TM-3650 AVEVA Engineering (14.1) Engineering User Training Rev 2.0

AVEVA Engineering (14.
1)
TRAINING GUIDE
Engineering User Training
TM-3650
www.aveva.com
AVEVA Engineering (14.1)
Engineering User Training TM-3650
www.aveva.com
Copyright 1974 to current year. 2
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Revision Log
Date Revision Description of Revision Author Reviewed Approved
0.1 Issued for Review KI, JB
0.2 Reviewed KI, JB JB
Approved for Training with AVEVA
09/06/14 1.0 KI, JB JB GC
Engineering 14.1.0
Approved for Training with AVEVA
05/06/15 2.0 KI JB GC
Engineering 14.1SP1
Updates
Change highlighting will be employed for all revisions. Where new or changed information is presented
section headings will be highlighted in Yellow.
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Contents
1 Introduction .............................................................................................................................................. 8
Aim..................................................................................................................................................... 8
Objectives ......................................................................................................................................... 8
Prerequisites .................................................................................................................................... 8
Course Structure .............................................................................................................................. 8
Using this guide ............................................................................................................................... 8
Starting AVEVA Engineering .......................................................................................................... 9
2 Overview of the AVEVA Engineering Application .............................................................................. 11
AVEVA Engineering Concept ....................................................................................................... 11
AVEVA Engineering Interdisciplinary Project Data Concept .................................................... 12
AVEVA Engineering deliverables ................................................................................................. 13
AVEVA Engineering (Tags) Integration with AVEVA Products ................................................. 16
3 AVEVA Engineering Basic Workflow ................................................................................................... 17
AVEVA Engineering (Basic) Workflow......................................................................................... 17
4 AVEVA Engineering User Interface Overview .................................................................................... 21
AVEVA Tags Title Bar .................................................................................................................... 21
Tab Menus ...................................................................................................................................... 21
Project Tab ............................................................................................................................... 22
Home Tab................................................................................................................................. 26
Manage Tab ............................................................................................................................. 26
View Tab .................................................................................................................................. 27
Admin Tab ................................................................................................................................ 27
Quick Access Toolbar ................................................................................................................... 28
Adding Menu to Quick Access Toolbar A Worked Example ................................................. 29
Messages ........................................................................................................................................ 29
Project Explorer ............................................................................................................................. 30
Exercise 1 AVEVA Tags User Interface Basic Overview ..................................................................... 32
5 Create and Edit Lists Records .............................................................................................................. 33
Records Creation in List View ...................................................................................................... 34
Direct (Manual) Records Creation in List View A Worked Example ..................................... 34
List Data Entry & Editing ............................................................................................................... 37
Direct Data Entry A Worked Example ................................................................................... 38
Data Entry Using Lists of Values Fields A Worked Example ................................................ 38
Data Entry Using Reference List A Worked Example ........................................................... 39
Editing List Data Records ............................................................................................................. 40
Single Cell Edit A Worked Example ...................................................................................... 40
Multi-Records Edit A Worked Example ................................................................................. 42
Editing Claimed Records .............................................................................................................. 45
Modifying List Columns Units of Measure .................................................................................. 45
Applying User Defined Units Sets to Columns Headings A Worked Example ..................... 45
Changing Column Headings Units of Measure A Worked Example ..................................... 49
Copying List Data........................................................................................................................... 51
Single Cell Copy of List Data A Worked Example ................................................................ 51
Multiple Cells Copy of List Data -A Worked Example .............................................................. 52
Auto naming Records .................................................................................................................... 53
Applying Auto Naming to Existing Records A Worked Example .......................................... 53
Find and Replace Text in List Data .............................................................................................. 58
Find and Replace Text in List Data A Worked Example ....................................................... 58
Exercise 2 - Create and Modify Records ..................................................................................................... 60
6 Creating \ Editing Records Using Excel Import/Export Tool ............................................................. 63
Formatting Excel Import Files ...................................................................................................... 63
