Create a submittal - HxGN SDx - Update 63 - Help

HxGN SDx Help

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

Hexagon University Icon eLearning is available for this topic. Check it out here: HxGN SDx® | How to Create a Submittal

  1. Click the Submittals feature set.

    Click this

    To do this

    Create MDR submittal

    Submit planning deliverable and deliverables ready for review.

    Create MTR submittal

    Load tags for major equipment.

    Create TDR submittal

    Load tags to planned document relationships. These planned tag relationships are separate to the actual document tag relationships that will be created during subsequent deliverable upload so that it is possible to run comparisons to see if the planned tags have been specified.

    Create MDR/MTR/TDR submittal

    Loads documents, tags and the relationships between documents and tags.

  2. Provide other details as needed.

  3. Upload the CSV control file that contains all the appropriate submittal details, such as planned or reserved deliverables.

    CSV control file examples are available for you to use and modify on Smart Community. For more information, see Find sample data on Smart Community.

    SHARED Tip The CSV file formatting is validated after successful upload, before the submittal job is created. Delete the CSV file if any formatting errors are displayed, and upload it again after rectifying the errors.

  4. Upload supporting files to attach to the documents specified in the CSV control file.

To avoid system generation of the submittal name, always select the Suppress ENS check box. This check box is enabled by your administrator.