTW/GVOTW).

• Enter Vista ID and Password in the window prompt.

• Select Bid Manager Documentation from the right hand column.

Table of Contents

Bid Manager Introduction ............................................................................................ 1

Get Started with Bid Manager ...................................................................................... 3 Manage Bids and Quotes ............................................................................................. 6 Work with Take-offs ................................................................................................... 16 Use Edit Items ............................................................................................................ 23 Column Setup ............................................................................................................. 26 Send and Receive Bid Manager Files ........................................................................ 28 Direct Order Entry ...................................................................................................... 30 Print Documents......................................................................................................... 35 Bid Manager Support ................................................................................................. 38 Catalog Stock/Non-Stock Products ........................................................................... 39 Maintain Non C-H Catalog Numbers .......................................................................... 42 Safety Switch .............................................................................................................. 44 Dry-Type Transformer ................................................................................................ 47 Enclosed Control........................................................................................................ 51 Group Metering .......................................................................................................... 55 Panelboards ............................................................................................................... 64 Switchboards.............................................................................................................. 76 Aftermarket Products ................................................................................................. 88 Glossary ..................................................................................................................... 94 Reference.................................................................................................................... 97

Bid Manager Introduction

Welcome to Bid Manager, Eaton’s system for creating jobs, configuring electrical products and services, pricing bids, and packaging quotes. With Bid Manager, you can configure complex products, assemble a professional bill of material, and price a job accurately.

Bid Manager Benefits

Bid Manager helps manage all aspects of a job, from pricing to follow-up. Bid Manager makes short work of a manual, labor-intensive process. It’s much faster than working on paper – and you can create alternate versions of your proposals in a snap!

Throughout the Sales process, Bid Manager enables you to:

• Be more responsive to customer pricing and drawing requests.

• Shorten the turn-around time from bid to order.

Bid Manager is a powerful tool for configuring and pricing jobs. It provides a number of benefits, including:

• Uses electrical standards and business rules to ensure that all configured products are valid and safe.

• Creates a Bill of Materials (BOM) based on customer specifications.

• Generates customer approval drawings for products.

• Keeps a history of bids for quick reference.

• Creates a customized quotation package.

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Bid Manager Users

Bid Manager's key functions apply to a variety of users. There are different versions of Bid Manager, but the majority of the features and functions work the same for all users.

The following table describes how each Bid Manager user group uses Bid Manager.

This user group… Uses Bid Manager to… Eaton Sales • Configure solutions

• Price jobs • Request special pricing from plants • Initiate orders

North American Distributors • Configure solutions • Price jobs • Request special pricing from Eaton Sales • Initiate orders

Eaton Plants • Assist with complex product configuration • Approve special pricing requests

Other groups using Bid Manager may include: • Manufacturing sales reps • OEM and end customers • Contractors • Consultants

• Configure solutions • Price jobs • Obtain drawings and related materials

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Get Started with Bid Manager

This section describes:

• Accessing Bid Manager

• Navigating within Bid Manager

Access Bid Manager There are currently two ways to access Bid Manager.

• In most cases, Bid Manager is downloaded to your computer from a disc. Access Bid Manager by double-clicking the Bid Manager icon.

• For selected users, Bid Manager is accessed via a Citrix client VPN. This is often referred to as Bid Manager on the Web (BMOTW).

Install Bid Manager Use the CD provided via mail to install Bid Manager. For more information about installing Bid Manager, see the Bid Manager Installation Instructions on the Electrical Extranet (DRC): Eaton.com>Sign In>Electrical Extranet, or contact your local sales office.

Get Help If you need assistance installing or registering Bid Manager, do one of the following:

• Contact your local Eaton sales office.

• Call the Electrical Sector Service Desk at 800-468-1705, option 3 then option 2.

• Send an e-mail to PAShelpdesk@eaton.com.

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Navigate within Bid Manager

Common Screen Elements The main Bid Manager window consists of the menu bar, toolbar, banner, directory, contents list, and status bar.

The following table describes each of these elements:

Element Description Menu Bar To get a drop-down list of options, click a menu name. Toolbar When an icon is clicked, the feature is executed. Banner The left side displays the name of the open drawer,

folder, or job. The right side displays details pertaining to that particular object. If a job is selected, then the negotiation (neg) number is displayed on this side. If an alternate or item is selected, then the negotiation (neg) number and the alt information is displayed.

Directory Area Shows the hierarchy of objects in your Personal drawer or on a server.

Contents Area When an object is selected in the Directory, this area shows the contents of the selected object.

Documents Area Shows the printable documents created and saved for the object selected in the Directory Area. These can be quotes, bills of material, or Bid Manager generated drawings.

Status Bar Displays key information.

Menu Bar Toolbar

Banner

Directory

Contents Area

Status Bar Documents Area

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Bid Manager Objects In the Directory Area, there are five types of objects: Drawer, Folders, Jobs, Base/Alternates, and Items, which are only displayed in the Contents Area.

The following table describes each of these objects:

Object Description Drawer

Indicates the database in which you are currently working. Drawer icons always appear in the Directory area.

Folders

Stores jobs. Folder icons can appear in both the Directory and Contents areas.

Jobs

Stores alternates and related documents. Job icons can appear in both the Directory and Contents area.

Base/Alternate

Stores items. Alternate icons can appear in both the Directory and Contents areas.

Item Contained in the Base or Alternate, and will only be displayed in the Contents Area when a Base/Alternate is selected in the Directory Area.

As you create alternates, jobs, and folders in Bid Manager, they appear in the Directory Area. The expand and collapse buttons reveal or conceal the contents of the Drawer, Folder, or Job.

The button expands the contents of the object.

The button collapses the contents.

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Manage Bids and Quotes

This section describes:

• Creating a Folder

• Creating a Job

• Creating an Alternate

• Copying, Moving, and Deleting Objects

• Viewing Properties

• Using Find

Create a Folder As you work in Bid Manager, you will need to create folders to help organize your jobs and bids.

Bid Manager organizes folders and jobs in numerical/alphabetical order. For example, to organize months within a year, use the year and two-digit month to keep the months in order: 2010-09.

Note: There is no limit to the number of jobs that can be stored in a folder.

To create a folder:

1. Click the drawer or folder where you want to store the new folder.

2. Click the File menu, and then click New Folder.

The Create New Folder dialog box appears.

3. Type a name for the folder, and then click OK.

A folder icon with the name that you typed appears in both the Directory and Contents areas.

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Create a Job After the appropriate folders are set up, a new job can be created.

There is no limit to the number of jobs that can be stored in a folder. A job consists of a base alternate (the first of which is automatically created when creating a job), and any additional alternates created. A unique negotiation number is automatically assigned to each new job.

To create a new job:

1. Click the folder that you want to contain the job.

2. Click the File menu, and then click New Job. Or, Right-click on the folder you wish to create the job in and select New Job.

The Create New Job dialog box appears.

3. Complete the following fields:

• Job Name. Type a name for the job. This name will appear on the Bill of Material (BOM).

• Bid Date. Click the drop-down menu and select the date on which the quote will be submitted to the customer.

• Job Type. Click the drop-down menu and select an option.

• Customer Ref. If necessary, type any customer reference information. This field is a reference field that may be used for searching. It does not appear on any documents.

Note: After creating the job, you can still edit any of the information you enter on the Create New Job dialog box. Right-click the job, and click Properties. Use the Status tab to edit the information.

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4. Click OK.

A job icon with the name typed appears in the Directory area, and a base alternate appears in both the Directory and Contents areas.

Note: A base alternate is automatically created when creating a new job.

Create an Alternate

Alternates are a means of organizing a job, which allow storing optional products for the job, or products with different requirements than those in the base. Alternates allow to leave the base unchanged while exploring other options for the job.

To create an alternate:

1. Click the job that will contain the alternate.

2. Click the File menu, and then click New Alt. Or, Right-click on the Job name from the Directory and then click New Alt.

The Alternate icon is created and appears in the Contents area.

3. Type a name, and then press Enter.

The alternate is created.

Note: To view an alternate in the Directory area of the main Bid Manager window, the job containing the alternate must be open.

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Copy Jobs, Alternates, or Items

When creating jobs, alternates, or items that are duplicates of, or similar to, an existing object, choose to make a copy and store it in an appropriate location. Once a copy is made, then make any changes required. This will allow to more quickly and efficiently recreate the job, alternate or item in question.

The following example shows how to copy a job; follow this process for alternates and copying items.

To copy a job:

1. Right-click the job to copy, and then click Copy.

2. Right-Click on the location to copy the item to and then click Paste.

Note: If you don’t see the item, click the Refresh icon on the toolbar.

Note: When copying a job, alternate, or item, the information is not stored on the Windows clipboard. If making a change to the original item prior to pasting the item, the item pasted will include those modifications. If deleting the item prior to pasting, no item will then be available to paste.

About Copying Jobs The original job copied continues to reside in its original location with its original Negotiation number. The new copy created has a new Negotiation number.

About Copying Alternates Making a copy of an alternate (whether it’s the base or any other alternate) is useful if there are more than one customer interested in the same job or if comparing price differences when changing a key feature of the product like bus materials (aluminum bus vs. copper, etc.).

Copy an alternate to another job, or create a copy within the same job.

Note: An alternate without any items cannot be copied.

About Copying Items Copy items when more than one of a particular item is needed, all of which are similar. (See also: Working with Takeoffs section)

Copy items to another base or alternate, or create a copy of the items within the same base or alternate. You can create multiple copies and modify each copy individually as needed.

Note: To copy multiple items in the Contents list: Hold Ctrl and click items to select multiple, nonconsecutive items. Or, hold Shift and click with the line item to select multiple, consecutive items.

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Move Folders, Jobs, Alternates, or Items

Depending on file management needs, a folder, a job, an alternate, or an item can be moved to another location within the directory.

The negotiation number will be retained when a job is moved to another location.

To move a job, alternate, item, or folder:

1. Right-click the component that to move, and then click Cut.

2. Right-click the location where to paste, and then click Paste.

Note: When you move an alternate from one job to another, pricing authorizations are lost but pricing multipliers are still saved. Any prior approvals to the pricing will need to be resubmitted through the RFQ process.

Dragging and Dropping Bid Manager allows you to drag and drop items into alternates, alternates into jobs, jobs into folders, or even entire folders into other folders or drawers.

Note: Make sure the location to drag to is visible on the screen. If not, use the scroll bars to locate the item.

View Properties

Access Properties to display information about any object created in Bid Manager. For jobs and folders, assign attributes to objects, such as sharing properties and passwords, which allows folders to visible to selected users only.

There are two methods of accessing properties. Both methods apply to all items that have properties.

To view properties:

• Either:

• Click an item, then click the File menu, and then click Properties,

• Or, right-click an item and click Properties.

About Job Properties The Job Properties dialog box displays attributes pertaining to the job that is selected and to view a summary of information about the selected job.

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On the General tab, view the following information:

• Job Name is an editable field, and can be used to rename a job.

• Location is the name of the folder in which the job is located.

• Contains indicates the number of alternates that are in the job.

• Owner is the Sales ID of the person who created the job.

• Quote indicates whether any outstanding RFQs are present.

• Order provides information on the status of the job.

Setting Status Properties for a Job On the Status tab, assign the Bid Date, Job Type, and Customer Reference.

Note: If the job type is changed on this tab, then all authorized pricing for the job will be discarded.

To set the status properties:

1. Select the Bid Date from the drop-down menu.

2. Select the Job Type from the drop-down menu.

3. Enter a Customer Reference, if applicable.

4. Click OK to save changes.

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5. Either:

• Click Yes to save the changes.

• Or, click No to return to Job properties without losing authorizations.

Note: Order information and order entry instructions are only used in by the customer service team for Global Vista.

About Item Properties You can view information such as location of the item, the creation and modification dates, and quantity.

On the General tab, view the following information:

• Location is the Neg number of the item, followed by the alternate number.

• Version is the version number of Bid Manager in which this item was created.

• Catalog # will be displayed if the product has a catalog number.

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Use Find

The Find feature allows to quickly locate a job based on specific criteria, such as job name, negotiation number, job status, and creation date.

To find a job:

1. Click the Tools menu, and then click Find.

The Job Find dialog box appears with the Name & Location tab displayed.

