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TABLE ON CONTENTS

NAVIGATING IN THE ENGINEERING DATA EDITOR .................................................................... 1

The EDE toolbar ........................................................................................................................... 2
Query Results Dialog Box ............................................................................................................. 3
Customize the EDE ....................................................................................................................... 4
Edit View Dialog Box .................................................................................................................... 5
Default Table Layouts .................................................................................................................. 5
Advanced View Properties Dialog Box......................................................................................... 5
Save View Command ................................................................................................................... 6
AutoFilter Command ................................................................................................................... 7
Freeze Panes Command .............................................................................................................. 8
Display Settings Command .......................................................................................................... 8
Editing Properties in the EDE ....................................................................................................... 9
EDE Working with the Stockpile .................................................................................................. 9
Deleting Symbols ......................................................................................................................... 9
Off Page Connector Mates......................................................................................................... 10
Delete a Connector From the Model ......................................................................................... 10
Instrument Loops ....................................................................................................................... 10
Plant Item Groups ...................................................................................................................... 11
Moving and Placing Stockpile Items .......................................................................................... 11
Moving Between Stockpiles ....................................................................................................... 11
Place Multiple Representation Command (EDE > Stockpile Menu) .......................................... 12

Navigating in the Engineering Data Editor

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02c. Engineering Data Editor Overview

The Engineering Data Editor (EDE) uses a grid or tabular format to display the query results
for the database. The EDE is automatically displayed in the lower left of the main window, and
you can also open the EDE to appear in the Design window

The EDE toolbar

At the top of the EDE is the EDE toolbar. The menu buttons are found here:

Actions

Edit

View

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02c. Engineering Data Editor Overview

Click the down-arrow next to the menu button to expose the available commands. The list on the
toolbar contains filters that query the database and display the corresponding items in the EDE.
If you want to list all items select Plant Item from the list.

You can also filter the display by using the buttons that correspond to different stockpiles and
drawings:

Active Drawing

Active Drawing Stockpile

Stockpile

Other Drawings

By default, initially only the Active Drawing and Active Drawing Stockpile buttons are selected.
The Asking Filter button displays the Filter tab of the Advanced Table Properties dialog box, from
which you can quickly filter the EDE display by selecting a base filter and properties appropriate
for the selected item type. You can re-query and thereby refresh the EDE display by clicking the
Refresh button. Finally a summary box displays a comparison between the number of items in the
view and the total number of items, of the type chosen in the list, that exist in the database.

Query Results Dialog Box

The maximum number of cells that can be displayed in the EDE is 350,000. The number of rows
that can be displayed varies with the number of columns in your layout. For example, if your
layout contains 10 columns, approximately 35,000 rows can be displayed in the EDE. If your
database query returns more than the allowable number of rows, the Query Results dialog box
opens as shown in the image below. It displays options for continuing your work in the
Engineering Data Editor when you have requested more information than can appear in the
interface. You can either refine your query or run a report with your query results.

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02c. Engineering Data Editor Overview

Customize the EDE

Commands on the View menu allow you to customize the display of the EDE further. You can
use the Display Settings command, for instance, to color code items according to the stockpile
that they are currently in. Use View > Edit View to display the Edit View dialog box, which
allows you to define the items that you want to see in the EDE. You customize a filter and layout
for the display on the Advanced Table Properties dialog box.

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02c. Engineering Data Editor Overview

Edit View Dialog Box

The Edit View Dialog Box enables you to select the item types, filters, and layouts for the
Tabular or Engineering Data Editor. This dialog box appears when you right-click an existing
table and select Edit View.

Item type - Lists all the item types that you can select (for example, equipment or motors).

Filter - Lists all of the filters that have been saved for the selected item type.

Layout - Lists all of the layouts that have been saved for the selected item type. For a list of
default layouts, see Default Table Layouts.

Advanced - Displays the Advanced View Properties dialog box, where you can define and
save filters or layouts for the Tabular or Engineering Data Editor. You can specify the default
filter and layout for a certain item type also. Specify brief and bulk properties in this dialog box,
too. Brief and bulk properties appear in the Properties window when you select the Show Brief
Properties, Copy Bulk Properties, or Paste Bulk Properties commands from the Properties
window toolbar.

Default Table Layouts

The software includes several default layouts. You can use them to base your own layouts on by
changing the layout name, adding or deleting properties, and saving under a new name. Different
layouts are included with SmartPlant Electrical and SmartPlant P&ID.

Advanced View Properties Dialog Box

The Advanced View Properties dialog box allows you to define, select, and save filters and
layouts for the Tabular or Engineering Data Editor. This dialog box opens when you click
Advanced on the Table Properties dialog box.

Filter Tab

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02c. Engineering Data Editor Overview

Layout Tab

Save View Command

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02c. Engineering Data Editor Overview

The Engineering Data Editor > View > Save View opens the Save View dialog box, which
allows you to name and save the current Engineering Data Editor. These custom views appear
at the bottom of the filter list on the Engineering Data Editor toolbar.

AutoFilter Command

The Engineering Data Editor > View > AutoFilter allows you to filter the items displayed in
the Engineering Data Editor. When you click AutoFilter, arrows appear at the top of each
column. Click the arrow at the top of the column that contains the data that you want to filter on
and choose the value from the list that appears. For instance, if the Engineering Data Editor
displays Equipment: Vessels, but you want to see only vertical drums, use the AutoFilter
command (click the arrow at the top of the Eq Subclass column and choose vertical drums).

To create more elaborate filters and displays, you need to use the Edit View command and enter
options on the Table Properties dialog box and the Advanced Table Properties dialog box.

Select this command again to deactivate it.

