99323131-plantmo-user-manuali (1)
DESCRIPTION
plantmoTRANSCRIPT
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5/21/2018 99323131-PLANTMO-User-Manuali (1)
1/46
PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage1of46
TableofContentsLicenseAgreement...............................................................................................................................................................2
Introduction..........................................................................................................................................................................4
Installation
............................................................................................................................................................................
5
StandAloneandNetworkInstallation...........................................................................................................................5
DemoProject........................................................................................................................................................................9
HaspLicensingSystem..........................................................................................................................................................9
StandAloneorLeasingInstallation...............................................................................................................................9
NetworkInstallation......................................................................................................................................................9
HASPStatus.................................................................................................................................................................10
HASPNetworkConfiguration......................................................................................................................................11
GettingStarted...................................................................................................................................................................12
Section1ProjectCreation...............................................................................................................................................12
CreateaNewAccessProject.......................................................................................................................................13
ImportaProject...........................................................................................................................................................14
Section2PLANTMOMENU..............................................................................................................................................14
Section2
Open
Project..................................................................................................................................................
15
Section3MeasurementSystem......................................................................................................................................16
Section4Grids.................................................................................................................................................................17
Section5GridControls....................................................................................................................................................17
PipingBOMGridSpecialFeatures...............................................................................................................................21
Section6GridManager...................................................................................................................................................22
GridManagerCustomGridSelection.......................................................................................................................23
GridManagerSave...................................................................................................................................................23
GridManagerOptions..............................................................................................................................................23
GridManagerDatabaseFields.................................................................................................................................24
GridManagerAdditionalFields:ExistingandRating................................................................................................24
Section7PipingandP&IDLineDiscrepancyReport........................................................................................................24
Excel
Line
List
Discrepancy
Report
..............................................................................................................................
26
P&IDDatabase.............................................................................................................................................................26
Section8PartsCatalog....................................................................................................................................................28
Configuration...............................................................................................................................................................28
Import..........................................................................................................................................................................32
UpdatePricing.............................................................................................................................................................33
UpdateDB_CODES(PartNumbers).............................................................................................................................33
Section9RequisitionCatalog..........................................................................................................................................36
Configuration...............................................................................................................................................................36
Overview......................................................................................................................................................................40
PipingMaterialTakeOffs............................................................................................................................................42
DiscrepancyReport.....................................................................................................................................................43
Parts(Pricing)Catalog.................................................................................................................................................43
Section10
Specials
...........................................................................................................................................................
45
ModelsList..................................................................................................................................................................45
LineList........................................................................................................................................................................45
TagList.........................................................................................................................................................................45
Queries........................................................................................................................................................................45
BoltQuantities.............................................................................................................................................................46
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage2of46
LicenseAgreement
Licensor:ECESolutions,LLC.703WheelingRoad,MountProspect,IL60056
ACCEPTANCEOFTERMSOFAGREEMENTBYTHEUSERYOUSHOULDCAREFULLYREADTHEFOLLOWINGTERMSAND
CONDITIONSBEFORE
USING
THIS
PROGRAM.
USING
THIS
PROGRAM
INDICATES
YOUR
ACCEPTANCE
OF
THESE
TERMS
ANDCONDITIONS.
Theenclosedproprietaryencodedmaterials,hereinafterreferredtoastheLicensedProgram(s),arethepropertyof
ECESolutionsLLC,hereinafterreferredtoasECE,andareprovidedtoyouunderthetermsandconditionsofthis
LicenseAgreement.YouassumeresponsibilityfortheselectionoftheappropriateLicensedProgram(s)toachievethe
intendedresults,andfortheinstallation,use,andresultsobtainedfromtheselectedLicensedProgram(s).
License GrantInreturnforthepaymentofthelicensefeeassociatedwiththeacquisitionoftheLicensedProgram(s)fromECE,ECE
herebygrantsyouthefollowingnonexclusiverightswithregardtotheLicensedProgram(s):
1.UseoftheLicensedProgram(s)ononemachine.
2.TotransfertheLicensedProgram(s)andlicenseittoathirdpartyifthethirdpartyacknowledgesinwritingits
agreementtoaccepttheLicensedProgram(s)underthetermsandconditionsofthisLicenseAgreement;ifyoutransfer
theLicensed
Program(s),
you
must
at
the
same
time
either
transfer
all
copies
whether
printed
or
in
machine
readable
formtothesamepartyordestroyanycopiesnotsotransferred;therequirementtotransferand/ordestroycopiesof
theLicensedProgram(s)containedormergedintootherprograms.
YouagreetoreproduceandincludethecopyrightnoticeasitappearsontheLicensedProgram(s)onanycopy,
modification,mergedportionoftheLicensedProgram(s).
THELICENSEDOESNOTGIVEYOUANYRIGHTTOUSE,MODIFY,ORTRANSFERTHELICENSEDPROGRAM(S)ORANY
COPY,MODIFICATION,ORMERGEDPORTIONTHEREOF,INWHOLEORINPART,EXCEPTASEXPRESSLYPROVIDEDIN
THISLICENSEDAGREEMENT.
IFYOUTRANSFERPOSSESSIONOFANYCOPY,MODIFICATION,ORMERGEDPORTIONOFTHELICENSEDPROGRAM(S)
TOANOTHERPARTY,THELICENSEGRANTEDHEREUNDERTOYOUISAUTOMATICALLYTERMINATED.
TermThisLicenseAgreementiseffectiveuponacceptanceanduseoftheLicensedProgram(s)untilterminatedin
accordancewith
the
terms
of
this
License
Agreement.
You
may
terminate
the
License
Agreement
at
any
time
by
destroyingtheLicensedProgram(s)togetherwithallcopies,modifications,andmergedportionsthereofinanyform.
ThisLicenseAgreementwillalsoterminateuponconditionssetforthelsewhereinthisAgreementorautomaticallyin
theeventyoufailtocomplywithanytermorconditionofthisLicenseAgreement.Youherebyagreeuponsuch
terminationtodestroytheLicensedProgram(s)togetherwithallcopies,modifications,andmergedportionsthereofin
anyform.