Note: Enter information in as many fields as necessary to narrow the search. Enter partial information by using the beginning of the folder name, Negotiation Number, GO Number, or Job Name

2. To find a job based on name and location, on the Name & Location tab, enter the criteria to find the job.

The following table describes each field on this tab:

Field Name Used For Instructions Drawer Storage for all folders,

jobs, and alternates. This field defaults to the drawer selected and cannot be changed within the Find feature.

Folder Storage for additional folders, jobs, and alternates.

Enter a name of a folder such as September 2002. The search is not case-sensitive.

Negotiation Number

Finding a job by the negotiation number.

Enter a negotiation number, such as ZZ1409309705.

G.O. Number

Finding a job that has been ordered by the general order number.

Enter a general order number, such as PG1892735.

Job Name Finding a job by its name.

Enter a job name, such as Mercy Hospital, or a partial job name, such as mer. The search is not case-sensitive.

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3. To find a job based on when it was modified, on the Date Modified tab, enter the appropriate dates to find the job.

The following table describes each field on this tab:

Field Name Used For Instructions All Files Finding all jobs. Click All Files. Find all files with Finding jobs with

certain date criteria. Click this option button, and then select specific date criteria using the four options described below.

Date Field Selecting the type of date associated with a job on which the search will be performed.

Click the drop-down arrow and select Bid Date, Creation Date, or Modified Date. The Bid Date is entered when the job is created. You can change it in the job properties.

between Finding a job created between two dates.

Click the between option button. Then enter the two dates comprising the range using the format mm/dd/yy.

during the previous...month(s)

Finding a job in a particular month range.

Click the option button and click the drop-down arrow to select the number of months the search will span.

during the previous...day(s)

Finding a job in a particular day range.

Click the option button and click the drop-down arrow to select the number of days the search will span.

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4. To find a job based on advanced criteria, on the Advanced tab, enter the criteria you want to use to find the job.

The following table describes each field on this tab:

Field Name

Used For Instructions

Customer Reference

Finding jobs with customer references.

Enter the customer reference number..

Job Status

Finding jobs using job status.

Click the drop-down arrow and select <All>, Open, Bid, Lost, Abandon, Commitment, or Obtained.

Job Type Finding jobs using job type.

Click the drop-down arrow and select <All>, Conventional, Project Packaging (CHAMPS), CHAMPS International, or Small Projects.

5. Click Find Now.

The search is performed on the drawer currently in view. When jobs matching the criteria are found, a list of jobs will appear below the Find Job dialog box.

6. To view a job, click the job, and then click GoTo.

Note: If the search does not come up with the results you expected, or to conduct a new search, change the criteria and begin again. To begin a new search, click New Search.

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Work With Take-offs

Bid Manager contains a take-off application for products that can be configured. When preparing a bid, use the take-offs to configure the product for the bid.

This section explains information that is common to all take-off applications. It is important to review this section before accessing the take-off applications.

Product Take-off Rules

Bid Manager is a rules-based application. When configuring a take-off, the options available or visible in the take-off depend on the selections made. As selections are made, the product rules and specifications built into the take-off will limit the windows and options within the take-off.

This Panelboard take-off is an example: If a specific Bus Ampere rating is selected, the panelboard type will change to reflect that choice.

Some of these rules-based limitations are noted throughout the take-off application sections, but most are not. If a selection wanted is unavailable, check to see if one of the previous choices made Bid Manager excludes that particular option.

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Open a Take-off

1. In Bid Manager, click the base BOM or alternate BOM to configure a product within that selection.

2. Click the Take Offs menu, and then click a take-off.

The take-off application window appears.

Common Take-off Elements

A Bid Manager take-off window consists of the menu bar, toolbar area, tabs, fields, and status bar. The following window shows each of these elements.

Note: Each take-off application is customized for that particular product. Not all take-offs look the same.

The Menu Bar

The menu bar contains the menus applicable to the take-off that you are configuring.

Toolbar

Fields

Tabs

Menu Bar

Status Bar

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The Toolbar Area

The toolbar area contains items that allow you to perform common actions quickly. The following table describes the items available in the toolbar area.

Note: Not all take-offs contain all of the items listed in the table.

Item Description

The New button allows you to begin a new configuration while in the take-off. You are prompted to save existing take-offs and then the screen resets.

The Open button allows you to open an existing take-off configuration.

The Save button saves the take-off that you are configuring.

The Print button allows you to print the price sheet from within the take-off.

EX The EX button produces an excel spreadsheet. The Quantity field allows you to specify the number of products to

which your current configuration applies. For example, if you type a quantity of three and save your configuration, then the take-off application will save three identical products to your alternate in Bid Manager.

The Designation field allows you to specify a label for your product. The Multiple button allows you, if you have a value greater than one

in the Quantity field, to assign a designation or label to each individual product that you are configuring.

The Tabs

Many of the product take-offs are organized with tabs that divide features and options into general headings.

The Fields

Navigate through the tabs to complete the fields on each tab and configure the product.

• A white background indicates whether to type a value or select an option from the drop-down menu. Default values may be displayed based on previously selections.

• A gray background indicates that there is only one valid option for that field and it is selected.

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• A red underline or red “X” tab indicates a field that a choice between valid options be made because there is no default option. Red fields must be completed before the product is complete.

• Some fields have a question mark next to them: [?]. This symbol indicates that more information is available for that field. By clicking on a question mark, the Internet browsing software will appear, displaying a page with either more information about that field, or related product information.

The Status Bar

The status bar displays information about the take-off.

• The negotiation number for the job is displayed in the bottom left corner of the status bar.

• The current list price of the product is displayed on the status bar.

• Bid Manager uses a series of letters to indicate lead time. The following table describes each lead time code.

Code Signifies A Shortest lead time B Medium lead time C Longest lead time U The lead time can’t be determined

Lead times are coded because they change frequently depending on the workload of the various plants.

Bid Manager tracks the lead time for every option of the configuration, identifying which options contribute to longer lead times.

Actual lead times can be requested from the Plant or Satellite building the product. Contact the local Eaton sales office for more information.

Negotiation

Lead Time Code Price

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Editing Take-off

Add Multiple Designations

Before configuring a product, assign a designation. By assigning a designation at the beginning, it will be easier to find the configuration when needed.

When the specifications require more than one of identically configured take-offs in different designations, use the Multiple button to add multiple designations.

1. In the take-off, in the toolbar area, click the Multiple button.

The Multiple Designations dialog box appears.

2. In the Designations to Add or Update field, type the name of the first designation.

3. Click Add to add the name of the designation to the list.

4. For each additional designation, repeat steps 2-3.

5. Click the OK button to save the list of designations.

Note: The quantity automatically changes to reflect the number of designations added.

Complete the Tabs

The product take-offs are designed to display only valid configuration options, which can change depending on the choices made. Complete the tabs in order left to right because choices made on previous tabs affect the options available on later tabs. Information on each tab should be completed top to bottom and left to right.

Note: If an option is unavailable, check the previous tabs to ensure there is not a selected conflicting option or that a conflicting option is selected by default.

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Reset a Configuration

When working in a take-off, reset to clear any product information that has been entered. When resetting a take-off, all of the defaults will be restored.

1. In a take-off, click the File menu.

2. Click New.

3. Or, click on the New button from the the toolbar.

Note: If the changes were not previously saved, a message box appears asking to save changes to the take-off.

4. If the dialog box opens asking to save:

• Click the Yes button, the Save As dialog box appears requesting which alternate to be saved.

• Click the No button the changes made to the take-off are discarded.

Modify a Take-off

1. In the main Bid Manager window, in the Directory area, open the alternate that contains the take-off that to modify.

2. In the Contents area, double-click the take-off that to modify.

3. Make any necessary changes, and then save the take-off.

Save a Take-off to a Different Alternate

Use the Save As command to save a new product take-off to a specified alternate. For example, use Save As to save the same product configuration to multiple alternates. Open an existing take-off, make modifications, and then use Save As to save the modified product to a different alternate. The original product remains unchanged.

1. In the take-off, click the File menu and then click Save As.

2. Navigate to the alternate to save the take-off, and then click the Save button.

Save Multiple Take-offs to the Same Alternate

Use the Save New command to add an additional items to a selected alternate by making changes to an existing item. To add several of the same products to the same alternate when each one is only slightly different, use the Save New command.

Note: Save New is a quick way to adjust an already existing item and then save that item to the same alternate as a new item. The original item is unchanged.

1. In the take-off, click the File menu, and then click Save New.

2. To save a different version of the take-off to the current alternate, modify the take-off and then repeat step 1.

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Resolve a Catalog Number

Resolving a catalog number quickly configures a product. If you know the catalog number for a specific product, then you can enter it and have the take-off automatically select the options for it.

Note: This option is not available in all product takeoffs.

1. In the upper right area of the take-off, in the field next to the Resolve button, type a catalog number.

2. Click the Resolve button.

The catalog number is resolved and the configurations are automatically made for the product.

Exit a Take-off

1. In the take-off, click the File menu, and then click Exit.

If changes have been made to the product take-off and have not been saved, the Exit dialog box appears.

• Click No to exit the take-off and not save your modifications.

• Click Cancel to return to the take-off.

• Click Yes to save your modifications and return to Bid Manager.

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Use Edit Items

The Edit Items screen provides product detail and pricing information. After completing a take-off, use the Edit Items screen to do the following:

• Define the pricing for projects on a bid.

• Add item numbers and additional product details (such as item designation).

• Add customer markup.

The following figure shows when the Edit Items screen is used to prepare a bid.

Access the Edit Items Screen

To access the Edit Items screen:

1. In the main Bid Manager window, click on a Bill of Material or Alternate to edit pricing.

2. On the toolbar, click the Edit Items icon to toggle from the main window to the edit items screen.

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Common Elements on the Edit Items Screen

The Edit Items screen consists of a series of columns that display data for each item in the Bill of Material. At minimum, the distributor should include the following columns:

• Version

• Item #

• Quantity

• Product Code

• Product ID

• Designation

• Cust x List

• Cust x Book

• Cust Ext Auth USD- The total net price for one item

• x list- Eaton suggested multiplier

• x book - Eaton suggested multiplier

• Quote Mult- Markup for end user.

• Ext Quote USD- Cust Ext Auth price with the Quote multiplier applied.

Note: See the Column Setup section for more information on setting up the columns.

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The Edit Items Screen Toolbar

The following table describes each icon on the Edit Items screen toolbar.

Icon Name Description

Column Setup Opens the Column Setup selection box. See Getting Started with Bid Manager for more information.

Save Stores the changes made to the columns and changes made to the fields.

Explode Separates panelboard trim, interior, and can into separate line items.

Copy Multipliers Copies authorized (Eaton Internal Sales) multipliers to the entire list.

Assign Item Numbers Assigns item numbers to the products listed in the Edit Items view.

Print Prints the information on the screen as the Edit Items Report.

Edit Items Exits the Edit Items view and returns you to the main Bid Manager window.

Assign Item Numbers

To number the items on a bill of material so that items can be arranged in a specific order, do one of the following:

• To automatically assign item numbers, click the Assign Item Numbers icon on the toolbar, and then click OK. The item numbers are displayed in the Item # column.

• To manually modify item numbers, click the cell of the Item # to change, and then type an item number.

Items will appear on the BOM based on the order of the item numbers assigned.

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Column Setup

The Contents area in the Bid Manager main screen and the Edit Items screen both have columns that can be customized by the user.

Recommended columns for the contents area screen:

• Item Picture

• RFQ Indicator

• Item #

• Quantity

• Product ID

• Catalog #

• Designation

• Version

• Modify Date

To set up the columns:

1. On the toolbar, click the Column Setup button.

Note: Click a column name to view a column description shown at the bottom of the dialog box.

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2. To add and remove columns:

• To add a column to the view, in the Available Columns list, click a

column, and then click the right arrow button.

• To remove a column from the view, in the Selected Columns list, click a

column, and then click the left arrow button.

3. To change the order of the columns:

In the Selected Columns list, click on a column and then:

• Click to move the column up,

• Or, click to move the column down.

Note: Rearrange the order of your columns by clicking on a column name and dragging it to a new position.

