Sub CE P&C Fund Practice Workbook

Practice Workbook
This workbook is designed for use in Live instructor-led training and for OnDemand selfstudy.
The explanations and demonstrations are provided by the instructor in the classroom, or in the OnDemand
eLectures of this course available on the Bentley LEARN Server (learn.bentley.com).
This practice workbook is formatted for on-screen viewing using a PDF reader.
It is also available as a PDF document in the dataset for this course.
Bentley Substation CONNECT Edition

P&C Fundamentals
In this course, you will learn the fundamental tools and features of the Bentley Substation CONNECT Edition
design environment. You will learn how page modes, part numbers, device tags, design consideration checks
and reports all work together to produce fast, efficient and accurate electrical designs.
TRNC03626-1/0001
DO NOT DISTRIBUTE - Printing for student use is permitted

Description and Objectives
Course Description
This workbook contains exercises using Bentley Substation CONNECT Edition workflows and tools.
Skills Taught
 Working with WorkSpaces and WorkSets
 Project Manager
 Wires
 Drawing Elements
 Device Families
 PLC and Smart Relays
 Wire Links and Wire Numbers

 Working with Modes
 Reports and Error Checking
Copyright © 2019 Bentley Systems, Incorporated DO NOT DISTRIBUTE - Printing for student use is permitted 2
Please note:
Bentley Substation CONNECT Edition uses a SQL database to store project related information. A version of SQL Server Express is
included with the Bentley Substation CONNECT Edition installation.
Installing SQL Server Express from the Substation installation file will install SQL Server Express with an instance name of
BENTLEYECAD. The installation wizard must be run on the machine on which SQL Server is to be installed. If it is run on the
workstation, it will be installed on the workstation and not a different machine such as a network server.
SQL Server Express can also be downloaded from Microsoft and installed independently of the software.
When a local BENTLEYECAD instance of SQL Server is detected when Substation is first run after installation, the software will attempt
to create a project database.
If a local BENTLEYECAD instance is not detected, please see “Creating and Updating the Project Database” on Bentley Communities.
Bentley Substation CONNECT Edition P&C Fundamentals
Welcome to the Bentley Substation CONNECT Edition P&C Fundamentals course!
This Fundamentals hands-on training workshop teaches how to use the fundamental tools and features of the Bentley Substation CONNECT
Edition design environment. You will learn how page modes, part numbers, device tags, design consideration checks and reports all work
together to produce fast, efficient, and accurate electrical designs.
Before you begin, please download and unzip the practice workbook for this course. The PDF works great on a tablet!
Working with WorkSpaces and WorkSets
Module Description
In Bentley Substation CONNECT Edition, a WorkSpace is the organizational grouping for Worksets. The WorkSets are used to apply
configuration settings to projects. Template WorkSets are provided, and should be used to drive the creation of new WorkSets. This allows
you to apply project specific settings to any new project that you create.
In this lesson we will:
 Create a new WorkSet named TrainingWorkset
 Create a new Project named T-Project01
 Create a new Project Page (Single Line Mode drawing)
1. Launch Bentley Substation CONNECT Edition from the desktop icon. If the ProjectWise Log in dialog appears, click Cancel.
2. Select the Start a work session tab (blue arrow) on the right-hand side of the Welcome Page.
3. When the Work Session Page appears, use the WorkSpace picker and set the active WorkSpace to Substation ANSI-IEEE Example
4. Use the WorkSet picker and then select + Create WorkSet
5. In the Create WorkSet dialog, fill in the Name, Description, and select the _Template_ANSI-IEEE as shown, then click OK.
6. In the Project Manager > Admin section, select the New / Modify Project tool:
7. In the New Project dialog, fill in the Project name and Project Description as shown, and then click OK.
The new project named T-Project01 is now created and ready to use, within the WorkSet named TrainingWorkset.
In the next exercise, we will create a new project page (i.e. a new Single Line Mode drawing).
Create a new project page
1. In the New Page dialog, fill in all fields exactly as shown, and then click OK.
The new project page will open. Notice how the title block contains some of the data entered in the New Page dialog.
Wires
Module Description
This module will explain the different types of wires and different methods for placing wires in Bentley Substation.
 Draw intelligent wires using the Draw Wire tool
 Change the color of wires
 Determine if two wires are connected or crossing
Wires - Overview
Wires are the primary means of connecting two devices in Bentley Substation. This module will cover the several different methods to place
wires on a drawing page as well as what differentiates wires from graphical lines. Finally, we will cover how to connect wires and how to tell if
two wires are connected to each other or if they are simply crossing paths.
Wires vs. Lines

Wires drawn in Bentley Substation are not the same as drawing lines. Wires have logical properties stored with them; these properties are not
present on a drawing line. It is the logical properties that allow for several of the functions in Bentley Substation, like wire numbers and
connection lists.
Draw Wire
The Draw Wire tool will enable you to draw a wire on the drawing page, using the current Attributes settings for line color, style, weight, and
transparency.
1. Continuing in page 1, select the Draw Wire tool in the Wiring ribbon group.
2. Place a data point (left click) to define the start point of the wire.
3. Move the mouse horizontally to the right, and place a data point to end the current segment of wire.
4. Next, move the mouse vertically down, and place a data point to end the second segment.
5. Reset (right click) to pause the wire placement.
Note: The Draw Wire command will stay active until a new command is selected.
6. In the Attributes ribbon group, change the active Line Style to 3, and then draw a second horizontal wire below the first wire drawn.
Notice how the second wire has a dashed line style, while the first wire has a continuous line style.
7. In the Attributes ribbon group, change the active Line Style to 0.
3 Phase Wire
The 3 Phase Wire command will draw three wires simultaneously. The wires will use the line color, style, weight, and
transparency that are currently set in the Attributes ribbon group, and the phases will be spaced to match the current
grid spacing.
The 3 phase wires will automatically phase if two, separate 3 phase wires are connected. Depending on how the wires
are connected, the phasing can connect in different methods.
1. Continuing in page 1, select all the wires on the drawing page and delete them.
2. Select the Multi-wire Tools > 3 Phase Wire tool in the Wiring ribbon group.
3. Place a data point in top left corner of the drawing page to mark the starting point of the wires.
4. Move the mouse vertically down the drawing page, enter a data point to end the wire segment, and then Reset.
5. Place a data point to the right of the newly drawn vertical 3 phase wire to start a second 3 phase wire.
6. Move the mouse horizontally towards the first 3 phase wire, enter a data point on top of the first phase, and then Reset.
7. Place a data point to the right of the vertical 3 phase wire, below the first horizontal 3 phase wire, to start a third 3 phase wire.
8. Move the mouse horizontally towards the first 3 phase wire, and enter a data point on top of the last phase.
Notice how the wires phased automatically in two different methods. If another 3 Phase wire were drawn with the starting point on top of
one of the existing phases, then all three phases of the new line will connect to the same phase of the exiting line.
Other Wire Tools
Wire (Continuous)
The Wire (Continuous) tool will draw a wire on the drawing page with a continuous line style. The line color, weight, and transparency of the
lines will match what is currently set in the Attributes toolbox.
Wire (Dashed)
The Wire (Dashed) tool will draw a wire on the drawing page with a dashed line style. The line color, weight, and transparency of the lines will
match what is currently set in the Attributes toolbox.
Wire (Center)
The Wire (Center) tool will draw a wire on the drawing page with a center line style. The line color, weight, and transparency of the lines will
match what is currently set in the Attributes toolbox.
When using the Draw wire, Wire(Continuous), Wire(dashed), and Wire(center) tools, the wire can turn a ninety degree corner automatically.
To use this function, simply move the mouse cursor both vertically and horizontally at the same time.
In the tool settings box, there is a toggle labeled Suppress unconnected 90 turns. If this box is checked when a wire segment is ended that
does not connect to a symbol, the 90 degree turn will be trimmed, leaving only a vertical or horizontal wire. If a wire needs to be drawn
diagonally, then the Enable Axis Lock toggle in the tool settings dialog should be unchecked.
Multi-wire
The Multi-wire tool will draw wires using a Multi-Line Style that is defined in the CAD drafting environment. Custom Multi-Line Styles can be
created to meet the requirements of the end user.
Polywire
Unlike other wire types in Bentley Substation, polywires do not mend together when they overlap. This feature allows you to place down
several overlapping wires in a small space, and the wires will behave as separate wires.
Multi-polywire
2. Use Select the Multi-wire Tools > Multi-polywire tool in the Wiring ribbon group.
3. Use View > Grid Snap to set the grid spacing to 0.5 inch (ANSI) or 10.0 mm (IEC)
4. Define the starting point of the Multi-polywire by placing a data point in the top left corner of the drawing page.
5. Draw three segments to the polywire forming a backwards ‘S’ with a vertical distance of approximately 6 inches (150 mm)
6. After the third segment is drawn, Reset.
The software will then prompt you to define the offset from the first line segment.
7. Define the offset from the first line segment as one grid point below the first segment.
Next, the software prompts you to define the offset from the last line segment.
8. Define the offset from the last line segment as two grid points below the last segment.
The final prompt is to Mark the position of the last line.
9. Define this point half way down the vertical portion of the polywire.
Notice how the software draws all polywires with the identical size and shape. Additionally, even though the wires overlap, they are still
treated as individual wires.
Wire Use
You can draw different types of wires on different layers or levels. The Wire Use drop down menu allows you to change the current wire
layer. Each wire layer can have different wire properties such as gauge, color and voltage.
Wire Connection Type
The Wire Connection Type tool allows you to toggle between node and diagonal wire connection types.
Draw Ladder
The Draw Ladder tool allows a wire ladder to be created automatically. The spacing between the rungs of the ladder is
adjustable to meet the required specifications. After the ladder is drawn, it is possible to edit the wires within the ladder
independently.
2. Select the Draw Ladder tool in the Wiring ribbon group.
3. Locate the Space Between Ladder Rungs dialog and enter a value of 2 (ANSI) or 40 (IEC). Values are in Master Units.
4. Enter a data point (left click) in the top left corner of the drawing page to mark the starting point of the ladder.
5. Move the cursor down and to the right, then enter a second data point to define the opposite corner.
6. Use the Element Selection tool to select one of the rungs within the ladder, and then press Delete.
Tip: Press the <space bar> to open the Popups Menu, for quick access to commonly used tool groups.
Additional Wire Tools
Insert Wire Link

