Professional Documents
Culture Documents
Users Guide
June 2004 Version 4.1
DPID2-PE-200004E
Copyright
Copyright 1999-2004 Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization.
Trademarks
Intergraph, the Intergraph logo, SmartSketch, FrameWorks, SmartPlant, INtools, PDS, and MARIAN are registered trademarks Intergraph Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and product names are trademarks of their respective owners.
Table of Contents
Table of Contents
Customer Support and Documentation Comments........................................................9 Introducing SmartPlant P&ID .......................................................................................10 SmartPlant P&ID Program Group ..............................................................................11 What's New in SmartPlant P&ID?..............................................................................12
SmartPlant P&ID Help Command.................................................................................... 12 Printable Guides Command .............................................................................................. 12 SmartPlant P&ID on the Web Command ......................................................................... 12 SmartPlant P&ID Web Forum Command ........................................................................ 13 About SmartPlant P&ID Command.................................................................................. 13 Display Help for Programming With SmartPlant P&ID................................................... 13
Navigating in the Software: An Overview .....................................................................14 Working With the Design Window: An Overview ....................................................15
Show Command................................................................................................................ 17 Options Command ............................................................................................................ 17 Previous Command........................................................................................................... 22 Save Settings Command ................................................................................................... 22 Zoom Area Command....................................................................................................... 22 Zoom In Command ........................................................................................................... 23 Zoom Out Command ........................................................................................................ 24 Fit Command .................................................................................................................... 24 Pan Command................................................................................................................... 25 Display Command ............................................................................................................ 26 Toolbars Command........................................................................................................... 26 Properties Command......................................................................................................... 28 New Command ................................................................................................................. 34 Cascade Command............................................................................................................ 36 Tile Horizontally Command ............................................................................................. 36 Tile Vertically Command ................................................................................................. 36 Active Window List.......................................................................................................... 36
Table of Contents
Customizing Catalog Explorer: An Overview .................................................................. 82
Recent Drawings.......................................................................................................111
Access a Recently Open Drawing................................................................................... 111 Switch to Another Open Drawing or View..................................................................... 111
Close Command........................................................................................................117
Close an Active Drawing ................................................................................................ 117
Creating P&IDs in SmartPlant P&ID: An Overview ................................................141 Understanding Database Constraints........................................................................143 Selecting Drawing Items: An Overview...................................................................144 4 SmartPlant P&ID Users Guide
Table of Contents
Select Tool Command..................................................................................................... 145 Select Tool Ribbon ......................................................................................................... 146 Configuration (PickQuick) Tool ..................................................................................... 146 Select an Item.................................................................................................................. 147 Select an Item Using the Configuration (PickQuick) Tool............................................. 148 Place an Item With the Configuration (PickQuick) Tool ............................................... 149
Table of Contents
Move To Drawing Command ......................................................................................... 222 Finding and Replacing Drawing Items: An Overview.................................................... 225 Manipulating Items With Component Handles: An Overview....................................... 238 Cutting or Deleting Items: An Overview........................................................................ 245 Copying Items: An Overview ......................................................................................... 253 Selecting Connected Items: An Overview ...................................................................... 254 Modifying Item Properties: An Overview ...................................................................... 258
My Reports Command..............................................................................................335
My Reports Dialog Box .................................................................................................. 335
Working with The Engineering Framework: An Overview ......................................371 Publishing to TEF: An Overview .............................................................................373
Publish Command........................................................................................................... 375 Find Documents to Publish Command ........................................................................... 379 Browser Command ......................................................................................................... 381
Table of Contents
To Do List Dialog Box ................................................................................................... 392
Comparing SmartPlant P&ID with PDS: An Overview ............................................406 Comparing Code Lists and Select Lists....................................................................407 Grouping Equipment in SmartPlant P&ID ...............................................................408 Setting Construction Status.......................................................................................409 Comparing Consistency Check to Propagation ........................................................410 Comparing Graphics and Text in PDS 2D and SmartPlant P&ID ...........................412 Using Filters Versus Levels......................................................................................413 Glossary ..........................................................................................................................414 Index................................................................................................................................436
Fit Command - Functionality changes provide a variety of display options using the Fit command. Inconsistency Report - A tabular report, Inconsistencies Report.xls, provides a list of all inconsistencies. The report is available in the Engineering Data Editor by selecting View > Plant Reports.
Programming with SmartPlant P&ID is the method by which you can use the Automation layer to customize the software to meet your own particular requirements. This documentation consists of a programmer's guide and reference guides for placement automation and the logical model.
(A) Drawing view - A graphical representation of the plant model. This view displays the common idea of a model: a diagram containing items such as equipment, piping, and instrumentation. (B) Engineering Data Editor - A tabular view that presents the plant data in a tabular format.
SmartPlant P&ID provides multiple views of a central, unified data structure that represents the plant model. A view is a visual presentation of the data that composes the plant model and can be a schematic drawing or a table. The plant model is the computer representation of the conceptual design in its entirety, including all plant components and their relationships. By manipulating model views, you can organize the information within the plant model to better understand and maintain the data. Caution
The software continually updates the database as you edit a drawing; however, the software does not update the drawing file until you actually save the file (when you click File > Save or when you quit the program). Occasionally, the software can end in an abnormal way, for example, due to power outage. As a result, the database is up-to-date with changes that you posted to the drawing, but the drawing file reflects the status when you last saved the drawing. When you re-open the drawing, the software recognizes that the drawing file is different from the database and displays a message: One or more items in this drawing are inconsistent with the database. Click OK to re-create the drawing from the database.
For more information about the data model, see Using the Properties Glossary: An Overview Related Topics Customize a Filter Tab for the Drawing View, page 138 Define a New Engineering Data Editor View, page 51 Define a New Filter for an Engineering Data Editor View, page 52 Define a New Layout for the Engineering Data Editor, page 53 Open a New Drawing View, page 35 Open an Existing Drawing, page 108
Show Command
Available on the Drawing View Shortcut menu, the Show command allows you to choose to display drawing elements, such as notes, labels, grids, and so forth. Related Topics Change the Properties of a Drawing View, page 33
Options Command
Tools > Options Changes settings that control recently used files, screen appearance, placement information, export formats, and so forth. Opens the Options dialog box. Related Topics Customize the Software With the Options Command, page 21 Customizing the Software: An Overview, page 91 Linking and Embedding Objects: An Overview, page 273
Navigating in the Software: An Overview Show status bar - Displays the status bar at the bottom of the main window. When you point at the command button on the toolbar, the description appears in the status bar at the bottom of the window. Also, prompts that explain what to do at each step of the command appear in the status bar, and messages about the operations the software is performing appear in the status bar. Related Topics Break a Link, page 283 Change a Link, page 282 Customize the Software With the Options Command, page 21 Embed a New Object, page 277 Link or Embed a Previously Existing Object, page 278
To set the symbology, (for example, the line weight and color) for item types throughout a plant structure, use Options Manager.
Related Topics Customize the Software With the Options Command, page 21 Options Command, page 17
The Fit to Sheet option in the Select Scale list determines a drawing sheet scale that fits the reference file within the sheet but allows you to specify where the file is inserted by clicking on the drawing sheet.
Navigating in the Software: An Overview Custom Scale - Sets the scale for a drawing that you insert. For example, when you type 3 and 2 in each of the respective boxes, the scale of the foreign drawing is one and one half times its original size. My Reports - Specifies the folder where your user-defined, or personal, report templates are stored. Browse - Opens the Browse dialog box, which allows you to select a local or network folder to store your user-defined reports and report templates. Related Topics Break a Link, page 283 Change a Link, page 282 Customize the Software With the Options Command, page 21 Edit an Embedded Object, page 282 Embed a New Object, page 277 Link or Embed a Previously Existing Object, page 278
General Tab (Options Dialog Box), page 17 Colors Tab (Options Dialog Box), page 18 Placement Tab (Options Dialog Box), page 19
Files Tab (Options Dialog Box), page 20 3. Select options on the dialog box to make the appropriate changes. Related Topics Customizing the Software: An Overview, page 91 SmartPlant P&ID Users Guide 21
Previous Command
View > Previous Restores the previous view. For example, if you zoom in and then click View > Previous, the view changes to the view present before you zoomed in. This command is available only when a Drawing view is active, and the software does not remember more than one view. Related Topics Restore a Drawing View, page 22 Working With the Design Window: An Overview, page 15
To stop the repainting of items in the window, press Esc. This action is convenient for large drawings. To refresh the window, press F5.
Zoom In on an Area
1. On the main toolbar, click Zoom Area: . 2. On the Drawing view, use the pointer to fence the area that you want to zoom in on. The selection then fills the view. Notes
To go back to the previous view, click View > Previous. To stop the repainting of items in the window, press Esc. This action is convenient for large drawings. To refresh the window, press F5. To quit the command, right-click or press Esc.
Zoom In Command
View > Zoom In Enlarges the display of items around a specified point in the active window. This command is available only when a Drawing view is active. Related Topics Working With the Design Window: An Overview, page 15
To go back to the previous view, click View > Previous. To stop the repainting of items in the window, press Esc. This action is convenient for large drawings. To refresh the window, press F5.
To go back to the previous view, click View > Previous. To stop the repainting of items in the window, press Esc. This action is convenient for large drawings. To refresh the window, press F5. To quit the command, right-click or press Esc.
Fit Command
View > Fit Fits all items in the active view if no items are currently selected. However, if any items are selected in the drawing, the command fits only the selected items in the active view. If only one item is selected in the drawing, the command zooms to the selected item. This command is available only when a Drawing view is active. Related Topics Fit All Items in the Active Drawing View, page 25 Working With the Design Window: An Overview, page 15
Pan Command
View > Pan Allows you to move the display in any direction from a specific point in a drawing to see other areas of the drawing by dragging the pointer across the view. This command is available only when a Drawing view is active. Related Topics Pan a Drawing View, page 25 Working With the Design Window: An Overview, page 15
To go back to the previous view, click View > Previous. To stop the repainting of items in the window, press Esc. This action is convenient for large drawings. To refresh the window, press F5. To quit the command, press Esc or right-click in the Drawing view.
Display Command
View > Display Allows you to specify the windows you want to see in your design session:
Related Topics Display the Engineering Data Editor, page 41 Turn the Display of Catalog Explorer On or Off, page 66 Turn the Display of the Properties Window On or Off, page 85
Toolbars Command
View > Toolbars Opens the Toolbars dialog box, which allows you to create new toolbars and display or hide selected toolbars. You can change toolbar color schemes and button sizes, too. Related Topics Add a Button to a Toolbar, page 28 Customizing the Software: An Overview, page 91 Remove a Button From a Toolbar, page 28 Working With the Design Window: An Overview, page 15
Navigating in the Software: An Overview Large Buttons - Enlarges toolbar buttons so that they are easier to see. Show ToolTips - Displays on-screen descriptions of a toolbar button when the pointer pauses over one of them. Related Topics Add a Button to a Toolbar, page 28 Remove a Button From a Toolbar, page 28 Remove a Command From a Menu, page 95
Properties Command
View > Properties Displays the View Properties dialog box, which lets you define and control settings for the active view. The set of property tabs that are available in the View Properties dialog box depends on the active view. These tabs logically organize the properties into sets that you can use for manipulating special view qualities. Related Topics Restore a Drawing View, page 22 Save the Settings for the Active View, page 37 Show Inconsistencies, page 314 Working With the Design Window: An Overview, page 15
If the active view is the Engineering Data Editor, then View > Properties opens the Table Properties dialog box.
You can access the View Properties dialog box by right-clicking in space in your drawing and selecting Properties from the shortcut menu.
Related Topics Change the Properties of a Drawing View, page 33 Properties Command, page 28 View Properties Dialog Box, page 29
Navigating in the Software: An Overview Claimed only by others - Specifies the special display of drawing items that are claimed solely by other projects or the Plant. Claimed only by this project - Specifies the special display of drawing items to which this project has the sole claim. Shared claims - Specifies the special display of drawing items when the active project shares a claim on with another project or the Plant. If your Plant is configured so that it honors only exclusive claiming, then these display options will have no effect in the Drawing view. Colors - Allows you to select a color for items with the corresponding claim state. Widths - Allows you to select a line width for items with the corresponding claim state. Related Topics Claim a Drawing Item, page 292 Display the Claim Status of a Drawing Item, page 302 Release a Claim, page 301
Claiming items is governed by projects, project status, and options specified in SmartPlant Engineering Manager and Drawing Manager. For more information about claiming items, see Related Topics.
If the active view is the Engineering Data Editor, then clicking View > Properties opens the Table Properties dialog box.
Related Topics Claiming Items: An Overview, page 289 Customizing the Software: An Overview, page 91
New Command
Window > New Allows you to open a new Drawing or Engineering Data Editor window within the Design window. Related Topics New > Engineering Data Editor Command (Window Menu), page 35 New Drawing Window Command, page 34
If only the Engineering Data Editor view of a drawing is open, the graphical Drawing view is opened on top of the Engineering Data Editor when you select Window > New > Drawing. Creating a new Drawing or Engineering Data Editor view of a drawing does not create a new copy or version of the drawing. The same drawing data simply displays in the different views.
Related Topics Open a New Drawing View, page 35 Working With the Design Window: An Overview, page 15
Notes
You can have as many Drawing views open for a drawing as needed. When you open a new Drawing view (for example, Pipeline.pid) the new view is named Pipeline.pid:1, and subsequent new Drawing views are Pipeline.pid:2, Pipeline.pid:3, and so forth. If the software gives indications that a drawing is in use when it is not, quit all SmartPlant applications, and then open the Windows Task Manager. In Task Manager search for an extra draft.exe process. Select it and click End Task. For more information on the Windows Task Manager, see Microsoft Windows Help.
Cascade Command
Window > Cascade Overlaps windows diagonally across in the Design window. Related Topics Switch to Another Open Drawing or View, page 111 Working With the Design Window: An Overview, page 15 Zoom In on an Area, page 23 Zoom In on the Drawing, page 23 Zoom Out from an Area, page 24
This command saves all display filters for the active Drawing view. Your settings are automatically saved upon quitting the software.
Click the down-arrow next to the menu button to expose the available commands. The list on the toolbar contains filters that query the database and display the corresponding items in the EDE. If you want to list all items select Plant Item from the list. You can also filter the display by using the buttons that correspond to different stockpiles and drawings:
By default, initially only the Active Drawing and Active Drawing Stockpile buttons are selected. You can re-query and thereby refresh the EDE display by clicking the Refresh button . Finally a summary box displays a comparison between the number of items in the view and the total number of items, of the type chosen in the list, that exist in the database. Customizing the EDE Commands on the Edit menu allow you to customize the display of the EDE further. You can use the Display Settings command, for instance, to color code items according to the stockpile that they are currently in. Use Edit View to display the Table Properties dialog box, which allows you to define the items that you want to see in the EDE. You customize a filter and layout for the display on the Advanced Table Properties dialog box.
Navigating in the Software: An Overview Editing Properties in the EDE You can edit some of the properties viewed in the table by selecting a table cell and filling in the appropriate information. If the property has a select list associated with it, then you choose the value from the select list. If the cell is populated by a readonly property or a property that is only automatically generated by validation, you cannot edit that cell. You can select a entire row by clicking the corresponding icon in the left-most column of the table. Then you can view the properties in the Properties window and edit item properties there, too. The contents of cells can be copied to other cells, if the cell contents are compatible. Notes
The maximum number of items that can be displayed in the EDE is 65,537. If your database query results in more than this number, the Query Results dialog box opens. You can then choose to refine your query in order to generate fewer items or to enter report-only mode and run a report on your query results. The EDE is where you view items in the Stockpile or in a drawing stockpile. For more information, click Related Topics.
Related Topics Define a New Engineering Data Editor View, page 51 Define a New Filter for an Engineering Data Editor View, page 52 Define a New Layout for the Engineering Data Editor, page 53 Modify the Table Properties of an Existing Engineering Data Editor View, page 54 Moving and Placing Stockpile Items: An Overview, page 263
Navigating in the Software: An Overview Value - Lists appropriate values for the property specified in the Property column. If a list of attributes is not already associated with the Value box, you must type a value, which can be free text, or choose null. You can type a percent sign, %, as a wildcard character to find multiple characters, or type a question mark, ?, as a wildcard character for a single character. Do not use an asterisk, *, in the Value box. Related Topics Customizing the Display of the Engineering Data Editor: An Overview, page 59 Define a New Engineering Data Editor View, page 51 Modify the Table Properties of an Existing Engineering Data Editor View, page 54 Navigating in the Engineer Data Editor: An Overview, page 38 Update the Engineering Data Editor, page 58
To close the Engineering Data Editor, click View > Display > Engineering Data Editor again.
Related Topics Navigating in the Engineer Data Editor: An Overview, page 38 Working With the Design Window: An Overview, page 15
Copy Command
Engineering Data Editor > Edit > Copy Places the value in the currently selected cell onto the Clipboard so that you can paste it somewhere else. This command does not remove the value from the selected table cell. Values placed on the Clipboard remain there until newer values are copied over them. Related Topics Modifying Item Properties: An Overview, page 258 Review and Edit Item Properties, page 87
Paste Command
Engineering Data Editor > Edit > Paste Places the value from the Clipboard into the selected cell. If the cell is read-only, then the Paste command is not available. You must have previously placed a value on the Clipboard in order to paste it. Related Topics Modifying Item Properties: An Overview, page 258 Review and Edit Item Properties, page 87
Claim Command
Engineering Data Editor > Edit > Claim Gives control of the selected items to the current active project. The Claim dialog box opens, allowing you to confirm the "claim-ability" of the items and enter claim comments. Claim comments can be viewed later by anyone in the Plant when the claim status is displayed. Related Topics Claim a Drawing Item, page 292 Claiming Items: An Overview, page 289
Related Topics Define a New Engineering Data Editor View, page 51 Modify the Table Properties of an Existing Engineering Data Editor View, page 54 Navigating in the Engineer Data Editor: An Overview, page 38
Navigating in the Software: An Overview Operator - Specifies the relationship between the property and its value. Relationships include, for example, greater than, >; equal to, =; not equal to, <>; and so forth. Value - Lists appropriate values for the property specified in the Property column. If a list of attributes is not already associated with the Value box, you must type a value, which can be free text, or choose null. You can type a percent sign, %, as a wildcard character to find multiple characters, or type a question mark, ?, as a wildcard character for a single character. Do not use an asterisk, *, in the Value box. Related Topics Define a New Engineering Data Editor View, page 51 Define a New Filter for an Engineering Data Editor View, page 52 Modify the Table Properties of an Existing Engineering Data Editor View, page 54
Saving a layout is not the same as saving a view in the Engineering Data Editor. For more information about saving views, see Save an Engineering Data Editor View
Navigating in the Software: An Overview Definition - Displays all defined criteria associated with the selected layout. This group contains two list views. In order to add to or modify either list, you must select a line in the list and then define or edit the property in the Edit group. The buttons to the right act upon the active list view. Display Property - Lists the columns that appear in the Engineering Data Editor. To edit an entry, select it and modify the property in the Edit group. Caption (Definition) - Displays the caption for each column in the Engineering Data Editor. Sort Property - Lists the properties that apply to the item type specified in the Table Properties dialog box. Order - Lists the sort orders Ascending and Descending. You can select one. Type - Lists the sort types Numeric and Alphanumeric. You select one. Add - Adds a new entry at the end of the existing entries and enables the options in the Edit group so that you can edit the new entry. Insert - Places a new entry above the currently selected entry and enables the options in the Edit group so that you can edit the new entry. Delete (Definition) - Removes the currently selected entry. Up - Moves the currently selected entry up one line. Moving a row up either moves a display column to the left or moves a sort order up, depending on the row you have selected. Down - Moves the currently selected entry down one line. Moving a row down either moves a display column to the right or moves a sort order down, depending on the row you have selected. Edit - Allows you to edit a single entry selected in either the Display Property or Sort Property list views. If you select an entry in the Display Property view, the Edit group allows you to edit the property and the caption. If you select an entry in the Sort Property view, the Edit group allows you to edit the property, order and type. Property - Displays a list of all the properties that apply to the item type defined in the Table Properties dialog box. If you select an entry in the Display Property view, you can specify the property and its caption. If you select an entry in the Sort Property view, you can specify the property, its order, and its type. Caption (Edit) - Displays the caption for each column in the Engineering Data Editor. Related Topics Advanced Table Properties Dialog Box, page 47 Define a New Layout for the Engineering Data Editor, page 53 Modify the Table Properties of an Existing Engineering Data Editor View, page 54 New > Engineering Data Editor Command (Window Menu), page 35 SmartPlant P&ID Users Guide 49
Default Battery Bank List Default Bus List Default Cable List Default Circuit List Default Circuit Breaker List Default Control Stations List Default Document List Default Generator List Default Load List Motor List Default PDB List Default Reference Cable List Area Break Drawing Equipment Equipment Component Exchanger Mechanical Equipment Other Vessel Instrument Instrument Loop Item Note Nozzle OPC Package
SmartPlant P&ID
Pipe Run Piping Component Plant Item Plant Item Group Other Representation Safety Class Signal Run System
Related Topics Define a New Layout for the Engineering Data Editor, page 53
If you do not find a filter that you want under Filter, you can define a filter on the Filter tab of the Advanced Table Properties dialog box. Open the Advanced Table Properties dialog box by clicking Advanced on the Table Properties dialog box. If you do not find a layout that you want under Layout, you can define a layout on the Layout tab of the Advanced Table Properties dialog box. Open the Advanced Table Properties dialog box by clicking Advanced on the Table Properties dialog box. To modify an existing table, right-click the table and select Edit View. The Table Properties dialog box opens.
Tip Check Default if you want this filter to be the default for the item type that you selected on the Table Properties dialog box. 3. Click Browse if you want to search for a filter or create a new filter (either simple or compound) using the Select Filter dialog box.
4. To further define a filter, populate the Definition box with properties and values. 5. Select a property, operator, and value in the Edit group. Tip The Property list displays properties that apply to your item type; the Operator list displays all the possible relationships, such as greater than and not equal to; the Value list displays the specific properties that you can filter for. 6. You can click Add to add another line to the Definition box, if necessary. To add more entries, repeat steps 4 and 5.
7. Click Delete if you want to delete the current row in the Definition box. 8. Click either Match all or Match any. 9. Click OK on the Advanced Table Properties dialog box and again on the Table Properties dialog box so that the software can populate your table. Tip
After you have defined a specific filter for your Engineering Data Editor, you can save that definition: Save an Engineering Data Editor View, page 56
If you are using a workshare environment and you are at a satellite site, Project Filters should not be created at a satellite site because when you synchronize reference data, you lose that information. However, you can always create My Filters in the Filter Manager environment.
Related Topics Customizing the Software: An Overview, page 91 Navigating in the Engineer Data Editor: An Overview, page 38
Tip Select Default if you want this layout to be the default table layout for the item type, which you specify on the Table Properties dialog box. 3. Click Save if you want to save the layout in order to apply it to another Engineering Data Editor; click Delete if you want to delete the layout.
4. To further define a layout, populate the Definition box with display and sort properties. 5. Click Add to add a blank line to the Display Property list, and then specify the property and caption in the Edit group at the bottom of the dialog box. 6. To add and define more display properties, repeat step 5. Tip To change the display order of the columns in the Engineering Data Editor, select a row in the Display Property box and click Move Up or Move Down. 7. In the Sort Property list, click Add to add an entry. Then select the property, order, and type in the Edit group at the bottom of the dialog box.
To change the sort order of the properties in the Engineering Data Editor, select a row in the Sort Property box and click Move Up or Move Down.
The Add, Insert, Delete, Move Up, and Move Down buttons apply to the active list view, which can be either Display Property or Sort Property. If you are using a workshare environment and you are at a satellite site, you should not store custom layouts for the Engineering Data Editor because when you synchronize reference data, you lose that information.
After defining a layout, you can save it if you want to apply it to another view of the Engineering Data Editor. To save the view layout, specify a name in the Name box and click Save on the Layout tab of the Advanced Table Properties dialog box. You can also name and save the entire Engineering Data Editor, layout and all. For more information, see Save an Engineering Data Editor View, page 56
You can reactivate your saved view any time from the bottom of the filter list on the EDE toolbar.
Notes
An EDE view is a combination of item type, filter, and layout. You can change filters and layouts by using the Advanced Table Properties dialog box, and this action applies to any EDE that refers to those table properties. That is, you can change a layout that applies not only to a standard view but also to a saved view, and the new layout is reflected in both views of the EDE. You can delete a saved view, too. For more information, see Delete a Saved Engineering Data Editor View, page 57. There are several ways to customize your EDE: Modify the Table Properties of an Existing Engineering Data Editor View, page 54 Customize the Display of the Engineering Data Editor, page 64
Related Topics Customizing the Display of the Engineering Data Editor: An Overview, page 59 Navigating in the Engineer Data Editor: An Overview, page 38
Note
Related Topics Customizing the Display of the Engineering Data Editor: An Overview, page 59 Navigating in the Engineer Data Editor: An Overview, page 38
Refresh Command
Engineering Data Editor > View > Refresh Updates the display in the Engineering Data Editor. This command queries the database and builds a new view with new results. Related Topics Navigating in the Engineer Data Editor: An Overview, page 38 Update the Engineering Data Editor, page 58
The database can change all the time. The Engineering Data Editor is not updated automatically: you must update it by using the Refresh command manually.
AutoFilter Command
Engineering Data Editor > View > AutoFilter Allows you to filter the items displayed in the Engineering Data Editor. When you click AutoFilter, arrows appear at the top of each column. Click the arrow at the top of the column that contains the data that you want to filter on and choose the value from the list that appears. For instance, if the Engineering Data Editor displays Equipment: Vessels, but you want to see only vertical drums, use the AutoFilter command (click the arrow at the top of the Eq Subclass column and choose vertical drums). To create more elaborate filters and displays, you need to use the Edit View command and enter options on the Table Properties dialog box and the Advanced Table Properties dialog box. Select this command again to deactivate it. Related Topics Navigating in the Engineer Data Editor: An Overview, page 38 Use AutoFilter in the Engineering Data Editor, page 61
To match one criterion, choose that criterion from the list that is displayed. You can choose Blanks or NonBlanks from the list in order to display items that either have no value in the column or do have a value in the column, respectively. To display rows that meet two conditions, choose Custom from the list. The Custom AutoFilter dialog box opens. Enter the comparison operator and value that you want, and then click the And button. In the second comparison operator and value boxes, enter the operator and value that you want. To display rows that meet either one condition or another condition, enter the comparison operator and value that you want, and then click the Or button on the Custom AutoFilter dialog box. In the second comparison operator and value boxes, enter the operator and value that you want.
Related Topics Customize the Display of the Engineering Data Editor, page 64 Customizing the Display of the Engineering Data Editor: An Overview, page 59 Navigating in the Engineer Data Editor: An Overview, page 38
Column - Contains settings that apply to columns in the view; that is, these settings apply to item properties. Read-only properties - Allows you to choose a background color for read-only table cells. Read/write properties - Allows you to choose a background color for the table cells that you can edit in the Engineering Data Editor. Related Topics Customize the Display of the Engineering Data Editor, page 64 Display Settings Command, page 62
5. Specify a special background color for read/write properties, too, if you want. Notes
You can also customize the Engineering Data Editor by using the AutoFilter feature. For more information, see Use AutoFilter in the Engineering Data Editor, page 61 You can use the Freeze Panes feature, too. To do so, follow these steps: 1. To freeze the top horizontal pane, select the row below where you want the split to appear. To freeze the left vertical pane, select the column to the right of where you want the split to appear. To freeze both the upper and left panes, click the cell below and to the right of where you want the split to appear. 2. Click View > Freeze Panes on the Engineering Data Editor toolbar. And by clicking View > Edit View on the Engineering Data Editor toolbar, you can totally redefine the content and layout of your Engineering Data Editor. For more information, see Modify the Table Properties of an Existing Engineering Data Editor View, page 54
Related Topics Customizing the Display of the Engineering Data Editor: An Overview, page 59 Navigating in the Engineer Data Editor: An Overview, page 38
You can also right-click the empty area in the main toolbar and then select Catalog from the shortcut menu.
Or, click View > Toolbars and select Catalog. 2. Use Catalog Explorer to view the symbol catalog and its contents and manipulate catalog items.
Related Topics Customizing the Software: An Overview, page 91 Using Catalog Explorer: An Overview, page 65
Notes
The procedure for placing items from the Catalog Explorer list view is similar to that of placing items from a stockpile. However, when you place items from the stockpile, they disappear from the stockpile; whereas, items placed from the Catalog Explorer list view remain in that view. If the item that you place has multiple possible orientations in relation to other items, you can use the Configuration tool, or PickQuick, to select the appropriate placement for the item. You can enter values for properties of the placed item by clicking the item, and then selecting Edit > Properties to display the Properties window. Labels are a special class of item in Catalog Explorer. You can place labels with one-point placement or two-point placement, depending on the label. Place a One-Point Label, page 186 Place a Two-Point Label, page 188
Navigating in the Software: An Overview Related Topics Configuration (PickQuick) Tool, page 146 Manipulating Items With Component Handles: An Overview, page 238 One-Point Label Placement, page 184 Placing Items on a Grid: An Overview, page 150 Two-Point Label Placement, page 187 Using Catalog Explorer: An Overview, page 65
3. In the Catalog Explorer list view, right-click the symbol that you want to add to the stockpile. 4. From the shortcut menu, choose either Send to Stockpile or Send to Drawing Stockpile, depending on the stockpile that you want to place the item in. Notes
You can import a spreadsheet in a recognized format into a stockpile to populate it, too. For more information, see Populate the Stockpile from a Spreadsheet, page 267. Items remain in the stockpile until you place them in a drawing or delete them from the stockpile. Deleted stockpile items automatically go into the Stockpile. You can move an item into the stockpile of a specific drawing. For more information, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265.
Related Topics Navigating in the Software: An Overview, page 14 Using Reports to Import Items into the Stockpile, page 265
Or use the menu command Close when you right-click in the tree view of Catalog Explorer. Or toggle the display of Catalog Explorer back off by clicking the icon on the main toolbar:
The list of commands that are available on the Catalog menu depends on whether the Tree view or the List view is active.
Related Topics Close the Catalog Explorer Window, page 68 Rename a Catalog Item, page 76 Rename a Catalog Node, page 75 Search for an Item in Catalog Explorer, page 70
Find Command
Catalog Explorer > Catalog > Find Displays the Find dialog box. The Find dialog box allows you to search the catalog for a specific item or group of items. Related Topics Assign a Command to a Catalog Explorer Toolbar Button, page 82 Customizing Catalog Explorer: An Overview, page 82 Search for an Item in Catalog Explorer, page 70 Using Catalog Explorer: An Overview, page 65
, click Find.
Tip You can use the asterisk, *, as a wildcard in either the Named or Class options to broaden the scope of your search. 3. Click Find Now to start the search with the defined criteria.
Note
Items found by the search appear at the bottom of the Find dialog box. You can select one or more items by using the Ctrl or Shift keys, but you cannot place an item directly onto a design from this results window. However, you can save the set of current search results to use later by dragging them into a My Catalog folder or subfolder in the Catalog Explorer Tree view.
Related Topics Catalog Explorer Find Dialog Box, page 69 Catalog Menu: An Overview, page 68
New Command
Catalog Explorer > Catalog > New Creates a new item or adds a node under the selected node in the Catalog Explorer. Note
Clicking the down-arrow of the File menu button accesses a list of the associated commands. Clicking the File menu button itself repeats the last command that you used from the File menu.
Related Topics Assign a Command to a Catalog Explorer Toolbar Button, page 82 Delete a Catalog Item, page 75 Delete a Catalog Node, page 74 Using Catalog Explorer: An Overview, page 65
Notes
You can dock the symbols toolbars on any side of the main window. You can define up to two levels of toolbars. For example, you can create a Vessels node under Toolbars, and under Vessels you can create Vertical and Horizontal. A divider appears in the symbol toolbar between levels. Plant-level symbol toolbars are created in Catalog Explorer. You must have the proper permissions, granted in SmartPlant Engineering Manager, to create symbol toolbars.
Related Topics Designing Symbol Toolbars, page 71 Using Catalog Explorer: An Overview, page 65
5. Navigate through the tree view to display in the list view a group of items that you want to add to the custom catalog. 6. Select the items that you want to add to the custom catalog from the list view. 7. Drag the selected items from the list view to the appropriate category or subcategory of the My Catalog portion of the tree view. Caution
Do not move symbols to the My Catalog folder on your computer using Windows Explorer. If the symbols reside on your computer, other users cannot view the symbols when they open that drawing on another workstation. Use the My Catalog folder only for shortcuts to symbols in the plant catalog. Notes
To rename a node, select it in the tree view and right-click. From the shortcut menu, click Rename. Type a new name for the node. You can drag selected items to a custom catalog from the Find dialog box, which opens when you click Find on the Catalog Explorer File menu.
Related Topics Catalog Menu: An Overview, page 68 Using Catalog Explorer: An Overview, page 65
Open Command
Catalog Explorer > Catalog > Open Opens the Catalog Explorer window. Related Topics Close the Catalog Explorer Window, page 68
Clone Command
Catalog Explorer > Catalog > Clone Creates a copy of the selected catalog item. Related Topics Clone a Catalog Item, page 73
Depending on your editing privileges, you may or may not be able to clone items from certain catalogs. See your system administrator for information regarding your current editing privileges. Note
Cloning symbols differs from creating new symbols. When you clone an existing symbol, the software copies all of the graphics and associated properties for the original symbol to the new, cloned symbol. You can then modify the properties of the cloned symbol. When you create a new symbol, you must define all of the graphics and properties for the new symbol.
Delete Command
Catalog Explorer > Catalog > Delete Removes the selected item from the Catalog Explorer list view or catalog node from the tree view. Note
You must first delete all sub-nodes and catalog items that reside under a node before you can delete the node itself. Important
Depending on your editing permissions, you are able to delete items from certain catalogs. See your system administrator for information regarding your current privileges, which are specified in SmartPlant Engineering Manager.
Related Topics Delete a Catalog Item, page 75 Delete a Catalog Node, page 74
Depending on your editing privileges, you are able to delete nodes in certain catalogs. See your system administrator for information regarding your current editing privileges, which are specified in SmartPlant Engineering Manager. You must first delete all sub-nodes and catalog items that populate a node before you can delete the node itself.
Depending on your editing permissions, you can delete items from certain catalog. See your system administrator for information regarding your current privileges, which are specified in SmartPlant Engineering Manager.
Rename Command
Catalog Explorer > Catalog > Rename Allows you to type a new name for the item or node. Related Topics Using Catalog Explorer: An Overview, page 65
3. Type the new name for the custom catalog node. Important
Depending on your editing privileges, you can rename nodes in certain catalogs. See your system administrator for information regarding your current editing privileges, which are specified in SmartPlant Engineering Manager.
Related Topics Catalog Menu: An Overview, page 68 Using Catalog Explorer: An Overview, page 65
Depending on your editing privileges, you can rename items in Catalog Explorer. See your system administrator for information regarding your current editing privileges, which are specified in SmartPlant Engineering Manager.
Related Topics Catalog Menu: An Overview, page 68 Using Catalog Explorer: An Overview, page 65
Close Command
Catalog Explorer > Catalog > Close Closes the Catalog Explorer window. Related Topics Close the Catalog Explorer Window, page 68
View Menu
Catalog Explorer > View The Catalog Explorer View menu provides commands that allow you to control the display format of catalog items within the Catalog Explorer list view. Related Topics Customize the Catalog Explorer List View, page 78
List Command
Catalog Explorer > View > List Displays smaller icons with names vertically using multiple columns in the list view and does not list details. Related Topics Customize the Catalog Explorer List View, page 78
Details Command
Catalog Explorer > View > Details Displays smaller icons with names and source information vertically in a single column in the list view. Related Topics Customize the Catalog Explorer List View, page 78 Using Catalog Explorer: An Overview, page 65
Large Icons - Displays the icon for an item in the list view in a larger format. Small Icons - Displays the icon for an item in the list view in a smaller format. List - Displays the icon and name for an item in the list view in a simple list. Details - Displays the icon, name, and file location for an item.
Related Topics Using Catalog Explorer: An Overview, page 65 View Menu, page 77 78 SmartPlant P&ID Users Guide
Clicking the down-arrow of the Navigation menu button above accesses a list of the associated commands. Clicking on the Navigation menu button itself repeats the last command that you used from the menu.
Related Topics Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80 Customizing the Software: An Overview, page 91 Display Shortcut Buttons in Catalog Explorer, page 82 Remove a Shortcut Button from the Catalog Explorer Navigation Bar, page 81 Using Catalog Explorer: An Overview, page 65
You can right-click any shortcut button to display options to add, remove, and show buttons.
Related Topics Customizing the Software: An Overview, page 91 Using Catalog Explorer: An Overview, page 65
Or you can right-click any shortcut button and select Remove Button from its shortcut menu.
Related Topics Navigation Menu (Catalog Explorer), page 79 Using Catalog Explorer: An Overview, page 65
A check mark next to the menu item indicates that shortcut buttons appear in Catalog Explorer. The buttons appear on the navigation bar between the tree and list views. Note
You must first define a shortcut button in order to display it. For more information, see Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80.
Related Topics Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80 Navigation Menu (Catalog Explorer), page 79 Using Catalog Explorer: An Overview, page 65
The software includes a default set of bulk properties, but you can change those properties specified as bulk in the Usage box on the Layout tab of the Advanced Table Properties dialog box. When you pause your pointer over the buttons on the Properties window toolbar, a ToolTip appears, giving the name of the button. An item and the properties that belong to it are associated when the item is created in Catalog Manager. If you copy or paste values in the grid area, use Ctrl+C and Crtl+V. Do not use the Edit > Copy, Edit > Paste, or Edit > Cut to modify property values in this grid.
Related Topics Copy Bulk Properties, page 88 Customize the Properties Window, page 86 Display Null Values in the Properties Window, page 89 Paste Bulk Properties, page 89 Show Brief Properties, page 90
You can display the Properties window by clicking View > Display > Properties Window, too.
Related Topics Review and Edit Item Properties, page 87 Selecting Drawing Items: An Overview, page 144
The software includes a default set of bulk and brief properties, but you can change those properties in the Usage box on the Layout tab of the Advanced Table Properties dialog box.
Related Topics Copy Bulk Properties, page 88 Customize the Properties Window, page 86 Display Null Values in the Properties Window, page 89 Paste Bulk Properties, page 89 Show Brief Properties, page 90
Another method for displaying the Properties window is to right-click the empty area in the main toolbar and then select Properties from the shortcut menu.
Or right-click an item, and select Properties. The item characteristics appear in the Properties window. 2. Use the Properties window to view and edit item properties.
Related Topics Properties Window Toolbar, page 84 Working With the Properties Window: An Overview, page 83
Tips
The properties that are subsequently displayed in the window belong to the chosen item or the select set. For the select set, only properties that all items have in common appear, and only common values are displayed for those properties. Consequently, empty property values for a select set do not necessarily mean that no value has been assigned for any of the items in the set, only that either no value has been assigned or that the different items have different values for the property.
Whenever you have constructed a select set, you can choose single items from that set by using the Selected Items list at the top of the Properties window. A single item chosen in a select set this way is highlighted in a different color in the Drawing view. 3. Display properties alphabetically or by categories by clicking the corresponding display mode button on the Properties window toolbar. Click to display properties alphabetically; click to display properties by categories.
4. Display only brief properties by clicking Show Brief Properties 5. Display case data by clicking Show Case Data .
6. Display a null character in empty property cells by clicking Display Null Note
When you point to a button on the Properties window toolbar and pause over it, a ToolTip displays the name of the corresponding command.
