Cad Wor X Data Sheets User Guide

CADWorx
Datasheets User's Guide
Version 2012 R1 (12.1) November 2011 DICAS-PE-200001A
Copyright
Copyright 2003-2011 Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization from Intergraph Corporation.
U.S. Government Restricted Rights Legend

Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is "restricted computer software" submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ("DoD"): This is "commercial computer software" as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3. Unpublished - rights reserved under the copyright laws of the United States. Intergraph Corporation P.O. Box 240000 Huntsville, AL 35813
Terms of Use
Use of this software product is subject to the End User License Agreement ("EULA") delivered with this software product unless the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives licensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement and delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed for resale or redistribution.
Warranties and Liabilities

All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software or applicable license for the software product signed by Intergraph Corporation, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date. The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT. Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work.
Trademarks
Intergraph, the Intergraph logo, CADWorx, and CAESAR II are trademarks or registered trademarks of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft and Windows are registered trademarks of Microsoft Corporation. Oracle, JD Edwards, PeopleSoft, and Retek are registered trademarks of Oracle Corporation and/or its affiliates. AutoCAD, ObjectARX, and RealDWG are trademarks of Autodesk. HOOPS is a trademark of Tech Soft 3D, L.L.C. Other brands and product names are trademarks of their respective owners. CADWorx Design Review contains Autodesk RealDWG by Autodesk, Inc., copyright Autodesk, Inc. All rights reserved. Autodesk, Inc., 111 McInnis Parkway, San Rafael, California 94903 ("Autodesk") is a third-party beneficiary to this Agreement to the extent that the Software Product contains RealDWG and to the extent that the provisions herein relate to Licensees use of the Software Product containing RealDWG. Such provisions are made expressly for the benefit of Autodesk and are enforceable by Autodesk in addition to Intergraph.
Contents
Preface .......................................................................................................................................................... 5 Conventions ............................................................................................................................................ 5 Technical Support ................................................................................................................................... 5 What's New in CADWorx Datasheets ..................................................................................................... 8 Introduction .................................................................................................................................................. 9 CADWorx Instrument Datasheets ............................................................................................................ 11 Instrument Index Projects ..................................................................................................................... 11 Create a new instrument index ....................................................................................................... 13 Open an existing instrument index ................................................................................................. 14 Define project information .............................................................................................................. 14 Instrument Index Table ......................................................................................................................... 15 Enter tag data ................................................................................................................................. 16 Copy and paste table data ............................................................................................................. 17 Control the display of table columns .............................................................................................. 17 Delete a record ............................................................................................................................... 18 Export instrument tags to a CADWorx P&ID database .................................................................. 18 Tag Datasheets ..................................................................................................................................... 19 Reports .................................................................................................................................................. 21 View the Instrument Index report ................................................................................................... 22 Define revision information for the Instrument Index report ........................................................... 22 View the Controller and Alarm Point Summary report ................................................................... 23 View installation details .................................................................................................................. 23 View the Maintenance report .......................................................................................................... 24 Reference Documents .......................................................................................................................... 25 View reference documents ............................................................................................................. 27 Create a new reference document ................................................................................................. 27 Reference an existing document to a specific tag .......................................................................... 28 CADWorx Equipment Datasheets ............................................................................................................ 29 Equipment List Projects ........................................................................................................................ 29 Create a new equipment list ........................................................................................................... 31 Open an existing equipment list ..................................................................................................... 32 Define project information .............................................................................................................. 32 Equipment List Table ............................................................................................................................ 33 Enter equipment numbers .............................................................................................................. 34 Copy and paste table data ............................................................................................................. 35 Control the display of table columns .............................................................................................. 35 Delete a record ............................................................................................................................... 36 Export equipment numbers to a CADWorx P&ID database ........................................................... 36 Equipment Datasheets .......................................................................................................................... 37 Reports .................................................................................................................................................. 39 View the Equipment List report ...................................................................................................... 40 Define revision information ............................................................................................................. 41 Reference Documents .......................................................................................................................... 41 View reference documents ............................................................................................................. 43
CADWorx Datasheets User's Guide
Contents
Create a new reference document ................................................................................................. 44 Reference an existing document .................................................................................................... 45 Customize the Software ............................................................................................................................ 47 Index ........................................................................................................................................................... 49
Preface
This document provides command reference information and workflows for CADWorx Datasheets. We welcome comments or suggestions about this documentation. You can send us an email at: PPMdoc@intergraph.com. Intergraph gives you permission to print as many copies of this document as needed for non-commercial 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 [Product Folder] Type of Information The CADWorx installation folder on your computer, for example, C:\CADWorx. Substitute your installation folder anywhere this notation is used. The AutoCAD installation folder on your computer, for example, C:\AutoCAD 2000i. Substitute your installation folder anywhere this notation is used. The CD-ROM drive on your computer. Substitute your CD-ROM drive letter anywhere this notation is used. Items that need to be typed in or appear at the AutoCAD command line. User responses to command prompts. CADWorx and AutoCAD commands. Command line options. AutoCAD system variables or keywords. Key combinations for which you must press and hold down one key and then press another, for example, CTRL+P or ALT+F4.
[AutoCAD Folder]
[CD-DRIVE] Command Line User Responses Commands Options CAPITALS Key + Key
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 eCustomer https://crmweb.intergraph.com/ecustomer_enu.
Preface
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 Plant, P&ID, or Steel Steps
Run the CADWORXABOUT command. A dialog box opens and displays the version information. Close the dialog box to send the required information to the AutoCAD command line. Copy the information from the command line, and email it to Intergraph CAS. Run the EQUIPABOUT command. A dialog box opens and displays the version information. Close the dialog box to send the required information to the AutoCAD command line. Copy the information from the command line, and email it to Intergraph CAS.
Equipment or PV Fabricator
Internet Publisher Datasheets
Version information is displayed at the AutoCAD command line when you start the software. Click Help > About to display a dialog box that contains the required information.
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: CADWorx Product CADWorx Plant (Piping, Steel, HVAC) Additional Files Required by Intergraph CAS Support Email the AutoCAD model drawing (DWG) files.
If the model consists of several line numbers, indicate in the email which line numbers you are having issues with. If the model consists of many drawing files with dependent reference drawings (XREFs), use the AutoCAD ETRANSMIT command to create a ZIP file of all the drawings used in the master model.
CADWorx Plant (component data file creation) CADWorx ISOGEN
Email information about the part's dimension from the manufacturer's catalog. Email the AutoCAD model drawing (DWG) files, any isometrics generated by ISOGEN, and the ISOGEN style files.
If the model consists of several line numbers, indicate in the email which line numbers you are having issues with. The ISOGEN.FLS file located in the ISOGEN style folder lists all the files used (*.OPL, *.MLS, *.FLS, *.DDF, *.POS, *.ALT, *.DWG*.DXF, *.FDF, *.ATT). Email all files listed in the ISOGEN.FLS file, including the ISOGEN.FLS file.
Preface
CADWorx AutoISO Email the AutoCAD model drawing (DWG) files, any generated isometrics, and data file and specs used with the model.
Run the CADWorx GETALLSPECDATAFILES command to copy all specifications and data files used in the model into sub-folders under where the model drawing file is located. Zip the contents of these folders and email the ZIP file to Intergraph CAS Support. If the model consists of several line numbers, indicate in the email which line number(s) you are having issues with.
CADWorx Equipment CADWorx Equipment to PV Elite interface PV Fabricator CADWorx P&ID or CADWorx IP
Email the AutoCAD model drawing (DWG) files. Email the AutoCAD model drawing (DWG) file and PV Elite input file (*.PVI). Email the AutoCAD model drawing (DWG) files and PV Elite input file (*.PVI). Email the complete P&ID project, which includes Project.CFG, Database.TBL, Map.TBL, and all the DWG, and MDB files. Usually, all of these files are located in one folder.
If the project has many P&ID drawing files, indicate which P&ID drawings and components you are having issues with. If you are experiencing database errors, include the file [Product Folder]\P&ID\System\Sql_Error_Log.TXT. If you are emailing MDB files, use a compression utility such as WinZIP. Most email servers have restrictions on transmitting MDB attachments. If the model consists of many components, indicate in the model which components or location you are having issues with.
CADWorx Steel
Email the AutoCAD model drawing (DWG) files.
CADWorx Datasheets
Email the datasheets MDB file and any datasheet file generated (XLS).
If emailing MDB / XLS files, use a compression utility such as WinZIP. Most email servers have restrictions on transmitting MDB / XLS attachments.
Preface
CADWorx Plant to CAESAR II interface Email the AutoCAD model drawing (DWG) file and CAESAR II input file (*._A, *.C2).
Run the CADWorx GETALLSPECDATAFILES command to copy all specifications and data files used in the model into sub-folders under where the model drawing file is located. Zip the contents of these folders and email the ZIP file to Intergraph CAS Support. If the model consists of several line numbers, indicate in the email which line numbers you are having issues with.
CADWorx Design Review or CADWorx Email the AutoCAD model drawing (DWG) files. Design Create If the model consists of several line numbers, indicate in the email which line numbers you are having issues with. If the model consists of many drawing files with dependent reference drawings (XREFs), use the AutoCAD ETRANSMIT command to create a ZIP file of all drawings used in the master model. CADWorx Design Viewer Email the AutoCAD model drawing (DWG) files and the *.CDR file.
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, 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. CADWorx Steel, CADWorx Steel Professional Plus do not use the Intergraph CAS hardware lock for licensing. For more information about hardware locks, see CADWorx Hardware Lock Identification in the CADWorx Installation Guide.
What's New in CADWorx Datasheets