The Insert Wire Link tool opens a special insert symbol dialog for placing wire links in a project.
Insert Cable
The Insert Cable tool opens a special insert symbol dialog for placing cables and cable cross reference symbols in a project.
Wiring Manager
The Wiring Manager allows you to assign and edit wire numbers, wire properties, labels on wires, and manipulate connections.
Cable Manager
The Cable Manager allows you to update cable text values for multiple cables.
Wire Sizing Database Editor

The Wire Sizing Database Editor will allow you to properly size the wires within a project, based on the connected devices and defined
standards. However, it goes far beyond simply determining the minimum requirement. The Wire Sizing Database Editor also helps you make
decisions in the power wiring design, to find an optimum balance between material costs and energy usage.
Connecting and Overlapping Wires
Connecting Wires
As mentioned previously, wires in Bentley Substation have logical properties associated with them. Real time tracking of wire connections is
possible. There are two different styles of wire connection available: node or diagonal wire. The node style is enabled by default. To connect
two wires, one end of a wire needs to intersect a second wire. The software will then connect the two wires together internally. If wires do not
need to connect but only cross paths, simply draw the two wires over each other. As long as the end point of the wires is not on top of the
other wire, they will not be connected. There is a visible indication if wires are simple crossing or actually connected, as shown in the images
below:
By default, when wires cross by default they display as illustrated (left) above. There is an option to have a loop-over placed when two wires
cross without connecting.This function is enabled in the Wire Settings page of the Substation Options dialog.
Overlapping Wires
Within Bentley Substation, if a wire overlaps another wire the software will automatically mend the two wires together. The software will also
track where wires connect to symbols and when two wires are connected. These functions eliminate the need to trim or extend wires. This
same functionality is extended when symbols are placed in conjunction with wires; a wire can automatically trim around symbols that are
placed onto the wire, and can heal together if a symbol is deleted.
Automatic Wire Bending
The Draw wire, Wire (Continuous), Wire (Dashed), and Wire (Center) commands also have the ability to automatically bend wires to connect
to devices. This function will aid the user when trying to connect two devices on crowded drawing pages. When you select one of the indicated
wire commands and position the cursor near a symbol, a red box will appear. When the box appears, the user can be assured that the wire will
connect to the symbol; simply issue a data point to place one end of the wire. As the user positions the cursor near the second device, the
software will automatically bend the wire connecting the two symbols. A second data point will end the wire placement. The capture tolerance
for the red boxes can be adjusted on the of the Wire Options > Connection Preferences tab in the Substation Options dialog.
Diagonal Connections to Devices

Within the software there is no limitation to the number of wires that are connected to any one symbol. However, by default all of the wires will
overlap when they connect to a symbol. If desired, it is possible to have wires take a separate diagonal path into the symbol. This will provide
a clear indication as to the number of wires connecting to a symbol, and to the wire routing.
Restore the 10-54 Line project
In this exercise, we will restore a backup project from the course dataset.
1. Select File to return to the Project Manager.

2. From the far-left menu column, select Close.
This action will close the current file and open the Work Session page.
3. If the ProjectWise Log in dialog appears, click Cancel.

4. In the Project Manager window, right-click on the WorkSet named TrainingWorkset, and select Restore.
The Restore Project dialog provides an easy, step-by-step guide for restoring projects.
5. In Step 1, select the ellipses tool at the end of the Project File (*.Prj) field, navigate to the dataset folder, select filename 10-54 LINE.Prj,
and then click Open.
6. In Step 2, the Path or destination folder for the restored project is automatically set to the TrainingWorkset path we selected at the
beginning of this exercise. Do not change this field!
7. In Step 3, key in 10-54 LINE xyz, where xyz = your initials.

8. In Step 4, the Database field is automatically set to the default project database. Do not change this field!
9. Click OK to restore the 10-54 LINE project.
Challenge Exercise
Add Wires to a Project
1. From the Project Manager, open page 2 of the 10-54 Line project.
2. Select the Multi-wire Tools > 3 Phase Wire tool in the Wiring ribbon group.
3. Define the start point of the wire in the bottom of the page, in line with the row 7 zone C and the first phase of the current transformer.
4. Define the end point of the line at the top of the page, in line with row 1 zone C, stopping on the lowest phase of the existing wire.
5. Using the Draw Wire tool, draw a new wire on row 2 zone E that will overlap the existing wire and connect terminal TB1-1 to pin 2 of the
TS-1A test switch.
Placing Drawing Symbols
Bentley Substation CONNECT Edition provides a powerful set of design tools and features for placing Symbols and Macros in a Bentley
Substation drawing page.
 Select a symbol to place in a project
 Assign a part number to a symbol
 Assign symbol text to a symbol
 Place a macro in a project
Overview
Placing symbols on a drawing page is one of the primary functions in Bentley Substation. Symbols contain several pieces of logical
information that will be used throughout the software. By making use of the context menus, symbols can easily be edited after they have been
placed on a drawing page. Similarly, macros can be placed on a Bentley Substation drawing page, and can be used to save time and improve
accuracy within a project.
What is a Symbol?
Symbols are the primary elements that are placed in a Bentley Substation project. Symbols can be thought of as a stored graphical element.
However, in addition to the graphical portion of a symbol there is also exist numerous pieces of logical information. The logical information
contains items such as the unique name for the symbol and the part number assigned to the symbol.
If a symbol is placed on a wire the wire will break around the symbol automatically. If a symbol is moved from a wire it will heal automatically.
This functionality saves time by eliminating the need to trim wires around a symbol when it is placed or by having to redraw wires if a symbol
is removed.
Insert a Symbol
In this exercise, you will insert a schematic symbol with intelligent properties, such as attributes and symbol text.
2. Select the Electrical > 2D Design > Components > Insert Symbol tool. By default, the Insert Symbol/Macro dialog opens with the Symbol
By Name tab enabled, at the top of the dialog.
3. In the Name field of the Insert Symbol/Macro dialog, key in CB. This will automatically filter all symbol names beginning with “CB”.
4. Select the symbol named CB1.
5. Click Place Symbol. The CB1 circuit breaker symbol will be at your cursor, ready to be inserted.
6. Insert the symbol directly onto the wire as shown (Zone C2).
7. When the Device Properties dialog opens, fill in the Device ID fields to match the following:
Installation – BAY1
Location – PANEL1
Device Tag – CB42C
Note: By default, the Device Tag format is set to be Tag Mnemonic Page Number Zone Number Line Number.
8. Click OK to exit the dialog.
9. When the Symbol Text dialog opens, fill in the value field for Current (A): 30 AMP, and then click OK.
10. Issue a RESET (right-click) to end the current command.
Note: After a symbol is placed, the Insert Symbol/Macro dialog may reopen. This setting can be adjusted by “pinning” the dialog, using
the pin toggle in the top right corner of the dialog. If the pin is pushed into the dialog (green background), the dialog will reopen after a
symbol is placed and a RESET is issued. This is helpful when you need to insert several symbols quickly. If the pin is not pushed in (blue
background), the dialog will not reopen after a RESET is issued.
Assign a Part Number
Part numbers in Bentley Substation are used to set several properties about a symbol. The properties range from basic information - such as
the parts manufacturer and description - to internal Bentley Substation settings like the Device Family and attribute text. If required, multiple
part numbers can be assigned to a symbol. They can be individually assigned, or an assembly can be created to assign them as a group.
Within Bentley Substation, there is a project wide display toggle that will change the visibility of part numbers. This toggle allows for the visual
display of the part number to be turned on or off across an entire project. The toggle is located in the Electrical > View > Display ribbon group.
In this exercise, you will assign a part number to the circuit breaker symbol.
1. Continuing in page 4 of the 10-54 Line project, select the circuit breaker placed previously (Device Tag -CB42C)
2. Right-press on the symbol, and select Part Number... from the pop-up context menu.
3. In the middle portion of the Select Part Number dialog, locate the part number HDL26030.
4. Double-click on the part number record to assign it to the symbol.
Note: The assigned part number should now appear in the lower portion of the Select Part Number dialog. If the part number does not
appear, then it is not assigned to the symbol.
5. Click OK to exit the dialog.

