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    Table of Contents

    SmartPlant P&ID Users Guide 3

    Table of Contents

    Customer Support and Documentation Comments........................................................9

    Introducing SmartPlant P&ID.......................................................................................10

    SmartPlant P&ID Program Group ..............................................................................11What's New in SmartPlant P&ID?..............................................................................12

    SmartPlant P&ID Help Command.................................................................................... 12Printable Guides Command .............................................................................................. 12SmartPlant P&ID on the Web Command ......................................................................... 12SmartPlant P&ID Web Forum Command ........................................................................ 13About SmartPlant P&ID Command.................................................................................. 13Display Help for Programming With SmartPlant P&ID................................................... 13

    Navigating in the Software: An Overview.....................................................................14

    Working With the Design Window: An Overview ....................................................15Show Command................................................................................................................ 17Options Command ............................................................................................................ 17Previous Command........................................................................................................... 22Save Settings Command ................................................................................................... 22Zoom Area Command....................................................................................................... 22Zoom In Command........................................................................................................... 23Zoom Out Command ........................................................................................................ 24Fit Command ....................................................................................................................24Pan Command................................................................................................................... 25Display Command ............................................................................................................26

    Toolbars Command........................................................................................................... 26Properties Command......................................................................................................... 28New Command ................................................................................................................. 34Cascade Command............................................................................................................ 36Tile Horizontally Command ............................................................................................. 36Tile Vertically Command .................................................................................................36Active Window List.......................................................................................................... 36

    Navigating in the Engineer Data Editor: An Overview..............................................38Engineering Data Editor Command.................................................................................. 39Stockpile Menu: An Overview ......................................................................................... 41Edit Menu: An Overview.................................................................................................. 43Claim Command ............................................................................................................... 44

    Release Claim Command.................................................................................................. 44Claim Status Command .................................................................................................... 45View Menu: An Overview................................................................................................ 45Customizing the Display of the Engineering Data Editor: An Overview......................... 59

    Using Catalog Explorer: An Overview.......................................................................65Catalog Explorer Command ............................................................................................. 65Catalog Menu: An Overview............................................................................................ 68View Menu ....................................................................................................................... 77Navigation Menu (Catalog Explorer) ............................................................................... 79

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    Table of Contents

    8 SmartPlant P&ID Users Guide

    To Do List Dialog Box ...................................................................................................392

    Comparing SmartPlant P&ID with PDS: An Overview............................................406

    Comparing Code Lists and Select Lists....................................................................407Grouping Equipment in SmartPlant P&ID...............................................................408

    Setting Construction Status.......................................................................................409Comparing Consistency Check to Propagation........................................................410Comparing Graphics and Text in PDS 2D and SmartPlant P&ID ...........................412

    Using Filters Versus Levels......................................................................................413

    Glossary ..........................................................................................................................414

    Index................................................................................................................................436

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    Customer Support and Documentation Comments

    SmartPlant P&ID Users Guide 9

    Customer Support and DocumentationComments

    For the latest support information for this product, use a World Wide Web browser toconnect to http://www.intergraph.com/ppm/services/support.asp.

    Send documentation comments or suggestions to [email protected]

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    Introducing SmartPlant P&ID

    SmartPlant P&ID Users Guide 13

    SmartPlant P&ID Web Forum Command

    Help > SmartPlant P&ID Web Forum

    Opens your web browser to the Intergraph Process & Power Client Community web

    page. On this page you can learn about international and regional conferences, onlineforums, informal networking, structured product feedback, and more. Follow the

    instructions and links on this web page to find your information.

    About SmartPlant P&ID Command

    Help > About SmartPlant P&ID

    Displays information about your copy of the software, including the version number

    and the copyright, legal, and licensing notices.

    Display Help for Programming With SmartPlant P&ID

    On your desktop, clickStart > Programs > Intergraph SmartPlant P&ID >

    Programming Help.

    Note

    Programming with SmartPlant P&ID is the method by which you can usethe Automation layer to customize the software to meet your own

    particular requirements. This documentation consists of a programmer's

    guide and reference guides for placement automation and the logicalmodel.

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    Navigating in the Software: An Overview

    14 SmartPlant P&ID Users Guide

    Navigating in the Software: An OverviewThe drawing interface is divided into four distinct parts: the Design window, the

    Catalog Explorer, the Engineering Data Editor, and the Properties window. Each

    part provides specific features that you need to create drawings in the software.

    Design Window

    The Design window displays Drawing views and the Engineering Data Editor. Eachof these views provides a way for you to enter information for the plant model into

    the database. The two views also provide a way for you to view information in the

    database in different ways. In the Drawing view, you can see the traditional diagramof a plant containing equipment, instrumentation, and piping in a graphical

    representation. The Engineering Data Editor allows you to see the same information

    in a tabular format, and it can also display items in the plant and drawing stockpiles.

    Engineering Data EditorThe Engineering Data Editor is a modification of the stockpile display. This view isexactly the same tabular view that you can display in the Design window, with the

    same capabilities for modifying the display, editing properties, and organizing data.

    Catalog Explorer

    The Catalog Explorer displays all available catalog items for you to use in drawings

    and plant models. The Catalog Explorer contains a hierarchical representation of theselectedcatalog. You can navigate through the nodes in a catalog by clicking the + or

    icons by the selected node. In addition, you can double-click nodes in the tree view

    to open them.

    Properties Window

    When you select an item in a plant model, you can enter, view and modify the

    properties associated with that item in the Properties window. Your systemadministrator defines customized properties and their defaults for each item in Data

    Dictionary Manager.

    Related Topics

    Add an Item to the Stockpile from Catalog Explorer, page 67

    Place an Item from Catalog Explorer, page 66

    Place an Item from the Stockpile, page 264

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    Navigating in the Software: An Overview

    16 SmartPlant P&ID Users Guide

    (A) Drawing view - A graphical representation of the plant model. This

    view displays the common idea of a model: a diagram containing itemssuch as equipment, piping, and instrumentation.

    (B) Engineering Data Editor - A tabular view that presents the plant data

    in a tabular format.

    SmartPlant P&ID provides multiple views of a central, unified data structure that

    represents the plant model. A view is a visual presentation of the data that composesthe plant model and can be a schematic drawing or a table. The plant model is the

    computer representation of the conceptual design in its entirety, including all plant

    components and their relationships. By manipulating model views, you can organize

    the information within the plant model to better understand and maintain the data.

    Caution

    The software continually updates the database as you edit a drawing;

    however, the software does not update the drawing file until you actually

    save the file (when you clickFile > Save or when you quit the program).Occasionally, the software can end in an abnormal way, for example, due

    to power outage. As a result, the database is up-to-date with changes that

    you posted to the drawing, but the drawing file reflects the status whenyou last saved the drawing. When you re-open the drawing, the software

    recognizes that the drawing file is different from the database and displays

    a message: One or more items in this drawing are inconsistent with thedatabase. ClickOK to re-create the drawing from the database.

    For more information about the data model, see Using the Properties Glossary: An

    Overview

    Related Topics Customize a Filter Tab for the Drawing View, page 138

    Define a New Engineering Data Editor View, page 51

    Define a New Filter for an Engineering Data Editor View, page 52

    Define a New Layout for the Engineering Data Editor, page 53

    Open a New Drawing View, page 35

    Open an Existing Drawing, page 108

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    Navigating in the Software: An Overview

    SmartPlant P&ID Users Guide 21

    Custom Scale - Sets the scale for a drawing that you insert. For example, when you

    type 3 and 2 in each of the respective boxes, the scale of the foreign drawing is one

    and one half times its original size.

    My Reports - Specifies the folder where your user-defined, or personal, report

    templates are stored.

