0200 Project Management

Project Management
EPLAN Training 1

Project Management
Project Management
EPLAN Training 2

1 Opening / Closing Project Management .....................................................3
2 Creating a Project Management Database..................................................5
2.1 Create in the project directory...................................................................5
2.2 Create in a different directory....................................................................6
3 Selecting a Project Management Database ................................................8
4 Creating a Project from a Project Template (Project Management) .......10
5 Creating a Project from a Basic Project (Project Management) .............13
6 Reading Directories and Projects..............................................................16
7 Opening a Project (Project Management) .................................................18
8 Copying a Project .......................................................................................19
9 Searching / Filtering a Project ...................................................................22
9.1 Define filter..............................................................................................22
9.2 Use filter..................................................................................................26
10 Displaying the Project Information............................................................27
11 Editing Project Properties (Project Management)....................................28
11.1 Activate edit mode ..................................................................................28
11.2 Insert project properties ..........................................................................29
11.3 Delete project properties.........................................................................30
12 Renaming, Deleting a Project (Project Management) ..............................32
12.1 Rename a project....................................................................................32
12.2 Delete a project.......................................................................................33
13 Checking Projects Against Company Templates.....................................35
13.1 Check properties and project structure ...................................................35
13.2 View messages.......................................................................................36

This functionality is only available for certain module packages. Info
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1 Opening / Closing Project Management
Project management always occurs in connection with a project management
database Projects.mdb. You can load a directory into project management and then
have access to all projects in that directory through project management.
Precondition:
You have selected a project management database.
1. To open the project management, select the menu item Project >
Management.

Directories that have already been loaded are displayed in the Project
management dialog.

If no directories have yet been loaded into project management, then you
will be asked in a message to load the EPLAN project directory.

2. To load the EPLAN project directory, click [Yes].

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3. To close the project management, click [Close].

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2 Creating a Project Management Database
Always begin the project management in connection with a project management
database Projects.mdb. All information displayed in the project management is
contained in this database. The project management database is saved in the project
directory as the standard. You can select a different storage location in the company
specific settings.
2.1 Create in the project directory
Precondition:
You have not yet created a project management database.
1. Select the menu item Project > Management.

EPLAN produces a message asking you to create a database.

2. Click [Yes] in the message dialog.

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2.2 Create in a different directory
1. Select the menu item Options > Settings > Company > Management >
Project management database.

2. In the Settings: Project management database dialog click [...] next to the
Project management database field.

3. Select a directory from the Browse for folder dialog and click [OK].

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4. In the Settings: Project management database dialog, click [OK].


EPLAN produces a message asking you to create a database.

6. Click [Yes] in the message dialog.

The project management database is created in the directory you specified
in the company specific settings.

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3 Selecting a Project Management Database
Always begin the project management in connection with a project management
database Projects.mdb. All information displayed in the project management is
contained in this database.
Precondition:
You have created a project management database or have access to a project
management database.
1. Select the menu item Options > Settings > Company > Management >
Project management database.

2. In the Settings: Project management database dialog click [...] next to the
Project management database field.

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3. Select the directory where the project management database is located from
the Browse for folder dialog and click [OK].

4. In the Settings: Project management database dialog, click [OK].

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4 Creating a Project from a Project Template
(Project Management)
When you create a project from a project templates, then the new project adopts all
project-specific settings of the project template. Pages are not adopted. Once you
have created the project, you can edit the project structure.
Precondition:
You have created a project template *.ept, or have access to a project template.
Project > Management
1. In the left-hand list field, select Popup menu > New from project template.

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2. Search and select the desired template in the Select Project Template
dialog.

Project information is displayed in the Info field.

3. Click on [Open].

4. In the Select target project dialog, enter the storage location and name of the
new project.

5. Click [Save].

If the Select PPE project template dialog opens, you can create the
project with or without PPE basic functionality. To create the project with PPE
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basic functionality, search and select a PPE template *.ppe and click [Open].
To create the project without PPE basic functionality, click [Cancel].

The new project *.elk is created in the target directory.

6. Check all entries in the Project properties <Project name> dialog.

7. To customize entries, select one of the tabs, make the changes, and then click
[OK].

A target directory that is outside the project management is automatically
read into the project management by EPLAN.

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5 Creating a Project from a Basic Project (Project
Management)
When you create a project from a basic project, then the new project adopts all
project-specific settings and the pages of the basic project. The page structure is
fixed.
Precondition:
You have created a basic project *.ebtp, or have access to a basic project.
1. In the left-hand list field, select Popup menu > New from basic project.

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2. Search and select the desired template in the Select basic project.

Project information is displayed in the Info field.

3. Click on [Open].

4. In the Select target project dialog, enter the storage location and name of the
new project.

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5. Click [Save].

The new project *.elk is created in the target directory.

6. Check all entries in the Project properties <Project name> dialog.

7. To customize entries, select one of the tabs, make the changes, and then click
[OK].


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6 Reading Directories and Projects
To access existing projects from the project management, you must load the project
directory containing the project into the project management.
Precondition:
There must be projects present in the directory that you would like to load.
1. In the Project management dialog, select the menu item [Extras] > Load
directory.

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2. Select a directory level from the Browse for Folder dialog as a starting
directory, and click [OK].

EPLAN searches all subdirectories for projects and loads these, with the
directory structure, into the project management.

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7 Opening a Project (Project Management)
You can open normal and packed projects from within the project management.
Already opened projects have a project name shown in bold text.
Preconditions:
You have set up the project management.
In the tree structure of project management there is an imported directory with
at least one project.
1. Select the desired project from the tree structure in the Project management
dialog.

2. Click [Open].

The project is opened in the Pages - <Project name> dialog.

