Claiming Items - Intergraph Smart P&ID - 11.0 - Administration & Configuration - Intergraph

Intergraph Engineering and Schematics Projects Configuration and Reference

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Intergraph Smart P&ID
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A project in the Plant frequently deals with a subset of items within a drawing. The Claim functionality provided by Smart P&ID allows you to grant control of an item to a project. Since claiming makes it possible for a project to work on an item-by-item basis, claiming fosters an ability to define the scope of work as narrowly as necessary.

A new item is created in a project in the same ways it can be created in a greenfield plant (not applicable for Smart P&ID Engineering). The simplest way to create a new item is to drag a catalog item from the Catalog Explorer and drop it onto a drawing. A new item in a drawing is automatically claimed to the project.

However, when an existing drawing is fetched or checked out to a project, none of the items on that drawing are initially claimed. Before you can modify any of those items, you must claim them.

After you have claimed an item, you can modify it using the same methods that you would use in a plant that is not project enabled.Purely graphical modifications to drawing items are allowed without claiming those items (not applicable for Smart P&ID Engineering). For example, a symbol can be repositioned or the vertices of a connector can be moved. Also, labels can be added or removed without claiming anything.

Any modification that changes the meaning of the schematic design (not applicable for Smart P&ID Engineering), however, requires that the affected items be claimed. For example, if you break a pipe run, some of the piping components and inline instruments in that pipe run will be reassigned to the new pipe run. Therefore, the pipe run, the piping components and the instruments in that pipe run must all be claimed before you break it. If they are not claimed, an error message will be displayed.

Properties of items that are not claimed by the active project cannot be changed. In the Smart P&ID modeler, the mirror and rotate handles are not available for any item you select that was not claimed by your project The Properties window and the Engineering Data Editor do not allow editing of properties on items that are not claimed: the properties are read-only as if the drawing is in a read-only state. No other explicit prompts let you know that you cannot edit an item that you have not claimed. However, you can manipulate the Drawing view properties so that the claim state of items is visually apparent.

System Editing does not allow property values to flow to unclaimed objects. If you have a claimed object that is connected to some unclaimed objects, and if you change a property on the claimed object, propagation will not change the property value on the unclaimed objects.  The items in the propagation scope are initially collected using the standard propagation rules.  However, all unclaimed items are removed from the propagation scope before any property values are changed.

Items that are claimed for relationship are treated as unclaimed for the purpose of propagation.

You cannot delete items that have not been claimed (not applicable for Smart P&ID Engineering). After you have claimed an item, you can delete it using the same methods that you would use in a greenfield plant. However, if the deletion of an item would result in related items being deleted or modified, then those related items must also be claimed. For example, if you delete a vessel, the nozzles attached to it will be deleted and the pipe runs connected to the nozzles will be modified. Therefore, the vessel, the nozzles and the pipe runs must all be claimed before you delete the vessel. If they are not claimed, an error message will be displayed.

You do not need to check out a drawing to claim objects; you can fetch a drawing with read/write permissions and claim its objects. Claim commands appear on shortcut menus in the Drawing view, in the Engineering Data Editor, and on the Edit menu.

Releasing Claims

From inside a project, you can invoke a claim at any time to expand the scope of your project, and any new item created in a project is automatically claimed by that project. You can also release a claim at any time, but you cannot release the claim that is automatically created when your project creates a new item.

Claims are automatically released on all drawing items when that drawing is checked into the Plant; however, a drawing cannot be checked in if any objects that are not claimed differ from the Plant.

Claim Mode

The claim mode can be set to either Exclusive or Shared by using the Settings option in Smart P&ID Options Manager. The claim mode controls how items are claimed by concurrent projects.

If the claim mode is set to Exclusive, only one project can claim an item at any given time.  Exclusive mode enforces the rule that concurrent projects do not overlap at the object level.  With this setting, conflict resolution at check in time is simplified.

If the claim mode is set to Shared, a single item can be claimed to more than one project.  Shared mode allows concurrent projects to overlap at the object level.  This setting may be required for plants that have overlapping projects.  Conflict resolution at check in time will be more complex.

Invalid Claims

When an item is claimed by a project, it must be consistent with the state of the item in the Plant. Otherwise, an invalid claim exists. Invalid claiming can happen only for Plants that support shared claiming of database items. Invalidly claimed items differ from the Plant items in that you cannot check in a drawing to the Plant without first establishing a valid claim on items that have been modified.

When the Plant uses Shared claim mode and a project checks in a drawing, the claims made by other projects to objects on that same drawing are now invalid if the project that checked in the drawing also changed an item claimed by a different project.

You can determine the validity of a claim by using the Claim Status command.

If an invalid claim is found but the item in question matches the item in the Plant, run Verify for Check In to resolve the situation.  This process automatically sets the claim to valid and allows the check in to occur.

Partial Claim

When a claimed item has a relationship with another item that has not been claimed, any change made to the claimed item that also changes the relationship, causes the non-claimed item to receive Partial Claim status, denoted by partial_claim. Partial Claim status only applies to objects connected to pipe runs (inline components such as instrumentation and piping components).

Partial claim works automatically when a claimed pipe run is ‘broken’.  There is a routine that determines which side of the broken pipe run gets the new GUID and which side maintains the original GUID.  Inline components on the side that gets the new GUID receive Partial Claim status, which is only for the purpose of changing their database relationship to the pipe run with new GUID.  Data cannot be edited on items that are ‘claimed for relationship purposes’.

  • A list of claimed items is automatically published to SmartPlant.

  • Claim commands are not available when you open a fetched drawing with read-only permissions.

  • Claiming of labels is ignored.

  • Drawing Manager is the only tool for checking in, checking out, and fetching drawings.

  • You must have full control user access permissions for P&ID Objects before you can claim objects.  For more information about setting user access permissions, see Smart Engineering Manager Help.

  • Remember that objects are claimed by the project, not by a single user.  Once a project claims an item, it can be modified by anyone with the appropriate permissions in that project.

  • In Exclusive claim mode, the software allows the user to claim all the selected items that were not already claimed by other projects.  The claim log shows which items could not be claimed because they were already claimed by other projects.

  • Claiming items clears the Undo stack.  Thus claiming is not a command that can be undone.