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USERManual
Version3
TableofContents
LicenseAgreement...............................................................................................................................................................2
Introduction..........................................................................................................................................................................4
Installation............................................................................................................................................................................5
StandAloneandNetworkInstallation...........................................................................................................................5
DemoProject........................................................................................................................................................................9
HaspLicensingSystem..........................................................................................................................................................9
StandAloneorLeasingInstallation...............................................................................................................................9
NetworkInstallation......................................................................................................................................................9
HASPStatus.................................................................................................................................................................10
HASPNetworkConfiguration......................................................................................................................................11
GettingStarted...................................................................................................................................................................12
Section1ProjectCreation...............................................................................................................................................12
CreateaNewAccessProject.......................................................................................................................................13
ImportaProject...........................................................................................................................................................14
Section2PLANTMOMENU..............................................................................................................................................14
Section2OpenProject..................................................................................................................................................15
Section3MeasurementSystem......................................................................................................................................16
Section4Grids.................................................................................................................................................................17
Section5GridControls....................................................................................................................................................17
PipingBOMGridSpecialFeatures...............................................................................................................................21
Section6GridManager...................................................................................................................................................22
GridManagerCustomGridSelection.......................................................................................................................23
GridManagerSave...................................................................................................................................................23
GridManagerOptions..............................................................................................................................................23
GridManagerDatabaseFields.................................................................................................................................24
GridManagerAdditionalFields:ExistingandRating................................................................................................24
Section7PipingandP&IDLineDiscrepancyReport........................................................................................................24
ExcelLineListDiscrepancyReport..............................................................................................................................26
P&IDDatabase.............................................................................................................................................................26
Section8PartsCatalog....................................................................................................................................................28
Configuration...............................................................................................................................................................28
Import..........................................................................................................................................................................32
UpdatePricing.............................................................................................................................................................33
UpdateDB_CODES(PartNumbers).............................................................................................................................33
Section9RequisitionCatalog..........................................................................................................................................36
Configuration...............................................................................................................................................................36
Overview......................................................................................................................................................................40
PipingMaterialTakeOffs............................................................................................................................................42
DiscrepancyReport.....................................................................................................................................................43
Parts(Pricing)Catalog.................................................................................................................................................43
Section10Specials...........................................................................................................................................................45
ModelsList..................................................................................................................................................................45
LineList........................................................................................................................................................................45
TagList.........................................................................................................................................................................45
Queries........................................................................................................................................................................45
BoltQuantities.............................................................................................................................................................46
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PLANTMO
USERManual
Version3
LicenseAgreement
Licensor:ECESolutions,LLC.703WheelingRoad,MountProspect,IL60056
ACCEPTANCEOFTERMSOFAGREEMENTBYTHEUSERYOUSHOULDCAREFULLYREADTHEFOLLOWINGTERMSAND
CONDITIONSBEFOREUSINGTHISPROGRAM.USINGTHISPROGRAMINDICATESYOURACCEPTANCEOFTHESETERMS
ANDCONDITIONS.
Theenclosedproprietaryencodedmaterials,hereinafterreferredtoastheLicensedProgram(s),arethepropertyof
ECESolutionsLLC,hereinafterreferredtoasECE,andareprovidedtoyouunderthetermsandconditionsofthis
LicenseAgreement.YouassumeresponsibilityfortheselectionoftheappropriateLicensedProgram(s)toachievethe
intendedresults,andfortheinstallation,use,andresultsobtainedfromtheselectedLicensedProgram(s).
License Grant
InreturnforthepaymentofthelicensefeeassociatedwiththeacquisitionoftheLicensedProgram(s)fromECE,ECE
herebygrantsyouthefollowingnonexclusiverightswithregardtotheLicensedProgram(s):
1.UseoftheLicensedProgram(s)ononemachine.
2.TotransfertheLicensedProgram(s)andlicenseittoathirdpartyifthethirdpartyacknowledgesinwritingits
agreementtoaccepttheLicensedProgram(s)underthetermsandconditionsofthisLicenseAgreement;ifyoutransfer
theLicensedProgram(s),youmustatthesametimeeithertransferallcopieswhetherprintedorinmachinereadable
formtothesamepartyordestroyanycopiesnotsotransferred;therequirementtotransferand/ordestroycopiesof
theLicensedProgram(s)containedormergedintootherprograms.
YouagreetoreproduceandincludethecopyrightnoticeasitappearsontheLicensedProgram(s)onanycopy,
modification,mergedportionoftheLicensedProgram(s).
THELICENSEDOESNOTGIVEYOUANYRIGHTTOUSE,MODIFY,ORTRANSFERTHELICENSEDPROGRAM(S)ORANY
COPY,MODIFICATION,ORMERGEDPORTIONTHEREOF,INWHOLEORINPART,EXCEPTASEXPRESSLYPROVIDEDIN
THISLICENSEDAGREEMENT.
IFYOUTRANSFERPOSSESSIONOFANYCOPY,MODIFICATION,ORMERGEDPORTIONOFTHELICENSEDPROGRAM(S)
TOANOTHERPARTY,THELICENSEGRANTEDHEREUNDERTOYOUISAUTOMATICALLYTERMINATED.
Term
ThisLicenseAgreementiseffectiveuponacceptanceanduseoftheLicensedProgram(s)untilterminatedin
accordancewiththetermsofthisLicenseAgreement.YoumayterminatetheLicenseAgreementatanytimeby
destroyingtheLicensedProgram(s)togetherwithallcopies,modifications,andmergedportionsthereofinanyform.
ThisLicenseAgreementwillalsoterminateuponconditionssetforthelsewhereinthisAgreementorautomaticallyin
theeventyoufailtocomplywithanytermorconditionofthisLicenseAgreement.Youherebyagreeuponsuch
terminationtodestroytheLicensedProgram(s)togetherwithallcopies,modifications,andmergedportionsthereofin
anyform.
