Introduction%20to%20Project%20Engineering%20Tools

1
Introduction to Project Engineering Tools
2
Overview

• The Project Engineering Tools (PET) program is
  designed to perform activities and produce
  documents for instrumentation, electrical and
  mechanical engineers and designers in the oil
  gas, power and chemical industries.
• Project Engineering Tools was originally named
  Instrument Master. The name was changed to
  reflect the programs change in focus from solely
  instrument engineering and design to overall
  project engineering and design.

3
Program Evolution

• The roots of Project Engineering Tools go back to
  a series of HP-41C calculator programs for
  control valves, relief valves, and orifice plates
  in 1980.
• These programs were migrated to the IBM PC
  platform in 1982.
• An organized (DOS based) program was developed in
  1985. This program had an Instrument Index,
  process data for simple fluids, calculations,
  data sheets (40), and a DCS I/O List. There were
  no instrument design capabilities at this time.

4
Program Evolution (continued)

• In 1995 instrument design capabilities were added
  in the form of Cable Schedules and Cable
  Termination Sheets. This allowed for the
  development of data tables for instrument loop
  drawings. Using these data tables it was
  possible to use AutoCad scripts to auto generate
  instrument loop drawings. This was a huge
  timesaving element.
• Instrument Master was ported from DOS to a
  Windows environment in 1997.

5
Program Evolution (continued)

• Used on over 350 projects so far.
• Largest project to date Shell Perdido Project,
  2009. Over 26,000 instrument tags.

6
Program Components

• Mechanical Equipment List
• Line List
• Valve List
• Speciality Items List
• Instrument Index
• P ID Interface
• Calculations for Control Valves, Relief Valves,
  Orifice Plates, Venturi Tubes, and Thermowells
• Data Sheets for over 80 instrument categories
• Material Requisitions

7
Program Components (continued)

• Alarm List
• Instrument Tubing Schedule
• DCS/PLC I/O List
• Cable Schedule
• Cable Termination Sheets
• Raceway Schedule
• Panel Terminations
• Instrument Loop Drawings
• Instrument Installation Detail Drawings

8
Program Components (continued)

• Electrical Motor Schematics
• Electrical Load List
• Electrical Installation Drawings
• Electrical Equipment List
• Queries
• Documents
• View/Plot Drawings
• SAFE Chart
• Project Administration
• System Administration

9
Multi-Discipline Capabilities

• Project Engineering Tools started out as a tool
  to aid instrument engineers and designers. Over
  the years it has evolved to add capabilities for
  electrical and mechanical engineers.

10
Instrument Engineering Design Components

• Instrument Index
• P ID Interface
• Calculations for Control Valves, Relief Valves,
  Orifice Plates, Venturi Tubes, and Thermowells
• Data Sheets for over 80 instrument categories
• Material Requisitions
• SAFE Chart

11
Instrument Engineering Design Components
(continued)

• Alarm List
• Instrument Tubing Schedule
• DCS/PLC I/O List
• Cable Schedule
• Cable Termination Sheets
• Raceway Schedule
• Panel Terminations
• Instrument Loop Drawings
• Instrument Installation Detail Drawings

12
Electrical Engineering Design Components

• Cable Schedule
• Cable Termination Sheets
• Raceway Schedule
• Panel Terminations
• Electrical Motor Schematics
• Electrical Load List
• Electrical Installation Drawings
• Electrical Equipment List
• Voltage Drop Calculations

13
Mechanical Engineering Design Components

• Mechanical Equipment List
• Line List
• Valve List
• Speciality Items List

14
Program Components (Common)

• Queries
• Documents
• View/Plot Drawings
• Project Administration
• System Administration

15
Advantages

• Data entry is performed only once and stored in
  database format in only one place. Data
  redundancy is eliminated.
• A change in the Instrument Index is immediately
  reflected in all downstream documents such as
  calculations and data sheets.
• Popup windows for data entry are available
  throughout the program, allowing for consistent
  data entry throughout the project databases.
• All functions are menu driven using standard
  Microsoft Windows conventions.
• Each project may be customized to meet the
  requirements of the project.

