Systems and Specifications

User's Guide

Version 2016 (11.0)

November 2016
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Systems and Specifications User's Guide 2

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Systems and Specifications User's Guide 3

Contents
Preface .......................................................................................................................................................... 6

What's New in Systems and Specifications ............................................................................................. 6

Systems and Specifications ....................................................................................................................... 7

Systems and Specifications Workflow ...................................................................................................... 9

Systems and Specifications Common Tasks .......................................................................................... 9
Understanding the Interface .................................................................................................................. 10
Navigate the System Hierarchy ............................................................................................................ 12
Systems and Specifications Naming Rules .......................................................................................... 13

Create New Systems ................................................................................................................................. 14

Create a new system ............................................................................................................................ 15
Create a new pipeline system ............................................................................................................... 15
New Generic System Command........................................................................................................... 15
New Conduit System Command ........................................................................................................... 16
New HVAC System Command ............................................................................................................. 16
New Electrical System Command......................................................................................................... 16
New Equipment System Command ...................................................................................................... 16
New Piping System Command ............................................................................................................. 16
New Pipeline System Command .......................................................................................................... 17
New Pipeline Dialog Box ................................................................................................................ 17
New Structure System Command......................................................................................................... 23
New Unit System Command ................................................................................................................. 23
New Area System Command ................................................................................................................ 23

Import Systems Hierarchy from Excel .................................................................................................... 24

Import systems from Excel .................................................................................................................... 25
Import Systems Hierarchy from Excel Dialog Box ................................................................................ 26
ImportData_Sample Workbook ............................................................................................................. 27
Air System Sheet .......................................................................................................................... 27
FO Transfer System Sheet ............................................................................................................. 29
FO Service System Sheet .............................................................................................................. 30
TEMPLATE_SYSTEM_HIERARCHY Sheet .................................................................................. 31
TEMPLATE_PIPELINE Sheet ........................................................................................................ 33
Pipelines_Sample Workbook ................................................................................................................ 34
TEMPLATE_PIPELINE Sheet ........................................................................................................ 34

Define Allowed Specifications ................................................................................................................. 36

Define allowed specifications ................................................................................................................ 36
Delete an allowed specification ............................................................................................................. 37
Define Allowed Specifications Dialog Box ............................................................................................ 37

Systems and Specifications User's Guide 4

 Contents

Edit Systems and Specifications ............................................................................................................. 39

Define default property values .............................................................................................................. 39
Modify the system hierarchy ................................................................................................................. 40
Delete a system or part ......................................................................................................................... 40
Edit system properties .......................................................................................................................... 41
System Properties Dialog Box .............................................................................................................. 41
General Tab .................................................................................................................................... 41
Specifications Tab .......................................................................................................................... 44
Default Property Values Tab .......................................................................................................... 44
Relationship Tab............................................................................................................................. 50
Configuration Tab ........................................................................................................................... 50
Notes Tab ....................................................................................................................................... 52

Glossary ..................................................................................................................................................... 54

Index ........................................................................................................................................................... 68

Systems and Specifications User's Guide 5

Preface
This document is a user's guide for the Systems and Specifications functionality of Intergraph
SmartTM 3D and provides command reference information and procedural instructions.

Documentation Comments
For the latest support information for this product, comments or suggestions about this
documentation, and documentation updates for supported software versions, please visit
Intergraph Smart Support (https://smartsupport.intergraph.com).

What's New in Systems and Specifications

The following changes have been made to the Systems and Specifications task.
Version 2016 (11.0)
 No changes have been made for this release.

Systems and Specifications User's Guide 6

SECTION 1

Systems and Specifications

The Systems and Specifications task defines a system hierarchy for your Model design. All
design data can then be organized under this hierarchy. In addition to organizing the various
piping, equipment, duct, cableway, and structural elements into systems in the hierarchy, you
can also assign the allowed specifications for each system. These specifications then limit part
selection and placement, based on the specific design needs of your project.
The available system types that can be created are Ducting, Piping, Pipeline, Electrical, Conduit,
Structure, Equipment, Generic, Area, and Unit. By organizing design information into systems,
the software enables queries and filters by the systems that you have defined. This filtering
makes it much simpler to obtain information on only that portion of the total Model design that
you need at any given time.
You can start the Systems and Specifications task by clicking Task > Systems and
Specifications. The Systems and Specifications task has the following task-specific commands:

New Generic System - Creates a new generic system in the model. For more information,
see New Generic System Command (on page 15).

New Conduit System - Creates a new conduit system in the model. For more information,
see New Conduit System Command (on page 16).

New HVAC System - Creates a new ducting system in the model. For more information,
see New HVAC System Command (on page 16).

New Electrical System - Creates a new electrical system in the model. For more
information, see New Electrical System Command (on page 16).

New Equipment System - Creates a new equipment system in the model. For more
information, see New Equipment System Command (on page 16).

New Piping System - Creates a new piping system in the model. For more information,
see New Piping System Command (on page 16).

New Pipeline System - Creates a new pipeline system in the model. For more
information, see New Pipeline System Command (on page 17).

New Structure System - Creates a new structure system in the model. For more
information, see New Structure System Command (on page 23).

New Unit System - Creates a new unit system in the model. For more information, see
New Unit System Command (on page 23).

New Area System - Creates a new area system in the model. For more information, see
New Area System Command (on page 23).

Systems and Specifications User's Guide 7

 Systems and Specifications

Define Allowed Specifications - Specifies which specifications are allowed during the
design of your model. For more information, see Define Allowed Specifications (on page
36).

Import Systems Hierarchy from Excel - Creates systems and a system hierarchy based
on data from a Microsoft Excel workbook. The Import Systems from Excel command is
only available from the Tools menu. For more information, see Import Systems Hierarchy
from Excel (on page 24).

Systems and Specifications User's Guide 8

SECTION 2

Systems and Specifications Workflow

Before you place such design items as equipment, piping, and structural elements in your
model, it is recommended that you create your system hierarchy. The system hierarchy is a
collection of various system types. Each system type requires a unique set of properties that
includes standard properties required by the software and custom properties that you can define
through reference data. Using the delivered reference data workbooks, you can quickly create
systems hierarchies and define the appropriate property values, the system parent, and the
allowed specifications. You can also use the reference data workbooks to define permission
group privileges. For more information, see Import Systems Hierarchy from Excel (on page 24).
An alternative method to creating your system hierarchy is using the New <SystemType>
System command in the Systems and Specifications task. The command allows you to build a
hierarchy one system at a time. After a system is placed in the hierarchy, you can define such
things as the allowed specifications, the assign permission group, and the status privileges.
After the needed systems are defined, you can use the other tasks to begin placing the design
elements in the model.
See Also
Systems and Specifications Common Tasks (on page 9)

Systems and Specifications Common Tasks

The following tasks are used frequently when you create your system hierarchy and define
specifications.

Create New Systems

Place systems in the model. For more information, see Create a new system (on page 15).

Customize Excel Spreadsheets

Create new systems by editing the sheets in the ImportData_Sample.xls and
Pipelines_Sample.xls workbooks and importing that information into the Systems and
Specifications task. For more information, see Import Systems Hierarchy from Excel (on page
24).

Define Allowed Specifications

Specify the specifications that the software allows for all items in a given system. For more
information, see Define Allowed Specifications (on page 36).

Modify the System Hierarchy

Modify the structure and the properties of your system hierarchy. For more information, see
Modify the System Hierarchy (on page 40).

Systems and Specifications User's Guide 9

 Systems and Specifications Workflow

Understanding the Interface

The basic metaphor for the Systems and Specifications environment is that of a content view of
a single model, showing the complete system hierarchy. The system view is Explorer-like, with a
tree view on the left for navigating the model hierarchy, and a content view on the right that
includes tables for the systems and allowed specifications.

Tree View
The tree view, the left pane of the system view, displays the navigational tree hierarchy for the
model, including the complete system breakdown. The tree view does not show individual parts,
only the systems.

Content View
The content view, the right pane of the system view, displays the detailed information for the
current selection in the tree view. You have the option, by clicking the tabs, to view a
spreadsheet list view of the immediate children of the selected model or system, or to view its
defined specifications. In the above illustration, for example, the System Content tab displays
information regarding the children of the selected unit.

Viewing System Icons

Both the tree view and the toolbar use icons to represent each system type. As you become
familiar with these icons, you can quickly identify a system type as it appears in the tree view or
as you select the commands on the toolbar to create your system hierarchy.

Systems and Specifications User's Guide 10

 Systems and Specifications Workflow

Icon Meaning

Generic system

Conduit system

HVAC system

Electrical system

Equipment system

Piping system

Pipeline system

Structure system

Unit system

Area system

The following illustration shows how the system icons are used in the Systems and
Specifications environment:

See Also
Systems and Specifications (on page 7)
Create New Systems (on page 14)

Systems and Specifications User's Guide 11

 Systems and Specifications Workflow

Navigate the System Hierarchy

You can use the mouse to navigate the hierarchy. To expand a node so that you can view its
contents, including other subsystems, click the button. To collapse a node so that its contents
are hidden, click the button. You can also expand or close nodes by double-clicking the node
name.

 System Content tab- Select a node in the tree view (left window pane). In the content view
(right window pane), click the System Content tab. A list of child systems for that level
displays.
 Allowed Specifications tab - Select a node in the tree view. In the content view, click the
Allowed Specifications tab. A list of specifications that can be used for that level displays.
You can use the Edit > Select Nested command to select all of the children system of the
selected parent system. The Select Nested command is also on the right-click shortcut menu.
When selecting nodes in the system hierarchy, the software displays only the
immediate children of the selected system, so objects located further down the hierarchy will not
appear in the list view until their direct parent system is selected.
See Also
Systems and Specifications (on page 7)
Create New Systems (on page 14)

Systems and Specifications User's Guide 12

 Systems and Specifications Workflow

Systems and Specifications Naming Rules

The software provides several options for naming Systems and Specifications that you create.
These naming rules are listed in the GenericNamingRules.xls spreadsheet located in the
appropriate install folder: ...\CatalogData\BulkLoad\DataFiles. For more information about
creating naming rules, see the Smart 3D Reference Data Guide.

DefaultNamingRule
Creates a name based on the system type, Global Workshare location ID, and an index
number. For example, the first Piping system created at workshare site 1 is called
PipingSystem-1-0001. Use this option to let the software name the Systems and
Specifications object.

User Defined
Allows you to define a custom name for the drawing. After selecting this naming rule, type
the name for the drawing in the Name box.

Systems and Specifications User's Guide 13

SECTION 3

Create New Systems

The highest-level icon displayed in the hierarchy is the Model (your plant or ship). You can
create systems of different types under the Model itself, as well as under other systems. The
software does not apply any rules concerning system types that you can create within a given
system, except for Pipeline systems. No type of system may be created under a pipeline
system.
The New System command creates a new system of a specified type. Each system has at least
the following five properties:
 Name
 Name Rule
 Type
 Parent System
 Allowed Specifications
The software provides defaults for all properties of the systems that you create, including the
name. The system name that the software automatically generates is determined by the name
rule last assigned to that type system during the current session. If the default name rule is in
effect, then the software generates the system name with the following format: <System Type> -
<Location> - <Counter>, where <Counter> is the number of the new <type> system created in
the current session. For example, ConduitSystem-1-0002 indicates that this is the second
conduit system created in the current session.
The name generator service supplies unique names to items placed in the
Model database. The value entered in the Name rule ID text box during Site database
generation (through the Database Wizard) functions as a substring (an internal ID number) that
represents the location at which an item is placed into the model.
After you create a system, you can edit any of its properties except the system type. After the
system type is assigned, it cannot be changed. You can edit an existing system by clicking
Properties on the horizontal toolbar, by selecting Edit > Properties, or by editing the
system property fields on the System Content tab in the content view (right window pane).
In addition to manually creating systems, when working in an integrated environment, you can
retrieve a Plant Breakdown Structure (PBS) document. The software automatically creates the
systems that are defined in the retrieved PBS and assigns standard properties for the respective
object types. For more information about retrieving data in an integrated environment, see the
Common User's Guide, accessible from the Help > Printable Guides command in the software.

