TM-1830 AVEVA Everything3D™ (1.1) Draw Rev 1.0

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Title of manual (version)

Training

G u i d e

TM-1830

AVEVA Everything3D™ (1.1)

Draw

Training

Guide

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AVEVA Everything3D™(1.1) Draw TM-1830

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© Copyright 2012 to current year.

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Revision Log

Date Revision Description Author Reviewed Approved 14.03.2013 0.1 Issued for Review AVEVA E3D™ (1.1) SB & JP - -

22.03.2013 0.2 Reviewed SB & JP KB -

09.04.2013 1.0 Issued for Training AVEVA E3D™ (1.1) SB & JP KB SH

Updates

Change highlighting will be employed for all revisions. Where new or changed information is presented section headings will be highlighted in Yellow.

Suggestion / Problems

If you have a suggestion about this manual or the system to which it refers please report it to AVEVA Training & Product Support at tps@aveva.com

This manual provides documentation relating to products to which you may not have access or which may not be licensed to you. For further information on which products are licensed to you please refer to your licence conditions.

Visit our website at http://www.aveva.com Disclaimer

1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses.

1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be suffered by the user, including any loss suffered by the user resulting from the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or arise in contract, tort (including negligence) or otherwise.

1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the user's claim is brought.

1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.

1.5 In the event of any conflict between the above clauses and the analogous clauses in the software licence under which the AVEVA software was purchased, the clauses in the software licence shall take precedence.

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Copyright

All intellectual property rights, including but not limited to, copyright in this manual and the associated software, (including source code, object code, and any data) belongs to or is validly licensed by AVEVA Solutions Limited or its subsidiaries.

All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires that this Disclaimer and Copyright notice is prominently displayed at the beginning of every copy that is made.

The manual and associated documentation may not be adapted, reproduced, or copied, in any material or electronic form, without the prior written permission of AVEVA Solutions Limited. The user may also not reverse engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of the product described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution.

The AVEVA products described in this guide are to be installed and operated strictly in accordance with the terms and conditions of the respective licence agreements, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the product is strictly prohibited.

Copyright 2012 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall not be liable for any breach or infringement of a third party's intellectual property rights where such breach results from a user's modification of the AVEVA software or associated documentation.

The AVEVA Everything3D™ user interface is based on the Microsoft® Office Fluent™ user interface. Trademark

AVEVA™, AVEVA Everything3D™, and AVEVA E3D™ are registered trademarks of AVEVA Group plc or its subsidiaries. AVEVA product names are trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of trademarks belonging to AVEVA Group plc or its subsidiaries is strictly forbidden.

Fluent is a trademark of Microsoft Corporation and the Fluent user interface is licensed from Microsoft Corporation.

The Microsoft Office User Interface is subject to protection under U.S. and international intellectual property laws and is used by AVEVA Solutions Limited under license from Microsoft.

AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries, registered in the UK, Europe and other countries (worldwide).

The copyright, trademark rights, or other intellectual property rights in any other product or software, its name or logo belongs to its respective owner.

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Contents Page

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1 Introduction ... 11 Aim ... 11 1.1 Objectives ... 11 1.2 Prerequisites ... 11 1.3 Course Structure ... 11 1.4

Using this Guide ... 12 1.5

Entering a Draw Session ... 12 1.6

Setting up the Training Course ... 14 1.7

2 Draw Overview & Workflow ... 15 Overview ... 15 2.1

Draw Workflow... 16 2.2

3 Draw User Interface ... 21 Draw Hierarchy ... 21 3.1

User Interface Overview ... 21 3.2

Project Menu & Tabs ... 22 3.3 Project Menu ... 23 3.3.1 Home Tab... 28 3.3.2 Draw Tab ... 28 3.3.3 Annotate Tab ... 28 3.3.4 Update Tab... 29 3.3.5 Manage Tab ... 29 3.3.6 Tools Tab ... 29 3.3.7 Auto Tab ... 30 3.3.8 Area Tab ... 30 3.3.9 Admin Tab ... 31 3.3.10

View: Format 2D Tab ... 31 3.3.11

View: Format 3D Tab ... 31 3.3.12

Label Tools: Format Tab ... 32 3.3.13 Status Bar ... 32 3.4 Messages Window... 35 3.4.1 Active Properties ... 36 3.5 Current Owner ... 36 3.5.1 Visual Layers ... 37 3.5.2 Format Painter ... 41 3.5.3 Properties Grid ... 42 3.6

The Draw Canvas ... 45 3.7

Mouse & Keyboard Controls ... 45 3.7.1

Draw Canvas Tools ... 45 3.7.2

Draw Contextual Editor ... 46 3.7.3

Grips & Object Snapping ... 47 3.7.4

Draw Power Wheel ... 49 3.7.5

Exercise 1 Draw User Interface... 51 4 User Defaults ... 53

AVEVA System Departments ... 53 4.1

Setting User Defaults... 54 4.2

User Defaults & Draw Interface ... 55 4.2.1

Current Session Units ... 55 4.3

Exercise 2 User Defaults ... 56 5 Draw Hierarchy & Sheet Creation ... 57 Draw Hierarchy ... 57 5.1

Hierarchy & Sheet Creation Methods ... 58 5.2

Explicit Hierarchy & Drawing Creation – A Worked Example ... 59 5.3 Create a Department ... 59 5.3.1 Create a Registry ... 60 5.3.2 Create a Drawing ... 60 5.3.3

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Draw Hierarchy & Sheet Creation from Template ... 63 5.4

New Drawing Type ... 63 5.4.1 Template Selection ... 63 5.4.2 Drawing Creation ... 64 5.4.3 Properties ... 67 5.4.4

Drawing & Sheet Creation from Template – A Worked Example ... 68 5.5 Sheet Creation ... 71 5.6 From Template ... 71 5.6.1 From Browser ... 72 5.6.2 Quick Sheet ... 73 5.6.3

