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Getting Started 06 / 2006

Getting Started

06 / 2006

Getting Started 06 / 2006

Copyright © 2006 by EPLAN Software & Service GmbH & Co. KG

EPLAN Software & Service GmbH & Co. KG assumes no liability for either technical or printing errors or for deficiencies in this technical information and cannot be held liable for damages that may directly or indirectly result from delivery, performance, and use of this material.

This technical information includes information on the basis of a proprietary system that is protected by copyright laws. All rights reserved. These information or part thereof may not be copied or reproduced by any other means without the previous permission of EPLAN Software & Service.

The software described in these technical information is subject to a licensing agreement. The software may only be used and copied within the scope of this agreement.

EPLAN Electric P8 ® , EPLAN Fluid ® , EPLAN PPE ® and LOGOCAD TRIGA ® are registered trademarks of EPLAN Software & Service GmbH & Co. KG. MS-DOS ® / Windows NT ® / Windows 2000 ® / Windows XP ® / Microsoft Windows ® are registered trademarks of the Microsoft Corporation. Microsoft ® Excel ® and Microsoft ® Access ® are registered trademarks of the Microsoft Corporation. RITTAL ® is a registered trademark of the Rittal GmbH & Co. KG. CLIP PROJECT ® is a registered trademark of the Phoenix Contact GmbH & Co. INTERBUS ® is a registered trademark of the Phoenix Contact GmbH & Co. ÖLFLEX ® , ÖLFLEX-SERVO ® and ÖLFLEX CLASSIC ® are registered trademarks of the U.I. LAPP GmbH. AutoCAD ® , Autodesk Inventor ® and Volo™View Express are registered trademarks of Autodesk, Inc. SIMATIC HW Konfig ® is a registered trademark of the Siemens AG. PKZIP/PKUNZIP ® are registered trademarks of PKWARE, Inc. ObjectStore ® is a registered trademark of eXelon Corporation. D-ISAM ® is a registered trademark of Informix Software Inc. Hardlock E-Y-E ® is a registered trademark of Aladdin Knowledge Systems, Ltd Int. InstallShield ® is a registered trademark of InstallShield, Inc. PMS ® is a registered trademark of PMS Compelec GmbH. MicroStation ® is a registered trademark of Bentley Systems. Acrobat ® is a registered trademark of Adobe Systems Inc.

All other product names, trade names and company names mentioned are trademarks or registered trademarks of their respective owners.

Note: The hardware requirements indicated by the operating system manufacturers must be considered. Hardware combinations that cause malfunctions according to the manu- facturer’s specification may also have an effect on the operation of EPLAN. Therefore an accurate basic installation of hardware, operating system, and hardware drivers (e.g. gra- phics board driver etc.) is essential for a smooth operation of EPLAN. For this reason, the main conditions and areas of application as specified by the hardware manufacturers also apply to the operation of EPLAN.

Table of Contents

Table of Contents

Introduction

3

User's Comments

3

Comments on Examples

4

Comments on Usage Instructions

5

Starting EPLAN PPE

6

Using Toolbars

7

Hiding / Revealing Toolbars

7

Editing and Managing Projects

8

Opening a Project

9

Displaying Project Data

10

Closing a Project

11

Creating a Project from a Basic Project

11

Editing Project Properties

12

Creating a PPE Project from a Project Template

13

Checking or Changing a Master Data Library

17

Creating and Managing the Plant Structure

19

Creating Plant Levels

20

PCT Loop - Creating a Loop

24

PCT Loop - Creating a Consumer

27

Creating a PCT Loop Function

28

Creating a PCT Loop Element

29

Editing and Managing Properties

31

Specifying Property Groups

32

Creating a Property

33

Copying a Property into a Project

35

Predefining Values

36

Preselecting Properties

37

Managing and Grouping Loop Properties

38

Editing Loop Properties

39

Table of Contents

Editing and Managing Device Specifications

41

Creating a Specification

41

Assigning a Specification to a PCT Loop Element

43

Editing and Managing Orders

45

Creating an Order

45

Assigning an Order

46

Editing and Managing PCT Forms

48

Opening a Form

49

Importing a Form

49

Creating a Form

49

Closing and Saving a Form

50

Creating a Form for a Data Sheet

51

Creating a Form for a Data List

54

Generating Temporary Project Reports

57

Generating a Temporary Data Sheet

57

Generating a Temporary Data List

59

Creating and Managing Documents

61

Creating a Data Sheet Document

61

Creating a Data List Document

63

Tabular Editing of Project Data

66

Generating an Editable PPE List

66

Editing and Managing Hook-ups

70

Creating a Hook-up

70

Assigning a Hook-up to a PCT Loop Element

73

Introduction

Introduction

Dear users,

The team at EPLAN Software & Service GmbH & Co. KG are pleased to welcome you as a new user.

This Manual is intended for those who have no previous knowledge of the new version of EPLAN PPE. It will allow you to become familiar with the basic functions of EPLAN PPE.

Since this documentation is conceived as an introduction to EPLAN PPE, many of the more complex functions and relationships are not discussed. These details are covered in our seminars, which also provide assis- tance for your individual and company-specific tasks. To make full use of the functions and possibilities offered by the system, we recommend tak- ing part in our seminar program.

The program provides an extensive online help system. In addition to conceptual information and dialog descriptions, here you will also find "step-by-step" instructions for most program functions. The "Proceed as Follows" section of the operating information gives you step-by-step in- structions for using the program. Once you have started the program and require information on a particular dialog you can then call up the appro- priate help by simply pressing the [F1] key.

User's Comments

Before you begin reading, please note the following symbols and styles used in this handbook:

Text preceded by this image contains extra Notes .

Text preceded by this image contains extra Notes.

Useful Tips to facilitate your interaction with the program are pre- sented after this image. Tips to facilitate your interaction with the program are pre- sented after this image.

Examples are highlighted by this graphical symbol.

Examples are highlighted by this graphical symbol.

User interface elements are marked in bold so they can immediately be located in the text.

Introduction

Italic text provides particularly important information that you should definitely pay attention to.

Directory names and direct input (among other things) are displayed in

a non-proportional font.

Function keys, keyboard keys, and buttons within the program are shown in brackets (e.g., [F1] for the "F1" function key).

To improve readability we make frequent use of "Menu paths" in this document (e.g., Help > Contents). In order to find a particular pro- gram function, the menus and options shown in a menu path must be selected in the sequence shown. For example, the menu path men- tioned above calls up the EPLAN help system.

The operating information provides step-by-step instructions for reach- ing specific targets, and in many places, after the right-arrow symbol you'll also find the program's reaction to your action.

also find the program's reaction to your action. • In combination with settings or fields (e.g.,

In combination with settings or fields (e.g., check boxes) which can only be switched on or off, in this document we often use the term "ac-

tivate" (after which the setting is active which the setting is inactive

which the setting is active which the setting is inactive ). ) and "deactivate" (after Comments

).

which the setting is active which the setting is inactive ). ) and "deactivate" (after Comments

) and "deactivate" (after

Comments on Examples

If you follow the steps in the following chapters and run the examples, then you will slowly create a small practice project and use it to generate reports. The examples build on each other. In order to successfully follow the examples, we assume that you have already installed EPLAN and that you have the necessary software protection and license.

All settings can be made at a central location in the program (in the Op- tions menu, under the Settings menu item). For the practice project, we used the standard settings of the project template used. Don't change these settings while working with the practice project, otherwise you may see different results.

Introduction

Comments on Usage Instructions

You can control EPLAN using both the mouse and the keyboard. For ra- pid execution of certain program functions, extra buttons in the toolbar and / or special key combinations are often available, e.g., [Ctrl] + [C] for copying elements. Since a detailed explanation of the various different possibilities for executing functions would blow this handbook out of pro- portion, we usually only describe operations using the mouse.

Tip: You can select many objects by double-clicking the object.

Tip:

You can select many objects by double-clicking the object.

Starting EPLAN PPE

Starting EPLAN PPE

After installation, an EPLAN PPE program icon will be displayed on your desktop. This icon allows you to directly start EPLAN PPE.

1. Double-click the EPLAN PPE desktop icon

EPLAN PPE will start.