Version 2012 R1 (12.1) No changes were made to CADWorx Datasheets.
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 bi-directional 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. CADWorx Instrument Datasheets (on page 11) - Provides documentation for the instrument datasheets portion of CADWorx Datasheets. CADWorx Equipment Datasheets (on page 29) - Provides documentation for the equipment datasheets portion of CADWorx Datasheets. Customize the Software (on page 47) - Explains how to make format changes to the datasheet templates. A printed version of this documentation is delivered as a PDF file in the root install folder.
Introduction
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SECTION 2
CADWorx Instrument Datasheets

Instrument Index Projects
Each time you open CADWorx Instrument Datasheets, the software prompts you to create a new project or open an existing one. A project consists of a set of datasheets. When you specify that you want to create a new project, the software automatically prompts you to define information specific to the project using the Project Information dialog box. Defining all of this information is optional. However, any data that you do enter is used to automatically populate the report title and datasheet title blocks. The examples below illustrate the relationship between some of the definitions on the Project Information dialog box and the report title block.
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When you specify that you want to work with an existing project, the software opens the selected instrument index and displays its contents in a table grid on the CADWorx Instrument Datasheets dialog box, similar to the one shown in the example below.
Select Project Instrument Index

Specifies whether to create a new project or continue working with an existing project. New Index - Indicates that you want to create a new project. The software immediately prompts you to define a name and specify a location for the new project. By default, the project is saved to the [Product Folder]\P&ID\System folder. If necessary, you can navigate to an alternative location. After you specify the file name and location for the project, the software automatically opens the Project Information dialog box. Open Existing Index - Indicates that you want to open an existing project. When you select Open Existing Index, the More Files list becomes available. More Files - Lists current existing projects. Select the file name of the project with which you want to work. OK - Opens the Save Project as dialog box so you can specify a file name and location for the new project. If you are opening an existing project, clicking OK displays the contents of the selected project in the CADWorx Instrument Datasheets dialog box.
Project Information Dialog Box

