The following lists include rules that must be followed when using Smart 3D in an integrated environment. Following these rules allows Smart 3D data to be shared correctly with SmartPlant P&ID, SmartPlant Instrumentation, SmartPlant Electrical, and other tools. Other tools that are not listed here have no known Smart 3D integration concerns.
Important Points to Remember
To ensure piping properties are passed correctly from SmartPlant P&ID to Smart 3D, you must specify the value SmartPlant 3D for the Use Piping Specification property in SmartPlant P&ID Options Manager.
For proper P&ID correlation, SmartPlant P&ID and Smart 3D must use the same naming convention for piping components and equipment. For example, piping reducers must use the same name, such as Concentric Size Change or Concentric Reducer, in both SmartPlant P&ID and Smart 3D.
The To Do Lists in the 2D design basis applications are different from the Smart 3D To Do List accessed from the View menu. The other tools To Do Lists show the tasks required to update information in an integrated SmartPlant environment. Specifically, these To Do Lists aid in retrieving data by providing a list of all the items that must be added, deleted, or modified in the tool. The Smart 3D To Do List shows inconsistencies in the model when one of two situations occurs: 1) an object has lost a relationship with another, required object, or 2) an object becomes outdated due to permission constraints when you modify a relationship in the model. Items that could appear in the To Do List are flow direction problems, invalid connections, or parts not found.
You should use the Smart 3D To Do List along with the P&ID Viewer to ensure that all inconsistencies are corrected in the model and in the design basis.
You can run a report in Smart 3D that lists items on the SmartPlant To Do List. Click Tools > Run Report and open the Diagnostic folder; select Diagnostic 3D To Do List Entries, and click Run. Before running the report, you need to check data consistency on the model database server. For more information, see the Database Integrity Guide, available from Help > Printable Guides from within a Smart 3D application.
There are other reports in the Diagnostic folder such as the Diagnostic P&ID Correlated 3D Object that can be used in an integrated environment.
After retrieving piping and instrumentation data, you can use the colors in the P&ID Viewer to see what objects have been modified or added to the drawing. After retrieving cable data, you can view a cable schedule document.
SmartPlant Instrumentation uses physical ports, while SmartPlant P&ID uses logical ports.
When the workflow goes from SmartPlant P&ID to SmartPlant Instrumentation, a Same As relationship is created between the ports in SmartPlant. That Same As relationship is required by Smart 3D to correctly match the design basis ports to the 3D representation of the ports.
When the workflow goes from SmartPlant Instrumentation to SmartPlant P&ID, however, a Same As relationship is not created in SmartPlant. Without this Same As relationship, the result may be additional ports in Smart 3D. The result also depends on the way SmartPlant P&ID and SmartPlant Instrumentation synchronize the retrieval of data.
If Smart 3D retrieves the DDP before it retrieves the P&ID, there could be four ports in the design basis after the P&ID is retrieved. This causes a design basis mismatch in the 3D model. This is commonly referred to as "the four-port issue". After the four port issue has appeared for an instrument in a 3D model, it cannot be resolved. There will always be mismatched items on the Compare Design Basis dialog box for the affected instrument.
To avoid the issue, always retrieve the DDP after you have retrieved the P&ID. If you are unable to avoid the issue and it does appear, synchronize SmartPlant Instrumentation and SmartPlant P&ID, and then have SmartPlant Instrumentation republish the DDP. Smart 3D can then re-retrieve the newly republished DDP and this resolves the issue.
You can configure the plant breakdown structure (PBS) in the 3D model in two ways:
Before retrieving P&IDs into the model, retrieve the PBS document to set up the plant/area/unit (PAU) hierarchy. The first three levels of the hierarchy must match between the tools. For more information, see Retrieving Data in the Integration Reference Guide.
Configure the PBS directly within the model without retrieving the PBS document. For more information, see Creating a Plant Breakdown Structure without Retrieving a PBS Document in the Integration Reference Guide.
If you define a piping hierarchy and route pipe before retrieving piping data on a P&ID, you must correlate the existing runs to runs on the P&ID. Here is an example workflow.
Model the pipe run before the P&ID is available.
Select the existing pipe run in the 3D model.
Click SmartPlant > Correlate with Design Basis.
Select the corresponding run on the P&ID.
On the Compare Design Basis dialog box, click Update. The software moves the pipe run from its existing parent to its new parent.
You can browse the Workspace Explorer to check the system assignment of the run.
For detailed information on using the Piping task in an integrated environment, see the Piping User's Guide.
Off-Page Connectors (OPCs)
Off-Page Connectors (OPCs) connect multi-page P&ID drawings. Unlike other P&ID elements, the OPC is correlated when the two pipe runs are joined. The actual P&ID symbol is never selected or used for correlation. The main issue to take into consideration when correlating piping with an OPC is that a weld is placed where the two pipe runs meet. Therefore, you should find a logical connection point for this weld in the model to avoid adding an additional unneeded weld. For more information on correlating a pipe run that is located on multiple drawings, see the Piping User's Guide.
Integrated project/as-built mode has some known issues and should be used only on pilot/test implementations in conjunction with support from Intergraph Consulting Services until proven against customers' specific business processes. This functionality will be enhanced in a future release.
In Smart 3D, when claiming a line that contains an Off-Page Connector (OPC) from a P&ID created prior to SmartPlant P&ID version 4.3, you must claim the OPC at the same time that you claim the line.
You correlate and update equipment in the Equipment and Furnishings task.
You must correlate existing equipment using a two-step process. Correlate the equipment body first, and then correlate nozzles separately.
Nozzles correlate at the same time as equipment if they have the same names on the equipment and P&ID.
As with piping, equipment can be built on the fly. For more information about correlating and updating equipment, see the Correlate Existing Equipment for Use in an Integration Environment topic in the Equipment and Furnishings User's Guide.
Select Lists (Codelists)
The names of select lists in Smart 3D are case-sensitive. When you make a change to a select list in SmartPlant, you must inspect the Smart 3D Catalog Schema database to verify that the change did not create a duplicate entry. Select list values must have an appropriate value, not a zero as a place holder. A zero value causes an error upon validation of the schema.
Smart 3D provides the ability to exclusively claim objects to a project. Auto-claiming in Smart 3D as a result of claims initiated in SmartPlant P&ID is not supported. Also, SmartPlant P&ID does not support auto- claiming based on claims from other tools. Therefore, you must manually maintain consistent claim scopes between SmartPlant P&ID and Smart 3D.
For example, when objects are shared between tools, the object is typically claimed first in SmartPlant P&ID. In Smart 3D, use Project > Claim to claim the correlated object. When Smart 3D claims a correlated object first, SmartPlant P&ID does not auto-claim the object during a retrieve. You must manually claim the object in SmartPlant P&ID.
We recommend that you or your administrator create a separate permission group for users that perform the retrieve operation. Only users from the retrieve permission group should retrieve documents. Following this recommendation prevents ownership issues related to design basis objects.
Smart 3D requires that you have Write permission in order to claim objects to a project. You are not required to have Write permission to the project to modify claimed objects; you only need Write permission to the objects themselves. You must also have Write permission to as-built, which must be in a Working status to claim and release claims in Smart 3D.