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Bentley Substation Instruction Manual V 3 1
Bentley Substation Instruction Manual V 3 1
Bentley Substation
Instruction Manual Version 3.1
Table of Contents
Preface ................................................................................................................................................... 8
A. Purpose: ......................................................................................................................................... 8
B. Requirements: ................................................................................................................................ 8
C. Legends:.......................................................................................................................................... 8
III. Launching Bentley Substation and Working with Project Manager .............................................. 12
H. Running reports.......................................................................................................................... 28
A. Naming Convention for Electrical 3D Model, Saved Views, and Callouts Based on Bus
Configurations .................................................................................................................................. 39
A. Placing part numbers to symbols while auto-updating the symbol attribute. ......................... 116
XIII. Designing Single Line / Meter & Relay and Station Service Diagrams ........................................ 128
XIV. Designing Schematic Diagrams and Contact Development Tables ............................................. 128
XVII. Bill of Materials, Name Plate, and Target Plates Reports ......................................................... 149
XVIII. Designing Circuit, Conduit, Trench, and Junction Box Schedules ............................................ 159
02-03-12 2.1 Added Rev. block and other misc. changes NxT6 A2L4
Preface
A. Purpose:
This document outlines all necessary steps and procedures required to complete a substation
design project utilizing Bentley Substation software within PG&E configured environment. All
users need to follow these steps to ensure contents can be properly utilized among PG&E and
contractors.
B. Requirements:
1. Bentley Substation should be properly Installed and Configured.
C. Legends:
1. Text in single quote is: ‘Running a command’.
2. Text in double quote is: “Column or field name existing in the software”.
4. Text in Italic and bold is: Hint or CAUTION or PAY CLOSE ATTENTION.
D. Shortcut Keys:
Symbol Old Keystroke New Keystroke ¹
¹ Alt+XXXX means hold the ALT key, then type the numeric combination above using the num
pad (right side of the keyboard), then let go of the ALT key
² Symbol can be inserted using Microstation’s Insert Symbol button on the text editor dialog
box.
Live Nesting Level: defines how many level of reference of a reference the software needs
to look through to display the reference
Master Civil Model: 3D drawing containing civil components such as DTM, road, fence,
gate(s), PRP, topo…This model will not be issued to construction; it’s used to create
foundation arrangement, grading plan, and etc.
Master Electrical Model: 3D drawing containing all actual inserted 3D symbols which will
not be issued to construction.
Master Model: 3D workspace model within Bentley Substation. Design can be done on this
model. No title block to be included here; and do not issue designs done in this model
My Projects: The folder name which contains all active substation projects
Sheet Model: 2D workspace model within Bentley Substation. Do not design on this model,
this is strictly 2D model containing title block, which to be issued
I. General Approach
A. Software Overview
Bentley Substation is an intelligent and integrated CADD software which consists of
Microstation and a database running in the background. Bentley Substation users can
perform all basic drafting tasks that used to be done in Microstation.
Existing drawings with non-intelligent graphics can brought into to the new environment
and mixed with new intelligent symbols as necessary. Similarly, legacy 2D physical objects
can be on the same drawing with new 3D intelligent symbols.
All drawings for a substation will eventually be bundled into one project file. The project
name will be the name of the substation. No individual DGN files will be available for editing
or archiving.
Bentley Substation produces drawings utilizing a letter and number coordinate system to
properly identify locations of components for intelligent linkage. The appropriate page
format needs to be selected for all drawings to be issued.
For electrical designs, there are two types of title blocks: “ETEC4S_TB” and
“ETEC4S_TB_EDS”. As the name implies, one is for regular projects and one is for Electrical
Design Standard Projects respectively.
Master Layout Model design and schematics will be 1:1 scale. All other drawing’s title block
can be scaled appropriately following the latest revision of Substation Design Guidelines.
Refer to Section III.C for more information regarding the creation of different page sizes and
commonly used scale factors.
For non-standard designs, users can start the design from scratch or copy from other projects as
appropriate.
For indoor/schematic design, it’s recommended to start with the relay and switch contact
development table then build AC/DC schematics by device ID. Do not assign any part number
(PG&E Code) to schematics or contact development tables otherwise materials will not be
captured on the Bill of Materials report. Only assign part numbers on panel layout drawings.
For outdoor design, users can either copy all applicable standard 3D layout drawings to the
project then arrange them to create the Electrical Master Layout drawing or start design by
placing symbols/Macros from the catalogs as needed. Final construction drawings will be made
up of references of various views of the electrical master layout drawing.
Dimensions, text, balloons, and construction labels will be placed on final construction drawings
to be issued.
1. Check ProjectWise and H:\Substation Data\My Projects\ to see if the substation you are
about to work on is already in the active projects folder. If not, refer to ProjectWise user
manual to create new project in ProjectWise.
2. Check drawings out of WIP into the “References” folder if drawings you need to work on
are not already in ProjectWise. Note that you should only do this for drawings that will
be converted to Bentley Substation format. For all other drawings from WIP, check out
to your LAN ID folder or C:\Data\MAT_DB\ (such as drawings to be superseded, 0-size
drawings, etc.).
3. Proceed with design by working in the Electrical Master Layout and Civil Master Layout
Models first.
Important: please be sure to create one 3D layout per voltage level, bus section,
transformer, or bay. Do this by copying the Electrical Master Layout drawing, giving it
a unique name (e.g. 115kV Ring Bus or Transformer 1). Recommended criteria as
follows:
a. A typical distribution substation will have one layout for the high side, one layout
for each distribution transformer arrangement, and one layout for each
distribution bus section. An entire ring bus can be on one layout.
b. A typical transmission substation will have one layout for each voltage level;
however, within each voltage level, each BAAH bay or bus section will need its
own layout. Each transformer shall have its own layout as well.
c. For switching stations, each BAAH bay or bus section will need its own layout.
Finally, reference all layouts into the Electrical Master Layout which will consist of the
station fence and control building. See Section VI.A for model and Saved View naming
guidelines
4. When project is completed, archive the project -- for instructions, please consult with
the ProjectWise User Manual.
Alternatively, Bentley Substation can be launched from “Start” Menu “All Programs”
“Bentley” “Bentley Substation V8i” “Bentley Substation V8i”.
Once Bentley Substation has launched, the “Project Manager” dialog appears as shown below.
- Run reports
- View BM Explorer
On “Project Manager”, point to “File” “Restore”, the “Restore Project” dialog box appears
Line 1: Click on the ellipsis for the “Project File (*.Prj) field to select a project to be restored:
Line 2: Keep the default file path “H:\Substation Data\My Projects” folder here since all
active projects will be placed in one location
Line 3: Assign a new project name if needed, otherwise, the name for the project to be
restored will be kept
The project name will be the substation name or switching substation name e.g. Orosi
Substation or Santa Ynez Switching Station.
After keying in the substation name, click on “Description” and key-in the following
information as shown below. This information will appear on the title block.
1. Project – Ensure you are creating the drawing in the proper project
2. Drawing Set – Type in a drawing set (or choose an existing). More info regarding
Drawing Set see Section III.C.18.i.
3. Installation – Type in a Page Installation, or choose an existing from the drop down list.
4. Location – Type in a Page Location, or choose an existing from the drop down list.
For drawings that contain devices that have different installation and location, such as
Single Line, Single Line Meter & Relay, Panel Layout, etc, leave page Installation and
Location blank. The use of fields can help simplify the assignment of installation and
location for devices to be placed.
For all other drawings, follow the Installation and Location definition chart below to key
in the appropriate information for these pages. Note that all elements placed on the
drawing will inherit the Installation & Location specified here.
Note: do not use special characters for Installation or Location (#, &, commas,
apostrophes, colons, semicolons, parentheses, *, etc)
OUTDOORS INDOORS
Installation: Installation:
-Grounds
-Conduits
-Voltage Class Bus Section (for circuit -Voltage Class Bus Section (for
breakers) e.g. 230kV Bus Section E, 12kV switchgear) e.g. 21kV Bus Section G
Bus Section D
Location: Location:
5. Page Name – Type in a Page Name, most likely will be a PG&E drawing number
beginning with 0-, 1-, 2-, 3-, 4-, or 5-, or describing the layout.
6. Initial Mode – Choose the type of drawing you are creating from the list of available
types.
7. Title Block – The default is ETEC4S_TB, which is the proper title block for 4-size
drawings. For 0-size, choose ETEC0S_TB, 1-size drawings, choose ETEC1S_TB, 2-size
drawings, choose ETEC2S_TB, 3-size drawings, choose ETEC3S_TB, and for 5-size
drawings, choose ETEC5S_TB.
8. Place title block in sheet mode – ensure this box is NOT checked for new drawings.
9. Page Format – The default is ETEC4S, which is the proper page format for 4-size
drawings. For 0-size drawings, choose ETEC0S, 1-size drawings, choose ETEC1S, 2-size
drawings, choose ETEC2S, 3-size drawings, choose ETEC3S, and for 5-size drawings,
choose ETEC5S.
10. Page Macro – this allows cells to be placed automatically upon page creation. Currently,
the cells that are inserted using the PAGE_TEXT_MACRO_#-SIZE macros are: LNAMES,
DESFIL, PGE3PH, NOTES, REF, DWGNO, and also inserts text nodes of appropriate size
inside the revision block. Depending on what size drawing you are creating, adjust this
field as necessary:
When creating these types of drawings, the Page Macro field should be blanked out.
Once the page gets created, the appropriate page macro needs to be inserted, but
scaled to match the scale of the drawing.
Search for, or type in, the appropriate macro depending on drawing size:
Next, click on “Macro Settings” on the bottom right hand corner of the dialog box,
and then type in the same scale factor you used in Step 10 in the previous section.
Click OK
With the macro on your mouse cursor, click on the lower left corner of the drawing
page and perform a data (left) click.
To
complete filling in the title block within “Project Manager”, click on the “Drawing Set” tab
(at the bottom of the window) and key in additional information required for the project.
Note that this information will appear on all drawings within the project.
Drawing Set – A collection of drawings involved in a particular project, but within the same
Substation (Project).
i. For example, all drawings required for a Bank Replacement Job would be in one
Drawing Set called “REPLACE BANK 1” or similar.
ii. For subsequent projects requiring a drawing already assigned to a Drawing Set (but
the project has already been completed), one would then change that particular
drawing’s Drawing Set to describe the new project.
Note: do not use special characters for Installation or Location (#, &, commas,
apostrophes, colons, semicolons, parentheses, *, etc)
iii. Outdoor Arrangement Drawings: Installation represents the voltage class and bus
section name.
iv. Conduit & Ground Drawings: Installation would be either “Conduits,” “Grounds,” or
“Conduits & Grounds” for both.
1. For substations containing only one building, Installation would be the name of
the building, for example “Control Building.”
2. For substations containing more than one building, Installation would be the
voltage class of the building, followed by the name of the building, to identify
one building from another. For example, “115kV Control Building” or “230kV
MPAC .”
11. Scale Factor – This is where you set your page scale. Common values:
Once all these are properly filled out, clicking OK will open the new drawing page.
Alternatively, users can right click on the project name in “Project Manager” to
create new drawings at any time.