16
Advantages (continued)

• The program is completely network compatible.
  Multiple users can safely access the same
  databases simultaneously.
• The program has a controlled access environment.
  Unauthorized users cannot access or manipulate
  database information. The security levels are
  flexible and assignable under Project Engineering
  Tools program control. Access to different parts
  of the program is completely configurable by the
  System Administrator of the program, or Project
  Administrator of the project. As an example, it
  might be desired to give read-only privileges to
  certain users. This is done on a individual job
  and individual document basis.

17
Data Import / Export

• Data can easily be imported/exported to/from the
  Project Engineering Tools program. These
  following formats are supported
• Microsoft SQL Server
• Microsoft Access
• Microsoft Excel
• PDF (Portable Document Format)
• HTML (Hypertext Markup Language)
• RTF (Rich Text Format)
• Optional
• IBM DB2
• Oracle
• Sybase Adaptive Server Anywhere
• All ODBC (Open DataBase Connectivity) compliant
  databases

18
Reporting

• Clear and concise reports are built in to the
  program for all activities.
• Where issued documents are involved, such as the
  Instrument Index, calculations, data sheets, and
  others, all changes from the previous issue are
  automatically flagged by the program without
  requiring any intervention from the user.
• All reports are completely customizable by the
  end-user.

19
Supported Databases

• Project Engineering Tools uses Microsoft SQL
  Server as the database back end.
• Knowledge of the selected database back-end is
  not required of the end-users in order to be
  proficient in the use of Project Engineering
  Tools.

20
Database Tables

• There are over 470 individual data tables that
  comprise an Project Engineering Tools project.
• There are over 35 tables that are involved in
  project customization.

21
Instrument Index Form
22
Instrument Index Grid
23
Equipment List Form
24
Equipment List Grid
25
Cables Form
26
Cables Grid
27
Key Concepts

• Database Collection of data tables
• Data Table Collection of data records
• Data Record A row of data made up of data
  fields
• Data Field A column of data
• Relational Database A database in which the
  data structures are not rigidly predefined.
• SQL Structured Query Language. The most
  popular computer language used to create, modify,
  retrieve and manipulate data from relational
  database management systems.

28
Instrument Index Form
Title Bar
Header
Main Menu
Speed Buttons
Record Tree
Data Entry Area
Record Modified Info
Record Added Info
29
Equipment List Grid
30
Form Layout Descriptions

• Title Bar Displays program name, user name,
  project number, active form and window controls.
• Main Menu Displays the list of commands that
  are available for the active form. THE MAIN MENU
  WILL CHANGE DEPENDING UPON THE ACTIVE FORM.
• Speed Buttons Provides quick access to the
  major program modules.
• Record Tree Displays a tree view of the records
  in the selection set.
• Data Entry Area Use drop-down selection boxes
  when possible.
• Record Added Info Shows the time, date and the
  user who added the record.
• Record Modified Info Shows the time, date and
  the user who last changed the record.

31
Form Layout - Header
Current Record Number / Total Number of Records
Displayed
Incremental Search
Primary Key Fields
Equipment No.
Sort Key Select
Record Revision Status
Report Number Select
Record Navigator
Print Currently Displayed Records
Goto Grid View
Turn Revision Marking On/Off
Report Name
Report Output Destination Select
SQL Statement For Selected Records
Goto Record Selection Dialog
32
Form Layout Header Descriptions

• Equipment No Displays the equipment number of
  the current record.
• Primary Key Fields Displays the values of the
  primary key fields. A primary key field makes it
  impossible for two records to have the same
  equipment name.
• Current Record Number / Total Number of Records
  Displayed Record numbers depend on the sort
  order. They are not stored in the database. The
  total number of records displayed is dependent on
  the SQL selection of records.
• Record Revision Status These fields are
  automatically maintained by the program.
  Revision numbers start out with letters. User
  decides when to change to a numeric revision.
  Valid records statuses are ADDED, ISSUED, REVISED
  and DELETED.
• Incremental Search This is one method of
  finding a specific record in the data table. As
  letters are typed into the field the search for a
  specific record will be narrowed. This
  Incremental Search box is tied to the Sort Key
  Select. The text to the left of the Incremental
  Search box reflects the name of the data field
  that will be incrementally searched.
• Sort Key Select Select the sort order of the
  displayed records. Every user can create a new
  sort key at any time via the Tools -gt Sort Orders
  menu selection.
• Report Number Select Select a pre-defined
  report number from the Reports table for the
  Equipment List report category. Reports can be
  run from the Equipment List Form or Grid or the
  Reports Grid. To get to the Equipment List
  reports in the Reports Grid, press Ctrl-P or
  select Console -gt Print from the Main Menu while
  the Equipment List Form or Grid has focus.
• Report Name Displays the name of the report
  corresponding to the selected Report Number.

