The following tasks are used frequently when working with a project in Smart Electrical
Add Items to the Project Management Table in a Project
This procedure explains how to open the Project Management table and add the items that you require. Note that you have to add items that you want to work with every time you reopen the Project Management table. See Add Items to the Project Management Table in a Project.
Claim Items
You claim items by opening the project to which they were scoped, and then you select individual items to claim. Note that you can claim main or related items separately. When claiming an item in a project, with the appropriate Options Manager setting, you can choose claim mode Shared or Exclusive. See Claim Items.
Set Claim Mode
This option allows you to set the required claim mode. The following claim modes are available:
Exclusive allows you to claim As-Built items in the current project only.
Shared allows users of different projects to claim the same As-Built items for their projects.
Release Claim allows you to cancel the claim of the selected items and then re-scope them in As-Built. Re-scoping the items will update the data in the project.
The Shared claim mode is available only after making an appropriate setting in the
Options Manager. Also, if your plant is registered with SmartPlant, the Shared mode
is not available, regardless of the setting you define in Options Manager. See Set Claim Mode.
Release Claim
Releasing the claim of an item enables you to cancel the claim of an item. This action makes it possible to re-scope the item in As-Built if you need to update the data in the project. After the item has been re-scoped, you can claim it again in the project and then edit the updated data. Note that when releasing the claim of an item, it status in the project remains Claimed. However, the claim mode changes to Release Claim. Items whose claim mode is Release Claim behave exactly in the same way as the scoped items as the software re-scopes these items. See Release Claim in Smart Electrical.
Mark Items as Completed
Just before you are ready to return the items from your project to As-Built, you have to change the status of these items in the project to Completed. The items that have been marked as completed are no longer available for editing in the project and are ready for merging into As-Built. See Mark Items as Completed.
Clear Mark as Completed
This option allows to you to change the Completed status back to Claimed. These items will again become available for editing in the project. See Clear Mark as Completed.
Release Items from Merge
After merging items into the As-Built plant, users of other projects cannot claim these items. This option makes it possible to release merged items so that they can be claimed for other projects. After applying this option, the merged items in your current project become marked as scoped. See Release Items from Merge.
Filter the Project Management Table Display
This option allows you to filter the display of the items in the Project Management table according to the status of items in the project. See Filter the Project Management Table Display.
Generate an Excel Report
This option allows you to generate a report in Excel showing the current selection in the Project Management table, arranged according to the main items. In the report, you can expand the main items to display their related items. See Generate an Excel Report.
Select a Display Option
This option allows you to specify the display mode in the data window. You can display the main items only, the main items expanded to show their related items, or a list showing all items. If a particular related item is associated with more than one main item, that related item appears once only in the list view. In list view only, you can sort the items as desired by clicking the column headers in the data window. See Select a Display Option