D. Copying a project
To copy a project, in “Project Manager”, right click on the project name to be copied
“Copy”; a “Copy Project” dialog box appears:
Line2: Lets the user define a new location for this project. For the most part, this location
should be under “H:\SUBSTATION DATA\MY PROJECTS” folder since all active, ongoing
design projects will be in one folder.
The most important thing to do first is to select the destination for the project where you
want to copy the drawing(s) to. Fill in the rest of the fields as needed or leave “(Keep
Existing)”. If drawing description needs to be changed, click on the “Description” button and
key in all drawing info/description. Click “OK” when done.
For the “Page Options” field, “Maintain Device ID” should be checked and the pull down
menu should have “Tag Only” selected.
On the “Wire Number Options”, check “Maintain Wire Numbers” and select “Tag Only”.
Also check “Maintain Wire Link IDs” and also select “Tag Only.”
Note: refer to Section XIV A to universally change Device ID and other data using the “Data
Manager” tools
To rename a drawing page (drawing number), from “Project Manager”, right click on the
drawing to be renamed “Rename”
Besides renaming a drawing page, note that “Drawing Set”, “Installation”, and “Location”
can be changed here as well. Key in a new drawing name (number) and click “OK”
Click on “Description”
To modify a drawing page, from “Project Manager”, right click on the drawing to be
modified,
All active fields can be modified here. Note: to modify inactive fields (Project:, Drawing Set:,
Installation:, Location:, Page Name:), use the “Rename” command.
Note: the use of the “Place title block in sheet mode” check box is no longer necessary.
Please do not check this box under any circumstances. Failure to do so may result in losing
work.
H. Running reports
Reports (B/M) can be run in Project Manager; however, a drawing page must be opened.
See section XVIII for more detailed on running report commands and features.
I. Viewing BM Explorer
From the Project Manager, you can view a list of all of the items that have been assigned
Part Numbers by clicking on the “BOM Explorer” tab on the bottom of the Project Manager.
Here, you can edit the quantities of parts, and also remove part #s (do this with caution!)
A. General Method
Since Bentley Substation carries full Microstation features, modification of raster and vector
files will be handled similarly to how Microstation handles them.
After vector files are copied to a Bentley Substation drawing by ‘referencing’ and ‘Merge to
Master’ commands, users can still use familiar drawing tools to modify vector contents just
like in Microstation. New intelligent symbols can be combined with non-intelligent (vector)
graphics.
In “Project Manager”, open a drawing that user wishes to bring existing vector content into
(it’s important to ensure that the Bentley Substation file’s scale is compatible with the
vector drawing scale). Run the ‘Reference’ command ‘Attach’, and then navigate to the
“Reference” folder containing the existing vector file the file to be attached and click
“Open.”
Once the vector file has been referenced in, use clip reference to exclude unwanted data
(such as drawing numbers in the border, revision block info, extraneous data outside the
format, etc.). Then, merge the vector drawing into the Bentley Substation drawing.
Note: if the vector file to be referenced and merged to the Bentley Substation drawing
contains a raster file, that raster file will be referenced into the Bentley Substation drawing
as well. Click on the “Raster Manager” command to verify.
The example below shows the raster file listed in the Raster Manager. Basic raster file
manipulations such as move, scale, copy, rotate…can be done using Descartes tools.
Important: to avoid the raster file being detached when opening the file next time, the
raster file’s path needs to be validated as follows: in the “Raster Manager” dialog box,
right click on the raster file “File Name…,” click on the magnifying glass and browse to
the correct location of the raster file, then click “Ok”
Bentley Substation will not recognize connections between intelligent symbols and non-
intelligent graphic (raster/vector). As a result, multiple “Engineering Design Consideration”
messages may appear which can be ignored.
For arrangement drawings, insert substation objects in the Master Electrical Layout model,
then create saved views as required by the existing raster/vector graphics, and finally
referencing these views to the main drawing containing raster/vector graphics. Refer to
Section VI for more details.
V. Inserting 2D Symbols
Users can browse the part tree (left column) to select appropriate symbols or key in symbol
name under the field “Name:.” Note that the top right corner shows the most recently used
symbols and the lower right corner shows a preview of the symbol.
To ‘Rotate’, ‘Scale’, or ‘Mirror’ symbols before placing them, click on “Symbol Settings”
button. Change settings as needed.
Click “Place Symbol” button to place symbols on the drawing. Once placed down, the
Device Properties dialog box will appear:
“Installation”, “Location”, and “Device Tag” can be assigned here along with “Family” if
applicable. Under the “Options” box, check the box “Suppress Device ID” if the user does
not want to display “Device Tag” on the drawing. Depending on the type of symbols placed,
additional dialog boxes may appear.
Note that once symbols have been placed, user can ‘Rotate’, ‘Scale’, or ‘Mirror’ them by
using regular Microstation or “Symbol Settings” commands .
Symbol Text can be moved by right click “Text Position” or modified by right click
“Symbol Text…”
Note that a PG&E Code may be associated with more than one symbol. If this is the case,
user needs to select an appropriate symbol under “Select Symbol:”
From the main task “Design” “Insert Symbol by Device ID” (or shortcut E5)
Filtering by “Installation” and “Location”, the “Device ID(s)” window displays all devices that
had been placed in the project. Note that this method only works when a device carries a
family and the family has been selected when previously placed.
Clicking on a Device Tag displays all symbols available to be placed. Note that the X in front
of the symbol indicates the symbol has been placed and no longer available for placement.
Hint: hold down the Ctrl key to select and place multiple symbols at a time.
To place a Macro, from the main task “Design” “Insert Macro” (or shortcut E2)
Several Macro settings can be done here. Be sure the checkbox “Maintain Device IDs as
created when inserting Macro” is checked. Depending on the type of Macro, additional
dialog boxes may appear to prompt the user to enter symbol text, current rating, and etc…
With existing substation facilities, the Electrical 3D Layout models will initially contain only new
portions of the ongoing project. Existing equipment will not be modeled and/or added to this
model unless there is value added by doing so. Eventually when all equipment in the facility has
been replaced, the Electrical 3D Layout models will be complete.
Here is the work flow and how the Electrical 3D Layout Models are utilized:
Reference, Sec.
Saved Views, Electrical
Plan View Plan View Plan View Callout
Master 3D Sec. Callout
and Callouts. (saved view – (saved view – Sec.
Layout (one (saved view –
Turn off hook sheet model) sheet model) Callout
for the entire sheet model) Sec. Callout
points and start for G.A.O for Callouts Sec.
station) for Callouts
rendering Callout
Nested
References, General Sections & Details Elevations
Dimensions, Arrangement
Annotations Outdoors/Elevations (Construction Mode) (Construction Mode)
(Construction Mode)
LEGEND
-3D Model
-Sheet model within the 3D
model (Saved views and
Callouts) Arrangement of Arrangement of Arrangement of
-Construction Mode Conduits - Outdoors Grounds - Outdoors Foundations - Civil
(DWG to be issued) (Construction Mode) (Construction Mode) (Construction Mode)
All Electrical 3D Layout models will NOT be issued to construction; therefore, they will not have
title blocks.
The Electrical 3D Layout model will need to be created only once. If the project already has the
Electrical Master Layout model user can skip to Section VII and insert necessary symbols as
required by the project.
A. Naming Convention for Electrical 3D Model, Saved Views, and Callouts Based on
3.
Bus Configurations
As 3D design continues to grow in our substations, it is imperative to following the following
guidelines based on the bus configuration of the project being worked on.
Generally, user must follow either design standards or design guidelines to determine the
number of Sections or Elevations for each particular bus configuration. These Sections and/or
Elevations are made up by Callouts; these Sections and/or Elevations are named with letters
e.g. Section AA or Elevation B etc. These letters are not repeatable within the entire project.
Numbers are generally assigned to details e.g. Detail 1, Detail 2, etc…these numbers are not
repeatable within the project.
Below are how to breaker down and name 3D models and Saved Views. Note that the
underlined parts are similar between various related names.
Section D Section E
Single Bus
Section D Section E
Main Bus
Double Bus, Single Breaker and Double Bus Double Breaker are similar where each
section is required to have its own 3D models; and the sectionalizing breaker belongs to
the previous model.
Ring Bus
Bus 1
Bus 2
Breaker-and-a-Half
Electrical 3D Layout
115kV Ring Bus
Electrical 3D Layout
Transf. 1
Electrical 3D Layout
12kV Section D
The “New Page” dialog box will open, similar to the one shown below:
1. Project – ensure you are creating the drawing in the proper project
2. Drawing Set – type in a Drawing Set, or choose an existing one from the drop-down list
(see Section III.C.5.i for proper naming convention)
3. Installation – type in an Installation, or choose an existing one from the drop-down list
(see Section III.C.5.iii for proper naming convention)
4. Location - type in a Location, or choose an existing one from the drop-down list (see
Section III.C.4 for proper naming convention)
5. Page Name – type in a name for the Electrical 3D Layout Model (see Section VI.A for
proper naming convention)
7. Title Block – clear this field by highlighting and pressing delete or backspace (3D models
do not use a title block)
8. Place title block in sheet mode – ensure this box is NOT checked for 3D Layout models
10. Page Macro - clear this field by highlighting and pressing delete or backspace (3D Layout
models do not use page macros)
11. Scale Factor – the scale factor for ALL 3D Layout models is 1
13. Page Descriptions – you may choose to enter all of the page descriptions at this time, or
come back and do it later
Leave all other settings as shown and click “OK”. A new blank page will be created, in which
the user can now insert 3D symbols for their project.
To help defining location to insert new 3D symbols, reference the Civil Master Layout Model
and locate the new 3D symbols location based on established PRP (X,Y coordinate.)
Hint: for existing substations, users may want to reference the existing general arrangement
OD or Ultimate General Arrangement OD in temporarily to locate areas for new 3D symbols.
Once the areas for new 3D symbols have been located, users can detach the reference.
If components needed for the project are available in the Master Catalog 3D catalog, follow
Section VII to insert 3D objects. If components are not available, submit symbol requests.
When designing a whole or portion of the Electrical 3D Layout Drawing from existing Design
Standard(s), follow Section III.D to copy the Design Standard(s) to the project.
Once the Electrical 3D Layout models have been completed, follow Section VI.C and VI.D to
create various sheets to be referenced into construction drawings
Once the entire substation is built up using this method, follow sections C and D below to
create sheet models for referencing onto construction drawings (General Arrangement
Outdoors, Ultimate Arrangement Outdoors, etc.).
Callouts), which will be used to generate Section Callouts for referencing into Construction
Drawings.
**Note: BEFORE you begin to create your Saved Views, it is important that you do two
things in your Electrical 3D Layout Models:
1. Toggle off hook points by going under the “3D Layout Design tab and clicking “Toggle
Hook Point Visibility” button (Shortcut A + 9).
If you DO NOT perform this step BEFORE you create your section views, your hook
points will be visible in your final construction drawings and the only way to get rid of
them is to create your saved views and construction drawings all over again!!!