Limited WarrantyTheLicensedProgram(s),i.e.thetangibleproprietarysoftware,isprovided,"ASIS"WITHOUTWARRANTYOFANY
KIND,EITHEREXPRESSEDORIMPLIEDANDEXPLICITLYEXCLUDINGANYIMPLIEDWARRANTIESOFMERCHANTABILITY
ORFITNESSFORAPARTICULARPURPOSE.TheentireriskastothequalityandperformanceoftheLicensedProgram(s)
iswithyou.
Somejurisdictionsdonotallowtheexclusionoflimitedwarranties,and,inthosejurisdictionstheaboveexclusionsmay
notapply.
This
Limited
Warranty
gives
you
specific
legal
rights,
and
you
may
also
have
other
rights
which
vary
from
one
jurisdictiontoanother.
ECEdoesnotwarrantthatthefunctionscontainedintheLicensedProgram(s)willmeetyourrequirementsorthatthe
operationoftheprogramwillbeuninterruptedorerrorfree.
ECEdoeswarrant,however,thattheCDROM,i.e.thetangiblephysicalmediumonwhichtheLicensedProgram(s)is
furnished,tobefreefromdefectsinmaterialsandworkmanshipundernormaluseforaperiodofninety(90)days
fromthedateofdeliverytoyouasevidencedbyacopyofyourreceipt.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage3of46
ECEwarrantsthatanyprogramerrorswillbefixedbyECE,atECE'sexpense,assoonaspossibleaftertheproblemis
reportedandverified.However,onlythosecustomerscurrentontheirannualsubscriptioncontractsareeligibleto
receivethecorrectedversionoftheprogram.
Entire AgreementThiswrittenAgreementconstitutestheentireagreementbetweenthepartiesconcerningtheLicensedProgram(s).Noagent,distributor,salesman,orotherpersonactingorrepresentingthemselvestoactonbehalfofECEhasthe
authoritytomodifyorsupplementthelimitedwarrantcontainedherein,noranyoftheotherspecificprovisionsofthis
Agreement,andnosuchmodificationsorsupplementsshallbeeffectiveunlessagreedtoinwritingbyanofficerofECE
havingauthoritytoactonbehalfofECEinthisregard.
Limitations of RemediesECE'sentireliabilityandyourexclusiveremedyshallbe:
1.ThereplacementofanyCDROMnotmeetingECE's"LimitedWarranty"asdefinedhereinandwhichisreturnedto
ECEwithacopyofyourreceipt,or
2.IfECEisunabletodeliverareplacementCDROMwhichisfreeofdefectsinmaterialsorworkmanshipyoumay
terminatethisLicenseAgreementbyreturningtheLicensedProgram(s)andassociateddocumentationandyouwillbe
refundedall
the
monies
paid
to
ECE
to
acquire
the
Licensed
Program(s).
INNOEVENTWILLECEBELIABLETOYOUFORANYDAMAGES,INCLUDINGANYLOSTPROFITS,LOSTSAVINGS,AND
OTHERINCIDENTALORCONSEQUENTIALDAMAGESARISINGOUTOFTHEUSEORINABILITYTOUSETHELICENSED
PROGRAM(S)EVENIFECEHASBEENADVISEDOFTHEPOSSIBILITYOFSUCHDAMAGES,ORFORANYCLAIMBYANY
OTHERPARTY.
SOMEJURISDICTIONSDONOTPERMITLIMITATIONOREXCLUSIONOFLIABILITYFORINCIDENTALAND
CONSEQUENTIALDAMAGESSOTHATTHEABOVELIMITATIONANDEXCLUSIONMAYNOTAPPLYINTHOSE
JURISDICTIONS.FURTHERMORE,ECEDOESNOTPURPORTTODISCLAIMANYLIABILITYFORPERSONALINJURYCAUSED
BYDEFECTSINTHECDROMOROTHERPRODUCTSPROVIDEDBYECEPURSUANTTOTHISLICENSEAGREEMENT.
GeneralYoumaynotsublicense,assignortransferyourrightsunderthisLicenseAgreementortheLicensedProgram(s)except
asexpresslyprovidedintheLicenseAgreement.Anyattemptotherwisetosublicense,assignortransferanyofthe
rights,duties
or
obligations
hereunder
is
void
and
constitutes
abreach
of
this
License
Agreement
giving
ECE
the
right
to
terminateasspecifiedherein.ThisAgreementisgovernedbythelawsoftheStateofIllinois,UnitedStatesofAmerica.
Theinitiallicensefeeincludesone(1)yearofsupport,maintenance,andenhancementstotheprogram.Afterthefirst
1yearterm,suchupdatesandsupportareoptionalatthethencurrentupdatefee.
QuestionsconcerningthisLicenseAgreementandallnoticeshereinshallbemadebycontactingECEinwritingatECE,
703WheelingRd.,MountProspect,IL60056.
Export RestrictionsYouacknowledgetheSoftwareissubjecttoU.S.exportjurisdiction.Youagreetocomplywithallapplicable
internationalandnationallawsthatapplytotheSoftware,includingtheU.S.ExportAdministrationRegulations,aswell
asenduser,enduse,anddestinationrestrictionsissuedbyU.S.andothergovernments.Foradditionalinformationsee
http://www.bis.doc.gov.
TrademarksCADWorxaretrademarksofCOADE. AutoCADaretrademarksofAutodesk.Windows,Access,SQLServer,Excel,Word
aretrademarksofMicrosoftCorporation.Othertrademarksarethepropertyoftheirrespectiveowners.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage4of46
Introduction
PLANTMOisasoftwareapplicationanyonecanusetoleverageanIntergraphCADWorxPLANT
database
for
project
needs.
It
has
utilities
that
enable:
ViewingandExtractingMaterialTakeoffs PLANTMO has a Grid Manager to completely controlhow component data is displayed. Users can customize views to meet their viewing and extractionrequirements. Excel style filters are available so users can reduce the selection set to their exactingneeds before exporting to Excel.
o Individual Item Listingo Automatically totals Item requirementso Automatically totals Pipe requirementso Automatically totals by Line Number, SPEC, etc
ReportingDesignQualityandStatus PLANTMOprovidesarealtimeassessmentof3D
modelingstatusandqualityagainstassociatedP&IDdrawingsusingtheP&IDdatabaseor
anExcel
Line
List.
