Electrical Engineer User Guide
Electrical Engineer User Guide
Electrical Engineer User Guide
Engineer
User Guide
AVEVA Solutions Limited
Disclaimer
AVEVA Electrical provides cable sizing calculations for estimation purposes only, end users of the software should
not rely on the calculations produced by the software for design purposes. End users should seek the advice of
certified cable suppliers prior to specifying or purchasing cables.
a) AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses;
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anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any
special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be
suffered by the customer, including any loss suffered by the customer resulting from the inaccuracy or invalidity of
any data created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or
arise in contract, tort (including negligence) or otherwise;
c) AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the
performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the
customer's claim is brought.
In the event of any conflict between the above clauses and the analogous clauses in the software licence under
which the AVEVA software was purchased, the clauses in the software licence shall take precedence.
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(including source code, object code, and any data) belongs to or is validly licensed by AVEVA Solutions Limited or
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engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of the product described in
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prohibited, and may give rise to civil liabilities and criminal prosecution.
The AVEVA products described in this guide are to be installed and operated strictly in accordance with the terms
and conditions of the respective licence agreements, and in accordance with the relevant User Documentation.
Unauthorised or unlicensed use of the product is strictly prohibited.
Copyright 2000 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.
The AVEVA Electrical user interface is based on the Microsoft® Office Fluent™ user interface.
Trademarks
AVEVA and Tribon are registered trademarks of AVEVA Group plc or its subsidiaries. AVEVA product names are
trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of
trademarks belonging to AVEVA Group plc or its subsidiaries is strictly forbidden.
Fluent is a trademark of Microsoft Corporation and the Fluent user interface is licensed from Microsoft Corporation.
The Microsoft Office User Interface is subject to protection under U.S. and international intellectual property laws
and is used by AVEVA Solutions Limited under license from Microsoft.
AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
Electrical Engineer User Guide
Revision Sheet
Contents Page
Engineer
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Feature Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:3
AVEVA Electrical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:3
Guide Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:3
Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2
Datasheet Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3
Property Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4
Add New Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:5
Edit Property Definition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:8
Delete Property Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:9
Merge Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:10
Import Property Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:11
Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:13
Project Voltages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:14
Compartment Element Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:16
Create Element Groups and Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:18
Edit Element Groups and Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:19
Delete Element Groups and Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:20
Import Element Types from another Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:20
Tag Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:22
Define a New Tag Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:24
Edit a Tag Format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:27
Edit the List of Available Tag Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:28
Class Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:30
Create New Classes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:31
Edit Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:32
Delete Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:32
Export Classes to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:33
Import Classes from Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:34
Assign Tag Formats to Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:38
Equipment Type Catalogue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:39
Create New Equipment Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:41
Edit Equipment Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:42
Delete Equipment Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:42
Export the Equipment Type Catalogue to Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:42
Import the Equipment Type Catalogue from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:43
Loading Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:48
Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
View/Edit Equipment Datasheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1
Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Export to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Export to XPS and PDF Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Export Selected Datasheet Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Export Datasheets to a Specified Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:2
Export Datasheets to Pre-Defined Folders with File Names in a Pre-Defined Format. . . . 11:3
Export to AVEVA NET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:5
AVEVA NET Export Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:5
Export Data from Grids. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:7
Export Reports and Associated Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:8
Export Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:8
1 Introduction
The Electrical Engineer User Guide is designed to help users learn how to use the Electrical
Engineer module of AVEVA Electrical.
Electrical Engineer manages all tasks typically handled by an Electrical Engineer during a
project life cycle:
• Managing all project electrical equipment data.
• Generating electrical equipment datasheets or spec sheets automatically from the
AVEVA Electrical database in Microsoft Excel format.
• Creating electrical equipment tags and their wiring data (terminals, cables, wire
terminations and wire numbers etc) automatically from "Wiring Rules" directly into
AVEVA Electrical Wiring Manager database.
• Using data from Electrical Engineer to generate Schematic and Single Line diagrams in
AVEVA Electrical Designer.
• Producing reports on electrical equipment data.
For more information refer to Feature Overview.
Equipment Lists
• Lists of loads and supplies, and a list of all project electrical equipment including
powered equipment from Wiring Manager, lists of equipment packages and lists of
instruments with power requirements from a shared AVEVA Instrumentation project.
• User-definable Grid Views (viewable columns, captions, default column widths, default
sort order and data filters).
• Adding/Editing equipment and maintain equipment list data.
• Printing, sorting and filtering lists 'on the fly'.
• Exporting Grid Views to Excel.
• Importing from Excel.
• Attaching external documents/files to electrical equipment tags (PDF, Word, Excel,
various picture formats etc.) and viewing these documents.
• Support for several tag formats.
• Datasheet document numbers can be updated from Datasheet list.
• Defining "Wiring Rules" for each tag and generate all cables, terminals and wire
terminations in the Wiring Manager application.
• Change management: Report all tags added, deleted and renamed. Report detail
changes in each field.
Datasheets (Specifications)
• Assigning equipment to datasheets (supports multiple tags per datasheet).
• Control printing and updating of datasheets in 'batch' mode.
• Document management - control document revisions etc.
• Datasheets use Microsoft Excel spreadsheets to define form layouts.
• Datasheets are stand-alone documents (Excel spreadsheets) for easy exchange with
third parties.
• Importing and exporting data from spreadsheets completed by vendor or client etc.,
highlight changes, accept and reject etc.
• Fully user definable datasheet design (form layout and cell/database mapping and user
table design).
• Copy datasheet design (form layout/setup etc.) from other AVEVA Electrical projects.
• Tools to copy data from other tags and/or datasheets.
• Import/export data from/to Excel (highlight changes, accept/reject etc.).
• Viewing/editing data in a grid for easier management of data across multiple
datasheets and tags.
• Viewing/editing all datasheet data by form type in a grid for easier management of all
data across multiple datasheets and tags.
• Change Management: Highlight changes between Issues (revisions).
• Viewing of previous Issues.
• Printing datasheets to PDF format files.
• Merging of multiple datasheets into single documents for joint publication. Documents
are accessible from Documents grid.
• Exporting datasheet data to AVEVA NET.
Distribution Diagrams
• Single Line diagrams and Key One Line diagrams can be created.
• Single Line diagrams are created by specifying a supply or a load for which a supply
has been defined. The diagram is then created automatically for the supply, with its
loads etc included.
• Key One Line diagrams are created by adding symbols to a blank diagram and
connecting them. When a symbol or cable is added to a Key One Line diagram, an
equipment item or cable is automatically created with default data.
• The symbols used on diagrams may be edited and new symbols created.
• Existing equipment can be dragged and dropped from the Loads of Supplies lists onto
a diagram.
• The layout of a diagram is fully editable.
• Diagrams can be printed and exported to PDF and AutoCAD.
• The user can create, edit and size cables for links between equipment.
Change Management
• Report all equipment/datasheets added, deleted and renamed.
• Report detail changes in each field (e.g. Model No now XXXX was YYYY).
• Log changes for future reporting).
• Audit Manager enables users to view changes by object type.
Reports
Electrical Engineer supports a number of user definable reports, including:
• Equipment List
• Load List
• Load Schedule
• Distribution Board Schedule
Exports describes the facilities used to export files of item data and
report PDF files for import into AVEVA NET.
Work Packs can be created with selected equipment and time scales for a
particular project.
Change Reports describes the in-built Audit Manager that enables users to view
database changes made during your project in the database
audit log.
Report Manager describes the in-built Report Manager that enables users to
create and modify reports.
Load Calculations in explains the how the load calculations work in AVEVA
AVEVA Electrical Electrical
AVEVA NET Export explains the configuration required for AVEVA NET Export.
Configuration Files
2 User Interface
When Electrical Engineer starts up, the AVEVA Electrical Engineer window is displayed
showing the Home tab.
Property Definitions Used to create and edit user defined Property Definitions for
equipment.
Project Voltages Used to define the list of Project Voltages that can be selected
from when defining equipment.
Tag Formats Enables the user to select existing Tag Formats, create new
tag formats and edit existing tag formats.
Type Code Catalogue Provides access to the Equipment Type Code Catalogue
window, used to create and edit equipment types. Refer to
Equipment Type Catalogue.
Cable Sizing Used to specify the default data used when sizing load cables.
Configuration Refer to Cable Sizing Setup for further information.
Set Datasheet Export Enables users to define rules to allow datasheet Excel files to
File Name / Folders be automatically renamed when copied out of AVEVA Electrical
into user defined folders. Refer to Export Selected Datasheet
Files.
Drawings Export to Enables users to select where the publishing folder is located,
External System which executable format is required and fields of information
Configuration written for each published item. Refer to Datasheet Publishing.
AVEVA P&ID Import Displays the AVEVA P&ID Data Import Configuration
Configuration window. Refer to AVEVA P&ID Tag Data Import Configuration
for further information.
Loading Factor Displays the Loading Factor window. Refer to Loading Factors
for further information.
Loads Displays the Loads List, which is used to create and edit project
loads.
Supplies Displays the Supplies List, which is used to create and edit project
supplies
Packages Displays the Packages List, which is used to create and edit
packages of project equipment.
Equipment Displays the Equipment List, a list of all project equipment including
loads and supplies, powered equipment from Wiring Manager and
from shared AVEVA Instrumentation projects.
Datasheets Displays the Datasheets List, which is used to create and edit project
datasheets.
Browse Data by Displays the View Data by Datasheet Form Type list, used view data
Form Type for loads and supplies by datasheet form type.
Document List Displays the Document List, used to view and edit documents
(collections of datasheets).
Distribution Displays the Distribution Diagrams List, used to view and edit
Diagrams distribution diagrams.
Instrument Displays the Instrument Loads list, used to view instruments from a
Loads shared AVEVA Instrumentation project which have power
requirements.
Motors Displays the Motor Catalogue list, a list of motors that can be
selected from when creating a load of the motor equipment type.
External Cable Displays the External Cable Sizing Catalogue list, a list of
Sizing templates containing calculations for use when sizing cables.
Publish to AVEVA Used to export data to AVEVA NET. Refer to Export to AVEVA
NET NET.
AVEVA P&ID Import Used to import data from AVEVA P&ID. Refer to AVEVA P&ID
Load Tags Import.
AVEVA Diagrams Used to import data from AVEVA Diagrams. Refer to AVEVA
Import Configuration Diagrams Load Tag Import for further information.
From Other Project Used to catalogue datasheets from another project. Refer to
Import Catalogue Datasheets From Other Project
2.10 Claims
If a user attempts to edit an item which is currently being edited by another item, a message
is displayed to inform the user that the item is locked. For details of how to unlock claims,
refer to the Common Functionality User Guide.
3 Setup
A number of setup procedures may need to be carried out to specify options and for
entering and setting up data required when specifying engineering data. Continue at:
• Options
• Property Definitions
• Project Voltages
• Compartment Element Types
• Tag Formats
• Class Definitions
• Equipment Type Catalogue
• Loading Factors
3.1 Options
The Options window enables the user to specify various miscellaneous project settings,
including several options relating to datasheets.
To open the Options window, select Options from the Project tab.
The window includes two tabs:
• General Tab
• Datasheet Tab
Select the cable sizing standard to be used from the Cable Sizing Standard list.
If sizing of zero length cables is to be enabled, check the Allow Zero Length Cable Sizing
checkbox. In the Default Length field enter the default length that will be used when sizing
cables for which a length has not been entered.
Note: Refer to Cable Sizing for details of the Cable Sizing facility.
Select the default voltage for new equipment in the Default Voltage list.
If the short circuit calculation is to use the calculated cable temperature by default, click Use
Calculated Cable Temperature. If the short circuit calculation is to use the conductor
temperature by default, click Use Conductor Temperature.
Note: The list of voltages is maintained using the Voltages window. See Project Voltages
for details.
Select the default power units to be used when specifying motors (kW or hp) from the Motor
Power Units list.
Enter the names to be used to identify phases in the Phase Naming fields.
Set the number of revisions that appear in the revision history list by entering a number in
the Maximum Number of Revisions in History List field.
Specify which fields are to be available for the entry and display of information relating to
revisions by checking or unchecking the Use checkboxes in the Name Captions section as
required.
To change a field name caption, enter the required text in the Caption field. If no text is
entered into the Caption fields and the Use checkbox is checked, the default name shown
in the Field Name column will be used.
The properties of each datasheet include an "of" value. For example, a datasheet may be
sheet 1 of 2. If this value (e.g. "2") is to be calculated either by simply totalling the number of
sheets with the same datasheet number, the Use 1st sheet No. as starting value for sum
should be unchecked.
If the first sheet number (i.e. the lowest) is to be used as the basis for this calculation, this
checkbox should be checked. In other words, when the lowest number is more than one,
then the sheets with lower numbers that are implied to exist are taken into account.
If this setting is changed, a message will be displayed when preferences are saved asking
whether or not sheet numbers for existing datasheets should be recalculated. If No is
clicked, the change will only be applied to datasheets subsequently created or updated.
Note: To save any changes and close the Options window, click Save. Click Cancel to
close the window without any changes.
Note: If the user has a Catalogue Datasheet open at the same time as creating a new field,
the new field does not display until the datasheet is closed and then re-opened.
To display the Property Definitions window, select Setup > Property Definitions from the
Project tab:
Select Equipment from the Object Type list to view equipment properties and Process Data
to view process properties.
Note: These windows can also be accessed from the Datasheet Design window (refer to
Map Database Fields to Datasheet Cells for details).
New properties can also be created using the Auto Create Properties facility
available from this window (refer to Auto Create Properties for details).
Enter values in the Property Name and Caption fields. The Property Name is mandatory
and a message is displayed if no value is entered into the field.
If no value is entered in the Caption field the value in the Property Name is used.
Select the data type of the property (text, numeric (decimal), numeric (integer) or True/
False) from the Data Type list.
If the property type is process, if the new property has units, check the Has Units checkbox
(not present for equipment property types).
If the property type is equipment, click the button in the Equip Type field (not present for
process property types). The Select Equipment Type window is then displayed:
Select the types of equipment to add the property to by checking the appropriate
checkboxes. Click OK to exit the window. The selected types are then listed in the Equip
Type field.
If data entered for the new property is to be restricted to the values in a pick list, click the
button in the Pick List field. The Select Picklist window is then displayed:
Select the required picklist by double-clicking on it or clicking on it and clicking Select. The
window then exits and the selected picklist is displayed in the Pick List field.
If a numeric data type was selected in the Data Type field, the minimum and maximum
values that may be entered for the property may be specified in the Minimum Value and
Maximum Value fields.
For any data type except True/False, entries for the property may also be validated against
a regular expression entered in the Regular Expression field.
Click OK to return to the Property Definition window.
When all the required data for the property definition has been entered, click OK to return to
the Property Definitions window, where the new definition will now be listed.
If the property type is process, and if the Has Units checkbox was checked, a property
definition for the units of the new property is automatically created at the same time.
The name of a units property definition will be the name of the new property suffixed with the
units suffix specified in the Please enter a new Units Suffix window (see Preferences - the
default suffix is “Units”). The data type of units property definitions is text. Neither this or the
name may be changed.
The Property Name field cannot be edited. All other attributes may be edited. Click Save to
exit the window and save any changes.
Note that the selected equipment types may be changed from the Property Definitions
window by clicking the button that is displayed when the mouse cursor is hovered over a
field in the Equipment Type column. The Select Equipment Type window is then
displayed (see above for details).
Click Yes to continue with the deletion and return to the Property Definitions window. The
deleted Property Definition will be deleted and removed from the grid view.
Click No to cancel the deletion and return to the Property Definitions window.
If the selection has no references associated with it, a message will be displayed asking the
user to confirm the deletion.
Click Yes to confirm the deletion and return to the Property Definitions window. The
deleted property will be removed from the grid view.
Click No to cancel the deletion and return to the Property Definitions window.
Complete the Merged Property Name and Merged Property Caption fields. Completing
the Merged Property Name field is mandatory and a message is displayed if no value is
entered into the field.
Note: If the Delete existing Properties box is checked, all references to the deleted
properties will be changed to the new property.
Check one of the radio buttons in the bottom pane to select which one of the existing
properties values will be saved to the newly merged property.
When differences are found by the import process, the Property Definition Import window
is displayed listing the differences in the grid view.
Select individual properties to import by clicking their relevant checkboxes or choose all the
properties by clicking Select all. Clicking Cancel will return the user back to the Property
Definitions window without merging any properties.
Click Import to start the import process. A progress bar will be displayed followed by the
Import Log window.
The Import Log shows the user the import status and displays the successfully imported
files in the grid view.
Clicking Close closes the Import Log window. The imported definitions will be displayed in
the Property Definitions window.
3.2.6 Preferences
Clicking Preferences displays the Please enter a new Units Suffix window.
Enter a new suffix for the names of automatically generated units property definitions for
process property definitions with units (see Add New Property Definition). Click Save. All
units property definition names are automatically updated to include the new suffix.
Click on the + symbol next to a project voltage to view any equipment voltages set up for it.
For example:
To add a new project voltage, click New, and from the menu that is then displayed, select
Project Voltage. The Project Voltage Detail window is then displayed:
Enter the volts in the field provided and select the number of phases and the frequency from
the lists of values.
Click Save. The Voltage Detail window is closed and new project voltage is added to the
list in Project Voltages window.
To add a new equipment voltage, select the project voltage it is to be created for, click New,
and from the menu that is then displayed, select Equipment Voltage.
The selected project voltage is displayed at the top of the window. Enter the volts in the field
provided. The number of phases and the frequency of the project voltage are displayed and
cannot be changed.
To edit an existing project or equipment voltage, select it from the list and click Edit. The
Voltage Detail window is then displayed with the details of the selected voltage displayed.
Edit the details as required and click Save.
To delete a voltage, select it from the list and click Delete. A message is then displayed
requesting confirmation of the deletion. Click Yes to continue with the deletion.
If the voltage is being used on the project, a message is displayed saying that the voltage
cannot be deleted.
To access the Compartment Element Groups window select Setup > Compartment
Element Types from the Project tab.
The window lists the existing compartment element groups. Click on the + symbol next to a
group name to view the types within a group. For example:
If the User Defined checkbox for a group or type is checked, this means that the group or
type may be edited or deleted by the user. If it is unchecked this means it is required by
AVEVA Electrical (e.g. for the ETAP interface) and may not be edited or deleted. The setting
of this checkbox cannot be changed by the user.
Use the New button to create new groups and types. Continue at Create Element Groups
and Types.
Use the Edit button to edit groups and types. Continue at Edit Element Groups and Types.
Use the Delete button to delete groups and types. Continue at Delete Element Groups and
Types.
Use the Import From Other Project button to copy element types into the current project
from another AVEVA Electrical project. Continue at Import Element Types from another
Project.
Enter the group name and a description and click OK. The new group is then added to the
list of groups in the Compartment Element Groups window.
The element type group name is displayed at the top of the window.
Enter the name of the type in the Type field.
In the Caption field enter the text that will represent the type elsewhere in the user interface.
Enter a short form, e.g. and abbreviation for the type in the Short Name field.
Click OK. The new type is then added to the list of types in the selected group in the
Compartment Element Groups window.
To delete an element group or type, select it and click Delete. If a group or type that can be
deleted was selected, the following message is displayed:
If an element type is to be imported, check its Select checkbox. Click Select All to check all
the Select checkboxes.
When all required element types have been selected, click Import. The import then takes
place.
Details of the import are then displayed in the Import Log window.
If an element type is already present in the current project, it is updated with the details of
the imported element type. However, if the element type is in use, i.e. an element of this
type has been assigned to a compartment, it cannot be updated in this way.
Tag formats are selected for each AVEVA Electrical equipment class (refer to Class
Definitions for details) to define how the tag numbers of items within these classes are
formatted.
To view, add or edit tag formats, click Setup > Tag Formats in the Project tab to display the
Tag Formats window.
Note: The Free Form tag format (which is the default tag format for equipment) cannot be
edited.
Use the New button to create a new tag format. Continue at Define a New Tag Format.
Use the Edit button to edit an existing tag format. Continue at Edit a Tag Format.
Enter a project-unique name for the new format in the Tag Format field. Complete the
Description and Remarks fields as required.
The equipment attributes (“tag codes”) that the tag format will consist of, their order and the
delimiters separating them (if any), are defined in the Tag Codes section of the window.
Note: The list of available tag codes can be edited via the Tag Codes button. This must be
done before any tag codes are specified for a tag format (the Tag Codes button is
disabled once a tag code is selected). See Edit the List of Available Tag Codes for
details.