Related Topics Properties Window Toolbar, page 84 Working With the Properties Window: An Overview, page 83
You can also display the Properties window by right-clicking the empty area of the main toolbar and then selecting Properties from the shortcut menu. Or you can click View > Display > Properties Window on the main menu bar. Or you can right-click an item, and select Properties from the shortcut menu.
Or you can click View > Toolbars and select Properties. 3. Enter or edit information in the cell next to the appropriate property.
Tips
You can review and edit item properties in the Engineering Data Editor, too. You can edit the contents of some cells directly in the table if the corresponding property is not read-only or generated strictly by validation, or you can select an item by clicking the icon in the left-most column and then edit its properties in the Properties window. For formatted properties, such as estimated length or maximum operating temperature, you can enter a value without a format. Use a single quote, ', at the beginning of your entry. In this way, you can enter free text into a formatted property and no units of measurement are assigned.
Related Topics Modifying and Moving Placed Items: An Overview, page 215 Selecting Drawing Items: An Overview, page 144 Updating Options Manager Settings: An Overview, page 271
The default plant group is the node in the plant hierarchy immediately under which the drawing resides.
Not all item types support the plant group property. 2. In the Properties window, select the plant group type in the Plant Group Type property box.
Tip It is possible that you do not want to modify the plant group type. For instance, your item can already be associated with the plant group type of unit, but you want simply to associate it with a different unit. Go to the last step if this is the case. 3. Then modify the plant group name in the Plant Group Name property box.
Related Topics Modifying and Moving Placed Items: An Overview, page 215 Modifying Item Properties: An Overview, page 258
You can now paste these properties onto another item. For more information, see Paste Bulk Properties, page 89.
Note
The software includes a default set of bulk properties, but you can change those properties specified as bulk in the Usage box on the Layout tab of the Advanced Table Properties dialog box.
Related Topics Customizing the Software: An Overview, page 91 Working With the Properties Window: An Overview, page 83
Null means that the property is not defined, or is empty, and is not the same as a zero value.
Related Topics Properties Window Toolbar, page 84 Selecting Drawing Items: An Overview, page 144
You must first have copied the bulk properties of a different item in order to paste them onto your current selection. For more information, see Copy Bulk Properties, page 88.
Note
The software includes a default set of bulk properties, but you can change bulk properties in the Usage box on the Layout tab of the Advanced Table Properties dialog box.
Related Topics Customize the Properties Window, page 86 Working With the Design Window: An Overview, page 15 Working With the Properties Window: An Overview, page 83
The software includes a default set of brief properties, but you can change that set on the Layout tab of the Advanced Table Properties dialog box.
Related Topics Customize the Properties Window, page 86 Properties Window Toolbar, page 84 Working With the Properties Window: An Overview, page 83
On the Properties window toolbar, click the Show Case Data button Tip
Once you display case data in the Properties window, case data remains displayed for the current design session.
Notes
If the Properties window is not displayed, you can select an item and click Edit > Properties. Case data includes both process cases and control cases, which are displayed for equipment, pipe runs, or instruments, according to relevance. To see the case data that appears for corresponding items, look in Data Dictionary Manager.
Related Topics Customize the Properties Window, page 86 Show Brief Properties, page 90 Working With the Properties Window: An Overview, page 83
Navigating in the Software: An Overview Customizing Interface Elements You can customize many of the various ways of interfacing with the software. Some customization options include displaying small or large icons, creating shortcut buttons to access your most commonly used items, creating filter tabs, and so forth. For more information about some of these options, see these examples Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80 Customize the Catalog Explorer List View, page 78 Customize a Filter Tab for the Drawing View, page 138 Customize the Properties Window, page 86 Define a User-Level Symbol Toolbar, page 71 Related Topics Add a Button to a Toolbar, page 28 Add a Command to a Menu, page 95 Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80 Create a New Menu, page 96 Create a New Toolbar, page 27 Run a Macro, page 101
Customize Command
Tools > Customize Opens the Customize dialog box, which allows you to customize toolbars or menus to fit your workflow. You can add commands to toolbars or menus, or you can create new toolbars and menus. Related Topics Create a New Menu, page 96 Create a New Toolbar, page 27 Customizing the Software: An Overview, page 91
Navigating in the Software: An Overview menu name. When you click Add Command, Add Menu, or Remove, the changes show up on the menu tree. Also, you edit menu and command names in this view. Place Into Selected Menu - Overrides the default placement and places a command or macro on the menu that is currently selected in the menu tree. If you do not set this option, then the macros, commands, or menus are added at the level that is currently open in the menu tree. Reset All - Restores all menus and the main menu bar to the original settings. Remove - Removes the command or menu that you selected in the menu tree. Related Topics Add a Command to a Menu, page 95 Create a New Menu, page 96 Create a New Toolbar, page 27 Remove a Command From a Menu, page 95 Restore All Built-In Menus to their Original Settings, page 96
4. Click Remove.
Navigating in the Software: An Overview Tip The menu tree nodes expand to show the commands on the existing menus. 5. Click the name of the command that you want the new command to appear after.
6. Select the Place Into Selected Menu option. Tip If you want to add the new command to the main menu bar, clear the Place Into Selected Menu option. The software places the new command on the main menu bar after the existing menu that you select in the menu tree. 7. Click Add Command.
If you remove Customize from the Tools menu, you can restore the command. Right-click the empty area of the main toolbar and click Customize on the shortcut menu in order to open the Customize dialog box.
The new menu is added after the existing menu that you selected in step 3.
Navigating in the Software: An Overview If you want to add a menu to an existing menu, select the Place Into Selected Menu option before you click the Add Menu button, thereby creating a cascading menu. 5. On the menu tree, type the name of the menu.
6. To enter the new menu, click anywhere away from the name. Note
After you create a new menu, you can add commands to it. For more information, see Add a Command to a Menu, page 95.
Related Topics Customize Dialog Box, page 93 Customizing the Software: An Overview, page 91 Restore All Built-In Menus to their Original Settings, page 96
OPC Types - Allows you to choose to list either the repairable or the non-repairable OPC pairs that have lost links to their partner OPCs either one-way or both ways. Fix - Fixes the reference to the mated OPC that you have selected in the OPC list. Delete - Deletes the non-repairable OPC pair that you have chosen in the OPC list. Related Topics Delete Orphan Model Items, page 100
Clean orphaned records from the plant database. Find and delete any model item in the database that does not have a corresponding entry in the T_Representation table. The utility works on an item type basis and repairs the following model item types: Vessel, Mechanical, Exchanger, Equipment: Other, Equipment Component, Instrument, Nozzle, Piping Component, Pipe Run, Signal Run, Area Break, and OPC. Once the orphan model items for an item type are found, you can select any or all of the items and choose to delete them. Find and repair off-page connectors (OPCs) that have lost their associations with the OPC that they were originally paired with. If one OPC has lost the identity of its mated OPC, but the mated OPC still has the identity of the first OPC, then the OPC is considered repairable. To repair the OPC, the utility updates the identity information for the first OPC. However, if both the OPC and its mated OPC have lost the identities of each other, then the OPCs are considered non-repairable, and you are given the option to delete them. Update gaps in the representation record with the proper item type. This need occurs only in rare instances. You need to perform this operation if you have gapping problems in your drawings.
Item Type Names - Allows you to choose the type of orphaned model items that you want to display in the Item list. Delete - Removes the orphan items selected in the Item list from the plant database.
Navigating in the Software: An Overview Delete All - Selects and deletes all the orphan model items of the type specified in the Item Type Names list. Related Topics Delete Orphan Model Items, page 100
Verify that the plant user has full permissions to the tables, T_Representation and T_ModelItem. For information on setting table permissions, refer to your database documentation.
It is very important that you perform the steps in the sequence that they are presented. The buttons on the utility are arranged appropriately. 1. Open a drawing, and click Tools > Custom Commands to open the Custom Commands dialog box.
2. Browse the drawing software program directory and open DelOrpModItems.dll. Tip You can find this macro in \Program Files\Smartplant\P&ID Workstation\Program. 3. On the Clean Data dialog box, click Clean DB.
4. Click Model Items. 5. On the Delete Orphan Model Items dialog box, choose the model item type from the Item Type Names list. 6. In the list view, select the model orphan items to delete and click Delete. Tip You can also click Delete All to select and delete all the items in the list view. 7. Click OPCs.
8. On the Repair OPCs dialog box, choose either repairable or non-repairable from the OPC Type list. Tip Repairable OPC pairs retain one link out of two between the mates. Non-repairable OPC pairs retain neither link. 9. Choose the OPC pair that you are interested in from the OPC list, and click Fix if it is a repairable pair or Delete if it is non-repairable.
10. Click Gaps to find and repair gaps that do not have the correct representation in the database.
Navigating in the Software: An Overview Tip Follow the prompts on message boxes if you see any. 11. Click Close to return to the design software.
Notes
The Delete Orphan Model Item Utility must be run from within the drawing environment. Log messages generated when orphaned records are deleted from the plant database are written to the DBCleanup.txt file in the directory assigned to the Temp environment variable. Log messages are placed in SPDelOrpModItems.log file in the directory assigned to the Temp environment variable. The log file contains information about deleted items including the item type and sp_id.
Run a Macro
1. Click Tools > Custom Commands. 2. On the Custom Commands dialog box, select the macro that you want to run. 3. Click Run. Note
You can create macros with any programming tool that supports OLE automation, such as Visual Basic.
Working with Drawings: An Overview Opening Existing Drawings The Open command on the File menu opens existing drawings. You can also change databases by using this command so that you can open drawings in other plants. The software keeps track of the drawings that you worked on last. These drawings appear at the bottom of the File menu. To open one of these drawings, you can select it from that list. The Options command on the Tools menu allows you to set the number of entries displayed in that list. Setting Up Properties for a Drawing An administrator sets up drawing properties such as units of measure in Options Manager and Format Manager. The drawing information is stored in a database associated with the drawings in a plant. With the Properties command on the File menu, you can view, edit, and save properties for a drawing. Drawing properties can include the title, the author, and keywords that identify important information. These properties include drawing statistics, such as drawing size and the date that a drawing was created and last modified; the software updates statistics automatically. You can change the size of a drawing by using the Page Setup command on the File menu, and you can change the name of a drawing in Drawing Manager. Note
Renaming a drawing file in Windows allows the drawing to be opened with all graphics pointing to the database. However, renaming a drawing file in Windows does not update the drawing table in the plant schema where the drawing name is stored.
Working with Several Open Drawings Several drawings can remain open in the same session but only if they all belong to the same plant. Each drawing can have more than one view, too. You can use the Cut, Copy, and Paste commands to move or copy information between the drawings or within one open drawing. You can use commands on the Window menu to arrange all the open drawings and views so that you can see them easily. Related Topics Embed a New Object, page 277 Open an Existing Drawing, page 108 Review and Edit Item Properties, page 87 Save a Drawing or a Drawing Template, page 125 Set Document Properties, page 116 Switch to Another Open Drawing or View, page 111
Open Command
File > Open Opens the Open dialog box, which lists existing plants and their drawings. An administrator creates the hierarchy of plants and projects in SmartPlant Engineering Manager. Related Topics Customize the Open Dialog Box, page 110 Open an Existing Drawing, page 108 Switch to Another Open Drawing or View, page 111 Working with Drawings: An Overview, page 102
Working with Drawings: An Overview Customize View - Opens the Customize Current View dialog box, which allows you to specify the information about each drawing that is displayed in the report or list view of the Open dialog box. Related Topics Customize the Open Dialog Box, page 110 Open an Existing Drawing, page 108 Open Command, page 72 Switch to Another Open Drawing or View, page 111
If you do not see the drawing that you want to open, confirm that the plant hierarchy is correct. You can change the database you are working in. For more information, see Open a Drawing in a Different Database, page 109.
Notes
You can open one of the last edited drawings by selecting it from the list of recently opened files at the bottom of the File menu on the main menu bar. You need to have the correct permissions to open or save certain drawings. Your plant administrator has set the plant hierarchy and has identified user names and tasks for those plants and related drawings. User roles are assigned in SmartPlant Engineering Manager.
4. On the Open Site Server dialog box, select the correct SmartPlant .ini initialization file and click OK. 5. Select the correct plant on the Open Plant Structure dialog box and click Open. Tip The Open command checks to make sure that you have the correct access privileges for the selected plant structure and passes your access information back to the software. 6. Navigate to the correct drawing in the Open dialog box and double-click it.
Related Topics Creating P&IDs in SmartPlant P&ID: An Overview, page 141 Working with Drawings: An Overview, page 102
The detailed view displays all the properties specified in the Selected Properties list of the Customize Current View dialog box. Using the detailed view allows you to view and sort drawings by several attributes. .
The list view displays only one property for each drawing. You can specify that descriptor by clicking Customize View; the first item in the Selected Properties list is the descriptor that appears in the list view. 8. To further manipulate the properties that are available to view in the right-hand window, click Customize View .
Tip
On the Customize Current View dialog box, you can add and remove drawing properties from the display, and you can change the order that drawing properties appear in.
Note
Because the Open dialog box is similar in nature to the Drawing Manager interface, you can see Drawing Manager Help for more information.
Recent Drawings
File > Recent Drawings Opens one of the drawings that you worked on most recently. The file names are listed near the bottom of the File menu. You can change the number of files listed on the menu by using the Tools > Options command. Related Topics Access a Recently Open Drawing, page 111 Working with Drawings: An Overview, page 102
You must save the drawing before you can access the Statistics and Summary tabs of the File Properties dialog box.
Related Topics File Properties Command, page 112 Set Document Properties, page 116 View Document Properties, page 115
Working with Drawings: An Overview Attributes - Displays the properties of the current document. These settings are readonly. Read-Only - Indicates that the document is read-only. You cannot open a read-only file for writing. You cannot create a file with the same name as a read-only file. Archive - Shows that the document is an archive document. Hidden - Indicates that the document is a hidden document. You usually cannot see this document in the Windows. System - Shows that the document is a system document. You usually cannot see this document unless you change the view options in Windows Explorer. Note
If some of the above information is not available, the dialog box displays Unknown.
Related Topics File Properties Dialog Box, page 112 Set Document Properties, page 116 View Document Properties, page 115
To avoid loss of precision in units when switching between small and large types of a particular unit, increase the precision, that is, increase decimal places, of the larger unit through Format Manager. All delivered labels use plant default units, which are defined in the Options Manager, and so labels do not always display the units selected in the Properties window. Change the Unit definition in the SmartText Editor dialog box in Catalog Manager to see a different unit of measure in a label. SmartPlant supports round-trip conversion of units without loss of precision. That is, you can convert centimeters to meters and back and retain the originally entered value of centimeters with no round-off loss.
Related Topics File Properties Dialog Box, page 112 Set Document Properties, page 116 View Document Properties, page 115
You must save the document before you can view the document statistics or summary information on the Statistics and Summary tabs of the File Properties dialog box.
Note
The File Properties dialog box displays information about the current condition of the active document. If the document has unsaved changes, you must save the document to update the property information.
Related Topics Saving Drawings: An Overview, page 124 Working with Drawings: An Overview, page 102
Before you can set or view the document statistics or summary information on the Statistics and Summary tabs of the File Properties dialog box, you must save the document . You can also change the size for an existing drawing. For more information, see Set up a Page Layout, page 370
Close Command
File > Close Closes the active drawing. The software saves your changes automatically. Related Topics Close an Active Drawing, page 117 Working with Drawings: An Overview, page 102
Related Topics Saving Drawings: An Overview, page 124 Working with Drawings: An Overview, page 102
Exit Command
File > Exit Closes the active drawing and the program. The software checks for unsaved changes when you close the software. Any changes are automatically saved. Related Topics Close the Program, page 118 Working with Drawings: An Overview, page 102
The software saves any changes since the last time you saved your changes.
Template file Border file Page size A-Size.pid B-Size.pid C-Size.pid D-Size.pid E-Size.pid A-Wide.igr A Wide (11in x 8.5in) B-Wide.igr C-Wide.igr E-Wide.igr B Wide (17in x 11in) C Wide (22in x 17in) E Wide (44in x 34in)
Working with Drawings: An Overview Related Topics Create a Drawing Template, page 121 Edit a Standard Drawing Template Border, page 122 Embed a New Object, page 277 Link or Embed a Previously Existing Object, page 278 Set up a Page Layout, page 370
Templates created at the user level instead of the plant level are not available to other users or to Drawing Manager for creating subsequent drawings. The path to the plant-level drawing templates is defined in Options Manager.
Related Topics Create a Drawing Template, page 121 Creating Drawing Templates: An Overview, page 119 Save a Drawing or a Drawing Template, page 125 Set Document Properties, page 116 Set up a Page Layout, page 370 Working with Drawings: An Overview, page 102
Before you can edit one of the standard templates included with SmartPlant software, you must verify that you are connected to the correct database and that you do not have any drawings open. For more information about connecting to a database, see Open a Drawing in a Different Database, page 109. .
1. On the main toolbar, click New Template 2. Click File > Page Setup.
3. In the Sheet size box on the Page Setup dialog box, choose a standard size or define a custom size for this template. 4. Click OK. 5. Click File > Properties. 6. On the Units tab of the File Properties dialog box, specify the unit in the Length, Angle, and Area readout boxes in order to define default units of measurement. 7. You can also add general identifying information on the Summary tab. 8. Click OK. 9. Click Edit > Insert > Object. 10. On the Insert Object dialog box, make sure that the Link option is selected. 11. Type the path to the border file, a .igr file, in the Create from file box, or click Browse, find the border file, and click Open. Tip If you want to create custom border files for your drawing templates, use Intergraph SmartSketch. 12. Click OK.
13. Click File > Save As and specify a name for your template on the Save As dialog box. Tip The default storage location for templates is specified in Options Manager. Save it in this default location in order for it to be available for drawing creation. 14. Quit the design software.
Notes
To create a new drawing using a plant template, an administrator uses Drawing Manager.
You can also embed your border file in the drawing template if you want to. Once you embed a border file into a template and a drawing is created using that template, any changes to the border file are not reflected in drawings created prior to the change. If you link a border file, instead of embedding it, and then subsequently change that border in SmartSketch, changes are reflected automatically in your drawing.
Related Topics Creating Drawing Templates: An Overview, page 119 Embed a New Object, page 277 Working with Drawings: An Overview, page 102
Tip You can do this by opening the product from the Start menu or by closing all open documents in the design software if it is already running. 2. In Windows Explorer, find the template you want to edit and drag it into the Design window.
Tip Be sure to select a template that matches not only the page size requirements for drawings but also the units of measurement, metric or English, for the plant. 3. Select the existing border file and click Delete while the pointer is in the Drawing view.
4. Click Edit > Insert > Object. 5. On the Insert Object dialog box, make sure that the Link option is selected. 6. Type the path to the border file, a .igr file, in the Create from file box, or click Browse, find the border file, and click Open. Tip
If you want to create custom border files for your drawing templates, use Intergraph SmartSketch.
Working with Drawings: An Overview 7. Click OK. 8. Click File > Save. Tip The default storage location for templates is specified in Options Manager. Save it in this default location in order for it to be available for drawing creation. 9. Quit the design software.
Notes
You can also embed your border file in the drawing template if you want to. Once you embed a border file into a template and a drawing is created using that template, any changes to the border file are not reflected in drawings created prior to the change. If you link a border file, instead of embedding it, and then subsequently change that border in SmartSketch, changes are reflected automatically in your drawing. For more information about editing other properties of a drawing template or creating a new template, see Create a Drawing Template, page 121
Related Topics Creating Drawing Templates: An Overview, page 119 Embed a New Object, page 277 Working with Drawings: An Overview, page 102
Save Command
File > Save Stores the active drawing or template. If you have not already named a template, the Save As dialog box opens. Plant location and paths are set in SmartPlant Engineering Manager and Options Manager. Related Topics Saving Drawings: An Overview, page 124
If you have not named a template before clicking Save, the Save As dialog box appears. You can type a name and choose a format and location for your template. You cannot open an existing drawing and then decide to save it as a template. An administrator must click File > New Template to create a new template.
Related Topics Saving Drawings: An Overview, page 124 Working with Drawings: An Overview, page 102
Save As Command
File > Save As Opens the Save As dialog box. You can save the active document to a new format. Note When using AutoCAD, your parametric symbols should not be scaled. The graphics will display incorrectly. Related Topics Save a Drawing in a Different Format, page 126 Saving Drawings: An Overview, page 124
You can choose more filters for the Filter column of this worksheet from filters in Filter Manager.
If you save your drawing to the AutoCAD format, you can name layers with any combination of alphanumeric characters. 3. Save ExportLayer.xls.
4. In the design software click Tools > Custom Commands. 5. When the Custom Commands dialog box opens, run the ExportLayer.dll macro. This macro is delivered in \Program Files\SmartPlant\P&ID Workstation\Program. Tip When the macro finishes running, a message appears that tells you if all items were assigned layers successfully or if any items lacked the appropriate layer specification. You can edit the Microsoft Excel workbook again if you need to add filters and layers. 6. Click File > Save As.
7. On the Save As dialog box, select the drive and folder for the new drawing. 8. In the File Name box, type a new name for the drawing. 9. In the Save As Type box, select the document format that you want to use. Related Topics Save a Drawing or a Drawing Template, page 125 Saving Drawings: An Overview, page 124
Do not interfere with the re-create process once started because the drawing can become unusable.
After the re-create process is completed, the software reinitializes your drawing and displays the message Re-create drawing is complete.
Working with Drawings: An Overview If a section of the drawing could not re-create successfully an error condition appears on your drawing. Error conditions are always associated with a pipe or signal run, and the symbology is a heavy orange line segment. This portion of the drawing must be updated manually. Delete the heavy orange line segment and components connected directly to it. Then re-route your runs and replace connections and components as required.
The heavy orange line segment is the error condition. Related Topics Resolve a Re-create Drawing Error Condition, page 129
Recreate a Drawing
1. Open the drawing that you want to recreate. 2. Place an item in the drawing. 3. Right-click an empty space on your Windows taskbar, and then click Task Manager. 4. Click the Processes tab. 5. In the list, click draft.exe. 6. Click End Process. 7. In SmartPlant P&ID, open the drawing that you opened in step 1. 8. When the software prompts you that a recreate is necessary, click OK to recreate the drawing from the database. 9. Delete the item that you placed in step 2. 10. Save the drawing. Notes
Normally SmartPlant P&ID recreates drawings automatically when it detects a discrepancy between the drawing and the database. For more information about recreating drawings, see the Re-creating Drawings section in the SmartPlant P&ID Installation and Upgrade Guide.
Note
Error conditions are not required items and therefore do not move to the stockpile when you delete them.
Related Topics Re-creating Drawings: An Overview, page 127 SmartPlant P&ID Users Guide 129
If you are using a workshare environment and you are at a satellite site, do not create Project Filters at a satellite site. However, you can always create My Filters in the Filter Manager or Select Filter dialog box environment.
Related Topics Create a Simple Filter, page 136 Customize a Filter Tab for the Drawing View, page 138 Define a New Filter for an Engineering Data Editor View, page 52 Define the Contents of Your Report Template, page 357
Click Browse on the Add Filter Tab dialog box when you want to add a filter to the Drawing view. Click Browse on the Filter tab of the Define Report Items dialog box when you are choosing your report item type. Choose Filter in the Find what list on the Find tab of the Find and Replace dialog box.
New - Displays the New Filter dialog box, which allows you to specify a new simple or new compound filter. Properties - Allows you to edit the properties of the selected filter. This button displays the Filter Properties dialog box or the Compound Filter Properties dialog box, depending on your selection in the filter list. If you create a compound filter, select the individual simple filters that compose a compound filter and click Properties to view the Filter Properties dialog box for those simple filters. Related Topics Create a Simple Filter, page 136 Customize a Filter Tab for the Drawing View, page 138 Define the Contents of Your Report Template, page 357 Find an Item by Using a Filter, page 226 Replace Multiple Drawing Items Using Filters, page 230
Working with Drawings: An Overview Value - Lists appropriate values for the property specified in the Property column. If a list of attributes is not already associated with the Value box, you must type a value, which can be free text, or choose null. You can type a percent sign, %, as a wildcard character to find multiple characters, or type a question mark, ?, as a wildcard character for a single character. Do not use an asterisk, *, in the Value box. Related Topics Customize a Filter Tab for the Drawing View, page 138
Tip The type in the Filter for box determines the properties that are available in the Edit area. 6. In the Definition area, click either Match all or Match any.
Tip Match all means that only those items matching ALL of the filtering criteria pass through the filter. Match any means that items matching any one or more of the filtering criteria pass. 7. In the Edit area, select the filter property, operator, and corresponding value for the first filter criterion.
8. Click Add to add a line for another filter definition, if needed, and repeat step 6. Tip
Notes
If you select a date-formatted property, you can specify a date for that property. Click the ellipses in the Value box in the Edit group and select a date on the calendar. If you have the Select Filter dialog box open, do not open Filter Manager and make changes to filters in that utility also.
Related Topics Create a Compound Filter, page 137 Customizing the Software: An Overview, page 91 Using Filters: An Overview, page 130
7. To add filter criteria to the compound filter, drag one or more simple filters into the compound filter. Or you can select the compound filter and create a new simple filter under it. Tips
All of the filters that make up the new compound filter need to be of the same item type, which displays in the Filter for list on the Filter Properties dialog box. For example, all of the simple filters making up a compound filter can be of type Equipment: Mechanical. You cannot mix Equipment: Mechanical with Equipment: Heat Transfer or any other item type. Once one simple filter has been assigned to a compound filter, if you create a new filter under that compound filter, the Filter for property is specified and you cannot change it. This is, of course, because all of the simple filters under one compound filter must be of the same item type.
Note
When you point to the name of a compound filter in the tree view in Filter Manager, the filter description displays in a ToolTip. You set the filter description in the Description box in the Compound Filter Properties dialog box. If you have the Select Filter dialog box open, do not open Filter Manager and make changes to filters in that utility also.
Related Topics Create a Simple Filter, page 136 Customizing the Software: An Overview, page 91 Using Filters: An Overview, page 130
If you click Browse, you can choose a filter from the Select Filter dialog box. Click OK.
In order for your alternate symbology to affect the Drawing view, you must right-click the filter tab area and select Use Alternate Symbology. 4. Click OK to apply the filter to the Drawing view.
Notes
To define a new filter, click New on the Select Filter dialog box. You can create and then select that filter for the view. For more information, see Create a Simple Filter, page 136 or Create a Compound Filter, page 137. You can see the properties of a filter by selecting it in the Select Filter dialog box and clicking Properties.
Related Topics Customizing the Software: An Overview, page 91 Working With the Properties Window: An Overview, page 83
You must select a filter tab in order for this command to be available. The Filter Tab shortcut menu opens when you right-click the filter tab area at the bottom of a Drawing view.
Related Topics Customize a Filter Tab for the Drawing View, page 138
You must select a filter tab in order for this command to be available. The Filter Tab shortcut menu opens when you right-click the filter tab area at the bottom of a Drawing view.
Related Topics Customize a Filter Tab for the Drawing View, page 138
The Filter Tab shortcut menu opens when you right-click the filter tab area at the bottom of a Drawing view.
Related Topics Customize a Filter Tab for the Drawing View, page 138
The Filter Tab shortcut menu opens when you right-click the filter tab area at the bottom of a Drawing view.
Related Topics Customize a Filter Tab for the Drawing View, page 138
The Filter Tab shortcut menu opens when you right-click the filter tab area at the bottom of a Drawing view.
Related Topics Customize a Filter Tab for the Drawing View, page 138
The Filter Tab shortcut menu opens when you right-click the filter tab area at the bottom of a Drawing view.
Related Topics Customize a Filter Tab for the Drawing View, page 138
When SmartPlant P&ID or any associated stand-alone application, for example Filter Manager, Format Manager, Options Manager or Rules Manager, cannot establish a connection with the database on the server, and the error message in SPError.log is Error Problem:Common::GetDatabasePathAndServerLocS:\SmartPid\bin\ SmartPlant.ini, solve the error by making sure your internet options are set to allow internet access using a proxy server and also to bypass the proxy server for intranet addresses.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Create an Assembly, page 286 Define a New Engineering Data Editor View, page 51 Generate a Report, page 334 Open a New Drawing View, page 35 Print a Drawing, page 365 Review an Inconsistency, page 317
Foreign Key - Insures that the corresponding value, unless it is null, exists in the table referenced by the foreign key. This type of constraint is used to enforce logical relationships, such as the plant item to plant group relationship. Foreign Key in conjunction with Not Null - Enforces group relationships, such as the case to model item relationship. This constraint is similar to the Foreign Key constraint described above, but does not allow null values to persist. Foreign Key with Not Null and Unique - Enforce all subclass and one-toone relationships, such as the pairing of OPCs. This constraint is similar to the Foreign Key constraint described above, but does not allow null values to persist and requires that all values be unique.
The constraints so far described serve to enforce relationship integrity. Since the relationship, the object and the foreign key it points to, already exists in the database or is created during your transaction, the constraints are satisfied without changing the scope of your transaction.
Check - Used for more complex data integrity controls, such as monitoring conditions on multiple items. For example, History records can pertain to either a drawing or the model. Either of these objects can be null, but not both of them. A Check constraint is defined to enforce this condition by using comparisons and exclusions. Another candidate for a Check constraint is the enforcement of certain values for one or more items. For example, invalid null or zeroes assigned to properties are tested against Check constraints.
When you click the Select Tool, the pointer changes to an arrow with a locate zone . As you pause on items in a drawing, the items appear in the indicator at the end: highlight color. When an item is highlighted, you can click to select it. When you select an individual item, the following things happen:
The item changes to the selection color. You can change the selection color with the Options command on the Tools menu. The handles of the item appear if the item has handles. Handles are solid squares at significant positions on a selected item, such as end points and center points. Handles allow you to directly modify the item, such as dragging a handle to change the shape of the item. Although you can select more than one item at a time, only one item can have handles at a time. If the item is linked or embedded into the current drawing, selecting it allows you to double-click it for editing.
When you select multiple items or grouped items, the items change to the selection color. You can also select drawing items by first selecting them in the Engineering Data Editor. The corresponding items are selected in the Drawing view if they reside in the active drawing. Selecting Multiple Items and then You can select more than one item at a time by clicking Select Tool holding Shift or Ctrl as you click the items that you want to select. Or, you can click the Select Tool and then drag to fence items. You can use the Select Tool ribbon to choose if you want to select only items completely enclosed by the fence or any item that is partly enclosed by the fence. Many manipulation commands, like Delete, Move, Copy, and Rotate, can act upon all items in the select set. If you select multiple items in the Engineering Data Editor, these items are also selected in the active drawing, if they reside there. You can construct a select set using the Engineering Data Editor in this way. 144 SmartPlant P&ID Users Guide
Creating P&IDs in SmartPlant P&ID: An Overview Whenever you have constructed a select set, you can choose single items from that set by using the Selected Items list at the top of the Properties window. A single item chosen in a select set this way is highlighted in a different color in the Drawing view. Canceling the Selection of Items To cancel selection of an item or group of items, you can click any empty point on the drawing. Selecting Items for Placement To place an item in a drawing, you select it in Catalog Explorer or the stockpile. Then you click to select the position in the drawing to place the item. You cannot select more than one item for placement in a drawing at a time. After placement, you can select another item or press Esc to quit placement mode. Or, you can escape placement mode by right-clicking. Related Topics Move an Item With the Select Tool, page 218 Select an Item, page 147
To find out the name of an option on the ribbon, pause the pointer over an option and read the ToolTip.
Related Topics Copy an Item With the Select Tool, page 254 Modify an Item With the Select Tool, page 248 Move an Item With the Select Tool, page 218 Select an Item, page 147 Select Tool Command, page 145
Related Topics Place a Flow Arrow, page 194 Place an Item from Catalog Explorer, page 66 Place an Item from the Stockpile, page 264 Place an Item With the Configuration (PickQuick) Tool, page 149
Select an Item
1. On the main toolbar, click the Select Tool: 2. Do one of the following:
To select one item, click it. To select more than one item, hold Shift or Ctrl and click each item. To select more than one item at once, drag to fence the objects.
To select one of several overlapping items, use PickQuick. 3. To clear the selection of an item or items, do one of the following:
Click in an empty portion of the drawing. Right-click in an empty portion of the drawing. Select another item without holding Shift or Ctrl. To clear the selection of one item and leave other items selected, click the item while holding Shift or Ctrl.
Notes
When the Select Tool is active, selectable items are highlighted as you pass the pointer over them. When the item that you want to select is highlighted, click to select it. Click Tools > Options to change the item highlight and selection colors and locate and break-away tolerances. To select all items in a drawing, right-click a blank area in the drawing and click Select All on the shortcut menu, or, to accomplish the same thing, press Ctrl + A or click Edit > Select All. Also, you can select items in the Engineering Data Editor. If they reside in the active drawing, they are selected in the Engineering Data Editor. You can build up a select set using this method, too.
Related Topics Select an Item Using the Configuration (PickQuick) Tool, page 148 Selecting Drawing Items: An Overview, page 144
3. On the PickQuick toolbar, which appears near the pointer, move the pointer over the numbered PickQuick buttons, without clicking, to highlight the corresponding items.
The second item is highlighted. 4. When the item that you want to select is highlighted, click the corresponding button on the PickQuick toolbar. Note
PickQuick helps you to select items that overlap each other. PickQuick also helps you place items when multiple possible placement configurations exist. For more information, see Place an Item With the Configuration (PickQuick) Tool, page 149
4. Move the pointer over each toolbar button to preview the available orientations. 5. When the appropriate orientation is displayed, click the corresponding button on the Configuration toolbar to place the item in that orientation. Note
You can right-click in an empty portion of the drawing or press Esc to close the Configuration toolbar, or you can close it by clicking X in the upper right corner of the toolbar.
Related Topics Configuration (PickQuick) Tool, page 146 Navigating in the Software: An Overview, page 14
You do not have to display the grid in order to snap items to it.
You can change the grid display from static to dynamic by setting options on the Grid tab of the View Properties dialog box, which opens when you click View > Properties.
Related Topics Placing Items on a Grid: An Overview, page 150 Set Document Properties, page 116 View Document Properties, page 115
You can change the grid display by setting options on the Grid tab of the View Properties dialog box, which opens when you click View > Properties. To view grid lines at a finer level, set the style to Dynamic and adjust the grid line width with the Density control.
Related Topics Placing Items on a Grid: An Overview, page 150 Set Document Properties, page 116 View Document Properties, page 115
Place Equipment
1. In the Catalog Explorer list view, click the equipment that you want to place. 2. Drag the item to the appropriate place in the drawing. 3. Position the item and release to place it. Tip In addition, you can click the item in the Catalog Explorer list view and then click the appropriate point in the drawing to place the item. Press Esc to quit placement mode. Or, you can escape placement mode by right-clicking. 4. In the Properties window, enter values for the equipment properties in the appropriate rows in the table.
Tip
You can assign heat tracing to equipment. For more information, see Assign Heat Tracing.
Notes
After you place items, you can mirror, rotate, or move most items using their component handles. For more information, see Mirror an Item About an Existing Mirror Axis or Linear Element, page 242 Rotate an Item Using Its Rotate Handle, page 244 Move an Item Using the Move Button, page 219
If the Properties window is not displayed, you can display it by selecting the item and then selecting Edit > Properties on the main menu bar. Flanged Nozzle-Internal, Nozzle-Internal, and Pump Nozzle-Internal can all be placed internally (for example, in a tank). You can use the same steps for placing equipment. For internal placement of equipment, you drag the nozzle to the interior of a tank and place it. If you want the nozzle opening facing to the right, approach the tank from the right when placing the nozzle. In other words, the opening of the nozzle will be placed in the direction that you approach the tank during placement.
If you need to place a nozzle so that it is associated with equipment but not attached to it, you can do the following. 1. Attach the nozzle to the equipment that you want it related to. 2. Select the nozzle. 3. While holding down the Alt key, drag the nozzle an arbitrary distance away from the equipment.
Related Topics Grouping Equipment in SmartPlant P&ID, page 408 Modifying and Moving Placed Items: An Overview, page 215 Placing Equipment: An Overview, page 152
Tips
You can find the parent item in the Engineering Data Editor by clicking the Other Drawings button . You can choose a filter from the list using the Engineering Data Editor. Select a filter that best describes the type of item you want to represent (for example, Equipment - Vessels).
Creating P&IDs in SmartPlant P&ID: An Overview You can also open a tabular view of your target drawing in the Design window by clicking Window > New > Engineering Data Editor. 5. In the Engineering Data Editor, right-click the icon at the far left of the parent item.
7. Click the location in the drawing where you need to place the multiple representation. Notes
You can use the Replace command or the Find and Replace dialog box to replace a multiple representation symbol providing the definition attributes for the source (parent) and target (child) are identical. The definition attributes are Equipment Class, Equipment SubClass, and Equipment Type. You are permitted only a single representation of an item in any one drawing. If you are working in a project, be aware that multiple representations are constrained because of claiming and moving drawings between projects and the Plant.
Related Topics Placing Equipment: An Overview, page 152 Selecting Drawing Items: An Overview, page 144
Creating P&IDs in SmartPlant P&ID: An Overview Pipe runs always consist of a linear sequence of members and never include any branches. Placing a pipe run that branches off of an existing pipe run does not cause them to be joined together. Reducers are always located at the end of a pipe run and never in the middle. Placing a new pipe run that connects to a reducer does not cause the pipe runs to be joined. Note
All of the above information about pipe runs also applies to signal runs.
Related Topics Assign Heat Tracing, page 164 Branch to an Existing Line, page 162 Break a Pipe Run, page 165 Insert Line Segments into an Existing Line, page 161 Move a Line, page 220 Start a Line in Free Space, page 159
Route a Line
1. In the Catalog Explorer list view select the line that you want to place. Tips
This action displays the Line Routing ribbon and starts line placement mode.
Press Alt while routing a line or click Alter Segment on the Line Routing ribbon to override the current line vector and allow routing in any direction and at any angle. 2. Click a connect point on an item in the drawing.
Tip You can click an empty point in the drawing to start the line, too. 3. Click to place the vertex at the next point in the line.
4. Continue clicking to place the vertices of the line in the drawing. 5. When the line is complete, right-click to confirm the placement. Tip
You can escape line placement mode by right-clicking two more times.
3. Click the location for each vertex of the line, including the termination point. 4. When you complete the line route, right-click to place the line. Tip
If you want to route the line to a connect point of an existing item, click the connect point of the appropriate item to place the line.
Notes
You can define values for the properties of a line by clicking the line and then entering the values in the appropriate rows in the Properties window. If the Properties window does not appear, you can display it by clicking the line and then selecting Edit > Properties.
To stop placing lines in the drawing, press Esc to quit line placement mode. Or, you can escape line placement mode by right-clicking two more times after the final right-click in the last step above. Press Alt while routing a line or click Alter Segment on the Line Routing ribbon to override the current line vector and allow routing in any direction and at any angle. You can define values for the properties of a line by clicking the line and then entering the values in the appropriate rows in the Properties window. If the Properties window is not displayed, you can display it by clicking the line and then selecting Edit > Properties on the main menu bar.
Notes
The line remains selected until you click another item or command. Press Esc to stop adding segments. You can join two pipe runs that have different property values. The resulting pipe run has the properties of the pipe run that you selected first. You can change values for properties of the line by clicking the line and then entering the values in the appropriate rows in the Properties window. If the Properties window is not displayed, you can display it by clicking the line and then selecting Edit > Properties on the main menu bar.
You can also insert line segments into an existing line. For more information, see Insert Line Segments into an Existing Line, page 161. You can also break a line at a point. For more information, see Break a Pipe Run, page 165.