What do you want to do?

 Create a new system (on page 15)
 Create a new pipeline system (on page 15)

Systems and Specifications User's Guide 14

 Create New Systems

Create a new system

The following procedure does not apply to creating a new pipeline system. For
more information, see Create a New Pipeline System (on page 15).
1. In the tree view, select a node in the hierarchy where you need to add a new system.
2. On the horizontal toolbar, click the new system icon that corresponds to the system type to
add.
A new system is added to the hierarchy in the location you specified.
You can also right-click anywhere within the system hierarchy and select Create
System on the shortcut menu. In the cascading list that displays, select the system type to
create.

 The software automatically assigns other properties based on the defaults that you have
specified. If you have not specified a default, the property remains blank.
 This procedure assumes that the Default name rule is being used. If the User-Defined name
rule condition has been applied to the new system, the software prompts you to specify a
name for the system prior to placing it in the hierarchy. Duplicate names are not allowed
under the same parent system.

Create a new pipeline system

The following procedure only applies to creating a new pipeline system. For
information about creating other system types, see Create a New System (on page 15).
1. In the tree view, select a node in the hierarchy where you need to add the pipeline system.
2. Click New Pipeline System on the horizontal toolbar.
3. Define properties for the new pipeline system as needed in the New Pipeline dialog box (on
page 17).

 The pipeline system can only contain pipe runs.

 The software does not allow duplicate names under the same parent system.

New Generic System Command

Creates a generic system in the system hierarchy at the point selected in the tree view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

Systems and Specifications User's Guide 15

 Create New Systems

New Conduit System Command

Creates a new conduit system in the system hierarchy at the point selected in the tree view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

New HVAC System Command

Creates a ducting system in the system hierarchy at the point selected in the tree view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

New Electrical System Command

Creates a new electrical system in the system hierarchy at the point selected in the tree
view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

New Equipment System Command

Creates a new equipment system in your system hierarchy at the point selected in the tree
view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

New Piping System Command

Creates a piping system in the system hierarchy at the point selected in the tree view.
You can define default properties for pipe runs created under this piping system. After creating
the piping system, edit the properties of the piping system, and use the Default Property
Values tab to define the defaults.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

Systems and Specifications User's Guide 16

 Create New Systems

New Pipeline System Command

Creates a new pipeline system in the system hierarchy at the point selected in the tree view.
For more information, see New Pipeline Dialog Box (on page 17).
See Also
Create a New Pipeline System (on page 15)
Create New Systems (on page 14)

New Pipeline Dialog Box

Defines properties for a pipeline system in the model hierarchy. This dialog box displays
automatically anytime you create a new pipeline system.
For more information, see Pipeline Tab (New Pipeline Dialog Box) (on page 17).
See Also
New Pipeline System Command (on page 17)
Create a New Pipeline System (on page 15)
Create New Systems (on page 14)

Pipeline Tab (New Pipeline Dialog Box)

Standard
Name
Displays the name of the pipeline. The pipeline name is based on the Name Rule selection.
If you specify a name in this box, the software automatically sets the Name Rule box to
User Defined.
Name Rule
Specifies the naming rule to use to name this pipeline. You can select one of the listed rules
or specify the pipeline name yourself in the Name box.
Specification
Identifies the pipe specification the software uses to control this pipe run. Only those pipe
specifications that are allowed in the pipeline that you selected appear in this list. You
assign pipe specifications to pipeline systems in the System and Specifications task. You
define pipe specifications in the reference data. See the Piping Reference Data Guide for
more information on defining pipe specifications.
Minimum Slope
Displays the slope for the pipe run. You can specify the slope as a ratio, a percentage, or in
degrees.
 As a ratio, if a run drops 1/4" for every foot of horizontal distance, specify the slope as
1/4"/1'-0".
 As a percentage, if a run drops 1" for every 10" of horizontal distance, specify the slope
as 10%.
 In degrees, a five-degree slope can be specified as 5deg.
Nominal Diameter

Systems and Specifications User's Guide 17

 Create New Systems

Specifies the nominal pipe diameter (NPD) for the pipe run. The pipe specification controls
the available NPDs in this list. If you select an equipment nozzle as the starting point of your
pipe run, the software automatically uses the NPD of the nozzle as the NPD of the pipe run.
You can select the NPD units to display on a session file basis using the Tools > Options
command on the Units of Measure tab.
Description
Specifies the description assigned to the selected pipeline system when it was created.
Sequence Number
Specifies the identification number assigned to the selected pipeline system when it was
created.
Fluid Requirement
Specifies the alternative fluid requirement for the pipeline system. You can select an
alternative fluid requirement from the list.
Fluid Type
Specifies the fluid type for the pipeline system. You can select a fluid type from the list.

Responsibility
Cleaning Responsibility
Specifies the party responsible for cleaning the object. To change the options on the list, edit
the Cleaning Responsibility select list in Catalog.
Design Responsibility
Specifies the party responsible for designing the object. To change the options on the list,
edit the Design Responsibility select list in Catalog.
Fabrication Responsibility
Specifies the party responsible for fabricating the object. To change the options on the list,
edit the Fabrication Responsibility select list in Catalog.
Installation Responsibility
Specifies the party responsible for installing the object. To change the options on the list,
edit the Installation Responsibility select list in Catalog.
Painting Responsibility
Specifies the party responsible for painting the object. To change the options on the list, edit
the Painting Responsibility select list in Catalog.
Requisition Responsibility
Specifies the party responsible for ordering the object. To change the options on the list, edit
the Requisition Responsibility select list in Catalog.
Supply Responsibility
Specifies the party responsible for delivering the object. To change the options on the list,
edit the Supply Responsibility select list in Catalog.
Testing Responsibility
Specifies the party responsible for testing on the object. To change the options on the list,

Systems and Specifications User's Guide 18

 Create New Systems

edit the Testing Responsibility select list in Catalog.

Insulation and Tracing

Insulation Specification
Specifies the insulation specification for the object. If Inherited Properties or Spec
displays in the box, the insulation specification for the object is inherited from the pipe run to
which the object belongs.
Defines which insulation specifications are available for which systems in System and
Specifications. Insulation specifications are defined in the reference data.
Not Insulated disables the remaining insulation properties.
User Defined indicates that you can specify the remaining insulation properties using
custom settings.
More displays a dialog box so that you can select an insulation specification from the
reference data. The software then automatically enters information from that insulation
specification.
Insulation Purpose
Specifies the purpose of the insulation. If you selected Not Insulated in the Insulation
Specification box, you cannot change the information in the Insulation Purpose box.
However, if Insulation Specification is manually defined, you can select the purpose of the
insulation in this box. If Insulation Specification is a selected reference data insulation
specification, the software reads the purpose from the insulation specification from the
reference data and displays it here.
To change the options on the list, edit the Insulation Purpose select list in Catalog.
Insulation Material
Specifies the material of the insulation. If you selected Not Insulated in the Insulation
Specification box, you cannot change the information in the Insulation Material box.
However, if Insulation Specification is manually defined, you can select the insulation
material to use. If Insulation Specification is a selected reference data insulation
specification, the software reads the material from the insulation specification as defined in
the reference data and displays it here.
Select More to select an insulation material from the Catalog. To change the options on the
list, edit the Insulation Material select list in Catalog.
Insulation Thickness
Specifies the thickness of the insulation. If you selected Not Insulated in the Insulation
Specification box, you cannot change the information in the Insulation Thickness box.
However, if Insulation Specification is manually defined, select the insulation thickness
from those values allowed for the material in the reference data. If the value in the
Insulation Specification field is a selected reference data insulation specification, the
software reads the thickness from the insulation specification from the reference data and
displays it here.
Insulation Temperature
Specifies the temperature. Include the temperature unit of measure (K for Kelvin, F for
Fahrenheit, or C for Celsius for example) when specifying this value.
Heat Tracing Requirement

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 Create New Systems

Indicates whether or not the equipment is heat-traced. To change the options on the list, edit
the Heat Tracing Medium select list in Catalog.
Heat Tracing Type
Specifies the type of heat-tracing. To change the options on the list, edit the Heat Tracing
Medium select list in Catalog.
Heat Tracing Medium
Specifies the heat-tracing medium to apply to the object. To change the options on the list,
edit the Heat Tracing Medium select list in Catalog.
Heat Tracing Medium Temperature
Specifies the temperature of the heat-tracing medium. Include the unit of measurement of
temperature (K for Kelvin, F for Fahrenheit, or C for Celsius, for example).

Surface Treatment and Coating

Interior Surface Treatment Requirement
Specifies the interior treatment requirement for the object. To change the options on the list,
edit the Interior Surface Treatment select list in Catalog.
Interior Surface Treatment Type
Specifies the interior treatment type for the object. To change the options on the list, edit the
Interior Surface Treatment select list in Catalog.
Exterior Surface Treatment Requirement
Specifies the exterior treatment requirement for the object. To change the options on the list,
edit the Exterior Surface Treatment select list in Catalog.
Exterior Surface Treatment Type
Specifies the exterior treatment type for the object. To change the options on the list, edit
the Exterior Surface Treatment select list in Catalog.
Cleaning Requirement
Specifies the cleaning requirement for the object. To change the options on the list, edit the
Cleaning Requirement select list in Catalog.
Steamout Requirement
Specifies the steamout requirement for the object. To change the options on the list, edit the
Steamout Requirement select list in Catalog.
Steamout Pressure
Specifies the steamout pressure for the object. Include the pressure unit of measure (psi for
pounds per square inch for example).
Steamout Temperature
Specifies the steamout temperature for the object. Include the temperature unit of measure
(K for Kelvin, F for Fahrenheit, or C for Celsius for example).
Auxiliary Treatment Requirement
Specifies the auxiliary treatment requirement. To change the options on the list, edit the
Auxiliary Treatment select list in Catalog.

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 Create New Systems

Auxiliary Treatment Type

Specifies the auxiliary treatment type for the object. To change the options on the list, edit
the Auxiliary Treatment select list in Catalog.
Interior Coating Requirement
Specifies the interior coating requirement for the object. To change the options on the list,
edit the Coating Type sheet in the AllCodeLists.xls workbook in the reference data.
Interior Coating Type
Specifies the type of interior coating for the object. To change the options on the list, edit the
Coating Type sheet in the AllCodeLists.xls workbook in the reference data.
Interior Coating Area
Specifies the area of the interior coating for the object.
Exterior Coating Requirement
Specifies the coating requirement for the object. To change the options on the list, edit the
Coating Type select list in Catalog.
Exterior Coating Type
Specifies the type of coating for the object. To change the options on the list, edit the
Coating Type select list in Catalog.
Exterior Coating Area
Specifies the area of the coating for the object.
Coating Color
Specifies the color of the object coating. To change the options on the list, edit the Coating
Color select list in Catalog. Smart 3D includes this property in the painting area report.

Testing
Testing Requirements
Specifies the type of non-destructive testing required for welds. To change the options on
the list, edit the Testing Type select list in Catalog.
Testing Type
Specifies the type of non-destructive weld testing for the welds. To change the options on
the list, edit the Testing Type select list in Catalog.
Testing Percentage
Specifies the percentage of the welds on this pipe run that are to be tested. This option is
available only if you are viewing pipe run properties.

