As-Built Workflow - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help
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Intergraph Smart Instrumentation
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Smart Instrumentation Version
13.1

Page-1 Copy to As=Built (Merge) Do you want to add more items to the Project to do list Are changes required in the Project to do List data? Review data Copy to the Project to do List Select items from the EDE View Select items from the Domain Explorer Copy to Project (Claim) Do you want to add more items to the Project to do list Are changes required in the Project to do List data? Review data Copy to the Project to do List Select items from the EDE View Select items from the Domain Explorer As-Built Create Project Owner Operator module

SHARED Tip Replace As-Built with Project, in the Claim to Project section of the workflow, when claiming from project to project.

In this topic you will find an example of a typical workflow when working with As-Built. For a more detailed description consult the Administration Module and Smart Instrumentation User Guides.

  1. Create a project. For more information, see Create a Project in the Administration Module Help.

  2. In Smart Instrumentation, select the items from the As-Built plant that you want to claim (include) to your project. When you select an item with parent or child items, these are also added to the list of items that you want to claim (parent items are usually included as Inactive items, child items are Active). All these items, the selected parent items (or root items) and their children, are what Smart Instrumentation calls the Project Scope.

  3. Copy your selected items to the Buffer tab in the Project To Do List. Here you can see the full scope of all the items selected, both parent and children. For more information, see Define the Engineering Scope for a Project (see Defining the Engineering Scope) and Working with the Project To Do List.

    SHARED Tip You can skip this step and copy items from the As-Built directly to your project.

  4. If you did not claim your scoped items directly to your project, you must now claim the scoped items from the buffer to your project. For more information, see Claim As-Built/Project Center Items to a Project .

  5. After claiming to your project, make the changes that you want. In the project you can change the properties of existing items, add new items, delete items, and so forth.

  6. When you are ready you merge your project items back to your As-Built plant indirectly using the Buffer tab or directly to the As-Built depending on which menu option you choose. You can merge items while still working in you project or when you have finished all that you want to do in the project. When you merge your project back to the As-Built the software makes the necessary changes to the As-Built to match the project. For more information, see Merge Project Items with As-Built/Projects Center.