4. Click OK to save the column settings and return to the Bid Manager view, or click Restore Defaults to restore the columns setup to Bid Manager's default view.

See Edit Items and Pricing job aid/section for suggested columns setup for the Edit Items screen.

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Send and Receive Bid Manager Files

When working with another Bid Manager user who does not have access to the same drawers, Bid Manager files can be emailed to another user.

This method should not be used for price authorization. That should occur using the RFQ process described in Pricing Jobs and Projects or the DRFQ process in Pricing Jobs and Projects using DRFQ.

Note: Bid Manager files are only accessible through Bid Manager.

Export a Bid Manager File Using Email

To export a file using email:

1. In the folder area, click the job to send.

2. Click the File menu, point to Send To, and then click Mail Recipient. Or, Right-Click on the Job name and then point to Send To, and then click Mail Recipient.

After a few moments, an e-mail message is generated with the Bid Manager file attached.

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3. Address the mail message to the intended recipient, enter any relevant notes, and then click Send.

The message is sent to the recipient, who can then import the attached Bid Manager file by following the steps in the next section.

Import a Bid Manager File from an Email Message

To import a file from email:

1. Double-click on the .bmf file from the email. A Bid Manager window will appear to ask where to save the file in the Directory.

2. Select the folder to save the Bid Manager file.

3. Click the Save button.

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Direct Order Entry

Overview

Orders can be entered directly through the Bid Manager application by using the Direct Order Entry or DOE function.

To assist you with configuring the product, the following sections provide additional details about the tabs and features unique to the DOE function.

Prepare the Bill of Material

Before starting the order entry process, the bill of material must be prepared.

• Check that the bill of material is complete with all items from the customer request.

• Ensure that the pricing is correct in the Edit Items screen.

If there are panelboards included in the bill of material, they must be dealt with accordingly:

1. Explode the bill of material in the Edit Items screen by clicking on the explode button.

2. Number the items by clicking on the Number Items button.

Enter the Order 1. Select Process from the menu bar.

2. Select Order from the drop down menu.

3. Select Enter as an Order.

4. Enter your User name (Vista ID) and Password in the window prompt.

Note: Contact your local sales office to gain access to Direct Order Entry.

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5. Complete the fields in the general information page.

Note: All fields marked with an asterisk must be completed.

If the Industrial/Contractor User Vista Number is unknown, click on the ellipsis button to search.

If there is no record for the customer in the search, click on the Miscellaneous Customer check box and complete the window that appears.

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Complete the information on the Shipping Information Page

6. Checkmark the items that you wish to change shipping dates for on the Item Information page and then click on Update Details.

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7. Change the information on the Update Item Details page as necessary and then click on Update Details.

8. If there are no more changes to be made click on the Next button.

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9. Review the Summary page and then click on Submit.

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Print Documents (NA Distributors)

Use the Print command to print the following types of documents for an entire job or items within a job:

• Approval drawings

• Customer bills of material (BOM)

• Price sheets

• Items lists

• Product line summaries

• Comments and clarifications documents

• Selling policies

Overview of the Print Dialog Box Use the Print dialog box to print submittal documents.

Tabs on the Print Dialog Box The Print dialog box contains the following tabs:

• Documents. Choose what documents to print and the format to print.

• BOM Setup. Use this tab to choose the level of detail to be printed.

By default, the Customer Bill of Material includes a one-line summary of each item.

• Header/Footer. Select the information to appear in the header and footer of the documents.

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• Print Heading. Use this tab to enter a heading for the bill of material. When adding a print heading, it remains saved and prints the heading on all bills of material.

• Regional Settings. Select the language in which core elements of the documents will be presented. Some elements may still appear in English if they haven’t been translated. The regional settings will reset to default settings after the job is printed.

Buttons on the Print Dialog Box The Print dialog box contains the following buttons:

• Preview. Generates the document in Microsoft Word or Rich Text File.

• Execute. Generates the document in the format (Activities) selected.

• Options. Opens a window used to select optional data to display in the printed document(s) including what prices to display.

• Setup. Opens the Printer Setup dialog box to configure the settings for the printer.

• Close. Closes the Print dialog box.

Print Documents

1. In the main Bid Manager window, click a base or alternate, and then click the

Print icon .

The Print dialog box appears.

2. On the Documents tab, complete the following drop-down menus:

• Print What. Select the type of document to print.

• Activities. Select how to print the document.

Note: Print to File is the recommended activity that will place the document into the documents area on the main screen.

The following table describes each option in the Print What section.

Print What Description Approval Drawings Product layout and dimensions. Customer Bill of Material Description of products on the negotiation. Price Sheet Individual price breakdowns per product. Items List Items for the entire alternate. Product Line Summary Price breakdowns per product line code. Selling Policy Terms and conditions of a sale. Comments & Clarifications Notes regarding any differences between the job quoted

and the customer specification.

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3. In the Activities section, click the method by which you want to print the documents you selected.

The following table describes each option in the Activities section.

Activity Description Print Prints selected option in the Print What section to the

default printer. Print to File Prints the documents into the documents area in Bid

Manager main screen. Use this option to save the documents to view them from Bid Manager anytime.

Mail Attaches the selected options in the Print What section to a new e-mail message.

Create XML Output Exports a bill of material as an XML file. This option is only available if the Customer Bill of Material check box in the Print What box is selected.

4. If necessary, select options on the BOM Setup, Header/Footer, Print Heading, and Regional Settings tabs to further customize the documents.

5. Click the Execute button to execute the choices selected.

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Bid Manager Support

Online Help Bid Manager contains help topics within the application.

To access the help within Bid Manager:

• Click the Help menu, and then click Contents.

Support

For assistance using Bid Manager, do one of the following:

• Contact your local support.

• Call the Help Desk at 800-468-1705, option 3 then option 2.

• Send an e-mail to PAShelpdesk@eaton.com.

Eaton Reference Documentation This manual is available from within the application.

To access the Eaton reference documentation:

• Click the Help menu, and then click either Sales Documentation or Distributor Documentation.

Bid Manager Training

Several self-paced, web-based courses are available for Bid Manager and the take-offs. You can take any of these courses at your own pace, whenever you want, as long as you have an internet connection.

To find web-based courses, visit Eaton University and search for one of the following courses:

Course User Group(s) Course Number Bid Manager 100A: Bid Manager Basics All ESITABM100ALA1 Bid Manager 100D: Working with a Job (Eaton non-Sales and Distributors) – English

Eaton Distributors, NA

ESITDBM100DLA1

Bid Manager: Direct Order Entry (DOE) Eaton Distributors, NA

EGITABM130LU1

Bid Manager, Direct Request for Quote Distributor Process

Eaton Distributors EGITABM131LU1

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Catalog Stock/Non-Stock Products

Overview

The Catalog Stock/Non-Stock take-off is used to add catalog numbered items such as stock products to a bill of material (BOM).

Note: The catalog numbers found in this take-off are those included in the Price and Availability Digest (PAD).

To learn more about Catalog Stock/Non-Stock Products, visit the Products page on the Eaton web site: http://www.eaton.com

Accessing the Take-off

To access the take-off in Bid Manager:

• Click the Take-Offs menu, click Standard Products, and then click Catalog Stock/Non-Stock Products.

Completing the Take-off

To complete the take-off, select the Catalog Stock/Non-Stock Products to add to the BOM. Select products by using one of the following methods:

• Select product from a generated list by selecting the product line and product ID

• Enter a complete catalog number directly

• Search for the product with a partial catalog number from the Search tab

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Adding a Product from Product Line and ID To add Catalog Stock/Non-Stock Products by selecting the product line and product ID:

1. On the Main tab, complete the following drop-down fields:

• Product Line

• Product ID

2. Select the catalog number from the list and click Add To List

Entering a Complete Catalog Number On the Main tab, in the text field, type a complete catalog number, and then press the Enter key or the check mark next to the field.

• If the product is found, then it is added to the product list.

• If the product is not found, then a message appears notifying that it does not exist in the database. To include the product in the next Bid Manager release, contact the appropriate Product Line Manager.

Note: Only complete catalog numbers will yield results. To use a partial catalog numbers use the Search tab.

Searching for a Product 1. On the Search tab, in the Starts With text field, type the first part of a catalog

number and then click the Search button.

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2. Either:

• Click on a product, and then click the Add to List button.

• Or, double-click an item to add it directly to the parts list.

Changing Quantity and Designation • To change the quantity, in the Qty column of the product list, type the

quantity of each product.

• To add a designation for a product, in the Designation column, type the designation and press Enter.

Finish and Save • To save selected products click on File, then Save.

• Or close the window and Bid Manager will prompt to save. Click Yes.

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Maintain Non C-H Catalog Numbers

Overview

Bid Manager allows the user to add Non Cutler-Hammer catalog numbers to the existing list within the Catalog Stock/Non-Stock Products Take-off.

Note:Non C-H Catalog numbers cannot be included in the order. These are for the sole purpose of helping quote the customer with a single streamline Bill of Material.

To learn more about Catalog Stock/Non-Stock Products, visit the Products page on the Eaton web site: http://www.eaton.com

Adding Non C-H Catalog Numbers

To access this tool in Bid Manager:

• Click the Tools menu, then click Maintain Non C-H Catalog Numbers

To edit or add items to Bid Manager:

1. Select Edit from the menu bar.

2. Click on Add New Entries or Change Entries.

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3. In the Add New Items window, information must be provided for each field.

4. Once information is completed select the File menu and then click Save.

Adding a Non C-H catalog number to the BOM

To add Non C-H items to the BOM:

1. Open the Catalog Stock/Non-Stock Products Take-off.

2. From the Product Line drop down, scroll down to find the Product line of the desired catalog number.

3. Select the Product ID from the drop down menu.

4. Select the catalog number from the list and click Add To List

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Safety Switch

Product Overview Safety switches are a disconnecting means for equipment or electrical service. Safety switches come in a variety of sizes.

The maximum amperage for a safety switch is 1200 amps.

Accessing the Take-off To access the take-off in Bid Manager:

1. Click the Take Offs menu, point to Standard Products, and then click Safety Switches.

2. Complete the information on each tab as appropriate.

For more information on general take-off features, see Working with Take-offs

General Tab: The General tab allows you to select the options for the safety switch, including voltage, switch type, protection, poles/blades, amperage, and enclosure type.

The Resolve field allows the user to enter a complete safety switch catalog number and click on the Resolve button to backfill the general options to match the entered catalog number.

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Modifications Tab Some modifications are only available depending on the selections made in the general tab.

• Use the Cover Controls button to add other modifications to the unit.

Field Kits Tab Use the Field Kits tab to include field installed options.

Note: Field kits are not available when modifications have been added.

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Special Mods Tab Use the Special mods tab to add special factory modifications that are not available in the modifications tab.

Note: Prices for special modifications should be attained by calling Eaton Care or Factory/Satellite plant.

Price List Tab

Use the Price list tab to view added parts and their list price.

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Dry-Type Transformer

Product Overview

A transformer is a device that transfers electrical energy from one electric circuit to another, without changing the frequency, by the principles of electromagnetic induction. The energy transfer usually takes place with a change of voltage. It either increases (steps up) or decreases (steps down) AC voltage.

A transformer does not generate electrical power. It transfers electrical power from one AC circuit to another through magnetic coupling. This method is when one circuit is linked to another circuit by a common magnetic field. Magnetic coupling is used to transfer electrical energy from one coil to another. The transformer core is used to provide a controlled path for the magnetic flux generated in the transformer by the current flowing through the windings (also called coils). A dry type transformer is designed to operate in air. The design does not require the assistance of a liquid to dissipate excess heat. Natural or fan-assisted circulation through ventilation openings

Dry-Type Transformers have the following Catagories:

• General Purpose Vented

• General Purpose Encapsulated

• Harmonic Mitigating

• CSL3 Efficient

• Drive Isolation

• Mini Power Center

• Marine Duty

• Class 1 Division 2

• General Purpose K-Factor

For Additional Information http://www.eaton.com/EatonCom/ProductsServices/index.htm for available product pages

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Accessing the Take-off To configure Transformers, you must use the Bid Manager Take-off.

1. Click the Take-offs menu, point to Standard Products, and then click on Dry-Type Transformers.

2. Complete the information on each tab as appropriate.

For more information on general take-off features, see Working with Take-offs job aid.