Temperature and Pressure

 Temperature and pressure values are controlled by UndefinedServiceLimitsruleOpt,

which is available on the DefaultProjectOptions sheet in the Piping Specification.xls
workbook. If this option is set to 5, then you must specify temperature and pressure values
for all the pipe runs. If this option is set to 10, the software displays a warning: "No

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 Create New Systems

Temperature and pressure data has been defined for the pipe run being modeled. As a
result, compliance with the temperature/pressure service limits as defined in the piping
specification cannot be confirmed. Do you want to continue modeling the pipe run anyway?"
 If your pipe specifications are material-driven, it is still recommended that you specify at
least one set of temperature and pressure values for the pipe run.
Design Maximum Temperature
Specifies the maximum design temperature. Include the temperature unit of measure (K for
Kelvin, F for Fahrenheit, or C for Celsius for example).
Design Minimum Temperature
Specifies the minimum design temperature. Include the temperature unit of measure (K for
Kelvin, F for Fahrenheit, or C for Celsius for example).
Design Maximum Pressure
Specifies the maximum design pressure. Include the pressure unit of measure (psi for
pounds per square inch for example).
Operating Maximum Temperature
Specifies the maximum operating temperature. Include the temperature unit of measure (K
for Kelvin, F for Fahrenheit, or C for Celsius for example).
Operating Minimum Temperature
Specifies the minimum operating temperature. Include the temperature unit of measure (K
for Kelvin, F for Fahrenheit, or C for Celsius for example).
Operating Maximum Pressure
Specifies the maximum operating pressure. Include the pressure unit of measure (psi for
pounds per square inch for example).
Testing Maximum Temperature
Specifies the maximum testing temperature. Include the temperature unit of measure (K for
Kelvin, F for Fahrenheit, or C for Celsius for example).
Testing Minimum Temperature
Specifies the minimum testing temperature. Include the temperature unit of measure (K for
Kelvin, F for Fahrenheit, or C for Celsius for example).
Testing Maximum Pressure
Specifies the maximum testing pressure. Include the pressure unit of measure (psi for
pounds per square inch for example).
Design Minimum Pressure
Specifies the minimum design pressure. Include the pressure unit of measure (psi for
pounds per square inch for example).
Operating Minimum Pressure
Specifies the minimum operating pressure. Include the pressure unit of measure (psi for
pounds per square inch for example).
Testing Minimum Pressure
Specifies the minimum testing pressure. Include the pressure unit of measure (psi for

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 Create New Systems

pounds per square inch for example).

See Also
Create a New Pipeline System (on page 15)
New Pipeline Dialog Box (on page 17)

New Structure System Command

Creates a new structural system in the system hierarchy at the point selected in the tree
view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

New Unit System Command

Creates a new unit system in the system hierarchy at the point selected in the tree view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

New Area System Command

Creates a new area system in the system hierarchy at the point selected in the tree view.
See Also
Create a New System (on page 15)
Create New Systems (on page 14)

Systems and Specifications User's Guide 23

SECTION 4

Import Systems Hierarchy from Excel

Creates systems and a system hierarchy based on data from a Microsoft Excel workbook. You
can create any type of system. Each system class can have its own set of properties, either
default or user-defined.
The software provides an import utility that allows you to create systems for your model by
reading data from a Microsoft Excel workbook. When you install the software, two sample
workbooks are delivered locally to [Product Folder]\SystemsAndSpecs\Import as part of the
default client setup. These workbooks contain sample template worksheets and sample system
data sheets. Each of these worksheets can be modified to reflect the appropriate property
values, the system parent, and the allowed specifications for each system you create.
Each system that you create requires a unique set of properties that includes the software-
required properties as defined in the reference data. The workbooks use a different sheet for
each different system type. Each column in a particular sheet corresponds to a property.
The import utility is on the Tools menu. Before starting the import process, you are prompted to
specify a Microsoft Excel workbook to process. The utility reads data from the workbook and
either creates a new system or updates an existing system, as is explained in the following:
 Data from the workbook is compared against the Model database, and if the system does
not currently exist in the database, the new system is created.
 If the system already exists, the existing system is updated.
Systems defined in the workbook are created in the order in which they are defined in the
workbook. In turn, each sheet in the workbook is completely processed before the next sheet.
On individual sheets, rows are processed in order (from the top down).
In order to function properly, the parent system is created before the child. For example, the
following system types would be on different sheets:
 Units
 Piping Systems
 Piping Systems (sub-systems)
 Pipelines

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 Import Systems Hierarchy from Excel

The following illustration demonstrates the need for providing an absolute parent tree when
specifying the parent system in the workbook.

In this illustration, if you want to update Pipeline P1, the parent path up to the unit level is
required (Parent system=SS1/S1/U1). If you want to update Pipeline P11, the path required to
find a unique Parent system is SS5.
Leaving the Allowed Specifications field blank causes the system to use the same values as
the Parent system; otherwise, filling in values will set the specifications. For example, if you want
to add Pipeline 23 to Piping system SS5 but do not specify an allowed specification, the system
sets the allowed specification of Pipeline 23 to the same values as the Parent system (SS5).
See Also
ImportData_Sample Workbook (on page 27)
Pipelines_Sample Workbook (on page 34)
Import Systems Hierarchy from Excel Dialog Box (on page 26)

Import systems from Excel

1. Open Microsoft Excel, and modify the workbook file as needed.
2. Save your changes, and exit Microsoft Excel.
3. Click Start > All Programs > Intergraph Smart 3D > Smart 3D.
4. In the software, click Tasks > Systems and Specifications.
5. Click Tools > Import Systems Hierarchy from Excel.
6. In the Import Systems Hierarchy from Excel Dialog Box (on page 26), specify the Excel file
to import.
7. Make any additional changes as needed.
8. Click Import to begin the import process.

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 Import Systems Hierarchy from Excel

The import utility begins reading data from the specified workbook.

 The software delivers two sample Excel files, ImportData_Sample.xls and

Pipelines_Sample.xls, locally to [Product Folder]\SystemsAndSpecs\Import as part of the
default client setup.
 During the import process, data from the spreadsheet is compared against the Model
database. If the system does not currently exist, then the new system is created. If the
system exists in the Model database, then the existing system is updated.
 Systems defined in the spreadsheet are created in the order that they are defined in the
spreadsheet.
 A log file is generated during the import process. This file indicates whether or not a row is
imported successfully and specifies the reason for any failed imports.
See Also
Import Systems Hierarchy from Excel Dialog Box (on page 26)

Import Systems Hierarchy from Excel Dialog Box

Sets options for specifying the Microsoft Excel workbook to process for import.
Excel files
Specifies the Microsoft Excel workbook the Import utility will process.
Add
Opens Windows Explorer and allows you to navigate to the location of the Microsoft Excel
workbook.
Delete
Removes the selected Microsoft Excel workbook from the Excel files list.
Open
Opens Excel and displays the contents of the specified spreadsheet. If multiple Microsoft
Excel workbooks have been specified, you must select one from the Excel files list.
Log file
Specifies the default location of the log file generated during the import process. You can
use the Browse button to specify an alternative location.
Create a system hierarchy
Imports the system hierarchy with the appropriate property values, the system parent, and
the allowed specifications as outlined in the Excel file.
Append pipelines to existing system hierarchy
Modifies systems to the existing hierarchy.
Import
Initiates the import process.

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 Import Systems Hierarchy from Excel

Review Log
Opens the log file that was generated during the import process. The log file indicates
whether or not a row was imported successfully. If a row in the spreadsheet fails to be
imported, the log file specifies the reason for the failed import.
Reset
Clears the contents of the dialog box.
Cancel
Closes the dialog box without processing the import utility.
See Also
Import Systems Hierarchy from Excel (on page 24)
Import Systems from Excel (on page 25)

ImportData_Sample Workbook
Sample templates for defining system hierarchies and various system types are included in the
ImportData_Sample.xls workbook.
The software delivers the ImportData_Sample.xls workbook locally to [Product
Folder]\SystemsAndSpecs\Import as part of the default client setup.
See Also
Air System Sheet (on page 27)
FO Transfer System Sheet (on page 29)
FO Service System Sheet (on page 30)
Import Systems Hierarchy from Excel (on page 24)
TEMPLATE_PIPELINE Sheet (on page 33)
TEMPLATE_SYSTEM_HIERARCHY Sheet (on page 31)

Air System Sheet

The Air System sheet on the ImportData_Sample.xls defines the properties of an air system.
The software delivers this workbook locally to [Product Folder]\SystemsAndSpecs\Import as part
of the default client setup.
Pipeline
Specify a name for the pipeline. The name must be unique throughout the life cycle of the
model.
Description
Type a description for the pipeline.
Sequence
Type an identification number for the pipeline.
Fluid_System
Specify the code list/short description of the fluid system. The fluid system short descriptions
are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the Fluid System
Short Description column. You can also locate the fluid system by looking in the Catalog
task at the ..\Select Lists\Fluid code node. You need the text in the Fluid System Short
Description column.

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 Import Systems Hierarchy from Excel

Fluid_Code
Type the short description of the fluid code to make available. The fluid code short
descriptions are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the
Fluid Code Short Description column. You can also locate the fluid code by looking in the
Catalog task at the ..\Select Lists\Fluid code node. You need the text in the Fluid Code
Short Description column.
PSPEC
Specify the piping specification (piping material class) name, for example, 1C0841. Ten
piping material classes are delivered with the default catalog. Many more piping material
classes are delivered in the Piping Specification.xls workbook. You can also see which
piping material classes are available by looking in the Catalog task at the ..\Piping\Piping
Specification\Piping Material Classes node. You need the name in the Spec Name column.
PSPEC_VER
Type the revision number of the piping materials class. This information is located in the
version column of the Piping Specification.xls workbook. If you have enabled the Piping
Spec Version Management Option in the Model Options node, the text that you copy
from here is appended to the end of the piping specification name. For example, if the piping
specification is originally named 1C0100, the piping specification with the revision is named
"1C0100, Rev: <text>".
ISPEC
Specify the insulation specification name. You can identify available insulation specifications
by looking in the Catalog task at the ..\Piping\Insulation\Specifications node. You need the
name in the Name column.
Permission Group
Type the name of the permission group assigned to the system name, for example, Hull,
Accommodation, or Door. You assign permission groups in Project Management.
If you assign a permission group that does not exist, the Permission Group Validate
Result dialog box displays so that you can correct the entry. Click Yes, and the software
creates systems in the active permission groups for systems that do not exist in the model.
Click No to abort the import process.
If you do not have write access for a particular permission group, you cannot create that
system or its children. The software continues creating other systems, and then adds to the
log file a statement such as, "The permission group ‘Permission Group Name’ for ‘System
Name‘ does not have write access. Systems/objects cannot be created."
See Also
ImportData_Sample Workbook (on page 27)

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 Import Systems Hierarchy from Excel

FO Transfer System Sheet

The FO Transfer System sheet on the ImportData_Sample.xls defines the properties of fuel
oil transfer system. The software delivers this workbook locally to [Product
Folder]\SystemsAndSpecs\Import as part of the default client setup.
Pipeline
Specify a name for the pipeline. The name must be unique throughout the life cycle of the
model.
Description
Type a description for the pipeline.
Sequence
Type an identification number for the pipeline.
Fluid_System
Specify the code list/short description of the fluid system. The fluid system short descriptions
are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the Fluid System
Short Description column. You can also locate the fluid system by looking in the Catalog
task at the ..\Select Lists\Fluid code node. You need the text in the Fluid System Short
Description column.
Fluid_Code
Type the short description of the fluid code to make available. The fluid code short
descriptions are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the
Fluid Code Short Description column. You can also locate the fluid code by looking in the
Catalog task at the ..\Select Lists\Fluid code node. You need the text in the Fluid Code
Short Description column.
PSPEC
Specify the piping specification (piping material class) name, for example, 1C0841. Ten
piping material classes are delivered with the default catalog. Many more piping material
classes are delivered in the Piping Specification.xls workbook. You can also see which
piping material classes are available by looking in the Catalog task at the ..\Piping\Piping
Specification\Piping Material Classes node. You need the name in the Spec Name column.
PSPEC_VER
Type the revision number of the piping materials class. This information is located in the
version column of the Piping Specification.xls workbook. If you have enabled the Piping
Spec Version Management Option in the Model Options node, the text that you copy
from here is appended to the end of the piping specification name. For example, if the piping
specification is originally named 1C0100, the piping specification with the revision is named
"1C0100, Rev: <text>".
ISPEC
Specify the insulation specification name. You can identify available insulation specifications
by looking in the Catalog task at the ..\Piping\Insulation\Specifications node. You need the
name in the Name column.
Permission Group
Type the name of the permission group assigned to the system name, for example, Hull,

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 Import Systems Hierarchy from Excel

Accommodation, or Door. You assign permission groups in Project Management.