33
Form Layout Header Descriptions

• Report Output Destination Select This is where
  the user can direct the report to go. Report
  destinations are
• ArchiveFile - Stores report in custom Project
  Engineering Tools format.
• ExcelFile Stores report in MS Excel file
  format.
• HTMLFile Stores report in HTML (web browser)
  format.
• PDFFile Stores report in Adobe PDF format.
• Printer Sends the report to the selected
  printer
• RTFFile Stores the report in RTF format. This
  is readable by MS Word.
• Screen Sends the report to the screen for a
  report preview.
• Print Currently Displayed Records Press this
  button to print the records that have been
  selected by the SQL statement.
• Turn Revision Marking On/Off Revision marking
  is handled automatically by the program. This
  check box will toggle the revision marking on and
  off. Revision marking is indicated by shading
  revised data fields on the report. This is not
  the same as the Document -gt Revision Marking item
  from the Main Menu.
• Record Navigator Use this control to move
  around the selected records displayed. For a
  definition of what the symbols mean, you can
  hover the mouse pointer over a button and a hint
  will be displayed for a few seconds. From left
  to right the buttons are defined as First Record,
  Previous Record, Next Record, Last Record, Insert
  Record, Delete Record, Start Edit, Post Record,
  Cancel Edit, Refresh Selected Data.
• Goto Record Selection Dialog Press this button
  to open the Select Records to View/Edit dialog.
• Goto Grid Press this button to go to the same
  record in the Equipment List Grid.

34
Main Menu Console
35
Main Menu Console -gt Project

• Open or close a project. You will only see those
  projects that you have authorization for.

Incrementally search for project
Automatically open up all of the tables that were
open when you last visitied this project
36
Main Menu Console -gt Form

• Open or close a form selected from dialog. Or
  close all forms.

37
Main Menu Console -gt Print

• Opens the Project Reports Grid form. Selected
  report record will be based on originating form
  or grid category. The shortcut key is Ctrl-P.

38
Main Menu Console -gt Printer Setup

• Opens the Print Setup dialog.

39
Main Menu Console -gt Database Information

• Displays the Database Information dialog.

40
Main Menu Console -gt Display Users

• Opens the Current Project Engineering Tools Users
  dialog. Press the Update button to refresh the
  list of users.

41
Main Menu Console -gt Drawings

• Accesses the IM drawing interface functions.

42
Main Menu Console -gt Preferences

• Sets user preferences.

• Display Tool Bar Controls whether the speed
  buttons are displayed
• Set Password Opens up the Set User Password
  dialog. This is only needed if it is anticipated
  the user will operate from multiple computers.

43
Main Menu Console -gt Preferences

• Sets user preferences.

Grids Opens the Set Grid Appearance Global
dialog.
44
Main Menu Console -gt Preferences -gt Grids

• Master Settings Radio Group Indicates whether
  the default IM settings are in place or whether
  non-IM default settings are in place globally for
  all grids. Press the Set to Default button to
  return to IM defaults.
• Data Area Set the font name, font color, font
  size, font style and grid color for the data
  entry area of the grid.
• Title Area Set the font name, font color, font
  size, font style and grid color for the title
  area of the grid.
• Rows Select a Row Indicator Color and set the
  default Row Height Percentage. (The Row Height
  Percentage can be set individually for each grid
  by dragging it to a new size.
• Grid Line Colors Set colors for the grid
  dividing lines.
• Paint Options Set the Active Row Color,
  Alternating Row Color and Background Options.
  Load a bitmap for the grid background.
• Miscellaneous Select the Row/Column Select
  Color and the Revision Marking Color.

45
Main Menu Console -gt Preferences

• Sets user preferences.