    Browse - Opens the Browse dialog box, which allows you to select a local ornetwork folder to store your user-defined reports and report templates.

    Related Topics

    Break a Link, page 283

    Change a Link, page 282

    Customize the Software With the Options Command, page 21

    Edit an Embedded Object, page 282

    Embed a New Object, page 277

    Link or Embed a Previously Existing Object, page 278

    Browse Dialog Box

    Allows you to select a directory that contains your reports. Open this dialog box by

    clicking Tools > Options > Files Tab > Browse.

    Look in - Displays the currently selected folder and the available folders in the active

    drive.

    Drives - Lists the drives that are currently active on your computer. Select a different

    drive in order to see directories that reside on that drive in the Look in box.

    Related Topics Customize the Software With the Options Command, page 21

    Options Command, page 17

    Customize the Software With the Options Command

    1. ClickTools > Options.

    2. On the Options dialog box, click the tab containing the information that you want

    to customize.

    General Tab (Options Dialog Box), page 17

    Colors Tab (Options Dialog Box), page 18

    Placement Tab (Options Dialog Box), page 19

    Files Tab (Options Dialog Box), page 20

    3. Select options on the dialog box to make the appropriate changes.

    Related Topics

    Customizing the Software: An Overview, page 91

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    Previous Command

    View > Previous

    Restores the previous view. For example, if you zoom in and then clickView >

    Previous, the view changes to the view present before you zoomed in. This commandis available only when a Drawing view is active, and the software does not remember

    more than one view.

    Related Topics

    Restore a Drawing View, page 22

    Working With the Design Window: An Overview, page 15

    Restore a Drawing View

    ClickView > Previous.

    Notes

    To stop the repainting of items in the window, press Esc. This action is

    convenient for large drawings.

    To refresh the window, press F5.

    Related Topics

    Working With the Design Window: An Overview, page 15

    Save Settings Command

    View > Save Settings

    Stores all display filters for the active Drawing view.

    Related Topics

    Save the Settings for the Active View, page 37

    Working With the Design Window: An Overview, page 15

    Zoom Area Command

    View > Zoom Area

    Enlarges the display of an area in the active window by allowing you to draw a fence

    around that arbitrary area of the drawing. This command is available only when a

    Drawing view is active.

    Related Topics

    Working With the Design Window: An Overview, page 15

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    Zoom In on an Area

    1. On the main toolbar, clickZoom Area: .

    2. On the Drawing view, use the pointer tofence the area that you want to zoom in

    on. The selection then fills the view.

    Notes

    To go back to the previous view, clickView > Previous.

    To stop the repainting of items in the window, press Esc. This action isconvenient for large drawings.

    To refresh the window, press F5.

    To quit the command, right-click or press Esc.

    Related Topics

    Working With the Design Window: An Overview, page 15

    Zoom In Command

    View > Zoom In

    Enlarges the display of items around a specified point in the active window. This

    command is available only when a Drawing view is active.

    Related Topics

    Working With the Design Window: An Overview, page 15

    Zoom In on the Drawing

    1. On the main toolbar, clickZoom In: .

    2. Click the view at the center of the area you want to zoom in on.

    3. To quit the command, press Esc or right-click in the drawing.

    Notes

    To go back to the previous view, clickView > Previous.

    To stop the repainting of items in the window, press Esc. This action is

    convenient for large drawings.

    To refresh the window, press F5.

    Related Topics

    Working With the Design Window: An Overview, page 15

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    Zoom Out Command

    View > Zoom Out

    Reduces the display of items around a specified point in the active window. This

    command is available only when a Drawing view is active.

    Related Topics

    Working With the Design Window: An Overview, page 15

    Zoom Out from an Area, page 24

    Zoom Out from an Area

    1. On the main toolbar, clickZoom Out .

    2. Click the Drawing view at the center of the area you want to zoom out from.

    Notes

    To go back to the previous view, clickView > Previous.

    To stop the repainting of items in the window, press Esc. This action isconvenient for large drawings.

    To refresh the window, press F5.

    To quit the command, right-click or press Esc.

    Related Topics

    Working With the Design Window: An Overview, page 15

    Fit Command

    View > Fit

    Fits all items in the active view if no items are currently selected. However, if anyitems are selected in the drawing, the command fits only the selected items in the

    active view. If only one item is selected in the drawing, the command zooms to the

    selected item. This command is available only when a Drawing view is active.

    Related Topics

    Fit All Items in the Active Drawing View, page 25 Working With the Design Window: An Overview, page 15

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    Fit All Items in the Active Drawing View

    On the main toolbar, clickFit .

    Related Topics

    Working With the Design Window: An Overview, page 15

    Pan Command

    View > Pan

    Allows you to move the display in any direction from a specific point in a drawing to

    see other areas of the drawing by dragging the pointer across the view. This command

    is available only when a Drawing view is active.

    Related Topics

    Pan a Drawing View, page 25

    Working With the Design Window: An Overview, page 15

    Pan a Drawing View

    1. On the main toolbar, clickPan: .

    2. Click in the view that you want to pan.

    3. Click in the view again to define how far you want to pan.

    Notes

    You can click and drag the hand pointer to pan the view, too.

    To go back to the previous view, clickView > Previous.

    To stop the repainting of items in the window, press Esc. This action is

    convenient for large drawings.

    To refresh the window, press F5.

    To quit the command, press Esc or right-click in the Drawing view.

    Related Topics

    Working With the Design Window: An Overview, page 15

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    Large Buttons - Enlarges toolbar buttons so that they are easier to see.

    Show ToolTips - Displays on-screen descriptions of a toolbar button when the

    pointer pauses over one of them.

    Related Topics

    Add a Button to a Toolbar, page 28

    Remove a Button From a Toolbar, page 28

    Remove a Command From a Menu, page 95

    New Toolbar Dialog Box

    Creates a new toolbar. Open this dialog box from the main menu bar by clicking

    View > Toolbars > New.

    Toolbar Name - Type the name of the new toolbar in the box. You cannot choose a

    name for your new toolbar that is already used for another toolbar.

    Related Topics

    Add a Button to a Toolbar, page 28

    Remove a Button From a Toolbar, page 28

    Remove a Command From a Menu, page 95

    Create a New Toolbar

    1. ClickView > Toolbars.

    2. On the Toolbars dialog box, clickNew.

    3. On the New Toolbar dialog box, type the name of the new toolbar.

    4. ClickOK.

    5. ClickTools > Customize.

    6. On the Toolbars tab of the Customize dialog box, click the category that contains

    the command that you want to add.

    7. Drag the command button from the Buttons display area to the new toolbar.

    Related Topics

    Customizing the Software: An Overview, page 91

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    Add a Button to a Too lbar

    1. ClickTools > Customize on the main menu bar.

    2. On the Toolbars tab, click the category that contains the command that you want

    to add.

    3. Drag the command button from the Buttons area to the toolbar.

    Related Topics

    Customizing the Software: An Overview, page 91

    Remove a But ton From a Toolbar

    1. On the main menu bar, clickTools > Customize.

    2. On the Toolbars tab, drag the button that you want to remove from the toolbar

    into the Buttons area.

    Related Topics Customizing the Software: An Overview, page 91

    Restore a Customized Toolbar to Its Default Settings

    1. ClickView > Toolbars.

    2. In the Toolbars dialog box, select the toolbar that you want to restore.

    3. Click the Reset button.

    Note

    If you create a new toolbar, you cannot reset it.

    Related Topics

    Customizing the Software: An Overview, page 91

    Properties Command

    View > Properties

    Displays the View Properties dialog box, which lets you define and control settings

    for the active view. The set of property tabs that are available in the View Properties

    dialog box depends on the active view. These tabs logically organize the propertiesinto sets that you can use for manipulating special view qualities.