Exercise 3 Hierarchy & Sheet Creation ... 74 6 Views ... 75

View Element ... 75 6.1

Properties Grid ... 76 6.2

View Visual Style ... 76 6.3

View Manipulation - Grips ... 77 6.4

View Interaction - Draw Power Wheel ... 79 6.5

View Creation Methods ... 80 6.6

Exercise 4 View Element ... 82 7 View Creation: Quick View & 3D Format ... 83

Quick View Creation ... 83 7.1

Quick View Creation – A Worked Example ... 83 7.1.1

The 3D View ... 86 7.2

Accessing the 3D View - View Creation... 86 7.2.1

Accessing the 3D View - View Modification ... 87 7.2.2

3D View Representation ... 88 7.2.3

3D View Manipulation ... 90 7.2.4

View: Format 3D Tab ... 91 7.3 Manage Group... 91 7.3.1 Navigate ... 92 7.3.2 Scale ... 93 7.3.3 Direction ... 93 7.3.4 Define Limits ... 94 7.3.5 Remember... 96 7.3.6 Display ... 97 7.3.7 Complete ... 98 7.3.8

View Creation from Model – A Worked Example ... 99 7.4

View Manipulation – A Worked Example ... 103 7.5

Exercise 5 View Creation from Model ... 105 8 View Creation: Basic View & 2D Format ... 107

Basic View Creation ... 107 8.1

Basic View – A Worked Example ... 107 8.1.1

View: Format 2D Tab ... 109 8.2

View ... 109 8.2.1

Modify ... 109 8.2.2

Scale & Direction ... 113 8.2.3 Representation Styles ... 114 8.2.4 Local Rules... 115 8.2.5 Drawlist ... 116 8.2.6 Update... 118 8.2.7

Creating a User-Defined View – A Worked Example ... 119 8.3

Populating the Drawlist ... 119 8.3.1

Set the View Direction & Scale ... 120 8.3.2

Set the View Representation ... 120 8.3.3

Exercise 6 Basic View & User-Defined Population... 121 9 View Creation: Projection & Detail Views ... 123

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Quick Projection View ... 126

9.1.1 Projection View – A Worked Example ... 126

9.1.2 Detail View ... 129

9.2 Polygon Detail View ... 132

9.2.1 Detail View – A Worked Example ... 133

9.2.2 Exercise 7 Detail View Creation ... 136

10 Sections Planes ... 137

Overview ... 137

10.1 Section View ... 137

10.2 Section View – A Worked Example ... 140

10.2.1 Limits-Defined Section View ... 143

10.3 Limits-Defined Section View – A Worked Example ... 144

10.3.1 Explicit Section Creation ... 149

10.4 Stepped Section ... 149 10.4.1 Perpendicular Plane ... 150 10.4.2 Flat Plane ... 151 10.4.3 From View ... 152 10.4.4 Stepped Section – A Worked Example ... 153

10.4.5 Section Planes Form ... 157

10.5 Graphical Modification ... 161

10.5.1 Modifying a Flat Plane – A Worked Example ... 164

10.6 Exercise 8 Section Planes... 168

11 Dimension Annotation ... 169 Dimension Element ... 169 11.1 Dimension Hierarchy ... 169 11.1.1 Dimension Properties... 170 11.1.2 Draw Power Wheel ... 171

11.1.3 Properties Grid ... 172

11.1.4 Vertex Editor ... 173

11.1.5 Dimension Visual Style ... 174

11.1.6 Dimension Grips ... 175 11.1.7 Dimension Tools ... 177 11.1.8 Linear Dimensions ... 181 11.2 Creating Linear Dimensions ... 182

11.2.1 Linear Dimension Modification ... 186

11.2.2 Linear Dimension – A Worked Example ... 187

11.2.3 Angular Dimensions ... 194

11.3 Creating Angular Dimensions... 195

11.3.1 Angular Dimension Modification ... 199

11.3.2 Angular Dimension – A Worked Example ... 200

11.3.3 Radial Dimensions ... 207

11.4 Creating a Radial Dimension... 208

11.4.1 Pitch Circle Dimensions ... 210

11.5 Creating a Pitch Circle Dimension ... 211

11.5.1 Dimension Reference Check – A Worked Example ... 213

11.6 Exercise 9 Creating Linear Dimensions ... 216

Exercise 10 Creating Radial & Angular Dimensions ... 218

12 Label Annotation ... 219 Label Element ... 219 12.1 Label Hierarchy ... 219 12.1.1 Label Properties ... 220 12.1.2 Label Visual Style ... 220

12.1.3 Label Creation ... 221

12.2 Label Tools: Format tab ... 225

12.3 Visual Style... 225 12.3.1 Text ... 225 12.3.2 Leader ... 225 12.3.3

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Frame ... 225 12.3.4 Gaps ... 226 12.3.5 Label Modification ... 226 12.4 Properties Grid & Labels ... 226

12.4.1 Label Grips ... 227

12.4.2 General Template Labels – A Worked Example ... 229

12.5 (Symbolic) Template Labels – A Worked Example ... 232

12.6 Automatic Tagging ... 236

12.7 Labels & Hierarchy ... 236

12.7.1 Autotagging (Local Tagging) – A Worked Example... 241

12.7.3 Label Placement ... 244

12.8 Label Placement – A Worked Example ... 246

12.8.3 Label Reference Check – A Worked Example ... 248

12.9 Exercise 11 Label Annotation ... 249

Exercise 12 Automatic Tagging Annotation ... 250

13 Drawing Representation ... 251

View Representation Style ... 251

13.1 Local Representation Rules ... 251

13.2 Local Rules form – A Worked Example ... 252

13.2.1 Quick Representation Rules – A Worked Example ... 254

13.2.2 Hatching Representation Style ... 256

13.3 Fill Styles ... 257

13.3.1 Adding Hatching to a View – A Worked Example ... 257

13.3.2 Local Hatching Rules ... 259

13.4 Local Rules Form – A Worked Example ... 259

13.4.1 Quick Hatching Rules – A Worked Example ... 263

13.4.2 Exercise 13 Drawing Representation ... 266

14 Regions & 2D Drawing ... 267

Region Element ... 267

14.1 Region Creation ... 267

14.1.1 Properties Grid & Visual Style ... 268

14.1.2 Region Manipulation - Grips ... 269

14.1.3 Region Interaction - Draw Power Wheel ... 270

14.1.4 Draw tab... 270 14.2 Measure ... 270 14.2.1 Draw ... 271 14.2.2 Construct ... 271 14.2.3 Modify ... 272 14.2.4 Regions & 2D Drawing – A Worked Example ... 273