General Tab

Use the General tab to choose the general specifications for the assembly.

Select the appropriate options from the general fields to match the customers request. Some options are defaulted and should be left as is when there is no direction from the customer.

Note: Where the field description is followed by a question mark [?], you can click on the underlined title which will take you to a help page with a description of that item.

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Configuring NEMA 3R Enclosures

In the NEMA Enclosure drop-down menu, you can select one of three possible options: Open, NEMA 2, and NEMA 3R. If you select a NEMA 3R enclosure, then the transformer you are configuring will be either NEMA 3R-encapsulated,or NEMA 3R-totally enclosed non-ventilated. Both of these configurations are significantly more costly than a ventilated transformer with weathershields added as an accessory.

• To add weather shields to make the transformer NEMA 3R, select the Weather Shields option on the right side of the screen.

Note: Unless a customer specifically asks for either an encapsulated transformer or a totally-enclosed, non-ventilated transformer, the best way to configure a NEMA 3R rated ventilated transformer is to configure a transformer with a NEMA 2 Enclosure and then use the Accessories button to select the weathershield.

Selecting Lug Kits When selecting a lug kit, use the hyper link provided in the title by clicking on that title that has a question mark. A help page will open with the description of each of the lug kit properties listed. This will help select the proper lug kit.

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Price List Tab

This tab is used to see the associated cost for items added to the unit.

The Price List tab displays the quantity, description, list price, catalog number, and lead time of the configurations that you chose on the other tabs. You can not edit any of the information in the price list.

The Price List tab is also a checkpoint to verify that you have chosen the correct dry type transformer. The price list is the only printable item from within the takeoff.

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Enclosed Control

Product Overview

In general, the term “Enclosed Control” is used to describe contactors or motor starters that are housed in an enclosure. Additionally, enclosed control refers to individually mounted devices.

The main components of enclosed control are:

• Enclosure: made up of a door or lift-off cover, with rails or screw slots for mounting.

• Controller: a contactor or starter mounted on a back plate that is attached to the enclosure.

• Reset Control: a button for the overload relay of a starter that needs to be accessible from the outside of the enclosure. This button is mounted so that when pushed, its plunger reaches to the overload relay's reset button.

• Cover Control: an area for mounting push-buttons, selector switches, indicating lights, or any other control items.

• Handle Mechanisms: for combination starters, handle mechanisms for a disconnect are included.

For more information, descriptions and specifications, refer to the Distribution Catalog. Or, http://www.eaton.com/EatonCom/ProductsServices/index.htm

Configuring Enclosed Control

To configure Enclosed Control, you must use the Bid Manager Take-off.

1. Click the Take-offs menu, Point to Standard Products, and then select Enclosed Control.

2. Complete the information on each tab as appropriate.

For more information on general take-off features, see Working with Take-offs job aid.

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General Tab

The General Tab contains the information necessary to configure a basic enclosed control unit. The Enclosed Control window defaults to a NEMA type enclosed control with the corresponding 10-digit catalog number appearing at the bottom of the screen. As selections are made, the catalog number changes to reflect the choices.

1. Select the Construction Type of enclosed control.

2. Click the drop-down menus to select Class Configuration options.

3. Select Service Voltage, Coil Voltage, Max HP, and Resultant Size.

4. Select the Enclosure Type.

5. If a CPT is needed, select the appropriate box.

Note: Bid Manager automatically sizes the CPT for the unit. If a higher VA is needed, select I will choose CPT.

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Modifications The Modifications button displays the Bid Manager Options Group window which contains various modification options that can be added to the enclosed control unit. The modification options are listed according in categories and subcategories.

1. Click the Modifications button to add additional options.

2. Click the Category drop-down menu and Sub Category to display a list of parts available.

3. Double-click the part from the list to add to the enclosed control.

Note: Add and remove items from the Parts Available or the Parts Selected list by highlighting the item and then clicking on the up or down arrows.

4. Increase the number of an option by double-clicking the Value of the item in the Parts Selected list.

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Special Mods Tab

Use the Special Mods tab to add non-standard modifications, which may increase lead time to the production of the enclosed control. Call the manufacturing facility or local sales office for pricing information.

Price Sheet Tab

The Price Sheet tab is a view only screen of all parts and pricing included in the Enclosed Control. Use this tab as a checkpoint to ensure that you have added all the necessary options.

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Group Metering

Product Overview

The Group Metering take-off is used to configure a metering lineup for either residential or commercial metering. The group metering equipment is available up to 2000 amps horizontal bus when using a main breaker. For more complicated commercial configurations and systems that are 480/277Y voltage, or where tenant feeds exceed 225 amps, use the

Commercial Metering option in the Switchboard take-off.

For Additional Information http://www.eaton.com/EatonCom/ProductsServices/index.htm for available product pages

Accessing the Take-off To access the take-off in Bid Manager:

1. Click the Take-offs menu, point to Standard Products, and then click Group Metering.

2. Complete the information on each tab as appropriate.

For more information on general take-off features, see Working with Take-offs job aid

General Tab Use the General tab to choose the material for the bus and select EUSERC standards when applicable (EUSERC generally applies to California only).

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Layout Tab Use the Layout Tab to build a group metering lineup. The Parts Bin on the right hand side contains the different modules and stacks for the lineup.

Note: If the Parts Bin is not visible, click in the open grey area to make it appear.

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To select a part from the Parts Bin, first select the heading and then select the desired structure for the line up. A window to configure that structure will appear.

There are four different types of structures available in the Parts Bin.

• Main Service Module

• Commercial Meter Stack

• Residential Meter Stack

• Accessories

Main Service Module In the General tab, when selecting each structure it is important to remember that there will be a horizontal bus that runs in the back of each section. If a Three-phase system is present, ensure that the three-phase system continues through the lineup. Select the Phase In/Out configuration from the drop down menu.

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In the Main Device tab there are multiple options for the main device under Type of Metering. Select the appropriate style from the drop down menu, and then select the Ampere Rating.

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When a busway connection exists, select the Busway tab to specify the Ground, Phase, and Bus Location

Meter Stacks • In the General tab, in either Residential or Commercial meter stack

window, you will be able to configure the stack to meet the specifications.

Note: the horizontal bus must be equal to or greater than the next structure in the lineup. For de-rating and stepping down bus for accommodation of the system, consult with your local Eaton representative.

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Note: Multiple sections are difficult to mount on a wall without rails. It is recommended that you include Wall Mounting Rails when building a lineup that consists of more than two structures.

• In the Residential tab, several modifications are available to choose from (Also applicable to Commercial stacks).

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Note: Use caution when selecting these options, and consult your local Eaton representative for explanation of local utility requirements.

• In the Breakers tab, select the appropriate rating for each meter socket.

• Select Optional Sealing Rings and Socket Covers.

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Special Mods Tab

This tab is used to add any special modifications that are not available in the Layout tab. Call Eaton Care or your local sales office for pricing information.

Enter a description, quantity and price. Press enter on your keyboard for an additional line item.

Price List Tab

This tab is used to see the associated cost for items added to the unit.

The Price List tab displays the quantity, description, list price, catalog number, and lead time of the configurations that you chose on the other tabs. You can not edit any of the information in the price list.

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The Price List tab is also a checkpoint to verify that you have chosen the correct parts.

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Panelboards

Product Overview

Panelboards are classified by NEC and UL in two general categories: lighting and appliance panelboards, or power distribution panelboards. Their purpose is electrical distribution and circuit protection.

Lighting and Appliance Panelboards • Lighting and appliance branch circuit panelboards are defined in NEC

(Article 384) as “One having more than 10% of its overcurrent devices rated 30 amperes or less for which neutral connections are provided.” Article 384 also limits the number of overcurrent devices (branch circuit poles) to a maximum of 42 in any one cabinet. This rule applies to all panel types including PRL4 when the panel circuitry comes within the scope of this definition. When the 42 poles are exceeded, two or more separate panels are required.

Power Distribution Panelboards • Distribution panelboards (all others not defined as a lighting and

appliance branch circuit panelboards) are restricted only to practical physical limitations such as standard box heights and widths.

Note: The NEC requires that the operating handle of the topmost mounted device to be no more than 6 feet 7 inches above the finished floor.

IFS Panelboards Eaton’s innovative IFS incorporates advanced Eaton electrical distribution equipment, including Pow-R-Command™, Smart Breakers™, and building automation into one space-saving structure; making installation, especially wiring, easy. Wall Mounted IFS provides electrical control, monitoring, and power quality while providing valuable square footage savings.

Column Type Panelboards The same general code restrictions apply as for standard width panels except where trough extensions are used.

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Multi-Section Panelboards When more than 42 overcurrent protective devices are required, two or more separate enclosures may be required where the 2008 NEC has not been implemented. Separate fronts for each box are standard. A common front can be furnished at additional charge.

For more information and panelboard descriptions and specifications, refer to the Distribution Catalog. Or, http://www.eaton.com/EatonCom/ProductsServices/index.htm

Configuring Panelboard

To configure Panelboards, you must use the Bid Manager Take-off.

1. Click the Take-offs menu, point to Panelboards, and then click on the desired type of Panelboard.

2. Complete the information on each tab as appropriate.

For more information on general take-off features, see Working with Take-offs job aid.

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General Tab

The General tab is used to configure the panelboard characteristics, the main device, and other devices.

Panelboard Characteristics The configurable panelboard characteristics include panel class, device type, voltage rating, short circuit method, minimum short circuit rating (kAIC), maximum branch amps, bus ampere rating, bus material, ground bar type, cable entry location, mounting method, and enclosure type. Based on the selections you make, the Panelboard Type drop-down box will reflect the panelboard that fits with your selections.

Note: To configure a panelboard that complies with the NEC 2008 edition, click the NEC 2008 Edition Will Apply check box. This will allow you to select more than 42 circuits in a panel.

Note: The Max Branch Amps option does not include sub-feed devices.

Main Device The Main Device area can be expanded to show more options.

1. To expand the Main Device area, click the Details button.

2. Use the drop-down boxes to configure the main device.

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3. To compact the Main Device area, click the Close button.

Sub-Feed Devices Sub-feed devices include Through-Feed Lugs and Sub-Feed Breaker.

1. Click the Sub-Feed Device button.

2. Select a sub-feed device from the first drop-down box.

3. Configure the sub-feed device, and then click the OK button.

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Branch Devices There are two methods to adding branch devices to your panelboard: using the branch device bin or the Branch Devices button. The branch device bin is useful when you know the catalog number of the breaker you want to add. However, the Branch Devices button offers more configuration options.

Note: Pay attention to the Used Circuits field in the status bar because it tallies the number of used circuits based on the branch devices added to the panelboard.

To use the branch device bin:

1. Click in the Qty field, and then type the quantity of the breaker or use the up and down arrows to increment the quantity.

2. In the Breaker field, type the catalog number of the breaker, and then press Enter.

Note: The take-off validates if the breaker is compatible with the configuration you have. If acceptable, the breakers are added. Otherwise, an error message appears.

Note: For breakers that are 100A or less, type a four-digit number to add the least expensive breaker that meets the criteria. The first digit represents the number of poles, and the remaining three digits represent the number of amps. For example, if you type 1020, then the take-off will add the least expensive 1-pole, 20-amp breaker.

To use the Branch Devices button:

1. Click the Branch Devices button.

2. Configure the breaker options.

3. In the Quantity field, you can either type the quantity or use the up and down arrows to increment the quantity of the breaker.

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4. Click the Add to List button.

5. To add more breakers (follow steps 2 through 4) or click the Exit button to close the window.

Provisions and Spaces A provision is an area where a connector kit is placed for a breaker. A space is a cover over the chassis bus. A connector kit can be added later to mount a breaker.

Provisions are automatically calculated for PRL1a, PRL2a, and PRL3E panelboards. For example, if you are configuring a 42-circuit panelboard and only have 36 circuits used, there will be 6 one-pole provisions listed on the Price tab. You cannot manually add provisions to PRL1a, PRL2a and PRL3E panelboards. However, for other panelboards, the Space Only and/or Provision Only options will be enabled when adding a branch device using the Branch Devices button.