If you assign a permission group that does not exist, the Permission Group Validate
Result dialog box displays so that you can correct the entry. Click Yes, and the software
creates systems in the active permission groups for systems that do not exist in the model.
Click No to abort the import process.
If you do not have write access for a particular permission group, you cannot create that
system or its children. The software continues creating other systems, and then adds to the
log file a statement such as, "The permission group ‘Permission Group Name’ for ‘System
Name‘ does not have write access. Systems/objects cannot be created."
See Also
ImportData_Sample Workbook (on page 27)

FO Service System Sheet

The FO Service System sheet on the ImportData_Sample.xls defines the properties of a fuel
oil service system. The software delivers this workbook locally to [Product
Folder]\SystemsAndSpecs\Import as part of the default client setup.
Pipeline
Specify a name for the pipeline. The name must be unique throughout the life cycle of the
model.
Description
Type a description for the pipeline.
Sequence
Type an identification number for the pipeline.
Fluid_System
Specify the code list/short description of the fluid system. The fluid system short descriptions
are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the Fluid System
Short Description column. You can also locate the fluid system by looking in the Catalog
task at the ..\Select Lists\Fluid code node. You need the text in the Fluid System Short
Description column.
Fluid_Code
Type the short description of the fluid code to make available. The fluid code short
descriptions are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the
Fluid Code Short Description column. You can also locate the fluid code by looking in the
Catalog task at the ..\Select Lists\Fluid code node. You need the text in the Fluid Code
Short Description column.
PSPEC
Specify the piping specification (piping material class) name, for example, 1C0841. Ten
piping material classes are delivered with the default catalog. Many more piping material
classes are delivered in the Piping Specification.xls workbook. You can also see which
piping material classes are available by looking in the Catalog task at the ..\Piping\Piping
Specification\Piping Material Classes node. You need the name in the Spec Name column.
PSPEC_VER
Type the revision number of the piping materials class. This information is located in the

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 Import Systems Hierarchy from Excel

version column of the Piping Specification.xls workbook. If you have enabled the Piping
Spec Version Management Option in the Model Options node, the text that you copy
from here is appended to the end of the piping specification name. For example, if the piping
specification is originally named 1C0100, the piping specification with the revision is named
"1C0100, Rev: <text>".
ISPEC
Specify the insulation specification name. You can identify available insulation specifications
by looking in the Catalog task at the ..\Piping\Insulation\Specifications node. You need the
name in the Name column.
Permission Group
Type the name of the permission group assigned to the system name, for example, Hull,
Accommodation, or Door. You assign permission groups in Project Management.
If you assign a permission group that does not exist, the Permission Group Validate
Result dialog box displays so that you can correct the entry. Click Yes, and the software
creates systems in the active permission groups for systems that do not exist in the model.
Click No to abort the import process.
If you do not have write access for a particular permission group, you cannot create that
system or its children. The software continues creating other systems, and then adds to the
log file a statement such as, "The permission group ‘Permission Group Name’ for ‘System
Name‘ does not have write access. Systems/objects cannot be created."
See Also
ImportData_Sample Workbook (on page 27)

TEMPLATE_SYSTEM_HIERARCHY Sheet
The TEMPLATE_SYSTEM_HIERARCHY sheet in the ImportData_Sample.xls workbook
allows you to create a system hierarchy that can be imported into the Systems and
Specifications task. Take, for example, the following system hierarchy created in Excel:

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 Import Systems Hierarchy from Excel

When you import the Excel data into the Systems and Specifications task, the system hierarchy
resembles the following:

The software delivers this workbook locally to [Product Folder]\SystemsAndSpecs\Import as part

of the default client setup.
System1
Type the name of the parent system.
System2
Type the name of the child.
System3
Type the name of the child.
System4
Type the name of the child.
System5
Type the name of the child.
Type
Use the drop-down list to select the system type.
Permission Group
Type the name of the permission group assigned to the system name, for example, Hull,
Accommodation, or Door. You assign permission groups in Project Management.
If you assign a permission group that does not exist, the Permission Group Validate
Result dialog box displays so that you can correct the entry. Click Yes, and the software
creates systems in the active permission groups for systems that do not exist in the model.
Click No to abort the import process.
If you do not have write access for a particular permission group, you cannot create that
system or its children. The software continues creating other systems, and then adds to the
log file a statement such as, "The permission group ‘Permission Group Name’ for ‘System
Name‘ does not have write access. Systems/objects cannot be created."
See Also
ImportData_Sample Workbook (on page 27)

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 Import Systems Hierarchy from Excel

TEMPLATE_PIPELINE Sheet
The TEMPLATE_PIPELINE sheet on the ImportData_Sample.xls defines the properties of a
pipeline system. The software delivers this workbook locally to [Product
Folder]\SystemsAndSpecs\Import as part of the default client setup.
Pipeline
Specify a name for the pipeline. The name must be unique throughout the life cycle of the
model.
Description
Type a description for the pipeline.
Sequence
Type an identification number for the pipeline.
Fluid_System
Specify the code list/short description of the fluid system. The fluid system short descriptions
are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the Fluid System
Short Description column. You can also locate the fluid system by looking in the Catalog
task at the ..\Select Lists\Fluid code node. You need the text in the Fluid System Short
Description column.
Fluid_Code
Type the short description of the fluid code to make available. The fluid code short
descriptions are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the
Fluid Code Short Description column. You can also locate the fluid code by looking in the
Catalog task at the ..\Select Lists\Fluid code node. You need the text in the Fluid Code
Short Description column.
PSPEC
Specify the piping specification (piping material class) name, for example, 1C0841. Ten
piping material classes are delivered with the default catalog. Many more piping material
classes are delivered in the Piping Specification.xls workbook. You can also see which
piping material classes are available by looking in the Catalog task at the ..\Piping\Piping
Specification\Piping Material Classes node. You need the name in the Spec Name column.
PSPEC_VER
Type the revision number of the piping materials class. This information is located in the
version column of the Piping Specification.xls workbook. If you have enabled the Piping
Spec Version Management Option in the Model Options node, the text that you copy
from here is appended to the end of the piping specification name. For example, if the piping
specification is originally named 1C0100, the piping specification with the revision is named
"1C0100, Rev: <text>".
ISPEC
Specify the insulation specification name. You can identify available insulation specifications
by looking in the Catalog task at the ..\Piping\Insulation\Specifications node. You need the
name in the Name column.

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 Import Systems Hierarchy from Excel

Permission Group
Type the name of the permission group assigned to the system name, for example, Hull,
Accommodation, or Door. You assign permission groups in Project Management.
If you assign a permission group that does not exist, the Permission Group Validate
Result dialog box displays so that you can correct the entry. Click Yes, and the software
creates systems in the active permission groups for systems that do not exist in the model.
Click No to abort the import process.
If you do not have write access for a particular permission group, you cannot create that
system or its children. The software continues creating other systems, and then adds to the
log file a statement such as, "The permission group ‘Permission Group Name’ for ‘System
Name‘ does not have write access. Systems/objects cannot be created."
See Also
ImportData_Sample Workbook (on page 27)

Pipelines_Sample Workbook
Sample templates for defining pipeline systems are included in the Pipelines_Sample.xls
workbook. The software delivers this workbook locally to [Product
Folder]\SystemsAndSpecs\Import as part of the default client setup.
See Also
Import Systems Hierarchy from Excel (on page 24)
ImportData_Sample Workbook (on page 27)

TEMPLATE_PIPELINE Sheet
The TEMPLATE_PIPELINE sheet in the Pipelines_Sample.xls workbook defines the
properties of a pipeline system. The software delivers this workbook locally to [Product
Folder]\SystemsAndSpecs\Import as part of the default client setup.
Pipeline
Specify a name for the pipeline. The name must be unique throughout the life cycle of the
model.
Description
Type a description for the pipeline.
Sequence
Type an identification number for the pipeline.
Fluid_System
Specify the code list/short description of the fluid system. The fluid system short descriptions
are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the Fluid System
Short Description column. You can also locate the fluid system by looking in the Catalog
task at the ..\Select Lists\Fluid code node. You need the text in the Fluid System Short
Description column.
Fluid_Code
Type the short description of the fluid code to make available. The fluid code short
descriptions are defined on the AllCodeLists.xls workbook in the Fluid Code sheet in the

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 Import Systems Hierarchy from Excel

Fluid Code Short Description column. You can also locate the fluid code by looking in the
Catalog task at the ..\Select Lists\Fluid code node. You need the text in the Fluid Code
Short Description column.
PSPEC
Specify the piping specification (piping material class) name, for example, 1C0841. Ten
piping material classes are delivered with the default catalog. Many more piping material
classes are delivered in the Piping Specification.xls workbook. You can also see which
piping material classes are available by looking in the Catalog task at the ..\Piping\Piping
Specification\Piping Material Classes node. You need the name in the Spec Name column.
PSPEC_VER
Type the revision number of the piping materials class. This information is located in the
version column of the Piping Specification.xls workbook. If you have enabled the Piping
Spec Version Management Option in the Model Options node, the text that you copy
from here is appended to the end of the piping specification name. For example, if the piping
specification is originally named 1C0100, the piping specification with the revision is named
"1C0100, Rev: <text>".
ISPEC
Specify the insulation specification name. You can identify available insulation specifications
by looking in the Catalog task at the ..\Piping\Insulation\Specifications node. You need the
name in the Name column.
Permission Group
Type the name of the permission group assigned to the system name, for example, Hull,
Accommodation, or Door. You assign permission groups in Project Management.
If you assign a permission group that does not exist, the Permission Group Validate
Result dialog box displays so that you can correct the entry. Click Yes, and the software
creates systems in the active permission groups for systems that do not exist in the model.
Click No to abort the import process.
If you do not have write access for a particular permission group, you cannot create that
system or its children. The software continues creating other systems, and then adds to the
log file a statement such as, "The permission group ‘Permission Group Name’ for ‘System
Name‘ does not have write access. Systems/objects cannot be created."
See Also
Pipelines_Sample Sheet (on page 34)

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SECTION 5

Define Allowed Specifications

Specifies the specifications that are allowed for the model or system. The allowed
specifications for a system determine what parts are available for selection and placement within
that system. Systems inherit specifications from their parent system, but you can restrict the list
of available specifications further by using this command.
The Define Allowed Specifications command identifies the specifications that the software
allows for all of the items in a given system and includes adding and removing specifications to
the model from the Catalog database. Also, you can provide a subset of allowed specifications
for each system by restricting the selection allowed by the model as a whole. By default, allowed
specifications are inherited, which means that any specifications that are allowed by the parent
system are also allowed by the subsystem. At any level of the hierarchy, you can restrict the list
of allowed specifications.
You can also add a specification to the list of allowed specifications for a system, provided that
the system parent allows the specification that you need to add. Allowed specifications operate
in a top-down hierarchy, that is, any specification that you need to allow for a system must be
allowed by its parent system. If the system is in the top level of the model hierarchy, the overall
model must allow the specification. Allowed specifications must first be defined for the model as
a whole before those specifications are available for lower-level systems.
Define Allowed Specifications Dialog Box (on page 37)

What do you want to do?

 Define allowed specifications (on page 36)
 Delete an allowed specification (on page 37)

Define allowed specifications

1. Select a system from the tree view.

2. Click Define Allowed Specifications on the horizontal toolbar.

The software displays the Define Allowed Specifications dialog box.
3. Select the specifications to add to the selected system in the Allowed by parent system
list.
You can select multiple specifications by holding down the CTRL key while clicking
on the specifications that you need to define for the system.
4. Click Add.
5. Select any specifications that you need to remove from the selected system in the Allowed
for selected system list.
6. Click Remove.

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 Define Allowed Specifications

You can remove all of the allowed specifications from the selected system by
clicking Clear All.

 You can also remove an allowed specification from the Allowed Specifications tab in the
main task window. To do so, select the specification that you need to remove in the list view,
and click Delete on the horizontal toolbar.
 Clicking Add All on the Define Allowed Specifications dialog box returns the
specifications list to its default state, which allows all specifications defined by the parent
system.

