HVAC equipment schedule Excel template.
The building services register of every air-handling, heating and cooling unit, with its airflows, capacities, motor, electrical data and controls reference.
- AEquipment Tag
- BTypeAHURTUVAVFCUEFSFCHWBLRCTDXCRACCRAH
- CService Area
- DSupply CFM
- EReturn / Exhaust CFM
- FHeating Capacity
- GCooling Capacity
- HESP
- IMotor HP
- JVoltage / Phase
- KRefrigerant
- LBAS Control Ref
- MManufacturer
Frozen header, auto-filter on every column, 48 blank rows ready to fill. No macros.
Every column, defined.
13 columns, in the order the sheet carries them. Type is a dropdown; the rest stay free text, so house notation fits.
| Col | Column | What goes in it |
|---|---|---|
| A | Equipment Tag | HVAC equipment tag, AHU-1, RTU-2, VAV-101. |
| B | Type | AHU, RTU, VAV, FCU, EF, SF, CHW, BLR, CT |
| C | Service Area | Zone or room reference |
| D | Supply CFM | Rated supply airflow |
| E | Return / Exhaust CFM | Rated return or exhaust airflow |
| F | Heating Capacity | MBH or kW heating duty |
| G | Cooling Capacity | Tons or kW cooling duty |
| H | ESP | External static pressure |
| I | Motor HP | Fan motor horsepower |
| J | Voltage / Phase | Electrical service |
| K | Refrigerant | R-410A, R-32, R-454B, R-1234ze, etc. |
| L | BAS Control Ref | BAS controller and point list reference |
| M | Manufacturer | Equipment manufacturer |
HVAC equipment schedule against HVAC equipment list
| Equipment schedule | Equipment list | |
|---|---|---|
| What it is | The sized, specified register. One row per equipment tag carrying capacities, airflows and electrical data. | The inventory. One row per equipment tag with name and location, no performance data. |
| Where it lives | On the mechanical drawing set, as a schedule block on the sheet. | In the project register, normally a spreadsheet. |
| Who reads it | Mechanical designers sizing ductwork, electrical engineers sizing feeders, the contractor pricing the package. | Project controls, procurement, and the maintenance system at handover. |
| Key columns | Supply and return airflow, heating and cooling capacity, external static pressure, motor power, voltage and phase, refrigerant. | Tag, type, service area, location, manufacturer. |
| Controls link | Carries the automation reference that ties the unit to its points list. | Usually none. |
| When it is issued | With every mechanical drawing revision, because it is part of the drawing. | Once per project phase, and again at handover. |
Common questions
What is an HVAC equipment schedule.
The HVAC equipment schedule is the building services register of every air handler, rooftop unit, VAV, fan coil, exhaust fan, supply fan, chiller, boiler, and cooling tower on the project. One row per equipment tag with service area, capacity, ESP, motor HP, refrigerant, and BAS control reference. It is the document the BAS controls integrator bids and commissions against.
Does this template handle datacenter cooling equipment, CRAC, CRAH.
Yes. CRAC, CRAH, in-row coolers, RDHX, and chimney enclosures all use the same column schema. Add a Redundancy column, Nplus 1, 2N notation in Notes or a custom column after BAS Control Ref if the project carries dedicated redundancy notation.
What is the difference between an HVAC equipment schedule and an equipment list.
The schedule is the sized, specified register living on the mechanical drawing set, carrying airflows, capacities, static pressure and electrical data per unit. The equipment list is the project inventory: tag, type and location, with no performance data. The schedule is reissued with every drawing revision because it is part of the drawing. The list is issued per project phase.
Which columns does the electrical engineer need from this schedule.
Motor power, voltage and phase, and the unit tag. Those three feed the load schedule and from there the MCC schedule and feeder sizing. Where the schedule carries a starter or disconnect note, that feeds the cable schedule too. The rest of the schedule is mechanical.
How is the automation control reference column used.
It ties each unit on the schedule to its entry on the building automation points list, so the controls contractor can see which points belong to which physical unit. Without it, matching a points list back to the equipment schedule is done by name matching, which breaks the first time a unit is renumbered.
Does this template handle datacenter cooling equipment.
Yes. Computer-room air conditioning and air-handling units carry the same column set: tag, type, service area, supply airflow, cooling capacity, external static pressure and electrical data. Add a chilled-water flow and temperature-difference column where the design carries them. The column order does not need to change.
Should there be one row per unit or one per unit type.
One row per installed unit, keyed on its own tag. Scheduling by type collapses six air handlers into one row and loses the per-unit airflow and electrical data every downstream discipline needs. Where units are genuinely identical the schedule still carries one row each, repeating the performance data.
Run it on your drawings.
The template is a manual starting point you fill yourself. Upload the source document instead and review the register Tagsight reads from it.