SmartPlant 3D

Common Applications Tutorials

Version 2011 SP1 September 2011 DSP3D-TP-100048A

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Contents
Session 1: Database Architecture ............................................................................................................................ 4

Session 2: Introduction to Common Applications ............................................................................................... 8

Session 3: Creating a Session File ......................................................................................................................... 15

Session 4: Defining a Workspace Using a System Filter .................................................................................. 19

Session 5: Defining a Filter based on Properties – Equipment Approval Status

(Asking Filter) .......................................................................................................................................................... 27

Session 6: Defining a Filter based on Properties – Piping Run NPD ............................................................ 36

Session 7: Defining a Filter based on Properties – Structural Section Names ............................................. 43

Session 8: Defining a Filter based on Properties – Cableway Vendor Name ............................................... 46

Session 9: Defining a Workspace Using a Volume Filter ................................................................................. 49

Session 10: Manipulating Views........................................................................................................................... 55

Session 11: Defining a Workspace by Reference3D Filter ............................................................................... 71

Session 12: Selecting Objects in a Model ............................................................................................................ 75

Session 13: Applying Surface Style Rules .......................................................................................................... 93

Session 14: Applying Surface Style Rules to Reference 3D objects ............................................................. 104

Session 15: PinPoint Ribbon ................................................................................................................................ 106

Session 16: Smartsketch Points ........................................................................................................................... 120

Session 17: Measurement Ribbon ....................................................................................................................... 127

Session 18: Assigning Objects to WBS Items ................................................................................................... 138

Session 19: To Do List ........................................................................................................................................... 147

Session 20: Interference Checking ...................................................................................................................... 154

Session 21: Space Management ........................................................................................................................... 166

Session 22: Inserting Reference Files ................................................................................................................. 184

Session 23: Placing Control Points ..................................................................................................................... 189

 SP3D Common Tutorial: Session 1: Database Architecture

Session 1: Database Architecture

Overview
SmartPlant has seven databases. These databases are created before the users begin working in
different tasks of SP3D. Database wizard is used to create the site database, site schema database,
catalog database and catalog schema database. Model database, reports database and reports schema
database are created from the project management task. The relationships are displayed between the
databases in the image below.

Figure 1. 1

 Site database

Contains all permission groups and related facts to serve as the primary or main
database; allows you to access the Model and Catalog databases and related schema
databases. The user must create the Site database before creating a Model or Catalog
database. A site database can have multiple plant and catalog databases.

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 SP3D Common Tutorial: Session 1: Database Architecture

 Site schema database

Stores metadata that describes all business objects for project management and their
relationships. When you create the Site database, you also create the Site schema
database. The Site and Site schema databases are containers for the other databases. A
Site database can point to multiple Plants (Model databases).

Figure 1. 2

 Database type - Specifies the type of database. MSSQL or Oracle

 Site database server - Sets the server on which the new Site database will reside. Only
registered SQL Servers appear in the drop-down list. After you select a server for the Site
database, the Site schema server box defaults to match that of the Site database server. This
option appears only if you select SQL Server in the Database type list.
 Site database name - Specifies a name for the new Site database. After you enter a name for the
Site database, the Site schema name field defaults to match the Site database name.

 Catalog database

Contains the reference data necessary for using the software to design a Plant. Reference
data includes graphical symbols that you can place in the model, such as equipment or
piping components. Reference data also includes non-graphical, tabular data, such as
catalog data and specification data. Catalog data includes the parts that you place in the
model, such as piping components and equipment. Specification data includes the rules
that govern how those parts are placed and connected. The Catalog and Catalog schema
databases contain the reference data information, which include what you can buy on the
market for each component, physical dimensions, and industry standards.

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 SP3D Common Tutorial: Session 1: Database Architecture

 Catalog schema database

Stores the metadata for all business objects such as pipe, beam and their relationships as
well as all attribute type and codelist information. When you create the Catalog database,
you also create the Catalog schema.

Figure 1. 3

 Model database

Organizes all of the three-dimensional objects in the Plant. Catalog and Model databases
share the same Catalog schema database.

Figure 1. 4

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 SP3D Common Tutorial: Session 1: Database Architecture

 Reports and Reports schema databases

Interact with the other five databases to generate tabular reports from SmartPlant 3D
data. The Reports database is a set of views that point to the data in the other databases.
These two databases are originally created during the Plant (Model database) generation
process.

Figure 1. 5

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 SP3D Common Tutorial: Session 2: Introduction to Common Applications

Session 2: Introduction to Common Applications

Overview
 The Workspace

The workspace represents the portion of the model data on which you perform your
intended task. Common tasks allow you to define that workspace and perform common
operations on it.

Figure 2. 1

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 SP3D Common Tutorial: Session 2: Introduction to Common Applications

 Saving the Session File

The changes you make in any task or operation are stored in a session file (.ses) when
you save your work. This includes changes to preferences such as colors, undo settings,
tooltips etc as well as preferences for specific commands in the modeling tasks. Many
tasks on the Tasks menu are not available until you have defined and saved your
workspace.

 Access Permissions

The left-most control on the main toolbar is the Active Permission Group box, which
allows you to set the permission group for the objects you are creating or editing. The
drop-down list contains all of the permission groups to which you belong. You can
perform specified functions, depending on your access permissions.

Figure 2. 2

 Main Toolbar

The main toolbar in each task displays horizontally at the top of the page and contains
the same controls and buttons—regardless of the active task.

Figure 2. 3

Each time you use the software, you use a session that allows you to save certain properties, such as
window size, layout, and view orientation from one work session to the next. Using commands on the
File menu, you can create new sessions, open previous sessions, save sessions, and close sessions.
The name of the current session file appears in the title bar of the application, along with the name of
the task, Ship/Plant, and active filter. You can also see this information on the Windows task bar. This
information is helpful when multiple instances of the software are running. For example, Paste and
Restore operation requires two sessions to be open

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 SP3D Common Tutorial: Session 2: Introduction to Common Applications

Figure 2. 4

One of the settings saved in the session is the workspace. During a session, you define a workspace to
view and work with certain objects in the model data. Defining a workspace also allows you to create
and name filters that restrict the data of the entire model into more manageable subsets for working.
The workspace you define appears in the Workspace Explorer, which allows you to move throughout
the hierarchy of your workspace. You can view the workspace using the System, Assembly, Space,
WBS (Work Breakdown Structure), Analysis, PDS, and Reference views. Each view corresponds to a
tab at the bottom of the Workspace Explorer. You can use the Tools > Options command to specify
the tabs to show in the Workspace Explorer.

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 SP3D Common Tutorial: Session 2: Introduction to Common Applications

Figure 2. 5: General Options

 General

Enables the Undo command and the status bar. In addition to allowing you to toggle these
features on and off, these options specify the number of actions you can cancel using the
Undo command and set the time allowed before activating QuickPick. You can also define
the locate zone for the software to find SmartSketch points and for the tabs displayed in the
Workspace Explorer.

 Colors

Selects the colors the software uses for the background, highlighted and selected objects, and
handles.

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 SP3D Common Tutorial: Session 2: Introduction to Common Applications

 Units of Measure

Determines the units of measure that appear in the readout and key in boxes of the software.
Additionally, you can specify how precisely the software displays these units.
All the data (length, angle, volume, mass, and so forth) are stored with the unit of measure
defined in the metadata. For example, the unit of measure for length is defined as meters in
the metadata. If you set the length unit as ft on this tab, then the software displays the length
readout as ft by default but stores the value as meters in the database.

 ToolTips

Defines ToolTips for a selected object type. ToolTips are based on catalog labels, but they are
saved to the session file. To create a label to use as a ToolTip, go to the Catalog task.

 File Locations

Sets the default path to the folder where the software saves Workspace session files,
Workspace Templates, Personal Report Templates, Report Output files, and Custom
Documentation.

 SmartSketch

Selects the standard SmartSketch relationship indicators you want the software to use.

Figure 2. 6: SmartSketch Options

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 SP3D Common Tutorial: Session 2: Introduction to Common Applications

 Selected PG

Restricts the edits and propagation to objects in the selected permission group.

 Shortcut menus

Shortcut menus are menus that appear when you right-click certain areas or objects in the
user interface. You can access shortcut menus by right-clicking an object in a graphical view
or in the Workspace Explorer. The following commands appear on the shortcut menus. These
options will appear after the user has defined the workspace.

Figure 2. 7

Select Nested - Selects the object and all nested children of the object.
Copy - Copies the selected object and associated relationships to the Clipboard.

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 SP3D Common Tutorial: Session 2: Introduction to Common Applications

Paste - Inserts the Clipboard contents in the model. This command is enabled after you copy
an object.
Create WBS Project - Initializes a new Work Breakdown Structure (WBS) project. This
command only appears in the Workspace Explorer.
Create WBS Item - Initializes a new Work Breakdown Structure (WBS) item. This command
only appears in the Workspace Explorer.
Delete - Removes the selected object from the database and deletes any relationships and
notes on the object.
Show - Turns on the display of a selected object.
Hide - Turns off the display of a selected object.
Claim - Identifies objects in the model for modification in a project.
Go to Hyperlink - Views a file or a Web page associated with an object in the model. This
command is available after you insert a hyperlink on an object.
Properties - Edits the properties of a selected object.
New System - Creates a new system without switching to the Systems and Specifications
task.

Figure 2. 8

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 SP3D Common Tutorial: Session 3: Creating a Session File

Session 3: Creating a Session File

Objective

By the end of this session, you will be able to:

 Create a new session file from a session file template.

Prerequisite Session

 SP3D Introduction to Common Applications lab

Overview
You open a session file to begin working in SP3D. You can open an existing session file stored on a
disk or create a new session file from a session template. After you create a new session file from a
template, you must use the Define Workspace command to select the portion of the model you want
to view on your computer before you can edit the model.

The session template or session file does not store plant design data. It stores only your personal
default settings for the commands, the active task environment, and display geometry. The display
geometry is used for display only. It is updated when you execute the Define Workspace or the
Refresh commands. When you select an object to edit or use an object as input for another design
operation, the software retrieves the object information needed directly from the server. It is not
possible to edit or directly reference outdated object information.

The session file stores the following:

 Last active task environment
 Window layout
 Named views
 Surface style rules to apply (The rule definitions are stored in the model.)
 Tools > Options settings
 Graphic geometry for display (Display list)
 Identity of the filter used to create the display list (The filter definitions are stored in
the model.)
 Defaults for each command’s options and settings

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 SP3D Common Tutorial: Session 3: Creating a Session File

When you exit SP3D, the graphics and command defaults you established while modeling can be
stored in a session file on your computer. Later, you can quickly start another design session by
opening the saved session file. This gets you back to exactly the same modeling situation you had
when you exited SP3D and saved the session file.

This session shows you how to create the session file from a template. Refer to Session 2 for the
procedure for defining a filter for the session file.

Steps for Creating a Session File

Create a session file and save the file on your desktop.
1. Start SP3D software by clicking Start > All Programs > Intergraph SmartPlant 3D >
SmartPlant 3D.

2. The New dialog box is displayed and the empty template is selected by default. Select any
template options other than empty and click OK.

Figure 3. 1: Selecting a Template

Notes:
 Three standard templates are available with SP3D: empty, EnglishUnits, and
MetricUnits.
 Administrators can use the empty template to create custom templates. The
EnglishUnits template displays measurements in the English system, and the
MetricUnits template displays measurements in the Metric system.
 Your administrator can add templates for you to select from that are customized for
the preferences of the different discipline areas.

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 SP3D Common Tutorial: Session 3: Creating a Session File

 Saving a session file without defining a workspace is useful only if you want to create
another template. Refer to Session 4: Defining a Workspace Using a System Filter
for how to define a filter.
3. Click Save.

Figure 3. 2: Naming a Session File

Tips:
 The Save As dialog box prompts you to specify the name of the session file and the
location. You can navigate to and select a folder on a local drive or a network drive.
Session files have a .ses extension.
 The default directory proposed when you save a session file is defined under Tools>
Options>File Locations tab> WorkSpace option.

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 SP3D Common Tutorial: Session 3: Creating a Session File

Figure 3. 3: Selecting a Location for Session Templates

For more information related to session files and defining a workspace, refer to the following topics in
the user guide CommonUsersGuide.pdf:
 Common: An Overview
 Managing Sessions: An Overview

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

Session 4: Defining a Workspace Using a System Filter

Objective

By the end of this session, you will be able to:

 Define a workspace by creating and using a System filter.

Prerequisite Sessions
 SP3D Overview
 Creating a Session File

Overview
When you create a session file from a session template, you must define the portion of the plant
model you want to view or edit using the Define Workspace command. This command queries the
model database using a filter that describes the characteristics of the data you want to see. You can
select an existing filter or define a new filter. The graphics for the objects you selected are displayed
on your computer. When you save the session file, the graphics retrieved from the server by the
Define Workspace and Refresh commands are stored in the session file.

Objects others create or edit in the model database after you use the Define Workspace command are
not seen in your design session until you run the Refresh command to update the graphics displayed
on your computer. This command reruns the define workspace filter and retrieves only the new or
changed data that meets the filter criteria.

This session shows how to create a filter that uses the system hierarchy grouping of the design data.

Notes:
 The relationships between design objects ensure that any supporting design data
required to edit a design object is automatically retrieved from the server when you
edit the object. The retrieval of the required data from the server does not depend on
the data you included in your session. All edits will automatically use the updated
information from the model on the server.
 Opening a session file and running the Refresh command is much quicker than
running the Define Workspace command and reduces the load on the server. The

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

Define Workspace command activates all the design objects retrieved by the filter to
generate the graphic display. The display graphics are stored in the session file. When
you activate a session file and run the Refresh command, only the changed and new
graphics are retrieved from the server to the client computer (with associated
activation of the design object). Once the graphics are included in the session file, the
design objects are only activated when you select them for edit or reference. You
should maintain a directory for saved session files that use the different filters needed
for your daily work. As a rule, you should begin working in SP3D by opening an
existing session file.

Steps for Defining a Workspace Using a System Filter

Open a session file and define a workspace containing the objects in Unit U01, Area A2, by creating a
System filter, Unit 1, for those objects. After the workspace is defined, it should contain the objects as
shown in Figure 1.

Figure 4. 1: Output After Defining Workspace for Unit U01

1. Click the File menu and select the Define Workspace… command.

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

Figure 4. 2: Define Workspace Command on the File Menu

The Define Workspace dialog box appears.

Note:
 You can also press the Ctrl+W keys to open the Define Workspace dialog box.

2. In the Filter drop-down list of the Define Workspace dialog box, select the More… option.

Figure 4. 3: Define Workspace Dialog Box

The Select Filter dialog box is displayed.

3. In the Select Filter dialog box, select My Filters and click the New Filter (Simple or Asking)
icon to open the New Filter Properties dialog box.

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

Figure 4. 4: Select Filter Dialog Box

Note:
 You can select an existing filter or create a new filter.
 Catalog filters are stored in the catalog referenced by the model. These filters contain
only criteria related to the data model such as object type and properties.
 Plant filters are stored in the model database and can be based on model objects such
as Systems and Named Spaces (volumes).
 You need Read permission to view the Catalog and Plant filters defined by the site
administrator.

4. In the New Filter Properties dialog box, type Unit 1 in the Name box. Then, expand A2 and
CS. Press and hold the Ctrl key, and then, select U01 and U01 CS.

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

Figure 4. 5: New Filter Properties Dialog Box

Notes:
 You need write permission to the permission group of the parent folder in the Plant or
Catalog folders to create a filter. You can always create filters in your My Filters folder.

 A filter name can have any alphanumeric characters, including space, but cannot contain
apostrophes. The name must be unique in the model database.