To add a tag code, click “Click here to assign Tag Code...” in the Tag Code field. A list of tag
codes (i.e. equipment attributes) is then displayed:
Repeat the above procedure for each required tag code and delimiter until the tag code has
been constructed as required, for example:
An example tag number in the specified format is displayed above the list of tag codes.
To change the order of a tag code and its following delimiter, select it, and click Up or Down
as appropriate to move the tag code up or down one position in the list of codes.
To delete a tag code and its delimiter, select it and click Remove. A message will be
displayed requesting that the user conform the deletion. Click Yes to continue.
Click Apply to save the new tag format without exiting the window.
Click OK to save the new tag format and exit the window.
Click New to clear all the window of all data.
Click Cancel to exit the window without saving the new tag format.
If the Update Tags checkbox was checked, the following warning message is displayed:
Note: The list of available tag codes can be edited via the Tag Codes button. This must be
done before changes to the tag codes are specified for a tag format (the Tag Codes
button is disabled once a tag code is selected). See Edit the List of Available Tag
Codes for details.
The window lists all tag codes. Tag codes currently available when constructing tag formats
have their Select checkboxes checked.
To make further tag codes available, check their Select checkboxes.
To make a currently available tag code unavailable, uncheck its Select checkboxes. Note
that this cannot be done for tag codes that have been used to construct a tag format. A
message is displayed to inform the user of this if it is attempted.
Note: New tag codes automatically have their Select checkboxes checked.
Modify the attributes of the tag code as required, then click OK or Apply. Note that the field
name cannot be edited.
Classes are defined and allocated tag formats using the Class Definitions window,
accessed by clicking Setup > Class Definitions in the Project tab
In the Class Definitions window, click New. The Class Details window is then displayed:
Enter the required details in the Class Name, Class Description and Remarks fields.
The Class Name and Class Description fields cannot be left blank. The entry in the Class
Name field must be unique for the project (i.e. it cannot be a name that another class
already has).
Click Apply to save the new class without exiting the window.
Click OK to save the new class and exit the window.
Click New to clear all the fields.
Click Cancel to exit the window without saving the new class.
Edit the details of the class as required. The Class Name and Class Description fields
cannot be left blank. The entry in the Class Name field must be unique for the project (i.e. it
cannot be a name that another class already has).
Click Apply to save the changes without exiting the window.
Click OK to save the changes and exit the window.
Click Cancel to exit the window without saving the changes.
Note: “System” classes, i.e. those supplied with the product cannot be deleted. Neither can
classes that have been assigned a tag format. A message will be displayed to inform
the user why the selected class cannot be deleted.
If classes that can be deleted were selected, the following message is displayed:
Select the filename, location and format in the usual way, and click Save to complete the
procedure.
Note: To minimise the possibility that data currently being worked on by another user may
be affected by an import, a list of the users working on the current project is available
from the UserCount link. The number of current users is displayed next to the link.
This total includes the user performing the import.
The Excel Column Name fields display the names of the columns in the spreadsheet. The
AVEVA Electrical Field fields displays the Electrical fields they are mapped to.
To map an Excel Column to an AVEVA Electrical database field, click in the AVEVA
Electrical Field field adjacent to the relevant Excel Column Name field, and select the
required AVEVA Electrical field from a drop-down list. To exclude a field from the import,
click Clear button in the grid against the field to be excluded or select the blank entry from
the mapping drop-down list.
Note: AVEVA Electrical automatically checks each Excel Column Name from the first row
in the Excel worksheet against fields names in AVEVA Electrical Database (if not
found then the field captions - as set in the Grid Manager). If a match is found then
AVEVA Electrical automatically adds the Field Name to the mapping list. The user
can select a different field from the mapping list if required.
Once the name and description for the mapping have been entered, click Save and the
mappings will be saved and added to the Saved Mappings drop down.
Note: Data can also be imported by just clicking on the Import button. However it may
save time to save the mappings if an import with those mappings is to be performed
again.
AVEVA Electrical displays a window showing all the columns in the Excel Workbook
selected earlier.
Once the mappings have been set up, click Import.
AVEVA Electrical will display the Import Options window from which the user may choose
to import reports one by one or in a batch. The batch option processes all records together
then displays a differences report enabling users to accept or reject each change. The one
by one option displays a differences report for each record one at a time.
Click on the required option. If field mappings are being tested, it is recommended that the
Process each Record and Show Differences one by one option is selected. AVEVA
Electrical will then process the data and show any differences in the Import Differences
window:
The Import Differences window shows the differences between AVEVA Electrical data and
proposed (imported Excel) data. If the one by one import option was selected, the difference
for a single record are listed. If the batch option was selected, differences for all records are
displayed.
To accept the changes either select individual field data by clicking the Accept checkbox for
each, or select the Accept All checkbox at the top of this window (all individual records will
be auto-selected).
To save the checked (accepted) data to the project, click Save.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
To cancel any import for the current tag record, click Close.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
The Import Log window shows the user the import status and displays the successfully
imported files in the grid view.
To open the Equipment Type Catalogue, select Setup > Type Code Catalogue from the
Project tab. The Equipment Type Code Catalogue window is then displayed:
These additional fields are also available in the windows used for creating and editing
equipment types (see below).
Continue at:
• Create New Equipment Types
• Edit Equipment Types
• Delete Equipment Types
• Export the Equipment Type Catalogue to Excel
• Import the Equipment Type Catalogue from Excel
From the Class Name list select the class of the equipment type. The Class Description
field is automatically completed with the description of the selected class.
Select an equipment type from the Equipment Type list.
In the Type Code field, enter the equipment type code (function). Enter a description of the
type code in the Description field.
The Class Name, Equipment Type and Type Code fields cannot be left blank. The
combination of class, type and type code must be unique, i.e it cannot already been have
assigned to another equipment type.
Click Apply to save the new equipment type without exiting the window.
Click OK to save the new equipment type and exit the window.
Click New to clear all the fields.
Click Cancel to exit the window without saving the new equipment type.
Select the filename, location and format in the usual way, and click Save to complete the
procedure.
To import from a spreadsheet, click Import from Excel. The Select excel workbook to
import window is displayed:
Note: To minimise the possibility that data currently being worked on by another user may
be affected by an import, a list of the users working on the current project is available
from the UserCount link. The number of current users is displayed next to the link.
This total includes the user performing the import.
The Excel Column Name fields display the names of the columns in the spreadsheet. The
AVEVA Electrical Field fields displays the Electrical fields they are mapped to.
To map an Excel Column to an AVEVA Electrical database field, click in the AVEVA
Electrical Field field adjacent to the relevant Excel Column Name field, and select the
required AVEVA Electrical field from a drop-down list. To exclude a field from the import,
click Clear button in the grid against the field to be excluded or select the blank entry from
the mapping drop-down list.
Note: AVEVA Electrical automatically checks each Excel Column Name from the first row
in the Excel worksheet against fields names in AVEVA Electrical Database (if not
found then the field captions - as set in the Grid Manager). If a match is found then
AVEVA Electrical automatically adds the Field Name to the mapping list. The user
can select a different field from the mapping list if required.
Once the name and description for the mapping have been entered, click Save and the
mappings will be saved and added to the Saved Mappings drop down.
Note: Data can also be imported by just clicking on the Import button. However it may
save time to save the mappings if an import with those mappings is to be performed
again.
AVEVA Electrical displays a window showing all the columns in the Excel Workbook
selected earlier.
Once the mappings have been set up, click Import.
AVEVA Electrical will display the Import Options window from which the user may choose
to import reports one by one or in a batch. The batch option processes all records together
then displays a differences report enabling users to accept or reject each change. The one
by one option displays a differences report for each record one at a time.
Click on the required option. If field mappings are being tested, it is recommended that the
Process each Record and Show Differences one by one option is selected. AVEVA
Electrical will then process the data and show any differences in the Import Differences
window:
The Import Differences window shows the differences between AVEVA Electrical data and
proposed (imported Excel) data. If the one by one import option was selected, the difference
for a single record are listed. If the batch option was selected, differences for all records are
displayed.
To accept the changes either select individual field data by clicking the Accept checkbox for
each, or select the Accept All checkbox at the top of this window (all individual records will
be auto-selected).
To save the checked (accepted) data to the project, click Save.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
To cancel any import for the current tag record, click Close.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
The Import Log window shows the user the import status and displays the successfully
imported files in the grid view.
To create a new factor, click New and enter the description and percentage value as
required. Up to four loading factors may be defined.
To delete a factor, select it from the list and click Delete.
Note: If a factor is deleted that has been associated with a load or loads, when the Save
button is clicked, a message is displayed warning that all calculations related to the
load(s) will become invalid. Click Yes to continue or No to cancel the deletion.
4 Loads List
The Loads list is the main window for adding/editing Loads. All Loads for the project are
shown in the Loads grid. The viewable columns, their captions, column size and order are
user-definable using the Grid Manager utility.
Refer to Working with the Data Grid for information on the grid controls including selecting a
load record, and sorting and filtering the grid data.
To edit data, the user can either double-click on a load record, or select it and click Edit on
the Home tab. The user can also edit most column data directly in the Grid itself by selecting
the cell and entering a new value, selecting a value from a pick list etc. Columns with a
yellow coloured background cannot be edited directly in the grid.
Datasheet No Column
Cells in the Datasheet No of the grid display a button in the right side of the cell when the
mouse cursor is hovered over them. This is used to assign the load to a datasheet or to view
and/or edit a datasheet if one is already assigned. See Assign, View and Edit Datasheets
for more details.
Supply Column
Cells in the Supply column of the grid display a button in the right side of the cell when the
mouse cursor is hovered over them. If a Load has not been allocated a supply, a supply can
be allocated by clicking on this button and selecting one from a list of available supplies. If a
supply has been allocated, this button can be used to select a different supply, or view and
edit the existing supply. See Assign Loads to Supplies for further details.
Grid PickLists
Some Loads list grid cells contain pick lists. The value lists in each pick list are generally
loaded from both the PickList library, plus any value that has been entered into the pick list's
field. Therefore manually adding a value into the pick list will add that new value to the
picklist for future use.
Note: A pick list may be set so that grid cells must be completed with the values in it, i.e.
other values may not be manually entered.
Note: Any value manually added directly into a grid pick list does not get added to the
picklist's value list until the Refresh toolbar command is used or the grid is re-loaded
(e.g. Electrical Engineer is re-started).
The following options are located on the List Tools - Loads tab:
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Actions Section
Create Wiring Used to create wiring between loads and supplies using pre-
defined Wiring Rules. Refer to Create Wiring for a Multiple Loads
for details.
Bulk Update Tag Used to change the tag format of multiple loads. Refer to Edit
Format Tag Formats of Multiple Loads for details.
Calculations Section
Cable Sizing Used to calculate cable sizes for loads. Refer to Calculate Single
Cable Size or Calculate Multiple Cable Sizes for details.
Cable Sizing Check Used to view a report showing the differences between current
and sized cable sizing related values for selected loads. Refer to
Cable Sizing Check Report for details.
Open All Opens a list of the documents attached to the selected loads.
Refer to View Attachments for details.
Reports Section
Cable Sizing Opens the Report Manager, from which a cable sizing report can
Report be generated.
Note that any delimiters defined for tag format are displayed after the fields they follow.
Complete the fields as required. Note that if the tag format includes “Function”, the list of
available functions (codes) will be restricted to the equipment type codes associated with
the selected class (refer to Equipment Type Catalogue for details).
The entered tag number is displayed at the bottom of the window. For example:
When the required tag data has been entered, click OK.
The Load Detail window is then displayed:
The Single Line Check Report button is used to run the Single Line Check Report for the
load. The report will display the Single Line Diagram for the supply assigned to the load. It is
disabled until a supply is assigned. See Single Line Check Reports for Loads.
Load Tab
To change the tag number, click the button next to the Tag No field to display the
Equipment Tag window again (see above).
If the selected tag format for the equipment includes “Area”, the Area No field displays the
plant area that the load is in, and cannot be changed. If the tag format does not include the
plant area, select it in this field.
The Area Path: displays the parent area(s) of the selected plant area, if there are any.
Select the rated power of the load in the Rated Power field.
Enter or select the other engineering details of the load (utilisation, voltage, power and
efficiency details etc) as required. Refer to Load Detail Window for further details.
The user can select a loading factor which will be used instead of the calculated value.
To select a different loading factor from the default, click the button next to the Loading
Factor field. The Loading Factors window is then displayed:
Select the required factor from the list (refer to Loading Factors for details of how this list is
set up).
Click Save. The selected factor is then displayed in the Loading Factor field.
From the Load tab, the load may also be assigned to a supply by clicking the Assign button
to open the Assign Supply window, or unassigned by clicking the Un-Assign button. See
Assign Loads to Supplies for details.
Note: Linked loads can be assigned using the Loads Assigned Tab.
If the load is a motor, a motor type can be selected by clicking the button in the Mechanical
Load field. The Select a Motor from Catalogue window is then displayed:
Use this window to select a catalogue motor (see Motor Catalogue) by double-clicking on it
or clicking on it then clicking Select. The Electrical Data fields on the Load tab will then be
completed with the details of the catalogue motor. These may be amended if required.
Note: All the data is copied from the motor catalogue. The system load calculations are
only executed when a load field is subsequently changed.
The Loads Assigned tab is used to link a load to the current load, so that the current load is
effectively the supplier of the linked load.
To assign a load to the current load, click Assign. The Assign Load window is displayed:
Note: Only a single load can be assigned in this way. If the load already has a load
assigned to it, an error message is displayed.
To select a load, double-click on the required load or click on it and then click Assign.
If, with the addition of the selected load, the sum of the rated power of the loads assigned to
the supply would be greater than the current load’s rated power, a warning message is
displayed, For example:
To un-assign a load, select it and click the Un-Assign button. A message is displayed
requesting that the un-assignment be confirmed. Click Yes to continue.
Detail Tab
The tab includes facilities for creating wiring for the load using a selected wiring rule and
assigning an External Cable Sizing template to a load. See Create Wiring and Allocate
Cable Sizing Templates to Equipment for details.
If the load is a motor, the tab includes additional fields for entering motor information:
The lower part of the tab consists of two sub-tabs. The General tab (see above) is used to
enter general project related data.
The Datasheet tab is used to enter order information and to assign the load to a datasheet
or to view and/or edit a datasheet if one is already assigned.
The window is identical to that used when creating a load (see Manually Add a Tag to the
Loads List), except as described below.
Click New to create a new load instead of editing the current load. The window as it appears
when creating a new load is then displayed.
Properties Tab
When a load is opened for editing, an additional Properties tab is displayed:
Use this tab to enter additional equipment and process data properties as required. Click on
the appropriate Select Properties Type option and enter or edit values as required.
Property names are setup from the Property Definitions option on the Project tab. Refer to
Property Definitions for details.
Click Yes. The Multi Field Edit (Bulk Edit) window is displayed:
Note: The columns in this window are the same as the columns in the current Grid view as
defined by the Grid Manager.
The window displays the current tag numbers of the loads selected in the Loads list, with
their class names (see Class Definitions) and tag formats.
The required tag format to be applied to all the listed loads is selected from the Tag Format
list.
By default, this list is restricted to the tag formats assigned to the classes of the listed loads.
If the listed loads are associated with different classes, only those tag formats common to all
those classes are available. Select the required format.
If required, the class of the listed loads can be changed. Uncheck the Lock Class
checkbox.
The Class Name list then becomes available. Select the required class from this list. The
Tag Format list will then list the tag formats associated with the selected class. Select the
required format.
Once the required tag format has been selected, click Next.
The window then lists the loads with the “proposed” tag numbers, i.e. the tag numbers of the
loads with the selected tag format applied.
The current tag number, and current and proposed classes and tag formats are also
displayed.
Only those loads with their Select checkboxes checked will have their tag numbers
changed. They are checked by default. Uncheck Select checkboxes as required. The
Select All checkbox can be used to uncheck (and re-check) all Select checkboxes.
When the required loads have been selected, click Next.
The following warning message is then displayed, warning that the “new” tag numbers
created by this procedure may duplicate those of other loads.
Note: A load can be assigned as linked to another load using the Loads Assigned Tab of
the Load Detail window. The linked load is supplied from the load it is linked to.
Note: Loads and their supplies can be designated when creating a Key One Line diagram.
See Create Content of Key One Line Diagrams for details.
Note: The voltage of a load cannot be changed once a supply is allocated. The load must
first be unassigned from the supply.
All available supplies are listed. If a transformer has more than one winding defined, each
will be listed.
In the case of MCCs and switchboards, select a compartment from the From Compartment
list.
Depending the on the supply type, the From Element/Circuit column will display the default
circuit (for distribution boards) or available compartment element (for MCCs and
switchboards) for each supply (if they have been defined).
If required, a different circuit/element may be selected from a list of values in this field, if
more than one has been defined.
To select a supply, double-click on it, or click on it and click Select.
If the selected supply is a distribution board without any circuits defined for it, the following
message will be displayed.
A circuit must be defined for the distribution board before it can be selected. See Supplies
List.
The selected supply is then displayed in the Supply cell in the Load list and in the Supplied
From section on the Load tab of the Load Detail window.
The load is automatically assigned to the first available spare busbar compartment of an
MCC or switchboard supply. If a spare compartment is not available it is automatically
created.
Click Change Supply Assignment. The Assign Supply window is then displayed. Select a
different supply as described in Assign Loads to Supplies.
Continue at:
• Import Load Data from Excel
• AVEVA P&ID Load Tags Import
• AVEVA Schematic Model Load Tags Import
• AVEVA Engineering Load Tags Import
• AVEVA Diagrams Load Tag Import
Click Browse and select the Excel file from which data is to be imported. Click Next >.
Note: To minimise the possibility that data currently being worked on by another user may
be affected by an import, a list of the users working on the current project is available
from the UserCount link. The number of current users is displayed next to the link.
This total includes the user performing the import.
The next window shows all the columns in the Excel spreadsheet to be imported. Select an
existing Field Mapping (if one for this Import type exists) from saved mappings drop down
or use the automatic mappings created by AVEVA Electrical and make changes to these
mappings (if required).
Excel Column Name fields display the names of the columns in the spreadsheet. The
AVEVA Electrical Field fields displays the Electrical fields they are mapped to.
To map an Excel Column to an AVEVA Electrical database field, click in the AVEVA
Electrical Field field adjacent to the relevant Excel Column Name field, and select the
required AVEVA Electrical field from a drop-down list.
To exclude a field from the import, click Clear button in the grid against the field that needs
to be excluded or select the blank entry from the mapping drop-down list.
Note: AVEVA Electrical automatically checks each Excel Column Name from the first row
in the Excel worksheet against fields names in AVEVA Electrical Database (if not
found then field Captions - as set in the Grid Manager). If a match is found then
AVEVA Electrical automatically adds the Field Name to the mapping list. The user
can select a different field from the mapping list if required.
Once the name and description for the mapping have been entered, click Save and the
mappings will be saved and added to the Saved Mappings drop down.
Note: Data can also be imported by just clicking on the Import button. However it may
save time to save the mappings if an import with those mappings is to be performed
again.
Note: Nameplate Power, Absorbed Power and Loading Factor are fields that can be
calculated as well as mapped. In order to handle any inconsistencies with the
imported data, the fields are given a priority. The order of priority is: Nameplate
Power, Absorbed Power, Loading Factor, with Nameplate Power being the most
significant.
If only Nameplate Power or only Absorbed Power is mapped then Loading Factor is
set to 100%.
To import a load, check its Select checkbox. Check the Select all checkbox to check all the
Select checkboxes.
Click Next >.
AVEVA Electrical will display the Import Options window from which the user may choose
to import reports one by one or in a batch. The batch option processes all records together
then displays a differences report enabling users to accept or reject each change. The one
by one option displays a differences report for each record one at a time.
Click on the required option. If field mappings are being tested, it is recommended that the
Process each Record and Show Differences one by one option is selected. AVEVA
Electrical will then process the data and show any differences in the Import Differences
window:
The Import Differences window shows the differences between AVEVA Electrical data and
proposed (imported Excel) data. If the one by one option was selected, the difference for a
single record are listed. If the batch option was selected, differences for all records are
displayed.
To accept the changes either, select individual field data by clicking the Accept checkbox for
each.
Or select the Accept All checkbox at the top of this window (all individual records will be
auto-selected).