Press Alt while routing a line or click Alter Segment on the Line Routing ribbon to override the current line vector and allow routing in any direction and at any angle. To stop placing lines in the drawing, press Esc to quit line placement mode. Or, you can escape placement mode by right-clicking two more times after the final right-click in the last step above. You can extend a line to an existing line to create another branch point. You can change values for the properties of the line by clicking the line and then entering the values in the appropriate rows in the Properties window. If the Properties window is not displayed, you can display it by selecting the line and then clicking Edit > Properties on the main menu bar.
The starting point for a branch can be a point in free space, a point on an existing line, or a connect point on an item in the drawing. Press Alt while routing a line or click Alter Segment on the Line Routing ribbon to override the current line vector and allow routing in any direction and at any angle. To stop placing lines in the drawing, press Esc to quit line placement mode. Or, you can escape line placement mode by right-clicking two more times after the last step above.
You can change values for the properties of the line by clicking the line and then entering the values in the appropriate rows in the Properties window. If the Properties window is not displayed, you can display it by clicking the line and then selecting Edit > Properties on the main menu bar.
Gaps are parametric symbols. You can resize the gap by dragging the parametric handles. For more information on resizing parametric symbols, see Scale a Parametric Item, page 239.
Related Topics Gapping Lines: An Overview, page 269 Routing Lines: An Overview, page 156
If you have already specified insulation properties for the item, then you cannot subsequently assign heat tracing properties. If you assign heat tracing to an item before you assign insulation properties, your choices of insulation properties and specifications are restricted. You choose the HT Medium and HT Requirement properties from select lists. You choose the units for the HT Medium Temp property when you assign the temperature value. Select list values are defined in Data Dictionary Manager; Format Manager contains definitions for temperature units.
Related Topics Assign Heat Tracing, page 164 Modifying Item Properties: An Overview, page 258 Placing Equipment: An Overview, page 152 Placing Instrumentation: An Overview, page 174 Routing Lines: An Overview, page 156
The software breaks the selected pipe run into two separate runs at the selected point.
Notes
You can change values for the properties of the new run by clicking it and then entering the values in the appropriate rows in the Properties window. If the Properties window is not displayed, then you can display it by clicking the line and then selecting Edit > Properties.
Related Topics Join Pipe Runs, page 166 Routing Lines: An Overview, page 156
If you join two pipe runs with different properties, the resulting pipe run has the properties of the pipe run that you selected first. For information about breaking runs, see Break a Pipe Run, page 165. You can change values for the properties of the new run by clicking the pipe run and then entering the values in the appropriate rows in the Properties window. If the Properties window does not appear, you can display it by clicking the line and then selecting Edit > Properties on the main menu bar.
If the Properties window does not appear, you can display it by selecting the component and then selecting Edit > Properties.
As you drag piping components over a pipe run, or the pointer passes over runs while you are in placement mode, the pipe run is highlighted. If you place a piping component when a pipe segment is not highlighted, the piping component is placed in free space if the placement rules allow the action. If the item that you place has multiple possible orientations in relation to other items, you can use the Configuration tool, or PickQuick to select the appropriate placement for the item. If you want to be able to place two inline components an arbitrary distance apart, regardless of minimum distance settings in Options Manager, do the following. 1. Place the first component in the line. 2. Place the second component into the line and connected to the connect point of the first component on the end that you want to attach to. You can see that the connect points are actually joined by the black rectangle in the Drawing view:
3. While holding down the Alt key, drag one component along the line away from the other leaving the desired distance between the two. If the components are already close to each other but not connected at coincident connect points, you must drag one off of the segment to disconnect it and then move it back to get the connect points attached.
If you want to move a piping component but preserve its connection to the pipe run, you can use the Alt key as you drag the component. Then even if you drag the component away from the line, the line routes itself so as to preserve its connection to the component.
Related Topics Routing Lines: An Overview, page 156 Using Piping Components: An Overview, page 167
pd schema - pdtable_102 table ra schema - pdtable_201 and pdtable_202 tables library files - us_pjstb.l, us_pjstb.l.r, and us_pjstb.l.t .dll files - PipeSpec.dll, pdpjs.dll, pdpjsx.dll, and ValidateServiceLimits.dll
Performing Service Limits Validation The Piping Specification utility verifies that the temperatures and pressures assigned to a pipe run comply with the service limits associated with the selected Piping Materials Class. In continuous validation mode, which is activated by assigned settings in Options Manager, this verification occurs each time that you modify either the Piping Materials Class or a temperature pressure pair in the process case data of the pipe run. The Service Limits validation requires at least one complete temperature-pressure pair from among design, alternate design, operating, and alternate operating cases. If any temperature-pressure pair violates the service limits of the selected Piping Materials Class, a warning displays the appropriate pairs. This warning appears in the design software by appending an error string to the name of the PMC.
Creating P&IDs in SmartPlant P&ID: An Overview Performing Commodity Code and Fabrication Category Look Up The Piping Specification utility looks up the Commodity Code and Fabrication Category properties of inline piping components. In the continuous validation mode, this lookup occurs each time the Piping Materials Class or any of the four case Max temperatures (Design, Alternate Design, Operating, and Alternate Operating) are modified on the pipe run. Validation also occurs each time the Option Code or Nominal Diameter of the component is modified. If the modification occurs on a property of a piping component, then the lookup is restricted to that particular component, but if the modification occurs on a property of a pipe run, then the lookup encompasses every piping component on that run. The minimum requirements to cause a lookup are that the piping component must be in a pipe run, that the PMC of the pipe run must be populated and comply with service limits, and that the nominal diameter of the piping component must be specified. If the PMC is assigned but does not comply with the service limits, then the Commodity Code property displays an error message. The PipeSpec utility uses process case temperatures of the run during the commodity code lookup only if the code for that component has a maximum temperature limit value in the 3D database. For example, in PDS 3D, a value of -9999 for maximum temperature in pdtable_202 indicates a null value, and the process case temperatures on the pipe run are ignored for the lookup. If a maximum temperature exists for that component, then the lookup insures this value is larger than all of the process case temperatures assigned to the pipe run in which the piping component resides. Note
The units for the PDS 3D maximum temperature are those specified in Options Manager.
If any temperature values for the pipe run are unspecified, then a value of zero Deg-K is assumed for each of the unspecified temperatures. If multiple records are obtained in the lookup, then the utility returns a commodity code only if all of the records have the same code value. If not, an error is recorded in the error-log file with the appropriate message. The Fabrication Category property of inline piping components is a select-listed property in SmartPlant P&ID. A relationship between the fabrication category and the commodity name can be defined in the 3D databases. The Commodity Name is a unique name for every symbol. In PDS 3D, this unique name is the AABBCC Code property. SmartPlant symbols are assigned the same AABBCC Code properties in Catalog Manager.
Creating P&IDs in SmartPlant P&ID: An Overview Similarly, the Option Code property is a select list of text values in SmartPlant P&ID, while it is a set of code numbers or indices in PDS 3D. Short Value for the Option Code select list contains the PDS 3D indices corresponding to the appropriate Option Code text in SmartPlant P&ID. The PipeSpec utility uses the entries in the Short Value box of the Option Code list to obtain the Option Code used in the PDS 3D database tables. Note
Error messages are placed in the PipeSpecError.log file in the directory assigned to the TEMP environment variable. Error messages help you identify the cause of failure when the utility does not complete the tasks as expected. For example, if minimum requirements are not met for the lookup, the missing properties are listed in the log file.
Related Topics Assign a Commodity Code to a Piping Component Using PipeSpec, page 173 Assign a Piping Materials Class to a Pipe Run Using PipeSpec, page 172
2. Select the Piping Materials Class property for the pipe run in the Properties window. 3. Click the Calc button . 4. On the Piping Specifications dialog box, choose the appropriate PMC from the list and click OK. Tip
Based on the chosen PMC and other assigned properties, such as Nominal Diameter, Maximum Design Pressure, Maximum Design Temperature, and so forth, the PipeSpec utility copies properties and checks limits in the entire run, including inline components.
Notes
If you subsequently assign nominal diameters to inline valves or other components, SmartPlant P&ID assigns commodity codes and fabrication categories to them that correspond to the PMC of the pipe run and the specifications in your 3D databases. If you choose a diameter, for instance, that does not exist for the assigned PMC, then the commodity code property becomes Not In Spec. If you choose temperature-pressure limits for process cases that do not agree with the assigned PMC, then the error Service Limits Error is added to the PMC for the run. Given the appropriate settings in Options Manager and Data Dictionary Manager, you can manually assign commodity codes to inline components, and the PipeSpec utility looks up accepted diameters and validates the assignment. For more information, see Assign a Commodity Code to a Piping Component Using PipeSpec, page 173.
2. In the Properties window, define the Nominal Piping Diameter property for the component. Tip
You can verify that a commodity code and fabrication category have been assigned in the Properties window, or you can open the error log, PipeSpecError.log, if properties have not been assigned as expected. For more information about the error log, click Related Topics.
Notes
If continuous validation is turned on for the PipeSpec utility, then a pipe run with temperature-pressure limits that do not agree with its PMC produces the error Error in PMC in the commodity code for an inline component. For information about the settings required for continuous service limits validation, see Options Manager Help. With continuous validation, not only is the commodity code defined automatically, but so it the Fabrication Category property for the inline components, given that the relationship exists in the 3D databases. Adding or changing the option code can change the commodity code, if the relationship is defined in your 3D database. If continuous validation is not activated but other appropriate settings and program IDs are assigned, you can still click the Calc button for the Commodity Code property and choose a code. However this does not verify that the component agrees with a piping specification.
If the Properties window is not visible, you can display it by selecting the instrument and then selecting Edit > Properties on the main menu bar.
Notes
As you drag inline instruments over a pipe run, the pipe run appears selected. If you place an inline instrument when a pipe segment is not selected, the instrument is placed in free space if rules defined in Rule Manager allow such a placement. If the item you place has multiple possible orientations in relation to other items, you can use the Configuration tool, or PickQuick, to select the appropriate placement for the item.
While placing an inline instrument on a pipe run with associated heat tracing, if the pointer is below the pipe run, then the heat tracing appears above the instrument and vice versa regardless of the heat tracing orientation on the piping. By keeping the pointer either above or below the piping, you can decide the orientation for the heat tracing on the inline instrument at placement time. Validation takes place between the pipe run and the inline components on that pipe run with the result that you may see some properties values being copied from the pipe run to the inline component. This copying behavior is based upon the pipe run properties that should have their values copied to the in-line components. You may determine which properties should be copied. This is configurable by adding the ProgID called UpdInlineCompProp.ForeignCalc in the Validation ID field for the PipeRun Property. You can use Data Dictionary Manager to sort the properties by Validation ID using the Piperun table. Notice the only attributes that are delivered with this validation ID. They are CleaningReqmts, CoatingReqmts, MaterialOfConstClass, and ScheduleOrThickness. Nominal diameter is also included although it does not have that particular Validation ID specified. It has the one involved in the pipe spec access. The way this works with the attributes that have that ID is that the software is watching the pipe run and the inline components. When a value for one of the affected attributes changes on the pipe run, and it was previously equivalent to the value on the inline component, then an update to the pipe run will update the inline component. If the values were different, updating the pipe run will not affect the inline component. Also, the routine UpdInlineCompProp.ForeignCalc is not delivered as part of our sample validation. You must specify that particular validation id in order to use the functionality.
Related Topics Placing Instrumentation: An Overview, page 174 Routing Lines: An Overview, page 156
Tips
If the Properties window is not visible, then you can display it by selecting the instrument and then selecting Edit > Properties on the main menu bar. You can assign heat tracing to offline instruments, too. For more information, see Assign Heat Tracing, page 164.
Notes
If you place an offline instrument over an existing signal line, the software inserts the offline instrument in the signal line, just as piping components are inserted into pipe runs. After you place offline instruments, you can connect them to piping segments or inline instruments using signal lines. After you place items, you can mirror, rotate, or move them.
Related Topics Modifying and Moving Placed Items: An Overview, page 215 Placing Instrumentation: An Overview, page 174
Selecting the item tag of the loop for an instrument triggers the Item Tag Validation program. The software automatically generates a unique item tag for the instrument. You can assign the Loop Tag qualifier to instruments that you have already placed in your drawing or that reside in the stockpile, and you can either place instruments then create the loop or create the loop and assign instruments to it as you place them. Since loops are logical collections of instruments rather than physical groupings, you do not need to place the loop symbol in the drawing itself to create an occurrence. Instead, placing the loop in the stockpile adds the loop to the model. You can assign a group of instruments and other elements to a loop by creating a select set of them and assigning the correct loop tag for the set. Instrument loops normally reside in a stockpile with their members residing on drawings. Moving the instrument loop itself to another stockpile has special limitations. For more information about moving plant item groups from one stockpile to another, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265. After you create instrument loops, you can create a customized loop report to generate lists of items in specific loops in your drawing or plant. Or you can open the Engineering Data Editor to display elements of the loop. If you need to refresh the instrument Loop Tag Suffix display in the Properties window, clear selection of the instrument and then select it again.
If the Properties window is not visible, you can display it by selecting the instrument or loop and then selecting Edit > Properties on the main menu bar.
Related Topics Generating Reports: An Overview, page 331 Loop Tag Dialog Box (Properties Window), page 175 Navigating in the Engineer Data Editor: An Overview, page 38 Placing Instrumentation: An Overview, page 174 Selecting Drawing Items: An Overview, page 144 Working With the Properties Window: An Overview, page 83
When an instrument is assigned to a loop, validation automatically creates an instrument item tag. If you remove the loop tag property, the instrument item tag remains the same until the instrument is assigned to a new loop. You can remove an instrument from a loop by deleting the item from the model, too. You can press Delete on the keyboard to remove an item or a group of items from the drawing. First, select the item or items in the drawing. Then you must point to the Drawing view before you press Delete. The Delete command is not carried out if the pointer is located anywhere outside the Drawing view. If the Properties window is not visible, you can display it by selecting the item and then clicking Edit > Properties.
Labeling: An Overview
Your main tool to add or edit text content that appears in a label is the Properties window. By adding or editing text, you are entering data into the database. Whenever you select a label. the corresponding labeled properties for its item appear in the Properties window. The same properties appear in the long list of properties when you select the item itself. Since only the label properties appear when the label is selected, you have an easier method to find to the label properties. Note If you enter text with a recognized unit of measure using a quotes or double-quotes, the software parses the UOM and ignores the double-quotes (or tick marks). A label always reflects the current property values of the item that it labels. Labels that populate a property at placement are called driving labels. In other words, the predefined property value in the label overwrites the current property value on the item that it labels. Labels that do not overwrite the property at placement are called driven labels. Labels are defined as driven or driving in Catalog Manager. At label creation time, the plant administrator can define text content inside the label with the SmartText editor in Catalog Manager. When placing a label later, you cannot edit text such as OLL= on the OLL Elevation Equipment label. Nonetheless, you can place free text in an item note. Different labels have different label properties. The following table identifies some of the label properties that are defined during label creation in Catalog Manager. After the creation of a label, these properties dictate label placement behavior. You do not see label properties while using the design software; these properties perform their function in the background and are invisible to you. Break Labeled Item Type Placement Type Leader Line Terminator Type Offset Distance Offset Source Behavior Area Break Title Block Yes 1-Point Flow Arrow Yes 1-Point Component Yes 1- or 2-Point
Not applicable Not applicable Yes Not applicable Not applicable Yes Not applicable Not applicable Yes Not applicable Not applicable Yes Not applicable Not applicable Yes Not applicable Not applicable Yes Not applicable Yes
The four types of labels (title block, flow arrow, component, and break) appear in columns. Label properties appear in rows. Yes indicates that the property applies to that type of label. Not applicable indicates that the property does not apply to that type of label. Special notes, like 1- Point for one-point placement, indicate that the property applies under certain conditions.
Related Topics Manipulate a Leader Line, page 190 Place a Label from Catalog Explorer, page 184 Place a One-Point Label, page 186 Place a Two-Point Label, page 188 Place an Annotation, page 211
Changing default label formats in Options Manager (for example, changing temperature from K to C) does not change labels that are already placed in drawings. You must replace those labels individually to see the change whether those labels use the plant default setting or have the value set uniquely. All delivered labels use plant default units, which are defined in Options Manager, and so labels do not always display the units selected in the Properties window. Change units in the SmartText Editor dialog in Catalog Manager to specify a different unit of measure in a label. A line label follows a line when you change its angle, for example, changing from horizontal to vertical. A label and its assigned leader line follow when you move a line. When you recalculate a line, the software does not delete the label but repositions it in an associated location on the line. When you place a property break label, the software stops the sharing of data between segments of pipe. In other words, you break the pipe run. When you place an off-page connector (OPC), the software automatically creates and stores a matching connector in either a plant or project stockpile or the stockpile of another drawing. The matching connector receives the value, for example, From Drawing 123, where the number corresponds to the drawing. After you place the matching connector from the stockpile into the related drawing, the software automatically updates the matching connector in the original drawing (To Drawing 122, for example).
Related Topics Place a Label from Catalog Explorer, page 184 Place a One-Point Label, page 186 Place a Two-Point Label, page 188
Labels are a special class of item in Catalog Explorer. Depending on the definition of the label, you place labels with one-point or two-point placement. If the label is designed for two-point placement, you must use item placement mode instead of the drag method. An example of onepoint placement is placing an ID label on a valve. An example of twopoint placement is placing an equipment label on a pump. You can edit the database properties for the labeled item after you have placed the label.
Related Topics One-Point Label Placement, page 184 Placing Labels: An Overview, page 182 Two-Point Label Placement, page 187
Creating P&IDs in SmartPlant P&ID: An Overview The dots on the valve and label are not part of these drawing items. The dots represent the center of the bounding box. These midpoints always align when you place a label with one-point placement. Midpoints align at the y-axis of the local coordinate system of the symbol with the label. This y-axis alignment line crosses the center of the labeled item. Offset is always a positive value. Pointer position determines if you place the label above or below the component. If the pointer appears above the center (that is, the y coordinate is a positive value) you are placing the label above the item. If the pointer appears below the center (that is, the y coordinate is a negative value) you are placing the label below the item. The center of the bounding box is (0,0), the local origin. For a pipe run, the center is the point where the pointer touches the line. The tolerance for the Select command determines the distance above and below the pipe run. The alignment axis is perpendicular to the line at this point. When you point to locations in the drawing and locate a valid target, the label immediately moves to this position. The label remains in dynamics (you can move the label to a different location before you place it) so you can confirm correct placement. The property for offset source also affects label placement. If the value for offset source is None, the software uses the default offset distance, designated in Options Manager. In this example, the software aligns the center of the label at the center of the item receiving the label. This action allows you to place labels on a line and at the center of symbols. A value of Zero offset distance aligns the bounding boxes. Label Offset options can be universally applied by inputting a value in the Distances option in Options Manager; however, if a label offset is designated for the label during creation in Catalog Manager, that value overrides the Options Manager setting. Related Topics Customize the Software With the Options Command, page 21 Manipulate a Leader Line, page 190 Place a Label from Catalog Explorer, page 184 Place a One-Point Label, page 186 Place a Two-Point Label, page 188
When you drag a label over an appropriate target, the target is highlighted.
The pointer position, in relation to the item when you place the label, determines if you place the label above or below the item in the drawing. 4. In the Properties window, select or type values for the properties of the label in the appropriate rows in the table, if needed.
Notes
Title blocks, flow arrows, off-page connectors, and some component labels use one-point placement. A label display always reflects the values of the item with which it is associated. Labels that populate the item values at placement time are called driving labels. In other words, the predefined properties in the label overwrite current item properties when the label is placed. Labels that do not overwrite the item properties are called driven labels. Labels are defined as driven or driving in Catalog Manager. If you place flow arrow labels on a pipe run, the direction of the arrow changes depending on the flow direction of the pipe run. If the pipe run has no direction defined for it, the direction of the flow arrow label defines the flow direction of the pipe run. You can use the Configuration Tool, or PickQuick, to select the direction of a flow arrow as you place it. If you place an off-page connector on a pipe in the drawing, the software fills in the connector number and automatically adds a second off-page connector to either the Stockpile or the stockpile of another drawing. When you place the second connector in a drawing, the software automatically updates the number and name of the drawings in both offpage connectors. To display a leader line for the label, right-click the label, and then select Leader line display on the shortcut menu. If the Properties window is not visible, you can display it by selecting a label and then clicking Edit > Properties on the main menu bar.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Configuration (PickQuick) Tool, page 146 Placing Labels: An Overview, page 182 Using Off-Page and Utility Connectors: An Overview, page 201 Using the Types of Labels: An Overview, page 191
This pump received a label by using two-point placement. (1) and (2) illustrate the two pointer positions and clicks required to place this label. Properties include a Rotation value of false and a Leader line value of true. These properties are set through Catalog Manager during label creation. With two-point placement, the software does not use properties for offset distance or pointer location. You can place the first point anywhere on the item to receive the label. The leader line points to this location. Related Topics Manipulate a Leader Line, page 190 Place a Label from Catalog Explorer, page 184 Place a Two-Point Label, page 188
4. Quit label placement mode by pressing Esc. Tip Or, you can escape placement mode by right-clicking. 5. In the Properties window, specify the properties of the label in the appropriate rows.
Tip
If the Properties window is not displayed, you can display it by selecting the label and then clicking Edit > Properties.
Notes
After you place a label, you can move it and manipulate its leader line. For more information, see Modifying and Moving Placed Items: An Overview, page 215 Manipulate a Leader Line, page 190
Property break labels and various types of component labels require twopoint placement.
Related Topics Labeling: An Overview, page 181 Place a Break Label, page 196 Placing Labels: An Overview, page 182 Two-Point Label Placement, page 187 Using the Types of Labels: An Overview, page 191
Copy Labels
1. In the Drawing view, select the label that you want to copy. 2. Right-click the label and select Place New from the shortcut menu. 3. Associate the new label icon that appears at the end of the pointer with the new item by highlighting the item and clicking. Related Topics Copying Items: An Overview, page 253 Labeling: An Overview, page 181 Place a One-Point Label, page 186 Placing Labels: An Overview, page 182
Align Labels
1. In the Drawing view, select the labels that you want to align. Tip In order to align labels, you must be sure not to select any drawing items other than labels. You can remove an item from a select set by pressing Ctrl and clicking the item. 2. Click the appropriate alignment button on the main toolbar:
Align labels so that their bottom lines match Align labels so that their center points agree on a vertical line Align labels so that their center points agree on a horizontal line Align labels so that their left-most lines match Align labels so that their right-most lines match Align labels so that their top lines match
Related Topics Labeling: An Overview, page 181 Modifying and Moving Placed Items: An Overview, page 215 Placing Labels: An Overview, page 182 Selecting Drawing Items: An Overview, page 144
Related Topics Labeling: An Overview, page 181 Placing Labels: An Overview, page 182
Note
The UpdateLabelsCmd.dll refreshes the value of the currently placed label properties as displayed on the drawing. The command does not update the label based on modifications made to the label using Catalog Manager. To update the label if changes have been made using Catalog Manager, the label must be replaced in the drawing using Edit > Replace.
Flow Arrow You place flow arrows in process piping lines. When you place the label, the arrow orients itself with the flow in the pipe run if you have already defined flow direction. If you have not specified a flow direction, then the direction you place the flow arrow defines it for you (that is, a flow arrow is a driving label). As you drag the label from the list view of Catalog Explorer, pipe runs in the Drawing view are highlighted when you pause over them. Click a highlighted pipe run to place the label. Flow arrows require only one click to place them.
Creating P&IDs in SmartPlant P&ID: An Overview After placing the label, you can change the flow direction of the pipe run in the Properties window, and the flow arrow reorients itself accordingly. You cannot change label properties that appear in the Properties window for a flow arrow.
Component This type of label identifies physical commodities in the model. A typical example is an Equipment ID label. Properties assigned to the label affect its behavior. Component labels have a unique property: Label Behavior. The values are defined in a select list in Data Dictionary Manager and are chosen in Catalog Manager when you create a label. The default value is Follow. Values for this property can include the following:
Follow (no rotate) - The label does move but does not rotate, corresponding to changes to the labeled item. Follow - The label does move and rotate, corresponding to changes to the labeled item. Fixed - The label does not move if you move the labeled item.
This illustration shows component labels that you use to label vessels, nozzles, and piping components. It also depicts both fixed and rotated orientations of labels.
Creating P&IDs in SmartPlant P&ID: An Overview Break A break label, or property break label, graphically shows that a change occurs or can occur in a property at some point in the process. This label indicates to the software that an inconsistency for that property is acceptable. As a result, the software does not issue a warning, or an existing inconsistency resolves itself when you place the break. Break labels do not set properties but note that a value change is acceptable for the property at the indicated point. Text included in the label reflects the property at that point. You can associate multiple property breaks with one point on the drawing.
You place property break labels, in the Segment Breaks node of Catalog Explorer, with two-point placement. Notes
You can turn on or off the Is Leader Visible property in Catalog Manager. After you place the label, you can right-click the label, and then click Leader line display on the shortcut menu to control the display of the leader line in the drawing software. Use care when you assign leader lines. You can place several break labels at one point, and multiple leader lines can be confusing.
You can review the properties of the title block label in the Properties window, but for title blocks, you cannot modify those properties. If you want to modify drawing properties, which are displayed in the title block label, you can do so in Drawing Manager. For more information, see Drawing Manager Help. You can move the title block if you need to position it more carefully within the title area of the drawing. For more information, see Move an Item With the Select Tool, page 218.
Related Topics One-Point Label Placement, page 184 Using the Types of Labels: An Overview, page 191
If a flow direction has already been specified for the line, then the flow arrow orients itself so that it reflects that property.
If you pause over a line whose flow direction has not been defined, you can use PickQuick to position the flow arrow. 4. Click to place the flow arrow on the process line.
5. Continue placing flow arrows, or click Esc to quit placement mode. Note
You must change the flow direction of a line by changing the property in the Properties window. Do not rotate a flow arrow by using the Rotate command or the rotate handle in order to change the flow direction; flow direction is a property.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Labeled Item Type, page 197 One-Point Label Placement, page 184 Placing Labels: An Overview, page 182 Using the Types of Labels: An Overview, page 191
3. Continue placing the same break label at other junctions in the drawing, or press Esc to quit placement mode. Notes
You can turn on or off the Is Leader Visible property in Catalog Manager. After you place the label, you can right-click the label, and then click Leader line display on the shortcut menu to control the display of the leader line in the drawing software. Use care when you assign leader lines. You can place several break labels at one point, and multiple leader lines can be confusing.
Related Topics Consistency Checking: An Overview, page 313 Placing Labels: An Overview, page 182 Two-Point Label Placement, page 187 Using the Types of Labels: An Overview, page 191
Offset Distance
This property defines the distance from the labeled item to the label. Offset distance applies for labels that are defined with one-point placement. This property also applies for two-point label placement if the property for offset source is set to Local. The property must be defined correctly in Catalog Manager to allow you to place your label. The actual plant-wide offset distance is specified in Options Manager. The software measures the distance from the bounding box of the item to receive the label and the bounding box of the label itself. Consider the offset as the clearance distance between the bounding boxes. Notes
The bounding box in SmartPlant P&ID differs from the SmartSketch definition of range. SmartSketch (A) uses the x-y coordinate range around an item. SmartPlant P&ID (B) uses a rectangular area.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Place a Label from Catalog Explorer, page 184
Offset Source
This property specifies the origin for the offset distance. The possible values for offset sources are None - The label does not have an offset. This value indicates placement at the center of the labeled item. Project Settings - Plant-level parameters determine the offset distance. You can use Options Manager to define the plant settings distance. Local - The label does have an offset, and the value for the Offset Distance property, which is specified in Catalog Manager, defines the offset to use. You set this property when you create a label in Catalog Manager. Afterwards, you cannot change the offset source property in the drawing software. Likewise, you set the local offset distance when you create a label, and you cannot change the property in the drawing software. Related Topics Place a Label from Catalog Explorer, page 184
Is Mirrorable
The value of this property is set to True to indicate that you can mirror the item. The value of this property is set to False to indicate that you cannot create a reverse image. You define this property when you create a label in Catalog Manager. Related Topics Place a Label from Catalog Explorer, page 184
Is Rotatable
The value of this property is set to True to indicate that you can rotate the item. The value of this property is set to False to indicate that you cannot change the angular orientation. You set this property when you create a label in Catalog Manager. Related Topics Place a Label from Catalog Explorer, page 184
Is Fit To Text
The value of this property is set to True if the label graphics must fit around the text when you place the label. The value of this property is set to False if the label graphics do not need to fit around text. You can change the designation in Catalog Manager. You can set the value to True only for enclosures that are circles, ellipses, rectangles, or parametrics. You set the Is Fit To Text property when you create a label in Catalog Manager. The following illustration is an example of a label with the Is Fit To Text property set to False. The rectangle appears at the same size when you created it:
This illustration is an example of a label with the Is Fit To Text property set to True. The rectangle resizes to fit around the text:
Related Topics Place a Label from Catalog Explorer, page 184 Place a One-Point Label, page 186 Place a Two-Point Label, page 188 Place an Annotation, page 211
Is Leader Visible
The value of this property is set to True to indicate that the label includes a leader line. The value of this property is set to False to indicate that the label does not include a leader line. You set this property when you create a label in Catalog Manager. You can turn on or off the display of the leader line after you place the label.
To turn on or turn off the display of the leader line, right-click the label, and click Leader line display.
Related Topics Manipulate a Leader Line, page 190 Place a Label from Catalog Explorer, page 184
1. The OPC is a to connector if its connected point appears at the finish end of the connector. 2. The OPC is a from connector if its connected point appears at the start end of the connector. In order to switch between to and from orientations, you must disconnect the OPC from the line and then rotate or mirror it. Then you can reconnect the line to the other end of the OPC. At the time of placement, you can pause when placing the OPC and wait for the PickQuick toolbar in order to choose the correct orientation.
Creating P&IDs in SmartPlant P&ID: An Overview You can delete a connector from the drawing, and the software moves it to a stockpile and updates the properties of its partner. To delete a connector from a stockpile, both must reside there, and you delete both from a stockpile. After you delete a connector, you cannot reuse the same number. You cannot change the connector number or drawing name in these labels. However, you can change other properties. If you copy a connector, the software must generate new connector numbers and add a partner to a stockpile. The property for drawing name changes to Null or Undefined for the copy. These properties exist for connectors:
Offset source is set to None. Rotation is set to True. Leader line is set to False.
In Catalog Explorer, Off-Drawing or Off-Unit OPCs are available for instruments. Two types of connectors are available for process lines: Off-Drawing or Off-Unit OPCs or Utility Connectors. The correct symbology differentiates OPCs. You define symbology with Options Manager. Related Topics Change Default Storage Location for Partner Connector, page 204 Place a Label from Catalog Explorer, page 184 Place a One-Point Label, page 186 Place an OPC or Utility Connector, page 202 Store a Partner Connector, page 204
Tips
You can place a connector in free space on the drawing and route a line to it, or you can place it at the end of a line that already is drawn. If you are placing a connector in free space, rotate or mirror the OPC after placement in order to get the correct orientation. Then route the line to it.
Creating P&IDs in SmartPlant P&ID: An Overview If you are placing a connector at the end of an existing line, you can wait for the PickQuick toolbar so that you can choose the correct orientation. 3. Modify the properties of the connector in the Properties window.
Tip
If you placed a new connector from Catalog Explorer, you can display and select the partner in the Engineering Data Editor and modify its properties, too.
Notes
Utility connectors support only one-to-one relationships. In other words, they come in pairs only. When you place a utility connector and its partner goes to a stockpile, that partner connector is of the same type as the first connector you placed. In order to change the partner connector to the other type of utility connector, you must place the partner in its drawing and then replace the symbol. For more information on replacing symbols, see Replace an Item Using Replace Mode, page 233.
Related Topics One-Point Label Placement, page 184 Placing Labels: An Overview, page 182 Using Off-Page and Utility Connectors: An Overview, page 201
If the Place partner OPC in Stockpile option is not selected, the Set Stockpile Location for Partner OPC dialog box appears whenever you place a connector. This dialog box allows you to place each partner OPC in the stockpile of a specific drawing.
Related Topics Place an OPC or Utility Connector, page 202 Store a Partner Connector, page 204
If you have not deactivated the default storage for connectors, this dialog box does not appear because the partner connector is placed directly into the Stockpile. However, you can change the default storage location. For more information, see Change Default Storage Location for Partner Connector, page 204
Related Topics Change Default Storage Location for Partner Connector, page 204 Using Off-Page and Utility Connectors: An Overview, page 201
If you select a connector that you do not have write privileges for, then the Move to Different Stockpile command is not available. That is, you cannot move a connector that belongs to a different drawing, for instance.
Creating P&IDs in SmartPlant P&ID: An Overview 3. On the Move to Different Stockpile dialog box, select the plant hierarchy element that contains the drawing whose stockpile you want to assign the connector to. Tip If you do not want to place the connector in a stockpile of a specific drawing, you can select Stockpile at the bottom of the Plant hierarchy tree. 4. In the Drawing list area, select the drawing whose stockpile you want to add the partner to.
Related Topics Using Off-Page and Utility Connectors: An Overview, page 201
Tip If you do not want to place the connector in a stockpile of a specific drawing, you can select Stockpile at the bottom of the Plant hierarchy tree. 4. In the Drawing list area, select the drawing whose stockpile you want to add the partner to.
Note
If the partner connector is in a stockpile and is displayed in the Engineering Data Editor, you can move it from there. For more information, see Move a Connector to Another Stockpile, page 204.
Related Topics Using Off-Page and Utility Connectors: An Overview, page 201
Unlike the standard Delete command, which moves the selected item to the Stockpile, this command removes the selected items or connector and its partner from the model completely. In the case of the connector, the command is not available unless the partner connector is in the Stockpile.
Related Topics Delete a Connector From the Model, page 207 Using Off-Page and Utility Connectors: An Overview, page 201
This command is available only when the partner of the selected connector is stored in the Stockpile. If you want to move the connector to the Stockpile instead of deleting it completely from the database, click Delete on the shortcut menu.
Note
The selected connector and its partner in the Stockpile are removed from the model.
Related Topics Using Off-Page and Utility Connectors: An Overview, page 201
Instrument Loop Item Tag Structure Format Instrument Loop Function Tag Sequence Number Tag Suffix (Instrument Loop Function)-(Tag Sequence Number)(Tag Suffix)
Pipe Run Item Tag Structure Format Unit Code Tag Sequence Number Tag Suffix Fluid Code (Unit Code)(Tag Sequence Number)(Tag Suffix)-(Operating Fluid Code)
Creating P&IDs in SmartPlant P&ID: An Overview Equipment Item Tag Structure Tag Prefix Tag Sequence Number Tag Suffix Format (Tag Prefix)-(Tag Sequence Number)(Tag Suffix)
Equipment Component Item Tag Structure Format Nozzle Item Tag Structure Item Tag Signal Runs (Plant Item Type Pipe Run) Item Tag Structure Format Unit Code Operating Fluid Code Tag Sequence NumberTag Suffix Unit Code(Operating Fluid Code)-(Tag Sequence Number)(Tag Suffix) Tag Prefix Tag Sequence Number Tag Suffix (Tag Prefix)-(Tag Sequence Number)(Tag Suffix)
Notes
To refresh the instrument loop tag suffix in the Properties window, clear the selection of the instrument and then select it again. Item Tag cells for these item types are read-only except for those of signal runs, and Item Tag properties for instruments are not read-only so that implied instruments can have item tags that are assigned manually. For information on customizing the software, including item tag formats, see the SmartPlant P&ID Programmer's Guide or click Related Topics.
Related Topics Add Instruments to a Loop, page 178 Display Help for Programming With SmartPlant P&ID, page 13 Modify a Pump by Importing a SmartPlant P&ID Report into the Stockpile, page 268 Review and Edit Item Properties, page 87
You cannot annotate drawings by opening them in SmartSketch and adding dumb graphics to the drawing. Opening and saving a .pid file in SmartSketch can corrupt the file, making the drawing unusable. Note
Annotations are a way to place free remarks in a drawing. There are several design labels of different formats available in Catalog Explorer. Most of these labels require placing an annotation point or other design graphic on the drawing first and then attaching a label to the graphic. The plain annotation point is located in the Graphics folder under the Annotation node; however, there is one item in the Labels folder with an annotation point built into it. It is called Item Note & Label, and it looks like this:
1. Annotation point 2. Item note Related Topics Place a Revision Cloud, page 214 Place an Annotation, page 211
Place an Annotation
1. In the Catalog Explorer list view, select the annotation that you want to place from the Graphics folder. 2. Click to place the annotation at the appropriate place in the drawing. 3. Press Esc to quit placement mode. 4. To add text to the annotation, place a design label on the annotation. For more information, see Place a Two-Point Label, page 188 and Place a One-Point Label, page 186. 5. Assign text to the annotation in the Note Text property box in the Properties window. Tip
You can also assign text to the graphic in the Note Text property box for the graphic, and when you add a label, it automatically displays that text.
Note
You can resize annotations by dragging their parametric handles. For more information, see Scale a Parametric Item, page 239. There are several design labels of different formats available in Catalog Explorer. Most of these labels require placing an annotation point or other design graphic on the drawing first and then attaching a label to the graphic, as in the procedure above. The plain annotation point is located in the Graphics folder under the Annotation node; however, there is one item in the Labels folder with an annotation point built into it. The symbol is called Item Note & Label, and it looks like this:
1. Annotation point 2. Item note Related Topics Placing Labels: An Overview, page 182 Using Annotations: An Overview, page 210
You can place a rectangular area break by dragging the pointer in the Drawing view, like fencing items with the Select Tool.
Or you can place a multi-sided area break by clicking at a starting point and then clicking for each vertex of the shape. 3. Press Esc to quit placement mode.
4. Create a select set of the items that you want to include in the area break, including the area break shape itself. 5. In the Properties window, specify the properties for the select set. Notes
An area break is a logical grouping of design items. You can nest area breaks that have different values for the same property with one restriction: one area break must completely enclose the other area break. The value for the inside area break overrides the value for the outside area. For example, for a group of items, you can designate a portion as Supply By Contractor and a smaller portion as Supply By Owner. You can place area breaks that do not have common properties within or overlapping other area breaks.
Related Topics Selecting Drawing Items: An Overview, page 144 Working With the Properties Window: An Overview, page 83
Place a Package
1. Right-click the package symbol in Catalog Explorer in the Design node. 2. From the shortcut menu, select either Send to Stockpile or Send to Drawing Stockpile, whichever is appropriate. 3. Select the package in the stockpile. 4. In the Properties window, enter a value for the Item Tag property. 5. Press Esc to quit placement mode. 6. In the Drawing view, select items to be part of the package. 7. In the Properties window, choose Select Set from the Properties box. 8. In the Properties window, click in the Pkg Item Tag box and select the appropriate value displayed list. Tip
Some catalog items do not possess the Pkg Item Tag property. Do not include those items in your select set because the package item tag does not appear in the Properties window if any member of the select set does not possess that property.
Notes
Packages normally reside in a stockpile with their members residing on drawings. Moving the package itself to another stockpile has special limitations. For more information about moving plant item groups from one stockpile to another, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265. If the Properties window is not visible, you can display it by selecting an item and then selecting Edit > Properties on the main menu bar.
Related Topics Selecting Drawing Items: An Overview, page 144 Working With the Properties Window: An Overview, page 83
You can change the symbology, the line width and line style using the Symbology option in Options Manager.
