Electrical planner documentation
How to Use the Electrical Circuit & Outlet Planner
The Electrical Circuit & Outlet Planner helps you organize a residential electrical project by room or work area, group appliances and devices into planned circuits, review connected and planning loads, estimate receptacles, review conductor and breaker planning, and prepare a cable and material takeoff.
It is designed to help organize project information and identify loads or conditions that may need closer review before installation.
Planning estimate only
This guide describes the actual planner controls and report language. The planner is not a substitute for an electrician, engineer, inspector, permit review, manufacturer instructions, or the authority having jurisdiction.
On this page
- Quick start
- How it works
- Project settings
- Standard profile
- Zones
- Circuit groups
- Appliances and devices
- Load calculations
- Startup demand
- Circuit splitting
- Breaker planning
- Conductor planning
- Voltage drop
- Receptacles
- Cable schedule
- Material takeoff
- Planning Summary
- Project Report
- Statuses and warnings
- Profile comparison
- Workflow
- Common mistakes
- Professional review
- Glossary
Start here
Quick start
- 1Set the project units and electrical standard profile.
- 2Add a zone such as Kitchen, Bedroom, Bathroom, Laundry, Garage, or Outdoor.
- 3Add or review the circuit groups inside the zone.
- 4Add appliances and devices to the appropriate circuit group.
- 5Enter manufacturer or nameplate data where the current appliance row allows voltage or wattage edits, and use manufacturer documents for items needing attention.
- 6Review connected load, running current, planning current, startup current, breaker, conductor, voltage-drop, and protection-review results.
- 7Review Automatic Circuit Recommendation blocks before applying a suggested split.
- 8Check receptacle planning, the cable schedule, and the material takeoff.
- 9Generate or copy the Project Report before relying on the estimate.
You do not need to know the final circuit layout before starting. The planner is intended to help organize loads and expose planning questions.
How the planner works
Project
Shared settings such as panel label, unit system, system voltage, conductor material, planning mode, cable allowance, voltage-drop target, and selected standard profile.
Zone
A physical room or planning area. The planner creates circuit groups inside zones.
Circuit group
The working container for loads evaluated together as a possible branch-circuit planning group.
Appliance/device
A preset or user-edited load assigned to a circuit group.
Calculation
The planner evaluates groups with the selected profile, current inputs, appliance metadata, route lengths, receptacle settings, and review rules.
Report
Zone and run results are aggregated into a Project Report with cable schedule, material takeoff, items needing attention, and code-basis metadata.
Project settings
| Control | What it means | How it affects results |
|---|---|---|
| Project name | A label for the report and saved project. | Does not affect calculations. It is preserved with the project. |
| Panel name / label | The panel or source label shown in report text. | Does not change calculations. It helps identify the plan. |
| Electrical standard profile | The profile used to resolve source-backed planning rules and report context. | Changing it preserves inputs, recalculates profile-dependent results, and may show a Standard profile changes block. |
| Unit system | Imperial or Metric display for route and room dimensions. | Electrical conductor recommendations remain AWG for the current US profiles. |
| System voltage | Project-level nominal system context: 120 V, 240 V, or 120/240 V residential. | Used as project context; circuit groups still carry their own nominal voltage. |
| Conductor material | Project default material, currently Copper or Aluminum. | Affects conductor planning and may produce aluminum termination review. |
| Planning mode | Typical residential planning or Conservative. | Used by the calculation model as a planning policy, not a jurisdiction claim. |
| Voltage-drop target (%) | Default 3%. | Used as a running voltage-drop planning target for conductor comparison. |
| Cable routing allowance (%) | Default 15%. | Added once to estimated route length for suggested purchase quantity. |
Choosing an electrical standard profile
The selector is generated from the standard-profile registry. Placeholder profiles are not exposed. The current selectable profiles are:
| Profile | Release | Edition | Jurisdiction | Coverage | Compliance claim | Use when |
|---|---|---|---|---|---|---|
| US residential planning | production | None selected | Not jurisdiction-specific | partial | No | You want general US residential planning and are not intentionally using the edition-specific preview. |
| US - NEC 2023 residential planning - Preview | preview | 2023 | Not jurisdiction-specific | scoped | No | You want the implemented NEC 2023 reference rule sets within the planner's supported scope. |
Zones
A zone is a room or work area. The Add a zone panel offers Kitchen, Bedroom, Living Room, Bathroom, Laundry Room, Garage, Home Office, Dining Room, Basement, Outdoor, and Custom Zone presets. Each zone can be expanded, collapsed, duplicated, or removed.