6. Select the Electrical > View > Display > Display Part Numbers toggle to turn on the display of all assigned part numbers in the project.
Catalog Manager
The Catalog Manager allows you to locate, identify, and insert a symbol either by its name or by its description.
Symbols can be organized by user definable categories; these categories are represented by folders in the Catalog
Manager. Any symbol can be included in multiple categories if required. It is also possible to create nested categories.
The catalog manager is a pallet-type dialog; it can be locked open or can be set to auto hide, based on the setting of the
toggle in the lower left corner of the Catalog Manager dialog.
In this exercise, you will insert a symbol using the Catalog Manager.
1. Continuing in page 4 of the 10-54 Line project, open the Catalog Manager (Electrical > 2D Design > Components > Catalog Manager).
2. In the left pane, expand the Catalogs folder and then expand the SUBSTATION_IEEE folder.
3. Locate and expand the SCHEMATIC category, and then select the sub-category named LIGHTS.
4. Locate and select the symbol named LT. A preview of the symbol will appear in the lower section of the dialog.
5. Double-click the symbol name to place the symbol into the project.
Note: If the Catalog Manager is set to Auto Hide, when the symbol is selected it will compact to allow for easy access to the drawing page
to place the symbol. However, if it is locked open, it will remain at its current size throughout the symbol placement process.
6. Place the pilot light symbol LT in zone G5, as shown:
7. When the Device Properties dialog opens, ensure that the Device ID fields to match the following:
Location – PANEL1
Device Tag – LT45G
Pop Quiz: How are all the Device ID fields being automatically filled in with these values?
8. Click Search to open the Select Part Number dialog.

9. Locate and assign the part number 800T-P16G
10. Click OK on the Select Part Number dialog and on the Device Properties dialog to finish the symbol placement.
Note: The part number assigned to the pilot light was for a green pilot light. When this part number was assigned, it automatically set the
symbol text for the pilot light to G for green.
Symbol on the Fly
In some situations a detailed symbol is not required, such as when showing connections to an external device. The Symbol On the Fly
command will allow for the software to track the connections and the existence of a device without the need to create a detailed symbol.
When creating a Symbol On the Fly, the user defines several items. First, a box or rectangle will need to be defined. The box will be the
representation of the device that is being placed in the project. A Device ID will be assigned to the box in the same fashion as with
traditional symbols. After the box is placed, the user will define the connection points and connection point text.
In this exercise, you will learn how to use Symbol On the Fly.
1. Continuing in page 4 of the 10-54 Line project, open Symbol On the Fly (Electrical > 2D Design > Components > Symbol On The Fly).
2. Following the prompts, draw a box 1.5 inches (45 mm) tall and 1.0 inches (30 mm) long, in zone G3:
3. Select the Insert Connection Point command, and place a connection point (with a data point) where the wire enters and intersects with
the top of the previously drawn box.
4. Following the prompts, define a second data point one grid point below the connection point. The second data point will be for the
Connection Point Text. Enter a value of IN in the visible text column, and then press OK.
5. The Insert Connection Point command will remain active. Repeat steps 3 and 4; place a connection point where the wire exits and
intersects with the lower edge of the box, and a second data point for the Connection Point Text.
6. When prompted, enter the visible connection point text as OUT and then press OK.
7. RESET to end the command.
Hint: By right-pressing on the text, the Text Position can be modified if a different location is desired.
Fields
By default, the Installation and Location portion of a symbol’s Device ID will match the values defined by the drawing page. The values
can be manually changed for each symbol, to model the physical location of the devices.
Within the software there is a command that allows the user to change the Installation and Location for an area of a drawing page; the
command is named Insert Field.
When placing a field, the user needs to define three data points on the drawing page; the first two points will indicate opposite corners of
a box that will represent the field, and the third data point will be the Text position.
The lower portion of the Field Parameters dialog allows the user to adjust the settings for the label text of the field, and the lines that will
represent the field on the drawing page. The top portion of the dialog allows the user to enter in the Installation and Location in their
respective fields. The drop down lists will be populated with any Installation and Location used previously in the project.
The check box Rename existing symbols to Inst./Loc. of the Field is checked by default. This check box will determine if a field should
alter the Installation and Location of symbols already placed on the drawing page.
Insert Field
In the next exercise, you will learn how to use Insert Field.
1. Continuing in page 4 of the 10-54 Line project, select Insert Field (Electrical > 2D Design > Components > Insert Field).
2. Draw the field around the symbol with the Device Tag -487HB2, in zone F4.
3. Place the label for the field below the middle of the box, with a data point.
4. In the Field Parameters dialog, use the drop down lists to select Installation - BAY1 and Location - PANEL2.
5. Click OK to close the dialog. An Engineering Design Consideration dialog will open; press Yes to update the symbol Device ID across the
project.
Insert By Part Number
Within the software, there is the ability to select a symbol for placement in a project by selecting the desired part number. This is
accomplished by using the Insert Symbol > Insert Symbol By Part Number tab. In the dialog, the user can adjust the filter values to aid in
identifying the desired part number. Once a part number is identified, the correct symbol can be selected and placed in the project.
In the next exercise, you will learn how to use Insert Symbol By Part Number.
2. Select the Electrical > 2D Design > Components > Insert Symbol tool, and then enable the Symbol By Part Number tab at the top of the
dialog.
3. In the Filter part number field, search for the following part number: 800T-P16R
4. Press the Place Symbol button and align the symbol on the far right vertical wire below the smart relay input.
5. Leave the default Device ID and press OK to close the Device Properties dialog and finish the placement.
Note: The part number 800T-P16R is for a red pilot light, and the symbol text (R for red) is pre-defined in the part number record.
Macros
Macros in Bentley Substation are a grouping of symbols and wires that are stored in a catalog for reuse. Macros can contain symbols,
wires, wire numbers, text, and any other element that would normally display on a drawing page. When a macro is placed the user is
given several options, such as should Device IDs, Wire Link IDs, and Wire numbers be maintained as they were when the macro was
created, or should they be automatically updated.
Additionally, the user can determine if the macro should be maintained after it is placed. If a macro is not maintained after the macro is
placed in a project the elements in the macro will be treated as if they were placed individually. However, if the macro is maintained, it will
retain the same grouping on the drawing page.
Once the macro is placed, the user can accept the part numbers and symbol text that were originally assigned when the macro was
created. The macro can also be stepped through one element at a time to modify any of the symbol attributes. After a macro is placed, it
is possible to edit the elements of the macro separately by using the context menus, regardless of the state of the maintain check box. If
required, entire symbols can be added or removed from a macro after it is placed, identical to if each element in the macro was placed
individually, after the macro has been dropped.
Macros can be placed from either the Catalog Manager or the Insert Symbol > Macro tab. In the Catalog Manger, there is a group named
Macros that contains every macro in the catalog. Macros can also be assigned to custom categories.
Insert a Macro
In the next exercise, you will learn how to insert a Macro.
2. Select the Electrical > 2D Design > Components > Insert Symbol tool, and then enable the Macro tab at the top of the dialog.
3. In the Name field, search for the macro named PS1. (This macro is in the course dataset catalog named Data_Set.ctlg)
4. In the Macro Settings area, enable the Maintain Device IDs as created when inserting Macro.
5. Select Place Macro.
6. Line up the macro so that it will be placed on NEG, to the right of the Circuit Breaker.
7. Place a data point to insert the macro.