2. Be sure your Annotation Scale is activated on your main tool bar. Click on the “A”
button so that it becomes active (pressed) and that your annotation scale is set to “Full
Size 1=1”. This will ensure that your section callout labels come in at the correct
scaling. Failure to do so will result in your section callout labels showing up extremely
small or large in comparison to you drawing. (If your Annotation Scale is currently not
shown, you can activate it by clicking on “Settings” in the main toolbar. Scroll down
and select “Design File”. You can now drag and dock the “Annotation Scale” toolbar
onto your main toolbar.)
Once you have completed these two steps, you are now ready to create your Saved Views.
In this example, we will be creating a Plan View of our project. Begin by opening the
Electrical 3D Layout model and rotating to the top view. When creating a Saved View,
whatever you see on your screen will be exactly what appears in your saved view. To
achieve the desired view, generally a “Fit View” works best, or in some instances you may
choose to zoom in on a certain area. Once you have achieved the desired view on your
screen, click on the Saved Views icon in the main toolbar. Alternatively, you can go to
the main toolbar at the top and click on “Utilities”. Scroll down and select “Saved Views”.
Click on the “Create Saved View” button in the toolbar (hands icon) and the “Create Saved
View” dialog box opens up. Rename your saved view as desired (i.e. Plan View without
Callouts) and be sure the “Create Drawing” checkbox is checked. Leave all other options as
shown below.
Perform a data point in your drawing and your new saved view will be created. The “Create
Drawing” dialog box shown below will open.
1. Create Sheet Model – make sure to place a check in this check box
2. Seed Model – be sure “ModelSeed.dgn.2D Sheet” is selected from the drop-down list
3. Annotation and Detail Scale – make sure both the Annotation and Detail Scales are set to
“Full Size 1=1”
Leave all other options as shown and click “OK”. The sheet model you just created should
now open up.
**Note: In the bottom left corner you will see a drop-down menu box. This will come in
handy to help you figure out which sheet model you are working on and also allow you
to switch between different models.
You have successfully created a sheet model for you Saved View (i.e. Plan View with
Callouts). This Plan View sheet model will now be used to reference into your Construction
Drawing (i.e. General Arrangement Outdoors).
1. Open the “Models” menu by clicking on the “Models” icon ( ) in your Main Task
Bar. Alternatively, you can go to the main toolbar at the top and click on “File”. Scroll
down and select “Models”.
This will bring up the Models dialog box from which you can double-click the desired
sheet model (i.e. Plan View with Callouts) to open it.
2. Use the drop-down menu box, located in the lower left corner to select the desired
Saved View (i.e. Plan View with Callouts View).
Once you have the desired sheet model that you wish to create Section Callouts in (i.e. Plan
View with Callouts), go to your Main Task bar and expand the “Drawing Composition” tab.
Select the “Annotate” tab and choose the “Place Section Callout” button (shortcut T +
1).
If you have done this correctly, you will notice that your cursor has changed from crosshairs
to an “X”. A basic Section Callout can be created in 3 easy steps by following the command
prompt in the lower left corner:
1. “Define start point for callout” - perform a data point (left-click) where you want your
section callout line to start
2. “Define end point or <Ctrl> to define a step” - drag your mouse in the direction that you
wish to draw the section callout line and perform a second data point (left-click) where
you want your section callout line to end. As a general rule of thumb, it is best practice
to draw your section callouts either from left-to-right or bottom-to-top!!!
**NOTE: CREATING A STEP SECTION CALLOUT WILL BE COVERED IN THE NEXT SECTION.
3. “Define direction and depth of callout” – drag your mouse in the direction that you wish
to define the depth of the callout (what you want to see) and perform another data point
(left-click)
1. Name – refer to Section VI.A for proper naming convention of section callouts (i.e.
Section A-A)
3. Create Sheet Model – make sure to place a check in this check box
4. Annotation and Detail Scale - make sure both the Annotation and Detail Scales are set to
“Full Size 1=1”
Leave all other options as shown and click “OK”. The section callout you just created should
now open up.
“Annotate”, select the “Place Section Callout” button (shortcut T + 1). When the
“Place Section Callout” dialog box appears, make sure to set all options as instructed in the
previous section.
Once again, if you have done this correctly, you will notice that your cursor has changed
from crosshairs to an “X”. A “step” Section Callout can be created by following the steps in
the command prompt in the lower left corner:
1. “Define start point for callout” - perform a data point (left-click) where you want your
section callout line to start
2. “Define end point or <Ctrl> to define a step” – while holding down the CRTL (control) key
on your keyboard, drag your mouse in the direction that you wish to continue drawing
the section callout line in. While still holding the CRTL (control) key down, perform a
data point (left-click) where you would like your “step” to begin. Continue holding down
the CRTL (control) key, dragging your mouse, and performing data points (left-clicks) to
define additional “steps” as desired. When you are ready to place the last point of your
“step” callout, release the Control key, and perform a data point (left-click).
3. “Define direction and depth of callout” – drag your mouse in the direction that you wish
to define the depth of the “step” callout (what you want to see) and perform the last and
final data point (left-click).
In the example below, a “step” callout was created, which consisted of 7 (seven) data points
(shown numbered), to show a callout without the switch. Step 1 was placed while
performing a standard data point, Steps 2 thru 5 were placed while holding down the CTRL
(control) key, and Steps 6 and 7 were standard data points.
1. Navigate back to the sheet model of your Saved View (i.e. Plan View with Callouts),
where your section callouts were originally created. You can do this either by using the
drop-down menu in the lower left corner, or by clicking on the “Model” button (blue
square with white cube icon) in your main toolbar and selecting the desired Saved View.
With your Saved View open, use your basic “Element Selection” tool and left click on the
section callout label you wish to modify. A dashed box with a green arrow and four (4)
blue handles will appear, which denotes the boundaries of the section callout.
**Note: If the blue handles do not appear when selecting the section callout label,
make sure the “Disable Handles” toggle button (blue square with a red circle around it
with a line going through it) is unselected (not highlighted) in the Element Selection
dialog box.
To reposition the section callout label, simply press and hold down the left mouse
button on the green arrow and drag it to the new, desired location. By releasing the left
mouse button, your section callout label will now be repositioned. The user can also
adjust the boundaries of the section callout simply by left-clicking on a blue handle,
moving it to its desired location, and left-clicking again to place.
2. Navigate to the Electrical 3D Layout model (usually called Default). Using your “Element
Selection” tool, left-click on the desired section callout marker ( ) that you wish to
modify. A dashed box with a green arrow and four (4) blue handles will appear, which
denotes the boundaries of the chosen section callout.
**Note: If the blue handles do not appear when selecting the section callout label,
make sure the “Disable Handles” toggle button (blue square with a red circle around it
with a line going through it) is unselected (not highlighted) in the Element Selection
dialog box.
To reposition the section callout label, simply press and hold down the left mouse button on
the green arrow and drag it to the new, desired location. By releasing the left mouse
button, your section callout label will now be repositioned. The user can also adjust the
boundaries of the section callout simply by left-clicking on a blue handle, moving it to its
desired location, and left-clicking again to place.
Once your desired views are set, you can now go back to that section view to see the
changes you have made, either by using the drop-down menu in the lower left corner or
going to the Model menu and opening the appropriate section view.
If the user wants to create more section callouts, go back to the sheet model for your Saved
View and repeat the steps outlined in Section VI.D.
**Note: After creating a section callout, you may notice that your drawing(s) and
master model have an “eye” showing for each section callout that was created, similar
to the one shown below.
If you would like to turn off the visibility of this “eye”, since it can clutter your drawing
and view, you can do so under the “View Attributes” tab. In the Main Toolbar, click on
“Settings” and select “View Attributes”. When the “View Attributes” dialog box
opens, expand the “Presentation” tab. Click the drop-down arrow next to “Markers”
and the box shown below opens.
Uncheck the checkbox next to “Section Callouts” and close the “View Attributes” tab.
You will now see that the “eye” is no longer visible in your drawing. You MUST change
this setting for each drawing that you would like this attribute to affect!!!
The “Insert Symbol Macro” dialog box will appear as shown below.
When placing 3D symbols, choose the “Symbol By Part Number” tab. The majority of 3D
objects require PG&E Material Codes assigned before placing them in the drawing. This is to
maintain and keep track of parts used to create Bill of Materials. There are several ways to
search for parts:
1. Part Type – There are three types of 3D symbols – Single, Variable and Repeating. (The
majority of 3D symbols are type Single, these include items like Circuit Breakers,
Transformers, switches and connectors. Variable types of 3D symbols include cables,
angle bus and tubular bus. Repeating types of 3D symbols include Unistrut with slots
and fence sections.)
2. Part Tree – This will be affected by which Part Type is selected above. The folders are
labeled by type of equipment with sub-folders organized according to voltage class.
Simply click on the folder of the piece of equipment that is needed for placement. To
the right of this area, in the center of the window, it will be populated with the parts
that are contained in the folder selected.
3. Filters – As mentioned above this list is generated based on what is selected in the “Part
Type” and “Part Tree” fields. By selecting the folder “All Parts” in the “part Tree”, all of
the available parts will be listed in the center of the window and from here user can
enter the part number in the “Filter Part Number” field to access the desired part.
4. Select Symbol – This area will list the available symbols depending on the Part No.
selected in the “Filter part number” list above. Some parts have more than one symbol
associated with them. See example below. For example, part 34-2325 is a 12KV circuit
breaker and it has two options in the “Select Symbol” list. One symbol shows the
junction box on the left side and one symbol shows the junction box on the right side.
User will need to select the desired symbol from this list.
5. Recently Used – This list is populated based on the parts the user has recently placed.
The user can simply select the item from this list and place as needed.
Basic symbol settings can be done by selecting a symbol and clicking on the “Symbol
Settings” button (near the bottom of the dialog box).
Here the user can adjust the Rotate, Scale, and Mirror symbol settings in this window.
Note: Changes made here will affect all future symbols being placed. To return the Symbol
Settings back to the default settings, the user must re-select “Insert Substation Object”
and click on the “Symbol Settings” button and reset options as required. Once completed,
click “Place Symbol”, the “Substation Object Settings” dialog box appears.
Note on symbol scaling: With a few exceptions, all symbols were created with 1:1 scale. This
means user will need to scale symbol based on the drawing scale he/she currently working
on.
If an object required for the project has not yet been assigned a PG&E code, user will need
to submit an official symbol request using the Symbol Request Database.
Note: clicking on the red push pin located at the top right corner of the window of the “Insert
Symbol/Macro” dialog box toggles this dialog box from displaying again after user had
placed a symbol.
To insert a 3D rigid bus conductor, go to main Task “3D Layout Design” “Insert
Once the “Insert Cable/Bus” dialog box opens up, navigate to the “BUS TUBING” subfolder
(located in the “CONDUCTORS” main folder) in the Part Tree.
Choose the desired rigid bus conductor to be inserted and select “Insert”. This will take you
back to your drawing and you will notice your cursor has changed into an “X”. In the lower
left-hand corner, you will see that you are prompted to “Enter a data point”. Start by
performing a data point (left-click) on where you want your bus conductor to begin. Drag
you mouse and perform a second data point (left-click) on where you want your bus
conductor to end.
Click “OK” and your bus conductor will now appear on your drawing.
