Managing HVAC projects can be complex, involving various stakeholders, critical documentation, and precise timelines. To address these challenges, Nexus, the revolutionary project management tool designed specifically for the HVAC industry, streamlines workflows, ensures accurate documentation, and improves collaboration. This guide will walk you through using Nexus to manage your next HVAC project, from initial setup to project completion.
Whether you’re configuring Air Handling Units (AHUs), commissioning Heat Recovery Units (HRUs), or managing on-site installations, Nexus is your all-in-one platform for simplifying tasks and achieving better results.
Table of Contents
- Step 1: Getting Started with Nexus
- Step 2: Setting Up a New HVAC Project
- Step 3: Uploading and Organizing Project Documentation
- Step 4: Assigning Tasks and Project Milestones
- Step 5: Managing the Commissioning Process
- Step 6: Tracking Progress with Real-Time Updates
- Step 7: Exporting Project Outputs
- Why Nexus Is Essential for HVAC Success
- Get Started with Nexus Today
Step 1: Getting Started with Nexus
To begin using Nexus, you’ll first need access to the platform through your company’s Nexus account or by contacting us for a trial/demo. Once you’re logged in, you’ll be greeted with the Nexus Dashboard—a central hub where you can create, view, and manage projects.
Tip: Familiarise yourself with the layout by navigating to key sections such as Projects, Resources, and Checklists.
Step 2: Setting Up a New HVAC Project
From the dashboard, create a new project to start planning your next HVAC system installation or upgrade. Follow these steps:
- Click on “New Project” and give it a relevant name (e.g., “AHU Installation – Building A”).
- Select the type of project you’re working on (e.g., AHU, HRU, or Fan Coil Unit).
- Input project details, including site location, deadlines, and client specifications.
Why It’s Important: Proper setup ensures all stakeholders have the necessary project information from the beginning, avoiding confusion or delays.
Step 3: Uploading and Organizing Project Documentation
Nexus simplifies document management by allowing you to upload critical files directly into the platform. This could include:
- Wiring diagrams.
- Control panel configurations.
- Equipment datasheets.
- Site reports and inspection records.
How to Upload Documents:
- Navigate to the project-specific folder within Nexus.
- Drag and drop files or upload them manually.
- Assign tags to documents for easy retrieval (e.g., “Wiring Diagrams” or “Commissioning Notes”).
Example: If you’re working on an AHU project, upload your electrical schematics and test sheets to the project folder so technicians can access them in the field.
4. Step 4: Assigning Tasks and Project Milestones
Nexus allows you to assign tasks and set milestones to track progress throughout the project. Use the task management feature to break down the project into manageable phases, such as:
- Initial design and planning.
- Control panel installation.
- Functional testing and commissioning.
Assigning Tasks:
- Select the task or milestone.
- Assign it to a team member with a deadline.
- Set reminders or notifications to ensure timely completion.
Why It Matters: Task assignment promotes accountability and ensures team members know their responsibilities, reducing the risk of project delays.
Step 5: Managing the Commissioning Process
One of the standout features of Nexus is its built-in commissioning checklist wizard. This ensures that every step in the commissioning process is completed accurately and documented properly.
Using the Checklist:
- Access the commissioning checklist from the project menu.
- Follow the guided steps, from testing motor functionality to verifying airflow.
- Record results directly in Nexus to create an audit trail.
Pro Tip: If issues arise during commissioning, Nexus allows you to flag them for review and assign corrective actions to team members.
Step 6: Tracking Progress with Real-Time Updates
Nexus provides real-time updates on task completion, document changes, and project milestones. The customizable dashboard lets you see exactly where the project stands, ensuring full transparency.
How to Track Progress:
- Use the dashboard to view completed and pending tasks.
- Check for status updates on wiring diagrams, test sheets, and site inspections.
- Review flagged issues or delays and resolve them proactively.
Example: For a large HRU project, you can monitor tasks related to coil installation, damper testing, and wiring completion - all in one place.
Step 7: Exporting Project Outputs
Once your project is near completion, Nexus allows you to export key outputs, including:
- Finalised wiring diagrams.
- Site inspection and commissioning reports.
- Functional test results and descriptions of operations.
Exported files can be branded with your company’s logo and shared with clients, building owners, or regulatory authorities as needed.
Available Formats: Nexus supports exporting in PDF, Excel, or other customizable formats for project documentation.
Why Nexus Is Essential for HVAC Success
Nexus isn’t just a tool - it’s a complete project management solution that addresses common HVAC challenges, such as:
- Document mismanagement.
- Task miscommunication.
- Commissioning errors.
- Delays due to unclear timelines or instructions.
With Nexus, you can overcome these hurdles and complete projects on time while maintaining high-quality standards.
Get Started with Nexus Today
Ready to transform your HVAC project management experience? Nexus streamlines documentation, task tracking, and commissioning processes, helping you save time and reduce costly mistakes.
Contact us today to schedule a demo and see how Nexus can help you manage your next HVAC project more efficiently.