Project Manager

Assembles and manages drawings belonging to a project.

 Ribbon: Click Home tab Project panel Project Manager

 Command entry:  projectmanager

Project Controls

Provides a way to open projects and run project reports.

Project Name

Displays the name of the current project. By default, the last project you opened is displayed.

The first time you open the Project Manager, a default project is displayed. The Project Name list also displays the following options:

• Previously Opened Projects. Displays a list of the most recently opened projects.
• Open. Displays the Open dialog box, where you can find and select an existing project.xml file.
• New Project. Displays the Project Setup Wizard.
• Sample Project. Displays the sample project provided with the product.

Publish button   

Displays the Publish dialog box.

Reports button   

Displays a list of reports that you can run, including custom reports.

• Data Manager. Displays the Data Manager.
• Export Data. Displays the Export Report Data dialog box.
• Import Data. Opens the Import From dialog box.
• Reports. Opens the Data Manager in Project Reports mode.

Project Panel

Sets the overall organization for the drawings in the project.

You can add, remove, and reorder drawings and folders. You can also select drawings or folders to include their data in reports.

Project Panel Toolbar

Provides buttons that open, add, and refresh the status of drawings.

•   New Drawing. Displays the New DWG dialog box, where you can create a new drawing based on the default template and add it to the project tree.
•   Copy Drawing to Project. Opens the Select Drawings to Copy to Project dialog box, where you can select one or more files to copy to the project.
•   Refresh DWG Status. Verifies whether any of the drawings or files in the project are being edited by another user.
Note: Refresh can also synchronize the drawing with the project. Automatic synchronization is set with synchstylesmode.

Project Tree Nodes

Each node in the project tree is designated by a specific icon.

•   Project Node. Represents the top-level organizational unit in the project tree hierarchy.
•   P&ID Drawings Node. Represents a default grouping for P&ID drawings that cannot be removed. You can add nested folders within this folder.
•   Plant 3D Drawings Node. Represents a default grouping for Plant 3D drawings that cannot be removed. You can add nested folders within this folder.
•   Related Files Node. Represents a default grouping for Related Files that cannot be removed. Also represents folders that you can create under any default grouping.
•   Drawing Node. Represents a drawing in the project.
•   Locked Drawing Node. Represents a drawing that is currently being edited.
•   Missing Drawing Node. Represents a drawing that has been moved or removed.
•   Referenced Drawing (Xref) Node. Represents a drawing that is referenced by the project but does not belong to the project.
•   Project Referenced Drawing (Xref) Node. Represents a drawing that is referenced by and belongs to the project.

Details Panel

Provides information about the project or about drawings selected in the Project Manager tree area.

To change the display, click the corresponding button on the Details panel toolbar.

Details   

Displays information about the selected node.

• Project details. Displays project information, including project location, name, description, unit type, and number.
• Drawing details. Displays the drawing status, description, file name, location, file size, and the save and edit dates.

Preview   

When a drawing node is selected, displays a small preview of the drawing.

Work History (Source Files tab only)  

When a drawing is selected, displays all work history entries for the drawing.

Times and dates use the current Windows system settings.

• Date Modified. Displays the date and time of the edits associated with the most recent work history entry.
• User. Displays the login name of the person who opened the drawing for editing.
• Status. Displays the status of the drawing. Status categories differ, depending on the standards used by your business. They may include the following:
  • Unassigned. No status is assigned.
  • In Progress. Project is open for editing.
  • For Review. Project is ready for review.
  • Revision 1-4. Draft number of the project.
  • Final. Project is final.
  • Archive. Project is ready to be archived.
  • Manage. Displays the Project Status Manager, where you can customize the status options.
• Notes. Displays descriptions entered by the individual updating the work history. Only the originator of the work history record can update existing notes.

Shortcut Menus: Project Tree Nodes on All Tabs

The following options, listed in alphabetical order, are displayed when you right-click a node on the project tree. The options available depend on the type of node you select.