When modifying the fluid code properties of a line, you select a fluid code from the select list. The fluid code list displays only codes beginning with the first letter of any previously selected fluid code for that line. To redisplay a complete list of available fluid code values, delete the property for the fluid system, and then the complete list of fluid code values appears. If the Properties window is not open, you can display it by selecting an item and then selecting Edit > Properties.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Mirror an Item Using Its Mirror Handle, page 241 Move a Select Set to Another Open Drawing, page 223 Move an Item Using the Move Button, page 219 Review and Edit Item Properties, page 87 Scale a Drawing Item, page 239 Scale a Parametric Item, page 239
Undo Command
Edit > Undo Allows you to reject the last action that you completed. Up to ten operations are saved in the undo list, and you can undo them by repeated use of the Undo command. The undo list is cleared if you perform any of the following actions:
Change the properties of the Drawing view on the View Properties dialog box Turn the display of inconsistency indicators off or on by clicking View > Show Inconsistencies Add a filter tab to the Drawing view Click File > Save Open a different drawing or toggle to another open drawing Open a new Drawing view or new Engineering Data Editor (EDE) Using commands in the EDE or on the Connector shortcut menu, move a connector to another drawing stockpile Changing or viewing the claim status of drawing objects
An undoable action is defined in several ways. Running a command is usually an action. Modifying item properties is an action, and the action ends when another item is selected. This definition of an action holds true for select sets, too, and for multiple items selected in the EDE. That is, modifying the properties of a select set is one action in and of itself, not one action for each member of the set. The Undo command does not reverse view manipulations; however, the View > Previous command is still available for that purpose. Related Topics Modifying and Moving Placed Items: An Overview, page 215 Undo Your Last Action, page 217
Pressing Ctrl + Z also undoes your last action. The Undo command stores up to 10 actions making this command available repeatedly. If the Undo button is not available, then the undo list has been cleared, and you can no longer undo your last action. Note
The Undo command does not reverse view manipulations; however, the View > Previous command is still available for that purpose.
Related Topics Modifying and Moving Placed Items: An Overview, page 215 Selecting Drawing Items: An Overview, page 144 Undo Command, page 216
Move Command
Edit > Move Moves items from one location to another. You can specify the locations by clicking the drawing sheet or by entering relative values in the Move ribbon. You can move one or multiple items at a time, and you can move select sets. You can access this command from the Edit menu or the main toolbar. Notes
If you want to move an item to another drawing, move it to the Stockpile, open the second drawing and place the item from the stockpile. If you move an item that owns other items, the owned items move also. For example, if you move a vessel that owns trays and nozzles, the trays and nozzles move with the vessel. You can use other view manipulation commands, such as Zoom, Fit, and Pan, while you are using the Move command. When you finish manipulating the view, the software returns you to the Move command at the point where you were when you started manipulating the view.
Related Topics Move an Item Using the Move Button, page 219
Move Ribbon
Specifies the from point and to point when you move items. Copy - Copies the items in the select set when you move them. Step Distance - Increases or decreases the value in the ribbon boxes. For example, typing a step value of 0.25 and pointing away from the from point increases the distance in discrete steps, from 0.25 to 0.5, 0.75, and so forth. X - Allows you to enter an explicit value for the distance to move in the x-coordinate, or you can simply observe the value as you drag the object. Y - Allows you to enter an explicit value for the distance to move in the y-coordinate, or you can simply observe the value as you drag the object. Related Topics Move an Item Using the Move Button, page 219 Move Command, page 217 Selecting Drawing Items: An Overview, page 144
Move an item with precision 1. On the main toolbar, click Select Tool. 2. Position the pointer over the item that you want to move, at a location where the software recognizes a keypoint . Tip The pointer snaps to the keypoint thereby making it easier for you to control the exact locus of the move. 3. Drag the item to its new position.
Related Topics Manipulating Items With Component Handles: An Overview, page 238 Modifying and Moving Placed Items: An Overview, page 215 Selecting Drawing Items: An Overview, page 144
If you want to copy the items, press Ctrl when you place the item.
Notes
If you move an item that owns other items, the owned items move also. For example, if you move a vessel that owns trays and nozzles, the trays and nozzles move with the vessel. You can drag an item without using Move. Select the item and then drag it to its new location. If you want to copy the item, press Ctrl while you drag. You can use the Move ribbon to specify the to point. The values are relative distances along the x- and y-axis, and you must click in the appropriate portion of the drawing to specify to which quadrant you want to move or copy the item or items. You can use other view manipulation commands, such as Zoom, Fit, and Pan, while you are using the Move command. When you finish manipulating the view, the software returns you to the Move command at the point where you were when you started manipulating the view. If you want to move an item to another drawing, move it to the Stockpile, open the second drawing, and place the item from the stockpile.
Move a Line
1. In the Drawing view, select the line that you want to move. 2. Point near the center of the appropriate line. 3. When the pointer turns into a double arrow location and release. Notes
The software applies geometrical line routing rules as you move a line. If you want to override those rules, press Shift as you move the line, or press Alt while routing a line or click Alter Segment on the Line Routing ribbon to override the current line vector and allow routing in any direction and at any angle. When you move a line segment, the software changes the length of attached line segments to accommodate the move. Press Esc at any time to stop changing the selected line. You can change values for the properties of the line by clicking the line and then selecting or typing the new values in the appropriate rows in the Properties window. If the Properties window is not open, you can display it by clicking the line and then selecting Edit > Properties on the main menu bar.
Related Topics Move a Line Using Vertex Handles, page 221 Routing Lines: An Overview, page 156
While moving the vertex handle to modify the line segment, click Alter Segment on the Line Routing ribbon or press Alt to allow the line segments to move freely at any angle. Press Esc at any time to stop changing the selected line. You can change values for the properties of the line by clicking the line and then specifying the new values in the appropriate rows in the Properties window. If the Properties window is not open, you can display it by clicking the line and then selecting Edit > Properties on the main menu bar.
The source and destination drawing must be open, and neither of these drawings can be read-only. The drawing objects to be moved must be selected. The selected items must not have a connection to any items outside the select set. You must have the appropriate permissions to modify the items in the select set.
If more than one possible destination drawing is open, the Move To Drawing dialog box appears, and you can select the appropriate destination drawing. The Move To Drawing command manipulates the select set in order to make sure the selected items are appropriate items to move. The command removes these objects from the select set:
Inserted OLE objects are automatically removed from the select set. Title blocks are automatically removed from the select set. If there is a label in the select set and the item that it labels is not in the select set, that label is removed. If there is a dependent object (such as a nozzle, equipment component, actuator, or item note) in the select set, and if the parent object that it is dependent upon is not in the select set, it is removed.
The command expands the select set to include the following objects:
If there are labels that are not in the select set but are attached to objects in the select set, these labels are automatically added to the select set. If there are dependent objects (such as a nozzle, equipment component, actuator, or item note) not in the select set but they are dependent on objects in the select set, these objects are automatically added to the select set.
OPCs cannot be moved from one drawing to another using this command. Related Topics Modifying and Moving Placed Items: An Overview, page 215 Move a Select Set to Another Open Drawing, page 223
For the purposes of placement in the destination drawing, the from point becomes the origin of the select set.
While you are using a from point (or to in the destination drawing), the pointer is a crosshair. 5. If more than one possible destination drawing is open, then select the desired destination drawing from the Available Drawings list on the Move To Drawing dialog box.
6. In the Drawing view of the destination drawing, click the to point. Notes
In order for the Move To Drawing command to be available, the following conditions must be met: The source and destination drawing must be open, and neither of these drawings can be read-only. The drawing objects to be moved must be selected. The selected items must not have a connection to any items outside the select set.
You must have the appropriate permissions to modify the items in the select set. Since you have to switch to a different drawing, the Undo command is not available for moving a select set to another drawing. Logical relationships are preserved (for example, loop or package relationships or plant group relationships). Also, if a logical group such as an instrument loop, whose members are all moved to the new drawing, resides in the source drawing stockpile, then that logical group moves to the stockpile of the destination drawing. OPCs cannot be moved from one drawing to another using this command.
Related Topics Modifying and Moving Placed Items: An Overview, page 215
Find Command
Edit > Find Displays the Find and Replace dialog box, which allows you to search a drawing for items by using catalog items or a filter or to find inconsistencies in your drawing. As drawing items are found, they are added to a select set. You can replace items by using the options on this dialog box, too. Related Topics Find a Drawing Item by Using a Catalog Item, page 227 Find an Item by Using a Filter, page 226 Find an Item by Using an Existing Drawing Item, page 228 Find Drawing Inconsistencies, page 226 Finding and Replacing Drawing Items: An Overview, page 225
For detailed information about all your drawing inconsistencies one-byone, right-click the selected inconsistency and click Properties. Leave the Consistency Check dialog box open, and click Find on the Find and Replace dialog box to display information on the next drawing inconsistency. Use the Direction options to change the order in which drawing items are found. Use the Scroll mode options to control how the Drawing view changes when an inconsistency is selected.
Related Topics Consistency Checking: An Overview, page 313 Finding and Replacing Drawing Items: An Overview, page 225
Use the Scroll mode options to control how the Drawing view changes when a drawing item is found. Use the Direction options to change the order in which drawing items are found.
Related Topics Finding and Replacing Drawing Items: An Overview, page 225
Notes
Use the Scroll mode options to control how the Drawing view changes when a drawing item is found. Use the Direction options to change the order in which single drawing items are found.
Related Topics Finding and Replacing Drawing Items: An Overview, page 225
On the dialog box, the Find what option is automatically defined according to the drawing item you selected in the first step.
Selecting Active window disables the Scroll mode option. Selecting Active Document enables the Scroll mode option. 4. Click Find to search for and select the next matching item in the drawing or click Find All to select all matches in the drawing.
Notes
Use the Scroll mode options to control how the Drawing view changes when a drawing item is found. Use the Direction options to change the order in which drawing items are found.
Related Topics Finding and Replacing Drawing Items: An Overview, page 225 Selecting Drawing Items: An Overview, page 144
Replace Command
Edit > Replace Displays the Find and Replace dialog box, which allows you to replace some or all of the drawing items that match the search criteria defined by the options on the Find tab. Related Topics Finding and Replacing Drawing Items: An Overview, page 225 Replace a Single Drawing Item, page 229 Replace an Item Using Replace Mode, page 233 Replace Multiple Drawing Items Using Catalog Items, page 231 Replace Multiple Drawing Items Using Filters, page 230
7. Click Replace to replace the selected drawing item and to find and select the next matching item. Tip
Click Replace All to replace all instances of the selected drawing item with the item specified in the Replace with box.
Note
Use the Scroll mode options to control how the Drawing view changes when a drawing item is replaced.
Related Topics Finding and Replacing Drawing Items: An Overview, page 225 Replace Multiple Drawing Items Using Filters, page 230 Selecting Drawing Items: An Overview, page 144
8. Click Replace All to replace all instances of the selected drawing item with the item defined in the Replace with box. Note
Use the Scroll mode options to control how the Drawing view changes when a drawing item is found.
Related Topics Finding and Replacing Drawing Items: An Overview, page 225 Replace a Single Drawing Item, page 229 Replace Multiple Drawing Items Using Catalog Items, page 231
8. Click Replace All to find and replace all matching items. Note
Use the Scroll mode options to control how the Drawing view changes when a drawing item is found.
Related Topics Finding and Replacing Drawing Items: An Overview, page 225
Tips
The Replace Mode command works for like objects only. The item that you want to replace in the drawing must be of the same class: equipment class, instrument class, and so forth. For instance, you can replace a vessel with another vessel, but you cannot replace a vessel with a pump. The software also takes into consideration the connect points that are in use on the currently placed item. This stipulation means you cannot replace an angled item for a straight item when the straight item is already connected at both ends. For example, you cannot replace a Flanged Nozzle with an Angle Parametric Nozzle if the nozzle is already connected to a pipe run, likewise for angled valves. If the drawing item can be replaced with the catalog item, the replace is displayed, and the drawing item is selected. icon appears, click to replace the drawing item with the
5. Continue to replace more items with your currently selected catalog item, or press Esc to quit placement mode. 6. Click Tools > Replace Mode again to turn Replace Mode off. Notes
You cannot use the Replace Mode option for pipe runs or signal lines. You also cannot use this mode to replace items that are multiple representations. The Replace Mode command also copies properties of the current item onto the new item.
Related Topics Cutting or Deleting Items: An Overview, page 245 Finding and Replacing Drawing Items: An Overview, page 225 Place Multiple Representations, page 154 Selecting Drawing Items: An Overview, page 144
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Find a Drawing Item by Using a Catalog Item, page 227 Find an Item by Using a Filter, page 226 Find an Item by Using an Existing Drawing Item, page 228 Find Command, page 68 Find Drawing Inconsistencies, page 226 Replace Command, page 228
Creating P&IDs in SmartPlant P&ID: An Overview Replace - Replaces the item selected when you clicked Find. The Replace button is available only when the item found can be replaced by the item defined in the Replace with box. Each time you click Replace, the located item is replaced, and the Find command continues based on the Direction setting. As each drawing item is found, the active view is updated based on the Scroll mode setting. Replace All - Replaces all items that match the Find what criteria with the item defined in the Replace with box without prompting you. After all of the replacements are completed, the software reports the number of matches found and the number of replacements that were made. The active view is also updated depending on the Scroll mode setting. Related Topics Find Command, page 68 Replace a Single Drawing Item, page 229 Replace Command, page 228 Replace Multiple Drawing Items Using Catalog Items, page 231 Replace Multiple Drawing Items Using Filters, page 230
Click Browse on the Add Filter Tab dialog box when you want to add a filter to the Drawing view. Click Browse on the Filter tab of the Define Report Items dialog box when you are choosing your report item type. Choose Filter in the Find what list on the Find tab of the Find and Replace dialog box.
New - Displays the New Filter dialog box, which allows you to specify a new simple or new compound filter. Properties - Allows you to edit the properties of the selected filter. This button displays the Filter Properties dialog box or the Compound Filter Properties dialog box, depending on your selection in the filter list. If you create a compound filter, select the individual simple filters that compose a compound filter and click Properties to view the Filter Properties dialog box for those simple filters. Related Topics Create a Simple Filter, page 136 Customize a Filter Tab for the Drawing View, page 138 Define the Contents of Your Report Template, page 357 Find an Item by Using a Filter, page 226 Replace Multiple Drawing Items Using Filters, page 230
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Find a Drawing Item by Using a Catalog Item, page 227 Find an Item by Using a Filter, page 226 Find an Item by Using an Existing Drawing Item, page 228 Find Command, page 68 Find Drawing Inconsistencies, page 226 Replace Command, page 228
The mirror handle allows you to mirror about the horizontal and vertical axes, defined in relation to the origin of the item. You can mirror items by dragging the mirror handle in the appropriate direction. The software shows you the result of the operation dynamically so that you can be sure to mirror the item correctly. The rotate handle provides a mechanism for rotating components around their origin. You can rotate items by dragging the rotate handle in the appropriate direction. The software shows you the result of the operation dynamically so that you can be sure to rotate the item correctly. Parametric handles allow you to modify different parts of parametric items. Standard parametric handles represent up to four driving dimensions that have been applied to an item. Parametric handles can be located in four standard positions: top center, bottom center, left center, and right center of the range of an item. You can scale the item parametrically by dragging any parametric handle. The software shows you the result of the operation dynamically so that you can be sure to scale the item correctly. Scale handles allow you to change the scale of a drawing item. A scalable symbol displays four solid square scale handles. A handle is displayed at each corner of the range of the symbol. You can drag any one of the handles, and the symbol scales either larger or smaller depending on the direction that you drag the handle.
Not all drawing items in can be mirrored, rotated, or scaled. Catalog Manager defines these properties for items when the symbols for the items are created. Note also that select sets cannot be mirrored or rotated with component handles. The Mirror and Rotate commands on the toolbar can be used for select sets.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Mirror an Item About an Existing Mirror Axis or Linear Element, page 242 Mirror an Item Using Its Mirror Handle, page 241 Rotate an Item About an Axis You Define, page 244 Rotate an Item Using Its Rotate Handle, page 244 Scale a Drawing Item, page 239 Scale a Parametric Item, page 239
3. Continue dragging the parametric handles until the item is the size that you want. Note
Certain properties of the parametric item, such as angle values, remain the same when you resize it.
Related Topics Modifying and Moving Placed Items: An Overview, page 215
A scalable symbol includes four solid square scale handles . A handle is displayed at each corner of the range of the symbol.
Scalable symbols are created by setting the IsScalable property of the symbol to True in Catalog Manager. 2. Drag any one of the handles to make the symbol either larger or smaller, depending on the direction that you drag the handle.
Related Topics Manipulating Items With Component Handles: An Overview, page 238 Modifying and Moving Placed Items: An Overview, page 215
Mirror Command
Edit > Mirror Reflects one or more selected items about a line or axis that you define. You can mirror without copying, or mirror and copy. To mirror an item using a defined mirror axis, click Mirror on the main toolbar. The software reflects one or more selected items about that axis. You can mirror the item itself, or you can make a copy of the item in the mirrored position. You can also use mirror handles. The mirror handle appears at the upper right of the item. For example, dragging a mirror handle across an x- or y-axis causes the item to appear mirrored about its center. Mirroring is displayed dynamically so that you can see the result of your action before you release the item to place it. Related Topics Mirror an Item About a Mirror Axis That You Define, page 241 Mirror an Item About an Existing Mirror Axis or Linear Element, page 242 Mirror an Item Using Its Mirror Handle, page 241
Mirror Ribbon
Appears on the main toolbar when the Mirror command is active, and allows you to either specify mirroring options or to observe mirroring options. Copy - Copies the item or items when you mirror them. Position Angle - Sets the angle of the mirror axis. The origin of the angle measurement is the point that you clicked for the beginning of the mirror axis. Setting the position angle to zero extends the axis horizontally to the right of the screen, 90 extends the axis vertically to the top, 180 extends the axis horizontally to the left, and 270 extends the axis vertically to the bottom. Note
To determine the option name on the ribbon, pause over an option and read the ToolTip.
Related Topics Mirror an Item Using Its Mirror Handle, page 241 Mirror Command, page 240
If you want to copy the mirrored items, hold Ctrl when you click to place your items.
Notes
Instead of positioning the mirror axis dynamically, you can use the Position Angle box on the Mirror ribbon. You can use other view manipulation commands, such as Zoom and Pan, while you are using the Mirror command. When you finish manipulating the view, the software returns you to the Mirror command at the point where you were when you started manipulating the view. If an actuator is upside down when placed on an instrument valve, then use Rotate or Mirror to align the actuator in the appropriate position.
If you want to copy the mirrored items, hold down Ctrl when you click to place your items.
Notes
You can use other view manipulation commands, such as Zoom and Pan, while you are using Mirror. When you finish manipulating the view, the software returns you to Mirror at the point where you were when you started manipulating the view. If an actuator is upside down when placed on an instrument valve, you can use Mirror to align the actuator in the appropriate position.
Related Topics Modifying and Moving Placed Items: An Overview, page 215
Rotate Command
Edit > Rotate Rotates one or more items a precise distance or angle about a specified point. To rotate and item, select the item and then click Rotate. To define the rotation axis, you must specify two points by clicking in the drawing. First Click - Defines the rotation point. Second Click - Defines the rotation handle. The software then dynamically displays a reference axis for the rotation. If you want to define a precise location for the rotation, you can enter values in the Rotate ribbon. You can enter increments in the Step Angle box if you want to control the increments of the rotation. For example, if the box is set to 30.0, the rotation is displayed in 30 degree increments. The default setting is 0 degrees so that the rotation is fully dynamic, that is, it can take on any value. The Rotation Angle box on the ribbon displays the angle of change between the old and new position. Angles are always displayed as a positive value.
Creating P&IDs in SmartPlant P&ID: An Overview Third Click - Completes the rotation of the item. Also, you can rotate an item about its center with the rotate component handle . Keeping the rotate component handle close to the center of an item causes the item to rotate at 90 degree increments. Dragging the rotate component handle further away from the center of the item causes the item to rotate at smaller angles. The angle increments become smaller the farther away your pointer is from the center of rotation. Related Topics Rotate an Item About an Axis You Define, page 244 Rotate an Item Using Its Rotate Handle, page 244
Rotate Ribbon
Appears when the Rotate command is active, and allows you to either observe rotation options as you rotate an item or specify rotation options. Copy - Creates a copy of the item that you are rotating. Position Angle - Displays the angle between the horizontal axis through the center of rotation (A) and the point that you rotate from (B). Then, if you rotate the item, the position angle (C) changes to become the angle between the horizontal axis and the point to which you rotate. The position angle is always a positive value measured counter-clockwise from the axis.
Rotation Angle - Defines the rotation angle. The rotation angle is the angle between the point from which you rotate and the point to which you rotate. In the following picture, the center of rotation (A) shows the point (B) from which you rotate the item.
Creating P&IDs in SmartPlant P&ID: An Overview The rotation angle (C) is the angle of change between the old and new positions of the rotated item. The value is always positive. Step Angle - Specifies the rotation step angle. The step angle specifies the increments, in degrees, that an item rotates on a rotation axis. You can enter increments in the Step Angle box. For example, if the box is set to 30.0, the rotation is displayed in 30 degree increments. The default setting is 0 degrees so that the rotation is fully dynamic. Related Topics Rotate an Item About an Axis You Define, page 244 Rotate an Item Using Its Rotate Handle, page 244 Rotate Command, page 242
You can click the rotate handle closer to or further from the center of the item to change the step angle for the rotation. You can rotate items using the Rotate button on the main toolbar, too.
Related Topics Modifying and Moving Placed Items: An Overview, page 215 Rotate an Item About an Axis You Define, page 244
To rotate by arbitrary increments, type a value in the Step Angle box on the Rotate ribbon. In order to copy the rotated items into the new position, you can hold Ctrl while you click to define the to point. You can use other view manipulation commands, such as Zoom and Pan, while you are using the Rotate command. When you finish manipulating the view, the software returns you to the Rotate command at the point that you were when you started manipulating the view.
Related Topics Copying Items: An Overview, page 253 Selecting Drawing Items: An Overview, page 144
You can press Delete on the keyboard to remove an item or a select set from the drawing. First, select the item or group of items in the drawing. Then you must point to the Drawing view before you press Delete. The software does not delete the item or group of items if the pointer is located anywhere outside the Drawing view. You can delete an item by selecting and right-clicking it. On the shortcut menu click Delete. If you select Delete from Model, the selected item is not only deleted from the drawing but also from the database. In other words, it is not placed in the Stockpile, regardless of its properties. Deleted stockpile items automatically go into the Stockpile. You can move an item into the stockpile of a specific drawing. For more information, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Cut an Item from the Drawing, page 246 Delete an Item from the Drawing, page 249 Move a Stockpile Item to the Stockpile of Another Drawing, page 265 Remove an Item from a Drawing, page 250 Remove an Item from the Model, page 251
Cut Command
Edit > Cut Cuts selected items from the drawing and pastes them to the Clipboard. The selected items replace the previous contents of the Clipboard. When you cut items, they go to the Stockpile, given appropriate stockpile settings. Related Topics Cut an Item from the Drawing, page 246 Cutting or Deleting Items: An Overview, page 245 Selecting Drawing Items: An Overview, page 144
After you cut an item and its associated properties, they are placed on the Clipboard. You can then use Paste or Paste Special to paste the item and its properties into the current drawing or into other drawings or documents. The properties of an item affect what happens when you cut or delete it. If the item has a TagReqdFlag property of True, which you set in Catalog Manager, and is included in the StockpileItems group, which you set in Options Manager, cutting or deleting the item from the drawing places the item in the Stockpile. However, the data associated with the item remains in the database. If the TagReqdFlag property is False, when you cut or delete the item it is removed from the database as well as the drawing. However, off-page and utility connectors are always placed in the Stockpile when deleted regardless of the TagReqdFlag property and settings in Options Manager. Deleted stockpile items automatically go into the Stockpile. You can move an item into the stockpile of a specific drawing. For more information, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Cutting or Deleting Items: An Overview, page 245 Linking and Embedding Objects: An Overview, page 273 Move a Stockpile Item to the Stockpile of Another Drawing, page 265
Paste Command
Edit > Paste Inserts the Clipboard contents at the same location that the items occupied in the source document or drawing. The command is not available if the Clipboard is empty. Related Topics Cutting or Deleting Items: An Overview, page 245 Paste an Item With a Different Format, page 280 Paste an Item, page 247
Paste an Item
1. Open the drawing in which you want to paste the contents of the Clipboard. 2. On the main toolbar, click Paste then select Paste. Notes
The contents of the Clipboard remain unchanged until you use the Copy or Cut command again. Equipment components cannot be pasted back into the drawing after they have been removed using the Cut command. You cannot paste items if the Clipboard is empty (that is, if you have not previously used the Copy or Cut commands). Pasted text and items remain selected after you use the Paste command.
You can access this command when you right-click a blank area in a drawing or table, too. On the shortcut menu click Select All.
Related Topics Select an Item, page 147 Selecting Drawing Items: An Overview, page 144
Delete Command
Edit > Delete Removes the selected item. You cannot paste items that you delete; however, if the item moves to the Stockpile on deletion, then you can place that item again from the stockpile. Notes
The properties of an item affect what happens when you cut or delete it. If the item has a TagReqdFlag property of True, which you set in Catalog Manager, and is included in the StockpileItems group, which you set in Options Manager, cutting or deleting the item from the drawing places the item in the Stockpile. However, the data associated with the item remains in the database. If the TagReqdFlag property is False, when you cut or delete the item it is removed from the database as well as the drawing.
However, off-page and utility connectors are always placed in the Stockpile when deleted regardless of the TagReqdFlag property and settings in Options Manager. Also, you can press Delete on the keyboard to remove an item or a group of items in a fence from the drawing. First, select the item or group of items in the drawing. Then you must point to the Drawing view before you press Delete. The software does not delete the item or group of items if the pointer is located anywhere outside the Drawing view. Deleted stockpile items automatically go into the Stockpile. You can move an item into the stockpile of a specific drawing. For more information, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265.
Related Topics Cutting or Deleting Items: An Overview, page 245 Delete an Item from the Drawing, page 249 Move a Stockpile Item to the Stockpile of Another Drawing, page 265 Selecting Drawing Items: An Overview, page 144
Tip
When you use the Delete key on the keyboard to remove an item or items from the drawing, you must point to the Drawing view before you press Delete. The software does not delete the item if the pointer is located anywhere outside the Drawing view.
Notes
If you want to delete the item, its location in the drawing, and its properties in the database, right-click the item and select Delete From Model from the shortcut menu. The item is not placed in the stockpile regardless of its settings or properties. Deleted stockpile items automatically go into the Stockpile. You can move an item into the stockpile of a specific drawing. For more information, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Cutting or Deleting Items: An Overview, page 245 Selecting Drawing Items: An Overview, page 144
You can press Delete on the keyboard to remove an item or a group of items from the drawing, too. First, select the item or items in the drawing. Then you must place the pointer in the Drawing view and press Delete. The software does not delete the item if the pointer is located anywhere outside the Drawing view. Or you can select Edit > Delete on the main menu bar after you select the items. You can also delete an item from the model when it is already in a stockpile. Select the item in the Engineering Data Editor, and click the Delete Stockpile Item command on the Stockpile menu of the Engineering Data Editor.
Notes
The properties of an item affect what happens when you cut or delete it. If the item has a TagReqdFlag property of True, which you set in Catalog Manager, and is included in the StockpileItems group, which you set in Options Manager, cutting or deleting the item from the drawing places the item in the Stockpile. However, the data associated with the item remains in the database. If the TagReqdFlag property is False, when you cut or delete the item it is removed from the database as well as the drawing. For more information on deleting items from the model, see Remove an Item from the Model, page 251. When you delete inline components, the software automatically mends the pipe or signal run. A stockpile item that is deleted automatically goes to the Stockpile. You can move it to a drawing stockpile from the Stockpile.
Related Topics Cutting or Deleting Items: An Overview, page 245 Modifying and Moving Placed Items: An Overview, page 215 Move a Stockpile Item to the Stockpile of Another Drawing, page 265
Unlike the standard Delete command, which moves the selected item to the Stockpile, this command removes the selected items or connector and its partner from the model completely. In the case of the connector, the command is not available unless the partner connector is in the Stockpile.
Related Topics Delete a Connector From the Model, page 207 Using Off-Page and Utility Connectors: An Overview, page 201
You can delete a select set from the model by choosing the items and then right-clicking on any member of the set to display the shortcut menu.
You can also delete an item from the model when it is already in a stockpile. Select the item in the Engineering Data Editor, and click the Delete Stockpile Item command on the Stockpile menu of the Engineering Data Editor. 2. On the shortcut menu, click Delete from Model to delete the item from the drawing and from the plant model. That is, the item is not placed in the stockpile, and when you save the drawing, no data associated with the item remains in the database.
Notes
You can only remove items from the plant model that do not share a relationship with another drawing. You can permanently remove items that are not flagged as required for the model by selecting Delete from the shortcut menu.
The properties of an item affect what happens when you cut or delete it. If the item has a TagReqdFlag property of True, which you set in Catalog Manager, and is included in the StockpileItems group, which you set in Options Manager, cutting or deleting the item from the drawing places the item in the Stockpile. However, the data associated with the item remains in the database. If the TagReqdFlag property is False, when you cut or delete the item it is removed from the database as well as the drawing. When you delete inline components, the software automatically mends the pipe or signal run. Deleted stockpile items automatically go into the Pant Stockpile. You can move an item into the stockpile of a specific drawing. For more information, see Move a Stockpile Item to the Stockpile of Another Drawing, page 265.
Related Topics Modifying and Moving Placed Items: An Overview, page 215 Move a Stockpile Item to the Stockpile of Another Drawing, page 265 Remove an Item from a Drawing, page 250
Copy Command
Edit > Copy Copies selected items to the Clipboard. This command replaces the previous contents of the Clipboard with the new contents. Related Topics Copy an Item With the Select Tool, page 254 Copy an Item, page 253 Cutting or Deleting Items: An Overview, page 245
Copy an Item
1. Select an item. 2. On the main toolbar, click Copy Notes
After you copy an item, it is placed on the Clipboard. Then you can use Paste to place it on the current drawing. When you paste the item, the software frequently pastes it on top of the item that you copied. To see the pasted item, drag it to its new location in the drawing. You can copy an item with the Move command,too. Select the item, click Move on the toolbar, and press Ctrl as you place the item in the drawing. You can do the same with a select set.
Creating P&IDs in SmartPlant P&ID: An Overview Related Topics Copying Items: An Overview, page 253 Linking and Embedding Objects: An Overview, page 273 Selecting Drawing Items: An Overview, page 144
Related Topics Create a Select Set From a Line, page 256 Customize the Properties Window, page 86 Select an Item, page 147
The Run option means that lines in a single run are selected. The Line option selects runs that are connected at end points, including components. The Network option adds branches, and the Drawing option selects all the runs and inline components in the open drawing. Include Runs - Incorporates lines into the select set. Include Components - Adds inline components into the select set.
Creating P&IDs in SmartPlant P&ID: An Overview Matching Properties - Displays options for defining the select set according to common properties. The properties for the originally selected item are displayed by default. Alphabetic - Lists properties in alphabetical order. Categorized - Displays properties grouped by specific categories. By default the properties are displayed categorically. Categories are defined and properties are assigned to those categories in Data Dictionary Manager. Preview - Highlights in the Drawing view the items that are selected according to common properties in the Properties List of this dialog box. Properties List - Allows you to choose common properties for your select set. You can select more than one property in this list by using the Ctrl or Shift keys. Related Topics Create a Select Set From a Line, page 256 Select an Item, page 147 Select Connected Items Command, page 255
Tips
You can use the Ctrl or Shift buttons to select more than one property value. You can choose an empty property value for matching criterion, too.
Creating P&IDs in SmartPlant P&ID: An Overview If no properties are displayed in the dialog box, select a line segment or component in the drawing that already has a property value you know you are interested in. 7. Click the Preview button to see the items that qualify according to the matching criteria chosen in the previous step. The matching items are highlighted in the Drawing view.
8. Once you have selected the items you want for your select set, click OK. The selected items are centered in the Drawing view. 9. Use the Selected Items list in the Properties window to display the common properties for the select set. For more information, see Customize the Properties Window, page 86. Notes
If you click Cancel, the Select Connected Items dialog box closes, and the original item is selected in the drawing.
Related Topics Select an Item, page 147 Selecting Connected Items: An Overview, page 254
Description - Allows you to type a description for the item. This box can contain a link to a Web address, formatted like this: http://www.intergraph.com. You can also link to a file on your file system by entering the path like this: file://UNC_path/share/document.extension. Note
Very long descriptions are not displayed in their entirety in labels, reports, and so forth.
Related Topics Properties Window Command, page 84 Review and Edit Item Properties, page 87
Description - Allows you to type a description for the item. This box can contain a link to a Web address, formatted like this http://www.intergraph.com. You can also link to a file on your file system by entering the path like this: file://UNC_path/share/document.extension.
Related Topics Properties Window Command, page 84 Review and Edit Item Properties, page 87
Matching - Lists all insulation specifications that match any already chosen values, such as Insulation Type or Insulation Purpose. All - Lists all the insulation specifications in the plant insulation specification file. Note
The path to the plant insulation specification file is defined in Options Manager. Any modifications to insulation specifications are carried out in Insulation Specification Manager.
If you have already specified other insulation properties, such as the insulation temperature, type, or purpose, then the Matching list contains only those insulation specifications that agree with the properties already chosen; nonetheless, you can choose a specification from the All list.
Note
If you assign a heat tracing to an item before you assign insulation properties, your choices of insulation properties and specifications are restricted.
Related Topics Modifying Item Properties: An Overview, page 258 Selecting Drawing Items: An Overview, page 144
Description - Allows you to type a description for the item. This box can contain a link to a Web address, formatted like this: http://www.intergraph.com. You can also link to a file on your file system by entering the path like this: file://UNC_path/share/document.extension. Note
Very long descriptions are not displayed in their entirety in design labels.
Related Topics Properties Window Command, page 84 Review and Edit Item Properties, page 87
Description - Allows you to type a description for the item. This box can contain a link to a Web address, formatted like this: http://www.intergraph.com. You can also link to a file on your file system by entering the path like this: file://UNC_path/share/document.extension. Note
Related Topics Place an Inline Instrument, page 175 Review and Edit Item Properties, page 87
Notes
If the item you place has multiple orientations in relation to other items, you can use the Configuration tool to select the appropriate placement for the item. For more information, see Place an Item With the Configuration (PickQuick) Tool, page 149. You can enter values for properties of the placed item by selecting the item, and then clicking Edit > Properties to display the Properties window. You cannot use Replace Mode mode to replace drawing items with items from the Engineering Data Editor.
Related Topics Configuration (PickQuick) Tool, page 146 Navigating in the Engineer Data Editor: An Overview, page 38
3. On the Move to Different Stockpile dialog box, choose a drawing from the list and click OK. Note
Plant item groups, such as instrument loops, packages, safety classes, and so forth, frequently reside in a stockpile with their members residing on drawings. Moving the plant item group itself to another stockpile has special limitations: From a drawing stockpile to the Stockpile - No constraints apply. This action can occur at anytime. From the Stockpile to a drawing stockpile - If the plant item group contains only items in the destination drawing or does not contain items in any drawing, this action is allowed. From a drawing stockpile to another drawing stockpile - Same constraint as above applies.
Plant item groups are listed in Data Dictionary Manager. Related Topics Navigating in the Engineer Data Editor: An Overview, page 38
Creating P&IDs in SmartPlant P&ID: An Overview XML Tags and Descriptions Tag <?xml version="1.0"?> <Preamble> <Items> Description Identifies the XML file and the version used Ignored by SmartPlant P&ID Indicates beginning of the list of all item types and properties to be imported, and must have corresponding </Items> tag Defines Classification and Symbol File: Classification - Database Item Type, Symbol File - Path to symbol to be created in stockpile Ignored by SmartPlant P&ID. Indicates the beginning of the list of properties to be imported for the item type Imported property for the item type: AttributeName Derived from the Data Dictionary Manager property name, not the display name, and must be in double quotes; Attribute Value - Must be in double quotes, and specify the actual value, not the index number, even for select-listed values; AttributeUnits - Specify if the property has units of measure, and must be a valid format; ITEMTAG - must be one of the properties listed.
</Identification>
Notes
The log file for import activities is called SPImport.log and is saved to your local Temp directory. For examples of importing pumps into the database using the Equipment List, click Related Topics.
Related Topics Add an Item to the Stockpile from Catalog Explorer, page 67 Generate a Report, page 334 Import Aspen Zyqad Stream Data, page 329 Modify a Pump by Importing a SmartPlant P&ID Report into the Stockpile, page 268 Populate the Stockpile from a Spreadsheet, page 267
The status bar at the bottom of the SmartPlant P&ID window displays the progress of the import activity.
You can populate the stockpile with items from Aspen Zyqad exported spreadsheets and some SmartPlant reports. 3. On the Import Log dialog box, you can click Report in order to open the log file and view notes on the import process, or you can click Close.
Important
If a format change is made to an exported Aspen Zyqad report, you must make modifications the import code to accommodate the changed report layout. Notes
Aspen Zyqad spreadsheets in either Microsoft Excel or XML format are supported. These spreadsheets include the Vessel Equipment List, Pump Equipment List, and Heat Exchanger Equipment. Stockpile items that come from importing Aspen Zyqad data can be easily updated by re-importing a data file. Previously imported items, whether they remain in the stockpile or have already been placed in the drawing, are updated with data from the newly imported file. Importing Aspen Zyqad XML data files allows greater flexibility when importing data into the software. All three reports, Equipment, Pumps, and Exchangers, are included in a single XML report so that only one file has to be imported. You can use the Equipment List, Pipe Run List, and Equipment Nozzle List Reports from SmartPlant to define properties of items already placed in the drawing, too. Items must have an assigned item tag prior to definition or modification of properties. In addition, these reports can create occurrences of items in the stockpile. See the SmartPlant P&ID Programmer's Guide Help file for more information on import code and other importing parameters. Click Help > Programming with SmartPlant P&ID.
Related Topics Using Reports to Import Items into the Stockpile, page 265
Importing new pipe runs using the Pipe Run List report is a little different because it also includes SP_ID and Fluid Code columns. The method above is valid, but you must be careful with row copy and paste because the layout is a little different. Additionally, you must clear the SP_ID value. The delivered Item Tag format for pipe runs is unit code - tag sequence number - tag suffix - fluid code.
Related Topics Importing Aspen Zyqad Stream Data, page 329 Using Reports to Import Items into the Stockpile, page 265
AutoGap Command
Tools > AutoGap Turns automatic gapping on or off in the drawing. Gapping refers to the condition that exists when two lines intersect graphically on the drawing but do not physically intersect in the plant. When AutoGap is on, the software automatically gaps drawings during the working session each time that you modify an item, when you print, or when you save a file. A progress indicator at the bottom of the window alerts you to avoid selecting another command while the software completes the gapping. The Gap Now command does not affect the setting for AutoGap. When AutoGap is off, the software does not automatically gap drawings. By default, automatic gapping is off. Notes
Using Gap Now, instead of leaving AutoGap on, improves the performance of the software. The toolbar contains an AutoGap button off. for turning AutoGap on and
Related Topics Gapping Lines: An Overview, page 269 Turn AutoGap On or Off, page 270
You can turn the automatic gapping on or off by clicking AutoGap the main toolbar, too. Notes
on
When you route lines and AutoGap is on, gaps appear automatically. The status bar at the bottom of the window alerts you to avoid selecting another command while the software completes the gapping.
Using the Gap Now command does not affect any setting for the AutoGap command. Using Gap Now instead of leaving AutoGap on improves the performance of the software.