 The New Filter Properties dialog box consists of several tabs that define search criteria.
The System, Assembly, and Named Space tabs expand the search for objects within a
model that meet the criteria defined on these tabs. The Volume, Permission Group, and
Object Type tabs restrict or limit the objects returned to those that meet the additional
criteria, if any, defined on those tabs.

 The filter in this tutorial is called a System filter because only System criteria are used to
select the desired data. The system hierarchy is like a folder hierarchy. It is used to
organize the model for design purposes (as opposed to construction management). Every
part in the plant has one and only one system–parent. So, this can be a primary way to
select the portion of the model you want to work on or view.

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

 If the Include nested objects check box is selected, the filter will retrieve all objects
nested under the selected systems. If the check box is clear, only the selected system
objects themselves will be retrieved.

 You can apply the other criteria if you need to be more selective about the data you want
to see. This will be covered in an advanced tutorial on defining filters.

5. Click OK to complete the filter definition process.

6. In the Select Filter dialog box, select Unit 1 and click OK to set your workspace to display
Unit 1.

Figure 4. 6

7. In the Define Workspace dialog box, click OK.

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

Figure 4. 7: Selecting the Created Filter From Define Workspace Dialog Box

You have defined a workspace by creating the filter Unit 1.

Note:
 To fit all objects retrieved by the simple filter Unit 1 in the active view, click the Fit button on
the Common toolbar.

Figure 4. 8: View of the Workspace After Creating a System Filter

For more information related to defining a workspace, refer to the following topics in the user guide
CommonUsersGuide.pdf:

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 SP3D Common Tutorial: Session 4: Defining a Workspace Using a System Filter

 Defining Workspace Content: An Overview

 Using the File Menu: An Overview

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

Session 5: Defining a Filter based on Properties –

Equipment Approval Status (Asking Filter)

Objective

By the end of this session, you will be able to:

 Select the equipment in the workspace by creating filter.

Prerequisite Sessions
 SP3D Overview
 Creating a Session File

1. Define Workspace to show U01.

2. Go to Tools > Select by Filter command to open the Select Filter dialog box.

3. Select the My Filters folder. Select the New Filter (Simple or Asking) icon to open the New
Filter Properties dialog box.

4. Name the filter “Equipment by Approval State”.

5. Switch to the Properties tab and click in the Property field.

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

6. From the pull-down control, select More…

Figure 5. 1

7. This brings up the Select Properties dialog. In the Object type used as basis for property
identification field, select More.

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

8. Expand the Tree, and select Equipment under Equipment and Furnishing.

Figure 5. 2

9. Ok on the form.

10. Under Relationships, Select Direct Property of the Object Type.

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

11. Under Display properties in this Category, Select Standard.

Figure 5. 3

12. Select Approval State under Property Name and click Ok on the form.

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

13. Check the box under Ask.

Figure 5. 4

14. Switch to Object Type Tab.

15. Expand Equipment and Furnishing.

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

16. Select Equipment as Object Type.

Figure 5. 5

17. Notice that there are check marks against the names of the tabs where we have made selections.

18. OK on the form.

19. Select the Equipment by Approval State filter and OK on the select filter form.

20. Select Approved for the Value.

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

Figure 5. 6

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

21. Ok on the form. System will highlight all Approved Equipment in your Workspace.

Figure 5. 7

22. Select Tools, Select by Filter and Select Equipment by Approval State filter and select Properties
icon.

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 SP3D Common Tutorial: Session 5: Defining a Filter based on Properties – Equipment Approval Status
(Asking Filter)

23. Select In Review for Value and Ok on the form. System will highlight all Equipment with Status
of in review.

Figure 5. 8

24. Similarly select all Equipment with Approval status of working.

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 SP3D Common Tutorial: Session 6: Defining a Filter based on Properties – Piping Run NPD

Session 6: Defining a Filter based on Properties – Piping

Run NPD

Objective

By the end of this session, you will be able to:

 Select the pipe in the workspace by creating filter.

Prerequisite Sessions
 SP3D Overview
 Creating a Session File

1. Define Workspace to show U01.

2. Switch Task to Piping.

3. Go to Tools >Select by Filter command to open the Select Filter dialog box.

4. Select My Filters folder. Select the New Filter (Simple or Asking)icon to open the New Filter
Properties dialog box.

5. Name the filter Piping Run by NPD.

6. Switch to the Properties tab and click in the Property field.

7. From the pull-down control, select More…

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 SP3D Common Tutorial: Session 6: Defining a Filter based on Properties – Piping Run NPD

8. In the Object type used as basis for property identification field, expand the Piping tree and
Select Pipe Parts and click OK.

Figure 6. 1

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 SP3D Common Tutorial: Session 6: Defining a Filter based on Properties – Piping Run NPD

9. In the Relationship pull-down control, select Run to Part-Owner.

Figure 6. 2

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 SP3D Common Tutorial: Session 6: Defining a Filter based on Properties – Piping Run NPD

10. In the Related object Type, select More… to bring up the Select Object Type dialog box. Expand
the Piping tree and Select Pipe Runs and click OK.

Figure 6. 3

11. Under Display Properties in this category, select Standard.

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 SP3D Common Tutorial: Session 6: Defining a Filter based on Properties – Piping Run NPD

12. In the property grid select NPD option and click OK.

Figure 6. 4

13. Select equal operator in the operator field.

14. Key-in 10 in the value field.

15. Repeat the above steps to include the NPD Unit type in the property grid.

16. Select contains operator in the operator field.

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 SP3D Common Tutorial: Session 6: Defining a Filter based on Properties – Piping Run NPD

17. Key-in “in” in the value field.

Figure 6. 5

18. Click OK to create the filter. OK to accept it.

19. Your View should now resemble the following graphic.

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 SP3D Common Tutorial: Session 6: Defining a Filter based on Properties – Piping Run NPD

Figure 6. 6

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 SP3D Common Tutorial: Session 7: Defining a Filter based on Properties – Structural Section Names

Session 7: Defining a Filter based on Properties –

Structural Section Names

Objective

By the end of this session, you will be able to:

 Select the members in the workspace by creating filter.

Prerequisite Sessions
 SP3D Overview
 Creating a Session File

1. Define Workspace to show U01.

2. Select Tools -> Select by Filter command to open the Select Filter dialog box.

3. Select the My Filters folder. Select the New Filter (Simple or Asking)icon to open the New Filter
Properties dialog box.

4. Name the filter “Members by Section Name”.

5. Switch to the Properties tab and click in the Property field.

6. From the pull-down control, select More…

7. In the Object type used as basis for property identification field, select Structure > Members >
Member Part Prismatic. Click Ok.

8. Under Relationship, select Member Part To Cross Section.

9. Under Related object type, expand the Catalog tree and select Cross Section.

10. Under Display Property in this Category, Select Standard.

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 SP3D Common Tutorial: Session 7: Defining a Filter based on Properties – Structural Section Names

11. Scroll down and select Section Name.

Figure 7. 1

12. Click OK on the form.

13. Select “Contains” for Operator.

14. Type C10X15.3 in the Value field and click OK on the form.

15. Select Members by Section Name filter and select OK.

16. System highlights all C10X15.3 in the Workspace.

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 SP3D Common Tutorial: Session 7: Defining a Filter based on Properties – Structural Section Names

Figure 7. 2

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 SP3D Common Tutorial: Session 8: Defining a Filter based on Properties – Cableway Vendor Name

Session 8: Defining a Filter based on Properties –

Cableway Vendor Name

Objective

By the end of this session, you will be able to:

 Select the cableway in the workspace by creating filter.

Prerequisite Sessions
 SP3D Overview

Creating a Session FileSteps

1. Define Workspace to show U01.
2. Select Tools > Select by Filter command to open the Select Filter dialog box.
3. Select the My Filters folder. Select the New Filter (Simple or Asking)Icon to open the
New Filter Properties dialog box.
4. Name the filter “Tray by Vendor”.
5. Switch to the Properties tab and click in the Property field.
6. From the pull-down control, select More…
7. In the Object type used as basis for property identification field, select Cableways
parts, under Cableway.
8. Under Relationship, select Part to Catalog Definition
9. Under Related object type, xpand Catalog and select Catalog > CableTray Part.
10. Under Display Property in this Category, select Standard.
11. Scroll down and select Manufacturer.

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 SP3D Common Tutorial: Session 8: Defining a Filter based on Properties – Cableway Vendor Name

Figure 8. 1

12. Ok on the form.

13. Select “=” for Operator.
14. Select Cooper B-Line for vendor from the Value field and click OKon the form.
15. Select Tray by Vendor filter and select OK.
16. System Highlights all Cooper B-Line Trays

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 SP3D Common Tutorial:

Figure 8. 2

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 SP3D Common Tutorial: Session 9: Defining a Workspace Using a Volume Filter

Session 9: Defining a Workspace Using a Volume Filter

Objective
By the end of this session, you will be able to:

 Define a workspace by creating and using a volume filter.

Prerequisite Sessions
 SP3D Overview
 Creating a Session File
 Defining a Workspace Using a System Filter

Volume Filter

A filter can restrict the selection of objects to whose geometry range box as found relative to the global
coordinate system lies within a given volume or volumes. This restriction can be combined with any
other criteria available in the Filter Properties dialog box.

Steps to Define a Workspace Using a Volume Filter

Define a workspace that loads all objects of system Area A2 / Unit U01 that are in Volume U01. After
the workspace is defined, it should contain the objects shown in Figure 9. 1.

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 SP3D Common Tutorial: Session 9: Defining a Workspace Using a Volume Filter

Figure 9. 1: Final Output after the Workspace is Defined

1. Select Define Workspace command and create a new filter by using the New Filter (Simple
or Asking) button in the Select Filter dialog box.

The New Filter Properties dialog box is displayed:

 The New Filter Properties dialog box consists of several tabs that define search criteria.
The System, Assembly, and Named Space tabs expand the search for objects within a
model that meet the criteria defined on these tabs. The Volume, Permission Group, and
Object Type tabs restrict or limit the objects returned to those that meet these additional
criteria.
 If you don’t select anything on the System, Assembly, or Named Space tabs, then the
restrictions you define on the other tabs are applied against all objects in the database.
So, if you want to make sure your filter gets all graphic objects that meet the volume
criteria, regardless of what system the objects belong to, then don’t select a system at all
and just define the volume criteria (skip step 2 below).

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 SP3D Common Tutorial: Session 9: Defining a Workspace Using a Volume Filter

 The System tab provides a tree view of all the systems defined in the model. Systems can
span disciplines and include many types of objects. A plant is the highest system in the
hierarchy and includes all subsystems.
 The Named Space tab provides tree view of folders and named spaces in the folders.
Named spaces are volumes that represent fire zones, design areas, volumes to be output
to drawings, or other non-solid spatial concepts. Including the Named spaces in the
workspace enables you to view the size, shape, and position of the volumes.
 Only the SmartMarine product extensively uses the Assembly tab. The only objects in
SmartPlant which appear on the Assembly tab are piping spools. The assembly hierarchy
is used for manufacturing purposes.

2. In the New Filter Properties dialog box, type Unit 1 in Volume U01 in the Name box. Then,
expand A2 and CS. Press and hold the CTRL key and then, select U01 and U01 CS.

Figure 9. 2: New Filter Properties Dialog Box

3. To retrieve only objects in the selected systems that have geometry in Volume U01, click the
Volume tab and select Volume U01.

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 SP3D Common Tutorial: Session 9: Defining a Workspace Using a Volume Filter

Figure 9. 3: Volume Tab: New Filter Properties Dialog Box

Note:
 There are two options on the Volume tab, Named Spaces and Planes. The Named
Spaces option allows you to select one or more existing named volumes to define the
volume criteria. The Planes option allows you to define a single volume using six
existing reference planes. (Refer to the tutorial for SP3D Structure Session 2: Placing
Coordinate Systems/Grids.).

4. Click OK.
5. In the Select Filter dialog box, select Unit 1 in Volume U01 and click OK.

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 SP3D Common Tutorial: Session 9: Defining a Workspace Using a Volume Filter

Figure 9. 4: Select Filter Dialog Box

6. In the Define Workspace dialog box, click OK.

Figure 9. 5: Define Workspace Dialog Box

You have defined a workspace that includes all geometric objects retrieved by the volume filter
Volume_U01.

Notes:
 To fit all objects retrieved by the volume filter in the active view, click the Fit button on
the Common toolbar. The view will look like Figure 9. 6.

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 SP3D Common Tutorial: Session 9: Defining a Workspace Using a Volume Filter

Figure 9. 6: Active View After Clicking the Fit Button

 Save the session file so you can open it to quickly resume your work from where you left
off after exiting SP3D.

For more information related to defining a workspace, refer to the following topics in the user guide
CommonUsersGuide.pdf:
 Defining Workspace Content: An Overview
 Using the File Menu: An Overview

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 SP3D Common Tutorial: Session 10: Manipulating Views

Session 10: Manipulating Views

Objective
By the end of this session, you will be able to:

 Create a graphic window and manipulate the view in the active window.

Prerequisite Sessions
 SP3D Overview
 Creating a Session File
 Defining a Workspace Using a System Filter
 Defining a Workspace Using a Volume Filter

Manipulating Views

You can manipulate the graphic windows and the view in the windows using the Window and View
menus and the commands on the Common toolbar.

The Window commands create new graphic windows and arrange the position of the existing
windows. The Common toolbar has the most commonly used commands to manipulate the views
within the windows. These commands can also be accessed from the View menu.

Figure 10. 1: Common Toolbar – View Manipulation Buttons

Note:
 The view commands do not cancel an active command. When you complete or cancel the
view manipulation command, the interrupted command is reactivated in the same
command step where you left it.

The view manipulation buttons on the Common toolbar are described below:

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 SP3D Common Tutorial: Session 10: Manipulating Views

Note:

 The orientations used in viewing commands are relative to axes of the Active Coordinate
System selected on the PinPoint ribbon.

 Clip by Object: Creates a rectangular volume based on the maximum range of the
selected objects and then limits or clips the display to show only graphics within that clipping
volume.
 Clip by Volume or Plane: Clip by Volume creates a clipping volume by specifying two
area definition points (the cross-section of the volume) and two depth points (the extent of the
volume). Clip by Plane allows you to specify the near and far clipping planes.
 Clear View Clipping: Removes all clipping of the display from the active window.
 Active View Control: An alternative to and supplements other view commands. It lets
you see the settings of the graphic view window and adjust those settings. The dialog box
provides a view of the camera/eyepoint position, the target/focus point position, and the
clipping box of the active graphic view. Changes made in the Active View Control dialog box
are reflected in the graphic view window.
 Common Views: Displays a small window that sets the view direction of the active view
when you click one of the standard viewing angles.
 View by Points: Defines the viewing plane by three points.
 Rotate View: Rotates a view about a point or an axis.
 Named Views: Assigns a name and a description to a view and stores the definition for
later reuse. The default views are Top, Front, Right, and Isometric.

Note:
 A named view definition includes the clipping but does not define the perspective angle
of the view or it’s rendering characteristics. The named views you define are saved in the
session file.

 Zoom Tool: Provides the functions of zoom, zoom area, and pan commands. If you get
into the habit of using this command for all its functions, you will save yourself time.
o Left-button drag zooms out and in.
o Middle-wheel zooms
o Two left button clicks zooms to the rectangular area.
o Middle-button drag pans.

 Zoom Area: Zooms to a specific rectangular area of the model.

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 SP3D Common Tutorial: Session 10: Manipulating Views

 Fit: Fits the view to the range of the currently selected objects. If no objects are selected, it
fits to all displayed objects.

 Center View by Object: Centers a view based on a given point or object. This command
pans the view such that the selected point is the center of the view.

 The 3D Navigator supports the look and move actions you can perform with the mouse
and keyboard. Once you move your cursor off of the 3D Navigator, it fades into a transparent
shadow. Click Close to exit 3D navigation. Use the Home control if you are lost within the
model and you want to return to the opening model view.