    Related Topics

    Restore a Drawing View, page 22

    Save the Settings for the Active View, page 37

    Show Inconsistencies, page 314

    Working With the Design Window: An Overview, page 15

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    Properties Dialog Box

    Opens when you right-click the filter tab area at the bottom of the Drawing view andselect Properties from the shortcut menu. This dialog box allows you to edit a filter

    for your drawing.

    Filter - Contains information about the filter that you want to use for your Drawing

    view.

    Filter Name - Displays the name of the filter that you want to use for your Drawing

    view. This information is read-only. You specify the name of the filter when you

    choose or create it.

    Browse - Opens the Select Filter dialog box, which allows you to choose or create a

    filter for your Drawing view.

    Properties - Opens the Filter Properties dialog box. You can modify the properties

    of the filter that you choose from the Select Filter dialog box. You can name the newfilter appropriately.

    Alternate symbology - Contains information about how the software displays thefiltered items in your Drawing view. In order for the alternate symbology to take

    effect in your drawing, you must right-click the drawing filter tab and select Use

    Alternate Symbology.

    Color - Allows you to specify the color of the filtered items. Scroll down the list to

    choose a color.

    Width - Allows you to specify the line width for your filtered items. Scroll down the

    list to choose a line width.

    Related Topics

    Customize a Filter Tab for the Drawing View, page 138

    View Properties Dialog Box

    Controls the display of information in the Drawing view. Open this dialog box by

    clicking View > Properties on the main menu bar.

    Note

    If the active view is the Engineering Data Editor, then View >

    Properties opens the Table Properties dialog box.

    Related Topics

    Properties Command, page 28

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    Claimed only by others - Specifies the special display of drawing items that are

    claimed solely by other projects or the Plant.

    Claimed only by this project - Specifies the special display of drawing items to

    which this project has the sole claim.

    Shared claims - Specifies the special display of drawing items when the activeproject shares a claim on with another project or the Plant. If your Plant is configured

    so that it honors only exclusive claiming, then these display options will have no

    effect in the Drawing view.

    Colors - Allows you to select a color for items with the corresponding claim state.

    Widths - Allows you to select a line width for items with the corresponding claim

    state.

    Related Topics

    Claim a Drawing Item, page 292 Display the Claim Status of a Drawing Item, page 302

    Release a Claim, page 301

    Change the Properties of a Drawing View

    1. ClickView > Properties.

    2. On the View Properties dialog box, select the General tab, and you can enter a

    view name and description. The View type box is read-only.

    3. On the Display tab, select the items that you want to display in the view. You canselect any of the Labels, Filter labels, Drawing borders, Grids, Notes, and

    Inconsistency indicators options.

    4. Also on the Display tab, select the Prevent selection of inserted objects option if

    you want to prohibit the selection of linked or embedded objects in the drawing.

    5. On the Grid tab, you can choose the Show grid orSnap grid option, and the

    properties of the grid, if needed, in the Style, Density, andIndex options.

    6. On the Inconsistency Indicator tab, you can select from any of the Errors,

    Warnings, andApproved warnings options. For errors and warnings, you can

    specify the severity level of the displayed inconsistencies. For example, if you

    specify 5, errors with severity level of 5 or greater are displayed.

    7. On the Claims tab, you can choose special display colors for drawing itemsaccording to their claim status.

    Tip

    Claiming items is governed by projects, project status, and optionsspecified in SmartPlant Engineering Manager and Drawing Manager.

    For more information about claiming items, see Related Topics.

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    Important

    If the active view is the Engineering Data Editor, then clicking View >Properties opens the Table Properties dialog box.

    Related Topics

    Claiming Items: An Overview, page 289 Customizing the Software: An Overview, page 91

    New Command

    Window > New

    Allows you to open a new Drawing or Engineering Data Editor window within the

    Design window.

    Related Topics

    New > Engineering Data Editor Command (Window Menu), page 35 New Drawing Window Command, page 34

    New Drawing Window Command

    Window > New > Drawing

    Creates a new Drawing view within the active drawing. This command copies thecontents of the active Drawing view into a new window and displays the contents as

    graphical items. The new view has the same filters as the previous Drawing view.

    You can change the view features for the new Drawing window using the commands

    on the View menu.

    Notes

    If only the Engineering Data Editor view of a drawing is open, the

    graphical Drawing view is opened on top of the Engineering DataEditor when you select Window > New > Drawing.

    Creating a new Drawing orEngineering Data Editor view of a drawing

    does not create a new copy or version of the drawing. The same drawing

    data simply displays in the different views.

    Related Topics Open a New Drawing View, page 35

    Working With the Design Window: An Overview, page 15

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    Cascade Command

    Window > Cascade

    Overlaps windows diagonally across in the Design window.

    Related Topics

    Switch to Another Open Drawing or View, page 111

    Working With the Design Window: An Overview, page 15

    Zoom In on an Area, page 23

    Zoom In on the Drawing, page 23

    Zoom Out from an Area, page 24

    Tile Horizontally Command

    Window > Tile Horizontally

    Arranges windows to fit horizontally in the Design window. All the windows appear

    at an even distance from each other on the screen.

    Related Topics

    Switch to Another Open Drawing or View, page 111

    Working With the Design Window: An Overview, page 15

    Tile Vertically Command

    Window > Tile Vertically

    Arranges windows to fit vertically in the Design window. All the windows appear at

    an even distance from each other on the screen.

    Related Topics

    Switch to Another Open Drawing or View, page 111

    Working With the Design Window: An Overview, page 15

    Active Window List

    Displays an alphabetical list of open document windows below the commands on theWindow menu. You can easily access another open document by clicking one of the

    window names on the list.

    Related Topics

    Switch to Another Open Drawing or View, page 111

    Working With the Design Window: An Overview, page 15

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    Save the Settings for the Active View

    ClickView > Save Settings or right-click a tab at the bottom of the active view and

    select Save Settings.

    Notes

    This command saves all display filters for the active Drawing view.

    Your settings are automatically saved upon quitting the software.

    Related Topics

    Working With the Design Window: An Overview, page 15

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    Editing Properties in the EDE

    You can edit some of the properties viewed in the table by selecting a table cell and

    filling in the appropriate information. If the property has a select list associated withit, then you choose the value from the select list. If the cell is populated by a read-

    only property or a property that is only automatically generated by validation, you

    cannot edit that cell. You can select a entire row by clicking the corresponding icon inthe left-most column of the table. Then you can view the properties in the Properties

    window and edit item properties there, too.

    The contents of cells can be copied to other cells, if the cell contents are compatible.

    Notes

    The maximum number of items that can be displayed in the EDE is

    65,537. If your database query results in more than this number, theQuery Results dialog box opens. You can then choose to refine your

    query in order to generate fewer items or to enter report-only mode and

    run a report on your query results.

    The EDE is where you view items in the Stockpile or in a drawingstockpile. For more information, clickRelated Topics.

    Related Topics

    Define a New Engineering Data Editor View, page 51

    Define a New Filter for an Engineering Data Editor View, page 52

    Define a New Layout for the Engineering Data Editor, page 53

    Modify the Table Properties of an Existing Engineering Data Editor View,

    page 54

    Moving and Placing Stockpile Items: An Overview, page 263

    Engineering Data Editor Command

    View > Display > Engineering Data Editor

    Turns on or off the display of the Engineering Data Editor.

    Related Topics

    Display the Engineering Data Editor, page 41

    Navigating in the Engineer Data Editor: An Overview, page 38

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    Query Results Dialog Box

    Displays options for continuing your work in the Engineering Data Editor when youhave requested more information than can appear in the interface. You can either

    refine your query or run a report with your query results.