14.3 Exercise 14 Regions & 2D Drawing ... 287

15 Revision Management ... 289

Revision Control ... 289

15.1 Revision Compare & Highlighting ... 290

15.2 Revision Management – A Worked Example ... 292

15.3 16 Finishing the Drawing ... 297

Text ... 297

16.1 Text Visual Style ... 297

16.1.1 Text – A Worked Example ... 298

16.1.2 Images ... 299

16.2 Images – A Worked Example ... 299

16.2.1 Symbols ... 301

16.3 Table & Excel Import ... 302

16.4 Excel Import – A Worked Example ... 302

16.4.1 Overlays... 303

16.5 Overlays – A Worked Example ... 304

16.5.1 Exercise 15 Finishing the Training Drawings ... 306

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17 Drawing Export ... 309 Project Menu ... 309 17.1 Export to PDF ... 310 17.1.1 Export to DXF or DWG ... 312 17.2 Export to Plot File... 314

17.3 Export to SVG/AVEVA.NET ... 314

17.4 Exercise 16 Export ... 316

18 Printing & Plot Styles ... 317

Project Menu ... 317 18.1 Printer ... 318 18.1.1 Settings ... 318 18.1.2 Plot Styles ... 320 18.2 Addition & Definition of Plot Styles ... 321

18.2.1 Import & Export Plot Styles ... 321

18.2.2 Exercise 17 Print & Plot Styles ... 322

Appendix A – Draw Options ... 323

A.1 Display Settings ... 324

A.2 View Settings ... 325

A.3 Drafting Settings ... 326

A.4 System Settings ... 327

Appendix B – Draw Keyboard Commands... 329

Appendix C – Draw Canvas Commands ... 331

C.1 Direct Canvas Commands ... 331

Appendix D – Intelligent Text & Alternative Characters ... 335

Appendix E – 2D Drawing Techniques ... 339

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CHAPTER 1

© Copyright 2012 to current year.

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1 Introduction

AVEVA Everything3D™ (AVEVA E3D™) allows designers to utilise an array of applications contained within the program modules. This training guide provides discipline specific training for the Draw module.

Draw is the AVEVA Everything3D drawing production module where drawings are populated with information taken directly from the Design or Drawing Databases. The associated intelligence with the Design database ensures the drawing accurately reflects the intended design and updates automatically to reflect any changes to the model.

Aim 1.1

The aim of the training guide is to provide designers with the knowledge and skills necessary to create, dimension and annotate detailed engineering drawings from existing Model data using AVEVA E3D Draw functions and tools.

Objectives 1.2

In general terms, the course objectives are to provide participants with the following:  Familiarisation of the AVEVA E3D Draw User Interface.

 An understanding of the Draw hierarchy and defaults to allow the creation of new Drawing Sheets.

 The ability to create and define Views within a Drawing Sheet using both 2D and 3D methods; and to further understand how a View may be manipulated and modified.

 The ability to modify Views using Section Planes including Flat, Perpendicular and Stepped.  The knowledge to be able to create and modify drawing annotation such as Labels,

Dimensions and 2D Draw elements.

 The knowledge to employ Auto-tagging within a Drawing.  An understanding to create and use Representation Rules.

 The ability to manage a drawing through the use of Revision Control.  An understanding as to how a Drawing may be exported and printed.

Chapter 2 Draw Overview & Workflow provides a detailed training outline, together with the outputs

expected of participants.

Prerequisites 1.3

It is expected that trainees will have completed the TM-1801 AVEVA Everything3D™ Foundations training course.

Trainees who can demonstrate a suitable understanding of other AVEVA E3D applications and techniques may also be permitted to undertake the training.

Course Structure 1.4

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Each workstation will have a training project populated with model objects. This will be used by the trainees to practice their methods and complete the set exercises.

Using this Guide 1.5

Certain text styles are used to indicate special situations throughout this document. Button clicks are indicated by bold turquoise text.

Information the user has to enter will be bold red text.

Additional information notes and references to other documentation will be indicated in the styles below.

Additional information

Refer to other documentation

System prompts will be bold, italic and in inverted commas i.e. 'Choose function'. Example files or inputs will be in the courier new font.

Entering a Draw Session 1.6

To open AVEVA Everything3D and login to the Draw module, the trainee must select the following shortcut or as directed by the Trainer.

or AVEVA Plant > Design > Everything3D 1.1.0 from the Windows Start Menu.

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From the Login form select the Training Project (TRA) by selecting the Project tile TRA Training.

Enter the following login credentials.

User: A.DRAWMAN

Password: A

MDB: A-EQUIPMENT

The details above are indicative of typical entry to AVEVA E3D projects. Alternative login details may be supplied by the Trainer.

Click the Draw module tile.

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Setting up the Training Course 1.7

In order to complete the exercises and worked examples in the training guide it is necessary to configure the training environment.

Navigate to the Tools tab and click the Setup button located in the Training group. The Training Setup form will be displayed.

Navigate to the Draw tab and select the Setup Training Course checkbox followed by the Apply button.

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CHAPTER 2

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2 Draw Overview & Workflow

The following chapter describes the Draw workflow in general terms, together with expected training outputs i.e. an annotated and dimensioned drawing.

Beginning with an introduction to the Draw interface and basic manipulation of the components, the proceeding chapters will follow the workflow introduced here and allow the trainee to gain an understanding of the application to produce a drawing output.

Overview 2.1

Draw has been designed to allow the user to generate and retrieve industry standard engineering drawings efficiently. This has been achieved through an intuitive user interface and the following features.

