Projects

Configuration and Reference Guide

Smart Engineering Manager 2018 (9.0) Smart P&ID 2014 R1 (7.1) Smart Electrical 2018 (8.0)
June 2018
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Projects Configuration and Reference Guide 2

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Projects Configuration and Reference Guide 3

Contents
Introduction to Projects .............................................................................................................................. 6
Understanding the Basic Project Concepts ............................................................................................ 6
What is a Site? ................................................................................................................................. 6
What is a Plant? ............................................................................................................................... 6
What is a Project? ............................................................................................................................ 7
What is Claiming?............................................................................................................................. 7
Using Projects Within SmartPlant ........................................................................................................... 7

Working with Plants and Projects ............................................................................................................. 9

Working Directly in a Plant ...................................................................................................................... 9
Using a Project for New Design Work..................................................................................................... 9
Using Projects with an As-Built Facility Model ...................................................................................... 10
Using Projects for Multiple, Overlapping Projects ................................................................................. 10
Using Projects to Explore Alternative Designs ..................................................................................... 11

Intergraph Smart® P&ID Project Management ....................................................................................... 12

Working with Projects ........................................................................................................................... 12
Working with Off-Site Projects ........................................................................................................ 13
Enabling Projects ............................................................................................................................ 13
Creating a Project ........................................................................................................................... 15
Setting the Project Scope ............................................................................................................... 23
Reviewing the Project Status ......................................................................................................... 25
Finishing a Project .......................................................................................................................... 29
Deleting Projects ............................................................................................................................ 30
Disabling Projects ........................................................................................................................... 32
Working with Drawings within a Project ................................................................................................ 33
Fetching a Drawing to an Active Project ........................................................................................ 34
Checking a Drawing Out to an Active Project ................................................................................ 39
Returning a Drawing to the Plant Using Check In .......................................................................... 44
Reviewing the Drawing Status ....................................................................................................... 47
Comparing Drawing Versions ......................................................................................................... 48
Editing Drawing Items Within a Project ................................................................................................. 54
Item Tag Validation......................................................................................................................... 54
Claiming Items ................................................................................................................................ 55
Reviewing a Claim Status .............................................................................................................. 65
Releasing a Claimed Item .............................................................................................................. 66
Comparing and Refreshing Versions ............................................................................................. 67
Sample Project Workflows .................................................................................................................... 78
Undo a Checkout ............................................................................................................................ 80
Refresh: Modify a Drawing Concurrently in Two Projects .............................................................. 82
Fetch a Deleted Drawing ................................................................................................................ 85
Check in Multiple Representations ................................................................................................. 88
Fetch Older Drawing Versions and OPCs ...................................................................................... 91
Using Workshare with Projects ............................................................................................................. 94

Projects Configuration and Reference Guide 4

 Contents

Projects vs. Workshare................................................................................................................... 95

Sample Workflows .......................................................................................................................... 97

Intergraph Smart® Electrical Project Management ............................................................................. 106

Project Management Common Tasks in As-Built ............................................................................... 107
Understanding Statuses ............................................................................................................... 108
Rules for Changing Statuses ........................................................................................................ 109
Scoping the Project ...................................................................................................................... 110
Modify Project Status.................................................................................................................... 110
Project Management Common Tasks for a Project ............................................................................ 111
Filter the Project Management Table Display .............................................................................. 113
Generate an Excel Report ............................................................................................................ 113
Select a Display Option ................................................................................................................ 114
Backup a Project .......................................................................................................................... 114
Restore a Project .......................................................................................................................... 114
Scoping Items ..................................................................................................................................... 115
Select a Project ............................................................................................................................ 115
Rules for Scoping Items ............................................................................................................... 116
Add Items to the Project Management Table in As-Built.............................................................. 117
Scope Items .................................................................................................................................. 117
Use the Buffer to Scope Items ..................................................................................................... 118
Claiming Items for Editing ................................................................................................................... 118
Add Items to the Project Management Table in a Project ............................................................ 119
Claim Items ................................................................................................................................... 119
Set Claim Mode ............................................................................................................................ 120
Release Claim in Smart Electrical ................................................................................................ 120
Mark Items as Completed............................................................................................................. 120
Clear Mark as Completed ............................................................................................................. 121
Release from Merge ..................................................................................................................... 121
Merging Items into As-Built ................................................................................................................. 122
Compare a Document in a Project with a Document in As-Built .................................................. 122
Run a Test Merge ......................................................................................................................... 123
Merge Items into As-Built ............................................................................................................. 123

Index ......................................................................................................................................................... 124

Projects Configuration and Reference Guide 5

SECTION 1

Introduction to Projects
Plants, once designed and built, are often modified throughout their lifecycles. During these
modifications, information assets of the "As-Built" state must be maintained. Using projects in
your plant allows you to maintain this information while allowing multiple projects, possibly
overlapping and running concurrently, to be designed, approved, constructed, and/or canceled.

Understanding the Basic Project Concepts

To configure a successful projects environment, you must first understand the building blocks
used to create this environment.

What is a Site?
A site is a logical unit of data that is normally used to model a collection of physical plants. Every
plant within a site has a unique identity. You access a site by opening the smartplantv4.ini file,
which contains the database type, connection alias, and the schema information for the site and
the site data dictionary. The site schema basically keeps track of the plants in the site.
The Site Server node is the root directory for each site when opened in Intergraph Smart®
Engineering Manager.

What is a Plant?
A plant is a logical unit of data that is normally used to model a single physical plant. A plant has
a single plant hierarchy that defines the breakdown of the whole plant into its functional parts.
Every object within a plant has a unique identity.
A plant makes use of a single data dictionary and a single set of reference data. Named objects
are normally unique within a plant, but this is not a requirement.
A plant defines the largest scope of a report, and a plant can contain many P&ID drawings.
Plant items such as equipment, instruments and pipes are shown in schematic form on the
drawings.

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 Introduction to Projects

What is a Project?
A project is a logical unit of data that is related to a plant. A project is used for making controlled,
incremental changes to the data in a plant. There can be multiple projects for a plant at any
given time.
The identity of objects within a project is the same as their identity within the plant. All projects of
a plant share the same data dictionary and the same reference data that is used by the plant. All
projects of a plant share the same plant hierarchy, with a few exceptions as noted later.
The scope of a project may be limited so that it deals only with a subset of the drawings and
plant items that exist within the plant. Changes made to items in a project do not immediately
affect the corresponding items in the plant. A project may be completed and merged back into
the plant, or canceled and discarded without affecting the plant.

What is Claiming?
The Claim operation identifies the scope of a project within a drawing. A project may affect some
items on a drawing and leave others unchanged. All items that are affected by the project must
be claimed before they can be modified or deleted. When a new item is placed on a drawing (in
a project) it is automatically claimed.
In Options Manager, a plant setting called Claim Mode controls how items are claimed by
concurrent projects. If the claim mode is Exclusive, only one project can claim an item at any
given time. Exclusive claim mode enforces the rule that concurrent projects do not overlap at the
object level. With this setting, conflict resolution at check-in time is simplified. If the claim mode
is Shared, a single item can be claimed to more than one project. Shared claim mode allows
concurrent projects to overlap at the object level. This setting may be required for plants that
have truly overlapping projects; however conflict resolution at check in time will be more
complex.
You can change the claim mode to Shared at any time. However, you can change the mode to
Exclusive only when there are no claims in any project in the Plant.

Using Projects Within SmartPlant

Connecting your plant to SmartPlant introduces extra ramifications for projects in Drawing
Manager. For instance, if you want to fetch a version of a drawing from your own project
database (to roll back to an earlier version, for instance) the version creation timestamp must be
later than the timestamp for the last publishing to SmartPlant.
When you are connected to SmartPlant and try to delete a fetched drawing that you have
claimed items on, you must release all claims before you can do so. You must manually release
these claims; Intergraph Smart® P&ID does not release your claims automatically. When you try
to delete the fetched drawing, you see the message Release all claims prior to Delete.
Likewise if a checked-out drawing has claimed items on it when you try to undo the checkout,
the Remove from Project option on the Undo Checkout dialog box displays this message:
Release all claims prior to Undo Checkout with this option.
You are always free to fetch a drawing in read-only or read/write mode, whether there are
claimed items or not. However, SmartPlant does not allow a fetched drawing with read/write
permissions to be overwritten when it is checked out or fetched again. In order not to replace an
existing fetched drawing with read/write permissions in a project database when you check out a

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 Introduction to Projects

version of it, the Replace Existing P&ID option on the Check Out dialog box is never
available. Likewise the OK button on the Fetch dialog box is not available if you select a
drawing to fetch that you have already fetched with read/write permissions. Of course, if you
really want to overwrite a drawing you already have fetched, you can delete the fetched version
first.

Projects Configuration and Reference Guide 8

SECTION 2

Working with Plants and Projects

Depending on your design requirements, projects can be used in several different
configurations.

In This Section
Working Directly in a Plant ............................................................. 9
Using a Project for New Design Work ........................................... 9
Using Projects with an As-Built Facility Model............................... 10
Using Projects for Multiple, Overlapping Projects ......................... 10
Using Projects to Explore Alternative Designs .............................. 11

Working Directly in a Plant

The traditional method of creating drawings and working directly in the plant is still supported.
There is no requirement to make use of the new project features if they are not needed. When a
new plant is created, projects are disabled by default. You must explicitly enable projects before
any project can be created. However, once you have enabled projects for a plant, you can no
longer edit the plant directly. All changes to the plant must be done through a project.

Using a Project for New Design Work

When working on the design for a new plant, some organizations adopt the Task/Master
approach. In this approach, all new design work is done in the task database. At certain
important milestones, drawings and data from the Task database are merged into the Master
database. Usually, drawings and data from the Task database are merged only after they have
been approved. The drawings and data in the Master database are available to be viewed by a
wider audience, including other groups within the organization.
The project features in Smart P&ID can be used to implement this Task/Master approach. In this
scenario, the Plant is the Master database and a single project created in the Plant is used as
the Task database. The project remains active as long as work continues in the Plant, with all
new design work being performed within the project. When drawings are approved and they
need to become visible to a wider audience, they are merged into the Plant. If approved
drawings need to be revised, the drawings can be fetched from the Plant into the project for
revisions. Once the revisions are complete, they can be merged back into the Plant.

Projects Configuration and Reference Guide 9

 Working with Plants and Projects

Using Projects with an As-Built Facility Model

Owners of existing plants frequently need to maintain a facility model that documents the current
state of the physical plant. This facility model is sometimes called the As-Built model. As
changes are made to the physical plant, the As-Built model must be updated to reflect those
changes. Changes come in all sizes from minor maintenance projects to major capital
improvement projects. Frequently, multiple projects are active at any point in time.
The project features in Smart P&ID can be used to implement a Project/As-Built model. The
Plant is designated as the As-Built database and a project is created in the Plant for each
revamp or major capital improvement to the Plant. Existing drawings that need to be changed
are fetched to the project. The scope of the project is defined by claiming the existing objects
that need to be modified. New items on existing drawings can be created within the project.
Also, totally new drawings can be created within the project. When the project work is done and
approved, the project drawings are merged back into the plant. The completed project can then
be deleted to free up resources for other projects.
Maintenance work and smaller projects can be handled via formal projects as described above.
Alternatively, this kind of work can be handled by an on-going project that is reserved
exclusively for maintenance work. Individual drawings can be fetched into the maintenance
project, as needed, and the necessary changes can then be performed within the context of the
project. The individual drawings can then be merged back into the plant without terminating the
project.

Using Projects for Multiple, Overlapping Projects

A typical Plant may have many active projects at any point in time. Some of these projects may
affect unrelated areas of the Plant. However, some projects may overlap in both their scope and
their timelines. For example, there may be a long range capital project and a smaller revamp
project that both involve changes to some of the same drawings and/or items in the Plant.
Another factor to consider is that some projects build on each other. The final design of one
project may be the starting point of the next project.
The project features in Smart P&ID can be used to support these types of concurrent
engineering activities. For unrelated projects, the basic fetch/check out and merge/check in
operations allow the facility model to be updated in a controlled fashion. For overlapping
projects, the basic fetch and merge operations combined with the object-level claim and the
compare and refresh operations allow the user to resolve all conflicts. The ability to fetch
drawings not only from the Plant but also from other projects allows users to build on the current
work being done in other projects.

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 Working with Plants and Projects

Using Projects to Explore Alternative Designs

During a design cycle it may become necessary to explore the implications of two or more
fundamentally different solutions for the same problem. Each solution may need to be
elaborated with sufficient detail to be able to judge its technical and economic benefits. Once
these analyses are complete, the best solution is selected for implementation and the remaining
alternatives are discarded.
The project features in Smart P&ID can be used to explore such alternative designs. A separate
project can be created for each alternative and the relative existing drawings can be fetched into
each of these projects. The same drawing can be fetched into multiple projects, if necessary.
Design work in each project can then proceed independently. Once all of the designs are
finished and a winner is selected, it can be merged back into the Plant and the other projects
can be canceled.

Projects Configuration and Reference Guide 11

SECTION 3

Intergraph Smart® P&ID Project

Management
The functionality for creating, manipulating and maintaining projects for Smart P&ID is spread
throughout the Smart P&ID and Smart Engineering Manager products as described below.

To... Use...

Configure projects (enable, create, set Smart Engineering Manager

scope, delete, and disable)

Manage drawings (fetch, check in, check Smart P&ID Drawing Manager
out, create and compare versions)

Manage drawing items (claim, compare Smart P&ID

and refresh)

Working with Projects

Plants, once designed and built, are often modified throughout their lifecycles. During these
modifications, information assets of the "As-Built" state must be maintained. Using projects in
your plant allows you to maintain this information while allowing multiple projects, possibly
overlapping and running concurrently, to be designed, approved, constructed, and/or canceled.
Before creating a project in a plant, you must enable that plant for projects. When enabled for
projects, the plant structure becomes the Plant, sometimes referred to as the Master or As-Built
plant. In a Task/Master scenario, the Plant is the Master and the projects are the individual
Tasks.

Database Configuration
To allow work on projects to proceed without affecting the Plant, separate schemas are created
for each project. In other words, all projects must be located in the same database instance as
the Plant, with each project contained within a separate schema (separate database user
names).
The Plant shares reference data with its projects. Changes to the reference data can be made
only in the Plant. In other words, you can use Catalog Manager, Data Dictionary Manager, Filter
Manager, and Format Manager in a project, but you have read-only permissions and are not
allowed to modify any of the data from within these managers.

Fetching and Checking Out Drawings

Once projects are enabled in Smart Engineering Manager, the As-Built can no longer create
drawings; drawings are created inside projects. However, any drawings that might have existed

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 Intergraph Smart® P&ID Project Management

in the plant before projects were enabled remain in the As-Built. All drawing versions in the
As-Built are read-only drawings when projects are enabled, but these drawings can still be
deleted in the As-Built, unless the drawing is either fetched or checked out to a project. If the
plant is registered in SmartPlant Foundation, drawings can be created and edited in the As-Built,
except for drawings that are checked out to a project.

Projects and Claiming

One of the main capabilities associated with using projects in an integrated environment is the
ability for a project to claim a drawing object. When a project claims an object, the project
controls modifications to that object. A project cannot modify objects it has not claimed. All the
modifications and claiming of objects is carried out in the design software, but the claim states of
objects inside drawings do have ramifications for drawing manipulation and for completing
projects. You do not need to check out a drawing to claim items on it; you can claim items on a
fetched drawing.

▪ Projects claim objects in either Exclusive (default) or Shared mode. If you plan to use the
project in an integrated environment, Shared mode is mandatory. Use the Settings view in
Options Manager to set the Claim Mode before creating a project.
▪ When publishing from a project, an instruction container, which contains all the claimed
objects, is created within the tombstone file.
▪ You can change the Claim Mode to Shared at any time. However, you can change the mode
to Exclusive only when there are no claims in any project in the Plant.

Using Workshare with Projects

Workshare functions the same whether using projects or not. The only difference is that when
using projects, only a project can function as a Workshare host. The Plant cannot be a host or
a satellite when projects are enabled.
See Also
Enable Projects Command (Projects Menu) (on page 15)
Enable Projects (on page 14)
Projects vs. Workshare (on page 95)

Working with Off-Site Projects

uses standalone workshare functionality to implement off-site projects. For details, see Using
Workshare in the Smart P&ID Drawing Manager User's Guide.

Enabling Projects
Before you can create projects in a plant, you must activate the plant structure for projects.

Projects Configuration and Reference Guide 13

 Intergraph Smart® P&ID Project Management

When you enable a plant for projects, the plant structure becomes the Plant (often referred to as
the Master or As-Built plant) and the Projects node is added under the Plant node. From this
point on, all changes to the Plant and its drawings must be performed in the context of a project.

▪ The Enable Projects command is not available unless you associate Smart P&ID or
Intergraph Smart® Electrical with your plant. Applications associated with the plant are
automatically associated with the project, except for Smart Process Engineering, for which
projects are not supported. For more information about associating applications, see
Associate Applications Wizard in the Smart Engineering Manager User's Guide.
▪ A plant cannot be enabled for projects if any drawings in the plant are in a re-create state.
▪ If the plant you are enabling for projects is using Workshare, the Satellites folder under the
plant structure is removed when projects are enabled. Therefore, before enabling projects in
a plant structure containing active satellites, you must transfer all drawings from the
satellites back to the host and delete all satellites from the plant.

Enable Projects
1. In the Plant Structures node, select the plant that you want to enable for projects.
2. Click Projects > Enable Projects.

▪ The Enable Projects command is not available unless you associate Smart P&ID or Smart
Electrical with your plant. All applications associated with the Plant are automatically
associated with every project created in the Plant.
▪ When you enable a plant for projects, the plant structure becomes the Plant (often referred
to as the Master or As-Built plant) and all drawings in the Plant are locked down. All
changes to the Plant and its drawings must be performed in the context of a project. To edit
a drawing in project mode, you must use Smart P&ID Drawing Manager to fetch the drawing
from the Plant into a project. To maintain one reference data source for all projects in the
Plant, only the Plant can modify the reference data. For more information about accessing
drawings from within a project, see Smart P&ID Drawing Manager Help.
▪ If the plant you are enabling for projects is using Workshare, the Satellites folder under the
plant structure node is removed when projects are enabled. Therefore, before enabling
projects in a plant structure containing active satellites, you must transfer all drawings from
the satellites back to the host and delete all satellites from the plant.
See Also
Enabling Projects (on page 13)
Using Workshare with Projects (on page 94)

Projects Configuration and Reference Guide 14

 Intergraph Smart® P&ID Project Management

Enable Projects Command (Projects Menu)

Allows the selected plant structure to contain projects. When you enable a plant for projects, the
plant structure becomes the Plant (often referred to as the As-Built plant), and the Projects
node is added under the Plant node.
From this point on, all changes to the Plant and its drawings must be performed in the context of
a project.

Projects Node
The Projects node displays only after projects are enabled for the plant. When projects are
enabled, the plant structure becomes the Plant, which is often referred to as the Master or
As-Built plant. This node shows the active projects in the Plant and displays their attributes in
the List view.
Project names must be unique within a plant and cannot contain any of the following
characters: ~ ` ! % ^ & * ( ) - + = { } [ ] \ / ; : ‘ " < > , . ? |

See Also
Enable Projects (on page 14)

Creating a Project
After enabling a plant for projects, create a project in the Plant using the Projects > New
Project command. When creating a new project, the software automatically creates a new
database containing a project schema based on the Plant schema and project application
schemas based on the applications associated with the Plant. Because the reference data is
shared between the Plant and its projects, the software does not need to create project data
dictionaries.

Projects Configuration and Reference Guide 15

 Intergraph Smart® P&ID Project Management

New projects display in the List view when you select the Projects node inside the Plant
structure. The new project is also given its own node inside the Plant node.

After creating a project, set the project scope and create roles to assign user access to the
project. For more information, see Set Project Scope and Create a New Role in the Smart
Engineering Manager User's Guide.

▪ Projects cannot be created within projects.

