Using Templates - tips for room information modeling

Sep 11, 2026

Using templates streamlines the process of entering and updating room data by reusing common parameters across similar room types in a building. Templates are designed to work with the “Create Rooms – Single Sheet” interface, enabling faster data entry while lowering the risk of repeated manual selection errors. They also simplify file updates and comparisons between alternatives. Five template types exist, with the Room template serving as a super template that groups Internal Load, Airflow, Thermostat, and Construction templates, which can be overridden for atypical rooms.

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Using templates

Purpose and benefits

Template types and the Room super template

Typical workflow in Create Rooms

Using templates Templates are intended to help simplify and speed up the process of entering and changing room information. They are based on the idea that several pieces of information are common for many, if not all, of the rooms or types of rooms in a building. Examples of this type of similar information include design thermostat setpoints, wall/roof/floor construction types, amount and type of lighting, and so on. Templates are similar to the concept of Master Cards in TRACE/Load Design 600 . The templates were designed for use in conjunction with the Create Rooms – Single Sheet tab to allow the user to enter room information on one screen. This allows much quicker entry of room data. In addition, because the user does not need to repeatedly select construction types, densities, and so on, templates reduce the chances of input errors. Finally, templates also make changes to files, and comparisons between alternatives, much easier. There are five types of templates. However, the Room template acts as a super template. It does not contain any specific room data, but it allows grouping of the other four templates listed below: ■ Internal Load template ■ Airflow template ■ Thermostat template ■ Construction template Templates are generally created for each type of room in a building—office areas, conference rooms, hallways, rest rooms, and so on. After the templates have been set up, they are applied, as appropriate, to the individual rooms in the Create Rooms section. The templates will bring in values that would be typical for the room type being entered in Create Rooms, and allow the user to override these inputs with any atypical values for that specific room. 6–108 Advanced Usage and General Modeling Tips TRACE 700 User’s Manual • CDS-PRM001-EN Using templates In the following scenario, a set of templates for the office areas of a building will be created and applied in Create Rooms. 1 The first step in using templates is to create the templates. Click Create Templates—TRACE 700 will open to the Room template. Note: It is much easier to create templates before the rooms have been input. Applying templates after the rooms have been input is time consuming and often difficult to do. Refer to Additional Items in this section for instructions on reverting inputs totemplated values. 2 No templates have been input into this file. Therefore, the Internal Load tab should be selected. 3 From the Internal Load tab, the general characteristics of the office areas’ internal loads will be input. Click New and enter Office Areas into the Description field. Enter the appropriate Type, Density, Loads, and Schedule for the people. Repeat this for Lighting and Miscellaneous loads. Note: The internal load schedules typically should not use the schedule Available 100% or any schedule where the heating-design day type is greater than zero. This will cause TRACE 700 to take credit for internal loads during the heating-design calculation. For additional details on schedules, refer to “Creating schedules” on page 6–120. CDS-PRM001-EN • TRACE 700 User’s Manual Advanced Usage and General Modeling Tips 6–109 Using templates 4 With the general characteristics for the office areas’ internal loads defined, select the Airflow tab. Here, the general characteristics of the office areas’ airflows will be input. Click New and enter Office Areas into the Description field. Input the appropriate Type, airflow rate (if the default value needs to be adjusted), and Schedule for the Ventilation. Repeat this for all relevant fields on the Airflow template. 5 With the general characteristics for the office areas’ airflows defined, select the Thermostat tab. In this scenario, all of the rooms in the building will be conditioned to the same thermostat setpoints, allowing a single Thermostat template tobe used for the entire building. Click New and enter Building in the Description field. Input the Cooling dry-bulb setpoint, H

FAQs

What problem do templates solve in room data entry?

Templates simplify and speed up entering and changing room information by reusing common characteristics shared across room types, reducing repeated selections and input mistakes.

How do templates help when updating files or comparing alternatives?

Templates make changes to files easier and improve comparisons between alternatives by centralizing typical values used across room types.

Which template types are grouped under the Room super template?

The Room template groups the Internal Load, Airflow, Thermostat, and Construction templates, allowing room-specific configuration using those base templates.

Sep 11, 2026

Uploaded by Chloe Bennett