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In the Management Console, right-click an item in the hierarchy and select the Properties Command on the shortcut menu.
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Go to the WBS Tab (Properties Dialog).
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Set Document Type as needed, such as Piping System Isometric or Civil Plan. This property specifies the document subtype when shared.
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Set Document Style, such as Iso for isometric drawing or Ortho for an orthographic drawing.
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Set Discipline.
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If your model has been registered to a SmartPlant Foundation server, this property adds the Publish Command to the right-click menu for the selected document or documents. For a 3D Model Data document, the property is set to SmartPlant Review Document. For a 2D document, set the discipline to match the type of document.
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If your model has been registered to a valid SDx server, setting the Discipline is required before sharing 2D documents to SDx.
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Set Project Name. This property is required for sharing 2D documents in a Change Management model for As-Built workflows. Select the change action for the active project to use. See Share 2D documents to SDx and review.
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Set Allow Publish to Yes.
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If you do not want an item to acquire a property from its parent, select the Override column on the Publish Dialog, then type a new value. This value propagates to other items deeper in the hierarchy.
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The software treats blank or cleared property values as overrides.
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Before you can share documents, you must:
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Install the SmartPlant Client and the SmartPlant Schema Component.
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Use the Register Command to register your model for publishing to SmartPlant Foundation.
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Use the Register with SDx Command to register your model for sharing 2D documents with SDx.
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Revise and update each document.
Additional information about configuration is available in the Intergraph Smart 3D Installation Help.
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