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Hello everyone, I’d like to share a workflow that I’ve confirmed works reliably in ConnectCAD 2026, and then ask a question about whether the reverse workflow (and a more direct insertion workflow) is supported. ✅ Workflow that works (device → equipment) What works well is the following: Create a 3D symbol that represents the equipment (clean geometry, correct orientation). Attach the ConnectCAD Device Definition record to that 3D symbol. Store this symbol in the Resource Manager (file / user folder / workgroup). Use the Device tool in “Insert Symbol” mode and select this symbol. This inserts a schematic device that is already based on the correct definition. When running Create Equipment, the generated equipment item: uses the correct 3D symbol, has the correct record data, no manual “Use Symbol” step is required. So the key point is: insert the device from the definition (symbol + record), not from a generic device, and everything works as expected. This workflow seems consistent with the official Vectorworks University material on ConnectCAD device and equipment management: https://university.vectorworks.net/mod/overview/view.php?id=8201 ❓ Question 1 — Reverse workflow (equipment → device) What I’m trying to understand now is whether the reverse direction is supported: If I insert an equipment item directly in the Layout (using a symbol that already has the correct ConnectCAD record), the equipment item is created correctly (symbol, fields, dimensions), however, the “Create Schematic Device” button is disabled / unavailable. Is it currently possible to: create a schematic device from an equipment item that already has a valid ConnectCAD device definition, or is the workflow intentionally one‑directional (schematic device → equipment only)? ❓ Question 2 — Direct insertion of predefined devices (without browsing symbols) Related to this, I’d also like to know if there is a supported way to: insert devices directly that already have a predefined link to their 3D equipment symbol, without manually browsing and selecting the 3D symbol via the symbol picker each time. I can see that Vectorworks’ built‑in content allows this natively, but I haven’t been able to reproduce the same behavior with custom device definitions. Is this: handled internally by hard‑coded mappings, or is there a recommended way for users to achieve the same result with custom content? Thanks in advance for any clarification.

Helo. I would like my equipment list to referr to a viewport which is filtered by a layer. Equipment list unfortunately shows total number of fixtures instead of an amount which populates one specific viewport. Filter in Equipment Summary List does the job for a viewport but not for Equipment list. What am I missing? Thank you.

Hi everyone, We are a company who does event plan for different supplier and event planner. We work most of the time with the same AV suppliers and we want to use the inventory and equipment list in our projects. Is there a way to build the equipment inventory of every supplier that we work with, and use them in multiple project we do? I tried some stuff but it seems that i need to rebuild the inventories list on every project to be able to give a source to the symbols or equipment. Hope it's clear enough.. Thanks a lot!

Is there a detailed workflow article /tutorial on allocating locations and racks for devices within a schematic? Tom did this video but skipped over the process of "Creating Devices from List" (and I can't work it out) and can't fin any info on-line The video suggests that this is a workflow you do at the end of the design process, I'd like to know how it can be updated iteratively too, if you add/delete items from the schematic, how do you keep everything in synch?