    Add - Places a new entry at the end of the existing definition list and enables the

    options in the Edit group so that you can edit the new entry.

    Additional Filter Criteria - Displays all new criteria to add to the current filter. To

    add to or modify the definition list, you must select a line in the list and then define or

    edit the property in the Edit group.

    Continue with this query so that I can generate a plant or personal report -

    Causes the Engineering Data Editor to enable only these commands: Edit view,

    Save view, Delete view, My Reports, andPlant Reports. This option is useful when

    creating a report for large data sets such as an entire plant database.

    Delete - Removes the selected criterion from the definition list. This button is

    available only when you select a criterion in the definition list.

    Edit - Allows you to define or edit a single line of filter definition criteria.

    Match all - Specifies that items matching ALL of the filtering criteria pass through

    the filter.

    Match any - Specifies that items matching any one or more of the filtering criteria

    pass through the filter. Match any is the defaultmatching method.

    Maximum Allowed - Displays the currently allowed number of items in theEngineering Data Editor.

    Operator - Specifies the relationship between the property and its value.

    Relationships include, for example, greater than, >; equal to, =; not equal to, ; and

    so forth.

    Options - Allows you to choose between refining your query or entering report-only

    mode.

    Property - Displays a list of all properties for a certain item type. Examples of

    properties include Equipment Type, Instrument Loop Item Tag, and Estimated

    Length. You define or modify filtering criteria by selecting a property, an operator,and a value.

    Refine Query Definition - Allows you to use the Additional Filter Criteria list in

    this dialog box to refine your query in order to display an allowed number of items in

    the view.

    Rows Returned - Displays the number of items that your query returned.

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    Place Multiple Representation Command

    Engineering Data Editor > Stockpile > Place Multiple Representation

    Allows you to place a secondinstance of an equipment item in a second drawing.

    This multiple representation allows the depiction of an item from another drawing in

    a detailed or alternate view. Multiple representations are available only for some

    types of equipment.

    Related Topics

    Navigating in the Engineer Data Editor: An Overview, page 38

    Place Multiple Representations, page 154

    Placing Equipment: An Overview, page 152

    Delete Stockpile Item Command

    Engineering Data Editor > Stockpile > Delete Stockpile Item

    Removes the stockpile item from the plant model completely. That is the item and its

    properties are deleted from the database and can no longer be placed in a drawing,

    regardless of symbol settings in Options Manager or Catalog Manager.

    Related Topics

    Cutting or Deleting Items: An Overview, page 245

    Remove an Item from the Model, page 251

    Move to Different Stockpile Command

    Engineering Data Editor > Stockpile > Move to Different Stockpile

    Allows you to move a stockpile item from one stockpile to another. For instance, you

    can move an item from the Stockpile into the stockpile for your active drawing if you

    know the item belongs in that drawing but are not yet ready to place the item.Similarly you can move an item in the Drawing Stockpile to the Stockpile so that it

    can be used in other drawings. You can even move items from one drawing stockpile

    to another. The Move to Different Stockpile dialog box opens.

    Related Topics

    Move a Stockpile Item to the Stockpile of Another Drawing, page 265 Navigating in the Engineer Data Editor: An Overview, page 38

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    Operator - Specifies the relationship between theproperty and its value.

    Relationships include, for example, greater than, >; equal to, =; not equal to, ; and

    so forth.

    Value - Lists appropriate values for the property specified in the Property column. If

    a list ofattributes is not already associated with the Value box, you must type avalue, which can be free text, or choose null. You can type a percent sign, %, as a

    wildcardcharacterto find multiple characters, or type a question mark, ?, as a

    wildcard character for a single character. Do not use an asterisk, *, in the Value box.

    Related Topics

    Define a New Engineering Data Editor View, page 51

    Define a New Filter for an Engineering Data Editor View, page 52

    Modify the Table Properties of an Existing Engineering Data Editor View,page 54

    Layout Tab (Advanced Table Properties Dialog Box)Define, select, and save a layout for the Tabular orEngineering Data Editor.

    Name - Displays the name of a saved layout. You can enter a new layout name andthen clickSave to save the layout for re-use. Or, you can select any of the layouts in

    the list.

    Default - Indicates whether the named layout is the defaultlayout for the item type onthe Table Properties dialog box. You can designate a layout as the default by

    checking this box and then clicking Save.

    Usage - Lists the property display types associated with the Properties window.Options include a blank value, Brief, Bulk, andBrief/Bulk. The selected item typeand display properties define what appears in the Properties window when you select

    the Show Brief Properties, Copy Bulk Properties, orPaste Bulk Properties

    commands from the Properties window toolbar. In order for your choice in the

    Usage box to take effect, you must exit and reenter the design software.

    Delete (Name) - Removes the named layout.

    Save - Saves the data in this dialog box as a named layout. Layout names must be

    unique.

    Note

    Saving a layout is not the same as saving a view in the Engineering Data

    Editor. For more information about saving views, see

    Save an Engineering Data Editor View

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    Default Table Layouts

    The software includes several default layouts. You can use them to base your own

    layouts on by changing the layout name, adding or deleting properties, and savingunder a new name. Different layouts are included with SmartPlant Electrical and

    SmartPlant P&ID.

    SmartPlant Electrical

    Default Battery Bank List

    Default Bus List

    Default Cable List

    Default Circuit List

    Default Circuit Breaker List

    Default Control Stations List

    Default Document List

    Default Generator List

    Default Load List

    Motor List

    Default PDB List

    Default Reference Cable List

    SmartPlant P&ID

    Area Break

    Drawing

    Equipment

    Equipment Component

    Exchanger

    Mechanical

    Equipment Other

    Vessel

    Instrument

    Instrument Loop

    Item Note

    Nozzle

    OPC

    Package

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    Important

    The Add, Insert, Delete, Move Up, andMove Down buttons apply to theactive list view, which can be eitherDisplay Property orSort Property.

    If you are using a workshare environment and you are at a satellite site,

    you should not store custom layouts for the Engineering Data Editorbecause when you synchronize reference data, you lose that information.

    Related Topics

    Navigating in the Engineer Data Editor: An Overview, page 38

    Modify the Table Properties of an Existing Engineering Data Editor View

    1. In the Engineering Data Editor, click the View menu and select Edit View.

    2. Review and edit the item type, filter, and layout on the Table Properties dialog

    box.

    3. If you want to customize a filter or layout clickAdvanced on the TableProperties dialog box. For more information, see

    Define a New Filter for an Engineering Data Editor View, page 52

    Define a New Layout for the Engineering Data Editor, page 53

    4. ClickOK to display the modified view.

    Notes

    After defining a layout, you can save it if you want to apply it to another

    view of the Engineering Data Editor. To save the view layout, specify a

    name in the Name box and clickSave on the Layout tab of the Advanced

    Table Properties dialog box.

    You can also name and save the entire Engineering Data Editor, layout

    and all. For more information, see

    Save an Engineering Data Editor View, page 56

    Related Topics

    Navigating in the Engineer Data Editor: An Overview, page 38

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    Refresh Command

    Engineering Data Editor > View > Refresh

    Updates the display in the Engineering Data Editor. This command queries the

    database and builds a new view with new results.

    Related Topics

    Navigating in the Engineer Data Editor: An Overview, page 38

    Update the Engineering Data Editor, page 58

    Update the Engineering Data Editor

    ClickRefresh on the Engineering Data Editor toolbar.

    Note

    The database can change all the time. The Engineering Data Editor isnot updated automatically: you must update it by using the Refresh

    command manually.