The Fly Mode disables the 3D Navigator. Use your mouse and keyboard controls for
navigation. The Move In/Out controls walk you closer or further away from your target
point. Selecting Fit automatically takes you to a fitted view of the selected objects in the
view, if any. If no objects are selected, Fit takes you to a fitted view of the active clip volume.
If there is no active clip volume, Fit takes you to a fitted view of the entire model.

Figure 10. 2: 3D Navigator Toolbar

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 3: 3D Navigator Keyboard Shortcuts

Notes:
 The Fit command allows you to fit the objects in one or more views. When you click the
Fit button, the software fits the active view, and prompts you to select another view to fit.
You can also fit all views at the same time by holding the SHIFT+A or CTRL+A keys and
clicking the Fit button.
 If you press SHIFT and then click the Fit button, the fit is to all visible objects in the
clipping volume, regardless of the objects that are currently selected.
 Pan: Moves the view in the current view plane.

Steps to Manipulate Views in the Active Window

The following activity uses the view manipulation commands in a workspace containing the entire
Training Plant.

1. Click the Common Views button on the Common toolbar. The Common Views dialog box
appears.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 4: Common Views Window

2. To change the view of the model in the Training Plant, select the Looking North view in the
Common Views dialog box.

Figure 10. 5: Looking North View

Note:
 You can change your view to Isometric, Looking East, Looking South, Looking Plan,
and Looking West by using the Common Views dialog box. You can move this dialog to
an unobtrusive location and leave it displayed for quick access while you execute other
commands.

3. Change the view to isometric view and magnify the area highlighted in Figure 4 by clicking
the Zoom Area button on the Common toolbar. Choose an area that just includes the vertical
tank and the pump.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 6: Isometric View

4. Click on any grid line and select Center View by Object command from the Common
toolbar. From the Common View dialog box, select different views. The grid line selected
will always stay centered no matter what view is selected.

5. To identify the orientation of your active view, go to Format and select View. Select Upper
Left from the View Axis field. Click OK.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 7: Format View Dialog Box with View Axis option

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 8: View Axis Option in the Upper Left

6. Click on Rotate View and select a vertical object to rotate around. As you rotate, you will
notice that the View Axis changes based on the orientation of your active view.
7. Click the Named View button on the Common toolbar.
8. In the Named View dialog box, type Area 1 in the Name box and then type Area around the
equipment T-101 in the Description box.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 9: Named Views Dialog Box

9. Click Apply and then click OK.

Figure 10. 10: Area 1: Area Around the Equipment T-101

The view you created is added to the list of named views and can be restored when required.
The named view definition is stored in the session file.

10. To clip to a region around the equipment P-101, click the Clip by Object button and
select the equipment and two beams above the equipment. The objects to define the range of
the clipping. If the objects are already selected when you pick the Clip by Object command,
then the clipping will use the selected objects without prompting you to select objects.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 11: Clip by View Object

11. Click the Accept button on the Clip by Object ribbon.

Figure 10. 12: Accept Button on the Clip by Object Ribbon

Your view will look like Figure 10. 13. The Fit View command gives you the option to fit the
view for the object or not.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 13: View After Clip by View Object is Selected

12. Graphically adjust the clipping volume by selecting the Clip by Volume or Plane
command. The command will display a box showing the clipping boundaries. Select the top
clipping boundary and move it up to see the third story bay.

Notes:
 Once you select the boundary, the command prompts you to locate a point. You can
extend the boundary out by an approximate distance or an exact distance with PinPoint.
You can set the clipping plane to a precise location by positioning the cursor over
geometry.
 You can continue editing the other clipping boundaries and then terminate the command.
 You can use the Clip by Volume command to define the clipping volume by four points.
The first two points define a rectangle in horizontal plane. The second two points define
the front and back clipping plane locations along the z-axis.
 You can also use the Clip by Plane command to specify the near and far clipping planes.
Optionally, you can select additional windows to display the volume clipping. Clip by
Plane is useful only in orthographic views.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 14: View After Clip by Volume is Selected and Top Plane Moved

13. Set the active view to Isometric view using the Common Views control. Select the Active
View Control command on the common toolbar to modify the view parameters of the active
view from a separate window.

Notes:
 The Active View Control command on the Common toolbar allows you to edit all the
parameters of the view. It is most useful for graphically adjusting the clipping from a
view where you can see all the geometry. You can experiment with other edits the
Control can make, but it is generally better to use the common toolbar commands for
those operations.
 The Active View Control window has a set of commands for manipulating the view
within the Active View control. These commands Top View, Side View, Front View,
Pan, Zoom, Window Area, and Fit.
 By default, the Top View button is selected when the command is activated.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Set the Active View Control view to the elevation view. Modify the top clipping boundary of the
active view by dragging the dotted clipping plane above all graphics in the Active View Control
window. Your active view will change to that shown in figure 12

Figure 10. 15: Active View Control Window

Figure 10. 16: Active View

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 SP3D Common Tutorial: Session 10: Manipulating Views

To clear the clipping, click the Clear View Clipping command on the Common toolbar.

Figure 10. 17: Clear View

14. To rotate the view about the vertical discharge of the pump, select the Rotate View
command.

Figure 10. 18: Rotate View

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 SP3D Common Tutorial: Session 10: Manipulating Views

The rotate view command displays a coordinate system triad at the center of the active window. You
have several options for rotating the view:

 Select an axis of the triad or any linear geometry in the model. Enter the degrees you
want to rotate the view about the selected axis.
 Click over the selected axis and drag to dynamically rotate the view about that axis.
 Click somewhere else in the view away from the selected axis and drag to
dynamically rotate the view in three dimensions about the center of the view.

For this example, from the standard isometric view, select the vertical pipe connected to the pump
discharge nozzle and key in 15 degrees in the field on the rotate ribbon. See Figure 10. 19.

Figure 10. 19: View After 15 Degree Rotation

Now, dynamically rotate the view by click over the vertical pipe and dragging the cursor. This gives
you an easy way to look all around a specific object.

15. Go to View and select the Previous View command. Then select the Next View command to
get to the view you were in.

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 SP3D Common Tutorial: Session 10: Manipulating Views

Figure 10. 20: Previous and Next View Commands

Now you can navigate up 10 previous and next views with the updated Previous View command
and new Next View commands. This command can restore only view properties for scale and
orientation. It has no effect on display operations (such as the Show and Hide commands), styles, or
other view properties.

For more information related to manipulating a view, refer to the Using the View Menu: An Overview
topic of the user guide CommonUsersGuide.pdf.

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 SP3D Common Tutorial: Session 11: Defining a Workspace by Reference3D Filter

Session 11: Defining a Workspace by Reference3D Filter

Defining a Workspace by Reference3D Filter

Define a workspace that loads objects from the Reference 3D attachment into the workspace. After the
workspace is defined, it should contain the objects shown in Figure 11. 1.

Figure 11. 1: Final Output - Objects in the Defined Workspace by Reference 3D Filter

Steps

1. Define the workspace and create a new filter by using the New Filter (Simple or Asking)
button in the Select Filter dialog box. The New Filter Properties dialog box is displayed.

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 SP3D Common Tutorial: Session 11: Defining a Workspace by Reference3D Filter

2. In the New Filter Properties dialog box, type Reference3D in the Name box. Then, switch to
the Reference3D tab and select SP3DTrain_U01.

Figure 11. 2: Reference 3D Filter

3. Click OK.
4. In the Select Filter dialog box, select Reference 3D and click OK.
5. In the Define Workspace dialog box, click OK.

6. Click the Fit button on the Common toolbar to view all the objects retrieved by the reference
3D filter.
7. Switch to the Isometric view using the Named Views toolbar button
8. Hover your mouse over a member part, the tooltip shows its name.

Figure 11. 3: Reference 3D Element Tooltip

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 SP3D Common Tutorial: Session 11: Defining a Workspace by Reference3D Filter

9. Right mouse click on the member part prismatic and select Properties. Note that a few
properties of the 3D member part are shown on the General tab.

Figure 11. 4: General tab of Reference 3D Member property page

10. Switch to the Configuration tab. Note the properties shown include the model name of the
reference 3D model as well as the file name of the file that contains this element. The dates
and times are the date and time the data from the source model was exported into the
vue/zvf file.

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 SP3D Common Tutorial: Session 11: Defining a Workspace by Reference3D Filter

Figure 11. 5: Configuration tab of Reference 3D property page

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 SP3D Common Tutorial: Session 12: Selecting Objects in a Model

Session 12: Selecting Objects in a Model

Objective

By the end of this session, you will be able to:

 Select objects individually, by fence, or by using filters.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace Using a System Filter
 Defining a Workspace Using a Volume Filter
 Manipulating Views

Overview
You can select design objects for modification by using the Select command and the Select by Filter
command.

The Select command is the first command on the vertical toolbar. The Select command ribbon bar
contains a Locate Filter drop-down list, which limits the selection by object type such as equipment or
pipe parts. Each task environment provides a unique list of filter options useful for that task. The
Select command has the following selection options:

 Individual selection with the cursor in the graphic view or Workspace Explorer
 Multiple selections in the graphic view by fence with drag-drop feature of the cursor.
You can choose to select all objects fully within the fence or all objects within and
overlapping the fence boundaries.
 Multiple selections by “Shift-select” in the Workspace Explorer
 Single selection by keying in a name in the name field of the Workspace Explorer
 Multiple selections by keying in a name with wild card search criteria (*) in the name
field of the Workspace Explorer

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 SP3D Common Tutorial: Session 12: Selecting Objects in a Model

The Tools > Select by Filter command allows you to select objects by running a query on the objects
in the workspace using one or more filters. You access the same filters through the Select by Filter
command or the Define Workspace command.

Steps for Selecting Individual Objects Using the Select Command

Select Pipeline 400-P of Unit U04 using the Select command. After selecting the pipeline, the view
should look like Figure 12. 1.

Figure 12. 1: Final Output - Selecting a Specified Object by Using the Select Command

Tip:
 You can set the colors used for highlighted and selected objects on the Colors tab of
the Tools>Options dialog.

1. Define your workspace to display Unit U04 and Coordinate System U04 CS.

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2. Select the piping task environment by using the Tasks > Piping command.

Figure 12. 2: Tasks > Piping Command

3. Click the Select button on the vertical toolbar.

Figure 12. 3: Select Button on the Vertical Toolbar

4. On the Select ribbon, select the filter Pipelines in the Locate Filter drop-down list to locate
only the piping objects.

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Figure 12. 4: Locate Filter Drop-Down List

Tip:

 When you are working on a specific task, you can select objects of other disciplines
by selecting the All option in the Locate Filter drop-down list. For example, if you are
working in the Piping task environment, you can set the Locate Filter to All, and then
select a structural member.

5. Point the cursor to Pipeline 400-P until it is highlighted. Click the highlighted pipeline to
select it in the view. You can select additional objects by holding down the CTRL key.

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Figure 12. 5: Highlighted Pipeline 400-P

Tips:

 You can change the option in the Locate Filter drop-down list after you select an
object by using the Edit > Locate Filter command. The shortcut key combination for
the Locate Filter command is CTRL+E. The option in the Locate Filter drop-down list
is needed because the Edit ribbon for the first selected object replaces the Select
command ribbon with the Locate Filter options.
 The select command locate behavior is adjusted by the Locate Zone and Dwell Time
properties on the General tab of the Tools>Options command. The Locate Zone
defines a tolerance in screen pixel dimensions about the cursor point. Objects
are located if they are within this tolerance of the cursor point. The objects under the
cursor point are located in order of their view-z position. The first object found at the
cursor position is highlighted when you move your cursor over it. If you pause for
the duration of the "Dwell Time", then the QuickPick tool will display showing all
objects that are found under the current cursor position. You can then select your
desired object by highlighting the options and picking on the QuickPick tool. (Refer
to Figure 6.)

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Figure 12. 6: QuickPick Dialog Box

Steps for Selecting Objects by Using Inside Fence

Select Pipeline 403-P of Unit U04 using the Inside Fence option of the Select command. After
selecting the specified objects, the view should look like Figure 12. 7.

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Figure 12. 7: Final Output - Selecting Specified Objects Using the Inside Fence Option of the Select Command

1. Define your workspace to display Unit U04 and Coordinate System U04 CS.
2. Select the piping task environment by using the Tasks > Piping command.
3. Click the Select button on the vertical toolbar.
4. Select the filter Pipelines in the Locate Filter drop-down list to locate only the piping objects.
Click the Inside Fence option on the Locate Filter ribbon. This option remains selected till the
next use of the Select command or until you change the option.

Figure 12. 8: Inside Fence Option on the Locate Filter Ribbon

5. Place a fence around Pipeline 403-P by dragging the dashed fence lines around Pipeline 403-
P.

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Figure 12. 9: Inside Fence Created Around Pipeline 403-P

After creating the fence around the pipeline and releasing it, Pipeline 403-P is selected. This will select
only the objects that lie fully inside the fence.

Steps for Selecting Objects by Using Overlapping Fence

Select Pipelines 403-P, 402-P, and 401-P of Unit U04 in your workspace using the Overlapping fence
option of the Select command. After selecting the specified objects, the view should look like Figure
12. 10.

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Figure 12. 10: Selecting Specified Objects Using the Overlapping Fence Option of the Select Command

1. Define your workspace to display Unit U04 and Coordinate System U04 CS.
2. Select the piping task environment by using the Tasks > Piping command.
3. Click the Select button on the vertical toolbar.
4. Select the filter Pipelines in the Locate Filter drop-down list to locate only the piping objects.
Click the Overlapping Fence option on the Locate Filter ribbon. This option remains selected
till the next use of the Select command or until you change the option.

Figure 12. 11: Overlapping Fence Option on the Locate Filter Ribbon

5. Place a fence around Pipeline 403-P by dragging the dashed fence lines around Pipeline 403-
P. The fence should cover some portion of Pipelines 402-P and 401-P, as indicated by the
dotted lines in Figure 12. 12.

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Figure 12. 12: Overlapping Fence

6. After creating the fence and releasing it, Pipelines 403-P, 402-P, and 401-P would be selected.

Steps for Selecting Objects by Key-in of Name

Select Pipeline 400-P of Unit U04 by key-in of the name. After selection of the pipeline, the view
should look like Figure 12. 1.

1. Define your workspace to display Unit U04 and Coordinate System U04 CS.
2. Select the any task environment.
3. Click the Select button on the vertical toolbar.
4. Select the filter ALL in the Locate Filter drop-down list.
5. Key-in 400-P in the name field of the WorkSpace Explorer as shown in Figure 13 and Enter.

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 SP3D Common Tutorial: Session 12: Selecting Objects in a Model

Figure 12. 13: Selecting a Pipeline by Name

Tips:
 The select command Locate Filter also applies to selection by name.
 You can select multiple objects by name by entering “*” as a wildcard in the name
search. For example, *P would select all objects with names ending in P.

Steps for Selecting Objects by Using Select by Filter

Select all the structural objects in Unit U01, Area A2, of your workspace by using an object type filter.
After selecting the specified objects, the view should look like Figure 12. 14.

Figure 12. 14: Final Output - Selecting a Structural Object by Using an Object Type Filter

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1. Define your workspace to display A2, U01.

2. Select the Tools > Select by Filter command.

Figure 12. 15: Tools > Select by Filter Command

The Select by Filter command opens the Select Filter dialog box where you can select one or
more existing filters or create a new filter to use for the selection.

Tip:

 When the Filter Selection dialog box opens, a tree view lists the folders of the
available filters. When you double-click a folder, the view expands to show the next
level of the folder organization. Double-click a filter to use it.