Defines project-related property data. Company - Specifies the name of the company. Plant - Specifies the name of the plant to which the project belongs. Location - Specifies the location of the plant. Operating Unit - Specifies the operating unit of the plant. Contract - Specifies the contract number of the project. Default Template Folder - Defines the location where all the default templates are located. By default, this location is set to [Product Folder]\Instrument\Templates. To change this location, click Browse and navigate to an alternative location.
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Default Datasheet Folder - Defines the location where new datasheets created by CADWorx Datasheets are saved. By default, this location is set to [Product Folder]\Instrument\Datasheets. To change this location, click Browse and navigate to an alternative location. When you browse for template and datasheet folders, use the Network Neighborhood option so that the software stores the UNC path in the database. You can use a mapped drive letter if the same drive letter is used for all users on a given project. Logo file - Defines the location to the graphic file that displays in the title block of a report. Default P&ID Database - Defines the P&ID database used for the project. Click Browse to open the Locate P&ID Database dialog box and navigate to the appropriate database. Save - Saves the project information. Delete - Removes the selected user-defined property from the project information list. Browse - Opens a dialog box so that you can navigate to an alternative location or file. Browsing capabilities are enabled only for Default Template Folder, Default Datasheet Folder, Logo and Default P&ID Database. Refresh - Updates any changes made by another user if multiple users are using the same project. Exit - Closes the dialog box.
What do you want to do?

Create a new instrument index (on page 13) Open an existing instrument index (on page 14) Define project information (on page 14)
Create a new instrument index

1. Select New Index in the Select Project Instrument Index dialog box, and click OK. The software opens the Select Project Instrument Index dialog box automatically whenever you open CADWorx Instrument Datasheets. The software opens the Save Project as dialog box. 2. Navigate to the appropriate folder location and type a new for the new index in the File name box. 3. Click Save. The software saves the new index and opens the Project Information dialog box in which you can define project information.
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Open an existing instrument index

1. Click Open Existing Index in the Select Project Instrument Index dialog box. The software opens the Select Project Instrument Index dialog box automatically whenever you open CADWorx Instrument Datasheets. 2. In the More files list, select the index you want to open, and click OK. 3. In the Open project dialog box, navigate to the index and click Open. The software opens the instrument index and displays its contents in the CADWorx Instrument Datasheets dialog box.
Define project information

The software opens this dialog box automatically after you select New Index on the Select Project Instrument Index dialog box. With the exception of Default Template Folder and Default Datasheet Folder, which are required and defined by software, defining project information is optional. Some of the data you do enter, though, is used by the software to populate report and datasheet title blocks. 1. In the Project Information dialog box, click once in the Value box for the property you want to define and then type the necessary information. If you change the template folder location, make sure you also copy the templates to the new folder. 2. After you have defined the necessary project information, click Save. 3. Click Exit. The software closes the dialog box and returns to the CADWorx Instrument Datasheets dialog box so that you can begin entering index table data in the grid. 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.
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Instrument Index Table

Tag data is defined using the index table grid on the CADWorx Instrument Datasheets dialog box. An example of the dialog box, divided into its four major sections, is shown below.
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 - Instrument Index Table Grid

Displays the tags and their associated attributes that are defined in the active database. You can enter tag data into the index table by clicking in a box and typing the necessary data. There are no limits to the number of tags that the software allows. You can specify as many tags as are needed for you project.
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. Help - Displays the CADWorx Datasheets Help file. Datasheet - Specifies the type of datasheet to be used for the selected tag. Select a datasheet in the list. For more information, see Tag Datasheets (on page 19). Save - Saves the tag data to the project database.
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Delete - Removes the selected tag permanently from the project database. Refresh - Updates any changes made by another user if multiple users are using the same project database. Exit - Closes the software.
4 - Status Bar
Displays the name of the currently selected record and the active project.

Enter tag data (on page 16) Copy and paste table data (on page 17) Control the display of table columns (on page 17) Delete a record (on page 18) Export instrument tags to a CADWorx P&ID database (on page 18)
Enter tag data

1. To enter data into the instrument index table grid, do one of the following: 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 25).
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Copy and paste table data

You can copy and paste all cells of data to another row. The only exception is any cell that requires you to enter data using a drop-down list. In these instances, you must assign values to the cell manually. Using the familiar shortcut keys to copy and paste works only for text in a cell. You cannot copy or paste an entire row of information using these shortcut keys. However, the software stores into memory the last section of text that you identified to copy, which allows you to continue using Ctrl+V to paste the stored text until you use Ctrl+C to make another text selection. This is the case even if you copy a row using another copy method. 1. Right-click the row of tag data you want to copy, and select Copy. 2. Right-click the destination row, and select Paste. You cannot use Ctrl+C to copy a reference document from one record to another. If you attempt to copy using this method, the document number appears as **DELETED**. To undo changes, you must press Esc.
Control the display of table columns

You can rearrange columns to better suit your preference. For example, as you enter records into the instrument index table, you can move the Tag column to ensure that the data entered into a cell is associated with the correct tag. You can also collapse columns so that their data is not visible. Finally, you can sort column data in ascending or descending order.
Rearrange table columns

1. Click the column heading of the column you want to move and then drag the column to the new location. The software displays an outline of the column as you drag the mouse. 2. Release the mouse button to drop the column in its new location.
Collapse a table column

Right-click the column header of the column you want to collapse. To restore the column width, right-click the collapsed column. The software collapses the selected column. The example below shows the Tag column at its normal width (1) and after it has been collapsed (2).
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CADWorx Instrument Datasheets Sort column data

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.
Export instrument tags to a CADWorx P&ID database

