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SmartPlant 3D User Guide

Common Task

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1 FILE ...............................................................................................................................................................................................3
1.1
1.2
1.3
1.4

New (Create a New Session)..............................................................................................................................................3

Open (Open a Session) .......................................................................................................................................................3
Close (Close a Session).......................................................................................................................................................3
Define a Workspace.............................................................................................................................................................3
1.4.1 Using a New Filter .....................................................................................................................................................3
1.4.2 Using an Available Filter ............................................................................................................................................4
1.5 Refresh Workspace..............................................................................................................................................................4

2 VIEW..............................................................................................................................................................................................5

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Table of Contents

2.1
2.2
2.3
2.4

Clip by Object ....................................................................................................................................................................5

Clip by Volume .....................................................................................................................................................................5
Clear Clipping.......................................................................................................................................................................6
Common Views ....................................................................................................................................................................6

3 TOOLS...........................................................................................................................................................................................7
3.1

Select by Filter .....................................................................................................................................................................7

3.1.1 Create a New Compound Filter .................................................................................................................................7
3.1.2 Edit Filter Properties ..................................................................................................................................................7
3.1.3 Select Objects by Filter..............................................................................................................................................7
3.2 Show ....................................................................................................................................................................................8
3.3 Hide......................................................................................................................................................................................8
3.4 Show All ...............................................................................................................................................................................8
3.5 PinPoint ...............................................................................................................................................................................9
3.6 Add to SmartSketch ............................................................................................................................................................9
3.7 Point Along ..........................................................................................................................................................................9
3.8 Measures .............................................................................................................................................................................9
3.9 Check Interferences .............................................................................................................................................................9
3.10 Options...............................................................................................................................................................................11
3.10.1 General ....................................................................................................................................................................11
3.10.2 Colors ......................................................................................................................................................................11
3.10.3 Units of Measure......................................................................................................................................................11
3.10.4 ToolTips ...................................................................................................................................................................11
3.10.5 File Locations...........................................................................................................................................................11
3.10.6 SmartSketch ............................................................................................................................................................11
3.10.7 Selected PG.............................................................................................................................................................11
4 TASKS.........................................................................................................................................................................................12
5 WINDOWS...................................................................................................................................................................................13
5.1
5.2
5.3
5.4

New Window ......................................................................................................................................................................13

Cascade .............................................................................................................................................................................13
Tile Horizontally..................................................................................................................................................................13
Tile Vertically......................................................................................................................................................................13

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File

1.1 New (Create a New Session)

1. Click File > New.

2. On a tab, select a template. You can choose among the standard templates (Empty,
English Units, or Metric Units) or a custom template you defined previously.
3. Click OK.
4. If you selected the Empty template, click Tasks > Configure Task List to configure the task list to
meet your needs. If you selected another template, you do not need to perform this step.
5. Click File > Define Workspace.
6. In the Plant list, select the name of the Plant database.
7. In the Filter list, select an existing filter or create a new one.
8. Click OK.
9. Click File > Save to save the new session.
10. Type a name for the session file.
11. Define a location where you want to save the file.
12. Click Save.

1.2 Open (Open a Session)

1. Click File > Open.
2. Click Yes to save the current session, or click No to close the current session without saving.
3. In the Look in box, browse to locate a session.
4. Select a session to open.
5. Click Open.

1.3 Close (Close a Session)

Click File > Close.

1.4 Define a Workspace

1.4.1 Using a New Filter
1. Click File > Define Workspace, or press CTRL+W.
2. In the Plant box, select the model in which you want to work.
3. Select Create New Filter in the Filter box.

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7. After defining the filter, click OK. The workspace refreshes with the new filter definition
objects. Any objects in the current select set are removed if they are no longer part of
the workspace. Any objects remaining in the select set are in modify mode.

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4. Type a name for the new filter in the Name box on the New Filter dialog box.
The filter name can be any number of alphanumeric characters including blanks, but the name
must be unique in the Model database. Filter names cannot include apostrophes.
5. Specify the filter search properties by using one or more of the properties tabs.
6. If you want your search to include nested objects, select the Include nested objects option.

1.4.2 Using an Available Filter

1. Click File > Define Workspace, or press CTRL+W.
2. In the Plant box, select the model in which you want to work.
3. Complete one of the following actions: (1) Select an existing filter that meets your search
criteria from the list in the Filter box; or (2) Select the More option in the Filter box to view and
select a filter from the other available filters.

4. After selecting the filter, click OK. The workspace refreshes with the new filter definition
objects. Any objects in the current select set are removed if they are no longer part of
the workspace. Any objects remaining in the select set are in modify mode.

1.5 Refresh Workspace

Click File > Refresh Workspace, or press F5.
If another command was active before you selected Refresh Workspace, the software stops
the active command.

When Refresh Workspace completes, any objects that were in the select set are
removed if they are no longer part of the workspace. If there are objects in the select set
when the command completes, the modify command for the selected objects is the active
command.

