Configure and import project configuration data - Intergraph Smart Construction - Hotfix 14 - Help - Hexagon

Intergraph Smart Construction Help

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Smart Construction Version
8
SmartPlant Foundation / SDx Version
10

The following is a detailed work process that explains how to configure your project configuration for import into Smart Construction. Project configuration is managed using a configuration template that is imported into Smart Construction. See Configure project configuration mappings and relationships for information on how to configure and map project configuration data.

For more information on managing configuration files for Smart Construction, see Manage Template Files for SmartPlant Construction.

Smart Construction delivers example project configuration data. We recommend that you copy the Project Configuration Sample.xlsx workbook and create a unique project configuration workbook specific to your business needs.

When you configure and import project configuration objects into Smart Construction, the objects are also created in SmartPlant Foundation Desktop Client. For more information, see Manage project configuration in SmartPlant Foundation.

Configure project configuration data

  1. Open the project configuration workbook. For more information on managing configuration files for Smart Construction, see Manage Template Files for SmartPlant Construction.

  2. Edit values for your project configuration data. For more information on the structure of the workbook, see Structure of the workbook.

    Drawings must be retrieved in your Smart Construction project in order to create project configuration objects and relationships for them.

  3. Click Save to save your changes in the workbook file.

Import project configuration data

  1. Log on to Smart Construction as an administrator.

  2. Click Administration > Import Project Data.

  3. In the Import Project Data window, select a system name in the System Name box.

  4. Click Settings settings schedule import.

  5. Edit your project settings for the project data system, and then click OK.

    • Use the Browse dialog box to navigate to the Microsoft Excel workbook that contains the project data you want to load or the XML file that contains the Primavera schedule you want to load.

    • Confirm the schedule settings for your schedule system.

  6. Using the table in the Import Project Data window, select the objects from the file that you want to load into your Smart Construction database.

    • The grid displays the contents of the input source. If a Microsoft Excel workbook contains multiple sheets, each sheet appears in the window as a separate tab of the table.

    • For each item found in the input source, the Action column indicates which process is needed to synchronize the data file with the database.

    • Use the options in the Quick Selection pane for fast navigation and selection of your data.

  7. Select the check boxes by the items to be added to the database, modified in the database, or removed from the database.

    Select the check box in the Name column to apply all changes to the object. You can select individual check boxes for an object to apply specific changes to that object.

  8. Click Process.

  • This process creates a new SmartPlant Foundation design document and attaches an XML file that includes the content of the selected data file. The document name is [System Name]_[Service Name]. This document cannot be checked out. It is managed by Smart Construction and exists in the CURRENT state.

  • If your import project data file is large in size, you can configure IIS to process large file sizes. For more information, see Configure IIS to process large files.

  • For more information on the Import project data window, see Learn more about the Import Project Data window.

  • The Resources tab in the Smart Construction Import Project Data dialog box is read-only. When you process the construction resource data in the Import Project Data dialog box, Smart Construction syncs the construction resources in the project configuration workbook and your system.