Click Export on the CADWorx Instrument Datasheets dialog box. The software exports the instrument tag data to the database defined by Default P&ID Database in the Project Information dialog box.
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.
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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 11).
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.
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CADWorx Instrument Datasheets Datasheet Type Assignment

Any time you attempt to view the datasheet for a specified instrument and Datasheet Path in the instrument index table grid is not defined, the software immediately prompts you to assign a datasheet type by opening the Select Datasheet Type dialog box.
Saving a Datasheet as a File

When you attempt to view the datasheet for a specified instrument tag and Datasheet File Name in the instrument index table is not defined, the software immediately prompts you to specify a file name. When you save the datasheet, the default behavior of the software is to use the instrument tag number as the file name. If you use this file naming convention, be aware that the software does not automatically update the file name to reflect any subsequent changes you may make the tag number. Consequently, you must change the file name manually to match that of the updated tag number.
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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 Controller and Alarm Point Summary Installation Details Report 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.
Report Viewer Toolbar

Close Current View - Closes Report Viewer and returns to the main datasheets window. Print Report - Prints the report to the default printer. To change the target printer, you must change the default printer. Group Tree - Toggles on and off the group tree option. On several reports, tag numbers are displayed in a Group Tree window under the Preview tab. When you select a tag number, the tag number and data are instantly displayed in the report sequence. Percent View - Increases or reduces the view of the report, depending on the value you select in the zoom box. You can zoom in to get a close-up view of the report or zoom out to see more of the page at a reduced size. Previous/Next Pages - Allows you to move through the pages of the report. You can type a specific number in the Page Number box, or use the toolbar commands listed below: 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.
Index Revisions Dialog Box

Defines revision information necessary for the title block in the Instrument Index report. Revision - Defines the revision number. Date - Specifies the date of the revision. Date text is formatted according to the Region and Language settings in the Control Panel on the local computer. Description - Indicates the reason or purpose for the revision. Created By - Specifies the person who created the revision. Checked By - Specifies the person who checked the revision. Approved By - Specifies the person who approved the revision. Save - Saves the revision information. Delete - Removes the selected row from the index revision table. Refresh - Updates any changes made by another user if multiple users are using the same project. Exit - Closes the dialog box.
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CADWorx Instrument Datasheets What do you want to do?

View the Instrument Index report (on page 22) Define revision information for the Instrument Index report (on page 22) View the Controller and Alarm Point Summary report (on page 23) View installation details (on page 23) View the Maintenance report (on page 24)
View the Instrument Index report

Click Report > Index. The software opens the report in the Report Viewer and displays the date data in the fields listed below for each tag. Tag Number Loop Number Service Description Manufacturer & Model Number 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.
Define revision information for the Instrument Index report

1. Click Edit > List Revisions. Alternatively, you can press Ctrl+L. 2. In the Index Revisions dialog box, enter the necessary information and then click Save. The software saves the revision information to the active database. When you view the Instrument Index report, the revisions are displayed in the title block. 3. Click Exit to close the dialog box and return to the CADWorx Instrument Datasheets dialog box. If more than one person is using the same project, click Refresh to update any changes made by another person. To remove a row, highlight it and press Delete.
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View the Controller and Alarm Point Summary report

Click Report > Controller and Alarm Summary. The software opens the report in the Report Viewer and displays the date data in the fields listed below for each tag. Tag Number Location Instrument Type Signal Type Process Units Minimum & Maximum Process Value Process Set Point Minimum & Maximum Calibration Value Calibration Set Point Calibration Units Data displayed in this report is not grouped but is sorted by tag number.
View installation details

Click Report > Installation. The software opens the report in the Report Viewer and displays the date data in the fields listed below for each tag. Tag Number Service Description PID Number Construction Area Process Piping Detail Pneumatic Detail Support Detail Electrical Detail Purge Detail Miscellaneous Detail Data displayed in this report is not grouped but is sorted by tag number.
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View the Maintenance report

Click Report > Maintenance. The software opens the report in the Report Viewer and displays the date data in the fields listed below for each tag. Tag Number Service Description Loop Number Operating Unit Number Manufacturer & Model Number Body Material Instrument Type Equipment/Line Number Location Process Unit Area Construction Area Electrical Area Signal Type Process Controller Range Process Controller Set Point Lo Set Point Lo Lo Set Point Lo Lo Lo Set Point Calibration Controller Range Calibration Controller 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.
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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.
Documents Dialog Box

Displays information for all reference documents in the active project. You can also create a new reference document by entering additional data on the data in the Document dialog box. Document No. - Specifies the document number. When you create a new reference document, you must specify a document number. If you change a document number and the document has already been associated to a tag, the software automatically updates the tag information in the index to reflect that change. Title - Specifies the title of the reference document. Document Type - Specifies the type of reference document that you are creating. Use the list to select the document type. Document Path - Specifies the full path location of the reference document. You can type the path directly into the cell, or you can click Map and use the Locate File dialog box to browse to the folder location. Document File Name - Specifies the file name of the reference document. You can type the file name directly into the cell, or you can click Map and use the Locate File dialog box to browse to the file. Save - Saves the reference document information. Delete - Removes the selected reference document from the list and from the database. Refresh - Updates any changes made by another user if multiple users are using the same project. View - Opens the reference document you defined in Document Path and Document File Name so that it can be viewed. Both options must be defined to view a document Map - Opens the Locate File dialog box so that you can browse to the document you want to create as a reference document. After you select the file, the software automatically populates Document Path and Document File Name with the appropriate information. Exit - Closes the dialog box.
Document Management for Tag <ID> Dialog Box