Limited Warranty
TheLicensedProgram(s),i.e.thetangibleproprietarysoftware,isprovided,"ASIS"WITHOUTWARRANTYOFANY
KIND,EITHEREXPRESSEDORIMPLIEDANDEXPLICITLYEXCLUDINGANYIMPLIEDWARRANTIESOFMERCHANTABILITY
ORFITNESSFORAPARTICULARPURPOSE.TheentireriskastothequalityandperformanceoftheLicensedProgram(s)
iswithyou.
Somejurisdictionsdonotallowtheexclusionoflimitedwarranties,and,inthosejurisdictionstheaboveexclusionsmay
notapply.ThisLimitedWarrantygivesyouspecificlegalrights,andyoumayalsohaveotherrightswhichvaryfromone
jurisdictiontoanother.
ECEdoesnotwarrantthatthefunctionscontainedintheLicensedProgram(s)willmeetyourrequirementsorthatthe
operationoftheprogramwillbeuninterruptedorerrorfree.
ECEdoeswarrant,however,thattheCDROM,i.e.thetangiblephysicalmediumonwhichtheLicensedProgram(s)is
furnished,tobefreefromdefectsinmaterialsandworkmanshipundernormaluseforaperiodofninety(90)days
fromthedateofdeliverytoyouasevidencedbyacopyofyourreceipt.
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PLANTMO
USERManual
Version3
ECEwarrantsthatanyprogramerrorswillbefixedbyECE,atECE'sexpense,assoonaspossibleaftertheproblemis
reportedandverified.However,onlythosecustomerscurrentontheirannualsubscriptioncontractsareeligibleto
receivethecorrectedversionoftheprogram.
Entire Agreement
ThiswrittenAgreementconstitutestheentireagreementbetweenthepartiesconcerningtheLicensedProgram(s).No
agent,distributor,salesman,orotherpersonactingorrepresentingthemselvestoactonbehalfofECEhasthe
authoritytomodifyorsupplementthelimitedwarrantcontainedherein,noranyoftheotherspecificprovisionsofthis
Agreement,andnosuchmodificationsorsupplementsshallbeeffectiveunlessagreedtoinwritingbyanofficerofECE
havingauthoritytoactonbehalfofECEinthisregard.
Limitations of Remedies
ECE'sentireliabilityandyourexclusiveremedyshallbe:
1.ThereplacementofanyCDROMnotmeetingECE's"LimitedWarranty"asdefinedhereinandwhichisreturnedto
ECEwithacopyofyourreceipt,or
2.IfECEisunabletodeliverareplacementCDROMwhichisfreeofdefectsinmaterialsorworkmanshipyoumay
terminatethisLicenseAgreementbyreturningtheLicensedProgram(s)andassociateddocumentationandyouwillbe
refundedallthemoniespaidtoECEtoacquiretheLicensedProgram(s).
INNOEVENTWILLECEBELIABLETOYOUFORANYDAMAGES,INCLUDINGANYLOSTPROFITS,LOSTSAVINGS,AND
OTHERINCIDENTALORCONSEQUENTIALDAMAGESARISINGOUTOFTHEUSEORINABILITYTOUSETHELICENSED
PROGRAM(S)EVENIFECEHASBEENADVISEDOFTHEPOSSIBILITYOFSUCHDAMAGES,ORFORANYCLAIMBYANY
OTHERPARTY.
SOMEJURISDICTIONSDONOTPERMITLIMITATIONOREXCLUSIONOFLIABILITYFORINCIDENTALAND
CONSEQUENTIALDAMAGESSOTHATTHEABOVELIMITATIONANDEXCLUSIONMAYNOTAPPLYINTHOSE
JURISDICTIONS.FURTHERMORE,ECEDOESNOTPURPORTTODISCLAIMANYLIABILITYFORPERSONALINJURYCAUSED
BYDEFECTSINTHECDROMOROTHERPRODUCTSPROVIDEDBYECEPURSUANTTOTHISLICENSEAGREEMENT.
General
Youmaynotsublicense,assignortransferyourrightsunderthisLicenseAgreementortheLicensedProgram(s)except
asexpresslyprovidedintheLicenseAgreement.Anyattemptotherwisetosublicense,assignortransferanyofthe
rights,dutiesorobligationshereunderisvoidandconstitutesabreachofthisLicenseAgreementgivingECEtherightto
terminateasspecifiedherein.ThisAgreementisgovernedbythelawsoftheStateofIllinois,UnitedStatesofAmerica.
Theinitiallicensefeeincludesone(1)yearofsupport,maintenance,andenhancementstotheprogram.Afterthefirst
1yearterm,suchupdatesandsupportareoptionalatthethencurrentupdatefee.
QuestionsconcerningthisLicenseAgreementandallnoticeshereinshallbemadebycontactingECEinwritingatECE,
703WheelingRd.,MountProspect,IL60056.
Export Restrictions
YouacknowledgetheSoftwareissubjecttoU.S.exportjurisdiction.Youagreetocomplywithallapplicable
internationalandnationallawsthatapplytotheSoftware,includingtheU.S.ExportAdministrationRegulations,aswell
asenduser,enduse,anddestinationrestrictionsissuedbyU.S.andothergovernments.Foradditionalinformationsee
http://www.bis.doc.gov.
Trademarks
CADWorxaretrademarksofCOADE.AutoCADaretrademarksofAutodesk.Windows,Access,SQLServer,Excel,Word
aretrademarksofMicrosoftCorporation.Othertrademarksarethepropertyoftheirrespectiveowners.
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PLANTMO
USERManual
Version3
Introduction
PLANTMOisasoftwareapplicationanyonecanusetoleverageanIntergraphCADWorxPLANT
databaseforprojectneeds.Ithasutilitiesthatenable:
ReportingDesignQualityandStatusPLANTMOprovidesarealtimeassessmentof3D
modelingstatusandqualityagainstassociatedP&IDdrawingsusingtheP&IDdatabaseor
anExcelLineList.