To save the checked (accepted) data to the catalogue click Save.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
To cancel any import for the current tag record, click Close.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
After the differences have been displayed, the selected list of valid loads is then displayed:
Click Import to proceed with the import. The import then takes place. After the import is
complete, a log of the imported loads is displayed:
Note: To minimise the possibility that data currently being worked on by another user may
be affected by an import, a list of the users working on the current project is available
from the UserCount link. The number of current users is displayed next to the link.
This total includes the user performing the import. This functionality is only available
for SQL database projects.
Both the AVEVA P&ID and the AVEVA Electrical mapping fields will be empty until the user
selects a project file. To select a project file, click the browse button to the right of the
AVEVA P&ID Project file text field. A browser window will open allowing the user to
navigate to the required project file. After the project file is selected the AVEVA P&ID Data
Import Configuration window will refresh to display the default mapping.
If the user changes the AVEVA P&ID Project file setting, a warning message window will
be displayed informing the user that changing project files may corrupt the data.
Click Yes to accept the change of project or No to cancel.
The Elements Types field on the AVEVA P&ID Data Import Configuration window
enables the user to filter the data displayed in the grid view between Loads and Supplies
by selecting from the drop-down menu. The mapping data for Loads is imported into the
Loads List. The mapping data for Supplies is imported into the Supplies List.
To map a field click on the drop-down list in the AVEVA Electrical Field column and select a
value from the list.
Some of the fields in the AVEVA Electrical Field column are mandatory. If any of these
fields are not populated with a value and the user clicks Save, the user will prompted with a
message asking them to configure the mandatory field.
The user must click OK to return to the AVEVA P&ID Data Import Configuration window
and configure the mandatory field(s).
To save the changes made to the mapping fields click Save. To cancel the changes made to
the mapping fields click Cancel.
If the AVEVA P&ID Project is changed after data has been loaded, the Schematic Model
item unique id's stored in AVEVA Electrical will potentially be invalid. An additional
checkbox, Remove all the links for items previously imported from this project is
displayed on the AVEVA P&ID Data Import Configuration window.
Checking this checkbox removes all the unique id's allowing a subsequent import to correct
the tag list in line with the new project.
Import Tags from AVEVA P&ID
To import tags from AVEVA P&ID, select AVEVA P&ID Import from the Integration section
of the Manage tab to display the Import from AVEVA P&ID window.
The Import from AVEVA P&ID window displays totals of new and existing tags with the
option to import all the tags in a batch or one at a time.
The batch option processes all records together then displays a differences report enabling
users to accept or reject each change. The one by one option displays a differences report
for each record one at a time.
If that are any tags previously imported from AVEVA P&ID that have since been deleted in
AVEVA P&ID, the total of these is also displayed, and the Process deleted tags button
becomes active. Click Process deleted tags if these tags are also to be deleted from
Instrumentation.
The Import Differences window shows the differences between AVEVA Electrical data and
proposed (imported AVEVA P&ID) data. If the one by one import option was selected, the
differences for a single record are listed.
If the batch option was selected, differences for all records are displayed.
To accept the changes either select individual field data by clicking the Accept checkbox for
each, or select the Accept All checkbox at the top of this window (all individual records will
be auto-selected).
To save the checked (accepted) data to the project, click Save.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
To cancel any import for the current tag record, click Close.
If the one by one import option was selected, the window then displays the differences for
the next record, if there is one.
To cancel all further importing click Stop Import
The Import Log then shows the user the import status and displays the successfully
imported files in the grid view.
Note: To minimise the possibility that data currently being worked on by another user may
be affected by an import, a list of the users working on the current project is available
from the UserCount link. The number of current users is displayed next to the link.
This total includes the user performing the import.
The AVEVA Schematic Model Version field enables the user to chose which version of the
software to import from by selecting from a drop-down menu which list all the software
versions currently installed on the user's workstation.
The mapping fields will be empty until the user logs onto a Schematic database. Click the
browse button to the right of the AVEVA Schematic Model Version field. To connect to
Select Login to display the AVEVA Schematic Model Login window.
Complete the Project, Username, Password and Project MBD as appropriate and click
OK.
The Elements Types field allows the user to filter the data displayed in the grid view by
selecting an option from the drop-down menu.
The Elements Types field enables the user to filter the data displayed in the grid view
between Loads and Supplies by selecting from the drop-down menu. The mapping data for
Loads is imported into the Loads List. The mapping data for Supplies is imported into the
Supplies List.
To map a field, click on the drop-down list in the AVEVA Electrical Field column and select
a value from the list.
Some of the fields in the AVEVA Electrical Field column are mandatory. If any of these
fields are not populated with a value and the user clicks Save, the user will prompted with a
message asking them to configure the mandatory field.
The user must click OK to return to the AVEVA Schematic Model Data Import
Configuration window and configure the mandatory field(s).
To save the changes made to the mapping fields click Save. To cancel the changes made to
the mapping fields click Cancel.
If no data has previously been imported into the project, a message is displayed warning the
user that, after importing data from AVEVA Schematic Model the user will be prevented from
importing data from AVEVA P&ID.
If the user clicks No a message window is displayed informing the user that the import has
been terminated.
Click OK to return to the Loads grid view.
If the user clicks Yes the AVEVA Schematic Model Login window is displayed.
Complete the Project, Username, Password and Project MBD as appropriate and click
OK.
Note: If the field mappings have not been set, the AVEVA Schematic Model Data Import
Configuration window is displayed. Refer to AVEVA Schematic Model Import
Configuration for further information. If the user clicks Cancel, a message window is
displayed informing the user that the import cannot continue without the Field
mappings being set.
If field mappings have been setup, the Import from AVEVA Schematic Model window is
displayed:
The Import from AVEVA Schematic Model window displays totals of new and existing
tags with the option to import all the tags in a batch or one at a time.
The batch option processes all records together then displays a differences report enabling
users to accept or reject each change. The one by one option displays a differences report
for each record one at a time.
If that are any tags previously imported from AVEVA Schematic Model that have since been
deleted in AVEVA Schematic Model, the total of these is also displayed, and the Process
deleted tags button becomes active. Click Process deleted tags if these tags are also to
be deleted from Electrical
The Import Differences window shows the differences between AVEVA Electrical data and
proposed (imported AVEVA Schematic Model) data. If the one by one import option was
selected, the differences for a single record are listed.
If the batch option was selected, differences for all records are displayed.
To accept the changes either select individual field data by clicking the Accept checkbox for
each, or select the Accept All checkbox at the top of this window (all individual records will
be auto-selected).
Setup the required mappings. The procedure is similar to that described in AVEVA
Schematic Model Import Configuration.
Setup the required mappings. The procedure is similar to that described in AVEVA
Schematic Model Import Configuration.
Note: A PC must have a license for the Wiring Manager module for this feature to be
available in Engineer.
Wiring Rules are created and maintained using the Wiring Manager module (see the Wiring
Manager documentation for details).
Continue at:
• Assign Wiring Rules
• Create Wiring for a Single Load
• Create Wiring for a Multiple Loads
Click the button in the Wiring Rule field. The Wiring Rule List window is then displayed:
The window lists all the Wiring Rules set up in Wiring Manager. To view a graphical
representation of the rule, click on its name in the list.
To select a rule, double-click on it. The Wiring Rule List window then closes and the
selected rule name is displayed in the Wiring Rule field in the Load Detail window.
All the selected loads are listed. If a wiring rule has not been assigned to a load, this is
indicated in the Result column. Also, the checkbox in the Select column will be unchecked
for such loads.
To continue, click Create. Wiring is then created for each load for which a rule has been
assigned, except for those loads with no supply assigned, as indicated in the Result
column:
The report is automatically generated using the default distribution diagram symbols defined
for the project (see Add and Edit Distribution Diagram Project Symbols).
Click Save Layout to save the SLD to the Distribution Diagrams list. The diagram is saved
with the load tag as its document number.
Refer to View/Edit Distribution Diagrams for further details, including information on how to
edit diagrams.
Note: The Attached Documents window can also be viewed when editing a tag by clicking
the Attached Documents link on the Load Detail window.
To view the attached document assigned to a tag, highlight the tag and click Open.
The file to be attached is selected by clicking the button to the right of the Document field. A
file browser window is opened allowing the user to navigate to the file. Select the required
file and click Open on the file browser window to close the file browser window and return to
the Attached Document Details window with the Document field populated.
The user can select a document type from the Type drop-down list or manually enter a new
type. An optional description can be entered in the Description text box.
By checking the Public checkbox the user can share the attachment with all the users on
the same project. Leaving the Public box un-checked will set the attachment to private and
only the originator will have access to the attachment.
Click OK to close the Attached Document Details window and return to the Attach
Documents window with the new attachment displayed in the grid. Click Apply to save the
details of the attachment without exiting the window. Click Cancel to return to the original
Attached Documents window.
Note: Only the association to the attached document is deleted. Neither the tag or the
actual document file is deleted.
All data is the grid is display-only. It cannot be edited, deleted or added to.
5 Supplies List
The Supplies List is the main window for adding/editing Supplies. All Supplies for the
project are shown in the Supplies grid. The viewable columns, their captions, column size
and order are user definable using the Grid Manager utility.
Refer to Working with the Data Grid for information on the grid controls including selecting a
supply record, and sorting and filtering the grid data.
To edit data the user can either double-click on a supply record, or select it and click Edit on
the Home tab. The user can also edit most column data directly in the grid itself by selecting
the cell and entering a new value, selecting a value from a Pick list etc. Columns with a
yellow coloured background cannot be edited directly in the grid.
Datasheet No Column
Cells in the Datasheet No of the grid display a button in the right side of the cell when the
mouse cursor is hovered over them. This is used to assign the supply to a datasheet or to
view and/or edit a datasheet if one is already assigned. See Assign, View and Edit
Datasheets for more details.
Grid PickLists
Some Supplies list grid cells contain pick lists. The value lists in each pick list are generally
loaded from both the PickList library, plus any value that has been entered into the pick list's
field. Therefore manually adding a value into the pick list will add that new value to the
picklist for future use.
Note: A pick list may be set so that grid cells must be completed with the values in it, i.e.
other values may not be manually entered.
Note: Any value manually added directly into a grid pick list does not get added to the
picklist's value list until the Refresh toolbar command is used or the grid is re-loaded
(e.g. Electrical Engineer is re-started).
The following options are located on the List Tools - Supplies tab:
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Open All Opens a list of the documents attached to the selected supplies.
Refer to Attachments (External Documents) for details.
Bulk Update Tag Used to change the tag format of multiple supplies. This facility is
Format the same as the one provided for editing multiple loads. Refer to
Edit Tag Formats of Multiple Loads for details.
Reports Section
Load Schedule Opens the Report Manager, from which a load schedule report
can be generated.
Distribution Board Opens the Report Manager, from which a distribution board
Schedule schedule report can be generated.
Model Supply Tags Import), and from AVEVA Tags (see AVEVA Tags Supply Tags Import).
Supplies can also be created from the Equipment List, and when creating/editing a Key Line
Diagram (see Create Content of Key One Line Diagrams).
Double-click on the required equipment type, or click on it and then click Select.
The Equipment Tag window is then displayed:
The Tag Format list is then populated with all the tag formats that have been assigned to
the selected class (the class designated the primary class is automatically pre-selected).
Select the required tag format from this list.
The fields displayed under the Tag Format list will depend on the fields that the selected tag
format consist of (refer to Tag Formats for details).
If the “Free Form” tag format is selected (see above), simply enter the required tag in the
Equipment No field.
If a different tag format is selected, the displayed fields will change to reflect this. For
example:
Note that any delimiters defined for tag format are displayed after the fields they follow.
Complete the fields as required. Note that if the tag format includes “Function”, the list of
available functions (codes) will be restricted to the equipment type codes associated with
the selected class (refer to Equipment Type Catalogue for details).
The entered tag number is displayed at the bottom of the window. For example:
When the required tag data has been entered, click OK.
The Supply Details window is then displayed (or the Transformer Details window if that
type of supply was selected):
The Single Line Check Report button is used to run the Single Line Check Report for the
supply. See Single Line Check Reports for Supplies.
For details of the tabs, which vary depending on the type of supply, continue at:
• General Tab
• Loads Assigned/Windings Tab - General
• Loads Assigned Tab - MCCs and Switchboards
• Loads Assigned Tab - Distribution Boards
• Winding Tab - Transformers
• Loads Assigned Tab - Junction Boxes, UPSs, Generators, Miscellaneous Supplies,
Variable Speed Drives and Sources
• Detail Tab
• Compartments Tab - MCCs and Switchboards
Assign Supplies
If the supply is of an equipment type which can itself be supplied (i.e. an MCC, Junction
Box, Distribution Board, Transformer, Switchboard, UPS, Miscellaneous Supply or Variable
Speed Drive), the tab includes additional facilities for displaying the supply:
For an MCC, Distribution Board or Switchboard, supplies are assigned to each incomer
using the Details tab of the Loads Assigned/Winding tab of the supply. See Loads
Assigned Tab - MCCs and Switchboards and Loads Assigned Tab - Distribution Boards.
For a Transformer, UPS, Miscellaneous Supply or Variable Speed Drive, to assign a supply,
click the Assign button (the supply must be saved first).
Note: Loads and their supplies can be designated when creating a Key One Line diagram.
See Create Content of Key One Line Diagrams for details.
Note: The voltage of a supply cannot be changed once a supply is allocated to it. The
supply must first be unassigned from the supply.
All available supplies are listed. If a transformer has more than one winding defined, each
will be listed.
In the case of MCCs and switchboards, select a compartment from the From Compartment
list.
Depending the on the supply type, the From Element/Circuit column will display the default
circuit (for distribution boards) or available compartment element (for MCCs and
switchboards) for each supply (if they have been defined).
If required, a different circuit/element may be selected from a list of values in this field, if
more than one has been defined.
To select a supply, double-click on it, or click on it and click Select. If required, multiple
supplies may be selected from the list.
If the selected supply is a distribution board without any circuits defined for it, the following
message will be displayed.
A circuit must be defined for the distribution board before it can be selected (see Loads
Assigned Tab - Distribution Boards).
The selected supply is then displayed in the Supplied From section on the General tab.
To assign additional supplies, click the Assign button again and proceed as described
above.
The (current) fed item is automatically assigned to the first available spare busbar
compartment of an MCC or switchboard supply. If a spare compartment is not available it is
automatically created.
Un-Assign Supplies
For a Junction Box, Transformer, UPS, Miscellaneous Supply or Variable Speed Drive, to
unassign a supply or supplies from a supply, select them in the Supplied From section on
the General tab and click Un-Assign. A message is displayed asking that the un-
assignment be confirmed. Click Yes to continue.
For an MCC, Distribution Board or Switchboard, supplies are unassigned from incomers
using the Details tab of the Loads Assigned/Winding tab of the supply. See Loads
Assigned Tab - MCCs and Switchboards and Loads Assigned Tab - Distribution Boards.
Note: Loads can also be assigned to supplies using Loads list facilities. See Assign Loads
to Supplies.
Note: Loads and their supplies can be designated when creating a Key One Line diagram.
See Create Content of Key One Line Diagrams for details.
Note: The voltage of a supply cannot be changed once a load is allocated or a protection
device or incomer is added to it. Any loads must first be unassigned and protection
devices and incomers deleted.
The appearance of the tab and the procedure carried out to assign loads using it depends
on the equipment type of the supply. Continue at:
• Loads Assigned Tab - MCCs and Switchboards
• Loads Assigned Tab - Distribution Boards
• Winding Tab - Transformers
• Loads Assigned Tab - Junction Boxes, UPSs, Generators, Miscellaneous Supplies,
Variable Speed Drives and Sources
Note: The supply must be saved before a load can be assigned.
The tab includes a sub-tab for each busbar of the MCC or distribution board.
Refer to Supply Detail Window for details of the fields in the Maximum Demand and
Diversity sections of the tab.
By default, new equipment has a single busbar. If another busbar is required, click the
button (use the button to remove a selected busbar - if there is only one busbar it cannot
be removed). Another sub-tab is added to the tab. For example:
By default, each busbar is assigned a name automatically, e.g. Busbar 2, Busbar 3 etc.
Couplers to link the busbars are created using the Details tab of the busbars (see below).
If required, change the Diversity Factor values from their default settings.
Each busbar tab includes four further sub-tabs, Loads, Details, Output Voltages and
Properties.
Loads Tab
The tab shows those busbar compartments with loads assigned. Busbar compartments
without a load assigned are not displayed, nor are compartments for connectors from
supplying items. All compartments can be viewed on the Compartments tab (see
Compartments Tab - MCCs and Switchboards).
A load is automatically assigned to the first available spare busbar compartment. If a spare
compartment is not available it is automatically created for the load. The loads will be
assigned to a default “Connector” element created with the automatically generated
compartments. This can subsequently be replaced in the Compartments tab.
To assign loads to the busbar:
1. Click the Assign button. The Assign Load window is displayed:
2. To select the load or loads, first select one of the busbar’s output voltages from the
Output Voltage list. The output voltages for a busbar are viewed and specified using
the Output Voltages Tab.
3. The loads that match the selected output voltage are then listed (including supplies that
may be loads). Check the checkboxes in the Select column for the loads to be
assigned, then click Assign.
4. If, with the addition of the selected loads, the sum of the rated power of the loads
assigned to the supply would be greater than the supplies rated power, a warning
message is displayed. For example:
Details Tab
The Details tab is used to view and edit additional details of a busbar, specifically its name,
description, Rated Voltage (cannot be edited), Rated Load, Rated Current and Fault
Current.
Busbar incomer protection devices may also be added and edited using this tab, and details
of any couplers may be viewed.
Incomer protection devices are added by assigning a supply to the busbar. As part of this
procedure a compartment. and a protection device within that compartment are selected. If
no unused compartment is available, they will be automatically generated.
To assign a supply:
1. Click the Assign button. The Assign Supply window is then displayed:
All available supplies are listed. If a transformer has more than one winding defined,
each will be listed.
Depending on the supply type, the Circuit column will display the default circuit (for
distribution boards) or spare (for MCCs and switchboards) for each supply (if they have
been defined).
If required, a different circuit/spare may be selected from a list of values in this field, if
more than one has been defined.
2. To select a supply, double-click on it, or click on it and click Select. If required, multiple
supplies may be selected from the list.
If the selected supply is a distribution board without any circuits defined for it, the
following message will be displayed.
A circuit must be defined for the distribution board before it can be selected (see Loads
Assigned Tab - Distribution Boards).
3. If more than one unused compartment is available, select it from the Compartment list.
If there is only one compartment available, this will be the only one listed.
4. If the selected compartment has more than one element available, select it from the To
Element list. If the compartment has only a single element available, this will be
selected automatically.
If there are no compartments available (a compartment must have an “unused”
element in order to be treated as available), none will be listed. A compartment will
automatically be generated for the protection device associated with the supply. The
supply will be assigned to a default “Connector” element created with the automatically
generated compartment. This can subsequently be replaced in the Compartments Tab
- MCCs and Switchboards.
5. Click Assign. The selected supply is then displayed in the From field for the incomer.
To select a different supply for the incomer, or to unassign the current supply, click the
button in the From field. The Assign Supply window is then displayed. As required, either
select a different supply as described above, or click the Not Assigned button to unassign
the supply.
The Ext. CS Template field is used to assign an External Cable Sizing template to an
incomer. See Allocate Cable Sizing Templates to Equipment for details.
To unassign a supply, click Unassign. A message will then be displayed requesting that the
un-assignment be confirmed. Click Yes to continue.
To access details of a compartment on the Compartments tab, double-click on it. The
Compartments tab is then displayed with the node of the selected compartment expanded.
Refer to Compartments Tab - MCCs and Switchboards for details.
Couplers linking the busbars of an MCC or Switchboard are created in the Coupler section
of the Details tab.
To create a coupler or couplers linking the busbars of the MCC or Switchboard, click
Couple. The Assign Load window is then displayed:
Select one of the busbar’s output voltages from the Output Voltage list. The output voltages
for a busbar are viewed and specified using the Output Voltages Tab.
The window then lists the busbars with matching voltages. To create couplers linking these
busbars, click their Select checkboxes, then click Assign.
The busbars connected via the couplers are then assigned as loads are then assigned to
current the busbar. They are assigned to the first available spare compartments of the
busbar.