The drawing can be formed by multiple views of differing orientation and scope with content directly derived from the 3D model. In addition, the representation of the drawing graphics may be controlled by representation rules that are pre-defined by the project administrator.

View clarity is aided by various levels of view types and through the use of view sections.

The scale of the drawing can be selected from a set of Metric, Architectural and Engineering values. A label can be attached to any model element and used to display information from the identified

element. In turn, the format, content and appearance of the labels are controlled by the designer or through a predefined Visual Style. Direct reference to the design data, combined with a simple update operation, ensures that the annotation always reflects the current state of the 3D model.  The ability to employ Autotagging is an efficient solution for automatically generating labels to a

defined tagging rule. The rule determines labelled design items and label representation.

A dimension is calculated directly from the 3D model. As with label annotation, format, content and appearance are controlled by the designer or through a predefined Visual Style. Direct reference to the design data, combined with a simple update operation, ensures that the annotation always reflects the current state of the 3D model.

2D drawing and defined, scaled drawing Regions allow the designer to generate accurate 2D annotation and drawings within the Sheet.

Drawing management is achieved through revision and status control, and is further aided by tools such as annotation reference checking.

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Draw Workflow 2.2

E3D Draw User Interface & Database Hierarchy

As found with other areas of AVEVA E3D, Draw has an underpinning hierarchy– this is shown by the hierarchical tree below.

Through the concept of Current Owner (CO) AVEVA E3D Draw has the intelligence to interpret the user action in the Draw Canvas and automatically place the element within the Draw database hierarchy. This avoids the need for the user to open or continually refer to the Draw Explorer.

Refer to Chapter 3 for detailed information on the Draw User Interface. Sheet Creation

The user is able to create a drawing Sheet using an Explicit or From Template method.

From Template - Using standard pre-defined templates and hierarchy, and with the onus being on the resultant Sheet rather than the forming of the administrative elements, the From Template process is envisaged to be the preferred method for Sheet creation by a Draw user.

Explicit - In conjunction with the Draw Explorer, the explicit creation route allows the explicit forming of the administrative Draw hierarchy and the definition of element attributes at each stage of creation using bespoke Attributes forms. A created sheet:

WORLD DEPARTMENT REGISTRY DRAWING SHEET A V E V A E 3 D D R A W W ork flow

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Define and Populate a View

A View determines the model elements to be illustrated within the Sheet and is broadly formed through the definition of the following:

 Viewing parameters, for example View direction and scale.  Size, position and orientation of the View on the Sheet.  Contents of the View – defined by a Drawlist.

The contents of the View can be defined through the method of creation e.g. a View may be created and populated via the 3D View or created from an existing View as found with Detail and Projection Views.

Refer to Chapters 6 to 8 for detailed information on View creation and population. Apply a Section Plane

Draw provides the capability to construct sections through specified design items, the results of which can be displayed at View level. Sections aid the clarity of the drawing and can be created during View creation (Section View) or explicitly at any point.

There are three types of section planes.

 Flat Plane

 Perpendicular Plane  Stepped Plane

Refer to Chapters 9 for detailed information on the creation of section planes.

A V E V A E 3 D D R A W W ork flow

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Dimension & Label the Drawing

The user is able to create Linear/Angular Dimensions and Labels through graphical interaction with the View.

Intelligent Text, where notation is automatically derived from the database, can be used.

This is highlighted by the annotated dimension Projection Lines below; centre line notation and equipment names have been applied via a reference to the model element.

Refer to Chapter 11 for detailed information on Dimension annotation.

Refer to Chapter 12 for detailed information on Label annotation. Drawing Representation

The Draw interface allows the control of the View representation in the Draw Canvas through the definition of the View Type, Representation Style and Hatching Style. Representation and Hatching rules are used to control the representation of Model element types and indicate any sections that may be applied.

Refer to Chapter 13 for detailed information on drawing representation.

A V E V A E 3 D D R A W W ork flow

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Region & 2D Drawing

Through the use of a scaled area of the drawing (Region) and 2D drawing tools, Draw facilitates the incorporation of a bespoke drawing into the sheet.

Refer to Chapter 14 for detailed information on Regions and 2D drawing. Revision Control & Change Highlighting

Draw facilitates the management of drawing versions by a Revision Control utility. The utility allows the user to define Revisions and highlight any changes in the drawing by a comparing two versions.

Refer to Chapters 15 for detailed information on drawing representation.

A V E V A E 3 D D R A W W ork flow

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Produced Drawings

The Training will produce two drawings:  EQUIPMENT DRAWING - C1101

BUILDING B02 - HANDRAIL & LADDER DETAIL

Refer to Chapter 16 for information on the finished drawings. Print & Export

Draw can be utilised to print and export to various formats.

D R A W IN G O U T PU T PR IN T & EX P O R T O U T PU T D R A W IN G O U T PU T

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CHAPTER 3

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3 Draw User Interface

The Draw module allows a designer to generate fully annotated engineering drawings directly from design data formed in the Model module. There are a number of facilities in the Draw application that may be used to create and modify drawings; aided by a user interface and concepts unique to Draw.

The sections that follow consider the Draw User Interface and key concepts in greater detail.

Draw Hierarchy 3.1

The Draw User Interface and drawing production workflows are underpinned by a database hierarchy. While the user has little requirement to refer to the hierarchy during drawing creation, it is important to consider that the hierarchical organisation of data allows the logical creation and storage of drawings and sheets.

The hierarchy has been simplified to give clarity to the basic arrangement.

As with all AVEVA E3D databases, the uppermost element in the Draw hierarchy is the World; represented symbolically as /*.

Before physical drawing elements can be created (Sheets (SHEE), Views (VIEW) and Regions (REGN)) a number of administrative data hierarchy elements must exist. The administrative elements Department (DEPT), Registry (REGI) and Drawing (DRWG) divide the project into structured areas for drawing creation. Libraries (LIBY) are flexible in their hierarchical position and are used for the storage of project or company specific defaults and Draw elements.