Delete an allowed specification

1. In the tree view, select the system whose allowed specifications you want to modify.
2. Click the Allowed Specifications tab at the bottom of the content view window.
3. Choose the specification to delete from the list of allowed specifications.
You can select multiple systems by pressing the CTRL key while clicking on other
systems.
4. Click Delete on the horizontal toolbar.
When you delete an allowed specification from a system, you also delete it from all of
the subsystems of that system. The specification remains available to all of the parent
systems. If you delete an allowed specification at the model level, it remains in the catalog and
can be added back into the model in the future, if needed.

Define Allowed Specifications Dialog Box

Sets the available list of specifications for the selected model hierarchy or system. Systems
inherit specifications from their parent system, but you can restrict the list of available
specifications further by using this dialog box.
Allowed by parent system: <name of parent system>
Displays the specifications nested by specification type. The list of specifications and type is
defined by the reference data. The short name is shown in the Name column, and a
description of the specification displays in the Description column. If the Model level was
selected when the command was activated, then all of the specifications in the reference
data are listed; if a nested system was selected, then only those specifications that are
allowed by the system parent are displayed.
Allowed for selected system: <name of selected system>
Displays the current allowed specifications for the selected system.
Add
Allows you to add an allowed specification to the selected system from the list that is
permitted by the parent system. A new system inherits all of the allowed specifications from
its parent system by default.

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Remove
Removes an allowed specification from the list of specifications that are available for the
selected system. This specification is still available to the parent system or any other
systems that share the same parent.
Clear All
Removes all of the allowed specifications from the list that are available for the selected
system. A system must have at least one allowed specification; consequently, you must add
at least one specification back to the list of allowed specifications before attempting to exit
the dialog box.
Add All
Sets the list of allowed specifications for the selected system to match the specifications of
the parent system or, in the case of a top-level system, for the entire model.
See Also
Define Allowed Specifications (on page 36)

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SECTION 6

Edit Systems and Specifications

The Systems and Specifications task allows you to modify the structure and the properties of
your system hierarchy at any point in the design process. You can move an existing system to
the top level of the hierarchy by dragging it to the new parent system, or you can make an
existing system the subordinate of another existing system with a few simple operations. You
can copy an existing system and paste it to another location in the hierarchy. The system you
select in the hierarchy then becomes the parent of the copied system.
In addition to adjusting the overall layout of the hierarchy, you can also make modifications to
the properties of the members of the hierarchy. Using the Properties command, you can edit
the parent, the allowed specifications, and the name of the individual systems.
You can also remove items from the system hierarchy using the Delete command. To delete a
system, select it in either the tree view or the content view and click Delete. The software
automatically selects the subsystems and parts nested under the selected system. If you have
the permission to delete all of the systems, subsystems, and parts that are selected, then the
software removes those objects from the model.
To delete or disassociate a specification from the list of allowed specifications for a system and
associated subsystems, select the specifications on the Allowed Specification tab in the
content view and delete it. If you have permission, and the specification is not the last allowed
specification for the system, then the software deletes it.
After the allowed specifications of a system have been changed to differ from the parent,
specifications added to the parent are no longer automatically assigned to the child.

What do you want to do?

 Define default property values (on page 39)
 Modify the system hierarchy (on page 40)
 Delete a system or part (on page 40)
 Edit system properties (on page 41)

Define default property values

1. Select a piping, electrical, or conduit system.
2. Click Edit > Properties.
3. Select the Default Property Values tab.
4. Using the Category option and the properties grid, define the default property values that
you want. For more information, see Default Property Values Tab (on page 44).
5. Click Apply to save your default values.

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Modify the system hierarchy

Move a System in the Hierarchy
1. In the tree view, select the system or part to move.
2. Drag and drop the item to its new location.
To move a system to the top of the hierarchy, drag it to the model icon at the top of
the system hierarchy.

 You must have Write permissions for all of the contents of the system and any subsystems
to change the location of it in the system hierarchy.
 If you move a system to a new parent system, then any specifications disallowed from the
parent system are removed from the available specifications of the system that you moved.
 To move a system with its children, right-click on the system and click Nested Systems on
the shortcut menu.

Copy and Paste a System in the Hierarchy

1. In the tree view, select the system or part to copy.
2. Click Copy on the horizontal toolbar.
3. Select a new location in the hierarchy and click Paste on the horizontal toolbar.

 You must have Write permissions for all of the contents of the system and any subsystems
to change the location of it in the system hierarchy.
 The Paste command uses the currently selected system as the parent of the pasted system.
 The default name for the copied system type is used to generate a new name for the pasted
system.
 The Copy command will only copy the selected system. Nested systems will not be copied.

Delete a system or part

1. In the tree or content view, select the system or part to delete.

 You can select multiple systems by pressing the Ctrl key while clicking on other
systems.
 To select a parent and all of its children, right-click the parent in the tree view or the
content view and click Select Nested from the shortcut menu (or Edit > Select
Nested).
2. Click Delete on the horizontal toolbar.
If you delete a parent system that contains children, then the software displays a
confirmation dialog box listing the number of systems and subsystems to be deleted.

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Edit system properties

1. In the tree view, select the system to edit.
2. Click Properties on the horizontal toolbar.
3. Select the General tab to change the system name, the naming rule, and the location of the
system within the hierarchy.
To modify the location of the system, you must have Write access to all of
the components contained within the selected system.
4. Select the Configuration tab to change the permission group and status of the selected
system.
5. Select the Notes tab to create or modify text that has been placed in the model.
6. Select the Default Property Values tab to define default properties.
The Specifications tab lists all of the specifications that are defined for the selected
system. This information cannot be edited from this dialog box.

System Properties Dialog Box

Sets options for a system in the hierarchy. To access system properties, select a system in the
hierarchy, and then click Properties on the horizontal toolbar.
Using the <System Name> Properties dialog box, you can change the parent system, the
name, the naming rule, the status, and the permission groups. You can also view allowed
specifications that have been assigned to the selected system. For piping, electrical, and conduit
systems, you can define the default property values.
General Tab (on page 41)
Specifications Tab (on page 44)
Default Property Values Tab (on page 44)
Relationship Tab (on page 50)
Configuration Tab (on page 50)
Notes Tab (on page 52)
See Also
Edit Systems and Specifications (on page 39)
Edit System Properties (on page 41)

General Tab
Sets basic options for the currently selected system. You can change the name, the naming
convention, or the parent system from this tab. Unless otherwise noted, all other information is
read-only.
Category
Select the type of properties that you want to view for the selected system. Currently, you
can view the Standard properties of the system or the Weight and CG (Center of Gravity)
properties. The weight and center-of-gravity values that display are the sum of total weight
and center-of-gravity of all objects in the selected system.

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Standard
Name
Specifies the name assigned to the selected system. The software assigns a default name
for the system, based on the name rule defined below.
Name Rule
Sets the conventions used in naming new systems in the system hierarchy. System names
can be user- defined or automatically generated (default name rule). If the default name rule
is selected, then the software remembers the name rule that you used the last time you
created the currently selected system type.
Type
Displays the type of system currently selected. This information is read-only.
Unit Code
Specifies the Unit Code property. This property is available only when the Type is a Unit
System.
Parent System
Specifies the parent of the selected system in the system hierarchy. You must have write
access to all of the members of the selected system in order to change its assigned parent
system.
Description
Specifies the description that is assigned to the selected pipeline system when it is created.
This option is only available when you view the properties of a pipeline system.
Sequence Number
Specifies the identification number Smart 3D assigned to the selected pipeline system when
it was created. This option is only available when you view the properties of a pipeline
system.
Fluid Requirement
Specifies the fluid requirement for the pipeline system. To change the options on the list,
edit the Fluid Code select list in Catalog. This option is only available when you view the
properties of a pipeline system.
Fluid Type
Specifies the fluid type for the selected pipeline system. To change the options on the list,
edit the Fluid Code select list in Catalog. This option is only available when you view the
properties of a pipeline system.
Correlation Status
Specifies whether or not the object has been correlated to an object in a P&ID. The list is
defined by the EFWCorrelationStatus select list.
Correlation Basis
Specifies whether or not the object is correlated to a P&ID object. The list is defined by the
EFWCorrelationBasis select list.
Correlate Object indicates that the object has a correlating object in a P&ID.

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No correlation is required indicates that the object does not have a correlating object in a
P&ID.
Correlation Approval Status
Specifies whether or not the object is approved with discrepancies in the three-dimensional
data compared with design basis data. The list is defined by the
EFWCorrelationApprovalStatus sheet in the AllCodelist workbook.
Topology mismatch approved indicates that the object topology mismatch can be ignored.
Data and Topology mismatches approved indicates that the object data and topology
mismatches can be ignored.
None indicates that you do not approve a mismatch.

Weight and CG
The weight and center-of-gravity values that display are the sum of total weight and center-of-
gravity of all objects in the selected system. The center-of-gravity locations are displayed in
global system coordinates along the X-, Y-, and Z-axes.
Dry Weight
Specifies the dry weight of the object.
Wet Weight
Specifies the wet weight of the object.
For equipment, the Weight and CG property Wet Weight is the sum of Dry
Weight and Water Weight. The dry weight and water weight values are catalog properties
entered on the part sheet for the equipment.
Dry CG X
Specifies the X-axis location of the dry center-of-gravity.
Dry CG Y
Specifies the Y-axis location of the dry center-of-gravity.
Dry CG Z
Specifies the Z-axis location of the dry center-of-gravity.
Wet CG X
Specifies the X-axis location of the wet center-of-gravity.
Wet CG Y
Specifies the Y-axis location of the wet center-of-gravity.
Wet CG Z
Specifies the Z-axis location of the wet center-of-gravity.

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Specifications Tab
Displays all specifications that are allowed for the selected system. Assigned specification
information is read-only. You can define specifications in the reference data.
Property
Displays the specifications that are allowed for the selected system. The specifications that
display depend on what is defined for the selected system and are defined in the reference
data. This information is read-only.
Value
Displays values for the corresponding property.

Default Property Values Tab

Sets default property values for piping, electrical, and conduit systems.
Category
Select the category type in which you want to define default properties. Currently, you can
select from the following categories: Responsibility, Standard, Surface Treatment and
Coating, Testing, Insulation and Tracing, Cable Fill, and Temperature and Pressure.

Standard
Specification
Select the specification that you want to be the default for this system. You may need to use
the Define Allowed Specifications (on page 36) command before you can select a
specification here. You define specifications in the reference data.
Minimum Slope
Specifies the slope for the runs created in this system. You can specify the slope as a ratio,
a percentage, or in degrees.
 As a ratio, if a run drops 1/4" for every foot of horizontal distance, specify the slope as
1/4"/1'-0".
 As a percentage, if a run drops 1" for every 10" of horizontal distance, specify the slope
as 10%.
 In degrees, a five-degree slope can be specified as 5deg.

Cable Fill
Fill Efficiency
Displays or defines the efficiency of the stacking of cables in the cableway. You can enter a
real number, an integer, or a percent; for example, type 0.9, 90, or 90%.
Signal Type
Displays or defines the cable usage, which is used in tray fill calculations. If you want to add,
edit, or remove values that are available for selection, edit the Signal Type select list in the
Catalog task.

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Voltage Grade
Displays or defines the voltage grade, which is used in determining the range of voltage that
the cableway can carry. If you want to add, edit, or remove values that are available for
selection, edit the Voltage Grade select list in the Catalog task.