Excel Worksheet Import A Worked Example ........................................................................... 64
Exporting Data to Excel Output .................................................................................................... 74
Exporting Data from Current Lists View A Worked Example ................................................ 74
Exporting Selected Data from Database to Excel File A Worked Example .......................... 75
Exercise 3 - Excel Import / Export ................................................................................................................ 81
7 List Records Management .................................................................................................................... 83
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View and Change Status of Lists Data......................................................................................... 83
Add and Change Status of Items in a Lifecycle A Worked Example .................................... 83

Status Statistical Report for List Records ................................................................................... 90
Status Statistical Report for List Records A Worked Example ............................................. 90
View History of Status Changes for Elements ............................................................................ 93
View History of Status Changes for List Records Worked Example..................................... 93
Highlight Changes between Sessions in a List View ................................................................. 94
Highlight Changes between Last and Current Session A Worked Example ........................ 95
Changes and History between Selected Sessions A Worked Example ............................... 96
View Engineering Items on Schematic Diagrams and 3D Model in List View ....................... 101
View Engineering Items on Schematic Diagrams and 3D Model in List View - A Worked
Example 101
Generate Schematic Models of Equipment Items in a List View ............................................ 105
Generate Schematic Model in a List View Worked Example .............................................. 105
Display Document Links in Lists View Worked Example ..................................................... 107
Exercise 4 List Manage ............................................................................................................................ 108
8 Categories and List Management ...................................................................................................... 109
Categories Creations and List Management ............................................................................. 109
Creating List Categories A Worked Example....................................................................... 109
Adding List to Categories A Worked Example .................................................................... 112
Setting Lists View Properties ..................................................................................................... 114
Editing Lists Fields A Worked Example .............................................................................. 115
Modifying List Layout ............................................................................................................. 118
Modifying List Sorting Settings - A Worked Example............................................................. 123
Adding Sub-List Display to List - A Worked Example ............................................................ 126
Exercise 5 Category and List Management ........................................................................................... 129
9 Interdisciplinary Project Data Management ...................................................................................... 132
Interdisciplinary Project Data Worked Example .................................................................... 132
Working User Journey- Worked Example .............................................................................. 132
Approve User Journey- Worked Example .............................................................................. 138
Accept User Journey- Worked Example ................................................................................ 141
Exercise 6 - Interdisciplinary Project Data ................................................................................................ 153
10 AVEVA Engineering Deliverables ............................................................................................... 154
Datasheets Deliverables .............................................................................................................. 154
Create Datasheet Instance A Worked Example ................................................................. 155
View/Edit Datasheets A Worked Example .......................................................................... 158
Edit Datasheets Units of Measure - A Worked Example ....................................................... 159
Datasheets Issues and Revisions A Worked Example ....................................................... 161
Updating Process Sketches in Datasheets Instance A Worked Example .......................... 169
Updating NotePage (Free Cells) in Datasheet Instance A Worked Example ..................... 174
Comparing Datasheet Revisions A Worked Example......................................................... 177
Datasheets Export/Import ...................................................................................................... 179
Datasheets Publishing ........................................................................................................... 185
Report -Deliverables .................................................................................................................... 189
Running Quick Report on the Current List A Worked Example .......................................... 190
Running Pre-Defined Report A Worked Example ............................................................... 192
Print List Data ......................................................................................................................... 193
Exercise 7 Reports and Datasheets ........................................................................................................ 195
11 Design Reuse ................................................................................................................................... 196
Exporting Project Data A Worked Example ........................................................................... 197
Import Project Data A Worked Example ................................................................................. 200
Appendix A Cell Feedback Colours Settings ........................................................................................ 203
Appendix B Claimed Objects and Attribute Control ............................................................................. 206
1.0 Editing Claimed Records - A Worked Example .............................................................................. 206
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CHAPTER
CHAPTER11
1 Introduction
This training guide is for use with AVEVA Engineering 14.1. AVEVA Engineering 14.1 is based on the
AVEVA Everything3D platform, which is visible in the look and feel of the user interface and login screen
etc. However, it does not need AVEVA Everything3D in order to function.
