To create a data manager customized view

  1. In the Project Setup tree view, expand Plant 3D or Plant P&ID DWG Settings. Click Data Manager Configuration.
  2. On the Customized Views pane, click Create View.
  3. Under A New Customized View, in the Name box, enter a name for your view.
  4. Under A New Customized View, define the scope of your view:
    • To expand the scope of your view to include all project data, click Project Data.
    • To limit the scope of your view to the current drawing data, click Drawing Data.
    • Click New Level.
  5. In the Select Class Property dialog box, do the following:
    • Under Class, expand the appropriate node and child nodes to locate and click a class for Level 1 (for example: Piping and Equipment).
    • Under Properties, click a class property (for example: Manufacturer).
    • Click OK.
  6. Click New Level and repeat step 6 to add the number of levels you want in the customized view. When you finish adding levels to the customized view, in the Project Setup dialog box, click OK.
    Note: For best results in creating customized views, choose properties that are shared by all plant objects.