▪ Project names must be unique within the plant and cannot contain any of the following
characters: ~ ` ! % ^ & * ( ) - + = { } [ ] \ / ; : ‘ " < > , . ? |
▪ Plant groups added to a project are automatically added to the Plant. These plant groups
cannot be subsequently deleted from the project, but must be deleted from the Plant.
▪ Before creating the project, be sure to set the claim mode using the Settings view in Smart
P&ID Options Manager. The claim mode is either Exclusive (default) or Shared, and applies
to the Plant and all its projects. If you plan to use the project in an integrated environment,
Shared mode is mandatory. For more information, see the Smart P&ID User's Guide and
the Smart P&ID Options Manager User's Guide.
▪ You can change the claim mode to Shared at any time. However, you can change the mode
to Exclusive only when there are no claims in any project in the Plant.
See Also
Enable Projects Command (Projects Menu) (on page 15)
New Project Command (Projects Menu) (on page 17)
Setting the Project Scope (on page 23)

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Create a New Project

1. Set the claim mode using the Settings view in Smart P&ID Options Manager.
2. Enable the plant for projects. For more information, see Enable Projects (on page 14).
3. Select the Projects node inside the Plant structure.
4. Click Projects > New Project.
5. Type a name and description for the project.
6. On the Set Project Scope dialog box, select the plant groups in the Plant to which you want
the new project to have access.
7. Assign user access rights to the project. You do not have to be a site administrator to create
a project, however if you create a project without site administrator privileges, you will have
no privileges in the project. Users without site administrator privileges can create a project
and add a role as long as they do not exit Smart Engineering Manager. If they exit the
program without adding themselves to a role with necessary privileges, they will not be able
to add roles or create plant groups in the project.

▪ The claim mode is either Exclusive (default) or Shared, and applies to the Plant and all its
projects. If you plan to use the project in an integrated environment, Shared mode is
mandatory. For more information, see the Smart P&ID User's Guide and the Smart P&ID
Options Manager User's Guide.
▪ You can change the claim mode to Shared at any time. However, you can change the mode
to Exclusive only when there are no claims in any project in the Plant.
See Also
Enabling Projects (on page 13)
Setting the Project Scope (on page 23)

New Project Command (Projects Menu)

Displays the New Project dialog box, allowing you to create a project within the Plant. You must
enable the plant for projects before you can access this command.

▪ Project names must be unique within the plant and cannot contain any of the following
characters: ~ ` ! % ^ & * ( ) - + = { } [ ] \ / ; : ‘ " < > , . ? |
▪ You do not have to be a site administrator to create a project, however if you create a
project without site administrator privileges, you will have no privileges in the project. Users
without site administrator privileges can create a project and add a role as long as they do
not exit Smart Engineering Manager. If they exit the program without adding themselves to a
role with necessary privileges, they will not be able to add roles or create plant groups in the
project.
▪ Before creating the project, be sure to set the claim mode using the Settings view in Smart
P&ID Options Manager. The claim mode is either Exclusive (default) or Shared, and applies
to the Plant and all its projects. If you plan to use the project in an integrated environment,
Shared mode is mandatory. For more information, see the Smart P&ID User's Guide and
the Smart P&ID Options Manager User's Guide.

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▪ You can change the claim mode to Shared at any time. However, you can change the mode
to Exclusive only when there are no claims in any project in the Plant.
See Also
Enable Projects Command (Projects Menu) (on page 15)
Enable Projects (on page 14)
Creating a Project (on page 15)

New Project Dialog Box

Allows you to specify the name and description for the new project. An asterisk (*) at the end of
an item name indicates a value is required for that item.

Name — Type a name for the new project. Project names must be unique within a plant, cannot
begin with a numerical digit, and cannot contain any of the following characters: ~ ` ! % ^ & * ( ) -
+={}[]\/;:‘"<>,.?|
Description — Type a description for the project.
See Also
Creating a Project (on page 15)

Project Properties Dialog Box

Allows you to view or modify properties pertaining to the selected project.

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General Tab (Project Properties Dialog Box)

Displays the attribute information for the project. Items that cannot be modified are unavailable.

Name — Displays the name of the project. You cannot change the project name after the
project has been created.
Description — Displays the current description of the project. You can type a new description.
Address — Displays the address for the project root item. This option appears only if the project
uses Hierarchy 2: Site/Plant/Unit or uses a hierarchy with the Site plant group type as the root
item. You can edit this value.
Date created — Displays the date on which the project was created. You cannot change this
value.

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Database Tab (Project Properties Dialog Box)

Displays the database information for the project. Depending on the Database type you
selected when you created the Plant, different options display on this tab. An asterisk (*) at the
end of an item name indicates a value is required for that item.

Database type — Displays the database type used by this project.

Oracle service/alias — Displays the name of the Oracle net service alias that you are using for
the Plant. This option appears only if Oracle is selected as the database type.
Database server — Displays the node name of the server on which the SQL Server database
used by the Plant resides. This option appears only if SQL Server is selected as the database
type.
Database name — Displays the name of the SQL Server database where the Plant schemas
are located. This option appears only if SQL Server is selected as the database type.
Plant schema username — Displays the Plant schema user name.
Plant data dictionary username — Displays the data dictionary user name used by the Plant.
System user — Displays the database system user name specified during plant creation. You
can change this value as needed. This name does not have to be the database administrator
user name, but this user must have sysadmin privileges (for SQL Server) or the DBA role (for
Oracle).
System password — Displays the system user password. You can change this value as
needed.
Oracle system passwords cannot contain any special characters other than: @ ('at'
symbol), . (period), and _ (underscore). SQL Server database passwords cannot contain the
character: '.

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Plant Data Tab (Project Properties Dialog Box)

Displays a summary of information about the project.

Number of plant items — Displays the number of plant items in the project.
Number of roles — Displays the number of roles defined for this project.
Plant structure type — Displays the current function of the plant.
Applications — Displays the engineering applications associated with the project.
Last backup — Displays the time of the last backup of the project.
If the plant has not been backed up the Last backup field displays a default date:
"3/8/2002 1:32:27 AM". This date indicates that the plant has never been backed up.

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Hierarchy Tab (Project Properties Dialog Box)

Displays the hierarchy definition for the project.

Hierarchy definition — Displays the plant breakdown structure and hierarchy items of the plant
on which the project is based.

Paths Tab (Project Properties Dialog Box)

Displays the path information for the project. Items that cannot be modified are unavailable.

Plant structure path — Displays the path to the share where the actual, physical plant structure
files reside. You cannot change this path after the project is created.
Backup location — Displays the path to the share where the project files are backed up. You
can change this path to point to a new backup location. This field is limited to 255 characters.

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Data Access Tab (Project Properties Dialog Box)

Displays the Workshare data access information for the project. This tab appears only when the
project is enabled for Workshare collaboration.

Publishing method — Displays the publishing method used to share project data in a
Workshare collaboration.
Publish location — Displays the UNC path to the shared location on the host site where the
shared data is stored. This field is limited to 255 characters and is available only when using the
file share publishing method.
Mail server — Displays the SMTP server address to which the administrative e-mail address
(below) has access.
E-mail address — Displays the e-mail address for the satellite site administrator. This address
must be a valid account known to the satellite Mail server defined above. The satellite site
uses this address to send a message to both the satellite and host administrators, notifying them
when the database link has been down for an extended period of time.

Setting the Project Scope

Setting the project scope allows the Plant to share one or more of its plant groups with a project.
When you share a plant group with a project, the Plant hierarchy is automatically traversed
upwards so that any nodes above the plant group are shared. Additionally, all the child nodes in
a shared plant group, as well as the parent nodes, are shared with the project.
See Also
Set Project Scope (on page 24)

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Set Project Scope

1. Select the Projects node inside the Plant structure.
2. In the List view, right-click a project, and select the Set Project Scope command.

3. On the Set Project Scope dialog box, click the check box beside the plant groups in the
Plant that you want to share with the project.
4. Click OK. The selected plant groups should now appear in the Plant Groups node in the
project.
5. Assign user access rights to the project.
See Also
Setting the Project Scope (on page 23)
Set Project Scope Command (Projects Menu) (on page 24)

Set Project Scope Command (Projects Menu)

Displays the Set Project Scope dialog box, allowing you to specify which plant groups in the
Plant are visible to and shared with the selected project. This command is available only when
you select the project in the List view after selecting the Project node in the Plant.

Set Project Scope Dialog Box

Allows you to specify the plant groups in the Plant that are shared with the selected project.

Project name — Displays the name of the project with which the selected plant groups will be
shared.
Plant groups — Displays all the plant groups currently available in the Plant.
Select All — Marks all the plant groups as shared.

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Clear All — Removes the check marks beside the selected items in the Plant groups list.
Expand All — Opens all branches in the Plant groups list.
Collapse All — Closes all branches in the Plant groups list.
See Also
Setting the Project Scope (on page 23)

Reviewing the Project Status

The status for a project displays in the List view when the Projects node is selected in the
Plant. The project status is set in Smart P&ID Drawing Manager or in Smart Electrical. For
details of how to modify the project status, see the topic Modify Project Status in the Smart P&ID
Drawing Manager Online Help or the Smart Electrical Online Help.
The following diagram shows the four possible project states: Active, Completed, Merged, and
Canceled states.

▪ Active — Indicates that the project is ready for design work to proceed. When a project is
created, it automatically becomes active and remains in this state until it is either completed
or canceled. While a project is active, all the various project design activities, such as
checking out and revising drawings, checking in drawings, and so forth, can be performed.
▪ Completed — Indicates that work on the project has come to an end. All drawings checked
out to the project are verified for check-in by Drawing Manager when the project is promoted
to Completed. Work in a completed project is not allowed. You can reactivate a completed
project and do more work, but to finish the project, you must change the status back to
Completed.
▪ Merged — Indicates that a project is complete and that all project data has been merged
back into the Plant. When the project is promoted to Merged, Drawing manager checks in
all drawings and merges all project data back into the Plant.
▪ Canceled — Indicates that the project can no longer be worked on. In this state, drawings
cannot be checked into or out of the Plant. Canceling a project releases all claimed items
and reverses the checkout of all drawings. A canceled project can be deleted in Smart
Engineering Manager.
See Also
Projects Node (on page 15)

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Modify Project Status

1. Open the project for which you want to view the status.

2. On the Project Management toolbar, click to open the Project Status dialog box.
3. In the SmartPlant project status area, ascertain the current status of your project with
respect to the Plant.
A check mark denotes the current status. Possible statuses include Active,
Completed, Merged, and Canceled.
4. To change an active project to completed, click Complete Project. This button is available
only when the SmartPlant project status is Active.
When you change the project status to Completed, the software automatically sets
the status of all the items in the project to Completed, except for registered reports and all
documents (SLDs, schematics, miscellaneous drawings and electrical analysis SLDs). To
include these items when merging the project, you must mark them manually as completed
in a separate session.
5. To change a completed project back to active, click Return to Active. This button is
available only when the Smart Electrical project status is Completed.
6. To merge a completed project into the Plant, click Merge Project. This button is available
only when the Smart Electrical project status is Completed.
7. To cancel the active project, click Cancel Project.

▪ If you are registered with SmartPlant Foundation, click Refresh Status on the Project
Status dialog box to update the SmartPlant project status display.
▪ The Complete Project, Return to Active, and Merge Project options are not available
unless the SmartPlant project status is also active. The Cancel Project option is not
available unless the SmartPlant project status is also Canceled.

Project Status and User Rights

User access allows you to define rights that are assigned to roles. These rights define which
commands are enabled or disabled for each user. When projects are enabled for a plant, the
user defined rights are overlaid with additional rights that depend on the active database and the
project status. These rights and overlays combine to define which commands are available to
the user.

Plant without Projects Enabled

In a plant without the project feature enabled, the user defined rights have complete control over
which commands are enabled. Both reference data and drawings can be edited in this
environment. All the project commands (such as Check Out, Check In, and so forth) are, of
course, not enabled.

Plant with Projects Enabled

After projects are enabled, the creation and modification of drawings must be done through a
project. For a plant that has the project feature enabled, all the commands for creating and

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editing drawings are disabled. There is one notable exception to the general rule that all editing
takes place within projects: The Delete Drawing command is available from within the Plant.
The reference data for the Plant is shared with all its projects. All editing of the reference data
must be done through the Plant; therefore all reference data commands are enabled. The
project commands (such as Check Out, Check In, and so forth) are disabled.

Project
Within a project, all the commands for editing reference data are disabled. Reference data can
only be edited through the associated plant. The availability of the project commands and the
commands for editing drawings depends on the project status.

Project Status Command Access

Active This is the initial state when a project is created and the state in
which most design activity takes place. All commands for editing
drawings are enabled. The project commands for pulling drawings
into a project (Fetch and Check Out) and merging drawings back
into the plant (Check In) are enabled.

Completed All drawings have been verified and are ready to be merged into
the plant. All commands for editing drawings are disabled. The
Check In command is enabled, but the other project commands
are disabled.

Merged All project drawings have been merged back into the plant and
the project is ready to be deleted. All commands for editing
drawings are disabled. All project commands are disabled.

Canceled The project has been marked as ready to be deleted (even

though it was not merged back into the Plant). All commands for
editing drawings are disabled. All project commands are disabled.

See Also
Projects Node (on page 15)

Project Status Command (Project Menu)

Opens the Project Status dialog box, which allows you to update, modify, and verify the status
of your project with respect to the Plant and/or SmartPlant Foundation. Possible statuses
include Active, Completed, Merged, Canceled. This command is not available if you are
currently in the Plant; it is only available if your current database is a project database.
Once a project enters the Completed state, all the commands are disabled and design work is
no longer possible within that project. If you later determine that the project is really not done,
use the Return to Active button on the Project Status dialog box. This command resets the
project status to Active, allowing work to continue in the project. This command is only enabled
when the project is in the Completed state.

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Project Status Dialog Box

Displays the current project status, both with respect to SmartPlant Foundation and the Plant
and allows you to update or modify those statuses. This dialog box opens when you click
on the Project Management toolbar.

▪ A project can only be returned to an Active state from the Completed state. If a project has
been set to Merged or Canceled, it cannot be changed back to Active. Merged and
Canceled are permanent states.
FrameWork Project Status — Displays information about the status of the active project with
respect to SmartPlant Foundation. This area is not active if the plant is not registered with
SmartPlant Foundation.
Refresh Status — Searches for and displays the status of this project in SmartPlant Foundation
and updates this information with SmartPlant if appropriate. This button is not available if the
plant is not registered with SmartPlant Foundation.
Smart Electrical project status — Options are: Active, Completed, Merged, or Canceled. If
your project status is Merged, then no further actions are available on this dialog box.
Return to Active — Returns the Smart Electrical project status to Active. This button is
available only when the Smart Electrical project status is Completed and the SmartPlant
project status, if applicable, is Active.
Complete Project — Sets the Smart Electrical project status to Completed. This button is
available only when the Smart Electrical project status is Active and the SmartPlant project
status is also Active. When you click Complete Project, a confirmation message appears.

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Merge Project — Sets the Smart Electrical project status to Merged. This button is available
only when the Smart Electrical project status is Completed and the SmartPlant project
status is also Completed. When you click Merge Project, a confirmation message appears.
Cancel Project — Clears all claims on all objects and sets the Smart Electrical project status
to Canceled. This button is available only when the SmartPlant project status is Canceled. If
the Plant is not registered with SmartPlant Foundation, then the project is simply canceled out of
Smart Electrical.

Finishing a Project
Finishing a project is a two-step procedure: First, you must complete the project, and then you
must merge the project back into the Plant.

Completing a Project
To complete a project, start Drawing Manager, open the Project Status dialog box and click the
Complete Project button. This command performs several tests, including verifying all the
drawings for check in. If the project passes all the tests, the project state is set to Completed. If
the project fails to pass one of the tests, the project remains in the Active state and you have
more work to do before completing the project.

▪ Before a project can be completed, all the drawings that exist in the project must be checked
out (not just fetched). Checking out a drawing to a project means that this project is the only
one that can check it back into the plant.
▪ All drawings must be up-to-date with the version in the Plant. If another project has checked
in changes to one of the project drawings since it was fetched from the Plant, then the
project will fail to complete. In this case, you must refresh the affected drawings before the
project can be completed. This ensures that overlapping projects with shared drawings do
not destroy each other's changes. If projects do not share any drawings, this is not an issue.
The Verify for Check In command in Drawing Manager allows you to perform the same tests
on individual drawings that are done by the Complete Project process on all drawings. This
allows you to check if individual drawings are ready for check in as work on them is completed.

Merging a Project
The second step of finishing a project is to merge the project back into the Plant.
To merge the project, start Drawing Manager, open the Project Status dialog box and click the
Merge Project button. This command performs the check in operation on each of the
checked-out drawings and sets the state of the project to Merged.
Merging the project causes all the changes that were made in the project to be merged back into
the Plant. Prior to merging, the Plant is not affected by any of the changes that are done in the
project. After merging, all the project changes are incorporated into the Plant database.
In some workflows, it is desirable to merge some of the drawings back into the Plant before the
project is completed. Individual drawings can be merged into the Plant with the Check In
command in Drawing Manager.
Merged projects cannot be returned to an active status.

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Canceling a Project
If you decide that a project should not be merged into the Plant, the other alternative is to cancel
the project. Canceling a project causes all the project changes to be discarded.
To cancel a project, start Drawing Manager, open the Project Status dialog box and click the
Cancel Project button.
Canceled projects cannot be returned to an active status.

Deleting Projects
Deleting a project removes the database tables and the associated user names for the various
project and application schemas generated when the project was created.

▪ Before you can access the Delete command from within a project, the project status must
be marked as merged or canceled, and you must have full control permissions in Smart
Engineering Manager.
▪ Prior to deleting the project, all users must be logged out of all software components that
use the project schemas. Smart Engineering Manager for open sessions of all database
users before deleting the project.
▪ The Delete command is not available for projects containing in-use satellite slots. All
satellite slot connections must be disconnected before the project can be deleted.
▪ The Delete command is not available if the project contains drawings at any plant group
level. All drawings in the plant group level of the project must be deleted before the project
can be deleted.
▪ Deleting a project cannot be undone.
▪ When deleting plant group levels, all drawings in the plant group level must be deleted
before that level can be deleted. Furthermore, the Delete command is not available for a
plant group level that is referenced (scoped) by another project.
See Also
Delete a Project (on page 30)

Delete a Project
1. In the Tree view, select the project node that you want to delete.
2. Right-click and select the Delete command.
3. Select the options on the Delete Plant Structure dialog box.

▪ Before you can access the Delete command from within a project, the project status must
be marked as merged or canceled in Smart P&ID Drawing Manager or in Smart Electrical,
and you must have full control permissions in Smart Engineering Manager.
▪ Prior to deleting the project, all users must be logged out of all software components that
use the project schemas. Smart Engineering Manager checks for open sessions of all
database users before deleting the project.

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▪ The Delete command is not available for projects containing in-use satellite slots. All
satellite slot connections must be disconnected before the project can be deleted.
▪ The Delete command is not available if the project contains drawings at any plant group
level. All drawings in the project's plant group level must be deleted before the project can
be deleted.
▪ Deleting a project cannot be undone.
▪ When deleting plant group levels, all drawings in the plant group level must be deleted
before that level can be deleted. Furthermore, the Delete command is not available for a
plant group level that is referenced by a drawing in another level.
See Also
Deleting Projects (on page 30)

Delete Project Dialog Box

Allows you to delete a project. The delete process removes the database schemas defined
during both project creation and application association. The site schema and Plant schema are
also updated to remove the project entries.

Plant schema database users

▪ Drop schema database user — Deletes the project schema database user and its
respective tables from the project schema database.
▪ Drop data dictionary database user — Deletes the Plant data dictionary database user
and its respective tables from the Plant data dictionary database. Because reference data is
shared by the Plant with the project, the project does not have its own data dictionary.
Therefore, this option is not available.

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▪ Drop proxy users — Deletes the Workshare proxy users from the project schema
database. This option appears only if the project used Workshare.
The following individual application options appear only if that application is associated with the
project being deleted.

Smart P&ID database users

▪ Drop schema database user — Deletes the Smart P&ID schema database user and its
respective tables from the Smart P&ID schema database.
▪ Drop data dictionary database user — Deletes the Smart P&ID data dictionary database
user and its respective tables from the Smart P&ID data dictionary database. Because
reference data is shared by the Plant with the project, the project does not have its own data
dictionary. Therefore, this option is not available.

Smart Electrical database users

▪ Drop schema database user — Deletes the Smart Electrical schema database user and its
respective tables from the Smart Electrical schema database.
▪ Drop data dictionary database user — Deletes the Smart Electrical data dictionary
database user and its respective tables from the Smart Electrical data dictionary database.
Because reference data is shared by the Plant with the project, the project does not have its
own data dictionary. Therefore, this option is not available.
▪ Drop reference schema database user — Deletes the Smart Electrical reference schema
database user and its respective tables from the Smart Electrical reference schema
database.
Recursively delete files in plant structure path — Deletes the actual physical storage folders
(including their contents) for the project.