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2.1 Clip by Object

Isolates an object or group of objects in your model for closer viewing or more detailed work.
The graphic below shows a pump object in the model before clipping.
1. Click View > Clip by Object.
2. Click the object you want to clip.
3. Click Accept .
4. Click Close.

2.2 Clip by Volume

Sets the view clipping volume by placing two area definition points (the cross section of
the volume) and two depth points (the extent of the volume). The software hides all objects
not inside the clipped area. The Clip by Volume command also lets you edit the clipped
volume by dragging clipping planes in a graphic view.
Provides options for clipping by volume.
First Area Point - Specifies the first point of the volume. You can specify this point by using the
Tools > PinPoint command or QuickPick.
Second Area Point - Defines a rectangular face of the clipping volume. You must specify this
point in the same plane as the first area point. As you move the pointer to define this point, the
software displays a rectangular outline shape to indicate the size of the face. You can specify
this point by using PinPoint or QuickPick.
First Depth Point - Specifies the initial point that defines the extent of the volume. You can
specify this point by using PinPoint or QuickPick.
Second Depth Point - Defines the second depth point to complete the clipping volume. You
can specify this point in any view by using PinPoint or QuickPick. As you move the pointer to
specify this point, the system displays a rectangular outline volume shape to indicate the
volume extents.
Select View - Defines additional windows for displaying the clipped volume. The selected
volume appears in the active window. This step lets you select additional windows to display

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2 View

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Drag Clipping Planes - Allows you to drag the clipping volume to define a new view. This step
is optional. The software applies the new clipping volume to the active window when you
release the volume edge.
Finish - Displays the clipping in the active window and returns control to the last active
command. For example, if you are routing pipe and want to clip some objects, you can click

, step through the command, then click Finish, and the software returns
Clip by Volume
you to the Route Pipe command.

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the volume.

1. Click View > Clip by Volume.

2. Select the first area point in the view.
3. Select the second area point in the view.
4. Select the first depth point to define the extent of the volume. You can see depth points
best in an isometric view.
5. Select the second depth point to define the extent of the volume. You cannot clip objects to
a zero depth.
6. Optionally, you can select additional windows to display the volume clipping.
7. Click Finish to stop the command and display the volume in the active window.
You can also stop the command by right-clicking a view, pressing ESC, or by selecting
another command.

2.3 Clear Clipping

Restores the view to its original state. This command displays any objects in the view that were
hidden by the Clip by Volume

or Clip by Object

commands.

Use this command to restore the view before you define a new clipping volume or
object

2.4 Common Views

Displays a two-dimensional or isometric orientation of objects in the active view. The command
opens the Views dialog box, which displays a three-dimensional outline box. This box consists of
white circles on each corner and three white arrows that point to the faces. Each corner circle, arrow,
or face of the box highlights in yellow as you pause the pointer over it. You can select one of the six
faces of the 3Dbox to change your view to a 2D view, or you can select one of the eight corner
circles to change your view to an isometric view. A message at the bottom of the dialog box
indicates the direction or type of your selection, such as Plan, Isometric, and so forth.

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Tools

3.1 Select by Filter

Selects objects from the database using a filter. The filter queries the database to
retrieve the specified objects and display them in the workspace. You define the search
properties for the filter by selecting specific tabs on the Filter Properties dialog box. After
the software retrieves the objects, you can apply commands such as Copy, Paste, Delete,
and Apply View Style to the entire group
3.1.1 Create a New Compound Filter
1. Click Tools > Select by Filter.
2. On the Select Filter dialog box, copy the existing filters you want to use to construct the
compound filter.
3. Click New Compound Filter .
4. On the New Compound Filter dialog box, type the name for the new filter in the Name box.
5. Click Add to String to place the filter name in the text box at the bottom of the New
Compound Filter dialog box. To build the filter string, use the operator buttons for a union,
intersection, the not operator, and parentheses for priorities in sequencing.
6. To review the properties of a filter, select the filter name in the query statement and click
Properties on the New Compound Filter dialog box. Also, you can right-click the filter in the
tree view of the Select Filter dialog box and click Properties. The Compound Filter
Properties dialog box opens.
3.1.2 Edit Filter Properties
1. Click Tools > Select by Filter.
2. Select the filter you want to edit from the tree view on the Select Filter dialog box.
3. On the Select Filter dialog box, click Properties
4. Choose one or more tabs on the Filter Properties dialog box that contain the
search properties you want to modify.
5. Specify the selection properties on each tab.

3.1.3 Select Objects by Filter

1. Click Tools > Select by Filter.
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3.2 Show

1. In the Workspace Explorer, select the objects you want to display. Hidden objects are
displayed in italics.
Click Tools > Show

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2. On the Select Filter dialog box, select an existing filter, or create a new one.
3. Click OK.

3.3 Hide
1. In a graphic view or in the Workspace Explorer, select the object(s) you want to hide.
Click Tools > Hide

3.4 Show All

Click Tools > Show All command to redisplay all of the hidden objects in the workspace.
The graphics below show the appearance before and after the command runs.

