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October 2015
DICAS-PE-200001E
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Contents
Preface .......................................................................................................................................................... 6
Conventions ............................................................................................................................................ 6
Technical Support ................................................................................................................................... 7
What's New in CADWorx Datasheets ................................................................................................... 10
Introduction ................................................................................................................................................ 11
CADWorx Instrument Datasheets ............................................................................................................ 12
Instrument Index Projects ..................................................................................................................... 12
Create a new instrument index ....................................................................................................... 15
Open an existing instrument index ................................................................................................. 15
Define project information .............................................................................................................. 15
Instrument Index Table ......................................................................................................................... 16
Enter tag data ................................................................................................................................. 17
Copy and paste table data ............................................................................................................. 18
Control the display of table columns .............................................................................................. 18
Delete a record ............................................................................................................................... 19
Export instrument tags to a CADWorx P&ID database .................................................................. 19
Tag Datasheets ..................................................................................................................................... 20
Reports .................................................................................................................................................. 22
View the Instrument Index report ................................................................................................... 24
Define revision information for the Instrument Index report ........................................................... 24
View the Controller and Alarm Point Summary report ................................................................... 25
View installation details .................................................................................................................. 25
View the Maintenance report .......................................................................................................... 26
Reference Documents .......................................................................................................................... 27
View reference documents ............................................................................................................. 30
Create a new reference document ................................................................................................. 30
Reference an existing document to a specific tag .......................................................................... 31
CADWorx Equipment Datasheets ............................................................................................................ 32
Equipment List Projects ........................................................................................................................ 32
Create a new equipment list ........................................................................................................... 35
Open an existing equipment list ..................................................................................................... 35
Define project information .............................................................................................................. 35
Equipment List Table ............................................................................................................................ 36
Enter equipment numbers .............................................................................................................. 37
Copy and paste table data ............................................................................................................. 38
Control the display of table columns .............................................................................................. 38
Delete a record ............................................................................................................................... 39
Export equipment numbers to a CADWorx P&ID database ........................................................... 39
Equipment Datasheets .......................................................................................................................... 40
Reports .................................................................................................................................................. 42
View the Equipment List report ...................................................................................................... 44
Contents
Define revision information ............................................................................................................. 44
Reference Documents .......................................................................................................................... 44
View reference documents ............................................................................................................. 48
Create a new reference document ................................................................................................. 49
Reference an existing document .................................................................................................... 50
Customize the Software ............................................................................................................................ 51
Index ........................................................................................................................................................... 53
Preface
This document provides command reference information and workflows for CADWorx
Datasheets.
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).
Intergraph gives you permission to print as many copies of this document as needed for noncommercial use at your company. You cannot print this document for resale or redistribution
outside your company.
Conventions
Before reviewing this guide, it is important to understand the terms and conventions used in the
documentation.
Use the information below to identify the convention and the type of information.
Convention
Type of Information
[Product Folder]
[AutoCAD Folder]
[CD-DRIVE]
Command Line
User Responses
Commands
Options
CAPITALS
Key + Key
Key combinations for which you must press and hold down one
key and then press another, for example, CTRL+P or ALT+F4.
Technical Support
For the latest information on CADWorx Datasheets, visit Intergraph CADWorx and Analysis
Solutions (http://www.coade.com/).
For current on-line support information, including knowledge base, technical tips, and
downloads, visit Intergraph Smart Support (https://smartsupport.intergraph.com).
You can contact Intergraph CAS Technical Support or Sales:
Fax: 281-890-3301
In order to provide technical support, Intergraph CAS needs to know what version of CADWorx,
AutoCAD, and Windows you are using. To determine this information, follow the steps outlined
for the product you are using:
CADWorx Product
Steps
Equipment or PV Fabricator
Internet Publisher
Datasheets
In addition to the information above, the table below lists the additional files that are usually
required to assist Intergraph CAS in resolving your technical issues:
Preface
CADWorx Product
CADWorx Isogen
CADWorx Equipment
PV Fabricator
Preface
CADWorx P&ID or CADWorx IP
CADWorx Steel
CADWorx Datasheets
Preface
CADWorx Design Review
If you are attaching large or multiple files to your eCustomer log, use a compression utility
such as WinZIP.
If you cannot attach your drawing files, then try to duplicate the issue in a new drawing with
as few components as possible. If the issue can be duplicated in a new drawing, attach the
duplicate drawing to Intergraph CAS.
For hardware lock issues, first verify that you have an Intergraph CAS hardware lock.
