Working with Projects - Intergraph Smart P&ID - Help - Intergraph

SmartPlant P&ID Drawing Manager Help

Intergraph Smart P&ID
2014 (7.0)

Plants, once designed and built, are often modified throughout their lifecycles. During these modifications, information assets of the "As-Built" state must be maintained. Using projects in your plant allows you to maintain this information while allowing multiple projects, possibly overlapping and running concurrently, to be designed, approved, constructed, and/or canceled.

Before creating a project in a plant, you must enable that plant for projects. When enabled for projects, the plant structure becomes the Plant, sometimes referred to as the Master or As-Built plant. In a Task/Master scenario, the Plant is the Master and the projects are the individual Tasks.

Database Configuration

To allow work on projects to proceed without affecting the Plant, separate schemas are created for each project. In other words, all projects must be located in the same database instance as the Plant, with each project contained within a separate schema (separate database user names).

The Plant shares reference data with its projects. Changes to the reference data can be made only in the Plant. In other words, you can use Catalog Manager, Data Dictionary Manager, Filter Manager, and Format Manager in a project, but you have read-only permissions and are not allowed to modify any of the data from within these managers.

Fetching and Checking Out Drawings

Once projects are enabled in Smart Engineering Manager, the As-Built can no longer create drawings; drawings are created inside projects. However, any drawings that might have existed in the plant before projects were enabled remain in the As-Built. All drawing versions in the As-Built are read-only drawings when projects are enabled, but these drawings can still be deleted in the As-Built, unless the drawing is either fetched or checked out to a project. If the plant is registered in SmartPlant Foundation, drawings can be created and edited in the As-Built, except for drawings that are checked out to a project.


Claiming objects on a drawing is one of the main features of using projects in an integrated environment. When a project claims an object on a drawing, the project controls modifications to that object. A project cannot modify objects that it has not claimed.

Projects claim objects in either Exclusive (default) or Shared mode. If you plan to use the project in an integrated environment, Shared mode is mandatory. Use the Settings view in Options Manager to set the Claim Mode before creating a project.

You can change the Claim Mode to Shared at any time. However, you can change the mode to Exclusive only when there are no claims in any project in the Plant.

All the modifications and claiming of objects is carried out in the design software, but the claim states of objects inside drawings do have ramifications for drawing manipulation and for completing projects. You do not need to check out a drawing to claim items on it; you can claim items on a fetched drawing.

Using Workshare with Projects

Workshare functions the same whether using projects or not.  The only difference is that when using projects, only a project can function as a Workshare host.  The Plant cannot be a host or a satellite when projects are enabled.

See Also

Projects vs. Workshare