.
.
start EPLAN PPE. 1. Double-click the EPLAN PPE desktop icon EPLAN PPE will start. . 6

Using Toolbars

Using Toolbars

What is the EPLAN PPE toolbar?

Toolbars contain buttons with icons. When you click an icon, this directly opens or closes a dialog. Several toolbars are visible when you first start the program, e.g., the EPLAN PPE toolbar. The following table shows the buttons in the EPLAN PPE toolbar.

Button

Opens / Closes

Meaning

Functional view navigator Here you manage all plant objects in your plant structure (e.g., PCT

Functional view navigator

Here you manage all plant objects in your plant structure (e.g., PCT loops and PCT loop elements).

Functional view (editing) Here you edit the properties of the plant objects.

Functional view (editing)

Here you edit the properties of the plant objects.

Document navigator Here you manage documents and forms for data sheets and data lists of

Document navigator

Here you manage documents and forms for data sheets and data lists of the plant documentation.

Specifications dialog Here you edit and manage the pro- ject specifications and master data specifications

Specifications dialog

Here you edit and manage the pro- ject specifications and master data specifications for devices.

Hook-up dialog Here you edit and manage the hook-up information for projects and master data.

Hook-up dialog

Here you edit and manage the hook-up information for projects and master data.

Orders dialog Here you edit and manage order information.

Orders dialog

Here you edit and manage order information.

Hiding / Revealing Toolbars

Options > Toolbars > Customize

1. Select the Toolbars tab.

2. Select the check box in front of an entry in order to reveal the corre- sponding toolbar.

3. Deselect the check box in front of an entry in order to hide the corre- sponding toolbar.

Editing and Managing Projects

Editing and Managing Projects

What is a PPE project?

A PPE project is a project that you have created in EPLAN PPE and

which contains PPE functionality. The project data for the preliminary and basic planning of E-MSR technology (process technology) is edited and managed in a PPE project. This can be both process engineering and business management objects, properties, and data. You can open any PPE project in EPLAN Electric P8 and add the detailed project plan- ning data.

What is a P8 project?

A P8 project is a project that you have created in EPLAN Electric P8. It is

an EPLAN project without PPE elements. You can open any P8 project

in EPLAN PPE and add PPE functionality to it. If you have licensed

EPLAN Electric P8 together with EPLAN PPE, then you can also create

a PPE project directly in EPLAN Electric P8.

What is a master data library?

Master data is project data that you can reuse in different projects. The master data for PPE projects is managed in a master data library. These

include:

Properties

Device types

Calculation values

Specifications

Hook-ups

What are templates?

In EPLAN PPE, you always create projects on the basis of a template. Project data and settings for your new project are taken from the tem- plate. You can load different sets of data, depending on the type of the template. There are basic projects and project templates.

What is a basic project?

A basic project is a template that provides settings and project data. You

can create your own basic project from an existing project.

Editing and Managing Projects

Templates

Meaning

Basic project *.epb

You load all the project-specific set- tings and all project data (e.g., do- cuments, forms, and the objects in the plant structure) from the basic project.

What is a project template?

A project template is a template from which you can load project-specific settings for properties and PPE forms. You can create your own project template from an existing project.

Templates

Meaning

EPLAN project template *.ept

From the EPLAN project template you load all the project-specific set- tings for a detailed project.

PPE project template *.ppe

From the PPE project template you load all the project-specific settings for a preliminary and basic planning project.

You can also optionally load the PPE forms and the settings for pro- perty groups and properties.

Opening a Project

After installation, the standard directory for projects contains the EPLAN demo projects. You open PPE projects and P8 projects in the same manner.

1. Select the menu items Project > Open.

The standard directory for projects is already pre-defined in the Open project dialog.

2. In the File type field, select the entry Editable EPLAN projects

(*.elk, *.ell).

3. Select the desired project.

Editing and Managing Projects

Example: Select the demo project EPLAN PPE Demoproject.elk .

Example:

Select the demo project EPLAN PPE Demoproject.elk.

Project information is displayed in the right side of the dialog.

4. Click [Open].

The project is opened.

Tip: Restoring the standard directory: If a different directory to the standard project directory is

Tip:

Restoring the standard directory:

If a different directory to the standard project directory is displayed in the Open project dialog, then you can restore the setting back to the stan-

dard project directory. In the Open project dialog, click Path field and then select the menu item Go to default.

directory. In the Open project dialog, click Path field and then select the menu item Go

next to the

Displaying Project Data

Once you have started EPLAN PPE, the functional view navigator, the functional view editor, the documents and forms navigator, and the Documentation dialog are usually open. The method used to hide and reveal dialogs is described below.

1. To hide / reveal the functional view navigator, select the menu items Project > PPE > Functional view navigator.

The PCT plant structure of the project is displayed in the Func- tional view - <project name> dialog.

2. Select the project name in the plant structure.

3. To hide / reveal the functional view editor, select the menu items Project > PPE > Functional view (editing).

The properties of the PPE project are displayed in the EPLAN PPE project properties dialog.

4. To hide / reveal the documents and forms navigator, select the menu items Project > PPE > Documents.

The automatically reported and generated PPE documents are displayed in the Documents tab.

Editing and Managing Projects

The PPE forms used to generate the documents are displayed in the Forms tab.

5. To hide / reveal the page navigator, select the menu items Page > Navigator.

If your project already contains hook-ups, then the mounting dia- gram pages are displayed in the Pages <project name> dialog.

If your PPE project was already edited in P8 and contains detail plan pages, then you can manage the page structure in the page na- vigator. You can only view and edit the pages in EPLAN Electric P8. Only pages of "Graphic (I)" type can be displayed and edited in EPLAN PPE.

Closing a Project

1. Select the name of the project in the Functional view - <project name> navigator dialog.

2. Select the menu items Project > Close.

Creating a Project from a Basic Project

When you create a PPE project from a basic project, this loads all the project data and all project-specific settings into your new project. You can then customize the project data and settings in the new project.

1. Select the menu items Project > New.

The standard directory for basic projects is already pre-defined in the Select basic project dialog.

2. Select an EPLAN basic project (*.epb) for PPE projects.

Example: Select the basic project EPLAN PPE Basicproject.epb .

Example:

Select the basic project EPLAN PPE Basicproject.epb.

3. Click [Open].

The standard directory for projects is already pre-defined in the Select target project dialog.

Editing and Managing Projects

4. In the File name field, enter a file name for the new project.

Example:Enter the name First Project .

Enter the name First Project.

5. Click [Save].

The System messages dialog appears.

Example:You have used the EPLAN PPE Basicproject.epb as a template. The EPLAN PPE Basicproject.epb file

You have used the EPLAN PPE Basicproject.epb as a template. The EPLAN PPE Basicproject.epb file already contains references to symbol libraries and forms that are not available because they are not yet needed by the preliminary and basic planning data. For this reason, the references are displayed in the System messages dia- log. When you work on your PPE project in P8, you can access the symbol libraries and forms.

in P8, you can access the symbol libraries and forms. 6. Click [Close] in the System

6. Click [Close] in the System messages dialog.

The properties of the new project are displayed in the Project properties: <project name> dialog.

Editing Project Properties

1. In the Project properties - <project name> dialog, select the Prop- erties tab.

2. To customize the project properties of your project, click the Value column in the relevant fields and change the entries.

Editing and Managing Projects

Example: Double-click the value field of the Project description line. Delete any existing text and

Example:

Double-click the value field of the Project description line. Delete any existing text and enter the text First Project. Enter the cor- rect company name into the Company name property. Enter all other data in the same manner.

3. To display a hidden project property, click

4. Select an entry in the Property selection dialog.

click 4. Select an entry in the Property selection dialog. (New). Example: Select the "Project name"

(New).

Example:Select the "Project name" property.

Select the "Project name" property.

5. Click [OK].

The property is now shown in the Properties tab.

6. To close the Project properties <project name> dialog, click [OK].

7. To close the project, first select the project.

8. Select the menu items Project > Close.

Example: Select the project First Project.elk , and then select the menu items Project >

Example:

Select the project First Project.elk, and then select the menu items Project > Close.