| Zone control | Meaning |
|---|---|
| Zone name | The room or area label used in summaries and reports. |
| Length and Width | Room dimensions used with the unit system. Auto perimeter derives from these values. |
| Wall perimeter mode | Auto from length x width or Manual usable perimeter. |
| Usable wall perimeter | A planning input for general wall receptacle estimates. Disabled when auto perimeter is selected. |
| Countertop length and Countertop sections | Kitchen-only controls used for countertop receptacle planning. |
| Basement condition | Basement-only review input: Unknown - review, Finished habitable, or Unfinished storage/work. |
| Add default circuit and preset circuit buttons | Create circuit groups in the zone. |
Kitchen example
Create a Kitchen zone, review countertop length and sections, then add named circuit groups such as Kitchen Countertop Circuit #1, refrigerator, lighting, and cooking-equipment groups as planning containers. The planner may later suggest separating loads; the initial setup is not a final circuit design.
Circuit groups
A circuit group is the planner's working container for loads evaluated together as a possible branch-circuit planning group. It is not proof of a final installed branch circuit. The planner may identify overload, voltage mismatch, missing data, dedicated-equipment review, or another reason to split the group.
| Circuit-group control | Meaning |
|---|---|
| Circuit name | The label shown in proposed runs, recommendations, and reports. Automatically generated names include the room and circuit purpose, such as Kitchen Countertop Circuit #1. |
| Purpose | General receptacles, Countertop, Lighting, Dedicated appliance, Bathroom, Laundry, Garage, or Custom. |
| Nominal voltage | 120 V or 240 V for the group. Appliance voltage mismatches are flagged. |
| Installation condition | Dry indoor concealed, Damp/wet location, Outdoor, Underground/direct burial, Raceway/conduit, or Unknown. |
| Home-run from panel | Modeled route from the panel to the zone. |
| In-zone branch wiring | Modeled branch wiring inside the zone. |
| Receptacle planning | Auto estimate or Manual quantity. |
| General receptacles | Manual quantity shown when manual receptacle planning is selected. |
| Breaker override (A) | 0 uses the planner recommendation. A positive value is treated as a manual override. |
| Conductor override | Optional manual conductor entry such as 12. |
| Add appliance/device | Adds a preset load to the circuit group. |
| Search and category filters | Filter the appliance preset list. |
Adding appliances and devices
The Add appliance/device control inserts a preset with typical planning wattage, nominal voltage, appliance category, and electrical metadata where available. The row then lets you edit Watts, Qty, and Voltage, remove the load, move it to a compatible existing circuit group, or create a dedicated run.
Voltage badge
Shows 120 V, 240 V, or Voltage?. The tooltip explains missing or incompatible voltage.
Load-level badge
Indicates lower, typical, or higher planning load using the current wattage.
Manufacturer data badge
Appears for equipment whose circuit and conductor requirements should be taken from nameplate and manufacturer documentation.
Dedicated suggested badge
Appears where a separate branch circuit is commonly planned or preferred. This is different from an explicit dedicated-circuit requirement.
Startup badge
Appears for startup-capable loads. Startup is evaluated separately from normal running current.
Placement block
Shows Compatible, Voltage missing, Voltage mismatch, Manufacturer review, Dedicated circuit, High-load review, or similar placement context.
Duplicate appliances
The planner allows more than one instance of the same appliance. If the same preset is selected again, it asks for confirmation so an accidental duplicate is not added silently. When there are multiple instances, the planner shows deterministic labels such as Microwave Oven 1 and Microwave Oven 2 in appliance rows, reports, and PDF output.
Dedicated appliance runs
When a selected appliance is modeled as needing its own electrical run, the planner explains this before adding it to the current group. If confirmed, it creates the separate run and adds the appliance there. Cancelling leaves the project unchanged. Voltage mismatch remains a review condition for legacy, imported, custom, or manually edited incompatible project state.
How load calculations work
Connected load
The total modeled running wattage assigned to the circuit group or proposed run.