Related Topics Gapping Lines: An Overview, page 269 Routing Lines: An Overview, page 156
Any user can update drawings using these commands. However, check your permissions, which are assigned in SmartPlant Engineering Manager, to find out if you can make changes to the plant-wide symbology in Options Manager. Once you load the current plant-wide definitions into your drawing, you cannot revert to previous definitions. However, you can always override plant-wide symbology choices in your drawing by using drawing filters and choosing alternate symbology for items.
Related Topics Customize a Filter Tab for the Drawing View, page 138 Update Label Settings, page 190 Update Line Settings, page 272 Update Symbology, page 272
Update Symbology
1. Open a drawing. 2. Click Tools > Update Symbology. Notes
The line width and color symbology for your active drawing is changed to the most recent symbology defined in Options Manager. You do not have to update symbology for this drawing again, even if you end your design session, unless Options Manager symbology changes again. Redefining symbology in Options Manager usually only affects drawings created after the change. The Update Symbology command makes it possible to override this constraint. Once you load the current plant-wide symbology definitions into your drawing, you cannot revert to previous definitions. However, you can always override plant-wide symbology choices in your drawing by using drawing filters and choosing alternate symbology for items. For more information, see Customize a Filter Tab for the Drawing View, page 138.
Related Topics Updating Options Manager Settings: An Overview, page 271 Using Filters: An Overview, page 130
Note
Two settings, Minimum Connector Segment and Routing Self-Avoidance, in Options Manager control the behavior of pipe and signal runs when they are placed in a drawing or when an inline component is placed on a run. You can change these settings in Options Manager, but the new values only affect lines placed after the change. The ApplySettingsCmd.dll macro applies the latest settings to all runs on the current drawing. You must run this macro for every drawing individually.
You can cut and paste an item to delete it from one location and move it to another location. You can copy and paste an item to duplicate it in another location. Linking stores data in one location and places a copy with a link in another location. When you change the original data, the copy can be updated either automatically or manually. Embedding copies information and stores the information in another document that was created in a different application. If you change the embedded object, the original information does not change and vice versa.
Linking or Embedding An object is data from one application that you insert in a drawing. You can link or embed information between drawings or documents that were created with this software and OLE software. Linking stores data in one location and places a copy and a link in another location. The linked data is stored in the source document itself. When you paste the information in the destination document with the Paste Link option, a reference point or box is inserted into the destination document. This box displays the information that you pasted. When you change the original data, the pasted data is updated either automatically or manually. You can edit the linked information by opening the source document. You can insert linked information with the Paste Special command on the Edit menu. You can link an entire document to another document by inserting the information with the Insert > Object command on the Edit menu. Embedding copies data in one document and stores the information in another document. If you change the copied data, the original information does not change, and vice versa. You can embed information with the Paste Special command on the Edit menu. You can embed an entire document inside another document by inserting the information with the Insert > Object command on the Edit menu.
Creating P&IDs in SmartPlant P&ID: An Overview If you want to keep the document size small, then link the data to another document. Linked information increases the document size only by the size of the displayed image, not by the size of the data itself. Linking is also useful when you want to share information in many different places and set that information to update automatically. For example, if you want to display a drawing in several different reports that you created in Microsoft Word, you could link the drawing inside the documents that contained the reports. Then, later, you could update the drawing by editing it in this software. Each report would automatically display the results of the drawing updates. If document size is not an important factor, then use embedding. Embedded objects make the file size larger. Embedding is useful when the person viewing the document with the embedded information does not have access to the software that created the object. The person can still view the information if it is embedded in the document. For example, if you wanted to send out several drawings for review, you could embed each drawing into a Microsoft Word document and send the Microsoft Word document to each reviewer. Embedded information is also a good choice if the information does not need updating. Embedding by Cutting or Copying, and Pasting The easiest way to embed an object is to use the Cut, Copy, and Paste commands on the Edit menu in any OLE software. If you copy or paste information into an application in which you cannot edit the information, the software automatically embeds the information in the document. You can then edit the embedded information with the software that created it. If you cannot edit the information, the information appears as a static picture. Notes
If you want to copy the information, and not remove it from its original location, press Ctrl while dragging. On the Paste Special dialog box be sure that you select Paste and not Paste Link. Or if you want to link the object, select Paste Link on the dialog box.
Linking or Embedding an Object If you want to insert an existing document, you can use Edit > Insert > Object, too. On the dialog box, select the Create From File option and then enter the name, or browse to the document. The entire document is embedded into the drawing. Notes
If you want to embed the existing object, make sure you have not selected Link on the dialog box. If you want to link the existing object, select Link on the dialog box.
Creating P&IDs in SmartPlant P&ID: An Overview Editing a Linked or Embedded Object To edit an object, you can double-click the object to open the software that created the object. If you do not have the source software installed, you cannot edit the object. The menus and toolbars of the current software are temporarily replaced by the menus and toolbars of the software that just opened. Notes
You can click commands on a shortcut menu to activate the software that created the object. To get the shortcut menu, right-click the embedded object. You can type an URL with http syntax in the Description dialog box to link World Wide Web documents to an item. Symbols in drawings usually point to the catalog associated with the current plant. If items inadvertently point to the wrong catalog, you can correct this problem by using the CheckFilePathsCmd macro. See Related Topics for more information. Important
Linked or embedded files are not transferred by workshare. You must transfer those files manually, and they should be located in the same directory as the drawing files.
Related Topics Break a Link, page 283 Change a Link, page 282 Check Symbol Paths, page 283 Edit an Embedded Object, page 282 Embed a New Object, page 277 Link or Embed a Previously Existing Object, page 278
Image Command
Edit > Insert > Image Opens the Insert Image dialog box, where you can embed an image into a drawing. You can edit the embedded image by double-clicking it. Related Topics Break a Link, page 283 Change a Link, page 282 Embed a New Object, page 277 Link or Embed a Previously Existing Object, page 278 Linking and Embedding Objects: An Overview, page 273
Embed an Image
1. Click Edit > Insert > Image. 2. On the Insert Image dialog box, browse to the folder and image file that you want to embed in your drawing. 3. Click OK. Tip A box that is the size of the image appears at the end of the pointer so that you know where the image fits in the drawing. 4. Move the pointer to the location in the drawing where you want to place your image and click to place it.
Object Command
Edit > Insert > Object Opens the Insert Object dialog box, where you can insert objects into a drawing with linking or embedding. The difference between linking and embedding is the method for storing and updating data.
When you link an object to a drawing, the drawing stores information about the location of the object, but the object itself is not stored in the drawing. When you embed an object in a drawing, the software stores a copy of the object in the drawing. When you change a linked object, all drawings that have links to that object are updated. When you change an embedded object, the software updates only the copy of the object stored in the drawing.
The Insert Object command inserts any OLE-enabled object, such as a Microsoft Word file, .avi document, or CAD drawing, such as a .dwg drawing. You can edit an embedded object by double-clicking it. You can edit a linked object by clicking Edit > Links and selecting Open Source. Related Topics Break a Link, page 283 Edit an Embedded Object, page 282 Embed a New Object, page 277 Link or Embed a Previously Existing Object, page 278 Linking and Embedding Objects: An Overview, page 273
Tip The contents of the list depend on the applications that are installed on your computer and that support linking and embedding. 4. After you create the object in its separate window, click File > Exit or File > Update in the source application. If a message appears asking if you want to update the document, click the Yes button.
5. Click the pointer, which now includes a box the size of the object at its end, at the location in the drawing where you want to insert the object. 6. If the software temporarily replaces some of the menus and toolbars, click anywhere outside the embedded object. Caution
Do not use these procedures to create a symbol file. If you attempt to create a symbol source file, serious problems result in the drawing. Use Catalog Manager to create, change, or update symbols. Notes
You can move the embedded object again at any later time. For more information, see Move an Item With the Select Tool, page 218 or Move an Item Using the Move Button, page 219. You can place an object on the Clipboard and then embed it by using Edit > Paste Special. For more information, see Paste an Item With a Different Format, page 280. With this procedure, you embed an entire document; you cannot embed a selection in a document. If you insert a document into the drawing, the terminators, spaces, text, and styles appear in paper units relative to the source document. This behavior can cause the dimensions and text to appear very large or small in the drawing.
The software creates automatic links by default. An automatic update occurs when the drawing is opened: if a change is made to the source document and the drawing is already open, the change does not appear in the drawing until it is closed and re-opened. The software updates manual links only at the time that you indicate. To change the way the software updates links, click Edit > Links and specify automatic or manual update mode for each link. In the Description box in the Properties window, you can type an URL with http syntax to link documents to an Internet item. Click the ellipses to open the Description dialog box. Important
Linked or embedded files are not transferred by Workshare. You must transfer those files manually, and they should be located in the same directory as the drawing files. Once you embed a border file into a drawing template and a drawing is created in Drawing Manager using that template, any changes to the border file are not reflected in drawings created prior to the change. For more information about creating drawing templates, see Create a Drawing Template, page 121.
Related Topics Cutting or Deleting Items: An Overview, page 245 Linking and Embedding Objects: An Overview, page 273
Do not use these procedures to change a symbol file. If you attempt to update, change, break, or open the symbol source file, serious problems result in the drawing. Use Catalog Manager to change or update symbols.
You can move the object at any time later. For more information, see Move an Item With the Select Tool, page 218 or Move an Item Using the Move Button, page 219. You can place an object on the Clipboard and then embed it by using Edit > Paste Special. For more information, see Paste an Item With a Different Format, page 280. You can embed an OLE object, such as a Microsoft Word document or Microsoft Excel workbook, by dragging the file from Windows into a drawing, too. With this procedure, you can create a link only to an entire document; you cannot link to a selection in a document. You can link an OLE by dragging a document from the Windows environment onto the drawing also. You must press the Ctrl + Shift keys while dragging to link the information. If you do not press these keys, the information is embedded. If you insert a document into the drawing, the terminators, spaces, text, and styles appear in paper units relative to the source document. This behavior can cause the dimensions and text to appear very large or small in the drawing. The software creates automatic links by default. An automatic update occurs when the drawing is opened: if a change is made to the source document and the drawing is already open, the change does not appear in the drawing until it is closed and re-opened. The software updates manual links only at the time you indicate. To change the way the software updates links, click Edit > Links and specify automatic or manual update mode for each link. In the Description box in the Properties window, you can type an URL with http syntax to link documents to an Internet item. Click the ellipses to open the Description dialog box. Important
Linked or embedded files are not transferred by Workshare. You must transfer those files manually, and they should be located in the same directory as the drawing files.
Related Topics Cutting or Deleting Items: An Overview, page 245 Linking and Embedding Objects: An Overview, page 273
3. In the As list, select the format that you want to use to paste the information from the list of available options. Tip
Notes
The contents of the Clipboard remain unchanged until you use the Cut or Copy command again. If you select an item for the insertion point and that item cannot be replaced, the Clipboard contents are not pasted over the selected item. Pasted text and items remain selected after you use the Paste Special command until you select another item or click Esc.
Related Topics Cutting or Deleting Items: An Overview, page 245 Linking and Embedding Objects: An Overview, page 273
Links Command
Edit > Links Edits or updates links to objects in another document. The Links dialog box opens. This command lets you manipulate Object Linking and Embedding (OLE) objects. You can change links for Microsoft Word documents, Excel workbooks, and other OLE objects. Caution
Do not use this command to change a symbol file. If you attempt to update, change, break or open the source file, serious problems result in the drawing. Use Catalog Manager to change or update symbols. Note
The software does not translate OLE objects that you have linked to your document when you export a .pid file to a MicroStation or AutoCAD file.
Related Topics Edit a Linked Object, page 281 Linking and Embedding Objects: An Overview, page 273
5. Click File > Save to save the changes in the source file. Related Topics Linking and Embedding Objects: An Overview, page 273 Working with Drawings: An Overview, page 102
If you are editing the object in a separate application window, click either Exit or Update on the File menu to return to the design software. If you are editing the object in software that temporarily replaces menus and toolbars, click anywhere outside the embedded object to return to the design software.
Change a Link
1. Select Edit > Links. 2. In the Links dialog box, click the link that you want to change. 3. Click Change Source. 4. In the File Name box, specify the file that you want to change the link to. Tip
If you do not see the file that you want to link to, browse to a different drive or folder.
Note
If you have other links to the same source file, make sure you update all links to the new source file. Caution
Do not use these procedures to change a symbol file. If you attempt to update, change, break, or open the symbol source file, serious problems result in the drawing. Use Catalog Manager to change or update symbols.
Break a Link
1. Click Edit > Links. 2. Select the link or links that you want to break. 3. Click Break Link. 4. When the software asks you to confirm that you want to break the link, click Yes. 5. Click Close. Caution
Do not use this command to edit a symbol file. If you attempt to update, change, break, or open the symbol file, serious problems result in the drawing. Use Catalog Manager to change or update symbols.
Notes
The CheckFilePathCmd macro checks the directory paths in the file names of all symbols used in the plant, and it creates a log file that reports all symbols missing from the current catalog. The log resides in your Temp directory and is named CheckFilePathsFor_yourplant.log.
Assemblies can be created in one plant and used in another. However, the file structure and symbols must be identical. If you try to place an assembly into a plant that uses a different file structure, you get an error message that the software cannot find your reference files. The assembly placement quits. Move the symbols that cannot be found to the location indicated in the error message.
Related Topics Create an Assembly, page 286 Place an Assembly, page 287
The Save As Assembly command does not constitute an undoable action; therefore, it does not appear as a step available for the Undo command.
Related Topics Create an Assembly, page 286 Place an Assembly, page 287 Working With Assemblies: An Overview, page 284
Create an Assembly
1. Select several components in the drawing. Tips
You can select more than one item at once by dragging the pointer to fence objects.
To remove an item from the selection, click it while pressing Ctrl. 2. Click File > Save As Assembly.
3. Use the red target that appears at the end of your pointer to specify the origin of the assembly for placement. Tip You can only use a standalone symbol as the origin of an assembly. For example, you cannot use labels, pipe runs, signal runs, or child items; however, you can use unattached ends of pipe runs. 4. On the Save Assembly dialog box, enter the file name.
Any graphics that have been band-aided should be deleted and replaced prior to using this command. The file extension for assemblies is .pid. You can save an assembly in any directory that you want, but the default assembly path is specified in Options Manager. If you use the default folder, then you can retrieve the assembly from Catalog Explorer. In order to save assemblies, you must have write permissions to the folder defined in Options Manager. Assemblies can be created in one plant and used in another. However, the file structure and symbols must be identical. If you try to place an assembly into a plant that uses a different file structure, you get an error message that the software cannot find your reference files. The assembly placement quits. Move the symbols that cannot be found to the location indicated in the error message.
Related Topics Place an Assembly, page 287 Selecting Drawing Items: An Overview, page 144 Working With Assemblies: An Overview, page 284
Place an Assembly
1. In the Catalog Explorer list view, click the assembly that you want to place. 2. Use the red target that appears at the end of your pointer to position the assembly appropriately. Tips
The red target is the origin of the assembly. Some assembly members also appear during placement to aid you.
Press Esc to quit placement mode, or you can escape placement mode by right-clicking. 3. Connect the pipe runs and instruments on either side of the assembly.
Tip You cannot place an assembly into a line that is already routed. 4. Modify or delete individual components in the assembly as necessary.
Move an Item Using the Move Button, page 219 Mirror an Item About an Existing Mirror Axis or Linear Element, page 242 Rotate an Item About an Axis You Define, page 244 Delete an Item from the Drawing, page 249 Notes
Assemblies are stored in a specific folder, Assemblies, in the Catalog Explorer tree view. Assemblies can be created in one plant and used in another. However, the file structure and symbols must be identical. If you try to place an assembly into a plant that uses a different file structure, you get an error message that the software cannot find your reference files. The assembly placement quits. Move the symbols that cannot be found to the location indicated in the error message. You can only use a standalone symbol as the origin of an assembly. For example, you cannot use labels, pipe runs, signal runs, or child items; however, you can use unattached ends of pipe runs. You can save an assembly in any directory that you want, but the default assembly path is specified in Options Manager. If you use the default folder, then you can retrieve the assembly from Catalog Explorer.
When you are using projects inside SmartPlant P&ID, remember that the reference data belongs to the Plant and is used by projects of the Plant. You cannot change reference data, such as table layouts or formats or rules, at the project level.
Projects and Claiming One of the main capabilities associated with using projects in SmartPlant is the ability for a project to claim a drawing object. When a project claims an object, the project controls modifications to that object. A project cannot modify objects it has not claimed. All the modifications and claiming of objects is carried out in the design software, but the claim states of objects inside drawings do have ramifications for drawing manipulation and for completing projects. You do not need to check out a drawing to claim items on it; you can claim items on a fetched drawing. Related Topics Claiming Items: An Overview, page 289 Comparing and Refreshing Versions: An Overview, page 304
Working with Drawings in Projects: An Overview You do not need to check out a drawing to claim objects; you can fetch a drawing with read/write permissions and claim its objects. Claim commands appear on shortcut menus in the Drawing view, in the Engineering Data Editor, and on the Edit menu. Releasing Claims From inside a project, you can invoke a claim at any time to expand the scope of your project, and any new item created in a project is automatically claimed by that project. You can also release a claim at any time, but you cannot release the claim that is automatically created when your project creates a new item. Claims are automatically released on all drawing items when that drawing is checked into the Plant; however, a drawing cannot be checked in if any objects that are not claimed differ from the Plant. Claim Mode The Claim Mode can be set to either Exclusive or Shared by using the Settings option in SmartPlant P&ID Options Manager. The Claim Mode controls how items are claimed by concurrent projects. If the Claim Mode is set to Exclusive, only one project can claim an item at any given time. Exclusive mode enforces the rule that concurrent projects do not overlap at the object level. With this setting, conflict resolution at check in time is simplified. If the Claim Mode is set to Shared, a single item can be claimed to more than one project. Shared mode allows concurrent projects to overlap at the object level. This setting may be required for plants that have overlapping projects. Conflict resolution at check in time will be more complex. Invalid Claims When an item is claimed by a project, it must be consistent with the state of the item in the Plant. Otherwise, an invalid claim exists. Invalid claiming can happen only for Plants that support Shared claiming of database items. Invalidly claimed items differ from the Plant items in that you cannot modify them and check a drawing into the Plant without first establishing a valid claim. When the Plant uses Shared claim mode and a project checks in a drawing, the claims made by other projects to objects on that same drawing are now invalid if the project that checked in the drawing also changed an item claimed by a different project. You can determine the validity of a claim by using the Claim Status command. Invalidly claimed items can not be modified. If an invalid claim is found but the item in question matches the item in the Plant, run Verify for Check In to resolve the situation. This process automatically sets the claim to valid and allows the check in to occur.
A list of claimed items is automatically published to The Engineering Framework. Claim commands are not available when you open a fetched drawing with read-only permissions. Claiming of labels is ignored. Drawing Manager is the only tool for checking in, checking out, and fetching drawings. You must have full control user access permissions for P&ID Objects before you can claim objects. For more information about setting user access permissions, see SmartPlant Engineering Manager Help. Remember that objects are claimed by the project, not by a single user. Once a project claims an item, it can be modified by anyone with the appropriate permissions in that project. Claiming items clears the Undo stack. Thus, claim is not an undoable command.
Related Topics Claim a Drawing Item, page 292 Display Claim Status in the Drawing Symbology, page 303 Display the Claim Status of a Drawing Item, page 302 Release a Claim, page 301
Claim Command
Engineering Data Editor > Edit > Claim Gives control of the selected items to the current active project. The Claim dialog box opens, allowing you to confirm the "claim-ability" of the items and enter claim comments. Claim comments can be viewed later by anyone in the Plant when the claim status is displayed. Related Topics Claim a Drawing Item, page 292 Claiming Items: An Overview, page 289
A newly placed item is automatically claimed by the project that placed it. Remember that objects are claimed by the project, not by a single user. Once a project claims an item, it can be modified by anyone with the appropriate permissions in that project. Claiming items clears the Undo stack. Thus, claim is not an undoable command.
Enforcing Claims
Whether you are using shared or exclusive claiming mode, claiming objects to your project involves many special relationships. The following topics discuss some of the ways that claiming restricts your activities. Note
Claim Mode is defined in Options Manager for the Plant and all its projects. When you claim an item, it is claimed to your active project. No items are ever claimed by the Plant.
Controlling Access
Each command in the software checks your permissions for the items that it modifies. When possible, commands simply do not allow the operation to proceed if you do not have the necessary permissions. In some cases, such as when using the Delete command, the software cannot prevent you from initiating a command, but an error message is displayed. You must have full control permissions on P&ID Objects before you can claim any drawing items. For more information, see the User Access chapter in SmartPlant Engineering Manager Help.
Modifying Properties
Claiming impacts properties modifications in the following manner. Properties Window When you select a claimed item, the Properties window allows the properties of that item to be viewed and modified. When you select an item that has not been claimed, the Properties window allows the properties to be viewed but not modified. The properties of unclaimed items are read-only. When you select a line segment, the Properties window displays the properties of the associated pipe or signal run. If the run has been claimed, the properties can be edited; otherwise, the properties are read-only. When you select multiple items, if they are all claimed, the Properties window allows them to be modified. If any of the selected items are not claimed, the Properties window treats the whole group as read-only. Engineering Data Editor (EDE) If the item has been claimed, you can edit its properties through the EDE; otherwise, the EDE treats the item properties as read-only. The EDE behaves similarly to the Properties window.
Working with Drawings in Projects: An Overview Consistency Check Dialog Box The Solutions section of the Consistency Check dialog box allows you to copy property values from one item to another. For the selected solution, if the destination item is not claimed, the Apply button is not available. The Reapply Rules button executes the placement rules that copy property values across a relationship. In some cases this results in resolving an inconsistency. For a description of how Reapply Rules can interact with claiming, see Placement Rules, page 294. Implied Items When a drawing item is claimed, it means that you can modify that model item and all of its implied items. If a model item is not claimed, the user cannot modify any of the implied items that the model item owns.
Placement Rules
When a new relationship is created, such as when you place a nozzle on a vessel, the applicable rules copy property values across the relationship. When a relationship to an unclaimed item is created, properties can be copied from that item without any problem; however, if the rule calls for properties to be copied to an unclaimed item, the action is not allowed, and the properties are not copied. An inconsistency indicator shows the inconsistency between the two related items.
Placing Nozzles, Equipment Components, or Instrument Components - The target item does not need to be claimed. Placing Piping Components or Instruments in Pipe or Signal Runs The target run must be claimed. In certain cases, placing a piping component or inline instrument causes a zero-length line segment to be created and automatic line connectivity causes it to be joined to an existing run. The target of that zero-length line must be claimed. Placing Reducers - A reducer is a "line-breaking component." The target pipe run and all of its components must be claimed. Placing Flow-Oriented Components - A flow-oriented component sets the flow direction of the target pipe run, if it is not already set. The target pipe run must be claimed. You can place a flow arrow label, however, if the flow direction is already defined.
If the target item needs to be claimed but is not claimed, then you cannot place your item onto the target; the target will not highlight, and your item will not "snap" into position. If no type of placement is allowed at that point, the "no place" indicator is displayed. In most cases, freestanding placement is still allowed. Geometric Modifications Geometric operations include a geometric move, with the Alt key pressed where necessary, a rotation, a mirroring, and a scale or parametric modification. The selected symbol does not have to be claimed to perform these operations. None of the connected items have to be claimed either. Rotation and Mirroring of Inline Components Rotations of 180 degrees and mirroring about the local y-axis for inline components are special geometric modifications cases because the lines are disconnected before and reconnected after the operations. Therefore, the lines, but not the selected symbol, must be claimed before these operations are allowed. If the lines are not claimed, the standard claim violation message displays. Rule-Based Moves All connected items must be claimed, as described above. If the required connected items are not all claimed, the move operation can become a geometric move, as if you pressed the Alt key.
Routing Lines up to Nozzles - The nozzles do not have to be claimed. Routing Lines up to Freestanding Piping Components or Instruments - The piping component or instrument must be claimed since it will be adopted by the new run. Routing Lines up to Owned Piping Components or Instruments - The piping component or instrument does not have to be claimed. In certain cases, when routing a line segment up to an existing inline component, automatic line connectivity will cause an existing zero length run to be joined to the new run. The target run must be claimed. Routing Lines up to OPCs - The OPC does not have to be claimed. Routing Lines up to Another Pipe or Signal Run - The target run must be claimed.
If the target item needs to be claimed but is not claimed, you are not allowed to connect to the target. The black connection handle does not appear at the required point. SmartPlant P&ID Users Guide 295
Working with Drawings in Projects: An Overview Geometric Modification If you move a line segment or a line vertex that is internal to a line, then the piping or signal run that owns the selected segment does not have to be claimed. Extreme End of a Run If you modify the start point of the first line segment in a run or the end point of the last line segment in a run, then the following stipulations apply: 1. The selected run must be claimed. 2. The target item may need to be claimed. 3. If the existing connected item is a branch point for the run, then the run it belongs to must be claimed since the branch point is deleted and the adjacent line segments in the existing connected run are merged. 4. If a component is connected to the endpoint, it does not need to be claimed. Internal Vertex of a Run Modification of an internal vertex can result in the run being split; consequently, the following stipulations apply: 1. The entire run and all components must be claimed. 2. The target item may need to be claimed. Breaking and Joining Runs The Break Run command allows you to split one piping or signal run into two pieces. The run to be broken and all components within that run must be claimed. The Join Runs command allows you to combine two connected piping or signal runs into a single run. Both of the runs and all components in both runs must be claimed.
Placing Driving Labels - A driving label sets one or more properties on the labeled item. The target item must be claimed. This includes flow arrow labels, unless the flow direction is already defined for the line. Placing Labels on Area Breaks - Placing a label on an area break causes a dynamic property to be added to the area break. For this to happen, the area break must be claimed.
If you modify a label, you do not need to claim it. However, modifying a driving label modifies the labeled item. Therefore, you must claim the item.
Placing Gaps
Placing a gap symbol into a piping or signal line implies that the target line must be claimed. If the target line run is not claimed, it is not highlighted as a valid target when you move the pointer over it.
Deleting Items
Claiming impacts item deletion in the following manner. Drawing Items Drawing items are deleted from a design using three different commands: Delete, Delete From Model, and Cut. All of these commands check if the selected items and some dependent items are claimed. If all of the selected items and all of the related items are claimed, then the delete operation proceeds normally. If any of the items or the dependent items are not claimed, an error message appears. All dependent items must be claimed. That is, all items that are deleted along with a selected item must be claimed. All lines that are attached to selected items or are dependent on those items must be claimed. The following table expands on this idea, item type by item type. Item in Select Set Equipment
Additional items that must be claimed for Delete All nozzles, equipment components, and item notes All item notes on those equipment components and nozzles All runs with lines attached to those nozzles All item notes All runs with lines attached to the nozzle All item notes The pipe or signal run that owns the segment All components in that run All runs with lines that attach to that branch point All item notes All item notes All runs with lines that attach to that piping component All instrument components actuators, functions, and so forth
Nozzle
Branch Point
Piping Component
Instrument
Working with Drawings in Projects: An Overview Item in Select Set Additional items that must be claimed for Delete
All item notes All runs with lines that attach to the instrument All item notes All runs with lines that attach to the OPC The partner OPC must be claimed also
OPC
Stockpile Items Most items in the stockpile do not have any relationships. For these items, if the item is claimed, it can be deleted from the stockpile. If the item is not claimed, the Delete command opens the standard claim violation message. Plant item groups, for example loops, packages, and so forth, exist in the stockpile and have relationships to member items on a drawing or in a stockpile. If the plant item group is claimed and all of its members are claimed, then the plant item group can be deleted. If the plant item group or any of its members is not claimed, the Delete command opens the standard claim violation message. When an OPC is in the stockpile, it maintains its relationship to the partner OPC. OPCs can be deleted from the stockpile only if both OPCs in a pair are in the stockpile and are deleted at the same time. In a project context, both OPCs in a pair must be claimed before they can be deleted.
Validating Properties
The software uses validation functions before setting properties on items. The software checks the claim status before setting any values. If the item is claimed, the property can be changed. If the item is not claimed, the property can not be changed. For more information about validating properties, select Start > Programs > Intergraph SmartPlant P&ID > Programming Help. Refer to the Extending the Capabilities of SmartPlant P&ID and Logical Model Automation Reference topics.
Release a Claim
1. In the Drawing view or Engineering Data Editor, select the items for which you want to release claims. 2. Right-click the item or select set and click Release Claim. In order to complete the claim release operation, select Yes on the confirmation dialog box that opens. Notes
You cannot release the claim on an item that is claimed to your project if it is a new item that was created in your project. You can also release claims on items when you display their claim status. For more information, see Display the Claim Status of a Drawing Item, page 302.
Working with Drawings in Projects: An Overview Details - Opens the Details dialog box, and you can discover what project has claimed the selected item, the user that claimed it, and any claim comments that were entered when it was claimed. Related Topics Claim a Drawing Item, page 292 Claim Status Command, page 45 Display the Claim Status of a Drawing Item, page 302 Release a Claim, page 301
When you see the item tag listed for claimed items and an item tag is not defined for the selected items, the software displays the GUID for that item. GUIDs are automatically generated for every design item. When an item tag is defined for an item, the software displays the item tag in the Claim Status dialog box.
You define the line color and weight used to designate claim status on the Claims tab of the View Properties dialog box. If you turn on the display of claim status in the drawing, then when you print the drawing, the claim status will be plotted.
Graphic refers to an item that has changed only in its graphical representation in the design; that is, the item is moved or otherwise graphically manipulated in the drawing. Data refers to a mismatch in the properties assigned to an item that exists in both drawings; that is, a change, addition, or deletion of a property in the Properties window or Engineering Data Editor in SmartPlant P&ID or through automation.
Every change grouping and every changed item is assigned a category, and if more than one category applies (for instance, if you move an item and change one of its properties), then the highest priority category is displayed. Change details displays information about selected groups in the Change groups area. Values for the Change details include the following.
Add - Indicates that the selected group will be added to the version displaying on the right. Delete - Indicates the selected group will be removed from the version displaying on the right. Modify - Indicates the selected group will be modified on the version displaying on the right.
The two versions are displayed in two Drawing views, described as left and right views. The relationship between the two views depends on whether you are comparing two versions in your own database or comparing your version to a version in another database.
Two versions are in the active database - The left-hand view is the older version, and the right-hand view is the newer version. That is, they are displayed in time-order from left to right.
Two versions exist in different databases - The right-hand view is reserved for the version in your active Plant or project database, and the left-hand view belongs to the version in another database because you cannot be assured that time-order is the logical order to display the versions.
To refresh any differences between these two versions, you must set the Action column to Refresh. Change groups are marked if the changes affect items you have claimed. Be sure to refresh all of the changes that do not involve claimed items because these are the changes that have been checked in by other projects. You want to include these changes in your drawing so they will not be lost when you perform a check in.
Validate - Validates Invalid Claims for the selected group (no drawing changes are applied). Refresh - Applies any drawing changes to the open drawing version; and No Action - performs no action on the selected drawing group.
Data - Indicates that a property value has changed (for example, a property value for a vessel). Graphic - Indicates that a change has been made to an item in the drawing (for example, a vessel has been moved).
Claimed - Indicates that the items in the group have been claimed. Valid Claim - Indicates that the claimed item is a valid claim. Change details - Area that lists the details of the item in each change group. Result - Defines the results of the compare. The column indicates any differences in the two versions and which version contains the change. Change - Describes what action is required to make the drawing in the right frame match the drawing in the left frame. Actions include:
Add - Adds the listed item to the version on the right. Delete - Removes the listed item from the version on the right. Modify - Changes the listed item in the version on the right.
Item Type - Describes the type of item. Specific Item Type - Displays the specific type of item. Category - Displays the category of the change.
Data - Indicates that a property value has changed (for example, a property value for a vessel). Graphic - indicates that a change has been made to an item in the drawing (for example, a vessel has been moved).
Working with Drawings in Projects: An Overview Graphic Example In this example, a jacketed tower exists in the version to be selected for the compare. The current version contains the same jacketed tower but it has been moved to a new location. When the current version is compared to the selected version, a graphic change is found during the compare. The current version appears on the right and the version it is compared to appears on the left. Change groups indicates there is only one group and a graphic change was located. All items in the group are valid claims. Change details indicates the compare located a graphic modification to a vessel (Jacketed Vessel) in the current version. If you Refresh the version, the graphic modification will be accepted as shown in the Change column. Clicking in the Action column of the Change groups allows you to take no action or refresh (accept the previous location of the vessel). The setting are not applied to a version until you click OK.
Working with Drawings in Projects: An Overview Data and Graphic Example In this example, a jacketed tower with a nozzle exists in the version to be selected for the compare. The current drawing contains the same jacketed tower and nozzle. The original nozzle has been moved, a new nozzle has been added, and a property for the jacketed tower has been changed. When the current drawing is compared to the selected version, a data and graphic change is found during the compare. The current drawing appears on the right and the drawing it is compared to appears on the left. Change groups indicates there are three groups of differences. All items in the groups are valid claims. Change details indicates the compare located an existing nozzle was moved (Graphic) and a property value change (Data) in the current drawing. Clicking in the Action column of any of the three Change groups allows you to select either No Action or Refresh. If you select Refresh for any of the three groups, the action described in the Change column will be performed when you click OK.
Related Topics Reapply Placement Rules to Resolve an Inconsistency, page 322 Resolve an Inconsistency, page 319 Review an Inconsistency, page 317 Show Inconsistencies, page 314
Show Inconsistencies
1. Click View > Show Inconsistencies. When this option is selected, inconsistent relationship indicators appear in the drawing. 2. If you do not want the inconsistencies to appear, click View > Show Inconsistencies again to clear the selection of the option. Note
Also, you can right-click in an empty portion of the drawing in order to display a shortcut menu. Select Show > Inconsistencies to toggle the display of inconsistencies off and on.
Properties Command
Right-click an inconsistency indicator and choose Properties to display the Consistency Check dialog box. As you create a drawing, consistency checking monitors your drawing for design discrepancies. If a location in the drawing has only one or multiple inconsistencies, you can correct the problems by reviewing them on the Consistency Check dialog box. Related Topics Consistency Checking: An Overview, page 313 Reapply Placement Rules to Resolve an Inconsistency, page 322 Resolve an Inconsistency, page 319 Review an Inconsistency, page 317
Item 1 - Allows the display of inconsistencies that pertain to the first item. When the Consistency Check dialog box first appears, all items involved in the inconsistency are selected. Item 2 - Allows the display of inconsistencies that pertain to the second item. When the Consistency Check dialog box first appears, all items involved in the inconsistency are selected. Inconsistencies - Lists all inconsistencies that exist at the selected junction. Description - Displays the actual error or warning. For a lengthy error or warning, a ToolTip appears to reveal the entire description. You cannot change the inconsistency description, which is provided for information only.
Consistency Checking: An Overview Solutions - Lists solutions for resolving the drawing inconsistency. After selecting an inconsistency from the Inconsistencies list, you can select the correct solution from this list, and after clicking Apply, the selected solution is performed. Apply - Performs the solution you choose from the Solutions box. The inconsistencies are then re-evaluated and the dialog box is updated. Reapply Rules - Copies properties from one side of the selected inconsistency to the other according to placement rules. Invoking the placement rules is not necessarily sufficient to resolve all inconsistencies at a junction. Note
Canceling selection of Item 1or Item 2 excludes the item from the select set in the drawing and thereby affects the display in the Properties window.
Related Topics Properties Command, page 28 Resolve an Inconsistency, page 319 Review an Inconsistency, page 317
Review an Inconsistency
1. Open a drawing. 2. Double-click an inconsistency indicator. Tip In addition, you can right-click an inconsistency indicator and select Properties. 3. On the Consistency Check dialog box, review the list of possible problem areas at the junction.
Notes
The options for solving the inconsistency in Solutions vary depending on the type of inconsistency. Consistency Check identifies the type of problem with these symbols: Errors. Warnings. Approved warnings.
You can choose the appropriate solution in the Solutions list and click Apply in order to correct an inconsistency, or you can click Reapply Rules to copy properties from one side of the indicator to the other according to placement rules. SmartPlant P&ID Users Guide 317
To alert you to possible problems, the Drawing view offers different inconsistency indicators: Warning for suspicious construction in the Drawing view. Error in the Drawing view that warrants your inspection and correction.
Resolve an Inconsistency
1. Open a drawing. 2. Double-click an inconsistency indicator. Tips
When you right-click the indicator, you can choose the Reapply Rules command. This action can correct the inconsistency. 3. On the Consistency Check dialog box, select the inconsistency that you want to correct in the list.
An example of a solution is Copy property value Item 1 => Item 2, which could involve inconsistent nominal diameters of a pipe and nozzle, for example. If you determine that this solution is the best one, you can select it and click Apply. Or you can use the Properties window to change the nominal diameter of either the pipe or nozzle. Changing the diameter confirms that the values are consistent with the information that exists in Rule Manager.
The options in the Solutions list vary, depending on the type of inconsistency. 5. Click Apply.
Tip
In addition, you can click the Reapply Rules button on the Consistency Check dialog box.
Notes
Consistency Check identifies the type of problem with these symbols: Errors Warnings Approved warnings
A Drawing view also offers graphical symbols to alert you to possible problems: Warning for suspicious construction in the Drawing view Error in the Drawing view that warrants your inspection and correction
Consistency Checking: An Overview Related Topics Consistency Checking: An Overview, page 313 Reapply Placement Rules to Resolve an Inconsistency, page 322 Review an Inconsistency, page 317
The Reapply Rules button is available on the Consistency Check dialog box, too. You can add the Reapply Rules command to the main toolbar. Go to Tools > Customize, and on the Toolbars tab in the Tools category, and drag it to the main toolbar. choose the button for Reapply Rules Then you can reapply rules with one click. This button is particularly useful when you want to reapply rules to a select set, rather than a single inconsistency.
Related Topics Consistency Checking: An Overview, page 313 Reapply Placement Rules to Resolve an Inconsistency, page 322
Invoking placement rules is not necessarily sufficient to resolve all inconsistencies at a junction. It is possible that you need to choose the Properties command from the Inconsistency Indicator shortcut menu in order to open the Consistency Check dialog box and resolve or approve any remaining inconsistencies there. You can add the Reapply Rules command to the main toolbar. Go to Tools > Customize, and on the Toolbars tab in the Tools category, choose the button for Reapply Rules and drag it to the main toolbar. Then you can reapply rules with one click. This button is particularly useful when you want to reapply rules to a select set, rather than a single inconsistency. You can use the Reapply Rules command from the Consistency Check dialog box, too. Placement rules are defined in Rules Manager.
Relationships between items cannot be imported, only items and their properties.
Related Topics Import Aspen Zyqad Stream Data, page 329 Populate the Stockpile from a Spreadsheet, page 267 Using Reports to Import Items into the Stockpile, page 265
Importing Drawing Data: An Overview Rule Considerations Because the SmartPlant Migration Wizard cannot account for all the rule possibilities that are defined in the default SmartPlant P&ID rule set or a customized rule set, you must create your SmartSketch drawing with the SmartPlant P&ID rule set in mind. Supported Templates - Intergraph Process Flow and P&ID symbols map to the SmartPlant P&ID reference data included with the software. Symbols - Delivered symbols with a matching AABBCC code are mapped intelligently to the equivalent SmartPlant P&ID symbol, or you can edit a symbol map file to equate the symbol names between SmartSketch and SmartPlant P&ID. You can check the symbol map file, SymbolMap.csv, for duplicate codes. This file is created during the migration process and you can open this file by using Microsoft Excel. Notes
The AABBCC code is not displayed in Catalog Explorer or the Properties window in SmartPlant P&ID. To view the code, you must open the item in Catalog Manager. Because SmartSketch is file-driven and SmartPlant P&ID is databasedriven, both products have independent sets of symbols; therefore, symbol definitions and attributes migrated from a SmartSketch file are stored as properties in the SmartPlant P&ID database. SmartSketch symbol attributes are conditionally migrated; this means that the attribute must exist as a SmartPlant P&ID property for that symbol. SmartSketch has a default set of attributes for vessels, pumps, compressors, and shell and tube exchangers. These attributes are the same as the SmartPlant P&ID properties for the same items. All of those attributes, if given a value in SmartSketch, migrate to the SmartPlant P&ID property database. You can add your own unique attributes to a P&ID symbol in SmartSketch, and if that same symbol with same properties is available in SmartPlant P&ID, custom SmartSketch attributes can migrate into those properties. You define custom properties for SmartPlant P&ID symbols by using Catalog Manager.