    Related Topics

    Navigating in the Engineer Data Editor: An Overview, page 38

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    Customizing the Display of the Engineering Data Editor: AnOverview

    You can change the content and layout of the Engineering Data Editor rather

    extensively. Several methods to customize the look of the Engineering Data Editorexist.

    By specifying the display settings, you can define the font that Stockpile items appearin, for instance. By using the AutoFilter feature, you can quickly limit the number of

    items that are displayed in the Engineering Data Editor. You can clarify the cells

    that are read-only and the cells that allow you to enter new property information ormodify existing information. You can create your own filters to narrowly define the

    contents of the view, and you can create unique layouts with exactly the properties

    that you want to see, in exactly the order that you want to see them. You can control

    the scrolling of the Engineering Data Editor with the Freeze Panes command, too.

    Once you have defined and edited a view, you can save it and also delete it later, ifnecessary.

    Related Topics

    Customize the Display of the Engineering Data Editor, page 64

    Define a New Engineering Data Editor View, page 51

    Modify the Table Properties of an Existing Engineering Data Editor View,

    page 54

    Use AutoFilter in the Engineering Data Editor, page 61

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    AutoFi lter Command

    Engineering Data Editor > View > AutoFilter

    Allows you to filter the items displayed in the Engineering Data Editor. When you

    clickAutoFilter, arrows appear at the top of each column. Click the arrow at the top

    of the column that contains the data that you want to filter on and choose the valuefrom the list that appears. For instance, if the Engineering Data Editor displays

    Equipment: Vessels, but you want to see only vertical drums, use the AutoFilter

    command (click the arrow at the top of the Eq Subclass column and choose vertical

    drums).

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

    Table Properties dialog box.

    Select this command again to deactivate it.

    Related Topics

    Navigating in the Engineer Data Editor: An Overview, page 38

    Use AutoFilter in the Engineering Data Editor, page 61

    Custom AutoFilter Dialog Box

    Sets options for the behavior of the AutoFilter as it controls the display of items in theEngineering Data Editor. Open this dialog box by clicking View > AutoFilter >

    Custom in the EDE.

    Comparison operator - Lists the available comparisons: for example, equals, doesnot equal, is greater than, begins with, and so forth.

    Value - Lists the available values currently stored in the column.

    And - Allows you to add another comparison using theBoolean operatorsense ofand: this means all criteria must be met.

    Or - Allows you to add another comparison in the Boolean sense ofor: this means

    any one of the criteria must be met. The Boolean oris less restrictive than the and.

    Related Topics

    AutoFilter Command, page 60 Customize the Display of the Engineering Data Editor, page 64

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    Use AutoFilter in the Engineering Data Editor

    1. Turn AutoFilter on by clicking View > AutoFilter on the Engineering Data

    Editor toolbar.

    Tip

    ClickView > AutoFilter again to turn the AutoFilter feature off.

    2. Click the down-arrow at the top of the column you want to filter values for. Do

    one of the following:

    To match one criterion, choose that criterion from the list that is

    displayed.

    You can choose Blanks orNonBlanks from the list in order to display

    items that either have no value in the column or do have a value in thecolumn, respectively.

    To display rows that meet two conditions, choose Custom from the

    list. The Custom AutoFilter dialog box opens. Enter the comparisonoperator and value that you want, and then click the And button. In thesecond comparison operator and value boxes, enter the operator and

    value that you want.

    To display rows that meet either one condition or another condition,

    enter the comparison operator and value that you want, and then clickthe Or button on the Custom AutoFilter dialog box. In the second

    comparison operator and value boxes, enter the operator and value that

    you want.

    Related Topics

    Customize the Display of the Engineering Data Editor, page 64 Customizing the Display of the Engineering Data Editor: An Overview,

    page 59

    Navigating in the Engineer Data Editor: An Overview, page 38

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    Customize the Display of the Engineering Data Editor

    1. ClickView > Display Settings on the Engineering Data Editor toolbar.

    2. On the Display Settings dialog box, choose large or small icons.

    3. Choose an item type in the Item list, and the specifyfont, style, and color that you

    want these items to be displayed in.

    Tip

    You can specify this display information for each of the four types of

    items in the Item list.

    4. Specify a special background color for read-only properties.

    5. Specify a special background color for read/write properties, too, if you want.

    Notes

    You can also customize the Engineering Data Editor by using the

    AutoFilter feature. For more information, seeUse AutoFilter in the Engineering Data Editor, page 61

    You can use the Freeze Panes feature, too. To do so, follow these steps:

    1. To freeze the top horizontal pane, select the row below where you want the

    split to appear. To freeze the left vertical pane, select the column to the right

    of where you want the split to appear. To freeze both the upper and left panes,

    click the cell below and to the right of where you want the split to appear.

    2. ClickView > Freeze Panes on the Engineering Data Editor toolbar.

    And by clicking View > Edit View on the Engineering Data Editor

    toolbar, you can totally redefine the content and layout of yourEngineering Data Editor. For more information, see

    Modify the Table Properties of an Existing Engineering Data Editor View,

    page 54

    Related Topics Customizing the Display of the Engineering Data Editor: An Overview,

    page 59

    Navigating in the Engineer Data Editor: An Overview, page 38

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    Using Catalog Explorer: An Overview

    Catalog Explorer is an interface to view and manipulate an electronic catalog

    containing drawing symbols and their associated properties. Conceptually, the

    Catalog Explorer resembles a manufacturer catalog with pictures of parts to build aplant. The paper catalog contains many items arranged in sections; you can search for

    items or browse through the catalog and bookmark certain pages and sections.

    Catalog Explorer replaces the paper catalog with an electronic equivalent. You can

    browse the catalog tree view for drawing items that you need and create bookmarks

    for important categories.

    Catalog Explorer consists of two main views: the Tree view and the List view. In

    the Tree view, you can view the nodes of the catalog file system and open or closethe nodes to see the contents. In the List view, you see the contents of the opened

    node. You also use the List view to select catalog items before placing them in a

    drawing or in a stockpile. You can create a navigation bar in the region between thetree and list views forshortcuts to places throughout the catalog.

    Toolbar buttons carry out commands and allow you to customize the tree and list

    views to suit yourwork session. These toolbar buttons are located at the top of the

    tree view.

    Related Topics

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80

    Create a Custom Catalog, page 72

    Place an Item from Catalog Explorer, page 66

    Rename a Catalog Node, page 75 Turn the Display of Catalog Explorer On or Off, page 66

    Catalog Explorer Command

    View > Display > Catalog Explorer

    Turns the display ofCatalog Explorer on or off.

    Related Topics

    Turn the Display of Catalog Explorer On or Off, page 66

    Using Catalog Explorer: An Overview, page 65

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    Close the Catalog Explorer Window

    Right-click the main toolbar area, and cancel the selection of the Catalog Explorer

    option.

    Tips

    Or use the menu commandClose when you right-click in the tree view of

    Catalog Explorer.

    Or toggle the display ofCatalog Explorer back off by clicking the icon

    on the main toolbar:

    Related Topics

    Using Catalog Explorer: An Overview, page 65

    Catalog Menu: An Overview

    Catalog Explorer > Catalog

    The Catalog menu in Catalog Explorer provides access to commands that allow you

    to manipulate list view items and tree view nodes in the Catalog Explorer. Also, you

    can search for catalog items.

    Note

    The list of commands that are available on the Catalog menu depends on

    whether the Tree view or the List view is active.

    Related Topics Close the Catalog Explorer Window, page 68

    Rename a Catalog Item, page 76

    Rename a Catalog Node, page 75

    Search for an Item in Catalog Explorer, page 70

    Find Command

    Catalog Explorer > Catalog > Find

    Displays the Find dialog box. The Find dialog box allows you to search the catalog

    for a specific item or group of items.