Standard Mods Tab

The Standard Mods tab is used to add box, exterior, trim, and other modifications. You can also add a surge protective device and configure the circuit numbering scheme. Also, in the Trim Modifications area, you can configure the Panel ID Nameplate.

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1. Select the standard modifications to add to the panelboard.

2. To add a nameplate, click the Panel ID Nameplate button.

Note: The Nameplate Information window appears. If you have entered a designation, it appears in Line 1 of each panelboard. The voltage rating also appears for each panelboard in Line 2.

3. Enter the nameplate information, then click the OK button.

Other Options Tab The Other Options tab is used to add options to specific panelboard types.

• Add and configure an ASCO remote control switch to a fully rated PRL3a

• Add IQ Metering to a PRL4 with a copper bus at 1200A

• Add modifications to column panelboards.

Use the drop-down boxes to add other options to your panelboard.

Note: If you do not have one of the panelboard class described above, the options will be unavailable.

Device Mods Tab The Device Mods tab is used to configure the specific branch devices that you added on the General tab.

• Use the drop-down boxes to configure: Trip Type, Trip Rating, 100% Rated, Rating Plug, Shunt Trip, Handle Lock, IQ Energy Sentinel, or Auxiliary Switch settings.

Note: Only those options available for the device will be shown.

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PRC Options Tab The PRC Options tab is used to either add options to a PRC 100 panel or add system options required for a PRC 100 panelboard. All settings on the General, Standard Mods, Other Options, Device Mods, and Layout become disabled if you select PRC Integration. Use the PRC 100 Options tab to configure the system options.

Retrofit Options Tab The Retrofit Options tab is used to define a mod, catalog number, and price for a Retrofit Panel. This tab is only available if you selected the Retrofit Panel panel class on the General tab. The options that selected will appear on the price sheet, and on the drawing.

Layout Tab The Layout tab is used to arrange and modify the breakers in your panelboard. It is not necessary to access the Layout tab unless you need to arrange the breakers in a specific order. The take-off automatically arranges the breakers when the panelboard is saved. The panelboard is priced even if the breakers are not arranged.

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Auto-Arranging Breakers The breakers added are either arranged in the panel or listed on the right side of the take-off window. You can have the take-off arrange the breakers, individually place each breaker in the panelboard, or individually place certain breakers and have the take-off fill in the remaining ones.

1. To clear the breakers, click on the Clear button.

Note: All of the breakers are moved to the breaker bin.

2. Click the Arrange button.

Note: The breakers are placed in the panelboard according to the options selected under the options button on the right side of the screen.

Placing Breakers Individually (PRL1a or PRL2a) 1. To clear the breakers, click the Clear button.

2. Click and drag a breaker and place your cursor in the circuit where you want the breaker.

3. Continue placing breakers in the panelboard until you have either placed all of the breakers or placed the specific breakers you wanted.

4. To place the remaining breakers, click the Fill button.

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Placing Breakers Individually with a Subchassis (PRL3a) The subchassis for BAB style breakers can be resized by multiples of 6 to accommodate the number of breakers required, up to 24.

• To resize the subchassis, right-click the yellow area, select the Chassis Size (Max. Poles), and select the number of poles required

Note: The Fill button is only enabled for PRL1a, PRL2a, and PRL3E panelboards. The Arrange button is still available for other types.

.

Note: In this example, there are 6 single-pole breakers in the panelboard. If you click the Arrange button, the subchassis will be resized to 6 poles even if you had manually resized the subchassis to a larger size. You can manually resize the subchassis after the breakers have been placed.

Price List Tab The Price list tab will display the parts and characteristics that have been added to the panelboard. An associated lead time is viewable in the rightmost column. For accurate lead times contact the manufacturing facility or local Eaton sales office.

Notes Tab The Notes tab is used to create non-standard configuration notes for the plant. The notes are printed at the plant for the manufacturer and should not be used

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for shipping notes. Prior to adding a note to the take-off, be sure the specification does not exist on another tab. Notes add lead time to the production of the panelboard. Factory sizing is required for any panel with information on the Notes tab. No dimension will be shown on the drawings and no catalog number will appear on the order.

To add a note:

• Type the description, quantity, and list price in the corresponding fields.

• To add another note, press the Enter key.

Panelboard Pow-R-Stock Components After configuring a panelboard, use the PowRStock Query option to see if the panelboard can be furnished using Pow-R-Stock components. This option will automatically create the bill of material for those components. Pow-R-Stock components are not part of the RFQ process, and can not be ordered using Bid Manager.

To furnish a panelboard with Pow-R-Stock components:

• Configure the panelboard.

• Click the Tools menu, and then click PowRStock Query.

A dialog box appears notifying you whether the panelboard can be furnished using Pow-RStock components.

• To create the bill of material for the Pow-R-Stock components, click the Yes button.

Bid Manager begins to create the bill of material by catalog number and quantity. When it is finished, the completed bill of material is displayed as a Word document, which you can either save or print.

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Panelboard Global Changes

After the panelboards have been created you have the option to make changes to them based on your customer’s feedback. You can make these changes without having to open each individual panelboard. Panelboard Global Change in Bid Manager is a time saving tool that allows you to make changes to individual and multiple panelboards. This tool eliminates the need for your customers to make early decisions on bus material, ground bar, trim mounting, trim type, incoming location, directory frame, seismic label, nameplate color, and circuit numbering. For PRL1a and PRL2a panelboards, you can also change branch device lock-offs. By using this tool, you can quickly produce a bill of material for your customers and then edit the panelboards based on later decisions.

To make global changes to panelboards:

1. In the main Bid Manager window, select the panelboards to which you want to make changes

Note: Press and hold the Shift key to select multiple, consecutive panelboards. Press and hold the Ctrl key to select multiple, non-consecutive panelboards.

2. Click the Tools menu and then click Panelboard Global Changes.

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The Panelboard Global Change dialog box appears displaying the Neg number, the Alternate, and the number of panelboards selected.

3. In the available fields, change any of the options.

4. Click the OK button to confirm the changes.

The Panelboard Global Change Progress message box appears. Once the changes have been made, the panelboards message box appears indicating how many panelboards have been updated, any errors that may have occurred, and how much the List Price changed based on the selections.

5. Click the OK button to complete the process.

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Switchboards

Product Overview

A switchboard distributes large electrical current used by electrical equipment and building requirements. Applications can range from a small office building to a major industrial complex. Switchboards are generally accessible from the rear as well as from the front and are not intended to be installed in cabinets but rather free standing on a poured cement slab.

Commercial metering switchboards provide electrical system distribution and metering for commercial applications. Using standard Pow-R-Line C construction, these switchboards incorporate metering sections with tenant feeder circuits.

Pow-R-Line C Distribution Switchboards combine a space-saving design with modular construction and increased systems rating to provide economical and dependable electrical system distribution and protection.

Pow-R-Line I Switchboards are engineered in a new compartmentalized design for applications where greater safety is required. A variety of configurations are possible including utility metering, customer metering, and main devices.

Integrated Facility Switchboards™ use the Pow-R-Line C group mounted switchboard design to integrate separate electrical distribution and control equipment into a single factory assembled and connected package. Eaton’s innovative IFS incorporates advanced Eaton electrical distribution equipment, including Pow-R-Command™, Smart Breakers™, and building automation into one space-saving structure; therefore reducing installation time and man-power needed. Wall Mounted IFS provides

electrical control, monitoring, and power quality while providing valuable square footage savings.

For more information and panelboard descriptions and specifications, refer to the Distribution Catalog. Or, http://www.eaton.com/EatonCom/ProductsServices/index.htm

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Accessing the Take-off To configure Switchboards, you must use the Bid Manager Take-off.

1. Click the Take-offs menu, point to Switchboards, and then click on the desired type of Switchboard.

2. Complete the information on each tab as appropriate.

For more information on general take-off features, see Working with Take-offs job aid.

General Tab

Click the drop-down menus and/or select check boxes to specify general requirements.

Note: When you change the type of switchboard from within the take-off, the default settings change to reflect the selection. There cannot be any placed structures on the Layout tab when changing the switchboard type.

• When selecting the Use this Minimum Interrupting option, you must also specify the amp rating in the drop-down menu adjacent to the selection.

• Service Entrance Label must be selected to continue building the switchboard.

• The Switchboard ID Nameplate option will be available once there are structures in the layout tab.

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Addition to Existing Switchboard • Enter the original GO number and the original item number in the fields,

and select which side the new switchboard will connect with the existing switchboard.

Adding Power Xpert Communications Options Use the Power Xpert Communications button to quickly and accurately select the appropriate Power Xpert connectivity capabilities for the take-off.

Power Xpert hardware components, such as gateways and meters, give the ability to gather data from each piece of equipment within the power system. With Power Xpert Architecture, each communicating device in the power system is connected to a computer network using an Ethernet communication protocol. Once connected, the facility manager can measure and monitor the equipment, regardless of its age or manufacturer. Power Xpert components can help synchronize the clocks on the equipment to provide accurate, usable data for the entire power system. When an event like a lightning strike happens, Power Xpert can track the effects in the power system within millisecond accuracy.

To add Power Xpert Communications options:

3. Click the Power Xpert Communications button.

4. Click the check box next to each option to add.

Note: For more information about these options, in the Power Xpert Communications dialog box, click the Power Xpert Help link.

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Options Tab

The Options tab is used to select various options for the switchboard, including seismic labels, solid bottom plate, nameplates, and heater package.

• Select the appropriate options for the switchboard.

Note: To assign naming for devices when selecting Nameplate on all Devices, go to the Device Mods tab.

Layout Tab

The Layout tab is used to select the necessary structures and devices for the switchboard.

There are three basic types of structures when simplified

• Incoming

• Main

• Feeder

Sections can include more than one type. For example, one section can include an incoming section with a main breaker and feeder section all-in-one.

Incoming structures include either a main device or main lugs for landing incoming cables and are sometimes referred to as a pull structure when using main lugs only.

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Main structures usually include a main breaker or switch for disconnecting the service to the rest of the lineup.

Feeder

Note: If the parts bin is not viewable on the right-hand side of the screen, click in the open grey area in the center of the screen to make it appear. Clicking on a structure will show the available options in for that structure in the parts bin.

sections include a chassis or area for mounting distribution breakers.

Selecting a Structure • While moving the cursor over the structures, the corresponding power

flow diagram appears in the top right corner.

• Select a structure by clicking on the yellow picture icon within the parts list.

Changing the Zoom • The Zoom setting adjusts the layout view of the structures, to allow

viewing of many structures on the screen at one time.

• Click, hold and drag the zoom arrow left to shrink the view or right to increase the view.

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• Click Reset to set the Zoom back to 100%.

Selecting the Utility Structure Two types of utility structures are available: incoming utility structure or a basic utility structure.

• Click a gray bar in the parts bin area for the type of utility structure

• Select the utility structure icon from the parts bin.

• Choose the correct utility information based on the area's utility requirements in the Structure Properties window.

• Choose the Utility Name Location from the drop down menus.

Note: Combinations of location and Utility of East Coast and NEMA or West Coast and EUSERC, show the Nema Utility Name activated.

• Select the appropriate Utility Drawing, then select the Side of the Pull Structure.

Note: Terminals and Door Arrangements can be changed here or in the properties for the section later.

• Enter the Customer Address if available.

• Click OK.

Selecting the Main Device The main device structure is used to switch the power flow for the rest of the structure. NEC and UL require either a Single Main Service Disconnect or a Maximum of 6 Service Disconnects if there is NO Single Main Device in the equipment (Main Lugs Only).

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To add a main device structure,

1. Click the Main Structure bar in the parts bin.

2. Select the appropriate structure from the list.

3. Click on the main breaker location in the structure.

4. To add a Main Breaker, double-click Main Brkr.(Ind.Mtd) in the parts bin.

Note: The status bar (at the bottom of the screen) displays the name of the item that is selected in the layout.

5. Complete the breaker properties.

6. Click the Mods button to add modifications to the main breaker.

7. Click OK to save the breaker options.

Selecting the Feeder Structure The feeder structure is a distribution structure that can contain breakers, switches, customer metering, SPD, or Web Enabled Communications compartment.

1. Click the Feeder Structure bar in the parts bin.

2. Click a Feeder Structure icon.

Note: The 38X Chassis feeder structure is used only when breaker interface module will be needed with OPTIM breakers.

