Manually assign all the structure objects to a WBS item - Intergraph Smart 3D - Help

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Smart 3D Version
13.1
  1. Click Tools > Select by Filter Command to display the Select Filter Dialog.

  2. Click New Filter (Simple or Asking) to display the Filter Properties Dialog.

  3. Click the System Tab (Filter Properties Dialog) , and type a name, such as U02, in the Name box.

  4. Select the systems containing the structure objects and the relevant coordinate system.

    U02 System Filter

  5. Click the Work Breakdown Structure Tab.

  6. Type a name, such as WBS in the Name box, and select the plant root node.

    WBS Filter

  7. Click OK.

  8. Click Tools > Select by Filter Command to display the Select Filter Dialog.

  9. New Compound Filter to display the Compound Filter Properties Dialog.

  10. Type a name for the compound filter, such as U02 and WBS in the Name box.

  11. Select the filters that you created in the previous steps. and combine them with an OR operator.

    Compound Filter

  12. Click Tools > Select by Filter Command to select the objects with filters.

  13. Click Catalog > Default Filters >SP3D Object Filters > Object Types > Structure, and then click OK.

    The system highlights all structure objects in your workspace.

  14. Select More from the WBS list.

  15. Select the project, and click OK.

    SHARED Tip If the project you are looking for does not display in the list, select Database to display WBS Items found in the database.

  16. Click Project > Claim to associate all the selected objects with the active WBS system.

    • Claim creates a relationship between the selected objects and the active project. If you are working in the Project mode in SmartPlant Enterprise, this relationship is communicated to the SmartPlant integrated environment.

    • An object can be related to a single project. If you attempt to claim an object that belongs to another project, the claim fails. To move an object from one project to another, use Release Claim and then claim the object to a different project. SmartPlant Enterprise requires this two-step change process.

    • An object must be claimed to the project of the selected WBS Item before using Assign to WBS.

    • You must have write access to the project to claim an object to a project. This prevents anyone from creating objects within groupings they do not control. A person on a workshare site can claim objects to a project even if the host owns the project's permission group. The person making the claim at the remote location must be assigned write access to the project’s permission group on the host. The same rules and behavior apply to assignment of objects to WBS Items.

  17. Select your project in the Workspace Explorer. Then, and click Project > Create WBS Item Command to display the Create WBS Item Dialog.

  18. Set the properties for the WBS Item as shown, and click OK:

    • The available Type and Purpose values are defined in the Catalog.

    • If Exclusive is set to True, it prevents a given object from being assigned to another WBS Item of the same Type and Purpose. If Exclusive is set to False, a given object can belong to multiple WBS Items of the same Type and Purpose.

    • WBS Assignment controls the behavior of the Assign to WBS command. If you set WBS Assignment to System and then assign a system to a WBS Item, Assign to WBS automatically assigns all objects nested under the system to the WBS Item as well. If you set WBS Assignment to Assembly, the system children are not automatically assigned to the WBS Item at the time of its creation, but it automatically assigns the children of assemblies.

    • The system assignment overrides any individual assignment that you may have previously made on objects to exclusive WBS Items.

  19. Select all the structural objects using Select by Filter Command and the compound filter you created previously.

  20. With all the structural objects highlighted, select Project > Assign to WBS to display the Assign to WBS Dialog.

  21. Expand the WBS items as necessary to select the WBS item. Then, click OK to create the relationships between the objects and the selected WBS Item.

    • If you want to verify whether the structural objects have been assigned to the WBS Item, you can review the properties of the objects in the Relationship tab of the Member Part Prismatic Properties dialog box. You can also right-click the WBS Item and select Select Nested to select all nested objects under the WBS Item.

    • The objects related to WBS Items are not shown in the WBS tab in the Workspace Explorer.