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Figure 12. 16: Select Filter Dialog Box

3. In the Select Filter dialog box, select Catalog Filters, expand Default Filters > SP3D Object
Filters > Object Types and then, select the Structure filter.

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Figure 12. 17: Structure Filter in the Select Filter Dialog Box

Tip:

 You can include more than one filter by pressing the CTRL key and clicking more
filters. This will find objects that meet any of the filters selected (the union of all filters
selected).

4. Click OK to select all structural objects in the current workspace.

Steps for Selecting Objects Graphically using Custom Filters

In addition to the pre-defined filters available in the locate filters list, it is possible to use any filter
from the Catalog, Plant or My Filters for graphical selection.
Select all the beams objects in Unit U07, Area A2, of your workspace by using a predefined catalog
filter for Type Category Beams. After selecting the specified objects, the view should look like Figure
12. 18.

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Figure 12. 18: Final Output – Selecting Objects By Adding Temporary Filters

1. Define your workspace to display A2, U07.

2. From Locate Filter, select More…

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Figure 12. 19: Locate Filter > More...

3. In the Select Filter dialog box, from Catalog Filters, expand Default Filters > SP3D Object
Filters > Object Types > Structure > Members > Type and then select Beam.

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Figure 12. 20: Select Filter > Beam

4. Click Ok.

Figure 12. 21: Filter: Beam

5. Use a fence select to highlight the entire structure and select only beams.

Note:
You can use these filters to perform the following:
 Control the selection of compound (or owner) objects versus selection of the
constituent components. For example, in the Piping task, you have the option to
locate the run, the parts, or the features of the run.
 Filter on any object independent of the current task.
 These filters remain available if you switch tasks, but they are not saved to the
session file.

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For more information related to selecting objects by an object type filter, Locate Filter, and
inside/overlapping fence, refer to the following topics of the user guide CommonUsersGuide.pdf:
 Using Filters: An Overview
 Filter Properties Dialog Box
 Using the Tools Menu: An Overview

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 SP3D Common Tutorial: Session 13: Applying Surface Style Rules

Session 13: Applying Surface Style Rules

Objective

By the end of this session, you will be able to:

 Apply surface style rules to set the color and surface transparency of the objects displayed in
your workspace.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Manipulating Views
 Selecting Objects

Overview

The surface style rule lets you to use color to distinguish objects for your individual modeling or
design purposes. For example, you can display objects that are on the To Do List in red. You can
show objects that have the approved status in one color and that have the rejected status in another
color. You can show a hot service pipe in one color and a cold service pipe in another color. You can
elect to show piping insulation and slabs in transparent colors so you can see the objects behind them.
You can also define style rules that show objects in their approximate actual physical color if you are
reviewing the model with a customer.

A surface style rule is the combination of a filter that identifies a set of objects by specific criteria and
an associated surface style. You can select any number of surface style rules to apply to the objects
displayed in your session. Surface style rules work like a coin changer. An object is checked to see if it
meets the filter criteria of the first surface style rule in the list of selected surface style rules. If it does,
the associated surface style is applied to that object. If it does not, the next rule in the list is checked. If
an object does not meet the criteria of any of the surface style rules, it is displayed in the system-
defined default style.

Surface style rules are applied to objects when you:

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 SP3D Common Tutorial: Session 13: Applying Surface Style Rules

 Place a new object.

 Edit an existing object.
 Refresh the workspace.
 Select a rule in the Workspace list, and then click Apply in the Surface Style Rules dialog
box.

The surface style rules you select are stored in your session file and can be included in your
templates.

Tips:
 Surface style rules can impact the display and update performance of SP3D
significantly. You should use only a few rules during normal design, but may use a
number of rules to create visualizations for engineering and client reviews.
 To improve performance, use filters based on object type and properties, and limit
the use of filters based on the System hierarchy.

Steps for Creating a Surface Style Rule

Create and apply a surface style rule to change the color of equipment objects to yellow in Unit U04 of
your workspace. After applying the surface style rule, the view should resemble the highlighted area
in Figure 13. 1.

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Figure 13. 1: Final Output - After Applying Surface Style Rule to Equipment Objects

1. Define your workspace to display Unit U04 and Coordinate System U04 CS.

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 SP3D Common Tutorial: Session 13: Applying Surface Style Rules

Figure 13. 2: Defining a Workspace

2. Select the Format > Surface Style Rules command.

Figure 13. 3: Surface Style Rule Command on Format Menu

3. The Surface Style Rules dialog box appears. It contains the surface style rules defined for the
plant model. Click New to define a new rule.

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.
Figure 13. 4: Surface Style Rules Dialog Box

4. The Surface Style Rules Properties dialog box appears. It contains fields to define the rule
name, filter, the applied style, and the geometric aspects of the object to which the style is
applied. Type All Equipment objects in the Rule name box as shown in Figure 13. 5.

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 SP3D Common Tutorial: Session 13: Applying Surface Style Rules

Figure 13. 5: Specifying Rule Name on the Surface Style Rule Properties Dialog Box

 In the next step, you select a filter to identify the objects to which a surface style will
be applied. You can select a filter from the drop-down list or previously selected
filters. displays the list of filters previously selected while creating surface style rules
in the current session file.
 Select another existing filter using the More… option. This option displays the Select
Filter dialog.
 Create a new filter using the Create New Filter… option. This option displays the
New Filter Properties dialog box to define a new filter.
 displays the Select Filter dialog box to select a filter from the existing filters.
 The Properties button next to the Filter drop-down list displays the properties of the
selected filter.

5. Click the Filter drop-down list and select the More… option to specify the filter as shown in
Figure 13. 6.

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Figure 13. 6: Selecting the Filter

6. Under Catalog Filters, expand Default Filters > SP3D Object Filters > Object Types and
select the Equipment and Furnishing filter. Click OK to go back to the Surface Style Rules
Properties dialog box.

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Figure 13. 7: Selecting the Filter

Now, you will select the surface style that you want to apply to the objects selected by the
filter.
 The Style applied drop-down list specifies the surface style. The list contains all
surface styles available in the model database.
 The Properties button next to this drop-down list allows you to edit the selected
style.
Tip:
 You can modify the existing styles by clicking the Format > Style command.
 While anyone can currently edit the surface styles (change the definition of colors), the
administrator should be the only one who exercises this function. Access control will be
added to the surface styles in a future release.

7. Select Yellow in the Style applied drop-down list of the Surface Style Rules Properties
dialog box.

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Figure 13. 8: Specifying the Style

In the next step, you to select the aspects of the design objects to which the style rule applies.
An aspect is an alternate geometry for a design object. An object can have one or more
aspects (see list below). For Example, a surface style rule can be defined to show Piping
insulation in a translucent surface style so you can see the pipe’s simple physical aspect.

The aspects to which you can apply the selected surface style rule are:

 The Simple Physical aspect is the physical geometry of the object that is suitable for
visual recognition and interference detection purposes.
 The Detailed Physical aspect is a more detailed model of the physical geometry.
Currently, the design objects delivered by Intergraph do not use this aspect.
 The Insulation aspect is the insulation geometry.
 The Operation aspect is the space around an object required for its operation.
 The Maintenance aspect is the space around an object required to perform
maintenance on the object.

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 The Reference Geometry aspect is geometry used for design reference only and does
not participate in interference checking.

8. In the Select all aspects to which the style will be applied list, clear all check boxes except
the Simple Physical check box. Click OK.

Figure 13. 9: Specifying the Aspect

Notes:
 The system-default style is used to display all aspects of an object whose style
you have not defined with a style rule.
 When you create a surface style rule, the rule is assigned to your active
permission group.

9. To apply the rule, select the All Equipment Objects rule in the Style Rule Library and click
Add.

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Figure 13. 10: Added the Surface Style Rule to the Workspace

10. Click OK.

Tips:
 When an object is created or edited, it is checked against the filters of the surface style
rules starting from the top of the list. When the object meets a filter, it is assigned that
style and is not checked against the style rules further down in the list. For greatest
efficiency, you should arrange the rules such that the rules appearing at the top of the
list apply to most of the objects. Click Move Up and Move Down to change the order
of the rules in the Workspace list.

For more information related to applying surface style rules, refer to the Using Surface Style Rules: An
Overview topic in the user guide CommonUsersGuide.pdf.

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 SP3D Common Tutorial: Session 14: Applying Surface Style Rules to Reference 3D objects

Session 14: Applying Surface Style Rules to Reference

3D objects

Creating a Surface Style Rule:

Create and apply a surface style rule to change the color of Reference 3D equipment objects in your
workspace to blue. After applying the surface style rule, the view of the workspace should resemble
Figure 14. 1.

Figure 14. 1: Final Output - After Applying Surface Style Rule to Reference3D Equipment Objects

Steps

1. Define your workspace to display the Reference 3D elements. In your training plant, select
the Reference 3D filter in the Select Filter dialog box.

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2. Select the View > Fit command

3. Select the Format > Surface Style Rules command.
4. The Surface Style Rules dialog box appears. It contains the surface style rules defined for the
plant model. Click New to define a new rule.
5. The Surface Style Rule Properties dialog box appears. It displays fields to define the rule
name, filter, the applied style, and the geometric aspects of the object to which the style is
applied. Type All Reference 3D Equipment objects in the Rule name box.
6. Click the Filter drop-down list and select the More option to specify the filter.
7. Under Catalog Filters, expand Default Filters > Reference 3D Object Filters > Object Types
and select the Reference 3D Equipment filter. Click OK to go back to the Surface Style Rule
Properties dialog box.
8. Select Blue in the Style applied drop-down list of the Surface Style Rule Properties dialog
box.
9. In the Select all aspects to which the style will be applied list, clear all check boxes except
the Simple physical check box. Click OK.
10. To apply the rule, select the All Reference 3D Equipment objects rule in Style rule library
and click Add.
11. Click OK.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Session 15: PinPoint Ribbon

Objective

By the end of this session, you will be able to:

 Use PinPoint to enter precision points whenever commands prompt for a point.

Pre-Requisite Sessions:

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Manipulating Views

Overview

The PinPoint ribbon (Figure 1) appears when you click the PinPoint button on the Common toolbar
or the PinPoint command in the Tools menu. The PinPoint controls are active when any command
prompts you to enter a point. The PinPoint options allow you to enter precision coordinates relative
to the selected coordinate system and precision coordinate offsets relative to any point in the model.

You can change the position of the origin used for the coordinate readouts by clicking the
Reposition Target option on the ribbon and then clicking a new position in the active view. The
target position can be defined by entering the coordinates. It can also be defined at a precision point
found on existing geometry by using the SmartSketch3D feedback. (Refer to the tutorial for SP3D
Common Session 9: Using SmartSketch Points). As you move the cursor around, PinPoint displays
the distances between the cursor and the target position. The target is your way of entering Delta
positions.

You can lock one or more coordinate positions by entering the coordinates in the fields. You can
also lock the coordinates at the current cursor position by using the F6, F7, and F8 function keys
(Easting {x}, Northing {y}, and Elevation {z}, respectively). The second method is very useful in
conjunction with the SmartSketch3D precision point feedback. You can position your cursor so that
it finds, for example, the axis of a pipe and then enter F8 to lock just the elevation coordinate to the
elevation of the pipe. As you move your cursor, only the Easting and Northing will change.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Figure 15. 1: PinPoint Ribbon

Notes:

 The coordinate system selected on the PinPoint ribbon is called the active coordinate
system. It is used by all commands that have functions that reference a coordinate
system.
 You can choose to work with rectangular, spherical, or cylindrical coordinates on the
PinPoint ribbon.
 You can define a temporary coordinate system with an origin and axis directions
different from those of the global coordinate system or the available auxiliary
coordinate systems you have defined in the Grids task.

The options available on the PinPoint ribbon are:

 Display On/Off - Displays or hides the PinPoint distance readout near the cursor in
the active view. The text is displayed in the selected elements color defined on the
Options dialog box, which is displayed using the Tools > Options command.

 Set Target to Origin - Moves the target to the origin of the active coordinate system

Note:
 If a different coordinate system is selected in the Coordinate System box, you must
click Set Target to Origin to reset the target to the origin of the selected coordinate
system.

 Relative Tracking – This mode moves the target to the last point you entered.

 Coordinate system - Sets the active coordinate system. You can select the global
coordinate system from the drop-down list. Or, you can select a coordinate system in a
graphic view or from the System hierarchy.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Figure 15. 2: Coordinate system Options

The Coordinate system drop-down list shows the last seven coordinate systems that
were selected in a session in addition to the three default options seen in Figure 3. These
options are as follows:

o Global - Specifies the current Global coordinate system

o Select Graphically – Allows you to graphically select a displayed coordinate
system or to select any design object that has a local coordinate system such
as equipment and nozzles
o More - Displays the Select Coordinate System dialog box (Figure 3) where
you can select the coordinate systems by browsing to it in the system
hierarchy. The Workspace option shows only the coordinate systems in the
current workspace. The Database option shows all coordinate systems
defined in the model database.

Figure 15. 3: Select Coordinate System Dialog Box

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

 Properties of Active Coordinate System - Shows the properties of the active

coordinate system selected in the Coordinate system drop-down list (Figure 15. 4).

Figure 15. 4: Coordinate System Properties

 Define Coordinate System by 3 Points - Defines a temporary coordinate system by

three points. Point 1 defines the origin of the coordinate system. Point 2 defines the end of
the local E(X)-axis. Point 3 defines the end of the local N(Y)-axis.

 Rectangular Coordinates – Sets the readout to the rectangular coordinates mode. The
following controls appear with this coordinate mode:

 Step – Forces the coordinates to snap to multiples of the displayed step value. To
disable this behavior, you delete the value displayed in this field.
 E – East or x-axis coordinate
 N – North or y-axis coordinate
 EL – Elevation or z-axis coordinate

Figure 15. 5: Rectangular Coordinates on the PinPoint Ribbon

 Locking and Unlocking Values: This toggle button locks or unlocks coordinates.
The current state of the button shows whether or not the coordinate is locked.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Tips:

 The F6, F7, and F8 function keys toggle the coordinate lock for the E, N, EL
coordinates, respectively. When you toggle to lock, the current cursor
coordinate is entered as the locked value and the keyboard focus is set to that
coordinate on the pinpoint ribbon.
 The function keys are the recommended way to put the keyboard focus in the
desired coordinate field to enter a coordinate rather than clicking in the
coordinate field. This gets you in a habit that works whether you want to use
the current smartsketch point coordinate value or if you want to enter a
different coordinate value.

 Spherical Coordinates – Sets the readout to the spherical coordinates mode. The
following controls appear with this coordinate mode.
 Distance – Radial distance coordinate (should be called radius)
 Horizontal - Horizontal angle coordinate as measured clockwise from the
N-axis in the horizontal plane to the radial axis
 Vertical - Vertical angle coordinate as measured up from the horizontal
plane to the radial axis

Tip:
 When you use spherical coordinates and lock the distance, you must also lock
at least one of the angle boxes on the ribbon. You cannot unlock an angle while
the absolute distance is locked and no other angle is locked.

 Cylindrical Coordinates - Specifies the cylindrical coordinates mode for the PinPoint
command. The following corresponding settings appear with this coordinate mode:
 Radius – Radial distance coordinate
 Theta - Horizontal angle coordinate as measured clockwise from the N-axis
in the horizontal plane to the radial axis
 Z – Elevation or z-axis coordinates

Practice Using Precision Point Tools

When a command is in a smartstep prompting you to enter a point, you can enter the exact point you
want with the aid of PinPoint in conjunction with Smartsketch precision point hot spots on graphic
objects. The PinPoint tool allows you to view and enter coordinates relative to the coordinate system
of your choice.

1. Define a workspace having all systems of the training plant. Activate the PinPoint ribbon by
picking the PinPoint button on the horizontal tool bar.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Figure 15. 6

The PinPoint ribbon displays the coordinate system you selected for input/output of
coordinates. This coordinate system is called the Active Coordinate System. All commands
that need a coordinate system for orientation use this coordinate system.