Creating a PPE Project from a Project Template

When you create a project from a project template, this loads all project- specific settings into your new project. You can decide whether you wish to load all PPE forms and settings for properties and property groups.

Defining a Project Name

1. Select the menu items Project > New (Wizard).

The Create project dialog opens.

2. Specify a project name without file name extension in the Project name field of the Project tab.

Editing and Managing Projects

Example: Enter Second Project .

Example:

Enter Second Project.

3. Next to the Template field, click [

].

The standard directory for templates is displayed in the subse- quent dialog.

4. Select an EPLAN project template *.ept.

Example:Select the EPLAN project template EPLAN PPE Projecttem- plate.ept .

Select the EPLAN project template EPLAN PPE Projecttem-

plate.ept.

5. Click [Open].

6. In the Create project dialog, click [Next].

The System messages dialog appears.

Example: You have used the EPLAN PPE Projecttemplate.ept as a tem- plate. The EPLAN PPE

Example:

You have used the EPLAN PPE Projecttemplate.ept as a tem-

plate. The EPLAN PPE Projecttemplate.ept file already contains references to symbol libraries and forms that are not available be- cause they are not yet needed by the preliminary and basic planning data. For this reason, the references are displayed in the System messages dialog. When you work on your PPE project in P8, you can access the symbol libraries and forms.

in P8, you can access the symbol libraries and forms. 7. Click [Close] in the System

7. Click [Close] in the System messages dialog.

Editing and Managing Projects

The PPE tab opens.

If a PPE project template *.ppe is already entered in the selected EPLAN project template *.ept, then the PPE project template is au- tomatically entered into the Template field.

Example: Since you have selected the EPLAN PPE Projecttemplate.ept EPLAN project template, the EPLAN PPE

Example:

Since you have selected the EPLAN PPE Projecttemplate.ept EPLAN project template, the EPLAN PPE Projecttemplate.ppe

PPE project template is automatically entered in the Template field of the PPE tab, and the Create PPE project check box is automati- cally selected.

Selecting a PPE Project Template

1. In the PPE tab select the Create PPE project check box.

2. Next to the Template field, click [

].

The standard directory for templates is displayed in the subse- quent dialog.

3. Select a PPE project template *.ppe.

4. Click [Open].

5. To define which settings and data are to be accepted from the tem- plate, in the Apply from template group box, select or deselect the Property groups of PCT loops / PCT loop elements, Configura- tion of properties, and Forms check boxes.

6. Click [Next].

The settings for the pages and devices in the EPLAN project tem- plate are displayed in the Structure tab. You do not yet need to edit these settings in the preliminary and basic planning phases and can thus leave them as they are.

7. Click [Next].

Settings from the EPLAN project template are also displayed in the Numbering tab, but these also do not need to be edited in the preliminary and basic planning phases and can also be left as they are.

Editing and Managing Projects

8. Click [Next].

The project properties are displayed in the Properties tab.

Editing Project Properties

1. To customize the project properties of your project, click the Value column in the relevant fields and change the entries.

Example:Double-click the value field of the Project description line. Delete any existing text and enter

Double-click the value field of the Project description line. Delete any existing text and enter the text Second Project.

2. To display a hidden project property, click

3. Select an entry in the Property selection dialog.

click 3. Select an entry in the Property selection dialog. (New). Example: Select the "Project start"

(New).

Example:Select the "Project start" property.

Select the "Project start" property.

4. Click [OK].

The property is now shown in the Project tab.

5. Enter some text for the property, or select an existing value.

6. Enter all other data in the same manner.

the property, or select an existing value. 6. Enter all other data in the same manner.

Editing and Managing Projects

7. Click [Next].

In the preliminary and basic planning phases you do not need to make any settings in the Schematic tab. However, in advance you can define the identifier blocks for the page structure of the sche- matic pages that are to be generated in the detail planning phase. You can also enter a page description for the first schematic page.

8. Click [Finish].

The project is created.

Checking or Changing a Master Data Library

When you create a PPE project from a basic project or a template pro- ject, then the new project is automatically linked to the master data li- brary referenced in the basic project or project template. You can retain this master data library or change to another.

Checking the Master Data Library

1. To check which master data library is referenced by the current pro- ject, select the name of the project in the Tree tab of the Functional view - <project name> dialog.

2. Select the menu items Options > Settings.

3. In the Settings: Projects dialog, select the folder Projects > "pro- ject name" > PPE > General.

The referenced master data library is shown in the Master data library field.

Example: Since you have created the new project using EPLAN PPE Pro- jecttemplate.ept , the

Example:

Since you have created the new project using EPLAN PPE Pro-

jecttemplate.ept, the EPLAN PPE Library.mdb master data li-

brary is displayed.

Editing and Managing Projects

Changing the Master Data Library

1. To change the master data library, click [ library field.

]

next to the Master data

The standard directory for master data libraries is shown in the Select master data library dialog.

2. Use the Search in drop-down list to switch to the directory where the required file is located.

3. Select the file and click [Open].

4. In the Settings: General dialog, click [OK].

The project is now linked to this master data library.

Example: For the practice project that you are creating, you do not need to change

Example:

For the practice project that you are creating, you do not need to change the master data library.

Creating and Managing the Plant Structure

Creating and Managing the Plant Structure

What is the plant structure?

The plant structure describes the functional and structural layout of your PCT plant. This is known as the functional view. You can create, edit, and manage plant levels, PLC loops, PCT loop functions, PCT loop ele- ments, and signals in the functional view navigator.

What is the plant structure hierarchy?

Larger plants are subdivided into hierarchical units in accordance with a structure level scheme so as to guarantee complete clarity. There is one project level and 5 plant levels in the functional view navigator.

Structure levels

Example / Defaults

Project level

Project name

Plant level 1

Works

Plant level 2

Complex

Plant level 3

Plant

Plant level 4

System part

Plant level 5

Plant section

What are the PI and general PI codes?

The PI code is an abbreviation for the plant identification system. The PI code identifies individual system parts. The general PI code consists of the PI codes for the works, the complex, the plant, the plant section, and the system part. Each plant level inherits the general PI code from the superior plant level.

What are plant objects?

Plant objects are objects that you insert at the plant level. The following table shows possible plant objects.

Plant object

Meaning

PCT loop

A PCT loop is either a loop or a con- sumer.

Creating and Managing the Plant Structure

Plant object

Meaning

PCT loop function

The PCT loop function describes a sub- function of the PCT loop. It is either a loop or a consumer function.

PCT loop element

The PCT loop element lists all properties that a device or device channel requires to implement one or several editing func- tions. You can assign a PCT loop element directly to the plant level, the PCT loop, or the PCT loop function.

Signal

A signal can be assigned to a PCT loop, a PCT loop function, or a PCT loop ele- ment.

Creating Plant Levels

When creating a plant level, you define the structure of the plant using the functional view navigator.

Project > PPE > Functional view navigator

Creating Plant Level 1

1. To create plant level 1, select the name of the project in the Tree tab of the Functional view - <project name> navigator dialog.

2. Select Popup menu > Insert works.

3. In the Enter plant dialog, enter a designation and the PI code for plant level 1.

Example: Enter the value Gas works into the Designation field, and the value GW into

Example:

Enter the value Gas works into the Designation field, and the value GW into the PI code field.

Creating and Managing the Plant Structure

Creating and Managing the Plant Structure 4. Click [OK] . Plant level 1 is created. 5.

4. Click [OK].

Plant level 1 is created.

5. To open the functional view editor, select the menu items Project > PPE > Functional view (editing).

6. Select plant level 1.

7. In the Plant properties dialog, select the Plant tab.

8. Enter a suitable remark for plant level 1 into the Remarks field.

Example: Enter Plant 1 .

Example:

Enter Plant 1.

1 into the Remarks field. Example: Enter Plant 1 . Creating Plant Level 2 1. To

Creating Plant Level 2

1. To create a plant level 2, first select plant level 1 in the Tree tab.

2. Select Popup menu > Insert complex.

Creating and Managing the Plant Structure

3. In the Enter plant dialog, enter a designation and the PI code for plant level 2.

Example: Select plant level 1 Gas works . Select Popup menu > Insert com- plex

Example:

Select plant level 1 Gas works. Select Popup menu > Insert com- plex. Enter the value Steam / split gas into the Designation field, and the value SG into the PI code field.

