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PLANTMO

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:

ViewingandExtractingMaterialTakeoffsPLANTMO has a Grid Manager to completely control


how component data is displayed. Users can customize views to meet their viewing and extraction
requirements. Excel style filters are available so users can reduce the selection set to their exacting
needs before exporting to Excel.
o Individual Item Listing
o Automatically totals Item requirements
o Automatically totals Pipe requirements
o Automatically totals by Line Number, SPEC, etc

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
Version3

STEP3 Installation/DestinationLocation.ThedefaultlocationisC:\ProgramFiles\ECESolutions.
ThisisthesamelocationasPIDMOandwillnotcauseanyconflicts.Ifadifferentlocation
isdesiredthenusetheBROWSEbutton.ClickNEXTtocontinue.

STEP4 StartMenuLocation.ThedefaultlocationintheStartMenuisECESolutions.Ifa
differentlocationisdesiredthenusetheBROWSEbutton.ClickNEXTtocontinue.

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PLANTMO
USERManual
Version3
STEP5

STEP6

Confirmation.ClickNEXTtocontinue.

Installation.Thescreenbelowdepictstheinstallationofthefiles.

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PLANTMO
USERManual
Version3
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
Version3

CreateaNewAccessProject
TheCreateAccessProjectwizardwillestablishanewprojectinauserdefinedstoragelocation.
ThisnewprojectwillbebasedupontheUserDefinedPLANTMOSeeddatabase.Simplyselecta
newfolderlocationtocreateanewproject.IfanewPLANTMOSeeddatabaseisrequiredthen
clickovertothePLANTMOSEEDDatabasetabandselect.

.
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PLANTMO
USERManual
Version3

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
Version3
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
Version3

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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PLANTMO
USERManual
Version3
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
USERManual
Version3

o Whenpressed,thedropdowndisplaysapowerfulexcelstylefilteringcapabilityas
shownbelow:

o Bycheckinganduncheckingthevariousitems,theuserisabletofiltertheGridtosee
onlythedesireditems.
o ApowerfulTextFilterisavailableusingthedropdownatthebottomoftheFilterbox.
ItemCountEachGridTotalthenumberofitemscurrentlydisplayedintheGridand
displaysitinthebottomrightontheGridStatusBar.
OverallFilterEachGridhasanoverallfiltersetupintheGridManager(
Section6GridManager).Thecurrentoverallfiltersettingcanbedisplayedusingthefilter
buttonontheStatusBarbelowthegridasshownbelow.OnlyActiveFiltersettingswillbe
displayed.

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PLANTMO
USERManual
Version3

ExportGridEveryGridcanbeexportedusingavarietyoffunctions:

o QuickReportSelectingQuickReportwillbringupadialogboxtochoosea
predefinedtemplate.Selectedatemplate,adestinationfolderandstartroware
allthatisrequired.

o ExporttoExcelSelectingtheExportGrid(xlsx)willexportallrowsinthe
GridFilteredandUnfiltered.TheFilteredRowswillappearinvisibleinExcel
butthedatawillbepresent.
o ExporttoExcelFilteredSelectingtheExportFilteredGrid(xlsx)willexport
justthevisibleorUnFilteredRowsintheGrid.

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PLANTMO
USERManual
Version3
o ExporttoDBFThereisanOptionsScreenaswellastheactualExport.

ExportGridSelectingtheExportGrid(dbf)buttonwillproducea
DBFoutputfile
OptionsSelectingtheDBFOutputOptionswillbringupthe
followingdialog.ThedialogallowstheusertoMAP/SETtheoutputted
DBFColumnHeaders.Inaddition,theusercanputinaPathforthe
Modelsthatwillbeaddedtothemodelnameinthedrawingcolumn.

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PLANTMO
USERManual
Version3

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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PLANTMO
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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.

Long Description and Size

UponpressingtheLongDescandSizebutton,PLANTMOwilllookateachiteminthePiping
ModelforamatchonLongDescriptionandSizeintheGlobalPricingCatalog.Ifamatchisfound
thenthePipingModelitemisupdatedwiththecorrectpartnumber.

Editing
Inadditiontoimporting,thePricingCatalogGridiscompletelyeditable.Duringediting,therow
indicatorwillchangefromthestandardArrow( )tothePencilicon( ).

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RightclickingwillbringuptheeditmenuforstandardwindowscontrolsandpressingtheCancel
Editbuttonwillcancelanychanges.

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PLANTMO
USERManual
Version3
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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PLANTMO
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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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