Responsibility
Cleaning Responsibility
Select the party responsible for cleaning the object. If you want to add, edit, or remove
values that are available for selection, edit the Cleaning Responsibility select list in the
Catalog task.
Design Responsibility
Select the party responsible for designing the object. If you want to add, edit, or remove
values that are available for selection, edit the Design Responsibility select list in the
Catalog task.
Fabrication Responsibility
Select the party responsible for fabricating the object. If you want to add, edit, or remove
values that are available for selection, edit the Fabrication Responsibility select list in the
Catalog task.
Installation Responsibility
Select the party responsible for installing the object. If you want to add, edit, or remove
values that are available for selection, edit the Installation Responsibility select list in the
Catalog task.
Painting Responsibility
Select the party responsible for painting the object. If you want to add, edit, or remove
values that are available for selection, edit the Painting Responsibility select list in the
Catalog task.
Requisition Responsibility
Select the party responsible for ordering the object. If you want to add, edit, or remove
values that are available for selection, edit the Requisition Responsibility select list in the
Catalog task.
Supply Responsibility
Select the party responsible for delivering the object. If you want to add, edit, or remove
values that are available for selection, edit the Supply Responsibility select list in the
Catalog task.
Testing Responsibility
Select the party responsible for testing the weld on the object. If you want to add, edit, or
remove values that are available for selection, edit the Testing Responsibility select list in
the Catalog task.

Surface Treatment and Coating

Interior Surface Treatment Requirement
Select the interior treatment requirement for the object. If you want to add, edit, or remove

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values that are available for selection, edit the Interior Surface Treatment select list in the
Catalog task.
Interior Surface Treatment Type
Select the interior treatment type for the object. If you want to add, edit, or remove values
that are available for selection, edit the Interior Surface Treatment select list in the Catalog
task.
Exterior Surface Treatment Requirement
Select the exterior treatment requirement for the object. If you want to add, edit, or remove
values that are available for selection, edit the Exterior Surface Treatment select list in the
Catalog task.
Exterior Surface Treatment Type
Select the exterior treatment type for the object. If you want to add, edit, or remove values
that are available for selection, edit the Exterior Surface Treatment select list in the
Catalog task.
Cleaning Requirement
Select the cleaning requirement for the object. If you want to add, edit, or remove values
that are available for selection, edit the Cleaning Requirement select list in the Catalog
task.
Steamout Requirement
Select the steam out requirement for the object. If you want to add, edit, or remove values
that are available for selection, edit the Steamout Requirement select list in the Catalog
task.
Steamout Pressure
Specify the steamout pressure for the object. Include the pressure unit of measure (psi for
pounds per square inch, for example) when specifying this value.
Steamout Temperature
Specify the steamout temperature for the object. Include the temperature unit of measure (K
for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this value.
Auxiliary Treatment Requirement
Specify any auxiliary treatment requirement.
Auxiliary Treatment Type
Specify any auxiliary treatment type.
Interior Coating Requirement
Select the interior coating requirement for the object. If you want to add, edit, or remove
values that are available for selection, edit the Coating Type select list in the Catalog task.
Interior Coating Type
Select the interior coating type for the object. If you want to add, edit, or remove values that
are available for selection, edit the Coating Type select list in the Catalog task.
Interior Coating Area
Enter total area that the coating covers.

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Exterior Coating Requirement

Select the exterior coating requirement for the object. If you want to add, edit, or remove
values that are available for selection, edit the Coating Type select list in the Catalog task.
Exterior Coating Type
Select the exterior coating type for the object. If you want to add, edit, or remove values that
are available for selection, edit the Coating Type select list in the Catalog task.
Exterior Coating Area
Enter the total area that the coating covers.
Coating Color
Select the color of the object coating. If you want to add, edit, or remove values that are
available for selection, edit the Coating Color select list in the Catalog task.

Testing
Testing Requirement
Specifies whether non-destructive testing of welds is required.
Testing Type
Select the type of non-destructive weld testing for the welds. If you want to add, edit, or
remove values that are available for selection, edit the Testing Type select list in the
Catalog task.
Testing Percentage
Type the percentage of the welds on this pipe run that are to be tested. This option is
available only if you are viewing pipe run properties.

Insulation and Tracing

Insulation Specification
Displays the insulation specification for the object. You define which insulation specifications
are available for which systems in the System and Specifications task. You define insulation
specifications in the reference data.
Insulation Purpose
Displays the purpose of the insulation. You can define insulation purposes in the Catalog
task.
Insulation Material
Displays the material of the insulation. You can define insulation material in the Catalog
task.
Insulation Thickness
Displays the thickness of the insulation.
Insulation Temperature
Type the temperature. Include the temperature unit of measure (K for Kelvin, F for
Fahrenheit, or C for Celsius, for example) when specifying this value.

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Heat Tracing Requirement

Select whether or not the object is heat-traced. If you want to add, edit, or remove values
that are available for selection, edit the Heat Tracing Medium select list in the Catalog task.
Heat Tracing Type
Select the type of heat-tracing. If you want to add, edit, or remove values that are available
for selection, edit the Heat Tracing Medium select list in the Catalog task.
Heat Tracing Medium
Select the heat-tracing medium to apply to the object. If you want to add, edit, or remove
values that are available for selection, edit the Heat Tracing Medium select list in the
Catalog task.
Heat Tracing Medium Temperature
Specify the temperature of the heat-tracing medium. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.

Temperature and Pressure

If service limits have been defined, you must define one set of pressure/temperature values
(Design Maximum Temperature and Design Maximum Pressure, for example) before you
can place the object. The software does not prevent you from defining testing temperatures and
pressures that exceed the defined service limits.
Design Maximum Temperature
Specify the maximum design temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Design Minimum Temperature
Specify the minimum design temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Design Maximum Pressure
Specify the maximum design pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Operating Maximum Temperature
Specify the maximum operating temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Operating Minimum Temperature
Specify the minimum operating temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Operating Maximum Pressure
Specify the maximum operating pressure for the object. Include the pressure unit of
measure (psi for pounds per square inch, for example) when specifying this value.

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Testing Maximum Temperature

Specify the maximum testing temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Testing Minimum Temperature
Specify the minimum testing temperature for the object. Include the temperature unit of
measure (K for Kelvin, F for Fahrenheit, or C for Celsius, for example) when specifying this
value.
Testing Maximum Pressure
Specify the maximum testing pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Design Minimum Pressure
Specify the minimum design pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Operating Minimum Pressure
Specify the minimum operating pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.
Testing Minimum Pressure
Specify the minimum testing pressure for the object. Include the pressure unit of measure
(psi for pounds per square inch, for example) when specifying this value.

Adding Custom Default Properties

You can add your own custom default properties to this tab by editing the
..\CatalogData\Bulkload\SampleDataFiles\SystemUserDefinedDefaultProperties.xls workbook,
and then bulkloading the edited workbook into your Catalog. For more information about
bulkloading workbooks, refer to the Model Reference Data Guide, available from Help >
Printable Guide. Only properties for piping, electrical, and conduit systems can be added to this
tab.
The interfaces for the default property values are limited to the following:
IJUASASSPipingDefaults, IJUASASSElectircalDefaults, and IJUASASSConduitDefaults. You
must use these interfaces for the properties that you want to add to this tab.
The categories for the default property values are limited also. For Piping systems, the
categories are: Standard, Responsibility, Surface Treatment and Coating, Testing,
Insulation and Tracing, and Temperature.
For Electrical systems, the categories are: Standard, Responsibility, Surface Treatment and
Coating, and Cable Fill.
For Conduit Systems, the categories are: Standard, Responsibility, Surface Treatment and
Coating, and Cable Fill.
See Also
Define Default Property Values (on page 39)

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Relationship Tab
Displays all objects related to the selected object for which you are viewing properties. For
example, if you are viewing the properties of a pipe run, the related pipeline, features, parts,
associated control points, hangers or supports, and equipment display on this tab. All WBS
assignments, including project relationships, appear on this tab.
Additional examples for marine relationships are as follows:
 For plate and profile system properties, the related bounded objects, bounding objects, and
connections are shown.
 For plate and profile system part properties, parent systems are shown.
 For assembly connection properties, all connected objects are shown.
 For the properties of a frame connection on a member, supported, supporting, and auxiliary
supporting parts are shown.
 For split connection properties, the parent and auxiliary supporting parts are shown.
Name
Specifies the name of the object.
Type
Specifies the type of object. To change the options on the list, edit the Weld Type select list
in Catalog.
Go To
Displays the properties of the selected object.

Configuration Tab
Displays the creation, modification, and status information about an object.
You cannot define the filters using the Configuration tab.
Plant
Displays the name of the model. You cannot change this value.
Permission Group
Specifies the permission group to which the object belongs. You can select another
permission group, if needed. Permission groups are created in Project Management.
Transfer
Reassigns ownership of the selected model objects from their current permission group to
another satellite or host permission group. This option is only available if the active model or
project is replicated in a workshare configuration. The option is not available if all of the
objects in the select set already belong to another location and are non-transferable. For
more information, see Transfer Ownership Dialog Box in the Common User's Guide.
The Transfer option does not apply to the filters and surface style rules.
Approval State
Specifies the current status of the selected object or filter. The display depends on your

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access level. You might be unable to change the status of the object. The list is defined by
the ApprovalStatus codelist.
You can only edit or manipulate an object with a status of Working.
Status
Specifies the location of the object in the workflow process. Changing this property sets the
Approval State. The list is controlled by the ApprovalReason codelist in the
ApprovalReason.xls file. You must bulkload this file. For more information, see
ApprovalReason in the Reference Data Guide.
Date Created
Specifies the creation date of the object.
Created by
Specifies the name of the person who created the object.
Date Last Modified
Specifies the date when the object was last modified.
Last Modified by
Specifies the name of the person who last modified the object.

Transfer Ownership Dialog Box

Allows you to specify a new location and permission group for the selected model objects.
Current location
Displays the name of the location with which the current permission group is associated. All
of the objects in the select set must belong to the same location.
Current permission group
Displays the name of the permission group with which the selected objects are currently
associated. If all of the objects in the select set do not belong to the same permission group,
this box appears blank.
New location
Specifies the name of the location to which you want to assign the objects. In a global
workshare configuration, this box lists all the locations in which you have write access to one
or more permission groups. The selection in this box filters the entries in the New
permission group box.
New permission group
Specifies the new permission group to which to assign the selected objects. If you specify a
value in the New location box, this list displays all permission groups to which you have
write access in the selected location. If you do not specify a value in the New location box,
this list includes all permission groups to which you have write access in all locations except
the current location. This box is blank if you do not have write access to any permission
groups at any locations other than the current one.
We strongly recommend that administrators follow naming convention rules that
include the location as a prefix in the permission group name.

Systems and Specifications User's Guide 51

 Edit Systems and Specifications

Notes Tab
Creates and edits user-definable text placed by the designer on an object in the model. The
notes provide special instructions related to the object for the fabricator and are available in
downstream tasks. For example, the notes appear in two-dimensional drawings and within
design review sessions.
Only one note of a given kind from a given object can be shown on a drawing. For
example, if there are two fabrication notes on a piping part, then only one of the notes shows on
the drawing. It is important to know about and to consider this situation when defining notes on
an object in the modeling phase. For example, you can display one Fabrication note and one
Installation note by defining two separate labels for the two kinds of notes.
Key point
Specifies the key point on the object to which you want to add a note.
Notes at this location, listed by name
Lists all notes for the selected key point on the object.
Date
Displays the date that the note was created. The system automatically supplies the date.
Time
Displays the time that the note was created. The system automatically supplies the time.
Purpose of note
Specifies the purpose of the note.
Author
Displays the login name of the person who created the note. The system automatically
supplies this information. You cannot change this information.
Note text
Defines the note text. The software does not limit the length of the note text.
Show dimension
Indicates that the note generates a dimension.
If you are displaying the properties for a Support component, then a dimension can be
included for the component in the Support drawings, if you select the Show dimension
option. The note must be associated with one of the key points for the Support component.
It is recommended that you set the Purpose of note as Fabrication, but this is not a
requirement. The note Name and Note text are not used when you select this option.
New Note
Creates a new note on the object.
Standard Note
Displays a list of standard notes from which you can select. This feature is not available in
this version.

Systems and Specifications User's Guide 52

 Edit Systems and Specifications

Highlight Note
Highlights the note in the graphic view so that you can easily find the note and the object to
which it is related. This feature is not available in this version.
Delete Note
Deletes the currently displayed note.