4. Click [OK].

Plant level 2 is created.

5. Enter a suitable remark for plant level 2 into the Remarks field of the Plant tab.

Example:Enter Plant 2 .

Enter Plant 2.

Creating Plant Level 3

1. To create a plant level 3, first select plant level 2 and then select Popup menu > Insert plant.

2. In the Enter plant dialog, enter a designation and the PI code for plant level 3.

Example: Select plant level 2 Steam / split gas . Select Popup menu > In-

Example:

Select plant level 2 Steam / split gas. Select Popup menu > In- sert plant. Enter the designation Splitting Plant and the PI code

SP.

3. Click [OK].

Plant level 3 is created.

4. Enter a suitable remark for plant level 3 into the Remarks field of the Plant tab.

Example: Enter the remark Plant 3 .

Example:

Enter the remark Plant 3.

Creating and Managing the Plant Structure

Creating Plant Level 4

1. To create a plant level 4, first select plant level 3 and then select Popup menu > Insert plant section.

2. In the Enter plant dialog, enter a designation and the PI code for plant level 4.

3. Click [OK].

Plant level 4 is created.

4. Enter a suitable remark for plant level 4 into the Remarks field of the Plant tab.

Example:Select plant level 3 Splitting Plant and insert a plant section. En- ter the value

Select plant level 3 Splitting Plant and insert a plant section. En- ter the value Boiler into the Designation field, and the value BE into the PI code field. Enter the remark Plant 4-1 into the correct field in the Plant tab.

Select plant level 3 Splitting Plant and then insert a second plant section with the designation Natural gas supply and the PI key NGS. Enter the remark Plant 4-2 into the correct field in the Plant tab.

Creating Plant Level 5

1. To create a plant level 5, first select plant level 4 and then select Popup menu > Insert system part.

2. In the Enter plant dialog, enter a designation and the PI code for plant level 5.

3. Click [OK].

Plant level 5 is created.

4. Enter a suitable remark for plant level 5 into the Remarks field of the Plant tab.

Example:Select plant level 4 Boiler and insert a system part with the desig- nation Conversion

Select plant level 4 Boiler and insert a system part with the desig- nation Conversion, the PI Code GW, and the remark Plant 5-1. Se-

Creating and Managing the Plant Structure

lect plant level 4 Boiler and insert a second system part with the designation Heating, the PI Code EH, and the remark Plant 5-2.

Heating , the PI Code EH , and the remark Plant 5-2 . Tip: You can
Tip: You can also create plant levels by copying and inserting existing plant sections via

Tip:

You can also create plant levels by copying and inserting existing plant sections via the popup menu. In the process, you can decide whether PCT loops are also copied.

PCT Loop - Creating a Loop

You can create a loop by inserting the loop in a PCT plant level and spe- cifying the components for identifying the loop. You can insert a loop at any plant level.

Project > PPE > Functional view navigator > Tree tab.

1. Select a plant level.

2. Select Popup menu > PCT loop > Insert loop.

3. In the Insert loop dialog, enter optionally an identifier for the techni- cal facility into the Technical facility field.

4. Select a measurand from the Measurand drop-down list, or directly enter a measurand value.

Creating and Managing the Plant Structure

5. You can optionally enter one or more identifiers for editing measured values into the Editing function field.

6. Enter a counter number into the Number field.

Example: Create a total of three loops. Select the plant level Conversion . Select Popup

Example:

Create a total of three loops.

Select the plant level Conversion. Select Popup menu > PCT loop > Insert loop. Select the measurand P(pressure). For the editing functions "Register", "Control", and "Alarm", enter the identifier RCA-. Enter the number 946. Click [OK].

Select the plant level Conversion. Insert a loop with the measurand T(TEMPERATURE), the editing function RA+, and the number 948.

Select the plant level Heating. Insert a loop with the measurand T(TEMPERATURE), the editing function RA+, and the number 940.

Select the plant level Heating. Insert a loop with the measurand T(TEMPERATURE), the editing function RCA+, and the number 945.

, the editing function RCA+ , and the number 945 . 7. Click [OK] . The

7. Click [OK].

The loop is inserted into the plant structure.

Creating and Managing the Plant Structure

Creating and Managing the Plant Structure 8. Select the loop in the Tree tab. 9. To

8. Select the loop in the Tree tab.

9. To open the functional view editor, select the menu items Project > PPE > Functional view (editing).

The properties of the loop are displayed in the PCT loop proper- ties dialog.

10. Select the PCT loop tab.

11. Enter a descriptive name for the loop into the Designation field.

12. You can optionally enter a description of the loop into the Remarks field.

Example: Select the loop PRCA-946 in the Tree tab. In the PCT loop tab, enter

Example:

Select the loop PRCA-946 in the Tree tab. In the PCT loop tab, enter

the designation Steam pressure control.

Select the loop TR+948. Enter the designation Steam temperature.

Select the loop TRA+940. Enter the designation Flue gas tempera-

ture before superheater.

Select the loop TRCA+945. Enter the designation Temperature con-

trol for reaction chamber.

Creating and Managing the Plant Structure

PCT Loop - Creating a Consumer

You can create a consumer by inserting the consumer in a plant level of the PCT plant and entering the designation of the consumer. You can insert a consumer at any plant level.

Project > PPE > Functional view navigator > Tree tab.

1. Select a plant level.

2. Select Popup menu > PCT loop > Insert consumer.

3. In the Insert consumer dialog, enter optionally an identifier for the technical facility into the Technical facility field.

4. Enter one or more identifiers for the consumer into the Editing func- tion field.

5. Enter a counter number into the Number field.

Example: Select the plant level Natural gas supply . Select Popup menu > PCT loop

Example:

Select the plant level Natural gas supply. Select Popup menu > PCT loop > Insert consumer. Enter the identifier EU for the editing function. Enter the number 900.

EU for the editing function. Enter the number 900 . 6. Click [OK] . The consumer

6. Click [OK].

The consumer is inserted into the plant structure.

Creating and Managing the Plant Structure

7. Select the consumer in the Tree tab.

8. To open the functional view editor, select the menu items Project > PPE > Functional view (editing).

The properties of the consumer are displayed in the PCT loop properties dialog.

9. Select the PCT loop tab.

10. Enter a descriptive name for the consumer into the Designation field.

Example:Enter Natural gas pump .

Enter Natural gas pump.

Creating a PCT Loop Function

You can insert a PCT loop function into a PCT loop (loop and consumer). On insertion, the PCT loop function automatically adopts the measurand of the superior PCT loop.

Project > PPE > Functional view navigator > Tree tab.

1. Select a PCT loop.

2. Select Popup menu > Insert PCT loop function.

The PCT loop function is directly inserted into the plant structure. The PCT loop function properties dialog opens.

3. In the PCT loop function tab, enter the identifier for the editing func- tion of the PCT loop function into the second part of the Function number field.

4. Enter a descriptive name for the PCT loop function into the Designa- tion field.

Example:Create a total of three PCT loop functions. Select the PCT loop PRCA-946 . Select

Create a total of three PCT loop functions.

Select the PCT loop PRCA-946. Select Popup menu > Insert PCT loop function. In the PCT loop function tab, enter the identifier R

Creating and Managing the Plant Structure

for the editing function Register into the second part of the function number field. The function number of the PCT loop is then PR 946. Enter the text Registration function into the Designation field.

Create the second PCT loop function with the editing function C and the designation Control function. Create the third PCT loop func- tion with the editing function A- and the designation Alarm func-

tion.

function A- and the designation Alarm func- tion . Creating a PCT Loop Element You can

Creating a PCT Loop Element

You can create a PCT loop element by inserting the PCT loop element into a PCT loop. Please also specify the device type. You can insert a PCT loop element at any plant level, in PCT loops and in PCT loop func- tions.

Project > PPE > Functional view navigator > Tree tab.

