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Getting Started

06 / 2006

Copyright 2006 by EPLAN Software & Service GmbH & Co. KG


EPLAN Software & Service GmbH & Co. KG assumes no liability for either technical or
printing errors or for deficiencies in this technical information and cannot be held liable
for damages that may directly or indirectly result from delivery, performance, and use
of this material.
This technical information includes information on the basis of a proprietary system
that is protected by copyright laws. All rights reserved. These information or part
thereof may not be copied or reproduced by any other means without the previous
permission of EPLAN Software & Service.
The software described in these technical information is subject to a licensing
agreement. The software may only be used and copied within the scope of this
agreement.
EPLAN Electric P8, EPLAN Fluid, EPLAN PPE and LOGOCAD TRIGA are
registered trademarks of EPLAN Software & Service GmbH & Co. KG.

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be considered. Hardware combinations that cause malfunctions according to the manufacturers specification may also have an effect on the operation of EPLAN. Therefore an
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apply to the operation of EPLAN.

Table of Contents

Table of Contents
Introduction........................................................................................... 3
User's Comments .............................................................................. 3
Comments on Examples................................................................... 4
Comments on Usage Instructions ................................................... 5
Starting EPLAN PPE ............................................................................. 6
Using Toolbars...................................................................................... 7
Hiding / Revealing Toolbars ............................................................. 7
Editing and Managing Projects............................................................ 8
Opening a Project.............................................................................. 9
Displaying Project Data .................................................................. 10
Closing a Project ............................................................................. 11
Creating a Project from a Basic Project ........................................ 11
Editing Project Properties .............................................................. 12
Creating a PPE Project from a Project Template .......................... 13
Checking or Changing a Master Data Library ............................... 17
Creating and Managing the Plant Structure...................................... 19
Creating Plant Levels ...................................................................... 20
PCT Loop - Creating a Loop ........................................................... 24
PCT Loop - Creating a Consumer .................................................. 27
Creating a PCT Loop Function ....................................................... 28
Creating a PCT Loop Element ........................................................ 29
Editing and Managing Properties ...................................................... 31
Specifying Property Groups ........................................................... 32
Creating a Property ......................................................................... 33
Copying a Property into a Project.................................................. 35
Predefining Values .......................................................................... 36
Preselecting Properties .................................................................. 37
Managing and Grouping Loop Properties ..................................... 38
Editing Loop Properties.................................................................. 39

EPLAN PPE Getting Started

Table of Contents
Editing and Managing Device Specifications ................................... 41
Creating a Specification.................................................................. 41
Assigning a Specification to a PCT Loop Element ....................... 43
Editing and Managing Orders ............................................................ 45
Creating an Order............................................................................ 45
Assigning an Order ......................................................................... 46
Editing and Managing PCT Forms..................................................... 48
Opening a Form............................................................................... 49
Importing a Form............................................................................. 49
Creating a Form............................................................................... 49
Closing and Saving a Form ............................................................ 50
Creating a Form for a Data Sheet................................................... 51
Creating a Form for a Data List ...................................................... 54
Generating Temporary Project Reports ............................................ 57
Generating a Temporary Data Sheet.............................................. 57
Generating a Temporary Data List ................................................. 59
Creating and Managing Documents .................................................. 61
Creating a Data Sheet Document ................................................... 61
Creating a Data List Document ...................................................... 63
Tabular Editing of Project Data.......................................................... 66
Generating an Editable PPE List .................................................... 66
Editing and Managing Hook-ups ....................................................... 70
Creating a Hook-up ......................................................................... 70
Assigning a Hook-up to a PCT Loop Element............................... 73

EPLAN PPE Getting Started

Introduction

Introduction
Dear users,
The team at EPLAN Software & Service GmbH & Co. KG are pleased to
welcome you as a new user.
This Manual is intended for those who have no previous knowledge of
the new version of EPLAN PPE. It will allow you to become familiar with
the basic functions of EPLAN PPE.
Since this documentation is conceived as an introduction to EPLAN PPE,
many of the more complex functions and relationships are not discussed.
These details are covered in our seminars, which also provide assistance for your individual and company-specific tasks. To make full use of
the functions and possibilities offered by the system, we recommend taking part in our seminar program.
The program provides an extensive online help system. In addition to
conceptual information and dialog descriptions, here you will also find
"step-by-step" instructions for most program functions. The "Proceed as
Follows" section of the operating information gives you step-by-step instructions for using the program. Once you have started the program and
require information on a particular dialog you can then call up the appropriate help by simply pressing the [F1] key.

User's Comments
Before you begin reading, please note the following symbols and styles
used in this handbook:
Text preceded by this image contains extra Notes.
Useful Tips to facilitate your interaction with the program are presented after this image.
Examples are highlighted by this graphical symbol.
User interface elements are marked in bold so they can immediately
be located in the text.

EPLAN PPE Getting Started

Introduction
Italic text provides particularly important information that you should
definitely pay attention to.
Directory names and direct input (among other things) are displayed in
a non-proportional font.
Function keys, keyboard keys, and buttons within the program are
shown in brackets (e.g., [F1] for the "F1" function key).
To improve readability we make frequent use of "Menu paths" in this
document (e.g., Help > Contents). In order to find a particular program function, the menus and options shown in a menu path must be
selected in the sequence shown. For example, the menu path mentioned above calls up the EPLAN help system.
The operating information provides step-by-step instructions for reaching specific targets, and in many places, after the right-arrow symbol
you'll also find the program's reaction to your action.
In combination with settings or fields (e.g., check boxes) which can
only be switched on or off, in this document we often use the term "activate" (after which the setting is active ) and "deactivate" (after
which the setting is inactive ).

Comments on Examples
If you follow the steps in the following chapters and run the examples,
then you will slowly create a small practice project and use it to generate
reports. The examples build on each other. In order to successfully follow
the examples, we assume that you have already installed EPLAN and
that you have the necessary software protection and license.
All settings can be made at a central location in the program (in the Options menu, under the Settings menu item). For the practice project, we
used the standard settings of the project template used. Don't change
these settings while working with the practice project, otherwise you may
see different results.

EPLAN PPE Getting Started

Introduction

Comments on Usage Instructions


You can control EPLAN using both the mouse and the keyboard. For rapid execution of certain program functions, extra buttons in the toolbar
and / or special key combinations are often available, e.g., [Ctrl] + [C] for
copying elements. Since a detailed explanation of the various different
possibilities for executing functions would blow this handbook out of proportion, we usually only describe operations using the mouse.
Tip:
You can select many objects by double-clicking the object.

EPLAN PPE Getting Started

Starting EPLAN PPE

Starting EPLAN PPE


After installation, an EPLAN PPE program icon will be displayed on your
desktop. This icon allows you to directly start EPLAN PPE.
1. Double-click the EPLAN PPE desktop icon

 EPLAN PPE will start.

EPLAN PPE Getting Started

Using Toolbars

Using Toolbars
What is the EPLAN PPE toolbar?
Toolbars contain buttons with icons. When you click an icon, this directly
opens or closes a dialog. Several toolbars are visible when you first start
the program, e.g., the EPLAN PPE toolbar. The following table shows
the buttons in the EPLAN PPE toolbar.
Button Opens / Closes

Meaning

Functional view navigator

Here you manage all plant objects


in your plant structure (e.g., PCT
loops and PCT loop elements).

Functional view (editing)

Here you edit the properties of the


plant objects.

Document navigator

Here you manage documents and


forms for data sheets and data lists
of the plant documentation.

Specifications dialog

Here you edit and manage the project specifications and master data
specifications for devices.

Hook-up dialog

Here you edit and manage the


hook-up information for projects
and master data.

Orders dialog

Here you edit and manage order


information.

Hiding / Revealing Toolbars


Options > Toolbars > Customize
1. Select the Toolbars tab.
2. Select the check box in front of an entry in order to reveal the corresponding toolbar.
3. Deselect the check box in front of an entry in order to hide the corresponding toolbar.