Document No. - Specifies the document number of the document being referenced to the selected tag. Select a document number in the list. Only documents that have been defined for the project display in the list. Title - Specifies the title of the reference document. Document Type - Specifies the type of reference document associated with the selected tag. Path - Specifies the full path location of the reference document. File Name - Specifies the file name of the reference document. Create Doc - Opens the Reference Document Tag <ID> dialog box in which you can create a new reference document for the selected instrument tag. For more information, see Create a new reference document (on page 27). Save - Saves the reference document information.
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Delete Ref - Removes the selected reference document from the tag number. It does not remove the reference document from the active project database. Refresh - Updates any changes made by another user if multiple users are using the same project. Map - Opens the Locate File dialog box so that you can browse to the document that you want to create as a reference document. After you select the file, the software automatically populates Path and File Name with the appropriate information. View - Opens the reference document you defined in Path and File Name so that it can be viewed. Both options must be defined to view a document. Exit - Closes the dialog box.
Reference Document to Tag <ID> Dialog Box

Displays options for creating a reference between a document and an instrument tag. Document No. - Specifies the document number. When you create a new reference document, you must specify a document number. Title - Specifies the title of the reference document. Type - Specifies the type of reference document that you are creating. Use the list to select a specific type. New - Opens the New Document Type dialog box in which you can specify a new type of reference document. Path - Specifies the full path location of the reference document. You can type the path directly into the cell, or you can click Map and use the Locate File dialog box to browse to the folder location. File Name - Specifies the file name of the reference document. You can type the file name directly into the cell, or you can click Map and use the Locate File dialog box to browse to the file. Save - Saves the reference document information. Map File - Opens the Locate File dialog box so that you can browse to the document you want to create as a reference document. After you select the file, the software automatically populates Path and File Name with the appropriate information. Exit - Closes the dialog box.

View reference documents (on page 27) Create a new reference document (on page 27) Reference an existing document to a specific tag (on page 28)
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View reference documents

You can view reference documents by project or by tag.
View reference documents for the entire project

Click Document > All. The software opens the Document dialog box and displays all the reference documents in the active project. 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.
View reference documents for a specific tag

Click Document > Document Management for Tag <ID>. 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 impacts only the association between a document and an instrument tag. It does not remove the document from the project database.
Create a new reference document

Reference documents that you create at the project level and save to the active project database can be associated to specific tags on a tag-by-tag basis. Alternatively, you can create a reference document that is associated only with a specific tag.
Create a new reference document for the active project

1. Click Document > All. The software opens the Documents dialog box. 2. Use the last row in the grid to define the new reference document. To quickly define the Document Path and Document File Name, click Map and then navigate to the appropriate file. 3. Click Save. The software saves the reference document to the active project. After a document is saved, it can be associated to a specific tag. For more information, see Reference an existing document to a specific tag (on page 28).
Create a new reference document for single tag

1. Select a tag in the instrument index table and click Documents > Tag's Reference Documents. The software opens the Document Management for Tag <ID> dialog box. 2. Click Create Doc. 3. The software opens the Reference Document to Tag <ID> dialog box. 4. Define reference document properties and then click Save.
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The new reference document information is displayed for the selected tag in the Document Management for Tag <ID> dialog box.
Reference an existing document to a specific tag

1. Select a tag in the instrument index table and click Documents > Tag's Reference Documents. The software opens the Document Management for Tag <ID> dialog box. 2. Select the document number of the document you want to reference in the Document No. list. Only documents that have been defined for the project display in the list. The software populates the remainder of the dialog box with the necessary document-specific information. 3. Click Save.
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SECTION 3
CADWorx Equipment Datasheets

Equipment List Projects
Each time you open CADWorx Equipment Datasheets, the software prompts you to create a new project or open an existing one. A project consists of a set of datasheets. When you create a new project, the software automatically prompts you to define information specific to the project using the Project Information dialog box. Defining this information is optional. However, any data that you do enter is used to automatically populate the report title and datasheet title blocks. The examples below illustrate the relationship between some of the definitions on the Project Information dialog box and the report title block.
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When you work with an existing project, the software opens the selected equipment list index and displays its contents in a table grid in the CADWorx Equipment Datasheets dialog box, similar to the one shown in the example below.
Select Project Equipment List Dialog Box

Specifies whether to create a new project or continue working with an existing project. New Equipment List - Indicates that you want to create a new project. The software immediately prompts you to define a name and specify a location for the new project. By default, the project is saved to the [Product Folder] folder. If necessary, you can navigate to an alternative location. After you specify the file name and location for the project and save it, the software automatically opens the Project Information dialog box. Open Existing Index - Indicates that you want to open an existing project. When you select Open Existing Index, the More Files list becomes available. More Files - Lists all current existing projects. Select the file name of the project with which you want to work. OK - Opens the Save Project as dialog box so you can specify a file name and location for the new project. If you are opening an existing project, clicking OK displays the contents of the selected project in the CADWorx Equipment Datasheets dialog box.
Project Information Dialog Box

Defines project-related property data. Company - Specifies the name of the company. Plant - Specifies the name of the plant to which the project belongs. Location - Specifies the location of the plant. Operating Unit - Specifies the operating unit of the plant. Contract - Specifies the contract number of the project. Job Number - Specifies the number of the job. Default Template Folder - Defines the location where all the default templates are located. By default, this location is set to [Product Folder]\Equipment\Templates. To change this location, click Browse and navigate to an alternative location.
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Default Datasheet Folder - Defines the location where new datasheets created by CADWorx Datasheets are saved. By default, this location is set to [Product Folder]\Equipment\Datasheets. To change this location, click Browse and navigate to an alternative location. When you browse for template and datasheet folders, use the Network Neighborhood option so that the software stores the UNC path in the database. You can use if the same drive letter is used for all users on a given project. Default P&ID Database - Defines the P&ID database used for the project. Click Browse to open the Locate P&ID Database dialog box and navigate to the appropriate database. Save - Saves the project information. Delete - Removes the selected user-defined property from the project information list. Browse - Opens a dialog box so that you can navigate to an alternative location or file. Browsing capabilities are enabled only for Default Template Folder, Default Datasheet Folder, Logo, and Default P&ID Database. Refresh - Updates any changes made by another user if multiple users are using the same project. Exit - Closes the dialog box.