Refer to Chapter 5 Draw Hierarchy & Sheet Creation for further information on the creation and use of the Draw hierarchy.

User Interface Overview 3.2

The Draw application is formed by the following interface components.  Microsoft® Office Fluent™-based User Interface

The interface presents Draw functions and utilities via a series of general and context specific tabs.  Draw Canvas

The principal window in the application, this area is used to view, create and modify Drawing Sheets. The canvas may be tabbed to aid the navigation of multiple drawings.

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Status Bar

At the base of the application window, this area displays the current position and scale in the Draw Canvas with respect to the current owner and is used for the toggling of Draw Canvas settings such as Object Snap and Grid visibility.

Active Properties & Properties Grid

Represent two grids used to set, view and modify the common properties of Draw elements.

Project Menu & Tabs 3.3

Draw utilises a Microsoft® Office Fluent™-based user interface with a series of tabs displayed at the top of the application window. When the module is opened, the Home tab is initially displayed.

General tabs group similar tasks such as annotation and update functions together for intuitive selection by the user. Context tabs are specific to the function being used, such as labelling or view modification, and are presented on instigating the command then dismissed on completion of the task.

Tab contents may be hidden by clicking the tab title or by selecting the Minimize the Ribbon option from the prompted right-click menu in the tab.

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Specific functions are summoned by clicking the appropriate button in each group.

Some buttons are segmented, allowing a number of functions to reside under one button. Where this is the case, clicking the upper section of the button will select the default command associated with the button. Clicking the lower section of the button will reveal an options list.

Once the options list is open the user can select the appropriate button within the list to prompt the required function or form.

Specific functions relating to the Draw application tabs are explained throughout this training guide.

Where trainees are directed to select specific functions the instruction will usually follow the format Tab > Group > Button > Secondary Button (if required).

Shortcut keys may also be used for application and module commands, for example Save Work (Ctrl+S), Get Work (Ctrl+G), Print (Ctrl+P) and Help (F1).

Refer to Appendix B Draw Keyboard Commands for a complete table highlighting common keyboard commands that be may be utilised to invoke Draw functions.

Project Menu 3.3.1

The Project menu or ‘backstage area’ provides access to a number of key commands and facilities including the common AVEVA E3D commands Save Work, Get Work, Help, Modules and Exit.

With the exception of Modules, the Project menu commands may be selected via buttons in the Quick Access Toolbar / Tab menu bar.

Users may add functions to the Quick Access Toolbar by right clicking on a button and selecting the Add to Quick Access Toolbar menu option. The added button persists between sessions.

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3.3.1.1 New

The New menu option is used to initiate a workflow to create a new Drawing Type from a Template, for example a Drawing or a Sheet.

Refer to Chapters 5 Draw Hierarchy & Sheet Creation for further information on the creation of Drawings and Sheets using the Project > New area.

The New area of the Project menu may also be accessed by clicking the New

button within the Project group of the Home tab.

3.3.1.2 Open

The Open menu button allows the opening of Draw elements and Sheets through navigation of the Draw Hierarchy using a prompted Open browser window.

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The Open browser window allows the navigation of the Draw Project hierarchy and Recent (or Favourite) Draw elements that have been worked upon.

Observing the Explorer area of the Open browser, the expansion of the Project folder reveals the Draw hierarchy. Selecting the required Department (DEPT), the hierarchy can be expanded using the ► symbol to show owned Registries (REGI) and expanded thereafter to display owned Drawings (DRWG) and Sheets (SHEE).

At each stage of hierarchy expansion, owned elements are displayed in the adjacent display area of the Open browser

The Open browser display area may also be populated by searching for Draw elements using the Search field.

Items in the display area can be toggled to be displayed as thumbnails, listed or detailed as required by the use of the display button and options list below the search field.

Thumbnail images of Draw elements are displayed only on the claiming and saving of the identified element or where the thumbnails have been generated by an Administrator. Where this is not true, an icon is substituted for the thumbnail.

Opened Sheets are visible as a tabbed window in the Draw Canvas (tabbed view is controlled by Home > Display > TabbedView).

The Open browser window is also accessed by clicking the Open button within the Project group of the Home tab.

Alternatively, a Draw element may be opened via the Draw Explorer; displayed by clicking the Draw Explorer button from the Explorers group of the Tools tab.

Navigating to a Sheet with write access in the Draw Explorer, the Sheet may be displayed clicking the right mouse button and selecting Open from the displayed menu.

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3.3.1.3 Close All Drawings

The Close All Drawings menu option is used to close all currently open Sheets.

Alternatively, all and individual Sheets can be closed by clicking the segmented Close button from the Project group of the Home tab and selecting the required button from the options list.

In addition, an individual Sheet may be closed via a right-click Close

option for the Sheet tab or by clicking the Close tab icon to the bottom right corner of the Draw Canvas.

3.3.1.4 Print

Selecting the Print menu option updates the Project area to display a Print options area and Preview window.

This area allows the user to set various print preferences and settings.

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3.3.1.5 Export

The Export menu option updates the Project area to display an Export options area and Preview window.

The Settings area allows the user to set preferences and settings for export to various file formats.

Refer to Chapter 17 Drawing Export for further information on the export of Draw elements. 3.3.1.6 Options

The Options menu option updates the Project area to display an Options area.

This area may be utilised to tailor the Draw application to the user’s preference by specifying general Display, View, Drafting and System options.

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Home Tab 3.3.2

In addition to the Project menu options of creating, opening and closing Drawings, the Home tab allows the user to utilise a selection of functionality via accelerator groups to quickly create Views, annotation and draw elements.

Drawing creation is aided by the Home tab allowing the following actions:  Creation of a new Drawing Type, View or Region.

 Opening and Closing of Drawing Sheets.

 Undertaking of common editing, drawing and annotation actions.

 Prompting and management of Properties Grids, Plot Styles, and Representation & Hatch Rules.

 Update the Current Owner.

Draw Tab 3.3.3

The Draw tab contains functionality pertaining to the creation, measurement and modification of 2D drawing elements.