Forms / Grids Navigation When switching between
program categories, define whether to open the
associated form view or grid view.
46
Main Menu Console -gt Login

• Login as another user. This is not normally
  required. IM will detect your network username
  and log you into the program automatically if
  your network username exists within the IM Users
  table. To use this function, you must have
  previously set up a password using the Console -gt
  Preferences -gt Set Password menu item.

47
Main Menu Console -gt Exit

• Exits the program. You can also exit the program
  using the various ways the MS Windows provides.

48
Instrument Index Main MenuEdit
49
Instrument Index Main Menu Edit -gt Select
Records

• Opens the Select Records to View/Edit dialog.
  This is where SQL statements are used to filter
  the data table record selection.

50
Instrument Index Main Menu Edit -gt Select
Records

• Alias / Table Name List Lists the table names
  that are available for the data category. An
  Alias is a short method of referring to what
  could be lengthy data table names. Double click
  on a table name to display a Table Structure
  dialog that will should the field names, field
  lengths and field types within the table.
• Field Names for Selected Table This lists the
  field names for the table selected in the Alias /
  Table Name List. You can sort this list by Table
  Position (default) or Alphabetical. Click and
  drag a field name to the Enter Selection Criteria
  box on the far right.
• Statement Operators Use the operators to
  compare and search for the desired data. You can
  click and drag operators to the Enter Selection
  Criteria box on the far right.
• Use the Select button to execute the search.
  Total Records and Records Selected by the query
  are displayed. Alternatively you can press the
  Select All button to retrieve all records in the
  table. This not recommended for large tables (gt
  4000 records).
• The filter will not be applied until you press
  the Accept Filter button, which will apply the
  filter and close the dialog.
• If you are not certain whether the data returned
  form the selection criteria is what you want,
  then you can preview it by pressing the Search
  Results tab located near the middle lower left of
  the dialog.
• You can view the full SQL statement from the Full
  SQL tab. IM constructs the majority of the SQL
  statement. The user is responsible for only
  developing the search criteria.
• Large Record Set Warning radio group When you
  open a table without an SQL statement and that
  table has greater than 500 records, a nag screen
  will be displayed. This control allows you to
  turn off the nag screen.

51
Instrument Index Main Menu Edit -gt Select
Records Search Results
Press to initiate query
Press to accept filter and exit dialog
Search Results
52
Instrument Index Main Menu Edit -gt Select
Records Full SQL Statement
Full SQL Statement
53
Using SQL

• Using Structured Query Language
• Structured Query Language (abbreviated SQL and
  commonly pronounced 'sequel') is the standard
• language for storing and manipulating data in
  relational databases. Project Engineering Tools
  uses a limited
• portion of the SQL language and formats all
  statements used in IM dialogs.
• SQL statements are used in several dialogs and
  forms in Project Engineering Tools, including
• Select Records to View/Edit
• Replace Records
• Reports Grid
• Selection Criteria
• Both dialogs use what is called the SQL Select
  statement. The Select statement will retrieve
  database
• records based on the search condition that you
  specify. All database fields are retrieved. The
  selection
• criteria (search condition) must conform to the
  following format
• ltsearch_conditiongt ltvalgt ltoperatorgt ltvalgt
• ltvalgt NOT BETWEEN ltvalgt AND ltvalgt
• ltvalgt NOT LIKE ltvalgt

54
Using SQL

• Examples of selection criteria
• 1. PIDFD-2001
• Returns all records that have the PID field equal
  to FD-2001. All constant text values should be
  enclosed in single quotes. Text between the
  quotes is case sensitive. Numeric values are not
  enclosed within quotes.
• 2. TAGNUMBER LIKE FT
• Returns all records that have a tag number
  beginning with FT. It does not matter what
  characters follow FT. The character represents
  a wild card character. The wild card character
  should only be used with the LIKE keyword.
• 3. (PID gt FD-3004) AND (EQUIPMENT LIKE HRB)
• Returns all records that have a P ID number
  greater than FD-3004 and an equipment number that
  begins with HRB. It is strongly recommended that
  different search condition fragments be separated
  by parentheses. This will make the statement more
  readable and will probably be required is the
  search condition mixes OR and AND keywords.
• SUBSTRING(EQUIPMENTNO,1,3) PBE
• Returns all records in which the characters in
  the equipment number starting at the 1st
  character and going 3 characters in length is
  equal to PBE.
• Web links for SQL help
• http//www.w3schools.com/sql/sql_syntax.asp
• http//www.tutorialspoint.com/sql/index.htm

