# Introduction to the Plans Task In the Plans task, you create your initial floor plan - the *surveyed plan* - and then create [design options](https://help.heatpunk.co.uk/books/plans-task/page/surveyed-plan-and-design-options "Plans and Design Options") by placing heat pumps, cylinders, and modelling emitter upgrades directly on the plan. With heat loss calculations fully integrated into the Plans task, you can clearly see where [emitter upgrades](https://help.heatpunk.co.uk/books/plans-task/page/emitters "Emitters") are needed. The [ventilation calculation](https://help.heatpunk.co.uk/books/plans-task/page/ventilation-calculations-in-heatpunk "Ventilation Calculations in Heatpunk") and, for UK users, the [sound check](https://help.heatpunk.co.uk/books/plans-task/page/sound-check-uk "Sound Check (UK)") are also completed in this task. ### Creating your surveyed plan 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"). This palette determines the materials (radiators, walls, windows, floors, etc.) you can use to model the property. This can be edited at any stage. You will be then 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"). #### Ventilation calculation 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, you can edit the ventilation calculation by clicking click the **⋯ three dots** in the top right corner and then selecting *Ventilation details*. #### Creating floor plan You will then be prompted to input the default ceiling height and complete the surveyed plan. To build your plan, drag and drop elements (rooms, radiators, windows, doors) from the left-hand sidebar. As you build the plan and add emitters, you can view the heat loss, total floor area and W/m2 at the bottom of the right-hand sidebar. For details on the heat loss for individual rooms, click **🡥 *See room details*** on the right-hand sidebar of each room.

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.

All emitters added to the *surveyed plan* will be listed as *Existing* in the Emitters tab. Read more about [emitters](https://help.heatpunk.co.uk/books/plans-task/page/emitters "Emitters") for details on emitter upgrades and UFH. Once you have completed your initial plan, click ***Finish surveyed plan*** at the top. ### Completing design option plan Design options are built on top of the surveyed plan. Here you can model the heat pump, cylinders and emitter upgrades directly onto 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. Navigate back to the *surveyed plan* to make any changes to your existing emitters. Any other fabric or layout changes can be made from any design option but will apply to all of them. 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, while on a design option 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. ##### Sound check (UK) The sound check status can be seen on the right-hand side. 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 From the Emitters tab, you can see the existing, removed and new emitters for each room. You can click the **🡥** icon on each room to see the full room details. You can also add room overrides by clicking the exclamation icon and inputting the reason for the override. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/FCxdcsSMauBIV997-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/FCxdcsSMauBIV997-image.png) To model emitter upgrades follow the steps outlined below. - To upgrade existing radiators, click on the radiator from the plan and click upgrade. Input the new radiator details and save. - To replace an existing radiator with UFH, delete the radiator from the floor plan and add underfloor heating by clicking the **🡥** icon on each room. Click *Add underfloor heating* and input the output and m2.

Read more about [emitters](https://help.heatpunk.co.uk/books/plans-task/page/emitters "Emitters").

#### Accessories Once you have added both a heat pump and hot water storage, a menu will appear to add any accessories. If possible, compatible accessories will be automatically selected. This step can be skipped. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/rSsoHAKBvmoaiRO2-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/rSsoHAKBvmoaiRO2-image.png) To re-open the accessories menu, navigate to the accessories tab and click *+ Add Accessories*. If you already have accessories selected, click *Edit accessories*. [![download.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/ptSsF62kymJy7yup-download.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/ptSsF62kymJy7yup-download.gif) --- If you have further questions, please get in touch on or .