Conflict resolution in documents - HxGN SDx - Update 63 - Help

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SmartPlant Foundation / SDx Version
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A conflict can occur when a document revised from a higher configuration or plant level does not match the document in the project level configuration compared to the original design basis.

What is the design basis for documents?

The Design Basis is the document revision in the Plant (As Built) that was the source for the project level document. As you execute the project, the document information can be expected to be updated or changed in line with the projects needs.

If a Plant (As Built) document revision is updated before your project is merged, such as when other projects merge before your project, the system knows your project revision is based on old information in the plant. The document merge is stopped until you resolve any conflicts. When the conflicts are resolved, the design basis relates the latest Plant (As Built) revision with the latest project revision so that there is confidence that the new design is not based on legacy plant data.

When conflicts occur between the documents in the project and the plant, those conflicts must be resolved before the documents can be merged into the higher configuration or plant. There are three ways conflicts can be resolved:

  • The project document is merged exactly the same as when claimed from the plant. The plant document is revised to the next major revision.

  • The project document is merged with updates added in the project revision. The plant document is revised to the next major revision.

  • The project document is merged with updates added in the plant revision. The plant document is revised to the next major revision.

As you resolve conflicts using conflict resolution, you decide which details or data and its relationships is correct to the design basis. This may involve further collaboration with technical architects and engineers in your team to determine the correct details to be used for the merge.

To resolve document conflicts:

  1. In the Summary pane, click the document displayed with the Item is in Conflict Tag warning icon.

  2. In the Resolve Conflicts section, resolve the conflict by selecting the required document property, file object, or relationship option and choosing the required file object or parameters that are to be merged.

  3. Click SAVE & RESOLVE.

  • When a conflict is resolved, the indicator is removed from the document and the counts reflect the change.

  • All the document conflicts must be resolved before the MERGE command is enabled. For more information, see Merge command.

  • Any documents created at the project level can be merged without conflict to the plant level in their latest revision state, as they do not exist at the plant level.