55
Instrument Index Main Menu Edit -gt Add
Adds a new blank record to the table. Duplicate
records will not be allowed. The shortcut key is
Ctrl-A. You can also add a record from the
Record Navigator add button.
56
Instrument Index Main Menu Edit -gt Copy
Copies from the current record to a new or
existing record. If the destination record
exists, then you will be prompted to overwrite
it. The shortcut key is Ctrl-C. You must select
the fields that you want to copy. The selected
fields are saved for the next copy.
57
Instrument Index Main Menu Edit -gt Copy Records
Copies multiple records from a user selected list
of records to new or existing records. If a
destination record exists, then it will be
displayed in the dialog. The shortcut key is
Ctrl-B. You must select the fields that you want
to copy. The selected fields are saved for the
next copy. Follow the steps 1 through 5 to
complete the procedure.
58
Instrument Index Main Menu Edit -gt Copy Records
Step 1 Enter a value to search for in the tag
number field. It can be either unit, loop or
alpha segment. Next enter the replacement
value. Step 2 Select the Row Selection mode
Contiguous, Individual or All. The most common
selection is Contiguous. Contiguous All of
the selected records must be adjacent to each
other. Individual Pick any row. All Selects
all rows. If you selected Contiguous, then you
must next Select Top and Bottom Rows of the
records that you want to copy. Press the Select
Top and Bottom Rows button and move to the main
form and select the top row. Next select the
bottom row. Step 3 Select the Column Selection
mode, Contiguous, Individual or All. The most
common selection is Individual. If you select
Individual mode, then you should select the data
fields from the lists to the right of the dialog.
Or you can press the Select Individual Columns
button and click the columns on the main form
that you want to copy. Note that read-only
fields will not be selected. Selected rows and
columns are highlighted. Step 4 Press to
Display Source and Destination Records Below.
Press this button and you will see the records
that will be copied Source, Destination,
Existing and Existing Deleted records. Step 5
Load Destination Records To Table. Press this
button to initiate the copy process.
59
Instrument Index Main Menu Edit -gt Rename
Renames the current record to a new record and
preserves all data. Duplicate records will not
be allowed. The shortcut key is Ctrl-R. An
Impact dialog will be displayed. Scroll through
each item and specify the appropriate actions to
take for each dependent document.
60
Instrument Index Main Menu Edit -gt Delete
Deletes the current record. You will be prompted
to confirm the deletion. The shortcut key is
Ctrl-X. You can also delete a record from the
Record Navigator delete button.
If there are no dependencies, then a delete
record dialog will appear. If there are
dependences then an impact dialog will be
displayed. Scroll through each item and specify
the appropriate actions to take for each
dependent document. Press OK to proceed with the
deletion or press Close to abort.
61
Instrument Index Main Menu Edit -gt Undelete
Restores a deleted record. After the Instrument
Index has been issued, the records are not purged
from the table after deletion. Rather they are
marked as DELETED in the Status data field. When
switching from letter revisions to numeric
revisions, deleted records are purged from the
table.
62
Instrument Index Main Menu Edit -gt Copy Loop
Copies a loop. Select the Copy Type as either
Exact or Partial. This refers to the actual loop
number portion of the tag. Next enter the Source
loop and Destination loop numbers. Press OK.
This will then display the tags that will be
affected by the copy operation and display a
confirmation dialog. To proceed with the copy,
press Yes, otherwise press No.
63
Instrument Index Main Menu Edit -gt Delete Loop
Deletes a loop. Enter the source loop number to
be deleted. Press OK. The tags in the loop to
be deleted will be displayed along with a
confirmation dialog. To proceed with the copy,
press Yes, otherwise press No. If you pressed
yes, then an Impact dialog will be displayed.
Scroll through each item and specify the
appropriate actions to take for each dependent
document. Press OK to proceed with the deletion
or press Close to abort.
64
Instrument Index Main Menu Edit -gt Rename Loop
Renames a loop. Select the Copy Type as either
Exact or Partial. This refers to the actual loop
number portion of the tag. Next enter the Source
loop and Destination loop numbers. Press OK.
This will then display the tags that will be
affected by the rename operation and display a
confirmation dialog. To proceed with the rename,
press Yes, otherwise press No. If you pressed
yes, then an Impact dialog will be displayed.
Scroll through each item and specify the