2. Click on the Coordinate System combo to see the coordinate systems available for selection
and then pick the “More…” option

Figure 15. 7

The last few coordinate systems you selected will display in the list along with the options:
Global, Select Graphically, and More…

All coordinates are stored in the database relative to the native Global coordinate system.
You cannot edit this coordinate system. You can create other coordinate systems in the Grids
Environment to use as convenient references for modeling different portions of the plant.
These coordinate systems are available for selection in the Coordinate System combo or
selection from the More… option.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Figure 15. 8

You can navigate the System hierarchy to locate a coordinate system currently included in
your workspace or you can pick the Database option to allow you to browse the entire model
database to select the coordinate system you want.

3. Select U04 CS with a double-click on the coordinate system name. Or, select and pick OK.

The “Select Graphically” option prompts you to select an object. You can select a coordinate
system by pointing at the coordinate system graphic or you can select any object that has a
local coordinate system, for example, equipment or a structure member.

4. Pick “Select graphically” and select a structure member and then select equipment T-162.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Figure 15. 9

You can set the active coordinate system to a temporary definition using the Define
Coordinate System by Three Points button.

Figure 15. 10

You will be prompted to select the origin, east (x-axis) and north (y-axis) direction.
Experiment with this on your own.

5. Pick the Coordinate System combo drop-down and pick U04 CS from the list.

Once you have selected the Active Coordinate System, you must define the origin from which
the displayed coordinates are measured. This temporary origin is called the Target. The
Target allows you to view and enter coordinates relative to any point in the model. When
you change the Active Coordinate System, the position of the Target in the model remains
where it was. You can choose to set the Target to the origin of the Active Coordinate System
by picking the Set Target to Origin button.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Figure 15. 11

6. Pick the Set Target to Origin button.

You select the coordinates you see on the PinPoint ribbon by picking, Rectangular, Spherical,
or Cylindrical Coordinates mode.

7. Select the Rectangular Coordinates mode

Figure 15. 12

You see the rectangular coordinates; Easting (x), Northing (y), and Elevation (z) fields that
display the coordinates of the current cursor position (measured from the Target) when you
are in a command step prompting you to enter a point.

The Step field and lock buttons will be described later.

8. Select the Spherical Coordinates mode

Figure 15. 13

You see the spherical coordinates; Distance (should be called “radius”), Horizontal angle,
and Vertical angle. The Distance is the length from the Target to the cursor point. The
horizontal angle is measured from the north (y) axis to the projection of the line from the
Target to the cursor point on the plan plane. The vertical angle is measured from the plan
plane to the line from the Target to the cursor point.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

Figure 15. 14

9. Select the Cylindrical Coordinates mode

Figure 15. 15

You see the cylindrical coordinates; Radius, Theta, and Z. The Radius is measured from
Target to projection of the cursor point on the plan plane. Theta is measured from the north
(y) axis to the projection on the plan plane of the line from the Target to the cursor point. Z is
measured from the plan plane vertically to the cursor point.

Figure 15. 16

10. Reselect the Rectangular Coordinates mode. In the Equipment Environment, select
equipment 41V-101 and pick the Move command to enter into a command that prompts you
to enter a point.

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The Move command defaults the “from point” to the origin of the equipment and goes
immediately into the “to point” step of the move.

Figure 15. 17

Notice the lines going from the Target Location (sphere graphic) along the Active Coordinate
System axes directions to the cursor point. You also see the coordinates displayed on the
screen and in the fields on the ribbon bar.

You can toggle the display of the pinpoint graphics in the window off and on by picking the
Display on/off button (or F9).

11. Enter F9 to toggle off the PinPoint graphics display in the window and then toggle the
display back on.

Figure 15. 18

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You can set the Target location to get coordinates relative any point in the model. This is how
you enter precision offsets from existing geometry.

12. Pick the Reset Target button and select the midpoint of the indicated member by positioning
your cursor near the evident midpoint. You will see a glyph display indicating a Divisor
point. These keypoints will be discussed in detail in the “Using SmartSketch Points tutorial.

Figure 15. 19

You can also quickly Reset Target by first positioning the cursor over the point you want and
entering F12. This immediately resets the target to the current position of the cursor.

13. Click the “move from” button on the move ribbon to select a different reference point on the
equipment. Position the cursor over the top nozzle of equipment 41V-101 and enter F12 to set
the Target to the nozzle point. Then, position the cursor over the nozzle and click to enter the
nozzle point as the “move from” point.

Optionally: Select the “Relative Tracking” mode on the PinPoint ribbon before you pick the
“move from” button on the Move ribbon. This mode resets the Target automatically to the
last point you enter.

Figure 15. 20

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

You can enter coordinates by clicking in the desired coordinate field on the PinPoint ribbon or
entering F6, F7, or F8 to set the east, north, or elevation coordinates respectively. The
function keys are the most efficient method. When the function key to fix a coordinate is
pressed, the coordinate of the current cursor position is locked and the keyboard focus to set
to that coordinate field. You can leave the coordinate at the indicated locked value or enter
another coordinate.

The cursor point will be forced to the coordinates you enter or “lock”. As soon as you enter
the point with a click, all the coordinate locks will be automatically removed. You can also
unlock the coordinates by clicking on the Lock toggle buttons or entering F6, F7, or F8 when
the coordinate is locked.

14. With equipment now in the “move to” step, click on the select lists for the east and elevation
coordinates and select 0 to lock the movement to just along the north direction. Position the
cursor over the midpoint of the indicated member and click to move the equipment so that
the nozzle point is moved north middle of the pad.

Figure 15. 21

15. Undo the move.

PinPoint works in a similar way using the coordinates of the Spherical and Cylindrical coordinate
systems. You have seen how the PinPoint coordinate locks can be used in conjunction with
smartsketch points to enter precision coordinates for points. The “Using SmartSketch Points” tutorial
will show other useful scenarios.

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 SP3D Common Tutorial: Session 15: PinPoint Ribbon

For more information related to the PinPoint ribbon, refer to the Using the Tools Menu: An Overview
topic of the user guide CommonUsersGuide.pdf.

Quiz:

1. Which types of coordinates can you define on the PinPoint ribbon?

2. Which of the following options can you use to change the target position:






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 SP3D Common Tutorial: Session 16: Smartsketch Points

Session 16: Smartsketch Points

Objective

By the end of this session, you will be able to:

 Use the SmartSketch options to define which precision points will be located.
 Use SmartSketch points in conjunction with PinPoint to enter precision points.
 Use the Add to SmartSketch List ribbon options to make locating smartsketch points in
dense models easier.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace

Overview

When any command is in a smartstep prompting you to select a point, the software activates the
SmartSketch point location function. When your cursor is close to a SmartSketch point, the geometric
objects providing the precision are highlighted and a small glyph near the cursor displays the specific
type of precision point found. When you click to enter the point, the coordinates of that precision
point, the type precision point, and the object(s) providing the point are supplied to the command
asking for the point. Many commands will create associative point relationships that maintain the
point at the precision point location when the geometric objects are modified.

Tip:
 Understanding when associative points are established is important to understand
the modification behavior of the different design objects. The tutorials will tell you
which commands create the associative point relationships. Better ways to show you
that the associative point relationships exist should be provided in the future.

The basic types of SmartSketch points are:

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 Key points on connection ports – the connection point on piping nozzle, conduit,
HVAC, and foundation ports.
 Key points on geometry—end point, divisor point, point along linear object, and
center of circle.
 Intersection points—intersection point of two linear objects or a point along the
intersection of two planes.
 Linear relationship point—when command prompts for two points, the second point
can locate the points that make the line between the first and second points parallel or
perpendicular to another linear object or an axis of the active coordinate system.

The SmartSketch points are only located relative to geometry of objects that have been added to the
SmartSketch List. You can add objects to this list automatically when the cursor pauses over the
object for your configured Dwell time. Or, you can choose the option to manually add objects to the
Smartsketch List (CTRL+D and select). The option to manually add objects to the list is very useful if
your model is so dense that it is hard to locate the SmartSketch point on a specific object of interest.

If you click the middle mouse button when a relationship indicator is displayed, the relationship will
be locked. You can then move your cursor to locate other SmartSketch points. A second click on the
middle mouse button will unlock the relationship. This feature of locking and unlocking the
relationship is also helpful in a dense model to isolate the points you want.

You can control the behavior of the precision point location using the Add to SmartSketch command
located in the Tools menu and in the horizontal toolbar. The command displays the ribbon shown in
figure 1.

Figure 16. 1

Options on the Add to SmartSketch List Ribbon:

The six options on the Add to SmartSketch List ribbon are described below:

1. SmartSketch Options—Displays the SmartSketch Properties dialog box, which

enables you to set the SmartSketch points that you want the software to locate.

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Figure 16. 2: SmartSketch Properties Dialog Box

a. Intersection—Displays a relationship indicator ( ) when you move the cursor

over points where two or more linear objects or parallel planes intersect.
b. Offset—Displays a relationship indicator ( ) when you move the cursor to a
location that is the specified offset from an object or line you have added to the
Smartsketch List. You need to enter an offset value in the Offset box (refer to
Figure 3). There is also an Offset from surface that displays a relationship
indicator when you point to the location of a line that is offset from the
intersection of your selected projection plane with a surface that is in the
SmartSketch locate list.

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Figure 16. 3: Offset Option

Tip:
 You need a projection plane to locate Offset points. You can set the projection plane
using controls on the ribbon of the routing commands, Move command, and the 3D
sketch component used in several application object modeling commands (for
example, handrail and slab).

c. Key point—Displays a relationship indicator ( ) when you move the cursor

over a point that the object has defined as important for design purposes. For
example, a nozzle has a key point at the center of the port. A structure member
has key points at the end of the member.
d. Nozzle or other port point— Displays a relationship indicator ( ) when you
move the cursor over the graphics of a connection port such as a pipe nozzle.
This keypoint is separated from the general geometric keypoints primarily so
routing application users can elect to model without seeing the bounding box
keypoints on the route geometry when they are not needed.
e. Divisor point—Displays a relationship indicator ( ) when you move the cursor
to the points where a line is divided equally into the number of divisions that you
set. A drop-down list enables you choose from 2 to 7 divisions for a line (refer to
Figure 4).

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 SP3D Common Tutorial: Session 16: Smartsketch Points

Figure 16. 4: Divisor Point Option

f. Center point—Displays a relationship indicator ( ) when you move the cursor

over the center of a circle or an arc.
g. Point on curve—Displays a relationship indicator ( ) when you move the
cursor over any connection point on an object, such as a nozzle on a piece of
equipment.
h. Point on surface—Displays a relationship indicator ( ) when you move the
cursor over a surface.
i. Edges on solids—Displays a relationship indicator ( ) when you move the
cursor over an edge on a solid object such as structure members, walls, and slabs.
j. Reference axis aligned—Displays a linear relationship indicator ( ) when the
line implied by the cursor point is aligned with the E-, N-, or EL-axis of the
Active Coordinate System.
k. Parallel—Displays a linear relationship indicator ( ) when the line implied by
the cursor point is parallel to another linear object in the SmartSketch list. When
this indicator appears, the software highlights the parallel objects. For example, if
you add a section of a pipe that runs parallel to another pipe that has been added
to the SmartSketch List, this indicator appears and both the objects are
highlighted.

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 SP3D Common Tutorial: Session 16: Smartsketch Points

l. Perpendicular—Displays a linear relationship indicator ( ) when the line

implied by the cursor point is perpendicular to another linear object in the
SmartSketch list. For instance, when you connect two pipes at a 90 degree angle,
this indicator appears.
m. Tangent—Displays a relationship indicator ( ) when you move the cursor such
that the line implied by the cursor point is tangent to an object.

Tips:
 Most of the Add to SmartSketch List controls are also available on the SmartSketch
tab of the Options dialog box.
 When a command is prompting you to locate a point, you can press F3 to toggle the
relationship indicator for locating surfaces on and off. This makes locating key points
much easier.

2. Select - Selects objects to be added to the SmartSketch list.

3. Clears the SmartSketch List - Removes all objects from the smartsketch locate list.

4. Locate on List Only – When this toggle is on, objects must be added to the
SmartSketch List manually. You can either use the Select smartstep (see item 2 above) or
you can press Ctrl-D at any time a command is prompting for a point and pick. When
the toggle is off, objects are added automatically when your cursor pauses over the object
for the indicated Dwell time.

5. Dwell time – Specifies how long you must pause the cursor over an object before it is
automatically added to SmartSketch list. A value around 0.5 seconds is usually best
although.

6. List size - Specifies how many objects are added to the SmartSketch List before the
software begins removing previously added objects. The value in this box must be an
integer greater than 1. List size reflects is the same property as Stack size on the
SmartSketch Properties dialog box.

For more information related to Add to SmartSketch List ribbon, refer to the Using the Tools Menu: An
Overview topic of the user guide CommonUsersGuide.pdf.

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 SP3D Common Tutorial: Session 16: Smartsketch Points

Quiz:

1. When does the software display SmartSketch points?

2. How do you select which SmartSketch point locate options are active?
3. When should you use the Locate on List Only option?
4. Where is this option located?
5. How do you lock a SmartSketch relationship before you enter the point?

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

Session 17: Measurement Ribbon

Objective

By the end of this session, you will be able to:

 Measure distance, radius, and angle.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Manipulating Views

Overview

The Measurement ribbon (refer to Figure 1) appears when you select the Measure command in the
Tools menu or from the Common Toolbar. The measurements are temporary and are not stored in
the model. You can specify the units of measurement by clicking the Tools > Options command and
selecting the Units of Measure tab.

The Tools > Measure command can:

 Measure the distance between two points.
 Measure the minimum distance between two objects.
 Display the diameter and radius of holes and fillets.
 Determine the angle between two lines or surfaces.
 Sum repeated measurements and display the cumulative results on the ribbon.

Figure 17. 1: Measurement Ribbon

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Options on the Measurement Ribbon

The options on the Measurement ribbon are described below:

 Coordinate System Properties—Displays the properties of the active coordinate

system

 Coordinate system—Sets the Active Coordinate System. The active coordinate

system can also be changed on the PinPoint ribbon bar. Measurements are relative to
the active coordinate system.

 Define Coordinate System by 3 Points—Defines a temporary coordinate system

by three points. Point 1 defines the origin of the coordinate system, Point 2 defines the
end of the local E axis, and Point 3 defines the end of the local N axis.

 Measurement Modes:

o Measure Distance Between 2 Points—Measures the linear distance

between two points.

o Measure Minimum Distance—Measures the shortest distance between

two objects.

o Measure Distance Along Element—Measures the distance between two

points along the axis of a selected linear element. Points are projected to the
axis.

o Measure Radius and Diameter— Measures the radius or diameter of

cylindrical arcs or surfaces such as holes, fillets, or cylinders.

o Measure Angle Between 3 Points—Measures the angle between three

points. The second point is the vertex.

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o Measure Angle Between Objects—Measures the angle between planar

surfaces and/or the axis of cylinders.

 Clear—Resets the value in the Cumulative box to zero.

 Cumulative—Sums repeated measurements until it is cleared or you switch

between the angle and distance modes of measurement.

 Copy Measurement—Copies the measurement values from the ribbon to the

clipboard.

The remaining controls on the ribbon depend on the angle or distance measurement mode
selected:

 Measuring the Distance—While measuring linear distances, the following options

appear on the Measurement ribbon.

o Distance—Displays the distance between two points.

o Δ East—Displays the distance along the E-axis.
o Δ North—Displays the distance along the N-axis.
o Δ Elevation—Displays the distance along the EL-axis.