CostingProjectsRealtimewithDesignPLANTMOmonitorsprojectcostrealtimeby
trackingcomponentpricinginaGlobalPricingCatalog.Thepricingcatalogeasilyimports
ExcelspreadsheetscreatedbyanyEnterpriseResourcePlanning(ERP)system,orsupplied
bymaterialvendors.PLANTMOwillupdatethepricingofeveryiteminaCADWorxmodel
anddisplaytotalsonanyMaterialTakeOff.
UpdatingCADWorxPartNumbersPLANTMOenablesPartNumber(DB_CODE)updatesin
theModelbasedonaLongDescriptionorLongDescription/SizeMatch.Thisfunctionality
negatestheneedtomaintainPartNumbersinseparate(db.dat)textfiles.Nowitis
possibletoautomaticallyupdateapartnumberbaseduponamanufacturer,vendor,or
enterprisesystemchangeforanycomponent.
RequisitioningMaterialsPreDesignPLANTMOcreatesandstoresmaterialrequisitions
thatcanbeusedtohelpgetmaterialspurchasedbeforeanyCADDesignbegins.
RequisitionManagementPLANTMOprovidesawayforprojectmanagersandengineersto
createandotherwisetrackrequisitionsagainstprojects.Atanypointduringaproject
PLANTMOwillcomparewhathasbeenrequisitionedagainstwhatisrequiredaccordingto
CADWorxModels.ThisdiscrepancyreportingsystemprovidestheMaterialControls
necessaryduringanentireprojectlifecycle.
Basically,PLANTMOallowsyoutogetmoreoutofyourintelligentPlantDrawings.
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PLANTMO
USERManual
Version3
Installation
StandAloneandNetworkInstallation
DownloadtheApplicationfromwww.ecedesign.comorinsertthemediawherethe
PLANTMO_Setup.exeexists.BrowsetothePLANTMO_Setup.exefilelocationandstartthe
installationbydoubleclickinginthefile.Followthesetupdialogboxes.
Caution
EnsurethatallotherapplicationsareshutdownespeciallythosethatemploytheHASP
protectionsystemlikeCADWorx.
STEP1 ThePLANTMOWelcomeScreenwillbeshownasfollows.ClickNEXTtocontinue.
STEP2 AcceptLicensingAgreementonthescreenbelow.Theusermustreadandacceptby
clickingintheradiobutton.ClickNEXTtocontinue.
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PLANTMO
USERManual
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STEP3 Installation/DestinationLocation.ThedefaultlocationisC:\ProgramFiles\ECESolutions.
ThisisthesamelocationasPIDMOandwillnotcauseanyconflicts.Ifadifferentlocation
isdesiredthenusetheBROWSEbutton.ClickNEXTtocontinue.
STEP4 StartMenuLocation.ThedefaultlocationintheStartMenuisECESolutions.Ifa
differentlocationisdesiredthenusetheBROWSEbutton.ClickNEXTtocontinue.
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PLANTMO
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STEP5
STEP6
Confirmation.ClickNEXTtocontinue.
Installation.Thescreenbelowdepictstheinstallationofthefiles.
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PLANTMO
USERManual
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STEP7
Completion.ThefollowingscreendepictsthesuccessfulinstallationofPLANTMO.Click
Finishtocontinue.
STEP8 TheinstallationoftheHASPProtectionSystemandEvaluationLicensewillstart
immediately.ThisisthesamesystemusedbyCADWorx.TheHASPruntimedriverswillbe
updatedtothelatestversionbyHASP.
STEP9 ThefollowingscreenwillappearwhiletheHASPSystemisbeinginstalled.
STEP10 Oncecomplete,acknowledgetheHASPsysteminstallationbyclickingtheOKbuttonon
thefollowingscreen.
Note
Iftheoperationdoesnotcompletesuccessfullythenpleasecontactusat
support@ecedesign.com
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PLANTMO
USERManual
Version3
DemoProject
AfullyfunctionalDemoProjectisinstalledwithPLANTMOandcanbeusedwithPLANTMOunder
C:\PLANTMO\CADWorx\PID.TheDemoProjectcontainsthefollowing:
CADWorxP&IDprojectwithallthesupportfilesandacoupledrawings
CADWorxPlantlibraryfiles,SPECfilesandacoupleModels
ISOGENDirectoriesandaStyleSheetforPLANTMOCAD
HaspLicensingSystem
PLANTMOemploysthesameHASPKeytechnologyasdoesCADWorx.TherearethreeKeysinthe
PLANTMOSystem.ThePURPLEKeyisforStandAloneLicensing.TheREDKeyisforNetwork
Licensing.TheBLACKKeyisforleasing.
StandAloneorLeasingInstallation
InstallPLANTMO.
InsertthePURPLEorBLACKStandAloneHASPKeyintoanyavailableUSBPortonthecomputer.
TheHASPkeywillberecognizedandPLANTMOwillbeauthorizedtorun.
NetworkInstallation
InstallPLANTMOononeoftheNetworkStations.
BrowsetotheC:\ProgramFiles\ECESolutionsFolder.
C:\ProgramFiles\ECESolutionsisthedefaultinstallationfolder.
Note
Copythelmsetup.exetotheWindowsServerthatwillhousetheREDNetworkHASPkey.
Oncelmsetup.exeisinstalled,inserttheREDkeyintotheserver.TheHASPkeywillberecognized
andPLANTMOCADwillbeauthorizedtorunviathenetwork.
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PLANTMO
USERManual
Version3
HASPStatus
Licensingcanbecheckedbyanyworkstationonthenetworkusingthefollowinglink:
http://localhost:1947/_int_/ACC_help_index.html
AshortcuttothelinkisinstalledwithPIDMOintheStartMenuunderECESolutions.Thislinkis
totheAladdinHASPLicenseManagerAdminControlCenterandcontrolsandmonitorstheHASP
Keylicensing.BelowisascreenshotoftheAdminControlCenterinInternetExplorer.