If there are no or not enough spare compartments, the required compartment or
compartments will be automatically generated. The couplers will be assigned to a default
“Connector” element created with the automatically generated compartments. This can
subsequently be replaced in the Compartments Tab - MCCs and Switchboards.
The coupler compartments are then listed in the Coupler section:
To “decouple” a busbar from the current busbar, select the coupler compartment from the
above list, and click Decouple.
A message is then displayed requesting that the user confirm that this is required. Click Yes
to continue.
Loads fed by MCC and Switchboard busbars must have a voltage matching one of the
supply output voltages listed on this tab. The default output voltages are displayed above.
To add another voltage to the busbar, click Add. The Select Voltage window is displayed:
The window lists the pre-defined list of project voltages (refer to Project Voltages for details).
Click on the required voltage and click OK to add it to the list in the Output Voltages tab.
To remove an output voltage, select it in the tab and click Remove. A message will then be
displayed requesting that the deletion be confirmed. Click Yes to continue.
If the voltage is the only one listed in the tab, it cannot be deleted. (the busbar must have at
least one output voltage). A message will be displayed to inform the user of this and the
deletion will be cancelled.
A supply voltage cannot be deleted either if it is in use by a fed item. A message will be
displayed to inform the user of this and the deletion will be cancelled.
Properties Tab
The Loads Assigned tab displays details of the Distribution Board’s busbar. If required,
change the Diversity Factor values from their default settings.
Refer to Supply Detail Window for details of the fields in the Maximum Demand and
Diversity sections of the tab.
The tab includes four further sub-tabs, Loads, Details, Output Voltages and Properties.
Loads Tab
This tab is assign to add circuits to the distribution board and to allocated loads to those
circuits.
To add a circuit or circuits, click View Designer. The Distribution Board Viewer window is
then displayed:
The window displays details of the distribution board and the current load balance.
The view will automatically zoom to display all circuits and loads at once.
The following viewing facilities are located at the bottom of the window:
• To view in and out use the Scale slider or plus and minus buttons.
• Click Scale to Fit to zoom out or in so that contents of the diagram fits the window.
To add a circuit, click either Add 1 Phase Way, Add 2 Phase Way, Add 2 Phase Way + N,
Add 3 Phase Way or Add 3 Phase Way + N as required.
Note: The Add 2 Phase Way + N and Add 3 Phase Way + N buttons are only available if
the Has Neutral checkbox on the Detail tab is checked.
If Add 1 Phase Way, Add 3 Phase Way or Add 3 Phase Way + N is clicked, the selected
circuit type is then added to the viewer. If Add 2 Phase Way or Add 2 Phase Way + N is
clicked, the Options window is displayed:
Select the required phase option. The 2 phase way circuit is then added to the viewer, plus
a neutral termination if that option was selected.
Continue to add circuits as described above until all required circuits have been added. For
example:
To view and edit details of a protection device, double-click on the phase in the viewer. The
Protection Device Detail window is then displayed:
Refer to Create Compartment Typicals for details of this window. Edit the default details as
required and click Save.
To add a load to a phase, select the phase and click Assign Load. The Assign Load (Drag
& Drop) window is then displayed:
Select one of the distribution board’s output voltages from the Output Voltage list. The
output voltages for a distribution board are viewed and specified using the Output Voltages
Tab.
The windows then lists the available loads (including supplies that may be loads) with
voltages matching the selected output voltage.
Select the required load by dragging and dropping it from the window onto a phase.
The load is the added to the view and the load balance figure is automatically updated. For
example:
Note: Loads may also be assigned from the Loads tab as explained below.
To create, size and/or apply wiring rules to the cables between the distribution board and
any assigned loads, click Size Cables. The Cable Creation List window is then displayed:
The window list all potential cables from the distribution board to its assigned loads.
Each potential cable is listed with a default name in the format <distribution board
equipment number>/<load equipment number>. Enter a different name if required. If the
cable has already been created the cable name is “greyed out” and cannot be edited.
If a cable is to be created, check its Create checkbox.
If it is to have a wiring rule applied to it, check its Run Wiring Rule checkbox.
If it is to be sized check its Size Cable checkbox.
If either the Run Wiring Rule or the Size Cable checkbox is checked, the Create checkbox
is checked automatically. If the Create checkbox is unchecked, the other two checkboxes
will be automatically unchecked.
Use the Select / Deselect All rows controls at the bottom of the window to check/uncheck
all checkboxes for the selected option.
Click Ok once the required options are selected. The selected cables are then created, and
where that option was selected, wiring rules assigned to the fed items are applied to the
cable, its terminations etc.
Cables for which the Size Cable checkbox is checked are sized using automatically
assigned parameters (length etc). The results of this procedure are then displayed in a log
window.
Once a cable has been created it is labelled with its name in the viewer. For example:
Details of a cable can be viewed and edited either by double-clicking on it, or right-clicking
on it and selecting Edit Cable from the menu that is then displayed. The Cable Details
window is then displayed. Refer to AVEVA Electrical Wiring Manager documentation for
details.
To delete a circuit, select it in the viewer by clicking on the circuit number (the circuit will be
outlined in blue if selected) and press the Delete keyboard button.
To print the design, click Print. A standard Print window is then opened.
To export to design to a PDF file, click Export to PDF. A standard Save file as window is
then opened.
Click Close to exit the window. The new circuits are then listed in the Loads tab.
To assign a load to a circuit phase from the Loads tab, select the circuit phase and click on
the button that is displayed in the Equipment No. field when the mouse cursor is hovered
over it. The Assign Load window is then displayed:
Select one of the distribution board’s output voltages from the Output Voltage list. The
output voltages for a distribution board are viewed and specified using the Output Voltages
Tab.
The windows then lists the available loads (including supplies that may be loads) with
voltages matching the selected output voltage. Select the required load by double-clicking
on it or clicking on it and clicking Assign.
If, with the addition of the selected load, the sum of the rated power of the loads assigned to
the supply would be greater than the supplies rated power, a warning message is displayed.
For example:
The selected load is then displayed in the Equipment No. field for the circuit.
To un-assign a load from a circuit or circuits, select the circuit or circuits in the Loads tab
and click the Un-Assign button. A message is displayed requesting that the un-assignment
be confirmed. Click Yes to continue.
To delete circuits from a distribution board, select them from the Loads tab and click the
Delete Circuit button. A message is displayed requesting that the deletion be confirmed.
Click Yes to continue. The circuits are then deleted. Any loads assigned to deleted circuits
are un-assigned from the supply.
Details Tab
The Details tab is used to view and edit additional details of a busbar, specifically its name,
description, Rated Voltage (cannot be edited), Rated Load, Rated Current and Fault
Current.
Busbar incomers may also be added and edited using this tab, in the same way as for
MCCs and Switchboards. See Details Tab for details.
Loads fed by Distribution Boards must have a voltage matching one of the supply output
voltages listed on this tab. The default output voltages are displayed above.
Output voltages can be added and removed from this list as required. See Output Voltages
Tab for details.
Properties Tab
Loads Tab
Select one of the transformer’s output voltages from the Output Voltage list. The output
voltages for a transformer are viewed and specified using the Output Voltages Tab.
The windows then lists the available loads (including supplies that may be loads) with
voltages matching the selected output voltage. Select the required load by double-clicking
on it or clicking on it and clicking Assign.
If, with the addition of the selected load, the sum of the rated power of the loads assigned to
the supply would be greater than the supplies rated power, a warning message is displayed.
For example:
Details Tab
The Details tab is used to view and edit additional details of a winding, such as its name,
description, impedance, voltage etc.
Loads fed by windings must have a voltage matching one of the supply output voltages
listed on this tab. The default output voltages are displayed above.
Output voltages can be added and removed from this list as required. See Output Voltages
Tab for details.
Properties Tab
To assign a load to a junction box, UPS, generator, miscellaneous supply, variable speed
drive or source, click the Assign button on the Loads Assigned tab.
The Assign Load window is displayed:
Select one of the supply’s output voltages from the Output Voltage list. The output voltages
for a supply are viewed and specified using the Output Voltages sub-tab of the Detail Tab.
The windows then lists the available loads (including supplies that may be loads) with
voltages matching the selected output voltage. Select the required load by double-clicking
on it or clicking on it and clicking Assign.
If, with the addition of the selected loads, the sum of the rated power of the loads assigned
to the supply would be greater than the supplies rated power, a warning message is
displayed, For example:
To un-assign loads, select them from the list and click the Un-Assign button. A message is
displayed requesting that the un-assignment be confirmed. Click Yes to continue.
Note: This field is not displayed for MCCs, switchboards and distribution boards. For these
types of supply, external cable sizing templates are assigned to incomers instead.
For distribution boards, a Has Neutral checkbox is included. Check this checkbox if the
distribution board is to include neutral terminations.
Neutral terminations may then be added for the distribution board when using the
Distribution Board Viewer (see Loads Assigned Tab - Distribution Boards) to add circuits.
Note: Once checked, the checkbox may not be unchecked while there are any protection
devices assigned to a distribution board. All circuits must first be deleted.
If the supply is a transformer note that the Consumed Power fields are not present.
The lower part of the tab consists of two or three sub-tabs, depending on the supply type.
The General tab (see above) is used to enter general project related data.
The Datasheet tab is used to enter order information and to assign the supply to a
datasheet or to view and/or edit a datasheet if one is already assigned.
Note: MCCs, Switchboards, Distribution Boards and Transformers do not have this tab. For
these supplies, output voltages are defined separately for each busbar or winding on
their Loads Assigned tabs.
Output voltages can be added and removed from this list as required. See Output Voltages
Tab for details.
Details of MCC and Switchboard compartments, including compartment elements and their
details, are viewed, added and specified using the Compartments tab.
Expand the equipment node to view a node for each of the busbars. Expand a busbar node
to view the compartments in that busbar. Compartment nodes can then be expanded to view
the devices in a busbar.
For example:
Compartments can also be added automatically when loads are assigned, when incomer
protection devices are added, when couplers are created, and when busbars are added
using the Loads Assigned tab (refer to Loads Assigned Tab - MCCs and Switchboards for
details).
Default “Connector” elements will be created with automatically generated compartments.
These can subsequently be replaced in this tab.
Note: The Attached Documents link is used to access the Attached Documents window,
which is used to attach documents to the load and view a list of documents already
assigned. See Attachments (External Documents) for details.
New compartments are automatically added to the bottom of the list of compartments
assigned to a busbar. To change the position of a compartment in the list, select it and use
the Up and Down buttons.
To move a compartment to a different busbar, right-click on it. A list of the other busbars of
the supply is then displayed. Click on the required busbar to complete the re-assignment.
Double-click on the required equipment (compartment element) type, or click on it and then
click Select.
Note: Compartment element types are specified using the Compartment Element
Groups window. Refer to Compartment Element Types for details.
An element of the selected type is then added to the compartment with default details. For
example:
The element will then be assigned as a fed item for the selected element. If that item is
already feeding another element, the element will added as a second fed item, and listed in
the Fed Item 2 field. For example:
If there is already a second fed item it will be moved to the third fed item slot, and so on
Note: Compartment elements may feed more than two other elements, but the window will
only display the first two.
Note: When a load that is not a compartment element is assigned to a compartment (for
example by using the Loads Assigned tab facilities), it is automatically added as the
first fed item of the last element added to the compartment, and listed in the Fed
Item 1 field for that element. If there is already a compartment element assigned as
that element’s first fed item, that element is automatically reassigned as the
element’s second fed item (and listed in its Fed Item 2 field). If there is already a
second fed item it will be moved to the third fed item slot, and so on.
Click on the button next to the Compartment Typical field. The Select from Catalogue
window is then displayed:
The window lists the compartment typicals from the Compartment Typicals Catalogue.
Double-click on the required typical, or click on it and then click Select.
The Select from Catalogue window then closes and the selected typical is displayed in the
Compartment Typical field in the Compartment Detail window. For example:
Click OK. The compartment is then populated with the elements defined for the typical. For
example:
Once a compartment typical has been defined for a compartment, individual elements
cannot be added to the compartment, nor can additional compartment typicals be selected.
To replace the compartment typical with a different compartment typical, repeat the above
procedure and select a different typical.
To remove the compartment typical without replacing it with another typical, access the
Select from Catalogue window and click the None button, then click the OK button of the
Compartment Detail window.
The following message is then displayed:
To delete the typical and its elements from the compartment, click No.
To unassign the typical from the compartment, but without deleting the elements, click Yes.
If this option is selected, the “typical” elements are replaced with individual compartment
elements with the same details as the typical elements.
Note: Connector type compartment elements cannot be edited. These are “place-holder”
elements which are automatically added to automatically generated compartments
(e.g. those created for incomers and couplers).
The automatically generated names displayed in the Name field are taken from the short
form name of the selected compartment element type, suffixed with a number. For elements
from compartment typicals, these cannot be changed. For other elements, these may be
amended if required.
Add or edit details in the Catalogue Information section of the window as required. The
details in this section can also be completed by selecting an element from the Compartment
Elements Catalogue.
If an element is selected from the catalogue, the details of the element in the compartment
are automatically changed when the details if the catalogue element is changed.
Details of elements selected from the catalogue can only be changed directly by
“customising” them: the fields in the Catalogue Information section of the window are not
accessible by the user. Customising breaks the link between the element in the
compartment and the catalogue element, i.e. changes to the catalogue element will no
longer result in the compartment element being changed.
Click the Customize button. A message is then displayed requesting that the user confirm
that customisation is required. Click Yes. The fields in the Catalogue Information section
then become editable.
The other busbars are then listed in a sub-menu. Select the required busbar. The
compartment and its elements are then moved to that busbar.
Select the required busbar. A further sub-menu listing that busbar’s available compartments
is then displayed. Click the compartment that the load is to be moved to.
The Options window is then displayed:
If the elements in the source compartment are also to be moved to the target compartment,
click Move the Elements from the source Compartment to the target Compartment. If
this option is selected, the elements in the target compartment will be deleted.
If the elements in the source compartment are to be left in the source compartment, click
Don’t move the Elements from the source Compartment. From the list below this option,
select the compartment element that the load will be assigned to as its fed item. On
reassignment, the load will be listed in the Fed Item 1 field of that element.
When the required option is selected, click OK to complete the reassignment.
If the sum of the rated power of the loads assigned to the supply is greater than the supplies
rated power, a warning message is displayed.
Click OK to continue.
The Supplies Details window is then displayed:
The window is identical to that opened when creating a supply (see Manually Add a Tag to
the Supplies List), except as described below.
Properties Tab
When a supply is opened for editing an additional tab, Properties, is displayed:
Use this tab to enter additional equipment and process data properties as required. Click on
the appropriate Select Properties Type option and enter or edit values as required.
Property names are setup from the Property Definitions option on the Project tab. Refer to
Property Definitions for details.
The datasheet is then shown by the Datasheets viewer. Refer to Datasheet Data Entry.
The report is automatically generated using the default distribution diagram symbols defined
for the project (see Add and Edit Distribution Diagram Project Symbols).
Click Save Layout to save the SLD to the Distribution Diagrams list. The diagram is saved
with the load tag as its document number.
Refer to View/Edit Distribution Diagrams for further details, including information on how to
edit diagrams.
6 Packages List
The Packages List is the main window for adding/editing equipment packages in your
project and for assigning equipment to them. The viewable columns, their captions, column
size and order are user definable using the Grid Manager utility.
Refer to Working with the Data Grid for information on the grid controls including selecting a
record, and sorting and filtering the grid data.
The Packages list consists of two grids. The main, upper grid displays general details of the
packages in the project. The lower grid displays details of any equipment assigned to the
package currently selected in the upper grid.
To edit data in either grid the user can either double-click on a record, or to edit a package
record, select it and click Edit on the Home tab. The user can also edit most column data
directly in the grid itself by selecting the cell and entering a new value, selecting a value
from a pick list etc. Columns with a yellow coloured background cannot be edited directly in
the grid.
Grid PickLists
Some grid cells contain picklists. The value lists in each pick list are generally loaded from
both the PickList library, plus any value that has been entered into the pick list's field.
Therefore manually adding a value into the pick list will add that new value to the picklist for
future use.
Note: A pick list may be set so that grid cells must be completed with the values in it, i.e.
other values may not be manually entered.
Note: Any value manually added directly into a grid pick list does not get added to the
picklist's value list until the Refresh toolbar command is used or the grid is re-loaded
(e.g. Electrical Engineer is re-started).
Select a plant area and enter a unique name for the package. Complete the other details as
required.
The lower part of the window includes three tabs: Equipment, Reference Drawings and
User Fields. Equipment is assigned to the package using the Equipment tab.
Equipment Tab
This tab lists any equipment already assigned to the package.
To assign equipment to the package, click the Assign button. The Equipment List window
is then displayed:
All Electrical equipment within the selected area, including equipment created in AVEVA
Electrical Wiring Manager (i.e. field devices, local control stations and PLC cabinets), is
listed. Equipment shared from AVEVA Instrumentation is not listed.
Select the required equipment by checking the appropriate checkboxes in the Select
column, then click Assign. The selected equipment is then listed in the Equipment tab.
To un-assign equipment from a package, check its Select checkbox in the Equipment tab
and click Un-Assign. A message will be displayed requesting that the un-assignment be
confirmed. Click Yes to continue.
Complete this tab with details of the reference drawings associated with the package.
Equipment Tab
The Equipment tab displays basic details of the equipment. Amend these as required.
To access more detailed data for editing, access as required the Load Detail window or
Supply Detail window from the Loads list or the Supplies list (refer to Edit a Tag in the
Loads List and Edit a Tag in the Supplies List for details), or the appropriate window in
AVEVA Electrical Wiring Manager.
Properties Tab
In the Properties tab to enter additional equipment and process data properties as required.
Click on the appropriate Select Properties Type option and enter or edit values as
required.
Property names are setup from the Property Definitions option on the Project tab. Refer to
Property Definitions for details.
7 Equipment List
All electrical equipment in the project is listed in the Equipment list grid, including
equipment created in AVEVA Electrical Wiring Manager and in AVEVA Instrumentation
Wiring Manager if the project data is being shared with Instrumentation.
From this list, new loads and supplies can be created and details of all types of equipment
can be viewed and edited. The viewable columns, their captions, column size and order are
user definable using the Grid Manager utility.
Refer to Working with the Data Grid for information on the grid controls including selecting a
record, and sorting and filtering the grid data.
To edit data the user can either double-click on a record, or select it and click Edit on the
Home tab. The user can also edit most column data directly in the Grid itself by selecting the
cell and entering a new value, selecting a value from a Pick list etc. Columns with a yellow
coloured background cannot be edited directly in the grid.
Equipment shared from AVEVA Instrumentation cannot be edited.
Grid PickLists
Some grid cells contain picklists. The value lists in each pick list are generally loaded from
both the PickList library, plus any value that has been entered into the pick list's field.
Therefore manually adding a value into the pick list will add that new value to the picklist for
future use.
Note: A pick list may be set so that grid cells must be completed with the values in it, i.e.
other values may not be manually entered.
Note: Any value manually added directly into a grid pick list does not get added to the
picklist's value list until the Refresh toolbar command is used or the grid is re-loaded
(e.g. Electrical Engineer is re-started).
The following options are located on the List Tools - Electrical Equipment tab:
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Open All Opens a list of the documents attached to the selected supplies.
Refer to Attachments (External Documents) for details.
Note: Field devices, local control stations and PLC cabinets may be viewed and edited in
the Equipment list, but not created in it using this method. They must be created in
Wiring Manager.
If the “Free Form” tag format is selected (see above), simply enter the required tag in the
Equipment No field.
If a different tag format is selected, the displayed fields will change to reflect this. For
example:
Note that any delimiters defined for tag format are displayed after the fields they follow.
Complete the fields as required. Note that if the tag format includes “Function”, the list of
available functions (codes) will be restricted to the equipment type codes associated with
the selected class (refer to Equipment Type Catalogue for details).
The entered tag number is displayed at the bottom of the window. For example:
When the required tag data has been entered, click OK.
If a load equipment type was selected, the Load Detail window is then displayed.
Refer to Manually Add a Tag to the Loads List for information on how to use this window to
create a load.
If a supply equipment type was created, the Supply Details window is then displayed:
Refer to Manually Add a Tag to the Supplies List for information on how to use this window
to create a supply.
If a field device, local control station and PLC cabinet from AVEVA Electrical Wiring
Manager is selected, the Equipment Detail window is displayed:
Equipment Tab
The Equipment tab displays basic details of the equipment. Amend these as required.