Menu Option	Tab	Node	Description
Add Work History	Source Files	Named P&ID drawing Named Plant 3D drawing	Displays the Work History dialog box, where you can update status and add notations.
Audit Project	Source Files Orthographic DWG Isometric DWG	Project	Checks the project for errors.
Close Project	Source Files Orthographic DWG Isometric DWG	Project	Closes the current project.
Collapse	Source Files Orthographic DWG Isometric DWG	Added folder	Collapses the contents of the folder and places a plus sign in front of the folder name.
Compress Database	Source Files Orthographic DWG Isometric DWG	Project	Compresses the project database.
Copy Drawing to Project	Source Files Orthographic DWG	P&ID Drawings Plant 3D Drawings Orthographic Drawings	Displays the Select Drawings to Copy to Project dialog box.
Copy File to Project	Source Files	Related Files	Displays the Select Files dialog box.
Create Adjacent View	Orthographic DWG	Orthographic View	Creates a new view adjacent to the current one, for example, top or bottom.
Data Manager	Source Files	P&ID Drawings Named P&ID drawing Plant 3D Drawings Named Plant 3D drawing	Displays the Data Manager.
Delete View	Orthographic DWG	Named Orthographic view	Deletes the orthographic view.
Drawing Autogen Properties	Source Files	Named P&ID drawing Named Plant 3D drawing	Displays the Drawing Autogen Properties dialog box, where you can set automatically generated properties for drawings.
Edit View	Orthographic DWG	Named Orthographic view	Displays the OrthoCube in the Orthographic View Selection window. You can edit the ortho view configuration, choose models to include, change the scale, and so on.
Export Data	Source Files	P&ID Drawings Plant 3D Drawings	Displays the Export Report Data dialog box.
Export to PCF	Isometric DWG	Line number node	Displays the Save PCF As dialog box.
Filter For	Isometric DWG	Check, Final, Stress Isometric Drawings	Displays a box where you can enter filtering criteria to view only desired line numbers.
Import Data	Source Files	P&ID Drawings Plant 3D Drawings	Displays the Import From dialog box.
Locate Drawing	Source Files Orthographic DWG	Named P&ID drawing Named Plant 3D drawing Named Orthographic drawing	Locates a drawing you have renamed or moved. You can use this option to find a drawing that is displayed in the Project Manager with a missing-file icon.
New Drawing	Source Files Orthographic DWG	P&ID Drawings Plant 3D Drawings Orthographic Drawings	Displays the New DWG dialog box.
New Folder	Source Files	P&ID Drawings Plant 3D Drawings Related Files	Displays the Project Folder Properties dialog box, where you can create a new folder.
New Quick ISO	Isometric DWG	Check, Final, Stress Line number	Displays the Create Quick Iso dialog box, where you can create a new isometric drawing.
New Production ISO	Isometric DWG	Check, Final, Stress Line number	Displays the Create Production Iso dialog box, where you can create a new isometric drawing.
Open	Source Files Orthographic DWG Isometric DWG	Named drawing Related Files	Displays the selected drawing.
Open Read-only	Source Files Orthographic DWG Isometric DWG	Named P&ID drawing Named Plant 3D drawing Named Orthographic drawing Named Isometric drawing	Displays the selected drawing with a read-only status. You cannot save changes to drawings opened as “read-only.”
Properties	Source Files Orthographic DWG Isometric DWG	User-created folder (except Isometric) Project Drawing (except Isometric)	Sets information about the selected node. If a project is selected, the dialog box is displayed. If a folder is selected, the Project Folder Properties dialog box is displayed. If a drawing is selected, the Drawing Properties dialog box is displayed.
Publish	Source Files Orthographic DWG Isometric DWG	Project Drawing	Specifies drawing sheets that you can assemble, reorder, rename, copy, and save for publishing as a multi-sheet drawing set.
Refresh Xref List	Source Files	Drawing	Refreshes and updates the list of xrefs for a drawing.
Remove Drawing	Source Files Orthographic DWG Isometric DWG	Named P&ID drawing Named Plant 3D drawing Named Orthographic drawing Named Isometric drawing	Deletes the selected drawing from the project. This action does not remove the drawing from your computer.
Remove File	Source Files	Named file	Deletes the selected file from the project. This action does not remove the file from your computer.
Remove Folder	Source Files	Any empty folder that has been added to the project	Deletes the selected folder from the tree. This option is available only for folders that do not have nested folders or drawings.
Rename Drawing	Source Files Orthographic DWG Isometric DWG	Named P&ID drawing Named Plant 3D drawing Named Orthographic drawing Named Isometric drawing	Renames project drawings. Not available for nested xrefs and read-only files.
Resave All Project Drawings	Source Files Orthographic DWG Isometric DWG	Project	Saves edits made to all open project drawings or all drawings that have been modified during the current session.
Show Xrefs in Use	Source Files	Drawing	Checks unopened drawings for xrefs and lists the xrefs in the Project Manager.
Update Annotation	Orthographic DWG	Named Orthographic drawing	Updates annotations in the ortho drawing to reflect changes in the referenced model.
Update View	Orthographic DWG	Named Orthographic view	Updates a view in the ortho drawing to reflect changes in the referenced model.
Update Views	Orthographic DWG	Named Orthographic drawing	Updates all views in an ortho drawing to reflect changes in the referenced model. This operation can take time, depending on the complexity of the model and the number of views.
Validate	Source Files	P&ID Drawings Named P&ID drawing Plant 3D Drawings Named Plant 3D drawing	Runs the validation program for one or more P&ID drawings and displays a list of errors in the Validation Summary window.
Validate Project	Source Files	Project	Runs the validation program for the entire project and displays a list of errors in the Validation Summary window.
Validate View	Orthographic DWG	Named Orthographic view	Validates a view in the ortho drawing against the referenced model to see if changes have been made. If so, the view or drawing can be updated.
Validate Views	Orthographic DWG	Named Orthographic drawing	Validates all views in the ortho drawing against the referenced model to see if changes have been made. If so, the drawing can be updated.
Validation Settings	Source Files	Project	Displays the P&ID Validation Settings dialog box, where you can control the type of validation errors that are flagged.
Validation Summary	Source Files	Project	Displays the Validation Summary window, where you can view a summary of flagged errors.