EPLAN PPE Getting Started

Editing and Managing Projects

Editing and Managing Projects


What is a PPE project?
A PPE project is a project that you have created in EPLAN PPE and
which contains PPE functionality. The project data for the preliminary
and basic planning of E-MSR technology (process technology) is edited
and managed in a PPE project. This can be both process engineering
and business management objects, properties, and data. You can open
any PPE project in EPLAN Electric P8 and add the detailed project planning data.

What is a P8 project?
A P8 project is a project that you have created in EPLAN Electric P8. It is
an EPLAN project without PPE elements. You can open any P8 project
in EPLAN PPE and add PPE functionality to it. If you have licensed
EPLAN Electric P8 together with EPLAN PPE, then you can also create
a PPE project directly in EPLAN Electric P8.

What is a master data library?


Master data is project data that you can reuse in different projects. The
master data for PPE projects is managed in a master data library. These
include:
Properties
Device types
Calculation values
Specifications
Hook-ups

What are templates?


In EPLAN PPE, you always create projects on the basis of a template.
Project data and settings for your new project are taken from the template. You can load different sets of data, depending on the type of the
template. There are basic projects and project templates.

What is a basic project?


A basic project is a template that provides settings and project data. You
can create your own basic project from an existing project.
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EPLAN PPE Getting Started

Editing and Managing Projects


Templates

Meaning

Basic project *.epb

You load all the project-specific settings and all project data (e.g., documents, forms, and the objects in
the plant structure) from the basic
project.

What is a project template?


A project template is a template from which you can load project-specific
settings for properties and PPE forms. You can create your own project
template from an existing project.
Templates

Meaning

EPLAN project template *.ept

From the EPLAN project template


you load all the project-specific settings for a detailed project.

PPE project template *.ppe

From the PPE project template you


load all the project-specific settings
for a preliminary and basic planning
project.
You can also optionally load the
PPE forms and the settings for property groups and properties.

Opening a Project
After installation, the standard directory for projects contains the EPLAN
demo projects. You open PPE projects and P8 projects in the same
manner.
1. Select the menu items Project > Open.
 The standard directory for projects is already pre-defined in the
Open project dialog.
2. In the File type field, select the entry Editable EPLAN projects
(*.elk, *.ell).
3. Select the desired project.

EPLAN PPE Getting Started

Editing and Managing Projects


Example:
Select the demo project EPLAN PPE Demoproject.elk.
 Project information is displayed in the right side of the dialog.
4. Click [Open].
 The project is opened.
Tip:
Restoring the standard directory:
If a different directory to the standard project directory is displayed in the
Open project dialog, then you can restore the setting back to the standard project directory. In the Open project dialog, click next to the
Path field and then select the menu item Go to default.

Displaying Project Data


Once you have started EPLAN PPE, the functional view navigator, the
functional view editor, the documents and forms navigator, and the
Documentation dialog are usually open. The method used to hide and
reveal dialogs is described below.
1. To hide / reveal the functional view navigator, select the menu items
Project > PPE > Functional view navigator.
 The PCT plant structure of the project is displayed in the Functional view - <project name> dialog.
2. Select the project name in the plant structure.
3. To hide / reveal the functional view editor, select the menu items
Project > PPE > Functional view (editing).
 The properties of the PPE project are displayed in the EPLAN
PPE project properties dialog.
4. To hide / reveal the documents and forms navigator, select the menu
items Project > PPE > Documents.
 The automatically reported and generated PPE documents are
displayed in the Documents tab.
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EPLAN PPE Getting Started

Editing and Managing Projects


 The PPE forms used to generate the documents are displayed in
the Forms tab.
5. To hide / reveal the page navigator, select the menu items Page >
Navigator.
 If your project already contains hook-ups, then the mounting diagram pages are displayed in the Pages <project name> dialog.
 If your PPE project was already edited in P8 and contains detail
plan pages, then you can manage the page structure in the page navigator. You can only view and edit the pages in EPLAN Electric P8.
Only pages of "Graphic (I)" type can be displayed and edited in
EPLAN PPE.

Closing a Project
1. Select the name of the project in the Functional view - <project
name> navigator dialog.
2. Select the menu items Project > Close.

Creating a Project from a Basic Project


When you create a PPE project from a basic project, this loads all the
project data and all project-specific settings into your new project. You
can then customize the project data and settings in the new project.
1. Select the menu items Project > New.
 The standard directory for basic projects is already pre-defined in
the Select basic project dialog.
2. Select an EPLAN basic project (*.epb) for PPE projects.
Example:
Select the basic project EPLAN PPE Basicproject.epb.
3. Click [Open].
 The standard directory for projects is already pre-defined in the
Select target project dialog.
EPLAN PPE Getting Started

11

Editing and Managing Projects


4. In the File name field, enter a file name for the new project.
Example:
Enter the name First Project.
5. Click [Save].
 The System messages dialog appears.
Example:
You have used the EPLAN PPE Basicproject.epb as a template.
The EPLAN PPE Basicproject.epb file already contains references
to symbol libraries and forms that are not available because they are
not yet needed by the preliminary and basic planning data. For this
reason, the references are displayed in the System messages dialog. When you work on your PPE project in P8, you can access the
symbol libraries and forms.

6. Click [Close] in the System messages dialog.


 The properties of the new project are displayed in the Project
properties: <project name> dialog.

Editing Project Properties


1. In the Project properties - <project name> dialog, select the Properties tab.
2. To customize the project properties of your project, click the Value
column in the relevant fields and change the entries.

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EPLAN PPE Getting Started

Editing and Managing Projects


Example:
Double-click the value field of the Project description line. Delete
any existing text and enter the text First Project. Enter the correct company name into the Company name property. Enter all
other data in the same manner.
3. To display a hidden project property, click

(New).

4. Select an entry in the Property selection dialog.


Example:
Select the "Project name" property.
5. Click [OK].
 The property is now shown in the Properties tab.
6. To close the Project properties <project name> dialog, click [OK].
7. To close the project, first select the project.
8. Select the menu items Project > Close.
Example:
Select the project First Project.elk, and then select the menu
items Project > Close.

Creating a PPE Project from a Project Template


When you create a project from a project template, this loads all projectspecific settings into your new project. You can decide whether you wish
to load all PPE forms and settings for properties and property groups.

Defining a Project Name


1. Select the menu items Project > New (Wizard).
 The Create project dialog opens.
2. Specify a project name without file name extension in the Project
name field of the Project tab.

EPLAN PPE Getting Started

13

Editing and Managing Projects


Example:
Enter Second Project.
3. Next to the Template field, click [...].
 The standard directory for templates is displayed in the subsequent dialog.
4. Select an EPLAN project template *.ept.
Example:
Select the EPLAN project template EPLAN PPE Projecttemplate.ept.
5. Click [Open].
6. In the Create project dialog, click [Next].
 The System messages dialog appears.
Example:
You have used the EPLAN PPE Projecttemplate.ept as a template. The EPLAN PPE Projecttemplate.ept file already contains
references to symbol libraries and forms that are not available because they are not yet needed by the preliminary and basic planning
data. For this reason, the references are displayed in the System
messages dialog. When you work on your PPE project in P8, you
can access the symbol libraries and forms.

7. Click [Close] in the System messages dialog.


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EPLAN PPE Getting Started

Editing and Managing Projects


 The PPE tab opens.
 If a PPE project template *.ppe is already entered in the selected
EPLAN project template *.ept, then the PPE project template is automatically entered into the Template field.
Example:
Since you have selected the EPLAN PPE Projecttemplate.ept
EPLAN project template, the EPLAN PPE Projecttemplate.ppe
PPE project template is automatically entered in the Template field
of the PPE tab, and the Create PPE project check box is automatically selected.

Selecting a PPE Project Template


1. In the PPE tab select the Create PPE project check box.
2. Next to the Template field, click [...].
 The standard directory for templates is displayed in the subsequent dialog.
3. Select a PPE project template *.ppe.
4. Click [Open].
5. To define which settings and data are to be accepted from the template, in the Apply from template group box, select or deselect the
Property groups of PCT loops / PCT loop elements, Configuration of properties, and Forms check boxes.
6. Click [Next].
 The settings for the pages and devices in the EPLAN project template are displayed in the Structure tab. You do not yet need to edit
these settings in the preliminary and basic planning phases and can
thus leave them as they are.
7. Click [Next].
 Settings from the EPLAN project template are also displayed in
the Numbering tab, but these also do not need to be edited in the
preliminary and basic planning phases and can also be left as they
are.