To change the tag number, click the button next to the Equipment No field to display the
Equipment Tag window again.
To access more detailed data for editing, access the appropriate window in AVEVA
Electrical Wiring Manager.
Properties Tab
In the Properties tab to enter additional equipment and process data properties as required.
Click on the appropriate Select Properties Type option and enter or edit values as
required.
Property names are setup from the Property Definitions option on the Project tab. Refer to
Property Definitions for details.
Click Yes.
If any AVEVA Instrumentation equipment was selected, a message is displayed warning that
this equipment will be excluded from the edit. For example:
Note: The columns in this window are the same as the columns in the current Grid view as
defined by the Grid Manager.
Equipment from AVEVA Electrical Wiring Manager cannot be copied. If an attempt is made,
he following message is displayed:
8 Datasheets
Datasheets are stand-alone documents which the user can view, edit or exchange with third
parties. Refer to Datasheets (Specifications) for further information on the available
features.
Continue at:
• View/Edit Equipment Datasheets
• Datasheets List
• Add New Datasheets
• Assign Tags To Datasheets
• Edit Datasheet Information
• Delete Datasheet Options
• Print Datasheets
• Datasheet Revisions
• Datasheet Issues
• Import Datasheets from Excel
• Datasheet Publishing
• Merge Datasheets into a Single Document
• Document List
• Datasheet Form Catalogue
• View Data by Datasheet Form Type
The datasheet is then displayed in the Datasheet viewer. Refer to the Datasheet Data Entry
for details.
Note: If the equipment is not currently assigned to a datasheet when the button in the
Loads List and Supplies List, or on the Datasheet tab is clicked, then Engineer will
prompt users to assign it. Refer to Add New Datasheets for details of how to
accomplish this.
Note: Only changes made to engineering data and data associated with form type can be
saved in this window. Changes made to Revisions, the Document Number and Tag
Numbers within this window cannot be saved from this window. To make these
changes use the appropriate equipment list, Datasheet List and Datasheet List
Revisions windows.
Editing a PickList
If a cell has a PickList attached, then if that cell was right-clicked on, a pop-up menu is
displayed. Select Edit PickList Values from that menu. The PickList edit window is then
displayed, in which values can be added, edited or changed in the selected PickList.
For example:
Save Saves the data values to the database and opens it in an Excel
spreadsheet.
Save & Exit The Save & Exit option is accessed from a drop-
down list next to Save and saves the data values to
the database and to the Excel spreadsheet and
closes the datasheet.
Undo Undoes the last change made. Any subsequent undo will roll back each
previous change.
Note: The Print and Save commands use Microsoft Excel, therefore Excel must be
installed on the workstation to if these facilities are to be used. The Print
command uses the print area, print setup (Margins, scales etc.) as defined in the
datasheet Catalogue template file for the current project.
Reset Resets the datasheet to its last saved / opened state by clearing
"changed" cells and reverting the values back to original values.
Zoom Zooms the Datasheet Layout area according to the value selected from
drop down. Use buttons to decrement or increment the zoom.
Apply Default If this option is checked, then on the update of a value in a datasheet
Units cell, the default unit is appended with the value if no unit is had been
entered previously.
The grid shows all fields associated with the datasheet as defined in the Datasheet
Catalogue Grid.
Select a Tag to Select the tag from which data is to be copied from this list. Only
Copy From tag numbers assigned to the same datasheet form type will be
available for selection.
Show Process Checking the Show Process Data checkbox displays the
Data process data in the grid view.
Existing Value The current value of each field for the target tag.
Proposed Value The data about to be copied, if accepted, from the selected
source tag, as chosen from the Select a Tag to Copy From list.
After all required fields values are selected, click Save to copy the data to the current tag or
Cancel to exit without copying data.
Note: Only fields associated with the datasheet are available to copy. Copying data such
as Tag Number, or Equipment Number or Datasheet title and Revision data is not
possible with this feature.
Note: If the selected tag or catalogue equipment type is associated with a datasheet with a
different form type from the tag or catalogue equipment being copied to, a message
is displayed to inform the user of this and to give the option of keeping the existing
datasheet or replacing it with a datasheet derived from the form type linked to the
selected tag or catalogue equipment.
These preferences affect the Datasheet Data Entry window and printed datasheets when
using the Print with Previous Issue's Changes print option and are applied once a
datasheet is Issued.
Note: In a multi-user environment there will only be one set of preferences that will be
applied to all the users, i.e. each user cannot have their own preferences.
Issue Changes:
Font Select the font from the drop down to show in issue change highlighting.
Font Size Select or enter the font size of the text in issue change highlighting.
Bold Specify whether the text in issue change highlighting will be bold or not.
Back Colour Select the back colour for issue change highlighting of cells.
Fore Colour Select the text colour for issue change highlighting of cells.
Current Changes:
Font Select the font from the drop down to show in current change
highlighting.
Font Size Select or enter the font size of the text in current change highlighting.
Bold Specify whether the text in current change highlighting will be bold or
not.
Back Colour Select the back colour for current change highlighting of cells.
Fore Colour Select the text colour for current change highlighting of cells.
Printing:
Watermark The text that appears as watermark on each Datasheet when printing if
there are any changed values since the last issue.
Note: To stop AVEVA Electrical from adding a watermark set this to the
word: NONE.
The following options are located on the List Tools - Datasheets tab
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Action Section
Update Displays the Update options window which updates the spreadsheets
of the selected datasheets with the current project data. If an Excel
workbook file does not exists the file is created in the project's
datasheet folder.
Open Issues Displays the Issues window listing all the issues of the selected
For Selected datasheet. Refer to View a List of Previous Issues for further
information.
Open Issues Displays the Issues window listing all the issues of all datasheets in the
For All list. Refer to View a List of Previous Issues for further information.
Revisions Displays a list of all datasheets and their revisions. Refer to Viewing and
Editing Multiple Datasheet Revisions.
Add Displays the Revision Entry window, used to add a revision to the
Revision currently selected datasheet. Refer to Create a Revision.
Edit Displays the Revision Entry window, used to edit the current revision of
Revision a selected datasheet. Refer to Edit a Revision.
Tools Section
Batch Displays the Batch Assign Tags to Datasheets window, which lists all
Assign Tags equipment tags not yet assigned to a datasheet and provides facilities
for the assignment/creation of multiple tags to datasheets in a batch
process. Refer to Batch Assign Multiple Tags to Datasheets for details.
Printing Section
Print with Prints with changes from the previous issue highlighted.
Changes
Print To PDF Creates a PDF file of the selected datasheets with changes from the
with previous issue highlighted.
Changes
Export Section
To External Publishes documents to the area that was set up using the Setup >
System Datasheets Publishing Configuration option on the Project tab.
Refer to Datasheet Publishing.
Selected Datasheets
2. Enter a sheet or page number in the Sheet/Page No field, unless the Use Next Sheet
No checkbox is checked.
If the Use Next Sheet No checkbox is checked, AVEVA Electrical will automatically
use the next available sheet number by searching for all other datasheets with the
same Datasheet No and using next highest sheet number. If none are found then
AVEVA Electrical uses '1'.
Note: The document number is made up of: 'Data Sheet No' + '-' + 'Sheet/Page No'. When
the new datasheet is saved, AVEVA Electrical will check that this document number
is unique. If the combination of Datasheet No and Sheet/Page No has been used
before, an error message is displayed. A different combination must then be entered.
3. Select the required datasheet Form Type from the list provided (from the Datasheet
Catalogue Grid).
4. Click Next > to create the new datasheet. The new, blank, datasheet is then added to
the Datasheet List and the Add a New Datasheet window is displayed, used to assign
tag(s) to the datasheet and to add of other information relevant to the new datasheet.
The window then changes to display more facilities for entering datasheet information:
Tags Tab
If the window was accessed from the Add Datasheet for: window, the tag number of the
equipment will already be assigned to the datasheet and displayed in this tab.
If the window was accessed from the Add a new Datasheet window a tag number (or
multiple tag numbers if the catalogue datasheet was designed to allow for multiple tags)
must now be assigned.
Double-click on any empty Tag Number record to display the Select Tag(s) to Assign to
Datasheet window (see Assign Tags To Datasheets for details) listing all tags that have not
already been assigned to a datasheet.
Note: The number of tags that can be assigned to a datasheet is defined in the Datasheet
Catalogue for the current form type.
Double-clicking on a tag record, or selecting it and clicking Open will open as appropriate
the Load Detail window or the Supply Detail window, in which the tag may be edited. See
Edit a Tag in the Loads List and Edit a Tag in the Supplies List.
Revisions Tab
The Revision Tab displays the revision history for the selected datasheet. The number of
revisions displayed and the column descriptions can be changed using the Options
window. For more information, refer to Options.
Add Displays the Revision Entry window, used to add a new revision to
current datasheet. See Create a Revision.
Edit Displays the Revision Entry window, used to edit the currently selected
revision. See Edit a Revision.
Note: Pressing the <Delete> key will also delete the currently selected
revision.
Notes Tab
Others Tab
8.4.1 Assign Tags from the Add New Datasheet or Datasheet Information
Window
In Tags tab of the Add a New Datasheet window (see Add New Datasheets) or the
Datasheet Information window (see Edit Datasheet Information), either select an empty
tag number record and click Assign or double-click on an empty tag number record.
The Select Tag(s) to Assign to Datasheet window is then displayed:
The Select Tag(s) to Assign to Datasheet window shows all the tags that have not yet
been assigned to any datasheet.
The tags list can be filtered to enable easier access to tags using standard grid facilities, and
the Match Operating Principle checkbox.
When the Match Operating Principle checkbox is checked, only those tags with the same
Operating Principle as the Catalogue type of the datasheet are listed. When the Match
Operating Principle checkbox is not checked all tags from the Instrument List which have
any operating principle that is not blank (empty) are shown.
Note: The selected tag(s) are allocated to the next available spare tag position on the
datasheet. To change tag positions then the tags can be dragged into a new position
using the Edit Datasheet Information window.
Alternatively, click the Select checkbox for each to be assigned, then click the Select
button.
The Batch Assign Tags to Datasheet window shows all the tags that have not yet been
assigned to any datasheet.
To assign multiple tags to a datasheet type, click the Select checkbox for each tag to be
assigned.
The selected tags are added to the Tag No list to the right of the main grid.
Note: Use the column filters and the Select All button to select multiple tag numbers.
Or drag each equipment record to the Tag No list (or drag all selected records).
Note: Initiate a drag by selecting the white space to left of each record. If multiple Tag
records are selected the drag method will assign all the selected tags.
To remove a tag from the Tag No list select it, then press the <Del> (Delete) key.
• specify a sheet number in the Sheet Number field and whether this to be auto-
incremented for each datasheet by checking the adjacent Increment checkbox.
Click Create.
Engineer will then create new datasheets in the Datasheet List naming each datasheet
document as specified by the above settings.
The window is basically the same as the second “page” of the Add a New Datasheet and
Add Datasheet for: windows (refer to Add New Datasheets) except as follows:
Delete from List Only Deletes the datasheet records from Datasheet List, but
does not delete the Excel spreadsheets, if they exist.
Delete Datasheet File Only Deletes any existing Excel spreadsheets, but does not
delete the datasheet records in the Datasheet List.
Delete from List and Deletes both the spreadsheet files and removes the
Datasheet File datasheet records from Datasheet List.
Print with Changes Sends the latest issue of the selected datasheets to the
default printer. The printed copy is printed with the changes
made from the previous issue highlighted. Highlighted
changes are as specified by the Datasheet Change
Preferences window.
Print to PDF Prints the latest issue of the selected datasheets to a PDF file
which is stored in the folder designated in the Project Data
window.
Print to PDF Changes Prints the latest issue of the selected datasheets to a PDF file
which is stored in the folder designated in the Project Data
window. The PDF file highlights the changes made from the
previous issue. Highlighted changes are as specified by the
Datasheet Change Preferences window.
Note: The spreadsheet file must already exist to be printed. The Update facility (see
Datasheets List - List Tools Options) can be used on multiple datasheets to create/
update the datasheet spreadsheet file from the database. This ensures the latest
database information will be used.
Note: Printing is handled by Microsoft Excel. To print datasheets Microsoft Excel must be
installed on the workstation.
Note: The text field descriptions displayed are dependant on the settings made in the
Options window. For further information refer to Options.
When creating a new revision, leaving the Revision No field blank will cause
Instrumentation to use the next revision number. e.g. if the current revision is "A", then the
next is "B" or if current revision is "2", then the next is "3" etc.
The Date field defaults to the current date, but a different date may be selected if required.
The Description field contains a list of all previously created revision descriptions. Add a
new description by entering any required description. Any new descriptions will be available
for future revision entries.
To view the revisions for a single datasheet, click on the + icon next to its listing.
To view revisions for all reports, click Show All Revs.
If the report has already been issued at the current revision, or has had no revisions created
for it, a message window is displayed to inform that the user that a new revision must be
created before issuing.
Click Cancel to cancel the issue or OK to create a new revision. Refer to Datasheet
Revisions for further information on creating a new revision.
Once the revision has been created, or if neither of the above conditions apply, the
datasheet revision is issued, and opened in Microsoft Excel.
To view a list of previous issue, see View a List of Previous Issues.
• Or, click Open Issues for Selected or Open Issues for All as required in the Actions
section of the List Tools - Datasheets tab.
The Issues window is then displayed:
Command Buttons:
Find Displays the Find window, used to search for any text string located
anywhere within the grid.
Filter Displays up window used to define Advanced Grid Filters for the grid.
Refresh Updates entire grid with latest database information (useful in multi-user
project environments).
To import an Excel datasheet, with the Datasheets List open, click From Excel in the
Import section of the Manage tab.
The Datasheet(s) Import window is then displayed:
Note: The entry in the Datasheet folder field defaults to the folder selected during the last
import.
Note: To minimise the possibility that data currently being worked on by another user may
be affected by an import, a list of the users working on the current project is available
from the UserCount link. The number of current users is displayed next to the link.
This total includes the user performing the import.
Click the button to the right of the Datasheet Folder field to display the Browse for Folder
window.
Select the folder that holds the Excel spreadsheets and click OK. The Datasheet(s) Import
window refreshes and displays a list of valid spreadsheets in the selected folder.
Note: In this context a valid datasheet spreadsheet means the Excel spreadsheet file name
(.xls) must be identical to a previously created datasheet in the Datasheet List.
To select a spreadsheet to import, select the Import checkbox (on left of each Datasheet
filename) then click Import. To import all spreadsheets check the Select All checkbox
above the list then click Import.
Clicking Import processes each selected spreadsheet and displays a detailed list of
proposed changes, for example differences between data in the spreadsheets and the
current database.
To cancel without importing click Cancel.
Note: The list in this window shows all values that are different in the imported Excel
spreadsheet and the AVEVA Electrical database. Values that are the same are not
listed.
Note: The import is done on a per tag basis. The tag value is shown in parentheses after
the field name.
Tag numbers are never imported. The data from each imported datasheet is applied to each
tag that has already been assigned to each datasheet, refer to Assign Tags To Datasheets
for further information.
To import the checked values click Import.
To cancel any import for the current Excel spreadsheet click Cancel.
For both of the above commands, if multiple files are selected for import Electrical Engineer
will display the next files 'Delta Values' window. If multiple files have been selected for
import, users can stop all imports by clicking the Stop Importing command.
Select Setup > Export to External System Configuration from the Project tab. The
Export to External System Configuration window is then displayed:
In the Publishing folder field, enter the folder into which datasheets are to be published, or
click … and browse for it.
If PDF versions of published files are to be generated using Excel, in addition to the
published Excel files, check Publish as PDF.
If PDF versions of published files are to be generated using a PDF generator other than the
Excel PDF writer, in the Executable to handle publishing field, enter the name and
location of the executable file that will handle the publishing, or click … and browse for it. If
Publish as PDF is checked, this setting will be ignored.
For each published datasheet, an XML file containing selected datasheet data is also
produced in the publishing folder. To select the datasheet data that the XML file will include,
click Add. A blank row is added to the area below this button. From the drop down list in this
row, select the required datasheet data. Repeat for each type of datasheet data required.
To delete a row, select it and click Delete. A message will be displayed requesting that the
deletion be confirmed. Click Yes.
If no fields are selected, the XML files are not generated.
To save configuration changes and exit the window, click Save.
To exit the window without saving any changes, click Cancel.
The datasheets will then be published to the publishing folder along with (optionally) the
PDF and XML data files.
If PDF versions of the datasheets are to be generated using a PDF generator other than
Excel, this is opened and used to generate the PDFs instead.
Any errors that occur during the publishing process are reported in the Error Summary
window.
If the Document Information window is accessed from the Datasheets grid, the
datasheets that were selected are listed in the lower half of the window on the Main tab.
These can be removed and further datasheets can be added.
If the Document Information window is accessed by clicking New on the Document List
grid, no datasheets are listed. Add datasheets as described next.
If the Document Information window is accessed by clicking Edit on the Document List
grid, the datasheets previously assigned to the document are listed. Add or remove
datasheets as required.
To select a datasheet, either double-click on it, or highlight it and click Select. The
datasheet is then added to the list in the Document Information window.
Select the file type from the Format list, PDF, Excel or Zip. The Zip format is a collection of
Excel files, one for each document sheet, in a .ZIP file. The PDF and Excel formats are
single, multi-page files that include all the document sheets.
To select the datasheet that will be used as the front page for the document, click the Select
button next to the Front Sheet field. The DataSheet Catalogue window is displayed.
The Datasheet Catalogue window lists all those datasheets from the catalogue of the Front
Sheet type. To create a new front sheet datasheet, click New. The Catalogue Information
window is then displayed, in which details of the new datasheet can be entered. Refer to
Add a New Datasheet Definition for details.
To select a datasheet, either double-click on it, or highlight it and click Select. Once a front
sheet datasheet is selected, it is displayed in the Front Sheet field. Click the adjacent Clear
button to de-select it and clear the field.
To generate an index sheet for the document, click Create next to the Index Sheet field. A
standard index sheet is then automatically generated for the document and is displayed in
the Index Sheet field. The Create button is then replaced by a View button. Click View to
open the index sheet in the Custom Report window from which it can be edited if required.
Refer to Report Manager for details. Click the adjacent Clear button to delete the index
sheet.
To select the datasheet that will be used as the summary page for the document, click the
Select button next to the Summary Sheet field to display the Datasheet Catalogue
window. To create a new Summary Sheet datasheet, click New. The Catalogue
Information window is then displayed, in which details of the new datasheet can be
entered. Refer to Add a New Datasheet Definition for details. Follow the same procedure as
for front sheets, as described above.
To select a datasheet, either double-click on it, or highlight it and click Select. Once a
summary sheet datasheet is selected, it is displayed in the Summary Sheet field. Click the
adjacent Clear button to de-select it and clear the field.
Revisions
Document revisions are added, edited and deleted using the Revisions tab.
Note: Revisions can also be added, edited and deleted from the Document List window.
To add a new revision, click Add to display the Revision Entry window.
Note: The text field descriptions displayed are dependant on the settings made in the
Options window. For further information refer to Options.
When creating a new revision, leaving the Revision No field blank will cause
Instrumentation to use the next revision number. e.g. if the current revision is "A", then the
next is "B" or if current revision is "2", then the next is "3" etc.
The Date field defaults to the current date, but a different date may be selected if required.
The Description field contains a list of all previously created revision descriptions. Add a
new description by entering any required description. Any new descriptions will be available
for future revision entries.
Once a revision is created it is listed in the Revisions tab.
To edit a revision, select it and click Edit to display the Revision Entry window. Change the
revision details as required and click Save.
To delete a revision, select it and click Delete. The revision is then deleted.
Note: New revisions, changes to revisions and deletions of revisions are not saved to the
project database until the Save button is clicked.
Title
Enter the document title text in the fields in the Title tab.
User Fields
Enter any user/project specific text in the fields in the User Fields tab.
Notes
Enter any notes or remarks in the fields in the Notes tab.
Note: Documents can also be published from the Document List window. See Document
List.
To exit the Document Information window without saving or publishing, click Cancel.
Refer to Working with the Data Grid for information on the grid controls including selecting a
document record, and sorting and filtering the grid data.
Document details cannot be edited directly in the grid. They are edited using the Document
Information window. Refer to Merge Datasheets into a Single Document for details.