1. Select a PCT loop.

2. Select Popup menu > Insert PCT loop element.

3. In the Mounting location group box, select an option for the locality of the PCT loop element.

4. In the Device group group box, select an option for the device group of the PCT loop element.

Creating and Managing the Plant Structure

All device types that are compatible with the measurand of the superior PCT loop, the selected mounting location, and the selected device group are displayed in the Device type field. A preselection of device types defined in the assigned master data library are dis- played.

5. Select a device type and click [OK].

The PCT loop element is inserted into the plant structure.

Example: Select the PCT loop TRCA+ 945 . Select Popup menu > Insert PCT loop

Example:

Select the PCT loop TRCA+ 945. Select Popup menu > Insert PCT loop element. The dialog Specify device type TRCA+ 945 opens. Select the options On-site and Sensors. Select the device type

Temperature sensor resistive (PT100). Click [OK].

Sensors . Select the device type Temperature sensor resistive (PT100) . Click [OK] . 30 EPLAN

Editing and Managing Properties

Editing and Managing Properties

What are additional properties?

For project planning of instrumentation and control technology, you need properties describing the process management structure of plant levels and plant objects. The additional properties in EPLAN PPE can be used for this. You can either use the existing standard PPE properties con- tained in the program or create your own user-defined properties.

Additional properties

Meaning

Default PPE properties

The default PPE properties are write-protected standardized prop- erties contained in the program.

User-defined properties

User-defined properties are proper- ties that you or a third-party have created. These properties are not write-protected.

Where are the additional properties managed?

You can manage the additional properties from within the project and / or the master data library. Default PPE properties that you have not yet copied into the project are not present in the project. You can recognize the status of a property from the icon in the Edit properties dialog.

Icon

Status

Meaning

Default PPE prop- erty in the program The property exists in the program but is

Default PPE prop- erty in the program

The property exists in the program but is not yet pre- sent in the project.

Default PPE prop- erty in the project The property has been in- serted into the

Default PPE prop- erty in the project

The property has been in- serted into the project.

User-defined prop- erty from master data The property was created in the master data and

User-defined prop- erty from master data

The property was created in the master data and is lo- cated there.

User-defined prop- erty from project master data Property of the master data inserted into the

User-defined prop- erty from project master data

Property of the master data inserted into the project.

Editing and Managing Properties

Icon

Status

Meaning

User-defined Prop- erty in the project The property was created within the project.

User-defined Prop- erty in the project

The property was created within the project.

Tip: In the detailed planning phase, you can place PPE default properties in EPLAN Electric

Tip:

In the detailed planning phase, you can place PPE default properties in EPLAN Electric P8 schematics. This allows you to display information from the instrumentation and measurement technology in the electro- technical documentation.

Specifying Property Groups

You use property groups to clearly manage properties and facilitate ac- cess to the properties. If you don't want to use the default property groups, you can specify your own property groups.

Options > Settings > Projects > "project name" > PPE > PCT loop property groups

1. In the columns Loops and Consumers, enter names for loop and consumer groups into the lines Group 1 to Group 8.

2. Click [OK].

Example: Enter 8 group names for loops into the Loop column. Group 1: Gen- eral

Example:

Enter 8 group names for loops into the Loop column. Group 1: Gen-

eral measuring point, Group 2: Measured medium data, Group 3: Measuring-point data, Group 4: Instrumentation data, Group 5: Regulating substance data, Group 6: Control point data, Group 7: Actuator data, Group 8: Miscellaneous measur- ing point.

Enter 8 group names for consumers into the Consumer column.

Group 1: General consumer, Group 2: Type of consumer, Group 3: Electrical consumer data, Group 4: Mechanical consumer data, Group 5: Activation of consumer, Group 6: Start-up data of consumer, Group 7: Construction data, Group 8: Mis- cellaneous consumer.

Editing and Managing Properties

Editing and Managing Properties Creating a Property Project > PPE > Properties > Edit 1. In

Creating a Property

Project > PPE > Properties > Edit

1. In the Edit properties <project name dialog, click the Property field.

2. Select Popup menu > New.

3. Enter the name of the new property.

Example: Enter Components corrosive .

Example:

Enter Components corrosive.

Editing and Managing Properties

Editing and Managing Properties 4. Click the Property field once more. If a property with a

4. Click the Property field once more.

If a property with a similar name already exists, the Compare properties dialog opens. All similar properties are displayed in the Similar properties field.

Example: In the Compare / create properties dialog, in the Similar proper- ties field, the

Example:

In the Compare / create properties dialog, in the Similar proper- ties field, the PPE default property Corrosive components that is similar to this new property Components corrosive is displayed.

Editing and Managing Properties

Editing and Managing Properties 5. To use an existing property, select the existing property in the

5. To use an existing property, select the existing property in the Simi- lar properties field and click [Use].

No new property is created.

6. To create the new property, click [Create].

Example: Create the new property Components corrosive . Click [Create] .

Example:

Create the new property Components corrosive. Click [Create].

The property is created and is automatically present in the current project.

The property is available project-wide in all PCT objects, forms, and documents.

Copying a Property into a Project

To create default values for properties, the properties must exist in the project. User-defined properties that you have created from within the project are automatically present in the project once they have been cre- ated. You must copy default PPE properties into the project.

Project > PPE > Properties > Edit

1. Select a default PPE property in the Edit properties (<project name>) dialog.

Editing and Managing Properties

2. Select Popup menu > Add to project.

Example: Select the property State of aggregation . Select Popup menu > Add to project

Example:

Select the property State of aggregation. Select Popup menu > Add to project. If the menu item is not available, the property al- ready exists in the project.

not available, the property al- ready exists in the project. Predefining Values You can predefine default

Predefining Values

You can predefine default values for properties. Once you have used the functional view editor to define the additional properties for the plant ob- ject then you can access these predefined values.

Project > PPE > Properties > Edit

1. To edit a property, select a property in the Property field of the Edit properties (<project name>) dialog.

2. Click in the Value range field.

3. Enter a value and press [ENTER].

Editing and Managing Properties

If the property does not yet exist in the project, a message dialog is displayed. Click [OK].

4. Enter a second value and press [ENTER].

Example: Click in the Property field. Press the [C] key. The cursor jumps to the

Example:

Click in the Property field. Press the [C] key. The cursor jumps to the letter C. Select the new property Components corrosive. Click the Value range field and enter Yes for the first value. Press [EN- TER]. Enter No for the second value.

Define the values for two further properties. Select the property Sta- te of aggregation. In the Value range field enter the values Solid, Liquid, and Gaseous under each other. For the property De-

gree of protection enter the values IP34, IP40, IP44, IP50

under each other.

enter the values IP34, IP40, IP44, IP50 under each other. Preselecting Properties Properties are grouped into

Preselecting Properties

Properties are grouped into property groups. In order to group properties you must preselect them for the property groups.

Project > PPE > Properties > Edit

Editing and Managing Properties

1. In the Edit properties (<project name>) dialog, select a property from the Property group box.

2. To preselect the property for property groups, select all the desired property groups in the Used in group box.

Example:Select the new property Components corrosive . Select the check boxes for the property groups

Select the new property Components corrosive. Select the check boxes for the property groups Measured medium data and Regu- lating substance data.

Make a preselection for three more properties. Select the property State of aggregation and select the property group Measured medium data. For the property Measured medium also select the property group Measured medium data. For the property Degree of protection select the property group Measuring-point data.

3. Click [Close].

Managing and Grouping Loop Properties

You group loop properties by assigning the properties to property groups. When grouping loop properties, you can also define the ordering of the properties.

1. Select the menu items Project > PPE > Properties > Loops.

A tab for every property group is displayed in the Loop proper- ties dialog.

2. To group a loop property, first select a tab.

Example:Select the Measured medium data tab.

Select the Measured medium data tab.

3. Select Popup menu > New and click [

].

The subsequent dialog shows all properties that you preselected for the property group using Project > PPE > Properties > Edit.

4. Select a property and click [OK].

Editing and Managing Properties

Example: Select the property Measured medium . Click [OK] .

Example:

Select the property Measured medium. Click [OK].

5. The property is entered into the tab and is assigned to the property group as a loop property.

6. Group other loop properties in the same way.

Example:Select the tab Measured medium data and then select the proper- ties Components corrosive and

Select the tab Measured medium data and then select the proper-

ties Components corrosive and State of aggregation one after

each other. Select the tab Measuring-point data and then select the

property Degree of protection.

