SmartPlant-PID User Guide

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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


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 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


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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(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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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


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


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



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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 quit the command, right-click or press Esc.

Related Topics


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


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





Related Topics



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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


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


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

Related Topics


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


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


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

Related Topics



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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




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



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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


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


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



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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



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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


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



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



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




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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



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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




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


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



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


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



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



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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


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



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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



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


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



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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


page 54

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

page 59



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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


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




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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


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



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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



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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


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



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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


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


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

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


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


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


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



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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



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


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




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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


Navigation Menu (Catalog Explorer), page 79


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



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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




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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


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



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





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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



Customize a Filter Tab for the Drawing View, page 138


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


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





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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





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





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




Remove a Button From

Documents

SmartPlant-PID User Guide