8. When the Device Properties dialog opens, click Save & Exit. This action will maintain all Device IDs, part numbers and symbol text for
each symbol within the macro.
9. If an Engineering Design Consideration dialog opens, click Yes to All and then click OK.
Device Families
This module will explain what a Device Family is and when it should be used within in Bentley Substation.
After completing this module, you will be able to:
 Understand a Device Family
 Decide when a Device Family is required
 Assign symbols to a Device Family
Overview
Certain symbols can have a parent or child relationship, and can be linked with other symbols such a control relay coil (parent) and one or
more contacts (children). With this link established, the software can provide automatic cross referencing and navigation between the different
symbols. This is accomplished by using a Device Family, which will establish a set of rules as to how the parent child relationship is
maintained between the symbols.
Device Family
Two factors establish a Parent Child relationship in Bentley Substation:
 Devices that are to be linked together need to have the same Device ID, and they are assigned to a compatible Device Family.
 A Device Family limits the number and type of symbols that can be linked together.
There are several different types of Device Families that can be used in different situations.
Device Family Dialog
Device Families are assigned to a symbol by entering a name of a valid Device Family into the Device Properties dialog. If the name of the
Device Family is not known, then a Search dialog can be used by selecting the ellipses to the right of the Family row in the Device Properties
dialog. The Device Family dialog’s search functionality allows the user to enter in a partial search based on the description of the family.
Alternatively, by typing in the Device Family field, you can actively search based on the family name.
Device Usage Dialog
Whenever a Device Family is first assigned to a symbol, the Device Usage dialog opens. The Device Usage dialog indicates what symbols
are allowed within a Device Family and if any symbols are currently placed within a project. If symbols are placed, their location within the
project will display.
It is possible to have multiple copies of the same symbol assigned to a Device Family in different positions. When this occurs, Bentley
Substation will suggest the first valid available position in the Device Family. If necessary, any unused and valid position can be selected.
Assign a Device Family
In this exercise, you will learn how to assign a Device Family to a control relay.
2. Select the Electrical > 2D Design > Components > Insert Symbol tool.
3. In the Name field of the Insert Symbol/Macro dialog, key in CR.
4. Select the symbol named CR-V. A preview of the relay coil symbol will appear in the lower-right section of the dialog.
5. Click Place Symbol., and insert the symbol in line with zone E5, as shown:
6. When the Device Properties dialog opens, fill in the Device ID fields to match the following:
Location – PANEL1
Device Tag – CR45E
7. In the Family field, enter 22C.
The Device Usage Chart will only have one valid position for this symbol, which will be selected by default. Click OK to confirm the
selection and assign the Device Family.
8. Click OK in the Device Properties dialog to finish the symbol placement, and then RESET to dismiss the second copy.
A chart displays next to the relay coil. This chart is a cross reference chart; it will display the location of all the child symbols assigned to
the 22C Device Family. Also, notice how the connection point attributes are automatically assigned, based on this family.
Adding symbols to an Existing Device Family
When placing a symbol, there are four different methods to link the new symbol to an existing symbol that has a Device
Family already assigned in a project. All four methods can be used interchangeably. Regardless of the method used,
they all aid the user in matching the Device ID on both symbols.
Typing
By manually typing in a Device ID on the new symbol, that is already in use on an existing symbol, Bentley Substation
will link the two symbols together if a Device Family is assigned on the first symbol and it has room.
Note: If the Device ID typed in matches a symbol that does not have a Device Family, Bentley Substation opens an engineering design
consideration, informing the user that they will duplicate a Device ID.
Drop Down List

The arrow next to the Device Tag field will show the last six Device Tags assigned in a project. Selecting a Device Tag
from this list will link the two symbols together if a Device Family is assigned on the first symbol and the Device Family
has room available.
Note: The drop down list will only change the Device Tag. The Installation and Location will not change unless done manually by the user.
Select Device ID
To the right of the drop down arrow is the Select Device ID option. When selected, the Device Properties dialog will
close. Place a data point on a desired symbol and Bentley Substation will match the Device ID of the two symbols,
linking them together if a Device Family is assigned on the selected symbol and that Device Family can accept the new
symbol.
Note: When using the Select Device ID option, the drawing page cannot be changed.
Note: If the symbol selected does not have a Device Family, Bentley Substation will open an Engineering Design consideration, informing
the user that they will duplicate a Device ID.
Search
To the far right of the Device Tag field, there is a search button. Selecting this option will open the Search dialog that will show all devices
in the project that have the same Tag Mnemonic. If necessary, this filter can be edited. By selecting the desired symbol in the dialog,
Bentley Substation will link the symbols together if a Device Family is assigned on the selected symbol and the Device Family can accept
the new symbol.
Assign a new symbol to an existing Device Family
1. Continuing on page 4 of the 10-54 Line project, insert symbol CRNO-V in line with zone E3:
2. Click Select Device ID, and then data point on the coil with Device Tag CR45E that was placed in the previous exercise.
3. The Device Usage Chart will have two valid positions for the open contact; the first one will be selected by default. Left-click on the second
available row to switch to the second open contact position.
4. Click OK to confirm the selection and assign the Device Family.

5. Click OK in the Device Properties dialog to finish the symbol placement, and RESET.
A cross reference link displays next to the contact that was just placed. This link will indicate the location of the parent symbol in this
project. Also, notice how the connection point attributes are automatically assigned, based on this family. Finally, note how the cross
reference chart near the relay coil (parent symbol) is automatically updated with the location of this contact.
Insert Symbol by Device ID
It is possible to select a symbol for placement, from a Device Family already in use in a project. This is accomplished by
using the Insert By Device ID dialog. This dialog displays all devices in a project that can have additional symbols
placed in the project.
The left portion of the dialog allows several different filter criteria to be set to adjust what symbols are displayed. The right side of the dialog
will display the devices that meet the defined search criteria. By selecting the desired symbol, or symbols, from the list they can be placed in
the project. If a device has a Device Family assigned to it, a list of the valid symbols in the Device Family will be displayed in the lower portion
of the dialog. By selecting the desired symbol from the list, it can be placed in the project with the Device ID set automatically. An “X” in the left
column indicates this symbol has already been placed in the project.
Place a symbol from the Insert By device ID dialog
1. Continuing on page 4 of the 10-54 Line project, select Insert Symbol By device ID:
2. In the List of symbols, select the Device Tag CR45E. A list of the symbols defined in the family opens in the lower portion of the dialog.
3. Select the unused CRNO-V contact, and then click Place Symbol.
4. Place the symbol in line with row 5 and zone E.
The Device Properties dialog opens. However, since the symbol was placed with the Insert by Device ID method, all fields are set
correctly.
5. Click OK to confirm the settings and end the symbol placement.
Device Family Options
Assigning Device Families in Bentley Substation allows access to advanced functionality, including navigation, reusing
symbols, sharing symbol texts and checking for over-assignments.
Navigation
When two or more symbols are linked together, a navigation option is available. This will change the view from one symbol to the other. The
Navigate option can be accessed from several different locations: the Context menu, a special symbol attribute, or from a cross reference
symbol. The amount the software zooms in while navigating can be adjusted on the Viewing Preferences page in the Bentley Substation
Options dialog.
Navigate between a Parent and Child symbol
1. Continuing on page 4 of the 10-54 Line project, locate the relay coil with the Device Tag CR45E placed a previous exercise.
The Cross Reference Chart is located to the right of the relay coil. It displays the page and zone reference of each child symbol.
2. Locate the cross reference chart, right-click on the cross reference text 4(F5) to open the Context menu, and select Navigate.
3. When the view adjusts, right-click on the graphics of the contact. From the Context menu select Navigate > Schematic Mode to open the
Navigate To dialog.
4. In the Navigate To dialog, select the open contact CRNO-V and click OK to navigate to that contact.
5. To the right of the contact, there will be a symbol attribute that displays the location of the relay coil or parent symbol, 4(E4) in our project.
6. Right-click on the symbol attribute text 4(E4), and select Navigate to return to the relay coil.
Reuse of Symbols
Within a Device Family, the same symbol can be used several times. This allows fewer, more generic symbols to be created, with the
knowledge that the Device Family will later set some of the information on the symbol.
Connection Points set by Device Family
1. Open page 1 of the Example project,