UsingthelefthandMenubar,thestatusofallHASPKeyscanbemonitored.Thebelowscreen
shotdisplaysthecurrentkeysconnectedtothesystem.TheHASPSLkeyrepresentsanEvaluation
keyandtheREDHaspKeyrepresentsaNetworkKeywith2Licensesavailable.
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PLANTMO
USERManual
Version3
HASPNetworkConfiguration
ConfigurationoftheWorkstationisvirtuallyseamlessandWorkstationwillbeabletoautomatically
findtheserver.IncircumstanceswheretheServerandWorkstationareoncompletelydifferent
subnets,theAladdinHASPLicenseManagerAdminControlCentermustbeconfiguredonthe
workstationtopointtotheServerasfollows:
JustplacetheIPAddressoftheServerintheSearchParametersandletthelicensingsystemhandle
therest.ThisVersionoftheHASPsoftwarenegatestheneedoftheNETHASP.INIfileconfiguration.
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PLANTMO
USERManual
Version3
GettingStarted
PLANTMOisastandaloneapplicationthatprovidesadditionalfunctionalityforCADandNonCAD
users.AnimportfeatureallowsPLANTMOtoconnecttoanyexistingCADWorxPLANTorCADWorx
Steelproject.Further,PLANTMOcanbeusedtocreateallfuturePLANTprojectsbyleveraginga
seedprojectfolderdatabaseandstructure.
PLANTMOincludesthefollowingfunctionality:
AviewdirectlyintotheCADWorxPlantandSteeldatabasesfromtheCAD
Environment.
AUtilityfordiscrepancyreportingbetweentheP&IDandPipingModelLines
AUtilitytomanagepricing
AUtilityformaintainingPartNumberswithalinkbacktoanERPorPurchasing
System.
AUtilityformanagingrequisitionsattheprojectlevel.
Note
PLANTMOiscurrentlyisusablewithACCESSorSQL.
Section1ProjectCreation
BeforeusingPLANTMO,aprojectmustexist.Thereare3waystocreateaPLANTMOprojectas
follows:
1. Createanewproject(AccessDatabaseProjectsOnly)
2. ImportaLegacyProject(AccessDatabaseProjectsOnly)
3. CreateanewProjectinCADWorxandmodifymanually.(usesupport@ecedesign.comfor
assistanceinthismethodology.)
ECEcansupportothermethodsifrequiredbutthesearemanuallyintensive.
Note
Note
TheDemoProjectcanbeusedtoduringthiswalkthrough.
BackUpyourLegacyProjectsbeforeimporting.ImportingAccessLegacyProjectscan
Warning sometimesfailduetothemanydifferentstatesoftheexistingAccessDatabase.In
situationswhereaproblemoccurs,theoriginaldatabasewillnotbemodified.Please
contactECEimmediatelyforsupportinupgradingtheprojectforusewithPLANTMO.
PLANTMOhasawizardforeachautomatedoptionasshownbelow:
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PLANTMO
USERManual
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CreateaNewAccessProject
TheCreateAccessProjectwizardwillestablishanewprojectinauserdefinedstoragelocation.
ThisnewprojectwillbebasedupontheUserDefinedPLANTMOSeeddatabase.Simplyselecta
newfolderlocationtocreateanewproject.IfanewPLANTMOSeeddatabaseisrequiredthen
clickovertothePLANTMOSEEDDatabasetabandselect.
.
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PLANTMO
USERManual
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ImportaProject
TheImportLegacyAccessProjectwizardwillestablishanewprojectfolderinauserdefined
storagelocationbaseduponaLegacyintelligentCADWorxprojectdatabase.Alongwiththe
LegacyDatabase,allfilesandfoldersrequiredbyPLANTMOwillbecreated.Allexistingdrawing
filesandfoldersrelativetotheLegacydatabasemustbemanuallycopiedthroughWindows
ExplorerintothenewProjectFolder.Simplyfollowthewizardstepstocreateanewprojectbased
uponanexistingdatabaseandthencopyintherequireddrawingfiles.
Note
PLANTMOwillbemodifyingthenewdatabasetoensurealltherequiredtablesand
fieldsexist.Inaddition,PLANTMOwilladdalltherequiredfoldersandpopulatethem
withtemplatesfromtheSeeddatabase.AnyexistingExceltemplates,AutoCAD
drawingsoranyotherfileswillhavetobemovedorcopiedintothenewproject
foldersaftercreatingitinordertomakethemavailableforuse.
Section2PLANTMOMENU
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PLANTMO
USERManual
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UsingtheApplicationMenu,theusercaninitiatethefollowingtasks:
OpenAccessProjectOnselection,theuserwillbepromptedtoselectanIntergraph
CADWorxPLANTAccessdatabase.
OpenSQLProjectOnselection,theuserwillbepromptedtoselectanIntergraph
CADWorxPLANTSQLdatabase.
OpenSQLSchemaProjectOnselection,theuserwillbepromptedtoselectanIntergraph
CADWorxPLANTSQLdatabase.
CloseProjectClosesthecurrentlyopenproject.
Create/ImportAccessProject
o CreateaNewAccessProject.ThisProjectisbasedontheSeedDatabaseandcanbe
modifiedtosuiteachcustomersrequirements.
o ImportLegacyAccessProjectThisimportsanexistingIntergraphCADWorxPLANT
database.TheonlychangeappliedtothedatabaseistoaddacostfieldtothePIPE
table.ThisallowsPLANTMOtotrackprojectcosts.
ConfigurePartsCatalogThisallowstheusertopointtowardsaGlobalPartsCatalog.
ConfigureRequisitionCatalogThisallowstheusertopointtowardsaGlobalRequisitions
Catalog.
ImportGridConfigurationImportsapreviouslyexportedGridConfigurationfile.