appropriate actions to take for each dependent
document. Press OK to proceed with the deletion
or press Close to abort.
65
Instrument Index Main Menu Edit -gt Add / Edit
Groups
Opens the Instrument Index Groups Form. Use this
form to develop groups of tags that can be
entered in one operation to the Instrument Index.
Group Name Name of the group as assigned by
the user. Base Number of Characters Base number
of characters in the loop number field. Number of
Characters to Drop From Main Tag Specifies
number of characters to ignore from the end of
the loop number field. Select the group to add
and then press either the Insert to Index Grid or
Insert to Index Form to add the records.
66
Instrument Index Main Menu Edit -gt Add / Edit
Groups
Enter the new unit number, if applicable. Enter
the new base loop number. The records to be
manipulated will be displayed. The shortcut key
is Ctrl-M. Enter service line number, P ID
and Equipment. Press OK to add the records.
67
Instrument Index Main Menu Edit -gt Create Group
This function will create a tag group from the
current record selection. The loop numbers must
have a definable base number of characters. The
shortcut key is Ctrl-O. Enter a unique group
name. Optionally enter a description. Press
the Create Group button.
68
Instrument Index Main Menu Edit -gt Complete
Group
This function will take an existing tag or group
and apply the tags in a user selected group.
Select the group from the search dialog.
Complete the Add Tag Group to Instrument Index as
described previously. The shortcut key is Ctrl-T.
69
Instrument Index Main Menu Edit -gt Replace
Records
Uses SQL statements to globally replace records
in the data table. Use this function with care
as there is no undo function to recover from. The
shortcut key is Ctrl-H.
70
Instrument Index Main Menu Edit -gt Replace
Records
Uses SQL statements to globally replace records
in the data table. Use this function with care
as there is no undo function to recover
from. Follow the same instructions for building
the Enter Selection Criteria SQL statement as
described earlier. Enter the replacement
statements. Examples of replacement
statements 1. PID'FD-3000' Replaces the value
of the P ID database field in all selected
records with FD-3000. 2. PID'FD-4000',SERVICE'B
E CAREFUL WITH THIS!',CV104.5 In all selected
records, replaces the P ID field value with
FD-4000, the Service field value with BE CAREFUL
WITH THIS!, and the Cv field value with 104.5.
Note that text entries must be enclosed in single
quotes. Numeric values are entered as numbers
only. Replacement statement segments must be
separated with commas. Press the Select button.
The number of records selected will be displayed
and the tab at the bottom of the dialog will
switch to Search Results. REVIEW THE RESULTS TO
ENSURE THAT THE SELECTION IS CORRECT. Press the
Show Replace button. This will create a
temporary table to make the changes in. No data
will be changed yet. The bottom tab will switch
to the Replace Results tab. REVIEW THE RESULTS TO
ENSURE THAT THE REPLACEMENTS ARE CORRECT. If the
Replace Results tab shows the correct changes
then press the Perform Replace button. This will
write the data to the active table.
71
Instrument Index Main Menu Edit -gt Replace
Substring
This function allows for substring replacement
within grids only. The shortcut key is Ctrl-I.
Follow the steps 1 through 6.
72
Instrument Index Main Menu Search
73
Instrument Index Main Menu Search -gt Search
Incrementally search for records in the table.
You can pick the fields to incrementally search.
When you have found the record that you were
searching for, then press OK and the dialog will
close. You will be on the selected record. The
shortcut key is Ctrl-S.
74
Instrument Index Main Menu Search -gt Locate
Opens the Locate Field Value dialog. Allows for
the search options displayed. Use the Fields
dropdown box to select the data field to search.
Click First to find the first occurrence of the
Field Value. If found then, the dialog will
close and you will be positioned on the selected
record. If not found, then a No matches found
message will be displayed and you can try again.
The shortcut key is Ctrl-L.
75
Instrument Index Main Menu Search -gt Locate Next
After a successful Locate has been performed,
executing Locate Next will find the next
occurrence of the search data. The shortcut key
is Ctrl-N.
76
Instrument Index Main Menu Search -gt Goto
Opens the Goto Record dialog. Allows you to jump
to a particular record number. The shortcut key
is Ctrl-G.
77
Instrument Index Main Menu Search -gt Jump
Opens the Jump Records dialog. Allows you to
jump a set number of records at a time. The
shortcut key is Ctrl-J.
78
Instrument Index Main Menu Document
79
Instrument Index Main Menu Document -gt Issue
80
Instrument Index Main Menu Document -gt Issue