Disabling Projects
Disabling the Plant for projects returns the Plant to a pre-projects state. When you disable a
plant for projects, the Plant returns to its original plant structure status, and the Projects node is
removed from under the plant node.

Before you can access the Disable Projects command, all projects under the
Project node must be deleted.
See Also
Disable the Plant for Projects (on page 33)
Delete a Project (on page 30)

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Disable the Plant for Projects

1. In the Tree view, select the Plant node.
2. Click Projects > Disable Projects.
Before you can access the Disable Projects command, all projects under the
Project node must be deleted.
See Also
Deleting Projects (on page 30)
Delete a Project (on page 30)
Disabling Projects (on page 32)

Disable Projects Command (Projects Menu)

Allows the plant structure to return to a pre-projects state. When you disable a plant for projects,
the Plant returns to its previous plant structure status, and the Projects node is removed from
under the plant node.
Use this command after you have canceled and deleted all the projects in the Plant or after you
inadvertently enable a plant for projects but have not yet created a project.
See Also
Disabling Projects (on page 32)
Projects Node (on page 15)

Working with Drawings within a Project

After enabling and creating projects in Smart Engineering Manager for Smart P&ID, use
Drawing Manager to manipulate the drawings. Actual design work is still accomplished in ;
however, managing and setting out that work is largely controlled from the Drawing Manager
interface. Only the project can use the commands on the Project menu in Drawing Manager to
fetch, check in, and check out drawings.
Once projects are enabled in Smart Engineering Manager, the As-Built can no longer create
drawings; drawings are created inside projects. However, any drawings that might have existed
in the plant before projects were enabled remain in the As-Built. All drawing versions in the
As-Built are read-only drawings when projects are enabled, but these drawings can still be
deleted in the As-Built, unless the drawing is either fetched or checked out to a project. If the
plant is registered in SmartPlant Foundation, drawings can be created and edited in the As-Built,
except for drawings that are checked out to a project.
When you are using projects inside Smart P&ID, remember that the reference data
belongs to the Plant and is used by projects of the As-Built. You cannot change reference data,
such as table layouts or formats or rules, at the project level.

Claiming
Claiming objects on a drawing is one of the main features of using projects in an integrated
environment. When a project claims an object on a drawing, the project controls modifications to
that object. A project cannot modify objects that it has not claimed.

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Projects claim objects in either Exclusive (default) or Shared claim mode. If you plan to use the
project in an integrated environment, Shared mode is mandatory. Use the Settings view in
Options Manager to set the Claim Mode value before creating a project.
You can change the claim mode to Shared at any time. However, you can change the claim
mode to Exclusive only when there are no claims in any project in the Plant.
All the modifications and claiming of objects is carried out in the design software, but the claim
states of objects inside drawings do have ramifications for drawing manipulation and for
completing projects. You do not need to check out a drawing to claim items on it; you can claim
items on a fetched drawing.
For more information about claiming items, see the Smart P&ID Modeler User's Guide or the
Smart Electrical User's Guide.

Fetching a Drawing to an Active Project

Fetching a drawing from the Plant places a copy of the drawing in the project. Only one project
at a time can check out a drawing, but numerous projects can fetch the same drawing.
Fetched drawings can have read-only or read/write permissions. If you want to save changes to
a read/write fetched drawing into the Plant, you must check the drawing out first, apply your
changes, and then check it back into the Plant.
If you are working with projects but are not connected to SmartPlant Foundation, all claims on
items in that drawing are automatically released when you delete a fetched drawing from your
project database.
A Workshare satellite can only fetch drawing versions from its own database by using the Fetch
command in the Version History dialog box. If you want a drawing version from another project
or the Plant, it must be fetched into the host project and then the satellite can use the Get
Latest Version commands on the Workshare menu.

Fetch a Drawing
1. Click Fetch .
2. On the Fetch dialog box, select the pertinent node in the Tree view if it is not already
selected.

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3. In the List view, select the drawing that you want to fetch.

4. Click History if you need to fetch a version of this drawing other than the current version.
5. On the Version History dialog box, select the version that you want to fetch, and then click
OK.
6. Select the Read-only option if you want to fetch a version of the drawing for review only.
7. (Optional) Enter appropriate comments in the Comments box.

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8. Click OK. You can follow the progress of the fetch operation on the Fetching Drawings
dialog box. Click View Log if you want to examine notes from the fetch operation.

▪ If you want to fetch a drawing version from another project and not from the Plant, click
Open Database on the Fetch dialog box toolbar. On the Projects dialog box, select the
Plant or a project from the Available databases list, and then click OK.

▪ You can open a read-only version of the drawing for review by clicking View. For more
information about viewing drawing versions without fetching or checking them out, see Show
the Version History of a Drawing (on page 49).
If you are connected to SmartPlant Foundation and you have already fetched
the drawing with read/write permissions when you check the drawing out, the fetched version
remains intact and only its status changes to checked-out. That is, you cannot replace the
fetched version with the version in the Plant.

Fetch Command (Project Menu)

Displays the Fetch dialog box, which provides options for fetching a drawing version from the
Plant or another project. You can fetch a drawing with read/write permissions or with read-only
permissions.
The Fetch command is not available if you are currently working in the Plant. You cannot fetch a
deleted drawing, but a deleted drawing can be retrieved if a version of it is saved, and then you
can fetch it.

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Fetch Dialog Box

Displays the active Plant hierarchy and lists its drawings, allowing you to fetch a drawing from a
specified database. This dialog box appears when you click Project > Fetch or the Fetch
command.

Open Database — Opens the Projects dialog box, which allows you to specify a different
project or the Plant.

Filter — Opens the Filter dialog box, which allows you to specify the drawings that are
displayed in the List view.

Cancel Filter — Deactivates any ad hoc filter you have applied to the List view.
Include Subnodes — Displays all the drawings and node names that reside in the currently
selected node.

List — Displays the List view. The List view displays only one property for each drawing.
To specify which property displays, click Customize View . The first item in the Selected
Properties list is the property that appears in the List view.

Details — Displays the Detail view, which contains all the properties specified in the
Selected Properties list on the Customize Current View dialog box. Using the Detail view
allows you to view and sort drawings by several attributes.

Customize View — Opens the Customize Current View dialog box, which allows you to
specify the information about each drawing that is displayed in the List view.
Options — Displays options specific to this fetch operation.
Create New Version — Saves a new version of the drawing before overwriting the existing
version. This option is not enabled if the current drawing is not already fetched or checked out
to the project.

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Read-only — Fetches a read-only version of the drawing so that your project can examine the
drawing but not alter it.
Comments — Allows you to enter comments pertinent to this fetch operation.
History — Opens an abbreviated version of the Version History dialog box, which allows you
to choose a saved version of the drawing you select in the Fetch dialog box List view.
If you are connected to SmartPlant Foundation and you have already fetched
the drawing with read/write permissions, when you select the same drawing to fetch, the OK
button on this dialog box is not available.

Projects Dialog Box

Allows you to choose the Plant or a project that you want to fetch a drawing version from. You
can fetch a version from a different project only if that project is part of the same plant in which
you are working. This dialog box opens when you click the Open Database button on the
Fetch dialog box toolbar.
Available databases — Lists the active Plant and the projects associated with it, other than the
project in which you are currently working. Choosing from this list changes the plant hierarchy
and the drawings displayed in the Tree and List views.

Fetching Drawings Dialog Box

Displays the progress of the version fetching operation currently under way. This dialog box
opens when you click OK on the Fetch dialog box.

Drawings — Lists the drawings that are being fetched, and shows the status of that operation.
View Log — Opens the log file, Fetch.log, which is created when you fetch a drawing version.

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Checking a Drawing Out to an Active Project

Checking out a drawing places that drawing under the control of the project. No other project
can check out the same drawing while your project has it checked out. The advantage of
checking out rather than fetching a drawing is that only checked out drawings can have their
changes reflected back in the Plant.
The software notifies you if you try to fetch a version of a drawing that you have already checked
out.
When working with projects in an integrated environment, you must select No
for the Enable "Keep Checked Out" on Check-In option in Options Manager.

▪ After you check out a drawing to a project, the drawing will be read only in the As-Built and
the following actions are not allowed:
▪ Modifying drawing properties
▪ Modifying the drawing or any drawing items or properties
▪ Deleting the drawing
▪ Updating the drawing using Drawing Manager
▪ Updating the drawing using automation
▪ You cannot check out a drawing to a project if it is open in the As-Built.
▪ The software cannot validate a drawing in the As-Built using the Global Validation
functionality if you have checked out that drawing to a project.

Check Out a Drawing

1. Click Check Out .
2. On the Check Out dialog box, select the drawing that you want to check out from the Plant
hierarchy.

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3. If you already have a fetched version of the drawing in your project and you want to replace
it with the version that you check out, select the Replace existing P&ID option.

If you do not replace the existing P&ID, your previously fetched version remains, but
its status changes to Checked-out.
4. (Optional) Enter comments in the Comments area.
5. Click OK. If you want to review notes about this operation after it is completed, click View
Log on the Checking Out Drawings dialog box.
If you discover that you did not want or need to check out this drawing, you can undo
the checkout. For more information, see Undo a Drawing Checkout (on page 42).

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Check Out Command (Project Menu)

Displays the Check Out dialog box, enabling you to check drawings out from the Plant and into
your current project.
You can check out drawings that you have already fetched to your project, too. The Check Out
command is available only inside a project of the Plant; that is, you cannot check a drawing out
from a project and into the Plant. After a drawing is checked out to a project, the drawing icon
changes to reflect the new status.

▪ You do not have to check out a drawing in order to claim items on that drawing.
▪ This command checks user permissions, assigned in Smart Engineering Manager, before it
allows you to check out a drawing.
If you are connected to SmartPlant Foundation and you have already fetched
the drawing with read/write permissions, when you check the drawing out, the fetched version
remains intact and only its status changes to checked-out. That is, you cannot replace the
fetched version with the version in the Plant.

Check Out Dialog Box

Displays the active Plant hierarchy and lists its drawings, allowing you to fetch a drawing from
the specified database. This dialog box appears when you click Project > Check Out or the
Check Out button .

Open Database — Opens the Projects dialog box, which allows you to specify a different
project or the Plant.

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Filter — Opens the Filter dialog box, which allows you to specify the drawings that are
displayed in the List view.

Cancel Filter — Deactivates any ad hoc filter you have applied to the List view.
Include Subnodes — Displays all the drawings and node names that reside in the currently
selected node.

List — Displays the List view. The List view displays only one property for each drawing.
To specify which property displays, click Customize View . The first item in the Selected
Properties list is the property that appears in the List view.

Details — Displays the Detail view, which contains all the properties specified in the
Selected Properties list on the Customize Current View dialog box. Using the Detail view
allows you to view and sort drawings by several attributes.

Customize View — Opens the Customize Current View dialog box, which allows you to
specify the information about each drawing that is displayed in the List view.
Options — Displays options specific to this check-out operation.
Replace existing P&ID — Overwrites the existing P&ID in the project if you have previously
fetched a version of this drawing. If you have more than one drawing selected, at least one of
them must exist in the project as a fetched drawing for this option to be available. If you are
connected to SmartPlant Foundation and you have already fetched the drawing with read/write
permissions, when you check the drawing out, the fetched version remains intact and only its
status changes to checked-out.
Create New Version — Saves a new version of the drawing before overwriting the existing
version. This option is not enabled if the current drawing does not already exist in the
project. Also, if the drawing being checked out is already fetched to the project, you must first
select Replace existing P&ID to enable the option.
Comments — Allows you to enter comments pertinent to this check-out operation.

Undo a Drawing Checkout

1. In the List view in the project, select the checked-out drawing that you want to return to the
Plant.
2. Click Project > Undo Checkout.
3. On the Undo Checkout dialog box, choose an option for either retaining or completely
removing the drawing from the project database.

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Undo Checkout Command (Project Menu)

Opens the Undo Checkout dialog box, which enables you to return the drawing to the status of
not being checked out without going through the process of checking the drawing in. This
command is available only when you are working in the project that has the drawing in question
checked out. You must select the checked-out drawing in the List view in order to use this
command.

▪ If you do not choose to remove the drawing from the project when you undo the checkout,
the drawing remains in the project as a fetched drawing with read/write permissions.
▪ If the project has claimed items on the checked-out drawing, then clicking Undo Checkout
and using the Remove from project option, the software reminds you to release all claims
prior to undoing the check out.

Undo Checkout Dialog Box

Allows you to return the selected drawing to the Plant without going through the process of
checking the drawing in. With the options on this dialog box, you can choose to leave a fetched
version of the checked-out drawing in the active project or to delete the drawing from the project
database altogether. This dialog box opens when you click Project > Undo Checkout on the
main menu bar.

Remove from project — Returns the drawing to the Plant and deletes it from the project. If the
project has claimed items on the checked-out drawing, you must release all claimed items
before you can undo checkout.
Leave in project — Returns the drawing to the Plant while leaving a fetched drawing with
read/write permissions in the project.

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Returning a Drawing to the Plant Using Check In

Checking in a drawing writes all of the changes made to the drawing by the project into the
drawing stored in the Plant. When a drawing is checked in, all versions of that drawing are
deleted from the project.

Verification Processes Performed During Check In

▪ All objects that exist in the project but don't exist in the Plant must be claimed.
▪ All objects that exist in the Plant but don't exist in the project (they were deleted) must have
been claimed.
▪ All objects that exist in both the Plant and the project must be identical if not claimed.
▪ The claim state must be valid for the project.
▪ If any claim on an object on this drawing is invalid, then check in cannot occur.
▪ The timestamp on all objects that exist in the project must be earlier than or equal to the
timestamp on the drawing.
▪ Last Publish Date > Drawing date.
▪ Check in is not allowed if drawing is in a Re-create state.
▪ The Verify for Checkin command for new drawings should ensure that all items on the
drawing have been claimed.
If an invalid claim is found but the item in question matches the item in the Plant, run
Verify for Checkin to resolve this situation. This process automatically sets the claim to valid
and allows the check in to occur.

Check In a Drawing
1. In the List view, select the drawings that you want to check into the Plant.

2. Click Project > Check In or click on the main toolbar.

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3. On the Check In dialog box, select either Keep checked out and maintain claims,
Remove from project or Leave in project. If you leave the drawing in the project, it
becomes a fetched drawing with read/write permissions.

4. (Optional) Enter comments in the Comments box.

5. Click the Compare button if you want to compare the version you have selected to check in
with other versions of the drawing. For more information about comparing versions, see
Comparing Drawing Versions (on page 48).
6. On the Checking In Drawings dialog box, follow the progress of the operation. Click View
Log if you want to review notes about this drawing check-in.

▪ You cannot check in a fetched drawing. In order to check a drawing in, it must be checked
out. For more information about checking out drawings, see Check Out a Drawing (on page
39).
▪ If your current active database is the Plant database, you cannot check in drawings. For
more information about changing databases, see Connect to a Database.
▪ When you check a drawing into the Plant, any claims on objects on that drawing are
automatically released. For more information about claiming items, see Smart P&ID Modeler
Help.
▪ When you check a drawing into the Plant, your version of the drawing becomes the current
version in the Plant. However, the version that was in the Plant already is automatically
saved as the previous version.
▪ You can select a checked out drawing and use the Verify for Checkin command to make
sure claims and conflicts are resolved before you try to check in a drawing. For more
information, see Verify a Drawing for Checkin (on page 46).
▪ If an invalid claim is found but the item in question matches the item in the Plant, run Verify
for Checkin to resolve this situation. This process automatically sets the claim to valid and
allows the check in to occur.

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Verify a Drawing for Checkin

1. Select the project in the Tree view.
2. In the List view, select the checked-out drawings that you want to check into the Plant.
3. Click Project > Verify for Checkin.
4. On the Verifying Drawings for Checkin dialog box, observe the progress of the verification
operations. Click View Log if you want to examine notes on the operation.
When you have verified the drawing for checkin, go ahead and check the
drawing into the Plant as soon as possible. Because the verification process does not freeze the
drawing state, there is no guarantee that changes are not made to the drawing during any
interim time between verification and actual check in. For more information, see Check In a
Drawing (on page 44).

▪ You cannot check in a fetched drawing, it must be checked out first. You can, however,
check in a new drawing created in the project. For more information about checking out
drawings, see Check Out a Drawing (on page 39).
▪ Verifying a drawing for checkin checks exactly the same drawing conditions as the Check In
command, but without actually checking the drawing into the Plant.
▪ If an invalid claim is found but the item in question matches the item in the Plant, run Verify
for Checkin to resolve this situation. This process automatically sets the claim to valid and
allows the check in to occur.

Check In Command (Project Menu)

Enables you to check drawings into the Plant. This command is available only when drawings
are selected in the List view and when those drawings are checked out to the current project.
Drawings created in a project automatically belong to that project and can be selected and
checked in. This command is not available from within the Plant.

▪ You must have the correct permissions, assigned in Smart Engineering Manager, before
you can check drawings in or out.
▪ You cannot check a drawing in if any of the objects that belong to that drawing were
modified after the latest version of a drawing was created. For more information about
creating versions, see Save a Version of a Drawing (on page 52).
▪ If an invalid claim is found but the item in question matches the item in the Plant, run Verify
for Checkin to resolve this situation. This process automatically sets the claim to valid and
allows the check in to occur.

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Verify for Checkin Command (Project Menu)

Checks the selected drawing to see if there are any conditions that would keep it from
successfully being checked into the Plant. For a list of items or issues checked during the
verification process, see Returning a Drawing to the Plant Using Check In (on page 44).
If the drawing fails this verification, click the View Log button on the Verifying Drawings for
Checkin dialog box and review the items listed there.
Even though a drawing passes verification, the state of the drawing is not then frozen.
Subsequent actions can cause a drawing not to be ready for checking in. If your drawing is
verified and you do want to check it into the Plant, then you should do so as soon as possible
after verifying it for checkin.
If an invalid claim is found but the item in question matches the item in the Plant, run Verify for
Checkin to resolve this situation. This process automatically sets the claim to valid and allows
the check in to occur.

Reviewing the Drawing Status

Checking the drawing status allows you to see which projects that have fetched or checked out
the selected drawings.

Check Drawing Status

1. In the List view, select a drawing.

2. Click Project > Drawing Status or click on the toolbar.

3. Review the information on the Drawing Status dialog box.

Drawing Status Command (Project Menu)

Displays the projects that have fetched or checked out the selected drawing. This command is
available in the Plant and in any of its projects. You can select more than one drawing and
display their statuses at the same time.
The Drawing Status dialog box displays information about the project and the user who
changed the status, the time of the change, and any comments that were added during the
status change. These comments can be entered during any status-changing operations, such as
fetching, checking out, checking in, and undoing a checkout.

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Comparing Drawing Versions

When more than one version of a drawing exists, the Compare command on the Version
History dialog box allows you to view two versions side-by-side and examine their differences.
You can compare two versions from inside your own Plant or project database, or you can
compare a version in your database to a version in the Plant or another project database. Keep
in mind that you can only compare a drawing against a version of itself; that is, you cannot
compare one drawing to another drawing.
Differences between drawing versions are assigned to logical "change" groups, which are listed
on the Compare dialog box.
Differences also belong to one of three possible categories:
▪ Data — Refers to a mismatch in the properties assigned to an item that exists in both
drawings, namely a change, addition, or deletion of a property in the Properties window, in
the Engineering Data Editor in Smart P&ID, or through automation.
▪ Graphic — Refers to an item that has changed only in its graphical representation in the
design (for example, the item is moved or otherwise graphically manipulated in the drawing).
The following differences are ignored: claim status, select list strings, linked or embedded
objects, symbology, and inconsistency indicators.
Adding or deleting an item is also a connectivity change because the relationship between the
item and the drawing has changed. Every change grouping and every changed item is assigned
a category, and if more than one category applies (for instance, if you move an item and change
one of its properties) then the highest priority category is displayed. The order of priority, from
high to low, for the categories is connectivity then data then graphic.
The two versions are displayed in two Drawing views, described only as left and right. The
relationship between the two views depends on whether you are comparing two versions in your
own database or comparing your version to a version in another database.
▪ If the two versions are in the active database, then the left-hand view is the older version,
and the right-hand view is the newer version. That is, they are displayed in time-order from
left to right.
▪ If the two versions exist in different databases, you cannot be assured that time-order is the
logical order to display the versions; therefore, the right-hand view is reserved for the
version in your active Plant or project database, and the left-hand view belongs to the
version in another database.
You can also compare the differences between the typicals of either drawing. Using the select
list situated in the drawing name bar of each view, you can display the primary, typical, or both
views of the selected version.
The Compare dialog box in Drawing Manager is useful reviewing differences between versions
only. If you want to reconcile anything about the two versions you review, then you must do so
inside Smart P&ID modeler. The Compare and Refresh command in Smart P&ID modeler
exists for this purpose. If you started with the left-hand drawing version and applied every
change listed on the Compare dialog box, then you would end with a drawing that is identical to
the right drawing version. For more information about reconciling two versions, see Smart P&ID
Modeler Help.

