New and Edit Component Pane - CADWorx - Help

CADWorx Spec Editor

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CADWorx
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Help
Version_CADWorx
20.1 (2020 R1)

CADWorx Spec Editor Project Specs window: Double-click a project specification

Component Tab

Enables you to add or edit components for a specification. The information in the list comes from the base catalog.

Click Show Data Table , when available, to display the Base Catalog Data and obtain more information.

You can copy and place any component in the Main Spec List View in the same specification or another specification in the current project.

Component Setup

Group

Specifies the component group. You can type a name for the group in the Group box or select a category from the list. If you did not add new groups, then Group only lists the categories.

  • Right-click and select Add Multiple to add different types of components to a single group.

  • Right-click and select Add Group Component to add a new group to the Group list. The group also displays in the Main Spec List View, when you select Group List Mode in the View tab on the Spec List Mode Panel.

Category

Specifies the category of the component, such as Couplings, or Caps. The Category list is unavailable during editing.

Type/Number

Specifies the component type or User Shape Number for the category selected.

Data Table

Specifies the catalog data used for the selected type and populates the other boxes from Default Component Settings and Default Connection Settings in the Properties of the Data Table from the catalog. For more information on which default settings the data table includes, see Data Table and Common Component Properties.

If you reselect a data table in an existing component, the Default Component Settings and Default Connection Settings stored in the catalog update the data in the New and Edit Component pane.

Data Table Update Only

Specifies this is only an update from the data table. The Data Table Update Only check box is only available when editing.

Size Range

Specifies the sizes allowed for placement of the component. When you edit a component, the software derives the size ranges from the catalog data table for that component. For example, if you have only sizes 1 to 20 in your data table, only sizes 1 to 20 display in the Size Range list. If you need to add sizes to the component, you must first add them to the data table in the catalog, and then update your project. You must select the new sizes in the Limit Spec Size Range To list after you update your project. Otherwise, the software does not display the sizes in the Size Range list. For more information, see Specification Properties.

  • Reduction Size Selection ellipsis (only available for reduction components)

Specifies the sizes allowed for the reduction components. Click the ellipsis, check or clear the required sizes, and then click OK. For more information, see Select Size Dialog Box.

  • When you export your specification to an excel or text file, your information only displays the selected reduction sizes. For example, if you have 4X2 as your only available size for a reducer, the software only displays 4X2 for that reducer in the exported data. However, if you have 4X2, 3X2, and all 6", the software would display the 4X2, the 3X2, and then 6X1, 6X2, and so on for each reducer.

  • The Spec View palette only lists reduction components based on the reduction sizes you select in the Select Size Dialog Box for this reducing component option. By default, the software has all sizes of reducing component set on out-of-the-box specifications.

BOM Type

Specifies the Bill of Material type for the component.

Layer Name

Specifies the layer of the component.

Color Index

Specifies the color of the component in a drawing. Select 0 - ByLayer, 1 - Red, 2 - Yellow, 3 - Green, 4 - Cyan, 5 - Blue, 6 - Magenta, 7 - White/Black, from the list or type 0 through 255 to specify other colors.

IndexCode

Specifies the index code of the component. This index code is from the DBCodes Table in the base catalog. For more information, see DBCode Table.

Bolt Designator

Specifies the letter that displays when you insert bolts in the 3D model. The letter for bolts displays only in non-enhanced modes. For example, when you insert a bolt in the model in a non-enhanced mode, the software by default adds the letter B to the drawing. However, if you change the Bolt Designator, then the software displays the value assigned in the Bolt Designator box for the bolt.

End Type Data Table

Enables you to define the end type data for all components except User Shapes

Apply same end type to all ends

Specifies that the new or selected component has all the same end types. Select the Apply same end type to all ends check box, to apply the same end types to each component. If you select the Apply same end type to all ends check box, the other three end type options become unavailable.

Isogen Sym

Specifies the Isogen symbol associated with the end type selected. This end type symbol displays when you run Isogen Out.

Refer to the example below for the Start, End, Branch1, and Branch2 descriptions.

Start

Specifies the starting point end type for the component. This list displays in a tree layout format. You must expand the end type you want to select, and then double-click the data table to use that end type. Use the corresponding list under Isogen Sym (1) to specify the end type symbol for Isogen.

