Dossiers - SmartPlant Foundation - IM Update 48 - Help - Hexagon

We recommend that you create a backup copy of the original spreadsheets before making any modifications to them.

The USER_SPO Microsoft Excel spreadsheet is provided on Smart Community. For more information, see Find sample data on Smart Community. The spreadsheet contains some default configurations for dossiers. You can create dossiers by modifying the dossier sheet of USER_SPO Microsoft Excel spreadsheet.

Create dossier

1. Open the USER_SPO.xlsm file, and in the Dossier sheet, add a new row in the SPXDossier section.

2. In the Name column, type the name of the dossier.

3. In the Description column, type the description.

4. In the Primary Classification column, type the dossier classification using the [SPXDossier_Dossierclassifcation] format. For example, to create a System Dossier, type [SPXDossier_SystemsDossier] in the Primary Classification column.

5. In the UID column, type the UID of the dossier using the [SPXDossier.Name] format. For example, if D2 is the name of the dossier, then type [SPXDossier.D2] in the UID column.

6. Click File > Save to save the spreadsheet.

Create dossier chapter

1. Add a new row in the SPXDossierChapter section, and in the Name column, type the name for the dossier chapter. For example, D2-C2.

2. In the Parent Dossier or Chapter column, type the UID of the dossier or dossier chapter to which this dossier chapter is related. For example, if this chapter is related to dossier “D2”, then type [SPXDossier.D2] in the Parent Dossier or Chapter column.

3. In the UID column, type the UID of the dossier chapter. For example, you can type [SPXDossier.D2D2C2] in the UID column.

4. Click File > Save to save the spreadsheet.

Attach documents to a dossier and a dossier chapter

1. Add a new row in the SPXDossierCompDocument section, and in the UID1 column, type the UID of the dossier chapter to which you want to attach the document. For example, in the UID1 column, type [SPXDossier.D2D2C2].

2. In the UID2 column, type the UID of the document revision which you want to attach to the dossier chapter. To create a Current Revision chapter, type the UID of the latest document revision. For creating Specific Revision chapter, type the UID of the specific document revision which you want to attach.

3. To define the relationship between the dossier chapter and the document revision, in the UID column, type the UID using the [UID1.UID2] format. In this example, in the UID column, type [SPXDossier.D2D2C2. EngDocRev_0000-ED-A-0007].

4. Click File > Save to save the spreadsheet.

You can attach a document to the dossier the same way.

Relate disciplines with a dossier and a dossier chapter

You can relate disciplines to a dossier and a dossier chapter using these following steps:

1. To relate a discipline to a dossier, add a new row in the SPXDossierCompDiscipline section, and in the UID1 column, type the UID of dossier. For example, “SPXDossierD2”.

2. In the UID2 column, type the UID of the discipline. For example, “SPXDiscipline_B”.

3. In the UID column, type the UID to define a relationship between the dossier and the discipline, using the [UID1.UID2] format. In this example, type [SPXDossierD2.SPXDiscipline_B] in the UID column.

4. Click File > Save to save the spreadsheet.

You can relate disciplines to dossier chapters the same way.