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Show the Version History of a Drawing

1. In the List view, select the drawing whose history you want to view.

2. Click Version History .

3. On the Version History dialog box, review the versions in the History list.

▪ Use the Compare command to compare two drawing versions selected in the History list.
For more information, see Compare Drawing Versions (on page 50).
▪ If the drawing exists in other projects, use the Compare With command to compare this
version to a version in another project or in the Plant. For more information, see Compare
Drawing Versions for As-Built and Projects (on page 51).
▪ Use the Delete command to delete a selected drawing version. You cannot delete the
current drawing version.

Version History Command (Revisions Menu)

Opens the Version History dialog box, which displays a record of the versions of the selected
drawing and allows you to view the drawing or compare the drawing with other versions of the
drawing.

Version History Dialog Box

Lists all available versions of a drawing. You can compare two versions of the drawing, or view a
version of the drawing without opening Smart P&ID, or fetch a version from the list. You can
open this dialog box by clicking Revisions > Version History or by clicking the History
command on the Fetch dialog box.

History — Lists all the versions of the drawing in the current plant or project.

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Compare — Opens the Compare dialog box, allowing you to compare two versions in the
History list. This command is not available unless two versions are selected in the list or if you
open this dialog box by clicking History on the Fetch dialog box. Use the Compare With
command to compare one version in the active project to a version in another project or the
Plant.
Compare With — Opens the Compare With dialog box, allowing you to find a drawing version
in a different project or in the Plant to compare to the drawing version you select in the History
list. This command is not available unless you are in a project or if you open this dialog box by
clicking History on the Fetch dialog box.
View — Opens the View dialog box, which displays a read-only view of the selected drawing
version without opening Smart P&ID. You can manipulate the view or select drawing items and
review their properties.
Fetch — Opens the Fetch Comments dialog box. This command is available only if you have
selected one, and only one, version in the History list and that drawing is not the current
version. The Fetch command is not available if you open this dialog box by clicking History on
the Fetch dialog box.
This command is not available in .
Delete — Removes the selected drawing version. You must have the appropriate permissions,
assigned in Smart Engineering Manager, to delete versions. You cannot delete the current
version of a drawing by using this command. However, you can delete the current version of a
drawing by using the Delete command on the Edit menu on the main menu bar. If the selected
version is one that was created especially for the last revision using the Associate Version
command, then you cannot delete the version unless you first delete the revision.

Compare Drawing Versions

1. In the List view, select the drawing.

2. Click Version History .

3. In the drawing list on the Version History dialog box, select two versions of the drawing.
4. Click Compare. If you want to compare your drawing to a version in a different project or the
Plant, see Compare Drawing Versions for As-Built and Projects (on page 51).
5. On the Compare dialog box, you can view the differences between the two versions, but
you cannot make changes to the designs. To change the design, you must use . For more
information about using the compare-and-refresh capabilities inside see Help.

▪ You can manipulate the views and navigate through the listed changes by using the
commands on the Compare dialog box toolbar. Each Drawing view also has its own
shortcut menu, which includes manipulation commands that apply only to that view.

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▪ You can select an item in either Drawing view. The item is then located in the appropriate
group in the Change details list. If you select an item in the Change details list, then you
can use the Find in Drawings button on the toolbar to locate the item in one or both
Drawing views.
▪ You can select an item in the Drawing view or in the Change details list. Properties for that
item appear in the Properties window. Selecting multiple items is not possible on the
Compare dialog box.

▪ The following differences are ignored: claim status, select list strings, linked or embedded
objects, symbology, and inconsistency indicators.
▪ You can only compare a drawing against a version of itself; that is, you cannot compare one
drawing to another drawing.
▪ You can also compare versions when you are checking in a drawing. For more information,
see Check In a Drawing (on page 44).
▪ If at any point you attempt to compare two versions that are actually identical to each other,
the Compare dialog box does not open and a confirmation message alerts you as to why.

Compare Drawing Versions for As-Built and Projects

1. In the List view, select the drawing.

2. Click Version History .

3. In the drawing list on the Version History dialog box, select the version in the active project
that you want to compare against a version elsewhere.
4. Click Compare With.
5. On the Compare With dialog box, select the correct target project or the Plant database
from the Available Databases list.
6. In the History list, choose the version of the drawing that you want to compare against your
version and click OK.
7. On the Compare dialog box, you can view the differences between the two versions, but
you cannot make changes to the designs. To change the design, you must use . For more
information about using the compare-and-refresh capabilities inside , see Help.

▪ You can manipulate the views and navigate through the listed changes by using the
commands on the Compare dialog box toolbar. Each Drawing view also has its own
shortcut menu, which includes manipulation commands that apply only to that view.

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▪ You can select an item in either Drawing view. The item is then located in the appropriate
group in the Change details list. If you select an item in the Change details list, then you
can use the Find in Drawings button on the toolbar to locate the item in one or both
Drawing views.
▪ You can select an item in the Drawing view or in the Change details list. Properties for that
item appear in the Properties window. Selecting multiple items is not possible on the
Compare dialog box.

▪ The following differences are ignored: claim status, select list strings, linked or embedded
objects, symbology, and inconsistency indicators.
▪ You can only compare a drawing against a version of itself; that is, you cannot compare one
drawing to another drawing.
▪ You can also compare versions when you are checking in a drawing. For more information,
see Check In a Drawing (on page 44).
▪ If at any point you attempt to compare two versions that are actually identical to each other,
the Compare dialog box does not open and a confirmation message alerts you as to why.

Save a Version of a Drawing

1. In the List view, select a drawing.

2. Click Revisions > New Version or click New Version .

3. On the New Version dialog box, enter any comments that you want to attach to the new
version.
4. Click OK to create the version.

▪ Click View Log on the Creating Version of Drawings dialog box to open the log file and
review notes on the version creation operation.
▪ New Version skips open drawings, notes them in the log, and then continues.
▪ If no changes have been made to the drawing since the last version was created, no new
version is created.
▪ When a drawing is checked in to the Plant, all versions are deleted from the project.
▪ When a drawing version is created, it is stored in a database segment named
LOBSEGMENT. This space is not reclaimed when drawing versions are
deleted. However, if you delete the older version of a drawing before creating a new
version, then the database size will not increase rapidly. Deleting older version will create
free space in LOBSEGMENT (without decreasing the total LOBSEGMENT size) which will
be available for storing future drawing versions.

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Save Versions of All Drawings

1. In the Tree view, select the site, plant, or project containing the drawings you want to save
versions of.
2. Click Revisions > Incremental New Versions.
3. Follow the steps and directions on the Schedule Task Wizard, and click Finish to schedule
the operation at another time or on a regular interval.

▪ When saving versions of all drawings in a Plant that has projects, new versions of the
drawings belonging to those projects are created also.
▪ This procedure saves new versions of only those drawings whose time stamp shows that
they have changed since the last version was saved.
▪ Instead of creating versions of a set of drawings, you can create a version of a single
drawing. For more information, see Save a Version of a Drawing (on page 52).

New Version Command (Revisions Menu)

Saves a new version of the selected drawing. The New Version dialog box opens, allowing you
to add comments to the version as you create it.
Previously saved drawing versions are available to be viewed, compared, and fetched, if
necessary. If drawing versions are saved on a regular basis, the sequence of drawing versions
in a project becomes a sort of archive that shows the development of the drawing over the life of
the project.
Each time a drawing is checked into the Plant database, a new version of the drawing is
automatically created in the Plant and all versions of that drawing are deleted from the project.
The drawing versions in the Plant show the changes to the drawing over the life of the Plant.

Incremental New Versions Command (Revisions Menu)

Opens the Schedule Task Wizard, allowing you to create a task to save all drawings in a plant or
site whose time stamp shows that changes have been made since the last version was saved.
For details, see Scheduling Tasks.

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Editing Drawing Items Within a Project

New items can be created in a project drawing using . As these items are added to the drawing,
they are automatically claimed by the project. If your edits to an item cause related items to be
modified, those related items must be claimed also. Moving items and adding labels, for
example, can be accomplished without claiming.
When an existing drawing is fetched or checked out to a project, none of the items are
claimed. You will not be able to modify or delete any items until they are claimed. Use the
Claim command to define the scope for your project. Claim modes include Exclusive and
Shared. Exclusive mode allows only a single project to claim an item. Using Shared mode,
multiple projects can claim the same item at the same time.
You can compare your current drawing with a previous version to locate any differences. These
differences display as change groups. The change group contains a list of changes that can be
made in the current drawing and still maintain consistency. You can then choose to accept the
changes, if needed. Each change group is marked if it affects items you have claimed. You
should accept, or refresh, all of the changes that do not involve items claimed by you because
these items represent changes checked in by other projects.
Items must be claimed before you can delete them. If deleting an item results in changes to
related items, then those related items must be claimed also.

Item Tag Validation

The Item Tag Validation functionality is saved as ItemTag.dll and performs calculations and
validations in the current plant for unique tag checking, automatic tag generation, and tag
reformatting. ItemTag Validation can generate unique Item Tag values and maintains
consistency between the Item Tag value and the properties used in its calculation. Validation, in
addition to checking for existing item tags, also checks for duplicate item tags according to the
scope specified by the particular version of the ItemTag.dll file.
Also, for properties included in the item tag, any leading or trailing spaces are removed during
validation.
The code for validating new item tag uniqueness is located in the ItemTag.dll file. To ensure that
the software does not create duplicate item tags, you must use the appropriate version of this
file according to the environment:
▪ ActivePlant — (Delivered in the Item Tag Validation folder) Contains the delivered item
tag validation code and the default ItemTag.dll with the scope set for validating item tag
uniqueness in the current plant only.
▪ ActiveProjectAgainstAs-Built — Contains the delivered item tag validation code and the
ItemTag.dll with the scope set for validating item tag uniqueness in the As-Built and the
current project.
▪ ActiveProjectAgainstAs-BuiltAndProjects — Contains the delivered item tag validation
code and the ItemTag.dll with the scope set for validating item tag uniqueness in the
As-Built and all of its projects.

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These .dll files are delivered to the Programmer's Guide\Sample Source Code\Item Tag
Validation folder on the product media. These files are not installed on your computer during
setup.

To use these files, you must rename the ItemTag.dll file installed on your computer (for
example, rename the file to DeliveredItemTag.dll), then copy from one of the product media
sub-folders (ActiveProjectAgainstAs-Built or ActiveProjectAgainstAs-BuiltAndProjects)
the ItemTag.dll flavor that you want to use. Place this copy in the same location as the installed
ItemTag.dll that you just renamed. When you are finished, remove the ItemTag.dll copy, then
rename the delivered copy back to its original name.

Claiming Items
A project in the Plant frequently deals with a subset of items within a drawing. The Claim
functionality provided by Smart P&ID allows you to grant control of an item to a project. Since
claiming makes it possible for a project to work on an item-by-item basis, claiming fosters an
ability to define the scope of work as narrowly as necessary.
However, when an existing drawing is fetched or checked out to a project, none of the items on
that drawing are initially claimed. Before you can modify any of those items, you must claim
them.
After you have claimed an item, you can modify it using the same methods that you would use in
a plant that is not project enabled.
Properties of items that are not claimed by the active project cannot be changed. The
Properties window and the Engineering Data Editor do not allow editing of properties on items
that are not claimed: the properties are read-only as if the drawing is in a read-only state. No
other explicit prompts let you know that you cannot edit an item that you have not claimed.
However, you can manipulate the Drawing view properties so that the claim state of items is
visually apparent.
You do not need to check out a drawing to claim objects; you can fetch a drawing with read/write
permissions and claim its objects. Claim commands appear on shortcut menus in the Drawing
view, in the Engineering Data Editor, and on the Edit menu.

Releasing Claims
From inside a project, you can invoke a claim at any time to expand the scope of your project,
and any new item created in a project is automatically claimed by that project. You can also
release a claim at any time, but you cannot release the claim that is automatically created when
your project creates a new item.

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Claims are automatically released on all drawing items when that drawing is checked into the
Plant; however, a drawing cannot be checked in if any objects that are not claimed differ from
the Plant.

Claim Mode
The claim mode can be set to either Exclusive or Shared by using the Settings option in Smart
P&ID Options Manager. The claim mode controls how items are claimed by concurrent projects.
If the claim mode is set to Exclusive, only one project can claim an item at any given
time. Exclusive mode enforces the rule that concurrent projects do not overlap at the object
level. With this setting, conflict resolution at check in time is simplified.
If the claim mode is set to Shared, a single item can be claimed to more than one
project. Shared mode allows concurrent projects to overlap at the object level. This setting
may be required for plants that have overlapping projects. Conflict resolution at check in time
will be more complex.

Invalid Claims
When an item is claimed by a project, it must be consistent with the state of the item in the
Plant. Otherwise, an invalid claim exists. Invalid claiming can happen only for Plants that support
shared claiming of database items. Invalidly claimed items differ from the Plant items in that you
cannot modify them and check a drawing into the Plant without first establishing a valid claim.
When the Plant uses Shared claim mode and a project checks in a drawing, the claims made by
other projects to objects on that same drawing are now invalid if the project that checked in the
drawing also changed an item claimed by a different project.
You can determine the validity of a claim by using the Claim Status command. Invalidly claimed
items cannot be modified.
If an invalid claim is found but the item in question matches the item in the Plant, run Verify for
Check In to resolve the situation. This process automatically sets the claim to valid and allows
the check in to occur.

Partial Claim
When an item has a relationship with another item that has been claimed, but is not itself
explicitly claimed, it is said to have Partial Claim status, denoted by . Partial claim only
applies to objects connected to pipe runs (inline components such as instrumentation and piping
components).
Partial claim works automatically when a claimed pipe run is ‘broken’. There is a routine that
determines which side of the broken pipe run gets the new GUID and which side maintains the
original GUID. Inline components on the side that gets the new GUID receive Partial Claims
status, which is only for the purpose of changing their database relationship to the pipe run with
new GUID. Data cannot be edited on items that are ‘claimed for relationship purposes’.

▪ A list of claimed items is automatically published to SmartPlant.

▪ Claim commands are not available when you open a fetched drawing with read-only
permissions.
▪ Claiming of labels is ignored.

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▪ Drawing Manager is the only tool for checking in, checking out, and fetching drawings.
▪ You must have full control user access permissions for P&ID Objects before you can claim
objects. For more information about setting user access permissions, see Smart
Engineering Manager Help.
▪ Remember that objects are claimed by the project, not by a single user. Once a project
claims an item, it can be modified by anyone with the appropriate permissions in that
project.
▪ In Exclusive claim mode, the software allows the user to claim all the selected items that
were not already claimed by other projects. The claim log shows which items could not be
claimed because they were already claimed by other projects.
▪ Claiming items clears the Undo stack. Thus claiming is not a command that can be
undone.
See Also
Claim a Drawing Item (on page 57)

Claim a Drawing Item

1. In the Drawing view or Engineering Data Editor, select the items that you want to claim.
2. Click Edit > Claim.
3. On the Claim dialog box, record comments about this claim operation. In the Items to be
claimed list, fill in the Comments box. The comments will be applied to all the items in the
Items to be claimed list.

▪ Remember that objects are claimed by the project, not by a single user. Once a project
claims an item, it can be modified by anyone with the appropriate permissions in that
project.
▪ In Exclusive claim mode, the software allows the user to claim all the selected items that
were not already claimed by other projects. The claim log shows which items could not be
claimed because they were already claimed by other projects.
▪ Claiming items clears the Undo stack. Thus claiming is not an undoable command.
▪ You can only claim an item in the Engineering Data Editor if that item belongs to the active
drawing.

Claim Command
Gives control of the selected items to the current active project. The Claim dialog box opens,
allowing you to confirm the "claim-ability" of the items and enter claim comments. Claim
comments can be viewed later by anyone in the Plant when the claim status is displayed.
This command can only be used for items that belong to the active drawing.
See Also
Claim a Drawing Item (on page 57)

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Enforcing Claims
Whether you are using shared or exclusive claiming mode, claiming objects to your project
involves many special relationships. The following topics discuss some of the ways that claiming
restricts your activities.
The claim mode (Exclusive or Shared) is defined in Options Manager for the Plant
and all its projects. When you claim an item, it is claimed to your active project. No items are
ever claimed by the Plant.
See Also
Controlling Access (on page 58)
Modifying Properties (on page 58)

Controlling Access
Each command in the software checks your permissions for the items that it modifies. When
possible, commands simply do not allow the operation to proceed if you do not have the
necessary permissions.
You must have full control permissions on P&ID Objects before you can claim any drawing
items. For more information, see User Access in Smart Engineering Manager Help.

Modifying Properties
Claiming impacts properties modifications in the following manner.

Properties Window
When you select a claimed item, the Properties window allows the properties of that item to be
viewed and modified. When you select an item that has not been claimed, the Properties
window allows the properties to be viewed but not modified. The properties of unclaimed items
are read-only.
When you select a line segment, the Properties window displays the properties of the
associated pipe or signal run. If the run has been claimed, the properties can be edited;
otherwise, the properties are read-only.
When you select multiple items, if they are all claimed, the Properties window allows them to be
modified. If any of the selected items are not claimed, the Properties window treats the whole
group as read-only.

Engineering Data Editor (EDE)

If the item has been claimed, you can edit its properties through the EDE; otherwise, the EDE
treats the item properties as read-only. The EDE behaves similarly to the Properties window.

Consistency Check Dialog Box

The Solutions section of the Consistency Check dialog box allows you to copy property
values from one item to another. For the selected solution, if the destination item is not claimed,
the Apply button is not available.

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Implied Items
When a drawing item is claimed, it means that you can modify that model item and all of its
implied items. If a model item is not claimed, the user cannot modify any of the implied items
that the model item owns.

Placement Rules
When a new relationship is created, such as when you place a nozzle on a vessel, the
applicable rules copy property values across the relationship. When a relationship to an
unclaimed item is created, properties can be copied from that item without any problem;
however, if the rule calls for properties to be copied to an unclaimed item, the action is not
allowed, and the properties are not copied. An inconsistency indicator shows the inconsistency
between the two related items.
See Also
Claim a Drawing Item (on page 57)

Placing and Moving Drawing Items

Sometimes the target item must be claimed, but other times it does not have to be claimed. The
following list explains how the relationship between an object and its target effects claiming.
▪ Placing Nozzles, Equipment Components, Room Components, or Instrument
Components — The target item does not need to be claimed.
▪ Placing Piping Components or Instruments in Pipe or Signal Runs — The target run
must be claimed. In certain cases, placing a piping component or inline instrument causes a
zero-length line segment to be created and automatic line connectivity causes it to be joined
to an existing run. The target of that zero-length line must be claimed.
▪ Placing Reducers — A reducer is a "line-breaking component." The target pipe run and all
of its components must be claimed.
▪ Placing Flow-Oriented Components — A flow-oriented component sets the flow direction
of the target process run, if it is not already set. The target process run must be claimed.
You can place a flow arrow label, however, if the flow direction is already defined.
▪ Placing OPCs on Runs — The target connector must be claimed.
If the target item needs to be claimed but is not claimed, then you cannot place your item onto
the target; the target will not highlight, and your item will not "snap" into position. If no type of
placement is allowed at that point, the "no place" indicator is displayed. In most cases,
freestanding placement is still allowed.

Geometric Modifications
Geometric operations include a geometric move, with the ALT key pressed where necessary, a
rotation, a mirroring, and a scale or parametric modification. The selected symbol does not have
to be claimed to perform these operations. None of the connected items have to be claimed
either.

