Modify the DMS information - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

The DMS includes dossier types and document classification definitions for SPO/E Core. To make any modifications to these, you must manually modify the DATA_SPO.xlsm file.

We recommend that you create a backup copy of the original spreadsheets before making any modifications to them.

Create or modify document classifications

  1. Navigate to Smart Community for sample ELF of DATA_SPO.xlsm file. For more information, see Find sample data on Smart Community.

  2. Provide the document classification information on the Document Classifications sheet.

    For example:

    DocClass

  3. Click File > Save to save the spreadsheet by renaming it as DATA_SPO_DMS.xlsm.

Create or modify dossier types

  1. Navigate to Smart Community for sample ELF of DATA_SPO.xlsm file. For more information, see Find sample data on Smart Community.

  2. Provide the dossier type information on the Dossier Types sheet.

    For example:

    Dossier

  3. Click File > Save to save the spreadsheet as DATA_SPO_DMS.xlsm.