3. Click on the center of the feeder structure to add devices.

4. Double-click on the device from the parts bin to add.

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Deleting a Structure To delete a structure, click on the structure and:

1. Press DELETE on the keyboard or,

2. Press the delete button in the toolbar or,

3. Right-click on the structure and then select Cut Structure.

Adding Modifications to the Structure • To add modifications to a structure, double-click the structure.

• To change the structure properties, right-click on the structure and select Structure Properties.

IFS Distribution Structures

Integrated Facility Switchboards (IFS) use the Pow-R-Line C switchboard design to integrate traditionally separate electrical distribution and control equipment into a single space-saving factory assembled and connected package. The service entrance equipment can be integrated with multiple lighting and appliance branch panelboards into a compact front accessible group mounted switchboard. Where multiple panelboards are used in the same electrical room as a conventional distribution switchboard or power panelboards, the integrated design will significantly reduce equipment space requirements as well as reduce installation time and costs. Other associated equipment can also be integrated into the assembly, including dry-type transformers, time clock space, lighting control, electronic controls, surge protection, customer metering and energy monitoring devices. Depending upon the application, other user defined equipment such as a subsystem control package may also be incorporated.

Adding an IFS Structure 1. Select an IFS compartment from the IFS Distribution Structure bar in the

parts bin.

2. Click on the compartment structure in the layout to display the optional equipment in the parts bin.

3. Double-click the option from the parts bin and complete the characteristics for that item in the window that is displayed.

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Importing IFS Panelboards IFS panelboards can be imported from other bases and alternates into your current switchboard. Importing involves two stages:

1. Import the panelboard, which places it in a holding area at the bottom-right of the Layout tab

2. Select the imported panelboard and place it in a switchboard structure.

Note: Panelboards do not automatically change as you modify the switchboard configuration. If you make changes to a switchboard that could affect the engineering of any existing panelboard items, then you must re-visit the affected panelboards and make changes where necessary.

To import an IFS panelboard:

1. Click Import from the file menu and then click Import Panelboard.

2. Double-click a folder, then a job, and then a base or alternate.

3. Click each panelboard that you want to import and then click the Open button.

The panelboard(s) selected is listed in the bottom-right area of the Layout tab. If the panelboard consists of multiple items, then it imports as separate items.

Placing an Imported Panelboard 1. On the Layout tab, on the left side, click a structure in which you wish to

place the imported panelboard.

2. In the bottom-right area of the window, click the panelboard that you wish to place.

3. Click the left arrow in the bottom-right area to place the panelboard in the structure.

Adding a Dry Type Transformer 1. Double-click Dry Type Transformer from the device list to add it to the

structure.

2. Enter a designation for the dry type transformer.

3. Configure the transformer options.

4. Click OK.

Note: A dry-type transformer can only be added to a bottom compartment.

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Adding a Switchboard Chassis A switchboard chassis and other components can be added to an IFS structure. Other components include: main breakers, feeder breakers, TVSS, and customer metering. The 22X switchboard chassis fits in a top or bottom compartment structure and the 50X switchboard chassis fits in a single compartment structure.

1. Double-click a Top or Bottom Swbd Chassis (22X).

2. To add a designation, enter the name of the chassis designation.

3. Configure the switchboard chassis, and then click the Done button.

Adding an Wall Mount ATS (Automatic Transfer Switch) There are a variety of automatic transfer switches depending on the IFS structure that can be added.

1. Double-click one of the following devices:

• Top Wall Mount ATS

• Bottom Wall Mount ATS

Note: The Automatic Transfer Switch take-off appears. Some of the options are already selected based on the configurations you have already made to the switchboard.

2. Configure the automatic transfer switch.

3. Save the automatic transfer switch and close the window.

Adding an Automatic Transfer Switch Structure 1. In the Structure bin, click the Automatic Transfer Switch Structure bar.

2. Click on a type of structure to add to the layout.

3. Click on the structure in the layout and then double-click on Automatic Transfer Switch from the parts bin.

Note: Some of the options are already selected based on the configurations already made to the switchboard.

4. Save the automatic transfer switch and close the window.

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Edit Devices in the Chassis

Rearrange the feeder breakers or switches within the chassis.

1. Right-click the feeder structure.

2. Select Edit Chassis.

3. To remove all the breakers from the chassis, click the Clear button.

• To individually remove a breaker from the chassis, click on the breaker and then click the Left Arrow.

• To remove the breaker completely, click the Delete button.

To edit the breaker, click the Edit button.

• To place an individual breaker back into the chassis, select the breaker and then click the Right arrow

• To place all the removed breakers back into the chassis, click the Fill button.

4. Click Done to return to the Layout tab.

Layout Techniques

Change the layout of the switchboard to modify the power flow of the structures.

• From the Layout menu select Reverse Lineup to reverse the order of the structures.

Note: Reversing the lineup of the structures also reverses the power flow of the entire switchboard.

• To add additional structures in the lineup drag and drop a structure from a bin on the right to the layout area move the pointer over the numbered position where you want the structure to go and then release the mouse.

Price Sheet Tab The Price Sheet tab displays the description, quantity, and price of the options chosen from the General and Layout tabs. Use the Price Sheet tab as a checkpoint to ensure that you have chosen all the necessary devices. You cannot edit any of the information in the price list. If changes are necessary they need to be made on the General Information, Layout, or Device Mods tabs. The Price Sheet is the only printable item from within the take-off.

• To print the price sheet, select Print Price Sheet from the File menu or click on Print button.

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Device Mods Tab The Device Mods tab allows you to select individual modifications for all devices. Browse individual breakers and/or switches and adjust their properties. Some of the modifications include trip rating, handle lock, ground fault, IQ Sentinel, and Nameplate option. The three headings at the top of each column represent a row for each device. Only those options that appear in white can be changed. An N indicates that the modification has not been placed with the device. This option is either yes (Y) or no (N). A modification with a drop-down menu indicates the current choice for the device with the option to change the modification.

Special Mods Tab

You use the Special Mods tab to add non-standard configuration notes for the plant. This tab is used when you are requesting a feature that is not available in the take-off application. The Description, Quantity, and Price fields are required. The note cannot be saved if these fields are not complete.

Note: Adding notes increases lead time to the production of the switchboard.

To enter multiple notes press Enter on the keyboard while the cursor is in the previous field.

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Aftermarket Products

Overview

Several aftermarket products are available through Bid Manager. The following aftermarket products available for configuration:

• MCC Aftermarket

• Dry-Type Transformer Aftermarket

• Panelboard and Switchboard Aftermarket

For Additional Information http://www.eaton.com/EatonCom/ProductsServices/index.htm for available product pages

To assist you with configuring the product, the following sections provide additional details about the tabs and features unique to these take-offs. For more information on general take-off features, see the Working with Take-offs job aid.

MCC Aftermarket

This take-off allows you to price and configure plug-in MCC starters, feeder tap units and other parts for all of our vintage motor control centers as well as competitors buckets. The take-off window consists of three tabs: General, Special Mods, and Price Sheet. Each tab displays different options that are relevant to the configuration of a vintage MCC plug-in unit.

Accessing the Take-off To configure Aftermarket Products, you must use the Bid Manager Take-off.

1. Click the Take-offs menu, point to Motor Control Centers, and then click MCC Aftermarket.

2. Complete the information on each tab as appropriate.

For more information on general take-off features, see Working with Take-offs job aid.

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General Tab The General tab allows you to select the MCC model and unit type that you want.

Note: Click the blue link in the bottom right-hand corner of the window to launch the website for MCC Aftermarket.

1. Select the MCC Model using the drop-down menu.

2. Enter Basic Catalog Information for the unit using the drop down menus.

3. Enter the Nameplate Data in the text fields.

4. Click Accessories/Options to access more choices.

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1. Select a Category from the drop-down menu.

2. Double-click the part you want to add to your order.

Note: The right and left arrows can also be used to add or remove parts from the list.

3. Click OK when you have added all of the accessories and options you want.

Special Mods Tab The Special Mods tab is used to add non-standard configuration notes. This tab is used when you are requesting a feature that is not available in the take-off application.

1. Enter information in the Description, Quantity, and Price fields as

necessary. Contact your local sales office for price information.

2. Select Delete from the Special Mods menu to remove special modifications.

Note: Adding notes increases lead time to the production of the aftermarket products.

Price Sheet Tab The Price Sheet tab displays the description, quantity, and price of the configurations chosen from the other tabs. Use the Price Sheet tab as a checkpoint. If changes are necessary they need to be made on the other tabs. The Price List is the only printable item from within the take-off.

• To print the price sheet, from the File menu select Print or click the Print button

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Dry-Type Transformer Aftermarket

The Dry-Type Transformer Aftermarket take-off can be used to add aftermarket transformer parts to a bill of material. Available parts include: Weather Shields, Lug Kits, Side Panels, and Rodent Screens.

Accessing the Take-Off 1. From the Take-Offs Menu, select Standard Products and then select Dry-

Type Transformers Aftermarket.

2. Complete the information on each tab as appropriate.

• For more information on general take-off features, see Working with Take-offs job aid

Aftermarket Tab

1. Select the Frame Number From Transformer Plate.

2. Check the items from the left hand side that you wish to add.

3. Add the correct quantity in the Qty field on the right.

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Panelboards and Switchboards Aftermarket The Panelboards and Switchboards Aftermarket Take-off can be used to add equipment to existing Panelboard or Switchboard chassis.

Accessing the Take-Off 1. From the Take-Offs Menu, select Panelboards or Switchboards and then

select Panelboards and Switchboards Aftermarket.

2. Complete the information on each tab as appropriate.

• For more information on general take-off features, see Working with Take-offs job aid

General Tab The General tab allows you to select the Panelboard and Switchboard model and type of retrofit kit needed.

1. Fill in the appropriate options from the drop-down menus on the General tab to configure the retrofit kit.

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Special Mods Tab The Special Mods tab is used to add non-standard configuration notes. This tab is used when you are requesting a feature that is not available in the take-off application.

1. Enter information in the Description, Quantity, and Price fields as

necessary. Contact your local sales office for price information.

2. Select Delete from the Special Mods menu to remove special modifications.

Note: Adding notes increases lead time to the production of the aftermarket products.

Price Sheet Tab

The Price Sheet tab displays the description, quantity, and price of the configurations chosen from the other tabs. Use the Price Sheet tab as a checkpoint. If changes are necessary they need to be made on the other tabs. The Price List is the only printable item from within the take-off.

• To print the price sheet, from the File menu select Print or click the Print button

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Glossary

This glossary provides definitions of key terms and concepts that are included in Bid Manager.

Active File: The file (drawer, folder, job, or alternate) in which you are currently working.

Alternate: Part of the structure for organizing your job files. An alternate is a group of products priced together as a bid for a customer. An alternate can then be used as the basis for an order. When a job is created, the first alternate created is called a base alternate (base bid). Alternates reside within jobs.

Alternate Name: The unique name or description you assign to an alternate. The default alternate name is 0001-New Alternate.

Application: A program that performs a specific task. After an application is started, a button for that application appears on the Windows taskbar. Bid Manager is an application, as are the product take-offs.

Base Alternate: The base alternate is automatically established when you create a new job. The default name 0000-Base appears when you create a new job. You can then change this name to something more specific to the job.

Bid Manager: Bid Manager is an advanced pricing and configuration system for the most demanding business needs. It provides negotiation and order management, change order capabilities, superior graphical approval drawings, and the ability to handle large negotiation files. Bid Manager take-off applications can share data easily with plant manufacturing systems for error-free data exchange and improved cycle-time performance.

Bill of Material (BOM): A detailed, printed copy of all items in a job. You select the levels of detail on the BOM Setup tab in the Print dialog box.

Cell: A single block of information within a table.

Contents List: The right side of the main Bid Manager window. It displays a list of folders, jobs, alternates, or items depending on what is selected in the Folders list.

Default Values: Values that appear in entry fields throughout the entire application. These are either based on entries you made previously or entries pre-programmed into Bid Manager. You can either accept a default value by skipping that field, or you can change a default value by entering a new value in the field. Default values that you cannot change are grayed out.

Designation: The designation can be used to track each item located within a job. You can assign designation to a product in its individual take-off. Designations appear on approval drawings.