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Actions Section
Revisions Displays a list of all documents and their revisions. Refer to View
and Edit Multiple Document Revisions.
Add Revision Displays a window for adding a new document revision. If multiple
documents are selected, a new revision may be added to each of
these. Refer to Add and Edit Revisions for Single Documents and
Add Revisions to Multiple Documents.
Edit Revision Displays a window for editing the most recent revision of document.
Refer to Add and Edit Revisions for Single Documents.
Refresh Sheet/ Updates the grid with the current sheet/page counts of the listed
Page Count documents.
Delete from List Only Deletes the documents from the Document List but does not
delete any published document files.
Delete Document Only Deletes published files but does not delete the documents
from the list.
Delete from List and Delete the documents from the Document List and delete
Document any published files.
To view the revisions for a single drawing, click on the + icon next to its listing.
To view revisions for all drawings, click Show All Revs.
To edit an existing revision click Edit. The Multi-Field Edit (Bulk Edit) window is displayed.
• To edit a revision field, check the appropriate checkbox and enter the new value.
• Click Select all to select all fields for editing.
• Click Copy first record's data to copy the values for the revision first selected in the
Revision window into the fields.
• Once the required changes have been entered, click Save.
To add a new revision, click New. The Revision Entry window (described below) is then
displayed. Enter the required details and click Save.
To delete a revision, select the revision and click Delete. A message will then be displayed
requesting that the deletion be confirmed. Click Yes to confirm the deletion or No to cancel.
Note: Revisions can also be added and edited using the Revisions tab of the Document
Information dialog. Refer to Enter Basic Document Details for details.
Note: The text field descriptions displayed are dependant on the settings made in the
Preferences window. For further information refer to Options.
When creating a new revision, leaving the Revision No field blank will cause
Instrumentation to use the next revision number. e.g. if the current revision is "A", then the
next is "B" or if current revision is "2", then the next is "3" etc.
The Date field defaults to the current date, but a different date may be selected if required.
The Description field contains a list of all previously created revision descriptions. Add a
new description by entering any required description. Any new descriptions will be available
for future revision entries.
Once a revision is created it is listed in the Revisions tab of the Document Information
window. Refer to Enter Basic Document Details for details.
To edit a revision, select it and click Edit Revision on the List Tools - Document List tab.
The Revision Entry window is then displayed. Change the revision details as required and
click Save.
In completing the layout in Excel, pay attention to fonts, justification and merged cells to
complete the ideal form for a particular instrument type. All physical attributes of the form
including fonts, cell sizing/merging, cell formatting (bold, italics and justification etc.), print
setup, margins, colours, shading etc. are controlled by this Excel template. There is no
control of formatting/layout within AVEVA Electrical, which just transfers data between the
spreadsheet cells and the AVEVA Electrical database.
Once new spreadsheet layout is complete, register it in the Datasheet Catalogue Grid (see
Add a New Datasheet Definition).
Once the new Catalogue Datasheet template is registered, open this datasheet template in
design mode from the Datasheet Catalogue Grid List and define map the datasheet cells to
the appropriate database fields (see Map Database Fields to Datasheet Cells). This step
enables AVEVA Electrical to update each cell with the required database data (and vice
versa).
Note: AVEVA Electrical can only save data to/from the project database/Excel workbook if
a worksheet cell is mapped to a database field. Any other data will not be saved.
Finally, while in the design mode, assign picklists cells for more efficient data entry (see
Assign a PickList to a Cell).
When this is completed, the new datasheet template is then ready for use on the project.
The Datasheets Catalogue grid shows information for each datasheet form definition.
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Actions Section
Open Opens the selected datasheet definition for editing. Refer to Map
Database Fields to Datasheet Cells and Assign a PickList to a Cell.
Printing Section
Number of Used to select the number of copies to be printed using the Print Forms
Copies option.
Print Forms Prints selected empty (blank) Catalogue templates (the datasheet Excel
spreadsheet template).
Select the type of datasheet definition to be created and click OK. The Catalogue
Information window is then displayed.
The version of the Catalogue Information window displayed above is that displayed if the
selected datasheet definition type was "DataSheet". If the selected type was Front Sheet or
Summary Sheet, a different version is displayed:
Note: The ... button at the end of the File Name field can be used to locate any existing
spreadsheet file and to copy the selected file to the project datasheet template folder.
Any Excel file can be used, including Excel workbooks with multiple worksheets.
The template folder for the current project is listed on the Project Data window, accessed
by selecting Edit Project on the Project tab.
5. Enter the Excel spreadsheet file name in the File Name field. The file must exist in the
Project Datasheets template directory.
6. Select the file format (.xls or .xlsx).
Note: The ... button at the end of the File Name field may be used to locate any existing
Excel file. The file will then be copied to the template folder for the AVEVA Electrical
project and renamed to match the form name entered in this window.
7. Enter the spreadsheet cell dimensions (number of columns and Rows). These are
used to limit the view of each template to those dimensions. This restricts viewing to
the number of columns and rows entered here.
8. From the Equipment Type list, select the equipment type of items to be specified on
this datasheet. The equipment type is used to automatically match equipment from the
Loads and Supplies lists with the form type definition.
This is not relevant to Front Sheet and Summary Sheet definitions and therefore the
field in question is not displayed.
9. Click Save to save the definition information or Cancel to exit without saving.
Note: The spreadsheets used for form definitions may include checkboxes. However,
checkboxes will not be displayed in the AVEVA Electrical, i.e. in the Datasheet
Design window or the Datasheet viewer window. Checkboxes therefore must be
replaced with a picklist with values of True and False only. Refer to Checkboxes on
Datasheets for details.
The window lists the existing Catalogue Datasheet form definition in the project.
To copy an existing form definition, double-click on the form record in the window above, or
select it and click Copy.
If required form definitions may be copied from a different project. Click Select a Project.
The Select an AVEVA Electrical Project window is then displayed. Select the required
project from the list of projects listed in this window. The Copy an Existing Datasheet form
definition window then displays the form definition in that project. Select the required form
definition as described above.
Note: AVEVA Electrical also provides facilities to import multiple form types from another
AVEVA Electrical project. Refer to Import Catalogue Datasheets From Other Project
for details.
After selecting the form type, the window is closed and the Catalogue Information window
is displayed again. When that window is saved, the existing form definition is copied,
including the Excel file and field to cell mappings (DataLinks).
The window shows the datasheet form layout as previously created using Microsoft Excel.
There are two main areas on this window:
Datasheet Layout
The left-hand area contains the spreadsheet layout and shows each cell as previously
defined in Microsoft Excel. The layout cannot be changed here.This must be done using
Microsoft Excel. The grey coloured cells indicate which cells have been mapped (or linked)
to a database field.
Note: To see which DataLink (field) is mapped to a particular cell click in the cell and the list
view will highlight the DataLink.in the DataLinks List View (see below). The feature
works only when the Used checkbox is checked in the DataLinks List View.
Note: New properties and the fields to be used to represent them can be user-defined for
equipment. Refer to Add New Property Definition. See also the New Properties
button (described below).
Note: The Print button in this window prints the datasheet form with Datalink mappings.
When this window is first displayed, the DataLinks List view shows used DataLinks only.
Note: Sort the lists by clicking on the column header (e.g. In figure above: “Table” sorts by
Table name, “Field” sorts by field name, “Tag” sorts by tag name etc.).
Whether used or unused DataLinks are displayed is controlled by the Used checkbox. To
view only unused DataLinks, uncheck the Used checkbox. To display both used and
unused DataLinks, clear the Used/Unused filter by clicking on the “clear filter criteria” button
next to the Used checkbox.
Note: If the DataLink is for the first (Tag1) of a multiple tag datasheet then the dragging and
dropping of a Tag1 field will auto-assign all other DataLinks of the same field name if
both Tag1 TagNo and Tag2 TagNo fields are already mapped.
For example, if the user drags PressureMax for Tag1, if the Automatic Copy for
multiple Tags checkbox (at top of window - only displayed for form definitions with
multiple tags) is checked, then Engineer will attempt to assign DataLinks for
PressureMax to Tags 2, 3 and 4 also, using the row/column offset between Tag1 and
Tag2 to offset the other fields. The feature makes assigning mappings for multi tag
datasheets far more efficient.
Note: It is recommended that the DataLink list view is sorted by Field to more easily identify
the fields being mapped.
Note: If a picklist is assigned to a field in the Grid Manager (see the Common Functionality
User Guide for details), the picklist will not automatically be available for that field
when mapped to a cell in a datasheet. The pick-list must still be assigned to the cell
using the facilities described below (see Assign a PickList to a Cell).
Note: Multiple cells or ranges can be selected and multiple Datalinks deleted from using
this option (hold the Ctrl key down to select multiple cells).
Command Buttons
Print Opens the datasheet excel file in a print preview window with all the
mapped field names populated in their respective cells.
Zoom Zooms the Datasheet Layout area according to the value selected
Close Closes the window and confirms to save any changes made.
Once saved, the new or modified Catalogue Form is ready to be used on the project. It is
recommended that the mappings be tested thoroughly prior to use on a project.
Note: Users should not modify these cell/field mappings for a datasheet type at the same
time other users are accessing datasheets of the same Catalogue type.
Select the Add Picklist option, then select the PickList name from the sub-menu.
To define new PickLists select Add Picklist > Add New PickList and in the resulting text
box enter the name of new picklist to be added, then press enter (to define new items or
modify existing items in a PickList refer to Using PickLists).
To delete an existing picklist select Delete Picklist from the pop up menu.
To edit the values in an existing picklist select the Edit Pick List Values from the menu.
The PickList edit window will be displayed, enabling additional values to be added, edited or
changed in the selected PickList.
For example:
In the Datasheet Design window, remember to assign the picklist to the checkbox cell (see
Assign a PickList to a Cell) as the picklist will not automatically be available for that field
when mapped to a cell in a datasheet, even the picklist is assigned to that field in the Grid
Manager.
Click on the datasheet headings from which the attributes of the new properties are to be
based. As each heading is clicked on, default details derived from the heading text are listed
in the window. For example:
The default object type is Equipment. If required, change this to Process Data by selecting
Process_Data from the list of values available in the Object Type fields.
The rest of the default details can either be edited as described below, or in the Property
Definition window accessed or by clicking on the button in the Edit field. Refer to Add New
Property Definition for details.
Select the types of equipment to add the property to by checking the appropriate
checkboxes. Click OK to exit the window. The selected types are then listed in the Equip
Type field.
For properties of the Process_Data object type the Equip Type field is not used.
If a property is of the Process_Data object type, if the new property has units, check the Has
Units checkbox (not used for Equipment property types).
The default data type is Text. Specify a different data type in the Datatype field if required.
To auto-map a new properties to the datasheet cell to the right of the heading from which it
was derived, check the AutoMap checkbox. Check the AutoMap All checkbox to check all
the AutoMap checkboxes.
To remove a property from the window, select it and then click Delete.
For properties of the Process_Data type that had their HasUnits checkbox checked, a
property definition for the units of the new property is automatically created at the same
time.
The name of a units property definition will be the name of the new property suffixed with the
units suffix specified in the Please enter a new Units Suffix window accessed from the
Property Definitions window (see Preferences - the default suffix is “Units”). The data type
of units property definitions is text. Neither this or the name may be changed.
A report listing details of the created properties will be displayed:
Note: To minimise the possibility that data currently being worked on by another user may
be affected by an import, a list of the users working on the current project is available
from the UserCount link. The number of current users is displayed next to the link.
This total includes the user performing the import.
Click the Select checkbox for those catalogue datasheets that are to be imported. Click
Select All if all are to be imported.
Click Import.
The import then takes place. A progress window is displayed:
If a catalogue datasheet with the same name as one being imported already exists in the
project database, a message is displayed. For example:
Click Yes to overwrite the datasheet in the target database or No to prevent this.
If a template file with the same file name as one being imported already exists in the project
database, a message is displayed. For example:
Click Yes to overwrite the file in the target database or No to prevent this.
If a datasheet exists in the current database has been based on a catalogue datasheet with
the same name as one being imported, a warning message is displayed:
Such catalogue datasheets will not be imported. Click OK to continue with the import.
AVEVA Electrical will copy the selected catalogue forms from the selected project to the
current project including their DataLinks (Database field/cell mappings). Once the import is
complete, all imported catalogue datasheets are added to the Datasheet Form Catalogue
list.
If the definition has been used to define a datasheet it cannot be delete and the following
message is displayed:
If the definition has not been used to define a datasheet, the Delete 1 datasheet window is
displayed:
If the definition is to be deleted from the list in the Datasheet Catalogue grid, but its Excel file
is not to be deleted, click Delete from List Only.
If the Excel file of the definition is to be deleted, but the definition is not to be deleted from
the list, click Delete Datasheet File Only.
If the definition is to be delete from the list, and its Excel file is to be delete as well, click
Delete from List And Datasheet File.
After the required option has been selected, click Delete to proceed with the deletion. Click
Cancel to cancel the deletion.
Select a form type from the Datasheet Form Type drop-down menu. The required data is
then displayed in the grid.
Note: The fields in this grid depend on the actual fields mapped to the current Form Type
selected.
Display the datasheet window by clicking on the button that is displayed in the DocNo cell
when the mouse is hovered over the cell. Refer to Datasheet Data Entry for details.
Equipment data may be edited by clicking on the button that appears in the Tag No cell
when the mouse is hovered over the cell. Refer to Edit a Tag in the Loads List and Edit a
Tag in the Supplies List for details.
Note: Any change made to data in this grid is not updated on the respective datasheet until
the datasheet is opened (or updated from the Datasheet List).
The following options are located on the List Tools - Browse Data by Form Type tab:
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Actions Section
Datasheet Form Type Used to select the required form type, as described above.
Invert Hide\Show Makes the hidden column visible and hides currently visible
Grid Columns columns.
Note: The fields in this window depend on the actual fields mapped to the current Form
Type selected in the Browse Data By Form Type grid.
Note: If more than one record is selected from the Browse Data By Form Type grid when
Edit is selected, the Multi Field Edit (Bulk Edit) window is displayed instead. Refer
to Edit Data for Multiple Tags.
Click Yes. The Multi Field Edit (Bulk Edit) window is then displayed:
9 Distribution Diagrams
Distribution diagrams, i.e. Key One Line diagrams and Single Line diagrams, may be
created for equipment in the project.
Users can create Key One Line diagrams for any part of the power distribution system, and
as many as required to help the completion of the design. Equipment added to a Key One
Line diagram can be existing equipment, or new equipment. When new equipment (and
cables) are added to a Key One Line diagram they are added to the project.
Single Line diagrams may be generated for a single supply. They will depict the supplies
loads and it’s own supply where applicable. Single Line diagrams are generated
automatically from existing project data.
Continue at:
• Distribution Diagrams List
• Distribution Diagram Options
• Create New Distribution Diagrams
• View/Edit Distribution Diagrams
• Add and Edit Distribution Diagram Project Symbols
Note: When diagrams are added to the Distribution Diagrams list, they are not
automatically added to the drawing list in Designer, and vice versa.
Refer to Working with the Data Grid for information on the grid controls including selecting a
record, and sorting and filtering the grid data.
To select it and click Edit on the Home tab.
The following options are located on the List Tools - Distribution Diagrams tab:
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Actions Section
Open Used to open a diagram for viewing, editing and exporting. Refer
to View/Edit Distribution Diagrams for details.
Diagram Section
Options Used access the Options window, in which the symbol set to be
used in diagrams is specified and also aspects of the
appearance and layout of diagrams (colours, line thicknesses,
spacings etc). Refer to Distribution Diagram Options for details.
Select the symbol set standard from the Symbol standard list.
Specify busbar, symbol connector, cable, assignment (link), auto-layout, diagram grid and
compartment settings in the fields provided.
Busbar Section
Height Used to set the height of busbars, i.e. the thickness of the line
representing them.
Default Width Used to set the default width of busbars. This may be changed
by users for individual busbars as required.
Datalinks Margin The margin settings for the datalinks of busbars, i.e. how far
datalinks are placed from the top and left hand side of busbars.
Container The margin settings for the datalinks of busbar containers, i.e.
Datalinks Margin how far datalinks are placed from the top and left hand side of
busbar containers.
Show Container This checkbox controls whether or not the containers around
busbars and their contents are visible.
Show Name This checkbox controls whether or not the names of containers
are displayed.
Height
The height and width of symbol connector selection boxes.
Width
Cable Section
Datalinks Top The cable data to be displayed above or to the left of cables.
Datalinks Bottom The cable data to be displayed below or to the right of cables.
Vertical Space The default vertical and horizontal spacing of items used when
drawing layouts are rationalised using the Perform Layout
Horizontal Space option. See Toolbar Options.
Cell Height The dimensions of the grid squares that may be displayed on
Cell Width distribution diagrams.
Compartment Section
Enter the document number of the new diagram and select the type of diagram.
If Single Line is selected, select the supply that the diagram is to be for from the Single
Line for list:
The diagram is generated using the default symbols specified for the project (see Add and
Edit Distribution Diagram Project Symbols). These may be changed to other (i.e. non-
default) symbols and the layout of the diagram changed (although not the items on it or their
relationships). See View/Edit Distribution Diagrams.
In the case of a new Key One Line diagram, the window displays a blank drawing canvas.
The content of the diagram must now be created by adding supply, load etc symbols to the
diagram and connecting them. When a load or supply symbol is added, a new item of
equipment of the type represented by the equipment is created with default details. See
Create Content of Key One Line Diagrams.
Once the diagram has been created it may be edited in the same way as a Single Line
diagram. See View/Edit Distribution Diagrams.
If an item that was on the diagram has subsequently been deleted from the database, a
message is displayed to inform the user of this. For example:
The window for a Key One Line diagram includes a section for selecting and adding
symbols to the drawing and facilities for editing details of the equipment and cables created
as a result of this. See Create Content of Key One Line Diagrams for details. The other
features are common and are described below.
View Options
The following facilities are located at the bottom of the window:
• To zoom in and out use the Scale slider, the plus and minus buttons, or hold down the
Ctrl key and move the mouse wheel up (to zoom in) or down (to zoom out).
• If panning is enabled by clicking the Enable Panning button (it is off by default), the
diagram can be navigated around by left-clicking and dragging the mouse in the
required direction.
• Click Scale to Fit to zoom out or in so that contents of the diagram fit the window.
• If the window is in cable mode, toggled by clicking the Cable Mode button, cable
details can be viewed and edited. See Create Content of Key One Line Diagrams.
Applicable to Key One Line diagrams only.
• To display a small window in the bottom-right corner of the main window displaying an
overview of the diagram, click Overview. For example:
Click on a symbol or cable on the drawing to centre the main window on that drawing
element.
Click the button again to close the overview.
Note: The symbols and text of MCCs, switchboards, distribution boards and MCC and
switchboard compartment are surrounded by a “container” in the form of a dashed
line. Clicking within a container selects the item. Containers are displayed by default
but can be switched off using the Distribution Diagram Options window.
• Drawing a “box” around the items to be selected by left-clicking on one corner of the
box dragging the cursor, while holding down the left mouse button to the opposite
corner. A pink box is drawn around the selected area. Release the mouse button. All
items fully in the box are then selected and are surrounded by blue boxes.
• Press Ctrl+A to select everything on the drawing. All items are surrounded by blue
boxes.
The supplies and loads of MCCs, distribution boards and switchboards can also be selected
using by right-clicking on them. From the menu that is then displayed select one of the
following options as required:
• Select Supplies
• Select Loads
• Select Supplies & Loads
The loads and/or supplies of the item are then selected and are surrounded by blue boxes.
Straighten Loads
The cables connected loads to MCCs, distribution boards and switchboards may be drawn
with unnecessary corners in their connecting cables.
To straighten these connections, right-click on the MCC, distribution board or switchboard
and select the Straighten Loads option from the menu that is then displayed.
Toolbar Options
Refresh Manually refreshes the drawing with changes to the layout and to
item details that were not automatically implemented in the
drawing.
In the case of Key One Line diagrams, interconnected equipment
may also be added by refreshing the diagram. See Refresh the
Diagram.
Show Grid Used to toggle the display of the drawing grid on and off (it is on
by default).
Snap to Grid Used to toggle the snapping of drawing elements to the grid on
and off (it is on by default).
After:
Enable Panning Toggles panning on and off (it is off by default). When toggling is
on the diagram can be navigated around by left-clicking and
dragging the mouse in the required direction.
