This procedure explains how to correlate an item where the Smart P&ID item tag does not match the item tag in the external application. Manual correlation is allowed under the following conditions:
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The selected item cannot have an existing design basis for the same tool from which the item was published.
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The selected item must be of the same item type as the item for which the Create task applies.
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If a catalog item exists for the selected item, its catalog item type must be the same as the catalog item type defined for the Create task.
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Select To Do List to display the To Do List Dialog.
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Select the Create task that you want to correlate.
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On the toolbar, select Correlate
. The software highlights items that are suitable for correlation on the drawing sheet.
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Choose the item whose properties you want to correlate:
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On the drawing sheet, select one of the highlighted items.
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In the Engineering Data Editor, select a row from the active drawing, the active drawing stockpile, or the plant stockpile.
Selection of an item for correlation is only possible from the main Engineering Data Editor window; you cannot perform correlation on an item if it is selected in an Engineering Data Editor view that was opened in the Design window.
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At the message prompt, confirm that you want to correlate the selected item by selecting Yes. The Create task changes to an Update task and the software removes any properties on the task that have the same values as those of the item selected on the drawing sheet.
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Run the correlated task to update the drawing item properties.