2. Insert symbol CRNO below the existing contact on this page.
3. Leave the default Device ID and click OK in both the Device Properties dialog and the Symbol Text dialog, then RESET.
Note: No connection point text is assigned to the CRNO symbol that was just placed.
4. Right-click on the CRNO symbol and select Device ID.
5. Change the Device Tag to CR105
6. Click OK in both the Device Usage dialog and the Device Properties dialog.
After the symbol is assigned to the Device Family, the connection point text fills in. This is some of the additional functionally that
assigning a Device Family can provide. The Device Family will set the connection points of a symbol. This allows the symbol to be
created without the specific connection point text assigned, enabling the same symbol to be used in several different situations
throughout a project.
Over Assigning a Device Family
A Device Family has a set number of components that can be assigned to it. In the event that this limit is exceeded, an Engineering
Design Consideration dialog displays with three options to select from.
Search – Opens the Device Family dialog, so that a new Device Family can be selected and assigned to the device. The list of Device
Families will be filtered so only the Device Families that are compatible with the number and type of symbols currently used within the
original Device Family.
Append – Adds the new symbol to the current Device Family without altering it. The new symbol will have the same Device ID.
Cancel – Returns the user to the Device Properties dialog - with the default Device Tag - so that a different Device Tag and Device
Family can be assigned.
Over Assign a Device Family
1. Continuing on page 1 of the EXAMPLE project, insert a copy of symbol CRNO below the contact already on the drawing page.
2. Change the Device Tag to CR105.
3. When the Engineering Design Consideration dialog opens, click Append.
4. Click OK in both the Device Properties dialog and the Symbol Text dialog, and RESET.
The contact has a cross reference to the relay coil, but it does not have any connection point text. While the contact is linked to the coil, it
is not part of the existing Device Family.
Shared Symbol Text
When Symbols are assigned to a Device Family, symbol text can be shared between the symbols. On the Symbol Texts
page of the Bentley Substation Options, you can set which symbol attributes are shared between the symbols.
1. Continuing on page 1 of the EXAMPLE project, right-click on the relay coil and select Symbol Text from the Context menu.
2. In the Function Text, enter a value of MASTER CONTROL RELAY., and then click OK.
The text automatically fills in for all the symbols.
3. Right-click on one of the contacts and select Symbol Text from the Context menu.
4. Change the function text value to read MCR.
The text automatically updates for all the symbols.
Changing a Device Family
It may become necessary to change the Device Family that is assigned to a device. When changing a Device Family, Bentley Substation
automatically assigns the symbols used in the old Device Family with positions in the new Device Family. If required, the user can manually
assign the items.
1. Continuing on page 1 of the EXAMPLE project, right-click on the relay coil and select Device ID from the Context menu.
2. Change the value in the Family field to 33.
3. When prompted, click YES and allow Bentley Substation to automatically reassign the Device Family.
4. Click OK to close the dialog.
The first two contacts are assigned to the first two positions in the new Device Family. Since the third contact was appended to the
original Device Family, it is also appended to the new Device Family.
PLC & Smart Relays
This module will cover how PLC’s and Smart Relays work in Bentley Substation.
Overview
In Bentley Substation, there is a special type of symbol, PLC. The PLC symbol type can be used to model a traditional PLC symbol or to
create a model of a smart relay. The extra functionality provided by the PLC type symbol allows for addresses and function texts to be defined
to specific connection points. When combined with a Device Family, the parent child relationship adds advanced functionality to a project.
PLC
Assigning a Device ID and a part number to a PLC type symbol is identical to the other symbol types in Bentley Substation. However, this type
of symbol allows for addressing and descriptions of individual connection points on a symbol. PLC cards can also make use of the parent child
relationship, thereby making remote connections possible.
Parent Child Relationship

As with other symbols, the parent child relationship for PLC symbols is achieved by using a Device Family. With a Device Family assigned,
symbols can be placed on different pages. Bentley Substation still consider them as one device. This allows for connections for one PLC to be
shown on multiple drawing pages.
I/O Text Definition Dialog
When placing a PLC type symbol, the I/O Text Definition dialog opens. This dialog allows for addresses and function texts to be defined on the
symbol. The Address column allows the desired address for a connection point to be entered. The addresses can be entered manually or
generated automatically, based on a format defined on the PLC page of the Bentley Substation Options. It is also possible to have the address
predefined on a symbol.
The function text column is used to record a description for the connection point. This field can be filled in manually or the information can be
imported from an external file.
Importing I/O Text
On the PLC page of the Bentley Substation Options, an import file can be specified by selecting the type and name of the file that is to be
used. The import function works by matching the PLC address that is defined on the symbol, with the address entered in the import file. The
import can be run across an entire project by selecting the Replace Text In Project, or on a single PLC symbol by clicking Import I/O Text in the
I/O Text Definition dialog.
Text File Format

The text file format will need to be a file with a TXT file extension. The first line in the file indicates the first and last column number that holds
the PLC address. The second line indicates the first and last column number that holds the function text. All following lines store the address
and function text for every connection point, with the text falling within in the range defined in the first two lines.
Note: The text file format of importing I/O text is for legacy users. It is recommended that all new users use the other import format.
Excel File Format

The Excel file will need to have an XLS file extension, with the information entered on the alphabetical first sheet of the workbook:
Column A of spreadsheet will be the PLC address

Column B will be the Function Text
Column C will be the Installation of the symbol
Column D will be the Location of the symbol.
Please note that Column C and Column D are optional, and only need to be filled in if the PLC address is repeated in different Installations
and Locations throughout a project.
Smart Relay
The PLC type of symbol in Bentley Substation can also be used to model several functions of a smart relay, such as programmable inputs and
output contacts.
Connection Chart
Bentley Substation automatically provides cross-referencing between two symbols. This functionality can be taken advantage of for smart
relays, by having a chart that can display the position of every connection and its function. Within a Device Family, the connection chart would
be in the parent role. By including the attributes for address and function text on the connection chart, it is possible to have a description
recorded for the inputs and outputs of the smart relay.
Place a Connection Chart for a Smart Relay
1. Open page 4 of the 10-54 Line project.

2. Using the Insert Symbol by Device ID feature, locate and select the item with Device Tag 21P.
3. Select the Parent Role symbol SEL-311, and then click Place Symbol.
4. Line up the chart so that it will be placed down above the existing chart on the right edge of the drawing page.
5. Click OK in the Device Properties and the I/O Text dialog to finish placing the symbol.
The connection chart had the address column in the I/O Text dialog filled in automatically. The connections of a smart relay are not
addressed like the connections of a PLC card. However, the same functionality can be used to record the labels of the input and output
points.
Inputs & Outputs

When working in Bentley Substation, the input and output connections of a smart relay will be the children of the parent connection chart.
This method will allow for each input and output used in a project to be placed independently. The software then tracks how many are in
use and the location of each part in the project. Additional items like power supplies, voltage and current transformers can be included on
the chart. Recall, from a previous module, that symbol text can be shared between symbols in a Device Family. That functionality will
allow descriptions entered on an input or output symbol, and will be recorded and displayed on the connection chart. Since Bentley
Substation actively maintains this link, if the text is modified from either symbol, it will update on both symbols.
Place Input and Output symbols for a Smart Relay
1. Continuing on page 4 of the 10-54 Line project, use the Insert Symbol by Device ID feature, locate and select the item with Device Tag
21P.
2. Select the Child.1 Role symbol SR-IN, and then click Place Symbol.
3. Place the symbol in line with row 4 zone G next to the existing input.
4. Click OK to confirm the Device ID.

The I/O Text Dialog opens, and the addresses automatically fill in from the connection chart.
5. In the Function Text column, enter in STATUS and click OK to confirm and end the placement.
6. Change to page 5 of the 10-54 Line project by using the Page Next command.
7. Using Insert Symbol by Device ID, locate and select the item with the Device Tag 21P.
8. Select the Child.8 Role symbol SR-OUT, and then click Place Symbol.
9. Place the symbol in line with row 3 zone G to next to the existing outputs.
10. Click OK to confirm the Device ID. The I/O Text Dialog opens.
The address automatically filled in the form on the connection chart.
11. In the Function Text column, enter in TRIP and click OK to confirm and end the placement.
Function text that is defined on the inputs and outputs of the smart relay automatically fills in on the connection chart. Along with the
function text, the connection chart is also populated with a navigation link to the item.
Wire Links and Wire Numbers
Overview
Wire numbers are used to identify wires in a project. In Bentley Substation, wire numbers can be assigned in several different methods.
Numerous options are available to adjust how the wire numbers will be assigned and displayed in a project.
Wire links are used to tie wire together, this action will allow for wires that span across a project to be treated as one continuous wire.
Then when wire numbers are assigned to the project, the same wire number will be assigned to all instances of the linked wire.
Wire Links
Wire links are a special type of symbol that is used to connect two different wires together. Once linked together, the two wires will be
considered the same potential. Wire link symbols can be linked to any other wire link symbol. The decision of which wire link to use is
based solely on the graphics and the location of the text.
Wire Link ID Dialog

When placing a wire link, the Wire Link ID dialog opens. The Wire Link ID dialog is similar to the Device Properties dialog. However, the
part number and Device Family options are removed, as they are not relevant to wire links.
Wire Link ID
The Wire Link ID is the unique name for a Wire Link. The Wire Link ID is a combination of four fields:
Installation: By Default, this field populates with the same value as was defined when the page was created. It can be changed to a
different value if required by either selecting the desired value from the drop-down list or by manually entering a new value.
Location: By Default, this field populates with the same value as was defined when the page was created. It can be changed to a
different value if required by either selecting the desired value from the drop-down list or by manually entering a new value.
Note: If required the Installation and Location fields can be disabled in the Substation Options dialog.
Wire Link Tag: This tag Is a combination of several different variables that are used to automatically generate a wire link tag. The list of
available variables can be viewed on the Display Formats page of the Bentley Substation Options dialog. It is also possible to customize
the variables that are used and the order in which they are arranged.
Link Index: The link index is used to associate wire links pairs that share the same Wire Link ID. The software will automatically enter a
value. However, this can be overwritten if required.
Link Type
There are three different link types in Bentley Substation:
Pair: Pair type wire links will connect two wire links together, allowing a wire to be continued from one area to a second area within a
project. Multiple pair type wire links with the same Wire Link ID can be used to continue one wire across several pages if required.
Star Group: The Star Group connects multiple wire links together. As many wire links as required can be added to a Star Group. When
linked together, one wire link will be classified as the P
? rimary Star; this wire link will display the position of the other wire links in the
group. The non-primary Star wire links in the group will only display the location of the Primary Star wire link.
Multi-Reference Group: The Multi-Reference Group connects multiple wire links together. As many wire links as required can be added to
a Multi-Reference Group. When linked together, the location of every wire link will display at every other wire link.
Designate As Wire Starting Point
When checked, will set the current wire segment as the starting point of the wire. This information will be used by the
automatic wire number routine. Wire links are grouped together based on two items: the wire link ID and the link
index. All wire links with the same wire link ID will be grouped together, based on the wire link type, and will be considered a single
potential. The link index is used to determine which wire links will group together. Bentley Substation automatically attempts to link
unlinked wire links together. However, the link index values can be manually changed if required.
Placing Wire Links in a Project
1. Open Page 2 of the EXAMPLE project, and select Insert Wire Link (Electrical > 2D Design > Wiring > Insert Wire Link).
2. In the Name field, enter WLINK-B-AD.

