Professional Documents
Culture Documents
06 / 2006
Table of Contents
Table of Contents
Introduction........................................................................................... 3
User's Comments .............................................................................. 3
Comments on Examples................................................................... 4
Comments on Usage Instructions ................................................... 5
Starting EPLAN PPE ............................................................................. 6
Using Toolbars...................................................................................... 7
Hiding / Revealing Toolbars ............................................................. 7
Editing and Managing Projects............................................................ 8
Opening a Project.............................................................................. 9
Displaying Project Data .................................................................. 10
Closing a Project ............................................................................. 11
Creating a Project from a Basic Project ........................................ 11
Editing Project Properties .............................................................. 12
Creating a PPE Project from a Project Template .......................... 13
Checking or Changing a Master Data Library ............................... 17
Creating and Managing the Plant Structure...................................... 19
Creating Plant Levels ...................................................................... 20
PCT Loop - Creating a Loop ........................................................... 24
PCT Loop - Creating a Consumer .................................................. 27
Creating a PCT Loop Function ....................................................... 28
Creating a PCT Loop Element ........................................................ 29
Editing and Managing Properties ...................................................... 31
Specifying Property Groups ........................................................... 32
Creating a Property ......................................................................... 33
Copying a Property into a Project.................................................. 35
Predefining Values .......................................................................... 36
Preselecting Properties .................................................................. 37
Managing and Grouping Loop Properties ..................................... 38
Editing Loop Properties.................................................................. 39
Table of Contents
Editing and Managing Device Specifications ................................... 41
Creating a Specification.................................................................. 41
Assigning a Specification to a PCT Loop Element ....................... 43
Editing and Managing Orders ............................................................ 45
Creating an Order............................................................................ 45
Assigning an Order ......................................................................... 46
Editing and Managing PCT Forms..................................................... 48
Opening a Form............................................................................... 49
Importing a Form............................................................................. 49
Creating a Form............................................................................... 49
Closing and Saving a Form ............................................................ 50
Creating a Form for a Data Sheet................................................... 51
Creating a Form for a Data List ...................................................... 54
Generating Temporary Project Reports ............................................ 57
Generating a Temporary Data Sheet.............................................. 57
Generating a Temporary Data List ................................................. 59
Creating and Managing Documents .................................................. 61
Creating a Data Sheet Document ................................................... 61
Creating a Data List Document ...................................................... 63
Tabular Editing of Project Data.......................................................... 66
Generating an Editable PPE List .................................................... 66
Editing and Managing Hook-ups ....................................................... 70
Creating a Hook-up ......................................................................... 70
Assigning a Hook-up to a PCT Loop Element............................... 73
Introduction
Introduction
Dear users,
The team at EPLAN Software & Service GmbH & Co. KG are pleased to
welcome you as a new user.
This Manual is intended for those who have no previous knowledge of
the new version of EPLAN PPE. It will allow you to become familiar with
the basic functions of EPLAN PPE.
Since this documentation is conceived as an introduction to EPLAN PPE,
many of the more complex functions and relationships are not discussed.
These details are covered in our seminars, which also provide assistance for your individual and company-specific tasks. To make full use of
the functions and possibilities offered by the system, we recommend taking part in our seminar program.
The program provides an extensive online help system. In addition to
conceptual information and dialog descriptions, here you will also find
"step-by-step" instructions for most program functions. The "Proceed as
Follows" section of the operating information gives you step-by-step instructions for using the program. Once you have started the program and
require information on a particular dialog you can then call up the appropriate help by simply pressing the [F1] key.
User's Comments
Before you begin reading, please note the following symbols and styles
used in this handbook:
Text preceded by this image contains extra Notes.
Useful Tips to facilitate your interaction with the program are presented after this image.
Examples are highlighted by this graphical symbol.
User interface elements are marked in bold so they can immediately
be located in the text.
Introduction
Italic text provides particularly important information that you should
definitely pay attention to.
Directory names and direct input (among other things) are displayed in
a non-proportional font.
Function keys, keyboard keys, and buttons within the program are
shown in brackets (e.g., [F1] for the "F1" function key).
To improve readability we make frequent use of "Menu paths" in this
document (e.g., Help > Contents). In order to find a particular program function, the menus and options shown in a menu path must be
selected in the sequence shown. For example, the menu path mentioned above calls up the EPLAN help system.