Running current
The planner uses the simplified supported relationship I = P / V when wattage and nominal voltage are known.
Planning current
The current used for planning review after supported profile rules, such as explicitly classified continuous-load treatment.
Unresolved voltage
Missing voltage does not become 0 V. It produces missing-data review instead of a breaker recommendation.
Mixed voltage
Known incompatible voltage classes, such as 120 V and 240 V on one group, are separated or reviewed.
Simple current example
1,500 W / 120 V = 12.5 A
A 1,500 W portable heater at 120 V has a modeled running current of 12.5 A before any applicable planning review.
Startup demand and temporary load peaks
Some motors, compressors, pumps, fans, washing machines, refrigerators, power tools, and similar loads may draw more current during startup. The planner tracks running current separately from estimated startup current and does not treat the temporary startup peak as a continuous running load.
| Startup concept | Planner behavior |
|---|---|
| Preset startup estimate | A typical appliance profile or multiplier can be used when manufacturer startup data is not supplied. |
| Manufacturer/nameplate startup data | When present in the scenario data, manufacturer startup values take priority over typical estimates. |
| Startup estimate note | STARTUP_ESTIMATE_USED is informational when the estimate remains within planning thresholds. |
| Startup voltage-dip review | STARTUP_VOLTAGE_DIP_HIGH is actionable only when the calculated temporary dip exceeds the configured threshold. |
| Default threshold | 5% temporary startup voltage-dip review threshold. This is a planning policy, not a universal electrical-code limit. |
Dedicated equipment and manufacturer requirements
The planner distinguishes equipment with explicit dedicated-circuit metadata from portable high-load appliances. Ovens, ranges, dryers, water heaters, HVAC equipment, pumps, and similar equipment may require manufacturer/nameplate review or a separate run when the preset or manufacturer data says so. Portable high-load appliances such as space heaters, hair dryers, kettles, air fryers, toasters, countertop microwaves, vacuums, and portable air conditioners remain shared-circuit loads unless equipment-specific data says otherwise.
If manufacturer data is missing, the report may show Professional review or Needs confirmation. If voltage is incompatible, the placement block and proposed circuit plan separate or flag the assignment as a Configuration issue. The planner should not be read as inventing final equipment-specific breaker or conductor values where the manufacturer information is unavailable.
Why the planner may suggest splitting a circuit group
The Automatic Circuit Recommendation block appears when the current group should be reviewed before treating it as one physical branch circuit. Reasons can include overload, mixed voltage, dedicated-equipment handling, manufacturer data review, voltage-drop review, and profile-specific grouping rules.
The block shows reasons, proposed Circuit A/B cards, connected load, current, breaker, minimum conductor, voltage-drop conductor, startup context, and actions to Apply recommended split or Dismiss recommendation. Applying a split creates replacement circuit groups and preserves appliance assignments according to the recommendation.
Understanding breaker planning
The Breaker value is a planning result produced from the active profile, modeled load, supported circuit rules, and any manual override. In report text, equipment review may be shown as a planning placeholder. The planner may show Review instead of a breaker when voltage is missing, voltage classes are mixed, manufacturer data is required, or the current grouping is unsupported.
Understanding conductor size results
| Displayed result | Meaning |
|---|---|
| Minimum conductor | The baseline planning conductor from the active rule set before route voltage-drop comparison. |
| Voltage-drop recommendation / Voltage-drop conductor | The conductor indicated by the modeled route, current, resistance, and selected voltage-drop target. |
| Recommended wire | The report's planning conductor value, using the more conservative available conductor result. |
AWG numbers run opposite to size: 12 AWG is larger than 14 AWG. Conductor material, terminal ratings, ambient temperature, grouping, installation method, cable family, and equipment instructions may matter. Unsupported or unknown conditions are handled as review limitations rather than hidden assumptions.
Voltage-drop planning
The planner uses the circuit route, modeled current, circuit voltage, conductor resistance, and a round-trip conductor path to estimate running voltage drop. In plain terms:
Voltage-drop concept
Voltage drop = Current x Circuit resistance
Voltage-drop percentage = Voltage drop / Circuit voltage x 100.
Long routes may cause the planner to show a larger voltage-drop conductor. The default running voltage-drop target is 3%. It is a planning target for review and conductor comparison, not a universal pass/fail code-compliance limit. Startup voltage dip is evaluated separately from running voltage drop.