2. Placing a Rigid Bus Conductor Using the “Height Change, Rigid Bus-Bars” Algorithm
**Note: This set of instructions outlines how to place rigid bus conductors that require a
change in elevation.
Navigate to the “Insert Cable/Bus” dialog box and choose the desired bus tubing to be
placed down by selecting “Insert”, as described in Part 1. This will take you back to your
drawing and you will notice your cursor has changed into an “X”. In the lower left-hand
corner, you will see that you are prompted to “Enter a data point”. Start by performing a
data point (left-click) on where you want your bus conductor to begin.
**NOTE: When dealing with a height change, ALWAYS start by placing your first data
point (left-click) on the LOWER SIDE.
Drag you mouse and perform a second data point (left-click) on the higher end where you
want your bus conductor to end. In the example shown below, it may be hard to see, but
the structure on the far right is lower than the other two. So in this example, the bus
conductor will be drawn from right to left (low to high).
1. Installation – type in an Installation, or choose an existing one from the drop-down list
2. Location - type in a Location, or choose an existing one from the drop-down list (see
3. Suppress ID – place a check in this checkbox to hide the Device ID on your 3D model
4. Sag algorithm – select “Height change, rigid bus-bars” from the drop-down list
5. Distance – enter the distance from the starting point of the rigid bus conductor to extend
out before the height change begins (values are in FEET). In this example, a value of 5
feet was used.
6. Angle - enter the angle at which the rigid bus conductor is to “elevate” to accommodate
the height change (values are in DEGREES). In this example, a value of 45 degrees was
used.
Leave all other settings as shown and click “OK”. The bus conductor will now be constructed
based upon the parameters that you entered.
**NOTE: If the bus conductor doesn’t get drawn as desired, simply delete the bus
conductor, and follow the process again to place down a new one. You may choose to
enter different parameters at this time. Unfortunately, there is no way to “modify” the
parameters once the bus conductor has been placed down.
To insert a 3D cable using the Catenary Sag algorithm, go to main Task “3D Layout
Once the “Insert Cable/Bus” dialog box opens up, navigate to the “CABLE” subfolder
(located in the “CONDUCTORS” main folder) in the Part Tree.
Choose the desired cable to be inserted and select “Insert”. This will take you back to your
drawing and you will notice your cursor has changed into an “X”. In the lower left-hand
corner, you will see that you are prompted to “Enter a data point”. Start by performing a
data point (left-click) on where you want your cable to begin. Drag you mouse and perform
a second data point (left-click) on where you want your cable to end.
1. Installation – type in an Installation, or choose an existing one from the drop-down list
2. Location - type in a Location, or choose an existing one from the drop-down list (see
3. Suppress ID – place a check in this checkbox to hide the Device ID on your 3D model
5. Sag – how much the cable will sag from the highest point to the lowest point (values are
obtained from T-Line and measured in FEET)
6. Bend Radius – the specific amount the cable can bend before internal or external damage
may occur (can obtain value from searching the internet and are measured in FEET)
7. Offset - the distance from the starting and ending points that the spline sag will occur
(values are in FEET)
Once the user has entered values for all of the parameters listed above, click the “OK”
button and the cable will be constructed based upon the parameters that were entered.
**NOTE: If the cable doesn’t get drawn as desired, simply delete the cable, and follow the
process again to place down a new one. You may choose to enter different parameters at
this time or you can try drawing the cable starting at the other end point. Unfortunately,
there is no way to “modify” the parameters once the cable has already been placed down.
To insert a 3D cable using the Spline Sag algorithm, go to main Task “3D Layout Design”
Once the “Insert Cable/Bus” dialog box opens up, navigate to the “CABLE” subfolder
(located in the “CONDUCTORS” main folder) in the Part Tree.
Choose the desired cable to be inserted and select “Insert”. This will take you back to your
drawing and you will notice your cursor has changed into an “X”. In the lower left-hand
corner, you will see that you are prompted to “Enter a data point”. Start by performing a
data point (left-click) on where you want your cable to begin. Drag you mouse and perform
a second data point (left-click) on where you want your cable to end. In the example below,
a jumper is being constructed from connector-to-connector.
1. Installation – type in an Installation, or choose an existing one from the drop-down list
2. Location - type in a Location, or choose an existing one from the drop-down list (see
3. Suppress ID – place a check in this checkbox to hide the Device ID on your 3D model
5. Offset - the distance from the starting and ending points that the spline sag will occur
(values are in FEET)
Once the user has entered values for all of the parameters listed above, click the “OK”
button and the cable will be constructed based upon the parameters that were entered.
**NOTE: If the cable doesn’t get drawn as desired, simply delete the cable, and follow the
process again to place down a new one. You may choose to enter different parameters at
this time or you can try drawing the cable starting at the other end point. Unfortunately,
there is no way to “modify” the parameters once the cable has already been placed down.
Click on the “Insert Substation Objects” command and select the connector to be
placed down by highlighting the part and selecting “Place Symbol”. The following dialog box
should appear.
Under the “Placement Options” area, choose Cable from the “Method” drop down menu,
and click “OK”.
The drawing page will open back up and the user will need to zoom in on the cable or bus
(close enough to where you can see the centerline of the cable or bus in Wireframe mode)
that the connector is to be “snapped”. Move the cursor anywhere along the cable so that it
is pointing at and highlighting the center line of that section of cable.
Place your cursor on the centerline of the cable or bus and the connector will appear. Move
your cursor along the centerline of the cable or bus and the connector will appear to slide
along it. Once you have the connector in the desired position, perform a data point (left-
click) and the connector will be placed down and “snapped” to the cable.
**Note: Once the connector is placed on the cable, the user can still reposition the
connector along the cable if necessary. Selecting the basic ‘Move’ command will bring up
the following dialog box:
Choose Cable under the drop-down menu in the “Method” field and perform a data point
(left click) anywhere on the connector. By performing another data point anywhere on the
cable, a second connector should appear and the centerline of the cable will be highlighted.
User can now slide the second connector along the cable. Once the second connector is
placed as desired, perform another data point. The first connector should now disappear
and the second connector will now be placed at its new location. Perform a right click to
exit the “Move” command.
If existing drawings contain vector/raster data, refer to Section IV to copy vector data
and/or reference raster images into your drawing.
If your project currently resides in ProjectWise, you can create a new page through
ProjectWise Explorer by right-clicking on the Bentley Substation project and
selecting “Create Electrical Page”. In the example below, “Test Project” is the name
of the substation.
If your project currently resides in ProjectWise, you can create a new page through
Project Manager (ProjectWise tab). Start by opening Project Manager and navigating
to the “ProjectWise” tab as shown. Highlight your Bentley Substation project,
perform a right-click, and select “New Page”. In the example below, “Test Project” is
the name of the substation.
If your project DOES NOT currently reside in ProjectWise and is located in the H:Drive
under “My Projects”, you can create a new page through Project Manager (Folders
tab). Start by opening Project Manager and navigating to the “Folders” tab as shown.
Highlight your Bentley Substation project, perform a right-click, and select “New
Page”. In the example below, “Test Project” is the name of the substation.
Regardless of whichever of the three (3) methods you chose, the “New Page” dialog box will
appear.
1. Project – ensure you are creating the drawing in the proper project
2. Drawing Set – type in a Drawing Set, or choose an existing one from the drop-down list
3. Installation – type in an Installation, or choose an existing one from the drop-down list
4. Location - type in a Location, or choose an existing one from the drop-down list (see
5. Page Name – type in a name (drawing number) for the construction mode drawing that
you are creating (i.e. 1234567 is used in this example)
7. Title Block – select the appropriate title block from the drop-down menu for your
drawing (i.e. in this example, we will create a 4-size drawing, so “ETECT4S_TB” was
chosen)
8. Place title block in sheet mode – ensure this box is NOT checked for construction
drawings
9. Page Format – select the appropriate Page Format from the drop-down menu for your
drawing (i.e. in this example, we will create a 4-size drawing, so “ETECT4S” was chosen)
10. Page Macro - clear this field by highlighting and pressing delete or backspace
(Construction Mode drawings do not use page macros)
11. Scale Factor – type in the desired scale factor for the drawing you will be creating (i.e. in
this example, a scale factor of 48 is chosen)
13. Page Descriptions – you may choose to enter all of the page descriptions at this time, or
come back and do it later
Leave all other settings as shown and click “OK”. The new drawing page will be created and
will appear under the project.
Click on the “Attach Reference” icon and the ProjectWise “Attach Reference” dialog box will
appear.
a) If you are referencing a Plan View from a drawing that is currently in ProjectWise
1. Folder – navigate to the Bentley Substation project in ProjectWise where the drawing
you are going to reference in is located
5. Add – this button is pressed after the drawing in Step #2 is selected (if the drawing
was already double-clicked and appears in the “Selected Documents” field, this button
will be greyed out as shown)
6. Selected Documents – this will display the drawing to be referenced once it is selected
Once all of the above has been completed, leave all other settings as shown, click “OK”,
and the “Reference Attachment Settings” dialog box will open.
1. Model – select the desired Plan View from the drop-down menu to be referenced in
2. Orientation – click the “+” sign next to “Standard Views” to expand the options and
and select “Top” (by doing this, the reference will come attached to your cursor for
you to place, rather than having it place down the reference “out in space”)
3. Detail Scale – select “Full Size 1=1” from the drop-down menu
**Note: The reason why the Depth of the Live Nesting changed is because we are
creating a new page, which references a sheet model that already contains a reference.
Since this is considered to be a 2nd level of nesting (referencing), we need to account for
that by changing the value in the “Depth” field to “2” in order to maintain the
intelligence of all the references.
Once all of the above has been completed, leave all other settings as shown and click
“OK”. This will take you back to your drawing and you will see your reference, outlined
by a “dotted box”, attached to your cursor as shown below.
Perform a data point (left-click) and your Plan View sheet model will now appear and be
referenced in. You can now use your basic Reference commands to position the
reference in the drawing page as desired.
In this example, the new page was created with a Scale Factor of 48, so the annotation
scale will need to be set to ¼” = 1’. To do this, navigate to the Drawing Scale, which is
located in the main toolbar and be sure the Annotation button is enabled (pushed
in). Also be sure that you are working in “Feet” and “Inches” and select the correct
annotation scale from the drop-down menu that matches the Scale Factor of your page.
**Note: If the Drawing Scale toolbar is not already docked, go to the main toolbar and
click on “Settings”. Select “Drawing Scale” and the Drawing Scale toolbar will appear.
You can now drag the toolbar and dock it to your main toolbar as you wish.
b) If you are referencing a Plan View from a drawing that resides in My Project in the
H:Drive
When the ProjectWise “Attach Reference” dialog box appears, click “Cancel”.
The Windows “Attach Reference” dialog box will now appear, similar to the one shown
below.
1. Look in – navigate to the My Projects folder located in the H:Drive and select the
project you wish to reference from (i.e. TEST PROJECT SUBSTATION is used in this
example)
Once all the above has been completed, click “Open” and the “Reference Attachment
Settings” dialog box will open.
