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Web Deployment - Mapping Panels, Devices and Circuits

Written by Omri Landman

Updated at May 2nd, 2025

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Table of Contents

Adding an Electrical Panel Panel Connection Type Options - North America Panel Connection Type Options - Rest of the World Panel Connection Type Options - Japan Adding a Device Custom Category and Custom Type Assigning a Panoramic Sensor to a Device Assigning an Electric Pulse Meter to a Device Splitting/Deleting Devices, Panels, and Zones Electrical Hierarchy

Adding an Electrical Panel

  1. To add a new panel (to an existing zone) or edit the settings of an existing panel, go to the zone you want to view within the Deployment Tool tab. From there you can view a list of existing panels within that zone, or create a new panel.
  1. When you create a new panel, you can add a name and select the zone for that panel.
  2. Next select a Connection Type. The connection type describes the panel’s electrical configuration, which is most often derived by the type of grid service entering the site. The available connection types are determined by your location. For example, North America connection types differ from the rest of the world. The options available are dependent on the site's location and the panel type selected. Table 1 below lists the device options for North America, and Table 2 below lists the device options for the rest of the world.
    When you select a Connection type, a preview image of the selected panel configuration will show to the right. The preview shows the default voltages in the panel as well as the typical colors of the wires expected in the site. Some variations may occur however, and we recommend verifying the voltage levels and colors prior to defining the panel.
  3. In the Voltage Type field, you can select a fixed (manual) voltage for the panel. If at least one power meter is installed on your site, instead of a fixed voltage value, select Power Meter (note that this option is only available if you have a Pan-42 meter connected to the site). If you choose a power meter, the voltage used for power calculation of all the panel’s devices will be based on the measured voltage, instead of a fixed value set on the panel. 
  4. In the Avg. Power factor field, specify the approximate power factor of the panel. The power factor is the ratio of the real power following the load of the apparent power. Typical values here are between 0.9-1. The default value is 0.95. Note that the power measured for each of the panel’s devices is calculated as: Sensor’s measured current x the panel’s voltage x the power factor.
  5. Click Apply when finished.

Panel Connection Type Options - North America

Panel Type

Single Pole Device

Dual Pole Device

3-Pole (phase) Device

Single Phase Panel

√

-

-

Dual Phase Panel

√

√

-

Wye (3-Phase)

√

√

√

Delta (3-Phase)

-

-

√

Hi-Leg Delta (3-Phase)

√

√

√

Custom voltage panel (Delta)

-

-

√

Custom voltage panel (Wye)

√

√

√

 

 

 

 

 

 

 

 

Panel Connection Type Options - Rest of the World

Panel Type Single Pole Device Dual Pole Device 3-Pole (phase) Device
Single Phase Panel √ - -
Wye (3-Phase) √ √ √

 

 

 

 

Panel Connection Type Options - Japan

Panel Type

Number of Phases

Phase Default Voltage

P2P Default Voltage

Family

100V Single Phase 2 Wire 

1

100

Single

 

200V Single Phase 2 Wire 

1

200

Single

 

100/200V Single Phase 3 Wire 

1

100

200

Single

100/200V 3 Phase 4 Wire (Wye) 

3

100

200

WYE

200V 3 Phase 3 Wire (Delta) 

3

100

200

Delta

400V 3 Phase 3 Wire (Delta) 

3

230

400

Delta

Custom Voltage Panel (Delta) 

3

Delta

 

 

Custom Voltage Panel (Wye)

3

Wye

 

 

Adding a Device

Each panel feeds power to a set of devices, which are the elements that consume power on your site, machinery, HVAC, etc.

  • To add a new device (to an existing panel), or edit the settings of an existing device, go into an existing panel. From there, you can view a list of existing devices within that panel, or create a new device.

Note: You can click the small arrow to the left of an existing device, to expand and see additional details and information about that device

 
  • Enter a Name, Category and Type for your device. In the Type field, use a type that describes the main consumers of electricity for this device; for example, Machinery, Lighting, Industrial Heating, etc.

Custom Category and Custom Type

  • For Optimize sites, you can create Custom Categories and Custom Types for your devices. Each custom entity requires a name and an icon you can select from our library

Note: Each Custom Category requires at least 1 Custom Type configured with it. 

 

Note: You can add Custom Types within existing Categories in the system.

 

 

  • In the Monitored By drop-down, select whether the device is monitored by a Panoramic Sensor or by an external Electric Pulse Meter. When selecting Electric Pulse Meter - some fields may adjust accordingly
  • In the No. of Phases/Circuits field, select the combination of phases and sensors you’d like to deploy. Based on the connection type of your panel, your devices are fed either with a single phase, or with two or three phases. For a single-phased device, you can install a single sensor. For a two- or three-phased device, you can choose whether you want to install a sensor for each one of the phases, or get measurements from only one phase. Later, when the overall device power is calculated, you can either sum up the current of all sensors, or if one sensor is installed, multiply the measurement by the current factor. PAN-42 sensors require a 3 Phase/3 Sensor setup. Once the sensor is installed on the first phase, the remaining phases will auto-populate the PAN-42 details like CT rating and Current Factor
  • In the Circuit Breaker rate field, enter the maximum current breaker rating (Ampers) that the circuit is designed for. 
  • Use the Notes field to add any additional notes or comments regarding this device.
  • Click Apply when finished. 