The operating information provides step-by-step instructions for reaching specific targets, and in many places, after the right-arrow symbol
you'll also find the program's reaction to your action.
In combination with settings or fields (e.g., check boxes) which can
only be switched on or off, in this document we often use the term "activate" (after which the setting is active ) and "deactivate" (after
which the setting is inactive ).
Comments on Examples
If you follow the steps in the following chapters and run the examples,
then you will slowly create a small practice project and use it to generate
reports. The examples build on each other. In order to successfully follow
the examples, we assume that you have already installed EPLAN and
that you have the necessary software protection and license.
All settings can be made at a central location in the program (in the Options menu, under the Settings menu item). For the practice project, we
used the standard settings of the project template used. Don't change
these settings while working with the practice project, otherwise you may
see different results.
Introduction
Using Toolbars
Using Toolbars
What is the EPLAN PPE toolbar?
Toolbars contain buttons with icons. When you click an icon, this directly
opens or closes a dialog. Several toolbars are visible when you first start
the program, e.g., the EPLAN PPE toolbar. The following table shows
the buttons in the EPLAN PPE toolbar.
Button Opens / Closes
Meaning
Document navigator
Specifications dialog
Here you edit and manage the project specifications and master data
specifications for devices.
Hook-up dialog
Orders dialog
What is a P8 project?
A P8 project is a project that you have created in EPLAN Electric P8. It is
an EPLAN project without PPE elements. You can open any P8 project
in EPLAN PPE and add PPE functionality to it. If you have licensed
EPLAN Electric P8 together with EPLAN PPE, then you can also create
a PPE project directly in EPLAN Electric P8.
Meaning
You load all the project-specific settings and all project data (e.g., documents, forms, and the objects in
the plant structure) from the basic
project.
Meaning
Opening a Project
After installation, the standard directory for projects contains the EPLAN
demo projects. You open PPE projects and P8 projects in the same
manner.
1. Select the menu items Project > Open.
The standard directory for projects is already pre-defined in the
Open project dialog.
2. In the File type field, select the entry Editable EPLAN projects
(*.elk, *.ell).
3. Select the desired project.
Closing a Project
1. Select the name of the project in the Functional view - <project
name> navigator dialog.
2. Select the menu items Project > Close.
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(New).
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(New).
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Example / Defaults
Project level
Project name
Plant level 1
Works
Plant level 2
Complex
Plant level 3
Plant
Plant level 4
System part
Plant level 5
Plant section
Meaning
PCT loop
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Meaning
The PCT loop function describes a subfunction of the PCT loop. It is either a loop
or a consumer function.
Signal
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4. Click [OK].
Plant level 1 is created.
5. To open the functional view editor, select the menu items Project >
PPE > Functional view (editing).
6. Select plant level 1.
7. In the Plant properties dialog, select the Plant tab.
8. Enter a suitable remark for plant level 1 into the Remarks field.
Example:
Enter Plant 1.
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Tip:
You can also create plant levels by copying and inserting existing plant
sections via the popup menu. In the process, you can decide whether
PCT loops are also copied.
7. Click [OK].
The loop is inserted into the plant structure.
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6. Click [OK].
The consumer is inserted into the plant structure.
EPLAN PPE Getting Started
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Meaning
User-defined properties
Status
Meaning
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Status
Meaning
Tip:
In the detailed planning phase, you can place PPE default properties in
EPLAN Electric P8 schematics. This allows you to display information
from the instrumentation and measurement technology in the electrotechnical documentation.
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Creating a Property
Project > PPE > Properties > Edit
1. In the Edit properties <project name dialog, click the Property
field.
2. Select Popup menu > New.
3. Enter the name of the new property.
Example:
Enter Components corrosive.
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5. To use an existing property, select the existing property in the Similar properties field and click [Use].
No new property is created.
6. To create the new property, click [Create].
Example:
Create the new property Components corrosive. Click [Create].
The property is created and is automatically present in the current
project.
The property is available project-wide in all PCT objects, forms,
and documents.
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Predefining Values
You can predefine default values for properties. Once you have used the
functional view editor to define the additional properties for the plant object then you can access these predefined values.
Project > PPE > Properties > Edit
1. To edit a property, select a property in the Property field of the Edit
properties (<project name>) dialog.