• Before the Instrument Index (or any Project
  Engineering Tools document) is sent to any party
  outside of your
• organization, it is recommended that it be
  issued. The issuing process creates a read-only
  copy of the
• database. Project Engineering Tools uses this
  copy in order to track changes between issues.
• From the main menu select Document -gt Issue.
• Displays the Instrument Index Issue dialog box.
  This function will create a read-only copy of the
  Instrument Index table. Previous issues, if any,
  will be displayed.
• If the database is still in the letter revision
  stage, the Switch To Numeric Revision check box
  will be enabled. Check this box if it is desired
  to switch from a letter revision such as A, B, C
  to 0.
• Fill in the Issued / Checked and Approved fields.
  All remaining entries on the dialog will be
  automatically filled in.
• Press Start. The Current Operation and progress
  bar will display the steps of the issue process.
• A backup copy of the Instrument Index will be
  created in the BACKUPS subdirectory under the
  project database directory.
• When the process is complete, then press Close to
  exit the dialog.

81
Instrument Index Main Menu Document -gt Summary
Displays a brief summary of the issue history and
record statuses for the Instrument Index.
82
Instrument Index Main Menu Document -gt Undo
Issue
Reverses an issue operation. Do not do this if
the documents have left your control.
83
Instrument Index Main Menu Document -gt Revision
Marks
Toggles whether revision marking is displayed.
Revised fields are indicated with a green
background.
84
Instrument Index Main Menu Document -gt
Check/Reset Record Status
Scans the table to ensure that the correct
revision marking is displayed.
85
Instrument Index Main Menu Document -gt Compare
Compares the different document revisions. Press
the Compare button to display the Select Tables
to Compare dialog. Select the newer table and
older table then press OK to start the comparison
process. An itemized list of every change will
be presented.
86
Instrument Index Main Menu Tools
87
Instrument Index Main Menu Tools Field Lookup
Displays the Field Lookup dialog. Also
accessible by double-clicking on most data
fields. Shortcut key is CTRL-Q. Incrementally
search for the desired entry and either
double-click it or press OK.
88
Instrument Index Main Menu Tools Add Lookup
This function will add an entry that is currently
in a data field to the lookup table. Enter a
field position and then execute this function.
The shortcut key is Ctrl-W. This is largely an
obsolete function now since all entries are added
to the lookup table.
Instrument Index Main Menu Tools Refresh
Lookups
Data entries are not permanently entered into the
lookup table until the form closes. Executing
this function will write any accumulated entries
to the lookup table..
89
Instrument Index Main Menu Tools Sort Orders
Displays the Table Index dialog. Use this
function to specify table record sorting on the
fly..
90
Instrument Index Main Menu Tools Sort Orders
All Project Engineering Tools database forms have
a Sort drop-down box. This box is located in the
upper of header portion of each data entry form.
Use the drop-down box to select available table
indexes. An index is the tool that the database
engine uses to remember where values are. When an
index is specified on a field, (or group of
fields), the database engine looks at each value
in the field and creates a file that notes each
value's location (record number) in the table.
This makes it easy and fast for the database
engine to find the value being searched for. All
indexes created by Project Engineering Tools
are maintained. This means that the database
engine automatically updates the index file every
time the table is updated. The Select Fields
From Table list box displays the database fields
in the table, sorted alphabetically. The Select
Table Index list box displays existing indexes.
Selecting an index from the Select Table Index
list box will show the index field order in the
Fields In Index display. To add a new index
select fields from the Select Fields From Table
list box by highlighting the desired field and
pressing the Select Field Button. The field names
will be automatically separated by a
semi-colon. Specify a unique name for the
index. Press the Add Index button to start the
indexing process. A message will then be
displayed indicating whether the indexing
