After enabling a plant for projects, create a project in the Plant using the Projects > New Project command. When creating a new project, the software automatically creates a new database containing a project schema based on the Plant schema and project application schemas based on the applications associated with the Plant. Because the reference data is shared between the Plant and its projects, the software does not need to create project data dictionaries.
New projects display in the List view when you select the Projects node inside the Plant structure. The new project is also given its own node inside the Plant node.
After creating a project, set the project scope and create roles to assign user access to the project. See Set Project Scope and Create a New Role.
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Projects cannot be created within projects.
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Project names must be unique within the plant and cannot contain any of the following characters: ~ ` ^ & - + , . ? |
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Plant groups added to a project are automatically added to the Plant. These plant groups cannot be subsequently deleted from the project, but must be deleted from the Plant.
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Before creating the project, be sure to set the claim mode using the Claim Mode option in Smart P&ID Options Manager (see Understanding Reference Data Settings in the Smart P&ID Options Manager Help). The claim mode is either Exclusive (default) or Shared, and applies to the Plant and all its projects. If you plan to use the project in an integrated environment, Exclusive mode is mandatory. See Working with Drawings in Projects in the Smart P&ID Help.
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You can change the claim mode to Shared at any time. However, you can change the mode to Exclusive only when there are no claims in any project in the Plant.