CostingProjectsRealtimewithDesign PLANTMOmonitorsprojectcostrealtimeby
trackingcomponentpricinginaGlobalPricingCatalog. Thepricingcatalogeasilyimports
ExcelspreadsheetscreatedbyanyEnterpriseResourcePlanning(ERP)system,orsupplied
bymaterialvendors.PLANTMOwillupdatethepricingofeveryiteminaCADWorxmodel
anddisplaytotalsonanyMaterialTakeOff.
UpdatingCADWorxPartNumbers PLANTMOenablesPartNumber(DB_CODE)updatesin
theModelbasedonaLongDescriptionorLongDescription/SizeMatch. Thisfunctionality
negatestheneedtomaintainPartNumbersinseparate(db.dat)textfiles. Nowitis
possibleto
automatically
update
apart
number
based
upon
amanufacturer,
vendor,
or
enterprisesystemchangeforanycomponent.
RequisitioningMaterialsPreDesign PLANTMOcreatesandstoresmaterialrequisitions
thatcanbeusedtohelpgetmaterialspurchasedbeforeanyCADDesignbegins.
RequisitionManagement PLANTMOprovidesawayforprojectmanagersandengineersto
createandotherwisetrackrequisitionsagainstprojects. Atanypointduringaproject
PLANTMOwillcomparewhathasbeenrequisitionedagainstwhatisrequiredaccordingto
CADWorxModels. ThisdiscrepancyreportingsystemprovidestheMaterialControls
necessaryduringanentireprojectlifecycle.
Basically,
PLANTMO
allows
you
to
get
more
out
of
your
intelligent
Plant
Drawings.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage5of46
Installation
StandAloneandNetworkInstallation
Downloadthe
Application
from
www.ecedesign.com
or
insert
the
media
where
the
PLANTMO_Setup.exeexists. BrowsetothePLANTMO_Setup.exefilelocationandstartthe
installationbydoubleclickinginthefile. Followthesetupdialogboxes.
CautionEnsurethatallotherapplicationsareshutdownespeciallythosethatemploytheHASP
protectionsystemlikeCADWorx.
STEP1 ThePLANTMOWelcomeScreenwillbeshownasfollows.ClickNEXTtocontinue.
STEP2 AcceptLicensingAgreementonthescreenbelow.Theusermustreadandacceptby
clickingintheradiobutton.ClickNEXTtocontinue.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage6of46
STEP3 Installation/DestinationLocation. ThedefaultlocationisC:\ProgramFiles\ECESolutions.
ThisisthesamelocationasPIDMOandwillnotcauseanyconflicts. Ifadifferentlocation
isdesired
then
use
the
BROWSE
button.
Click
NEXT
to
continue.
STEP4 StartMenuLocation. ThedefaultlocationintheStartMenuisECESolutions. Ifa
differentlocationisdesiredthenusetheBROWSEbutton. ClickNEXTtocontinue.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage7of46
STEP5 Confirmation. ClickNEXTtocontinue.
STEP6 Installation. Thescreenbelowdepictstheinstallationofthefiles.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage8of46
STEP7 Completion. ThefollowingscreendepictsthesuccessfulinstallationofPLANTMO. Click
Finishtocontinue.
STEP8 TheinstallationoftheHASPProtectionSystemandEvaluationLicensewillstart
immediately. ThisisthesamesystemusedbyCADWorx. TheHASPruntimedriverswillbe
updatedtothelatestversionbyHASP.
STEP9 ThefollowingscreenwillappearwhiletheHASPSystemisbeinginstalled.
STEP10 Oncecomplete,acknowledgetheHASPsysteminstallationbyclickingtheOKbuttonon
thefollowingscreen.
NoteIftheoperationdoesnotcompletesuccessfullythenpleasecontactusat
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage9of46
Demo
Project
AfullyfunctionalDemoProjectisinstalledwithPLANTMOandcanbeusedwithPLANTMOunder
C:\PLANTMO\CADWorx\PID.
The
Demo
Project
contains
the
following:
CADWorxP&IDprojectwithallthesupportfilesandacoupledrawings
CADWorxPlantlibraryfiles,SPECfilesandacoupleModels
ISOGENDirectoriesandaStyleSheetforPLANTMOCAD
Hasp
Licensing
System
PLANTMOemploysthesameHASPKeytechnologyasdoesCADWorx. TherearethreeKeysinthe
PLANTMOSystem. ThePURPLEKeyisforStandAloneLicensing. TheREDKeyisforNetwork
Licensing. TheBLACKKeyisforleasing.
StandAlone
or
Leasing
Installation
InstallPLANTMO.
InsertthePURPLEorBLACKStandAloneHASPKeyintoanyavailableUSBPortonthecomputer.
TheHASPkeywillberecognizedandPLANTMOwillbeauthorizedtorun.
NetworkInstallation
InstallPLANTMOononeoftheNetworkStations.
BrowsetotheC:\ProgramFiles\ECESolutionsFolder.
Note C:\ProgramFiles\ECESolutionsisthedefaultinstallationfolder.
Copythelmsetup.exetotheWindowsServerthatwillhousetheREDNetworkHASPkey.
Oncelmsetup.exeisinstalled,inserttheREDkeyintotheserver. TheHASPkeywillberecognized
andPLANTMOCADwillbeauthorizedtorunviathenetwork.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage10of46
HASPStatus
Licensingcanbecheckedbyanyworkstationonthenetworkusingthefollowinglink:
http://localhost:1947/_int_/ACC_help_index.html
AshortcuttothelinkisinstalledwithPIDMOintheStartMenuunderECESolutions. Thislinkis
totheAladdinHASPLicenseManagerAdminControlCenterandcontrolsandmonitorstheHASP
Keylicensing. BelowisascreenshotoftheAdminControlCenterinInternetExplorer.