ExportGridConfigurationExportsthecurrentGridConfigurationfile.
Section2OpenProject
UsetheOpenAccessProjecttoselectaCADWorxPLANTDatabase.
Caution
OpeninganExistingCADWorxDatabasewithoutusingtheImportLegacyProject
firstmayresultinunexpectedbehavior.
Note
AdemoprojecthasbeenpreloadedonthemachineatC:\PLANTMO\CADWorx\PID.
Thisdemocanbeusedtofacilitateanevaluationofthesoftware.
Onceavaliddatabaseisopenedthefollowingscreenwillappear:
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PLANTMO
USERManual
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PLANTMOisnowconnectedtotheIntergraphCADWorxPLANTdatabaseandtheMeasurement
SystemandGridsmustbesetup.ThedefaultmeasurementsystemisImperial.ThedefaultGrid
displaystheID_COUNTfieldonly.
UsingtheGridManager,tencustomgridscanbesetupforeverytab:
PipingBOM
PipingMTOs
PipingMTOwithDrawingFilter
PipingMTOwithLineFilter
SteelBOM
SteelMTOs
Inordertodeleteand/oreditrowsinthePipingBOMGrid,TheUNIQUE_IDfieldor
Note
ID_COUNTandDWG_NAMEfieldsis/arerequired.Seebelowforeditingfunctionality.
Section3MeasurementSystem
Themeasurementsystemisalwaysdrivenfromthedrawingenvironment.Changingthe
measurementsystemselectioninPLANTMOdoesnothingmorethaninformPLANTMOwhat
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measurementsystemisinforcefortheopenproject.Selectthemeasurementsystemusedby
theprojectbypressingtheImperialorMetricbuttonsasshownbelow.
Section4Grids
ThefollowingarethecurrentlyavailableGridsinPLANTMOandaccessedthroughthetabsbelow
theRibbon:
PipingBOMThisGridcontainsthecurrentinformationinthePIPETable.ThePIPETable
housesthelatestCADWorxPLANTinformation.
PipingMTOsThisGridcontainsaMaterialTakeofforRollupofthePIPETable.
PipingMTOwithDrawingFilterThisGridcontainsaMaterialTakeofforRollupofthePIPE
TablewithanoverallDrawingFilter.
PipingMTOwithLineFilterThisGridcontainsaMaterialTakeofforRollupofthePIPE
TablewithanoverallLineFilter.
SteelBOMThisGridcontainsthecurrentinformationintheSTEELTable.TheSTEELTable
housesthelatestCADWorxPLANTinformation.
SteelMTOsThisGridcontainsaMaterialTakeofforRollupoftheSTEELTable.
EachGridcanbesetupwith10CustomViews.EachGridhasspecificcontrolsandfunctionalityas
notedinthenextsection.
Section5GridControls
EachGridhasthefollowingcontrols:
RefreshAtanytime,theRefreshcanbepressedtogatherupthelatestinformation
addedtothedatabasethroughthedrawingenvironment.
SortingByclickingonthecenterofthetopofacolumn,theGridwillsortallrowsbythat
column.
ColumnFilteringByhoveringovertherightofthetopofacolumn,theGridwilldisplaya
dropdownforthatcolumn.
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PLANTMO
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o Whenpressed,thedropdowndisplaysapowerfulexcelstylefilteringcapabilityas
shownbelow:
o Bycheckinganduncheckingthevariousitems,theuserisabletofiltertheGridtosee
onlythedesireditems.
o ApowerfulTextFilterisavailableusingthedropdownatthebottomoftheFilterbox.
ItemCountEachGridTotalthenumberofitemscurrentlydisplayedintheGridand
displaysitinthebottomrightontheGridStatusBar.
OverallFilterEachGridhasanoverallfiltersetupintheGridManager(
Section6GridManager).Thecurrentoverallfiltersettingcanbedisplayedusingthefilter
buttonontheStatusBarbelowthegridasshownbelow.OnlyActiveFiltersettingswillbe
displayed.
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PLANTMO
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ExportGridEveryGridcanbeexportedusingavarietyoffunctions:
o QuickReportSelectingQuickReportwillbringupadialogboxtochoosea
predefinedtemplate.Selectedatemplate,adestinationfolderandstartroware
allthatisrequired.
o ExporttoExcelSelectingtheExportGrid(xlsx)willexportallrowsinthe
GridFilteredandUnfiltered.TheFilteredRowswillappearinvisibleinExcel
butthedatawillbepresent.
o ExporttoExcelFilteredSelectingtheExportFilteredGrid(xlsx)willexport
justthevisibleorUnFilteredRowsintheGrid.
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PLANTMO
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o ExporttoDBFThereisanOptionsScreenaswellastheactualExport.
ExportGridSelectingtheExportGrid(dbf)buttonwillproducea
DBFoutputfile
OptionsSelectingtheDBFOutputOptionswillbringupthe
followingdialog.ThedialogallowstheusertoMAP/SETtheoutputted
DBFColumnHeaders.Inaddition,theusercanputinaPathforthe
Modelsthatwillbeaddedtothemodelnameinthedrawingcolumn.
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SaveCustomGridFiltersTheUsercansavetheCurrentGridFiltersforeachofthe10
CustomGridViews.OncetheGridisFilteredasdesired,theSaveGridFilterButtonis
pressed.IfaNewCustomGridisloadedthentheCustomFilterforthatGridViewisloaded.
TheVisualIndicationthatacustomGridFilterissetisthechangeinICONcolor.
SavingtheGridFilterwithnoFilterssetremovestheCustomGridFilter.
Note
ClearGridFiltersPresstheClearGridFiltersbuttontoclearthecurrentGridFilters.Itwill
notcleartheSavedFilters.ToClearthesavedfilterstheUsermustresavetheGridFilters
withnoneset(oraftertheyhavebeencleared).