End

Specifies the end point end type for the component. This list displays in a tree layout format. You must expand the end type you want to select, and then double-click the data table to use that end type. Use the corresponding list under Isogen Sym (2) to specify the end type symbol for Isogen.

Branch1

Specifies the first branch end type for the component. Branch1 is available when the Apply same end type on all ends check box is cleared, and the component has three connection points. This list displays in a tree layout format. You must expand the end type you want to select, and then double-click the data table to use that end type. Use the corresponding list under Isogen Sym (3) to specify the end type symbol for Isogen.

Branch2

Specifies the second branch end type for the component. Branch2 is available when the Apply same end type on all ends check box is cleared, and the component has four connection points. This list displays in a tree layout format. You must expand the end type you want to select, and then double-click the data table to use that end type. Use the corresponding list under Isogen Sym (4) to specify the end type symbol for Isogen.

When selecting a Data Table associated with any new component, that component’s End Type Data Table is automatically set to the Default Connection Settings associated with that Data Table in the catalog.

Define Connection End Types

Enables you to define end types and Isogen symbols for connection points on a user shape. You can only view this option with a user shape selected.

Apply same end type to all ends

Specifies that all connection points have the same end types. Select the Apply same end type to all ends check box, to apply the same end types to all connections.

Connection

Enables you to select a connection point to specify the End type and the Isogen Symbol for that connection.

End Type

Specifies the end type for the selected connection.

Isogen Sym

Specifies the Isogen symbol for the selected connection. This defaults to the same as the End type, unless you specify otherwise.

Isogen Symbol Information

  • Identifier

Specifies the identifier used by Isogen for the component. For more information, see SKEY Information in the CADWorx Plant User's Guide.

  • SKEY

Specifies the SKEY used by Isogen for the component. For more information, see SKEY Information in the CADWorx Plant User's Guide.

Topworks

Specifies the topworks for the component. This list displays in a tree layout format. You must click the topworks folder, and then click the topworks to use the topworks for that component. The Topworks option is available only when the component has a topwork.

Sort Sequence

Specifies the location of the item in the bill of material. This number is pulled from the program code when adding a new component. However, when editing an existing component, the program code from the original selection stays the same. You have the option to leave this number as it is or change it based on the following. If you entered 999, this component is placed last in the list. If you enter 0, it is first in the list. If you set the same sort numbers for different components in the specification, CADWorx places the components in the list in an alphabetical order.

Optional Component

Sets the component to an optional or non-optional component. Select the Optional Component check box, to make a component an optional component.

Schedule & Material

Specifies the material and schedule for the component.

Main

Specifies the main schedule for the component.

  • Use Specification Schedule

Applies the schedule from the Schedule Assignment Setup in the Specification properties. For more information, see Schedule Assignment Setup.

  • Use Pipe Schedule

Applies the schedule of the default pipe associated with the selected rating of the specification. For example, if you set a tee schedule to Use Pipe Schedule and you set the schedule of the default pipe in that rating to XXS, then the tee schedule also uses XXS. Alternatively, if you set the tee schedule to Use Pipe Schedule and set the default pipe schedule to Use Specification Schedule, then the tee uses the specification schedule as well.

Reduction

Specifies the reduction schedule for the component. Reduction is available only if the component has a reducing side.

  • Use Specification Schedule

Applies the schedule from the Schedule Assignment Setup in the Specification properties. For more information, see Schedule Assignment Setup.

  • Use Pipe Schedule

Applies the schedule of the default pipe associated with the selected rating of the specification. For example, if you set a tee schedule to Use Pipe Schedule and you set the schedule of the default pipe in that rating to XXS, then the tee schedule also uses XXS. Alternatively, if you set the tee schedule to Use Pipe Schedule and set the default pipe schedule to Use Specification Schedule, then the tee uses the specification schedule as well.

Material

Specifies the material for the component. Material lists any Material Assignment Setup applicable to the selected specification component. You can specify the material with Use Specification Material, select an available material assignment setup, add new material setups with Add Material Setup, or select an available material from the list. If you want to display the material on the component, define the Material Tables fields in the Long, Short, Tag, and Part Number Format Dialog Boxes.

  • Use Specification Material

Applies the material from the Material Assignment Setup as the default for that component type in the Specification properties. A checkmark on the material assignment setup icon designates the default material assignment setup for each component group or component type. If you remove the default from the material assignment, then the software uses the material assignments from the Component Group folder. For more information, see Material Assignment Setup.

