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SmartPlant Materials How to Integrate SmartPlant 3D/SmartMarine 3D Material Take Off & Nesting

Version 2008.5 (6.3.6) June 2008 / October 2009 DMAR1-PE-200122A-Updated

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SmartPlant Materials How to Integrate SmartPlant 3D/SmartMarine 3D Material Take Off & Nesting i

Contents Preface ........................................................................................................................................................ iii

Target Audience & Objectives .............................................................................................................. iii

Executive Summary .................................................................................................................................... 1

Detailed Workflow Steps ............................................................................................................................ 3

Process 47: Create MTO Reports ........................................................................................................... 3 Installation in SP3D ......................................................................................................................... 3 Delivered Items and Folder Structure .............................................................................................. 3 Running the Reports ........................................................................................................................ 5

Process 43: Piping Report ...................................................................................................................... 8 Process 44: Plate & Profile Report ......................................................................................................... 9 Process 45: Cable Tray Report ............................................................................................................. 13 Process 46: Steel Structure Report ....................................................................................................... 14

Handrail Report ............................................................................................................................. 14 Process 32: Nesting MTO Report ........................................................................................................ 15 Process 61: Load (in Excel) and Save as CSV ..................................................................................... 19 Process 51: Import MTO Data ............................................................................................................. 19

Configure CSV Load ..................................................................................................................... 20 Start Flat Loading Config Import .................................................................................................. 23 Importing SmartPlant 3D / SmartMarine 3D MTO Data .............................................................. 24 Create the Part Number in SmartPlant Reference Database .......................................................... 30 SmartPlant 3D to SmartPlant Material MTO ................................................................................ 32

Contents

ii SmartPlant Materials How to Integrate SmartPlant 3D/SmartMarine 3D Material Take Off & Nesting

Preface

Target Audience & Objectives

Who should read this document? Managers and decision-makers in charge of designing and re-designing engineering

workflows Project managers of SmartPlant 3D / SmartMarine 3D (SP3D/SM3D) and SmartPlant

Materials (SPMat) implementation projects SmartPlant 3D and/or SPMat consultants, who are implementing SmartPlant 3D /

SmartMarine 3D and SPMat in an integrated environment Engineers who are responsible for the creation and maintenance of Bills of Material on the

project level. SmartPlant 3D/SmartMarine 3D administrators who are responsible for the integration

infrastructure for materials handling

What can the reader expect? This document will help you to understand the work process of BOM generation and transfer

between SmartPlant 3D/SmartMarine 3D, nesting system on the one hand (“sending” applications), and SPMat (receiving application), on the other hand.

What shouldn’t the reader expect? Because most of the functions in this integration (report generation in SP3D, OMI import)

are part of the involved application documentation, this document does not cover those topics.

This document does not include a detailed explanation about the integration between SM3D and the nesting solution.

What knowledge is required to understand this document? Knowledge of the engineering tasks to be performed in order to create and maintain BOM A basic understanding of SmartPlant 3D report generation. A full understanding of the integration between SM3D and nesting systems At least a basic understanding of SPMat’s OMI import interface.

Documentation Comments We welcome comments or suggestions about this documentation. You can send us an email at: [email protected].

SmartPlant Materials How to Integrate SmartPlant 3D/SmartMarine 3D Material Take Off & Nesting iii

0BPreface

iv SmartPlant Materials How to Integrate SmartPlant 3D/SmartMarine 3D Material Take Off & Nesting

Executive Summary

The purpose of this document is to describe how the MTO integration between SmartPlant 3D/ SmartMarine 3D and SmartPlant Materials works. It also describes configuration and customization tasks, which must be done during implementation. The MTO integration development is currently divided into two phases. With this document, only phase 1 is described. With phase 1 (the yellow fields in the diagram below), some temporary manual actions must be undertaken by the user in order to perform the task. Nevertheless, the preconfigured work process can be considered as an effective and easy-to-implement process at new and existing customer installations.

This document refers to the process diagram below in order to explain the work process. Each “yellow” process box in this diagram is explained in a specific chapter in this document.