UsingthelefthandMenubar,thestatusofallHASPKeyscanbemonitored. Thebelowscreen
shotdisplaysthecurrentkeysconnectedtothesystem. TheHASPSLkeyrepresentsanEvaluation
keyandtheREDHaspKeyrepresentsaNetworkKeywith2Licensesavailable.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage11of46
HASPNetworkConfiguration
ConfigurationoftheWorkstationisvirtuallyseamlessandWorkstationwillbeabletoautomatically
findtheserver. IncircumstanceswheretheServerandWorkstationareoncompletelydifferent
subnets,the
Aladdin
HASP
License
Manager
Admin
Control
Center
must
be
configured
on
the
workstationtopointtotheServerasfollows:
JustplacetheIPAddressoftheServerintheSearchParametersandletthelicensingsystemhandle
therest. ThisVersionoftheHASPsoftwarenegatestheneedoftheNETHASP.INIfileconfiguration.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage12of46
Getting
Started
PLANTMOisastandaloneapplicationthatprovidesadditionalfunctionalityforCADandNonCAD
users.
An
import
feature
allows
PLANTMO
to
connect
to
any
existing
CADWorx
PLANT
or
CADWorx
Steelproject. Further,PLANTMOcanbeusedtocreateallfuturePLANTprojectsbyleveraginga
seedprojectfolderdatabaseandstructure.
PLANTMOincludesthefollowingfunctionality:
AviewdirectlyintotheCADWorxPlantandSteeldatabasesfromtheCAD
Environment.
AUtilityfordiscrepancyreportingbetweentheP&IDandPipingModelLines
AUtilitytomanagepricing
AUtilityformaintainingPartNumberswithalinkbacktoanERPorPurchasing
System.
AUtilityformanagingrequisitionsattheprojectlevel.
Note PLANTMOiscurrentlyisusablewithACCESSorSQL.
Section1ProjectCreation
BeforeusingPLANTMO,aprojectmustexist. Thereare3waystocreateaPLANTMOprojectas
follows:
1. Createanewproject(AccessDatabaseProjectsOnly)
2. ImportaLegacyProject(AccessDatabaseProjectsOnly)
3. CreateanewProjectinCADWorxandmodifymanually. ([email protected]
assistanceinthismethodology.)
Note ECEcansupportothermethodsifrequiredbutthesearemanuallyintensive.
Note TheDemoProjectcanbeusedtoduringthiswalkthrough.
WarningBack
Up
your
Legacy
Projects
before
importing.
Importing
Access
Legacy
Projects
can
sometimesfailduetothemanydifferentstatesoftheexistingAccessDatabase. In
situationswhereaproblemoccurs,theoriginaldatabasewillnotbemodified. Please
contactECEimmediatelyforsupportinupgradingtheprojectforusewithPLANTMO.
PLANTMOhasawizardforeachautomatedoptionasshownbelow:
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage13of46
CreateaNewAccessProject
TheCreate
Access
Project
wizard
will
establish
anew
project
in
auser
defined
storage
location.
ThisnewprojectwillbebasedupontheUserDefinedPLANTMOSeeddatabase. Simplyselecta
newfolderlocationtocreateanewproject. IfanewPLANTMOSeeddatabaseisrequiredthen
clickovertothePLANTMOSEEDDatabasetabandselect.
.
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage14of46
ImportaProject
TheImport
Legacy
Access
Project
wizard
will
establish
anew
project
folder
in
auser
defined
storagelocationbaseduponaLegacyintelligentCADWorxprojectdatabase. Alongwiththe
LegacyDatabase,allfilesandfoldersrequiredbyPLANTMOwillbecreated. Allexistingdrawing
filesandfoldersrelativetotheLegacydatabasemustbemanuallycopiedthroughWindows
ExplorerintothenewProjectFolder. Simplyfollowthewizardstepstocreateanewprojectbased
uponanexistingdatabaseandthencopyintherequireddrawingfiles.
Note
PLANTMOwillbemodifyingthenewdatabasetoensurealltherequiredtablesand
fieldsexist. Inaddition,PLANTMOwilladdalltherequiredfoldersandpopulatethem
withtemplatesfromtheSeeddatabase. AnyexistingExceltemplates,AutoCAD
drawings
or
any
other
files
will
have
to
be
moved
or
copied
into
the
new
project
foldersaftercreatingitinordertomakethemavailableforuse.
Section2PLANTMOMENU
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage15of46
UsingtheApplicationMenu,theusercaninitiatethefollowingtasks:
OpenAccessProject Onselection,theuserwillbepromptedtoselectanIntergraph
CADWorxPLANT
Access
database.
OpenSQLProject Onselection,theuserwillbepromptedtoselectanIntergraph
CADWorxPLANTSQLdatabase.
OpenSQLSchemaProject Onselection,theuserwillbepromptedtoselectanIntergraph
CADWorxPLANTSQLdatabase.
CloseProjectClosesthecurrentlyopenproject.
Create/ImportAccessProject
o CreateaNewAccessProject. ThisProjectisbasedontheSeedDatabaseandcanbe
modifiedtosuiteachcustomersrequirements.
o ImportLegacyAccessProject ThisimportsanexistingIntergraphCADWorxPLANT
database.
The
only
change
applied
to
the
database
is
to
add
a
cost
field
to
the
PIPE
table. ThisallowsPLANTMOtotrackprojectcosts.
ConfigurePartsCatalogThisallowstheusertopointtowardsaGlobalPartsCatalog.
ConfigureRequisitionCatalogThisallowstheusertopointtowardsaGlobalRequisitions
Catalog.
ImportGridConfigurationImportsapreviouslyexportedGridConfigurationfile.
ExportGridConfigurationExportsthecurrentGridConfigurationfile.
Section
2
Open
Project
Usethe
Open
Access
Project
to
select
aCADWorx
PLANT
Database.
CautionOpeninganExistingCADWorxDatabasewithoutusingtheImportLegacyProject
firstmayresultinunexpectedbehavior.