Figure 17. 2: Fields for Distance Measurement

Examples showing the use of the linear distance measurement:

 Measure Minimum Distance: Use the Measure Minimum Distance command
from the Measurement ribbon to measure the clearance between, for example, the
pump and the column. Locate the pump and the column. The minimum distance between
the displayed geometric aspects of the two objects and the distance along the active
coordinate system axes will be displayed on the Measurement ribbon as well as on the
graphic view, as shown in Figure 3. Go to Tools  Options  SmartSketch and
click on “Edges on solids” check box.

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

Figure 17. 3: Minimum Distance Measured Between a Column and Pump

 Measure of Minimum Distance between two objects as projected to a selected

plane: Use the Measure Minimum Distance command from the Measurement
ribbon. Measure the distance between a pipe and a nozzle. Under Plane on the
Measurement ribbon bar, select Elevation Plane: East-West.

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

 Measure Distance Between 2 Points: Use the Measure Distance Between

2 Points command from the Measurement ribbon, to measure distance between,
for example, the tank discharge centerlines. Locate the two nozzles of the
tank. The absolute distance between the two points and the distance along the active
coordinate system axes will be displayed on the Measurement ribbon as well as on the
graphic view, as shown in figure 4.

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

Figure 17. 4: Distance Measured Between Two Nozzles

 Measuring the Radius or Diameter: While measuring radius or diameter, the

following options appear on the Measurement ribbon.

o Radius—Displays the radius of a hole or a fillet

o Diameter—Displays the diameter of a hole

Figure 17. 5: Fields for Radius or Diameter Measurement

 Measuring Angles: While measuring angles, the following options appear on the
Measurement ribbon.

o Angle—Displays the angle between specific points or surfaces in a model.

o Apparent angle—Measures the angle of the lines projected on the active view
plane. If lines intersect and are coplanar, then both the Angle and Apparent

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

angle boxes display values. If the lines do not intersect and are not coplanar, then
only the Apparent angle box displays a value.

Figure 17. 6: Fields for Angle Measurement

Examples showing the use of angle measurement:

 Measure Angle Between Objects: Use the Measure Angle Between 2 Objects
command to measure the angle between, for example, a column and a vertical
corner brace. Locate the column and the brace. If the infinite extension of lines
(or planes) defined by the selected objects intersect, the Angle between them is
displayed on the Measurement ribbon. If they do not intersect, only the
Apparent Angle as found by the projection to the view plane is displayed.

Figure 17. 7: Angle Measured Between Objects

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

 Measure Angle Between 3 Points: Use the Measure Angle Between 3 Points
command to measure a specific angle you can define by selecting three
points. Locate the first point, second point (vertex), and third point. The Angle
defined by the three points is displayed on the Measurement ribbon.

Find the Centroid of an Object

You can now find the centroid of cylinders, curves, spheres, boxes, circles and lines using the Get
Point command.

20. Define your workspace to display Unit U01 and Coordinate System U01 CS.
2. From Common Views, select Looking East.

Figure 17. 8: Common View: Looking East

3. Go to Tools and select Get Point.

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Figure 17. 9

4. Click the sphere on the front of Equipment E-102. . When selected, it will be outlined with a
circle.

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

Figure 17. 10

5. The center of the pump will be indicated.

Figure 17. 11

For more information related to Measurement ribbon, refer to the Using the Tools Menu: An Overview
topic of the user guide CommonUsersGuide.pdf.

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 SP3D Common Tutorial: Session 17: Measurement Ribbon

Quiz:

1. How do you define a temporary coordinate system?

2. What options change on the Measurement ribbon if you select different measurement
modes?
3. Which measurement options will you use to measure the shortest distance between two
objects?

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 SP3D Common Tutorial: Session 18: Assigning Objects to WBS Items

Session 18: Assigning Objects to WBS Items

Objective

By the end of this topic, you will be able to:

 Assign objects to a Work Breakdown Structure (WBS) item.
 Name some uses for the Work Breakdown Structure.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Manipulating Views
 Selecting Objects in a Model
 Applying Surface Style Rules

Overview

The Work Breakdown Structure (WBS) is basically a means to define additional groupings of design
objects for whatever work purposes your company might need. It is well suited for dividing up the
design for contracting or fabrication purposes.

The terminology for the first level of grouping object, the Project (and As-Built), was chosen to help
Owner Operators manage the project work on existing facilities. EPCs can use the Project level
grouping for major divisions of responsibility. An object can only belong to one project.

You can nest additional types of groupings called WBS Items under the project. An object must be
claimed to the same project as the WBS Item to be assigned to the WBS Item. An object can belong to
more than one WBS Item depending on the rules discussed below. Your company can customize the
type/purpose of WBS Item by editing the Catalog. The default types delivered with the product are
suitable for contracting activities in the different disciplines. The piping application uses the WBS
Item groupings to manage the assignment of pipes to specific isometric drawings.

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 SP3D Common Tutorial: Session 18: Assigning Objects to WBS Items

You can assign objects to WBS projects and WBS Items after they have been created. You can also
have the objects assigned automatically as you create them. The currently active Project or WBS Item
is shown in the drop-down list in the upper left corner of the task window next to the Permission
Group box. If a project is identified, all new objects are assigned to that active project when they are
created. If a WBS Item is identified, objects are first assigned to the parent project of the WBS Item
and are then assigned to the WBS Item.

When you edit an object, it retains its current project and/or WBS Item relationship. You change the
project parent of an object by selecting the object and running the Claim command. You can change
the WBS Item relationship with the Assign to WBS command.

Steps for Manually Assigning Objects to a WBS Item

Assign all the structural objects of Unit U02 to a WBS Item, Contract2, of your active project.

1. Define your workspace to show Unit U02.

2. Click the Tools > Select by Filter command. This command provides options to select the
objects by using filters.

Figure 18. 1: Select by Filter Command

3. Under Catalog filters in the Select Filter dialog box, expand Default Filters >SP3D Object
Filters > Object Types and then, select the Structure filter.

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 SP3D Common Tutorial: Session 18: Assigning Objects to WBS Items

Figure 18. 2: Select Filter

The system will highlight all structure objects in Unit U02 of your workspace. (Refer to Figure
18. 3.)

Figure 18. 3: Structural Objects Selected Using The Structure Filter

4. From the active WBS drop-down list, select the More… option to select the active project in
WBS.

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Figure 18. 4: WBS Drop-Down List: More… Option

5. In the Select Active Project dialog box, select Project1.

Figure 18. 5: Select Active Project dialog box

Hint:
 If Project1 is not available in the Workspace list, select the Database option at the top
of the form. The Database option will display WBS Items that are found in the
database and not just the items retrieved to the workspace based on the current
Define Workspace filter.

6. Then click the Project menu and select the Claim command to associate all the selected
objects with Project1.

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Figure 18. 6: Project Menu: Claim Command

Notes:
 The Claim command creates a relationship between the selected objects and the
active project. This relationship is communicated to the SmartPlant integrated
environment if you are working in the Project/As-Built mode in SmartPlant
Enterprise.
 An object can be related to only a single project. If you attempt to claim an object that
belongs to another project, the claim will fail. You must select the Release Claim
command and then claim the object to a different project. SmartPlant Enterprise
requires this two-step change process.
 An object must be claimed to the project of the selected WBS Item before selecting the
Assign to WBS command.
 You must have write access to the Project to claim an object to a project. This prevents
people from creating objects within groupings they do not control. A person on a
workshare site can claim objects to project even if the host owns the permission
group the project belongs to. The person doing the claim at the remote location must
be assigned "write" access to the project’s permission group on the host. The same
rules and behavior apply to assignment of objects to WBS Items.

7. Create a new WBS Item in Project1 by right-clicking Project1 and selecting the Create WBS
Item command. Select the property options shown in Figure 7.

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Figure 18. 7: Create WBS Item Dialog Box

Notes:
 The available Type and Purpose property values are defined in the Catalog that the
model is using.
 If the Exclusive property is set to true, it will prevent a given object from being assigned
to another WBS Item of the same Type and Purpose. If the property is set to false, a
given object can belong to multiple WBS Items of the same Type and Purpose.
 The WBS Assignment property controls the behavior of the Assign to WBS command. If
you set this property as System and then assign a system to a WBS Item, the Assign to
WBS command automatically assigns all objects nested under the system to the WBS
Item as well. If the property is set to System, then you can ensure that ALL children of a
given system will be assigned to the WBS Item without you having to do it manually. If
you change this property to Assembly, the System children will not be automatically
assigned to the WBS Item at the time of its creation. It will assign the children of
assemblies automatically instead.
 The system assignment overrides any individual assignment that you may have
previously made of objects to exclusive WBS Items.

8. Now click the Project menu and select the Assign to WBS… command, with all the
structural objects highlighted. The Assign to WBS… command creates a relationship
between the selected objects and a selected WBS Item.

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Figure 18. 8: Project>Assign To WBS…Command

9. In the Assign to WBS dialog box, expand Project 1 and select Civil Contract1, a WBS Item to
which the structural objects need to be assigned. Then, click OK to create the relationships
between the objects and the selected WBS Item.

Figure 18. 9: Assign To WBS Dialog Box

Tips:
 Later, if you want to verify whether the structural objects have been assigned to the WBS
Item, Civil Contract1, you can review the properties of the objects in the Relationship tab
of the Member System Prismatic Properties dialog box. (See the highlighted properties
in Figure 10.)
 You can also select the WBS Item and click the Select Nested command on the shortcut
menu. This will select all objects nested under the WBS Item.
 The objects related to WBS Items are not shown in the WBS tab of the Workspace
Explorer.

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Figure 18. 10: Member System Prismatic Properties Dialog Box

Steps for Automatically Assigning Objects to a WBS Item

As mentioned in the Overview, you can also assign objects to a Project and WBS Item automatically as
the objects are created.

1. From the active WBS drop-down list, select the More… option to select the active WBS Item.
2. Create objects.

As objects are created, they are automatically assigned to the active WBS project and/or WBS Item
according to the following specific rules:

If a WBS project is explicitly chosen as the Active WBS, then all objects you create are automatically
assigned to that project. The access control rules that control manual assignment apply for the
automatic assignment.

If a WBS Item is explicitly chosen as the Active WBS, then only specific object types will be
automatically claimed to the parent project of the WBS Item and then assigned to the WBS Item. Only
lowest-level objects that are included in deliverables and have identity are automatically assigned
(sometimes termed “parts”). In other words, design objects like piping features or the grouping
objects like Pipelines are not automatically assigned, but piping parts are assigned. You must
manually Claim any System object to a Project and manually assign it to a WBS Item.

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For more information related to WBS projects and items, refer to the topics Using the Project Menu: An
Overview and Managing WBS Items and Projects: An Overview in the user guide CommonUsersGuide.pdf.

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 SP3D Common Tutorial: Session 19: To Do List

Session 19: To Do List

Objective

By the end of this session, you will be able to:

 Use the To Do List to view and correct model data inconsistencies.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Applying Surface Style Rules

Overview

The To Do List shows you issues or inconsistencies that need to be resolved in your model. It is
critical to review the To Do List often and eliminate the problems. There are three basic types of
issues, Out of Date, In Error, and Warning.

 Out of Date: On object is Out of Date when it has not yet recalculated after one of its related
input objects has been modified or deleted.

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Figure 19. 1: Out of Date Objects in the To Do List

An object will not be recalculated if the user who changed the input object does not have
write access to the dependant object, the object is not in working status, or if you have elected
to delay the recalculation of all dependent objects in other permission groups (see
Tools>Options > Selected PG tab). The Synchronize Model with Catalog command can add
objects to the To Do List as Out of Date if reference data needed by the object is changed.

 In Error: There are many reasons why an object may be in an error state. The To Do List will
describe the reason. These reasons fall into three classes:

1) Changes in catalog data that a model object is dependent on (See Synchronize Model with
Catalog) results in a calculation error.

2) Loss of a required input object. When an object with the information on which your
design object is dependent is deleted, your object will go on the To Do List. Changes
between objects that have relationships (design integrity - although notification is
dependent on specific relationship types - i.e., not all objects with relationship provide
change notification within the To Do List).

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 SP3D Common Tutorial: Session 19: To Do List

Figure 19. 2: In Error Objects in the To Do List

3) System-required data integrity rules are violated when the object is recalculated due to a
change to its related input objects.

 Warning: A few data integrity rules that may be broken by an object are not serious enough
to require repair before generating design deliverables. These are marked as warnings.

Figure 19. 3: Warning Objects in the To Do List

Tip:

 The Help button on the To Do List dialog box provides more information about a
specific problem and recommends action that you can take to repair your design.

To Do List

To open the To Do List, select View > To Do List command.

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 SP3D Common Tutorial: Session 19: To Do List

Figure 19. 4: To Do List

Note: You can also get quick feedback on the number of new To Do List records from the To
Do Record Meter located on the status bar and open the To Do List.

Figure 19. 5: To Do Record Meter

Options in the To Do List Dialog Box

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 SP3D Common Tutorial: Session 19: To Do List

 Properties – Defines the type of To Do List items to be displayed and the information
that should appear in the To Do List
 Update – Causes an object to recalculate. You use this option to get your Out-of-date
objects to recalculate based on their updated inputs. This works for all objects regardless of
what task environment you are currently in.

Tips:

 When you update an object in the Out of date state, the object is recalculated using its
current input. In addition, all objects that depend on your Out-of-date object (and for
which you have write access) are updated.
 You can select more than one Out of date object at a time by using the CTRL or
SHIFT key while selecting the objects.

 Filter To Do List by Select Set – This option lets you to list only the To Do List items
related to the currently selected objects in the workspace. The To Do List items will continue
to be restricted after you select this option even if the select set is changed.
 Clear Filter – This option removes the filter applied using the Filter To Do List by
Select Set command. All To Do List items that match the currently defined criteria of the To
Do List properties dialog box are displayed.
 Review Status – You can now set the Review Status for To Do List entries. You can also
control whether to display warning objects and ignored items in the To Do List. This is
controlled through Properties. The Review Status is either blank or Ignored. If it is set to
Ignored, the entry will not show up in the To Do List.

Fixing Objects In Error

You can modify an object on the To Do List by selecting the object in the list and then editing the
object using the Edit ribbon of the corresponding task. To see the Edit ribbon of an object, you must
be in the task environment where that object was created. After you resolve the inconsistency in an
object, the object is automatically removed from the To Do List.

Hint:

 In Error objects are usually edited one at a time. However, you can also select more
than one object if an Edit option supports multiple objects.

Filtering Objects on the To Do List

There are two ways you can filter objects on the To Do List: By discipline type and through the
Review Status.

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 SP3D Common Tutorial: Session 19: To Do List

When objects are added to the To Do List, an object can be filtered by the discipline type that is
associated with it. From the To Do List, select Properties.

Figure 19. 6: Discipline Information

The discipline types will display under Discipline Information. You can select to include or exclude
certain objects based on this discipline information. This information can also display on the To Do
List with each item that is listed.

Managing the To Do List

It is critical to review the To Do List often and eliminate the problems. Ideally, you should have no
To Do List records related to objects that you document on design deliverables. You should generally
follow process where you do not approve an object if it has a To Do List record.

One way to help you notice To Do List issues while you design is to define a surface style rule that
sets the color of items with To Do List records to a special color for easy identification. Your
administrator can define this style rule tailored for your company for you to use. Select and add this
style rule to your session.

When your catalog administrator has run Synchronize Model with Catalog, such that the actual
update of the model is delayed, then many of your design objects may be marked as out of date with

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 SP3D Common Tutorial: Session 19: To Do List

the current catalog data. You should update and review the impact of these changes before
attempting to model additional objects relative to the Out of Date objects.