Systems and Specifications User's Guide 53

Glossary
abstract part
A part that is only defined by a partial specification and that cannot be materially provided by the
organization that defines the specification.
Active Template Library (ATL)
Set of class templates and wizards supplied with Microsoft C++ Version 5.0 and later. You can
use an ATL when you create ActiveX controls and any other type of object that uses the
Component Object Model (COM) model. Using an ATL is generally preferred over Microsoft
Foundation Classes (MFC), because the implementations are smaller, easier to use, and more
closely tied to the COM model.
angle
The circular measurement taken from the intersection of two pipes at a turn or branch.
approval state
Recorded state of acceptance of information contained in objects within the database. The
approval states indicate a level of confidence in the information stored in the database and
govern your ability to alter specific data about a product.
arrangement (accommodation)
Those components of a system arranged in three-dimensional space with accurate dimensional
representation for installation. Various types include electrical, HVAC, machinery, outfitting, and
piping.
attribute
A single type of non-graphics information that is stored about an object such as diameter or end
preparation.
axis
An imaginary line used to define the orientation of a system or object normally defined in terms
of an x-, y-, and z-axis. Some 3-D graphic objects have an associated axis used to define the
center or axis for rotations.
basic design
Engineering definition of the model and its systems.
bill of material (BOM)
Hierarchical decomposition of a product into constituent assemblies and parts. Specific types of
BOMs exist (for example, an EBOM is a bill of material from the point of view of an engineering
department; an MBOM is a bill of material from the point of view of manufacturing).
bulkload
The process by which reference data in Microsoft Excel workbooks is loaded into the Catalog
database.

Systems and Specifications User's Guide 54

 Glossary

catalog
Repository of information about components and materials used in construction. When you use
catalog parts in the model, the software places an occurrence of the catalog part in the project.
This occurrence is a copy of the actual catalog part.
Catalog database
The database that contains the reference data. Each model database can reference a different
Catalog database.
chain
A set of continuous and tangent segments.
change history
Process of recording information such as who, when, and why for any given modification.
change management
Software features or manual procedures for managing the consequence of change. For
example, software can support a change management feature to report drawings that need
updating as a result of a change in a 3-D model.
change propagation
Ability of the software to intelligently modify dependent design information to reflect change in a
higher order object.
class
Grouping of individual objects that share some very significant, common characteristics.
classification folder
A folder in the Catalog hierarchy that contains part classes. Classification folders are one level
above part classes. The ClassNodeType and R-ClassNodeDescribes sheets in the Microsoft
Excel workbooks define the classification folders.
codelist
A set of acceptable values for a particular property that can be referred to by an index number or
selected in a combo box. For example, the codelist for the material specification allows you to
select from a set of standard entries, such as ASTM A183-F316 Stainless Steel.
commodity code
A user-defined code that provides an index to parts in a catalog.
commodity item
A standard component found in a manufacturer catalog (an off-the-shelf component).
component
Physical part that a feature generates.

Systems and Specifications User's Guide 55

 Glossary

concurrent access
Ability of the software to allow multiple users to simultaneously access and modify the design of
a model.
consolidated tasks
A collection of tasks run in batch. For example, the software allows you to extract a set of
drawings immediately or to schedule the batch extraction for a future time.
constraints
A logical restriction that controls how part symbols ports relate to each other and to reference
ports. There are four constraints: parallel, perpendicular, coincident, and distance.
contract
A Work Breakdown Structure object representing a scope of work, usually performed by an
external supplier. The contract is related to a project and appears in the Work Breakdown
Structure hierarchy.
coordinate
The location of a point along the X-, Y-, or Z-axis.
coordinate system
A geometric relation used to denote the location of points in the model. The most common
coordinate system is the rectangular coordinate system, whereby points are located by
traversing the X-, Y-, and Z-axes of the model. Normally, coordinate systems have their origin
defined as 0,0,0.
cutting plane
A plane that cuts through an object.
damage records
Data relating to the damage and repair of structure or components that occurred during or after
construction of a plant.
data interchange
Capability to output the design, or portions of the design, in a standard format for use or
movement to another computer software system.
database
Repository for the product model data. The database contains information to describe individual
objects in the data model and the relationships between objects as appropriate.
database backup
Process of recording a backup copy of the complete database or the incremental changes after
the date that the last complete copy was created.
database break and recovery
Utilities used to restore a database after files are corrupted.

Systems and Specifications User's Guide 56

 Glossary

database copy
Functionality to copy large collections of model objects from one design project to another
design project.
database management
Functionality related to managing a product model database.
database monitor record
Transactions that occur in order to provide database (DB) recovery after a stop in response with
a minimum of lost data.
degree
The highest polynomial factor in the curve or surface mathematical definition. A line is a degree
1 curve, while a cubic B-spline is a degree 3 curve.
design alternative
Difference in a design represented by a separate version. A design alternative can be a new
design prepared as a proposed change, or one of several elective options that the builder or
customer selects. Each design alternative has an identification assigned so you can uniquely
refer to the design alternatives.
design approval log
Record of review and approval of parts of the design.
design data auto input
Automation in loading existing design data into a new design database.
design documents
Drawings, sketches, material lists, procedures, and so forth that are generated during the design
phase.
design object
Any object with properties that you can select. A design object can be related to one or more
contracts of different types, but related only to one contract of a given type.
design progress check
Analysis of the content of the design to some metric unit that gives an idea of the degree of
completion.
design review
Functionality to support rapid viewing of the design and markup of features with comments.
design service
Any general system services related to the design function.

Systems and Specifications User's Guide 57

 Glossary

design standard
Feature or object used in plant design that has been determined to the normal or approved way
of accomplishing a design requirement. In the context of computer software, the term refers to
computer functionality to support standards, not the standard itself.
detail schedule
Lowest level of schedule used to manage and track work progress.
distributed systems
Systems consisting of sequential parts with a distributive characteristic (for example, pipes
distribute fluids, HVAC distributes air, cabling distributes power, and structure distributes loads).
distribution systems
Term synonymous and used interchangeably with the term distributed systems.
documentation
Drawings and other records that you must produce to document, obtain approval, or build the
design.
drawing tool
Tool that helps in the process of creating, modifying, or manipulating objects. Examples are
PinPoint and SmartSketch.
easting
A term that describes an east coordinate location in a coordinate system.
edge
A topological object that represents a trimmed curve bounded by a start and end vertex.
edge distance
The distance from the center of a bolt or rivet to the edge of a plate or flange.
equipment catalog
Catalog of equipment geometry and limited properties that the software uses to identify and
visualize equipment and its placement in the model. The catalog is not the source for the total
specification and ordering data for the object.
fabricate
To cut, punch, and sub-assemble members in the shop.
face-to-face
The overall length of a component from the inlet face to the outlet face.
fasteners
Bolts and rivets used to connect structural members.

Systems and Specifications User's Guide 58

 Glossary

element
Primitive geometric shape such as a line, circle, or arc.
fence
Boundary or barrier that separates or closes off an area. To surround or close like a fence.
field adjustment
Material added to the neat design geometry of piping or structural parts to allow for fit up in the
case that extra material is required due to uncontrolled variance in the manufacturing and
construction process.
flavor
A different variation of a symbol. Each variation has different occurrence property values.
focus of rotation
A point or line about which an object or view turns.
full penetration weld
A type of weld in which the weld material extends through the complete thickness of the
components being joined.
function points
Part of the requirements documentation, function points are the smallest granularity of a
requirement statement that describe specific detailed actions that the software performs.
functional block diagram
Schematic representation of a system (piping, electrical, ventilation) showing system parts and
their relationship. You use symbols to represent equipment and components. A connecting
network of lines illustrates their relationship. Taken together, the symbols and the network
illustrate the function of the system.
furnishings
Parts such as movable articles and fittings that normally are not associated with a system (for
example, a chair).
generic specific
Object that is parametrically defined or defined to suit a family of specific parts (for example,
International Standards parametrics). For example, a 100 - 200 gpm pump in the catalog can
provide a general shape to appear in the model until a specific object has been identified. See
also specific and specific object.
GUIDs
Acronym that stands for Globally Unique Identifiers. The software automatically creates the
GUIDs sheet in the Excel workbooks when you create the Catalog database and schema. The
purpose of storing GUIDs within Excel workbooks is to help you keep track of what has been
loaded into the database. Storing GUIDs also helps to avoid the situation in which a
replacement Catalog database causes existing models to become invalid.

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 Glossary

host location
The first location created for a Site. This host location is defined when the Database Wizard
creates the Site database.
host server
The database server on which the Site database was created using the Database Wizard.
Alternatively, if it is a restored database set, the Host Server is the database server where the
Site database is restored. The Host Server in a Workshare environment contains the origin for
the Site, Site Schema, Catalog, and Catalog Schema databases. Consequently, most Project
Management and reference data work must take place at the Host.
initial design
Early stage of design work, generally before contract, used to estimate construction costs and
provide a rough concept of the intended plant. Contains information relating to a plant created
during its initial (concept) design period.
initial structural plan
Principal structural plan for the plant; also called a construction profile.
instantiation
Occurrence of a catalog object at a specific geometric location in the model.
interference checking
A process that identifies possible collisions or insufficient clearance between objects in the
model.
job order
Industrial authorization for accomplishing work; synonymous with a work order.
kinematics analysis
Analysis of mechanical motion.
ksi
Kips per square inch.
leg length analysis
Preferred term is welding length analysis.
library
Resource of reference information that you can access in developing a plant design.
life cycle database
Information developed to assist in the maintenance and modernization of delivered plants.
link
Way to store information about another file in your document. You can update a link so that
changes in the file appear in your document.

Systems and Specifications User's Guide 60

 Glossary

lintel
A horizontal member used to carry a wall over an opening.
load group
A grouping in which all components feature uniform load limits and stress safety characteristics.
For example, if a pipe clamp from load group 5 has a maximum nominal load of 20kN, then so
does a threaded rod from load group 5.
location
A Location is defined by three user-defined inputs: 1) a unique name, 2) a unique name rule ID,
and 3) the server where the Site databases reside for that Location. A Location is defined and
created when the Site database is created using the Database Wizard. Additional Locations can
be created in the Project Management task. Each Location is a Site-level object, thus other
Plants within the same Site collection can use the Locations when the Plants are configured for
Workshare.
logical member
An object in the model used to represent the design topology.
machinery
Major pieces of equipment installed in a plant.
macro
A sequence of actions or commands that can be named and stored. When you run the macro,
the software performs the actions or runs the commands. You can create the macros in Visual
Basic or other OLE-aware programming applications. Some of the other OLE-aware
programming applications are Visual Basic for Applications, Visual C++, and so forth.
maintenance envelope
A rectangular box around the part for clearance during maintenance operations.
maintenance records
Records of breakdown, repair, and overhaul of equipment.
material analysis
Analysis of a completed design work for extracting detailed material requirements; also called
material lists.
material list
An option category that controls the format and content of the bill of materials.
methods
Objects in the database that describe the manufacturing methods to the component parts of a
plant.
move from point
Starting point for an action. For example, when you move an equipment object, the Move From
point determines the point of origin for the move.

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 Glossary

move to point
Ending point for an action. For example, when you move an equipment object, the Move To
point determines where you want the move to stop.
MTO neutral file
A non-graphic output file that can be fed into a material control system. MTO stands for Material
Take-Off.
node
 One of the set of discrete points in a flow graph.
 A terminal of any branch of a network or a terminal common to two or more branches of a
network.
 An end point of any branch or a network or graph, or a junction common to two or more
branches.
northing
A term that describes a north coordinate location in a coordinate system.
nozzle
A piping connection point to a piece of equipment.
nozzle standout
The shortest allowable distance between the connection point of a nozzle and the start point of a
turn on the leg connected to the nozzle.
NPD (Nominal Piping Diameter)
The diameter of a pipe.
object
A type of data other than the native graphic format of the application.
occurrence (of part or equipment)
Instantiation of a part of equipment in the model that refers to the part library; an instance of a
specific object. The design can be built several times, and therefore the occurrence can apply to
more than one hull. Typically, an occurrence points back to a specific object, either for its
complete definition, as in the case of a particular valve, or for its made from material, as in the
case of a steel plate part cut from sheets. Thus, when a designer selects a component from the
catalog and places it at a location in the space of the plant, the software creates an occurrence
of that object in the plant design.
occurrence property
A characteristic that applies to an individual object in the model. Occurrence properties are
designated with 'oa:' in the reference data workbooks. You can view and modify occurrence
properties on the Occurrence tab of the properties dialog boxes in the software. Depending on
the object, some occurrence properties are read-only.