2. Click in the Value range field.
3. Enter a value and press [ENTER].
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Preselecting Properties
Properties are grouped into property groups. In order to group properties
you must preselect them for the property groups.
Project > PPE > Properties > Edit
EPLAN PPE Getting Started
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Creating a Specification
When you create a specification, you can specify a device type and part
in addition to the procedural properties. Device types are defined and
managed in the master data library. Parts are created and managed in
the parts manager.
Project > PPE > Specifications
Creating a Specification
1. Select the Project option in the Specification from group box.
2. Click
(New).
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Assigning Parts
1. To select parts for the specification, click
field.
In the Part selection dialog, the parts from the parts database
that you selected using Options > Settings > User > Management
> Parts management are displayed.
2. Select a part in the Tree tab of the Part selection dialog.
3. Check the properties of the part shown in the right side of the dialog.
4. To accept the part, click [OK].
The part is entered in the Part field.
5. Select other parts in the same way.
6. To specify the quantity for a selected part, click the Number of units/
quantity column and enter the quantity.
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Defining Properties
1. To enter the sales price of all selected parts in the Sales price field
in line with the quantity displayed, click [Calculate].
2. To specify procedural properties for the specification, double-click
the Properties column and then click [...].
3. Select a property in the Select dialog and click [OK].
4. Enter a value in the Value field.
5. To select a predefined value, click [...] in the Value column.
6. Select a value in the Select dialog and click [OK].
The value is entered.
7. Specify other properties and values in the same way.
8. Click [Close].
The specification is displayed in the Specifications dialog and is
available in the project.
9. Click [OK].
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Creating an Order
You can create an order by entering various order properties. If you wish
to assign a PCT loop to one of several existing orders, the "Order designation", "Customer", and "Remark" properties are displayed when the
relevant order is selected.
Project > PPE > Orders
1. In the Orders dialog, click
(New).
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Assigning an Order
You can assign an order to each individual PCT loop.
Project > PPE > Functional view navigator > Tree tab.
1. Select a PCT loop in the Functional view <project name> dialog.
Example:
Select the PCT loop TRCA+ 945.
2. Select the menu items Project > PPE > Functional view (editing).
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Meaning
Placeholder
Table
A table contains one or more placeholders, formatting and structure elements. The placeholders are
filled with project data when a report is generated.
The formatting and structure elements remain unchanged.
Text
Line
Circle
A circle is a formatting and structure element. Circles are not changed when a report is generated.
Opening a Form
Project > PPE > Documents
1. Select the Forms tab.
All forms that you have loaded from the project template or the
basic project are displayed.
2. Double-click a form.
The form opens in the graphical editor.
Importing a Form
If your project does not contain any forms, you can subsequently import
forms into your project. This can occur if (e.g) you have used a basic project without forms or you have not loaded forms from the project template
when you created your project. As standard, PPE forms are located in
the directory Forms\<Company Code>\PPE.
Project > PPE > Documents
1. Select the Forms tab.
2. Select your project.
3. Click [Import].
4. The standard directory for PPE forms is displayed in the Import form
dialog.
5. Select a form *.ewf, and click [Open].
The form is displayed in the Forms tab and is available in the project.
Creating a Form
All forms that you create in the form navigator are automatically part of
the project. Each form is based on a report type. The report type allows
project data of the same type to be output.
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Copying a Form
1. Select the Forms tab.
2. Select a data sheet form.
Example:
Select the form "PCT Loop Sheet".
3. Select Popup menu > Copy.
4. Select Popup menu > Paste.
5. Enter a name for the form.
Example:
Enter Practice-PCT Loop Sheet.
The form is copied into the project.
6. Double-click the copied form.
The form opens in the graphical editor.
7. To enlarge the view of the form, click
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3. Click [OK].
The text is placed on the form.
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Copying a Form
1. Select the Forms tab.
2. Select a data list form.
Example:
Select the form "PCT loop list".
3. Select Popup menu > Copy.
4. Select Popup menu > Paste.
5. Enter a name for the form.
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Editing a Table
1. To change the text in column headings, double-click the heading
text.
2. Enter the changed text into the Text field of the Edit text element
dialog.
Example:
Double-click the column header "PI" or another one. In the Edit text
element dialog, change the existing text to Measurand.