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Dialog Box: A window that contains controls that arrange, display, and collect more specific information needed to complete certain tasks. You access dialog boxes through window controls such as menu options and buttons.

Folders List: The left-side of the Bid Manager window. Folders can be opened within the Folders list to display the jobs inside. Jobs can then be opened within the Folders List to display alternates. Alternates can be opened within the Folders list to display the products on the alternate.

Folder: Part of the structure for organizing your job files. A folder contains all jobs that meet whichever criteria you assign. For example, a folder can contain all jobs created in the same month or all jobs for the same customer. Folders are contained within a drawer.

Icon: A graphical representation of an element in Bid Manager and Windows such as a disk drive, directory, group, application, or file. When you want to access the element an icon represents, double-click the icon. In Bid Manager, icons exist for drawer, folder, job, alternate, and item, as well as for each product type, an imported document, and a document printed to file.

Incoterms: A set of international rules that govern how to interpret the most commonly used trade terms in foreign trade. Incoterms are grouped into four different categories: E-Terms, F-Terms, C-Terms, and D-Terms.

Item List: This feature displays a list of products contained within a specific alternate. Information included on the Item List includes product ID, catalog number, quantity, extended list, book, authorized prices, multiplier, and other information, depending on the way you group items to be viewed.

Job: Part of the structure for organizing your Bid Manager files. A job is a name you assign to an alternate or group of alternates related to one bid. Jobs reside within folders, which you create under a designated drawer. Each job is assigned a unique Neg number. You can only order once from a job.

Maximize: Maximizing a window means enlarging it to cover your entire screen. To maximize an application, click the maximize button.

Menu Bar: This feature contains a list of commands or actions you select to perform various functions within an application.

Minimize: Minimizing a window means reducing an application window to the Windows taskbar instead of closing or terminating it. Minimizing keeps the application running rather than closing it. To minimize anapplication, click the minimize button.

Multiple Designations: An option that allows you to designate multiple identical items.

Negotiation Number: This number is assigned to all jobs to distinguish it from other jobs. This number is composed of your ID, the date, the installation index, and the drawer in which the alternate was created.

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Patches: Patches are released to make corrections to Bid Manager files or to add additional program functionality.

Personal Drawer: Where your folders are stored. The Personal drawer is located on your hard drive and can only be accessed by you.

Protected Default Value: These are values you cannot change and are grayed out. Protected Default Values are based on information that you previously entered and are part of the internal rules of the application.

Save: Used to save changes to the original location.

Save As: Used to save data to a new location under a new name without altering the original. For example, you use the Save As command to save the same product configuration to multiple alternates.

Save New: Used to save data to the same location under a new name. For example, you use Save New to add an additional product to the same alternate by making changes to an existing product and then using the Save New command.

Scroll Bar: The scroll bar appears at the right and/or bottom edge of a window or list box when its contents are not completely visible. Each scroll bar contains scroll arrows and a slider, which enable you to scroll through the contents of the window or list box.

Status Bar: An area at the bottom of a window that displays information about the current condition of Bid Manager. For example, in the main Bid Manager window the status bar shows the number of objects that are selected, pricing information, and the current time.

Take-Off: A term used to describe the process of configuring an assembled product. In the case of standard products, take-off is the process of selecting a catalog number for a standard product.

Taskbar: A graphical toolbar used in Windows to select running applications. All active applications have a button on the taskbar.

Version Updates: Updates to Bid Manager that are released periodically. Each Version Update is assigned a version number. Major version updates are assigned a new whole number and minor version updates are assigned a decimal number.

Zoom: Changes the current view of a layout. Within a layout you can either increase the image size of a selected item to make it easier to view a specific area of a lineup or decrease the view size to see the entire lineup.

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Reference Materials Appendix

The following pages are included for reference. More electrical reference information can be found in the Eaton Electrical catalogs and documentation available through the Electrical Extranet.

Select Literature Library from the left side of the screen once logged into the Electrical Extranet.

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UL® 67 Changes

Elimination of the 42 Circuit Panelboard Rule

On July 21, 2008, Underwriters Laboratories (UL®) issued revisions to the UL 67 standard affecting the 42 circuit rule for panelboards. This change was driven by the revision to the 2008 National Electrical Code® (NEC®) also affecting the 42 circuit rule wording in Article 408. The NEC change was an Eaton-led initiative.

Eaton is ready to take orders for panelboards exceeding 42 circuits.

Important Notice: Only those jurisdictions which have adopted and are enforcing the 2008 NEC are eligible to apply this new standard. If your project is not in an area on the 2008 NEC, you must continue to limit lighting and appliance branch panelboards to the 42 circuit maximum rule per the 2005 and earlier versions of the National Electrical Code.

How to Price: Much of the Bid Manager configuration work to add expanded circuits to the Pow-R-Line panelboard offering has been completed. These configurations were added to the Bid Manager release in November, but are not yet perfected. Please work with your satellite plant to review your layout and pricing.

In This Newsletter:

UL 67 Changes

Questions and Answers

Quick Questions and Answers:

Q: What is different about the expanded panelboards?A: Essentially they are the same but longer with more circuits. Additionally neutral and ground bars have been expanded to accommodate the additional circuits. They use the current offering of boxes and trims including our standard EZ box and trim. Q: How will the pricing be handled?A: Today’s pricing system will be continued to the expanded panelboards. The price system already includes the breaker provision in the branch breaker price. There will be a slight increase in the ground bar price for some of the bigger panels. Q: Do you expect 72 and 84 circuit panelboards to displace the volume of the 42 circuit panelboards? A: No. Canada, which uses our Pow-R-Line panel designs, has never had the 42 circuit rule and builds lighting panels in excess of 84 circuits. Even so, the 42 circuit lighting panels are the most popular. Q: Obviously there are more wires in an 84 circuit panel. Do you feel that there may be some wire fill issues? A: There are no code issues, but some installers may have issues with the additional number of wires. The expanded box length to house the additional circuits will help. If there are issues with your electrical contractor or installer you may want to investigate a 28” wide enclosure or stay with the 42 circuit version. Q: How about wire bending rules?A: The wire bending rules are the same for all panels and are based on the largest wire sizing. Our new panels meet or exceed this requirement. Q: Our area is not expected to go on the 2008 NEC for a few years. When Bid Manager is released, how will we keep our distributors from selecting panels with circuits above 42 circuits? A: Bid Manager will have a check box for you to confirm that the 2008 NEC applies. If you do not check the box, you will automatically have the same 42 circuit restriction that you have today. Q: With the expanded panels will there be limitations?A: Yes. We still need to conform to maximum handle height requirement of 6’7”. As such, some configurations with larger main breakers, through feed lugs and/or sub-feed breakers, may restrict the total number of circuits. Bid Manager will have these rules built in.Q: How will this impact IFS?A: IFS will be able to use these bigger panel chassis’. Be sure that you work with your Satellite Plant and confirm the maximum sizing that can be used based on the configuration.

© 2008 Eaton Corporation. All rights reserved.

This is a photographic template – yourphotograph should fit precisely within this rectangle.

Pow-R-Line 3E Panelboard

2 2

Pow-R-Line 3E Panelboard

• Design guided by input from 8 different customer focus groups

• Totally new panelboard chassis• Advanced neutral bar system• Integrated new safety features• Higher short circuit current ratings• Better selective coordinated system

ratings• Complies with new NEC® & UL®

• And More…….

3 3

Design guided by input from 8 different customer focus groups

• Focus groups provided input on new panel design

• Multiple sessions held in cities throughout the U.S.

• Cross section of customers• Professional Electrical Engineer Consultants• Senior Lead Electricians

• PRL3E design integrated suggestions provided by these groups

4 4

The Pow-R-Line 3E is new from the chassis up

• New painted steel chassis frame• Chassis installs with just 4 screws

• Isolated vertical branch breaker bus• Top and bottom

• New neutral design• Advanced Series G “EG” branch

breakers• More options than existing Pow-R-

Line 1a and Pow-R-Line 2a Panelboards

5 5

Pow-R-Line 3E Advanced Neutral System

• Straight in neutral wiring • 125–250A

• Split neutral design • Branch terminals on both sides of

chassis 125 – 250A

• Exclusive oversized branch neutral terminations accommodate up to 3/0 conductors

• Hinged neutral insulators protect connections• Neutral insulator closed• Neutral insulator opened

6 6

Pow-R-Line 3E Advanced Neutral System

• Chassis mounted neutral• 400 – 600A

• Insulator protects inadvertent contact with phase bus bars

• Exclusive oversized branch neutral terminations accommodate up to 3/0 conductors

• Incoming neutral oversized to accommodate larger conductors for longer runs – voltage drop

7 7

Pow-R-Line 3E integrates new safety features

• Branch breaker phase bus bars are insulated• Only branch breaker line side connection

exposed

• White insulator reflects more light• Easier for installer to see

• Branch breaker finger hole protection• Both line and load connections with finger

hole protection

• Insulated neutral covers• Industry exclusive feature on 125 – 250A

panels

8 8

• PRL3E panelboard provide higher fully rated short circuit current ratings than traditional PRL1a and PRL2a lighting panelboards• EG branch breakers

• Better series ratings• Consult Series Ratings Information Manual

• Similar ratings to F-framebreakers only in a 1”per pole format• Equates to significant

panelboard space savings

Higher Short Circuit Current Ratings

Voltage EGB EGS EGH240Vac 25kAIC 85kAIC 100kAIC480Y/277Vac 18kAIC 35kAIC 65kAIC480ΔVac 18kAIC 35kAIC 65kAIC

9 9

PRL3E offers higher short circuit current ratings for selective coordination applications

• PRL3E with the expanded offering of main devices and the EG branch breaker offers higher SCCR ratings for selectively coordinated systems

• The provides Eaton with additional competitive advantages when selectively coordinated systems are mandated

• For additional data consult Eaton’s Industry Application “Selective Coordination Breaker Application by Short Circuit Current Ratings in Panelboards (IA0140001E)

10 10

PRL3E offers higher short circuit current ratings for selective coordination applications

• LHH 400A main breaker significantly increase ratings for selectively coordinated systems

• Up dated LG trip units, to be released later this year also will offer increased ratings.

• The EG branch breaker with traditional upstream devices offer ratings higher than F-frame branches

• These main breakers may be either internal to the panel or remotely located feeding the PRL3E panel

11 11

PRL3E Compliance with 2008 NEC and Revised UL67

• The PRL3E was designed anticipating the change that allows more than 42 circuits in a panelboard

• PRL3E offers expanded circuits that include• 18, 30, 42, 54, 60, 72 and 84 circuits

• Note: To apply more than 42 circuits on a lighting panel, the panel must be installed in a jurisdiction on the 2008 NEC or later. All jurisdictions on the 2005 NEC or earlier

must conform to the 42 circuit rule

12 12

PRL3E Ratings and Options

Voltage Systems• 120/240Vac, 1ø, 3w• 208Y/120Vac, 3ø, 4w• 240Δ/120Vac, 3ø, 4w• 240ΔVac, 3ø, 3w• 480Y/277Vac, 3ø, 4w• 480 ΔVac, 3ø, 3w• 600Y/347Vac, 3ø, 4w• 250Vdc

Mains• 125, 250, 400 & 600A MLO• 15–125A EG Breakers (branch mounted)

• 15-225A F-frame breakers• 70-400A K-frame breakers• 125-400A LHH frame breakers• 150-600A LG frame breakers

Certifications• UL 67 chassis (CTL or non-CTL• NEMA PB1• Federal Specifications

Bus Material• Aluminum (standard)• Copper

• Un-plated• Tin Plated• Silver Plated

• Current Density Rated• Aluminum

• 700A per square inch• 750A per square inch

• Copper• 800A per square inch• 1000A per square inch

13 13

PRL3E Ratings and Options

Grounds• Field installed, gutter mounted AL/CU• Bolted to enclosure• Copper only ground bar

Neutrals• Aluminum AL/CU rated (standard)• Copper only• 200% rated neutrals thru 400A & 54

branch circuits maximum

Sub-Feed & Thru-Feed Devices• Sub-feed lugs through 600A• Through-feed lugs through 600A

Service Entrance Applications• Field or factory installed bond link

Branch Breakers• EGB 15 – 125A• EGS 15 – 125A• EGH 15 – 125A

Mounting Hardware• Unique drive system accepts square

drive, Phillips and socket set for most

Breaker Mounting Hardware• Line side hardware required 5/32”

hex drive (allen)

Sub-Feed Breakers• 1 – F-frame 15-225A or• 1 – K-frame 40-400A

14 14

PRL3E Ratings and OptionsEnclosure Types• EZ® box and EZ ® trim Type 1 (standard)

• Type 2• Type 3R• Type 12• Extra Gutter • Painted box• Door-in-door trim• Concealed trim clamp trim (old style)

• Yale locks

Box Heights Available• 36”, 42”, 48”, 60”, 72” and 90”

Surge Protective Devices (SPD)• Clipper Visor Series• CVL

MLO and Sub-Feed Terminations• Mechanical AL/CU lugs (standard)

• Copper body mechanical lugs (optional)

• Compression VECL Anderson (optional)

• Oversized lugs

15 15

CA08104001E For more information visit: www.EatonElectrical.com

28.1-45June 2006

Molded Case Circuit Breakers & Enclosures

22

23

24

25

26

27

28

29

30

31

32

33

34

35

36

37

38

39

40

41

42

43

Microprocessor Trip UnitsTechnical Data — Molded Case Trip Units Selection Guide

Sheet 1173

Table 28.1-102. Molded Case Digitrip Selection Guide

1 Frame adjustments are not by rating plug.2 Adjust by rating plug.3 LS/LSG only.4 Not to exceed 1200 amperes.5 L and N Frames *20 – 100% x Is.