operation was successful, To delete an existing
table index, select an index form the Select
Table Index list box. Press the Delete Index
button. To exit the dialog, press the Close
button. Some table indexes are required by
Project Engineering Tools for proper operation.
91
Instrument Index Main Menu Tools Table
Structure
Displays the Table Schema dialog. Use this
function to display the column data and index
data for the table. Only database level indexes
are displayed.
92
Instrument Index Main Menu Tools Field Info
If you want to find the field information on a
particular data entry field on a form, then
toggle the Tools Field Info menu item and move
the mouse pointer over the data field. A hint box
will appear below the mouse pointer showing the
field information. The field information is
displayed in this order Table Name, Field Name,
Field Type and Length. Field types are
A-Alphanumeric, N-Floating point real number,
I-Integer, M-Memo, or B-Binary Large Object. This
menu item is a toggle switch. Selecting it once
will check it. Selecting it again will uncheck
it. The default state is off.
93
Instrument Index Main Menu Tools Import
This dialog will allow you to import data from a
wide variety of data sources. In order to get
started press the Step 1 button. This will
invoke a wizard to guide you through the import
process.
94
Instrument Index Main Menu Tools Import
This wizard shown below will guide you through
the import process.
95
Instrument Index Main Menu Tools Import
This wizard shown below will guide you through
the import process.
Press this button in order to attempt to match
data fields between the Project Engineering Tools
table and the data to import
96
Instrument Index Main Menu Tools Import
This wizard shown below will guide you through
the import process.
97
Instrument Index Main Menu Tools Import
This wizard shown below will guide you through
the import process.
Be sure to check off the primary key fields.
98
Instrument Index Main Menu Tools Import
Records that can be imported are now shown. You
can now compare the import data versus the IM
data or go straight to final integration.
99
Instrument Index Main Menu Tools Import
Records that can be imported are now shown. You
can now compare the import data versus the
Project Engineering Tools data or go straight to
final integration.
100
Instrument Index Main Menu Tools Export -gt To
Database
This function is designed to export data to major
high-end databases such as Oracle, IBM DB2, or MS
SQL Server.
101
Instrument Index Main Menu Tools Export -gt To
Other Applications
This function is designed to export data to
desktop databases and spreadsheets, web pages,
etc. Select the data table to export. Enter
filter criteria, if any. Open the IM table.
Then start the Export Wizard.
102
Instrument Index Main Menu Tools Export -gt To
Other Applications
This function is designed to export data to
desktop databases and spreadsheets, web pages,
etc.
103
Main Menu Tools Export -gt To Other Applications
This function is designed to export data to
desktop databases and spreadsheets, web pages,
etc.
104
Main Menu Tools Export -gt To Other Applications
This function is designed to export data to
desktop databases and spreadsheets, web pages,
etc.
105
Main Menu Tools Export -gt To Other Applications
This function is designed to export data to
desktop databases and spreadsheets, web pages,
etc.
106
Main Menu Tools Export -gt To Other Applications
This function is designed to export data to
desktop databases and spreadsheets, web pages,
etc.
107
Instrument Index Main Menu Tools gt Grid -gt
Choose Freeze Columns
Defined the columns that you want to display in
the grid. Optionally save views for different
work actions.
108
Instrument Index Main Menu Tools gt Grid -gt
Appearance
Defines how you want the grid to look. This will
override the global grid setting.
109
Data Sheets Select Data Sheet Windows to Open
Select the data sheet windows that you want to
open. You can select either or both form view or
grid view. Press OK.
110

• Job Setup - Project Admin Settings

Select
111

• Job Setup - Project Admin Settings
• (Continued)

Select
112

• Job Setup - Project Admin Settings
• (Continued)

A Project Administrator can modify the projects
description, number, location, client and AutoCad
drawing version. The other settings on this page
are defined when the project is set up by a
System Administrator. A Project Administrator
can also add or change the projects logo.