    Related Topics

    Assign a Command to a Catalog Explorer Toolbar Button, page 82

    Customizing Catalog Explorer: An Overview, page 82

    Search for an Item in Catalog Explorer, page 70

    Using Catalog Explorer: An Overview, page 65

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    Catalog Explorer Find Dialog Box

    Allows you to search the active catalog for a specific item based on user-definedsearch criteria. Open this dialog box by clicking File > Find in the Catalog

    Explorer.

    Named - Specifies the name of the item for which you want to search. You can typean asterisk, "*", as a wildcardcharacterto find multiple characters, or type a question

    mark, "?", as a wildcard character for a single character.

    Class - Specifies the class of item for which you want to search. You can type a

    percent sign, "%", as a wildcard character to find multiple characters, or type a

    question mark, "?", as a wildcard character for a single character.

    Look In - Specifies the drive or folder that contains the symbol library that you want

    to search.

    Browse - Opens the Explore Elsewhere dialog box, allowing you to search any

    network drives or the local directory structure for a symbol library to display in theLook In box.

    Results List - Lists the items that met the defined search criteria. You can drag

    catalog items from this area into a My Catalog set of items in the Catalog Explorer

    tree view.

    Find Now - Starts a search of the symbol library defined in the Look In: box.

    Stop - Ends the current search.

    New Search - Clears all search criteria in preparation for a new search.

    Related Topics

    Explore Elsewhere Dialog Box, page 69

    Search for an Item in Catalog Explorer, page 70

    Explore Elsewhere Dialog Box

    Opens when you clickBrowse on the Catalog ExplorerFind dialog box, allowing

    you to search any network drives or the local directory structure for a symbol library.

    Look in - Enter the location from which you want to view symbol information, or

    select a drive from this list and use the tree that is displayed below to find the locationyou want.

    Related Topics

    Find Command, page 68

    Search for an Item in Catalog Explorer, page 70

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    Designing Symbol Toolbars

    Symbols toolbars allow you to create toolbars that contain the symbols you use most

    frequently, keeping them conveniently located for easy access. Symbol toolbars canbe plant-level or user-level. You create plant-level toolbars in Catalog Manager;

    whereas, you create user-level toolbars in either Catalog Manager or SmartPlant

    P&ID. With the most often used equipment, instrumentation, or piping symbols, forexample, your symbol toolbars can streamline your work considerably. The symbol

    toolbars can be docked on any side of the main window.

    Related Topics

    Activate Symbol Toolbars, page 76

    Define a User-Level Symbol Toolbar, page 71

    Define a User-Level Symbol Toolbar

    1. In the Catalog Explorer tree view, open the My Catalog node.

    2. Right-click the Toolbars node underMy Catalog.

    3. ClickNew on the shortcut menu.

    4. Name the new toolbar.

    5. In the Catalog Explorer list view, find symbols you want to place on your new

    symbol toolbar.

    6. Drag symbols from the list view and drop them into the new toolbar in the tree

    view.

    7. When you add all the new symbols you want to the new toolbar, right-click the

    tree view and clickRefresh Symbol Toolbar.

    Tip

    The new toolbar appears on the left side of the window.

    Notes

    You can dock the symbols toolbars on any side of the main window.

    You can define up to two levels of toolbars. For example, you can create a

    Vessels node underToolbars, and underVessels you can create Vertical

    andHorizontal. A divider appears in the symbol toolbar between levels.

    Plant-level symbol toolbars are created in Catalog Explorer.

    You must have the proper permissions, granted in SmartPlant Engineering

    Manager, to create symbol toolbars.

    Related Topics

    Designing Symbol Toolbars, page 71

    Using Catalog Explorer: An Overview, page 65

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    Create a Custom Catalog

    1. Click the My Catalog node in the Catalog Explorer tree view.

    2. Right-click the tree view.

    3. On the shortcut menu, clickNew.

    Tip

    The software adds a subcategory calledNew Category to the My

    Catalog node. New Category is selected so that you can rename it.

    4. Type a name for the category.

    5. Navigate through the tree view to display in the list view a group of items that you

    want to add to the custom catalog.

    6. Select the items that you want to add to the custom catalog from the list view.

    7. Drag the selected items from the list view to the appropriate category or

    subcategory of the My Catalog portion of the tree view.

    Caution

    Do not move symbols to the My Catalog folder on your computer using

    Windows Explorer. If the symbols reside on your computer, other userscannot view the symbols when they open that drawing on another

    workstation. Use the My Catalog folder only for shortcuts to symbols in

    the plant catalog.

    Notes

    To rename a node, select it in the tree view and right-click. From the

    shortcut menu, clickRename. Type a new name for the node.

    You can drag selected items to a custom catalog from the Find dialog

    box, which opens when you clickFind on the Catalog Explorer Filemenu.

    Related Topics

    Catalog Menu: An Overview, page 68

    Using Catalog Explorer: An Overview, page 65

    Open Command

    Catalog Explorer > Catalog > Open

    Opens the Catalog Explorer window.

    Related Topics

    Close the Catalog Explorer Window, page 68

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    Send to Stockpile Command

    Catalog Explorer > Catalog > Send to Stockpile

    Sends the catalog item selected in the list view to the Stockpile. This command is

    particularly useful forinstrument loops and packages and other items that reside in a

    stockpile but generally are not depicted graphically in a drawing.

    Related Topics

    Add Instruments to a Loop, page 178

    Place a Package, page 213

    Send to Drawing Stockpile Command

    Catalog Explorer > Catalog > Send to Drawing Stockpile

    Sends the catalog item selected in the list view to the Active Drawing Stockpile. This

    command is particularly useful forinstrument loops and packages and other items

    that reside in a stockpile but generally are not depicted graphically in a drawing.

    Related Topics

    Add Instruments to a Loop, page 178

    Place a Package, page 213

    View Menu

    Catalog Explorer > View

    The Catalog Explorer View menu provides commands that allow you to control the

    display format of catalog items within the Catalog Explorer list view.

    Related Topics

    Customize the Catalog Explorer List View, page 78

    Large Icons Command

    Catalog Explorer > View > Large Icons

    Displays larger icons and names horizontally in the list view and does not list details.

    Related Topics

    Customize the Catalog Explorer List View, page 78

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    Small Icons Command

    Catalog Explorer > View > Small Icons

    Displays smaller icons with names horizontally in the list view and does not list file

    locations.

    Related Topics

    Customize the Catalog Explorer List View, page 78

    List Command

    Catalog Explorer > View > List

    Displays smaller icons with names vertically using multiple columns in the list view

    and does not list details.

    Related Topics

    Customize the Catalog Explorer List View, page 78

    Details Command

    Catalog Explorer > View > Details

    Displays smaller icons with names and source information vertically in a single

    column in the list view.

    Related Topics

    Customize the Catalog Explorer List View, page 78

    Using Catalog Explorer: An Overview, page 65

    Customize the Catalog Explorer List View

    1. In Catalog Explorer click the down-arrow on the View menu .

    2. Choose the display of items in your list view. Options include

    Large Icons - Displays the icon for an item in the list view in a larger

    format.

    Small Icons - Displays the icon for an item in the list view in a smaller

    format. List - Displays the icon and name for an item in the list view in a

    simple list.

    Details - Displays the icon, name, and file location for an item.

    Related Topics

    Using Catalog Explorer: An Overview, page 65

    View Menu, page 77

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    Navigation Menu (Catalog Explorer)

    Catalog Explorer > Navigation

    The Navigation menu in Catalog Explorer provides commands that allow you to

    control the display and assignment of shortcut buttons within the Catalog Explorer.Shortcut buttons provide shortcuts that bookmark a node in the active Tree view ofCatalog Explorer. These buttons reside on the navigation bar between the tree and

    list view in the Catalog Explorer window.