Cable Mode Toggles cable mode on and off (it is off by default). Applicable to
Key One Line diagrams only. Enables cable details to be viewed
and edited. See Create Content of Key One Line Diagrams.
Size Cables Used to create, size and/or apply wiring rules to the cables
between supplies and loads on a diagram. Applicable to Key
One Line diagrams only. See Create Content of Key One Line
Diagrams.
Change Symbols
Right-click on any item of equipment, incomer, protection device or coupler to display the
Change Symbol option. Select this option to displayed the Symbol List window:
The window displays all the different project symbols for the selected item type (see Add
and Edit Distribution Diagram Project Symbols). Select a different symbol either by double-
clicking on it or clicking on it and clicking Select. The window then exits and the symbol on
the drawing is replaced by the selected symbol.
Note: Although referred to as a Key One Line diagram, Key One Line diagrams in Electrical
Engineering can be freely edited to show any required arrangement of
interconnected loads and supplied in the project.
When a load or supply symbol is added, a new item of equipment of the type represented by
the equipment is created with default details which can subsequently be edited. Cables
connecting the new equipment are also created automatically and may also be edited from
the window.
Continue at:
• Add New or Existing Equipment
• Manually Connect Symbols
• Refresh the Diagram
• Disconnect Symbols
• Edit Symbols
• Create, Size and Add Wiring to Single or Multiple Cables
• Edit Cables
• Add Distribution Board Circuits
• Delete Symbols
A load can be added to a busbar by simply dragging and dropping the load symbol onto the
busbar symbol. The load is then assigned to the busbar and the required cable and
protection device are automatically created.
Where the above method is not applicable, to connect a supply to a load (or vice versa),
hover the cursor over it. Note the blue squares that are displayed. These are the connection
points of the symbol (see the transformer in the example below).
Left-click on the required connection point, and drag the cursor towards the item that is to be
connected to. All free connection points on the diagram are then displayed as blue squares
(except in the case of MCCs, switchboards and distribution boards).
Note: The size of the blue square can be changed using the Symbol Connector settings
in the Distribution Diagram Options window.
As the cursor is dragged towards the equipment, a blue line ending in an arrow is drawn on
the diagram from the selected equipment point to the position of the mouse cursor. The
arrow head end of the line indicates the “load” end of the line.
Connect the end of the line to the required connection point in the item to be connected to.
The symbol for that connection point then changes from a blue square to a pink one,
indicating a valid connection (see below).
Release the mouse button. The connection is then made, as indicated by the black line
between the two items.
To link one load to another, proceed in the same was as when connecting loads and
supplies. In the example below, Heater 2 is in the process of being connected to Heater 3
(meaning that Heater 2 will effectively become the supply for Heater 3).
Release the mouse button. The connection is then made, as indicated by the black line
between the two items.
If connecting from (rather than to) an MCC, switchboard or distribution board, click on the
required busbar (or the distribution board), which will then turn pink as shown in the
example above, and drag the mouse towards the equipment to be connected to as
described above.
If connecting to a load from an MCC or switchboard, a compartment with a default
connector element in it is automatically created as a result of creating this connection, the
symbols of which are added to the line.
Click Refresh data only if only the data on the diagram (e.g. load values) are to be updated.
Click Refresh data and add interconnected if the data on the diagram is to be updated,
and interconnected equipment, including any new loads and supplies, are to be added to
the diagram.
Once the required option has been selected, click OK to refresh the diagram.
Click OK to delete the connection and the assignment between the two items.
Note: This does not delete the connecting cable, it merely disconnects it at both ends. The
cable remains in the cable schedule for the project. Cables must be deleted in
AVEVA Electrical Wiring Manager.
The Cable Details window is then displayed. Refer to AVEVA Electrical Wiring Manager
documentation for details.
Once a cable is created it is displayed in red instead of black.
To size a cable, right-click on it and select Size Cable from the menu that is then displayed.
The Cable Sizing window is then displayed. Refer to Calculate Single Cable Size for
details.
The window list all potential cables from the distribution board to its assigned loads.
Each potential cable is listed with a default name in the format <distribution board
equipment number>/<load equipment number>. Enter a different name if required. If the
cable has already been created the cable name is “greyed out” and cannot be edited.
If a cable is to be created, check its Create checkbox.
If it is to have a wiring rule applied to it, check its Run Wiring Rule checkbox.
If it is to be sized check its Size Cable checkbox.
If it is to be sized using an external cable sizing template, check its External Cable Sizing
checkbox.
If the Run Wiring Rule, the Size Cable or the External Cable Sizing checkbox is checked,
the Create checkbox is checked automatically. If the Create checkbox is unchecked, the
other two checkboxes will be automatically unchecked.
Use the Select / Deselect All rows controls at the bottom of the window to check/uncheck
all checkboxes for the selected option.
Click Ok once the required options are selected. The selected cables are then created, and
where that option was selected, wiring rules assigned to the fed items are applied to the
cables, their terminations etc.
Cables for which the Size Cable or the External Cable Sizing checkbox is checked are
sized using automatically assigned parameters (length etc). The results of this procedure
are then displayed in a log window.
Click OK to continue. The diagram then automatically refreshes to reflect the changes.
Enter the start number of the circuit identifiers in the Start field and the number of circuits to
be added in the Number field. From the Phase(s) Used list, select the phases of the circuits
(all circuits added will be of this type).
The Circuit Name(s) field will then list the names of the circuits to be added. For example:
Once the required details have been entered and selected, click Save.
The circuits are then added to the distribution diagram. Use the functionality available from
the Loads Assigned tab of the Supplies window of the distribution board to view and edit
details of them (refer to Loads Assigned Tab - Distribution Boards).
The added circuits will not be displayed on the Key One Line diagram until the diagram is
fully refreshed or re-opened.
Note: Use the second method to delete multiple items. The right-click menu will not be
displayed if multiple items are selected.
Note: Couplers cannot be deleted. The busbar it connects to must be deleted. The coupler
is deleted along with it.
If the symbol is to be deleted both from the diagram and the database, click Delete from
Diagram and Database. If the symbol is to be deleted from the diagram but the equipment
it represents is to remain in the database, click Delete from Diagram only.
Click OK to implement the selected deletion option.
Note that if the second option is selected, any load/supply connections between the deleted
item and other items will remain.
Note that protection devices and incomers can only be deleted if they are spares. If an
attempt is made to delete a connected protection device or incomer a message is displayed
to inform the user of this. For example:
MCCs, switchboards and distribution boards that consist of a single busbar only (i.e. they
have no other busbars, incomers or protection devices) cannot be deleted either. A warning
message is also be issued if the user tries to delete such an item.
Select the required busbar. A further sub-menu listing that busbar’s available compartments
is then displayed. Click the compartment that the load is to be moved to.
The Options window is then displayed:
If the elements in the source compartment are also to be moved to the target compartment,
click Move the Elements from the source Compartment to the target Compartment. If
this option is selected, the elements in the target compartment will be deleted.
If the elements in the source compartment are to be left in the source compartment, click
Don’t move the Elements from the source Compartment. From the list below this option,
select the compartment element that the load will be assigned to as its fed item.
When the required option is selected, click OK to complete the reassignment.
Note: Compartments which are populated with the elements defined in a compartment
typical cannot be rearranged in this way. The Connect from menu option will not be
displayed.
For element with symbols that have more than one connection point, further sub-menus will
be available for each of them, listing the available (unused) connections. Select the required
connection.
The order of the elements in the diagram will then rearrange accordingly.
Note: This is a graphical change only. It does not change which elements feed which other
elements.
• Busbars
Click Setup > Symbols > Pre Defined in the Project tab. The Pre Defined Symbol List
window is then displayed:
The window lists, for both Key One Line and Single Line diagrams, the available fields for
each type of pre-defined symbol. Next to each available field there is a checkbox. Those
fields selected to label a symbol have their checkboxes checked.
Check or uncheck checkboxes as required to change the list of selected fields. The list of
selected fields for a particular symbol/diagram type is displayed beneath each list.
Click the Clear checkbox for a symbol to uncheck all its checkboxes.
Click Save to save any changes and exit the window.
Click Cancel to exit the window without saving changes.
Note: New standards are created in the Symbol Detail window, as described below.
If only a certain type of symbol is required to be displayed (e.g. motors), select it from the
Type list.
The name of each symbol is displayed at the top of each symbol section.
Beneath this are two checkboxes: For Key One Line and For Single Line. If these are
checked, this indicates the symbol is the default symbol used to represent the equipment
type associated with that symbol for that type of drawing.
The equipment type is displayed beneath the checkboxes.
Use the scale slider at the bottom of the window or the + and - buttons at either end of this
slider to zoom in and out of this display. Click Max to increase the zoom level to the
maximum level. Click Restore to return the zoom level to the default level.
This list consists of all the fields that object type which may be selected to label the symbol,
divided into categories that can be expanded to view their contents by clicking on the
category title.
To select a datalink to label the symbol, select it from the list then drag and drop it onto the
drawing pane in the required position. For example:
To delete a datalink, right-click on it and select the Delete option from the menu that is then
displayed.
To delete all datalinks, right-click on a datalink and select the Delete All option from the
menu that is then displayed.
To change the anchor point of the datalink text, right-click on it and select the Anchor option
from the menu that is then displayed, then select the Left, Centre or Right option as
required.
Check the For Key One Line and/or the For Single Line checkbox as required if the
symbol is to be the default symbol used on diagrams of these types.
Select the standard to which the symbol is to be added (AVEVA Default or NEC or BS, ICE
and DIN) from the Standard list.
To create a new standard, enter its name in the Standard field. The new standard will be
created when the new symbol is saved.
To draw the new symbol, click Open Symbol Editor. The Symbol Editor window is then
displayed:
Used to import a .dwg file which can then be edited as required. Opens a
standard Windows Open window from which the required file can be selected.
Pointer control used to select, move, resize and reshape objects in the
drawing pane.
Used to control the font, text size etc of text placed in the drawing pane.
Opens the Select Font window:
Used to select the colour of objects and text placed in the drawing pane.
Opens the Select Colour window:
Used to specify the width of the lines of objects placed in the drawing pane.
Used to specify the symbol line style. Displays the Select Line Style window:
The current position of the cursor in the drawing pane is displayed at the bottom of the
window.
Use the scale slider at the bottom of the window or the + and - buttons at either end of this
slider to zoom in and out of the drawing pane. Click Max to increase the zoom level to the
maximum level. Click Restore to return the zoom level to the default level.
Click OK to save the symbol drawing and exit the window. The symbol is then displayed in
the symbol display pane in the Symbol Detail window. For example:
Click this button to add another out connector to the symbol, and then move it as required. A
symbol may have no more than two out connectors. A message is displayed to inform the
user of this if the user attempts to add a third out connector.
In the case of transformers, another button, Add ER Connector is also provided. Click this
button to add an ER connector to the symbol and then drag it to the required position. Up to
two ER connectors can be added.
In the case of compartment element, another button, Remove Out Connector is also
provided. Click this button to add the out connector last added to the symbol, or the default
out connector if only that is present on the symbol.
To save a new symbol and exit the Symbol Detail window, click OK.
If the symbol has been set as the default symbol for a diagram type and a default symbol
has already been set for the equipment type/diagram type, a message is displayed. For
example:
To make the new symbol the default symbol for the equipment type/diagram type, click Yes.
Otherwise click No. The default symbol will remain unchanged.
Click Cancel to exit the window without saving.
Copy Symbols
New symbols can be created by copying and changing existing symbols. Select the symbol
to be copied from the User Defined Symbol List window and click Copy Selected. The
Symbol Detail window is then displayed with the symbol displayed and with default name of
“copy of <copied symbol name>”. For example:
Edit the symbol and add and edit its details as required (see above for details) and click OK.
The Copy Selected button is disabled if the Multi-Select checkbox is checked.
Select the required project and click Select. The Symbol List From Other Project window
is then displayed:
The window lists all the user-defined symbols in the selected project.
Use the scale slider at the bottom of the window or the + and - buttons at either end of this
slider to zoom in and out of the drawing pane. Click Max to increase the zoom level to the
maximum level. Click Restore to return the zoom level to the default level.
To import a symbol, select it and click Import. To select multiple symbols, check the Multi-
Select checkbox and click Import.
If a symbol being imported has the same name as one in the current project a message is
displayed:
Click Yes to replace the existing symbol with the imported symbol.
Edit Symbols
To edit a symbol, select it from the User Defined Symbol List window and click Edit, or
double-click on it.
The Symbol Detail window is then displayed (see above). Edit the symbol and its details as
required and click OK.
The Edit button is disabled if the Multi-Select checkbox is checked.
Delete Symbols
To delete a symbol, select it from the User Defined Symbol List window and click Delete.
To delete multiple symbols, check the Multi-Select checkbox before clicking Delete.
Note: Be careful when deleting symbols as it is possible to delete symbols that have been
added to diagrams. No warning is issued. In such cases, the deleted symbols on
diagrams will be replaced by squares with the words “No Symbol” in them.
10 Equipment Catalogues
Continue at:
• Create Catalogue Compartment Element
• Edit Catalogue Compartment Element
From the Type Group list select the compartment element type group, then from the Type
list select the compartment element type from the selected group.
Note: Compartment element types and type groups are specified using the Compartment
Element Groups window. Refer to Compartment Element Types for details.
Enter a unique identifier for the new compartment element in the Catalogue No. field.
Complete the Manufacturer, Model No and Description fields as required.
The Symbols section is used to select which user-defined symbols are to be used to
represent the new compartment element on Key One Line and Single Line Diagrams.
Click the button next to the KOL or SLD field as appropriate. The User Defined Symbol
List window is displayed:
The window displays all the user-defined symbols defined for the selected compartment
element type (refer to User-Defined Symbols for details). If none have been defined for the
type, the window will be blank.
Double-click on the required symbol, or select it and click Select. The name of the selected
symbol is then displayed in the field.
In the No. of Terminals section, enter the number of left and right terminals on the
compartment element type in the Left and Right fields.
The Properties section lists all the properties that the compartment element type has been
associated with (refer to Property Definitionsfor details). As required, enter values for these
properties in the Property Value fields.
Once the required details have been specified click OK. The new compartment element
type is then added to the catalogue.
Edit the details as required (see Create Catalogue Compartment Element for details) and
click OK.
The following options are located on the List Tools - Compartment Typicals tab:
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Actions Section
Continue at:
• Create Compartment Typicals
• Edit Compartment Typicals
• Update Compartments with changes to Compartment Typicals
Enter a unique name for the compartment typical in the Name field and a description in the
Description field.
Note: Compartment element types are specified using the Compartment Element
Groups window. Refer to Compartment Element Types for details.
Double-click on the required type, or select it then click Select. An element of that type with
an automatically generated name is then added to the window. For example:
The automatically generated names are taken from the short form name of the selected
compartment element type, suffixed with a number.
Repeat for each required compartment element.
The window shows the compartment element type and type group, and the name and
description of the compartment typical. These details cannot be changed.
The Name field displays the default compartment element name. Amend this as required.
If required, change the Load Flow from Closed (the default) to Open.
The details in the Catalogue Information section of the window can be completed by
selecting an element from the Compartment Elements Catalogue.
Alternately, users may simply enter details into these fields “manually”.
To select an element from the catalogue, click the button in the Catalogue No field. The
Select from Catalogue window is then displayed:
The window lists the catalogue elements of the same type as the typical compartment
element. Double-click on the required catalogue element, or select it then click Select.
The Select from Catalogue window then closes and the details of the selected catalogue
element then populate the fields in the Catalogue Information section. These details
cannot be changed.
The Customize button is disabled when this window is accessed from the Typicals
catalogue.
Alternately, to enter details “manually”. Complete the Manufacturer, Model No and
Description fields as required.
The Symbols section is used to select which user-defined symbols are to be used to
represent the new compartment element on Key One Line and Single Line Diagrams.
Click the button next to the KOL or SLD field as appropriate. The User Defined Symbol
List window is displayed:
The window displays all the user-defined symbols defined for the selected compartment
element type (refer to User-Defined Symbols for details). If none have been defined for the
type, the window will be blank.
Double-click on the required symbol, or select it and click Select. The name of the selected
symbol is then displayed in the field.
In the No. of Terminals section, enter the number of left and right terminals on the
compartment element type in the Left and Right fields.
The Properties section lists all the properties that the compartment element type has been
associated with (refer to Property Definitions for details). As required, enter values for these
properties in the Property Value fields.
Once the required details have been specified click OK.
The element will then be assigned as a fed item for the selected element. If that item is
already feeding another element, the element will added as a second fed item, and listed in
the Fed Item 2 field. For example:
Note: Compartment elements may feed more than two other elements, but the window will
only display the first two.
Click Yes.Note that the graphical view of the compartment typical is displayed twice if this
option is, one of each distribution diagram type.
A viewer window displaying the compartment typical is then displayed. For example:
If an item that was part of the typical has subsequently been deleted, a message is
displayed to inform the user of this. For example:
View Options
The following facilities are located at the bottom of the window:
• To zoom in and out use the Scale slider, the plus and minus buttons, or hold down the
Ctrl key and move the mouse wheel up (to zoom in) or down (to zoom out).
• Click Scale to Fit to zoom out or in so that contents of the diagram fit the window.
• To display a small window in the bottom-right corner of the main window displaying an
overview of the diagram, click Overview.
For element with symbols that have more than one connection point, further sub-menus will
be available for each of them, listing the available (unused) connections. Select the required
connection.
The order of the elements in the graphical view will then rearrange accordingly.
Note: This is a graphical change only. It does not change which elements feed which other
elements. This is set in the Compartment Typical window. Refer to Change Fed
Item Assignments.
Toolbar Options
Refresh Manually refreshes the drawing with changes to the layout that
were not automatically implemented in the drawing.
Show Grid Used to toggle the display of the drawing grid on and off (it is on
by default).
Snap to Grid Used to toggle the snapping of drawing elements to the grid on
and off (it is on by default).
Edit the details as required (see Create Compartment Typicals for details) and click OK.
If changes were made that will change how the compartment typical would appear in
distribution diagrams, a message will be displayed asking the user whether or not they wish
to view these changes. Refer to View and Edit Compartment Typical Graphics for details.
Once the details of a compartment typical have been edited, the changes should be applied
to those compartments to which the compartment typical has already been applied. Refer to
Update Compartments with changes to Compartment Typicals for details.
The window lists the compartments which will be updated by the procedure.
To proceed with the update, click Apply.
The outcome of each update is displayed in the Result column, e.g. “Updated”:
Compartments that are being edited by another user will not be updated, and this will be
reflected in the Result column.
Click OK to exit the window.
Refer to Working with the Data Grid for information on the grid controls including selecting a
record, and sorting and filtering the grid data.
Continue at:
• Create Catalogue Motor
• Edit Catalogue Motor
• Import Motor Catalogue Data
Enter the required details and click OK. The new motor is then added to the catalogue.
11 Exports
This section describes the export options available on the Manage and List Tools tabs.
Continue at:
• Export to Excel
• Export to XPS and PDF Files
• Export Selected Datasheet Files
• Export to AVEVA NET
Use the window to select the folder to which the datasheets are to exported and click OK.
The export of the selected datasheets then takes place. A message is displayed when the
export is completed, for example:
In the Root Folder field, enter the root folder under which the sub-folders that contain the
exported files are to be located. Click the … button to browse for the required folder.
If no sub-folders are specified, as described below, all the files will be exported into this
folder.
To specify the sub-folder structure, select the drawing attributes that will define the names of
the sub-folders and from the Sub Folder list.
To select an attribute, check the appropriate checkbox. The selected attribute is then
displayed in curly brackets in the field below the list.
As required, enter delimiter characters or text between the selected attributes in this field.
To specify the file name format of exported drawings, follow the same procedure as for sub-
folders, but using the File Name list and field.
Example:
In the example above, a Sub Folder structure of {ProjectNo}-Area{AreaNo} and a file name
format of {DocNo}-{Sheet}-{Rev} have been selected. The selected root folder is
"C:\AVEVA".
Using these settings, from a project called "Project1", drawings are exported with the
following details:
00 ABC123 1 A
01 XYZ890 1 B
This will result in the creation of folder structure and files as follows:
C:\AVEVA (root folder)
Project1-Area00 (sub-folder)
ABC123-1-RevA.xls (exported datasheet file)
Project1-Area01 (sub-folder)
XYZ890-1-RevB.xls (exported datasheet file)
Exporting Datasheets
Select the datasheets in the Datasheets Grid.