  • Any Listed Material Assignment Setup

Applies the component material from the selected material assignment setup.

  • A Specific Listed Material

Applies the specific component material selected for all component sizes.

  • Add Material Setup

Displays the Material Assignment dialog box with the currently selected component, where you can update the material assignment for the selected component or for all components. For more information, see Material Assignment Setup.

Class & Rating

Apply same class & rating to all connections

Applies the same class and rating to all connections. When you check the Apply same class and rating to all connections check box, the Connection list becomes unavailable. The values you provide for Component Class, Temperature Rating, and Pressure Rating, or the values you select from the Applicable Gaskets, Applicable Bolts, and Backing Flange lists, apply to the Start, End, Branch1, and Branch2 connections for your component.

Connection

Specifies the connection information you want to enter.

  • Start

Enables you to specify the Component Class, Temperature Rating, and Pressure Rating. The Applicable Gaskets, Applicable Bolts, and Backing Flange options are only available for the start connection when you select a flanged or clamped type component.

  • End

Enables you to specify the Component Class, Temperature Rating, and Pressure Rating. The Applicable Gaskets, Applicable Bolts, and Backing Flange options are only available for the end connection when you select a flanged or clamped type component.

  • Branch 1

Enables you to specify the Component Class, Temperature Rating, and Pressure Rating. The Applicable Gaskets, Applicable Bolts, and Backing Flange options are only available for the branch 1 connection when you select a flanged or clamped type component.

  • Branch 2

Enables you to specify the Component Class, Temperature Rating, and Pressure Rating. The Applicable Gaskets, Applicable Bolts, and Backing Flange options are only available for the branch 2 connection when you select a flanged or clamped type component.

The Applicable Gaskets, Applicable Bolts, and Backing Flange options do not display for all components. These options are only applicable to specific components.

Component Class

Specifies the class type specification for the component.

Temperature Rating

Specifies the maximum allowable temperature for the component.

Pressure Rating

Specifies the maximum allowable pressure for the component.

Selection Code

Specifies a selection code for the gasket and bolt. The Selection Code option is only available when you add a gasket or bolt. For more information, see Selection Codes, and Selection Codes Tutorial.

Applicable Gaskets

Specifies the applicable gasket for the component based on the selection code. The value that you choose in the Applicable Gaskets list determines the gasket that inserts when you place a component pair that requires a gasket, such as flanged components, clamped components, flanged end-types, and clamped end types. You can either type the code in the Applicable Gaskets box, or select an available code from the list. The Applicable Gaskets option only displays when the component allows a gasket. To assign selection codes, see Selection Codes Tutorial, and Assign selection codes to components without catalog defaults.

Applicable Bolts

Specifies the applicable bolt for the component based on the selection code. The value that you choose in the Applicable Bolts list determines the bolt that inserts when you place a component pair that requires a bolt, such as flanged components, clamped components, flanged end-types, and clamped end types. You can either type the code in the Applicable Bolts box, or select an available code from the list. The Applicable Bolts option only displays when the component allows a bolt. To assign selection codes, see Selection Codes Tutorial, and Assign selection codes to components without catalog defaults.

You can add a + between the selection codes in Applicable Bolts to use multiple bolts on your flanged or clamped components.

Backing Flange

Specifies a lap joint backing flange when the component end type contains the Stub-End/Adapter Lap End Type setting. You set this end type setting when you create a custom end type. Your catalog and specification must contain a lap joint flange to display the component in the Backing Flange list. For more information, see New End Type.

If you draw a valve with multiple ratings in CADWorx Plant and then attach a flange, the software prompts you when the flange and the valve rating do not match. You can select Yes to override and insert the flange. Optionally, select No, and then insert a flange with a matching rating.

Description

Long

Specifies the long description for the component. You can change the long description, by clicking the Long ellipsis which opens the Long Description Format dialog box. You can also type information in the Long box, and then click Apply to add the information. Blue words are keywords and you can select and copy them. Black text is a simple text string and can be edited as needed. For more information, see Long, Short, Tag, and Part Number Format Dialog Boxes.

