Define a custom PBS hierarchy - Integration - Update 44 - Help - Hexagon

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We recommend you create the PBS hierarchy from a template. This workflow is optional and should only be used if you intend to create a PBS hierarchy without using a template. For more information on creating a PBS hierarchy from a template, see Define a custom PBS hierarchy from a template.

  1. After you check out the schema CMF file from the Desktop Client and launch the Schema Editor, click Tools > Schema > Set PBS Hierarchy.

    SHARED Tip You can also click the Schema File button in the Workflows dialog box, and then click Set PBS Hierarchy on the shortcut menu.

  2. If you do not want to use the default PBS items in your hierarchy, click Delete Bottom Relationship to delete the PBS items and relationships from the bottom up.

    SHARED Tip You cannot delete the Plant item at the top of the hierarchy. In the schema, the top-level item in the PBS is always a plant. However, you can change the display name for the plant.

  3. To change the display name for the plant, type the new name in the text box in the Display name column.

  4. To define additional PBS items, click Create.

  5. In the Create PBS Item dialog box, define the name and display name. The software automatically builds the relationship name to the parent item in the hierarchy.

    • Because plant is always the top-level class definition in PBS hierarchy in the schema even if you change its display name, you cannot use "Plant" as the name of another object in the PBS hierarchy.

    • The recommended naming convention for the relationship between an item and its parent is <Parent><Item>s, for example, SitePlants. However, you can name this relationship any name that you want.

    • PBSHierarchy DirectedGraphDef is automatically created when you create the PBS hierarchy.

  6. Click OK.

  7. Repeat steps 4-6 for each additional item that you want to add to the PBS hierarchy.

    • Your PBS hierarchy must include at least 3 levels.

    • PBS hierarchy cannot be changed after it is created in the SmartPlant Foundation client.

  8. Click OK to save the new hierarchy.

  9. In the Identify Configurations for Instructions dialog box, select the configuration or configurations to which you want to apply the PBS changes. Select all the versions of the schema used by your authoring tools.

  10. Click OK.

  11. Click File > Save > Schema File to save your changes to the SmartPlant schema.

  12. Close the Schema Editor.

After you make changes in the schema, you must load the updated schema into the SmartPlant Foundation database. See Check in the CMF and load schema changes.