Create a new equipment list (on page 31) Open an existing equipment list (on page 32) Define project information (on page 32)
Create a new equipment list

1. Select New Equipment List in the Select Project Equipment List dialog box, and click OK. The software opens the Select Project Instrument Index dialog box automatically whenever you open CADWorx Equipment Datasheets. The software opens the Save Project as dialog box. 2. Navigate to the appropriate folder location and type a new for the new equipment list in the File name box. 3. Click Save. The software saves the new equipment list and opens the Project Information dialog box in which you can define project information.
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Open an existing equipment list

1. Click Open Existing Equipment List in the Select Project Equipment List dialog box. The software opens the Select Project Equipment List dialog box automatically whenever you open CADWorx Equipment Datasheets. 2. In the More files list, select the equipment list you want to open, and click OK. 3. In the Open project dialog box, navigate to the index, and click Open. The software opens the equipment list and displays its contents in the CADWorx Equipment Datasheets window.
Define project information

The software opens this dialog box automatically after you select New Equipment List on the Select Project Equipment List dialog box. With the exception of Default Template Folder and Default Datasheet Folder, which are required and defined by the software, defining project information is optional. Some of the data you do enter, though, is used by the software to populate report and datasheet title blocks. 1. In the Project Information dialog box, click once in the Value box for the property you want to define and then type the necessary information. If you change the template folder location, make sure you also copy the templates to the new folder. 2. After you have defined the necessary project information, click Save. 3. Click Exit. The software closes the dialog box and returns to the CADWorx Equipment Datasheets dialog box so that you can begin entering equipment list data in the grid. 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.
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Equipment List Table

Equipment numbers are defined using the equipment list table grid on the CADWorx Equipment Datasheets dialog box. An example of the window, divided into its five major sections, is shown below.
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.
3 - Equipment List Table Grid

Displays the equipment numbers and their associated attributes that are defined in the active database. You can enter equipment numbers data into the equipment list table by clicking in a box and typing the necessary data. There are no limits to the number of equipment numbers that the software allows. You can specify as many as are needed for your project.
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 37). Save - Saves the tag data to the project database.
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Delete - Removes the selected equipment tag permanently from the project database. Refresh - Updates any changes made by another user if multiple users are using the same project database. Exit - Closes the software. 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. Help - Displays the CADWorx Datasheets Help file.
5 - Status Bar
Displays the name of the currently selected record and the active project.

Enter equipment numbers (on page 34) Copy and paste table data (on page 17) Control the display of table columns (on page 35) Delete a record (on page 18) Export equipment numbers to a CADWorx P&ID database (on page 36)
Enter equipment numbers

1. To enter data into the equipment list table grid, do one of the following: 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. 2. After the data is entered, click Save to write the new data to the active project database. 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.
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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 41).
Copy and paste table data

You can copy and paste all cells of data to another row. The only exception is any cell that requires you to enter data using a drop-down list. In these instances, you must assign values to the cell manually. Using the familiar shortcut keys to copy and paste works only for text in a cell. You cannot copy or paste an entire row of information using these shortcut keys. However, the software stores into memory the last section of text that you identified to copy, which allows you to continue using Ctrl+V to paste the stored text until you use Ctrl+C to make another text selection. This is the case even if you copy a row using another copy method. 1. Right-click the row of tag data you want to copy, and select Copy. 2. Right-click the destination row, and select Paste. You cannot use Ctrl+C to copy a reference document from one record to another. If you attempt to copy using this method, the document number appears as **DELETED**. To undo changes, you must press Esc.
Control the display of table columns

You can rearrange columns to better suit your preference. For example, as you enter equipment numbers into the equipment list table, you can move the EquipNo column to ensure that the data entered into a cell is associated with the correct equipment number. You can also collapse columns so that their data is not visible. Finally, you can sort column data in ascending or descending order.
Rearrange table columns

1. Click the column heading of the column you want to move and then drag the column to the new location. The software displays an outline of the column as you drag the mouse. 2. Release the mouse button to drop the column in its new location.
Collapse a table column

Right-click the column header of the column you want to collapse. To restore the column width, right-click the collapsed column.
Sort column data

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.
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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.
Export equipment numbers to a CADWorx P&ID database

Click Export on the CADWorx Equipment Datasheets dialog box. The software exports the equipment list data to the database defined by Default P&ID Database in the Project Information dialog box.
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.
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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 29).
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.
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CADWorx Equipment Datasheets Datasheet Type Assignment

Any time you attempt to view the datasheet for a specific equipment number and Datasheet Path in the equipment list table is not defined, the software immediately prompts you to assign a datasheet type by opening the Select Datasheet Type dialog box.
Saving a Datasheet as a File

When you attempt to view the datasheet for a specified equipment number and Datasheet File Name in the equipment list table grid is in not defined, the software immediately prompts you to specify a file name. When you save the datasheet, the default behavior of the software is to use the equipment number as the filename. If you use this file naming convention, be aware that the software does not automatically update the filename to reflect any subsequent changes you may make the equipment number. Consequently, you must change the filename manually to match that of the updated equipment number.
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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.
Report Viewer Toolbar

Close Current View - Closes Report Viewer and returns to the main datasheets window. Print Report - Prints the report to the default printer. To change the target printer, you must change the default printer. Group Tree - Toggles on and off the group tree option. On several reports, tag numbers are displayed in a Group Tree window under the Preview tab. When you select a tag number, the tag number and data are instantly displayed in the report sequence. Percent View - Increases or reduces the view of the report, depending on the value you select in the zoom box. You can zoom in to get a close-up view of the report or zoom out to see more of the page at a reduced size. Previous/Next Pages - Allows you to move through the pages of the report. You can type a specific number in the Page Number box, or use the toolbar commands listed below: Go to First Page Go to Previous Page
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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.
Equipment List Revisions Dialog Box

Defines revision information necessary for the title block in the Equipment List report. Revision - Defines the revision number. Date - Specifies the date of the revision. Date text is formatted according to the Region and Language settings in the Control Panel on the local computer. Description - Identifies the reason or purpose for the revision. Created By - Specifies the person who created the revision. Checked By - Specifies the person who checked the revision. Approved By - Specifies the person who approved the revision. Save - Saves the revision information. Delete - Removes the selected row from the index revision table. Refresh - Updates any changes made by another user if multiple users are using the same project. Exit - Closes the dialog box.