EPLAN PPE Getting Started

15

Editing and Managing Projects


8. Click [Next].
 The project properties are displayed in the Properties tab.

Editing Project Properties


1. To customize the project properties of your project, click the Value
column in the relevant fields and change the entries.
Example:
Double-click the value field of the Project description line. Delete
any existing text and enter the text Second Project.
2. To display a hidden project property, click

(New).

3. Select an entry in the Property selection dialog.


Example:
Select the "Project start" property.
4. Click [OK].
 The property is now shown in the Project tab.
5. Enter some text for the property, or select an existing value.
6. Enter all other data in the same manner.

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EPLAN PPE Getting Started

Editing and Managing Projects


7. Click [Next].
 In the preliminary and basic planning phases you do not need to
make any settings in the Schematic tab. However, in advance you
can define the identifier blocks for the page structure of the schematic pages that are to be generated in the detail planning phase.
You can also enter a page description for the first schematic page.
8. Click [Finish].
 The project is created.

Checking or Changing a Master Data Library


When you create a PPE project from a basic project or a template project, then the new project is automatically linked to the master data library referenced in the basic project or project template. You can retain
this master data library or change to another.

Checking the Master Data Library


1. To check which master data library is referenced by the current project, select the name of the project in the Tree tab of the Functional
view - <project name> dialog.
2. Select the menu items Options > Settings.
3. In the Settings: Projects dialog, select the folder Projects > "project name" > PPE > General.
 The referenced master data library is shown in the Master data
library field.
Example:
Since you have created the new project using EPLAN PPE Projecttemplate.ept, the EPLAN PPE Library.mdb master data library is displayed.

EPLAN PPE Getting Started

17

Editing and Managing Projects

Changing the Master Data Library


1. To change the master data library, click [...] next to the Master data
library field.
 The standard directory for master data libraries is shown in the
Select master data library dialog.
2. Use the Search in drop-down list to switch to the directory where the
required file is located.
3. Select the file and click [Open].
4. In the Settings: General dialog, click [OK].
 The project is now linked to this master data library.
Example:
For the practice project that you are creating, you do not need to
change the master data library.

18

EPLAN PPE Getting Started

Creating and Managing the Plant Structure

Creating and Managing the Plant


Structure
What is the plant structure?
The plant structure describes the functional and structural layout of your
PCT plant. This is known as the functional view. You can create, edit,
and manage plant levels, PLC loops, PCT loop functions, PCT loop elements, and signals in the functional view navigator.

What is the plant structure hierarchy?


Larger plants are subdivided into hierarchical units in accordance with a
structure level scheme so as to guarantee complete clarity. There is one
project level and 5 plant levels in the functional view navigator.
Structure levels

Example / Defaults

Project level

Project name

Plant level 1

Works

Plant level 2

Complex

Plant level 3

Plant

Plant level 4

System part

Plant level 5

Plant section

What are the PI and general PI codes?


The PI code is an abbreviation for the plant identification system. The PI
code identifies individual system parts. The general PI code consists of
the PI codes for the works, the complex, the plant, the plant section, and
the system part. Each plant level inherits the general PI code from the
superior plant level.

What are plant objects?


Plant objects are objects that you insert at the plant level. The following
table shows possible plant objects.
Plant object

Meaning

PCT loop

A PCT loop is either a loop or a consumer.

EPLAN PPE Getting Started

19

Creating and Managing the Plant Structure


Plant object

Meaning

PCT loop function

The PCT loop function describes a subfunction of the PCT loop. It is either a loop
or a consumer function.

PCT loop element

The PCT loop element lists all properties


that a device or device channel requires
to implement one or several editing functions. You can assign a PCT loop element
directly to the plant level, the PCT loop, or
the PCT loop function.

Signal

A signal can be assigned to a PCT loop, a


PCT loop function, or a PCT loop element.

Creating Plant Levels


When creating a plant level, you define the structure of the plant using
the functional view navigator.
Project > PPE > Functional view navigator

Creating Plant Level 1


1. To create plant level 1, select the name of the project in the Tree tab
of the Functional view - <project name> navigator dialog.
2. Select Popup menu > Insert works.
3. In the Enter plant dialog, enter a designation and the PI code for
plant level 1.
Example:
Enter the value Gas works into the Designation field, and the value
GW into the PI code field.

20

EPLAN PPE Getting Started

Creating and Managing the Plant Structure

4. Click [OK].
 Plant level 1 is created.
5. To open the functional view editor, select the menu items Project >
PPE > Functional view (editing).
6. Select plant level 1.
7. In the Plant properties dialog, select the Plant tab.
8. Enter a suitable remark for plant level 1 into the Remarks field.
Example:
Enter Plant 1.

Creating Plant Level 2


1. To create a plant level 2, first select plant level 1 in the Tree tab.
2. Select Popup menu > Insert complex.

EPLAN PPE Getting Started

21

Creating and Managing the Plant Structure


3. In the Enter plant dialog, enter a designation and the PI code for
plant level 2.
Example:
Select plant level 1 Gas works. Select Popup menu > Insert complex. Enter the value Steam / split gas into the Designation
field, and the value SG into the PI code field.
4. Click [OK].
 Plant level 2 is created.
5. Enter a suitable remark for plant level 2 into the Remarks field of the
Plant tab.
Example:
Enter Plant 2.

Creating Plant Level 3


1. To create a plant level 3, first select plant level 2 and then select
Popup menu > Insert plant.
2. In the Enter plant dialog, enter a designation and the PI code for
plant level 3.
Example:
Select plant level 2 Steam / split gas. Select Popup menu > Insert plant. Enter the designation Splitting Plant and the PI code
SP.
3. Click [OK].
 Plant level 3 is created.
4. Enter a suitable remark for plant level 3 into the Remarks field of the
Plant tab.
Example:
Enter the remark Plant 3.

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EPLAN PPE Getting Started

Creating and Managing the Plant Structure

Creating Plant Level 4


1. To create a plant level 4, first select plant level 3 and then select
Popup menu > Insert plant section.
2. In the Enter plant dialog, enter a designation and the PI code for
plant level 4.
3. Click [OK].
 Plant level 4 is created.
4. Enter a suitable remark for plant level 4 into the Remarks field of the
Plant tab.
Example:
Select plant level 3 Splitting Plant and insert a plant section. Enter the value Boiler into the Designation field, and the value BE into
the PI code field. Enter the remark Plant 4-1 into the correct field
in the Plant tab.
Select plant level 3 Splitting Plant and then insert a second
plant section with the designation Natural gas supply and the PI
key NGS. Enter the remark Plant 4-2 into the correct field in the
Plant tab.

Creating Plant Level 5


1. To create a plant level 5, first select plant level 4 and then select
Popup menu > Insert system part.
2. In the Enter plant dialog, enter a designation and the PI code for
plant level 5.
3. Click [OK].
 Plant level 5 is created.
4. Enter a suitable remark for plant level 5 into the Remarks field of the
Plant tab.
Example:
Select plant level 4 Boiler and insert a system part with the designation Conversion, the PI Code GW, and the remark Plant 5-1. SeEPLAN PPE Getting Started

23

Creating and Managing the Plant Structure


lect plant level 4 Boiler and insert a second system part with the
designation Heating, the PI Code EH, and the remark Plant 5-2.

Tip:
You can also create plant levels by copying and inserting existing plant
sections via the popup menu. In the process, you can decide whether
PCT loops are also copied.