NoteAdemoprojecthasbeenpreloadedonthemachineatC:\PLANTMO\CADWorx\PID.
Thisdemocanbeusedtofacilitateanevaluationofthesoftware.
Onceavaliddatabaseisopenedthefollowingscreenwillappear:
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage16of46
PLANTMOisnowconnectedtotheIntergraphCADWorxPLANTdatabaseandtheMeasurement
SystemandGridsmustbesetup. ThedefaultmeasurementsystemisImperial. ThedefaultGrid
displaystheID_COUNTfieldonly.
UsingtheGridManager,tencustomgridscanbesetupforeverytab:
PipingBOM
PipingMTOs
PipingMTOwithDrawingFilter
PipingMTOwithLineFilter
SteelBOM
SteelMTOs
NoteIn
order
to
delete
and/or
edit
rows
in
the
Piping
BOM
Grid,
The
UNIQUE_ID
field
or
ID_COUNTandDWG_NAMEfieldsis/arerequired. Seebelowforeditingfunctionality.
Section
3
Measurement
System
Themeasurementsystemisalwaysdrivenfromthedrawingenvironment.Changingthe
measurementsystemselectioninPLANTMOdoesnothingmorethaninformPLANTMOwhat
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PLANTMO
USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage17of46
measurementsystemisinforcefortheopenproject. Selectthemeasurementsystemusedby
theprojectbypressingtheImperialorMetricbuttonsasshownbelow.
Section
4
Grids
ThefollowingarethecurrentlyavailableGridsinPLANTMOandaccessedthroughthetabsbelow
theRibbon:
PipingBOM ThisGridcontainsthecurrentinformationinthePIPETable. ThePIPETable
housesthe
latest
CADWorx
PLANT
information.
PipingMTOs ThisGridcontainsaMaterialTakeofforRollupofthePIPETable.
PipingMTOwithDrawingFilter ThisGridcontainsaMaterialTakeofforRollupofthePIPE
TablewithanoverallDrawingFilter.
PipingMTOwithLineFilter ThisGridcontainsaMaterialTakeofforRollupofthePIPE
TablewithanoverallLineFilter.
SteelBOM ThisGridcontainsthecurrentinformationintheSTEELTable. TheSTEELTable
housesthelatestCADWorxPLANTinformation.
SteelMTOs ThisGridcontainsaMaterialTakeofforRollupoftheSTEELTable.
EachGrid
can
be
set
up
with
10
Custom
Views.
Each
Grid
has
specific
controls
and
functionality
as
notedinthenextsection.
Section
5
Grid
Controls
EachGridhasthefollowingcontrols:
RefreshAtanytime,theRefreshcanbepressedtogatherupthelatestinformation
addedtothedatabasethroughthedrawingenvironment.
SortingByclickingonthecenterofthetopofacolumn,theGridwillsortallrowsbythat
column.
Column
Filtering
By
hovering
over
the
right
of
the
top
of
a
column,
the
Grid
will
display
a
dropdownforthatcolumn.
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o Whenpressed,thedropdowndisplaysapowerfulexcelstylefilteringcapabilityas
shownbelow:
o Bycheckinganduncheckingthevariousitems,theuserisabletofiltertheGridtosee
onlythe
desired
items.
o ApowerfulTextFilterisavailableusingthedropdownatthebottomoftheFilterbox.
ItemCountEachGridTotalthenumberofitemscurrentlydisplayedintheGridand
displaysitinthebottomrightontheGridStatusBar.
OverallFilterEachGridhasanoverallfiltersetupintheGridManager(
Section6GridManager). Thecurrentoverallfiltersettingcanbedisplayedusingthefilter
buttonontheStatusBarbelowthegridasshownbelow. OnlyActiveFiltersettingswillbe
displayed.
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ExportGridEveryGridcanbeexportedusingavarietyoffunctions:
o QuickReportSelectingQuickReportwillbringupadialogboxtochoosea
predefinedtemplate. Selectedatemplate,adestinationfolderandstartroware
allthatisrequired.
o ExporttoExcelSelectingtheExportGrid(xlsx) willexportallrowsinthe
Grid
Filtered
and
Unfiltered.
The
Filtered
Rows
will
appear
invisible
in
Excel
butthedatawillbepresent.
o ExporttoExcelFilteredSelectingtheExportFilteredGrid(xlsx)willexport
justthevisibleorUnFilteredRowsintheGrid.
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o ExporttoDBFThereisanOptionsScreenaswellastheactualExport.
ExportGridSelectingtheExportGrid(dbf)buttonwillproducea
DBFoutputfile
OptionsSelectingtheDBFOutputOptionswillbringupthe
followingdialog. ThedialogallowstheusertoMAP/SETtheoutputted
DBFColumnHeaders. Inaddition,theusercanputinaPathforthe
Modelsthatwillbeaddedtothemodelnameinthedrawingcolumn.
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SaveCustomGridFiltersTheUsercansavetheCurrentGridFiltersforeachofthe10
CustomGridViews. OncetheGridisFilteredasdesired,theSaveGridFilterButtonis
pressed. IfaNewCustomGridisloadedthentheCustomFilterforthatGridViewisloaded.
TheVisual
Indication
that
acustom
Grid
Filter
is
set
is
the
change
in
ICON
color.
Note SavingtheGridFilterwithnoFilterssetremovestheCustomGridFilter.
ClearGridFiltersPresstheClearGridFiltersbuttontoclearthecurrentGridFilters. Itwill
notcleartheSavedFilters. ToClearthesavedfilterstheUsermustresavetheGridFilters
withnoneset(oraftertheyhavebeencleared).
PipingBOMGridSpecialFeatures
ThePipingBOMGridhassomeadditionalfeaturesincludingthefollowing:
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RowDeletion(PipingBOMGridOnly)UsingtheDeleteSelectedRowsbuttonlocated
beneaththeGridontheStatusBar,theUserisabletodeleterowsintheCADWorxPLANT
database. Possibleusesinclude:
o DeletedDrawings
Deleted
Models
do
not
get
automatically
removed
from
the
database. ByfilteringtheGridbyDWG_NAME,theUseriscaneasilydeletethe
drawingentriesinthedatabase.
o DrawingNameChangesDrawingnamechangesdonotgetautomaticallyremoved
fromthedatabase. ByfilteringtheGridbyDWG_NAME,theUseriscaneasily
deletethedrawingentriesinthedatabase.