Changes to piping specifications are currently the most difficult catalog changes to deal with. When a
piping specification is changed in the catalog, all piping runs that use that specification and hence all
features of these runs must update, and so go on the To do List. This happens even if the change to
the piping specification will not cause an actual change to the resulting parts and if the piping
features/parts are approved. You have no choice but to update the features and review the impact.
This is an important area that will be improved in future releases.

For more information related to the To Do List, refer to the topic Correcting Errors: An Overview in the
user guide CommonUsersGuide.pdf.

Quiz:

1. Give examples of reasons why an inconsistency arises in the objects within the SP3D database.
2. What are the different types of inconsistencies that can occur in the database?
3. Which option will you use to assign the object content in the To Do List?
4. Which menu will you use to open the To Do List?
5. Which option updates Out-of-Date objects?

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 SP3D Common Tutorial: Session 20: Interference Checking

Session 20: Interference Checking

Objective

By the end of this session, you will be able to:

 Describe the interference checking features of SP3D.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Manipulating Views

Overview

SP3D interference detection runs concurrently in background, like Microsoft Word’s “Spelling
Checker” feature. Thus, interferences are identified and can be resolved quickly as they are created. In
contrast, current design tools run the interference check after design is complete and this involves the
laborious and iterative approach of 1) design work, 2) managing multiple designers to a common
design status, 2) executing a check, 3) evaluating the results, 4) assigning problems to designers to be
fixed, 5) correcting the problems, 6) iterating to ensure all problems have been resolved.

Interference between two objects is detected when their geometry intersects. Design objects can have
multiple geometries, called aspects, which represent different geometric characteristics of the objects,
such as the physical shape, insulation, maintenance, and operational spaces. You can configure the
Interference Checking process to detect interferences between the different types of geometry. You
can also configure the amount of clearance required between the physical aspects of the different
object types. The interference checking process can optionally check for interference with the
geometry from a referenced PDS project and referenced MicroStation files.

When interference is detected, an interference record is created. The Type property of the record
indicates the severity of the interference as defined by your administrator for the geometric aspects

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 SP3D Common Tutorial: Session 20: Interference Checking

that interfere. While several geometric aspects of two objects may intersect, only a single interference
record indicating the highest severity level between two objects is created. The interference record is
automatically removed when you modify the geometry so that there is no interference. You can
approve interferences that you do not want to eliminate.

Two types of interference checking processes help you integrate interference detection into your daily
design process:
 Server-based interference checking – also known as Database Detect
 Interactive interference checking – also known as Local Detect

Server-Based Interference Checking (Database Detect)

The server-based interference checking (Database Detect) process runs directly on the model
database. This process can be run on any computer on which the Database Interference Detection
service is installed. After you start the service, SP3D automatically checks all existing objects that have
not been checked and all new or modified objects for interference.
You never have to be concerned about when to run Interference Check. It is running all the time and
the software tracks the time when individual objects were checked for interference. The process can
be stopped and restarted later. The system knows the objects that need to be checked.

Note:
 When an interference record is created, a relationship is established to the graphic
objects involved in the interference. Currently, the design objects are edited from a
database perspective by this operation. When an object is so edited, designers can no
longer undo any edit they have previously made to these same design objects. To
mitigate this problem, your administrator can set a delay time between when an
object is created or edited and when the object is checked for interference. This delay
should be longer than the time it typically takes an edited object to be bumped from
the Undo buffer (you only save Undo for n operations). This time delay on the server
checking will also explain why you should not expect an interference you have just
recently created (as seen by the local detection) to show up immediately as a
Database Detected interference.

While your site administrator manages the Database Interference Detection process, you can review
the configuration and status of the detection by using the Interference Detection Properties dialog
box.

In a workshare configuration, the Server-based interference checking is run at the Host location. The
interferences found by the process are assigned to permission groups owned by the host and then

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 SP3D Common Tutorial: Session 20: Interference Checking

replicated to the workshare sites and can be reviewed just like any other data added to the model.
Unlike other data, however, Designers at the remote locations can edit the status of Interference
objects if they have write permission to the Interference’s permission group on the host.

Steps for Reviewing Database Interference Detection Settings

1. Click the Tools > Check Interference command.

Figure 20. 1: Tools > Check Interference Command

2. This will display the Interference Checking ribbon. Click the Settings option on the
Interference Checking ribbon (Refer to Figure 20. 2).

Figure 20. 2: Interference Checking Ribbon

Note:
 The Properties option on Interference Checking ribbon will open the Interference
Checking Settings dialog box. The Database Detect tab shows the status of the
Server Interference Detection (Refer to Figure 20. 3).

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 SP3D Common Tutorial: Session 20: Interference Checking

Figure 20. 3: Interference Checking Settings Dialog Box

 The Status tab on the Interference Checking Settings dialog box will show you the
status of database interference and the time when the interference started.

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 SP3D Common Tutorial: Session 20: Interference Checking

Figure 20. 4: Tab Showing the Status of Database Interference

Interference records relating to any object that you elect to bring into your workspace by using the
Define Workspace command are also automatically loaded and available for you to review in your
design session. You can view any interference detected on the server after you have run the Define
Workspace command by refreshing the workspace.

Database Detect marks the interference in the model by placing spherical interference markers at the
location of the interference. For example, in Figure 20. 5, the service has placed a spherical
interference marker at the interference between a floor slab and a pipe.

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 SP3D Common Tutorial: Session 20: Interference Checking

Figure 20. 5: Spherical Interference Marker at the Interference Between a Floor Slab and a Pipe

Note:
 You can graphically select the interference marker without having the Interference
List view displayed and review the properties of the interference record by using the
Edit > Properties command.

Interactive Interference Checking (Local Detect)

Interactive interference checking (Local Detect) is a process that runs only in the current session on
your SP3D client computer and detects interferences only when you create and edit objects. It does
not check the existing objects. Local detect provides real-time help in the form of graphical feedback
about interferences. You can see these interferences immediately after placing or editing the objects
responsible for the interferences in a model. This process checks for interferences between the objects
displayed in the active workspace. So, hidden objects or objects that are not retrieved to the
workspace from the server are not checked.

The Local Detect process records any interference that it finds with a cube interference marker. For
example, in Figure 20. 6, the Local Detect process has placed a cube interference marker at the
intersection of a pipe and the floor as it found an interference at that location.

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 SP3D Common Tutorial: Session 20: Interference Checking

Figure 20. 6: Cube Interference Marker at the Intersection of a Pipe and the Floor

Local Detect interference is not persistent. Therefore, if you close and open or refresh your session file,
all the local interferences are removed from memory. However, if Database Detect is running on the
model, any local interference in your model will be found by the database detection process and be
seen at some future time when you refresh your workspace.

Steps for Starting and Stopping the Local Detect Process

1. Click the Tools > Check Interference command.

Figure 20. 7: Tools > Check Interference Command

2. The Interference checking ribbon will appear. Click the Settings option on the Interference
Checking ribbon. This will open the Interference Checking Settings dialog box. Click the
Local Detect tab on this dialog box (Refer to Figure 20. 8).

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Figure 20. 8: Interference Checking Settings Dialog Box

3. Select the Activate local interference detection check box and click OK in the Interference
Checking Settings dialog box to start the Local Detect process in your session (Refer to
Figure 20. 9).

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 SP3D Common Tutorial: Session 20: Interference Checking

Figure 20. 9: Interference Checking Settings Dialog Box

Tip:
 It generally best to use the same settings as your administrator for the database
detection. The settings shown in Figure 20. 9 are typical.

4. To stop the Local Detect process, clear the Activate local interference detection check box in
the Interference Checking Settings dialog box and then, click OK.

Reviewing Interferences:

When you click the Tools > Checking Interference command, the Interference Checking ribbon
appears (Refer to Figure 10).

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 SP3D Common Tutorial: Session 20: Interference Checking

Figure 20. 10: Interference Checking Ribbon

The various options available on this ribbon allow you to review and update the interferences if you
have the right permission to the permission group the interference is assigned to. For example, if you
are located at a satellite location in a workshare configuration, you can edit the Interference status for
Interferences if you have been assigned write access to the appropriate permission groups on the
Host. Your administrator will define rules for which permission group an Interference is
automatically assigned to when it is detected. You can also change the permission group of an
Interference just as you can any other object in the system.

 Settings: The Settings option on the ribbon opens the Interference Checking
Settings dialog box. This dialog box allows you to review the Database Detect
Interference checking properties as well as the Local Detect Interference checking
properties. It also allows you to start and stop the Local Detect process.

 Hide Interferences: This allows you to hide the interference markers. If no

interferences are selected, then all interferences will be hidden. If one or more
interferences are selected, then only the selected interferences will be hidden. When
interference is hidden, it is also not shown on the List View.

 Show Interferences: This allows you to show (display) all the interferences related
to design objects in your workspace. This will not show other objects you have hidden
with the Tools>Hide command.

 Fit Interference: Fits the active view to both objects involved in the selected
interference. If you have more than one interference selected, this fits to all objects
related to the selected interferences. You can fit to a single object involved in the
interference by selecting the objects in the Interference list view (picking on the field
showing the name of the object) and then selecting the Fit command on the common
horizontal toolbar.

 Refresh Reference 3D Interferences: This retrieves interferences between reference

3D objects.

 List View: This lists all server interferences related to objects that are in the current
workspace and all current locally detected interferences. You can sort interferences by

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 SP3D Common Tutorial: Session 20: Interference Checking

clicking on the columns. You can edit the displayed Required Action and Notes for
Database Detect interferences on this form. All other fields are read-only. See Figure 5.

 The Required Action: When Database Detect interference is selected, it shows the action
currently defined for the interference. You can select a different action from the drop-
down list. The field is disabled when Local Detect interference is selected.

You can graphically select an interference you see and then edit the Required Action on the
Interference Checking ribbon. Or, if the Interference ribbon is not displayed, edit the interference
using the Properties dialog box.

You can select Interference on the Interference List View; pick the Fit Interference command to view
the interference graphically. You can then either edit the Required Action on the Interference
Checking ribbon or directly on the Interference List View.

You can add notes about the interference on the Interference List View or on the Properties dialog
box for the interference.

Recommended Workflow for Managing Interferences:

The continuous interference detection processes allow you to integrate the information about
interferences into your daily design activities rather than waiting for batch checking.

Enable local detect when you design. This will help you detect and solve problems immediately.

Observe the graphic interference markers that appear on your design objects and regularly activate
the Interference List View and look at the Database Detected interferences related to your area of
responsibility. There are several ways interferences can be assigned to you by the server process.
For example, the name of the interference can indicate responsibility when it is calculated by a custom
name rule. Optionally, the interferences can be assigned to different permission groups by rule to
indicate responsibility. Your administrator configures how this is accomplished.

In addition to your administrator-established method, you can see all interferences related to design
objects you have created by defining a workspace that includes only objects created by you. The
Interference List View would then only have interferences that involve your objects. When you pick
the interference on the Interference List View, both objects involved in the interference are
highlighted even if you have not included one of the objects in your workspace definition. The
software automatically retrieves the graphics for the other object from the server.

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 SP3D Common Tutorial: Session 20: Interference Checking

For more information related to interference checking, refer to the Checking Interference: An Overview
topic of the user guide IFCGuide.pdf.

Quiz:

1. Which interference detection process generates records that are not persistent?
2. How do you identify the interferences that are generated by the Local Detect and Database
Detect processes?
3. How do you start and stop the Local Detect process in your workspace?
4. How can you review the Database Detect Settings in your local machine?

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 SP3D Common Tutorial: Session 21: Space Management

Session 21: Space Management

Objective

By the end of this session, you will be able to:

 Place space objects (folders and volumes).

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Manipulating Views
 Selecting Objects in a Model
 PinPoint Ribbon

Overview

Space Management task allows you to create volumes to indicate a fire zone, an access way, or any
other conceptual space that you want to define. You can also create volumes specifically to define
drawing views. You can use the volumes to define the spatial criteria for retrieving other objects on
the Volume tab of the Filter Properties of the Define Workspace command. Only a volume
identified as an interference volume will participate in interference detection.

Since the volumes are not actually constructed, but just used to help manage the design, they are not
included in the system (Plant Breakdown Structure) hierarchy. Volumes have their own separate,
hierarchy displayed on the Space tab of the Workspace Explorer. You can create space folders in this
hierarchy to group your volumes using the Create Space Folder command on the vertical toolbar.
You retrieve the volumes to the workspace for review and editing by selecting them on the Named
Space tab of the Filter Properties.

Creating Spaces

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There are several methods to define the geometry of a volume. Each is a different command on the
Task toolbar and will be described below. A volume can be of four basic categories: an area, a zone,
interference, or a drawing. The specific types of volumes nested under these categories can be
customized in the catalog. Each custom type has its own set of properties. The default types currently
delivered with SP3D are probably of limited usefulness to your company so customization is
recommended.

The area and zone categories have no enforced functional difference. However, it is recommended
that zones be used to identify volumes that may overlap. Areas should be used to identify volumes
that do not overlap for the same type of area.

The interference type volume is the only volume that is checked for interference. You can associate
an interference type of volume with one design object. When the design object moves, the associated
volume will move.

The drawing type is used for the “Volume Drawing” automatic drawing generation mechanism. This
mechanism is no longer recommended for new customers. However, the special drawing volume
creation commands remain available to support customers who have used them in the past. New
customers can use all rectangular volumes, regardless of type, to define drawing views in the manual
Composed Drawing or the automatic Drawing by Query workflows. You will learn more about
drawing views and volumes in the SP3D Drawings section.

In this session, we will describe all the methods of creating volumes and cover three of the most
commonly used methods in step-by-step examples. The methods for placing spaces are:

 Place volume by two points: Places a rectangular volume by the diagonal corners of the
volume.

 Place volume by four points: Places a rectangular volume by four points. The first two points
define the x-axis of the local coordinate system for the volume. The third point defines the
local y-axis plane and the depth. The fourth point defines the local-z height dimension.

 Place volume by window: Places a rectangular volume using the view boundaries (including
depth) of a window.

 Place volume by select set: Places a rectangular volume aligned with the active coordinate
system and fitted to the maximum extent of all objects in the select set.

 Place volume by plane and offset: Places a rectangular volume constructed relative to a
plane, offsets to the front and rear of the plane, and three points defining the rectangular
shape that is projected from the front plane to the rear plane.

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 Place volume by Grids: Places multiple rectangular volumes as bounded by a set of grid and
elevation planes.

 Place volume by Bound Spaces: Places a volume that is the combination of multiple existing
volumes. The resulting volume does not affect the location of the original volumes in the
space hierarchy. Volumes created by combining spaces cannot be used to define drawing
views.

 Merge volumes: Places a volume that is the combination of multiple existing volumes. The
original volumes are moved to be nested under the merged volume in the space hierarchy
and cannot be used in the definition of other volumes. Merged volumes cannot be used to
define drawing views.

 Place volume along a path: Places a volume by sweeping a cross section along a path. If you
use a rectangular cross section and keep the path on a single plane, you can use the resulting
volume to define a drawing view. The drawing view will look toward the plane of the path.

 Place volume using primitive shapes: Places a volume by using parametric shapes defined in
the Catalog.

Notes:
 Some commands can create relationships to the inputs used to define the volumes. These
commands have two toggle buttons on the create ribbon to control this associative
behavior. See the buttons to the right on the Volume by Two Points ribbon in Figure 1. If
you establish relationships when you place the volumes, you can’t move the volume but
it will automatically adjust in size and position when the input objects are edited. If these
buttons are not displayed, then the volumes are created by the command without
relationships to other objects in the model.
 The Associate Volume to Object command is used to create a relationship between an
interference volume and another graphic object. If the graphic object is moved, the
interference volume is moved as well as long as you have not used associative points
when you created the volume.

Steps for Placing Volume by Two Points

Place a rectangular Hazardous Zone by using the Place Volume by Two Points command and
referencing objects in Unit U01. The view of the model after placing the rectangular volume should
look like Figure 21. 1.