Receptacle estimates
Receptacle estimates help with early quantity and material planning. General rooms use usable wall perimeter, either auto-derived from length and width or manually entered. Kitchen zones add countertop length and countertop sections. Circuit groups can use Auto estimate or Manual quantity.
The current model does not fully lay out every door, opening, fireplace, fixed cabinet, exact wall segment, sink break, island, peninsula, or countertop segment. Exact placement may require wall-by-wall or countertop-segment review.
Cable route and cable schedule
Circuit groups track Home-run from panel and In-zone branch wiring separately. Proposed circuit cards show Routed / purchase cable. Zone and project summaries show Estimated routed cable and Recommended purchase. The Cable Purchase Guide groups cable or conductor suggestions by wiring type and shows Estimated route and Suggested purchase.
Cable allowance example
With the default 15% cable routing allowance, a 100 ft routed estimate becomes a 115 ft purchase planning quantity before purchase rounding or grouping behavior. Route geometry, vertical rises, box slack, panel entry, obstacles, and field conditions can change actual material use.
Damp, wet, outdoor, underground, raceway, or unknown installation conditions can produce installation or cable-family review. Do not treat a generic indoor cable suggestion as proof of suitability for wet or underground work.
Material takeoff
The Project Report currently produces material takeoff quantities for Standard receptacles, Dedicated appliance locations, Single-gang boxes, Device wall plates, Cable staples / supports, Wire connector allowance, and Circuit identification labels.
These are planning quantities. Cable supports and wire connectors are explicitly labeled as allowances because actual quantities depend on cable type, box layout, wiring method, support spacing, and installation conditions. Review the takeoff after resolving circuit warnings, splits, or conductor changes.
Reading Planning Summary
Each zone ends with a zone-level Electrical Planning Summary. The sidebar shows the active zone and project-level context.
Planned electrical runs
How many proposed runs the planner currently generates.
Countertop outlets
Kitchen countertop planning count.
General wall outlets
General receptacle planning count.
Dedicated appliances
Dedicated appliance connection count.
Connected load
Modeled running wattage in the zone.
Estimated routed cable
Modeled physical route length before allowance.
Recommended purchase
Allowance-adjusted cable purchase quantity.
Items needing attention
Sidebar count of proposed runs with unresolved input, confirmation, configuration, or professional-review status.
Planning warnings
Sidebar count of zone warning records.
Reading the Project Report
The Project report appears after you select Generate report. Copy report and Print report use the same report data. The report is useful for reviewing assumptions, preparing a material estimate, and discussing the project with an electrician; it is not an inspection document.
Top metrics
Zones, Electrical runs, Connected load, Planned outlets, items needing attention, and Code findings.
Plan at a glance
A compact zone-by-zone summary of runs, dedicated runs, connected equipment, and status causes.
Zone summary
A table of areas, electrical runs, connected devices, planned load, outlet locations, dedicated appliances, cable route, cable purchase, and status.
Planned Electrical Runs
Run-by-run purpose, served loads, supply, planned breaker, recommended wire, route, status, technical details, and warnings.
Cable Purchase Guide
Estimated routed cable and suggested purchase quantities grouped by cable/conductor label.
Material takeoff
Planning quantities for receptacles, dedicated locations, boxes, plates, supports, connectors, and labels.
Items needing attention
Deduped status messages by zone and circuit.
Code basis and jurisdiction
Selected standard profile display name, release state, coverage, profile ID, compliance claim, applied planning basis, sources, and limitations.
Save PDF
Downloads a branded structured planning report with overview cards, zone summary, planned electrical run cards, cable schedule, material takeoff, items needing attention, profile summary, technical traceability, and limitations.