R-Frame *25 – 100% x In.6 By OPTIMizer/BIM.7 Yes with addition of Energy Sentinel.

BIM = Breaker Interface ModuleIs = Sensor RatingIn = Rating PlugIr = LDPU Setting x In

Trip Unit

Type

Digitrip

RMS 310Digitrip

RMS 310+

Digitrip

RMS 510

Digitrip

OPTIM 550

Digitrip

RMS 610

Digitrip

RMS 810

Digitrip

RMS 910

Digitrip

OPTIM 1050

rms Sensing Yes Yes Yes Yes Yes Yes Yes Yes

Breaker Type

Frame

Ampere Range Interrupting Rating at 480 V

K, L, M, N, R

15 – 2500 A

35, 65, 100 (kA)

JG, LG, FDE 1

20 – 600 A

35, 65, 100 (kA)

R

800 – 5000 A

65, 100 (kA)

K, L, N

70 – 1200 A

35, 65, 100 (kA)

R

800 – 5000 A

65, 100 (kA)

R

800 – 5000 A

65, 100 (kA)

R

800 – 5000 A

65, 100 (kA)

K, L, N, R

70 – 5000 A

35, 65, 100 (kA)

Protection

Ordering Options LSLSG

LSILSIG

LSLSG

LSILSIG

LI, LS, LSI, LIG,LSG, LSIG

LSI, LSI (A), LSIG

LI, LS, LSI, LIG,LSG, LSIG

LI, LS, LSI, LIG, LSG, LSIG

LI, LS, LSI, LIG, LSG, LSIG

LSI (A), LISG

Fixed Rated Plug (In)Overtemperature Trip

YesYes

NoYes

YesYes

YesYes

YesYes

YesYes

YesYes

YesYes

Long Delay Protection (L)

Adjustable Rating Plug (In)Long Delay PickupLong Delay Time I2t

Yes0.5 – 1.0(In) 210 Seconds

No40 – 100% Frame2 – 24 Seconds

No0.5 – 1.0 x (In)2 – 24 Seconds

No0.4 – 1.0 x (In)2 – 24 Seconds

No0.5 – 1.0 x (In)2 – 24 Seconds

No0.5 – 1.0 x (In)2 – 24 Seconds

No0.5 – 1.0 x (In)2 – 24 Seconds

No0.4 – 1.0 x (In)2 – 24 Seconds

Long Delay Time I4tLong Delay Thermal MemoryHigh Load Alarm

No

YesNo

No

YesYes

No

YesNo

1 – 5 Seconds

Yes0.5 – 1.0 x Ir

No

Yes0.85 x Ir

No

Yes0.85 x Ir

No

Yes0.85 x Ir

1 – 5 Seconds

Yes0.5-1.0 x Ir

Short Delay Protection (S)

Short Delay Pickup 200 – 800% x (In) 200 – 1000% x (Ir) 200 – 600% S1&S2 x (Ir)

150 – 800% x (Ir)

200 – 600% S1&S2 x (Ir)

200 – 600% S1&S2 x (Ir)

200 – 600% S1&S2 x (Ir)

150 – 800% x (Ir)

Short Delay Time I2tShort Delay Time Flat

100 msNo

NoInst – 300 ms

YesNo

NoInst – 300 ms

100 – 500 ms100 – 500 ms

100 – 500 ms100 – 500 ms

100 – 500 ms100 – 500 ms

100 – 500 ms100 – 500 ms

100 – 500 ms100 – 500 ms

100 – 500 ms100 – 500 ms

Short Delay Time Z.S.I. No No Yes Optional Yes Yes Yes Yes

Instantaneous Protection (I)

Instantaneous Pickup No 200 – 800% x (In)

No 200 – 600% M1&M2 x (In)

200 – 800% x (In)

200 – 600% M1&M2 x (In)

200 – 600% M1&M2 x (In)

200 – 600% M1&M2 x (In)

200 – 800% x (In)

DiscriminatorInstantaneous Override

NoYes

NoYes

Yes 3Yes

YesYes

Yes 3Yes

Yes 3Yes

Yes 3Yes

YesYes

Ground Fault Protection (G)

Ground Fault AlarmGround Fault PickupGround Fault Delay I2t

YesVar/Frame 4No

No20 – 100% FrameNo

No 25 – 100% x In 4100 – 500 ms

20/25 – 100% 420/25 – 100% 4100 – 500 ms

No 25 – 100% x In 4100 – 500 ms

No 25 – 100% x In 4100 – 500 ms

No 25 – 100% x In 4100 – 500 ms

20/25 – 100% 56

20/25 – 100% 56

100 – 500 ms

Ground Fault Delay FlatGround Fault Z.S.I.Ground Fault Thermal Memory

Inst – 500 msNo

Yes

Inst – 300 msNo

Yes

100 – 500 msYes

Yes

100 – 500 msOptional

Yes

100 – 500 msYes

Yes

100 – 500 msYes

Yes

100 – 500 msYes

Yes

100 – 500 msYes

Yes

System Diagnostics

Cause of Trip LEDsMagnitude of Trip InformationRemote Signal Contacts

No

No

No

No

No

No

Yes

No

No

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

System Monitoring

Digital DisplayCurrentVoltage

NoNoNo

NoNoNo

NoNoNo

Yes 6YesNo

YesYesNo

YesYesNo

YesYesYes

Yes 6YesNo

Power and EnergyPower Quality- HarmonicsPower Factor

No 7

NoNo

No

NoNo

No

NoNo

No

NoNo

No

NoNo

Yes

NoYes (Over PowerNet Only)

Yes

YesYes

Yes

YesYes

Communications

PowerNet No No No Optional No Yes Yes Yes

Testing

Testing Method Test Set Test Kit Integral OPTIMizer, BIM,PowerNet (Optional)

Integral Integral Integral OPTIMizer, BIM,PowerNet

Commonly Used Electrical Symbols

Technical Data

Effective April 2005New Information

A one-line diagram is an important means of communicating the components, electrical relationships and connections within a circuit or system. Components are normally represented by universally accepted symbols.

TABLE 1. INDIVIDUAL SYMBOLS

SYMBOL IDENTIFICATION EXPLANATION

Transformer Represents a variety of transformers from liquid-filled to dry-types. Additional information is normally printed next to symbol indicating winding connections, primary/secondary voltages, impedance and kVA or MVA ratings.

Removable/Drawout Circuit Breaker Normally represents a drawout circuit breaker 5 kV and above.

Future Removable/Drawout Circuit Breaker Position

Represents a structure equipped to accept a circuit breaker in the future, commonly known as provisions.

Non-Drawout Circuit Breaker Represents a fixed mounted low voltage circuit breaker.

Removable/Drawout Circuit Breaker Represents a drawout low voltage circuit breaker.

Disconnect Switch Represents a switch in low or high voltage applications (open position shown).

Fuse Represents low voltage and power fuses.

Bus Duct Represents low and medium voltage bus duct.

Current Transformer Represents current transformers mounted in assembled equipment. A ratio of 4000 to 5 amperes shown.

Potential Transformer Represents potential transformers usually mounted in assembled equipment. A ratio of 480 to 120 volts shown.

Ground (Earth) Represents a grounding (earthing) point.

Battery Represents a battery in an equipment package.

Motor Represents a motor and also can be shown with an “M” inside the circle. Additional motor information is commonly printed next to symbol, such as horsepower, rpm and voltage.

Normally Open Contact Can represent a single contact or single-pole switch in the open position for motor control.

Normally Closed Contact Can represent a single contact or single-pole switch in the closed position for motor control.

Indicating Light The letter indicates the color. The color red is indicated.

52

(3)4000:5

480V120V

R

The one-line diagram symbols presented here are commonly accepted symbols. Individual symbols with an identification and brief explanation and/or application are presented first. Commonly accepted combination symbols made up of individual symbols are also presented in a similar fashion. For additional information, refer to the notes on the reverse side.

Eaton Electrical Inc.

1000 Cherrington ParkwayMoon Township, PA 15108-4312United Statestel: 1-800-525-2000www.EatonElectrical.com

© 2005 Eaton CorporationAll Rights ReservedPrinted in USAPublication No. TR02800001E / Z3255April 2005

3. Universally accepted symbols frequently have additional information provided near the symbol. The distiguishes like symbols from one another. The following examples are typical:

●

1200 A Identifies the drawout circuit breaker represented by the symbol as a 1200 ampere circuit breaker.

●

225 A/3P Indicates the fixed circuit breaker represented by the symbol as a 225 ampere, 3-pole breaker.

●

Indicates that the transformer represented by the symbol is connected “Delta-Wye.”

TABLE 1. INDIVIDUAL SYMBOLS (CONTINUED)

TABLE 2. COMBINATION SYMBOLS

Notes:

1. Some devices, especially new devices, may not have universally accepted symbols. These devices could be represented in a number of ways, usually a matter of personal choice. In such instances, the symbol is usually accompanied by a verbal description. Examples of this situation are:

2. In a number of instances, the same symbol can represent a number of compo-nents. They are usually distinguished from one another by letters or numbers, such as and representing a motor, watthour meter, ammeter and overcur-rent protective relay, respectively.

SYMBOL IDENTIFICATION EXPLANATION

Overload Relay Protects a motor should an overload condition develop.

Capacitor Represents a variety of capacitors.

Ammeter A letter is usually shown to designate the meter type (A = ammeter, V = voltmeter, etc.).

Instantaneous Overcurrent Protective Relay

The device number designates the relay type (50 = instantaneous overcurrent, 59 = overvoltage, 86 = lockout, etc.).

Emergency Generator The symbol is frequently shown in conjunction with a transfer switch.

SYMBOL IDENTIFICATION EXPLANATION

Fused Disconnect Switch The symbol is a combination of a fuse and disconnect switch with the switch in the open position.

Low Voltage Motor Control The symbol is a combination of a normally open contact (switch), overload relay, motor and disconnect device.

Medium Voltage Motor Starter The symbol is a combination of a drawout fuse, normally open contact (switch) and motor.

Meter Center Enclosure A series of circle symbols representing meters usually mounted in a common enclosure.

Loadcenter or Panelboard One circuit breaker representing a main device and other circuit breakers representing feeder circuits usually in a common enclosure.

Transfer Switch

●

Circuit breaker type transfer switch or

●

Non-circuit breaker type transfer switch

Current Transformer with Connected Ammeter

The instrument connected could be a different instrument or several different instruments identified by the letter.

Protective Relays Connected to Current Transformer

Device numbers indicate types of relays connected, such as• 67 = Directional overcurrent • 51 = Time overcurrent

A

50

orN E

A

67 51

Addressable Relay

End Cable Tap Box

M AW 50