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02c. Engineering Data Editor Overview

Freeze Panes Command

The Engineering Data Editor > View > Freeze Panes allows you to scroll through the
Engineering Data Editor while keeping the display of specified rows and columns constant. For
instance, the first column can contain the item tag, but you want to always see the item tag as
you scroll to the right end of the rows to view the supplier. You can accomplish this layout by
using the Freeze Panes command.

Display Settings Command

The Engineering Data Editor > View > Display Settings opens the Display Settings dialog box,
which allows you to specify various display options for the Engineering Data Editor. For example,
you can choose the size of icon that is displayed in the view, and you can specify the font that
items in the Stockpile are listed in. You can choose that read-only cells are filled with a special
background color.

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02c. Engineering Data Editor Overview

Editing Properties in the EDE

You can edit some of the properties viewed in the table by selecting a table cell and filling in the
appropriate information. If the property has a select list associated with it, then you choose the
value from the select list. If the cell is populated by a read-only property or a property that is
only automatically generated by validation, you cannot edit that cell. You can select a entire row
by clicking the corresponding icon in the left-most column of the table. Then you can view the
properties in the Properties window and edit item properties there, too. The contents of cells can
be copied to other cells, if the cell contents are compatible.

EDE Working with the Stockpile

SmartPlant P&ID uses a stockpile concept to store data that does not currently reside in the
drawing, such as certain items deleted from the drawing, off-page connector mates, loops, and
imported data. The stockpile may be accessed using the Engineering Data Editor. The Stockpile
contains items that are visible to all users who are working in the plant. The Drawing Stockpile
contains items accessible only to that drawing. You may click on the Stockpile and/or Drawing
Stockpile toolbar buttons to view items either in one or both of the two views of the Stockpile.
You may move items from one stockpile view to another by using the Actions toolbar button in
the Engineering Data Editor.

Deleting Symbols
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02c. Engineering Data Editor Overview

When certain symbols are deleted from the drawing view, they will reside in the Stockpile. This
means they have been deleted from the drawing, but are still available to be placed elsewhere in
that drawing or in another drawing. There are two factors that govern whether or not an item will
go to the Stockpile once it‘s deleted from a drawing:

The Tag Reqd Flag property is set to True (properties are defined using Catalog Manager)

The Item Type must be specified in the Options Manager. Select the Reference Data Settings
and the Stockpile Items field. You may delete items residing in the Stockpile by right clicking
on the item and selecting Delete Stockpile Item.

Notes:

When deleting an item from the drawing, a right-click displays the option to Delete or Delete
from model. Selecting Delete from model bypasses the stockpile, and deletes the item from the
database and the drawing.

Off Page Connector Mates

When an off page connector (OPC) is placed in the drawing, its mate may automatically go to
the stockpile or may be placed in the drawing stockpile of the mating drawing. When the mating
drawing is defined, the matching off page connector can be placed on the pipeline. This will
associate the lines in the two drawings.

Delete a Connector From the Model

1. Right-click the connector that you want to remove from the model.

2. From the shortcut menu, click Delete From Model.

Instrument Loops

A loop is a logical grouping that defines a collection of instrumentation. To create a loop in

SmartPlant P&ID, right-click the loop in the Catalog Explorer and select Send to Stockpile or
Send to Drawing Stockpile, and assign to it the desired properties. When an instrument is

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02c. Engineering Data Editor Overview

placed, a Loop Tag property is available with a drop-down list of the loops created in the
stockpile.

Plant Item Groups

Package, Contract Package, Hydro Test Package, Test Systems, and Safety Class are similar
to Instrument Loops in that they are a group of one or more items with a common set of
properties. For example, you may want to have a package to denote items that will be included in
a palette. A system could be used to denote the portions of a P&ID used for hydro testing prior to
startup. To create a Package, Contract Package, Hydro Test Package, Test Systems, or
Safety Class in SmartPlant P&ID, right-click on the item in the Catalog Explorer and select
Send to Stockpile or Send to Drawing Stockpile, and assign to it the desired properties. To
associate items with a Package, Contract Package, Hydro Test Package, Test Systems, or
Safety Class, you will use the Pkg Item Tag property, Contract Package No, Hydro Test
Package No, Test Sys Item Tag property, or Instr Safety Class Item Tag respectively.

Moving and Placing Stockpile Items

You can move the items that reside in stockpiles (the Stockpile, which belongs to the Plant or the
active project, or drawing stockpiles) from one stockpile to another, or you can place them in a
drawing or delete them from the model altogether. You view the items in a stockpile in the
Engineering Data Editor (EDE). In particular click Stockpile to view items in the Stockpile, or
click Active Drawing Stockpile to view items in the stockpile of the active drawing. Be sure
that the other item buttons on the Engineering Data Editor toolbar (that is, the Active Drawing
or Other Drawings buttons) are not active when you want to view stockpile items alone. In the
EDE, the Action menu contains the commands for manipulating stockpile items. These
commands make it possible to place or move or delete stockpile items. You can also access some
of these commands from the Engineering Data Editor shortcut menu, which opens when you
right-click in the EDE. You have the capability to place an item from a stockpile directly onto an
open drawing. You enter placement mode when you click the icon associated with a stockpile
item in the left-most column of the EDE. You can import items into the Stockpile, too, by
importing reports with the File > Import > Data File command on the main toolbar.

Moving Between Stockpiles

The Move to Different Stockpile command in the Engineering Data Editor allows you to move
an item from one stockpile to a different stockpile.

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02c. Engineering Data Editor Overview

Place Multiple Representation Command (EDE > Stockpile Menu)

Allows you to place a second instance of an equipment item in a second drawing. This multiple
representation allows the depiction of an item from another drawing in a detailed or alternate
view. Multiple representations are available only for some types of equipment.

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