PCT Loop - Creating a Loop


You can create a loop by inserting the loop in a PCT plant level and specifying the components for identifying the loop. You can insert a loop at
any plant level.
Project > PPE > Functional view navigator > Tree tab.
1. Select a plant level.
2. Select Popup menu > PCT loop > Insert loop.
3. In the Insert loop dialog, enter optionally an identifier for the technical facility into the Technical facility field.
4. Select a measurand from the Measurand drop-down list, or directly
enter a measurand value.
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EPLAN PPE Getting Started

Creating and Managing the Plant Structure


5. You can optionally enter one or more identifiers for editing measured
values into the Editing function field.
6. Enter a counter number into the Number field.
Example:
Create a total of three loops.
Select the plant level Conversion. Select Popup menu > PCT loop
> Insert loop. Select the measurand P(pressure). For the editing
functions "Register", "Control", and "Alarm", enter the identifier RCA-.
Enter the number 946. Click [OK].
Select the plant level Conversion. Insert a loop with the measurand
T(TEMPERATURE), the editing function RA+, and the number 948.
Select the plant level Heating. Insert a loop with the measurand
T(TEMPERATURE), the editing function RA+, and the number 940.
Select the plant level Heating. Insert a loop with the measurand
T(TEMPERATURE), the editing function RCA+, and the number 945.

7. Click [OK].
 The loop is inserted into the plant structure.

EPLAN PPE Getting Started

25

Creating and Managing the Plant Structure

8. Select the loop in the Tree tab.


9. To open the functional view editor, select the menu items Project >
PPE > Functional view (editing).
 The properties of the loop are displayed in the PCT loop properties dialog.
10. Select the PCT loop tab.
11. Enter a descriptive name for the loop into the Designation field.
12. You can optionally enter a description of the loop into the Remarks
field.
Example:
Select the loop PRCA-946 in the Tree tab. In the PCT loop tab, enter
the designation Steam pressure control.
Select the loop TR+948. Enter the designation Steam temperature.
Select the loop TRA+940. Enter the designation Flue gas temperature before superheater.
Select the loop TRCA+945. Enter the designation Temperature control for reaction chamber.

26

EPLAN PPE Getting Started

Creating and Managing the Plant Structure

PCT Loop - Creating a Consumer


You can create a consumer by inserting the consumer in a plant level of
the PCT plant and entering the designation of the consumer. You can
insert a consumer at any plant level.
Project > PPE > Functional view navigator > Tree tab.
1. Select a plant level.
2. Select Popup menu > PCT loop > Insert consumer.
3. In the Insert consumer dialog, enter optionally an identifier for the
technical facility into the Technical facility field.
4. Enter one or more identifiers for the consumer into the Editing function field.
5. Enter a counter number into the Number field.
Example:
Select the plant level Natural gas supply. Select Popup menu >
PCT loop > Insert consumer. Enter the identifier EU for the editing
function. Enter the number 900.

6. Click [OK].
 The consumer is inserted into the plant structure.
EPLAN PPE Getting Started

27

Creating and Managing the Plant Structure


7. Select the consumer in the Tree tab.
8. To open the functional view editor, select the menu items Project >
PPE > Functional view (editing).
 The properties of the consumer are displayed in the PCT loop
properties dialog.
9. Select the PCT loop tab.
10. Enter a descriptive name for the consumer into the Designation
field.
Example:
Enter Natural gas pump.

Creating a PCT Loop Function


You can insert a PCT loop function into a PCT loop (loop and consumer).
On insertion, the PCT loop function automatically adopts the measurand
of the superior PCT loop.
Project > PPE > Functional view navigator > Tree tab.
1. Select a PCT loop.
2. Select Popup menu > Insert PCT loop function.
 The PCT loop function is directly inserted into the plant structure.
The PCT loop function properties dialog opens.
3. In the PCT loop function tab, enter the identifier for the editing function of the PCT loop function into the second part of the Function
number field.
4. Enter a descriptive name for the PCT loop function into the Designation field.
Example:
Create a total of three PCT loop functions.
Select the PCT loop PRCA-946. Select Popup menu > Insert PCT
loop function. In the PCT loop function tab, enter the identifier R

28

EPLAN PPE Getting Started

Creating and Managing the Plant Structure


for the editing function Register into the second part of the function
number field. The function number of the PCT loop is then PR 946.
Enter the text Registration function into the Designation field.
Create the second PCT loop function with the editing function C and
the designation Control function. Create the third PCT loop function with the editing function A- and the designation Alarm function.

Creating a PCT Loop Element


You can create a PCT loop element by inserting the PCT loop element
into a PCT loop. Please also specify the device type. You can insert a
PCT loop element at any plant level, in PCT loops and in PCT loop functions.
Project > PPE > Functional view navigator > Tree tab.
1. Select a PCT loop.
2. Select Popup menu > Insert PCT loop element.
3. In the Mounting location group box, select an option for the locality
of the PCT loop element.
4. In the Device group group box, select an option for the device group
of the PCT loop element.
EPLAN PPE Getting Started

29

Creating and Managing the Plant Structure


 All device types that are compatible with the measurand of the
superior PCT loop, the selected mounting location, and the selected
device group are displayed in the Device type field. A preselection of
device types defined in the assigned master data library are displayed.
5. Select a device type and click [OK].
 The PCT loop element is inserted into the plant structure.
Example:
Select the PCT loop TRCA+ 945. Select Popup menu > Insert PCT
loop element. The dialog Specify device type TRCA+ 945 opens.
Select the options On-site and Sensors. Select the device type
Temperature sensor resistive (PT100). Click [OK].

30

EPLAN PPE Getting Started

Editing and Managing Properties

Editing and Managing Properties


What are additional properties?
For project planning of instrumentation and control technology, you need
properties describing the process management structure of plant levels
and plant objects. The additional properties in EPLAN PPE can be used
for this. You can either use the existing standard PPE properties contained in the program or create your own user-defined properties.
Additional properties

Meaning

Default PPE properties

The default PPE properties are


write-protected standardized properties contained in the program.

User-defined properties

User-defined properties are properties that you or a third-party have


created. These properties are not
write-protected.

Where are the additional properties managed?


You can manage the additional properties from within the project and / or
the master data library. Default PPE properties that you have not yet
copied into the project are not present in the project. You can recognize
the status of a property from the icon in the Edit properties dialog.
Icon

Status

Meaning

Default PPE prop- The property exists in the


erty in the program program but is not yet present in the project.
Default PPE property in the project

The property has been inserted into the project.

User-defined property from master


data

The property was created in


the master data and is located there.

User-defined property from project


master data

Property of the master data


inserted into the project.

EPLAN PPE Getting Started

31

Editing and Managing Properties


Icon

Status

Meaning

User-defined Prop- The property was created


erty in the project
within the project.

Tip:
In the detailed planning phase, you can place PPE default properties in
EPLAN Electric P8 schematics. This allows you to display information
from the instrumentation and measurement technology in the electrotechnical documentation.

Specifying Property Groups


You use property groups to clearly manage properties and facilitate access to the properties. If you don't want to use the default property
groups, you can specify your own property groups.
Options > Settings > Projects > "project name" > PPE > PCT loop
property groups
1. In the columns Loops and Consumers, enter names for loop and
consumer groups into the lines Group 1 to Group 8.
2. Click [OK].
Example:
Enter 8 group names for loops into the Loop column. Group 1: General measuring point, Group 2: Measured medium data, Group
3: Measuring-point data, Group 4: Instrumentation data,
Group 5: Regulating substance data, Group 6: Control point
data, Group 7: Actuator data, Group 8: Miscellaneous measuring point.

Enter 8 group names for consumers into the Consumer column.


Group 1: General consumer, Group 2: Type of consumer, Group
3: Electrical consumer data, Group 4: Mechanical consumer
data, Group 5: Activation of consumer, Group 6: Start-up
data of consumer, Group 7: Construction data, Group 8: Miscellaneous consumer.

32

EPLAN PPE Getting Started

Editing and Managing Properties

Creating a Property
Project > PPE > Properties > Edit
1. In the Edit properties <project name dialog, click the Property
field.
2. Select Popup menu > New.
3. Enter the name of the new property.
Example:
Enter Components corrosive.