Rotation and Mirroring of Inline Components

Rotations of 180 degrees and mirroring about the local y-axis for inline components are special
geometric modifications cases because the lines are disconnected before and reconnected after

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the operations. Therefore, the lines, but not the selected symbol, must be claimed before these
operations are allowed. If the lines are not claimed, the standard claim violation message
displays.

Rule-Based Moves
All connected items must be claimed, as described above. If the required connected items are
not all claimed, the move operation can become a geometric move, as if you pressed the ALT
key.
See Also
Claim a Drawing Item (on page 57)

Placing and Modifying Lines

Sometimes the target item must be claimed, sometimes not. Here is a list of the cases where
claiming plays a role:
▪ Routing Lines up to Nozzles — The nozzles do not have to be claimed.
▪ Routing Lines up to Freestanding Piping Components or Instruments — The piping
component or instrument must be claimed since it will be adopted by the new run.
▪ Routing Lines up to Owned Piping Components or Instruments — The piping
component or instrument does not have to be claimed. In certain cases, when routing a line
segment up to an existing inline component, automatic line connectivity will cause an
existing zero length run to be joined to the new run. The target run must be claimed.
▪ Routing Lines up to OPCs — The OPC does not have to be claimed.
▪ Routing Lines up to Another Pipe or Signal Run — The target run must be claimed.
If the target item needs to be claimed but is not claimed, you are not allowed to connect to the
target. The black connection handle does not appear at the required point.

Geometric Modification
If you move a line segment or a line vertex that is internal to a line, then the piping or signal run
that owns the selected segment does not have to be claimed.

Extreme End of a Run

If you modify the start point of the first line segment in a run or the end point of the last line
segment in a run, then the following stipulations apply:
1. The selected run must be claimed.
2. The target item may need to be claimed.
3. If the existing connected item is a branch point for the run, then the run it belongs to must be
claimed since the branch point is deleted and the adjacent line segments in the existing
connected run are merged.
4. If a component is connected to the endpoint, it does not need to be claimed.

Internal Vertex of a Run

Modification of an internal vertex can result in the run being split; consequently, the following
stipulations apply:

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1. The entire run and all components must be claimed.

2. The target item may need to be claimed.

Breaking and Joining Runs

The Break Run command allows you to split one piping or signal run into two pieces. The run to
be broken and all components within that run must be claimed.
The Join Runs command allows you to combine two connected piping or signal runs into a
single run. Both of the runs and all components in both runs must be claimed.
See Also
Claim a Drawing Item (on page 57)

Placing and Modifying Labels

The target item for a label usually does not need to be claimed. However, claiming plays a role
in the following cases:
▪ Placing Driving Labels — A driving label sets one or more properties on the labeled item.
The target item must be claimed. This includes flow arrow labels, unless the flow direction is
already defined for the process run.
▪ Placing Labels on Area Breaks — Placing a label on an area break causes a dynamic
property to be added to the area break. For this to happen, the area break must be claimed.
If you modify a label, you do not need to claim it. However, modifying a driving label modifies the
labeled item. Therefore, you must claim the item.
See Also
Claim a Drawing Item (on page 57)

Place Multiple Representations Command

This Stockpile command enables you to place an additional representation of an existing
equipment item into the design in a different drawing, thus creating a multiple representation in
the database. You must claim the selected equipment item before this command is made
available on the Stockpile menu in the EDE.

Placing and Modifying Area Breaks

The placement of an area break does not create any new relationships and therefore does not
require any claiming. Modifying an area break allows the shape to be changed. This is a purely
geometric modification, and so no claiming is required.
See Also
Claim a Drawing Item (on page 57)

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Placing Gaps
Placing a gap symbol into a piping or signal line implies that the target line must be claimed. If
the target line run is not claimed, it is not highlighted as a valid target when you move the pointer
over it.
See Also
Claim a Drawing Item (on page 57)

Replacing Drawing Items

The Replace and Replace Mode commands replace one item representation in the design with
a different representation and change the value of the "type" attribute for the design item. To
replace an item using these commands, you must claim that item.

Replace Mode
The claim status check takes place as you move the pointer over the target. If the target is not
claimed, the target is not highlighted as a valid replacement target.

Find and Replace

Items that are not claimed can be found, but they cannot be replaced. The Replace button is not
available if an unclaimed item is selected.
See Also
Claim a Drawing Item (on page 57)

Deleting Items
Claiming impacts item deletion in the following manner.

Drawing Items
Drawing items are deleted from a design using a number of different commands: Delete to
Stockpile > Plant, Delete to Stockpile > Drawing, Delete from Model, and Cut. When
implementing these commands, all dependent items must be claimed. That is, all items that are
to be deleted along with a selected item must be claimed. Any lines attached to or dependent on
selected items must be claimed. If any attached or dependent items are not claimed, an error
message appears if you attempt to delete them. The following table lists dependent items which
must be claimed, item type by item type.

Item in Select Set Additional items that must be claimed for Delete

Equipment All nozzles, equipment components, and item notes

All item notes on those equipment components and nozzles
All runs with lines attached to those nozzles

Nozzle All item notes

All runs with lines attached to the nozzle

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Item in Select Set Additional items that must be claimed for Delete

Equipment All item notes

Component

Room All nozzles, room components, and item notes

All item notes on those room components and nozzles
All runs with lines attached to those nozzles

Room Component All item notes

Line Segment The pipe or signal run that owns the segment
All components in that run

Branch Point All runs with lines that attach to that branch point
All item notes

Piping Component All item notes

All runs with lines that attach to that piping component

Instrument All instrument components – actuators, functions, and so forth

All item notes
All runs with lines that attach to the instrument

OPC All item notes

All runs with lines that attach to the OPC
The partner OPC must be claimed also

Stockpile Items
Most items in the stockpile do not have any relationships. For these items, if the item is claimed,
it can be deleted from the stockpile. If the item is not claimed, the Delete command opens the
standard claim violation message.
Plant item groups, for example loops, packages, and so forth, exist in the stockpile and have
relationships to member items on a drawing or in a stockpile. If the plant item group is claimed
and all of its members are claimed, then the plant item group can be deleted. If the plant item
group or any of its members is not claimed, the Delete command opens the standard claim
violation message.
When an OPC is in the stockpile, it maintains its relationship to the partner OPC. OPCs can be
deleted from the stockpile only if both OPCs in a pair are in the stockpile and are deleted at the
same time. In a project context, both OPCs in a pair must be claimed before they can be
deleted.
See Also
Claim a Drawing Item (on page 57)

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Moving Between Stockpiles

The Move to Different Stockpile command in the Engineering Data Editor allows you to move
an item from one stockpile to a different stockpile. The selected model item must be claimed
before you can use this command (if you are using a Project).
See Also
Claim a Drawing Item (on page 57)

Validating Properties
The software uses validation functions before setting properties on items. The software checks
the claim status before setting any values. If the item is claimed, the property can be changed. If
the item is not claimed, the property cannot be changed. For more information about validating
properties, select Start > Programs > Intergraph Smart P&ID > Programming Help and see
the Extending the Capabilities of Smart P&ID and Logical Model Automation Reference topics.
From version 2009, you can use the validation and calculation functions on drawing
item type. The software uses the same automation interface managing all other item types.

To Do List and Correlating Items

Claiming impacts the To Do List and other SmartPlant commands in the following manner.
For Engineering, it is not possible to run Create or Delete tasks.
Create Task — Running a Create task creates a new item in the stockpile. The new item is
claimed automatically as soon as it is created.
Update Task — Running an Update task sets or changes some properties of an existing item.
The item to be updated must be claimed before it can be updated. If it is not claimed, the task
status is set to Error and a note is added to the Notes area on the General tab of the Task
Properties dialog box.
Delete Task — Running a Delete task causes the target item to be deleted. The item to be
deleted and possibly other related items must be claimed before the task can do its work. If all of
the necessary items are not claimed, the task status is set to Error and a note is added to the
Notes area on the General tab of the Task Properties dialog box.
Correlate Items — The SmartPlant > Correlate command correlates pipe runs to the same
design basis as an existing pipe run that is already correlated. Properties are copied from the
primary pipe run to the other pipe runs. You must claim the pipe runs to be modified. If they are
not claimed, they cannot be correlated.

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Reviewing a Claim Status

Use the Claim Status command to see if an item has been claimed. This command displays a
dialog box that shows if the item is claimed by this project or by any other project and, if it is
claimed, the date of the operation, the name of the user and any related comments.
Another way to see which items are claimed is with the Show Claims command, which paints
the items on the drawing with different colors depending on whether the item has been claimed.
The typical way to configure the colors is to show unclaimed items in a light gray color and
claimed items with their normal symbology. With the Show Claims switch turned on, you can
very quickly see what is claimed and what is not.

Display the Claim Status of a Drawing Item

1. In the Drawing view or Engineering Data Editor, select the items for which you want to
display the claim status.
2. Click Edit > Claim Status.
3. On the Claim Status dialog box, review the information in the list of items.
4. To claim the items to your project, select elements in the list and click Claim.
5. To relinquish claims on those items by your project, select elements in the list and click
Release Claim.
6. To see more detailed information about the claim status of that item, the project that has
claimed the item, the user who claimed it, and any related comments, select an element in
the list and click Details.

Claim Status Command

Opens the Claim Status dialog box, which displays the details of the claimed state of the
selected items and enables you to claim items, release the claims to items, and so forth. You
must select the items in the Drawing view or the Engineering Data Editor before using this
command.

Opens when you select one or more items and click Edit > Claim Status on the main menu bar.
You can review the details of the claimed state of the selected items, claim items, release the
claims to items, and discover other details of the claim status. To perform an action on an item
(claim, release claim, or show details), you must first select the row of the item. Hold down
CTRL or SHIFT to select multiple items.
Item Tag — The tag that identifies the item. If a selected item that appears in this dialog box
does not have an item tag, the value is blank.
Item Type — The item type to which the item belongs, for example: Mechanical, Nozzle,
PipingComp, SignalRun.
Claimed — Indicates the claim status of items claimed in the current project. An item claimed
by your active project is denoted by ; an item with an invalid claim on it is denoted by ; an
item which has a relationship with another item that has been claimed, but which itself was not
explicitly claimed is denoted by (partial claim); otherwise, this field is blank.

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Claimed by Others — Indicates the claim status of items claimed by other projects. The
symbols are the same as for the Claimed column. If you are working in 'Exclusive mode', you
cannot claim an item that is already claimed by another project.
Claim — Opens the Claim dialog box, where you can claim the item and record claim
comments.
Release Claim — Releases the claim from your project. A confirmation message is displayed;
choose Yes to release the claim.
Details — Opens the Details dialog box, where you can discover what project has claimed the
selected item, the user that claimed it, and any claim comments that were entered when it was
claimed.
See Also
Claim a Drawing Item (on page 57)

Show Claims Command (View Menu)

This command is not available in .
Sets the appearance of drawing objects as it is specified in the Claims tab of the View
Properties dialog box. You can use this command to switch the claim symbology on and off.
Using the options on the Claims tab causes only the color and line weight to change, not the
line pattern.

Releasing a Claimed Item

If an item is initially claimed by a project, but then later it is decided that the item does not need
to be modified, you can remove the item from the project scope using the Release Claim
command. New items that are automatically claimed when they are created cannot be
unclaimed with this command.

Release Claim in Smart Electrical

1. In the Project Management table (for a project), select the check box beside each main
items for which you want to release the claim.
2. Do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then on the shortcut menu, click
Release Claim.

3. Click to release the claim for the selected items.

▪ After setting the claim mode to Release Claim, the status of the items still remains behave
exactly in the same way as the scoped items as the software re-scopes them.
▪ To claim the items whose claim mode to Release Claim, right-click in the Project
Management table and then on the shortcut menu, click Mark as Reclaimed.

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Release Claim in Smart P&ID

1. In the Drawing view or Engineering Data Editor, select the items for which you want to
release the claim.
2. Click Edit > Release Claim.
3. On the Release Claim dialog box, view the selected items and click OK.

▪ After setting the claim mode to Release Claim, the status of the items still remains behave
exactly in the same way as the scoped items as the software re-scopes them.
▪ You cannot release a claimed item in the Engineering Data Editor if that item does not
belong to the active drawing.

Release Claim Command

Displays the Release Claim dialog box and allows you to relinquish control (by your project) of
the selected items. This dialog box also displays when you attempt to unclaim an item that has
been modified in the project. Claims must be released before projects can be completed or for
other projects to be able to check in drawings with changes.

▪ If you are working in a SmartPlant environment and there are any differences between an
item in the Project and an item in the As-Built, the claim cannot be released. If you are not
working in the SmartPlant environment, the claim can be released. Also, items that display
no warnings or errors are released.
▪ This command can only be used for items that belong to the active drawing.

Comparing and Refreshing Versions

When more than one version of a drawing exists, you can view two versions side-by-side and
examine their differences by using the Tools > Compare and Refresh command. You can
compare two versions from inside your own Plant or project database, or you can compare a
version in your database to a version in the Plant or another project database. Keep in mind that
you can compare a drawing only against a version of itself; that is, you cannot compare one
drawing to another drawing.
Differences between drawing versions are assigned to logical change groups, which are listed
on the Change groups area of the Compare and Refresh dialog box. Differences display in
the following two categories.
▪ Graphic refers to an item that has changed only in its graphical representation in the
design; that is, the item is moved or otherwise graphically manipulated in the drawing.
▪ Data refers to a mismatch in the properties assigned to an item that exists in both drawings;
that is, a change, addition, or deletion of a property in the Properties window or
Engineering Data Editor in Smart P&ID or through automation.
Every change grouping and every changed item is assigned a category, and if more than one
category applies (for instance, if you move an item and change one of its properties), then the
highest priority category is displayed.

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Change details displays information about selected groups in the Change groups
area. Values for the Change details include the following.
▪ Add — Indicates that the selected group will be added to the version displaying on the right.
▪ Delete — Indicates the selected group will be removed from the version displaying on the
right.
▪ Modify — Indicates the selected group will be modified on the version displaying on the
right.
The two versions are displayed in two Drawing views, described as left and right views. The
relationship between the two views depends on whether you are comparing two versions in your
own database or comparing your version to a version in another database.
▪ Two versions are in the active database — The left-hand view is the older version, and the
right-hand view is the newer version. That is, they are displayed in time-order from left to
right.
▪ Two versions exist in different databases — The right-hand view is reserved for the version
in your active Plant or project database, and the left-hand view belongs to the version in
another database because you cannot be assured that time-order is the logical order to
display the versions.
You can also compare the differences between the typicals of either drawing. Using the select
list situated in the drawing name bar of each view, you can display the primary, typical, or both
views of the selected version.

▪ For , the refresh action is not allowed.

▪ When a plant item group is sent to the Plant Stockpile and after creating a new version of
the drawing, that plant item group is assigned to a piece of equipment or an instrument, the
Change column displays the value Delete. Plant Item Group types that are affected by this
behavior are: Contract Package, Hydro Test Package, Package, Instrument Safety Class,
Test System, and Hydraulic Circuit. If the plant item group is sent to the drawing stockpile,
the behavior is identical; however, the Change column displays the value Modify.

Compare and Refresh Drawing Versions

1. Click Tools > Compare and Refresh.
In Smart P&ID Engineering, this command is enabled; however, it is only possible
to view the differences between drawings — you cannot refresh the display.
2. On the Compare With dialog box, select a database using the Available databases
drop-down list box.

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3. In the History list box, select the drawing you want to compare your current drawing with.

4. Click OK.
5. On the Compare and Refresh dialog box, review the information in the Change groups
and Change details areas. Your current drawing displays on the right side of the
screen. The version you are comparing it to displays on the left.

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6. In the Change groups area, click in the Action column.

7. Using the drop-down list, select No Action or Validate. Validate will display as an option
only if you have an Invalid Claim.

8. Click OK to refresh the drawing and accept any changes or Cancel to dismiss the dialog
box.

Compare and Refresh Examples

The following examples provide details for reconciling data and graphic differences between
your current drawing and a previously created version of that drawing.
For , the refresh action is not allowed.

Data Example
In this example, a jacketed tower exists in the version to be selected for the compare. The
current version contains the same jacketed tower but a change has been made to the Cleaning
Requirements property. When the current version is compared to the selected version, a data
change is found during the compare.

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The current version appears on the right and the version it is compared to appears on the
left. Change groups indicates that there is only one group and a data change was located. All
items in the group are valid claims. Change details indicates that the comparison located a
different property value (Cleaning Requirement) in the current version.

Graphic Example
In this example, a jacketed tower exists in the version to be selected for the compare. The
current version contains the same jacketed tower but it has been moved to a new
location. When the current version is compared to the selected version, a graphic change is
found during the compare.

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The current version appears on the right and the version it is compared to appears on the
left. Change groups indicates that there is only one group and a graphic change was
located. All items in the group are valid claims. Change details indicates that the comparison
located a graphic modification to a vessel (Jacketed Vessel) in the current version. If you
refresh the version, the graphic modification will be accepted as shown in the Change
column. Clicking in the Action column of the Change groups data allows you to take no action
or refresh (accept the previous location of the vessel). The settings are not applied to a version
until you click OK.

Data and Graphic Example

In this example, a jacketed tower with a nozzle exists in the version to be selected for the
compare. The current drawing contains the same jacketed tower and nozzle. The original
nozzle has been moved, a new nozzle has been added, and a property for the jacketed tower
has been changed. When the current drawing is compared to the selected version, a data and
graphic change is found during the compare.
The current drawing appears on the right and the drawing it is compared to appears on the
left. Change groups indicates that there are three groups of differences. All items in the
groups are valid claims. Change details indicates that the comparison located an existing
nozzle that was moved (Graphic) and a property value change (Data) in the current drawing.
Clicking in the Action column of any of the three Change groups allows you to select either No
Action or Refresh. If you select Refresh for any of the three groups, the action described in
the Change column will be performed when you click OK.
See Also
Claim a Drawing Item (on page 57)

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Compare and Refresh Command (Tools Menu)

Allows you to refresh the active drawing with data from another version of the drawing. The
differences display in what is known as a change group. If you accept the changes, the drawing
refreshes to display the changes.
To refresh a project drawing, you use the drawing in the plant. Change groups are marked if it
affects items you have claimed. Be sure to refresh all of the changes that do not involve
claimed items because these are the changes that have been checked in by other
projects. You want to include these changes in your drawing so they will not be lost when you
perform a check in.
In Smart P&ID Engineering, this command is enabled; however, it is only possible to
view the differences between drawings — you cannot refresh the display.
See Also
Claim a Drawing Item (on page 57)

Compare With Dialog Box

Opens when you click Tools > Compare and Refresh allowing you to select a drawing version
to compare against the version that you currently have open and active.
Available Databases — Lists all the different databases that currently have a version of the
drawing you chose on the Show History dialog box.
History — Lists all the versions of the chosen drawing in the database you named in the
Available Databases list.
See Also
Claim a Drawing Item (on page 57)

Compare and Refresh Dialog Box

This dialog box opens when you click Tools > Compare and Refresh, displaying two versions
of the same drawing and indicating the differences between them.
You cannot do anything else in the Smart P&ID modeler while this dialog box is open.

Toolbar Commands
The toolbar commands apply to the Drawing views.
For icons that display a drop down-arrow, you can apply the command to either the
right or left view.

Compare Options — Opens the Compare Options dialog box, which allows you to
customize the colors that the various comparison states are displayed in. That color coding is
then displayed in the status bar as a static reminder.

Print — Prints the Drawing view or views.

Generate Report — Opens Microsoft Excel and creates a report of the information
contained in this comparison session. This report lists the same information that is displayed in
the Change groups and Change details lists (change groups, item types, claim statuses, and
so forth).

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Find in List — Zooms to the Change details list entry that corresponds to an item you
select in either Drawing view. In general, if you select a drawing item that exists in the list,
then the list display automatically zooms to that entry.

Find in Drawings — Manipulates the Drawing views so that the selected element is listed
in the Change details and the Change groups list is centered in the appropriate Drawing view.
You must first select an item in either the Change groups or Change details area.

Zoom Area — Enlarges the selected area in one or both Drawing views by allowing you to
draw a fence around the area.

Zoom In — Enlarges the selected area where you click.

Zoom Out — Reduces the display of the selected area where you click.

Fit — Fits all the drawing elements into the visible viewing area of the active
drawing. Selecting part of the drawing and clicking Fit fits the selected area into the visible
viewing area of the active drawing.