CADWorx Plant Professional, CADWorx P&ID, CADWorx P&ID Professional, CADWorx
Plant Ductile Iron, and CADWorx Plant Sanitary use the Intergraph CAS hardware lock for
licensing. For more information, see Licensing in the CADWorx Installation Users Guide.
10
SECTION 1
Introduction
The CADWorx Datasheets module is a customizable utility for the generation of instrument and
equipment datasheets. The module can be used standalone or in conjunction with external
databases, such as those linked to CADWorx P&ID Professional projects, to provide bidirectional links for instrumentation and equipment tables. The datasheets are generated using
industry standard (ISO) datasheet templates in Excel formats. The datasheet formats are easily
customizable to suit your specific project requirements.
The documentation delivered with Welcome to CADWorx Datasheets provides complete
information for using the software.
11
SECTION 2
12
13
14
Default properties cannot be deleted, nor can you edit their property names.
To define additional project-specific properties, use the empty row at the bottom of the table.
User-defined project properties can be deleted.
Click Edit > Project Information to re-open the dialog box and modify project information
as needed.
15
1 - Menu Bar
Provides access to such functions as opening projects, editing project information, and viewing
reports and reference documents. Click the name of a menu to display the commands it
contains.
3 - Command Panel
Populate
Populates the index with instrument tags from the P&ID database defined by Default P&ID
Database on the Project Information dialog box.
Import
Imports data from a CADWorx P&ID database into the datasheets.
Export
Exports tag data defined in the index table grid to the CADWorx P&ID database defined by
Default P&ID Database on the Project Information dialog box.
16
4 - Status Bar
Displays the name of the currently selected record and the active project.
Click a cell in the table grid and type the necessary data.
Click Populate to automatically enter tag data from the Default P&ID Database
specified on the Project Information dialog box.
Click Import to import data from a valid CADWorx P&ID database into the table grid.
2. After the data is entered, click Save to write the new data to the active project database.
You must define a value for Tag. All other properties are optional.
You cannot simultaneously update the tag number and a document number that appears in
the PID, Loop Dwg, Requisition, Purchase Order, or Datasheet cells. You must first
modify the tag, save it, and then modify the document number.
When creating a tag, you cannot associate a document number to it. You must first create
the tag, save it, and then associate the document to it.
The Datasheet, PID, Loop Dwg, Requisition, and Purchase Order cells contain lists that
display reference documents. Only those reference documents that have been added to the
All Documents table appear in these lists. For more information, see Reference Documents
(on page 27).
17
18
Click once in the column heading of the column that you want to sort.
The software rearranges the associated data in the remaining columns.
You can sort by any column except Datasheet, PID, Loop Dwg, Requisition, Purchase
Order, and Remarks.
Delete a record
1. In the table grid, select the row that contains the record that you want to remove.
2. Click Delete.
3. Click Yes in the confirmation box.
The software removes the record from the active project database.
The table and columns that the software updates are controlled by the P&ID database
map sheet located in each database template. An example map sheet is shown below.
The DB_Table column indicates the CADWorx P&ID table that needs to be updated. For
instrument datasheets, this table must always be Components-Instruments. DB_Column
indicates the column to be updated. The next three columns, Worksheet, Column, and Row,
show the datasheet and cell that are tied to the particular database table and column.
19
Tag Datasheets
CADWorx delivers over 60 intelligent instrument datasheets. To view the datasheet in the index
for the selected instrument tag, click Documents > Tag's Datasheet. Alternatively, you can
click Datasheet on the CADWorx Instrument Datasheets dialog box.
Data Entry
The datasheet templates provided by the software are designed for user efficiency. Although the
mouse can be used to select an individual cell, you must enter all data using the keyboard.
Check boxes, too, must be selected/cleared using the keyboard. To select a check box, type a
letter, typically the letter X, in the cell over which the check box is superimposed.
In most cases, you can select only one check box. If you select a check box and then select a
different one, the previous check box returns to its cleared state. Also, when you type text in
cells labeled as Other, any previously selected check box is automatically cleared. There are
exceptions to this rule. In instances where the data entered for Other provides additional
information related to the selected check box, both values are allowed on the datasheet. This is
typically the case when specifying frequently used options such as Square Edged.
Saving Changes
To save changes to the datasheet, click Save
on the datasheet toolbar. By default, the
datasheet is saved to the [Product Folder]\Instruments\Datasheets folder. You can change this
default setting by editing Default Datasheet on the Project Information dialog box. For more
information, see Instrument Index Projects (on page 12).
Data Synchronization
Data in the datasheet and the index is synchronized. If you change any cell of data in the
datasheet that is linked to the index and save the change, the data is automatically updated in
the index. Also, any changes made to the data in the index are reflected in the linked datasheet.