3. Place the wire link at the bottom of the left most wire on the page, in line with row 228.
4. Set the device tag to L228 and set the Link Index to 1.
5. Click OK to place the wire link.
6. Place a second wire link on the second wire in line with row 223.
7. RESET to accept, and then click OK to place the wire link.

8. RESET to end the command.
Wire Link Usage Dialog
After wire links have been placed on a drawing page, the Wire Link Usage dialog can be used to examine and modify the linking and link
type of a wire link group. The Wire Link Usage dialog can be accessed from the Context menu of a wire link and selecting Wire Link
Usage.
The Wire Link Usage dialog displays all wire links in the project that have the same wire link ID as the wire link that was used to enter the
dialog. This record is indicated in the dialog by being highlighted in gold. Red items are unlinked wire links. These records will also have
a ‘broken link’ icon to the left of the row.
By right-clicking on a wire link, the type of the wire link can be changed. Wire links can be added into existing groups by dragging and
dropping a wire link into the desired grouping.
Modify a Wire Link Group
1. Continuing on Page 2 of the EXAMPLE project, right-click on one of the wire links placed in the last exercise, and select Wire Link Usage.
2. Left-click over the unlinked wire link in Pair 2, and drag the item and drop it on Pair 1.
Notice how the wire links remain as a Pair, even though more than two wire links are linked together.
3. Repeat the drag and drop operation for the unlinked wire link in Pair 3.
4. Right-click on the bold header of the group and change the link type to Multi-Reference Group.
5. Click OK to exit the Wire Link Usage dialog.
Note: If the link type was not changed to Multi-Reference Group, the user will be presented with a dialog informing them that the current
link arrangement is not allowed.
The wire links are now part of a multi reference group. There is a navigation link for the three other wire links displayed at all of the linked
wire links.
Wire/Device Connections
A number of functions in Bentley Substation require information on how devices are connected together. To obtain this information,
Bentley Substation searches along wires using a set of priorities to determine what is connected to what. On most wires, only a FROM
and TO need to be determined, but in some cases there may be many devices all connected to the same potential. The software
searches these wires using Connection Search Priorities:
1. Search for diagonal connections

Each diagonal connection has three “sides”, each of which can go to a single device or to a group of devices. If there are additional
diagonal connections within these groups, they can be further divided into more groups.
In the following figure, there are two diagonal connections. The left-hand diagonal goes to three groups (1, 2, and 3). Group 2 can be
divided into two more groups (4, 5). The following steps can then be applied to each group.
2. Search for wire links

Within each group from the previous step, find any wire links that exist and divide devices into groups according to which side of the wire
link connection they are on. These groups are then sorted in the following priority:
 In ANSI-IEEE drawings, top priority is given to the group with the highest Y position value (including wires). If two groups have the
same maximum Y value, priority will be given to the one with the smallest X value. In other words, the search goes top to bottom,
left to right.
 In IEC drawings, top priority is given to the group with the lowest X position value (including wires). If two groups have the same
minimum X value, priority will be given to the one with the highest maximum Y value. In other words, the search goes left to right,
top to bottom.
In the following figure, group 2 would have priority in this ANSI-IEEE drawing because it extends higher on the page.
3. Sort connections within each group

Bentley Substation searches for connections in each group. The order of connections in each group is determined by the ANSI-IEEE or
IEC X/Y position rules given in the step named Search for Wire Links.
4. List connections in group priority order

The wire list starts from first group's first connection point, and ends with last group's last connection point.
Application of the Connection Search Priority Steps
Bentley Substation first checks your circuit for diagonal wire symbols. In the example below, we see that we have a diagonal wire symbol.
This breaks our evaluation into 3 groups. The order in which these groups are evaluated is a “Top to Bottom, Left to Right” rule, and the
diagonal wire symbol that was chosen.
Bentley Substation will first evaluate Group 1, and then Group 2, and finally Group 3. Please not that all of the group evaluations follow
the rules defined in the Connection Search Priorities section.
Group 1: Bentley Substation starts at the top-most symbol and moves in the direction indicated by the arrows.

Group 2: Bentley Substation starts at the top-most symbol of this group and moves in the direction indicated by the arrows; it evaluates all the symbols on the left before going through
the wire link. Once on the other side of the wire link, Bentley Substation starts once again with the top-most symbol

Group 3: This group is very similar to group 2, except there are two symbols on the uppermost plane; Bentley Substation goes top to bottom, left to righIn the List of symbols, select the
Device Tag CR45E. A list of the symbols defined in the family opens in the lower portion of the dialog.
Wire Numbers
Within Bentley Substation, there are two different methods to assign wire numbers: manual or automatic. Just as with part numbers and
insertion points, wire numbers have a toggle for visibility. The Display Wire Numbers toggle is in the View > Display ribbon group.
In Substation, the wire number is similar to the Device IDs discussed for symbols, in that the wire number is made up of three parts: an
Installation, a Location, and a wire tag.
Note: If desired, the Installation and Location fields can be disabled for wire numbers.
Additionally, every wire within a project can have a wire properties assigned. Wire properties allow for items such as a wire’s gauge or type to
be assigned. In the current version of Substation, the wire number and wire properties can be assigned independently.
In the Substation Options dialog there is a page named Wire Settings. On this page, settings for wire numbers such as wire label display and
automatic placement configuration can be modified. The wire label display is what will be shown on the drawing page. The wire label could
simply be the wire tag, the wire properties, or a combination of both.
Manual Wire Numbers

Wire numbers are assigned by using the Wiring Manager dialog. By right-clicking over a wire, the context menu will have an option to open the
Wiring Manager dialog. You can also access the dialog using the Wiring Manager tool in the Manage > Project Data ribbon group.
Wire Manager dialog
The right half of the Wire Manager dialog will list all the different paths that the wire travels. In a simple case, such as a wire connecting only
two devices, there will only be one record. However, if multiple devices are connected together, there will be more rows. Remaining on the
right half of the dialog, the wire tag field is used to record the desired wire number. The other columns can be used to record other data about
the wire if required.
Note: By right clicking on the header row additional columns can be turned on if required.
Over on the left half of the dialog is three tabs. Within this course, only the wire properties tab will be covered. With a row selected on the right
half of the dialog, the wire properties tab on the left will allow the user to record the desired wire property data.
Manually Assign Wire Numbers
1. Open Page 2 of the 10-54 Line project.

2. Locate the top wire that runs between the test switch TS-1A and the top current transformer.
3. Right-click on the wire and select Wire Manager.

4. Enter 1 for the value in the column named Wire Tag.
5. In the Wire Properties tab, enter in the following values:
Gauge: 14 AWG
Color: BLK
6. Click OK to assign the wire number.