The MTO integration provided with SPMat V3 and SP3D/SM3D/nesting Version 2007 SP4 is file-based. The design systems provide their MTO data (processes 32, 43-46) as Excel or CSV files. The files should be located on the network file system at a location that is accessible to the design system and SPMat. The reports are delivered with the above-mentioned version as standard

SmartPlant Materials How to Integrate SmartPlant 3D/SmartMarine 3D Material Take Off & Nesting 1

1BExecutive Summary

2 SmartPlant Materials How to Integrate SmartPlant 3D/SmartMarine 3D Material Take Off & Nesting

reports. SPMat provides standard configuration templates for these reports, which allow easy and fast implementation of the process.

Additional reports can easily be created by means of the SP3D report engine. Configuring SPMat to be able to import those “custom” reports can also be done easily.

2BDetailed Workflow Steps


Detailed Workflow Steps

Process 47: Create MTO Reports

Installation in SP3D Copy the contents of the delivered Symbols folder to the <symbols share> location. Within the Symbols folder, the delivered files are placed in a folder hierarchy that matches their intended location on the symbols share so that this single copy operation takes care of copying all files correctly.

Copy Sp3DSpMatPipingMTO.dll on the client machine(s), and register it with regsvr32.

Bulkload the delivered ReportsMTO.xls file in “Add, modify, delete” mode.

Delivered Items and Folder Structure The following four report templates are delivered under Reports\Types of Reports\SPMaterialMTO: SPMAT CableTray MTO – for cabletray parts SPMAT Handrail MTO – for handrails SPMAT Piping MTO – for piping parts and connection items SPMAT Steel MTO – for steel members



The following labels are also delivered. They are used in the SPMAT reports: Labels\Types of Labels\Common\Area – VB label that finds the parent Area system Labels\Types of Labels\Common\Unit – VB label that finds the parent Unit system Labels\Types of Labels\Common\WBS Hierarchy Path – COM label returning the full WBS

hierarchy in the format “WBSGrandParent\WBSParent\WBSChild…” Labels\Types of Labels\Structure\Member Part Number – a COM label constructing the part

number for steel members in the form CrossSectionName + MaterialGrade + MaterialType



Running the Reports Before running the SPMAT Pipe MTO report, you need to create a catalog filter.

Catalog Filters\CustomReport\Piping\SPMATReport as shown:

From any environment, click Tools > Run Report, or from a new or existing “Spreadsheet report” Snap-in in the Drawings and Reports environment, right-click and select Create report.



Select the Catalog Reports tab and navigate the above-mentioned hierarchy (Reports > Types of Reports > SPMaterialMTO) to select one of the four reports:

Click Run. Select the desired UOM:



Click Finish. The report will be generated and displayed.



Process 43: Piping Report This report expects the following filter to report on piping parts and connection items:

Catalog Filters\CustomReport\Piping\SPMATReport

Because this is not a delivered filter, you must create it as shown here before running the report:

The report outputs the following properties for each item: GUID Discipline – hardcoded to “Piping” Area – parent Area system Unit – parent Unit system Pipeline Iso Sheet Pipe Run WBS Component Type Name Part Number TAG



Commodity Code Size1 Size2 Size3 Size1 Unit Size2 Unit Size3 Unit Spec Material Fabrication Type Approval Status Quantity – length for pipes, 1 for components, number of bolts for bolt sets Quantity Unit – UOM for pipe length, EACH for all other cases

Because of its complexity, this report is a VB report.

Process 44: Plate & Profile Report The Plate & Profile report is available only in SM3D. From any environment inside SM3D, click Tools > Run Report:

On the Run Report dialog box, choose the Structural Profile MTO report or Structural Plate MTO report on the Catalog Reports tab > Reports > Types of Reports > ShipStructure folder.



Click Run.

Enter the desired Block name on the Report Parameters dialog box, and then select Next.



Change the units of measure to be used for the report if necessary, and then click Finish.