EditingQuickeditsinthePipingBOMGridarepossible. Theuserisabletoeditthe
followingfieldsinthePipingBOM:
o ShortDescriptionSHORT_DESC
o LongDescriptionLONG_DESC
o
Size
ALPHA_SIZE
o SizeALPHA_SIZE
o CostCOST_
o PartNumberDB_CODE
o LineNumberLINE_NUM
o WeightWEIGHT
o TagTAG
Cut,CopyandPasteFunctionalityThesefunctionsareavailablewhileineditmodeusing
thestandkeyboardfunction(Copy/Ctrlc,Cut/Ctrlx,orPaste/Ctrlv)ortherightclickmenu.
Note
Inordertodeleteand/oreditrowsinthePipingBOMGrid,TheUNIQUE_IDfieldor
ID_COUNTand
DWG_NAME
fields
is/are
required.
See
below
for
editing
functionality.
Section6GridManager
TheGridManagerisavailableforeveryGrid. PressingtheGridManageraboveaGridwillbringup
thegridmanagerforthespecificgrid.
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Oncepressed,theGridManagerfortheshownGridwilldisplayasfollow:
GridManager
Custom
Grid
Selection
UsingtheDropDownListintheRibbon,theusercanselectanyof10CustomGrids. Theusercan
thenselectanyoftheoptions,enteracustomPositionNameandchoosetherequiredfieldsto
display.
GridManagerSave
OnceaCustomGridissetup,theusercanSavetheConfiguration. AllCustomGridsaresavedto
theUsersProfileandcanbeexportedandimportedfromthemainPLANTMOMenu.
GridManagerOptions
TheGridManagerdisplaysthefollowingOptioncheckboxes:
ExcludeFabricationItems
IncludeExistingComponents
IncludeIsometricStartSigns
IncludeIsometricStopSigns
IncludeWelds
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IncludeErectionItems
IncludeGenericAttachItems
Theappropriate
options
are
selected
by
the
user
and
immediately
become
active
for
the
respective
grid.
Note OntheMaterialTakeoffGrid,theOptionsapplytoalloftheselectableGrids.
GridManagerDatabaseFields
Inadditiontotheaboveoptions,theUserisprovidedwithalistofDatabaseTablefieldsandalist
ofCurrentlySelectFields. TheUsercanmovethefieldsfrom/totheSelectedFieldslistusingthe
associatedleftandrightarrows. TheUserisabletocontrolthefieldpositionintheGridbyusing
the
associated
up
and
down
arrows.
UponclosingtheGridManager,therespectiveGridwillberefreshedautomatically.
GridManagerAdditionalFields:ExistingandRating
Inadditiontotheaboveoptions,thePipingBOMGridUserisprovidedwiththeoptiontoaddan
ExistingFieldandRatingFieldtotheGrid.
ExistingWhenselected,PLANTMOreviewsthestatusofeachComponentrowintheGrid
asdefinedandmakesiteitherExistingorProposed.
RatingWhenselected,PLANTMOreviewsthelongdescriptionofeachComponentand
identifiestheRatingbylookingforLBor#inthelongdescription.
Section
7
Piping
and
P&ID
Line
Discrepancy
Report
PLANTMOhastheabilitytoprovideaLinediscrepancyreportbetweenthePipingBOMaP&IDLine
List. Thediscrepancyreportwillprovide:
AlistofPipingBOMlinesnotedwithMATCHorNOMATCHintheP&IDLineList.
AlistofP&IDlinesnotedwithMATCHorNOMATCHinthePipingBOM.
ToaccesstheDiscrepancyReportingpresstheCompareP&IDsandPipingbuttonasshown
below:
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ThePipingLineLististakenfromthecurrentlyopenprojectdatabase. TheP&IDLineListcanbe
takenfromanExcelLineListordirectlyfromtheP&IDDatabase.
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ExcelLineListDiscrepancyReport
Step
1
To
use
an
Excel
Line
List,
create
a
simple
Excel
Spreadsheet
with
all
of
the
lines
listed
in
ColumnAofthespreadsheet. Noheaderisrequired.
Step2PresstheExcelLineListbutton. PLANTMOwillprompttheUsertoselectthecorrect
worksheet. Onceselectedthereportwillrunasshownbelow:
Afterthereportiscompleted,PLANTMOwilldisplaytheTotalLines,thenumberofmatchedand
unmatchedlines.
P&IDDatabase
Ifthe
P&ID
Database
and
the
PIPE
Database
are
one
in
the
same
then
pressing
the
P&ID
Databasebuttonwillproducethereportwithouttheneedforanyfurtheruserinteraction.
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Afterthereportiscompleted,PLANTMOwilldisplaytheTotalLines,thenumberofmatchedandunmatchedlines.
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Section8PartsCatalog
ThePartsCatalogholdsthepricingandpartnumberinformationforallthepartsusedbyCADWorx.
TheParts
Catalog
is
Global
so
that
it
may
be
leveraged
across
projects
just
like
the
specifications.
UsinganExcelSpreadsheet,theUserisabletoimportallthepricingandpartnumberdataand
thenwiththepressofabuttonupdatetheModelPricing,updatethepartnumbersintheModel
basedonLongDescriptionorupdatethepartnumbersintheModelbasedonLongDescriptionand
Size. PressthePartCatalogbuttontoenterthecatalog.
Configuration
InthePLANTMOMenu,PresstheConfigurePartsCatalogbuttontodisplaytheconfiguration
screen. ThisScreenwillautomaticallybedisplayediftheCatalogisnotalreadyconfigured.
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AccessSelecttheACCESSradiotodisplaythefollowingconfigurationscreen:
PresstheSelectAccessDatabasebuttonandchoosethedatabasethatwillhousetheGlobal
PricingCatalog. ThePricingCatalogdatabaserequiresonetable:ECE_PL_COMPONENT_PRICING.