Editing Loop Properties

Project > PPE > Functional view navigator > Tree tab.

1. Select a loop.

2. Select the menu items Project > PPE > Functional view (editing).

3. Select the Additional properties tab.

4. Select a property group from the Property groups for PCT loops drop-down list.

All loop properties that you have grouped in the selected property group are displayed.

Example: Select the PCT loop TRCA+ 945 . In the Additional properties tab, select the

Example:

Select the PCT loop TRCA+ 945. In the Additional properties tab, select the property group Measured medium data.

Assigning Predefined Values

1. To edit the value of a property, click the Value column.

If values have been predefined for the property then the [ ton is displayed.

] but-

Editing and Managing Properties

2.

Click [

],

then select a value in the subsequent dialog and click

[OK].

The value is entered into the Value column.

Example: Next to the State of aggregation property, click the Value col- umn. Select the

Example:

Next to the State of aggregation property, click the Value col- umn. Select the predefined property Gaseous from the subsequent dialog.

Next to the Components corrosive property, click the Value col- umn. Select the predefined property No from the subsequent dialog.

Assigning New Values

1. To enter a value that is not predefined, click the Value column and enter the value directly.

Example:Next to the Measured medium property, click the Value column and enter the value Steam

Next to the Measured medium property, click the Value column and enter the value Steam.

2. Edit all the desired loop properties for the other property groups in the same manner.

Example: Edit a third property of another property group. Select the property group Measuring-point data

Example:

Edit a third property of another property group.

Select the property group Measuring-point data. Next to the De- gree of protection property, click the Value column. Select the predefined property IP45 from the subsequent dialog.

Editing and Managing Device Specifications

Editing and Managing Device Specifications

What is a device specification?

A device specification contains all data relevant to a device. They define

(e.g.) parts.

If you wish to insert devices into your plant structure at a later time, you

don't need to assign individual data to each device, but can assign the whole specification. Defining a standard specification enables you to use one specification for several devices.

Tip: For the detailed planning phase, assigned parts may contain additional information, such as function

Tip:

For the detailed planning phase, assigned parts may contain additional information, such as function templates or symbols for placing compo- nents in the plan.

Creating a Specification

When you create a specification, you can specify a device type and part

in addition to the procedural properties. Device types are defined and

managed in the master data library. Parts are created and managed in

the parts manager.

Project > PPE > Specifications

Creating a Specification

1. Select the Project option in the Specification from group box.

2. Click (New).

3. Enter a unique specification number in the Create specification dia- log.

specification number in the Create specification dia- log. Example: Enter 0-T-3 . 4. Click [OK] .
Example: Enter 0-T-3 .

Example:

Enter 0-T-3.

4. Click [OK].

Editing and Managing Device Specifications

The Edit specification dialog opens.

The Device type drop-down list displays all device types defined in the assigned master data library.

5. Select a device type.

The Device group field displays the device group that the device type belongs to.

Example:Select the device type Temperature sensor resistive (PT100) . The value Sensors is displayed in

Select the device type Temperature sensor resistive (PT100).

The value Sensors is displayed in the device group field.

6. Enter optionally a remark.

7. Enter a type number, if necessary.

Example:Enter the type number TR 21 .

Enter the type number TR 21.

Assigning Parts

1. To select parts for the specification, click field.

Parts 1. To select parts for the specification, click field. (New) above the Parts In the

(New) above the Parts

In the Part selection dialog, the parts from the parts database that you selected using Options > Settings > User > Management > Parts management are displayed.

2. Select a part in the Tree tab of the Part selection dialog.

3. Check the properties of the part shown in the right side of the dialog.

4. To accept the part, click [OK].

The part is entered in the Part field.

5. Select other parts in the same way.

6. To specify the quantity for a selected part, click the Number of units/ quantity column and enter the quantity.

Editing and Managing Device Specifications

Defining Properties

1. To enter the sales price of all selected parts in the Sales price field in line with the quantity displayed, click [Calculate].

2. To specify procedural properties for the specification, double-click

the Properties column and then click [

].

3. Select a property in the Select dialog and click [OK].

4. Enter a value in the Value field.

5. To select a predefined value, click [

6. Select a value in the Select dialog and click [OK].

]

in the Value column.

The value is entered.

7. Specify other properties and values in the same way.

8. Click [Close].

The specification is displayed in the Specifications dialog and is available in the project.

9. Click [OK].

Assigning a Specification to a PCT Loop Element

When you assign a specification to PCT loop elements, the properties of the specification are linked to the PCT loop elements. This simplifies the central management and upkeep of the specifications data. Subsequent changes and enhancements to the specification are automatically adopted by all PCT loop elements linked to the specification.

You define specific properties for a single PCT loop element using the Additional properties tab.

Project > PPE > Functional view navigator > Tree tab.

1. Select a device.

Editing and Managing Device Specifications

Example:In the PCT loop "TRCA+ 945", select the device " Temperature sen- sor resistive (PT100)".

In the PCT loop "TRCA+ 945", select the device " Temperature sen- sor resistive (PT100)".

2. Select the menu items Project > PPE > Functional view (editing).

3.

Click [

In the Select specification dialog, the specifications are filtered and all specifications matching the selected device type are dis- played.

]

in the Device tab next to the Specification field.

4. Select a specification and click [OK].

Example:Select the specification with the specification number "0-T-3".

Select the specification with the specification number "0-T-3".

The specification number is entered in the Specification field. The specification is assigned to the device.

is entered in the Specification field. The specification is assigned to the device. 44 EPLAN PPE

Editing and Managing Orders

Editing and Managing Orders

What are orders?

Orders allow you to define the areas of responsibility within a plant in your project.

You can assign an order to each individual PCT loop in the functional view navigator. This provides you with an additional property for PCT loops that can also be used as filter criteria when lists and documents are created. You can, for example, generate a list containing all PCT loops or PCT loop elements that are the responsibility of the subcontrac- tor.

Tip: In the functional view navigator, you can filter your PCT loops by order in

Tip:

In the functional view navigator, you can filter your PCT loops by order in the List tab by using Popup menu > View.

Creating an Order

You can create an order by entering various order properties. If you wish to assign a PCT loop to one of several existing orders, the "Order desig- nation", "Customer", and "Remark" properties are displayed when the relevant order is selected.

Project > PPE > Orders

1. In the Orders dialog, click

2. In the Create order dialog, enter a unique order designation.

the Create order dialog, enter a unique order designation. (New). Example: Enter Re-design Splitting Plant .

(New).

Example:Enter Re-design Splitting Plant .

Enter Re-design Splitting Plant.

3. Click [OK].

4. In the Edit order dialog, enter the order properties.

Example:Enter the short name of the project editor into the Edited by field. In the

Enter the short name of the project editor into the Edited by field. In the Order value field, enter the value 25,000.00. In the Delivery

Editing and Managing Orders

date field, enter the date 31/12/2006. In the Creation date field, en- ter the date 31/12/2007. Enter Construction into the Department field. In the Remarks field, enter the value Second Order.

5. Click [OK].

The order is displayed in the list of created orders in the Orders dialog.

6. Click [OK].

of created orders in the Orders dialog. 6. Click [OK] . Assigning an Order You can

Assigning an Order

You can assign an order to each individual PCT loop.

Project > PPE > Functional view navigator > Tree tab.

1. Select a PCT loop in the Functional view <project name> dialog.

Example: Select the PCT loop TRCA+ 945 .

Example:

Select the PCT loop TRCA+ 945.

2. Select the menu items Project > PPE > Functional view (editing).

Editing and Managing Orders

3. Select the PCT loop tab.

4. Select an order from the drop-down list.

Example: Select the order Re-design Splitting Plant .

Example:

Select the order Re-design Splitting Plant.

The selected PCT loop is assigned to the order.

Editing and Managing PCT Forms

Editing and Managing PCT Forms

What are forms?

Forms are reusable templates that allow you to output the project data in

a transparent and structured format as data sheets or lists and use these

for the plant documentation. You can generate data sheets and lists that

are available temporarily as working papers or permanently as docu- ments.

