Modify documents in a project - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10

When you work with concurrent engineering, documents are managed differently from objects. You can make changes to the working revision in the project level without impacting the supplied current revision signed off at the plant level. Each document detail or file change to the working revision in the project creates a new version, depending on the revision scheme and the command used. Finally, when the project is complete, the project document can be merged back to the plant.

The following image displays the basic concurrent engineering process to claim a single document to a project using the Revise command:

DOC_CONCURRENT _ENG_DOC Life Cycle_02

When you revise a document from the plant to a project:

  • The current revision in the plant is revised and claimed to the project level as a new working revision.

  • The current revision in the plant is marked as the source of a claim to a project.

  • The working revision in the project is marked as the result of a claim from the plant.

  • You can create new documents at the project level for use by the project, subject to access permissions. For more information on creating a document, see Create a document.

  • Documents with any related items are automatically attached to the working version, depending on their relationship configuration.

  • When complete, a document can be merged back to the plant. For more information on the merge process for documents, see Merging documents.

  • All documents follow the standard documentation life cycle. For more information, see Documentation life cycle.