Nozzles - Nozzles are required for connection of piping in SmartPlant P&ID. Nozzles are required in the SmartSketch document for connections to be established when converted to SmartPlant P&ID. Non-Nozzle Connections - Piping linear objects not connected to nozzles are placed in SmartPlant P&ID, but are not connected. You have to make valid connections manually in SmartPlant P&ID. Flow - Appropriate flow direction is established based on the terminator of the connector. Properties - User-defined and default SmartSketch properties are mapped to an equivalent SmartPlant P&ID property. 326 SmartPlant P&ID Users Guide
Importing Drawing Data: An Overview SmartLabels - Item tags and other single property labels are maintained intelligently. Notes
Labels in SmartSketch files are migrated very much like symbols. Any label placed in SmartSketch must have an equivalent label in SmartPlant P&ID before it can migrate. SmartSketch does include a subset of the SmartPlant P&ID labels, and most of the common labels are smart labels, which are labels that are associated with one or more object properties. The properties of these smart labels are passed to the symbol to which they are attached and migrate to SmartPlant P&ID. In order to assign an AABBCC code to a SmartPlant P&ID label so that it matches a SmartSketch label, do the following. 1. Open the P&ID label in Catalog Manager. 2. Right-click the symbol page in order to open the File Properties dialog box, and click the Symbol tab. 3. In the Name box, type AABBCC_code. 4. In the Type box, select Text. 5. In the Value box, enter the appropriate AABBCC code, for example, 1F6Y01.
Unrecognized Graphics and Annotations - All unrecognized graphics are inserted in the SmartPlant P&ID drawing as embedded SmartSketch graphics. This rule maintains visual fidelity even if there are items that could not be mapped intelligently. Limitations - The following list shows planned limitations of the Migrator:
Multiple iterations are not supported Flow direction that is indicated by using symbols is not understood The primary goal is not to take fully developed P&IDs into a data-centric environment The SmartSketch Migrator converts entire files only. If you want to migrate only a portion of a file, select the geometry that you want to migrate and copy and paste it into another file. Then the file you just created can migrate Notes
In order to import a SmartSketch drawing into SmartPlant P&ID, you must have SmartSketch installed on your computer. You can determine if all the graphics in your file migrated correctly by viewing the GetSmart.log file in the Temp folder. This file contains information about the migration such as the file that was migrated, the time that the migration started and stopped, the symbols that were migrated, and any errors encountered during the migration.
Importing Drawing Data: An Overview Related Topics Import a SmartSketch File, page 328
Tip You can create a new, empty drawing in Drawing Manager, if you want to. 2. Click File > Import > SmartSketch.
The Migrator allows you to browse in the file system for the SmartSketch drawing that you want to import.
Notes
The SmartSketch Migrator converts entire files only. If you want to migrate only a portion of a file, select the geometry that you want to migrate and copy and paste it into another file in SmartSketch. Then the file you just created can migrate. You can determine if all the graphics in your file migrated correctly by viewing the GetSmart.log file in the Temp folder. This file contains information about the migration such as the file that was migrated, the time the migration started and stopped, the symbols that were migrated, and any errors encountered during the migration.
If a format change is made to an exported Aspen Zyqad report, modifications must be made to the import code to accommodate the changed report layout. For more information, see the SmartPlant P&ID Programmer's Guide.
Related Topics Display Help for Programming With SmartPlant P&ID, page 13 Import Aspen Zyqad Stream Data, page 329 Populate the Stockpile from a Spreadsheet, page 267
3. Click the Browse button and select the Aspen Zyqad stream data .txt, .xls, or .xml file from the appropriate folder. 4. Click the Stream ID list and select a stream ID. 5. Click OK to populate the Properties window with the selected stream ID. SmartPlant P&ID Users Guide 329
Existing values in the Properties window are redefined by importing Aspen Zyqad stream data.
Related Topics Using Reports to Import Items into the Stockpile, page 265
Generating Reports: An Overview 4. Data prints to the Microsoft Excel workbook using the cell mapping data in your report definition. Notes
You must have installed Microsoft Excel on your computer to display reports. The software stores the reports that you generate in your Windows directory under \Profiles\username.
Related Topics Create a New Blank Report Template, page 344 Create a Report Template Based on an Existing Template, page 349 Display the Properties of a Report Template, page 350 Edit a Report Template, page 348 Generate a Report, page 334
The Engineering Data Editor is the area where you can view stockpile items.
Related Topics Generating Reports: An Overview, page 331 Navigating in the Engineer Data Editor: An Overview, page 38
A report can contain up to the default value of 255 items. You can include more items in your report by selecting Entire drawing. Using either of these options allows the software to ignore the 255 item limit.
Related Topics Generate a Report, page 334 Plant Reports Command, page 333 Select an Item, page 147
Generate a Report
1. In the Drawing view or Engineering Data Editor, select the items that you want to include in the report. Tip If you select no items, the software gives you the option to report on all items. 2. Click Reports > Plant Reports.
Tip Or click Reports > My Reports to select a customized report that you defined already. 3. Select the report that you want to generate.
4. In the Report using area on the Plant Reports dialog box or the My Reports dialog box, choose the items that you want to report on. Notes
You must have installed Microsoft Excel on your computer to display reports. Before running the Line List report, verify that every line in the selection has an Item Tag. The software stores the reports that you generate in your Windows directory under \Profiles\username.
Related Topics Generating Reports: An Overview, page 331 Using Reports to Import Items into the Stockpile, page 265
My Reports Command
Reports > My Reports Opens the My Reports dialog box which lists all user-level reports. They can be stored on your local workstation. This list is alphabetical. If you want to run a report based on drawing items, access this command from the Reports menu on the main toolbar; if you want to run a report based on table items, access this command from the View menu on the Engineering Data Editor toolbar. Note
You can define the location for storing user-level report templates by clicking Tools > Options and then selecting the Files tab.
Related Topics Edit a Report Template, page 348 Generate a Report, page 334 Generating Reports: An Overview, page 331
A report can contain up to the default value of 255 items. You can include more items in your report by selecting the Entire drawing option. Using either of these options allows the software to ignore the 255 item limit.
Related Topics Generate a Report, page 334 My Reports Command, page 335 Select an Item, page 147
The delivered report templates are all tabular format reports. Fixed format templates allow the greatest amount of freedom in formatting your report, and composite report templates, as the name suggests, combine tabular and fixed formatting. Not only can you completely control the format of your report, but you can control the content of the template also. Each report is based on a unique item type, and the properties that are associated with that item type are readily available to include in your report. In addition, any item that is related in any way to the basic item type of your report makes its properties available to include in the definition of your template, too. For instance, the properties of inline components and instruments can be used in a pipe run report because inline components are related to their pipe runs. In order to discover how items and their properties are related, and thereby how you can map the properties that you want into your report templates, see the Properties Glossary, which is included in the glossaries attached to online Help. Portable report templates In previous versions of the software, when a property is mapped to a report template, the template file stores an internal identifier for that property; thus, that report template is tightly linked to the plant that creates the property. Now the property name is mapped into the report template; therefore, as long as all plants use the same property name, the same report template is valid. Related Topics Create a New Blank Report Template, page 344 Define the Contents of Your Report Template, page 357 Define the Layout of a Composite Format Report Template, page 341 Define the Layout of a Fixed Format Report Template, page 340 Define the Layout of a Tabular Format Report Template, page 338 Edit a Report Template, page 348
#Equipment::Name# #Equipment::Description# #Equipment::Type# When the report is generated, the output appears like this: Equipment Name Equipment Description Equipment Type D-100 T-100 Horizontal Drum 100 Potable Water Tank Horizontal Drum Vertical Tank
Related Topics Create a New Blank Report Template, page 344 Define the Contents of Your Report Template, page 357 Define the Layout of a Tabular Format Report Template, page 338 Display the Properties of a Report Template, page 350 Edit a Report Template, page 348 Generate a Report, page 334
The header is part of the tabular format report template where data is not mapped based on rows. That is, you are free to type a label and map report item properties anywhere in the lines that you designate for your header. The header is a good place to put information that applies to all the items in your report, such as Unit or Plant Name. Also, you can add graphics in your report header. Be sure to include space in your header for the labels of your columns.
Generating Reports: An Overview 3. Choose the number of empty lines that you want between rows in your report. Each row is filled with properties for one item. Tip Some report templates, for example the Line List, designate two rows of data for each report item and then an empty row. 4. Click OK to close the Options dialog box.
5. Complete general labels and graphics, if needed, in your header. 6. Complete column headings in the last row of your header. 7. Select a cell in your report template where you want to map a particular property. Tip This cell can be either in the body of the report or in the header. 8. Choose the property that you want to map to your cell from the Map Properties menu. The items on this menu are chosen when you define the contents of your template. For more information, see Define the Contents of Your Report Template, page 357.
Tips
You only have to map properties for one item. Properties for all the items follow the format you map for the first one.
Only one property can be mapped to a given cell, although the same property can be mapped to more than one cell. 9. Repeat the previous steps until you have mapped all the properties that you want to map on this report template.
Because the delivered report templates are tabular format, if you create a template based on an existing template, the format of your report template is also tabular. Select Blank as your source template if you want to create a fixed or composite format report template. The location of plant-level report templates is specified in Options Manager. The location for user-level templates is defined on the Files tab of the Options dialog box (Tools > Options). When you add any property value in the header, a new Microsoft Excel worksheet is created, and the header is saved on the new sheet because the entire header no longer fits in the space allotted on the first sheet. You can customize the number of rows in the report header by using the Options command on the SmartPlant Reports toolbar and choosing a larger value in the Rows in report header option in the Options dialog box.
Generating Reports: An Overview Related Topics Composite Format Report, page 341 Creating and Editing Report Templates: An Overview, page 337 Fixed Format Report, page 340 Tabular Format Report, page 338
3. Click Map Properties on the SmartPlant Reports toolbar, and from the menu select the property that you want to map to the cell you chose in the previous step. Tip The properties on the Map Properties menu are specified when you define the contents of your report. For more information, see Define the Contents of Your Report Template, page 357. 4. Repeat the previous steps until you have labeled and mapped all the needed report item properties to the corresponding locations in your template. When you generate a fixed format report, the data for each report item appears in its own worksheet, and the layout for each worksheet matches the layout defined for the first worksheet.
You use the Options command on the SmartPlant Reports toolbar to designate space for your header and to specify the number of blank lines that you want between rows of data on your report. The Options command is not available for fixed format report templates because you are free to place headers and data anywhere on your worksheet.
Related Topics Composite Format Report, page 341 Creating and Editing Report Templates: An Overview, page 337 Fixed Format Report, page 340 Tabular Format Report, page 338
Because the delivered report templates are tabular format, choose Blank from the Source template list if you want to create a composite format template.
Related Topics Create a New Blank Report Template, page 344 Define the Layout of a Composite Format Report Template, page 341 Display the Properties of a Report Template, page 350 Edit a Report Template, page 348 Generate a Report, page 334
Each item in the report has its own page. The properties of the first item are displayed on the first worksheet, but the properties for subsequent items in the report are displayed starting with the third sheet because the second worksheet is tabular format.
Generating Reports: An Overview You use the Options command on the SmartPlant Reports toolbar to designate space for your header and to specify the number of blank lines that you want between rows of data on your report. The Options command is not available for fixed format report templates because you are free to place headers and data anywhere you want to on your worksheet; however, the Options command is available for you to use in the tabular portion of the composite report template. 2. Define the layout of the second Microsoft Excel worksheet. In a composite format report template, the second worksheet is automatically tabular format. For more information about defining tabular format report templates, see Define the Layout of a Tabular Format Report Template, page 338.
3. After you have defined the layout for the first and second worksheets in your report template, save the template and quit Excel. Notes
You can map only one property into a given cell, although you can map the same property to more than one cell. When you add any property value in the header, a new Microsoft Excel worksheet is created, and the header is saved on the new sheet because the entire header no longer fits in the space allotted on the first sheet. You can customize the number of rows in the report header by using the Options command on the SmartPlant Reports toolbar and choosing a larger value in the Rows in report header option.
Related Topics Composite Format Report, page 341 Creating and Editing Report Templates: An Overview, page 337 Fixed Format Report, page 340 Tabular Format Report, page 338
New Command
Reports > New Displays the New Report Template dialog box. This dialog box provides options for defining plant-level and user-level templates. You can assign source templates, names, formats, and descriptions for your report template and define the item type upon which you base your report. You do not have to edit the report template when you first create it. Related Topics Composite Format Report, page 341 Create a New Blank Report Template, page 344 Create a Report Template Based on an Existing Template, page 349 Creating and Editing Report Templates: An Overview, page 337 Fixed Format Report, page 340 Tabular Format Report, page 338
Generating Reports: An Overview Tabular format - Formats your report in a table. That is, the properties of each item included in your report begin on a unique row, or the template format is row-based. All delivered reports are tabular format. Composite format - Formats your report in a combination of fixed and tabular formats. The first sheet in the workbook is Fixed format; the second sheet is Tabular format. Subsequent fixed format worksheets are created after sheet two for each item of your report item type when you generate your report. Description - Describes the report type that this template produces. You can assign any description. Related Topics Create a New Blank Report Template, page 344 Display the Properties of a Report Template, page 350 Edit a Report Template, page 348 Edit Command, page 345 New Command, page 34
You can create a new report template based on an existing template by specifying a source template also. For more information, see Create a Report Template Based on an Existing Template, page 349.
Since delivered reports are all in tabular format, you must choose Blank if you want a fixed or composite format report template. You can select Blank for a tabular format report template, nonetheless. 3. In the Name box, type a meaningful name to describe the report template you are creating.
Tip This entry is the name of your Microsoft Excel workbook. When you save the template, the software appends .xls to the name. 4. In the Item type box, select an item type.
These options are only available when you choose Blank from the Source template list.
Generating Reports: An Overview 6. In the Description box, type a description for the template. 7. If you want this template to be available at the plant-level, select the Add to plant reports option. Tip You must have the appropriate permissions, granted in SmartPlant Engineering Manager, to create plant-level report templates. 8. Click OK to create the template.
9. When the software gives you the option to edit your new template in Microsoft Excel, click OK and define the layout and contents of the template. For more information on those procedures, see Define the Contents of Your Report Template, page 357 Define the Layout of a Tabular Format Report Template, page 338 Define the Layout of a Fixed Format Report Template, page 340 Define the Layout of a Composite Format Report Template, page 341 Related Topics Composite Format Report, page 341 Creating and Editing Report Templates: An Overview, page 337 Edit a Report Template, page 348 Fixed Format Report, page 340
Edit Command
Opens the Edit Report Template dialog box. This dialog box lists all the available report templates. You can select a template and view its properties and edit it in Microsoft Excel. Note
Related Topics Creating and Editing Report Templates: An Overview, page 337 Edit a Report Template, page 348 Generating Reports: An Overview, page 331
You must have the correct privileges, granted in SmartPlant Engineering Manager, to edit plant-level report templates.
Related Topics Create a Report Template Based on an Existing Template, page 349 Edit a Report Template, page 348 Edit Command, page 345 New Command, page 34
Generating Reports: An Overview Fixed format - Creates one Microsoft Excel worksheet for each item. You only edit the first worksheet, but all fixed format worksheets, one for each item of the report item type, follow the format of the first worksheet when you generate your report. The Options button on the SmartPlant Reports toolbar is not available for editing a fixed format report template because you are free to place headers and data anywhere you want on your worksheet. Tabular format - Formats your report in a table. That is, the properties of each item included in your report begin on a unique row, or the report format is row-based. All delivered report templates are tabular. Composite format - Formats your report in a combination of fixed and tabular styles. The first sheet in the workbook is fixed format; the second sheet is tabular format. When you generate your report, the software creates subsequent fixed format worksheets after sheet two for each item that matches your report item type. Description - Describes the report type that this template produces. You can assign any description. Related Topics Create a New Blank Report Template, page 344 Display the Properties of a Report Template, page 350 Edit a Report Template, page 348 Edit Command, page 345 New Command, page 34
Define the Layout of a Tabular Format Report Template, page 338 Define the Layout of a Fixed Format Report Template, page 340 Define the Layout of a Composite Format Report Template, page 341 Define the Contents of Your Report Template, page 357 Notes
If the SmartPlant Reports toolbar is missing when editing report templates in Microsoft Excel, then on the Excel menu bar, select Tools > Macro > Visual Basic Editor and follow these steps: 1. Select View > Immediate Window. 2. Type Sheet1.Application.CommandBars("SmartPlant Reports").Delete in the Immediate window. 3. Quit Excel, and the toolbar is displayed the next time a report is edited.
You must have the correct permissions, granted in SmartPlant Engineering Manager, to edit a report template.
Related Topics Creating and Editing Report Templates: An Overview, page 337 Generating Reports: An Overview, page 331
Because the delivered report templates are all in tabular format, if you create a template using an existing template, the format of your report template is tabular. Because you are creating a report based on an existing template, some options on the New Report Template dialog box are not available. In order to make all options available, choose Blank from the Source template list. For more information, see Create a New Blank Report Template, page 344.
Related Topics Composite Format Report, page 341 Creating and Editing Report Templates: An Overview, page 337 Fixed Format Report, page 340 Generating Reports: An Overview, page 331
Delete Command
Reports > Delete Displays the Delete Report Template dialog box, which allows you to select and delete a report template. Note
You must have valid privileges, granted in SmartPlant Engineering Manager, to delete a report template.
Related Topics Delete a Report Template, page 351 Generating Reports: An Overview, page 331
You must have the correct privileges, granted in SmartPlant Engineering Manager, to delete a report template.
Related Topics Edit a Report Template, page 348 Generating Reports: An Overview, page 331
Appears when you are editing or creating a report template in Microsoft Excel. Note
If the SmartPlant Reports toolbar is missing when editing report templates in Microsoft Excel, then click Tools > Macro > Visual Basic Editor in Excel and follow the steps below: 1. Select View > Immediate Window. 2. Type Sheet1.Application.CommandBars("SmartPlant Reports").Delete in the Immediate window. 3. Quit Excel, and the toolbar is displayed the next time a report is edited.
Related Topics Define Command, page 352 Define the Contents of Your Report Template, page 357 Edit a Report Template, page 348 Map Properties Command, page 360 Options Command, page 17
Define Command
MS Excel > SmartPlant Reports Toolbar > Define Opens the Define Report Contents dialog box, which allows you to define a report template specifying the layout and contents of your report. This template is a Microsoft Excel workbook that contains cells and worksheets. You map properties to the individual Microsoft Excel cells to define the content and layout of your report. To create a report definition (a list of report item properties available to include in your template), use the Define Report Items dialog box, which opens when you click Define on the Define Reports Contents dialog box. A report definition describes how to collect the properties data and how to format it in a report. Each report item is based on an item type (equipment, nozzle, pipe run, instrument, and so forth) and controls how the properties of that item type, or item types related to it, are retrieved from the database. Use the Options command on the SmartPlant Reports toolbar to designate space for your header and to specify the number of blank lines that you want between rows of data on your report. The Options command is not available for fixed format report templates because you are free to place headers and data anywhere you want on the worksheet. In order to define the layout of the report item properties, you assign properties to particular cells. Select the cell and then select the property from the Map Properties menu on the SmartPlant Reports toolbar. Note
In order to generate From and To data for all Microsoft Excel worksheets, click Tools > Macro > Macros > PrintFromToDataForAllSheets in Excel. Choose the PrintFromToDataForActiveSheet macro to generate this data for only the active worksheet.
Related Topics Create a New Blank Report Template, page 344 Edit a Report Template, page 348
Generating Reports: An Overview Delete - Removes an item from the tree view and from your report structure. Its properties are no longer available for your report template. New - Displays the New Items dialog box. You use this dialog box to specify new item types to include in the Report on tree. If you add a new item type, its properties are available for inclusion in your report template. Report on - Displays a tree view of item types the properties available for inclusion in your report template. To include the properties, you must select an item from the Report on list and click Define. Then you can map the properties that you select to cells in your report template. Note
The level into which you add an item type affects the properties that you can access for your template. That is, a new item type added into the hierarchy under another item type does not give you access to the same properties that you have if the item type is higher in the hierarchy. For instance, if you add the equipment item type under nozzles, the equipment item type only reports on equipment associated with a nozzle, and equipment without nozzles is not reported.
Related Topics Create a New Blank Report Template, page 344 Create a Report Template Based on an Existing Template, page 349 Define the Contents of Your Report Template, page 357 Edit a Report Template, page 348 New Command, page 34
The level into which you add an item type affects the properties that you can access for your template. That is, a new item type added into the hierarchy under another item type does not give you access to the same properties that you have if the item type is higher in the hierarchy. For instance, if you add the equipment item type under nozzles, the equipment item type only reports on equipment associated with a nozzle, and equipment without nozzles is not reported.
Generating Reports: An Overview Items related to - Displays a list of item types related to the item type that you selected in the Report on tree on the Define Report Contents dialog box. Select item types from this list to include in your report template. The properties of the new item types are then available to use in your report. Name - Displays the name of the selected item type. You can rename the item. If you have duplicate item type names in your report item type hierarchy, the software prompts you to rename the new item type uniquely. Related Topics Create a New Blank Report Template, page 344 Define Command, page 352 Define the Contents of Your Report Template, page 357 Edit a Report Template, page 348 New Command, page 34
Generating Reports: An Overview Repeat parent data - Displays the cells of parent item data in your report. For example, if your report contains Unit then Drawing as a child of Unit, selecting this option for Drawing causes repetition of Unit cells on any line containing Drawing cells. Available properties - Displays all properties for the report item you specified on the Define Report Contents dialog box. Selected properties - Lists the report item properties you have selected from the Available properties list that are consequently available for inclusion in your report. Left Arrow - Moves the selected item in the Selected properties list to the Available properties list. You can select more than one item by using the Shift and Ctrl keys and then clicking the left arrow. Also, double-clicking an item in the Selected properties list moves it to the Available properties list. Right Arrow - Moves the selected item out of the Available properties list and into the Selected properties list. You can select more than one item by using the Shift and Ctrl keys and then clicking the right arrow. Also, double-clicking an item in the Available properties list moves it to the Selected properties list. Use short text - Displays the short text value, which is defined in SmartPlant Data Dictionary Manager. Only select-listed properties can be displayed in their short value form. In a few cases, the short value is longer than the regular value. Use select list index - Includes the numerical index of the select entry along with either the short value or select list value for that property. For more information about select lists and their values and indices, see SmartPlant Data Dictionary Manager Help. Related Topics Edit a Report Template, page 348 New Command, page 34 New Report Template Dialog Box, page 343
When you click New on the Define Report Contents dialog box, you can choose from only those items that are related to the item you selected in the Report on hierarchy. The highest node in the Report on hierarchy under which you can add a new item is the node that belongs to the report item type that you base your template definition on. You can add items under any nodes subordinate to the main report item type as long as they have items related to them.
Using the New command skillfully allows you to navigate in all directions in the plant hierarchy and gather properties from throughout the plant database. 4. On the New Items dialog box, select the new item that you want to add to the hierarchy.
5. Change the name of the item that appears in the hierarchy by typing text in the Name box. Tip If the item that you choose has the same name as an item elsewhere in the hierarchy, you must type a different name for it in the Name box. 6. Click Apply.
7. When you have added all the items that you want from this list, click Close. Tip If you want to add more new items under another node in the hierarchy, choose that node and repeat the previous steps. 8. On the Define Report Contents dialog box, select an item with properties that you want for your report template.
9. Click Define. 10. On the Properties tab of the Define Report Items dialog box, choose the properties that you want to map to your report template.
If you want to sort the order in which your items are listed when you generate a report, choose the property or properties to sort on by using the Sort tab.
If you want to change the filter that finds your report items, use the Filter tab. For instance, you can switch from a filter that displays all pumps to a filter that displays only active pumps. 11. Click OK.
Tip The Define Report Contents dialog box remains open, and so you can repeat the previous steps to continue adding more items and specifying their properties. 12. When you have selected all the properties that you want in your report, click OK on the Define Report Contents dialog box.
Notes
All the properties that you have made available to map into your template are now displayed when you click Map Properties on the SmartPlant Reports toolbar. Now you can use the properties you have specified in the layout of your template. In order to generate From and To data for all Microsoft Excel worksheets, click Tools > Macro > Macros > PrintFromToDataForAllSheets in Excel. Choose the PrintFromToDataForActiveSheet macro to generate this data for only the active worksheet.
Related Topics Creating and Editing Report Templates: An Overview, page 337 Edit a Report Template, page 348 Generating Reports: An Overview, page 331
Options Command
MS Excel > SmartPlant Reports Toolbar > Options Opens the Report Options dialog box, which provides options for defining header and spacing details in your report template. The Options button on the SmartPlant Reports toolbar is not available for editing a fixed format report template because you are free to place headers and data anywhere you want to on your worksheet. Related Topics Define the Contents of Your Report Template, page 357 Edit a Report Template, page 348 Generating Reports: An Overview, page 331
The Options command is available for tabular and composite format report templates only. It is not available for fixed format report templates because you are free to place captions and properties in any configuration that you want. In fixed format report templates, you are not constrained to have a header or rows at all.
Related Topics Create a New Blank Report Template, page 344 Create a Report Template Based on an Existing Template, page 349 Define the Layout of a Composite Format Report Template, page 341 Define the Layout of a Tabular Format Report Template, page 338 Edit a Report Template, page 348
The SmartPlant Reports toolbar appears in Microsoft Excel when you create or edit a report template.
Related Topics Create a New Blank Report Template, page 344 Create a Report Template Based on an Existing Template, page 349 Edit a Report Template, page 348 Generating Reports: An Overview, page 331
Print an entire drawing or specific views from a drawing. Set printing options, such as the range of sheets or number of copies to print.
The software supports plotting using standard Windows plotting capabilities. It also supports pen plotters, subject to the limitations of the device driver. Items look the same on the screen and in the printed drawing. However, the fonts you select can affect the match between what you see on the screen and what appears on the printed page. Three kinds of fonts affect your work: scalable fonts, printer fonts, and screen fonts. Use scalable fonts, such as TrueType fonts, to make sure that what you see on the screen is what appears on the printed page. If you use printer fonts, you must have a corresponding screen font and font size to display each font on the screen. If each screen font you use has a matching printer font, the screen display of the drawing closely matches the printed drawing.
Printing Drawings: An Overview Printing Part of a Drawing You can print selected sheets in a drawing or a selected area. This feature is handy if you are working on a complex drawing and you want to print only certain parts to proof them. You can print all views or certain views. You can print not only drawing items that are selected, but other items that are in the view with the select set print. Printing Time Drawings can take some time to print. Expect longer print times when you have drawings that contain a large number of the following items:
Curved items Many fills that have complex colors, patterns, or textures Large bitmaps Links to various drawings
The type of printer you have also affects the printing time. PostScript printers print faster than LaserJet printers, because they can make the necessary calculations faster. Some older versions of PostScript printers are slower when compared to the newer ones. The type of controller boards and the amount of RAM in the printer also affect your printing times. Printing to a Digital Archive You can use a separate Intergraph software application to store drawings in a Web server-based digital archive called the Digital Print Room (DPR). A DPR Windows printer driver extends the capabilities of File > Print to add drawings to the DPR. After you populate the DPR, anyone with a Web browser can view the digital drawings online. Contact Intergraph for more information. Related Topics Print a Drawing, page 365 Print a Selected Area, page 366 Print to a File, page 368
Print Command
File > Print Sends a copy of the active drawing to a specified plotter, printer, or file. Options are available for defining the printing area, range, number of copies, and other printing characteristics. Selecting File > Print also opens the Print dialog box. Before using this command, you must install and select a printer. For help on installing a printer, see the printer documentation. Related Topics Printing Drawings: An Overview, page 361 Set Print Options, page 367 Working with Drawings: An Overview, page 102
Printing Drawings: An Overview Drawing - Prints your entire drawing. View - Activates the All and Active check boxes so you can then define the view or views to print. Selection - Prints the user-defined area. When you select this option, the Settings button at the bottom of the Print dialog box is unavailable. All - Prints each defined view associated with the drawing. Active - Prints only the active view. Fit to page - Prints your entire drawing on one page. Print watermark - Prints a faint graphic in the drawing background. Print black and white - Prints the drawing in black and white. Number of copies - Displays the number of copies you want to print. Type the number or use the scroll buttons to specify a number. Collate - Prints the copies in proper binding order. Settings - Opens the Settings dialog box, which allows you to view and edit the scale and origin of your print area. This button is disabled when the Selection option in the Print range group is selected. Related Topics Print a Drawing, page 365 Print Command, page 363 Print to a File, page 368 Set Print Options, page 367
Printing Drawings: An Overview Paper length - Specifies the paper length for the document you want to print with respect to the Design length option. Design length - Specifies a design length (size of the printed graphic) with respect to the Paper length option. Center - Positions the print area center to the center of the printer paper. If you do not set this option, then the paper positions at bottom left to bottom left. X origin - Sets a shift in the x-direction from the origin. Y origin - Sets a shift in the y-direction from the origin. Preview - Displays dynamically how the graphic prints on the sheet as you change other options on the dialog box. Note
For many of the options on this dialog box such as, Design length, Paper length, X, Y, and so forth, when you change an option, the red, blue, and black boxes in the Preview area change to reflect your new values. Therefore, you have a dynamic representation of how your graphic fills the printed sheet.
Related Topics Print a Drawing, page 365 Print a Selected Area, page 366 Print Command, page 363 Print to a File, page 368
Print a Drawing
1. Click Print on the Main toolbar. 2. Select the printer that you want to use from the Name list. 3. In the Number of copies box, type the number of copies you want. 4. In the Print range box, specify the range of pages you want to print. Caution
It is a good idea to save your drawing before you print it so that a printer error or other problem does not cause you to lose any work completed since the last time you saved the drawing. Because the fonts available on the selected printer affect both displaying and printing, select the printer before you begin working on a drawing.
You can set other options for the printer by clicking the Properties button or the Settings button on the Print dialog box. Click File > Page Setup to specify the drawing size. You can display the drawing as it is to be printed. Click Tools > Options. On the General tab, select the Display as printed option. Before you can print for the first time, you must connect the printer to the computer or network, install a printer driver, and select the printer to print the drawing. For more information about how to install a printer, see the printer documentation.
Related Topics Print a Selected Area, page 366 Print Command, page 363 Print to a File, page 368
3. On the Print dialog box, choose Selection from the Printer Range area. Related Topics Printing Drawings: An Overview, page 361 Selecting Drawing Items: An Overview, page 144
You can create more than one Drawing view by selecting Window > New > Drawing and zooming or panning to the area of the Drawing view that you want to print.
Select View and then Active. Select the item or portion of the drawing that you want to print. Click Selection. The Settings button becomes unavailable. Click OK on the Print dialog box. Select Print to file on the Print dialog box. Click OK. The Print to File dialog box appears, and you can enter the file name and select its location. In the Number of Copies box, enter a number of copies. To sort the sheets by sheet number, select Collate. Under Options, select Fit to page. Under Options, select Print watermark. Under Options, select Print black and white.
Multiple copies Drawing fit to 1 page Watermark Black and white Notes
You can set other options for the printer by clicking Properties or Settings on the Print dialog box. You can set the paper size, source, and orientation. If you want to print more than one drawing, use SmartPlant P&ID Drawing Manager, which has multiple drawing printing functionality.
Print to a File
1. On the Main toolbar, click Print 3. Click OK. 4. On the Print to file dialog box, select the folder to which you want to print to, and type the name of the file. Note
Custom - Defines the sheet size according to the recorded width (W) and height (H) values. If you select Custom as the sheet size, you must type custom W and H values. The Custom option is not available for existing drawings, only for new templates. H (Height) - Displays the height of the custom sheet size. Landscape - Displays the page so that the long edge is the top of the page. Orientation - Click either the Portrait or Landscape option. The page orientation is displayed according to each option. Portrait - Displays the page so that the short edge is the top of the page. Sheet Size - Sets the size of the sheet. If you select Custom as the sheet size, you must type custom W and H values. Note
You can specify a new sheet size for an existing drawing; that is, you can change, for example, a B-size drawing to a C-size. Choose the template size from the list. The size choices are more limited for an existing drawing than for a new template.
Show Watermark - Specifies when a watermark appears by selecting either the While working option or the While printing option.
Printing Drawings: An Overview Standard - Defines the sheet size from a list of standard ANSI and ISO paper sizes. W (Width) - Displays the width of the custom sheet size. Watermark - Allows you to choose a graphic that faintly appears in the background of the drawing. While printing - Displays the watermark only when you are printing the drawing. While working - Displays the watermark in the background while you are working within the drawing. The watermark also appears on any printed copies. Related Topics Page Setup Command, page 369 Set up a Page Layout, page 370
4. Specify a watermark if you want a watermark to be displayed. Specify when you want the watermark to be displayed by selecting either the While working option or the While printing option. Related Topics Creating Drawing Templates: An Overview, page 119 Printing Drawings: An Overview, page 361 Working With the Design Window: An Overview, page 15
Working with The Engineering Framework: An Overview Related Topics Access the SmartPlant Foundation Web Client, page 381 Find a Document to Publish, page 380 Publish a Document to TEF, page 378 Retrieve a Document from TEF, page 386
Creates a new master document and the first revision in SmartPlant Foundation the first time that you publish a particular document. From that point on, the software creates new versions and revisions each time that you publish the document. The software relates revisions to the master document. You can publish subsequent revisions into a workflow, which can be a different workflow from the original publish action. Changes in the document status of a related revision change the status of the subsequently published versions and revisions of the document. Publishes a visual representation of the document that you can view without the authoring tool. For many applications, this is an Intergraph proprietary file, called a RAD file. The viewable file can also be an Excel workbook or another viewable file type, such as .pdf or .doc. Users can review and edit the visual representation of the document using SmartPlant Markup. Publishes associated data into TEF, depending on workflow approval. If the data is approved and loaded, it is used for reporting and subsequent retrieval by downstream applications. The software publishes only meaningful engineering data to TEF. The published data is not enough to recreate the document in the original authoring tool. The software publishes some document types without the associated data, such as reports from authoring tools (for example, line lists in P&ID). You can submit documents published without data to workflows just like documents with data. The document types and data that you can publish depend on the authoring tool that you use.
For more information about revisions and versions, see the SmartPlant Foundation Web Client User's Guide.
Working with The Engineering Framework: An Overview Reasons to Publish You can publish documents and associated data into TEF for several reasons:
To exchange and enhance data among tools, allowing users to avoid creating data multiple times in multiple authoring tools To report on common data that originates in multiple tools To provide enterprise-wide accessibility to published documents To manage change, including workflow history and document revision management
You can also publish documents to share information with users in other tools without going through a formal workflow. To share data, you can publish a document to a For sharing workflow that has only a load step so that the data is loaded into SmartPlant Foundation as soon as you publish the document. You can also publish a document by not assigning the document to a workflow but by using the default workflow from SmartPlant Foundation. When you do not select a workflow for a document during publishing, the Framework Loader loads the document into SmartPlant Foundation as soon as it reaches the top of the Loader queue. Document Types for Publishing Each authoring tool publishes different documents and data. The following list contains each authoring tool that is part of the Framework, the document types that each tool publishes, and information about whether data is also published with each document type. INtools
Instrument Index documents and data, limited Instrument Specification Sheet documents Instrument Process Data Sheet documents Instrument Loop Drawings I/O Assignment document Piping and Instrumentation Diagram (P&ID) documents and data Line List documents P&ID generated report documents PFD documents and data Equipment Data Sheet documents and data Summary Sheet documents and data
SmartPlant P&ID
Zyqad
Orthographic Drawings Work Breakdown Structures (WBS) Plant Breakdown Structures (PBS)
SmartPlant Foundation
All Authoring Tools The PBS document contains information about the physical project with the following structure: plant/area/unit. When a PBS document is published from SmartPlant Foundation, the authoring tools are notified about the plant, areas, and units that need to be created in each authoring tool. The PBS in the authoring tools must match the one in SmartPlant Foundation for publishing from the authoring tools and object correlation to work properly. The WBS document contains information about the project and its status in a plant/project/contract structure. When a WBS document is published from SmartPlant Foundation, the authoring tools are notified of projects and contracts that need to be created in the authoring tools. The WBS in the authoring tools must match the one in SmartPlant Foundation for publishing from the authoring tools and object correlation to work correctly. Publishing Files without Data You can also browse to other file types on the file system, such as Microsoft Word or Excel files, or SmartSketch files, in order to publish them. These documents are always published without data. The primary reasons to publish documents without data are that the SmartPlant Foundation Change Management functionality can manage document changes and reviews using workflows and that you can view the documents electronically. Related Topics Access the SmartPlant Foundation Web Client, page 381 Find a Document to Publish, page 380
Publish Command
Framework > Publish Opens the Publish dialog box, and allows you to send the information of the documents that you have selected to The Engineering Framework (TEF). Related Topics Publishing to TEF: An Overview, page 373 Working with The Engineering Framework: An Overview, page 371
You may select rows that are in white on this dialog box. Rows that are gray are provided for viewing purposes only and cannot be selected.
Related Topics Find a Document to Publish, page 380 Publish a Document to TEF, page 378 Publish Command, page 375
Working with The Engineering Framework: An Overview Related Topics Find a Document to Publish, page 380 Find Documents to Publish Command, page 379 Publish a Document to TEF, page 378 Publish Command, page 375
This feature is also available through the SmartPlant Foundation Web Client. For more information, see Access the SmartPlant Foundation Web Client, page 381. This command is available only if the active plant has been registered with The Engineering Framework (TEF). For more information, see SmartPlant Engineering Manager Help and Related Topics.
The documents listed on the Publish dialog box when it first opens are documents that you selected in the authoring tool before you clicked the Publish command. 2. Add any additional documents to the Selected documents list on the Publish dialog box by using the buttons in the Add area.
Note
You can select the Batch publish option to indicate that the retrieval process is run in batch mode (that is, in the background). When you use this feature, an e-mail message alerts you when the process is complete. Otherwise, the publishing process begins interactively as soon as you click OK.
Related Topics Publishing to TEF: An Overview, page 373 Working with The Engineering Framework: An Overview, page 371
Working with The Engineering Framework: An Overview Clear All - Cancels the selection of all the files in the Select documents to publish list. Related Topics Find a Document to Publish, page 380 Find Documents to Publish Command, page 379 Publish a Document to TEF, page 378 Publish Command, page 375
This feature is also available by clicking the Find button on the Publish dialog box. This command is available only if the active plant has been registered with The Engineering Framework (TEF). For more information, see SmartPlant Engineering Manager Help and Related Topics.
TEF communicates with the authoring tool to determine the documents that need to be published or re-published to TEF. When the results of this search are available, the documents appear in lists in the Find Documents to Publish dialog box. 2. From the Select documents to publish list on the Find Documents to Publish dialog box, indicate the documents that you want to publish to TEF by clicking the corresponding check box.
Tip You can quickly select the entire list by clicking Select All, or you can clear the entire list by clicking Clear All. 3. From the Select documents to terminate list, indicate the documents that you want to remove from TEF.
