Using the To Do List - Intergraph Smart P&ID - 11 - Help - Intergraph

Intergraph Smart P&ID Help

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Intergraph Smart P&ID
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Smart P&ID Version
11
Smart Engineering Manager Version
12
SmartSketch Version
11

The To Do List allows you to keep track of tasks required to keep P&IDs updated with information in the SmartPlant Foundation database.  Specifically, this feature aids in retrieving data by providing a list of all the things that must be added, deleted, or modified to bring the drawing into agreement with the newest retrieved information.

A single To Do List is shared by all the users of a plant database.  You can view the entire To Do List and see the tasks that have been completed and those that are pending.  Some types of tasks have associated code and you can run them thereby causing the database or drawings to be modified.

From the To Do List, you can run, defer, or delete tasks, or specify tasks that you want the software to ignore in future retrievals.  Additionally, you can view properties for each task in the To Do List and, if required, specify that certain task properties are ignored when the task is retrieved.  The information that is available is specific to the type of task that is selected: Create tasks and Update tasks, for instance, but certain information is provided for all types.  The available task types are:

Create

Creates a new item in the active drawing or the plant stockpile

Update

Updates the selected properties of the specified item

Delete

Deletes the specified item from the plant

Manual

Creates and displays a reminder.  You can decide when a manual task is complete and set the status accordingly.

Each task in the To Do List has a status. Initially, the status is Open. If you successfully run the task, the status changes to Complete PPM All Outputs Graphic. If you attempt to run a task, but the process is not completed successfully, the status is changed to Error PPM All Outputs Graphic. Error status occurs, for example, if you attempt to run an Update task assigned to a drawing that is not currently open.  For a Create task where the task runs successfully, but the software has made changes to the item tag, the status is updated to Completed with Warning StatusCompWithWarning. For more details, see . You can also postpone running a task and change its status to Deferred PPM All Outputs Graphic.

Smart P&ID retrieves equipment components and nozzles and generates corresponding Create tasks in the To Do List for them.  The system allows you to automatically place the items in a drawing when the To Do List task is executed.  The items are placed attached to their parent equipment item, based on a spacing algorithm. You can adjust the location, post-placement, as necessary.

  • When the software creates an Update task in the To Do List, the units of measure used in properties are automatically converted to the defaults for the plant.  The units of measure used for properties in Create tasks are converted to the plant defaults when the task is run.

  • By clicking the heading of columns on the To Do List, you sort the list by the values in that column.  You can change the order in which these columns appear in the Task List by right-clicking a column heading and choosing either Shift Left or Shift Right from the shortcut menu to move the column one place in either direction.