Rules for Changing Statuses - 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 general rules apply to the relationship between the project status and item status in project:

  1. To be able to scope items, the project status must be Active or Merged.

  2. To be able to merge items, the item status in the project must be Completed.

  3. You cannot re-scope an item (refresh the scope) if the item has already been claimed.  You have to change the status of the item to Scoped and then reclaim it.

  4. To be able to merge a project, all the items of that project must have status Completed.

  5. It is possible to set the status of a project to Completed in As-Built if all the status of all claimed items is Completed.

  6. In a project, it is possible to change the status of a project to Completed disregarding the status of the items in project.  This operation automatically sets the status of all the items in the project to Completed, except for registered reports and all documents (SLDs, schematics, miscellaneous drawings and electrical analysis SLDs).  To include these items when merging the project, you must mark them manually as completed in a separate session.

The following table shows the various commands available for changing the status of the items in the project and how they affect these statuses.

Command

Initial Status

Final Status

Comments

Scope

None, Scoped

Scoped

Performed in As-Built.  If the initial status is Scoped, refreshes the data by re-scoping the item.

Set Claim Mode (Exclusive, Shared, or Release Claim)

Scoped

Claimed

Performed in a project.  Invoked after clicking Apply.

Mark as Completed

Claimed

Completed

Performed in a project.  Invoked after clicking Apply.  Item stops being editable and is ready to be merged.

Clear Mark as Completed

Completed

Claimed

Performed in a project.  Invoked after clicking Apply and receives same claim mode as when first claimed.  Makes the item editable.

Mark as Reclaimed

Merged

Claimed

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

Release Claim

Claimed

Released

Performed in a project.  Invoked after clicking Apply.  The claim mode changes to Released.  Enables re-scoping of the item in As-Built.

Merge

Completed

Merged

Performed in As-Built.  Overwrites the previous As-Built data.

In a project, when searching for completed items in the Project Management window, it is possible to select the related items which have not been completed yet and to change their status to Completed.