Tips
Documents in this list are in TEF but are no longer present in the authoring tool. This step is necessary only if a document was deleted from the authoring tool, but is still available in TEF. The selected documents now appear in the Documents to Publish list on the Publish dialog box, and you can publish them to TEF. For more information about publishing documents, see Publish a Document to TEF, page 378.
The lists displayed on the Find Documents to Publish dialog box are compiled at the time indicated in the Last search performed box. You can update the lists by clicking Update, but this process can be time consuming, depending on the mode you are running the applications in: synchronous or asynchronous.
Related Topics Publishing to TEF: An Overview, page 373 Working with The Engineering Framework: An Overview, page 371
Browser Command
Framework > Browser Opens a web-based user interface that allows you to interact with SmartPlant Foundation if the active plant is registered with The Engineering Framework (TEF). From this interface, you can perform a number of tasks, such as browsing for documents that have been published to TEF, using the SmartPlant Foundation To Do List to complete tasks, comparing TEF documents with the data in your authoring tool, and subscribing to documents in order to receive notification of changes to the documents. Related Topics Access the SmartPlant Foundation Web Client, page 381 Working with The Engineering Framework: An Overview, page 371
This command is available only if the active plant has been registered with The Engineering Framework (TEF). For more information, see SmartPlant Engineering Manager Help and Related Topics. Note
From the SmartPlant Foundation Web Client, you can perform a number of tasks, such as publishing or retrieving documents, comparing documents, subscribing to document changes, and so forth. Many of these tasks can be performed from the authoring tools, such as SmartPlant P&ID or SmartPlant Electrical, but the Web Client provides unique access to other features such as the Web Client To Do List and search capabilities.
Related Topics Working with The Engineering Framework: An Overview, page 371 SmartPlant P&ID Users Guide 381
As published - Retrieves only the data the authoring tool originally published with the selected revision and version of the document. With the latest data - Retrieves the latest data associated with the selected document in the SmartPlant Foundation database. That is, if another more recently published document contains updates to objects in the document that you selected, the software retrieves the most current data in the SmartPlant Foundation database for those common objects.
Working with The Engineering Framework: An Overview Retrieval Document Types The types of documents that you can retrieve depend on the authoring tool that you are using. The following lists include the documents that each authoring tool can retrieve: SmartPlant P&ID
PFDs Equipment Data Sheets Instrument Index documents Instrument I/O Assignment documents P&IDs PFDs Equipment Data Sheets Summary Sheet documents and data P&IDs P&IDs Instrument Index documents P&IDs
Zyqad
INtools
SmartPlant 3D
All Authoring Tools From most authoring tools, you can retrieve Plant Breakdown Structure (PBS) and Work Breakdown Structure (WBS) documents. The PBS and WBS, created in SmartPlant Foundation and published to TEF, are retrieved by authoring tools in order to provide information about the plants, areas, units, projects, and contracts that need to be created in the authoring tool so that the information is consistent across all associated applications. The PBS contains information about the physical project with the following plant hierarchy: plant-area-unit. The WBS contains information about the concepts of the project in a plant-project-contract hierarchy. When an authoring tool retrieves it, the WBS communicates project status. Notes
Retrieving the WBS and PBS into SmartPlant Engineering Manager (SPEM) creates items in the SPEM To Do List. Create the appropriate structures by running these tasks.
When using SmartPlant 3D, you must create the PBS and WBS structures manually. These documents cannot be retrieved into that application. When using INtools, you must create the plant-area-unit according to PBS information in SmartPlant Foundation before you retrieve either the PBS or the WBS. You must create at least one unit before you can retrieve any documents from TEF.
Data Handling After Retrieval The authoring tool that you use also determines how the software deals with changes in downstream data when you retrieve a document. In SmartPlant P&ID and INtools, the authoring tool analyzes the impact of the newly retrieved data on the existing database, and then it places tasks that instruct you to create, delete, or modify items at the appropriate time in the design process on the To Do List. The To Do List gives you the opportunity to view and understand potential changes before accepting, deleting, or modifying those changes. Zyqad, on the other hand automatically overwrites the existing database information when you retrieve data. You are not required to accept or reject changes in Zyqad. In SmartPlant 3D, you can view the Piping and Instrumentation Diagram (P&ID) by using the View > P&ID command, which pulls the data and correlates items. Design Basis Objects that tools retrieve from other authoring tools can become the design basis for objects downstream in the design process. An object that becomes a design basis for another object can be a specific object that gets richer as it moves through the schematic or logical lifecycle of one application and evolves into a more detailed object downstream. The design basis is implied and based on retrieval; you do not have to define it. For example, a pump retrieved from a PFD becomes the design basis for a pump in the P&ID. When you change common properties for the pump and retrieve the changes into SmartPlant P&ID, tasks to update the pump automatically appear in the To Do List. The same process works for logical items that are a design basis for other items, such as a stream in Zyqad that results in multiple pipe runs in SmartPlant P&ID. Related Topics Open the To Do List, page 391 Retrieve a Document from TEF, page 386
Retrieve Command
Framework > Retrieve Opens the Retrieve dialog box, and provides a list of the files that can be retrieved by the authoring tool (SmartPlant Electrical or SmartPlant P&ID, for instance). You can select the documents that you want to retrieve and thereby bring in the information from the The Engineering Framework (TEF). Related Topics Retrieve a Document from TEF, page 386 Retrieving from TEF: An Overview, page 382 Working with The Engineering Framework: An Overview, page 371
This command is available only if the active plant has been registered with The Engineering Framework (TEF). For more information, see SmartPlant Engineering Manager Help and Related Topics.
TEF searches the SmartPlant Foundation project for documents that are ready to be retrieved into your tool. These documents can appear in the Documents to retrieve list. 2. On the Retrieve dialog box, select the types of files that are displayed in the Documents to retrieve list by choosing either Only documents to be retrieved or All documents in the SmartPlant Foundation project or by using the Document type list.
3. From the Documents to retrieve list, select the documents you want to retrieve by clicking the corresponding check box. Tip You can quickly select the entire list by clicking Select All, or you can clear the entire list by clicking Clear All. 4. By using the Retrieve Option list for each document you are retrieving, select whether you want to retrieve each document by using the As published option or the With the latest data option.
Notes
You can select the Batch retrieve option to indicate that the retrieval process is run in batch mode (that is, in the background). When you use this feature, an e-mail message alerts you when the process is complete. Otherwise, the retrieval process begins interactively as soon as you click OK.
Related Topics Retrieving from TEF: An Overview, page 382 Working with The Engineering Framework: An Overview, page 371
Correlate Command
Framework > Correlate Opens the Correlate Items dialog box and allows you to review and edit the correlation between plant items and design basis items. Related Topics Correlate Additional Items with a Design Basis Item, page 389 Correlating Items: An Overview, page 387 Remove the Correlation Between Added and Design Basis Items, page 389 Working with The Engineering Framework: An Overview, page 371
Working with The Engineering Framework: An Overview Select - Allows you to review a different drawing item. Clicking this button clears the Items list. As you move your pointer over an item in the drawing that is already correlated, the item is highlighted. When you click on a correlated item, it is added to the Items list as a primary item. Then the application searches the database for all other items that are correlated to the same design basis item and adds them to the list as well. Right-clicking quits this command. Add - Allows you to correlate an additional item to the same design basis item that the listed items are already correlated to. This command is available only when one or more items already appear in the Items list. As you move your pointer over an item in the drawing that has the same item type as the items in the list, the drawing item is highlighted. When you click on a highlighted item, it is correlated with the same design basis item, and it is added to the list. If you click on an item that is already correlated to some other design basis item, a confirmation message appears. If you correlate a new item with a previously correlated item, both are associated with the same design basis item; however, the new item inherits the properties of the item that it is correlated to rather than the design basis item. Remove - Deletes the selected item from the Items list and cancels its correlation with the design basis item. Related Topics Correlate Additional Items with a Design Basis Item, page 389 Correlate Command, page 387 Remove the Correlation Between Added and Design Basis Items, page 389 Working with The Engineering Framework: An Overview, page 371
4. Select a item in the drawing that you want to correlate to the retrieved item. Tip
When the Correlate Items dialog box opens, you can highlight and select only items that were retrieved from TEF or native P&ID items that are already correlated. Since items from TEF already have a correlation, a message appears to make sure that you want to change the existing correlation.
Note
When you import a document into SmartPlant P&ID from TEF, each item that is created in a stockpile is automatically correlated to the design basis item that it came from. The above procedure is to correlate additional drawing items to the design basis item.
Related Topics Correlating Items: An Overview, page 387 Working with The Engineering Framework: An Overview, page 371
Create - Creates a new item in the stockpile Update - Updates the selected properties of the specified item Delete - Deletes the specified item from the plant Manual - Creates and displays a reminder. You can decide when a manual task is complete and set the status accordingly.
Each task in the To Do List has a status. Initially, the status is Open. If you successfully run the task, the status changes to Complete . If you attempt to run a task, but the process is not completed successfully, the status is changed to Error . Error status occurs, for example, if you attempt to run an Update task assigned to a drawing that is not currently open. You can also postpone running a task and change its status to Deferred . Notes
When an Update task is created in the To Do List, the units of measure used in properties are automatically converted to the defaults for the plant. The units of measure used for properties in Create tasks are converted to the plant defaults when the task is run. By clicking the heading of columns on the To Do List, you sort the list by the values in that column. You can change the order in which these columns appear in the Task List by right-clicking a column heading and choosing either Shift Left or Shift Right from the shortcut menu to move the column one place in either direction.
Working with The Engineering Framework: An Overview Related Topics Add a New Manual Task to the To Do List, page 396 Defer a Task on the To Do List, page 402 Open a Drawing from the To Do List, page 394 Remove a Task from the To Do List, page 402 Run a Task from the To Do List, page 401 Update the To Do List Display, page 405
To Do List Command
Framework > To Do List Opens the To Do List dialog box, which lists tasks to be performed in SmartPlant P&ID. From this dialog box, you can run, defer, or delete tasks, and you can organize your tasks. Note
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
When a task runs, the status of the task and the Run Date and Run By properties are updated. If the task runs successfully, the status is updated to Completed . If there is a problem, the status is updated to Error , and a timestamp and error message are added to the Notes area.
Defer Task - Toggles the status of the selected tasks between Open and Deferred . This command is available only when the selected task or tasks have either Open, Error , or Deferred status. Delete Task - Allows you to delete the selected task from the To Do List. This command is available only when one or more tasks are selected. A confirmation dialog box appears to verify deletion of the selected task or tasks. View Deleted - Displays a list of tasks that have been deleted from the To Do List in the Task list on a gray background. This command toggles this feature on and off. If you wish to completely delete tasks from the list of deleted tasks, you can select them and click Delete Task again on the To Do List toolbar. Report - Opens Excel and runs a report on the contents of the To Do List. This command is only available from the To Do List toolbar, but the report template, called To Do List.xls, produces reports much the same way other SmartPlant reports are produced. Refresh - Updates the information that is displayed in the To Do List. Since only one To Do List is generated per plant, multiple users can be working in the To Do List at the same time, and so the information can change at any time. You can use the Refresh command to stay up-to-date. Task List - Populates automatically when you retrieve a document from TEF. This list provides information about each task, including, for example, the status of the task, the destination drawing, the name of the task, a description of the task, and so forth. By clicking the heading of any of these columns, you sort the list by the values in that column. You can change the order in which these columns appear in the Task List by right-clicking a column heading and choosing either Shift Left or Shift Right on the shortcut menu to move the column one place in either direction. Doubleclicking a task opens the Task Properties dialog box for that task. Related Topics Open the To Do List, page 391 To Do List Command, page 391
Note
Once the drawing is open, you can display drawing items from the To Do List, too. For more information, see View a Drawing Item from the To Do List, page 395.
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Zoom In Command
Framework > To Do List > Zoom In Centers and zooms in on the drawing items associated with the selected task or tasks in the Drawing view. You select the tasks from the Task list on the To Do List dialog box. This command allows you to visually inspect the referenced objects in the context of the surrounding drawing and is available when the selected task is associated with graphics and the drawing that contains the object is open and active.
Working with The Engineering Framework: An Overview If multiple tasks are selected, this command is available only if each of the tasks meets these criteria. Related Topics Open a Drawing from the To Do List, page 394 Using the To Do List: An Overview, page 390 View a Drawing Item from the To Do List, page 395 Working with The Engineering Framework: An Overview, page 371
The software opens a Drawing view with the drawing items that are associated with the task highlighted.
Notes
The Zoom command is available only for Update and Delete tasks, not for Create tasks, and only when the drawing that the item belongs to is already open. You can open a drawing from the To Do List. For more information, see Open a Drawing from the To Do List, page 394.
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Manually created tasks are not executable tasks and cannot be run from the To Do List.
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Properties Command
Framework > To Do List > Properties Displays the Task Properties dialog box for the selected task. This dialog box shows the detailed properties of the task. This command is available only when a single task is selected. Related Topics Modify To Do List Task Properties, page 399 Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Working with The Engineering Framework: An Overview Related Topics Modify To Do List Task Properties, page 399 Properties Command, page 28
Working with The Engineering Framework: An Overview Related Topics Modify To Do List Task Properties, page 399 Properties Command, page 28
Note
The properties available for each task depend on the type of task. For all types, you can edit the name and notes for the task. For Create tasks, you can edit the catalog item being created and turn off or on the values assigned to different properties for that item. For Update tasks, you can turn off or on the new values assigned to properties for the item.
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Working with The Engineering Framework: An Overview When a task runs, the status of the task and the Run Date and Run By properties are updated. If the task runs successfully, the status is updated to Completed . If there is a problem, the status is updated to Error , and a timestamp and error message are added to the Notes area. Related Topics Run a Task from the To Do List, page 401 Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
If a task is assigned to a drawing, that drawing must be open before you can run the task. You can open a drawing from the To Do List. For more information, see Open a Drawing from the To Do List, page 394. Manually created tasks are not executable tasks and cannot be run from the To Do List.
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
You can display deleted tasks in the To Do List. For more information, see Display Deleted Tasks on the To Do List, page 403.
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Report Command
Framework > To Do List > Report Opens Excel and runs a report on the contents of the To Do List. This command is only available from the To Do List toolbar, but the report template, called To Do List.xls, produces reports much the same way other SmartPlant reports are produced. Related Topics Run a To Do List Report, page 404 Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
on the toolbar.
Note
The report template for this report that is included with the software is called To Do List.xls. It is a tabular format report template. This To Do List report can be customized in the same ways that other reports can be customized (for instance, you can add a filter so that only tasks with particular properties are reported on, or you can sort the output in an appropriate order for your project). For more information, see Edit a Report Template, page 348.
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Refresh Command
Framework > To Do List > Refresh Updates the information that is displayed in the To Do List. Since only one To Do List is generated per plant, multiple users can be working in the To Do List at the same time, and so the information can change at any time. You can use the Refresh command to stay up-to-date. Related Topics Update the To Do List Display, page 405 Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
Related Topics Using the To Do List: An Overview, page 390 Working with The Engineering Framework: An Overview, page 371
If you know the construction status before placing an item, click Tools > Options, and then set the status on the Placement tab. All items that are subsequently placed in the drawing are assigned this status. If you have already placed an item, select the item in the drawing and change the status in the Properties window.
Related Topics Customize the Software With the Options Command, page 21
Comparing SmartPlant P&ID with PDS: An Overview Related Topics Reapply Placement Rules to Resolve an Inconsistency, page 322 Resolve an Inconsistency, page 319 Review an Inconsistency, page 317
Project filters are stored in Project Folders, and personal filters are stored in My Folders. The plant administrator defines project filters, while each individual user defines personal filters. You can use filters along with rules to check for errors in certain filtered views. SmartPlant P&ID offers extensive flexibility in creating and editing filters. You can even edit the individual properties of the filters. For more information about creating and editing filters, see SmartPlant Filter Manager Help. Related Topics Customize a Filter Tab for the Drawing View, page 138
Glossary
Glossary
A absolute path name Sequence of directories, beginning with the node name, that locates a file, for example, \\MyPC\C:\temp\MyFile.txt. access Performing actions that are required to use the SmartPlant P&ID software. active placement point Coordinates that define the point where you place piping and instrumentation. alphanumeric Information in the form of letter, numbers, and some special character and punctuation marks. angle Circular measurement of the intersection of two lines in degrees. You measure angles in a clockwise or counterclockwise direction. angle bisector A line that divides an angle into two equal parts. angle key-in A number that you type to specify an active angle. annotations Dimensions, notes, symbols, or reports that you place in a drawing to provide information or comments. append To add to the end of a file, a file name, text string, and so forth. archive To copy a file to a specified storage location and then delete the file from the current location. attribute 1. A property or characteristic of a component. 2. A characteristic that all members of a class possess. Each property has an associated value that defines its current state. Most databases represent an attribute by a column in a table.
Glossary axis An imaginary line that defines the orientation of a system or item. Most orientations use an x-, y-, and z-axis. B batch A group of jobs to process on a computer at one time with the same program without user intervention. bearing The acute horizontal angle of a line with respect to a reference line. Bill of Materials A detailed list of the items that you assemble. Boolean operator Syntax that defines logical relationships between expressions like AND (both), OR (either), and NOT (other than). branch point A point on a pipe run that separates piping segments for assignments with different segment parameters. break label A graphic label placed at a point in a piping line at which any property can change value. C cache A secure place of storage. catalog A collection of catalog items, which are blueprints or templates for creating an item within the model. category A grouping of items by description. A classification of items that share common values for specified properties. A set of filters can define the potential membership in a category. centerline Graphic representation of the central axis of an item. character Data type that stores alphanumeric character data.
Glossary check in Process of moving a file from a user location to a storage location and recording that location in the database. class Blueprint for creating an item. The class defines the properties and behaviors that an item can show. client In network operations, a node that accesses data or performs a function on the remote resource, usually a server. All network operations among two or more nodes establish a client/server relationship. client/server database A database system in which the database engine and database applications reside on separate, intelligent computers that communicate with each other through a network. In this system, the processing power is split between the two CPUs. The workstation for the user is the client, and the database runs on the server. collection An indexed group, or select list, that contains similar items. commodity code A code that you define that provides an index to material descriptions. commodity item Standard component that you can find in a manufacturer catalog. commodity option A pre-defined exception to the default settings for a component definition in the Piping Job Specification. component A catalog item that represents a part of the P&ID. A component has database information associated with it. concatenate To connect in a series; to link or append. concentric Having a common center or origin point with varying radii. configuration Relative arrangement of parts or items.
Glossary connect point Active point item that is specially designated in a component. A connect point is a location at which you can connect lines, labels, and other components to one another. Also, a location for applying a relationship connectivity Linkage between items that relates because of their graphics, like a valve and a pipe run. Proper connectivity must exist to confirm valid data integrity. connector Item with multiple vertices; behavior of a connector relies on the two items that it connects. context-sensitive help Display of help topics that are associated with a dialog box or command. For example, you can press F1 to learn about a dialog box. coordinate Location of a point along the x-, y-, or z-axis. coordinate system Geometric relation that denotes the location of points in the design cube. The most common coordinate system is the rectangular coordinate system; points are located by traversing the x-, y-, and z-axes. Normally, the origin of coordinate systems is 0,0,0. Other coordinate systems more easily express the coordinates of specific geometric entries. For example, you can use a spherical coordinate system to define points on a sphere, or use a cylindrical coordinate system to define points on a cylinder. coordinates Ordered set of absolute or relative data values that specify a location in a coordinate system. cursor See pointer. D data Facts or raw material that you add, change, or delete. data dictionary The underlying data model of a plant, consisting of database entries and select lists. SmartPlant Data Dictionary Manager maintains this information. data model Application items that populate a project. Typical items in a data model are components, lines, and labels. SmartPlant P&ID Users Guide 417
Glossary database Collection of files of comprehensive information that have predefined structure and organization; a specific program can communicate, interpret, or process these files. database administrator The technical support person who assigns user IDs and data access permissions, creates new databases, removes databases no longer in use, and monitors disk storage usage of the database and performance. database table Part of the database consisting of rows and columns and containing information about the project and design elements. default Predetermined value of a parameter that the system or a program automatically supplies whenever the user does not specify a value. delimiter A separating mark or space; a character or sequence of contiguous characters that mark the end of a string of characters. design database Database that contains the non-graphical data for the equipment and piping models. design file File containing graphics and text data, also called a drawing file. design session Elapsed time from when you open a design file until you close the design file. design-wide break A region of the drawing within which a single property value is defined for all the included components. Indicating the region, a closed shape exists, along with an accompanying label that shows the property value. device Non-addressable component of a network; examples of devices are a tape drive, disk drive, or floppy disk. diameter A straight line passing through the origin of an arc or circle, ending at the points of intersection with that arc or circle. digits of accuracy Number of digits used after a decimal point to display the discharge dimensions.
Glossary directional Referring to items that depend on their orientations to directional flow for correct placement in a drawing; directional items use the direction of the line in which you located them. directory File or folder that stores the names of other files. display-only annotation Feature that allows you to generate temporary annotation graphics for review without placing the graphics in a design file. dithering Technique for achieving greater color resolution at the expense of spatial resolution. More colors are produced with loss of some detail. diversity Amount of deviation in airflow that a system encounters from the design conditions. drag To use the software functionality that attaches the pointer to an item so you can see the item move in dynamics. drawing file File in which you place items; also called a design file. drawing, P&ID Graphics file that contains data about one unit. Each drawing has a unique drawing number within the unit to which the drawing belongs. drawing view Specific, scaled view produced from the model graphics. You can consider a drawing view like a window into a specified volume in the model. driving label Graphics, text, or both with their own entities and properties that you place on the P&ID to define values for properties of the components and groups to which they apply. E easting Term used in plane surveying that describes an east, or positive, difference in longitude. edge-edge model Model that represents connectivity entire by edges. SmartPlant P&ID Users Guide 419
Glossary endpoint Data point that defines the end of a linear element. enumerated list See select list. equipment components Items associated with pieces of equipment, such as nozzles and trays. As you place equipment components, the software automatically creates a group relationship between the equipment and the component. As a group, the components move along with the equipment. equipment group A single-name equipment body and any items within or attached to the body, such as a tray or nozzle. event A status milestone that tracks the history of an item. Examples of events are creation, name change, and assignment to unit. exclusive database relationship Relationship that exists between any given instrument and the loop to which it belongs - that is, an instrument can belong only to one loop at a time. exit elevation Lowest downstream elevation point on the internal diameter of a pipe. F fences Temporary method of locating and grouping items that you need to change. field Interface component of a dialog box that displays information to you or allows you to type data to record. file Collection of logical records stored as a unit. file name Name that a user defines for an interactively created file. For easier identification, the name should relate to the contents of the file. file specification Path name that instructs the software for the location of a file.
Glossary filter Function that creates a subset of items. This subset meets criteria that property values define. fixed point A control point that usually is a locally known monument with known coordinates. flow rate Quantity of fluid that flows per unit of time. flow time Required time for the flow, from the start of the piped system, to reach a downstream point. font Complete set and style of the characters and symbols of a typeface used for displaying text that you place in a drawing file. full path name Name of the entire path or directory hierarchy to a file, including the filename. See also relative path name. G gap Condition that exists when two lines intersect graphically on the P&ID but not physically in the plant. geometric industry standard A select-list property that identifies the source of the data - industry standard such as ANSI, ISO, or DIN, or company standard - from which the software deduces the specific geometry of a commodity item. glyphs 1. Icons attached to the pointer that provide feedback as you draw. For SmartPlant P&ID, glyphs identify the relationships that you are creating. 2. Icons that show the perpendicular or parallel relationships with other items in the drawing as you point over items in the drawing. grid Network of uniformly spaced horizontal and perpendicular lines that help to identify either 2-D or 3-D relationships. group Set of components with physical boundaries and a single name - that is, a group number.
Glossary H handles Graphical indications that appear when you perform a valid change to an item. header First items of information in a file that precede any actual data. The header contains information on the structure and contents of the file. height property Distance between the base offset and the top of the item. This property provides a method to represent a 3-D model when working in a 2-D drawing. hierarchical An ordered relationship from greatest to least; refers to the relationships among groups, components, and labels. hierarchy A classified structure with superiors, or roots, and subordinates, or dependents, for grouping files or commands. horizontal Parallel to, in the plane of, or operating in a plane parallel to the horizon or to a base line. horizontal angle Angle measured in the horizontal plane. Horizontal angles are the basic measurements needed to determine bearings and azimuths. horizontal distance Distance between two points computed using only the northing and easting coordinates of the points. horizontal scale A scaling factor that exaggerates the horizontal scale as you draw graphics. I icon A pictorial representation or image; a symbol that graphically identifies a command or task. implied piping component Piping components that the software creates in the alphanumeric database; these components are not represented graphically.
Glossary import Process that transports or transfers data from one environment to another. import script File that the software uses to import or transfer data. inline Term used to refer to those piping or instrument components that you can insert in a piping segment. inline instruments Components that you can insert into a piping segment. Inline instruments include instrument valves, such as butterfly valves and temperature regulator valves, and other instrument components, such as orifice plates and flow controllers. input The data submitted to a computer for processing. instance A single allocation of an item class. instrument loops A group of one or more instruments or control functions arranged so that signals can pass from one function to the next for the purpose of measuring and controlling a process variable. In SmartPlant P&ID, you can create instrument loops containing any combination of inline and offline instruments. instruments Devices that directly or indirectly measure or control a variable in a plant process, such as flow or temperature. Instruments can be devices such as final control elements, computing devices, or electrical switches. Two types of instruments exist: inline instruments and offline instruments. integer A whole number with no fractional part. interference checking Process that identifies possible collisions or insufficient clearance between items in a drawing. isometric Relating to or concerning a drafting system characterized by three equal axes at right angles; a view in which the horizontal lines of an item are drawn at an angle to the horizontal and all verticals are projected at an angle from the base.
Glossary item Unit of storage within a larger unit, such as a file in a catalog; a single member in the P&ID. item type Distinct objects that users can manipulate in SmartPlant P&ID, such as equipment, events, and safety classes. J justification Point of orientation for text placement. K key Property or column in a table that is the access vehicle to individual rows of the table. keypoint Point on an item, including vertices, to which you can snap in the drawing - that is, connect to the item. L label A graphic representation that reflects the status or condition of an associated item. label, PDS 2D Intelligent graphics and text that identify a group or component. Each label is an entity with properties and provides the primary means of defining property values in the P&ID task. layer A logical grouping of items on a drawing sheet. You can have several layers in a drawing sheet. line route Collection of ordered line runs, gaps, and components that all share the same attribution. A line route contains line runs, components, gaps, and properties; however, a line route does not contain any branches. line string A series of connected line segments. line style Collection of formats or properties that you name and store as a group to apply as a style of a line.
Glossary line width Thickness of a displayed item. linear Having a single dimension; a line. M MTO Material take-off; also called a Bill of Materials. macro A sequence of actions or commands that can be named and stored. When you run the macro, the software performs the actions or runs the commands. You can create the macros in Visual Basic or other OLE-aware programming applications. Some of the OLE-aware programming applications are VBA, Visual C++ Delphi, Visual Basic, and so forth. makeup air Air brought into a space from the outside to replace exhausted air. mirror To create the reverse image of a display set through a plane or around a defined axis. mirror handle Reflects an image about the horizontal and vertical axes. Point to the manipulation handle on upper corner of an item to display the mirror handle. model A representation of graphics or a schema; collection of all items and their relationships to create a coherent description of a process plant. N network Interconnection of host computers and workstations that allows them to share data and control. The term has a dual meaning: network can refer to the devices that connect the system, or network can refer to the connected system. Nominal Piping Diameter (NPD) The approximate diameter of a pipe. northing Term used to describe a north coordinate location in the plant coordinate system. nozzle A special equipment item that contains the connection point to piping.
Glossary O occurrence A row within a relational database table. offline Term that refers to those instrument components that are not inserted in a pipe run. offline instruments Components that you do not insert into a piping segment. Typically, these components are the instruments that monitor and control inline instruments. Offline instruments include temperature regulators, level gauges, and system functions, such as digital control stations (DCS) or computers. operator The part of the Structured Query Language (SQL) syntax that defines relationships between data. Examples are equal to and greater than. Oracle A relational database management system. orientation Position of items in the design plane relative to the origin. See also orientation by system, orientation by user, and orientation fixed. orientation by system A type of orientation in which the software places items in the same orientation that you created them, if you place the items in free space or in a horizontal line. For example, if you placed the item in a vertical line, the software automatically rotates the item 90 degrees counterclockwise from the orientation in which you created it. See also orientation by user. orientation by user A type of orientation in which you define the orientation of an item when you place it. The default orientation of this item is identical to items that the software orients. You can change the default orientation at placement time. See also orientation by system and orientation fixed. orientation fixed A type of orientation in which the software places items in the same orientation in which you created them, regardless of the method or location that you used for placement. You cannot change the orientation at placement time. See also orientation by system and orientation by user. origin In coordinate geometry, the point where the x-, y-, and z-axes intersect.
Glossary orthogonal view A view that is a projection of the drawing onto a plane along lines that are orthogonal to the plane. P PFD Process Flow Diagram; a drawing that serves as a start for a P&ID. P&ID See Piping and Instrumentation Diagram. parameter A property with a value that determines the characteristics or behavior of an item. parametric item Item that contains geometry constrained together using relationships, with driving dimensions that are defined as adjustable parameters. path name Sequence of directories leading to a file. See also absolute path name and relative path name. peak flow Maximum flow rate of water through a specific size pipe. pipe run A line run that has piping properties. Also, a contiguous set of pipe run segments separated only by inline components, branch points and gap components. A pipe run has a beginning and an end. It does not branch or contain spaces between components. A pipe run segment may have identical properties as a pipe run from which it branches but is not considered part of the pipe run. pipeline Set of connected piping segments and their associated piping items. Also, the collection of pipe runs from all drawings in a project whose project-defined line property values are identical. Piping and Instrumentation Diagram (P&ID) Primary drawing for maintaining a plant. The P&ID includes three primary groups of items: equipment, piping, and instrumentation. The drawing relates critical processrelated information, such as process conditions for temperatures and pressures, and identifies physical components in the plant. The P&ID is the basis for both the construction of the physical plant and further specification of instrumentation components.
Glossary piping components Graphic elements that represent processes or functions within a particular piping segment. Piping components include valves, flanges, reducers, strainers, and safety components. In drawings, piping components are connected with multiple line segments. Piping Materials Class (PMC) Classification of components by service or specification - for example, a 150-pound carbon steel specification. piping network Series of connected pipe runs and inline components. A network terminates at a nozzle, off-page connector, utility connector, or one-point piping component - for example, a pipe cap. piping segment A line string with two or more vertices that defines the centerline geometry of the pipe run and contains the non-graphic data associated with the pipe run. plant A group of facilities and equipment that performs one or more material processing functions within a given geographical area. One company can have several plants located at different geographical locations. pointer On-screen tool that allows you to indicate an item or area. position angle Defines the angle between the horizontal axis, as drawn through the anchor point, and the rotate handle. primitive commands The most basic graphic command such as placing a line or placing a circle. primitive items An item, such as a line or circle, that you place by a primitive command. PFD Process Flow Diagram; a drawing that serves as a start for a P&ID. process line Ordered collection of connectors and inline components with an equal set of core properties - typically, items with the same line number. Specifically, a representation of the piping that transfers process fluid.
Glossary process point A tool that defines the operating conditions at a particular place during a process. Examples include defining temperature, density, and flow rate. project 1. A directory file created in an application environment that contains design files and subprojects. A project is not necessarily specific to an application; the project may contain design files from multiple applications. 2. Term used for convenient grouping of either all or part of the items that constitute a plant. Several projects can be under design at one time, probably in separate geographical locations and having limited communication among them. projection lines Witness lines; lines extending from the boundaries of an item and between which dimensioning data for the area marked by the projection lines is placed. property A unique characteristic of an object, item, symbol, or document. The properties of an item can include display properties and properties stored with the item. For example, the properties of a valve symbol can include display properties such as color, line style, and width. Other properties stored with the valve symbol can include the manufacturer, cost, or material. Properties stored with the valve symbol are displayed in the Properties window when the valve symbol is selected. R RAD 2D Draft Platform 2D graphic platform developed from the product core functionality of SmartSketch. reference data A collection of information containing facts relative to industry design codes, catalog data of vendors, job specifications, commodity libraries, graphics symbology, label descriptions, report formats, and other information of a similar theme. reference file A drawing file attached to another drawing file for reviewing reference; a graphic representation attached to a drawing view. relationship A condition that exists between items. You can establish relationships as you place new items or between items already on the drawing sheet. This connection indicates that some form of communication of behavior or state occurs.
Glossary relative mode A placement mode in which symbols respond to their orientation definition at creation time, whether they are defined in the P&ID reference data as orientation fixed, orientation by system or orientation by user, and to the orientation of any graphic item to which they are attached at placement time. Relative placement mode is more flexible then absolute, but much more difficult to predict. relative path name Sequence of directories leading from the current directory to a particular file. See also absolute path name and path name. report template An online outline for a new report that you need to define. You can select a user-level or a project-level template to create a new report template. required item Item that the plant model needs. An item is required if the Tag Required Flag property is set to True for the item in the Properties window of Catalog Manager. If you delete a required item from a drawing, it appears in the stockpile for later placement. revision cloud A set or arcs used to enclose changes that have occurred since the last revision. revision triangle A numbered triangle placed in the P&ID to indicate the drawing revision when the change occurred. rotate handle Turns a selected item around its anchor point. Point to the manipulation handle on either side of an item to display the rotate handle. rotation angle Defines the angle of change between the old and new positions of a rotated element. row A unit of related information in a table; one collection of column values for a table. rubberbanding Animation dynamic that allows you to specify the position of a data point while the item changes as you move the pointer. rule Standard mechanism for creating relationships. A rule defines a valid context for two items to communicate their behavior or state.
Glossary S scale To enlarge or reduce the size of a defined item, modifying only the dimensions but not the ratio among the pieces. Scale Handle Changes the size of a selected drawing item. Point to the manipulation handle on any corner of the item to display the scale handle. schema Description of the overall structure of the rulebase or database. schematic file Schematic drawing or diagram of a particular item in the plant. search criteria Set of values used to scan a database or object library. segment Contiguous piping and piping components between two points in the network at which properties change value. Segments terminate by property break labels, branches, nozzles, off-pace and utility connectors, and by the terminal ends of piping lines. select set A group of more than one drawing item. server In network operations, the node that maintains common data or performs a common task that clients need. All network operations between two or more nodes establish a client/server relationship. signal lines 1. Intelligent line strings that connect offline instruments, inline instruments, and piping. 2. An ordered collection of connectors, and inline components with an equal set of core properties: typically, items that share the same line number. Specifically, a representation of the wiring used for transferring electrical or software signals. 3. A collection of signal runs from all drawings in a project whose project-defined line property values are identical. signal run A line run with signal properties. See also pipe run.
Glossary slider Interface component of a dialog box that displays values along a range. source file Uncompiled version of a parametric definition or other data table. Usually, text libraries contain source files. See also neutral file. specific energy Depth of flow plus velocity head. Standard Query Language (SQL) Language developed by IBM for creating, modifying, and querying relational databases. step angle Specifies the increment of rotation for a selected item, relative to the anchor point of the item. A value of 0 degrees allows free rotation. The default Step Angle is 0 degrees. stockpile View of the data model, displaying items that you have not yet placed in the graphic model. style 1. The appearance of geometry and annotations on the drawing sheet. For example, color and line weight of an element, the font used in a text box, and so forth. 2. A collection of formats or properties that you name and store as a group. When you apply a style to a selected item, the software applies all the formats or properties in the style to the element. The style types include: fill, dimension, line, and text. surface of revolution Surface formed by the revolution of a curve about an axis in its plane. symbol, graphic Permanent association of items that you can store and place as a group but cannot manipulate as individual items. symbol name Descriptive phrase that names a symbol that resides in a folder. symbology 1. Display style of an item, including color, pattern, style, and width. 2. In Options Manager, symbology provides graphical clarity to a drawing by differentiating among various items by their appearance. Symbology refers to the color, line weight, and style associated with items in a particular filter.
Glossary T table Collection of data for quick reference, either stored in sequential locations in memory or printed as an array of rows and columns of data items of the same type. tabular data Non-graphic, alphanumeric information. task Grouping of related design activities. template A document or file having a preset format, used as a starting point or blueprint for a particular application so that the format does not have to be recreated each time it is used. In SmartPlant P&ID, a file used to create a drawing with a set of default parameters; a template serves as an outline or blueprint for you to create a new drawing. In SmartPlant Engineering Manager, a file used to create roles, data dictionaries or other database schemas. time stamping Process that prompts the software to generate a record when you change an property. transaction Nongraphic record of any additions, deletions, and changes that you request during job posting activities. U unit Group of parts of the schematic and individual worlds of a plant that together perform a given process function. The identifying number of the unit is unique within the project and within the plant. Most companies, but not all, use the concept of unit. user name Name that provides access to an account on the system. Same as username. utility Program that provides a commonly used service. V validation program User program that verifies data integrity in the database. values Data stored in a property; either you can enter this data or the software determines the value.
Glossary variable Quantity that can assume any one of a set of values. vector A quantity that has both magnitude and direction, generally represented as a line. You can manipulate vectors geometrically. A coordinate triple (x, y, z) represents a vector. vertical Located at a right angle to the plane of a supporting surface. vertical angle Angle above or below a horizontal plane through the line of sight. The format that you type for vertical angles is the occupied point, the foresight point, and the measured angle. vertical scale Scaling factor that exaggerates the vertical scale of graphics when you draw; also called Z scale or Z factor. view Defined area of vision on a screen or window. The visual contents of a window displaying an aspect of the application model. W width Line thickness of a displayed item. window A control in the software that is the physical outline that contains a view. witness lines Dimensioning items that extend from the dimension points to the dimension line. work area Individual parts of a single process function that, when considered as a whole, constitute a unit. work session All operations performed in the period between opening and closing a database partition of the task. A work session is not limited to worth in the drawing file. workflow Method of selecting processes and performing tasks.
Glossary working units Real-world units that you can group into the design plane. For example, working units can be defined in terms of feet and inches.