    For example, if your workflow requires you to route a lot of piping, you want to makea shortcut button to the Process Lines node. Then when you open Catalog Explorer

    and click this shortcut button, you open the node for the piping and all the piping

    types appear in the list view. Consequently you save the time and effort of browsing

    the catalog node structure in the tree view in order to find the node that you want to

    open in the list view.

    The software does not limit the number of shortcut buttons that you can create, but

    you are limited by the size of the Catalog Explorer window. Also, shortcut buttonsare shortcuts to catalog nodes only. If you want to make a shortcut to a particular

    symbol that you use a lot, you can use the symbol toolbar.

    All of the commands for managing your shortcut buttons are found on the Catalog

    ExplorerNavigation menu.

    Related Topics

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80

    Display Shortcut Buttons in Catalog Explorer, page 82

    Remove a Shortcut Button from the Catalog Explorer Navigation Bar,page 81

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    Add Button Command

    Catalog Explorer > Navigation > Add Button

    Adds a shortcut button to Catalog Explorer for the active tree view node. For

    example, if you frequently select nozzles, you can add a shortcut button to the nozzles

    node of the Catalog Explorer tree view by selecting Nozzles in the tree view andthen choosing Add Button from the menu that appears when you click the down-

    arrow of the Navigation menu. You must also select the Show Buttons option in the

    menu in order for your shortcut button to appear between the tree view and list view

    windows ofCatalog Explorer.

    Note

    Clicking the down-arrow of the Navigation menu button above accesses a

    list of the associated commands. Clicking on the Navigation menu button

    itself repeats the last command that you used from the menu.

    Related Topics

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80 Customizing the Software: An Overview, page 91

    Display Shortcut Buttons in Catalog Explorer, page 82

    Remove a Shortcut Button from the Catalog Explorer Navigation Bar,

    page 81

    Using Catalog Explorer: An Overview, page 65

    Add a Shortcut Button to the Catalog Explorer Navigation Bar

    1. Verify that shortcut buttons are set to appear on the navigation bar between the

    tree and list views ofCatalog Explorer by clicking the down-arrow on theNavigation menu and making sure that Show Buttons is selected.

    2. In the tree view, select the node that you want a shortcut to.

    3. On the Navigation menu, clickAdd Button to create a shortcut button for the

    currently selected node.

    Note

    You can right-click any shortcut button to display options to add, remove,

    and show buttons.

    Related Topics Customizing the Software: An Overview, page 91

    Using Catalog Explorer: An Overview, page 65

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    Remove But ton Command

    Catalog Explorer > Navigation > Remove Button

    Removes the active shortcut button from the list of shortcut buttons in Catalog

    Explorer.

    Related Topics

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80

    Using Catalog Explorer: An Overview, page 65

    Remove a Shortcut Button from the Catalog Explorer Navigation Bar

    On the Catalog ExplorerNavigation menu , clickRemove Button to delete the

    active shortcut button from the navigation bar.

    Tip

    Or you can right-click any shortcut button and select Remove Button

    from its shortcut menu.

    Related Topics

    Navigation Menu (Catalog Explorer), page 79

    Using Catalog Explorer: An Overview, page 65

    Show Buttons Command

    Catalog Explorer > Navigation > Show Buttons

    Causes shortcut buttons to appear on the navigation bar between the tree view and the

    list view ofCatalog Explorer.

    Related Topics

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80

    Using Catalog Explorer: An Overview, page 65

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    Display Shortcut Buttons in Catalog Explorer

    On the Catalog ExplorerNavigation menu , clickShow Buttons.

    Tip

    A check mark next to the menu item indicates that shortcut buttons appearin Catalog Explorer. The buttons appear on the navigation bar betweenthe tree and list views.

    Note

    You must first define a shortcut button in order to display it. For more

    information, seeAdd a Shortcut Button to the Catalog ExplorerNavigation Bar, page 80.

    Related Topics

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80

    Navigation Menu (Catalog Explorer), page 79

    Using Catalog Explorer: An Overview, page 65

    Customizing Catalog Explorer: An Overview

    The Catalog Explorer toolbar buttons access the Catalog

    Explorer File, View, andNavigation menus. The commands on these menus allow

    you to customize the Catalog Explorer. After customization you can control the

    content and display of components in the Catalog Explorer window. For example,you can control the display of icons in the list view and define shortcut buttons that

    allow you easy access to user-defined groups of catalog items.

    Related Topics

    Assign a Command to a Catalog Explorer Toolbar Button, page 82

    Assign a Command to a Catalog Explorer Toolbar Button

    1. Click the down-arrow portion of a Catalog Explorer toolbar button to open the

    associated menu.

    2. On the menu, click an available command, for example, the Find command onthe File menu. The software assigns the selected command to the Catalog

    Explorer toolbar button, the icon located next to the menu button.3. Click the toolbar button itself, and that most recent command from the menu is

    carried out. For example, click on the File menu button (not the down-arrow) and

    the Find command is carried out again.

    Related Topics

    Customizing Catalog Explorer: An Overview, page 82

    Using Catalog Explorer: An Overview, page 65

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    Properties Window Command

    View > Display > Properties

    Opens the Properties window and displays characteristics for a selected item or a

    select set. You can review and edit the properties. The applicable properties of anitem are defined when it is created in Catalog Manager.

    Note

    You can display the Properties window by clicking View > Display >Properties Window, too.

    Related Topics

    Review and Edit Item Properties, page 87

    Selecting Drawing Items: An Overview, page 144

    Properties Window Toolbar

    You can customize the display of the Properties window by using the following

    Properties window toolbar buttons:

    Alphabetic - Lists properties in alphabetical order.

    Categorized - Displays properties grouped by specific categories. Categories aredefined and properties are assigned to those categories in Data Dictionary Manager.

    Copy Bulk Properties - Copies the bulk properties of a selected item. The

    properties are then available to paste onto other items. For more information, seeCopy Bulk Properties.

    Display Null - Displays a null value in blank properties that currently contain no

    value. This option helps avoid confusion between empty cells and cells containing a

    zero.

    Paste Bulk Properties - Pastes copied bulk properties onto the newly selecteditem or items. You must have previously selected an item or items and copied bulk

    properties. For more information, see Paste Bulk Properties.

    Show Brief Properties - Displays those properties that have been previouslyspecified as brief on the Advanced Table Properties dialog box.

    Show Case Data - Displays a list of case conditions, for example, temperatures,

    pressures, and so forth. Case data includes both process cases and control cases,

    which are displayed for equipment, pipe runs or instruments, according to relevance.To see the case data that appears for corresponding items, look in Data Dictionary

    Manager.

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    Note

    The software includes a default set of bulk and brief properties, but youcan change those properties in the Usage box on the Layout tab of the

    Advanced Table Properties dialog box.

    Related Topics Copy Bulk Properties, page 88

    Customize the Properties Window, page 86

    Display Null Values in the Properties Window, page 89

    Paste Bulk Properties, page 89

    Show Brief Properties, page 90

    Turn the Display of the Properties Window On or Off

    1. ClickView > Display > Properties Window.

    Tip

    Another method for displaying the Properties window is to right-click

    the empty area in the main toolbar and then select Properties from the

    shortcut menu.

    Or right-click an item, and select Properties. The item characteristics

    appear in the Properties window.

    2. Use the Properties window to view and edit item properties.

    Related Topics

    Properties Window Toolbar, page 84

    Working With the Properties Window: An Overview, page 83

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    Customize the Properties Window

    1. Open the Properties window.

    Tip

    For more information on opening the Properties window, see Turn theDisplay of the Properties Window On or Off, page 85.