PipingBOMGridSpecialFeatures
ThePipingBOMGridhassomeadditionalfeaturesincludingthefollowing:
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RowDeletion(PipingBOMGridOnly)UsingtheDeleteSelectedRowsbuttonlocated
beneaththeGridontheStatusBar,theUserisabletodeleterowsintheCADWorxPLANT
database.Possibleusesinclude:
o DeletedDrawingsDeletedModelsdonotgetautomaticallyremovedfromthe
database.ByfilteringtheGridbyDWG_NAME,theUseriscaneasilydeletethe
drawingentriesinthedatabase.
o DrawingNameChangesDrawingnamechangesdonotgetautomaticallyremoved
fromthedatabase.ByfilteringtheGridbyDWG_NAME,theUseriscaneasily
deletethedrawingentriesinthedatabase.
EditingQuickeditsinthePipingBOMGridarepossible.Theuserisabletoeditthe
followingfieldsinthePipingBOM:
o ShortDescriptionSHORT_DESC
o LongDescriptionLONG_DESC
o SizeALPHA_SIZE
o SizeALPHA_SIZE
o CostCOST_
o PartNumberDB_CODE
o LineNumberLINE_NUM
o WeightWEIGHT
o TagTAG
Cut,CopyandPasteFunctionalityThesefunctionsareavailablewhileineditmodeusing
thestandkeyboardfunction(Copy/Ctrlc,Cut/Ctrlx,orPaste/Ctrlv)ortherightclickmenu.
Note
Inordertodeleteand/oreditrowsinthePipingBOMGrid,TheUNIQUE_IDfieldor
ID_COUNTandDWG_NAMEfieldsis/arerequired.Seebelowforeditingfunctionality.
Section6GridManager
TheGridManagerisavailableforeveryGrid.PressingtheGridManageraboveaGridwillbringup
thegridmanagerforthespecificgrid.
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Oncepressed,theGridManagerfortheshownGridwilldisplayasfollow:
GridManagerCustomGridSelection
UsingtheDropDownListintheRibbon,theusercanselectanyof10CustomGrids.Theusercan
thenselectanyoftheoptions,enteracustomPositionNameandchoosetherequiredfieldsto
display.
GridManagerSave
OnceaCustomGridissetup,theusercanSavetheConfiguration.AllCustomGridsaresavedto
theUsersProfileandcanbeexportedandimportedfromthemainPLANTMOMenu.
GridManagerOptions
TheGridManagerdisplaysthefollowingOptioncheckboxes:
ExcludeFabricationItems
IncludeExistingComponents
IncludeIsometricStartSigns
IncludeIsometricStopSigns
IncludeWelds
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IncludeErectionItems
IncludeGenericAttachItems
Theappropriateoptionsareselectedbytheuserandimmediatelybecomeactivefortherespective
grid.
OntheMaterialTakeoffGrid,theOptionsapplytoalloftheselectableGrids.
Note
GridManagerDatabaseFields
Inadditiontotheaboveoptions,theUserisprovidedwithalistofDatabaseTablefieldsandalist
ofCurrentlySelectFields.TheUsercanmovethefieldsfrom/totheSelectedFieldslistusingthe
associatedleftandrightarrows.TheUserisabletocontrolthefieldpositionintheGridbyusing
theassociatedupanddownarrows.
UponclosingtheGridManager,therespectiveGridwillberefreshedautomatically.
GridManagerAdditionalFields:ExistingandRating
Inadditiontotheaboveoptions,thePipingBOMGridUserisprovidedwiththeoptiontoaddan
ExistingFieldandRatingFieldtotheGrid.
ExistingWhenselected,PLANTMOreviewsthestatusofeachComponentrowintheGrid
asdefinedandmakesiteitherExistingorProposed.
RatingWhenselected,PLANTMOreviewsthelongdescriptionofeachComponentand
identifiestheRatingbylookingforLBor#inthelongdescription.
Section7PipingandP&IDLineDiscrepancyReport
PLANTMOhastheabilitytoprovideaLinediscrepancyreportbetweenthePipingBOMaP&IDLine
List.Thediscrepancyreportwillprovide:
AlistofPipingBOMlinesnotedwithMATCHorNOMATCHintheP&IDLineList.
AlistofP&IDlinesnotedwithMATCHorNOMATCHinthePipingBOM.
ToaccesstheDiscrepancyReportingpresstheCompareP&IDsandPipingbuttonasshown
below:
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ThePipingLineLististakenfromthecurrentlyopenprojectdatabase.TheP&IDLineListcanbe
takenfromanExcelLineListordirectlyfromtheP&IDDatabase.
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ExcelLineListDiscrepancyReport
Step1TouseanExcelLineList,createasimpleExcelSpreadsheetwithallofthelineslistedin
ColumnAofthespreadsheet.Noheaderisrequired.
Step2PresstheExcelLineListbutton.PLANTMOwillprompttheUsertoselectthecorrect
worksheet.Onceselectedthereportwillrunasshownbelow:
Afterthereportiscompleted,PLANTMOwilldisplaytheTotalLines,thenumberofmatchedand
unmatchedlines.
P&IDDatabase
IftheP&IDDatabaseandthePIPEDatabaseareoneinthesamethenpressingtheP&ID
Databasebuttonwillproducethereportwithouttheneedforanyfurtheruserinteraction.
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Afterthereportiscompleted,PLANTMOwilldisplaytheTotalLines,thenumberofmatchedand
unmatchedlines.
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Section8PartsCatalog
ThePartsCatalogholdsthepricingandpartnumberinformationforallthepartsusedbyCADWorx.
ThePartsCatalogisGlobalsothatitmaybeleveragedacrossprojectsjustlikethespecifications.
UsinganExcelSpreadsheet,theUserisabletoimportallthepricingandpartnumberdataand
thenwiththepressofabuttonupdatetheModelPricing,updatethepartnumbersintheModel
basedonLongDescriptionorupdatethepartnumbersintheModelbasedonLongDescriptionand
Size.PressthePartCatalogbuttontoenterthecatalog.