Index
Index
AABBCC codes assigning, 169 access control, 105 accessing Help, 12 recent drawings, 111 Web Client, 381 activating symbol toolbars, 76 actuators aligning, 242 adding buttons, 28, 80 catalog items, 66, 70 commands, 94, 95 filter tabs, 131 filters, 131, 132, 133, 237 instruments, 175, 178, 179 insulation specifications, 260, 261 item tags, 175 items, 280 lines, 161 menus, 96 pipe runs, 161 piping specifications, 169, 171, 172, 173 reports, 343 shortcut buttons, 80 stockpile items, 67, 265, 267, 329 tasks, 395, 396 toolbars, 27 affixing labels, 182, 184 aligning labels, 189 alter segment, 158 Alter Segment routing lines, 159 altering segment, 162 alternate symbology, 138, 140 anchor point rotating, 238 annotations labels, 210 placing, 211 applying rules, 321, 322 approved warnings, 313, 316, 319 approving warnings, 317 area breaks claiming, 297 multi-sided, 212 rectangular, 212 arranging windows, 36 Aspen Zyqad importing, 262, 267, 323, 329 assemblies creating, 286 explained, 141 placing, 287 saving, 284, 285 assigning insulation specifications, 260, 261 piping specifications, 169, 171, 172, 173 tasks to drawings, 399, 400 associating plant groups, 88 attaching commands, 94, 95 items, 247, 280 objects, 277 shortcut buttons, 80 author documents, 113 AutoCAD exporting, 126 OLE objects, 281 Save As, 125 autofilter Engineering Data Editor, 60 tabular views, 61 AutoFilter customizing, 64 options, 60 autogapping activate, 269 lines, 269 using, 270 automation item tag formats, 208 axes mirror, 241, 242 backgrounds customizing, 18 borders displaying, 30 embedding, 121, 122 linking, 102, 122 sizes, 119 bounding box
Index
labels, 187, 197 branches connecting, 254, 255 selecting, 256 branching lines, 162 break labels, 188, 191 breaking lines, 156, 165, 166 links, 283 pipe runs, 156, 165, 166 breaks area, 212 labels, 196, 197 brief properties, 48, 83, 84, 86, 90 brief properties pasting, 89 browsing for catalogs, 69 bulk properties, 48, 83, 84, 88 bulk properties copying, 89 buttons adding, 28, 80 Catalog Explorer, 82 toolbars, 94 calendar using, 134 cascading windows, 36 case data, 86 case data control, 90 process, 90 Catalog Explorer add to stockpile, 67 browsing for catalogs, 69 buttons, 79, 80, 82 catalog items, 76 catalog nodes, 75 cloning, 73 cloning items, 73 closing, 68, 76 command buttons, 82 custom catalogs, 72 deleting items, 74, 75 deleting nodes, 74 displaying, 65, 66 displaying buttons, 82 File menu, 68, 70, 72, 82 finding items, 68, 69, 70 list view, 78 navigating, 14 Navigation menu, 79, 81, 82 opening, 72 overview, 65, 141 placing items, 66 shortcut buttons, 80 View menu, 77, 78, 82 views, 78 catalog items cloning, 73 Catalog Manager Cut command, 246 deleting items, 250 inserting objects, 277 labels, 182, 187, 197, 199 leader lines, 199 linking objects, 278 mirror items, 198 Offset Distance property, 198 OPCs, 202 placing labels, 197 removing items, 245 symbol properties, 325 unit of measure, 114 update symbols, 283 catalogs cells and graphics, 412 checking paths, 283 items, 412 symbols, 273 cells graphic, 412 CGM file format, 124 change details, 304 change groups, 304 changing embedded objects, 276, 282 items, 215, 216, 217, 238, 248 lines, 157 linked objects, 276 links, 281, 282 list views, 78 page setups, 368 pipe runs, 157 properties, 54, 84, 87, 258 relationship properties, 83 report templates, 338, 341, 345, 348 select set properties, 83 sources, 281, 282 table properties, 54 tasks, 396, 397, 398, 399 view properties, 33 checking inconsistencies, 319, 410 child
Index
representations, 42, 154 claim modes, 32, 44, 45, 291, 292, 301, 303 exclusive, 289, 293 shared, 289, 293 claiming, 32, 44, 45, 291, 292, 300, 301, 302, 303 access, 293 and deleting, 293, 298 and replacing items, 293, 297 area breaks, 297 claim mode, 289, 293 Compare and Refresh column headings, 306 Engineering Data Editor, 43 gaps, 293, 297 invalid claims, 289, 293 items, 289, 293, 297 labels, 293, 296 lines, 293, 295 multiple representations, 293, 297 related items, 293 releasing claims, 289, 293 status, 43, 216 stockpile items, 293, 299 TEF, 300 to do list, 300 To Do List, 390 validating properties, 299 clearing selections, 147 Clipboard copying, 253 Cut command, 246 Paste an Item, 247 pasting, 43, 280 pasting items, 247 cloning Catalog Explorer, 73 catalog items, 73 closing Catalog Explorer, 68, 76 drawings, 124 P&IDs, 117 SmartPlant P&ID, 118 code lists, 407 colors customizing, 18, 21 Colors tab Options dialog box, 17 commands buttons, 82 customizing, 28 inserting, 95 comments on documentation, 9 commodity codes adding, 172 changing, 173 compare, 308 Compare and Refresh dialog, 306 example, 310 version, 310 comparing, 305 drawings, 304, 305, 308, 309 options, 308, 309 versions, 304, 305, 308, 309 component handles, 238, 241, 244 rotating using handles, 238 components inline, 250, 251 labels, 188 piping, 167 composite formats, 341 compound filters, 135, 137 configuration PickQuick tool, 146 tool, 147, 149 tools, 148 connected items, 256 connecting items, 254, 255 lines, 156, 166 pipe runs, 166 to databases, 105, 109 to plant structures, 105, 109 to TEF, 381 connectors deleting, 207, 251 moving, 206 open partner drawing, 207 opening partner, 206 placing, 202 stockpile, 20 storing, 204, 205 consistency checking, 32, 313, 315, 316, 410 consistency check PDS 2D propagation, 406 constraints databases, 143 construction status, 409 construction status placed items, 19 setting, 406 consulting services, 9 contents of reports, 352 continuation
Index
drawings, 206 continuation drawings how to, 207 copying bulk properties, 88, 89 files, 273 inline component values, 175 items, 245, 253, 254 labels, 189 mirrored items, 240 pipe run values, 175 properties, 43, 321, 322 using the select tool, 254 copyrights software, 13 correcting actions, 217 error conditions, 127, 129 graphical operations, 216 inconsistencies, 410 correlating items, 387, 389 correlations removing, 389 creating area breaks, 212 assemblies, 284, 286 buttons, 28 catalog nodes, 68 compound filters, 135, 137 custom catalogs, 72 documents, 102 drawing templates, 102, 119, 120, 121, 122 drawings, 102 filter tabs, 131 filters, 29, 52, 130, 131, 132, 133, 136, 137, 138, 237 item tags, 208 menus, 92, 96 P&IDs, 141 packages, 213 report templates, 331, 337, 338, 340, 341, 343, 344, 346, 349, 353, 354, 356, 357 reports, 331, 334, 335, 341 select sets, 254, 255, 256 shortcut buttons, 80 tables, 35, 46 tasks, 395, 396 toolbars, 27, 71, 92 custom catalogs, 72 customer support, 9 customization Options dialog box, 17 setting, 17 toolbars, 84 customizing appearance, 21 buttons, 91 Catalog Explorer, 78, 80, 81, 82, 91 colors, 18, 21 compare options, 308, 309 display options, 17 display properties, 21, 30 environments, 21, 93, 95 filter tabs, 91, 138 formats, 21 instrument loops, 174 list views, 77, 78 menus, 91, 92, 93, 95, 96 Open dialog box, 107, 110 placement, 409 Properties window, 86, 89, 90, 91 reports, 331 tabular views, 47, 56, 59, 64 toolbars, 26, 27, 28, 91, 92, 93, 94, 95 with macros, 91 cutting equipment components, 247 files, 273 items, 245, 246, 250 OPCs, 246 Data Dictionary Manager customized properties, 14 data files importing, 324 database connecting to, 141 opening, 105, 109 databases constraints, 143 dates defining, 134 decimal places, 114 defaults construction status, 19, 409 restoring, 28, 96 deferring tasks, 401, 402 defining brief properties, 83, 90 bulk properties, 83, 88, 89 heat tracing, 164 report contents, 351, 360 report items, 331, 352, 354, 356, 357 report template contents, 354 report templates, 340, 352 table layouts, 50, 53 deleting, 350 and claiming, 293
Index
assembly items, 284 catalog items, 74, 75 catalog nodes, 74 commands, 28, 94, 95 connectors, 207, 251 correlations, 389 from model, 207, 251 inline components, 251 instruments, 180 items, 245, 246, 248, 249, 250, 251 lines, 207, 251 model orphan items, 98, 99, 100 OPCs, 207, 246, 248 report templates, 350, 351 select sets, 250 shortcut buttons, 81 stockpile items, 42, 250, 251, 263 tabular views, 57 tasks, 402, 403 views, 57 descriptions adding, 259 OPCs, 203 properties, 261 deselecting items, 147 Design window, 14, 15, 34 Details command, 78 diagonal mode, 162 Digital Print Room driver, 361 Disable Flip Text labels, 198 display filters, 130 using filters, 130 displaying about SmartPlant P&ID, 13 as printed, 17, 365 borders, 30 brief properties, 86, 90 buttons, 80, 81, 82 case data, 86, 90 Catalog Explorer, 65, 66 catalog items, 77 claim status, 45, 301, 302, 303 claims, 30, 32 customizing, 30 different symbols, 69 document properties, 115 Engineering Data Editor, 62 grids, 30, 31 Help, 13 inconsistencies, 30, 32, 314 labels, 30 leader lines, 190 notes, 30 nulls, 89 properties, 28, 84, 85, 87, 89 reports, 331, 333, 335 reports toolbar, 348 settings, 59, 62, 63 status bar, 17 stockpile, 41 subnodes, 110 symbol toolbars, 76 table views, 41, 48 tables, 35 toolbars, 26 using zoom, 22, 23, 24 windows, 26 displays customizing, 21, 64 filters, 131 properties, 29, 30 tabular views, 64 distances offset, 197, 198 document properties, 112, 115 documentation comments, 9 documents retrieving, 382, 385, 386 dragging items, 218, 254 drawing revision clouds, 214 templates, 119, 121, 122 views, 15 Drawing Manager change drawing name, 102 Engineering Framework, 371 filters, 130 overview, 11 print options, 367 templates, 121 drawings comparing, 304, 305, 308, 309 continuation, 207 creating, 102 history, 304, 305, 309 in use, 35 new, 34 new views, 35 opening, 102, 104, 105, 106, 107, 108, 110 printing, 363, 367 properties, 112 recent, 111
Index
recreating, 127, 129 recreating errors, 127, 129 refreshing, 305 saving, 118, 124, 125 templates, 102, 120 views, 34, 35 driving labels, 188 duplicating items, 254 editing drawing templates, 122 drawings, 214 embedded objects, 276, 282 filters, 131, 237 insulation specifications, 260, 261 items, 216, 217 labels, 181 linked objects, 276 links, 281, 282 pipe run properties, 87, 220, 221 properties, 43, 51, 54, 84, 87, 134, 181, 258 properties of pipe runs, 220, 221 relationship properties, 83 report templates, 337, 338, 341, 345, 346, 348, 349, 350, 353, 354, 356, 357 reports, 345 select set properties, 83 sources, 282 table items, 38 tabular views, 45, 46 tasks, 396, 397, 398, 399 embedding borders, 119, 121, 122 documents, 273 editing, 282 hyperlinks, 273 images, 275, 276 items, 280 objects, 20, 273, 276, 277, 278 URLs, 273 Engineering Data Editor, 34, 40 autofilter, 60 caption, 48 copying, 43 defining, 15 display, 34 displaying, 35, 41 editing, 43 editing items, 38 filters, 47 pasting, 43 removing views, 57 selecting items, 44 shortcut menu, 263 Stockpile, 39 stockpiles, 41 table layouts, 50 table properties, 46 table views, 47 views, 34, 40, 55, 58 Engineering Framework accessing Web, 381 adding tasks, 395 assigning tasks, 400 Browser, 381 correlating items, 387, 389 correlations, 389 creating properties, 398 creating tasks, 396 deferring tasks, 402 deleting tasks, 403 modifying properties, 396, 397 opening drawings, 394 properties, 396, 397, 398 publishing, 373, 375, 376, 377, 378, 379, 380 refresh, 404 refreshing, 405 reporting, 403, 404 retrieving documents, 382, 386 retrieving files, 385 running a task, 400 To Do List, 390, 391, 392, 394, 395, 399, 401, 402 using, 371 zooming, 394 entering free text, 87 equipment components, 152 groups, 152, 408 placing, 153 erasing items, 249 error conditions, 127, 129 errors checking, 316 conditions, 129 consistency checking, 313 resolving inconsistencies, 317, 319 Excel, 331 importing, 267, 329 executing macros, 97, 101 tasks, 400, 401 existing drawings, 111 exiting Catalog Explorer, 68 P&IDs, 117 SmartPlant P&ID, 118 exploring
Index
elsewhere, 69 exporting drawings, 126 objects, 281 stockpile items, 267, 329 fabrication categories, 173 fabrication categories assigning, 172 relationships, 169 fields reports, 352 files, 377 checking paths, 283 manipulating, 273 opening, 104 publishing to TEF, 373, 375, 376, 377, 378, 379, 380 retrieving, 382, 385, 386 Files tab Options dialog box, 17 report templates, 335 reports, 21 Filter tab, 47 Filter Manager Add Filter command, 131 Filter tab customize, 138 Paste, 139 Properties, 29 filtering, 131 Design window, 131 displays, 131 tabular views, 60 filters autofilter, 60, 61 compound, 135, 137 creating, 131, 132, 136, 137, 237 customizing, 64, 91 defining, 15 definition, 413 display, 130 drawings, 29, 110, 138, 139, 140 finding items, 226, 230 new, 136 properties, 133, 136, 138, 258 reports, 352, 354, 356 rules, 130 setting, 22 stockpile, 130 tab, 131, 132 tables, 46, 47, 51, 52, 54 tabular views, 64 finding catalog items, 68, 69, 70 catalogs, 69 documents to publish, 373, 375, 376, 377, 378, 379, 380 drawing items, 225, 226, 227, 228, 229, 234, 237 inconsistencies, 226, 234 replacing, 225, 228, 229, 230, 231, 234, 235 fitting views, 24, 25 fixed format, 340 flow arrows, 186, 191, 194, 197 connectors, 201 fluids code values, 215 fonts printing, 361 formats fixed, 340, 341 report templates, 340, 343, 346 reports, 338, 341 Foundation SmartPlant, 381 Framework accessing Web, 381 adding tasks, 395 assigning tasks, 400 Browser, 381 correlating items, 387, 389 correlations, 389 creating properties, 398 creating tasks, 396 deferring tasks, 402 deleting tasks, 403 modifying properties, 396, 397 opening drawings, 394 properties, 396, 397, 398 publishing, 373, 375, 376, 377, 378, 379, 380 refresh, 404 refreshing, 405 reporting, 403, 404 Retrieve command, 385 retrieving documents, 382, 386 retrieving files, 385 running a task, 400 To Do List, 390, 391, 392, 394, 395, 399, 401, 402 using, 371 zooming, 394 freezing panes, 64 from and to data reports, 357 gapping AutoGap, 269 Gap Now, 270 lines, 269
Index
manually, 163 tools, 270 using, 270 General tab, 17, 30, 112 General tab Options dialog box, 17 generating item tags, 208 reports, 331, 333, 334, 335, 341 graphics cells, 412 grids densities, 31 displaying, 30 indices, 31 placing, 150 properties, 33 snapping, 31, 151 spacing, 31 styles, 31 tabs, 31 views, 150 grouping equipment, 408 groups equipment, 152 plants, 88 handles colors, 18 component, 238, 241, 244 mirror, 238, 240, 242 parametric, 238 rotate, 238, 244 scale, 238, 239 selecting items, 144 using, 248 vertex, 156 headers defining for reports, 338, 340 reports, 351, 358, 359, 360 heat tracing, 164, 261 heat tracing inline instrument, 175 offline instruments, 177 height printing, 370 Help accessing, 12 programming, 13 support, 12 user's guides, 12 World Wide Web, 13 hiding toolbars, 26 highlights colors, 18 hints consistency check, 316 errors, 313 histories, 304, 305 hyperlinks adding, 259 defining, 273 inserting, 278 icons customizing, 78 display, 78 displaying small, 78 large, 77 images embedding, 276 inserting, 275, 276 importing data, 324 drawings, 325 files, 273 from reports, 265, 324 from SmartSketch, 325, 328 items, 67, 265, 267, 323, 324, 329 log, 324 overview, 323 pipe runs, 268 pumps, 268 SmartSketch files, 325 stream data, 262, 329 using reports, 268 inconsistencies checking, 316 correcting, 410 display, 216 displaying, 30, 32, 314 finding, 226, 234 inconsistency indicators, 313 overview, 141 properties, 315 resolving, 319, 321, 322 inconsistency indicators, 317 inline components and validation, 175 inserting buttons, 28 commands, 94, 95 documents, 273 hyperlinks, 273 images, 275, 276 instruments into loops, 175, 178, 179 items, 247, 280 lines, 157, 161 objects, 20, 273, 276, 277, 278
Index
pipe runs, 157, 161 shortcut buttons, 80 stockpile items, 67 URLs, 273 vertices, 161 viewing items, 30 Installation Guide overview, 11 instruments inline, 174 loop, 178, 179, 180 loops, 175, 265 offline, 174, 177 properties, 175, 259, 262 revisions, 262 insulation heat tracing, 164, 261 specifications, 260 Insulation Manager overview, 11 integration Aspen Zyqad, 323 importing, 329 using Aspen Zyqad, 329 with Aspen Zyqad, 267, 329 Internet viewing drawings, 124 intranet bypassing, 141 invalid claims, 32, 44, 45, 291, 292, 300, 301, 302, 303 item tags, 302 generating, 208 validation, 175, 178, 179, 208 items claiming, 32, 44, 45, 289, 291, 292, 293, 300, 301, 302, 303 connected, 254, 255, 256 correlating, 387, 389 deleting, 42 implied, 293 removing correlations, 389 replacing, 232, 233 selecting, 44 joining lines, 156, 161, 165, 166 pipe runs, 156, 161, 166 labels, 199 aligning, 189 annotations, 210 breaks, 182, 191, 196, 197 Catalog Manager, 197 components, 188, 191, 195, 197 copying, 189 displaying, 30 driven, 186, 188, 412 driving, 186, 188, 412 fitting text, 199 flipped text, 198 flow arrows, 191, 194, 197 item types, 197 leader lines, 182, 190, 199 mirrorable, 198 modifying, 258 offset distance, 197, 198 offset source, 198 one-point placements, 182, 184, 186 OPCs, 182, 186, 201, 202 piping, 182 placement, 187 placements, 182, 186, 188 placing, 182, 184, 211 properties, 181, 198, 199 property breaks, 196 rotatable, 199 targeting, 197 terminator types, 200 text display, 198 title blocks, 191, 194, 197 two-point placements, 182, 188 types, 191, 197 types of terminators, 200 updating, 190 landscape printing, 370 layers AutoCAD, 125 exporting, 126 layouts default, 50 options, 48 Page Setup, 369 report templates, 338, 340, 341 reports, 338 saving, 46 setting, 22 tables, 47, 51, 53, 54 leader lines connectors, 201 descriptions, 199 displaying, 190 labels, 182, 188, 196 moving, 190 placing, 186 legal notices, 13 levels exporting, 126 MicroStation, 125 PDS 2D, 406 using filters, 413 libraries
Index
cells, 412 licenses notices, 13 line routing ribbon, 156 weight and color, 271, 272 line settings updating, 271 lines branching, 162 breaking, 165 deleting, 207, 251 gapping, 163 joining, 166 properties, 159, 165, 166 routing, 156, 158, 160, 162 routing ribbon, 157, 160, 161, 220 selecting, 254, 255, 256 starting, 159 update settings, 272 linking assemblies, 284 borders, 102, 119, 121, 122 changing, 281 editing, 281 files, 273 lines, 166 objects, 276, 278, 281 pipe runs, 166 updating, 281 links breaking, 283 changing, 282 list views, 65, 78 lists select, 407 views, 78 locating catalog items, 68 inconsistencies, 226 loops instrument, 174, 265 stockpile, 77 tags, 175, 178, 179, 180 macros adding, 91 executing, 97, 101 making buttons, 28 filter tabs, 131 shortcut buttons, 80 manipulating assemblies, 287 equipment, 153 items, 145, 146, 218, 219, 238 leader lines, 190 lines, 221 OPCs, 202 pipe runs, 221 views, 25 windows, 25 mapping attributes, 351, 357, 360 Match all defining filters, 52 Match All filters, 135 Match any defining filters, 52 Match Any filters, 135 maximum units, 169 menus creating, 92 customizing, 91, 92, 93, 95, 96 default, 96 restoring, 96 shortcuts, 15 MicroStation exporting, 126 OLE objects, 281 Save As, 125 migration rules, 325 migrator importing, 325 SmartSketch, 328 mirror axes, 242 handles, 238, 242 items, 198, 240, 241, 242 mirroring axes, 241 items, 240, 241 modeler displaying windows, 15 models orphan items, 98, 99, 100 modifying claimed items, 44, 45, 292, 300, 301, 302, 303 embedded objects, 282 filters, 132 items, 145, 216, 217, 238, 248, 265 links, 281, 282 properties, 54, 84, 87, 258, 265 relationship properties, 83 report templates, 338, 341, 345 select set properties, 83 sources, 282 table properties, 54
Index
tabular views, 46 tasks, 396, 397, 398, 399 title blocks, 194 using reports, 265, 268 moving, 204 equipment, 408 items, 215, 216, 217, 218, 219, 222, 223, 238, 253 labels, 189, 190 leader lines, 188, 190 lines, 156, 220, 221 OPCs, 20, 204, 205, 206, 222 pipe runs, 156, 220, 221 piping components, 167 select sets, 222, 223 stockpile items, 42, 263, 264, 265 to another drawing, 222, 223 multiple drawings printing, 367 multiple representations child and parent, 154 naming catalog nodes, 75 compound filters, 137 drawings, 35, 126 filters, 136 report items, 331 report templates, 343, 344 toolbars, 27 Navigation Catalog Explorer, 79 networks connecting, 255 creating, 254 selecting, 256 new compound filters, 137 drawing views, 35 drawings, 121 features, 12 filters, 132, 136, 138 report items, 353 report templates, 343 tables, 51 templates, 120 toolbars, 27 views, 35, 216 window, 34 nodes Catalog Explorer, 65 navigating, 14 rename, 72 renaming, 75 nominal diameters assigning, 169 defining, 173 defning, 172 notes displaying, 30 properties, 261 nozzles placing internally, 153 null property value, 89 setting to display, 86 offline instruments placing, 177 off-page connectors, 202 off-page connectors, 186 labels, 186 properties, 201 offset distance, 184, 187, 197, 198 source, 184, 198, 201 OLE files, 273 insert an object, 277 one-point placement, 182 one-point placement, 186 how to, 184 labels, 184, 186, 195 OPCs deleting, 207, 251 matching OPC label, 182 moving, 204, 205, 206, 222 moving partners, 205 open partner drawing, 207 opening partner OPC, 206 placing, 186, 202, 204 properties, 201, 203 storing, 20, 204 storing partner, 206 opening Catalog Explorer, 72 continuation drawings, 206, 207 databases, 105, 109 drawing views, 35 drawings, 102, 104, 105, 106, 107, 108, 110, 111, 216, 394 files, 104 Help, 12 macros, 97, 101 new drawings, 121 plant structures, 105, 109 recent drawings, 108, 111 symbol set, 69 tables, 46 user's guides, 12 Web Client, 381 options codes, 173
Index
colors, 18 construction status, 409 setting, 17 Options dialog box, 17 Options Manager connectors, 202 Cut command, 246 default units, 114 deleting items, 250 line settings, 272 overview, 11 removing items, 245 report templates, 333 symbology, 271 symbology changes, 272 update symbology, 271 organizing tasks, 391 orientations drawings, 121 Page Setup, 369 printing, 370 orphan items deleting, 98 overview SmartPlant P&ID, 10 overviews creating a drawing, 141 database, 141 design window, 15 drawings, 102 filters, 130 labels, 181 reports, 331 P2C2 Web forum, 13 packages creating, 213 stockpile, 77, 265 page setups changing, 368 layouts, 369 Page Setup, 369 printing, 363, 365, 370 templates, 122 panes freezing, 62 panning views, 25 parametric handles, 238 parametrics resizing, 215, 239 parent representations, 42, 154 pasting bulk properties, 88, 89 files, 273 items, 246, 247, 253, 280 objects, 277, 278, 280 properties, 43 special, 280 paths checking, 283 linking files, 273 PDS 2D cells, 412 comparing to SmartPlant, 406 construction status, 409 equipment groups, 408 errors, 313 solving inconsistencies, 410 using filters, 413 PickQuick configuration tool, 146 placement, 175 placing items, 149 selecting items, 147, 148 pipe runs inline components and validation, 175 item tag, 268 joining, 166 selecting, 254, 255 PipeSpec assigning, 172, 173 selecting, 171 using, 169 piping branches, 162 breaking runs, 165 components, 167 inserting vertices, 161 joining, 166 properties, 159, 165, 166 routing, 156, 160 runs, 158, 159, 162, 167, 256 selecting runs, 256 specifications, 169, 171, 172, 173 Placement tab Options dialog box, 17 placements construction status, 409 labels, 181 one-point, 182, 184, 186 tolerances, 19 two-point, 182, 188 placing annotations, 211 area breaks, 212 assemblies, 284, 287 catalog items, 66
Index
component labels, 195 connectors, 204 equipment, 152, 153 flow arrows, 194 heat tracing, 175 in stockpile, 77 inline instruments, 175 instruments, 175, 177 instruments with heat tracing, 175 internal nozzles, 153 items, 66, 141, 144, 146, 149, 215, 232, 233, 264 items on a grid, 150 labels, 182, 184, 186, 187, 188, 211 lines, 158, 162, 221 multiple representations, 42, 154 offline instruments, 177 OPCs, 201, 202, 204 packages, 213 pipe runs, 158, 162, 221 piping components, 167 revision clouds, 214 stockpile items, 66, 263, 264 title blocks, 194 plant reports, 333 plant item groups examples, 265 plant structures opening, 105, 109 plants groups, 88 PMC assigning, 172, 173 property, 171 using, 169 points center, 144 end, 144 portable reports, 337 portrait printing, 370 positioning assemblies, 284 catalog items, 66 equipment, 153 items, 248 labels, 195 OPCs, 201 postponing tasks, 401, 402 precision units, 114 pressure maximum, 169 printable user's guides, 12 printing copies, 361, 367 documents, 367 drawings, 361, 363, 365, 367, 368, 370 files, 363, 368 fonts, 361 multiple drawings, 367 origin, 363 overview, 141 Page Setup, 369 page setups, 368 range, 361, 363 scale, 363 selected areas, 363, 364, 366, 367 setting options, 370 settings, 361, 363, 367 time, 361 to a file, 367 process case data assigning, 169 programming customization, 91 importing, 329 macros, 97, 101 projects, 32, 44, 45, 291, 292, 300, 301, 302, 303 claiming items, 289, 293, 294, 295, 296, 297, 298, 299, 300 enabling, 288 overview, 288 statuses, 288 to do list, 300 prompts status bar, 17 propagation comparing, 406 PDS 2D, 410 properties, 84 adding descriptions, 259 and claiming, 299 break labels, 182, 196 brief, 48, 84, 89, 90 bulk, 48, 84, 88, 89 copying, 43, 88, 321, 322 customizing, 86, 90 display, 28, 30, 33, 84, 88, 90 displaying, 84, 85, 87 displaying alphabetically, 86 displaying categorially, 86 documents, 112, 113, 114, 115, 116 drawings, 112 editing, 84, 87, 258 explained, 141 files, 112, 114 filters, 131, 237 formatted, 87
Index
grids, 31 inconsistencies, 315, 319 instruments, 175, 259, 262 labels, 198, 199 lines, 159, 165, 166, 221 notes, 261 nulls, 89 OPCs, 201, 203 pasting, 43 pipe runs, 159, 165, 166, 220, 221 piping components, 167 printers, 368 relationship, 83 report templates, 346, 350 table, 35, 46, 51, 88, 90 tasks, 396, 397, 398, 399 validating, 299 views, 28, 29, 151 Properties window, 14, 89 proxy server, 141 publishing documents, 373, 375, 376, 377, 378, 379, 380 files, 373, 375, 376, 377, 378, 379, 380 to TEF, 373, 375, 376, 377, 378, 379, 380 queries Engineering Data Editor, 40 quitting Catalog Explorer, 68, 76 SmartPlant P&ID, 118 reapplying rules, 321 recreating drawings, 98, 99, 100, 127, 129 reflecting items, 240 refresh Compare and Refresh dialog, 306 example, 310 To Do List, 404 version, 310 views, 58 refreshing, 305 drawings, 305 tabular views, 58 To Do List, 405 versions, 305 registering projects, 371 with SmartPlant Foundation, 371 relationships using, 83 releasing claims, 43 releasing claims, 44, 45, 292, 300, 301, 302, 303 removing assembly items, 284 buttons, 80 catalog items, 74, 75 catalog nodes, 74 commands, 28, 94, 95 correlations, 389 inline components, 251 instruments, 180 items, 215, 245, 246, 248, 249, 250, 251 OPCs, 248 report templates, 350 shortcut buttons, 81 stockpile items, 42 tasks, 402, 403 views, 57 renaming catalog items, 68, 75, 76 catalog nodes, 68, 75 drawings, 102 Replace Mode catalog items, 232 replacing and claiming, 293 items, 225, 228, 229, 230, 231, 232, 233, 234, 235, 237 mode, 233 report templates contents, 354 deleting, 350 editing, 346 formats, 340 headers, 358 including select lists, 354 options, 358 spacings, 358 reporting contents, 333 creating, 333 importing items, 268 lengths, 333 to do list, 403, 404 reports changing templates, 345 composite, 341 contents, 335, 352 creating, 331, 334, 335, 341 creating templates, 343, 344, 354, 356 defining contents, 337 defining items, 354, 357 defining layouts, 337, 340, 341 defining template layouts, 338, 341 deleting templates, 350, 351 displaying, 331 editing, 345 editing items, 354
Index
editing templates, 345, 346, 348, 350, 356, 358 fields, 352 filters, 352 find directory, 21 fixed formats, 340, 341 formats, 338, 340, 341, 343 headers, 359 importing items, 265 items, 352, 356 layouts, 338 lengths, 335 modifying, 345 naming templates, 343 new, 343 options, 340, 359 overview, 141 portable, 337 sort orders, 352 source templates, 344 spacings, 359 tabular, 341 template formats, 340 template items, 353 template options, 358 template properties, 346, 350 templates, 130, 337, 338, 341, 343, 344, 349, 351, 352, 354, 357, 360 toolbars, 348, 351, 352, 354, 359, 360 types, 343 representations child, 42, 154 multiple, 42, 154 parent, 42, 154 required items, 251 resetting toolbars, 28 resizing drawings, 369, 370 parametrics, 239 resolving inconsistencies, 315, 317, 319, 321, 322, 410 restoring menus, 96 toolbars, 28 views, 22 retrieving documents, 382, 385, 386 files, 382, 385, 386 from TEF, 382, 385, 386 reviewing properties, 87 revising drawings, 214 links, 282 report templates, 345 sources, 282 revision clouds, 214 revisions text, 262 ribbons line routing, 156, 157, 159, 160, 161, 220, 221 mirror, 240, 241 move, 217, 218 piping, 161 rotation, 243 select tool, 145, 146 rotate handles, 238 rotating handles, 244 items, 199, 216, 217, 242, 243, 244 routing lines, 156, 157, 158, 159, 160, 162, 220, 221 pipe runs, 156, 157, 160, 162, 220, 221 Rule Manager consistency checking, 313 filters, 130 overview, 11 rules inconsistencies, 32 migration, 325 reapplying, 321, 322 running macros, 101 tasks, 400 saving assemblies, 124, 284, 285, 286 drawings, 102, 118, 124, 125, 126 P&IDs, 117, 118 settings, 22, 37 tabular views, 56 templates, 125 views, 37, 55 scale handles, 238 scaling drawing items, 239 embedded objects, 20 handles, 239 parametrics, 239 searching for drawing items, 225, 237 for items, 226, 227, 228 segment alter, 157 insert, 157 select sets, 144 selecting all, 44, 147, 148, 248 connected items, 254, 255, 256
Index
entries, 407 filters, 131, 237 inline components, 254, 255, 256 inserted items, 30 items, 43, 44, 144, 145, 146, 147, 148, 248, 254, 255, 256 lines, 254, 255, 256 lists, 407 macros, 97, 101 networks, 254, 255, 256 properties, 44 runs, 254, 255, 256 sets, 43, 83, 84, 86, 222, 223, 248, 254, 255, 256 tool, 145, 146, 218, 248, 254 selection criteria, 333, 335 selections colors, 18 servers open site server, 109 Open Site Server, 105 settings labels, 190 lines, 271, 272 printing, 367 saving, 22 tabular views, 62, 63 shortcuts buttons, 65, 79, 80, 81, 82, 91 Catalog Explorer, 65 menus, 15, 17 showing brief properties, 86, 90 buttons, 81 case data, 86, 90 inconsistencies, 32, 314 leader lines, 190 sites open server, 109 Open Site Server, 105 sizing drawings, 121, 122, 369, 370 SmartPlant Engineering Manager using, 371 SmartPlant Foundation interfacing with, 381 using, 371 SmartPlant Migrator importing, 325 SmartPlant P&ID Drawing Manager, 11 Insulation Manager, 11 Options Manager, 11 overview, 10 Rule Manager, 11 SmartSketch migration, 325, 328 snapping grids, 151 solving inconsistencies, 317, 319, 410 sorting report items, 356 tables, 53 sources offset, 198, 201 report templates, 344 symbol file, 282 symbols, 277, 278, 281, 283, 287 SP_ID, 302 specifications insulation, 260, 261 splitting drawings, 222, 223 spreadsheets adding items, 67 Aspen Zyqad, 329 importing, 267, 329 starting lines, 158, 159 P&IDs, 141 pipe runs, 158, 159 statistics current document, 114 for a drawing, 112 properties, 112 setting options, 116 status construction, 409 status bar prompts, 17 stockpile claiming items, 293, 299 setting partner locations, 20 stockpiles adding items, 67 adding to, 77 connectors, 201 Cut items, 246 deleted items, 248 deleting items, 250 displayed items, 46 drawings, 77 Engineering Data Editor, 41 filters, 130 importing, 265, 329 moving items, 42, 178, 179, 215, 263, 264, 265 OPCs, 202 overview, 141 packages, 265 placing items, 66, 264 removing items, 245
Index
reporting, 333 view, 14 viewing, 41 storing partner OPCs, 20, 204, 205 stream data importing, 262, 329 summaries current document, 113 for a drawing, 112 setting options, 116 support Help, 12 World Wide Web, 12 switching drawings, 111 views, 111 windows, 36 symbol sources, 281 toolbars, 76 symbology alternate, 140 claims, 32, 289, 292, 293, 301, 303 updating, 271, 272 symbols displaying, 69 sources, 69, 277, 278, 287 toolbars, 71, 76 tables bold items, 38 editing items, 38 editing properties, 38, 54, 258 filters, 46, 54 italic items, 38 items, 35, 38 layouts, 46, 50, 53, 54 new, 51 properties, 35, 46, 47, 52, 90 tabs customizing, 138 tabular customizing views, 59, 64 deleting, 57 displaying views, 62 filters, 60, 61 format reports, 338 freezing panes, 62 updating views, 58 view displays, 63 view filters, 46 view layouts, 46 view settings, 63 views, 15, 34, 35, 39, 40, 41, 43, 44, 46, 47, 48, 55, 57, 58, 60, 62, 63 Tabular Editor filters, 47 table views, 47 tabular views editing, 45 modifying, 46 reporting, 333 saving, 56 stockpiles, 263 tools, 45 tags required, 245, 246, 248 validation, 208 XML, 265 tasks adding, 395, 396 assigning to drawings, 399, 400 creating, 395, 396 deferring, 401, 402 executing, 400, 401 modifying, 396, 397, 398, 399 opening drawings, 394 properties, 396, 397, 398, 399 refreshing, 404, 405 removing, 402, 403 reporting, 403, 404 running, 400, 401 To Do List, 390, 391, 392, 394 types, 390 updating, 404, 405 zooming, 394, 395 technical support, 9 TEF, 292, 301 accessing Web, 381 adding tasks, 395 assigning tasks, 400 Browser, 381 correlating items, 387, 389 correlations, 389 creating properties, 398 creating tasks, 396 deferring tasks, 402 ing items, 387 modifying properties, 396, 397 opening drawings, 394 properties, 396, 397, 398 publishing, 373, 375, 376, 377, 378 refresh, 404 refreshing, 405 reporting, 403, 404 retrieving documents, 382, 386 retrieving files, 385 running a task, 400 To Do List, 390, 391, 392, 395, 399, 401, 402 using, 371 zooming, 394
Index
temperature maximum, 169 templates creating, 120 creating for drawing, 102 drawings, 119, 121, 122 included sizes, 119 reports, 130, 338, 340, 341, 343, 344, 345, 346, 348, 349, 350 saving, 125 sizes, 121, 122, 369, 370 terminators types of, 200 testing databases, 143 tiling windows, 36 title blocks, 191 title blocks labels, 197 placing, 194 to and from data reports, 357 to do list tasks, 390 To Do List adding tasks, 395 assign drawing, 399 assigning tasks, 400 creating properties, 398 creating tasks, 396 deferring items, 401 deferring tasks, 402 deleted tasks, 403 dialog box, 391, 392 how to, 394 modifying properties, 396, 397 opening, 391 opening drawings, 394 properties, 397, 398, 399 refresh, 404 remove a task, 402 removing tasks, 402 reporting, 403, 404 running a task, 400 updating, 405 zooming, 394, 395 tolerances placement, 19 pointer, 19 toolbars adding buttons, 28 creating, 27, 92 customizing, 26, 27, 28, 91, 92, 93, 94, 95 default, 28 displaying, 26 project specific, 71 Properties window, 83, 84 reports, 351, 352, 353, 354, 359, 360 symbol, 71, 76 To Do List, 392 user specific, 71 tools Customize, 96 customizing, 17, 21 gapping, 270 General tab, 17 PickQuick, 146 reports, 21 Select Tool, 254 tree views, 65 two-point placement, 182 two-point placement labels, 184, 187, 188, 195 undoing actions, 216 assemblies, 285 changes, 217 units for a drawing, 112 precision, 114 To Do List, 390 updating drawings, 214 items, 267, 329 label settings, 190 line settings, 271, 272 links, 281 properties, 329 symbol toolbars, 76 symbology, 271, 272 tabular views, 58 to do list, 404, 405 user access, 105 user's guides printable, 12 utility connectors, 20, 202, 204 validation item tags, 208 piperun and inline components, 175 values dates, 134 short, 169 version numbers, 13 versions compare, 310
Index
comparing, 304, 305, 308, 309 refresh, 310 refreshing, 305 vertices, 161 inserting, 161 viewing about SmartPlant P&ID, 13 Catalog Explorer, 66 catalog items, 77 defining filters, 52 Design view, 35 document properties, 115 drawing, 35 drawings, 22 Engineering Data Editor, 35 General tab, 30 grids, 31 inconsistencies, 314 leader lines, 190 properties, 28, 84, 85, 88, 89, 90, 131, 237 properties of documents, 115 report templates, 350 reports, 333, 335 settings, 22 table layouts, 53 tables, 35 tabular, 22, 35 using zoom, 22, 23, 24 using zooming, 23 windows, 26, 36 views arranging, 36 Catalog Explorer, 77, 78 changing properties, 33 claims, 303 deleting, 57 Design, 34 displaying, 15 drawing, 34 drawings, 14, 15, 17, 35, 258 Engineering Data Editor, 34 fitting, 24, 25 grids, 150 inconsistencies, 32 lists, 78 manipulating, 36 overview, 141 panning, 25 previous, 22 printing, 367 properties, 29, 151 restoring, 22 saving, 55 settings, 37 stockpile, 39 switching, 111 tabular, 14, 15, 34, 39, 41, 46, 47, 48, 51, 54, 258 warnings approve, 32 consistency checking, 313 resolving inconsistencies, 317, 319 watermarks Page Setup, 369 printing, 367, 370 Web forum, 13 Web Client accessing, 381 What's New for this release, 12 width printing, 370 windows arranging, 36 cascading, 36 displaying, 15 drawing views, 102 list, 36 panning, 25 properties, 83 switching, 36 wizards migration, 325 World Wide Web forum, 13 links to, 259 support, 12 viewing drawings, 124 XML tags, 265 zooming areas, 22, 23 in, 23 out, 24 tasks, 394, 395 Zyqad importing, 329