    2. If more than one item is selected in the Drawing view or in the Engineering DataEditor, use the Selected Items list at the top of the Properties window choose a

    single item or the select set of all listed items.

    Tips

    The properties that are subsequently displayed in the window belong

    to the chosen item or the select set. For the select set, only propertiesthat all items have in common appear, and only common values are

    displayed for those properties. Consequently, empty property values

    for a select set do not necessarily mean that no value has been assignedfor any of the items in the set, only that either no value has been

    assigned or that the different items have different values for the

    property.

    Whenever you have constructed a select set, you can choose singleitems from that set by using the Selected Items list at the top of the

    Properties window. A single item chosen in a select set this way is

    highlighted in a different color in the Drawing view.

    3. Display properties alphabetically or by categories by clicking the corresponding

    display mode button on the Properties window toolbar. Click to display

    properties alphabetically; click to display properties by categories.

    4. Display only brief properties by clicking Show Brief Properties .

    5. Display case data by clicking Show Case Data .

    6. Display a null character in empty property cells by clicking Display Null .

    Note

    When you point to a button on the Properties window toolbar and pause

    over it, a ToolTip displays the name of the corresponding command.

    Related Topics

    Properties Window Toolbar, page 84

    Working With the Properties Window: An Overview, page 83

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    Review and Edit Item Properties

    1. Select the item or items whose properties you want to review.

    2. ClickEdit > Properties to display the Properties window.

    Tips

    You can also display the Properties window by right-clicking the

    empty area of the main toolbar and then selecting Properties from theshortcut menu.

    Or you can clickView > Display > Properties Window on the main

    menu bar.

    Or you can right-click an item, and select Properties from the shortcutmenu.

    Or you can clickView > Toolbars and select Properties.

    3. Enter or edit information in the cell next to the appropriate property.

    Tips

    You can review and edit item properties in the Engineering DataEditor, too. You can edit the contents of some cells directly in the

    table if the corresponding property is not read-only or generated

    strictly by validation, or you can select an item by clicking the icon inthe left-most column and then edit its properties in the Properties

    window.

    For formatted properties, such as estimated length or maximum

    operating temperature, you can enter a value without a format. Use a

    single quote, ', at the beginning of your entry. In this way, you canenter free text into a formatted property and no units of measurement

    are assigned.

    Related Topics

    Modifying and Moving Placed Items: An Overview, page 215

    Selecting Drawing Items: An Overview, page 144

    Updating Options Manager Settings: An Overview, page 271

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    Display Null Values in the Properties Window

    1. Select an item in your drawing.

    2. Right-click and select Properties.

    3. Click the null button to display a null value in blank properties.

    Note

    Null means that the property is not defined, or is empty, and is not the

    same as a zero value.

    Related Topics

    Properties Window Toolbar, page 84

    Selecting Drawing Items: An Overview, page 144

    Paste Bulk Properties

    1. Select the item or items that you want to paste bulk properties onto.

    2. On the Properties window toolbar, clickPaste Bulk Properties .

    Tip

    You must first have copied the bulk properties of a different item inorder to paste them onto your current selection. For more information,

    see Copy Bulk Properties, page 88.

    Note

    The software includes a default set of bulk properties, but you can change

    bulk properties in the Usage box on the Layout tab of the AdvancedTable Properties dialog box.

    Related Topics

    Customize the Properties Window, page 86

    Working With the Design Window: An Overview, page 15

    Working With the Properties Window: An Overview, page 83

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    Customizing Interface Elements

    You can customize many of the various ways of interfacing with the software. Some

    customization options include displaying small or large icons, creating shortcutbuttons to access your most commonly used items, creating filter tabs, and so forth.

    For more information about some of these options, see these examples

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80

    Customize the Catalog Explorer List View, page 78

    Customize a Filter Tab for the Drawing View, page 138

    Customize the Properties Window, page 86

    Define a User-Level Symbol Toolbar, page 71

    Related Topics

    Add a Button to a Toolbar, page 28 Add a Command to a Menu, page 95

    Add a Shortcut Button to the Catalog Explorer Navigation Bar, page 80

    Create a New Menu, page 96

    Create a New Toolbar, page 27

    Run a Macro, page 101

    Customize Command

    Tools > Customize

    Opens the Customize dialog box, which allows you to customize toolbars or menusto fit your workflow. You can add commands to toolbars or menus, or you can create

    new toolbars and menus.

    Related Topics

    Create a New Menu, page 96

    Create a New Toolbar, page 27

    Customizing the Software: An Overview, page 91

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    Customize Dialog Box

    Changes the display of toolbar buttons and menus according to your needs. This

    dialog box opens when you clickTools > Customize on the main menu bar.

    Related Topics Add a Button to a Toolbar, page 28

    Add a Command to a Menu, page 95

    Create a New Menu, page 96

    Create a New Toolbar, page 27

    Remove a Button From a Toolbar, page 28

    Remove a Command From a Menu, page 95

    Menu Tab (Customize Dialog Box)

    Adds or removes commands from menus or the main menu bar. You can add a

    command to an existing menu or build a custom menu with the commands that youwant. Or you can add a single command to the main menu bar.

    Add Command - Places a command on a menu. This button is available only when

    you select a command or macro in the Commands box orMacros box.

    Add Menu - Places a menu at the level currently open on the menu tree. When you

    add a menu with this option, you can add commands to the new menu later. If you

    add a menu to an existing menu, you create a cascading menu. After you click thisbutton, you can type the name that you want in the tree view and then enter it by

    clicking any other location on the dialog box.

    Browse - Opens the Select Macro Directory dialog box. When you select a folderand clickOK, the Macros list displays the macros for the folder that you selected.

    The Browse button appears only when you choose Macros in the Categories list.

    Categories - Allows you to specify the category that you want to select a command

    or macro from. Then you can add the command or macro to the menu or main menubar. When you select the title of a group of commands in this box, you can click the

    title of a command in the Commands list. When you select Macros in the

    Categories list, you can select a macro from the Macros list.

    Commands - Allows you to specify the command that you want to add to the menu.

    Description - Displays a description of the command that you selected before youadd it to a menu. Descriptions do not appear for macros.

    Macros - Allows you to specify the macro that you want to add to the menu. If you

    select a macro, you can clickBrowse to change the folder for macros.

    Menu Tree - Lists the menus and their associated commands or macros. To see all

    the commands on a menu, double-click a menu name or click the "+" next to the

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    menu name. When you clickAdd Command, Add Menu, orRemove, the changes

    show up on the menu tree. Also, you edit menu and command names in this view.

    Place Into Selected Menu - Overrides the default placement and places a command

    or macro on the menu that is currently selected in the menu tree. If you do not set this

    option, then the macros, commands, or menus are added at the level that is currently

    open in the menu tree.

    Reset All - Restores all menus and the main menu bar to the original settings.

    Remove - Removes the command or menu that you selected in the menu tree.

    Related Topics

    Add a Command to a Menu, page 95

    Create a New Menu, page 96

    Create a New Toolbar, page 27

    Remove a Command From a Menu, page 95

    Restore All Built-In Menus to their Original Settings, page 96

    Toolbars Tab (Customize Dialog Box)

    Adds or removes commands from toolbars.

    Categories - Lists the categories of the toolbars that you can customize. Choose one

    and the corresponding buttons appear in the Buttons area.

    Buttons - Lists the buttons available in the active category. You can drag a button

    from this area onto a toolbar.

    Description - Describes the button selected in the Buttons area.

    Related Topics

    Add a Button to a Toolbar, page 28

    Add a Command to a Menu, page 95

    Create a New Toolbar, page 27

    Remove a Button From