Pan — Allows you to move the display in any direction from a specific point in one or both
Drawing views in order to see other areas of the view by dragging the pointer across the
display.

Select — Changes the pointer to an arrow allowing you to select an item.

Help — Opens the Online Help.

Drawing Views
The left and right drawing views display the two versions of your drawing being compared. The
display above the drawing view shows the drawing name and the version. The select list in the
display allows you to choose the drawing layers to be compared and can be selected
individually for each version. Possible select list values are Primary, Typical, or Both.
If you compare two versions from different projects, the version that belongs to the other project
appears in the left Drawing view and the version that belongs to your active Drawing Manager
project appears in the right Drawing view. If you compare two versions from your active
project, then the latest version appears in the right Drawing view.
At the top of each Drawing view, the Plant or project, the name of the drawing, and the version
is displayed explicitly. You can move the bars between the different views according to your
needs. If you double-click on the divider between the left and right Drawing views, then the
software automatically adjusts the two views to be the same-size.

Properties Window
Displays two columns of properties for an item selected in a Drawing view or in the Change
details list. The left-hand and right-hand columns correspond to the left and right Drawing
views. If a deleted item is selected (the item exists in left view, but not the right view), the
properties for that item are listed in the left-hand column and the right-hand column is empty. If a
modified item is selected, values from both versions show in their respective columns in the
Properties window. If a new item is selected, that is, the item exists in right view, but not the left
view, the properties for that item are listed in the right-hand column and the left-hand column is
empty.

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Properties Commands
Allows you to customize the properties that are displayed in the Properties window.

Alphabetical — Lists properties in alphabetical order. This button acts as a toggle and is
available when properties are displayed categorically.

Categorized — Displays properties grouped by specific categories. Categories are

defined and properties are assigned to those categories in Data Dictionary Manager. This
button acts as a toggle and is available when properties are displayed alphabetically.

Show Modified — Toggles the display of only those properties of the selected drawing item
that are different in the versions. This button applies only to modified items that exist in both
versions; for added and deleted items, all properties are listed.

Change groups
Lists the changed items in groups. A listed item contains all the items this change effects. You
can sort the list be clicking the column headings.
For , the refresh action is not allowed.
Check box column — Displays colors in the drawings as defined using Compare Options. If
not selected, the Default items color displays.
Number — Displays an arbitrary number that is assigned to a logical change group when this
dialog box is opened. The number has no intrinsic meaning and may apply to a different group
the next time you open this dialog box.
Action — Defines which action is to be taken involving the selected change. In Smart P&ID
Engineering, this option is unavailable because it is not possible to refresh drawings.
Identifier — Lists item tags for the principal member of the change group, if an item tag is
assigned to that object. For instance, if a change group centers around data differences for a
vessel and its nozzles, then the item tag for the vessel is displayed in this column.
Category — Displays the category of the change, listed in order of highest to lowest priority.
Options include:
▪ Data — Indicates that a property value has changed (for example, a property value for a
vessel).
▪ Graphic — Indicates that a change has been made to an item in the drawing (for example,
a vessel has been moved).
Claimed — Displays an overview of the claim status of the individual items in the group.
Possible values are All, Some, or None.
Valid Claim — Indicates that the claimed item is a valid claim.

Change details
Lists all the individual items that belong to the group that you select from the Change groups
list. You can sort this list by clicking on any of the column headings.
Result — Displays one of three possible values: Left-Only, Right-Only, and Different.
Left-Only denotes an item that exists in the left-hand version only, implying that the item is
deleted from the right-hand version. Right-Only denotes an item that exists in the right-hand

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version only, implying that the item was added to the right-hand version. Different denotes a
difference between the properties or graphical elements of an item that exists in both versions.
Change — Describes what action is required to make the drawing in the right frame match the
drawing in the left frame. Actions include:
▪ Add — Adds the listed item to the version on the right.
▪ Delete — Removes the listed item from the version on the right.
▪ Modify — Changes the listed item in the version on the right.
When a plant item group is sent to the Plant Stockpile and after creating a new
version of the drawing, that plant item group is assigned to a piece of equipment or an
instrument, the Change column displays the value Delete. Plant Item Group types that are
affected by this behavior are: Contract Package, Hydro Test Package, Package, Instrument
Safety Class, Test System, and Hydraulic Circuit. If the plant item group is sent to the drawing
stockpile, the behavior is identical; however, the Change column displays the value Modify.
Item Type — Describes the item type, such as Instrument, PipeRun, or Nozzle.
Specific Item Type — Displays the specific type of item, such as 3-Way Ball Valve, Piping, or
Flange Orifice.
Item Tag — Displays the item tag of the individual item in question if a tag has been assigned to
the item.
Category — Displays the highest priority category of change that applies. Possible categories
are:
▪ Data — Indicates that a property value has changed (for example, a property value for a
vessel).
▪ Graphic — indicates that a change has been made to an item in the drawing (for example,
a vessel has been moved).
Claimed — Displays the claim status of the object:

▪ — Valid claim

▪ — Invalid claim
▪ Not claimed.

Stockpile or — Denotes whether the selected item is stored in the stockpile.

View — Displays the status of the selected item in relation to its placement in the primary or
typical view, and between the selected versions. The following statuses are displayed:

▪ Added to Primary

▪ Added to Typical

▪ Moved to Typical

▪ Moved to Primary

▪ Removed from Typical

▪ No Change in Typical

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▪ Removed from Primary

▪ No Change in Primary
Status bar — Displays the currently defined colors for illustrating comparison status. You can
change the color scheme by clicking the Compare Options button on the toolbar and
defining options on the Compare Options dialog box.
See Also
Claim a Drawing Item (on page 57)

Compare and Refresh Dialog Box Properties Window Toolbar

Allows you to customize the properties that are displayed in the Properties window of the
Compare dialog box.

Alphabetical — Lists properties in alphabetical order.

Categorized — Displays properties grouped by specific categories. Categories are defined

and properties are assigned to those categories in Data Dictionary Manager.

Show Modified — Toggles the display of only those properties that are different between the
properties that belong to a selected drawing item. This button only applies to modified items that
exist in both versions; for added and deleted items, all properties are listed.
See Also
Claim a Drawing Item (on page 57)

Compare Options Dialog Box

Opens when you click Compare Options on the Compare dialog box toolbar and allows
you to customize the colors that the various comparison states are displayed in. The active color
scheme is displayed in the Compare dialog box status bar.
Left-only — Allows you to choose a color for the display of objects that exist in the left-hand
Drawing view only. Dark green is the default color for this option.
Right-only — Allows you to choose a color for the display of objects that exist in the right-hand
Drawing view only. Red is the default color for this option.
Different items — Allows you to choose a color for the display of items that exist in both views
but differ from each other for any number of reasons (for example, modified properties). Blue is
the default color for this option.
Identical items — Allows you to choose a color for the display of drawing items that are
identical in the two views. Black is the default color for this option.
Highlight items — Allows you to choose a color to denote that a drawing object is highlighted,
for instance, when an item is within your locate zone.
Selected items — Allows you to choose a color to denote items that are selected in one or both
of the Drawing views.

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Sample Project Workflows

The following scenarios provide workflows for using projects in various configurations. You
must perform the activities below before executing the workflows.
1. In Smart Engineering Manager, do the following:
a. Create a site.
b. Create a plant.
c. Associate the application.
d. Create plant groups that allow drawings.
2. In Drawing Manager, create new drawings A - E and G, as shown.

3. In , do the following:
a. Open Drawing A.

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b. Create the following Assembly A-1 and assign the item tags as shown.

▪ Choose vessel type Equipment > Vessels > Vertical Drums > Short 1D 1C 1to1.
▪ Place both OPC partners in the Plant Stockpile.
c. Open Drawings B, C, D, and G and place Assembly A-1 in each of the drawings.
The software assigns unique item tags to the vessel, pipe runs, and OPCs in
each drawing.
d. Open Drawing E and place the instrument OPC partner from Drawing D.
4. In Drawing Manager, create a version of Drawing G and make a note of the version
number (1).
5. In Smart Engineering Manager, do the following:
a. Enable projects for the plant.
b. Create three projects: Project 1, Project 2, and Project 3 and for each, set the Project
Scope at the level of the unit in which you created the drawings.
c. Define Roles for each of the projects if not defined already.
6. In Options Manager, set the Claim Mode option to Shared.

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Undo a Checkout
Before performing this scenario, ensure that you have completed all the prerequisite
activities described in Sample Project Workflows (on page 78).
1. In Project 1, check out Drawing A from the Plant.
2. Open Drawing A and do the following:
a. Claim Vessel V-100.
b. Find and replace Vessel V-100 with a 1 to 1 Parametric V Drum.

c. Exit Drawing A.
Drawing A becomes Drawing A'.
3. In Project 2, fetch Drawing A' from Project 1.
4. In Project 1, execute the Undo Checkout command on Drawing A', leaving Drawing A' in
Project 1.
5. In Project 2, open Drawing A' and do the following:
a. Claim Nozzle N1.
b. Change the Tag Sequence Number of the nozzle to 4.
c. Exit Drawing A'.
Drawing A' becomes Drawing A''.
6. Check out Drawing A from the Plant to Project 2 without replacing the existing P&ID.
Drawing A becomes Drawing A''.
7. In Project 2, perform the following steps:
a. Attempt to check in Drawing A''.
b. View the check in log file.
Unclaimed changes prevent check in.

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8. Open Drawing A'' and do the following:

a. Claim Vessel V-100.
b. Exit Drawing A''.
Drawing A'' becomes Drawing A'''.
9. Check in Drawing A''' with removal of the drawing from the project.

Key

Check out drawing

Fetch drawing

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Continuity between procedure steps

(an arrow indicates changes to the
drawing or to drawing item data)

Check in drawing

Check-in unsuccessful

Undo drawing check-out

Refresh: Modify a Drawing Concurrently in Two Projects

Before performing this scenario, ensure that you have completed all the prerequisite
activities described in Sample Project Workflows (on page 78).
1. In Project 1, check out Drawing B from the Plant.
2. Open Drawing B and do the following:
a. Fence select all items and claim the selected items.
b. Exit Drawing B.
3. In Project 2, fetch Drawing B from the Plant.
4. Open Drawing B and do the following:
a. Fence select all items except both OPCs and claim the selected items.
The claim status for the items indicates that they have already been claimed
by another project.
b. Change the Tag Sequence Number for the vessel to 110.
c. Change the Construction Status of the vessel from New to Existing.
d. Exit Drawing B.
Drawing B becomes Drawing B'.
5. In Project 1, open Drawing B and do the following:
a. Place an Area Break around the vessel and Nozzle N1.
b. Place an Alt Dgn Press-Temp Equipment Label on the Area Break.
c. Select the Area Break, right-click, and on the shortcut menu, click Select Contents.
d. In the Properties window, if you cannot see the pressure and temperature properties,
select Show Case Data for the Select Set to display those properties.
e. Assign Alt Dgn Max Press of 100 psi.

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f. Assign Alt Dgn Max Temp of 101 F.

g. Exit Drawing B.
Drawing B becomes Drawing B''.
6. In Project 1, check in Drawing B'' with removal of the drawing from the project and then do
the following:
a. Click Project > Project Status.
b. Click Complete Project.
c. Click Merge Project to merge Project 1 into the Plant.
If you complete and merge Project 1, you will not be able to use it for the
other workflows unless you delete and re-create Project 1. If you want to continue without
deleting and re-creating the project, you should skip both the Complete and Merge
operations until you have completed all of the workflows.
7. In Project 2, check out Drawing B'' without replacing the existing P&ID.
Drawing B'' becomes Drawing B' in Project 2.
8. In Project 2, attempt to check in Drawing B'.
Invalid Claim prevents check-in.
9. In Project 2, compare Drawing B' with the drawing in the Plant and do the following:
a. Refresh Drawing B' for the Area Break and label and all other differences that result in
invalid claims.

For details, see Compare and Refresh Drawing Versions (on page 68).
b. Place a Revision Cloud around Control Valve FV-100 and Actuator ACT-100.
c. Place a Revision Triangle on the Revision Cloud. Label the Revision Triangle RT- 1.
d. Exit Drawing B'.
Drawing B' becomes Drawing B'''.

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10. Check in Drawing B'''.

Key

Check out drawing

Fetch drawing

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Continuity between procedure steps

(an arrow indicates changes to the
drawing or to drawing item data)

Check in drawing

Check-in unsuccessful

Fetch a Deleted Drawing

Before performing this scenario, ensure that you have completed all the prerequisite
activities described in Sample Project Workflows (on page 78).
1. In Drawing Manager, select Project 1 and check out Drawing C from the Plant.
2. Open Drawing C and do the following:
a. Claim Flow Indicator FI-100.
b. Change the Tag Sequence Number of the Flow Indicator from 100 to 101.
c. Exit Drawing C.
Drawing C becomes Drawing C'.
3. In Project 2, fetch Drawing C from the Plant.
4. Open Drawing C and do the following:
a. Claim Flow Indicator FI-100.
b. Change the Tag Sequence Number of the Flow Indicator from 100 to 202.
c. Exit Drawing C.
Drawing C becomes Drawing C''.
5. In Project 1, delete Drawing C'.
6. In Project 2, check out Drawing C from the Plant without replacing the existing P&ID.
7. In Project 3, fetch Drawing C'' from Project 2.
8. Open Drawing C'' and do the following:
a. Add a Generic Tray to the vessel.
b. Exit Drawing C''.
Drawing C'' becomes Drawing C'''.
9. In Project 2, undo the check-out of Drawing C''.
10. In Project 3, check out Drawing C from the Plant, ensuring that the existing P&ID is not
replaced.
Drawing C becomes Drawing C''' in Project 3.

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11. Open Drawing C''' and do the following:

a. Claim Flow Indicator FI-202.
b. Exit Drawing C'''.
Drawing C''' becomes Drawing C'''' in Project 3.
12. Check in Drawing C''''.
13. In Project 1, click Revisions > Fetch Deleted Drawing and select deleted Drawing C'.
14. Check out Drawing C'''' from the Plant, ensuring that the existing P&ID is not replaced.
Drawing C'''' becomes Drawing C' in Project 1.
15. Attempt to check in Drawing C'.
Unclaimed changes prevent check-in.
16. Open Drawing C' and do the following:
a. Claim the vessel.
b. Claim Flow Indicator FI-101.
c. Perform Compare and Refresh for the generic vessel tray.
d. Exit Drawing C'.

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17. Check in Drawing C'.

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Key

Check out drawing

Fetch drawing

Continuity between procedure steps

(an arrow indicates changes to the
drawing or to drawing item data)

Check in drawing

Check-in unsuccessful

Undo drawing check-out

Delete drawing

Check in Multiple Representations

Before performing this scenario, ensure that you have completed all the prerequisite
activities described in Sample Project Workflows (on page 78).
1. In Project 1, check out Drawing D from the Plant.
2. Open Drawing D and do the following:
a. Claim the vessel and make a note of its Item Tag.
b. Claim the instrument OPC and the signal run connected to it.
c. Make a note of the instrument OPC's Item Tag and delete it to the Plant Stockpile.
d. Exit Drawing D.
Drawing D becomes Drawing D'.
3. In Project 1, create Drawing F.
4. Open Drawing F and do the following:
a. Place the instrument OPC that was placed in the Plant Stockpile after being deleted
from Drawing D.
b. Place a Multiple Representation of the vessel.
c. Add an Equipment Name label to the vessel.
d. Exit Drawing F.

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Drawing F becomes Drawing F'.

5. Attempt to check in Drawing F'.
Related Drawings error prevents check in.

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6. Check in Drawings D' and F' together.

Key

Check out drawing

Fetch drawing

Continuity between procedure steps

(an arrow indicates changes to the
drawing or to drawing item data)

Check in drawing

Check-in unsuccessful

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Fetch Older Drawing Versions and OPCs

Before performing this scenario, ensure that you have completed all the prerequisite
activities described in Sample Project Workflows (on page 78).
1. In Project 1, check out Drawing G.
2. Open Drawing G and do the following:
a. Claim the vessel, Nozzle N1, and the pipe run connected to the nozzle.
b. Delete from model the vessel and Nozzle N1.
c. Exit Drawing G.
Drawing G becomes Drawing G'.
3. In Project 2, create Drawing H.
4. In Project 3, create Drawing I.
5. In Project 2, fetch Drawing I from Project 3.
6. Open Drawing H and do the following:
a. Place 3 Piping Off Drawing OPCs (OPC1, OPC2, and OPC3), sending the partner
OPCs to the Drawing I stockpile.
b. Make a note of the OPC tags.
c. Exit Drawing H.
Drawing H becomes Drawing H'.
7. Open Drawing I and do the following:
a. Place OPC3 into Drawing I from the Drawing I stockpile.
b. Exit Drawing I.
Drawing I becomes Drawing I'.
8. In Project 2, check in Drawing I', removing it from the project.
9. Fetch Drawing I' into Project 3 from the As-Built, overwriting the drawing.
10. In Project 3, open Drawing I' and do the following:
a. Claim OPC2 (in Drawing I stockpile).
b. Using the Move to Different Stockpile command, move OPC2 into the Project 3 Plant
stockpile.
c. Exit Drawing I'.
Drawing I' becomes Drawing I''.
11. In Project 1, check in Drawing G'.
12. In Project 3, fetch Version 1 of Drawing G' from As-Built.
To fetch the correct version of Drawing G', do the following:
1. On the Fetch dialog box, click History.
2. On the Version History dialog box, select Version 1.

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13. In Project 2, check in Drawing H', leaving the drawing in the project.
14. Open Drawing H' and do the following:
a. Claim OPC1, OPC2, and OPC3.
b. Exit Drawing H'.
Drawing H' becomes Drawing H''.

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15. In Project 3, check in Drawing I''.

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Key

Check out drawing

Fetch drawing

Continuity between procedure steps

(an arrow indicates changes to the
drawing or to drawing item data)

Check in drawing

Check-in unsuccessful

Using Workshare with Projects

Workshare functions the same whether using projects or not. The only difference is that when
using projects, only a project can function as a Workshare host. The Plant cannot be a host or
a satellite when projects are enabled.

▪ In a Workshare collaboration, new plant groups cannot be created by standalone satellite

sites or by the satellite sites in a project.
▪ Connected Workshare is available only for sites using Oracle databases. If your plants and
projects are using a SQL Server database, you cannot use connected Workshare.

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▪ Standalone Workshare allows you to mix the type of databases used in a Workshare
collaboration.
▪ When a project is used as a Workshare host, the satellites synchronize their reference data
with the Plant reference data.
▪ When transferring ownership of a drawing to another Workshare site, the corresponding
versions are not transferred. Only the current version of the drawing is transferred.
▪ New plant groups (plants, areas, units, and so forth) cannot be created by satellites hosted
by a project.

Using Projects in an Existing Workshare Collaboration

You must discontinue all Workshare collaboration in a plant before you can create projects in
the plant. In other words, if the plant structure contains active Satellites, the Enable Projects
command remains unavailable. We recommend completing the following tasks before enabling
the plant for projects.
1. Transfer all drawings to the host.
2. Delete all satellites.
3. Disable the plant for Workshare.
4. Enable the plant for projects.
5. Create a project to serve as the host.
6. Enable the project for Workshare.
7. Create satellite slots in the project host.
8. Create satellites.
9. Check out or fetch drawings at the host, then re-distribute drawings back out to the
satellites.

Projects vs. Workshare

The following comparisons may be useful when making the decision about whether to use
projects or Workshare or both.

Category Projects Workshare

Topology Each plant can have many Each Workshare host can have
projects. Each project belongs to many satellites. Each satellite
exactly one plant. belongs to exactly one host.

Identity Objects that are transferred Objects that are transferred

between a plant and a project between a host and a satellite
maintain their identity. maintain their identity.

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Category Projects Workshare

Reference Data One set of reference data is used The reference data must be the
for a plant and all its projects. same for a host and its satellites.
Changes can be made only Changes can be made only through
through the Plant. Since all projects the host. Changes are propagated
use the same reference data as the to the satellites by means of the
Plant, all projects immediately see synchronize reference data
changes to the reference data. commands in Drawing Manager.

Physical Separation A plant and all its projects must Connected Workshare allows data
exist on the same server and within to be distributed to multiple
the same database instance. database instances on separate
servers that may be remote from the
host server.
Standalone Workshare allows data
to be distributed between separate
database types.

Organization Projects are suited to dividing up Workshare is suitable for dividing up

work that will be done within a work among multiple organizations.
single organization.

