Revise a document to a project - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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SmartPlant Foundation / SDx Version
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To revise a document to a project, it must be signed off to set the document revision state to CURRENT in the plant. You cannot revise multiple current document revisions simultaneously.

You can revise a single document at the plant level to create a new WORKING revision in the project so you can make edits.

  1. Select your create scope to the project level to which you want to claim the document.

  2. Select a current revision document at the plant level, and click Actions > Edit > Revise.

    • If applicable, type a new title, revision scheme, or issue purpose.

  3. Select CHOOSE FILES to attach additional files to the new working version.

    If you want to include markups related to the previous version of an attached file on the new working revision, select Copy Markups.

  4. Click REVISE, and the revision scheme creates the document in the project level as the working revision by default.

  • If the document has an attached master file associated with missing or out-of-date reference files, you can update the relationship of reference files during the revise process. For more information, see Update reference relationships.

  • For more information on editing documents, see Working with documents.