View the Equipment List report (on page 40) Define revision information (on page 41)
View the Equipment List report

Click Report > Equipment List. The software opens the report in the Report Viewer and displays the date data in the fields listed below for each tag. Equipment Tag Number Name/Service Manufacturer & Model Number PFD Number PID Number Design Conditions Capacity/Duty/Etc Mat'l of Construction Dimensions Spec Number Orientation PO Number Remarks
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Define revision information

1. Click Edit > Equipment List Revisions. Alternatively, you can press Ctrl + L. 2. In the Equipment List Revisions dialog box, enter the necessary information and click Save. The software saves the revision information to the active database. When you view the Equipment List report, the revisions are displayed in the title block. 3. Click Exit to close the dialog box and return to the CADWorx Equipment Datasheets dialog box. If more than one person is using the same project, click Refresh to update any changes made by another project member. To remove a row, highlight it and press Delete.
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.
Documents Dialog Box

Displays information for all reference documents in the active project. You can also create a new reference document by entering additional data on the data in the Document dialog box. Document No. - Specifies the document number. When you create a new reference document, you must specify a document number. If you change a document number and the document has already been associated to a tag, the software automatically updates the tag information in the index to reflect that change. Title - Specifies the title of the reference document. Document Type - Specifies the type of reference document that you are creating. Use the list to select the document type. Document Path - Specifies the full path location of the reference document. You can type the path directly into the cell, or you can click Map and use the Locate File dialog box to browse to the folder location. Document File Name - Specifies the file name of the reference document. You can type the file name directly into the cell, or you can click Map and use the Locate File dialog box to browse to the file. Save - Saves the reference document information. Delete - Removes the selected reference document from the list and from the database. Refresh - Updates any changes made by another user if multiple users are using the same project. View - Opens the reference document you defined in Document Path and Document File Name so that it can be viewed. Both options must be defined to view a document Map - Opens the Locate File dialog box so that you can browse to the document you want to create as a reference document. After you select the file, the software automatically populates Document Path and Document File Name with the appropriate information. Exit - Closes the dialog box.
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CADWorx Equipment Datasheets Document Management for Equipment <Equipment Number> Dialog Box
Document No. - Specifies the document number of the document being referenced to the selected equipment number. Select a document number in the list. Only documents that have been defined for the project display in the list. Title - Specifies the title of the reference document. Document Type - Specifies the type of reference document associated with the selected equipment number. Path - Specifies the full path location of the reference document. File Name - Specifies the file name of the reference document. Create Doc - Opens the Other Documents for <Equipment Number> dialog box in which you can create a new reference document for the selected equipment number. For more information, see Create a new reference document (on page 27). Save - Saves the reference document information. Delete Ref - Removes the selected reference document from the equipment number. It does not remove the reference document from the database. Refresh - Updates any changes made by another user if multiple users are using the same project. Map - Opens the Locate File dialog box so that you can browse to the document that you want to create as a reference document. After you select the file, the software automatically populates Path and File Name with the appropriate information. View - Opens the reference document defined by Path and File Name. You must define both the Path and File Name properties to view a document, Exit - Closes the dialog box.
Other Documents for Equipment <Equipment Number>

Displays options for creating a reference between a document and an equipment number. Document No. - Specifies the document number. When you create a new reference document, you must specify a document number. Title - Specifies the title of the reference document. Type - Specifies the type of reference document that you are creating. Use the list to select a specific type. New - Opens the New Document Type dialog box in which you can specify a new type of reference document. Path - Specifies the full path location of the reference document. You can type the path directly into the cell, or you can click Map and use the Locate File dialog box to browse to the folder location. File Name - Specifies the file name of the reference document. You can type the file name directly into the cell, or you can click Map and use the Locate File dialog box to browse to the file. Save - Saves the reference document information. Map File - Opens the Locate File dialog box so that you can browse to the document you want to create as a reference document. After you select the file, the software automatically populates Path and File Name with the appropriate information. Exit - Closes the dialog box.
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CADWorx Equipment Datasheets What do you want to do?

View reference documents (on page 43) Create a new reference document (on page 44) Reference an existing document (on page 45)
View reference documents

You can view reference documents by project or by tag.
View reference documents for the entire project

Click Document > All. The software opens the Document dialog box and displays all the reference documents in the active project. 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.
View reference documents for a specific equipment number

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.
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Create a new reference document

Reference documents that you create at the project level and save to the database can be associated to specific equipment numbers on an item-by-item basis. Alternatively, you can create a reference document that is associated only with a specific equipment number.
Create a new reference document for the active project

1. Click Document > All. The software opens the Documents dialog box. 2. Use the last row in the grid to define the new reference document. To quickly define the Document Path and Document File Name, click Map and then navigate to the appropriate file. 3. Click Save. The software saves the reference document to the active project. After a document is saved to the project database, it can be associated to a specific tag. For more information, see Reference an existing document (on page 45).
Create a reference document for a specific equipment number