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 Glossary

origin
In coordinate geometry, the point where the X-, Y-, and Z-axes intersect.
origin point
The point at which the coordinate system is placed, providing a full Cartesian coordinate system
with positive and negative quadrants. Points are placed at coordinates relative to the origin
point, represented by the X, Y, and Z values.
orthogonal
The characteristic of an element consisting completely of elements positioned at 90-degree
angles. A square is an orthogonal element.
orthographic
A depiction of an object created by projecting its features onto a plane along lines perpendicular
to the plane.
P&ID
Diagram that shows the topology, functional components, and special requirements of a piping
system; generally represents the engineering design of the system.
package
Set of closely related classes. (UML)
painting
Computation of paint surface and recording of paint system requirements.
parameter
A property whose value determines the characteristics or behavior of something.
part class
A group of similar objects. You can define part classes in the Excel workbooks. A part class can
have multiple parts. For example, a heat exchanger part class can contain heat exchangers with
different dimensions.
part number
Unique identifier of a part.
PDS (Plant Design System)
A comprehensive, intelligent, computer-aided design and engineering application for the
process, power, and marine industries. PDS consists of integrated 2-D and 3-D modules that
correspond to engineering tasks in the design workflow.
PinPoint
Tool that allows you to place, move, and modify elements with precision, relative to a reference
point.

Systems and Specifications User's Guide 63

 Glossary

principle of superposition
The principle that states that the stresses, strains, and displacements due to different forces can
be combined. This principle is only valid for linear analysis.
Product Data Management (PDM) System
Software intended to manage both product data and documents associated to the product data.
Functionality typically includes: object-based data modeling tools, user administration, business
rules, and document management. Document management typically includes document editing
or reviewing, document mark-up or redline, document storage, and full-text retrieval.
product structure
Hierarchical breakdown or decomposition of a product into constituent parts, volumes, or units.
(For example, a bill of material is one possible type of product structure.)
production planning
Functionality associated with the work breakdown and sequence of the construction of a plant.
promotion
Process of associating approval state with a product version. A product version begins its
existence at a working approval state. When the version is at some level of maturity, its approval
state is elevated to a higher approval state (that is, promoted). Then, further changes must be
carefully controlled and generally require the data set demoted to a working state. One or more
promotions can occur successively higher approval states (between working and approved) to
represent various intermediate levels of review or progressive approval.
query select sets
Set of objects that are selected in a query or queries on the database.
reference data
The data that is necessary to design plants or ships using the software. Reference data includes
graphical information, such as symbols. It also contains tabular information, such as physical
dimensions and piping specifications.
resource estimation
Rough estimate of material, manpower, and facility utilization for the design and construction of
the plant.
route
1) A line connecting a series of points in space and constituting a proposed or traveled route. 2)
The set of links and junctions joined in series to establish a connection.
satellite server
The database server where the replicated databases reside for Workshare. The Satellite Server
is not used unless Workshare is activated.
schema
A database that creates the structure of another database. For example, a schema specifies the
queries, tables, fields, and data types in a database.

Systems and Specifications User's Guide 64

 Glossary

schema update utility

Functionality used to assist in processing existing product models to an updated database
structure after you modify or add to the database structure.
site
The top level in the Project Management hierarchy. A Site configuration may contain several
Catalogs, each shared by multiple Plants.
site administrator
Person responsible for managing the standards and general parameters for a given plant site
within a Site database.
site setup
Functionality associated with establishing a new plant site or hull for design development.
sketch and trace
User interface for rough definition of a required design feature that typically works in a 2-D
mode.
specifications
Contracted requirements for the plant.
stud
A bolt, threaded on both ends, used to connect components.
suspended floor
A concrete floor system built above and off the ground.
symmetric node
Type of vertex on a curve. A curve with a symmetric node has the same curvature on each side
of the node. A handle can be attached to a symmetric node for editing.
system
A conceptual design grouping that organizes parts in hierarchical relationships. A system
represents a functional view of the model and includes information such as system name, type,
properties, and design specifications for the objects assigned to the system.
tag number
User-specific, unique number assigned to an object (for example, CV-101 for a control valve,
HE-2002 for a heat exchanger).
target point
The origin for coordinate measurements displayed by PinPoint. You can position the target point
anywhere on the drawing sheet or view.

Systems and Specifications User's Guide 65

 Glossary

tolerant geometry
A type of ACIS geometry - either an edge or a vertex - that is outside the tolerance for ACIS and
requires special handling.
trimmed surface
A surface whose boundary is fully or partially inside the "natural" geometric definition of the
surface. Some or the entire control polygon extends outside the face boundary.
trunk
Feature that quickly reserves space for the distributive systems and other systems that have a
path. Along the trunk are stations that define the cross section and identify part or system
membership.
unit/module modeler
Facility of the system to structure collections of equipment and components into a single
identifiable object.
user attributes
A customized property in the reference data. The Custom Interfaces sheets in the Excel
workbooks define these properties. You can list the customized properties on the individual part
class sheets.
version control
Ability of the system to manage multiple versions of a single part of the design. Version control
should support conditional analysis and promotion status, as well as alternate design features
among hulls within a plant site.
vertex
A topological object that represents a point in the three-dimensional model.
viewset
Set of objects (usually a subset of the entire database) that a view operation uses. Membership
or lack of membership for any object in a viewset does not affect the actual stored
representation of the object, but only its availability or desirability for viewing in the current
scenario.
weight and CG analysis
Routines that compute the weight of commodity materials as configured in a given design (for
example, plate and pipe) and determine total weight and center of gravity (CG) for a collection of
material and equipment, as well as the complete plant.
welding
Weld requirements for joining materials. Welding length analysis is the calculation of required
weld dimensions; also called leg length analysis.
wirebody
A topological object that represents a collection of edges jointed at their common endpoints.

Systems and Specifications User's Guide 66

 Glossary

wizard
Software routine attached to an application that provides guidance and expert help to you to
complete one of the functionalities of the application.
work content
Estimation development of metrics from the database that relates to the work hour content of the
various construction units.
work order
Plant authorization for completing work; synonymous with a job order.
working plane
The available 2-D plane of movement for endpoint selection.
workset
Set of objects (usually a subset of the entire database) used in an interactive change, add, or
delete operation. Membership or lack of membership for any object in a workset does not
necessarily affect the actual stored representation of an object. However, you can change or
delete an object in a workset that also results in a change or deletion of the stored object.
Similarly, when you add a new object (not currently stored) to a workset, the software also adds
the object container.
workspace
Area that represents the portion of the model data needed to perform the intended task and
includes the user modeling settings.
workspace document
Document into which you can extract a portion of the model data for a user task.
Workspace Explorer
Tree or list representation of objects in your workspace.

Systems and Specifications User's Guide 67

Index
database copy • 57
A database management • 57
abstract part • 54 database monitor record • 57
Active Template Library (ATL) • 54 Default Property Values Tab • 44
Air System Sheet • 27 Define allowed specifications • 36
angle • 54 Define Allowed Specifications • 36
approval state • 54 Define Allowed Specifications Dialog Box •
arrangement (accommodation) • 54 37
attribute • 54 Define default property values • 39
axis • 54 degree • 57
Delete a system or part • 40
B Delete an allowed specification • 37
design alternative • 57
basic design • 54
design approval log • 57
bill of material (BOM) • 54
design data auto input • 57
bulkload • 54
design documents • 57
design object • 57
C design progress check • 57
catalog • 55 design review • 57
Catalog database • 55 design service • 57
chain • 55 design standard • 58
change history • 55 detail schedule • 58
change management • 55 distributed systems • 58
change propagation • 55 distribution systems • 58
class • 55 documentation • 58
classification folder • 55 drawing tool • 58
codelist • 55
commodity code • 55 E
commodity item • 55
easting • 58
component • 55
edge • 58
concurrent access • 56
edge distance • 58
Configuration Tab • 50
Edit system properties • 41
consolidated tasks • 56
Edit Systems and Specifications • 39
constraints • 56
equipment catalog • 58
contract • 56
coordinate • 56
coordinate system • 56 F
Create a new pipeline system • 15 fabricate • 58
Create a new system • 15 face-to-face • 58
Create New Systems • 14 fasteners • 58
cutting plane • 56 feature • 59
fence • 59
D field adjustment • 59
flavor • 59
damage records • 56
FO Service System Sheet • 30
data interchange • 56
FO Transfer System Sheet • 29
database • 56
focus of rotation • 59
database backup • 56
full penetration weld • 59
database break and recovery • 56

Systems and Specifications User's Guide 68

 Index

function points • 59 methods • 61

functional block diagram • 59 Modify the system hierarchy • 40
furnishings • 59 move from point • 61
move to point • 62
G MTO neutral file • 62
General Tab • 41
generic specific • 59 N
GUIDs • 59 Navigate the System Hierarchy • 12
New Area System Command • 23
H New Conduit System Command • 16
New Electrical System Command • 16
host location • 60 New Equipment System Command • 16
host server • 60 New Generic System Command • 15
New HVAC System Command • 16
I New Pipeline Dialog Box • 17
Import systems from Excel • 25 New Pipeline System Command • 17
Import Systems Hierarchy from Excel • 24 New Piping System Command • 16
Import Systems Hierarchy from Excel New Structure System Command • 23
Dialog Box • 26 New Unit System Command • 23
ImportData_Sample Workbook • 27 node • 62
initial design • 60 northing • 62
initial structural plan • 60 Notes Tab • 52
instantiation • 60 nozzle • 62
interference checking • 60 nozzle standout • 62
NPD (Nominal Piping Diameter) • 62
J
job order • 60
O
object • 62
occurrence (of part or equipment) • 62
K occurrence property • 62
kinematics analysis • 60 origin • 63
ksi • 60 origin point • 63
orthogonal • 63
L orthographic • 63
leg length analysis • 60
library • 60 P
life cycle database • 60 P&ID • 63
link • 60 package • 63
lintel • 61 painting • 63
load group • 61 parameter • 63
location • 61 part class • 63
logical member • 61 part number • 63
PDS (Plant Design System) • 63
M PinPoint • 63
machinery • 61 Pipeline Tab (New Pipeline Dialog Box) • 17
macro • 61 Pipelines_Sample Workbook • 34
maintenance envelope • 61 Preface • 6
maintenance records • 61 principle of superposition • 64
material analysis • 61 Product Data Management (PDM) System •
material list • 61 64
product structure • 64

Systems and Specifications User's Guide 69

 Index

production planning • 64 V
promotion • 64
version control • 66
vertex • 66
Q viewset • 66
query select sets • 64
W
R weight and CG analysis • 66
reference data • 64 welding • 66
Relationship Tab • 50 What's New in Systems and Specifications •
resource estimation • 64 6
route • 64 wirebody • 66
wizard • 67
S work content • 67
work order • 67
satellite server • 64 working plane • 67
schema • 64 workset • 67
schema update utility • 65 workspace • 67
site • 65 workspace document • 67
site administrator • 65 Workspace Explorer • 67
site setup • 65
sketch and trace • 65
specifications • 65
Specifications Tab • 44
stud • 65
suspended floor • 65
symmetric node • 65
system • 65
System Properties Dialog Box • 41
Systems and Specifications • 7
Systems and Specifications Common Tasks
•9
Systems and Specifications Naming Rules •
13
Systems and Specifications Workflow • 9

T
tag number • 65
target point • 65
TEMPLATE_PIPELINE Sheet • 33, 34
TEMPLATE_SYSTEM_HIERARCHY Sheet
• 31
tolerant geometry • 66
Transfer Ownership Dialog Box • 51
trimmed surface • 66
trunk • 66

U
Understanding the Interface • 10
unit/module modeler • 66
user attributes • 66

Systems and Specifications User's Guide 70