7. Right-click on the wire next wire down, and select Wire Manager.
8. Using the same method as above, assign wire numbers and properties to the remaining three wires in the bundle.
By default, only the wire tag will be displayed on the drawing page. In the Bentley Substation Options dialog, the display settings for the wire
number can be customized to allow the assigned property or combination of properties to be displayed on the drawing page.
There is a wire number alignment command in the software that can align a group of wire numbers into a straight line.
Align Wire Numbers
1. Continuing in Page 2 of the 10-54 Line project, locate the wire numbers assigned in the previous exercise.
2. Select the Align Wire Numbers tool.
3. Draw a fence including all four wire numbers. After the fence is placed, RESET to confirm the selection.
Note: When the selection fence is confirmed, any items that are not wire numbers will be filtered out of the selection.
4. Select the point that the wire numbers should be aligned to by placing a data point.
Note: The alignment point must be within the bounds of all wire segments in the selection. If this condition is not meet, the alignment will
be canceled.
Automatic Wire Numbers
There is an automatic wire number routine in Bentley Substation. The Automatic Wire Number dialog is found in the 2D Design > Wire
Properties ribbon group.
Labeling Selection
Sets the range over which the wire numbers will be assigned. There are three possible options:
 Project: Every wire in the project will have a wire number assigned.
 Select Pages: Only selected pages within a project will have a wire numbers assigned to them. If this option is selected, after you
click OK, a secondary dialog opens in which the desired pages can be selected.
 Select Objects: Only a specified area of a drawing page will have wire numbers assigned. If this option is selected, after you click
OK, Bentley Substation will activate the Place Fence command. Draw the fence around the desired area of the currently open
drawing page, and reset to confirm the area. Wire numbers will then be assigned.
Filters
Allows for criteria to be entered limiting where wire numbers are assigned.
Overwrite Options – Sets if the automatic wire number routine should overwrite existing wire numbers or leave them unaltered. This can be
set independently for existing manual and automatic wire numbers.
Label Name
The Installation, Location, text style, and Position will be constant across the selected range. The first number field will be used to enter the
starting point of the wire numbers. Bentley Substation will then increment the wire number based on the setting in the Bentley Substation
Options dialog.
Label Option
Sets options with how cables and terminals should be handled with respect to wire numbers.
Properties
Allows for the desired properties to be assigned along with the wire number. The same properties will be assigned to all wires that receive a
wire number when OK is clicked.
Automatically Assigning Wire Numbers
1. Continuing in Page 2 of the 10-54 Line project, open the Automatic Wire Number dialog.
3 Set the Labeling Selection to Project.
4 Click OK to assign the wire numbers to the project.
Wire Number Delete
The Delete Wire Number dialog allows for the deletion of wire numbers in a project.
There are several options within in the Delete Wire Number dialog. The user can determine if wire numbers should be deleted from all pages
in a project or only specified pages. In addition, the user can select if all wires should be deleted or only wires that are marked as being
automatically assigned. The automatically assigned setting can be set independently on any wire number in the project.
Within the current version of Bentley Substation, the wire label and the wire properties are stored independently. The user can determine if the
wire labels, the wire properties, or both should be deleted.
Wire numbers can also be deleted individually. This is accomplished by right-clicking on the wire number in the drawing page and selecting
Delete This Label from the Context menu. The option Delete Wire Numbers / Properties / Labels will open a dialog allowing the user to select
which elements of the wire number should be deleted, and on what segments.
Working with Modes
Overview
Bentley Substation is capable of representing the same device in several different forms. This allows a schematic drawing to provide a list of
parts that needs to be placed in an enclosure. The same schematic can also give a list of devices to be placed on a wire diagram page or
single line page, making modes a very powerful function within Bentley Substation.
The Initial Drawing mode is set in the New Page dialog, by selecting the desired value from the drop-down list in the Initial Mode field. The
Initial Mode is the mode that is active on the page when it is first opened. However, if required, it is possible to change the mode while working
on a page. This is accomplished by locating the Page Management toolbox and changing the currently active mode.
Note: Changing the mode from the Page Management toolbox will not permanently change the page mode. When the drawing page is
closed and reopened, it will revert to the initial mode that was defined when the page was created.
Devices Placed in a Single Mode

Often within a project, there will be devices that only need to be displayed in a single drawing mode. These devices can be placed with the
same techniques that were covered in the module Placing Drawing Elements. A common scenario where an Item would be placed in only one
mode is the physical enclosure. The enclosure will need to be placed on a panel layout drawing for other devices to be placed with accurate
positioning. Yet, in the schematic, the enclosure will not need to be displayed.
Devices Placed in Multiple Modes

When a device will be placed in multiple drawing modes, it must have a part number assigned. Bentley Substation uses the part numbers,
defined in the parts database, to determine which symbol to use in different drawing modes.
Wire Diagram Mode

With the workflow of creating the schematic pages first, wire diagram symbols are not new devices. Instead, they are simply a different
representation of a symbol that already exists in the schematic. The Insert Symbol by Device ID dialog is used to select and place the new
representation of the symbol on the drawing page.
Placing Devices in a Wiring Diagram
1. Open page 6 of the 10-54 Line project, and select Insert by Device ID.
2. Locate, in the list, the device tag TS40. With the symbol highlighted, click Place Symbol.
3. Align the symbol in row 1 zone A, in line with the existing test switches.
By default, wire diagram pages only update when a command is issued by the user. It is possible to set the wire diagrams to update
automatically in the Bentley Substation Options dialog.
Update Wire Diagram page
1. Continuing on page 6 of the 10-54 Line project, select Output > Update Wiring Diagram.
2. Select Page Name 6 from the list, and then click OK to update the wiring diagram.
It is possible to use the navigate function in the software to travel from the wire diagram symbol to the symbol used on the schematic drawing
page. The navigation function can also be used to examine the connections on the wire diagram symbol.
3. Navigate from a Wire Diagram Symbol
1. Continuing on page 6 of the 10-54 Line project, adjust the view to focus on the test switch symbol with device tag TS-2B.
2. On the wiring diagram symbol, locate and select connection point 5 on the left side of the symbol:
3. With the cursor over the highlighted text, right-click and select Navigate.
The Navigation automatically opens the corrected drawing page and adjusts the view, so that the connected device is visible. If the Device
were selected in the previous example instead of a connection point then the navigation function would have put the focus on the devices
used in the schematic.
Single Line Diagram & Other Modes
The same process that is used to create a wire diagram page can be used to create a page in any other drawing mode that is required.
Several different drawing modes are available by default in Bentley Substation, and pages can be created in any necessary mode.
Regardless of the drawing mode, the Insert Symbol By Device ID dialog is used to select and place the symbol. In the Insert Symbol By
Device ID dialog, above the table listing the symbols, the currently active drawing mode displays. The part number is the driving factor when
working with different modes.
Within a parts database record the symbol that should be used in different modes is defined. This is why it is required to have a part number
assigned when working with multiple drawing modes. There is a toggle to show only devices with part numbers assigned in the Insert Symbol
By Device ID dialog.
Reports & Error Checking
Overview
Bentley Substation contains a reporting mechanism that can collect information from a project and use it to generate a report. Reports can be
outputted into several different formats or placed on drawing pages.
Within Bentley Substation there is also a function called Engineering Design Consideration, which can scan the project and generate a list of
possible issues within a project that should be examined by the designer to determine if they require any action.
Run Reports Dialog

Reports in Bentley Substation are run from the Run Reports dialog. The dialog is accessed from the Output tab. The Run Reports dialog can
only be accessed if a project is open.
The left half of the dialog will show the different report categories. By clicking the arrow next to a category it will expand to reveal the report
templates. The report template name will end with one of four possible suffixes. The suffix-A4 and Letter refer to the size sheet of paper the
reports were designed for, while the suffixes -Drawing (inch) and -Drawing (metric) indicate the report is designed to be placed on a drawing
page with the indicated units.
When a report template is selected, the right half of the run reports dialog will show the output options. Every report can be printed. In addition,
reports can be outputted to several different common file types. If outputting to a file then the Save As will be used to define the path at which
the report will be created. Reports can also be previewed by clicking Preview.
After the output settings are entered, the report can be run by clicking Run.
Note: The check box to the left of the desired report template will need to be checked
Preview A Report
1. Open page 1 of the 10-54 Line project, and select Output > Run Reports.
2. In the Run Reports dialog, click the arrowhead next to the category Bill of Materials (Quantified).
3. Select the report named BOM_Qty (With IDs) - Letter.
4. Click Preview to view the report.
The report automatically collects information from across the project and displays information from a variety of sources. In this case, the report
displays both part number information and Symbol data collected from the schematic.
Output A Report to a File
1. Close the report preview and continue in the Run Reports dialog.
2. Click the arrowhead next to the category Wire List.
3. Check the box next to the report template Wire List - Letter. (Ask the Instructor about the check box!)
4. Check the Output To File option and select PDF for the file type.
5. Click the ellipses in the Save As: field to open the Save As dialog.
6. Browse to the Desktop, and in the name field enter Sample Wire List.
7. Click Run.
8. When prompted, click Yes to open the output file.
Sorting, Filtering & Options

Every report template can have sorting and filtering criteria if required. Above the output options, are buttons to open the Sorting and Filtering
dialogs. Any field that is included in the report template can be used for sorting or filtering criteria. In addition, an Options button will provide
some basic options about a report template.
Note: Different options are available for different report templates.
Multiple Report Output

It is possible to simultaneously run multiple reports. This can be accomplished by selecting the checkbox next to all the reports that need to be
run. Each report that will be run as part of the group will need to have the output setting entered independently.
After all the options and setting have been entered, it is possible to save them so that they can be reused. Enter a unique name in the
Configuration field located in the upper left of the Run Reports dialog and click Save. Once the configuration is saved, it can be selected from
the drop-down list. All of the output settings are restored. Click Run to generate the selected reports.
Text On Drawing Reports
It is possible to place a report directly onto a drawing page. Text on drawing report templates are designed with specific criteria and are
indicated with the -Drawing (inch) and -Drawing (metric) suffixes. When running a Text On Drawing report, information about how the report
will be placed on the drawing page is entered in the Text On Drawing dialog.
Text On – Determines if the report will be placed on an existing drawing page or a new drawing page. If new page is selected then the New
Page dialog opens when the OK button is pressed. This allows the user to set the new page to be entered. If existing page is selected the
report will be placed on the drawing page that was open when entering the Run Reports. The User will then be prompted for the position of the
report.
Page Margins – Sets the margins that will be used when placing the report on a new drawing page.
Settings – Allows for the user to define the height of each row of data in the report, and text style used for the report. In addition, the user can
determine if the report should be displayed in one column or multiple columns.
Generate A Text on Drawing Report
1. Continuing in the Run Reports dialog, click the arrowhead next to the Page List category, and then locate and select the report named
Page List-Drawing (inch).
2. Click Text On Drawing.

