Generate and edit an Instrument data sheet (IPD) online - SmartPlant Foundation - IM Update 48 - Help - Hexagon

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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

What's the difference between an online and offline data sheet or data list?

When you work in an online data sheet or data list, you can create new objects and save them directly to the SmartPlant Foundation database, or you can relate them to other objects.

If you work in an offline data sheet or data list, you can create new objects, but you cannot save them directly into SmartPlant Foundation or relate them to other objects. These changes need to be made as a separate operation using the Loader. For more information, see Load offline data sheets and data lists.

  1. Find an instrument.

  2. Right-click the instrument object, and select Generate IPD Data Sheet.

  3. In Microsoft Excel, click Enable Content to run the macros associated with this data sheet, if prompted. For more information, see Edit Microsoft Excel security settings for data sheets and data lists.

  4. Complete the information on the data sheet as necessary. Do not use special characters in mapped property names.

  5. Click Save DataListSave to save the changes to the SmartPlant Foundation database.

    If you save the Excel file using the File > Save As command in Excel, you cannot import the resulting Excel file into SmartPlant Foundation.

  6. Click File > Exit to close Microsoft Excel.