The report will be generated and displayed.

The Structural Profile MTO report outputs the following properties for each part: Block/Assembly ID Block/Assembly Name Part ID Part Name ShipSide Object Object Type



Profile Type Status Stage Material Type Grade Profile Length Web Width Flange Width Web Thickness Flange Thickness IsTwisted Curved Part Drawing Number Arrangement Drawing Number Mfg Part Id Mfg Part Name Nest ID Nesting Stage Center of Gravity X Center of Gravity Y Center of Gravity Z Weight Area

The Structural Plate MTO report outputs the following properties for each part: Block/Assembly ID Block/Assembly Name Part ID Part Name ShipSide Object Object Type Status Stage Material Type Grade Plate Length Plate Width



Plate Thickness Curved Part Drawing Number Arrangement Drawing Number Mfg Part Id Mfg Part Name Nest ID Nesting Stage Center of Gravity X Center of Gravity Y Center of Gravity Z Weight Area

Process 45: Cable Tray Report This report uses the following delivered filter to report on cableway parts:

Catalog Filters\Default Filters\SP3D Object Filters\Object Types\Cableway\Cableway Parts

The report outputs the following properties for each part: GUID Discipline – hardcoded to “CABLETRAY” Area – parent Area system Unit – parent Unit system WBS – full WBS hierarchy Cableway Name PartNumber PartDescription Nominal Width NominalDepth Reducing Size TrayType Component Type Material Manufacturer LoadSpanClassification Length Approval status



Weight Weight Unit Quantity – length for straight segments, 1 for components Quantity unit – UOM for length, “EACH” for components

Process 46: Steel Structure Report This report uses the following delivered filter to report on steel members:

Catalog Filters\Default Filters\SP3D Object Filters\Object Types\Structure\Members\Member Part Prismatic

The report outputs the following properties for each item: GUID Discipline – hardcoded to “Structure” Area – parent Area system Unit – parent Unit system WBS – full WBS hierarchy Structural System Name (Cross) Section Material Type Material Grade Length Quantity Weight Surface Area PartNumber – using Member Part Number label

Handrail Report This report uses the following delivered filter to report on handrails:

Catalog Filters\Default Filters\SP3D Object Filters\Object Types\Structure\Handrails

The report outputs the following properties for each item: GUID Discipline – hardcoded to “Structure” Area – parent Area system Unit – parent Unit system WBS – full WBS hierarchy Name System – parent structure system Length



Length Unit Height Height Unit Weight Weight Unit Material Grade

Currently, length, height, and weight cannot be reported for imported handrails.

Process 32: Nesting MTO Report The nesting system is provided by a third- party organization; therefore, detailed explanations on how the nesting system needs to be handled in order to create the MTO report are not given in this document. For questions, please contact SM3D Support. Here is a brief summary on how to create the MTO report:

Select the block: NestPl – Start – Enter.

Right-click to get a submenu:



Select Put Information in other System.

Open the generated spreadsheet (<blockname>.CSV).



The report outputs the following properties for each item: #TYPE(N) PROJECT BLOCK NEST MATERIAL THICK WIDTH LENGTH QTY PQTY WEIGHT USEDWGT USEDWIDTH USEDLENGTH TIME_CUT TIME_MARK TIME_TOTAL CUTLEN MARKLEN



RAPIDLEN TORCHQ TORCH_DIST PORNO OPTION MQTY TYPE LOT PIERCINGQ #TYPE(P) PROJECT BLOCK NEST PBLOCK PPART MIRR X Y ANGLE CUTLEN MARKLEN MAX-X MAX-Y WEIGHT TYPE TRANS OPTION LOT GOID



Process 61: Load (in Excel) and Save as CSV All reports created by the SP3D/SM3D/nesting system are created in XLS format, currently. For Phase 2, it is planned to modify the reports so that they directly created in CSV format. Because process 51 Import MTO data only functions with CSV, all reports must be loaded into Microsoft Excel and must be saved manually into the CSV format.