The project name is highlighted in bold text in the project management.

Tip:
You can open projects using drag and drop by dragging the selected *.elk project
file from the Windows Explorer to the page navigator.
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8 Copying a Project
You can create a project by copying and adapting an existing project.
Precondition:
In the tree structure of project management there is an imported directory with at
least one project.
1. Select the project name in the tree structure.

2. Select Popup menu > Copy.

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3. In the Copy project dialog, select the range of the project to be copied.

4. To copy the entire project with all reports, select the Entirely incl. report
option.

5. To copy the entire project without reports, select the Entirely without report
option.

6. To copy the entire project without reports and without pages, select the Only
header data option.

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7. To copy only logic pages, select the Only logic pages option.

8. Next to the Target project field, click [...] and, in the Copy to dialog, enter the
storage location and the name of the target project.

9. Click [OK].

EPLAN copies the *.elk project file and the associated project directory
*.edb to the target directory.


Note:
You can also select and copy several projects. In this case, the Copy project dialog
opens several times, one after the other.
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9 Searching / Filtering a Project
You can search for a project using a filter. In the filter definition you can enter
properties as filter criteria. You can also specify a search directory where EPLAN is
to search for the project. Other directories documents are not included in the search.
Precondition:
In project management, you have loaded directories and projects.
9.1 Define filter
1. In the Project management dialog, next to the Filter field, click [...].

2. In the Filter dialog, next to the Scheme field, click (New).

3. In the New sScheme dialog, in the Name field, enter a new meaningful name
for the filter.

If the Name field already contains the name of an existing filter, then
overwrite this entry.

4. In the Description field, enter text describing the filter in more detail and click
[OK].

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5. In the Filter dialog, to the right above the table, click (New).

6. To determine a search directory, select the "Directory" entry in the Criteria
selection dialog and click [OK].

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7. Click [...] in the Value column.

8. Select a directory from the Browse for folder dialog and click [OK].

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9. To enter a property as a criterion, in the Filter dialog, to the right above the
table, click (New).

10. Select the desired property from the Criteria selection dialog and click [OK].

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11. Click Operator column, and select an operator to link the property to a value.

12. Enter a value into the Value column and press [Enter]..

EPLAN creates a new line. You can enter further filter criteria in this line.

13. Click [OK].

9.2 Use filter
1. In the Project management dialog, select the desired filter from the Filter
field.

2. Select the Active check box.

EPLAN displays all projects satisfying the filter criteria in the tree structure.

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10 Displaying the Project Information
1. In the project management you can display project-specific and non-project-
specific information.
dialog.

Project properties, statistical project information, project status, and the
structure of devices and pages are displayed in the tabs.

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11 Editing Project Properties (Project
Management)
If you edit a project without a project management database, then you can insert and
delete the project properties from within the page navigator, under Popup menu >
Project > Properties.
If you work with a project management database then you can also insert and delete
project properties from the page navigator. The changes are adopted in the project
management database and can be further edited in the project management.
Preconditions:
You have selected a project management database.
You have imported directories and projects.
11.1 Activate edit mode
dialog and select the Properties tab.

The contents are displayed in display mode.

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2. To switch to editing mode, click [Edit].

11.2 Insert project properties
1. To reduce the quantity of displayed and selectable properties, in the
Properties tab, select an entry from the Category drop-down list.

2. Click (New).

3. Select a property from the Property selection dialog. To select several
properties, hold the [Ctrl] or [Shift] key down, and then click [OK].

The properties are transferred onto the Properties tab. Properties whose
values contain automatically generated entries are displayed in gray and
cannot be changed from this location.

4. To edit the value of a property, click the Value column and enter the value.

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5. Click [Save].

11.3 Delete project properties
1. Select the Properties tab.

2. In the Property name column, select one or more properties.

3. Click (Delete).

4. Click [Save].

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12 Renaming, Deleting a Project (Project
Management)
Precondition:
In the tree structure of project management there is an imported directory with at
least one project.
12.1 Rename a project
Note:
Filed off and archived projects cannot be renamed.
1. Select the project in the tree structure.

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2. Select Popup menu > Rename.

3. Type the new project name.

4. Press [Enter].

12.2 Delete a project
You can delete any EPLAN project. EPLAN deletes the project file and the project
directory with all data it contains. This includes (e.g.) project-specific cable lists,
contactor lists, and external files.
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Warning:
Data loss. If you have deleted a project then you can no longer restore that project.
Before deleting a project, make absolutely sure that you no longer need the data.
1. Select the project in the tree structure.

2. Select Popup menu > Delete.

The project is deleted with all project data.

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13 Checking Projects Against Company Templates
You can check if one or more projects conform to a predefined company standard.
The properties that an entry must possess are defined in the company standard. A
company-specific project structure is also defined.
Preconditions:
The company-specific project structure has been defined under Options >
Settings > Company > Compare properties > Project structure (default).
Under Options > Settings > Company > Compare properties > General is
defined what entry properties should be checked.
13.1 Check properties and project structure

2. Select the desired project from the project's left tree structure in the Project
management dialog.

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3. Select [Extras] > Compare properties.

4. Select the Status tab.

5. To update the data, select [Extras] > Update data.

In the Project checks column in the Project comparison line, the date,
version number, build number, and number of messages generated are
displayed.

The messages generated are displayed in the message management.

13.2 View messages
1. In the Project management dialog, click [Close].

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2. Select the menu item Project data > Messages > Management.

If a property to be checked contains no entry, the message "020021 The
value of property <...> does not correspond to the template" is
displayed.

If the project structure does not match the company-specific project
structure, the message "020023 Setting <...> of the project
structure does not correspond to the template" is displayed.

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