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Figure 21. 1: Output: Volume Placed by Two Points

Before you start with the procedure, define your workspace to show unit U01 and U01 CS on the
system tab and switch to the Space Management task environment.

Tips:
 If you don’t select a folder from the Named Space tab, no existing volumes will
be retrieved from the database. You will be able to see the volumes you create in
the examples below, but these newly created volumes will disappear when you
Refresh your workspace. In this example, existing volumes are being left out of
the workspace so they don’t obscure the view.
 By default, the volume appears opaque when it is placed. To display the volume
with translucent surfaces, you can apply surface style rules. A surface style rule
setting all volumes to translucent green was used for Figure 1 and the rest of the
figures in this tutorial. See Common session 6: Applying Surface Style Rules
tutorial.

1. Activate the PinPoint ribbon by clicking the command button on the horizontal common
toolbar.

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Figure 21. 2: Activate PinPoint

2. Click the Rectangular Coordinates option on the PinPoint ribbon (Refer to Figure 3) and set
the active coordinate system to U01 CS.
3.

Figure 21. 3: Portion of PinPoint Ribbon

4. Click the Place Volume by Two Points button on the vertical toolbar.

Figure 21. 4: Place Volume by Two Points Button

5. Click the More... option in the Type drop-down list on the Place Volume by Two Point
ribbon to specify the type of volume to be placed from the SP3D catalog. Select the indicated
type of zone.

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Figure 21. 5: Select the Volume Type

Tips:
a. While you are in the “Enter First Point” smartstep (or any smartstep), you can edit
the properties displayed on the create ribbon. After you finish editing the properties,
the command remains in that smartstep waiting of the input.
b. Your administrator can customize the available types of zones so they are useful for
your reporting and design purposes.
c. The name of the volume can be created automatically by naming rule. Open the
properties dialog on the Volume by Two Points Ribbon and select the “Descriptive”
name rule. This name rule will be selected by default the next time you use the
command. The name is generated at the time the volume is created.

6. Now select the SP3D Train folder in the Space folder drop-down list to assign the new
volume to that folder in the space management hierarchy.
Tips:
 If no space folders have been created, the default folder in SP3D is SP3DTrain.
 Assigning volumes to a space folder helps organize the volumes you create.

7. Toggle the associative points off (see highlighted button) and then locate the corner of the
slab with the smartsketch key point and click to define the first point of the rectangular
volume (Refer to Figure 6).

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Figure 21. 6: Locate First Point

Tips:
 You will be able to select and move the volume after you create it when the
associative point toggle is off. However, the volume size will not change if the
objects you selected for reference are modified. Generally, it is helpful to have
associative points. The option is disabled in this example to illustrate the
behavior.

8. Establish the second point that has the Easting and Northing of the diagonal slab corner and
the Elevation of the structure. A click defines the point and immediately commits the volume
to the database.

Figure 7: Lock Easting and Northing with F6 and F7

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Figure 21. 7: Locate Grid Line to Define the Elevation

Tips:
 Position the cursor over the diagonal corner of the slab and lock pinpoint Easting
and Northing by entering F6 and F7 while the cursor is over the indicated
smartsketch point.
 Locate any smartsketch point at the top of steel to set the elevation.
 The rectangle is aligned along the axes of the Active Coordinate System. You can
get different alignment in global space by selecting the appropriate Active
Coordinate System.

9. After the volume is created, Move it to any location. This illustrates that the smartsketch
points you used during placement do not control the position. Undo the move.

Figure 21. 8: Volume after Move

10. Refresh the workspace and see that the volume disappears. Again, this happens because the
workspace of this example was defined to show only objects under the System hierarchy.

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Steps for Placing Volume by Four Points

Place a volume by using the Place Volume by Four Points command using the same workspace as in
the Place Volume by Two Points example. The view of the model after placing the volume should
look like Figure 10.

Figure 21. 9: Output: Volume Placed by Four Points

Tip:
 You typically use the Volume by Four Points command when you want to place a volume
that is not aligned with an existing coordinate system. If the volume can be aligned with a
coordinate system, then it is best to use the Volume by Two points command. The Training
Plant does not have a good situation where the Volume by Four Points command would be
useful. The tutorial exercise just illustrates the orientation behavior of the command.

1. Click the Place Volume by Four Points button on the vertical toolbar.

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Figure 21. 10: Place Volume by Four Points Button

2. Now specify the name of the volume, Volume_2, in the Name box on the Place Volume by
Four Point ribbon. Entering a name on the ribbon will change the Name Rule option to User
Defined.

3. Click the More... option in the Type drop-down list on the Place Volume by Four Point
ribbon to specify the type of volume to be placed. If not currently selected by default, browse
to and select the volume type shown in Figure 5. Then, click OK.

4. Retain the default folder SP3D Train as the folder to which the new volume has to be
assigned.

5. Enter four points as illustrated in Figures 11 to Figure 14.

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Figure 21. 11: Enter First Point – Origin of the Volume

Figure 21. 12: Enter Second Point – Local X axis Direction

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 SP3D Common Tutorial: Session 21: Space Management

Figure 21. 13: Enter Third Point – Local Y axis Direction

Figure 21. 14: Enter Third Point – Local Z Height

6. Review the volume that is created (see Figure 10) and then Undo or Delete to remove this practice
volume.

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Steps for Placing a Volume Along a Path

Place an interference volume for an access path in the portion of the plant occupied by units U01 and
U04 by using the Place Volume Along a Path command. The view of the model after placing the
volume should look like the highlighted area in Figure 21. 15.

Figure 21. 15: Output: Placed by Using Volume Along a Path

Before you start with the procedure, define your workspace to show units U01, U04 and coordinate
systems U01CS and U04CS. Switch to the Space Management task environment.

1. Click the Place Volume Along Path button on the vertical toolbar.

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Figure 21. 16: Place Volume Along Path Button

2. The Path ribbon is automatically displayed. Sketch the access way path shown in Figure 21.
17.

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Figure 21. 17: Defining Path of Volume

Tips:
 The exact coordinates of the path are not important for the exercise. The Imagine the
path as defining the inside edge of the access way.
 Make sure the surface of the slab is located when selecting the points.
 Start near the pumps.

3. Click Finish on the Path ribbon to complete the path. The shape last used with the command
in the current session will be displayed relative to the path by default. See Figure 20.

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Figure 21. 18: Defining Path of Volume

4. Select the Properties button on the command ribbon and pick the Cross-section tab. Enter the
properties as shown.

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Figure 21. 19: Define Cross Section

Tips:
 The cross section is oriented on the path at the indicated Cardinality point. The
orientation of the sketch is looking from the first point to the second point of the path.
 If the path does not orient correctly the first time. Restart the command after having
executed the desired cross section and cardinal point once. This sets the defaults
correctly for the next execution of the command.

5. Now specify the name of the volume Volume_3 in the Name box on the Place Volume Along
Path ribbon.

6. Click the More... option in the Type drop-down list on the Place Volume Along Path ribbon
to specify the type of volume to be placed as indicated in Figure 21. 20.

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Figure 21. 20: Select Type as Interference Volume

7. Leave the space folder to the defaulted SP3DTrain.

8. Click the Finish button on the Place Volume Along Path ribbon to place the volume. See
Figure 17.

For more information related to space management, refer to the Space Management: An Overview and
Creating Space Objects: An Overview topics in the user guide SpaceMgmtUsersGuide.pdf.

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 SP3D Common Tutorial: Session 22: Inserting Reference Files

Session 22: Inserting Reference Files

Objective
By the end of this session, you will be able to:
 Insert a reference file in a model.

Prerequisite Sessions

 SP3D Overview
 Creating a Session File
 Defining a Workspace by Simple Filter
 Defining a Workspace by Volume Filter
 Manipulating Views
 Selecting Objects in a Model

Overview

You can reference geometry files from other formats in SP3D. To insert a reference file into the
model, the file must reside on a directory shared on the network. The default share location is the
Symbol share. In a global workshare configuration, your administrator updates the Symbol share at
each remote location to match that on the Host when changes are made to files on the Symbol
share. You can still attach a reference file that is in a share other than the Symbol share. If you do
this, however, you will not have access to the reference files at remote workshare locations that can't
access the share you used. The software will warn you if you choose a share other than the Symbol
share. You must share the file on your computer or on the network. Your administrator will tell you
what shares you may use. MicroStation V7 or Microstation V8 files with the .dgn extension or 2D
AutoCAD files with the .dxf and .dwg extensions are currently supported.

MicroStation design files use the concept of master units: sub units: positional units (MU: SU: PU) to
express length dimension. All distances in SP3D are stored in meters. When you insert a reference file
in SP3D, the MU: SU: PU working units are used in the conversion of units into meters. If the MU: SU:
PU units are not defined within the MicroStation file, an error appears. The recommended working
units in a reference file are 1:1000:80 for the metric system (m: mm) and 1:12:2032 (ft: in) for the
English system.

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 SP3D Common Tutorial: Session 22: Inserting Reference Files

Steps for Inserting a Reference File

Insert a MicroStation V7-format .dgn file in a model.

1. Define your workspace using Unit U04, U04 CS and Reference from the Reference tab.
Name the filter U04 U04CS Ref.

Figure 22. 1: Reference Tab of the New Filter Properties Dialog Box

Tips:
 The Reference node on the reference tab will only appear if a reference file had been
inserted at any time in the past into the current model. The reference file can be later
deleted and the reference node will still be shown. This is because the reference
node object is not created until a reference file is first inserted.

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 If you do not see a Reference node on the Reference tab of the filter properties dialog,
wait and redefine your filter as described above after you have inserted your first
reference file.
2. Select Options… from the Tools pull-down menu. Under the General tab check the
Reference box and click Ok.

Figure 22. 2: General Tab of the Options Dialog Box

3. To access the Reference tab, save the session, close and reopen it or switch from the
Common task to the Catalog task and back to the Common task to see the new Reference
tab.

Figure 22. 3: Message Box Prompting You to Save the Session

4. Click the Insert > File command.

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Figure 22. 4: Insert > File Command

5. The Insert File dialog box appears. Browse to select the file using a UNC path connection (or
enter UNC path file name). It is important to use UNC path so that the model server will
have proper access to the reference file.

Figure 22. 5: Insert File Dialog Box

Tip:
 You can select multiple files to be inserted by holding down the CTRL or SHIFT key
while selecting the files.

6. Click Open to insert the selected reference file.

After you insert the file, an additional tab, Reference, is added to the Workspace Explorer to
display the hierarchy of the referenced data. The Reference tab also starts appearing in the Filter
Properties dialog box. You can define your workspace to include the reference files.

Tips:

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 The location and orientation of the inserted files will match the currently active
coordinate system after initial attachment you can move and rotate the attachment by
selecting the attachment and using the move and rotate commands. You can view the
attachments on the Reference tab of the Workspace Explorer. You add this tab by
selecting the Reference tab option on Tools > Options (General page). After
selecting the Reference tab option, as a message will remind you, you must close the
workspace and open it again to see the Reference tab.
 When references are attached, the Reference tab starts appearing in the Filter
Properties dialog box. You can define your workspace to include the reference files.
 To detach a reference file from an SP3D model, select the file in the Workspace
Explorer, delete it, and then refresh the workspace.
 When troubleshooting reference files, ensure that the file or folder is shared with
proper permissions. Also, make sure that the working units of the reference file are
supported. The file must have units that the software can read and convert.

For more information related to inserting reference files, refer to the topic Using the Insert Menu: An
Overview in the user guide CommonUsersGuide.pdf.

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 SP3D Common Tutorial: Session 23: Placing Control Points

Session 23: Placing Control Points

Objective

By the end of this session, you will be able to:

 Place control points.

Pre-Requisite Sessions:

 SP3D Overview
 Creating a Session File
 Defining a Workspace
 Manipulating Views
 Selecting Objects in a Model
 Using PinPoint

Overview

A Control Point defines a 3D coordinate and is associated to another object. Its geometry is a sphere
with user-defined diameter in the Reference Aspect. It is not included in interference detection. The
control point is automatically assigned to the same permission group as the parent object. If you
delete the parent object, the control point is automatically deleted. Any SP3D object can be the parent
including the System hierarchy objects. It has properties and associated notes. The Type and Sub
Type properties indicate the meaning or intended use of the control point.

The Control Point is currently used for:

 Labels on drawings – Drawing styles can detect the control point of any desired type and
subtype and output the note associated with the control point as a label with the leader
pointing to the location of the control point.
 Points for automatic dimensioning on drawings – Piping Isometric and general Orthographic
drawings place dimensions automatically as defined by the dimensioning style rules of the
drawing. Orthographic drawings can dimension to control points of any type and subtype.
Isometric drawings can dimension to control points that are associated to straight pipe and
have a note of the type, Fabrication. The text content of the note will be output to the
Isometric drawing.

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 SP3D Common Tutorial: Session 23: Placing Control Points

 Division point in piping – The spooling and automatic WBS Item creation commands in
piping use a control point of a specific type and subtype. The details of what types to use are
covered in the piping tutorials.
 Recording points of design interest with notes – Any design note you might want to record
that refers to a coordinate in the model can be added using control points.

Steps for Placing Control Points

Place a control point on an Electrical Device, an equipment component, of Unit U01. The view of the
model after placing the control point should look like Figure 23. 1.

Figure 23. 1: Final Output: Placed Control Points in a Model

1. Define your workspace to show Unit U01.

2. Click the Insert> Control Point command.

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Figure 23. 2: Insert> Control Point Command

3. Select Electrical Device as the parent object of the control point – the object on which the
control point has to be placed.

Figure 23. 3: Selected Electrical Device

4. As the control point is being placed on an equipment component, classify the control point as
Mechanical Equipment in the Subtype drop-down list of the Control Point ribbon.

Figure 23. 4: Subtype Drop-Down List

Tips:
 The Types are: Control Point, Key Point, and Insertion Point. Only the Control Point
type has fixed software meaning for piping isometrics and WBS group creation when
related to piping objects. The automatic dimensioning and labeling of orthographic

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 SP3D Common Tutorial: Session 23: Placing Control Points

drawings can be configured to use any type of control point. Your administrator will
give you instruction for which types to use to drive automation of your custom
drawing types.
 You can use PinPoint to locate the control point at a specific coordinate or at some
specific offsets from a location on the parent object.

5. Click the cable tray port of the Electrical Device to place the control point as shown in the
highlighted area in Figure 23. 5.

Figure 23. 5: Cable Tray Port of the Electrical Device

Tips:
 After placing control points in a model, you can view them graphically by setting
your view to show the Reference Aspect (see Format View command).
 You can select the control point graphically when the reference aspect is displayed. If
the control point is inside the volume of the object or difficult to graphically select,
you can select it in the Workspace Explorer. First, select the parent object of the
control point. The Workspace Explorer automatically scrolls so you can see the
selected object. The control point is nested under its parent object in the Workspace
Explorer. You can then easily see and pick the control point from the Workspace
Explorer rather than graphically.
 You can see the control points related to an object by looking at the Relationships tab
of the object.

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 SP3D Common Tutorial: Session 23: Placing Control Points

6. With the control point selected, select the Properties command to open the Control Point
Properties dialog box.

Figure 23. 6: Control Point Properties Dialog Box

Tips:
 You can change the size of the control point sphere by changing the diameter
property.
 When the Associativity property is set to true, the control point will move when you
move the parent object. You cannot move the control point relative to the parent
object. When set to false, the control point will not move when you move the parent
object. You can also select and move the control point relative to the parent object.
Once you toggle the associativity of the control point to False, you can’t toggle it back
to True.

For more information related to placing control points, refer to the topic Using the Insert Menu: An
Overview in the user guide CommonUsersGuide.pdf.

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