For better manual check reasons, the reports contain header lines. Those lines must be manually deleted before saving the report as CSV. Also, this manual activity is planned to be eliminated with Phase 2.

Process 51: Import MTO Data The import process is divided into three major steps: Configure the CSV load. Load the CSV file data into an intermediate table in the SPMat database. Transfer data from here into the SPMat BOM area.

Within the BOM import, there is a new facility to import data into SPMat called Flat Loading Config. All elements are put together in one record separated by a free definable delimiter, for example, ‘;’. So this is an easier way to import. Just collect your data in an Excel sheet and export it to an ASCII file. Then all you have to do is define the column mappings of the ASCII file in SPMat and start the Flat Loading Config import. In addition to that import, you can write your own BOM import that will be used instead of the internal import if you want to add some proprietary functions and behavior.



Configure CSV Load The configuration for the CSV load is done in SPMat on screen B.10.41 Flat Configurations.

When you click the TEMPLATE button, SPMat provides a list of templates, which have configuration settings ready to be used with the appropriate MTO reports described above. The following templates are available:

TOOL_NAME REPORT_NAME FLC_CODE FLC_COMMENT

SmartPlant 3D Piping 3D PIPING SP3D Piping Report

SmartPlant 3D Cable Tray 3D CABLETRAY SP3D Cable Tray Report

SmartPlant 3D Steel Structure 3D STEELSTR SP3D Steelstructure Report

SmartMarine 3D Profiles 3D PROFILES SM3D Profile Report

SmartMarine 3D Plates 3D PLATES SM3D Plates Report The configurations for the handrail report and for the nesting report are currently not available. This does not mean that these reports cannot be imported. It only means that the configuration must be done manually. The templates for these reports are planned to be available with Phase 2.

Below is an example for the SM3D plate:



In this template, each column expected to be loaded from the CSV is configured here by the following fields: sequence number

The sequence of columns in the CSV file Item

Defines the type of data being loaded from the current column.

The different items are described in the online help.

The item “POS_TAB” is a new one. It allows you to assign a COMMATTR_TABLE, which is used to find a commodity code based on the value found in the CSV file. It is possible to combine up to 10 “POS_TAB” fields in order to find a commodity code. In the example for plates, the tables “MATERIAL” and “GRADE” are sufficient to find the commodity code. These values naturally can be predefined, because they are dependent on the SPRD configuration, which can be different for each client.

The ident is then found via “POS_SIZE1”, which specifies that this column in the CSV is compared against the INPUT 1 column related to the currently found commodity code.

Value Value has an item-dependent meaning. A context-sensitive LOV is available.

Value required This item needs a value defined if checked. If it is not defined, the template will not be copied into the FLC configuration.

Auto Create If this box is checked by the system, it is giving information to the user that the item will be created automatically by SPMat in all relevant tables and screens. For example, an attribute, which at this point in time is not defined for BOM usage, but configured here in the template as such, will be created automatically. This auto-creation saves a lot of configuration time.

Report column An information field, which lists the name of the column used in the MTO xls report before the header was deleted.

Once the remaining configuration work inside the template is done, the data is copied into the FLC screen when you click the Start button.



The configuration code “3D PLATES-1” is stored automatically and can be adjusted here. Please do not adjust the template data.



Start Flat Loading Config Import Open B.40 BOM Utilities, and start B.40.01 BOM Import.

To generate a new import, you must fill in a few fields. First, assign the job code for the import; in this case, it is called SHIP PLATE1. Then, choose Flat Loading Config as the data source.



Importing SmartPlant 3D / SmartMarine 3D MTO Data For SmartPlant Materials to find Ident keys from SmartPlant 3D and SmartMarine 3D, you must import the part numbers, spec code, commodity code, and sizes.

SmartPlant Materials finds the ident from SmartPlant 3D using its part number. When you load SmartPlant 3D’s material take off (MTO) data, SmartPlant Materials finds the ident, which is linked to company ident. Because bolt and gasket do not use part number, SmartPlant Materials finds the ident from the spec code, commodity code, and sizes.

