Revise a document in Smart 3D - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

You can revise drawings, reports, and 3D Model Data documents if you have registered your plant using the SmartPlant Registration Wizard. For more information on registering, see Project Management.

  1. Open the Drawings and Reports task.

  2. Right-click a document, and select Revise. The Revise dialog box displays.

    • You can also multi-select documents in the Detail View, or select a folder in the Management Console hierarchy to select all documents within the folder, if they all have the same revision level, before selecting Revise.

    • If the Revise command is not available on the shortcut menu, check the properties on the document. Right-click the document and select Properties. Go to the WBS tab and make sure you have a Document type and Discipline set for the document.

  3. If necessary, click Engineering Tool to add documents to the Selected documents list or click Delete to remove a document from the list.

  4. For a new document or a document that does not yet have a defined revision scheme, select the revision scheme you want to use from the Revision Scheme Name list.

    • Only revision schemes that are applicable to the configuration (plant) or classification (document type) are available in the shortcut menu. The revision schemes related to a configuration or classification are not available for any other configurations or classifications. If none of the revision schemes are related to the configuration or classification, then all revision schemes are available unless they are related to any other configuration or classification. For more information on revision scheme configuration, see Configure different revision scheme strategies.

    • Any revision scheme that was previously assigned to a document can be changed even if the document has been published or retrieved. For example, if the original revision scheme for a document was set as Rev01A, you can change the revision scheme to Rev1A at any time.

    • Revision schemes can be set at any level of the document hierarchy.

    You can revise a document that has been previously signed off and it can be re-published into SmartPlant Foundation.

  5. In the Revise in Tool section, select the next available major and minor revision values.

    • The current revisions of the tool will not be available in the Major and Minor list. You can select the current revisions of the tool only if they are not active.

    • If the Allow skipping revisions option is set to False on the Manage Integration Options dialog box in SmartPlant Foundation Desktop Client, you are limited to which revisions you can select.

  6. Click OK. The document currently available for retrieval by other authoring tools is not updated until you publish this revised document.

  7. Right-click the document and select Properties.

  8. Go to the Revision tab and edit the values in the new revision row.

  9. Update the document to update any document property title block information. For more information, see Updating Documents.

  10. Re-publish the document. The document stored in SmartPlant Foundation is not updated until you publish it.

See Also

Revise Command
Revising Documents