1. Model – select the desired Plan View from the drop-down menu to be referenced in
2. Orientation – click the “+” sign next to “Standard Views” to expand the options and
and select “Top” (by doing this, the reference will come attached to your cursor for
you to place, rather than having it place down the reference “out in space”)
3. Detail Scale – select “Full Size 1=1” from the drop-down menu
**Note: The reason why the Depth of the Live Nesting changed is because we are
creating a new page, which references a sheet model that already contains a reference.
Since this is considered to be a 2nd level of nesting (referencing), we need to account for
that by changing the value in the “Depth” field to “2” in order to maintain the
intelligence of all the references.
Once all of the above has been completed, leave all other settings as shown and click
“OK”. This will take you back to your drawing and you will see your reference, outlined
by a “dotted box”, attached to your cursor as shown below.
Perform a data point (left-click) and your Plan View sheet model will now appear and be
referenced in. You can now use your basic Reference commands to position the
reference in the drawing page as desired.
In this example, the new page was created with a Scale Factor of 48, so the annotation
scale will need to be set to ¼” = 1’. To do this, navigate to the Drawing Scale, which is
located in the main toolbar and be sure the Annotation button is enabled (pushed
in). Also be sure that you are working in “Feet” and “Inches” and select the correct
annotation scale from the drop-down menu that matches the Scale Factor of your page.
**Note: If the Drawing Scale toolbar is not already docked, go to the main toolbar and
click on “Settings”. Select “Drawing Scale” and the Drawing Scale toolbar will appear.
You can now drag the toolbar and dock it to your main toolbar as you wish.
Let’s assume a new switching structure was added to the design that is located below the
bottom dead-end structure. Because the viewable area of the Plan View is “restricted”
to the pink box, we will need to modify this to make it bigger in order to capture the new
switching structure. To do this:
a) Go to your Electrical 3D Layout Model and open the saved view that you wish to
modify (i.e. “Plan View without Callouts is the saved view being modified in this
example).
b) Open the Reference menu and be sure to highlight the reference as shown
below.
Once you highlight your reference, you will notice that your reference will be outlined
by a pink box in your drawing.
c) Using your basic Element Selection tool , perform a data point (left-click)
anywhere on the pink box in your drawing, and you should see 4 blue “handles”
(boxes) appear at each corner of the pink box as shown below.
**Note: If the blue “handles” do not appear, try double-checking your Element
Selection tool dialog box settings to make sure that it matches those shown below.
Be sure #1 and #2 are selected, and #3 should be disabled (not pushed in).
d) Left-click and hold down the left mouse button on any of the blue handles. Drag your
mouse in the direction that you wish to expand/compress your view. You will see a
white dotted box showing you pink box as it get resized as shown below.
Once you have the desired view shown, release the left mouse button and your view
will be set. In this example, the pink box was expanded downward to reveal and show
the switching structure.
If you already have the saved view of your Plan View referenced into a construction
drawing, you can now navigate back to that drawing and see that the viewable area has
been updated!!
**Note: After updating your saved view, you may need to reposition the reference in
the construction drawing that it was referenced into, so it fits within the page border.
In this example, here is a screenshot of the construction drawing before the update:
And here is a screenshot of the construction drawing after the viewable area was
modified and updated.
If your project currently resides in ProjectWise, you can create a new page through
ProjectWise Explorer by right-clicking on the Bentley Substation project and
selecting “Create Electrical Page”. In the example below, “Test Project” is the name
of the substation.
If your project currently resides in ProjectWise, you can create a new page through
Project Manager (ProjectWise tab). Start by opening Project Manager and navigating
to the “ProjectWise” tab as shown. Highlight your Bentley Substation project,
perform a right-click, and select “New Page”. In the example below, “Test Project” is
the name of the substation.
If your project DOES NOT currently reside in ProjectWise and is located in the H:Drive under
“My Projects”, you can create a new page through Project Manager (Folders tab). Start by
opening Project Manager and navigating to the “Folders” tab as shown. Highlight your
Bentley Substation project, perform a right-click, and select “New Page”. In the example
below, “Test Project” is the name of the substation.
Regardless of whichever of the three (3) methods you chose, the “New Page” dialog box will
appear.
1. Project – ensure you are creating the drawing in the proper project
2. Drawing Set – type in a Drawing Set, or choose an existing one from the drop-down list
3. Installation – type in an Installation, or choose an existing one from the drop-down list
4. Location - type in a Location, or choose an existing one from the drop-down list (see
5. Page Name – type in a name (drawing number) for the construction mode drawing that
you are creating (i.e. 1234567 is used in this example)
7. Title Block – select the appropriate title block from the drop-down menu for your
drawing (i.e. in this example, we will create a 4-size drawing, so “ETECT4S_TB” was chosen)
8. Place title block in sheet mode – ensure this box is NOT checked for construction
drawings
9. Page Format – select the appropriate Page Format from the drop-down menu for your
drawing (i.e. in this example, we will create a 4-size drawing, so “ETECT4S” was chosen)
10. Page Macro - clear this field by highlighting and pressing delete or backspace
(Construction Mode drawings do not use page macros)
11. Scale Factor – type in the desired scale factor for the drawing you will be creating (i.e. in
this example, a scale factor of 48 is chosen)
13. Page Descriptions – you may choose to enter all of the page descriptions at this time, or
come back and do it later
Leave all other settings as shown and click “OK”. The new drawing page will be created and
will appear under the project.
Click on the “Attach Reference” icon and the ProjectWise “Attach Reference” dialog box will
appear.
a) If you are referencing a Plan View from a drawing that is currently in ProjectWise
1. Folder – navigate to the Bentley Substation project in ProjectWise where the drawing
you are going to reference in is located
5. Add – this button is pressed after the drawing in Step #2 is selected (if the drawing
was already double-clicked and appears in the “Selected Documents” field, this button
will be greyed out as shown)
6. Selected Documents – this will display the drawing to be referenced once it is selected
Once all of the above has been completed, leave all other settings as shown, click “OK”,
and the “Reference Attachment Settings” dialog box will open.
1. Model – select the desired Section Callout or Detail Callout from the drop-down menu
to be referenced in (i.e. Section A-A was chosen in this example)
2. Orientation – click the “+” sign next to “Standard Views” to expand the options and
and select “Top” (by doing this, the reference will come attached to your cursor for
you to place, rather than having it place down the reference “out in space”)
3. Detail Scale – select “Full Size 1=1” from the drop-down menu
**Note: The reason why the Depth of the Live Nesting changed is because we are
creating a new page, which references a sheet model that already contains a reference.
Since this is considered to be a 2nd level of nesting (referencing), we need to account for
that by changing the value in the “Depth” field to “2” in order to maintain the
intelligence of all the references.
Once all of the above has been completed, leave all other settings as shown and click
“OK”. This will take you back to your drawing and you will see your reference, outlined
by a “dotted box”, attached to your cursor as shown below.
Perform a data point (left-click) and your Section Callout or Detail Callout will now appear
and be referenced in. You can now use your basic Reference commands to position the
reference in the drawing page as desired.
In this example, the new page was created with a Scale Factor of 48, so the annotation
scale will need to be set to ¼” = 1’. To do this, navigate to the Drawing Scale, which is
located in the main toolbar and be sure the Annotation button is enabled (pushed
in). Also be sure that you are working in “Feet” and “Inches” and select the correct
annotation scale from the drop-down menu that matches the Scale Factor of your page.
**Note: If the Drawing Scale toolbar is not already docked, go to the main toolbar and
click on “Settings”. Select “Drawing Scale” and the Drawing Scale toolbar will appear.
You can now drag the toolbar and dock it to your main toolbar as you wish.
clip out the Plan View or Section/Detail Callout bubble that is automatically
generated in order to replace with the “old” 2D cell version
clip out a portion of the Plan View or Section/Detail Callout in order to place into a
construction drawing that contains “old” raster and vector
All of the above, and more, are valid reasons to utilize the “Clip Volume” feature.
or Section/Detail Callout that you wish to modify. Click on the basic “Place Fence”
tool in your main task bar and the “Place Fence” dialog box will open.
2. Fence Mode – select “Void-Clip” from the drop-down menu (this will keep
everything enclosed within the fence, and clip everything outside of the fence)
Once the above settings have been set, place a fence around the equipment that you
would like to keep in your view! Everything that resides outside of this fence will be
clipped!!! In the example below, all of the equipment will be kept, with the Section
Callout bubble being clipped out.
Once you have your fence set, click on the Reference command in the main
toolbar, which will open up the “Reference” dialog box. Highlight the reference to be
modified, and click on the “Clip Volume” command in the Reference toolbar. In
the example below, “Section A-A” was chosen.
The “Set Reference Clip Boundary” dialog box will open. From the “Method” drop-down
menu, be sure to select “Active Fence”. Also make sure the “Discard Existing Clip
Masks” checkbox is unchecked and the “Use Reference Dialog List” checkbox is checked,
as shown below.
Perform a data point (left-click) in your drawing and your reference will now be shown
clipped!
2. Modifying/Deleting a Clipping
If you decide that you would like to modify or delete a clipping that you have performed,
there are two ways to accomplish this.
modified, and click on the “Delete Clip” command in the Reference toolbar. In
the example below, “Section A-A” was chosen.
Using your basic Element Selection tool , perform a data point (left-click)
anywhere on the pink box in your drawing, and you should see 4 blue “handles”
(boxes) appear at each corner of the pink box as shown below.
**Note: If the blue “handles” do not appear, try double-checking your Element
Selection tool dialog box settings to make sure that it matches those shown
below. Be sure #1 and #2 are selected, and #3 should be disabled (not pushed in).
Left-click and hold down the left mouse button on any of the blue handles. Drag your
mouse in the direction that you wish to expand/compress your view. You will see a
white dotted box showing you pink box as it get resized as shown below.
Once you have the desired view shown, release the left mouse button and your view
will be set. In this example, the pink box was expanded downward to reveal and
restore the Section Callout bubble.
reference that you wish to modify/delete. Click on the basic “Place Fence” tool
in your main task bar and the “Place Fence” dialog box will open.
2. Fence Mode – select “Void-Clip” from the drop-down menu (this will keep
everything enclosed within the fence, and clip everything outside of the fence)
Place a fence around the entire page, or if you know a specific direction that you
would like to unclip. In the example below, the entire page was fenced to undo the
entire clipping.
Once you have your fence set, click on the Reference command in the main
toolbar, which will open up the “Reference” dialog box. Highlight the reference to be
modified, and click on the “Clip Volume” command in the Reference toolbar. In
the example below, “Section A-A” was chosen.
The “Set Reference Clip Boundary” dialog box will open. From the “Method” drop-
down menu, be sure to select “Active Fence”. Also make sure to place a check in the
“Discard Existing Clip Masks” checkbox and the “Use Reference Dialog List” checkbox
is checked, as shown below.
Perform a data point (left-click) in your drawing and your reference will now be shown
unclipped! In the example below, you can now see that the Section Callout bubble that
was initially clipped is now restored.
To change the rendering of a Plan or Section View in your drawing, the user will need to go
back to the Electrical 3D Layout Model or Electrical Master 3D Layout model, since this is
where all of the Plan and Section Views have been created. Go to the Models menu
and open up the sheet model of the section to be rendered. In this example, we will be
rendering “Plan View without Callouts, which is shown below.