3. In the Text On Drawing dialog, ensure that the Text on option is set to New Page.
4. Click OK.
5. In the New Page dialog enter in the following information:
Drawing Set – Documentation
Page Name – Index
Description – Table of Contents
6. Click OK to create the new page and generate the report.
Table Object
A report placed on a drawing is known as a Table Object. Report tables allow you to:
 Add or remove rows and columns
 Adjust table row sizes and column sizes
 Adjust alignment
 Add borders and fills
now use In After a Text On Drawing report has been placed on a drawing page, all the items in the report can be manipulated. Bentley
Substation CONNECT Edition
Engineering Design Consideration
The Engineering Design Consideration dialog scans a Bentley Substation project to locate potential issues. Once located, the user can decide
if the issue needs to be corrected or if it is, correct and should not be altered.
Like the Catalog Manager, the Engineering Design Consideration dialog is a pallet and can be locked open or set to auto hide. The toggle to
adjust this setting is located in the lower left corner of the dialog.
On the top of the dialog, the range of the engineering design consideration’s scan can be set to cover the entire project or just a specified
range of pages. Most of the dialog is used for the selection of the possible issues that should be scanned for over the specified range.
Connections
Wire Link / Potential Mismatch – Checks for cases where a wire goes through a wire link with one wire number but comes out with a
different wire number.
Cable Splice – Checks for when a cable symbol is placed on a wire and wire does not go directly to another device before branching.
Duplicated Wire number – Checks for a duplicated wire number on different potentials.
Invalid Terminal Connections – Checks for a jumper connection that is connected to a left or right connection of a terminal. It also checks for
two Jumper connections between terminals on different strips.
Wire Loop Connection – Checks for wire links that are connected in such a way that they loop back to the starting wire link.
Wire Connected To Drawing Line – Checks for a Bentley Substation wire that touches a drawing line.
Short Circuit – Checks for two wires with different wire numbers that are connected to each other in a way that bypasses the normal error
checks.
Symbol Without Connection – Checks for a symbol that does not have any wires connected to it.
Unlinked Wire Links – Checks for a wire link in the drawing that is not linked to a partner.
Wire Without Connection – Checks for a wire in the schematic that is not connected to a symbol.
Wire Without Gauge – Checks for a wire in the schematic without a gauge assigned.
Wire without Wire Number – Checks for wires without a wire number.
Different Wire Property In branch – Checks for when there is a change in any wire property on the same branch.
Cable
Cable’s Gauge / Color Mismatch With Branch’s – Checks for a cable that has a gauge and color assigned that does not match the gauge
and color that is assigned to the wire that the cable is on.
Conflicting Cable Destinations – Checks for conductors on one side of a cable that ends in different installations or locations.
Symbol
Child Symbol Without Parent – Checks for a child symbol with a family assigned that does not have a parent symbol placed in the project.
Page Without Title Block – Checks for pages that do not have a title block assigned.
Panel Layout / Wire Diagram Symbol do not match the Part Number – Checks for when the panel layout or wiring diagram symbol used
to represent a part number is not the symbol assigned in the parts database.
Question Mark In Symbol – Checks for a question mark in the Device ID or Symbol text of a symbol.
Question Mark In Wire Number – Checks for a question mark in the wire tag.
Part Number Missing from Parts Database – Checks for when there is a part number used in the project that is not found in the parts
database.
Symbol Without Part Number – Checks for symbols in the project that do not have a part number assigned.
Orphaned Panel Layout / Wire Diagram Symbol – Checks if the panel layout and wiring diagram symbols have a matching schematic
symbol placed in the project.
Data Comparison Checks

Modified Part Number Records – Compares the part numbers used in the project to the similar part numbers defined in the database,
highlighting any discrepancy if present.
Update Symbol Definitions – Compares the symbols used in the project to the similar symbols defined in the loaded catalogs, highlighting
any discrepancy if present.
Update Family Definitions – Compares the Device Families used in the project to the similar Device Families defined in the loaded catalogs,
highlighting any discrepancy if present.
Run a Engineering Design Consideration Scan of a Project
1. Open page 1 of the 10-54 Line project.

2. Select Manage > Engineering Considerations.
3. In the Engineering Design Consideration dialog, set the range to be Whole Project.
4. In the lower portion of the dialog, select the check box next to the items Wire Without Connection and Question Mark In Symbol.
5. Click Check to run the scan of the project.
6. Locate in the Question Mark In Symbol portion for the Device Tag T30.
7. Double-click on the record to Navigate to the symbol.
8. Right-click on the symbol, and in the context menu select Symbol Text.
9. Change the value for the Voltage to 138Kv.
10. Click OK to save the change and close the dialog.
The engineering design consideration scan found several cases in the project where a wire is not connected. If any of the results are
examined it will be obvious that these are wires that are not connected. However, these wires may not require any adjustment. There might
not be anything wrong with item that the engineering design consideration identifies as an issue. It is simply something that the user should be
aware exists in the project.
By double-clicking on a record in the results list, Bentley Substation will navigate to the location in the project where the possible issue is
located. Export will save a copy of the engineering design consideration report as an Excel workbook. The box under the Check column will
allow a record to be crossed out to aid the user in checking possible issues in the list. Selecting the Option tab returns the original view
allowing the project to be rescanned after the desired issues have been adjusted.

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Practice Workbook

Bentley Substation CONNECT Edition

DO NOT DISTRIBUTE - Printing for student use is permitted

 PLC and Smart Relays

 Wire Links and Wire Numbers

 Reports and Error Checking

Welcome to the Bentley Substation CONNECT Edition P&C Fundamentals course!

In this lesson we will:

 Create a new WorkSet named TrainingWorkset

 Create a new Project named T-Project01

 Create a new Project Page (Single Line Mode drawing)

4. Use the WorkSet picker and then select + Create WorkSet

In this lesson we will:

 Draw intelligent wires using the Draw Wire tool

 Change the color of wires

 Determine if two wires are connected or crossing

Wires vs. Lines

7. In the Attributes ribbon group, change the active Line Style to 0.

Wire Connection Type

Insert Wire Link

Wire Sizing Database Editor

Diagonal Connections to Devices

1. Select File to return to the Project Manager.

3. If the ProjectWise Log in dialog appears, click Cancel.

7. In Step 3, key in 10-54 LINE xyz, where xyz = your initials.

In this lesson we will:

 Select a symbol to place in a project

 Assign a part number to a symbol

 Assign symbol text to a symbol

 Place a macro in a project

Device Tag – CB42C

5. Click OK to exit the dialog.

6. Place the pilot light symbol LT in zone G5, as shown:

Device Tag – LT45G

8. Click Search to open the Select Part Number dialog.

7. Place a data point to insert the macro.

After completing this module, you will be able to:

 Understand a Device Family

 Decide when a Device Family is required

 Assign symbols to a Device Family

Device Tag – CR45E

7. In the Family field, enter 22C.

Drop Down List

4. Click OK to confirm the selection and assign the Device Family.

5. Click OK to confirm the settings and end the symbol placement.

1. Open page 1 of the Example project,

Parent Child Relationship

Text File Format

Excel File Format

Column A of spreadsheet will be the PLC address

1. Open page 4 of the 10-54 Line project.

Inputs & Outputs

4. Click OK to confirm the Device ID.

Wire Link ID Dialog

2. In the Name field, enter WLINK-B-AD.

7. RESET to accept, and then click OK to place the wire link.

1. Search for diagonal connections

2. Search for wire links

3. Sort connections within each group

4. List connections in group priority order

Manual Wire Numbers

1. Open Page 2 of the 10-54 Line project.

3. Right-click on the wire and select Wire Manager.

6. Click OK to assign the wire number.

Sub CE P&C Fund Practice Workbook

Sub CE P&C Fund Practice Workbook