Importing a Project using

Fisher Specification
Manager
A Basic Approach

LET’S BEGIN…
 2. 1.
GoCreate
to Filea new project

3. Select Import
 1. Select the delimiter
of your import file *

2. Click on Select Import

File
* A delimiter
separates the data
in a text file. For
example, a Csv
(comma separated
variable) file uses
a comma as the
file delimiter.
1. Select your import
file

2. Click Open
 1. Select the program
your import file was
created in *

2. Select Import File Type

3. Click Upload File

* If your import file
was created in a
program that isn’t
on this list, you
can import it by
creating a new map.
See the “Advanced
Project Importing”
tutorial for help.
Note: You could select See Import
Log Results, but it will slow down
the importing process somewhat.
The Import Log can be used to
diagnose import issues and identify
ways to adjust the mapping or the
data file, making your data import
successful.

Note: Do not alter

this section of the
window, as it does
not apply to this
tutorial. To see
when it is useful,
consult the
“Advanced Project
Importing” tutorial.

1. Click Import
1. Select the first tag Note: A summary
of all your project
tags is displayed.
This particular
imported project
is large, having
many tags.

Note:
Note:Although
Althoughthethetags
tags
have imported,
have imported, ourour
data
datamaymaynot
notbebeininaa
form
formthe
theprogram
program
readily
readily recognizes. To
recognizes. To
aid in proper sizing,
aid in proper sizing, we we
need
needto tocheck
checkfor
for
mismatched information.
mismatched information.
1. Click on Installation Data
 Checking
Checking for
for mismatched
mismatched data
data consists
consists
of
of comparing
comparing entered
entered values
values to to
the
the drop
drop down
down options
options built
built into
into
the program…
the program…

Please
Please consider
consider the
the
following
following example…
example…

But
But when
when wewe consider
consider thethe program
program
“Class
“Class V”
V” is
is aa valid
valid options listed in the drop downs,
options listed in the drop downs,
ANSI Shutoff class.
ANSI Shutoff class. “ANSI
“ANSI CL
CL V”
V” is
is anan entry
entry the
the program
program
will
will recognize.
recognize.

By
By selecting
selecting aa drop
drop down
down entry,
entry,
rather
rather than a typed in one, the
than a typed in one, the
information is entered in a way
information is entered in a way
the
the program
program can
can utilize.
utilize.
 In
In the
the case
case of
of dimensional
dimensional
and
and filtering
filtering inputs,
inputs, using
using the
the drop
drop
downs
downs is is necessary
necessary forfor drawings,
drawings,
proper sizing, and valve selection.
proper sizing, and valve selection.
ItIt is
is important
important to to realize
realize that
that Fisher
Fisher
Specification
Specification Manager allows for
Manager allows for
users
users to to type
type in
in their
their data,
data, rather
rather Raised Face Flange
than
than usingusing the
the drop
drop downs,
downs, because
because
anan experienced user may want to
experienced user may want to
customize an
customize an item… item…

However,
However, in
in general,
general, always
always using
using
the
the provided options is the best way
provided options is the best way
to
to successfully
successfully specify
specify aa valve.
valve.

Let’s
Let’s continue
continue with
with our
our example…
example…
 Rating
Rating is
is labeled
labeled as
as
important to dimensional
important to dimensional
data
data and
and filtered
filtered aspects
aspects
of
of the
the program…but
program…but is is the
the
imported
imported value
value aa mismatch?
mismatch?
We
We check
check to to see
see ifif the
the
input
input can
can be be found
found among
among
the
the listed
listed options…
options…

…but,
…but, itit isn’t
isn’t there.
there.

Instead,
Instead, wewe notice
notice “PN
“PN 16”.
16”.
Identifying this, we select
Identifying this, we select
the
the choice
choice that
that will
will be
be
recognized
recognized by by the
the program.
program.
Sizing
Sizing should
should not
not be
be continued
continued
until all imported
until all imported data has
databeen
has successfully
been
A file has
been looked
looked over
over for
for important
important
inputs
inputs that
imported
that are
and combed for
are mismatched.
mismatched.
(in
(in every
every tab,
tab, onincompatible
on every
every tag!)
tag!) data.

Remember,
Remember, aa procedure
procedure of of
carefully
carefully checking
checking forfor
mismatched
mismatched data data after
after every
every
You’re Done! import can save you
import can save you from
needless
needless stress
stress and
from
and confusion
confusion
later on.
later on.
Use
Use the
the “Back”
“Back” button
button to
to return
return to
to the
the Help
Help System
System

OR
OR

Continue
Continue clicking
clicking to
to repeat
repeat the
the tutorial
tutorial