Drawing creation is aided by the Draw tab allowing the following actions:  Measurement of Draw elements.

 Drawing of various 2D primitives and construction lines.  Modification of a 2D drawing by selection of Draw tools.

Refer to Chapter 14 Regions & 2D Drawing for further information on the use of the Draw tab. Annotate Tab

3.3.4

The Annotate tab contains functionality pertaining to the creation, specification, modification and checking of Sheet annotation.

Drawing creation is aided by the Annotate tab allowing the following actions:  Insertion of objects such as Images and Symbols.

 Input of Text annotation to a specified Visual Style.

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 Dimensioning of Draw elements to a specified Visual Style.  Model Reference Check of created annotation.

Refer to Chapter 12 Label Annotation & Chapter 11 Dimension Annotation for further information on the use of the Annotate tab.

Update Tab 3.3.5

The Update tab contains groups that allow the explicit update of Draw elements such as the Sheet or Backing Sheet.

Drawing creation is aided by the Update tab allowing the following actions:

 Update of general Draw elements such as Backing Sheet and Names.  Update of drawing elements such as design graphics and Annotation.  Update of tagging annotation.

Manage Tab 3.3.6

The Manage tab contains functionality for the management of the Draw project and drawing. Drawing creation is aided by the Manage tab allowing the following actions:

 Control and management of Database elements including Extracts, Listings, Claimlists, and access.

 Status Control management.  Draw hierarchy organisation.

 Revision management and change highlighting.

Refer to Chapter 15 Revision Management for further information on the use of the Revision group. Tools Tab

3.3.7

The Tools tab contains various utilities that aid Drawing creation and management. Drawing creation is aided by the Tools tab allowing the following actions:

 Display of secondary Draw windows and Explorers.  Creation of Draw hierarchy elements.

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 Searching of Draw elements and formation of collections.  Import of Excel and CAD Drawing files.

 Creation of Reports.

 Control of Draw Defaults, for example User Default location, Units and 3D View representation.

Refer to Chapter 5 Draw Hierarchy & Sheet Creation for information on the use of the Tools tab.

Refer to TM-1803 AVEVA Everything3D™ Reporting for further information on the use of the Report

group.

Refer to TM-1801 AVEVA Everything3D™ Foundations for further information on the use of the Search and Collections group.

Auto Tab 3.3.8

The Auto tab contains functionality related to the Automatic Drawing Production (ADP) utilities. As the title of the application infers, this aspect of Draw enables the Designer to produce annotated drawings automatically. A set of rules determine how the annotation is generated. The drawings can be edited, if necessary, using the normal editing options in Draw.

There are a number of ADP applications for different actions:  General ADP.

 Pipe Sketches.  HVAC Sketches.

 Isometric ADP (HVAC & Cableways).

Refer to TM-1831 AVEVA Everything3D™ Draw Automatic Drawing Production for further information on the navigation and use of the Auto tab.

Area Tab 3.3.9

The Area tab contains functionality related to Area-Based Automatic Drawing Production utilities. This aspect of Draw enables standard production drawings, complete with annotation, to be automatically generated based on engineering disciplines and plant areas.

A variation of Area-Based ADP is utilised for the production of automated Multi-Discipline Support drawings. Functionality for this area of the utility is presented within the Supports group of the tab.

Refer to TM-1832 AVEVA Everything3D™ Area Based Automatic Drawing Production for further information on the navigation and use of the Area tab.

Refer to TM-1818 AVEVA Everything3D™ Multi-Discipline Supports for further information on the navigation and use of the Supports group.

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Admin Tab 3.3.10

The Admin tab enables the Project Administrator to specify and customise the Draw environment. This includes setting application defaults and the definition of backing sheets, symbols, representations and labels.

The Admin tab is displayed if the user is a member of the DRAWADMIN, MASTER or a project specific administration team.

Refer to TM-1870 AVEVA Plant Everything3D™ Draw Administration for further information on the navigation and use of the Admin tab.

In addition, context tabs are presented for use with certain view and element specific tasks. The context specific tabs are as follows.

View: Format 2D Tab 3.3.11

The View: Format 2D tab is a context specific tab prompted on selection of a View in the Draw Canvas. The tab is utilised for the population and modification of the View.

Drawing creation is aided by the View: Format 2D tab allowing the following actions:

 Creation of supplementary Views to the selected View, for example Projections and Detail Views.

 Management and definition of the View contents.

 Specification and modification of the View direction, scale and representation.

Refer to Chapter 8 View Creation: Basic View & 2D Format for further information on the use of the View: Format 2D tab.

View: Format 3D Tab 3.3.12

The View: Format 3D tab is a context specific tab prompted on selection of the Edit in 3D button from the Modify group of the View: Format 2D tab, or on creating a View in the Draw Canvas using a 3D View. Drawing creation is aided by the View: Format 3D tab allowing the following actions:

 Management and definition of View contents through use of the 3D View and Model Explorer.  Specification and modification of the View scale, direction and limits.

 Specification and management of View Section planes.

Refer to Chapter 7 View Creation: Quick View & 3D Format for further information on the use of the View: Format 3D tab.

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Label Tools: Format Tab 3.3.13

The Label Tools: Format tab is a context specific tab prompted on the creation or selection of a Label annotation.

Label annotation is aided by the Label Tools: Format tab allowing the following actions:  Definition of the label Visual Style.

 Modification of the Label text representation.

 Modification of the Label Leader Line and Frame representation.  Application of annotation tools such as Blanking and Gap insertion.

Refer to Chapter 12 Label Annotation for further information on the use of the Label Tools: Format tab.

Status Bar 3.4

The Draw Status bar displays the scale and co-ordinate position at the mouse cursor in the Draw Canvas with respect to the current owner. In addition, the Status bar allows the toggle and selection of Draw Canvas graphical aids and representations such as Object Snap and Grid visibility.

The application of Status bar graphical aids is indicated by the button being highlighted.