Understanding planner statuses
| Status or label | Plain meaning | What to do |
|---|---|---|
| Planning estimate ready | The planner produced a usable preliminary planning estimate and has not found unresolved input-dependent or configuration findings. | Use as a planning estimate, then verify installation details before work begins. |
| Needs your input | The planner calculated a preliminary result using an assumption or typical equipment data. | Enter more specific data, such as manufacturer or nameplate startup information, when available. |
| Needs confirmation | The planner cannot conclusively determine a requirement from the selected profile or available project context. | Check the selected standard profile, local requirements, equipment instructions, or missing project details. |
| Configuration issue | The current project contains an incompatible or materially problematic configuration. | Correct the affected circuit assignment, supply voltage, or grouping before relying on the result. |
| Professional review | The planner intentionally does not make a final recommendation because the item depends on equipment-specific requirements, site conditions, AHJ interpretation, or qualified professional judgment. | Check manufacturer instructions and obtain qualified electrical review where required. |
| Not determined | The selected planning profile does not evaluate or determine this specific requirement. | Treat it as outside the current profile scope; do not infer approval or applicability from the absence of a result. |
Planning estimate ready does not mean permit approval, inspection approval, safe installation, or final electrical design. Needs your input is different from missing calculation output: the planner still has an estimate, but it is using typical or incomplete equipment data. Needs confirmation means a relevant requirement must be checked from additional context. Not determined means the selected profile intentionally does not evaluate that item.
| Example | Status | Reason | What to do |
|---|---|---|---|
| Refrigerator | Needs your input | Startup current is estimated from typical appliance data. | Enter manufacturer or nameplate startup data when available. |
| Bedroom receptacle circuit | Needs confirmation | AFCI applicability is not conclusively confirmed for the full jurisdiction context. | Check the selected standard profile and applicable local requirements. |
| 240 V appliance on a 120 V circuit | Configuration issue | The appliance supply does not match the assigned circuit. | Correct the circuit assignment or circuit supply. |
| Equipment-specific circuit sizing | Professional review | Final circuit recommendation depends on equipment-specific installation requirements. | Check manufacturer instructions and obtain qualified electrical review where required. |
Common planner messages and what to do
| Message | Why it appears | What to check |
|---|---|---|
| Circuit overload | Estimated planning current is above the planning breaker. | Split loads, move high-load equipment, or review the circuit plan. |
| Simultaneous plug-load review | Selected plug-load ratings may exceed the circuit if used together. | Redistribute appliances or add another applicable outlet run. |
| Mixed-voltage loads | Known 120 V and 240 V loads are grouped together. | Separate incompatible voltage classes into appropriate runs. |
| Appliance voltage missing | An appliance does not have a supported nominal voltage. | Enter the nameplate or manufacturer voltage. |
| Startup estimate used | A typical startup profile is being used. | Enter manufacturer or nameplate startup data for better precision. |
| Startup voltage dip high | Estimated temporary startup voltage dip exceeds the selected review threshold. | Verify startup current and review conductor size, route length, and simultaneous starting. |
| Manufacturer circuit data required | Equipment-specific circuit data is incomplete. | Check voltage, rated current, MCA/MOCP, branch-circuit rating, and installation instructions. |
| Installation condition | The condition is not standard dry indoor concealed wiring. | Check cable/conductor listing, raceway, wet-location, burial, and local requirements. |
| Cable family | The chosen family may not fit the modeled installation condition. | Verify the actual cable/conductor listing and wiring method. |
| Voltage drop high | Estimated running voltage drop is above the selected planning target. | Check route length or the voltage-drop conductor recommendation. |
| Terminal temperature rating unknown | Unknown terminals could affect conductor selection for some conditions. | Verify equipment terminal ratings if the review appears. |
Comparing electrical standard profiles
When you change profiles on a project with content, the planner asks for confirmation and then shows Standard profile changes. The comparison can report recommendation changes, review-item changes, protection-review changes, rule/coverage changes, or no material recommendation changes.
Recommended planning workflow
- 1Create the project and name the panel.
- 2Select the standard profile intentionally.
- 3Add all zones and enter dimensions.
- 4Create initial circuit groups.
- 5Add known appliances and devices.
- 6Replace preset values with manufacturer or nameplate data where available.
- 7Enter approximate home-run and in-zone cable routes.
- 8Review each circuit group and resolve missing voltage or mixed-voltage findings first.
- 9Review overload, dedicated equipment, manufacturer data, startup, conductor, and voltage-drop findings.
- 10Review suggested splits before applying them.
- 11Recheck the cable schedule and material takeoff after any split or conductor change.
- 12Generate, copy, or print the Project Report for review and discussion.
Common planning mistakes
Putting every appliance in one group
Circuit groups should reflect compatible loads; the planner may split or review incompatible groups.
Ignoring appliance voltage
A 240 V load cannot be treated as an ordinary 120 V appliance.