Part Number Generation Setup

Create Company Code

Create new company to store the SmartPlant 3D part number in the A.10.23 Companies screen.

Assign the Company Type in the A 10.24 Company Types screen.

Define Project Default

In the A 20.12 Project Defaults screen, define the company_id in project default ZI_SP3D_CO.



Prepare Spec Item and Export

Create Company Code

Create the Spec Item using the table information below in S.50.06 Specification Management Windows 2 screen.

Short Code Commodity Code Option Code Size Range

P-PIPE PPP70ABA74LG 1 2 – 10

FLGWN PFWN51FA11AD 1 2 – 10

FLGWN PFWN51FA11AD 172 2 – 10

TRN-90 PWE95B0LF600 1 2 – 10

BR-PAD PWRP0A5G00 1 2 – 10

GSKT-RJ PGRJC3VBDJ00 1 2 – 10

BLTNG PTM00A381A 1 0.5 – 0.75 The Spec Item Ident is complete.



In this spec, Flange has the same two spec items – the same commodity code, size range but different schedule.



Export the SmartPlant 3D Catalog

Export SmartPlant 3D catalog data in the SP3D 20.01 Export Jobs screen.

On the Selected Sheets tab, the target sheets are 90DegElbow, PipeStock, ReinforcingPad, and WeldneckFlange.

The export is complete.

This is the exported catalog sheet.

SP3D_EJ_0000006294_OTHER.xls



Confirm the Part Number

After catalog data is exported, the Company Ident Code is generated as part numbers for the components.

Pipe Part Numbers

Flange Part Numbers



Reinforcing Pad Part Numbers



Create the Part Number in SmartPlant Reference Database SmartPlant Reference Database defines the part number by CIP.

M_PCK_SP3D_CUSTOM.BUILD_CATALOG_PART_NUMBER

The above function returns the part number inside the program.

Default Setting In SP3D 10.07 Sheet Configs screen, find the attribute that defines Retrieval Method: “BASE_COLUMN.” Add the values in the following order.

1. Commodity Code 2. 1st Schedule 3. 2nd schedule 4. 1st NPS 5. 2nd NPS 6. 3rd NPS



SmartPlant Reference Database inserts or updates the part number by CIP:

M_PCK_SP3D_CUSTOM.SET_CATALOG_PART_NUMBER.

Default behavior is that Part-Numbers aree inserted or updated during export of the PART_DEFINITION sheet, except BoltPartData, GasketPartData, NutPartData, WasherPartData.



SmartPlant 3D to SmartPlant Material MTO

Prepare SmartPlant 3D Report

Create the target MTO data from SmartPlant 3D.

The following is a sample spreadsheet.

SPMAT Piping MTO- 1- 0002.xls

Generate a fixed length flat file using Microsoft Excel.

The following is a sample flat file.

SPMAT Piping MTO- 1- 0002.rpt



BOM Import Setup

To load the file as a PDS ASCII file with company ident, we setup the Company mapping in the PDS 10.01 Configure PDS screen.

Use the following example information to set up the import in PDS 30.01 Configure BOM Import screen. SP3D Part Number POS_IDENT

SP3D Commodity Code POS_CC

POS_CC_MAP is required



BOM Import

In B.40.01 BOM Import, start the BOM import job.

When the import of the Pipe, ReinforcingPad, and Flange is complete, the Ident Code is set correctly.

Please note that for option code there is a special behavior. We imported this Flange ident with Option code = 1. This would not be inline with the specification which has Option Code 172.



This and other cases will be resolved in the following way:

Case 1: If spec code and Ident code exists in the import file then check if Ident exists within the spec.

If the Ident does not exist in the spec, then set IdentCode = NULL.

Case 2: If spec code, commodity code and size1 (size2, schedules) exists in the import file then check if an Ident for this commodity code (with sizes and schedules) exists in the spec.

If one Ident exists, then set the Ident code.

Case 3: SmartPlant Materials finds and sets the correct option code by Spec and Ident within the spec.

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