IfthetabledoesnotexistthentheUserwillbepromptedbyPLANTMOtoautomaticallycreatethe
tableaftertheOKbuttonispressed.
SQLSelecttheSQLradiotodisplaythefollowingconfigurationscreen:
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TheSQLServerconnectionisthroughapredefinedODBCConnection. Pleasesetupa
PLANTMO_SQL_SERVERDSN
on
the
computer
through
Windows.
Please
contact
your
IT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication. IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered. Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
Note RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
Note DefaultSchemaofDBOisassumedwiththisselection
NoteTestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnectiontothedatabase.
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SQL with SchemaSelecttheSQLWithSchemaradiotodisplaythefollowingconfigurationscreen:
TheSQLServerconnectionisthroughapredefinedODBCConnection. Pleasesetupa
PLANTMO_SQL_SERVERDSNonthecomputerthroughWindows. PleasecontactyourIT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication. IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered. Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
Enterthe
required
Schema
in
the
text
field.
Contact
your
SQL
Administrator
for
more
information.
Note RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
NoteTestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnection
tothedatabase.
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Import
TheParts
Grid
can
be
imported
from
Excel
to
facilitate
easy
updates
from
the
various
purchasing
systems. TheimportroutinesallowsforcustomizedcolumnmappingsothattheExcelSpreadsheet
cancontaincountlessfields. Ensurethataheadercontainsthedescriptionsandthesewillbe
shownwhentheimportroutineisinitiated.
NoteIfacolumnisnotmappedthenitwillnotbeimportedintothetablenorwillthe
informationforthatparticularcolumnbeoverwritteniftherecordalreadyexists.
NoteDB_CODESorPartNumbersmustbeUnique. Otherwise,informationmaybe
overwrittenononeoftherecords.
Step1PresstheImportfromExcelbuttonintheExternalCatalogGroupontheribbon.
Step2SelecttheWorksheettoimport.
Step3
Map
the
Columns
in
the
Excel
Spreadsheet
to
the
columns
stored
by
PLANTMO
in
the
databaseusingthebelowdialogbox:
Step4PressOK.
NotesACancelButtonisavailableaftertheprocesshasstart.
ACountoftheimportedrecordswillappearinthelowerrighthandcorner.
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Note
Fieldsthat
are
NOT
MAPPED
during
import
will
not
be
overwritten
ifthe
Item
Code/DB_CODEalreadyexistsinthetable.
Export
PresstheExporttoExcelbuttonintheExternalCatalogGroupontheribbonandselectalocation
atthesubsequentprompt.
Open Pricing Worksheet
PresstheOpenPricingWorksheetbuttonintheExternalCatalogGroupontheribbonandselect
aworksheettoopeninExcel.
UpdatePricing
Uponpressing
the
Update
Piping
Model
Pricing
button,
PLANTMO
will
look
through
the
entire
PipingModelandsubsequentlysearchthePricingCatalogforupdatedpricing. Ifamatchisfound
thenthePipingModelpricingisupdated.
UpdateDB_CODES(PartNumbers)
PLANTMOhastheuniqueabilitytomanagethepartnumbers(DB_CODEs)onaprojectorglobally
acrossallprojectssothatthepartnumbersalignwithanenterprisesystem. CADWorxnormally
handlesthisthroughtheuseofatextfilewiththedefaultnameofDBCODES.DAT. Themain
issuewiththeDBCODES.DATfileistheactualmanagementandupdateofthetextfilesoitisin
alignmentwith
the
Users
purchasing
system.
Tothatend,PLANTMOleveragestheGlobalPricingCatalogandthefactthatLongDescriptionsare
usuallyuniqueandifnotcanbemadeuniqueonetime.
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Long Description
UponpressingtheLongDescbutton,PLANTMOwilllookateachiteminthePipingModelfora
matchonLongDescriptionintheGlobalPricingCatalog. IfamatchisfoundthenthePipingModel
itemisupdatedwiththecorrectpartnumber.
Long Description and Size
UponpressingtheLongDescandSizebutton,PLANTMOwilllookateachiteminthePiping
ModelforamatchonLongDescriptionandSizeintheGlobalPricingCatalog. Ifamatchisfound
thenthePipingModelitemisupdatedwiththecorrectpartnumber.
EditingInadditiontoimporting,thePricingCatalogGridiscompletelyeditable. Duringediting,therow
indicatorwillchangefromthestandardArrow( )tothePencilicon( ).
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RightclickingwillbringuptheeditmenuforstandardwindowscontrolsandpressingtheCancel
Editbuttonwillcancelanychanges.
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Section9RequisitionCatalog
TheRequisitionCatalogholdstherequisitionsonallCADWorxProjectsanditsintendedaudienceis
theproject
management
department.
The
Requisition
Catalog
is
Global
so
that
it
may
be
leveraged
acrossprojectsjustlikethespecifications. TheUserisabletoleveragethePipingModelMaterial
Takeoff,theGlobalPricingCatalogaswelladiscrepancyreportbetweenthepipingmodelandthe
currentlyfilteredRequisitionCatalog. Oncerequisitionsarecreatedtheycanbeexportedtoexcel
toenablesendingtothepurchasingdepartment.
Configuration
InthePLANTMOMenu,PresstheConfigurePartsCatalogbuttontodisplaytheconfiguration
screen. ThisScreenwillautomaticallybedisplayediftheCatalogisnotalreadyconfigured.
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AccessSelecttheACCESSradiotodisplaythefollowingconfigurationscreen:
PresstheSelectAccessDatabasebuttonandchoosethedatabasethatwillhousetheGlobal
PricingCatalog. ThePricingCatalogdatabaserequiresonetable:ECE_PL_REQUISITIONS. Ifthe
tabledoesnotexistthentheUserwillbepromptedbyPLANTMOtoautomaticallycreatethetable
aftertheOKbuttonispressed.