EPLAN PPE Getting Started

33

Editing and Managing Properties

4. Click the Property field once more.


 If a property with a similar name already exists, the Compare
properties dialog opens. All similar properties are displayed in the
Similar properties field.
Example:
In the Compare / create properties dialog, in the Similar properties field, the PPE default property Corrosive components that is
similar to this new property Components corrosive is displayed.

34

EPLAN PPE Getting Started

Editing and Managing Properties

5. To use an existing property, select the existing property in the Similar properties field and click [Use].
 No new property is created.
6. To create the new property, click [Create].
Example:
Create the new property Components corrosive. Click [Create].
 The property is created and is automatically present in the current
project.
 The property is available project-wide in all PCT objects, forms,
and documents.

Copying a Property into a Project


To create default values for properties, the properties must exist in the
project. User-defined properties that you have created from within the
project are automatically present in the project once they have been created. You must copy default PPE properties into the project.
Project > PPE > Properties > Edit
1. Select a default PPE property in the Edit properties (<project
name>) dialog.

EPLAN PPE Getting Started

35

Editing and Managing Properties


2. Select Popup menu > Add to project.
Example:
Select the property State of aggregation. Select Popup menu >
Add to project. If the menu item is not available, the property already exists in the project.

Predefining Values
You can predefine default values for properties. Once you have used the
functional view editor to define the additional properties for the plant object then you can access these predefined values.
Project > PPE > Properties > Edit
1. To edit a property, select a property in the Property field of the Edit
properties (<project name>) dialog.
2. Click in the Value range field.
3. Enter a value and press [ENTER].

36

EPLAN PPE Getting Started

Editing and Managing Properties


 If the property does not yet exist in the project, a message dialog
is displayed. Click [OK].
4. Enter a second value and press [ENTER].
Example:
Click in the Property field. Press the [C] key. The cursor jumps to
the letter C. Select the new property Components corrosive. Click
the Value range field and enter Yes for the first value. Press [ENTER]. Enter No for the second value.
Define the values for two further properties. Select the property State of aggregation. In the Value range field enter the values
Solid, Liquid, and Gaseous under each other. For the property Degree of protection enter the values IP34, IP40, IP44, IP50
under each other.

Preselecting Properties
Properties are grouped into property groups. In order to group properties
you must preselect them for the property groups.
Project > PPE > Properties > Edit
EPLAN PPE Getting Started

37

Editing and Managing Properties


1. In the Edit properties (<project name>) dialog, select a property
from the Property group box.
2. To preselect the property for property groups, select all the desired
property groups in the Used in group box.
Example:
Select the new property Components corrosive. Select the check
boxes for the property groups Measured medium data and Regulating substance data.
Make a preselection for three more properties. Select the property
State of aggregation and select the property group Measured
medium data. For the property Measured medium also select the
property group Measured medium data. For the property Degree
of protection select the property group Measuring-point data.
3. Click [Close].

Managing and Grouping Loop Properties


You group loop properties by assigning the properties to property
groups. When grouping loop properties, you can also define the ordering
of the properties.
1. Select the menu items Project > PPE > Properties > Loops.
 A tab for every property group is displayed in the Loop properties dialog.
2. To group a loop property, first select a tab.
Example:
Select the Measured medium data tab.
3. Select Popup menu > New and click [...].
 The subsequent dialog shows all properties that you preselected
for the property group using Project > PPE > Properties > Edit.
4. Select a property and click [OK].

38

EPLAN PPE Getting Started

Editing and Managing Properties


Example:
Select the property Measured medium. Click [OK].
5. The property is entered into the tab and is assigned to the property
group as a loop property.
6. Group other loop properties in the same way.
Example:
Select the tab Measured medium data and then select the properties Components corrosive and State of aggregation one after
each other. Select the tab Measuring-point data and then select the
property Degree of protection.

Editing Loop Properties


Project > PPE > Functional view navigator > Tree tab.
1. Select a loop.
2. Select the menu items Project > PPE > Functional view (editing).
3. Select the Additional properties tab.
4. Select a property group from the Property groups for PCT loops
drop-down list.
 All loop properties that you have grouped in the selected property
group are displayed.
Example:
Select the PCT loop TRCA+ 945. In the Additional properties tab,
select the property group Measured medium data.

Assigning Predefined Values


1. To edit the value of a property, click the Value column.
 If values have been predefined for the property then the [...] button is displayed.

EPLAN PPE Getting Started

39

Editing and Managing Properties


2. Click [...], then select a value in the subsequent dialog and click
[OK].
 The value is entered into the Value column.
Example:
Next to the State of aggregation property, click the Value column. Select the predefined property Gaseous from the subsequent
dialog.
Next to the Components corrosive property, click the Value column. Select the predefined property No from the subsequent dialog.

Assigning New Values


1. To enter a value that is not predefined, click the Value column and
enter the value directly.
Example:
Next to the Measured medium property, click the Value column and
enter the value Steam.
2. Edit all the desired loop properties for the other property groups in
the same manner.
Example:
Edit a third property of another property group.
Select the property group Measuring-point data. Next to the Degree of protection property, click the Value column. Select the
predefined property IP45 from the subsequent dialog.

40

EPLAN PPE Getting Started

Editing and Managing Device Specifications

Editing and Managing Device


Specifications
What is a device specification?
A device specification contains all data relevant to a device. They define
(e.g.) parts.
If you wish to insert devices into your plant structure at a later time, you
don't need to assign individual data to each device, but can assign the
whole specification. Defining a standard specification enables you to use
one specification for several devices.
Tip:
For the detailed planning phase, assigned parts may contain additional
information, such as function templates or symbols for placing components in the plan.

Creating a Specification
When you create a specification, you can specify a device type and part
in addition to the procedural properties. Device types are defined and
managed in the master data library. Parts are created and managed in
the parts manager.
Project > PPE > Specifications

Creating a Specification
1. Select the Project option in the Specification from group box.
2. Click

(New).

3. Enter a unique specification number in the Create specification dialog.


Example:
Enter 0-T-3.
4. Click [OK].

EPLAN PPE Getting Started

41

Editing and Managing Device Specifications


 The Edit specification dialog opens.
 The Device type drop-down list displays all device types defined
in the assigned master data library.
5. Select a device type.
 The Device group field displays the device group that the device
type belongs to.
Example:
Select the device type Temperature sensor resistive (PT100).
The value Sensors is displayed in the device group field.
6. Enter optionally a remark.
7. Enter a type number, if necessary.
Example:
Enter the type number TR 21.

Assigning Parts
1. To select parts for the specification, click
field.

(New) above the Parts

 In the Part selection dialog, the parts from the parts database
that you selected using Options > Settings > User > Management
> Parts management are displayed.
2. Select a part in the Tree tab of the Part selection dialog.
3. Check the properties of the part shown in the right side of the dialog.
4. To accept the part, click [OK].
 The part is entered in the Part field.
5. Select other parts in the same way.
6. To specify the quantity for a selected part, click the Number of units/
quantity column and enter the quantity.

42

EPLAN PPE Getting Started

Editing and Managing Device Specifications

Defining Properties
1. To enter the sales price of all selected parts in the Sales price field
in line with the quantity displayed, click [Calculate].
2. To specify procedural properties for the specification, double-click
the Properties column and then click [...].
3. Select a property in the Select dialog and click [OK].
4. Enter a value in the Value field.
5. To select a predefined value, click [...] in the Value column.
6. Select a value in the Select dialog and click [OK].
 The value is entered.
7. Specify other properties and values in the same way.
8. Click [Close].
 The specification is displayed in the Specifications dialog and is
available in the project.
9. Click [OK].

Assigning a Specification to a PCT Loop


Element
When you assign a specification to PCT loop elements, the properties of
the specification are linked to the PCT loop elements. This simplifies the
central management and upkeep of the specifications data. Subsequent
changes and enhancements to the specification are automatically
adopted by all PCT loop elements linked to the specification.
You define specific properties for a single PCT loop element using the
Additional properties tab.
Project > PPE > Functional view navigator > Tree tab.
1. Select a device.