Work Off-Site at a No. In a projects/Workshare Yes, in a connected Workshare

Satellite Site? scenario, claim records are stored configuration (without projects),
in the P&ID schema at the host work can continue when the
site. If the database link goes database link goes down.
down, claimed items at the satellite Standalone Workshare does not
site will not recognize the claim require any database connections.
status. However, the claim status of
newly placed items will be
recognized when the database link
is re-established.

When to Use? When the work to be done must be When the work to be done must be
divided into subsets, but it is all divided into subsets and assigned to
done by the same organization and different organizations.
can use the same server.
When the subsets of work must be
When an As-Built facility model is done on servers that are physically
to be built and the changes to that separated.
model need to be managed.
When a master database is to be
used for the approved design and a
task database is to be used for the
ongoing design work.

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Sample Workflows
The following scenarios provide example workflows for using connected Workshare with
projects:
▪ Scenario 1: Compare
▪ Scenario 2: Loops
▪ Scenario 3: OPCs

Scenario 1: Compare
The following workflow demonstrates how to compare drawings in a connected Workshare
collaboration using projects.

1 Project 1 checks out Drawing A.

Project 1 assigns ownership of Drawing A to Satellite 1.1.

2 Project 2 fetches Drawing A from Project 1.

3 Project 2 assigns ownership of Drawing A to Satellite 2.1.

4 Satellite 2.1 opens, claims items, and modifies Drawing A.

Drawing A becomes Drawing A'.
Satellite 2.1 exits Drawing A'.

5 Satellite 2.1 assigns ownership of Drawing A' to Project 2.

6 Satellite 1.1 opens, claims items, and modifies Drawing A.

Drawing A becomes Drawing A''.
Satellite 1.1 releases claims and exits Drawing A''.

7 Satellite 1.1 assigns ownership of Drawing A'' to Project 1.

8 Project 1 checks Drawing A'' into the Plant.

9 Project 2 checks out Drawing A'' (without replacing Drawing

A').

10 Project 2 compares Drawing A'' (modified in Project 1) with

its own Drawing A'.

11 Project 2 refreshes Drawing A' with differences from

Drawing A''.
Drawing A' becomes Drawing A'''.

12 Project 2 checks Drawing A''' in to the Plant.

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See Also
Projects vs. Workshare (on page 95)

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Scenario 2: Loops
The following workflow demonstrates using shared items in a connected Workshare
collaboration using projects.

1 The Plant creates Drawing A and places 3 DCS

instruments.

2 Project 1 checks out Drawing A and creates the following

loops:
P-100 in the drawing stockpile
P-101 in plant stockpile (shared = False)
P-102 in plant stockpile (shared = True)
Project 1 verifies via the EDE that there are 3 DCS
instruments and 3 loops in the drawing.

3 Project 1 closes Drawing A.

Drawing A becomes Drawing A'.

4 Project 2 fetches (with read/write permissions) Drawing A'

from Project 1.
Project 2 opens Drawing A' and verifies via the EDE that
P-100 is in the drawing stockpile and that there are 3 DCS
instruments, then closes Drawing A'.
Project 2 assigns ownership of Drawing A' to Satellite 2.1
and synchronizes shared items.

5 Satellite 2.1 executes Get Latest Version from Remote

command and synchronizes shared items.
Satellite 2.1 opens Drawing A' and verifies via the EDE that
P-100 is in the drawing stockpile and that there are 3 DCS
instruments, then closes Drawing A'.

6 Project 1 assigns ownership of Drawing A' to Satellite 1.1

and synchronizes shared items.
Satellite 1.1 executes Get Latest Version from Remote
command and synchronizes shared items.
Satellite 1.1 opens Drawing A' and verifies via the EDE that
P-100 is in the drawing stockpile and that there are 3 DCS
instruments, then closes Drawing A'.

7 Satellite 1.1 creates Drawing B and places an instrument.

Drawing B becomes Drawing B'.

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8 Satellite 1.1 opens Drawing B', verifies via the EDE that only
the P102 loop tag is available for assignment (confirming
that synchronizing shared items brought the loop over to the
satellite), then closes Drawing B'.

9 Satellite 2.1 creates Drawing C and places an instrument.

Drawing C becomes Drawing C'.

10 Satellite 2.1 opens Drawing C', verifies via the EDE that
only the P102 loop tag is available for assignment
(confirming that synchronizing shared items brought the
loop over to the satellite), then closes Drawing C'.

11 Satellite 1.1 assigns ownership of Drawing A' to Project 1

and synchronizes shared items.

12 Project 1 executes Get Latest Version from Remote

command and synchronizes shared items.
Project 1 opens Drawing A' and verifies the following via the
EDE:
P-100 in the drawing stockpile
P-101 in plant stockpile (shared = False)
P-102 in plant stockpile (shared = True)
3 DCS instruments
Project 1 closes Drawing A' and then checks Drawing A'
into the Plant.

13 The Plant opens Drawing A' as read-only and verifies via

the EDE that P-100 is in the drawing stockpile and that
there are 3 DCS instruments.

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See Also
Projects vs. Workshare (on page 95)

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Scenario 3: OPCs
The following workflow demonstrates handling OPCs in a connected Workshare collaboration
using projects.

1 Project 1 checks out Drawing A from the Plant.

2 Project 1 checks out Drawing B from the Plant.

3 Project 1 assigns ownership of Drawing B to Satellite 1.1.

4 Project 1 checks out Drawing C from the Plant.

5 Project 1 assigns ownership of Drawing C to Satellite 1.1.

6 Project 1 opens Drawing A, places OPC-100, sends the

partner OPC-100 to Drawing B, and closes the drawing.
Drawing A becomes Drawing A'.

7 Project 1 synchronizes shared items with Satellite 1.1.

8 Satellite 1.1 synchronizes shared items.

9 Satellite 1.1 opens Drawing B, places partner OPC-100

from the drawing stockpile, and closes the drawing.

10 Project 1 synchronizes shared items with Satellite 1.1, then

opens Drawing A' and verifies that "to drawing" name in the
OPC label is updated with information from Drawing B.
Drawing A' becomes Drawing A''.

11 Project 2 fetches Drawing A'' and assigns subscription

access to Satellite 2.1.

12 Satellite 2.1 opens drawing A'' and verifies that the OPC
label is updated with information from Drawing B, then
closes Drawing A''.

13 Project 1 assigns ownership of Drawing A'' to Satellite 1.1

and synchronizes shared items.
Satellite 1.1 gets latest version of Drawing A'' and
synchronizes shared items.
Satellite 1.1 opens Drawing A'' and verifies that the "to
drawing" name of OPC-100 is updated, then closes
Drawing A''.

14 Satellite 1.1 opens Drawing B, deletes OPC-100 to the

Plant stockpile, then closes the drawing.

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15 Satellite 1.1 opens Drawing C, places OPC-100 from the

Plant stockpile, then closes the drawing.

16 Satellite 1.1 assigns ownership of Drawing A'' to Project 1

and synchronizes shared items.

17 Project 1 gets latest version from remote and synchronizes

shared items.
Drawing A'' becomes Drawing A'''.

18 Project 1 opens Drawing A''' and verifies that the graphical

label in OPC-100 contains the correct information and that
the data relating to OPC-100 and its partner is correct in the
EDE, then closes the drawing.

19 Project 2 fetches Drawing A''' from Project 1.

Project 2 opens Drawing A''' and verifies that the graphical
label in OPC-100 contains the correct information and that
the data relating to OPC-100 and its partner is correct in the
EDE, then closes the drawing.
Project 2 publishes and assigns subscription access for
Drawing A''' to Satellite 2.1, then synchronizes shared
items.

20 Satellite 2.1 gets latest version, subscribes to the updated

Drawing A''', and synchronizes shared items.
Satellite 2.1 opens Drawing A''' and verifies that the
graphical label in OPC-100 contains the correct information
and that the data relating to OPC-100 and its partner is
correct in the EDE, then closes the drawing.

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In a standalone Workshare collaboration, the satellite site needs only to be given

subscribe access to a drawing in order to access items (for example, OPCs) in the Plant
stockpile.

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See Also
Projects vs. Workshare (on page 95)

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SECTION 4

Intergraph Smart® Electrical Project

Management
Smart Electrical supports Owner operator and EPC activities with As-Built functionality. You
define the main plant as the As-Built and you can then add any number of additional plant
groups to create your projects. The Plant Administrator needs to activate the plant and scope it
with the particular As-Built. When you work with projects, the database is partitioned into
several schemas: a single schema for As-Built and separate schemas for projects. An
operational plant exists and most of the activities are concerned with routine maintenance or
plant modernization (revamps).
To facilitate plant modernization, the software enables you to create one or more projects using
existing electrical data for the operating plant as a starting point for plant modernizations
(revamps). Each project is defined for one plant only, and a plant can have several associated
projects.
You can also use projects when working in SmartPlant environment.
After merging project data with As-Built, you cannot reverse the process. For this reason, at all
stages of plant modernization, you should ensure that there is full coordination of engineering
activities between As-Built and projects to avoid inadvertent loss of data. It is also
recommended that you back-up your database before starting the projects.

▪ You can work only in online mode that is, As-Built and projects must be connected to the
same database.
▪ When working in a plant that is registered with SmartPlant Foundation, the software
automatically determines the project status in the database according to the SmartPlant
project status.
▪ To be able to view and edit data in As-Built, make sure that in the Options Manager, on the
General Settings page, the Allow Full Access to As-Built is set to Yes.

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Project Management Common Tasks in As-Built

The following tasks are used frequently when working with As-Built in Smart Electrical.

Select a Project
This procedure shows you how to select a project for the current As-Built plant. Note that you
have to select a project every time you reopen the Project Management table. For more
information, see Select a Project (on page 115).

Modify Project Status

This procedure explains how to display the current project status, both with respect to
SmartPlant and the plant and to update or modify those statuses. For more information, see
Modify Project Status (on page 26).

Add Items to the Project Management Table in As-Built

This procedure explains how to open the Project Management table and add the items that you
require. Note that you have to add items that you want to work with every time you reopen the
Project Management table. For more information, see Add Items to the Project Management
Table in As-Built (on page 117).

Scope Items
Once the Plant Administrator has scoped your project, you can start scoping the items that will
be available for viewing in the project. For more information, Scope Items (on page 117).

Use the Buffer to Scope Items

The buffer in the Project Management table allows you to make a preliminary selection of items
that you want to scope. For more information, Use the Buffer to Scope Items (on page 118).

Run a Test Merge

You can run a test merge before merging the items into As-Built. This operation allows you to
check whether there are any problems with the items that you want to merge into As-Built. The
software creates a log file that describes the problem that may occur during a test run. For
more information, see Run a Test Merge (see "Merge Items into As-Built" on page 123).

Compare a Document in a Project with a Document in As-Built

After scoping and modifying items in a project, you can compare documents of the same type in
As-Built and in the project, for example, registered reports, SLDs, schematics. If changes that
you made to the item are reflected in the document, the software compares the changes and
indicates them on a comparison report. Note that the software generates As-Built and project
reports automatically when you run this command. This comparison can serve as a
precautionary measure before merging project documents into As-Built. For more information,
see Compare a Document in a Project with a Document in As-Built (on page 122).

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Merge Items into As-Built

Merging is the final stage of a project cycle. After you have edited items in your project, you can
merge those items into As-Built. The merge operation completely overwrites existing data in
As-Built with data from the project. For this reason, once you have committed to merge data,
the changes are irreversible. For more information, see Merge Items into As-Built (on page
123).

Filter the Project Management Table Display

This option allows you to filter the display of the items in the Project Management table
according to the status of items in the project. For more information, see Filter the Project
Management Table Display (on page 113).

Generate an Excel Report

This option allows you to generate a report in Excel showing the current selection in the Project
Management table, arranged according to the main items. In the report, you can expand the
main items to display their related items. For more information, see Generate an Excel Report
(on page 113).

Select a Display Option

This option allows you to specify the display mode in the data window. You can display the
main items only, the main items expanded to show their related items, or a list showing all
items. If a particular related item is associated with more than one main item, that related item
appears once only in the list view. In list view only, you can sort the items as desired by clicking
the column headers in the data window. For more information, see Select a Display Option (on
page 114).

Understanding Statuses
A project status shows the stage of the project life-cycle. Possible project statuses are:
▪ Active — The initial state of a project right after its creation.
▪ Completed — Indicates that all the work on the project items has been completed and that
the items are ready to be merged back into the As-Built. You cannot claim items in a project
whose status has been set to Completed or Merged.
In a project, when searching for completed items in the Project Management
window, it is possible to select the related items which have not been completed yet and
change their status to Completed.
▪ Merged — Indicates that all the project items have been merged back into the As-Built.
▪ Canceled — Indicates that the project has been canceled and it can be deleted. Selecting
this project status changes the status of the items in the project from Claimed to Scoped.
The status of an item in a project determines what you can do with the item, for example,
editing the properties in the project. Possible item statuses in the project are:
▪ Scoped — Indicates that the item becomes available for viewing in the project and that it
can be claimed.
▪ Claimed — Indicates scoped items that have been copied to the project and they are
enabled for editing. There are two modes of claiming:

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▪ Exclusive — Items can only be edited in the current project and cannot be claimed for
another project.
▪ Shared — Items can be claimed for another project and edited in that project.
▪ Completed — Indicates that the work on the item has been completed and the item is ready
to be merged back into the As-Built.
▪ Merged — Indicates that the item has been merged back into the As-Built.
The Project Management table displays the status of claimed items.

Rules for Changing Statuses

The following general rules apply to the relationship between the project status and item status
in project:
1. To be able to scope items, the project status must be Active or Merged.
2. To be able to merge items, the item status in the project must be Completed.
3. You cannot re-scope an item (refresh the scope) if the item has already been claimed. You
have to change the status of the item to Scoped and then reclaim it.
4. To be able to merge a project, all the items of that project must have status Completed.
5. It is possible to set the status of a project to Completed in As-Built if all the status of all
claimed items is Completed.
6. In a project, it is possible to change the status of a project to Completed disregarding the
status of the items in project. This operation automatically sets the status of all the items in
the project to Completed, except for registered reports and all documents (SLDs,
schematics, miscellaneous drawings and electrical analysis SLDs). To include these items
when merging the project, you must mark them manually as completed in a separate
session.
The following table shows the various commands available for changing the status of the items
in the project and how they affect these statuses.

Command Initial Status Final Status Comments

Scope None, Scoped Scoped Performed in As-Built. If the initial

status is Scoped, refreshes the
data by re-scoping the item.

Set Claim Mode Scoped Claimed Performed in a project. Invoked

(Exclusive, Shared, after clicking Apply.
or Release Claim)

Mark as Completed Claimed Completed Performed in a project. Invoked

after clicking Apply. Item stops
being editable and is ready to be
merged.

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Command Initial Status Final Status Comments

Clear Mark as Completed Claimed Performed in a project. Invoked

Completed after clicking Apply and receives
same claim mode as when first
claimed. Makes the item editable.

Mark as Reclaimed Merged Claimed Performed in a project. Invoked

after clicking Apply and receives
same claim mode as when first
claimed. Makes the item
editable. This command is option
is required when working with
SmartPlant.

Release Claim Claimed Claimed Performed in a project. Invoked

after clicking Apply. The claim
mode changes to Release
Claim. Enables re-scoping of the
item in As-Built.

Merge Completed Merged Performed in As-Built. Overwrites

the previous As-Built data.

Scoping the Project

The Plant Administrator must specify those plant groups from which it will be possible to scope
items. When the Plant Administrator specifies a plant group for scoping, the software includes
in the scoping all higher-level plant groups in the same branch as the selected plant group, for
example, if the plant groups are Plant-Area-Unit, and the Plant Administrator selects an area for
scoping, the plant above that area is also included in the scope. For more information, see
Engineering Manager User's Guide, Set Project Scope.

Modify Project Status

1. Open the project for which you want to view the status.

2. On the Project Management toolbar, click to open the Project Status dialog box.
3. In the SmartPlant project status area, ascertain the current status of your project with
respect to the Plant.
A check mark denotes the current status. Possible statuses include Active,
Completed, Merged, and Canceled.
4. To change an active project to completed, click Complete Project. This button is available
only when the SmartPlant project status is Active.
When you change the project status to Completed, the software automatically sets
the status of all the items in the project to Completed, except for registered reports and all
documents (SLDs, schematics, miscellaneous drawings and electrical analysis SLDs). To

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include these items when merging the project, you must mark them manually as completed
in a separate session.
5. To change a completed project back to active, click Return to Active. This button is
available only when the Smart Electrical project status is Completed.
6. To merge a completed project into the Plant, click Merge Project. This button is available
only when the Smart Electrical project status is Completed.
7. To cancel the active project, click Cancel Project.

▪ If you are registered with SmartPlant Foundation, click Refresh Status on the Project
Status dialog box to update the SmartPlant project status display.
▪ The Complete Project, Return to Active, and Merge Project options are not available
unless the SmartPlant project status is also active. The Cancel Project option is not
available unless the SmartPlant project status is also Canceled.

Project Management Common Tasks for a Project

The following tasks are used frequently when working with a project in Smart Electrical.

Add Items to the Project Management Table in a Project

This procedure explains how to open the Project Management table and add the items that you
require. Note that you have to add items that you want to work with every time you reopen the
Project Management table. For more information, see Add Items to the Project Management
Table in a Project (on page 119).

Claim Items
You claim items by opening the project to which they were scoped, and then you select
individual items to claim. Note that you can claim main or related items separately. When
claiming an item in a project, with the appropriate Options Manager setting, you can choose
claim mode Shared or Exclusive. For more information, see Claim Items (on page 119).

Set Claim Mode

This option allows you to set the required claim mode. The following claim modes are available:
▪ Exclusive allows you to claim As-Built items in the current project only.
▪ Shared allows users of different projects to claim the same As-Built items for their projects.
▪ Release Claim allows you to cancel the claim of the selected items and then re-scope them
in As-Built. Re-scoping the items will update the data in the project.
Note that the Shared claim mode is available only after making an appropriate setting in the
Options Manager. Also, if your plant is registered with SmartPlant, the Shared mode is not
available, regardless of the setting you define in Options Manager.

Release Claim
Releasing the claim of an item enables you to cancel the claim of an item. This action makes it
possible to re-scope the item in As-Built if you need to update the data in the project. After the

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item has been re-scoped, you can claim it again in the project and then edit the updated
data. Note that when releasing the claim of an item, it status in the project remains
Claimed. However, the claim mode changes to Release Claim. Items whose claim mode is
Release Claim behave exactly in the same way as the scoped items as the software re-scopes
these items. For more information, see Release Claim in Smart Electrical (on page 66).

Mark Items as Completed

Just before you are ready to return the items from your project to As-Built, you have to change
the status of these items in the project to Completed. The items that have been marked as
completed are no longer available for editing in the project and are ready for merging into
As-Built. For more information, see Mark Items as Completed (on page 120).

Clear Mark as Completed

This option allows to you to change the Completed status back to Claimed. These items will
again become available for editing in the project. For more information, see Clear Mark as
Completed (on page 121).

Release Items from Merge

After merging items into the As-Built plant, users of other projects cannot claim these
items. This option makes it possible to release merged items so that they can be claimed for
other projects. After applying this option, the merged items in your current project become
marked as scoped. For more information, see Release from Merge (on page 121).

Filter the Project Management Table Display

This option allows you to filter the display of the items in the Project Management table
according to the status of items in the project. For more information, see Filter the Project
Management Table Display (on page 113).

Generate an Excel Report

This option allows you to generate a report in Excel showing the current selection in the Project
Management table, arranged according to the main items. In the report, you can expand the
main items to display their related items. For more information, see Generate an Excel Report
(on page 113).

Select a Display Option

This option allows you to specify the display mode in the data window. You can display the
main items only, the main items expanded to show their related items, or a list showing all
items. If a particular related item is associated with more than one main item, that related item
appears once only in the list view. In list view only, you can sort the items as desired by clicking
the column headers in the data window. For more information, see Select a Display Option (on
page 114)

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Filter the Project Management Table Display

1. In an As-Built plant or project, click Windows > New > Project Management.
2. If your work environment is an As-Built plant, select the desired project. For details, see
Select a Project (on page 115).
3. Do one of the following:
▪ Click the required icon on the Project Management toolbar.
▪ Right-click in the Project Management table and then click one of the following
commands:

Icon Command Explanation

Show Completed Filters the display to show only

Items those items that have been
completed in the project.

