Define a custom PBS hierarchy from an existing template - SmartPlant Foundation - Version 2019 (10.0) - Administration & Configuration

If you do not want to define the PBS structure from an existing template, but would rather create a custom PBS hierarchy, see Define a custom PBS hierarchy from a new template.

1. After you check out the schema CMF file from the Desktop Client and launch the Schema Editor, click Tools > Schema > Set PBS Hierarchy.

   You can also click the Schema File button in the Workflows dialog box, and then click Set PBS Hierarchy on the shortcut menu.

2. Click Set from PBS Template.

   

3. Select a PBS Template from the drop-down menu in the Select PBS Template dialog box, and click OK.

   The PBS hierarchy populates automatically in the Define PBS Hierarchy dialog box.

   The Hierarchy2 through Hierarchy7 PBS templates match the delivered templates available in Smart Engineering Manager and Smart Electrical.

   

4. Click OK to save the new hierarchy.

5. In the Identify Configurations for Instructions dialog box, select the configuration or configurations to which you want to apply the PBS changes. Select all the versions of the schema used by your authoring tools.

6. Click OK.

7. Click File > Save > Schema File to save your changes to the SmartPlant schema.

8. Close the Schema Editor.

   After you make changes in the schema, you must load the updated schema into the SmartPlant Foundation database. See Check in the CMF and load schema changes.