Open the Reference dialog box and highlight the reference to be rendered. Click on the “Set
Reference Presentation” button in the Reference toolbar (icon with white cube and
blue sheet of paper inside).
1. Synchronize View – perform this step first, select “Clip Only” from the drop-down
menu (**NOTE: If your view has been clipped, and you choose any other option
besides “Clip Only”, you will not only lose your clipping, but it will make it difficult
when you try to re-clip your view!!)
2. Use View Flags – be sure there is a check placed in the checkbox, this will enable all
of the grayed out options below it
**NOTE: If you don’t perform Step #1 above first, the other two settings will change
back to their default settings and you will have to set them again once Step #1 is
finally set.
Be sure all other settings are set as shown above and click “OK”. This will bring you back to
your drawing and your selected view will now be rendered in Hidden Line.
With your Reference dialog box still open, scroll through the column headings above the
drawing names, until you find the “Visible Edges” column.
**NOTE: If you do not see the “Visible Edges” column in your Reference dialog box,
right click on any column heading, and place a check next to “Visible Edges”, as shown
below.
The default setting is set to “Dynamic”. Left-click on “Dynamic” and the following dialog
shown below appears.
From the “Visible Edges” drop-down menu, select “Cached”. Click on the “cube” icon off to
the right. This will bring up the “Cached Visible Edges Settings” dialog box as shown below.
Under the “General” tab, select “Exact” from the “Method” drop-down menu. From the
Accuracty drop-down menu, select “Medium” and leave all other settings as shown above.
Click “OK” and this wil take you back to your section view. After a few moments of
processing, your section view will now be rendered in “True Hidden Line” mode.
To render any additional sheet models, simply navigate to the sheet model and repeat the
steps outlined above for that particular section view.
If any changes are made to the 3D models, the sheet models that have had their display set
to Cached Visible Edges will need to be updated to reflect the changes. To do this, navigate
to all sheet models affected – upon opening of the model, you will get a message notifying
that your display is out of date.
To update, open the references dialog box (you should see that the “Visible Edges” entry for
the reference is in red. With the reference selected, either click on the Reload Reference
icon, or right click on the reference and select “Reload Reference.”
Under “3D Layout” design task, run the command ‘Place Labels’ (shortcut E6). Under “Label
Options”, click on “Construction – ID”. Every device within the project is entitled to one
construction label, which could be bus size, rating, equipment type, or even item number…
Under “Device ID”, select appropriate field to place construction labels. Here are choices
and their purposes:
1. “Quantity For Project”: this option allows all device tags for the entire project
2. “Installation”: this option limits device tags within the pre-defined installation
3. “Location”: this option limits device tags within the pre-defined location
Key in text on the “Label Tag” field and click the “+” sign to place construction label on the
drawing.
Select the symbol from the list and click “Place Symbol”. Place symbol in drawing and the
Device Properties window will appear.
Click on the “Search…” button in the upper right portion of the window. The Select Part
Number window will appear.
Double click on the desired part from the list. It will be added to the “Selected Items:”
portion of the window. Click “OK”. The “Device Properties” window will appear.
The Part number the user selected will be listed in the “Part Number” portion of the
window. Click “OK”.
The symbol will be updated accordingly depending on the attributes that were set for the
part.
In this example, the Lens Color: attribute for this symbol was updated automatically with
the letter “R” to show a red LED lamp.
The benefit of this feature is the user is able to place a symbol, update selected attributes
for the symbol, assign a Part No. to the symbol and add that part number to the Bill of
Materials all within one procedure.
Note: This method can also be used when placing SCADA symbols to the SCADA Cabling Diagram.
B. Assigning Item part numbers and Nameplates to items located behind panels.
To assign balloon numbers to items or nameplates that are not visible on the front
of a switchrack, the user must place symbol RK_BM_NUMBERS and nameplates
directly below the rack in question on the Panel Layout drawing.
Since the above is a macro containing just lines and text, you can adjust the size of the box
and edit the text as needed for your particular panel layout drawing.
To actually add an item that is to be mounted on the back of the panel, perform the
following steps:
1. Ensure your grid is on and set to correct grid spacing (effectively, 1/8” spacing), as this
will help in lining up the items. The preferred scale factor for Panel Layout drawings is 4
(3” = 1’-0”), but existing drawings may be of different scale.
2. Insert the symbol “RK_BM_NUMBERS” from the Insert Symbol by Name command, and
insert this seemingly blank symbol onto a grid point:
3. Once placed, the Device Properties window will pop up. Specify a Device ID for this
piece of equipment (should match the Device ID of this item as represented on the
schematic diagram), then specify a part number by either clicking on Search, or
manually adding it by clicking on Add. Once a part number is specified, adjust the
quantity as needed, and give it a balloon number (balloon number = item number on
your specific Bill of Materials).
In this example, the auxiliary relay is to be mounted behind the panel, which has the
Device Tag of 262QL-R1, part number of 59-0229, quantity 2, and balloon number 1380.
4. The next window that pops up is the Symbol Text dialog box:
We will be using the symbol’s balloon number that was assigned in step 3 to display on
the drawing, but to show a comma to separate between different items, it must be
specified via Symbol Text. You may need to insert a few blank spaces before the comma
to have proper display.
Job Order Number may also be filled in now, or may be done in bulk via Data Manager
<insert link here>.
Click OK to finish.
5. To get the balloon number to display, right click on the red insertion point and click on
Balloon. If you don’t see the red insertion point, turn on Insertion Point Visibility):
Assuming you already assigned a balloon number in step 3, once you click on Balloon
from the right click context menu, your mouse will become a crosshair, and you will see
the Insert Balloon window. Leave this window as-is (Left to Right), then perform a data
(left) click right where the red insertion point arrow is, immediately followed by a
right click to place down the balloon number.
Whatever balloon number that was assigned in Step 3 now shows up. If the balloon
number changes, this text will change as well.
However, notice the comma is not being shown correctly, or may not be needed. To
adjust the position of the comma or to remove it, right click on the comma and click on
Symbol Text:
In this case, two spaces before the comma should do the trick. Again, you may fill out
the Job Order Number at this point, or wait to change them all via Data Manager.
If you do not need the comma (this is either the only item, or last item), simply uncheck
Visible for BM Item Numbers.
6. To insert subsequent items to be mounted behind the panel, repeat steps 2 thru 5,
placing the next item to the right of the previous, or on a new row.
As long as you correctly fill out the Device ID, part number, balloon number, quantity, and
Job Order Number, these items will be included when you run the Bill of Materials report
To account for nameplates that are to be mounted behind the switchrack, follow the normal
steps for placing down nameplates <insert link here>, except place the nameplates below
the switchrack:
Be sure to set “Initial Mode:,” “Title Block:”, and Page Format:” as shown above. Set
“Scale Factor:” the same as active scale of the existing drawing if one exists;
otherwise, set it to be the same as the project’s Ultimate General Arrangement
Outdoors drawing. Click “OK” when done
Use the drop down menus to select all applicable parts and define the grid depth
and X,Y spacing then click “Place grid”; follow the command prompts at the bottom
left of the screen to have data points on opposite corners of the grid user wishes to
place. The “Place wire” and “Modify wire” commands can be used to manually place
a ground segment or modify ground segments respectively.
Select an appropriate terminating connector from the drop down menu and click
“Place conn.” Follow command prompts on the left lower corner of the screen to
place as many connectors as required. Each connector will be tighten to the grid
automatically.
The “Modify conn.” Command can be used to modify the connection from the grid
to the terminating connector
or shortcut T1
User needs to verify if material code for grounding cable is current and applicable.
Change material code as needed when inputting this information to Material
Database.
However the subject insert variable 3D object described in Section VII.B may help with
drawing conduits.
XIII. Designing Single Line / Meter & Relay and Station Service Diagrams
Follow Section III.C to create a new drawing page. Select “Single Line” as initial mode. If
existing Diagrams have vector/raster, follow Section IV; otherwise, place symbols and
Macros from the catalogs to create these drawings.
For proper linkage, assign all symbols with Device IDs. These Device IDs shall be maintained
consistently throughout the project. Note: do not assign any part numbers in Single Line
Diagrams.
Follow Section III.D to copy the applicable standard(s) or previous project schematic(s) to a
dummy project. Use instructions on Section III.F to modify those drawing pages as necessary
including but not limited to changing device IDs, Page Name, Drawing Set,
Installation/Location, and etc… Once the set of schematics are complete, user now can copy
this set of schematics to the current project. Refer to additional instructions on how to use
intelligent schematics.
Device IDs on those drawings copied from design standards can be changed globally as
follows:
Under the task “Review/Revise”, under “Revision Management” tab, click on “Data
Manager” or shotcut (Q), the “Data Manger” dialog box appears.
At the bottom, click on the “Device ID” tab, then key in existing device Tag on the “Find
what:” field and “Replace with:” field (located at the bottom right corner) then click
“Replace All”.
The same procedure can be used to mass edit Installation and Location values, by selecting
the desired “Look in.”
If “Find whole words only” is checked, it will only search for values that match exactly what
is entered in “Find what.” For example, if “????” is typed in with this checked, only values
that are “????” will be affected. Values that have “TS1A-????” will not be affected, due to
this checkbox – simply unchecking this will look for “????” everywhere.
Do not forget to click the save button on the top left corner (Floppy disk icon) to save
changes.
Follow Section V to insert 2D symbols to design the schematics. Do not assign any PG&E
code to any symbol within schematic drawings since these parts will be not captured by the
Bill of Materials report template.
Wires can be drawn through components as needed. Wires will be automatically broken
when going through components with proper connection points. When wires are
In order to utilize the automatic wire numbering and other intelligent features, wire
usage has been defined as follows:
a. Select any portion/branch of a wire, right click and select “Wiring Manager”
b. The Wiring Manager dialog box will appear after a few seconds, which then shows
the properties of this wire. Notice that the system automatically highlights all wire
branches/segments that are of the same potential. In this example, there are three
potential groups.
c. Type into any of the branches’ Wire Tag field the desired wire number, and the
other potentials are automatically populated with the same number. In this case,
“J1” was entered in the first branch, and the subsequent branches were
automatically filled with “J1.” When finished, click OK.
d. The wire number has been assigned, but not yet displayed. Right click on the
portion of wire you want the wire tag displayed, and select “Add Label.” The “Label
Settings” dialog box appears, and you are instructed to “Enter a data point to
confirm.” Place your mouse cursor near the wire and (data) click to have the wire
number appear.
a. Right click on the portion of wire you want the wire tag displayed, and select “Add
Label.” The “Label Settings” dialog box appears, and you are instructed to “Enter a
data point to confirm.” Place your mouse cursor near the wire and click to have a
wire label placeholder appear.
b. Right click on the same segment, and then choose “Edit Wires.” The Edit Wires
dialog box appears. Enter a desired wire label into the Tag field, and then click OK.
The wire number then replaces the <” “> placeholder.
Then, click on the “Edit Group Wire Number” button near lower left corner, the “Edit
Prefix/Suffix” dialog box appears. Check all boxes under the column “Same as Option.”