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The Status bar comprises the following:

Scale Displays the scale of the View or Region when defined as the Current Owner.

Position Displays the current co-ordinates of the cursor with regards to the Current Owner. At Sheet level 2D sheet co-ordinates will be presented whereas specific co-ordinates will be displayed for a View or Region, including 3D co-ordinates where appropriate.

Grid Snap Used to position drawing elements at grid points through snapping i.e. the cursor ‘locks’ to the grid points.

Grid Display Displays a grid and rulers within and bordering the Draw Canvas. Used to graphically indicate position in the Draw Canvas and allow organisation of Sheet graphic and annotation layout.

Orthogonal Mode

Used to restrict annotation and element placement to an orthogonal direction in the Draw Canvas.

Polar Mode Displays a polar orientation indicator in the Draw Canvas and provides a polar alignment to the cursor for Draw tasks such as 2D drawing.

Object Snap Used to snap drawing elements such as annotation and primitives to existing elements in the Draw Canvas.

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Object Snap & Grid Options

Selection from the Status bar prompts the Advanced Drafting Settings form. Through the relevant tab, the form allows Grid/Snap Spacing to be altered and the definition of default object snap modes.

See Section 3.7.4 Grips & Object Snapping for further information in the use of the Object Snap options form.

Lineweight Used to turn the display of line weights on and off in the Draw Canvas.

Automatic Update Design

Enables changes to the drawing content to be automatically applied on setting. If not set, changes must be applied explicitly using buttons on the Home, Update or View: Format 2D tabs.

Dynamic Hints Displays feedback in the Draw Canvas to aid the Draw user in performing the task at hand, for example the drawing of a Straight element presents length and angle feedback.

Greyout Mode Used to highlight the Current Owner in the Draw Canvas.

See Section 3.5.1 Current Owner for further information on the use of Greyout mode.

Draw Canvas Gradient

An aesthetic option used to turn the Draw Canvas background gradient on and off.

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Messages Window 3.4.1

During the course of creating a Draw output, a number of command, warning, error and alert messages may be encountered related to the user action. The Messages window provides a means of storing and recalling recent messages within the User tab. In addition, the Messages window has a System tab for the independent display of system related messages. The Messages window allows, through a right-click menu, the sorting, searching and export of the contents.

User Messages (and right-click context menu)

System Messages

The Messages Window only stores messages for the current session.

By default, a minimised Messages window will be displayed within the Status Bar. When minimised, a truncated version of the last message received will be displayed alongside the Messages

button.

Clicking the Messages button from the Status Bar will display the Messages window. This window can be moved around the user interface and docked to suit drawing requirements or user preference.

The Messages window can be dismissed by clicking the cross in the top right corner of the window or clicking the Messages button from the Status Bar.

The Messages window may also be displayed and dismissed by clicking the Message Log button from the Windows group of the Tools tab.

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Active Properties 3.5

The Active Properties form is used to view and change the default properties that will be applied to new objects when they are created, and to subsequently apply these properties to selected objects if required.

The form is displayed by clicking the ActiveProperties button in the Display group of the Home tab.

By default, the prompted Active Properties form is docked to the left of the Draw Canvas.

The form allows the setting of the following:  Current Owner

Current Layer Also known as the Visual Layer. Current Line Type

Current Colour

Current Owner 3.5.1

Through the concept of Current Owner (CO) AVEVA E3D™ Draw has the inherent intelligence to interpret the user action in the Draw Canvas and automatically place the element within the Draw database hierarchy. This avoids the need for the user to open or continually refer to the Draw Explorer.

A Draw Sheet, View and Region are all classified as being a Current Owners and thereby control where new objects are placed in the Draw hierarchy. In addition, the Current Owner controls how positions and distances are interpreted through graphical feedback and the status bar.

By default all new entities are created below the first suitable owner in the Draw hierarchy based upon the Current Owner; for example the drawing of a line within a View is automatically placed beneath a LAYE element and View Note. On the occasion an appropriate owner does not exist, the owning element is automatically created.

The required Current Owner may be selected via the

Current Owner options list from the Active Properties form or intelligently through modification of selection in the Draw Canvas – achieved by a double-left click within the required View, Region or Sheet.

The Current Owner can also be altered via keyboard shortcut (Ctrl+0 for Sheet and Ctrl+1 through to Ctrl+9 for Views/Regions).

An alternative method to define the Current Owner via the Draw Canvas and Draw Power Wheel is described in Section 7.5 View Manipulation – A Worked Example.

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In addition to being referenced in the Active Properties form, the Current Owner is indicated by the Draw Canvas highlight of the View or Region frame.

For example, the Sheet shown contains four Views and View 1 is highlighted as the Current Owner. Any element created at this point will be owned by View 1 with the appropriate hierarchy elements created automatically.

The highlighting of the Current Owner may be amplified by selecting Greyout mode from the Status bar.

The colour of the Current Owner border highlight may be modified via the Project Menu > Options > Display area and selection of Colours: Current Owner border (active).

Visual Layers 3.5.2

Draw utilises a system of Visual Layers to group objects in the Sheet to aid the management and editing of a drawing. The Active Properties form reflects the current Visual Layer via the Current Layer, Current Line Type and Current Colour fields.

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Acting as a series of overlays to the Drawing content, each Visual Layer may be employed in an organisational capacity to group drawing elements by purpose or type i.e. construction lines or annotation. In addition, with each Visual Layer having an associated Colour and Line Type, a Visual Layer may be used to define the collective properties of a series of elements.

For example, the following drawing is formed by a base Visual Layer containing the View contents (Visual Layer 0) and two annotation Visual Layers.

Visual Layers form

Visual Layers are not applied to design graphics.

Visual Layer: Primitives & Notes

Visual Layer: Dimensions & Labels

Visual Layer 0: Sheet Views

In regards to the Draw Hierarchy, a Sheet (SHEE) owns a Visual Layer Set (VLYSET) which contains the individual Visual Layers (VLAYER).

