Claim As-Built/Project Center Items to a Project - Intergraph Smart Instrumentation - Help

There are two ways that you can define the engineering scope for a project:

• Copy the items to the Claim Buffer first and then complete the claim action in the Claim Buffer.

• Claim the items directly to a project bypassing the Claim Buffer.

For the differences between these two ways, see Defining the Engineering Scope.

Claim Items with As-Built/Project Center via the Claim Buffer in the Project To Do List

1. Press F7 to open the Domain Explorer if it is not running.

   Make sure that you are working in a project and not in As-Built/Project Center.

2. Expand the Domain Explorer hierarchy to display folders of Item types.

3. In the tree view, select an item type folder to display the Items.

4. Select one or more items, right-click, and on the shortcut menu, select Project Activities > Copy to Claim Buffer.

   In addition to examining the data, you can do the following in the Project To Do List:

   • Change the availability status. For details, see Changing the Availability Status of As-Built/Project Items.

   • Organize the data in the Project To Do List to fit your needs. You can do the following: filter, sort, and group items as you see fit. For details, see Working with the Project To Do List.

5. Select and in the Settings dialog under Claim Options select the required option from one of the following:

   • All - no action is taken and all your data is claimed to your As-Built/Project Center database.

• A DDTI file contains data that is not database dependent. The data in a DDTI file can be imported to any database format (MSS or Oracle) irrespective of its source.

  A DDTI project package file is not Smart Instrumentation version dependent. You can import and export from any version higher than 2018 to any other version of Smart Instrumentation version higher than 2018. For example 2018 to 14.0, 13.1 to 2018, and any later versions. However, certain functionalities of the export process are dependent on the Smart Instrumentation version. For example; giving Access Rights to the project reference data is only available from Smart Instrumentation 13.1 HF 7

  • Specification and Process Data only – Used for importing and claiming only specifications and process data.

  • Exclude Specification and Process Data - Used for importing and claiming data that is not process data (wiring and so forth).

  The buffer display is updated to display only items that match the selected rule.

1. Select to complete the claim process for all the items in the Project To Do List.

   After the software has completed the claim process, no change is visible in the Project To Do List.

• You can perform this procedure from an EDE view or the Connection window by right-clicking an item and then on the shortcut menu, selecting Project Activities > Copy to Claim Buffer.

• When you copy items to the Claim Buffer, in addition to the main items that you select, the software automatically selects the associated items.

• The is used to re-scope the items in the Project To Do List. Use it to update the Buffer after making additions or changes to items and their relations in the source. Any changes made to relationships of scoped items, will only be reflected in the Project To Do List, after selecting Refresh.

Claim Items Directly to a Project

1. Press F7 to open the Domain Explorer if it is not running.

   Make sure that you are working in a project and not in As-Built/Project Center.

2. Expand the Domain Explorer hierarchy to display folders of item types.

3. In the tree view, select an item type folder to display the items.

4. Right-click the selected item, and then on the shortcut menu, select Project Activities.

5. Select the option you require:

• All – Imports and claims all the data from your project .ddti database file.

• A DDTI file contains data that is not database dependent. The data in a DDTI file can be imported to any database format (MSS or Oracle) irrespective of its source.

  A DDTI project package file is not Smart Instrumentation version dependent. You can import and export from any version higher than 2018 to any other version of Smart Instrumentation version higher than 2018. For example 2018 to 14.0, 13.1 to 2018, and any later versions. However, certain functionalities of the export process are dependent on the Smart Instrumentation version. For example; giving Access Rights to the project reference data is only available from Smart Instrumentation 13.1 HF 7

• Specification and Process Data only – Used for importing and claiming only specifications and process data.

• Exclude Specification and Process Data – Used for importing and claiming data that is not process data (wiring and so forth).

After selecting the required option, the claim process starts automatically.

After the software has completed the claim process, no change is visible in the Project To Do List.

• You can perform this procedure from an EDE view or the Connection window by right-clicking an item and then on the shortcut menu, selecting Project Activities > Claim or Project Activities > Copy to Claim Buffer..

• When you copy items to the Claim Buffer, in addition to the main items you select, the software selects the associated items automatically.

• The Project To Do List works in an accumulative manner. This means that once you have copied items to the Claim Buffer, you can keep copying other items that will be added to the same Claim Buffer in the Project To Do List.

• If you need to remove an item from the Project To Do List, you can do it only by clearing the entire Claim Buffer.

• The is used to re-scope the items in the Project To Do List. Use it to update the Buffer after making additions or changes to items and their relations in the source. Any changes made to relationships of scoped items, will only be reflected in the Project To Do List, after selecting Refresh.

• When an item is copied to the Buffer, any subsequent changes made in the As-Built/Project Center to that Item's relations are not updated for the claimed item, when you select Copy, or Merge and Deactivate. Therefore, the item copied to the Project To Do List, includes the old relations. To ensure that any newer changes for the relations are included in the project select , before claiming the item to the Project.

• When in a Project, a duplication of a parent item with both active and inactive child items, results in all the child items (of the duplicated parent) to turn to active. For example: in a scenario where you have a Device Panel with a terminal strip and two terminals in your project: one terminal is active and the second terminal is inactive. After you duplicate the Device Panel, both terminals connected to the terminal strip have a status of active.

• In instances where Instruments have more than one spec form, only one spec form can be active. When you copy an instrument with multiple spec forms to a project, you must decide which spec form you want to claim to the project, and make that spec active before you claim the instrument. Changing between the active specs after their Instrument was claimed, and copying that Instrument to the Project again, results in the latest spec form overwriting the one that was in the Project before.