Project Management Common Tasks in the As-Built - Intergraph Smart P&ID - 11.0 - Administration & Configuration - Intergraph

Intergraph Engineering and Schematics Projects Configuration and Reference

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English
Product
Intergraph Smart P&ID
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Administration & Configuration
Smart Electrical Version
10
Smart P&ID Version
11
Smart Engineering Manager Version
12

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

Select a Project

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

Modify Project Status

This procedure explains how to display the current project status, both with respect to SmartPlant and the plant and to update or modify those statuses. For more information, see Modify Project Status in Smart Electrical.

Add Items to the Project Management Table in As-Built

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

Scope Items

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

Use the Buffer to Scope Items

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

Run a Test Merge

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

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

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

Merge Items into As-Built

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

Filter the Project Management Table Display

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

Generate an Excel Report

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

Select a Display Option

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