Configuration
InthePLANTMOMenu,PresstheConfigurePartsCatalogbuttontodisplaytheconfiguration
screen.ThisScreenwillautomaticallybedisplayediftheCatalogisnotalreadyconfigured.
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Access
SelecttheACCESSradiotodisplaythefollowingconfigurationscreen:
PresstheSelectAccessDatabasebuttonandchoosethedatabasethatwillhousetheGlobal
PricingCatalog.ThePricingCatalogdatabaserequiresonetable:ECE_PL_COMPONENT_PRICING.
IfthetabledoesnotexistthentheUserwillbepromptedbyPLANTMOtoautomaticallycreatethe
tableaftertheOKbuttonispressed.
SQL
SelecttheSQLradiotodisplaythefollowingconfigurationscreen:
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TheSQLServerconnectionisthroughapredefinedODBCConnection.Pleasesetupa
PLANTMO_SQL_SERVERDSNonthecomputerthroughWindows.PleasecontactyourIT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication.IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered.Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
Note
Note
DefaultSchemaofDBOisassumedwiththisselection
Note
TestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnection
tothedatabase.
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SQL with Schema
SelecttheSQLWithSchemaradiotodisplaythefollowingconfigurationscreen:
TheSQLServerconnectionisthroughapredefinedODBCConnection.Pleasesetupa
PLANTMO_SQL_SERVERDSNonthecomputerthroughWindows.PleasecontactyourIT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication.IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered.Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
EntertherequiredSchemainthetextfield.ContactyourSQLAdministratorformoreinformation.
RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
Note
Note
TestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnection
tothedatabase.
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Import
ThePartsGridcanbeimportedfromExceltofacilitateeasyupdatesfromthevariouspurchasing
systems.TheimportroutinesallowsforcustomizedcolumnmappingsothattheExcelSpreadsheet
cancontaincountlessfields.Ensurethataheadercontainsthedescriptionsandthesewillbe
shownwhentheimportroutineisinitiated.
Ifacolumnisnotmappedthenitwillnotbeimportedintothetablenorwillthe
Note
informationforthatparticularcolumnbeoverwritteniftherecordalreadyexists.
DB_CODESorPartNumbersmustbeUnique.Otherwise,informationmaybe
Note
overwrittenononeoftherecords.
Step1PresstheImportfromExcelbuttonintheExternalCatalogGroupontheribbon.
Step2SelecttheWorksheettoimport.
Step3MaptheColumnsintheExcelSpreadsheettothecolumnsstoredbyPLANTMOinthe
databaseusingthebelowdialogbox:
Step4PressOK.
Notes
ACancelButtonisavailableaftertheprocesshasstart.
ACountoftheimportedrecordswillappearinthelowerrighthandcorner.
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Note
FieldsthatareNOTMAPPEDduringimportwillnotbeoverwritteniftheItem
Code/DB_CODEalreadyexistsinthetable.
Export
PresstheExporttoExcelbuttonintheExternalCatalogGroupontheribbonandselectalocation
atthesubsequentprompt.
Open Pricing Worksheet
PresstheOpenPricingWorksheetbuttonintheExternalCatalogGroupontheribbonandselect
aworksheettoopeninExcel.
UpdatePricing
UponpressingtheUpdatePipingModelPricingbutton,PLANTMOwilllookthroughtheentire
PipingModelandsubsequentlysearchthePricingCatalogforupdatedpricing.Ifamatchisfound
thenthePipingModelpricingisupdated.
UpdateDB_CODES(PartNumbers)
PLANTMOhastheuniqueabilitytomanagethepartnumbers(DB_CODEs)onaprojectorglobally
acrossallprojectssothatthepartnumbersalignwithanenterprisesystem.CADWorxnormally
handlesthisthroughtheuseofatextfilewiththedefaultnameofDBCODES.DAT.Themain
issuewiththeDBCODES.DATfileistheactualmanagementandupdateofthetextfilesoitisin
alignmentwiththeUserspurchasingsystem.
Tothatend,PLANTMOleveragestheGlobalPricingCatalogandthefactthatLongDescriptionsare
usuallyuniqueandifnotcanbemadeuniqueonetime.
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Long Description
UponpressingtheLongDescbutton,PLANTMOwilllookateachiteminthePipingModelfora
matchonLongDescriptionintheGlobalPricingCatalog.IfamatchisfoundthenthePipingModel
itemisupdatedwiththecorrectpartnumber.
UponpressingtheLongDescandSizebutton,PLANTMOwilllookateachiteminthePiping
ModelforamatchonLongDescriptionandSizeintheGlobalPricingCatalog.Ifamatchisfound
thenthePipingModelitemisupdatedwiththecorrectpartnumber.
Editing
Inadditiontoimporting,thePricingCatalogGridiscompletelyeditable.Duringediting,therow
indicatorwillchangefromthestandardArrow( )tothePencilicon( ).
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RightclickingwillbringuptheeditmenuforstandardwindowscontrolsandpressingtheCancel
Editbuttonwillcancelanychanges.
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Section9RequisitionCatalog
TheRequisitionCatalogholdstherequisitionsonallCADWorxProjectsanditsintendedaudienceis
theprojectmanagementdepartment.TheRequisitionCatalogisGlobalsothatitmaybeleveraged
acrossprojectsjustlikethespecifications.TheUserisabletoleveragethePipingModelMaterial
Takeoff,theGlobalPricingCatalogaswelladiscrepancyreportbetweenthepipingmodelandthe
currentlyfilteredRequisitionCatalog.Oncerequisitionsarecreatedtheycanbeexportedtoexcel
toenablesendingtothepurchasingdepartment.
Configuration
InthePLANTMOMenu,PresstheConfigurePartsCatalogbuttontodisplaytheconfiguration
screen.ThisScreenwillautomaticallybedisplayediftheCatalogisnotalreadyconfigured.