EPLAN PPE Getting Started

43

Editing and Managing Device Specifications


Example:
In the PCT loop "TRCA+ 945", select the device " Temperature sensor resistive (PT100)".
2. Select the menu items Project > PPE > Functional view (editing).
3. Click [...] in the Device tab next to the Specification field.
 In the Select specification dialog, the specifications are filtered
and all specifications matching the selected device type are displayed.
4. Select a specification and click [OK].
Example:
Select the specification with the specification number "0-T-3".
 The specification number is entered in the Specification field.
The specification is assigned to the device.

44

EPLAN PPE Getting Started

Editing and Managing Orders

Editing and Managing Orders


What are orders?
Orders allow you to define the areas of responsibility within a plant in
your project.
You can assign an order to each individual PCT loop in the functional
view navigator. This provides you with an additional property for PCT
loops that can also be used as filter criteria when lists and documents
are created. You can, for example, generate a list containing all PCT
loops or PCT loop elements that are the responsibility of the subcontractor.
Tip:
In the functional view navigator, you can filter your PCT loops by order in
the List tab by using Popup menu > View.

Creating an Order
You can create an order by entering various order properties. If you wish
to assign a PCT loop to one of several existing orders, the "Order designation", "Customer", and "Remark" properties are displayed when the
relevant order is selected.
Project > PPE > Orders
1. In the Orders dialog, click

(New).

2. In the Create order dialog, enter a unique order designation.


Example:
Enter Re-design Splitting Plant.
3. Click [OK].
4. In the Edit order dialog, enter the order properties.
Example:
Enter the short name of the project editor into the Edited by field. In
the Order value field, enter the value 25,000.00. In the Delivery

EPLAN PPE Getting Started

45

Editing and Managing Orders


date field, enter the date 31/12/2006. In the Creation date field, enter the date 31/12/2007. Enter Construction into the Department
field. In the Remarks field, enter the value Second Order.
5. Click [OK].
 The order is displayed in the list of created orders in the Orders
dialog.
6. Click [OK].

Assigning an Order
You can assign an order to each individual PCT loop.
Project > PPE > Functional view navigator > Tree tab.
1. Select a PCT loop in the Functional view <project name> dialog.
Example:
Select the PCT loop TRCA+ 945.
2. Select the menu items Project > PPE > Functional view (editing).

46

EPLAN PPE Getting Started

Editing and Managing Orders


3. Select the PCT loop tab.
4. Select an order from the drop-down list.
Example:
Select the order Re-design Splitting Plant.
 The selected PCT loop is assigned to the order.

EPLAN PPE Getting Started

47

Editing and Managing PCT Forms

Editing and Managing PCT Forms


What are forms?
Forms are reusable templates that allow you to output the project data in
a transparent and structured format as data sheets or lists and use these
for the plant documentation. You can generate data sheets and lists that
are available temporarily as working papers or permanently as documents.

What are data sheets and data lists?


A data sheet shows the data for one plant object. Among this data is
(e.g.) the PCT loop sheet.
A data list shows several plant objects. Among this data is (e.g.) the PCT
loop list.

What are form objects?


Form objects are objects that can be placed on forms. The following table shows a selection of possible objects.
Icon Object

48

Meaning

Placeholder

A placeholder is filled with project data when a report is generated.

Table

A table contains one or more placeholders, formatting and structure elements. The placeholders are
filled with project data when a report is generated.
The formatting and structure elements remain unchanged.

Text

Text is a formatting and structure element. Text is


not changed when a report is generated.

Line

A line is a formatting and structure element. Lines


are not changed when a report is generated.

Circle

A circle is a formatting and structure element. Circles are not changed when a report is generated.

EPLAN PPE Getting Started

Editing and Managing PCT Forms

Opening a Form
Project > PPE > Documents
1. Select the Forms tab.
 All forms that you have loaded from the project template or the
basic project are displayed.
2. Double-click a form.
 The form opens in the graphical editor.

Importing a Form
If your project does not contain any forms, you can subsequently import
forms into your project. This can occur if (e.g) you have used a basic project without forms or you have not loaded forms from the project template
when you created your project. As standard, PPE forms are located in
the directory Forms\<Company Code>\PPE.
Project > PPE > Documents
1. Select the Forms tab.
2. Select your project.
3. Click [Import].
4. The standard directory for PPE forms is displayed in the Import form
dialog.
5. Select a form *.ewf, and click [Open].
 The form is displayed in the Forms tab and is available in the project.

Creating a Form
All forms that you create in the form navigator are automatically part of
the project. Each form is based on a report type. The report type allows
project data of the same type to be output.

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49

Editing and Managing PCT Forms


Project > PPE > Documents
1. Select the Forms tab.
2. Select Popup menu > New.
3. Enter a unique name for the form.
Example:
Enter Empty Form.
4. Click the tab.
5. Double-click the form.
 The form opens in the graphical editor.
6. To specify the form properties, select the menu items Insert > Settings.
7. Select the required report type from the Report type drop-down list.
Example:
You must use the report type "PCT loops" to define a form for a PCT
instrument sheet. Select the report type "PCT loops".
8. Click [OK].
 An empty form is created.
The method used to place and edit form objects in forms is explained in
the following chapters.

Closing and Saving a Form


Once you have edited or changed a form, then it is necessary to save
the changes. You are prompted to save the form when you close the
form or change to a different form.
1. Click

in the upper right of the graphical editor.

2. Click [Yes] in the message dialog.

50

EPLAN PPE Getting Started

Editing and Managing PCT Forms


Example:
You do not need the empty form for the practice project. You can just
close the empty form without saving it.

Creating a Form for a Data Sheet


The easiest way to create a data sheet is to copy a PPE data sheet delivered with the system and then modify it to suit your needs.
Project > PPE > Documents

Copying a Form
1. Select the Forms tab.
2. Select a data sheet form.
Example:
Select the form "PCT Loop Sheet".
3. Select Popup menu > Copy.
4. Select Popup menu > Paste.
5. Enter a name for the form.
Example:
Enter Practice-PCT Loop Sheet.
 The form is copied into the project.
6. Double-click the copied form.
 The form opens in the graphical editor.
7. To enlarge the view of the form, click

(Zoom in) in the toolbar.

Editing Existing Text


Text is displayed in black in forms.
1. To edit existing text, double-click the text.

EPLAN PPE Getting Started

51

Editing and Managing PCT Forms


2. In the dialog Edit text element, in the Text field, enter some text or
change the existing text.
Example:
Double-click "PCT loop designation" below the text "Data sheet" and
"PCT loops". In the Edit text element dialog, change the text PCT
loop designation to PCT Loop number.

3. Click [OK].
 The text is placed on the form.

Editing an Existing Placeholder


Placeholders are displayed in green in forms.
1. To edit an existing placeholder, double-click a placeholder.
Example:
Double-click the placeholder "PCT loops->Designation" below the
text "Data sheet" and "PCT loop number".
2. In the Property placement dialog, click [...] next to the property field.
3. Select a property in the Select property dialog.

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EPLAN PPE Getting Started

Editing and Managing PCT Forms


Example:
In the folder "Properties > PCT loops", select the property "PCT loop
number".
4. Click [OK].

5. In the Property placement dialog, click [OK].


 The placeholder is placed on the form.

Inserting New Text


1. To insert new text, select the menu items Insert > Text, and drag a
rectangle in the form using the mouse pointer crosshairs.
2. Enter the text into the Edit text element dialog and click [OK].

EPLAN PPE Getting Started

53

Editing and Managing PCT Forms

Inserting a New Placeholders


1. To insert a new placeholder, select the menu items Insert > Placeholder, and drag a rectangle in the form using the mouse pointer
crosshairs.
2. In the Property placement dialog, click [...] next to the property field.
3. Select a property in the Select property dialog.
4. Click [OK].
5. In the Property placement dialog, click [OK].
6. To close and save the form, click
editor.

in the upper right of the graphical

7. Click [OK] in the EPLAN PPE message dialog.

Creating a Form for a Data List


The easiest way to create a data sheet is to copy a PPE data sheet delivered with the system and then modify it to suit your needs. Data lists
are output in tabular form.
Project > PPE > Documents

Copying a Form
1. Select the Forms tab.
2. Select a data list form.
Example:
Select the form "PCT loop list".
3. Select Popup menu > Copy.
4. Select Popup menu > Paste.
5. Enter a name for the form.