20
21
Reports
CADWorx delivers with the four reports listed below, all of which are accessed using the
Reports menu. Reports are written using Crystal Reports and cannot be modified.
Instrument Index
Maintenance Report
When you select a report for viewing, the software displays it in the Report Viewer. Using the
commands on the Report Viewer toolbar you can control how a report looks on the screen.
Go to First Page
Go to Previous Page
Go to Next Page
Go to Last Page
Search Text
Searches the text of the report for a specific word or phrase. This feature allows you to view,
sequentially, every instance where the user-specified text appears in the report.
22
Define revision information for the Instrument Index report (on page 24)
View the Controller and Alarm Point Summary report (on page 25)
23
Tag Number
Loop Number
Service Description
Equip/Line Number
PID Number
Requisition Number
PO Number
Datasheet Number
Location
Remarks
Data displayed in this report is grouped by loop number and is sorted by tag number.
If more than one person is using the same project, click Refresh to update any changes
made by another person.
24
Tag Number
Location
Instrument Type
Signal Type
Process Units
Calibration Units
Data displayed in this report is not grouped but is sorted by tag number.
Tag Number
Service Description
PID Number
Construction Area
Pneumatic Detail
Support Detail
Electrical Detail
Purge Detail
Miscellaneous Detail
Data displayed in this report is not grouped but is sorted by tag number.
25
Tag Number
Service Description
Loop Number
Body Material
Instrument Type
Equipment/Line Number
Location
Construction Area
Electrical Area
Signal Type
Lo Set Point
Lo Lo Set Point
Lo Lo Lo Set Point
Hi Set Point
Hi Hi Set Point
Hi Hi Hi Set Point
Data is not grouped but is sorted by tag number with one tag per page.
26
Reference Documents
Reference documents can be defined for the entire project as well as for specific tags.
Document properties can be viewed and modified at any time, and then saved. You can also
reference new and existing documents to a specific tag.
27
28
29
You can make changes to any of the listed documents. Click Save to save your changes.
Select a document and click Delete to remove it from the project database.
You can make changes to any of the listed documents. Click Save, to save your changes.
To remove a document as a reference, select it and then click Delete. Deleting a reference
impacts only the association between a document and an instrument tag. It does not remove
the document from the project database.
30
31
SECTION 3
32
33
34
Default properties cannot be deleted, nor can you edit their property names.
To define additional information associated with the project, use the empty row at the bottom
of the table. User-defined project properties can be deleted.
Click Edit > Project Information to re-open the dialog box and modify project information
as needed.
35
1 - Menu Bar
Provides access to such functions as opening projects, editing project information, and viewing
reports and reference documents. Click the name of a menu to display the commands it
contains.
2 - Equipment Tabs
Data is entered into the table by selecting the tab that corresponds to the equipment for which
you are entering data. You can only create a new equipment number under its corresponding
equipment type tab. Click All to view all equipment numbers that have been entered into the
equipment list.
4 - Command Panel
Datasheet
Specifies the type of datasheet used for the selected equipment number. Select a datasheet
in the list. For more information, see Equipment Datasheets (on page 40).
36
5 - Status Bar
Displays the name of the currently selected record and the active project.
Click the tab that corresponds to the equipment type for which you want to enter data,
click a cell in the table, and then type the necessary data. In the example below, the
Pumps tab is selected.
Click Import to import data from a valid CADWorx P&ID database into the table grid.
37
You must define a value for EquipNo. All other properties are optional.
You cannot update the equipment number and a document number that appears in the PID,
Loop Dwg, Requisition, Purchase Order, or Datasheet cells simultaneously. You must
first modify the tag, save it, and then modify the document number.
When creating an equipment number, you cannot associate a document number to it. You
must first create the equipment number, save it, and then associate the document to it.
The Datasheet, PID, PFD, Requisition, and Purchase Order cells contain lists that display
reference documents. Only those reference documents that have been added to the All
Documents table appear in these lists. For more information, see Reference Documents (on
page 44).
38
Click once in the column heading of the column that you want to sort.
The software rearranges the associated data in the remaining columns.
You can sort by any column except Datasheet, PID, Loop Dwg, Requisition, Purchase
Order, and Remarks.
Delete a record
1. In the table grid, select the row that contains the record that you want to remove.
2. Click Delete.
3. Click Yes in the confirmation box.
The software removes the record from the active project database.
The table and columns that the software updates are controlled by the P&ID database
map sheet located in each database template. An example map sheet is shown below.
The DB_Table column indicates the CADWorx P&ID table that needs to be updated. For
equipment datasheets, this table must always be Components-Mechanical. Next, DB_Column
indicates the column to be updated. The next three columns, Worksheet, Column, and Row,
show the datasheet and cell that are tied to the particular database table and column.