Short

Specifies the short description of the component. You can change the short description, by clicking the Short ellipsis which opens the Short Description Format dialog box. You can also type information in the Short box, and then click Apply to add the information. Blue words are keywords and you can select and copy them. Black text is a simple text string and can be edited as needed. For more information, see Long, Short, Tag, and Part Number Format Dialog Boxes.

Tag

Specifies the tag information of the component. You can change the tag format, by clicking the Tag ellipsis which opens the Tag Format dialog box. You can also type information in the Tag box, and then click Apply to add the information. Blue words are keywords and you can select and copy them. Black text is a simple text string and can be edited as needed. For more information, see Long, Short, Tag, and Part Number Format Dialog Boxes.

Part Number

Specifies the part number information of the component. You can change the part number format, by clicking the Part Number ellipsis which opens the Part Number Format dialog box. You can also type information in the Part Number box, and then click Apply to add the information. Blue words are keywords and you can select and copy them. Black text is a simple text string and can be edited as needed. For more information, see Long, Short, Tag, and Part Number Format Dialog Boxes.

Descriptions display in the Short annotation, Long annotation, Tag, and Code boxes shown in the Component Edit dialog box in CADWorx Plant. For more information, see Local Edit in the CADWorx Plant Users Guide.

The information the software displays in the Component Edit dialog box is based on the associated component definition in the specification. The component definition in the specification contains fields for Short Annotation, Long Annotation, Tag, and Part Number. These boxes can be populated with text data or by setting the schema in the Long, Short, Tag, and Part Number Format Dialog Boxes or Description Format Dialog Box.

You can access the Long Description Format, Short Description Format, Tag Format, and Part Number Format dialog boxes for components from the Define User Shape dialog box. These formats can only be defined during or after you have created a user shape. If you do not define formats for the user shape, then the format is based on the specification level or the project level set in the Description Format dialog boxes in the CADWorx Spec Editor. After creation of the user shape the Long, Short, Tag, and Part Number of the Define User Shape dialog box displays in the same place as all other components.

You can configure a description schema for the short annotation, long annotation, tag, and part number boxes at the project level, the specification level, and the component level. If you define a schema at any of these levels, then the software derives the description from that level.

Component level schemas take precedence over specification level schemas and specification level schemas take precedence over project level schemas. For instance, if the sub-category Nipple under Pipe in the Component List tree has a schema defined, then the information displaying in CADWorx for Nipple derives from this schema. If you remove the schema definition from the Nipple sub category, then when you place a Nipple in the model, the schema derives from the Pipe category description schema under the Component List tree.

If you remove the description schema in Pipe, the description derives from the Component description schema in the Component List tree. If you delete all of the description schemas at the component level, then the software repeats the above process internally at the specification level. Next, the software repeats this process at the project level.

When the description format is empty at the component level, then the box under Description in the New and Edit Component Pane reads Using Specification Format. If the description format is empty at the component level and at the specification level, then the box under Description in the New and Edit Component Pane reads Using Project Format.

You can only access the New and Edit Component Pane and the Description Format dialog boxes in the CADWorx Spec Editor. For more information on these features, see New and Edit Component Pane and Description Format Dialog Box in the CADWorx Spec Editor Users Guide.

Notes

Specifies any notes attached to the component.

If you receive a red exclamation or a warning triangle , hover over it with your mouse to identify additional detail on possible data issues.

Branch Tab

Enables you to set up the permitted branch components through a grid.

Main Size NPS

Specifies the main size of the branch component.

Branch Size NPS

Specifies the branch size of the branch component.

Grid

Specifies units of the current specification, the size values, and the components available for a branch. For more information, see Add single new component to a spec.

You can add the Straight Tee/Cross + Reducer option to the branch table, as seen below. This enables you to insert a tee or a cross with reducers based on the branch sizes. For example, if you cross a 4 inch line with a 1.5 inch line, the software prompts you to insert a 4 inch straight cross with 4"X1.5" reducers to connect the 1.5 inch line to the 4 inch line. You must select the Straight Tee/Cross + Reducer option for each intersecting sizes of the branch table in the CADWorx Spec Editor, and then set the Apply Branch Table Rule to Automatic in the Piping Rules of the CADWorx Plant Setup. These settings enable CADWorx to check the branch table and provide you the Cross + Reducers and Tee + Reducer options in CADWorx Plant. For more information, see Apply Branch Table Rule in the CADWorx Plant Users Guide.