3. Click [OK].
4. To change the placeholder belonging to a table column, double-click
any desired column.
The Set up table dialog opens.
A placeholder is displayed for each table column in the Columns
field.
5. Select the placeholder you wish to change.
Example:
You have renamed the "PI" column to "Measurand". You now wish to
change the associated placeholder. Double-click a column in the
form. In the Set up table dialog, in the Columns field, select the placeholder "Plants->PI-overall code".
6. In the Columns group box, click [...] next to the Column name field.
7. Select a property in the subsequent dialog.
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8. Click [OK].
9. To close and save the form, click
editor.
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5. Click [OK].
Temporary reports are generated.
The data sheet of the first plant object is displayed in the graphical
editor. The sorting defines which plant object is the first one.
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2. To open a specific page in the data list, click Popup menu > Go to
(graphic / page / document).
3. Enter a page number into the subsequent dialog and click [OK].
The specified page is displayed in the graphical editor.
4. To close temporary reports, click
editor.
Tip:
You can store the standard filtering and sorting settings in the form by
selecting Popup menu > Filter & sorting. In the Filter and sorting dialog, define the filter and sorting criteria for the form and click [OK].
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Select form
1. Select the Forms tab.
2. Select a form.
Example:
Select the form "Practice PCT loop sheet".
3. Select Popup menu > Generate report.
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Generating a Document
1. Click [OK].
2. Click [Yes] in the EPLAN PPE message dialog.
The documents are generated.
3. Select the Documents tab.
4. Press [F5] to update the view.
The documents are displayed in the Documents tab.
Example:
If you have not specified a filter, a PCT loop sheet is displayed for
every PCT loop in the project.
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Select a Form
1. Select the Forms tab.
2. Select a form.
Example:
Select the form "Practice PCT loop list".
3. Select Popup menu > Generate report.
2. In the Define filter dialog, click [...] next to the Property field.
3. Select a property in the Properties dialog.
Example:
In the folder "Properties > PCT loops", select the property "Measurand".
4. Click [OK].
5. Select an entry from the Operator drop-down list in the Define filter
dialog.
Example:
Select the operator =.
Depending on the selected property, all values present in the project are displayed in the Value drop-down list.
6. Select a value in order to filter according to a particular value.
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Generating a Document
1. Click [OK].
2. To directly generate all pages, click [Yes] in the EPLAN PPE message dialog.
The documents are generated.
3. Select the Documents tab.
4. Press [F5] to update the view.
The documents are displayed in the Documents tab.
Example:
The PCT loop list "PCT Loops - Re-design Splitting Plant" is displayed with page 1. To open the PCT loop list, double-click page 1.
The PCT loop list contains only those PCT loops having the measurand "T". The PCT loops are displayed sorted by their number.
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Setting Up a List
1. Select the required report type from the Report type drop-down list.
Example:
Select the report type "PCT loops".
2. Enter the number of table columns into the Number field.
A column header placeholder for every column is entered into the
Columns field.
Example:
Enter the value 3. The placeholders Column 1, Column 2, Column
3 are entered.
3. To define a column header, select an entry in the Columns field.
Example:
Select the entry "Column 1".
4. Click [...] next to the Name field.
5. Select a property in the Select property dialog and click [OK].
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3. In the Define filter dialog, click [...] next to the Property field.
4. Select a property in the Properties dialog.
Example:
In the folder "Properties > PCT loops", select the property "Measurand".
5. Click [OK].
6. Select an entry from the Operator drop-down list in the Define filter
dialog.
Example:
Select the operator =.
Depending on the selected property, all values present in the project are displayed in the Value drop-down list.
EPLAN PPE Getting Started
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Generating a List
1. Click [Generate].
The project data is output in tabular form in the Edit list dialog.
Grayed out properties are write-protected.
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Creating a Hook-up
The easiest way to create a hook-up is to copy a hook-up from the master data library delivered with the system and then modify it to suit your
needs. You can create a mounting diagram by assigning a page macro
to the hook-up.
Project > PPE > Hook-ups
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(New).
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(Move up),
(Move down),
(Move to the end).
Example:
Select the tab = Plant. Select the structure identifier HOOKUPS. Click
(Move to the end). Select the tab + Mounting location. Select
the structure identifier T. Click
(Move to the end).
11. Click [OK].
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