39
Equipment Datasheets
CADWorx delivers over 20 intelligent equipment datasheets. To view the datasheet for the
selected equipment number in the equipment list, click Documents > <Equipment Number>
Documents > Datasheet. Alternatively, you can click Datasheet at the bottom of the CADWorx
Equipment Datasheets dialog box.
Data Entry
The datasheet templates provided by the software are designed for efficiency. Although the
mouse can be used to select an individual cell, you must enter all data using the keyboard.
Check boxes, too, must be selected/cleared using the keyboard. To select a check box, type a
letter, typically the letter X, in the cell over which the check box is superimposed.
In most cases, you can select only one check box. If you select a check box and then select a
different one, the previous check box returns to its cleared state. Also, when you type text in
cells labeled as Other, any previously selected check box is automatically cleared. There are
exceptions to this rule. In instances where the data entered for Other provides additional
information related to the selected check box, both values are allowed on the datasheet.
Saving Changes
To save changes to the datasheet, click Save
on the datasheet toolbar. By default the
datasheet is saved to the [Product Folder]\Equipment\Datasheets folder. You can change this
default setting by editing Default Datasheet on the Project Information dialog box. For more
information, see Equipment List Projects (on page 32).
Data Synchronization
Data in the datasheet and the equipment list is synchronized. If you change any cell of data in
the datasheet that is linked to the list, the equipment list is updated automatically when you save
the change. Also, any changes made to the data in the equipment list are reflected in the linked
datasheet.
40
41
Reports
CADWorx delivers a default Equipment List report, which is accessed using the Reports menu.
The report is written using Crystal Reports and cannot be modified.
When you open the Equipment List report, the software displays it in the Report Viewer. Using
the commands on the Report Viewer toolbar you can control how the report looks on the
screen.
42
Go to First Page
Go to Previous Page
Go to Next Page
Go to Last Page
Search Text
Searches the text of the report for a specific word or phrase. This feature allows you to view,
sequentially, every instance where the user-specified text appears in the report.
43
Name/Service
PFD Number
PID Number
Design Conditions
Capacity/Duty/Etc
Mat'l of Construction
Dimensions
Spec Number
Orientation
PO Number
Remarks
If more than one person is using the same project, click Refresh to update any changes
made by another project member.
Reference Documents
Reference documents can be defined for the entire project as well as for a single equipment
number. Document properties can be viewed and modified at any time, and then saved. You
can also associate new and existing documents to a specific equipment number.
44
45
46
47
You can make changes to any of the listed documents. Click Save, to save your changes.
If you change a document number of a document that has already been associated to an
equipment number, the equipment number information in the list is updated to reflect the
change.
Select a document and click Delete to remove it from the project database.
On the CADWorx Equipment Datasheets dialog box, click in an EquipNo cell to select an
equipment number.
Click Document > <Equipment Number> > Documents and then select a document type.
The software opens the Document Management for Tag <ID> dialog box and displays the
documents that have been referenced to the selected tag.
You can make changes to any of the listed documents. Click Save, to save your changes.
To remove a document as a reference, select it and then click Delete. Deleting a reference
only impacts the association between a document and an equipment number. It does not
remove the document from the project database.
48
49
50
SECTION 4
In the DatasheetType table, add the new datasheet entry (template). Do not enter the
Field list in this table. The Field list is propagated into this table after you have added it
to the DtShtWorksheet table.
In the DtShtWorksheet table, add the Field list. Use the existing template entry as an
example.
A copy of each new template must be placed in the Templates folder and must have a
unique custom property value. You can type custom property on the Custom tab of the
51
52
Index
C
CADWorx Equipment Datasheets 32
CADWorx Instrument Datasheets 12
Control the display of table columns 18, 38
Conventions 6
Copy and paste table data 18, 38
Create a new equipment list 35
Create a new instrument index 15
Create a new reference document 30, 49
Customize the Software 51
D
Define project information 15, 35
Define revision information 44
Define revision information for the
Instrument Index report 24
Delete a record 19, 39
T
Tag Datasheets 20
Technical Support 7
V
View installation details 25
View reference documents 30, 48
View the Controller and Alarm Point
Summary report 25
View the Equipment List report 44
View the Instrument Index report 24
View the Maintenance report 26
W
What's New in CADWorx Datasheets 10
I
Instrument Index Projects 12
Instrument Index Table 16
Introduction 11
O
Open an existing equipment list 35
Open an existing instrument index 15
P
Preface 6
R
Reference an existing document 50
53