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Helps you move, place, or modify objects with precision by displaying coordinate data at the
pointer. The PinPoint command is located on the Tools menu. When you turn PinPoint on, the
PinPoint ribbon displays coordinates relative to a target position you set. You can reset the target
position at any time. Also, PinPoint provides a way to define a temporary coordinate system with a
new origin and axis directions different from those of the global coordinate system.

3.6 Add to SmartSketch

Specifies SmartSketch 3D options for locating precision points of design interest relative to
one or more geometric objects in the model.

3.7 Point Along

Use the Tools > Point Along command to help you insert objects at specific locations along
a path. A path can be along a pipe, duct, cableway, or the intersection line between two surfaces

3.8 Measures
Measures distances and angles between objects in the model, including edges, faces, and
key points. The Tools > Measure command can measure the minimum distance between two
objects and can also display the diameter and radius of holes and fillets without placing the
dimensions or writing any dimensions or other information to the database. The command can also
determine the angle between two lines or surfaces or the angle between objects. You can use this
command at any time during a workflow.
When you move the pointer over a key point, the distance between the current location of
the pointer and the last point that you clicked appears next to the pointer in text and on the ribbon
along with the delta values. The delta values are the distances, as measured along the E-, N-, and
EL-axes.

3.9 Check Interferences

Settings - Displays the Interference Checking Settings dialog box. This dialog box allows

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3.5 PinPoint

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Show Interferences - Displays the types of interferences you specified on the Display tab
of the Interference Checking Settings dialog box. These are the interferences that may
exist for the objects you select.
Hide Interferences - Hides the interferences that exist for the currently selected parts. If you
do not select any parts, then all interferences in the workspace are hidden.

Fit Interferences - Fits the active graphic view to the parts that match the interference check
criteria. For example, you might have six severe interferences and two of these
interferences are between a pump and a boiler.

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you to specify the properties for the Local Detect interference.

List View - Toggles the display of the Interference List dialog box. The list on this dialog
box shows all interferences that currently appear in the workspace. The list automatically
updates whenever you add an interference object to the workspace. You can add an
interference from the Local Detect process, or when you select the Refresh Workspace or
Define Workspace commands

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3.10 Options

3.10.1 General

Enables the Undo command and the status bar. In addition to allowing you to toggle
these features on and off, these options specify the number of actions you can cancel using
the Undo command and set the time allowed before activating QuickPick. You can also
define the locate zone for the software to find SmartSketch points and for the tabs displayed
in the Workspace Explorer.
3.10.2 Colors
Selects the colors the software uses for the background, highlighted and selected objects,
and handles.
3.10.3 Units of Measure
Determines the units of measure that appear in the readout and key in boxes of the
software. Additionally, you can specify how precisely the software displays these units.
3.10.4 ToolTips
Defines ToolTips for a selected object type. ToolTips are based on catalog labels, but
they are saved to the session file. To create a label to use as a ToolTip, go to the Catalog
task.
3.10.5 File Locations
Sets the default path to the folder where the software saves Workspace session files,
Workspace Templates, Personal Report Templates, Report Output files, and Custom
Documentation.
3.10.6 SmartSketch
Selects the standard SmartSketch relationship indicators you want the software to use.
3.10.7 Selected PG
Restricts the edits and propagation to objects in the selected permission group.

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4 Tasks

The software uses tasks to separate its user interface into discipline-specific user
environments. Tasks are sets of commands focused on a particular engineering discipline, such
as routing pipe or placing equipment. You usually need only a few of these tasks to accomplish
your particular job. For example, if you are a piping designer, you probably will only need to use
the tasks that allow you to route pipe or create isometric drawings.
You define the tasks that appear on the Tasks menu by using the Configure Task List
command. This command allows you to specify the tasks and the sequence you want them to
appear on the Tasks menu. The software saves the selected tasks in the active workspace.
Each workspace can display a different list of tasks on the Tasks menu. You can configure the
Tasks menu for the workspace at any time.
To switch to a different task, click the task you want on the Tasks menu. When you activate a
new task, the views remain unchanged, but the menu commands and tool bars are replaced by the new
task. The software does not create new views of the model when you switch to another task. The
Catalog, Systems and Specifications, and Project Management tasks do not have views of the model.
Also, some tasks do not appear in the list if you did not install them.

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5.1 New Window

Click Window > New Window.

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5 Windows

5.2 Cascade
Cascades all open windows diagonally across the screen so you can see the title bar of
each window. The active window always appears in the bottom right front with the rest of the
windows behind it. The windows appear at close to full window size and stack down and to the
right from the active window. The rest of the windows appear in the order they appear in the
Window menu. You can view the title bars of several windows in this way. When you have
more windows open than will fit in the view, then a second group of windows stacks on top of
the first group.

5.3 Tile Horizontally

Arranges multiple windows to fit horizontally on the screen. The windows appear in
roughly equal rectangular sizes to fill the application window.

5.4 Tile Vertically

Arranges multiple tall, thin windows to fit side-by-side on the screen. The windows appear
in roughly equal sizes to fill the application window.

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