Visual Layers should not be confused with LAYE elements. From the perspective of a Draw User, the LAYE element is owned by a Sheet in the Draw hierarchy and is an administrative element for the storage of Draw annotation. A series of LAYE elements, through naming and setting of purpose, are integral to the Automatic Drawing Production process and the population of the Drawing Sheet.

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Visual Layers are administered via the Visual Layers form; displayed by clicking the VisualLayers button from the Project group of the Home tab.

Each Sheet, by default, contains a Visual Layer 0. The Visual Layer 0 cannot be renamed or deleted – this ensures a Sheet always has a Visual Layer for population.

Additional Visual Layers may be added by clicking the + (plus) button and, in turn, the (minus) button may be used to delete an identified Visual Layer.

On creation of a Visual Layer, an appropriate name may be given by double-clicking the created Visual Layer name field and entering the required text.

The Visual Layers form may be sorted by clicking the required column heading.

The default Colour and Line Type assigned to elements within a Visual Layer are defined by selection from the respective Colour and Line Type options lists.

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The visibility of a Visual Layer in the Draw Canvas is controlled by clicking the On / Off toggle button within the On column. This is a useful drawing management device where an unobstructed view is required or where annotations such as revision detail or construction lines are required only for reference.

Similarly, a Visual Layer may be defined for Print by clicking the On / Off button within the Print column.

In turn, the defined Visual Layers and set properties are referenced by the Active Properties form.

The Current (Visual) Layer may be selected via the adjacent options list.

From the point of selection, created Draw elements will be contained within the defined Visual Layer and inherit the associated Layer properties.

Where an element is copied between Sheets, if the owning Visual Layer does not exist within the destination Sheet it will be created and the colour/linetype inherited from the element. If the owning Layer already exists in the destination Sheet and an element is copied with Linetype/Colour ‘By Layer’, the element will adopt the Linetype/Colour of the destination Layer.

The Current Line Type defines the Line Type that is to be applied to the primitive element being created. The field may be set to By Layer; setting the Current Line Type to the Line Type associated with the specified Current Layer.

If an explicit Line Type is defined via the options list, the set Line Type overrides the Current Layer default Line Type setting and is thus applied to the proposed primitive element.

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The Current Colour defines the colour that is to be applied to the primitive element being created. The field may be set to By Layer; setting the Current Colour to the Colour associated with the specified Current Layer.

If a Colour is defined via the options list, the set Colour overrides the Current Layer default Colour setting and is applied to the proposed primitive element.

Format Painter 3.5.3

The Format Painter is accessed by expanding the Active Properties form by clicking the expansion button.

The Format Painter may be utilised to set the properties of an element in the Draw Canvas as the active Current Visual Layer, Line Type or Colour.

With the adjacent checkbox ticked, the properties of an object can be used to set the Active Property by selecting the object in the Draw Canvas and clicking the Pick button.

The Format Painter may be utilised in the instance an existing element is required to be modified to be included in a Visual Layer or to be consistent with a Current Line Type or Colour. To apply the current Active Properties to an object, the check boxes for those properties to be applied are ticked prior to the elements being selected in the Draw Canvas and the Match

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Properties Grid 3.6

The Properties Grid displays element attributes that are commonly altered during the course of drawing production. The Properties Grid is integral to the AVEVA E3D Draw workflow; allowing the user to modify the properties of a drawing without having to resort to cluttering forms and menus that obstruct the Draw Canvas view.

The Properties Gird is displayed by clicking the Properties Grid

toggle button in the Display group of the Home tab.

By default the prompted Properties Grid form is docked to the left of the Draw Canvas below the Active Properties form.

In the instance no object is selected the Properties Grid displays the Drawing Sheet properties.

The element type selected is indicated by the Selection List field at the top of the form.

The User is able to edit pseudo and user-defined attributes of elements. Pseudo attributes are contained within a collapsible area of the Properties Grid. Read only properties are indicated by a grey colour.

The Properties Grid allows single and multiple element selection in the Draw Canvas for interrogation or modification. How elements are selected in the Draw Canvas is determined by the Object Selection Mode

toggle button in the Properties Grid form.

Indicates multiple object selection mode. Each object selected in the Draw Canvas is appended to the list of selected objects.

Indicates single object selection mode. Only one object can be selected in the Draw Canvas at a time and any further selection removes the current selection.

The object selection mode is ignored on using a cursor window to select multiple elements in the Draw Canvas.

The Initiate New Selection button deselects the current selection and initiates a new selection.

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If a single object is selected, the object type is displayed in the Selection List field at the top of the form.

The Properties Grid updates to display the properties of the selected element.

If multiple objects are selected, the Selection List field will initially display All (No. of selected elements) and the Properties Grid will display properties common to the selected objects.

Expanding the Selection List displays an options list detailing the element types currently selected, together with the number of instances.

On selecting an element type from the options list, the Properties Grid updates to display the properties for the object type or common properties for multiple instances of the same object type.

The Properties Grid allows the definition and modification of the element(s) by input to the grid.

The properties of an object may be amended by direct entry to the grid by left clicking in the cell and typing the required input.

A number of properties in the grid allow the selection of a pre-defined option via an options list e.g. Sheet Sizes defined by administrative System Defaults.

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The Properties Grid acts as an interface to Project and Master Libraries through the clicking of an adjacent Browse button and the selection of an element from the prompted browser window e.g. the Open Backing Sheet window allows selection of the required Backing Sheet.

The options presented by the Properties Grid options lists and the default path on selecting the Browse button are all influenced by the set User and System Defaults. Refer to Chapter 4 User Defaults for further information on the definition of User Defaults.

Prior to altering a Draw element property the user should be wary of properties defined By Style or By Layer. Such properties are influenced by the respective Visual Style or Visual Layer defined for the element.

The Default button from the Properties Grid may be used to set the properties of the selected element to the default definition i.e. return properties to By Layer or By Style where appropriate.

Refer to Sections 6.3, 11.1.6, & 12.1.3 Visual Styles for further information on the use of Visual Styles of the definition of Views, Dimensions, Labels and Text.

Figure

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References

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