What are data sheets and data lists?

A data sheet shows the data for one plant object. Among this data is

(e.g.) the PCT loop sheet.

A data list shows several plant objects. Among this data is (e.g.) the PCT

loop list.

What are form objects?

Form objects are objects that can be placed on forms. The following ta- ble shows a selection of possible objects.

Icon

Object

Meaning

 

Placeholder  A placeholder is filled with project data when a re-

A

placeholder is filled with project data when a re-

port is generated.

 

Table  A table contains one or more placeholders, format-

A

table contains one or more placeholders, format-

ting and structure elements. The placeholders are filled with project data when a report is generated. The formatting and structure elements remain un- changed.

 

Text  Text is a formatting and structure element. Text is not changed when a report is

Text is a formatting and structure element. Text is not changed when a report is generated.

Line  A line is a formatting and structure element. Lines

 

A

line is a formatting and structure element. Lines

are not changed when a report is generated.

 

Circle  A circle is a formatting and structure element. Cir-

A

circle is a formatting and structure element. Cir-

cles are not changed when a report is generated.

Editing and Managing PCT Forms

Opening a Form

Project > PPE > Documents

1. Select the Forms tab.

All forms that you have loaded from the project template or the basic project are displayed.

2. Double-click a form.

The form opens in the graphical editor.

Importing a Form

If your project does not contain any forms, you can subsequently import forms into your project. This can occur if (e.g) you have used a basic pro- ject without forms or you have not loaded forms from the project template when you created your project. As standard, PPE forms are located in

the directory Forms\<Company Code>\PPE.

Project > PPE > Documents

1. Select the Forms tab.

2. Select your project.

3. Click [Import].

4. The standard directory for PPE forms is displayed in the Import form dialog.

5. Select a form *.ewf, and click [Open].

The form is displayed in the Forms tab and is available in the pro- ject.

Creating a Form

All forms that you create in the form navigator are automatically part of the project. Each form is based on a report type. The report type allows project data of the same type to be output.

Editing and Managing PCT Forms

Project > PPE > Documents

1. Select the Forms tab.

2. Select Popup menu > New.

3. Enter a unique name for the form.

Example:Enter Empty Form .

Enter Empty Form.

4. Click the tab.

5. Double-click the form.

The form opens in the graphical editor.

6. To specify the form properties, select the menu items Insert > Set- tings.

7. Select the required report type from the Report type drop-down list.

Example:You must use the report type "PCT loops" to define a form for a PCT

You must use the report type "PCT loops" to define a form for a PCT instrument sheet. Select the report type "PCT loops".

8. Click [OK].

An empty form is created.

The method used to place and edit form objects in forms is explained in the following chapters.

Closing and Saving a Form

Once you have edited or changed a form, then it is necessary to save the changes. You are prompted to save the form when you close the form or change to a different form.

1. Click

2. Click [Yes] in the message dialog.

form. 1. Click 2. Click [Yes] in the message dialog. in the upper right of the

in the upper right of the graphical editor.

Editing and Managing PCT Forms

Example: You do not need the empty form for the practice project. You can just

Example:

You do not need the empty form for the practice project. You can just close the empty form without saving it.

Creating a Form for a Data Sheet

The easiest way to create a data sheet is to copy a PPE data sheet de- livered with the system and then modify it to suit your needs.

Project > PPE > Documents

Copying a Form

1. Select the Forms tab.

2. Select a data sheet form.

Example:Select the form "PCT Loop Sheet".

Select the form "PCT Loop Sheet".

3. Select Popup menu > Copy.

4. Select Popup menu > Paste.

5. Enter a name for the form.

Example: Enter Practice-PCT Loop Sheet .

Example:

Enter Practice-PCT Loop Sheet.

The form is copied into the project.

6. Double-click the copied form.

The form opens in the graphical editor.

7. To enlarge the view of the form, click

graphical editor. 7. To enlarge the view of the form, click Editing Existing Text Text is

Editing Existing Text

Text is displayed in black in forms.

(Zoom in) in the toolbar.

1. To edit existing text, double-click the text.

Editing and Managing PCT Forms

2. In the dialog Edit text element, in the Text field, enter some text or change the existing text.

Example:Double-click "PCT loop designation" below the text "Data sheet" and "PCT loops". In the Edit

Double-click "PCT loop designation" below the text "Data sheet" and "PCT loops". In the Edit text element dialog, change the text PCT

loop designation to PCT Loop number.

the text PCT loop designation to PCT Loop number . 3. Click [OK] . The text

3. Click [OK].

The text is placed on the form.

Editing an Existing Placeholder

Placeholders are displayed in green in forms.

1. To edit an existing placeholder, double-click a placeholder.

Example:Double-click the placeholder "PCT loops->Designation" below the text "Data sheet" and "PCT loop

Double-click the placeholder "PCT loops->Designation" below the text "Data sheet" and "PCT loop number".

2. In the Property placement dialog, click [

3. Select a property in the Select property dialog.

]

next to the property field.

Editing and Managing PCT Forms

Example : In the folder "Properties > PCT loops", select the property "PCT loop number".

Example:

In the folder "Properties > PCT loops", select the property "PCT loop number".

4. Click [OK].

the property "PCT loop number". 4. Click [OK] . 5. In the Property placement dialog, click

5. In the Property placement dialog, click [OK].

The placeholder is placed on the form.

Inserting New Text

1. To insert new text, select the menu items Insert > Text, and drag a rectangle in the form using the mouse pointer crosshairs.

2. Enter the text into the Edit text element dialog and click [OK].

Editing and Managing PCT Forms

Inserting a New Placeholders

1. To insert a new placeholder, select the menu items Insert > Place- holder, and drag a rectangle in the form using the mouse pointer crosshairs.

2. In the Property placement dialog, click [

]

next to the property field.

3. Select a property in the Select property dialog.

4. Click [OK].

5. In the Property placement dialog, click [OK].

6. To close and save the form, click editor.

7. Click [OK] in the EPLAN PPE message dialog.

editor. 7. Click [OK] in the EPLAN PPE message dialog. in the upper right of the

in the upper right of the graphical

Creating a Form for a Data List

The easiest way to create a data sheet is to copy a PPE data sheet de- livered with the system and then modify it to suit your needs. Data lists are output in tabular form.

Project > PPE > Documents

Copying a Form

1. Select the Forms tab.

2. Select a data list form.

Example: Select the form "PCT loop list".

Example:

Select the form "PCT loop list".

3. Select Popup menu > Copy.

4. Select Popup menu > Paste.

5. Enter a name for the form.

Editing and Managing PCT Forms

Example: Enter Practice-PCT-Loop-List .

Example:

Enter Practice-PCT-Loop-List.

The form is copied into the project.

6. Double-click the copied form.

The form opens in the graphical editor.

Editing a Table

1. To change the text in column headings, double-click the heading text.

2. Enter the changed text into the Text field of the Edit text element dialog.

Example:Double-click the column header "PI" or another one. In the Edit text element dialog, change

Double-click the column header "PI" or another one. In the Edit text element dialog, change the existing text to Measurand.

3. Click [OK].

4. To change the placeholder belonging to a table column, double-click any desired column.

The Set up table dialog opens.

A placeholder is displayed for each table column in the Columns field.

5. Select the placeholder you wish to change.

Example: You have renamed the "PI" column to "Measurand". You now wish to change the

Example:

You have renamed the "PI" column to "Measurand". You now wish to change the associated placeholder. Double-click a column in the form. In the Set up table dialog, in the Columns field, select the pla- ceholder "Plants->PI-overall code".

6. In the Columns group box, click [

7. Select a property in the subsequent dialog.

]

next to the Column name field.

Editing and Managing PCT Forms

Example: In the folder "Properties > PCT loops", select the property "Meas- urand". The placeholder

Example:

In the folder "Properties > PCT loops", select the property "Meas- urand". The placeholder "PCT loops->Measurand" is entered.

placeholder "PCT loops->Measurand" is entered. 8. Click [OK] . 9. To close and save the form,

8. Click [OK].

9. To close and save the form, click editor.

10. Click [OK] in the EPLAN PPE message dialog.

editor. 10. Click [OK] in the EPLAN PPE message dialog. in the upper right of the

in the upper right of the graphical

Generating Temporary Project Reports

Generating Temporary Project Reports

What are reports?