There are two methods you can use to create a reference document for a specific equipment number. Method 1: 1. Select an equipment number in the equipment list table, and click Documents > <Equipment Number> Documents > Other Documents. The software opens the Document Management for Equipment <Equipment Number> dialog box. 2. Click Create Doc. 3. The software opens the Other Documents for Equipment <Equipment Number> dialog box. 4. Define reference document properties as needed and then click Save. The new reference document information is displayed for the selected tag in the Document Management for Equipment <Equipment Number> dialog box. 5. Click Exit to return to the CADWorx Equipment Datasheets dialog box. Method 2: 1. Select an equipment number in the equipment list table. 2. Click Documents > <Equipment Number> Documents and then select the type of reference document you want to create. The software prompts you to define a document number for the document type you selected. 3. Type the document number for the new reference document, and click OK. The software opens the Locate File for <Document Number> dialog box. 4. Navigate to the file that you want to associate to the new document and then click Save. The software maps the document file, saves the document to the equipment number, and opens the referenced document for viewing. Alternatively, you can click Cancel to save the document number to the equipment number without mapping the file so it can be viewed.
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5. After viewing the document, close it to return to the CADWorx Equipment Datasheets main window.
Reference an existing document

1. Select an equipment number in the equipment list table, and click Documents > <Equipment Number> Documents > Other Documents. The software opens the Document Management for Equipment <Equipment Number> dialog box. 2. Select the document number of the document you want to reference in the Document No. list. Only documents that have been defined for the project display in the list. The software populates the remainder of the dialog box with the necessary document-specific information. 3. Click Save.
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SECTION 4
Customize the Software

Customization allows you to modify and enhance the software to meet your specific needs. For example, you can make any necessary format changes to the datasheet templates and still retain the integrity of the software. Changing the cell address for the input cells can compromise the mapping of the index information to the input cells. Change instrument index / equipment list table column headings - Column headings that appear in the index table or equipment list grid can be changed using the FormColumnNames table in the Index.mdb file. In the grid, select Refresh to update the display of the column headings. The instrument Index.mdb file is delivered to the [Product Folder]\CADWorx Datasheets\Instrument folder during installation of the software; the equipment Index.mdb file is delivered to the [Product Folder]\CADWorx Datasheets\Equipment folder Un-protect datasheets - All datasheet controls are protected. The password is blank. If you need to move any of the datasheet controls, such as the shapes for checkboxes, or change out the company logo, ensure that you re-protect the datasheets afterwards so that the controls cannot be inadvertently moved or deleted. Create an Index / Equipment List report - The Instrument Index and Equipment List reports delivered with the software are written using Crystal Reports. Optionally, you can write an index or equipment list report in the Index.mdb file, presuming you have a full version of Microsoft Access installed on the local computer. Any reports written in Access must be run outside of CADWorx Datasheets. Add a new datasheet template - To accommodate the addition of new template, the following three tables in the Index.mdb file need to be modified: DatasheetType, DtShtFieldName, and DtShtWorksheets. 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. Save and exit the Index.mdb file.
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Customize the Software

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 <Template File Name> Properties dialog box as shown in the example below.
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Index
C
CADWorx Equipment Datasheets 29 CADWorx Instrument Datasheets 11 Control the display of table columns 17, 35 Conventions 5 Copy and paste table data 17, 35 Create a new equipment list 31 Create a new instrument index 13 Create a new reference document 27, 44 Customize the Software 47 Reference an existing document to a specific tag 28 Reference Documents 25, 41 Reports 21, 39
T
Tag Datasheets 19 Technical Support 5
V
View installation details 23 View reference documents 27, 43 View the Controller and Alarm Point Summary report 23 View the Equipment List report 40 View the Instrument Index report 22 View the Maintenance report 24
D
Define project information 14, 32 Define revision information 41 Define revision information for the Instrument Index report 22 Delete a record 18, 36
E
Enter equipment numbers 34 Enter tag data 16 Equipment Datasheets 37 Equipment List Projects 29 Equipment List Table 33 Export equipment numbers to a CADWorx P&ID database 36 Export instrument tags to a CADWorx P&ID database 18
W
What's New in CADWorx Datasheets 8
I
Instrument Index Projects 11 Instrument Index Table 15 Introduction 9
O
Open an existing equipment list 32 Open an existing instrument index 14
P
Preface 5
R
Reference an existing document 45
49

Cad Wor X Data Sheets User Guide

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CADWorx

Datasheets User's Guide

Version 2012 R1 (12.1) November 2011 DICAS-PE-200001A

U.S. Government Restricted Rights Legend

Warranties and Liabilities

CADWorx Datasheets User's Guide

CADWorx Datasheets User's Guide

CADWorx Datasheets User's Guide

Internet Publisher Datasheets

CADWorx Plant (component data file creation) CADWorx ISOGEN

CADWorx Datasheets User's Guide

Email the AutoCAD model drawing (DWG) files.

CADWorx Datasheets User's Guide

What's New in CADWorx Datasheets

CADWorx Datasheets User's Guide

CADWorx Datasheets User's Guide

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

Select Project Instrument Index

Project Information Dialog Box

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

What do you want to do?

Create a new instrument index

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

Open an existing instrument index

Define project information

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

Instrument Index Table

2 - Instrument Index Table Grid

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

What do you want to do?

Enter tag data

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

Copy and paste table data

Control the display of table columns

Rearrange table columns

Collapse a table column

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets Sort column data

Export instrument tags to a CADWorx P&ID database

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets Datasheet Type Assignment

Saving a Datasheet as a File

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets

Report Viewer Toolbar

Index Revisions Dialog Box

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets What do you want to do?

View the Instrument Index report

Define revision information for the Instrument Index report

CADWorx Datasheets User's Guide

CADWorx Instrument Datasheets