SQLSelecttheSQLradiotodisplaythefollowingconfigurationscreen:
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TheSQLServerconnectionisthroughapredefinedODBCConnection. Pleasesetupa
PLANTMO_SQL_SERVERDSN
on
the
computer
through
Windows.
Please
contact
your
IT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication. IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered. Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
Note RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
Note DefaultSchemaofDBOisassumedwiththisselection
NoteTestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnectiontothedatabase.
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SQL with SchemaSelecttheSQLWithSchemaradiotodisplaythefollowingconfigurationscreen:
TheSQLServerconnectionisthroughapredefinedODBCConnection. Pleasesetupa
PLANTMO_SQL_SERVERDSNonthecomputerthroughWindows. PleasecontactyourIT
Administratorforassistance.
OncetheDSNisconfigured,theUserselectsWindowsAuthenticationorSQLServer
Authentication. IfSQLServerAuthenticationischosenthenausernameandpasswordmustbe
entered. Finally,usingthedropdown,thedatabasethatwillhousethePricingCatalogcanbe
selected.
Enterthe
required
Schema
in
the
text
field.
Contact
your
SQL
Administrator
for
more
information.
Note RefreshButtonThiswillrereadthesystemregistrytofindtherequiredDSN.
NoteTestConnectionButtonThisbuttonwillinitiatetesttotryandestablishaconnection
tothedatabase.
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Overview
PressingtheRequisitionCatalogribbonbuttonopentheRequisitionCatalog.
TheRequisitionCatalogfacilitatescreatingpurchaserequisitionsforaproject. Sincetherearea
widevarietyofpurchasingsystemsaswellascountlessformats,PLANTMOprovidesaneasywayto
gettherequiredpartsouttoExcel.
PLANTMOimplementsashoppingcarttofacilitatethecreationoftherequisitions. Usingthe
PipingMaterialTakeOffs,PipingMaterialTakeOffswithDrawingFilter,PipingMaterialTakeOffs
withLineFilter,DiscrepancyReport,andPricing(Parts)CatalogTabsshownbelow,theUserisable
toselect
parts
and
add
them
to
the
Shopping
Cart.
Once
added,
the
User
is
able
to
navigate
to
the
ShoppingCartandCreateaRequisition.
NoteThePipingMaterialTakeOffs,PipingMaterialTakeOffswithDrawingFilter,andPiping
MaterialTakeOffswithLineFilterGridsareonlyavailableiftheDB_CODE(Part
Number)fieldisintheGrid. ThisisarequiredfieldtochooseParts.
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ExcelAllGridscanbeexportedtoExcelusingtheExportToExcelribbonbutton. Pressthebuttona
dialogwilldisplayfortheusertoselectthesavelocation.
GridsEachGridhasthefollowingcontrols:
RefreshAtanytime,theRefreshcanbepressedtogatherupthelatestinformation
addedtothedatabasethroughthedrawingenvironment.
SortingByclickingonthecenterofthetopofacolumn,theGridwillsortallrowsbythat
column.
ColumnFilteringByhoveringovertherightofthetopofacolumn,theGridwilldisplaya
dropdownforthatcolumn.
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o Whenpressed,thedropdowndisplaysapowerfulexcelstylefilteringcapabilityas
shownbelow:
o Bycheckinganduncheckingthevariousitems,theuserisabletofiltertheGridtosee
onlythedesireditems.
o Apowerful
Text
Filter
is
available
using
the
drop
down
at
the
bottom
of
the
Filter
box.
PipingMaterialTakeOffs
NoteThePipingMaterialTakeOffs,PipingMaterialTakeOffswithDrawingFilter,andPiping
MaterialTakeOffswithLineFilterGridsareonlyavailableiftheDB_CODE(Part
Number)fieldisintheGrid. ThisisarequiredfieldtochooseParts.
ThePipingMaterialTakeOffGridscontainalistingofthepartsinthePipingModels. TheDrawing
FilterandLineFilterGridsaresetbeforeenteringtheCatalog.
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SelectaLineItem(s)byclickingontheCARTcheckboxandthenclickingontheAddSelectedto
CartribbonbuttonwilladdtheitemtotheShoppingCartGrid.
DiscrepancyReport
PressingtheRunDiscrepancyReportribbonbuttonwillinitiatethesequenceagainstthecorrect
PipingMTOGrid. TheDiscrepancyReportwillcomparetheselectedPipingMaterialTakeOffpart
tothecurrentlyVisibleandunfilteredrequisitionsintheRequisitionsGrid. Afterthecomparison,
theQuantityRequired,QuantityOrderedandDiscrepancywillbequicklydetermined.
Afterthereportisdone,theUsercanselectaLineItem(s)byclickingontheCARTcheckboxand
thenclickingontheAddSelectedtoCartribbonbuttonwilladdthediscrepancyitem(s)to
theShoppingCartGrid.
Parts(Pricing)Catalog
ThePartsCatalogGridcontainsalistingofallthepartsinthePricingCatalog.
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USERManual
Version
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703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage44of46
SelectaLineItem(s)byclickingontheCARTcheckboxandthenclickingontheAddSelectedto
Cartribbonbuttonwilladdthediscrepancyitem(s)totheShoppingCartGrid.
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USERManual
Version
3
703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage45of46
Section10Specials
ModelsList
ThiswillprovideadistinctlistofModelsintheproject.
LineList
ThiswillprovideadistinctlistofLinesintheproject.
TagList
This
will
provide
a
distinct
list
of
Tags
in
the
project.
Queries
ThiswillprovidealistofQueriesorViewspreconfiguredintheprojectdatabase. TheUseris
abletoselectaqueryandseetheresultantdata. ForExample:
TheresultantviewcanthenbeexportedtoExcelasrequired.
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Version
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703WheelingRd
MountProspect,IL60056
Phone312
235
6960
Copyright2012ECESolutions,
LLC.AllRightsReservedPage46of46
BoltQuantities
CADWorxwillappendaBoltQuantitytothefrontofthelongdescriptionforBolts. Insome
cases,the
CADWorx
User
does
not
want
this
appended.
This
function
will
remove
the
Bolt
QuantityfromallBoltlongdescriptions.