Reports allow you to execute a query regarding the project based on forms, and output specific project data using filter and sorting criteria.

What are temporary reports?

You can generate reports on project data as a temporary list or tempo- rary data sheet. The form is filled with data but is not saved. The blank form is retained as a template. You can use temporary reports for (e.g.) testing your form or directly printing project data in a structured form.

Tip: You can save generated data sheets and data lists by selecting the Generate documents

Tip:

You can save generated data sheets and data lists by selecting the Generate documents check box before generating the report. This pro- cedure is described in the chapter "Generating and Managing Docu- ments".

Generating a Temporary Data Sheet

Project > PPE > Documents

1. Select the Forms tab.

2. Select a data sheet form.

Example:Select the form "Practice PCT loop sheet".

Select the form "Practice PCT loop sheet".

3. Select Popup menu > Generate report.

Example:Check that no filter is entered in the Filter field. To delete a filter, se-

Check that no filter is entered in the Filter field. To delete a filter, se-

lect the filter and then click

.
.

Generating Temporary Project Reports

4. To define the sequence in which the data sheets are output, in the Define sorting group box, select a property from the Property drop- down list.

Example: Select the property "Designation". The temporary reports are output in alphabetical order.

Example:

Select the property "Designation". The temporary reports are output in alphabetical order.

The temporary reports are output in alphabetical order. 5. Click [OK] . Temporary reports are generated.

5. Click [OK].

Temporary reports are generated.

The data sheet of the first plant object is displayed in the graphical editor. The sorting defines which plant object is the first one.

Paging Through Temporary Reports

1. To page through the data sheets of the other plant objects, click (Next page) in the toolbar.

2. To open a specific data sheet of a plant object, click Popup menu > Go to ( graphic / page / document).

sheet of a plant object, click Popup menu > Go to ( graphic / page /

Generating Temporary Project Reports

3. Select the desired plant object in the Select document dialog.

4. Click [OK].

The data sheet of the selected plant object is displayed in the graphical editor.

5. To close temporary reports, click editor.

editor. 5. To close temporary reports, click editor. in the upper right of the graphical Generating

in the upper right of the graphical

Generating a Temporary Data List

Project > PPE > Documents

1. Select the Forms tab.

2. Select a data list form.

Example: Select the form "Practice PCT loop list".

Example:

Select the form "Practice PCT loop list".

3. Select Popup menu > Generate report.

Example:Check that no filter is entered in the Filter field. To delete a filter, se-

Check that no filter is entered in the Filter field. To delete a filter, se-

lect the filter and then click

.
.

4. To define the sequence in which the plant objects are output in the data list, in the Define sorting group box, select a property from the Property drop-down list.

Example: Select the property "Measurand". The plant objects are output in the temporary reports sorted

Example:

Select the property "Measurand". The plant objects are output in the temporary reports sorted by measurand.

5. Click [OK].

Temporary reports are generated.

The first page of the data list is displayed in the graphical editor. The number of pages in the data list depends on the number of re- ported plant objects.

Generating Temporary Project Reports

Paging Through Temporary Reports

Temporary Project Reports Paging Through Temporary Reports 1. To page through the data list pages, click

1. To page through the data list pages, click bar.

2. To open a specific page in the data list, click Popup menu > Go to (graphic / page / document).

3. Enter a page number into the subsequent dialog and click [OK].

(Next page) in the tool-

The specified page is displayed in the graphical editor.

4. To close temporary reports, click editor.

editor. 4. To close temporary reports, click editor. in the upper right of the graphical Tip:

in the upper right of the graphical

Tip: You can store the standard filtering and sorting settings in the form by selecting

Tip:

You can store the standard filtering and sorting settings in the form by selecting Popup menu > Filter & sorting. In the Filter and sorting dia- log, define the filter and sorting criteria for the form and click [OK].

Creating and Managing Documents

Creating and Managing Documents

What are documents?

For the plant planning of your PCT plant, you need comprehensive documentation. Documents are part of the documentation that you cre- ate in EPLAN PPE and manage in the document navigator. This includes data sheets and data lists (e.g., PCT loop sheets and PCT loop lists). You create documents by generating project data reports based on a form.

What are pages?

Pages are part of the documentation that you manage in the page navi- gator. This includes mounting diagrams (e.g., PCT loop plans / schemat- ics) and reports of the detail plan (e.g., cable overviews). You can create and manage mounting diagrams in EPLAN PPE.

Note: You create electrotechnical plans (loops, PCT loop diagrams, loop plans, schematics) in EPLAN Electric

Note:

You create electrotechnical plans (loops, PCT loop diagrams, loop plans, schematics) in EPLAN Electric P8.

Creating a Data Sheet Document

Data sheet documents include (e.g.) PCT loop sheets.

Project > PPE > Documents.

Select form

1. Select the Forms tab.

2. Select a form.

Example: Select the form "Practice PCT loop sheet".

Example:

Select the form "Practice PCT loop sheet".

3. Select Popup menu > Generate report.

Creating and Managing Documents

Example: Check that no filter is entered in the Filter field. To delete a filter,

Example:

Check that no filter is entered in the Filter field. To delete a filter, se-

lect the filter and then click

.
.

Defining a Document Name

1. Select the Generate document check box.

2. To automatically generate the document name, leave the Document

name field empty, or use [

]

to select a property.

Example:For the exercise project, you do not need to enter anything into the Document name

For the exercise project, you do not need to enter anything into the Document name field. When PCT loop sheets are generated, the PCT loop number of the PCT loop is automatically entered into the document name of the PCT loop sheets.

Generating a Document

1. Click [OK].

2. Click [Yes] in the EPLAN PPE message dialog.

The documents are generated.

3. Select the Documents tab.

4. Press [F5] to update the view.

The documents are displayed in the Documents tab.

Example: If you have not specified a filter, a PCT loop sheet is displayed for

Example:

If you have not specified a filter, a PCT loop sheet is displayed for every PCT loop in the project.

Creating and Managing Documents

Creating a Data List Document

Data list documents include (e.g.) PCT loop lists.

Project > PPE > Documents.

Select a Form

1. Select the Forms tab.

2. Select a form.

Example: Select the form "Practice PCT loop list".

Example:

Select the form "Practice PCT loop list".

3. Select Popup menu > Generate report.

Defining Filters and Sorting

1. To define a filter, click

2. In the Define filter dialog, click [

3. Select a property in the Properties dialog.

click [ 3. Select a property in the Properties dialog. (New) in the Generate reports dialog.

(New) in the Generate reports dialog.

]

next to the Property field.

Example: :

In the folder "Properties > PCT loops", select the property "Meas- urand".

4. Click [OK].

5. Select an entry from the Operator drop-down list in the Define filter dialog.

Example: Select the operator =.

Example:

Select the operator =.

Depending on the selected property, all values present in the pro- ject are displayed in the Value drop-down list.

6. Select a value in order to filter according to a particular value.

Creating and Managing Documents

Example: Since you have chosen the "Measurand" property, the Value drop- down list shows all

Example:

Since you have chosen the "Measurand" property, the Value drop- down list shows all measurands in the project. These are the meas- urands "P" and "T". Select the value "T".

7. Click [OK].

The filter is entered in the Filter field.

8. To output the plant objects in a particular sequence in the data list, select a property in the Define sorting group box.

Example:Select the property "Number".

Select the property "Number".

Defining Document Names

1. Select the Create document check box.

2. Enter a name for the document into the Document name field.

Example: Enter PCT Loops - Re-design Splitting Plant .

Example:

Enter PCT Loops - Re-design Splitting Plant.

the Document name field. Example: Enter PCT Loops - Re-design Splitting Plant . 64 EPLAN PPE

Creating and Managing Documents

Generating a Document

1. Click [OK].

2. To directly generate all pages, click [Yes] in the EPLAN PPE mes- sage dialog.

The documents are generated.

3. Select the Documents tab.

4. Press [F5] to update the view.