On the List Tools - Datasheets tab, click Selected Datasheets in the Export section, then
Copy to User Defined Names from the menu that is then displayed.
If changes made since the last issue are to be highlighted, click Copy to User Defined
Names with Previous Issue's Changes highlighted instead.
The export of the selected datasheets then takes place. A message is displayed when the
export is completed, for example:
Electrical data of various types and from different sources can be exported to AVEVA NET,
for example loads data or data from reports. From the Name field, select the type of data
export to AVEVA NET to be configured.
If a log file is to be generated for the export type, check the Log Enabled checkbox.
The Log File field will then become enabled. In the field, specify the file name and the
location of the log file (a .txt file). Click the … button to browse for the required folder.
In the Staging Area field, specify the top level folder into which files are to be exported.
Click the … button to browse for the required folder.
If the Create Trigger File checkbox is checked, a trigger.start file (an empty text file) is
created in the staging area folder for each file type. The purpose of the trigger.start file is to
trigger the AVEVA NET Portal’s import controller to automatically process all the files that
reside in the same folder.
If, for every object being exported, a separate output file is to be generated, check the
Output File Per Object checkbox.
To select mapping files for the export of data and specify other settings, click Settings. The
Non-CAD Mapping Configuration window is then displayed.
The mappings between Electrical data and AVEVA NET Portal format data are stored in
XML files, one for each of the types of mapping:
• Object Mapping
• Class Mapping
For details of these files, refer to AVEVA NET Export Configuration Files.
Click the appropriate … button to browse for the required mapping file.
Click the open file button to open the selected file. It will open in the default text editor,
for example Notepad.
If no file is specified in the field, a new, blank .txt file is opened. If a file is specified that does
not exist, the user will be asked if they want to create that file at the specified location. If the
users clicks Yes, a new blank .txt file is created and opened for editing.
To populate the fields with the default mapping files supplied with AVEVA Electrical, click
Copy Sample Files.
Once the export is completed, the Export Report window is displayed, listing the items for
which a data export was requested and whether or not that export was successful or not.
12 Cable Sizing
Engineer includes a facility for calculating the sizes of cables required for loads. The facility
will calculate the core size and cable type of cables required for a load based on the values
entered by the user, and automatically generate the required cables.
The equations used for cable sizing are either from a selected standard, or user-generated
equations stored in an external file (an Excel spreadsheet).
Continue at:
• Cable Sizing Setup
• Calculate Single Cable Size
• Calculate Multiple Cable Sizes
• External Cable Sizing
• Cable Sizing Check Report
Note: The exact layout of the window will depend on the selected standard.
Enter or select the default values. Note that fields displayed in the lower section of the
window change to depending on whether Free Air or Buried Underground is selected from
the External Situation list.
To view and (if required) add de-rating factors, access the De-Rating Factors tab:
The top section lists the de-rating factors from the selected cables sizing standard. These
cannot be edited.
The lower section is used to add, edit and delete project specific de-rating factors if
required.
Click Add to create a new de-rating factor, and enter its description and value in the fields
provided.
To delete a de-rating factor, select it and click Delete.
Note: Project specific de-rating factors should all be fully defined before any cable sizing
calculations are preformed.
When a project specific de-rating factor is added or deleted, any cable calculations
already carried out are made effectively incorrect. The following message will be
displayed:
The tab lists the cable property fields. If a field is to be included in the report, make sure its
Select checkbox is checked.
Click Save to save any changes and exit the window.
Note: The first time that the Cable Sizing window is accessed the following disclaimer is
displayed:
The message can be viewed again from a link on the Cable Sizing window.
The layout of the window depends on the cable sizing standard selected in the Options
window (AS, BS, IEC or NEC). For example, if the IEC standard is selected, the following is
displayed:
Note: For further details of the Cable Sizing window, refer to the AVEVA Electrical
Common Functionality User Guide.
Note: If user-defined cable sizing equations from a spreadsheet are to be used, check the
External Cable Sizing checkbox. Refer to External Cable Sizing for details.
Whichever standard is in use, select the appropriate details on the Cable Sizing tab and
complete the Cable Length field.
Note: If no length is entered, cable sizing may still take place using the default length
entered in the Preferences window, if Zero Length Cable Sizing is enabled in that
window. Refer to Options for details.
From the External Situation list, select either Free Air or Buried Underground. The middle
section of the tab then changes to display the fields relevant to the selected situation. For
example:
or:
The Fault Protection tab includes two further tabs, Short Circuit and Earth Current:
On the Short Circuit tab, complete the details as required, and click the Calculate Short
Circuit button to calculate the minimum required core size.
On the Earth Current tab, enter the voltage factor at device value, and click Calculate
Earth Fault Current to calculate the Earth Loop Impedance and Earth Fault Current values.
The Running Condition, Starting Condition, and Fault Protection fields are completed
automatically when the Size Cable button is pressed.
Clicking the up arrow next to the Core Size field, increases the size and re-calculates the
sizing results.
The user can select a de-rating factor which will be used instead of the calculated value.
To select a de-rating factor, click the De-rating Factors button. The Derating Factors
window is then displayed:
Select the required factor from the list. The list includes the de-rating factors that are part of
the standard, and user-defined project specific de-rating factor set up using the Cable
Sizing Configuration window (see Cable Sizing Setup).
If a value is 1 then the rating will have no effect on the calculation.
Click Save. The selected factor is then displayed in the Chosen De-rating Factor field.
The Chosen De-rating Factor field value can only be set by the user to be equal to or less
than the Calculated De-rating Factor field value.
If this field is blank when the Size Cable button is clicked, it will be automatically populated
with the calculated value.
Note: In order for cable data to be selected from the cable catalogue, the following values
in the window must match those of a cable or cables in the catalogue:
* If the Rated Voltage / VoltageDesc field has a value then it is used to find a valid value
in the Cable Catalogue grid. If the field has no value then does not search for a valid
value in the Cable Catalogue grid.
Click Save to save these details and exit the window.
Note: For details of the cable sizing calculations, refer to the AVEVA Electrical Common
Functionality User Guide.
Select the loads that are to have their cables sized by checking the appropriate Accept
checkboxes. Check the Select All checkbox to check all the Accept checkboxes.
Note: If user-defined cable sizing equations from a spreadsheet are to be used, check the
External Cable Sizing checkbox. Refer to External Cable Sizing for details.
Refer to Working with the Data Grid for information on the grid controls including selecting a
record, and sorting and filtering the grid data.
The following options are located on the List Tools - External Cable Sizing Catalogue tab:
Records Section
Refresh
New These common options are also located on the Home tab.
Edit Refer to the Common Functionality User Guide for details.
Delete
Actions Section
Revisions Used to view a list of all templates and their revisions. Refer to
Template Revisions for details.
Printing Section
Number of Copies Used to select the number of copies of templates required for
printing. Refer to Print Templates for details.
Print Forms Used to print selected templates. Refer to Print Templates for
details.
Enter the name and description of the template in the fields provided.
Click the button in the File Name field to browse for and select the template. Its file name is
then displayed in the field. The template can be viewed in Excel by clicking the Open button.
Enter the number of columns and rows in the Spreadsheet Layout fields.
The Current Revision field is automatically completed and will be blank for new templates.
Click OK to add the template to the catalogue.
When templates are added to the catalogue they are automatically placed in the cable
sizing folder defined for the project (entered in the Ext CS Template folder field of the
Project Data window - this folder also contains a sample template).
Edit Templates
To edit a catalogue template, select it in the grid and then click Edit in the Records section
of the Home tab to display the Template Information window:
Delete Templates
To delete a catalogue template, select it in the grid and then click Delete in the Records
section of the Home tab.
If the template has been associated with equipment, it cannot be deleted. A message is
displayed to inform the user of this.
Otherwise, the following window is displayed:
Delete from List Only Delete the template record from the catalogue (does
not delete the actual Excel template file - if it exists).
Delete Cable Sizing Deletes the Excel template file (does not delete the
Template File Only template record in the catalogue).
Delete from List and Delete both the template file AND remove the record
Template File from catalogue.
Template Revisions
When first added to the catalogue, a template will have no revision. Templates are
automatically assigned new revisions whenever it is edited and saved in the External Cable
Sizing Design window.
To view a list of all revisions of all templates in the catalogue, click Revisions in the
Actions section of the List Tools - External Cable Sizing Catalogue tab. The Revisions
window is displayed:
To view the revisions for a single template, click on the + icon next to its listing.
To view revisions for all reports, click Show All Revs.
Print Templates
To print a template or template, select them in the catalogue grid.
Enter the number of each selected template to be printed in the Number of Copies field in
the Printing section of the List Tools - External Cable Sizing Catalogue tab, then click
Print Forms.
Datasheet Layout
The left-hand area contains the template spreadsheet layout and shows each cell as
previously defined in Microsoft Excel. The layout cannot be changed in this window, it must
be changed in Excel. The grey coloured cells indicate which cells have already been
mapped (or linked) to a database field.
Note: To see which DataLink (field) is mapped to a particular cell, click in the cell and the
list view (see below) will highlight the DataLink. The feature works only when the
Used checkbox is checked (see below).
Command Buttons
Print Opens the template in a Print Preview window from where it can be
printed. In the preview, all the mapped field names are displayed in
their respective cells.
Zoom Zooms the Datasheet Layout area according to the value selected
Close Closes the window. If there are any unsaved changes, a message will
be displayed suggesting that they be saved.
The window lists the templates in the cable sizing template catalogue (see External Cable
Sizing Catalogue). Double-click on the required template, or select it and click OK.
The window then closes and the template is then assigned to the equipment or incomer. Its
name displayed in the External Cable Sizing Template field.
Note: Make sure that the equipment in question has been allocated an external cable
sizing template before doing so. If this has not been done, an error message is
described when cable sizing is attempted.
If a single load was selected the Cable Sizing window is displayed. If multiple loads were
selected the Multiple Cable Sizing window is displayed. Refer to Calculate Single Cable
Size and Calculate Multiple Cable Sizes for details of these windows.
At the bottom of both windows is an External Cable Sizing checkbox:
Click Yes if the tab is to be completed with the default values entered in the Cable Sizing
Configuration window (see Cable Sizing Setup).
The window shows the differences between AVEVA Electrical data and proposed (imported
Excel template) data for the load.
To accept the changes either, select individual field data by clicking Accept checkbox for
each, or select the Accept All checkbox at the top of this window.
To save the checked (accepted) data, click Save (alternatively cancel the sizing procedure
by clicking Stop Cable Sizing).
The cable sizing values from the template are then imported and the Cable Sizing Result
window is displayed:
When the cable sizing procedure takes place, the results of the procedure are saved to a
temporary results file. This is a copy of the template file completed with the results of the
procedure. Click Yes to view it in Excel. Click No if this is not required.
If the above window is not be shown again, check the Don’t show again checkbox before
clicking the required button.
The Sizing Result tab is completed with the results of the procedure. Use the Update
button to select the cable catalogue number etc, as described in Calculate Single Cable
Size.
To review and then accept or reject the differences between AVEVA Electrical data and
Proposed (imported Excel template) data for the load for each load individually, click
Process each Record and Show Differences one by one.
The Compare/Update window is then displayed with the differences for the first load to be
processed displayed:
To accept the changes either, select individual field data by clicking Accept checkbox for
each, or select the Accept All checkbox at the top of this window.
To save the checked (accepted) data, click Save (alternatively cancel the sizing procedure
by clicking Stop Cable Sizing).
For each cable generated by the cable sizing facility (see Calculate Single Cable Size)
differences between current and sized values are displayed. There will be a row for each
field in which there is a difference.
The fields which are included in the report are specified on the Cable Sizing Check Report
tab of the Cable Sizing Configuration window (see Cable Sizing Setup).
Where there are differences, “Difference” is displayed in the Result column. If there are no
differences, “No Difference” is displayed in the Result column and the field and value fields
will be blank.
If no cable data has been calculated for a load, “No Cable data” is displayed in the Result
column and the Cable No field will be blank.
13 Work Packs
Work packs can be created which consist of collections of items with shared project
management requirements or properties. For example, all the items an individual user or
group of users is concerned with may be assigned to a single work pack. Time constraints
may be assigned to work packs, for example the required start and completion dates of
items in the a work pack, so that work can be more easily prioritised.
For a description of this functionality, refer to the Common Functionality User Guide.
14 Change Reports
15 Report Manager
AVEVA Electrical has an in-built Report Manager that enables users to create and modify
reports.
For a description of this functionality, refer to the Common Functionality User Guide.
The following section explains the how the load calculations work, including all the
equations used. A definition of terms can be found in the glossary at the end of the section.
Continue at:
• Load Detail Window
• Supply Detail Window
• Glossary
The Mechanical Load field has a feature that enables the user to select a valid Nameplate
Rated Power field value from the Motor Catalogue. The rule that the list of motor catalogue
records must have a power value equal or greater than Mechanical Load field value still
applies.
Note: When Load fields are populated from the motor catalogue, the calculations are not
executed. The load calculations are only executed when one of the Load fields is
updated.
The Absorbed Power field value must be equal to or less than the Nameplate Rated
Power field value.
A.1.7 Efficiency
The Efficiency field has a unit value of %.
Reactive Electrical Power = Electrical Power * √ ( (1- Power Factor 2) / Power Factor
2
)
A.1.13 Current
The Current field has a unit value of A. The current calculations below depend on the
number of phases and therefore the voltage type. The equation for voltage is:
Line Voltage = Phase Voltage * √3
The steps to calculate the Full Load Current are shown below:
1. Convert Nameplate Rated Power to kW. Conversion factor is kW = 1.3410221 hp.
2. Nameplate Electrical Power = Nameplate Rated Power / Nameplate Efficiency) * 100.
3. Nameplate Reactive Electrical Power = (Nameplate Electrical Power * √ (1- Nameplate
Power Factor 2 )) / Nameplate Power Factor.
4. Nameplate Total Reactive Power = Power Factor Correction + Nameplate Reactive
Electrical Power.
5. Nameplate Active Electrical Power = √ (Nameplate Electrical Power 2 + Nameplate
Total Reactive Power 2).
6. 1 Phase Load Full Load Current = (Nameplate Active Electrical Power * 1000) / Phase
Voltage.
7. 2 Phase Load Full Load Current = (Nameplate Active Electrical Power * 1000) / Line
Voltage.
8. 3 Phase Load Full Load Current = (Nameplate Active Electrical Power * 1000) / (Line
Voltage * √3).
Note: The voltages used in this calculation are equipment voltages, not project voltages
(refer to Project Voltages for details of the equipment and project voltages).
The two examples below show the variations of the window for equipment types that have
busbars and windings respectively.
Busbar Diversity Power Factor = Busbar Diversity Active Power / Busbar Diversity
Load
The current calculations below depend on the number of phases and therefore the voltage
type. The equation for voltage is:
Line Voltage = Phase Voltage * √3
The current calculations below depend on the number of phases and therefore the voltage
type. The equation for voltage is:
Line Voltage = Phase Voltage * √3
Busbar Maximum Demand Current = (Busbar Maximum Demand Load * 1000) / Line
Voltage
Load Summary Diversity Power Factor is calculated for continuous, intermittent and standby
using the equation:
Load Summary Diversity Power Factor = Load Summary Diversity Active Power /
Load Summary Diversity Load
The current calculations below depend on the number of phases and therefore the voltage
type. The equation for voltage is:
Line Voltage = Phase Voltage * √3
This is the total for all busbars in the equipment tag. The equation is:
Load Summary Maximum Demand Reactive Power = kTRC + kTRI + kTRS
Load Summary Diversity Reactive Power for Continuous = kTRC
Load Summary Diversity Reactive Power for Intermittent = kTRI
Load Summary Diversity Reactive Power for Standby = kTRS
The current calculations below depend on the number of phases and therefore the voltage
type. The equation for voltage is:
Line Voltage = Phase Voltage * √3
A.3 Glossary
This glossary consists of definitions of the following terms:
• Load Power
• Electrical Load Power
• Nameplate Power
• Absorbed Power
• Utilization Factor
• Apparent Load Power
• Reactive Load Power
• Power Factor
• Line Voltage
• Phase Voltage
• Current
A.3.11 Current
This is the current that carries the power to the item. This has the units of Amps.
The following configuration files will be used by the AVEVA Schematic Gateway to process
the input:
• Project Configuration
• Object Mapping
• Class Mapping
For a description of these files, refer to the Common Functionality User Guide.
Index
A add . . . . . . . . . . . . . . . . . . . . . . . . . 8:11
assign tag . . . . . . . . . . . . . . . . . . . 8:16
Allocate Cable Sizing Templates to Equipment batch assign tags . . . . . . . . . . . . . . 8:17
12:20 copy tag data during data entry . . . . 8:5
data entry . . . . . . . . . . . . . . . . . . . . . 8:2
C datasheet change preferences . . . . 8:7
datasheet form catalogue . . . . . . . 8:44
Cable Sizing . . . . . . . . . . . . . . . . . . . . . 12:1 delete . . . . . . . . . . . . . . . . . . . . . . . 8:20
Cable Sizing Check Report . . . . . 12:25 edit datasheet information . . . . . . . 8:19
Calculate Multiple Cable Sizes . . . 12:10 import datasheets from Excel . . . . 8:26
Calculate Single Cable Size . . . . . . 12:5 importing project catalogues . . . . . 8:56
External Cable Sizing . . . . . . . . . . 12:13 issues . . . . . . . . . . . . . . . . . . . . . . . 8:23
Setup . . . . . . . . . . . . . . . . . . . . . . . 12:1 list . . . . . . . . . . . . . . . . . . . . . . . . . . 8:9
Catalogue Compartment Elements merge into a single document . . . . 8:31
Create . . . . . . . . . . . . . . . . . . . . . . . 10:2 print . . . . . . . . . . . . . . . . . . . . . . . . 8:20
Edit . . . . . . . . . . . . . . . . . . . . . . . . . 10:3 publish . . . . . . . . . . . . . . . . . . . . . . 8:29
Change Reports . . . . . . . . . . . . . . . . . . 14:1 revisions . . . . . . . . . . . . . . . . . . . . . 8:21
audit manager . . . . . . . . . . . . . . . . 14:1 view and edit . . . . . . . . . . . . . . . . . . 8:1
Compartment Element Groups and Types Defining
Create . . . . . . . . . . . . . . . . . . . . . . . 3:18 New Mapping Definition 3:36, 3:46, 4:26
Delete . . . . . . . . . . . . . . . . . . . . . . . 3:20 Distribution Diagram
Edit . . . . . . . . . . . . . . . . . . . . . . . . . 3:19 options . . . . . . . . . . . . . . . . . . . . . . . 9:2
Compartment Element Types . . . . . . . . 3:16 Distribution Diagrams . . . . . . . . . . . . . . . 9:1
Compartment Elements Catalogue . . . . 10:1 add/edit project symbols . . . . . . . . 9:31
Compartment Typicals Catalogue . . . . . 10:4 create . . . . . . . . . . . . . . . . . . . . . . . . 9:5
Create Compartment Typicals . . . . 10:5 create content of Key One Line diagrams
Edit Compartment Typicals . . . . . 10:15 9:17
Update Compartments with Changes 10:16 list . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1
pre-defined symbols . . . . . . . . . . . 9:31
D user-defined symbols . . . . . . . . . . . 9:32
view/edit . . . . . . . . . . . . . . . . . . . . . . 9:7
Data Grid Distribution Diagrams List
working with . . . . . . . . . . . . . . . . . . . 2:6 access . . . . . . . . . . . . . . . . . . . . . . . 9:1
Datasheets . . . . . . . . . . . . . . . . . . . . . . . 8:1 Document List . . . . . . . . . . . . . . . . . . . 8:38
access list . . . . . . . . . . . . . . . . . . . . . 8:9
T
Tag Formats . . . . . . . . . . . . . . . . . . . . . 3:22
edit . . . . . . . . . . . . . . . . . . . . . . . . . 3:27
new . . . . . . . . . . . . . . . . . . . . . . . . . 3:24
U
User Interface . . . . . . . . . . . . . . . . . . . . . 2:1
ribbon menus . . . . . . . . . . . . . . . . . . 2:2
V
View data by datasheet form type . . . . . 8:59
W
Work Packs . . . . . . . . . . . . . . . . . . . . . . 13:1