This chapter outlines the objectives for this guide, details the knowledge required, what must be in place
before training starts, how to use this guide and the course structure.
Aim
The aim of this training guide is to provide Engineers with the knowledge and skills necessary to create and
maintain the major project indices such as Line List, Equipment Index etc.
Objectives
To provide a clear understanding of the basic features of AVEVA Engineering Tags application.
To familiarise users with the screen layout and the workings of the user interface.
To create and maintain Project Indexes.
To understand the various ways in which they can be modified.
Generate key project documents e.g. Datasheets, Line list. Equipment List etc.
Prerequisites
Trainees should be familiar with Microsoft Windows.
Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. 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
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Information the user has to key-in will be in bold red text.

Annotation for trainees benefit:
Additional information
Refer to other documentation
System prompts should be bold and italic in inverted commas i.e. 'Choose function'. Example files or
inputs will be in the Courier New font, colours and styles used as before. www.aveva.com
Starting AVEVA Engineering
Enter AVEVA Engineering 14.1.1 by selecting:

Start > All Programs > AVEVA > Engineer > AVEVA Engineering 14.1.1
The Trainer will provide user names and passwords; a typical example is shown below:
Project: ACE
Username: JNR.PROCESS-A
Password: ENG
MDB: ACE_PROC_WORK
Click the Tags tile.
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CHAPTER
CHAPTER22
2 Overview of the AVEVA Engineering Application
AVEVA Engineering is an application for the creation and management of Engineering Tag Information &
List data such as Line, Valve and Equipment Lists etc.
AVEVA Engineering provides Interdisciplinary Workflow functionality also known as Controlled Object
Revisioning; this enables independent concurrent working between disciplines as well as allowing
Engineers to be in control of the data they are consuming from other disciplines.
The Interdisciplinary Workflow enables different disciplines to work at different rates with staggered
completion times and prevent changes in one discipline being forced on to other disciplines triggering a
cycle of change.
The application also provides the capability to:
Create baseline across the whole project using selected revisions of data from each discipline
Compare, update and link attributes in other AVEVA product databases
View and change the lifecycle status of elements
View Schematic diagrams, Schematic & 3D models
Manage Datasheets.
AVEVA Engineering Concept
AVEVA Engineering enables multi-disciplinary teams of specialist engineers to work together in an effective
manner as they jointly develop the definition of all the key engineering items involved in plant or marine
projects. The product allows this process to take place across multi-disciplinary teams in such a way that
each discipline retains full control of its part of the information relating to any item as described below.
Line List
Doc. No. Rev:
Project: IPE-033 A01
Line Number Location Operating Design Testing

Press. Temp.
Rev. Sys. Pipe Seq. Pipe Svc. Piping Ins. Ins. Heat From To P&ID Press. Temp. Max. Min. Max. Min. Med. Press. Phase HT Pipe Stress Paint Insp. PED PED Notes Holds
Code Type No. Size Code Class Cls. Thk. Tr. Temp Length Crit. Code Class Fluid Cat.
Line Grp.