Notes:

  • Once you create a new device, in the list of devices, you can connect the sensors/meters to the specific device.
  • Click Expand All at the top of the devices list, to expand all of the devices' details. Click Edit Mode to individually edit each device component.
 

Assigning a Panoramic Sensor to a Device

  • Once you enter the serial number there, you'll be able to see additional sensor details. It will automatically determine what type of sensor it is based on its serial number.
  • Power Factor is a value between 0 - 1 representing the quality/efficiency of the real power. There is a default set to the account but if you are aware of each device's measured or assumed power factor, enter in this value here. You only enter this value for PAN-10, PAN-12, and PAN-14 measured devices, as PAN-42 sensors will measure this value.
  • Current Factor represents cases where you have to compensate in the system for installing the sensor on only 1 of X conductors for a phase. For example: if a device has 4 conductors per phase and you could only fit 1 of the 4 conductors in the sensor, you would put the value 4 in the current factor, and therefore the system would multiply all current readings by 4 to represent the real value of the phase. This is only recommended given the load across all 4 of the conductors is balanced. To ensure accurate sensor readings, it is ideal to size the sensor or the CT for PAN-14 cases to be large enough to fit all conductors into the same sensor and therefore, the Current Factor would be set to 1.

For PAN-42 sensors

  • Voltage Factor is set as 1 by default but in cases where you have a potential transformed installed to stepdown a voltage that exceeds the rating of the PAN-42 (480V), this field allows for the compensation of its presence. For example: if there was a potential transformer that stepped down the voltage from 4800V to 480V, you would enter the value 10 in the Voltage Factor field. 
  • For PAN-14 Sensor and PAN-42 power meters, you will be required to enter the CT Rate. This is the primary current value of the external current transmitter’s specifications. For example: For a 600A/5A CT, enter the value 600 in the CT Rate.
  • Once installed and the device is running and a Bridge nearby is online, you can also see a real-time preview of the Sensor Validation Graph, with details of the reception rate and the current of the selected sensor.

Note: If you want to physically remove or replace a sensor from the circuit, select Uninstall Sensor on the right. The historical data will remain as long as the device is not deleted. Uninstalled sensor data can be viewed in the Energy Time View by right clicking on the site name and clicking on "Show Uninstalled Devices".

 

Assigning an Electric Pulse Meter to a Device

  • Once you expand the device properties / or click Connect Meter, you'll be able to set:
    • The Associated Bridge/Logger - Select a Panoramic Bridge or external Obvius logger 
    • The Channel Input to which the device's sub-meter is connected in the Bridge/logger
    • The Scaling Factor (energy (kWh) per pulse)
  • Click Connect to complete the setup

Splitting/Deleting Devices, Panels, and Zones

When viewing the list of devices in a panel, list of panels in a zone, or list of zones in a site, you can choose to duplicate or split a device, panel, or zone.

  1. To split a device, go to the right of the list of devices, and select Split Device. The device will be split from one device, with a couple of sensors installed to individual devices with one sensor each. 
  2. To duplicate or delete a device (with all sensors of the device), follow the same method when you are in the Panel screen viewing the list of devices.
  3. To delete a panel (with all devices of the panel), follow the same method when you are in the Zone screen viewing the list of panels.
  4. To delete a zone (with all panels and devices), follow the same method when you are in the Site screen viewing the list of zones.

Electrical Hierarchy

You can edit and map a site’s electrical hierarchy by clicking on the Electrical Hierarchy button in the Configuration section of the navigation menu sidebar of the Site Dashboard.

The site's current electrical hierarchy appears, where you can select one or more devices to be moved and replaced under another device. This applies for cases where the incoming main panel energy is measured as well as the children devices feeding off of it. Establishing this Electrical Hierarchy will be important for the site total; not applying an Electrical Hierarchy will result in possibly doubling the site total.

Drag and drop the devices to define the site's electrical hierarchy.

Devices can be moved in the electrical hierarchy only to the devices properties as described in the table below.

ToFrom

Device 3 Phase

Device 2 Phase

Device 1 Phase

Generation 1 Phase Device

Generation 2 Phase Device

Generation 3 Phase Device

Device 3 Phase

YES

 

 

 

 

 

Device 2 Phase

YES

YES

 

 

 

 

Device 1 Phase

YES

YES

YES

 

 

 

Generation 1 Phase Device

 

 

 

YES

YES

YES

Generation 2 Phase Device

 

 

 

 

YES

YES

Generation 3 Phase Device

 

 

 

 

 

YES

 

 

 

 

 

 

 

 

 

 

Note: If the children devices under a parent device are a different category/type to its parent device, it will be excluded from the Device Category/Type total lines on the Time View and The New Timeview application. 

 

 

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