On the same dialog box, under the “Suffix” column, key in your desired suffix such as
B1-1101 for all wire types. Hint: you may copy and paste here.
Note: For AC wire numbering, key in 0 in the first number field; after auto-numbering is
complete go back and delete the zero from first group of numbers generated to comply
with current PG&E wire numbering convention. (Example: change 50B1-1101 to 5B1-
1101).
How does automatic wire numbering work? When user selects “A-Phase Current” as a
wire usage, the software assigns number 5 as the first digit of the wire number.
Beginning with 50B1-1101, Every time this wire goes through a component such as a test
switch, the zero automatically increases to 1 and so on. Next wire number will be 51B1-
1101, 52B1-1101…Note: wire numbers will not increase when going through a terminal
block.
Click “OK” to close the “Edit prefix/Suffix” and Wire – Auto Label dialog boxes. Nothing
will appear to happen, but the lower left corner prompts you to select wires. Using
normal element selection methods, select all wires you want to have wire numbers
automatically generated.
Note: you don’t have to select every branch of wire that would otherwise have the same
wire ID – selecting just one branch will suffice.
Note: if required, use the carriage (^) character to have wire numbers on 2 or more lines.
Note: if the last J number used in the past on the existing drawing was 18 for example,
users can key in 19 in the first number field.
Note: Wire usage can be identified by color. Note that J wire’s color is light blue. Also, on
DC schematics, if all proper wire usages have been placed and identified, user can have
the software automatically assign wire numbers for the entire drawing or even the entire
project at one time.
Alternatively, if wire usage has been properly identified, user can select the type of wire
to automatically assign numbers by selecting appropriate “Use:” under “Filters” as
shown below:
In this example, only J wires will be assigned wire numbers, leaving all other wire types
unaffected.
By leaving the “Labeling Selection” as “Select Pages…” the software will perform
automatic wire tagging for entire page(s). This may result in wire numbers assigned in
an order the user isn’t expecting, since the software does so “top to bottom, left to
right, per quadrant.” For schematics with an upper and lower portion, it is
recommended to choose “Select Objects” instead, and first select the upper portion,
then repeat for the lower portion.
Choosing the type of wire link symbol will depend on the intended application. Each of
the wire link symbols will do the same thing, but just has different presentation. For
these symbols, the letters H and V in the symbol names stand for “horizontal” and
“vertical.” Pick the symbol based on the following criteria:
• When you are trying to link a single wire, use the symbols WL_SQ_(H/V) as they have
the link index shown inside a square (mimics how PG&E specifies wire links). No arrow
is shown so there is flexibility to add your own arrow that can point in any direction.
• Use the symbols WL_SQ_AR_(H/V) for single-wire links, much like above, but if you
need a short arrow.
• For multiple wire links, use the symbol WL_AR_(H/V)_OFF, which are just plain arrows
without any text shown. You will need to place a link pair on each wire you are trying to
link (so the wires actually link). Then, in order to show the link graphically, you will need
to draw bracket lines (shown in blue) and then attach the symbol WL_SQ_AR_(H/V) or
WL_SQ_(H/V) on each of the brackets for a graphical link.
• If you would like to see just an arrow and the reference text, use the symbols
WL_AR_(H/V)_ON.
For all of these wire link symbols except for the ones with the reference turned off (have
OFF in the symbol name), the corresponding circuit number will also appear if a Cable
Symbol is placed on the other end of the linked wire:
Follow Section V to insert an appropriate wire link symbol. Place this symbol on the wire
to be linked. The “Wire Link ID” dialog box appears.
Key in a wire link tag.(Use a letter for a link within the drawing; use a number for a link
to another drawing). The “Link Index” will be filled in automatically (the first pair will be
1). Click “OK”.
Place the other end of the wire link. The other end of the wire link could have a different
wire link symbol. Make sure wire link tag and index are the same for the wire to be
linked. Once the link has been established, the drawing reference will appear.
Note: wire link symbols can be mirrored as needed by right clicking, then select “symbol
setting.” Rotation is not recommended.
a. Right click on the drawing cross reference and select “Text Settings…”
c. Be aware that if either wire link is moved, the drawing reference will
reappear at its full height (0.125), thus requiring this to be performed again.
Because of this, it is recommended to adjust the height after you are certain
the location of the wire links will not change.
a. Right click on the drawing cross reference and select “Text Position”
c. Note that this method is unaffected by changing the position of the wire link
symbols. However, it can be more difficult to locate the proper drawing
cross reference of a wire link symbol if there are many of these relocated
outside the border.
At the bottom of the box, there is an option for “multiple placement” which should be
checked if you would like to place multiple cable symbols (this is useful for placing a multi-
conductor cable). Select a cable family by clicking on the “Family” ellipsis, then selecting the
appropriate family based on the number of conductors of the cable you are trying to model.
This will show the user the other conductors in that cable (if applicable). Click “OK” twice,
and the ‘Cable Text’ dialog box will appear.
You can enter the length of the cable at this time, or come back to it later by right clicking on
the cable symbol and selecting ‘Cable Text.’
If “multiple placement” was checked, you will be given the opportunity to place another of
the same cable symbol. A line appears, and as long as that line crosses another wire (or
multiple wires), a cable symbol will be placed onto those wires. Right click to end. The
symbols placed via “multiple placement” will have their Device IDs’ suppressed – right click
Follow Section V to insert 2D symbols to design the drawing. Do not assign any PG&E code to
any symbol within the drawing since these parts will not be captured by the Bill of Materials
report template.
Since most SCADA symbols do not appear on multiple drawings, 2D symbols for SCADA devices
will not have families associated with them. Basic 2D Bentley Symbols with connection points
are sufficient for these types of drawings.
Follow Section V to insert symbols to design the drawing. Be sure to assign PG&E codes to all
symbols within this drawing since these parts will be captured by the Bill of Materials report
template.
From the main “Tasks” ”Design” “Insert Symbol by Name” (shortcut E3)
Fill in Installation and Location for the “NAMEPLATE” symbol. For “Device Tag”, key in a number,
this number will be the nameplate item number, which appears on the nameplate report.
Click “Search”, the “Select Part Number” dialog box appears. Double click to select a part
number based on the figure and letter size as listed on the table below:
Fig\Ltr 1 2 3 4 5 6 7
These figure and letter size numbers are based on the nameplate sheets on the Material
Database.
Click “OK” when done selecting part numbers. The “Symbol Text” dialog box appears.
Key in text for the nameplate. Depending on the part number selected, there will be a limit on
how many lines are available for data entry. The last part of the nameplate is the “TAG
Associate”. This “TAG Associate” allows users to link a device ID with the nameplate’s
description. To fill in the “TAG Associate”, click on the arrow with the red x, navigate to the
drawing, click on the device the user wishes to associate with the nameplate description.
To generate a nameplate report for importing to PG&E Material Database, follow section XXI
below.
Different Bill of Materials are separated by Installation, Location, and Job Order Number.
These serve as filters when running reports. The report output will be in Microsoft Excel
format, which will be imported to PG&E’s existing Material Database. Once these B/Ms have
been imported to the Material Database, users can make changes as necessary, including
but not limited to quantity, mounting location, device name, etc…
Balloons (material/Target Plate’s item numbers) will have to be assigned manually by the
user using one of the methods below:
Users can key in a balloon number under the “Balloon No.” field (upper right corner).
Be sure to click on the “Part Number” tab at the bottom to get the dialog box below:
This method is recommended since all parts filtered by Installation and Location will
appear on this list. Balloon numbers can be keyed in under the “Balloon” column.
Assigning a Job Order Number for each of the parts will allow a user to generate a B/M that
lists only the items ordered for that particular job number, and not the entire substation.
This can be done in one of two ways:
Every symbol that will be assigned a part and balloon number (either 3D or Panel
Layout) will have the Job Order Number symbol attribute, with a default value of ?. The
user should replace this “?” with the project’s job order number.
As with anything you do in Data Manager, the first thing that needs to be done is only
check the drawing(s) you want to apply changes to.
Click on the “Symbol Text” tab at the bottom to get the dialog box below:
This lists all the symbol text attributes associated with the symbols placed on the
selected drawings. Go to the ‘Attribute’ column heading, and click on the upper left
corner to bring up the Filters list. Choose “Job Order Number:” to show only the “Job
Order Number:” attributes in the list.
Now, simply replace all the “?” values with the appropriate Job Order Number.
On the left panel, scroll down to the bottom and click to expand the “CUSTOM” report
template; then click on the box to check the desired report template to run. In the Output
section, click on “Preview…” to generate a preview of the selected report (you must click on
Preview first for the filters to work correctly). Chances are, the data is not correct (or
nothing is shown) – you must apply filters to get the desired data. Close the Preview and
click on “Filters.”
Depending on what type of report you are running, you will need to set different filters.
Here are the typical filters one would set for specific reports.
The above filters will only return items that were specified with the Installation of 230KV,
Location of RING BUS, and placed under Job Order Number 12345678. Note: type in values
specific to your project
In this case, all panels located in the 115KV MPAC 1 will be reported on one Bill of Materials
report, but they span across multiple drawing pages. All the drawing pages have the same
page installation (115KV MPAC 1) but differ in page location: PANELS 1-5, PANELS 6-10, etc.
By setting the Page_Location filter to be Like PANELS*, it will report on all items on the
various panel layout drawings. Note: type in values specific to your project
Multiple report templates can be selected at the same time, but ensure each has a unique
file name. Check the box “Output To File”, click on the ellipsis to select a “Destination
Folder:” and key in a report name. The report name could be the bill of material number.
Check the “XLS” box and click “Run”.
The Microsoft Excel file will be created and saved at the location specified. Open these
reports to verify the contents are correct, and to add any additional information.
The steps to create a new revision for your project within Materials Database are the same
as before. Once you get to the material entry screen, there is a new button for importing
the Excel file:
Click on “Import B/M” and a dialog box will open where you will select the Excel file you are
trying to import:
Upon successful completion of importing the report, you will receive this message:
The import feature was designed to fail if the Excel file has any of the following conditions:
importing into
4. Sheet name is something other than “Sheet”
(This is easy to fix – just open the Excel file and rename the worksheet to “Sheet”)
If you get any of these errors, the program will let you know what the problem is. You will
then need to open the Excel file and fix the problems before trying to import it again.
Follow Section XXI.B, select “PGE_DRAWING_LIST” template, apply appropriate filters and
select output options. These drawings are helpful for the drawing list and/or transmittal.
2. Select a Printer
Select desired printer. Under File name: make sure that “printer.pltcfg” driver is
selected(Ex.1).
Ex.1
If it isn’t, click on the Browse button(magnifying glass). Click Cancel when the ProjectWise
Select Printer Driver Configuration File window appears(Ex.2).
Ex.2
The next window that appears should show all printer drivers supplied by Bentley(Ex.3).
Ex.3
Ex.4
The Printer Setup window will reappear with an Options field in the bottom half of the
dialog box(Ex.5).
Ex.5
Click OK.
Ex.6
Ex.7
Ex.9
If your project is in ProjectWise, then make sure you are looking in the correct
folder. To select the correct folder click on the folder pull-down field and select your
project. In this example I will select LINDEN SUBSTATION(Ex.10).
