Creating a new export - Intergraph Smart Completions - Intergraph Smart Completions Update 19 - Help - Hexagon

The process for creating an Export is outlined below:

1. Go to Configuration > Exports

2. Click New.

3. Select Export type.

4. Choose the Manager from which you wish to Export in the next tab. For more details see Using the Criteria tab.

5. Label Type: If you have added custom labels through Interface Labels, select "User Labels." The system defaults to Standard Import Labels.

6. Click Edit List and Search to load the available database information. These will determine the columns on the spreadsheet.

   1. You can double click a row, and it will move to the right-hand of the screen. Only the columns added to the right side will be exported.

   2. You can highlight several rows and use the bold arrows (top) to move several columns at once.

      You can move only one of the list columns to the database columns of the export for certain managers. To view the list of managers where you can only have one list column added to the export list see the table below.

      List of managers restricted to have more than one column to the export file

      Managers	Database Column Name (Dynamic Column Name)
      Assurance Certificates	Cert Tasks (Task - Name List)
      	Cert Punchlists (Punchlists - Name List)
      	CertMOCs (MOC - Name List)
      	CertRFIs (Comm - Name List)
      	CertRAs (HIRA - Name List)
      Companies	CompaniesResponsibilites (Company Responsibility - List)
      	CompanyDisciplines (Company - Disciplines (List))
      	CompanyTypes (Company Types - List)
      Documents	ProcessBreakdownUp1s (Systemization - System (Summary List))
      	ProcessBreakdowns (Systemization - Subsystem (Summary List))
      	PhysicalLocationUp1s (Physical Location - Area (Summary List))
      	PhysicalLocations (Physical Location - Location (Summary List))
      Resources	ResourcesWorkGroups (Resource WorkGroups - List)
      	UserRoles (User Direct Roles - List)
      	ResourcesCertificates (Resources Certificates - List)
      	ResourcesSkiles (Resources Skills - List)
      	ResourcesTitles (Resources Titles - List)
      	UserRoleProfiles (User Role Profiles - List)
      RFI	Document Name (Document - List Name)
      	Asset Tag (Asset - List Name)
      	Task Name (Task - List Name)
      Flange Tasks	TaskDocumentName (Document - Name List)
      	DocumentName (Test Forms - Name List)
      	TaskTitle (Tasks Titles - Name List)
      	TaskMaterial (Tasks Materials - Name List)
      	TaskTool (Tasks Tools - Name List)
      Job Cards	JobDisciplines (Job Disciplines - List Names)
      	JobDocuments (Document - List Name)
      	TaskName (Task ID)

   3. You can select one row, then click the double arrows to move every column.

7. Clicking Done will return to the previous screen, and it will be necessary to click Next to progress to the Criteria tab.

• You can select the Work Package Steps option from the Export Type list to export the work package steps information along with the work package information.

• If you know another program will import this file, and the other program uses a different label than Smart Completions, you can enter an "Alias" next to the column. The exported Column will be overwritten with the label you enter here.

Using Date Time Shift

For the ease of users spread across time zones, the Date Time Shift option allows you to set a standard date- time stamp from the given options. The system provides you theses options:

• GMT/ UTC - No conversion

• Local (without Daylight Saving Time) or Project offset

• USA/ Canada (Daylight Saving Time- 2nd Sunday in March through 1st Sunday in November) or Project offset

• Australia (Daylight Saving Time)- 1st Sunday in October through 1st Sunday in April) or Project offset

• Chile (Daylight Saving Time)- 1st Sunday in September through 1st Sunday in April) or Project offset

• Mexico (Daylight Saving Time)- 1st Sunday in April through last Sunday in October) or Project offset

This format parses through all the managers wherever required and can be retrieved while exporting any punchlist, MOC, assets and documents related reports.

Exporting Workflows

You can export work flows along with punch list, RFI, MOC, assets and document reports. While exporting RFI data, you can export Responsible Company as a field. This is an optional feature that helps you to record the transitions within any of the mentioned managers only if it is exported into an Excel sheet. When you export any report to this screen appears.

If you export the report to CSV format, system doesn't ask for the work flow inclusion.