Show Merged Items Filters the display to show only

those items that have been
merged back to As-Built.

Show Items Deleted Filters the display to show only

from As-Built those items that have been
deleted in As-Built.

Show Item Properties Displays the values of the item

properties for an item similar to
the Properties window view, but
in read-only mode. The
software can display the
properties of only one item at a
time; the item for which the row
is highlighted.

Generate an Excel Report

1. In an As-Built plant or project, click Windows > New > Project Management.
2. If your work environment is an As-Built plant, select the desired project. Select a Project
(on page 115).
3. Do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then click Excel Report.

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Select a Display Option

1. In an As-Built plant or project, click Windows > New > Project Management.
2. If your work environment is an As-Built plant, select the desired project. Select a Project
(on page 115).
3. Do one of the following:

▪ Click on the Project Management toolbar and then select the required option.
▪ Right-click in the Project Management table, click Display, and then click a command:
Main Items Only, Main Items with Related Items, or All Items as List.

Backup a Project
1. In an As-Built plant or project, click Windows > New > Project Management.
2. If your work environment is an As-Built plant, select the desired project. For details, see
Select a Project (on page 115).
3. In the Project Management table, do one of the following:

▪ Click on the Project Management toolbar and select Backup.

▪ Right-click in the Project Management table and then click Backup / Restore >
Backup.
4. On the Create New MDB File for Backup dialog box, type the name of the file select a
desired location.

▪ The software saves the entire data in the current project to a Microsoft Access database
(.mdb) file.
▪ Project backup in Smart Electrical is compliant with SmartPlant backup and restore
instructions.

Restore a Project
When restoring a backed-up project, the software completely overwrites the
data of the current project with the data in the Microsoft Access database (.mdb) file that you
select. Since this process is irreversible, please exercise extreme caution before restoring a
project.
1. In an As-Built plant or project, click Windows > New > Project Management.
2. If your work environment is an As-Built plant, select the desired project. Select a Project
(on page 115).
3. Do one of the following:

▪ Click on the Project Management toolbar and select Restore.

▪ Right-click in the Project Management table and then click Backup / Restore >
Restore.

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4. On the Select MDB File for Restore dialog box, a desired Microsoft Access database
(.mdb) file and click Open.
Project restore in Smart Electrical is compliant with SmartPlant backup and restore
instructions.

Scoping Items
Once the Plant Administrator has scoped the project, you can start specifying which items will
be available for viewing in the project. This selection is called scoping items.
You scope items by selecting the required items in As-Built. The selection can be one of the
following:
▪ The entire plant hierarchy that was assigned in Smart Engineering Manager, according to
the scoping definitions that the Plant Administrator has made.
▪ Individual in the Electrical Engineer.
▪ Individual items in the Electrical Index.
▪ Several items in the EDE.
You can select loads, converting equipment, power sources, free cables, PDBs, and so
forth. Note that the software automatically scopes all the items that are associated with the
scoped items. These items are called related items. Related items are those items that have
an electrical or functional relationship to a main item. Related items may include control
stations, associated cables, circuits, and signals.
In addition to the items that are included in the scoped plant groups, you can also scope items
that belong to unscoped plant groups. However, you will not be able to claim these items or edit
them in the project.
When scoping, the software follows certain rules that govern which items become available for
viewing in the project. For details, see Rules for Scoping Items (on page 116).

Select a Project
1. In an As-Built plant, click Windows > New > Project Management.
2. In the Project Management table, do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then click Select Project.

▪ You have to select a project every time you reopen the Project Management table.
▪ After closing the Project Management table, the software removes all the items from the
Project Management table.

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Rules for Scoping Items

The general rule for scoping is that when selecting items, the software automatically scopes all
the related items and all the items that extend up to and including the item power source. For
example, selecting a motor that is connected to a feeder circuit, the software will scope the
motor control stations, the motor feeder cable, the feeder circuit, the bus, and the PDB.
The extent of the related items that are scoped along with the main selected item are indicated
in the following table.

Main Item Related Item Notes

Loads, converting Cables of any category (from / to Any cables connected to the
equipment, power sources sides) circuit rather than directly to
(generators, battery banks, the scoped load will not be
Control stations and their cables
offsite power) scoped with the circuit.
Instruments and their cables Instead, those cables will be
scoped with related
I/O signals
equipment like control
Associated Circuits, their stations.
internals and their PDB-Bus-Cell
associations
Metering equipment

Power distribution boards All buses, circuits and internals, No associated items external
up to the boundary of the PDB to the PDB items, such as
cables or signals associated
Metering equipment included as
with the PDB or circuits will
internals
be scoped.

Drums Does not include cables

assigned to the drum that
have not been scoped.

Cableways All cableway segments

Entire cable that is routed
through one or more segments
of the cableway

Instruments Cables of any category (from / to

sides)
I/O signals
Associated Circuits, their
internals and their PDB-Bus-Cell
associations
Metering equipment

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Main Item Related Item Notes

Local panels, junction boxes, Cables of any category (from / to

cabinets sides)
I/O signals
Associated Circuits and their
internals
Metering equipment

You can scope the same item for more than one project.

Add Items to the Project Management Table in As-Built

1. In an As-Built plant, click Windows > New > Project Management.
2. Select the desired project. For details, see Select a Project (on page 115).
3. Drag the desired items one-by-one to the Project Management table. You can drag items
from any of the following:
▪ Electrical Index
▪ Electrical Engineer
▪ EDE
▪ a schematic
▪ a single line diagram
You have to add items every time you reopen the Project Management table.

Scope Items
1. In Smart Electrical, click File > Open > Plant Group to open an As-Built plant.
2. On the Open Plant Group dialog box, click Select Plant.
3. On the Open Plant Group dialog box, select the appropriate plant hierarchy level and click
OK.
4. Click Windows > New > Project Management.

5. In the Project Management table in As-Built, click .

6. On the Select Project dialog box, select the project you require and click OK.
7. With the Project Management table in As-Built open, select the main items for scoping and
then do one of the following:
▪ Drag the selected item to the Project Management table. Note that you can only drag
single items. For multiple items wherever possible, use the Add command.

▪ Click on the Project Management toolbar.

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Note that you can use the buffer to make a preliminary selection of items that you
may want to add to the Project Management tables. For details, see Use the Buffer to
Scope Items (on page 118).
8. Select the check box beside each main item that you want to scope.

9. Click to scope the items.

▪ The software also scopes related items automatically.

▪ Certain related items that are scoped, such as circuit internals, do not appear in the Project
Management table.

Use the Buffer to Scope Items

1. With the Project Management table in an As-Built plant open, do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then click Show/Hide Buffer.
2. Drag the desired items one-by-one to the buffer in the Project Management table. You
can drag items from any of the following:
▪ Electrical Index
▪ Electrical Engineer
▪ EDE
▪ a schematic
▪ a single line diagram
3. In the Buffer, click the check boxes next to the items that you want to scope.
4. Do one of the following:

▪ Click on the on the Project Management toolbar.

▪ Right-click in the Project Management table and then click Paste from Buffer.

Claiming Items for Editing

You claim items by opening the project to which they were scoped, and then you select
individual items to claim. Note that you can claim main or related items separately. When
claiming an item in a project, with the appropriate Options Manager setting, you can choose
Shared or Exclusive as the claim mode.
You do not need to claim new items that you create in the project.

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Add Items to the Project Management Table in a Project

1. Open the desired project.
2. Click Window > New > Project Management.
3. Do one of the following:
▪ Drag a single item to the Project Management table from the Electrical Index,
Electrical Engineer, or the EDE to the Project Management table.

▪ Select a single item in a schematic or SLD and click .

▪ Select multiple items the Electrical Index, or the EDE and click .

▪ After closing the Project Management table, the software clears the all the items from the
table.
▪ You have to add items every time you reopen the Project Management table.

Claim Items
1. In a project, click Windows > New > Project Management.
2. Add the items that you require. For details, see Add Items to the Project Management
Table in a Project (on page 119).
3. Select the check box beside each item that you want to claim. For details of item statuses
in the project that determine which items you can mark for claiming, see Rules for Changing
Statuses (on page 109).
4. For each item that you want to claim, select Shared or Exclusive as the claim mode. Note
that if, in the Options Manager, General Settings, the As-Built Claim Mode option is set to
Exclusive, the Shared claim mode is not available.
5. Click the Apply command to claim the items.

▪ The items are now available for editing in the project. When you have finished editing
items, you can change their status to Completed. Items with status Completed are ready
for merging into As-Built.
▪ Check the data under Result Status to make sure that there are no problems.

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Set Claim Mode

1. In a project, click Windows > New > Project Management.
2. Add the items that you require. For details, see Add Items to the Project Management
Table in a Project (on page 119).
3. Select the check box beside each required item. For details of item statuses in the project,
see Rules for Changing Statuses (on page 109).
4. Do one of the following:

▪ Click on the Project Management toolbar and then select Exclusive, Shared, or
Release Claim.
▪ Right-click in the Project Management table and then on the shortcut menu, point to
Set Claim Mode and then click Exclusive, Shared, or Release Claim.
5. Click the Apply command to claim the items.
The Shared claim mode is only available after selecting the appropriate setting in the
Options Manager.

Release Claim in Smart Electrical

1. In the Project Management table (for a project), select the check box beside each main
items for which you want to release the claim.
2. Do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then on the shortcut menu, click
Release Claim.

3. Click to release the claim for the selected items.

▪ After setting the claim mode to Release Claim, the status of the items still remains behave
exactly in the same way as the scoped items as the software re-scopes them.
▪ To claim the items whose claim mode to Release Claim, right-click in the Project
Management table and then on the shortcut menu, click Mark as Reclaimed.

Mark Items as Completed

1. Open the desired project.
2. Add the items that you require. For details, see Add Items to the Project Management
Table in a Project (on page 119).
3. Select the check box beside each item that you want to mark as completed. For details of
item statuses in the project, see Rules for Changing Statuses (on page 109).
4. Do one of the following:

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▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then on the shortcut menu, click Mark
as Completed.
5. Click the Apply command to claim the items.
The items that have been marked as completed are no longer available for editing in
the project and are ready for merging into As-Built.

Clear Mark as Completed

1. Open the desired project.
2. Add the items that you require. For details, see Add Items to the Project Management
Table in a Project (on page 119).
3. Select the check box beside each required item. For details of item statuses in the project,
see Rules for Changing Statuses (on page 109).
4. Do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then on the shortcut menu, click Clear
Mark as Completed.
5. Click the Apply command to claim the items.
The items whose status is Clear Mark as Completed become available for editing in
the project.

Release from Merge

1. In a project, click Windows > New > Project Management.
2. Right-click in the Project Management table and then click Show Merged Items.
3. Select the check box beside each required item.
4. Do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then click Release from Merge.
5. Do one of the following:

▪ Click on the Project Management toolbar.

▪ Right-click in the Project Management table and then click Apply.
After releasing from merge, the status of the items in the project becomes Scoped,
that is, the items will be scoped after you click Apply again.

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Merging Items into As-Built

Merging is the final stage of the project cycle. After you have edited items in your project, you
can merge those items into As-Built. The merge operation completely overwrites existing data
in As-Built with data from the project. For this reason, once you have committed to merge data,
the changes are irreversible.

▪ If you add a new item in the project, after merging the item, the software creates it in
As-Built.
▪ If you modify data for an item in the project, after merging, the software overwrites the
existing data for that item in As-Built.
▪ If you delete an item in the project, after merging the item, the software deletes it in As-Built.
▪ You can claim an item in a project and subsequently modify its data in As-Built. If you then
want to transfer the item changes from As-Built to the project, you must update the item
manually in the project. To assist you in doing this, it is recommended that you run a
comparison report first. You can also run the Release Claim command in the project to
automatically re-scope the item with the updated data from As-Built, but in this case any
changes you have made to the item in the project will be lost.
▪ You can only edit data in As-Built if, in the Options Manager General Settings, the Allow
Editing in As-Built property is set to Yes.

Compare a Document in a Project with a Document in

As-Built
1. In an As-Built plant, click Windows > New > Project Management.
2. Select the desired project. For details, see Select a Project (on page 115).)
3. From the Electrical Index, add the desired documents to the Project Management
table. For details, see Add Items to the Project Management Table in As-Built (on page
117).)
4. In the Electrical Index, select a registered report, a schematic or an SLD that you want to
compare.
5. In the Project Management table, select the check box next to the document that you want
to compare.
6. Right-click in the Project Management table and then click Compare Documents.

▪ The revision numbering of a document in a project is done manually. The software does
not raise the revision number automatically after a document was claimed and then changed
in the project.
▪ In a multi-project environment, the software does not check the revision number of a
claimed document in other projects even if the document was claimed for other projects.
▪ After merging the document into As-Built, the revision number of the document will be the
one that was set in the project from which it was merged.

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▪ In SLDs and schematics, the software displays clouds around the items that differ from the
current data. The last revision number is shown in a triangle beside the cloud.
▪ The software uses index numbers to identify the changes in associations between electrical
items.
▪ The software generates a tabular report where it shows all the changes and shows the
changes in associations using index numbers as they appear in the drawing.
▪ For registered reports, the software opens two Excel files. One of the Excel files displays
changed data with a blue shading. The second file is a summary of all changes and it is
called Registered Comparison Report. This report displays the previous and current data
for each tag that has undergone a change. Note that you can compare a registered report
only if this is a simple tabular report.
▪ In SLDs, the software indicates the following changes:
▪ All added and deleted electrical items except for control stations.
▪ Added, deleted, and updated properties of electrical items.
▪ Changes in associations.
▪ Attachment to a different document template.
▪ In schematic drawings, the software indicates the following changes:
▪ Added, deleted, and updated properties of electrical items.

Run a Test Merge

1. In the Project Management table (for As-Built), select the desired project.
2. Do one of the following:

▪ On the Project Management table toolbar, click .

▪ Right-click in the Project Management table and then click Show Completed Items to see
which items have been completed in the project.
1. Right-click in the Project Management table and then click Test Merge.
The software generates a log file that shows any possible problems that might occur
during the test merge.

Merge Items into As-Built

1. In an As-Built plant, click Windows > New > Project Management.
2. Select the desired project. For details, see Select a Project (on page 115).
3. Right-click in the Project Management table and then click Show Completed Items to see
which items have been completed in the project.
4. Right-click in the Project Management table and then click Merge.
The software merges all the completed items into As-Built, including the related
items.

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Index
Create a New Project • 17
A Creating a Project • 15
Add Items to the Project Management
Table in a Project • 119 D
Add Items to the Project Management Data Access Tab (Project Properties Dialog
Table in As-Built • 117 Box) • 23
Database Tab (Project Properties Dialog
B Box) • 20
Delete a Project • 30
Backup a Project • 114 Delete Project Dialog Box • 31
Deleting Items • 62
C Deleting Projects • 30
Canceling a Project • 30 Disable Projects Command (Projects Menu)
Check Drawing Status • 47 • 33
Check In a Drawing • 44 Disable the Plant for Projects • 33
Check In Command (Project Menu) • 46 Disabling Projects • 32
Check in Multiple Representations • 88 Display the Claim Status of a Drawing Item
Check Out a Drawing • 39 • 65
Check Out Command (Project Menu) • 41 Drawing Status Command (Project Menu) •
Check Out Dialog Box • 41 47
Checking a Drawing Out to an Active
Project • 39 E
Claim a Drawing Item • 57 Editing Drawing Items Within a Project • 54
Claim Command • 57 Enable Projects • 14
Claim Items • 119 Enable Projects Command (Projects Menu)
Claim Status Command • 65 • 15
Claiming Items • 55 Enabling Projects • 13
Claiming Items for Editing • 118 Enforcing Claims • 58
Clear Mark as Completed • 121
Compare a Document in a Project with a
Document in As-Built • 122 F
Compare and Refresh Command (Tools Fetch a Deleted Drawing • 85
Menu) • 73 Fetch a Drawing • 34
Compare and Refresh Dialog Box • 73 Fetch Command (Project Menu) • 36
Compare and Refresh Dialog Box Fetch Dialog Box • 37
Properties Window Toolbar • 77 Fetch Older Drawing Versions and OPCs •
Compare and Refresh Drawing Versions • 91
68 Fetching a Drawing to an Active Project • 34
Compare and Refresh Examples • 70 Fetching Drawings Dialog Box • 38
Compare Drawing Versions • 50 Filter the Project Management Table
Compare Drawing Versions for As-Built and Display • 113
Projects • 51 Finishing a Project • 29
Compare Options Dialog Box • 77
Compare With Dialog Box • 73 G
Comparing and Refreshing Versions • 67
Comparing Drawing Versions • 48 General Tab (Project Properties Dialog
Completing a Project • 29 Box) • 19
Controlling Access • 58 Generate an Excel Report • 113

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 Index

H Project Status Command (Project Menu) •

27
Hierarchy Tab (Project Properties Dialog
Project Status Dialog Box • 28
Box) • 22
Projects Dialog Box • 38
Projects Node • 15
I Projects vs. Workshare • 95
Incremental New Versions Command
(Revisions Menu) • 53 R
Intergraph Smart® Electrical Project
Refresh
Management • 106
Modify a Drawing Concurrently in Two
Intergraph Smart® P&ID Project
Projects • 82
Management • 12
Release Claim Command • 67
Introduction to Projects • 6
Release Claim in Smart Electrical • 66, 120
Item Tag Validation • 54
Release Claim in Smart P&ID • 67
Release from Merge • 121
M Releasing a Claimed Item • 66
Mark Items as Completed • 120 Replacing Drawing Items • 62
Merge Items into As-Built • 123 Restore a Project • 114
Merging a Project • 29 Returning a Drawing to the Plant Using
Merging Items into As-Built • 122 Check In • 44
Modify Project Status • 26, 110 Reviewing a Claim Status • 65
Modifying Properties • 58 Reviewing the Drawing Status • 47
Moving Between Stockpiles • 64 Reviewing the Project Status • 25
Rules for Changing Statuses • 109
Rules for Scoping Items • 116
N Run a Test Merge • 123
New Project Command (Projects Menu) •
17
New Project Dialog Box • 18
S
New Version Command (Revisions Menu) • Sample Project Workflows • 78
53 Sample Workflows • 97
Save a Version of a Drawing • 52
Save Versions of All Drawings • 53
P Scenario 1
Paths Tab (Project Properties Dialog Box) • Compare • 97
22 Scenario 2
Place Multiple Representations Command • Loops • 99
61 Scenario 3
Placement Rules • 59 OPCs • 102
Placing and Modifying Area Breaks • 61 Scope Items • 117
Placing and Modifying Labels • 61 Scoping Items • 115
Placing and Modifying Lines • 60 Scoping the Project • 110
Placing and Moving Drawing Items • 59 Select a Display Option • 114
Placing Gaps • 62 Select a Project • 115
Plant Data Tab (Project Properties Dialog Set Claim Mode • 120
Box) • 21 Set Project Scope • 24
Project Management Common Tasks for a Set Project Scope Command (Projects
Project • 111 Menu) • 24
Project Management Common Tasks in Set Project Scope Dialog Box • 24
As-Built • 107 Setting the Project Scope • 23
Project Properties Dialog Box • 18 Show Claims Command (View Menu) • 66
Project Status and User Rights • 26 Show the Version History of a Drawing • 49

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 Index

T
To Do List and Correlating Items • 64

U
Understanding Statuses • 108
Understanding the Basic Project Concepts •
6
Undo a Checkout • 80
Undo a Drawing Checkout • 42
Undo Checkout Command (Project Menu) •
43
Undo Checkout Dialog Box • 43
Use the Buffer to Scope Items • 118
Using a Project for New Design Work • 9
Using Projects for Multiple, Overlapping
Projects • 10
Using Projects to Explore Alternative
Designs • 11
Using Projects with an As-Built Facility
Model • 10
Using Projects Within SmartPlant • 7
Using Workshare with Projects • 94

V
Validating Properties • 64
Verify a Drawing for Checkin • 46
Verify for Checkin Command (Project
Menu) • 47
Version History Command (Revisions
Menu) • 49
Version History Dialog Box • 49

W
What is a Plant? • 6
What is a Project? • 7
What is a Site? • 6
What is Claiming? • 7
Working Directly in a Plant • 9
Working with Drawings within a Project • 33
Working with Off-Site Projects • 13
Working with Plants and Projects • 9
Working with Projects • 12

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