Ex.10
With the correct project folder selected, you can now select the drawings that are to
be printed(Ex.11).
Ex.11
Click OK.
The Create Print Definitions window will reappear with your selected files in the
Input files window(Ex.12).
Ex.12
Click Done.
Click OK to add the drawings to the Print Set. The drawings will now be listed in the
Print Organizer window(Ex.13).
Ex.13
Do this by selecting the drawings (you can select multiple by holding down the CTRL
key or performing a “fence” to select multiple). Right click on any of the highlighted
drawings then choose Properties. Or click the Edit pull-down menu and select
Properties(Ex.14).
Ex.14
The Modify Properties window will appear. Under the “Paper Size” drop down menu,
choose the appropriate page size for your drawing(Ex.15) Ex.15
For 5-size: Custom1 (50.5 x 30.5 in.) – this needs to be set for your plotter (see
below for instructions)
Ex.16
Ex.17
In this example, we have two different sizes. I have selected PGE SIZE 2 for the 2-size
drawing and PGE SIZE 4 for the 4-size drawing(Ex.18).
Ex.18
Ex.19
Because our current plotters are not able to print a 44x34 in drawing onto a 44x34
in paper without having the edges cut off, we need to print onto a slightly larger
paper. In this case, we are printing a 44x34 in drawing onto a 48x36 in paper(Ex.19).
Click on the Print Preview button ( ) to view all drawings before printing. Fix any
drawings that are not correctly displayed.
7. Print Drawings
Choose “All” to print all drawings or “Selection” to print selected drawings in the
Print Range field(Ex.20).
Ex.20
Click OK.
2. Select a Printer
Select desired printer. Under File name: make sure that “printer.pltcfg” driver is
selected(Ex.1).
Ex.1
If it isn’t, click on the Browse button (magnifying glass). Click Cancel when the ProjectWise
Select Printer Driver Configuration File window appears (Ex.2).
Ex.2
The next window that appears should show all printer drivers supplied by Bentley(Ex.3).
Ex.3
Ex.4
The Printer Setup window will reappear with an Options field in the bottom half of the
dialog box(Ex.5).
Ex.5
Click OK.
Ex.6
Ex.7
Ex.9
If your project is in ProjectWise, then make sure you are looking in the correct
folder. To select the correct folder click on the folder pull-down field and select your
project. In this example I will select LINDEN SUBSTATION(Ex.10).
Ex.10
With the correct project folder selected, you can now select the drawings that are to
be printed(Ex.11).
Ex.11
Click OK.
The Create Print Definitions window will reappear with your selected files in the
Input files window(Ex.12).
Ex.12
Click OK to add the drawings to the Print Set. The drawings will now be listed in the
Print Organizer window(Ex.13).
Ex.13
Do this by selecting the drawings (you can select multiple by holding down the CTRL
key or performing a “fence” to select multiple). Right click on any of the highlighted
drawings then choose Properties. Or click the Edit pull-down menu and select
Properties(Ex.14).
Ex.14
The Modify Properties window will appear. Under the “Paper Size” drop down menu,
choose the appropriate page size for your drawing(Ex.15)
Ex.15
Click OK.
Ex.16
Ex.17
In this example, we have two different sizes. But, we are printing each of them on a
C-size sheet of paper(Ex.18).
Ex.18
Ex.19
Click on the Print Preview button ( ) to view all drawings before printing. Fix any
drawings that are not correctly displayed.
7. Print Drawings
Choose “All” to print all drawings or “Selection” to print selected drawings in the
Print Range field(Ex.20).
Ex.20
Click OK.
6. Select a Printer
Select desired printer. Under File name: make sure that “printer.pltcfg” driver is
selected(Ex.1).
Ex.1
If it isn’t, click on the Browse button(magnifying glass). Click Cancel when the
ProjectWise Select Printer Driver Configuration File window appears(Ex.2).
Ex.2
The next window that appears should show all printer drivers supplied by Bentley(Ex.3).
Ex.3
Ex.4
The Printer Setup window will reappear with an Options field in the bottom half of the
dialog box(Ex.5).
Ex.5
Click OK.
Ex.6
Ex.7
Ex.9
Since the drawings you want are not in ProjectWise, click Cancel(Ex.10).
Ex.10
The “Select Files” window will appear. From here you can navigate to the location of
the files you want to print. (Ex.11).
Ex.11
Click Done.
The Create Print Definitions window will reappear with your selected files in the
Input files window(Ex.12).
Ex.12
Click OK to add the drawings to the Print Set. The drawings will now be listed in the
Print Organizer window(Ex.13).
Ex.13
Do this by selecting the drawings (you can select multiple by holding down the CTRL
key or performing a “fence” to select multiple). Right click on any of the highlighted
drawings then choose Properties. Or click the Edit pull-down menu and select
Properties(Ex.14).
Ex.14
The Modify Properties window will appear. Under the “Paper Size” drop down menu,
choose the appropriate page size for your drawing(Ex.15)
Ex.15
Click OK.
Ex.16
Ex.17
In this example, we have two different sizes. I have selected PGE SIZE 2 for the 2-size
drawing and PGE SIZE-4 for the 4-size drawing(Ex.18).
Ex.18
Ex.19
Because our current plotters are not able to print a 44x34 in drawing onto a 44x34 in.
paper without having the edges cut off, we need to print onto a slightly larger paper. In
this case, we are printing a 44x34 in. drawing onto a 48x36 in. paper(Ex.19).
Click on the Print Preview button ( ) to view all drawings before printing. Fix any
drawings that are not correctly displayed.
Choose “All” to print all drawings or “Selection” to print selected drawings in the
Print Range field(Ex.20).
Ex.20
Click OK.
From File menu, open “Printer Setup…” Select desired driver. Under File name:
make sure that “pdf.pltcfg” or “tiff.pltcfg” driver is selected. We will be using the
pdf.pltcfg driver for this example(Ex.1).
Ex.1
If it isn’t, click on the Browse button(magnifying glass). Click Cancel when the ProjectWise
Select Printer Driver Configuration File window appears(Ex.2).
Ex.2
The next window that appears should show all printer drivers supplied by Bentley(Ex.3).
Ex.3
Ex.4
The Printer Setup window will reappear with the pdf.pltcfg driver selected(Ex.5).
Ex.5
Click OK.
Ex.6
Ex.8
If your project is in ProjectWise, then make sure you are looking in the correct
folder. To select the correct folder click on the folder pull-down field and select your
project. In this example I will select LINDEN SUBSTATION(Ex.9).
Ex.9
With the correct project folder selected, you can now select the drawings that are to
be printed(Ex.10).
Ex.10
Click OK.
The Create Print Definitions window will reappear with your selected files in the
Input files window(Ex.11).
Ex.11
Click OK to add the drawings to the Print Set. The drawings will now be listed in the
Print Organizer window(Ex.12).
Ex.12
Do this by selecting the drawings (you can select multiple by holding down the CTRL
key or performing a “fence” to select multiple). Right click on any of the highlighted
drawings then choose Properties. Or click the Edit pull-down menu and select
Properties(Ex.13).
Ex.13
The Modify Properties window will appear. Under the “Paper Size” drop down menu,
choose the appropriate page size for your drawing(Ex.14)
Ex.14
In this example, we will choose ANSI E for the 4-size drawing and ANSI C for the 2-
size drawing. Click OK.
Highlight the all 4-size drawings(in our example 4056938), go to ToolsApply Print
Style…(Ex.15)
Ex.15
Ex.16
Notice that the size and scale has changed for each drawing(Ex.17):
Ex.17
Click on the Print Preview button ( ) to view all drawings before printing. Fix any
drawings that are not correctly displayed.
If you want to create one PDF that contains all drawings, in the Submit section of the Print
dialog box click on the Submit as: pull-down menu and select Single print job(Ex.18)
Ex.18
Click on the Browse button and select the destination folder and name of your PDF
file(Ex.19).
Ex.19
Choose “All” to print all drawings or “Selection” to print selected drawings in the Print
Range field(Ex.20).
Ex.20
Click OK.
E. Creating 3D PDFs
Open the desired drawing.
From File menu, select Print. The Print dialog window will appear.
Under “Printer and Paper Size” select “Bentley driver.” Click on the magnifying glass and
select the “pdf.pltcfg” plot driver. Under “General Settings:” check the “Print to 3D”
checkbox. Under “Printer and Paper Size” Select the desired paper size. Under “Print Scale
and Position:” click the “Maximize” button. Click on the printer button at the upper left of
the window and name the file and select destination.
A. Overview
Backing up a project is the only way to remove it from the active working directory and
maintain all of the project’s intelligent links and integrity.
Select destination for the Backup file by clicking on ellipsis under “Save in:” field. In the
“Include in Backup File” field “Language phrases used” should be checked; “Create Project
Catalog” should be unchecked.
Click “OK”.
The project backup file can be stored your C:\Data folder; however, it needs to be restored
before users can work on it. See Section III.A for project restoration instructions.
Create the Bentley Substation Backup folder on your C:\Data folder as follows:
Point to the C:\Data folder, right click “New” “New Folder” and Key in Bentley
Substation Backup
Before closing Bentley Substation or at the end of the day, follow Section XXI.A above to
backup your active project to the “Bentley Substation Backup” folder on the C:\Data folder.
This C:\Data folder is backed up regularly by IT.
We recommend a minimum of 3-day worth of backup data per project. Only the project
team lead is responsible for backing up the project he/she is responsible for; and each
project needs to be backed up by only one person.
C. Project Incorporation
1. From Windows Explorer, create new folder in U:\ELS
UPLOADING\DSUB_INCORPORATION\ directory. This is where you will put the files to
be incorporated by ERU. The format for this folder is as follows:
2. Back in Bentley Substation, open Print Organizer. Open a previously created PSET file (if
none exists, request the Design Engineer to create one for you). See Section XX.A.
Click Open.
Click OK.
Under File name, click on the magnifying glass and choose “printer.pltcfg”
Under Options, select “Informatik Image Driver 3.0A” from pulldown menu.
Click OK
In this example, because all the drawings in the print set are a 4-size drawing, we
need to select PGE SIZE 4. Click OK.
Because we are printing TIF/PDF files for incorporation, the exact paper size is set by
the Print Style. For example, 4-size is 44 X 34, 3-size is 34 X 22, etc. In this case all
drawings are 4-size, therefore paper size is ANSI E(44 X 34).
Select Print Preview and verify that drawings are correctly displayed. Fix any
problem drawings then Click Print button.
From pull-down menu select <design name>. Click “Preview Names…” button.
Output file name should ONLY be drawing number with .tif extension.(see above)
Close window.
Click OK.
Click OK.
Bold all drawings that are being incorporated and add line item to transmittal similar to
example below:
Date: ERU: Upload and update ELS for items 0013 thru 0023 and 0027 thru 0036. Destroy hard copy
0x-xx-12 originals from Flat files.
Change the To field to ERU. Change the address to 245 Market St. San Francisco.
Create email and attach updated transmittal to it. For the body of the email use below
example:
Please see the attached transmittal for incorporation of drawings for Your Substation.
For questions regarding drawing information, please contact DE: Designer Name 442-2xxx.