mm barg C barg barg C C barg C mm
P03 23 L 0001 1400 PV AD200 23L0004, 20L0039 23HJ001 XB-2310-01 0.8 69 10 FV 100 -29 Water 15.0 V 9565 YES 1 CAT 3
1800,
23 L 0003 1600, PT AD200 23HJ001 23VG001 XB-2320-01, XB-2310-01 0.4 30 10 FV 100 -29 Water 15.0 M 13905 YES 1 CAT 3 1, 3
1400
AD200T
D02 23 L 0004 1000 PV 01 50 Y 23L0013 23L0001 XB-2330-01, XB-2310-01 0.4 67 10 FV 100 -29 Water 15.0 V 10 7895 YES 1 CAT 2 1, 2
P&ID
S
1600,
23 L 0006 PV AD200 23VG001 23KA001 XB-2330-01, XB-2320-01 0.4 30 10 FV 100 -29 Water 15.0 V 9990 YES 1 CAT 3 1
1400
0400,
23 L 0007 PV AD200 01 50 Y 23VG001 23PSV2006A XB-2320-01 0.4 30 10 FV 100 -29 Water 15.0 V 10 10450 YES 1 CAT 2 1, 2
0300
23 L 0008 0300 PV AD200 01 50 Y 23L0007 23PSV2006B XB-2320-01 0.4 30 10 FV 100 -29 Water 15.0 V 10 2300 YES 1 CAT 1 1, 2
0400,
D02 23 L 0009 PL BD200 04 30 Y 23VG001 23PA001A XB-2320-01, XB-2340-01 0.4 30 10 FV 100 -29 Water 15.0 L 7850 NO 1 SEP 1
0300
23 L 0010 0200 DC AD200 23L0009, 23L0011 57L2301 XB-2320-01 0.1 AMB 10 FV 100 -29 Water 15.0 L 6605 NO 1 SEP 1
23 L 0011 0100 DC AD200 23L0010 XB-2320-01 0.1 AMB 10 FV 100 -29 Water 15.0 L 1545 NO 1 SEP 1
AD200,
D02 23 L 0012 1200 PV AD200T 23KA001 23HJ002 XB-2350-01, XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 15950 YES 1 CAT 2 1 1
S
AD200T
D02 23 L 0013 0800 PV 01 50 Y 23L0012 23L0004 XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 10 2340 YES 1 CAT 2 1, 2
S
0800, AD200T
D02 23 L 0015 PV 01 50 Y 23L0012 23PSV3011A XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 10 5650 YES 1 CAT 2 1, 2
23 L 0016
0600
0800,
0600
PV
S
AD200 01 50 Y 23L0015 23PSV3011B XB-2330-01 2.5 69 10 FV 100 -29 Water 15.0 V 10 9340 YES 1 CAT 2 1, 2 Process
D02 23 L 0017 0200 PL BD200 04 30 Y 23PA001A 43L2321, 20L0035 XB-2340-01, XB-2050-01 2.8 30 10 FV 100 -29 Water 15.0 L 11430 NO 1 SEP 1
D02 23 L 0018 0300 PL BD200 04 30 Y 23L0009 23PA001B XB-2340-01 0.4 30 10 FV 100 -29 Water 15.0 L 3505 NO 1 SEP 1
D02 23 L 0019 0200 PL BD200 04 30 Y 23PA001B 23L0017, 23L0042 XB-2340-01 2.8 30 10 FV 100 -29 Water 15.0 L 4250 NO 1 SEP 1
23 L 0020 0200 DC AD200 23PA001A 23L0021 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
D02 23 L 0021 0200 DC BD200 23L0009, 23L0020 57L2303 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
23 L 0022 0200 DC AD200 23PA001B 23L0023 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
D02 23 L 0023 0200 DC BD200 23L0018, 23L0022 57L2303 XB-2340-01 0.1 AMB 10 FV 100 -29 Water 15.0 L NO 1 SEP 1
1400,
23 L 0024 PT AD200 23HJ002 23VG002 XB-2350-01, XB-2360-01 1.5 30 10 FV 130 -29 Water 15.0 M YES 1 CAT 3 1, 3
1200
1200,
23 L 0025 PV AD200 23VG002 23KA002 XB-2370-01, XB-2360-01 1.5 30 10 FV 130 -29 Water 15.0 V YES 1 CAT 2 1
1000
23 L
0600,
0026 0400,
0200
PV AD200 01 50 Y 23VG002 23PSV6006A XB-2360-01 1.5 30 10 FV 130 -29 Water 15.0 V 10 YES 1 CAT 2 1, 2 Stress
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AVEVA Engineering Interdisciplinary Project Data Concept
The Interdisciplinary Workflow (Controlled Object Revisioning) is a new feature that has been added to
AVEVA Engineering 14.1. The functionality has been designed to enable independent and concurrent
working between disciplines. More specifically, it is intended to allow engineers to work to a specification
whilst remaining in control of the set of data they are consuming from other disciplines.