54

EPLAN PPE Getting Started

Editing and Managing PCT Forms


Example:
Enter Practice-PCT-Loop-List.
 The form is copied into the project.
6. Double-click the copied form.
 The form opens in the graphical editor.

Editing a Table
1. To change the text in column headings, double-click the heading
text.
2. Enter the changed text into the Text field of the Edit text element
dialog.
Example:
Double-click the column header "PI" or another one. In the Edit text
element dialog, change the existing text to Measurand.
3. Click [OK].
4. To change the placeholder belonging to a table column, double-click
any desired column.
 The Set up table dialog opens.
 A placeholder is displayed for each table column in the Columns
field.
5. Select the placeholder you wish to change.
Example:
You have renamed the "PI" column to "Measurand". You now wish to
change the associated placeholder. Double-click a column in the
form. In the Set up table dialog, in the Columns field, select the placeholder "Plants->PI-overall code".
6. In the Columns group box, click [...] next to the Column name field.
7. Select a property in the subsequent dialog.

EPLAN PPE Getting Started

55

Editing and Managing PCT Forms


Example:
In the folder "Properties > PCT loops", select the property "Measurand". The placeholder "PCT loops->Measurand" is entered.

8. Click [OK].
9. To close and save the form, click
editor.

in the upper right of the graphical

10. Click [OK] in the EPLAN PPE message dialog.

56

EPLAN PPE Getting Started

Generating Temporary Project Reports

Generating Temporary Project


Reports
What are reports?
Reports allow you to execute a query regarding the project based on
forms, and output specific project data using filter and sorting criteria.

What are temporary reports?


You can generate reports on project data as a temporary list or temporary data sheet. The form is filled with data but is not saved. The blank
form is retained as a template. You can use temporary reports for (e.g.)
testing your form or directly printing project data in a structured form.
Tip:
You can save generated data sheets and data lists by selecting the
Generate documents check box before generating the report. This procedure is described in the chapter "Generating and Managing Documents".

Generating a Temporary Data Sheet


Project > PPE > Documents
1. Select the Forms tab.
2. Select a data sheet form.
Example:
Select the form "Practice PCT loop sheet".
3. Select Popup menu > Generate report.
Example:
Check that no filter is entered in the Filter field. To delete a filter, select the filter and then click
.

EPLAN PPE Getting Started

57

Generating Temporary Project Reports


4. To define the sequence in which the data sheets are output, in the
Define sorting group box, select a property from the Property dropdown list.
Example:
Select the property "Designation". The temporary reports are output
in alphabetical order.

5. Click [OK].
 Temporary reports are generated.
 The data sheet of the first plant object is displayed in the graphical
editor. The sorting defines which plant object is the first one.

Paging Through Temporary Reports


1. To page through the data sheets of the other plant objects, click
(Next page) in the toolbar.
2. To open a specific data sheet of a plant object, click Popup menu >
Go to ( graphic / page / document).

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EPLAN PPE Getting Started

Generating Temporary Project Reports


3. Select the desired plant object in the Select document dialog.
4. Click [OK].
 The data sheet of the selected plant object is displayed in the
graphical editor.
5. To close temporary reports, click
editor.

in the upper right of the graphical

Generating a Temporary Data List


Project > PPE > Documents
1. Select the Forms tab.
2. Select a data list form.
Example:
Select the form "Practice PCT loop list".
3. Select Popup menu > Generate report.
Example:
Check that no filter is entered in the Filter field. To delete a filter, select the filter and then click
.
4. To define the sequence in which the plant objects are output in the
data list, in the Define sorting group box, select a property from the
Property drop-down list.
Example:
Select the property "Measurand". The plant objects are output in the
temporary reports sorted by measurand.
5. Click [OK].
 Temporary reports are generated.
 The first page of the data list is displayed in the graphical editor.
The number of pages in the data list depends on the number of reported plant objects.

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Generating Temporary Project Reports

Paging Through Temporary Reports


1. To page through the data list pages, click
bar.

(Next page) in the tool-

2. To open a specific page in the data list, click Popup menu > Go to
(graphic / page / document).
3. Enter a page number into the subsequent dialog and click [OK].
 The specified page is displayed in the graphical editor.
4. To close temporary reports, click
editor.

in the upper right of the graphical

Tip:
You can store the standard filtering and sorting settings in the form by
selecting Popup menu > Filter & sorting. In the Filter and sorting dialog, define the filter and sorting criteria for the form and click [OK].

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EPLAN PPE Getting Started

Creating and Managing Documents

Creating and Managing Documents


What are documents?
For the plant planning of your PCT plant, you need comprehensive
documentation. Documents are part of the documentation that you create in EPLAN PPE and manage in the document navigator. This includes
data sheets and data lists (e.g., PCT loop sheets and PCT loop lists).
You create documents by generating project data reports based on a
form.

What are pages?


Pages are part of the documentation that you manage in the page navigator. This includes mounting diagrams (e.g., PCT loop plans / schematics) and reports of the detail plan (e.g., cable overviews). You can create
and manage mounting diagrams in EPLAN PPE.
Note:
You create electrotechnical plans (loops, PCT loop diagrams, loop plans,
schematics) in EPLAN Electric P8.

Creating a Data Sheet Document


Data sheet documents include (e.g.) PCT loop sheets.
Project > PPE > Documents.

Select form
1. Select the Forms tab.
2. Select a form.
Example:
Select the form "Practice PCT loop sheet".
3. Select Popup menu > Generate report.

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61

Creating and Managing Documents


Example:
Check that no filter is entered in the Filter field. To delete a filter, select the filter and then click
.

Defining a Document Name


1. Select the Generate document check box.
2. To automatically generate the document name, leave the Document
name field empty, or use [...] to select a property.
Example:
For the exercise project, you do not need to enter anything into the
Document name field. When PCT loop sheets are generated, the
PCT loop number of the PCT loop is automatically entered into the
document name of the PCT loop sheets.

Generating a Document
1. Click [OK].
2. Click [Yes] in the EPLAN PPE message dialog.
 The documents are generated.
3. Select the Documents tab.
4. Press [F5] to update the view.
 The documents are displayed in the Documents tab.
Example:
If you have not specified a filter, a PCT loop sheet is displayed for
every PCT loop in the project.

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EPLAN PPE Getting Started

Creating and Managing Documents

Creating a Data List Document


Data list documents include (e.g.) PCT loop lists.
Project > PPE > Documents.

Select a Form
1. Select the Forms tab.
2. Select a form.
Example:
Select the form "Practice PCT loop list".
3. Select Popup menu > Generate report.

Defining Filters and Sorting


1. To define a filter, click

(New) in the Generate reports dialog.

2. In the Define filter dialog, click [...] next to the Property field.
3. Select a property in the Properties dialog.
Example:
In the folder "Properties > PCT loops", select the property "Measurand".
4. Click [OK].
5. Select an entry from the Operator drop-down list in the Define filter
dialog.
Example:
Select the operator =.
 Depending on the selected property, all values present in the project are displayed in the Value drop-down list.
6. Select a value in order to filter according to a particular value.

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63

Creating and Managing Documents


Example:
Since you have chosen the "Measurand" property, the Value dropdown list shows all measurands in the project. These are the measurands "P" and "T". Select the value "T".
7. Click [OK].
 The filter is entered in the Filter field.
8. To output the plant objects in a particular sequence in the data list,
select a property in the Define sorting group box.
Example:
Select the property "Number".

Defining Document Names


1. Select the Create document check box.
2. Enter a name for the document into the Document name field.
Example:
Enter PCT Loops - Re-design Splitting Plant.

