Example planning group configuration - Intergraph Smart Construction - 2019 (7.0) - Help - Hexagon PPM

The following is an example of how you could use a planning group to control the planning scope of specific IWPs to a group of contractors.

An example user is a member of a planning group. That planning group is a member of a group of contractors assigned to a specific contract. The work for the contract is limited to a specific CWP, which is broken into different IWPs. The user (and members of the same planning group) can work with particular IWPs under the CWP of their contract.

The following is a general work process for configuring the example configuration.

1. Create a planning group role. For more information, see Create a planning group role.

2. Create a role for a group of contractors. For more information on creating roles, see Create roles and User and role assignment configuration.

3. Associate users to the contractor group and the planning group. For more information on user and role assignment, see Create roles and User and role assignment configuration.

   To find contractors in SmartPlant Foundation Desktop Client, click Smart Construction > Find > Contractors.

4. Associate relationships using the project configuration data.

   • A planning group can be related to a contractor.

   • A contractor can be related to a contract.

   • A contract can be related to a CWP.

     For more information, see Import project configuration data into Smart Construction.

5. In Smart Construction, create IWPs and relate the appropriate CWP to the IWP to allow access to users in the planning group.