Manage Single Plant Item Revisions in Registered Reports - Intergraph Smart Electrical - Help - Hexagon

This feature allows you to manage revisions for single plant items that are included in registered reports. You can add a Revision column and register your new or edited report. This will enable you to see the revision number of each item in your shipped and customized registered reports. Also, your registered reports will indicate all the changed properties and mark the new items that have been added since the last revision. Note that this feature is applicable to global revisions too.

In order to see the latest revision number in the title blocks of customized reports, we recommend that you first start by reading the Include Revision Data in Customized Registered Reports topic. Then continue with the procedure below.

Do the following to add a Revision column in your reports:

1. Start a new customized report or edit an existing report (shipped or customized).

2. In Microsoft Excel, click on the SmartPlant Reports toolbar.

3. On the Define Report Contents dialog box, select the item type for which the new report is intended and click Define.

4. On the Define Report Item dialog box, from the Available properties list, select the SP_ID property and click the right arrow to add it to the Selected properties list and click OK.

5. Close the Define Report Contents dialog box.

6. In Microsoft Excel, click in the cell that will contain the SP_ID property.

7. Click Map Properties on the SmartPlant Reports toolbar and point to the SP_ID property.

8. Select a cell that is located above the mapped SP_ID cell.

9. Click in the Name Box of Microsoft Excel and type SP_ID.

10. Add a new column and select a cell in this column.

11. Do one of the following:

    • To display only the latest revision indicators in the Revision column for new or changed items, type RevisionColumnA in the Name Box of Microsoft Excel.

    • To display all revision indicators in the Revision column for all the items, type RevisionColumnB in the Name Box of Microsoft Excel.

12. Save the report template.

To enable revision tracking in your customized and shipped reports, you must register the new and edited reports after completing this procedure. For details about registering reports, see Register a Report.

After generating a registered report, the following is shown in your report:

• After adding the first revision to a report, the report title block displays P0.

• After making a change or adding a new item (without adding a new revision), the software does the following:

  • In the Revision column, P0* appear for each changed item.

  • The software highlights every changed property.

  • An asterisk (*) appears in the Revision column for each new item that did not exist in the previous revision.

  • The rows that contain the new items are shown in bold.

• After adding a new revision, the software does the following:

  • The Revision column displays the new revision number for all the items that have been changed or added since the previous revision.

  • The software highlights every changed property.

  • The rows that contain the new items are shown in bold.

Displaying Only the Latest Revision Indicators

Example 1: Adding the first revision made for a particular report gives all the items the starting revision — P0 displayed in the title block only.

Example 2: When opening an archived version of this report from the Registered Reports folder in the Electrical Index, the report will show the changes since the previous revision. The example below shows a report which is work in progress and not an issued version.
The properties of the changed plant items that are included in the report after the initial revision will be highlighted.
Changes to existing items will be indicated by an asterisk (*) next to their revision indicator (P0*)
New items that did not exist in the previous revisions will display an asterisk in the Revision column and will appear in bold.

Example 3: Adding a new revision (P1) will display the revision indicator (P1) in the Revision column replacing the previous revision indicator (P0*). Also, the revisions that were indicated with an asterisk (*) are replaced with the P1 indicator. Note that all new rows will appear in bold:

Displaying All Revision Indicators

Example 1: Adding the first revision made for a particular report gives all the items the starting revision — P0 displayed in the title block and in the Revision column for all the items

Example 2: When opening an archived version of this report from the Registered Reports folder in the Electrical Index, the report will show the changes since the previous revision. The example below shows a report which is work in progress and not an issued version.
The properties of the changed plant items that are included in the report after the initial revision will be highlighted.
Changes to existing items will be indicated by an asterisk (*) next to their revision indicator (P0*)
New items that did not exist in the previous revisions will display an asterisk in the Revision column and will appear in bold. All the items that have not changed display their latest revision indicator in the Revision column.

Example 3: Adding a new revision (P1) will display the revision indicator (P1) in the Revision column replacing the previous revision indicator (P0*). Also, the revisions that were indicated with an asterisk (*) are replaced with the P1 indicator. Note that all new rows will appear in bold: All the items that have not changed display their latest revision indicator in the Revision column.

Note that if you are using a filter in your report, the filter can affect the behavior of the revision indicator. For example, if in a previous revision some of the data was filtered out, removing the filter in a later revision will cause the item to appear as new.