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Creating and Managing Documents

Generating a Document
1. Click [OK].
2. To directly generate all pages, click [Yes] in the EPLAN PPE message dialog.
 The documents are generated.
3. Select the Documents tab.
4. Press [F5] to update the view.
 The documents are displayed in the Documents tab.
Example:
The PCT loop list "PCT Loops - Re-design Splitting Plant" is displayed with page 1. To open the PCT loop list, double-click page 1.
The PCT loop list contains only those PCT loops having the measurand "T". The PCT loops are displayed sorted by their number.

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65

Tabular Editing of Project Data

Tabular Editing of Project Data


What is a PPE list processing?
PPE list processing allows project data to be output and edited in tabular
form. You can enter values directly or edit your project data using the
functions Find, Replace and Number. You define the project data to be
displayed when you generate the PPE list.

Generating an Editable PPE List


Project data > PPE list processing

Setting Up a List
1. Select the required report type from the Report type drop-down list.
Example:
Select the report type "PCT loops".
2. Enter the number of table columns into the Number field.
 A column header placeholder for every column is entered into the
Columns field.
Example:
Enter the value 3. The placeholders Column 1, Column 2, Column
3 are entered.
3. To define a column header, select an entry in the Columns field.
Example:
Select the entry "Column 1".
4. Click [...] next to the Name field.
5. Select a property in the Select property dialog and click [OK].

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EPLAN PPE Getting Started

Tabular Editing of Project Data


Example:
In the folder "Properties > PCT loops", select the property "PCT loop
number". Click [OK]. The property "PCT loops->PCT loop number" is
entered into "Column 1".
6. Proceed in the same manner to define the headings for other columns.
Example:
Select the column header "Column 2" and select the property "Designation" from the folder "Properties > PCT loops". Click [OK]. The
property "PCT loops->Designation" is entered into "Column 2".
Select the column header "Column 3" and select the property "Orders" from the folder "Properties > PCT loops". The property "PCT
loops->Orders" is entered into "Column 3".

Defining Filters and Sorting


1. To limit the amount of project data reported, you define filter criteria
in the Filter field.
2. Click

(New) above the Filter field.

3. In the Define filter dialog, click [...] next to the Property field.
4. Select a property in the Properties dialog.
Example:
In the folder "Properties > PCT loops", select the property "Measurand".
5. Click [OK].
6. Select an entry from the Operator drop-down list in the Define filter
dialog.
Example:
Select the operator =.
 Depending on the selected property, all values present in the project are displayed in the Value drop-down list.
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Tabular Editing of Project Data


7. Select a value in order to filter according to a particular value.
Example:
Since you have chosen the "Measurand" property, the Value dropdown list shows all measurands in the project. These are the measurands "P" and "T". Select the value "T".
8. Click [OK].
9. The filter is entered in the Filter field.
10. To output the project data in a particular sequence, select a property
in the Define sorting group box.
Example:
Select the property "Number".

Generating a List
1. Click [Generate].
 The project data is output in tabular form in the Edit list dialog.
 Grayed out properties are write-protected.
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EPLAN PPE Getting Started

Tabular Editing of Project Data


Example:
Three PCT loops "TRA+ 940", "TRCA+ 945" and "TR+ 948" are output. You cannot edit the fields in the "PCT loop number" column because the "PCT loop number" property is write-protected in the PPE
list processing.
Tip:
You can edit the PCT loop number in the PPE list processing by editing
the components of the PCT loop number. This includes the properties
"Technical facility", "Measurand", "Editing function" and "Number".

Editing Project Data


1. To edit project data in the PPE list, click a field.
2. Directly enter a value or select a value from the drop-down list.
Example:
Click the Orders column. For the PCT loop "TRA+ 940", select the
order "Re-design Splitting Plant". Click the Orders column. For the
PCT loop "TRA+ 948", select the order " Re-design Splitting Plant".
3. Click [Close].
 The project data is changed within the project.
Tip:
You can use the PPE list processing to export project data into a *.txt
file and then insert this data into a spreadsheet.

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Editing and Managing Hook-ups

Editing and Managing Hook-ups


What are hook-ups?
Hook-ups are specifications documenting the default values for mounting
devices for PCT loops. The mounting accessories describe the mounting
components of the hook-up. The mounting diagram represents the layout
of the hook-up in the form of a technical drawing or sketch.
Note:
Hook-up pages have the page type, "Graphic (I)".

What is a page macro for a mounting diagram?


A mounting diagram is created on a page with drawing elements and
placeholders for project data. You can export these single pages as page
macros and use them in other projects. EPLAN PPE is delivered with
page macros for mounting diagrams.

Creating a Hook-up
The easiest way to create a hook-up is to copy a hook-up from the master data library delivered with the system and then modify it to suit your
needs. You can create a mounting diagram by assigning a page macro
to the hook-up.
Project > PPE > Hook-ups

Inserting a Page Macro


1. Select the Master data option in the Hook-up from group box.
 All hook-ups in the assigned master data library are displayed.
2. Select the hook-up number of the desired hook-up.
Example:
For the "Temperature sensor resistive (Pt100)", select the hook-up
having the hook-up number "TE011".
3. Click

70

(Edit) in the Hook-ups dialog.

EPLAN PPE Getting Started

Editing and Managing Hook-ups

4. Select the Macros tab.


5. Click

(New).

6. Select a page macro from the Macro file selection dialog.


Example:
Change to the directory Macros\<Company Code>\Hookups. Select
the page macro te011.emp.
7. Click [Open].
 The file path to the page macro is entered into the Macros tab.
8. Click [Close].

Copying Hook-ups into Projects


1. To copy the hook-up with the mounting diagram into your project,
first select the hook-up and then select Popup menu > Copy to project.
 The Adjust page structure dialog opens. A column is created for
every existing identifier block (e.g = + #). In a column you can select
or create structure identifiers for an identifier block. The identifier
blocks that are available depend on the template that you used to
create your project.
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Editing and Managing Hook-ups


2. To sort the mounting diagram page into the page structure of the
page navigator, you define a structure identifier for the desired identifier block.
3. Click the column of an identifier block in the Target column.
4. Delete any existing entry and enter the name of a structure identifier.
Example:
Double-click the = column for the "Plant" identifier block. Delete the
existing entry. Enter HOOKUPS. Also delete any existing entries in all
other identifier block columns. Double-click the + column for the
"Mounting location" identifier block and enter the value T.
5. Check the entry in the Page name column.
6. Enter different text to define a different page name for the page.
Example:
The hook-up number "TE011" of the hook-up was entered into the
Page name field. Do not change this entry.
7. Click [OK].
 The Place identifiers dialog opens.
 A tab is displayed for every identifier block where you have created a new structure identifier. The sequence of the structure identifiers in the tab reflects the sequence of the structure identifiers as
displayed in the page navigator.
8. Select a tab.
9. Select your new structure identifier.
10. To move it up and down, click
(Move to the beginning) und

(Move up),
(Move down),
(Move to the end).

Example:
Select the tab = Plant. Select the structure identifier HOOKUPS. Click
(Move to the end). Select the tab + Mounting location. Select
the structure identifier T. Click
(Move to the end).
11. Click [OK].
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EPLAN PPE Getting Started

Editing and Managing Hook-ups


 The hook-up is copied into the project.
 A page is automatically created.
12. In the Hook-ups dialog, click [OK].
13. Select the menu items Page > Navigator.
 The page for the hook-up is sorted into the structure identifiers in
the Pages <project name> navigator dialog.

14. Double-click the page.


 The page is opened in the graphical editor.

Assigning a Hook-up to a PCT Loop Element


You can assign a hook-up with or without a mounting diagram to a PCT
loop element.
Project > PPE > Functional view navigator
1. Select a PCT loop element in the Functional view <project name>
dialog.

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Editing and Managing Hook-ups


Example:
Select the PCT loop element "Temperature sensor resistive (Pt100)".
2. Select the menu items Project > PPE > Functional view (editing).
3. Select the Device tab.
4. Next to the Hook-up field, click [...].
 All hook-ups belonging to the PCT loop element device group and
to the measurand of the superior PCT loop are displayed.

5. Select a hook-up and click [OK].


 The hook-up is assigned to the PCT loop element.

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EPLAN PPE Getting Started