# Introduction to the Plan Task v1 ### Overview \[video like 3D overview video and design modes video. Overview of sections (side bars, design area), sped up design. Wait til it's on staging. **Purpose of this video is to show the flow of the task**\] In the plan task, model your **surveyed** **plan**, with any existing emitters, and create **design options** based on the surveyed **plan**. In these design options, you can model **emitter upgrades**, place the **heat pump** and **cylinder** and specify any **accessories**. Heat loss calculations are fully integrated into the plan process In the plan task you can also complete **[sound assessment](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/sound-check-uk "Sound Check (UK)")** (UK only) and **[ventilation calculations](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/ventilation-calculations-in-heatpunk "Ventilation Calculations in Heatpunk")**. Once you have completed the surveyed plan and the design option you wish to continue with, click *Next* in the bottom right. ### Creating your surveyed plan

Read more about [creating a floor plan](https://help.heatpunk.co.uk/books/plans-task/page/creating-a-floor-plan "Creating a Floor Plan") and how to speed up creating your floor plan by [uploading architectural plans](https://help.heatpunk.co.uk/books/plans-task/page/pro-importing-floor-plans "Pro: Importing Floor Plans") with Heatpunk Pro.

When creating a floor plan, the first step is to select or create your [material palette](https://help.heatpunk.co.uk/books/plans-task/page/managing-your-material-palettes-and-library "Managing Your Material Palettes and Library"). You will then be prompted to input the default ceiling height and can then complete the surveyed plan. When completing the plan, elements (rooms, radiators, windows, doors) can be dragged and dropped from the left-hand sidebar. On the *Emitters* tab, you can also access key details about the plan: - Click **⋯ three dots** > **🡥 See room details** to: - View the annual demand, volume, area and heat loss for that room - View the measurements for that floor - Edit room temperature and ACH - Add **underfloor heating** or other heat emitters - Reset the room to the surveyed plan - Hover over the **🛈 info icon** next to emitters to view: - Total expected heat loss - Total building floor area - Total heat loss per floor area - Total emitter output - Total annual demand All emitters added to this the *Plan* will be listed as *Existing* in the *Emitters* tab. To specify new emitter, add these to a design option. Once you have completed your initial plan, click ***Finish Plan*** at the top. #### Ventilation calculation When you finish your plan, you will be prompted to complete the [ventilation calculation](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/ventilation-calculations-in-heatpunk "Ventilation Calculations in Heatpunk"). For Heatpunk UK/IE, choose from: - Legacy MCS method / S.R.50-2021 - Standard method / BS EN 12831-1:2017 using assumed air permeability - BS EN 12831-1:2017 using measured air permeability Once completed, to edit ventilation calculations, in the top right corner click **⋯ three dots** > **Ventilation details**.

**Ventilation settings are consistent across plans**, but the **calculation is done per plan or option** based on ACH and room temperature. To create an option with proposed MVHR, duplicate the project and input the proposed air permeability.

### Completing design option plan Once the sound check and ventilation calculations are completed, you can start speccing the heat pump, cylinders and any emitter upgrades. You can also specify the location of the new emitters, the heat pump, and the cylinder on the plan. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/y4FU941YZaIWHfVb-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/y4FU941YZaIWHfVb-image.png) On the right hand sidebar, you can **adjust the flow temperature** using the slider. From the *Sources* and *Emitters* tab, you can view how this affects the heat pump and emitter outputs.

Changes made to the **room temperature**, **ACH** and **emitters** are specific to each design option. Changes will not apply across plans. Adjust the *Plan* if you would like changes to apply to each option. Read more about **[how design options work](https://help.heatpunk.co.uk/books/drafts-templates-and-archive/page/design-options-3Kw "Design options")**.

#### Sources [![Heatpumpplacement.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/PTdus0mdBXPnJVGo-heatpumpplacement.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/PTdus0mdBXPnJVGo-heatpumpplacement.gif) To add a heat pump, drag and drop a *Pump* from the left-hand sidebar. Once you have placed these on the floor plan, a menu will pop up to specify the model. Adjust the **flow temperature** on the right-hand sidebar. ##### Sound check (UK) On the ***Sources*** tab, where it says *Sound check incomplete*, click the **⋯ three dots** and then the name of the heat pump(s) where the sound check hasn't been completed.

Read more about [selecting a heat pump and completing the sound check](https://help.heatpunk.co.uk/books/plans-task/page/sources "Heat sources").

#### Hot water [![CylinderPlacement.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/GZuj0C235ygScsya-cylinderplacement.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/GZuj0C235ygScsya-cylinderplacement.gif) Similarly, to add a hot water storage, drag and drop from *Hot water* on the left-hand sidebar. A menu will then appear to specify the model.

Read more about specifying [hot water storage](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/hot-water-storage), including information on domestic hot water calculations.

#### Emitters \[gif showing removing existing, adding new and navigating emitters tab\] Summarise new/existing emitters functionality #### Accessories Once you have added a heat pump and hot water storage, you can add accessories to the project. When you click *+ Add Accessories* from the accessories tab, compatible components will automatically be selected.