Working with the Project To Do List - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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English
Product
Intergraph Smart Instrumentation
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Smart Instrumentation Version
13.1

The software allows you perform various actions in the Project To Do List. You can do the following:

Searching the Project To Do List

The search engine is applied to the grid depending on the number of grid rows retrieved.

Next to the Search field the Page Display field displays Current Page or All Pages this is selected by the software and is dependent on the number of rows retrieved.

In the Search field, as you type your search, suggested items that match your search are marked with a yellow highlight. When you type three or more characters the suggested items that match the search criteria are displayed under the Search field and are also highlighted in yellow in the grid. To clear your search, click the X on the right.

  • Click on a string displayed under the Search field to locate the string in the grid.

  • A search using a wildcard (*) must be used with an alphanumeric character.

If nothing matches your search criteria the Search field is displayed with a red border.

The search is performed on the Buffer's current page. If your project scope spans across multiple pages, conduct your search on each page.

Grouping columns in the Project To Do List

To group your data by a specific attribute, drag the column header to the Group by area where it says "Drag a column header and drop it here to group by that column". You can group more than one attribute, by dragging another column header to the Grouped By area. The order in which you apply the groupings changes the filtered results. The filtered results are additive. This means that each additional column header you add will be based on the current filter.

The Grouping is performed on the Buffer's current page. If your project scope spans across multiple pages, conduct your search on each page

Sorting Items in the Project To Do List

To sort a column, select on the column header. Select again to reverse the order. Select a third time to remove the sorting. Press and hold the SHIFT key and select columns to sort by more than one column.

The Sorting is performed on the Buffer's current page. If your project scope spans across multiple pages, conduct your search on each page

Filtering Items in the Project To Do List

To filter your data, select , in the column header.
In the dialog that opens you have two options to filter your data.

In the top section - select from the list of values listed in the column. The filtered results will display in the column automatically, as you check the boxes of your preference. A filtered column is identified by a blue colored icon Filtered Column Icon.

In the Show rows with value that section - select the arrow to select the search criteria and below it the value that contains the content you want to filter. Select the aA button if you want to match case. Depending on your choice, you have the option to filter by additional criteria with conditions in the rows below.

Select Filter to display the filtered results

Clear Filter - clears all filters that you applied per column.

The Filter is performed on the Buffer's current page. If your project scope spans across multiple pages, conduct your search on each page.

Moving columns in the Project To Do List

Select and drag a column header right or left and drop it in the new location

Using the shortcut menu (right-click) in the Project To Do List

A right-click shortcut menu is available for data in columns of Item Type, Name, and Task Type. There are few options available, depending on the item type:

Reports

Select from a list of available reports for the selected data.

Go to Item

Select this for the software to display the item in the hierarchy view of Domain Explorer.

When using the Go To search functionality on a custom explorer view, the custom explorer view must be selected and all its folders expanded.

Actions

Displays a lists of commands to perform on an item.

Properties

Enables you to edit the properties of an item.

Changing the Availability status of an Item

Right click any item in the Availability column to change its status. For more information, see Availability of Items.