Trane® Design Assist™

Introduction and Demonstration

Customer Name

Date | Trane Employee Name

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Agenda

• What is Trane® Design Assist™ / Where can it help?

• “Introducing Trane® Design Assist™” Video

• Seeing the Benefits

• Getting Started / Creating an Account

• Demonstration of Trane® Design Assist™

• Feedback / Questions

2
What is Trane® Design Assist™
… And Why Use It

3
What is Trane® Design Assist™?

• Web-based resource for project designs and

documentation for BAS / controls
– Intuitively design and customize
projects of all sizes and regardless of
brand
– Pre-engineered solutions and systems drive
standard work consistency and reliability
• Content of:
– Project Layouts (Comm Riser)
– Flow Diagrams
– Sequence of Operations
– Points List
– Project Guide Specifications
• Complimentary, no licenses, no software
4
downloads
Introducing Trane® Design Assist™
High Level Overview Video

5
Where Trane Design Assist Can Help

Building Life Cycle

Schematic Design Construction

Design Operation /
Conceptual Development Documents Bidding/ Construction /
Planning Commissioning Asset
Design Trane Design Trane Design Trane Design Procurement
Management
Assist Assist Assist

Decision Support Design Support Operations Support

Building Architect Engineer and Facility

Owner Contractor Manager

6
Seeing The Benefits

• Saves times and prevents omissions by content updating simultaneously

• Flexibility in configuration options and customization features
• Applies industry proven strategies to projects of varying complexity
• Opportunity to collaborate with others by sharing project designs for use in plans and specs
• Easily generate and download project design content

7
Sign-In to Trane® Design Assist™
Account Creation & Functionality Demonstration

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Account Creation & Sign-In

Trane® Design Assist at

tranedesignassist.com

Account Creation
& Support The recommended
internet browsers are:
Chrome, Safari, Edge

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Trane® Design Assist Functionality Today
• Create Acquisition focused control drawings
– Communication Riser, Flow Diagrams, Sequences, Points Lists and Unit/System Specs, Project
Guide Specs
– Customize all Unit/System content types
• Collaborate with Customers through project Sharing
• Selective Publishing of the above to DWG, PDF, DOCX, XLSX
• Duplicate Project Items on Design Canvas
• App and all content available in Spanish, Portuguese and French Canadian
• Associate similar Units to create one set content for many units aka “Typical for” and easily remove
items from association groups
• Upgraded App Authentication Login Method (Customer Login vs Trane Employee Login)
• Copy To
• Manual Reorder of Project Hierarchy

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Support & Assistance
Where to go for more resources

11
 Training Resources and Support Options
TDA on Trane.com TDA Training Course

Suggestions & Support:

tdasupport@trane.com (email us feedback!) In Tool Help Document 12
Tips & Tricks:
Helpful Hints to Remember

• Zoom Design Canvas - [CRTL] mouse wheel / Zoom Browser - [CRTL] mouse wheel
• Search within Application – [CRTL] F
• Click the red Trane logo on the top left part of the header to navigate back to the Project List
Page
• User knows if a project has been shared to others by the icon on the project tile
• Users will see a blue exclamation point by the global nav menu when there are new Release
Notes
• Users can create a copy of anything on their design canvas by doing a right click “duplicate”
• Right click menu options for individual items or systems
• Can move project item between canvas, rename canvas from canvas options
• Can export project content via PDF format as separate files or as one combined file

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Frequently Asked Questions:

• Do I need a Trane® Design Assist™ registered account to use the tool?

- Yes
• How do I save a Trane® Design Assist™ project?
- Trane® Design Assist™ automatically saves your projects and item configurations
as you design
• Can I share my Trane® Design Assist™ project with others?
- Yes, you can share projects within the tool to multiple other users that have a
registered Trane® Design Assist™ account
• What if I need to add specific end devices or points to my item or system selection?
- Users can now customize any content pages within the tool

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Feedback & Questions?

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