Treating startup as continuous load
Startup current is temporary and evaluated separately.
Trusting presets over nameplates
Preset wattage is an early planning estimate.
Ignoring dedicated-equipment review
Some equipment needs manufacturer circuit data before final planning.
Using straight-line distance as exact cable route
Route length should include realistic routing, not just room dimensions.
Reading purchase cable as a cut list
Purchase quantities are planning estimates with allowance.
Misreading AWG numbers
A larger AWG number is a smaller conductor.
Treating 3% or 5% as code limits
The current 3% running target and 5% startup threshold are planning policies.
Assuming Planning estimate ready means code compliant
Planning estimate ready is scoped to modeled checks only.
Ignoring state/local amendments
Profiles are not jurisdiction-specific unless explicitly implemented.
Changing profile without checking comparison
Recommendations and planner statuses may change.
When to get professional electrical review
Professional review is especially important when a project includes service or feeder changes, panel replacement, grounding and bonding work, unknown existing wiring, aluminum conductors, shared neutrals or MWBCs, conduit engineering, conductor bundling, high ambient temperatures, conductors in thermal insulation, unknown terminal ratings, outdoor/wet/underground routing, HVAC MCA/MOCP, EV charging, generators, transfer switches, solar, battery storage, equipment-specific manufacturer requirements, or state/local amendment questions.
The planner is most useful when it helps you identify these questions before materials are purchased or work begins.
Glossary
- AHJ
- Authority having jurisdiction, such as the local inspector or code authority.
- AFCI
- Arc-fault circuit-interrupter protection. The planner may mark this for review; it does not perform complete jurisdiction verification.
- Ampere / A
- The unit of current used for running, planning, and startup current.
- AWG
- American Wire Gauge. A smaller AWG number is a larger conductor, so 12 AWG is larger than 14 AWG.
- Branch circuit
- A circuit serving outlets, lighting, or equipment after the final overcurrent device.
- Breaker
- The overcurrent device rating shown as a planning result or review placeholder.
- Cable allowance
- A percentage added to modeled routed cable for planning purchase quantity.
- Cable family
- The wiring or conductor family used in the planning schedule, such as an NM-B planning suggestion or a cable/conductor configuration review.
- Circuit group
- The planner's working container for loads evaluated together as a possible branch-circuit planning group.
- Conductor
- The current-carrying wire size shown in AWG for the current US planning profiles.
- Connected load
- The total modeled running wattage assigned to a zone, group, or proposed run.
- Continuous load
- A load classified by metadata as continuous. The planner does not apply continuous adjustment to every appliance.
- Dedicated circuit
- A run planned around one appliance or equipment load rather than a general shared outlet group.
- GFCI
- Ground-fault circuit-interrupter protection. The planner reports review indicators, not a final jurisdiction decision.
- Jurisdiction
- The state, municipality, or AHJ context that can change adopted code editions or amendments.
- Manufacturer data
- Appliance nameplate or installation-manual values that should override generic preset assumptions.
- NEC
- NFPA 70, the National Electrical Code. Adopted editions and local amendments vary.
- Planning assumption
- A configurable or simplified value used for early planning, not a universal code requirement.
- Planning current
- The current used for breaker/conductor review after supported adjustments, such as continuous-load treatment.
- Receptacle
- An outlet location estimate used for planning devices, boxes, plates, and cable quantities.
- Review finding
- A condition the planner can identify but cannot finalize without more information or a different plan.
- Route length
- The modeled one-way home-run plus in-zone branch wiring length used for cable and voltage-drop planning.
- Rule set
- A profile-resolved group of planning rules or source-backed references used by calculations.
- Running current
- Modeled running watts divided by nominal voltage for supported loads.
- Standard profile
- The selected electrical planning reference context, such as US residential planning or NEC 2023 Preview.
- Startup current
- Temporary current estimated for startup-capable loads such as motors, compressors, pumps, or similar devices.
- Voltage drop
- Estimated voltage lost along conductors from resistance under the planner's simplified single-phase model.
- Watt / W
- The unit of power used by appliance presets and user-edited load entries.
Open the planner
Use the documentation as a reference while you build zones, circuit groups, appliance assignments, cable estimates, material takeoffs, and reports.
Open Electrical Circuit & Outlet Planner