To Do List Dialog - Intergraph Smart P&ID - 11 - Help - Intergraph

Intergraph Smart P&ID Help

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Intergraph Smart P&ID
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Smart P&ID Version
11
Smart Engineering Manager Version
12
SmartSketch Version
11

Provides the ability to manage tasks that need to be run within a Smart P&ID database to keep the plant current with information in the SmartPlant Foundation database. This dialog opens when you select SmartPlant > To Do List on the main menu bar. The commands associated with the To Do List are all on the To Do List toolbar.

PPM All Outputs Graphic Open Drawing

Opens the drawing associated with the selected task. If the drawing is not active, this command activates it. Any currently-open drawings remain open. This command is available when a drawing-specific task is selected and the drawing is not currently open or active. If multiple tasks are selected, this command is available only if they are assigned to the same drawing. You can assign or reassign a Create task, but Update and Delete tasks that are already assigned to a drawing cannot be reassigned.

PPM All Outputs Graphic Zoom In

Centers and zooms in on the drawing items associated with the selected tasks in the Drawing view. You select the tasks from the list. This command allows you to visually inspect the referenced objects in the context of the surrounding drawing and is available when the selected task is associated with graphics and the drawing that contains the object is open and active. If multiple tasks are selected, this command is available only if each of the tasks meets these criteria.

PPM All Outputs Graphic New Manual Task

Displays the Task Properties dialog, and allows you to manually create a new task.

PPM All Outputs Graphic Properties

Displays the Task Properties dialog for the selected task. This dialog shows the detailed properties of the task. This command is available only when a single task is selected.

PPM All Outputs Graphic Assign Drawing

Creates an association between the selected task and a particular drawing. The Assign Drawing dialog opens and lists the available drawings. This command is available when you select manually added tasks or tasks resulting from the Create command. If multiple tasks are selected, this command is available only if each of the tasks meets these criteria.

PPM All Outputs Graphic Create in Drawing

When a Create task is run, the toggle state of this button determines where the item is created. If this button is not depressed (the default setting), the item created by running the selected task is sent to the Active Drawing stockpile. If the button is depressed, the item created is placed on the active drawing. If the catalog item of the task is an assembly, the item created can only be sent to the Active Drawing stockpile, and therefore in this case the toggle state of the button is ignored.

PPM All Outputs Graphic Run

Runs the task that you select from the list.  This command is available when an executable task is selected, the associated drawing is open and active, and the status of the selected task is Open or Error. This command is not available for manually created tasks; in other words, the command is only available for tasks generated automatically by integration and importing data. If multiple tasks are selected, this command is available only if each of the tasks meets these criteria.

When a task runs, the status of the task and the Run Date and Run By properties are updated. If the task runs successfully, the status is updated to Completed PPM All Outputs Graphic. If there is a problem, the status is updated to Error PPM All Outputs Graphic. For a Create task where the task runs successfully, but the software has made changes to the item tag, the status is updated to Completed with Warning StatusCompWithWarning. See Example of 'Completed with Warning' Status. When the status is Error or Completed with Warning, a timestamp and error message are added to the Notes area on the General tab of the Task Properties dialog.

PPM All Outputs Graphic Defer

Toggles the status of the selected tasks between Open and Deferred PPM All Outputs Graphic. This command is available only when the selected tasks have Open, Error PPM All Outputs Graphic, or Deferred status.

PPM All Outputs Graphic Delete

Deletes the selected task from the To Do List. This command is available only when one or more tasks are selected. A confirmation dialog appears to verify deletion of the selected task or tasks.

PPM All Outputs Graphic Ignore

Allows you to specify the selected task from the To Do List as an ignored task. This command is available only when one or more tasks are selected. When you invoke this command, the software moves all the selected tasks to the ignored tasks list. An ignored task is skipped for all subsequent retrieve operations. To make a task available for running again the next time you retrieve data, you must delete that task from the ignored tasks list.

PPM All Outputs Graphic Correlate

Allows you to correlate tasks manually when a retrieved item tag does not match the defined correlation criteria. This command is available only when a Create task is selected. To correlate an item, you select a suitable item on the drawing sheet or in the Engineering Data Editor. After correlation, 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.

Correlation is allowed under the following conditions:

  • The selected item cannot have an existing design basis for the same tool from which the item was published.

  • The selected item must be of the same item type as the item for which the Create task applies.

  • 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.

PPM All Outputs Graphic Uncorrelate

Allows you to uncorrelate tasks related to items on the drawing sheet or in the Engineering Data Editor. This command is available only when Update or Delete tasks are selected. After uncorrelating tasks, the items will no longer be correlated with the tool from which those tasks were retrieved. The tasks are permanently removed from the To Do List and do not appear on the deleted tasks list. The next time the document is retrieved, the To Do List is updated.

PPM All Outputs Graphic View Deleted Tasks

Toggles the view between the To Do List and the deleted tasks list. To completely delete tasks, you select them from the deleted tasks list and select Delete PPM All Outputs Graphic.

PPM All Outputs Graphic View Ignored Tasks

Toggles the view between the To Do List and the ignored tasks list. To make tasks available for running again the next time you retrieve data, you select them from the ignored tasks list and select Delete PPM All Outputs Graphic.

PPM All Outputs Graphic Report

Opens Microsoft Excel and runs a report on the contents of the To Do List. This command is only available from the To Do List toolbar, but the report template, called To Do List.xls, produces reports much the same way other reports are produced.

PPM All Outputs Graphic Filter / Sort Tasks

Opens a dialog that allows you to filter or sort the list of tasks by the headings in the To Do List.  This is useful if, for example, you want to filter or sort the tasks to run tasks of one type only, such as Create tasks.

PPM All Outputs Graphic Refresh

Updates the information that is displayed in the To Do List. Because only one To Do List is generated per plant, multiple users can be working in the To Do List at the same time, and so the information can change at any time.  You can use the Refresh command to stay up-to-date.

PPM All Outputs Graphic Group Related Tasks

When this button is depressed, selecting the column header not only sorts the tasks based on the selected sort key but also groups the related tasks. If the Group Related Items button is not depressed, then selecting the column header only sorts the tasks based on the selected column sort key.

Search box

Allows you to display tasks using search-as-you-type for all data columns. During a search operation, the Search box is highlighted with a red border. If a filter is already applied on the To Do List, the search is performed on the filtered view. Only tasks for which data matches the search string are displayed; the rest of the tasks are hidden. The total number of displayed tasks is shown in the To Do List status area at the bottom. Search strings are not case-sensitive and cells in the Task List that include matching data are highlighted:

To clear the search string, select PPM All Outputs Graphic beside the Search box.

Task List

Populates automatically when you retrieve a document. This list provides information about each task, including, for example, the status of the task, the destination drawing, the name of the task, a description of the task, and so forth. By selecting the heading of any of these columns, you sort the list by the values in that column. You can change the order in which these columns appear in the Task List by right-clicking a column heading and choosing either Shift Left or Shift Right on the shortcut menu to move the column one place in either direction. Double-clicking a task opens the Task Properties dialog for that task.

The Task Assignment column value is assigned on the General tab of the Properties dialog for the task and is intended for filtering To Do List tasks.