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Access
SelecttheACCESSradiotodisplaythefollowingconfigurationscreen:
PresstheSelectAccessDatabasebuttonandchoosethedatabasethatwillhousetheGlobal
PricingCatalog.ThePricingCatalogdatabaserequiresonetable:ECE_PL_REQUISITIONS.Ifthe
tabledoesnotexistthentheUserwillbepromptedbyPLANTMOtoautomaticallycreatethetable
aftertheOKbuttonispressed.
SQL
SelecttheSQLradiotodisplaythefollowingconfigurationscreen:
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TheSQLServerconnectionisthroughapredefinedODBCConnection.Pleasesetupa
PLANTMO_SQL_SERVERDSNonthecomputerthroughWindows.PleasecontactyourIT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication.IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered.Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
Note
Note
DefaultSchemaofDBOisassumedwiththisselection
Note
TestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnection
tothedatabase.
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SQL with Schema
SelecttheSQLWithSchemaradiotodisplaythefollowingconfigurationscreen:
TheSQLServerconnectionisthroughapredefinedODBCConnection.Pleasesetupa
PLANTMO_SQL_SERVERDSNonthecomputerthroughWindows.PleasecontactyourIT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication.IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered.Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
EntertherequiredSchemainthetextfield.ContactyourSQLAdministratorformoreinformation.
RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
Note
Note
TestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnection
tothedatabase.
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Overview
PressingtheRequisitionCatalogribbonbuttonopentheRequisitionCatalog.
TheRequisitionCatalogfacilitatescreatingpurchaserequisitionsforaproject.Sincetherearea
widevarietyofpurchasingsystemsaswellascountlessformats,PLANTMOprovidesaneasywayto
gettherequiredpartsouttoExcel.
PLANTMOimplementsashoppingcarttofacilitatethecreationoftherequisitions.Usingthe
PipingMaterialTakeOffs,PipingMaterialTakeOffswithDrawingFilter,PipingMaterialTakeOffs
withLineFilter,DiscrepancyReport,andPricing(Parts)CatalogTabsshownbelow,theUserisable
toselectpartsandaddthemtotheShoppingCart.Onceadded,theUserisabletonavigatetothe
ShoppingCartandCreateaRequisition.
ThePipingMaterialTakeOffs,PipingMaterialTakeOffswithDrawingFilter,andPiping
Note
MaterialTakeOffswithLineFilterGridsareonlyavailableiftheDB_CODE(Part
Number)fieldisintheGrid.ThisisarequiredfieldtochooseParts.
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Excel
AllGridscanbeexportedtoExcelusingtheExportToExcelribbonbutton.Pressthebuttona
dialogwilldisplayfortheusertoselectthesavelocation.
Grids
EachGridhasthefollowingcontrols:
RefreshAtanytime,theRefreshcanbepressedtogatherupthelatestinformation
addedtothedatabasethroughthedrawingenvironment.
SortingByclickingonthecenterofthetopofacolumn,theGridwillsortallrowsbythat
column.
ColumnFilteringByhoveringovertherightofthetopofacolumn,theGridwilldisplaya
dropdownforthatcolumn.
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o Whenpressed,thedropdowndisplaysapowerfulexcelstylefilteringcapabilityas
shownbelow:
o Bycheckinganduncheckingthevariousitems,theuserisabletofiltertheGridtosee
onlythedesireditems.
o ApowerfulTextFilterisavailableusingthedropdownatthebottomoftheFilterbox.
PipingMaterialTakeOffs
Note
ThePipingMaterialTakeOffs,PipingMaterialTakeOffswithDrawingFilter,andPiping
MaterialTakeOffswithLineFilterGridsareonlyavailableiftheDB_CODE(Part
Number)fieldisintheGrid.ThisisarequiredfieldtochooseParts.
ThePipingMaterialTakeOffGridscontainalistingofthepartsinthePipingModels.TheDrawing
FilterandLineFilterGridsaresetbeforeenteringtheCatalog.
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SelectaLineItem(s)byclickingontheCARTcheckboxandthenclickingontheAddSelectedto
CartribbonbuttonwilladdtheitemtotheShoppingCartGrid.
DiscrepancyReport
PressingtheRunDiscrepancyReportribbonbuttonwillinitiatethesequenceagainstthecorrect
PipingMTOGrid.TheDiscrepancyReportwillcomparetheselectedPipingMaterialTakeOffpart
tothecurrentlyVisibleandunfilteredrequisitionsintheRequisitionsGrid.Afterthecomparison,
theQuantityRequired,QuantityOrderedandDiscrepancywillbequicklydetermined.
Afterthereportisdone,theUsercanselectaLineItem(s)byclickingontheCARTcheckboxand
thenclickingontheAddSelectedtoCartribbonbuttonwilladdthediscrepancyitem(s)to
theShoppingCartGrid.
Parts(Pricing)Catalog
ThePartsCatalogGridcontainsalistingofallthepartsinthePricingCatalog.
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SelectaLineItem(s)byclickingontheCARTcheckboxandthenclickingontheAddSelectedto
Cartribbonbuttonwilladdthediscrepancyitem(s)totheShoppingCartGrid.
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Section10Specials
ModelsList
ThiswillprovideadistinctlistofModelsintheproject.
LineList
ThiswillprovideadistinctlistofLinesintheproject.
TagList
ThiswillprovideadistinctlistofTagsintheproject.
Queries
ThiswillprovidealistofQueriesorViewspreconfiguredintheprojectdatabase.TheUseris
abletoselectaqueryandseetheresultantdata.ForExample:
TheresultantviewcanthenbeexportedtoExcelasrequired.
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BoltQuantities
CADWorxwillappendaBoltQuantitytothefrontofthelongdescriptionforBolts.Insome
cases,theCADWorxUserdoesnotwantthisappended.ThisfunctionwillremovetheBolt
QuantityfromallBoltlongdescriptions.
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