This is done by preventing changes in one discipline being forced immediately onto other disciplines and
thereby avoiding a cycle of change being triggered between disciplines.This enables an engineer to base
their own changes on a consistent set of data. It also facilitates the ability of different disciplines in a project
to work at different rates with staggered completion times. This is achieved by revisioning data and using
extracts to separate working data from issued data.
Controlled Object Revisioning (COR) allows Engineering to control when Users want to pick up object
changes. When objects are released via status control a notification is sent to any users who subscribe to
that object. The user, once notified, can elect if and when to adopt that change. This process is implemented
using AVEVAs database (Dabacon) Extract functionality.
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As part of the Inter-disciplinary Workflow, Baseline Project Data can also be created. Baselines allow a
view of all disciplines data to be saved in a particular state. Baselines are used to bring together the correct
versions of data from other disciplines to form a consistent set of data that meets a known specification.
The Baseline functionality allows each discipline to continue to change data and create new revisions of
data without changing the view of a project saved in a baseline. Baselines may be created at any time in a
project after the initial project configuration has been defined, and in practice they are likely to be created at
key project milestones.
The Baseline functionality work examples are currently not available in this revision of the
Training Guide due further enhancements of this feature.
AVEVA Engineering deliverables
A wide variety of fully formatted reports can be generated automatically from the database; including key
project documents such as:
Line lists
Ad hoc or departmental reports
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In AVEVA Engineering Tags, imported or created data can also be used in:
2D drawings (P&IDs).
3D Model information.
Isometrics (with process information).
Isometrics drawings with process information
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Datasheet
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AVEVA Engineering (Tags) Integration with AVEVA Products
AVEVA Engineering contains Compare/Update utilities that allows AVEVA Engineering data to be compared
against data created in other AVEVA products and/or external systems, and allow updates to be selectively
applied as, where and if required.
The Compare/Update utilities can be used by user(s) to integrate data between Design, Schematic and
Engineering databases, as well as data from AVEVA Instrumentation, AVEVA Electrical and other 3 rd party
data source (via Excel) into Dabacon Model databases as shown:
When integrating between two Dabacon databases, it adds the capability to link objects using the
linking capabilities shared with AVEVA Schematic 3D Integrator.
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CHAPTER
CHAPTER33
3 AVEVA Engineering Basic Workflow
This chapter gives a basic overview of AVEVA Engineering workflow, together with expected outputs such
as line lists, equipment lists and valve lists, datasheets as well as various kinds of ad hoc or departmental
reports.
AVEVA Engineering (Basic) Workflow
1. AVEVA Engineering User Interface Overview.
The workflow begins with an introduction to the AVEVA Engineering user interface and basic manipulation of
the key facilities and utilities.
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2. Lists Records Creation.
In AVEVA Engineering, list records used in key project deliverables such as Line List, Equipment List etc.
can be generated and maintained.
Records can be viewed, created and updated in the grid view via various methods such as:
3. List Records Management
AVEVA Engineering Tags provides various manage capabilities allowing users to:
View list data in different styles and formats

View and change the project lifecycle status of an item or element
Highlight changes to data between AVEVA Engineering Tags sessions
Manage List Categories
4. Interdisciplinary Project Data Management.
AVEVA Engineering provides Interdisciplinary Workflow functionality also known as

Controlled Object Revisioning enables independent concurrent working between
disciplines as well as allowing Engineers to be in control of the data they are
consuming from other disciplines.
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5. Deliverables
The user can run a quick report e.g. Equipment list, Line list and various kinds of ad hoc or departmental
reports on the data in the list view using pre-defined templates. The generated reports can be previewed,
exported or printed in different formats such as PDF, HTML etc.
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CHAPTER
CHAPTER44
4 AVEVA Engineering User Interface Overview
AVEVA Engineering-Tags module is accessed using menus and toolbars. This

chapter gives a basic overview of how to access and use key menus and toolbars
as shown in the diagram below.
The main parts of the AVEVA Engineering Tags User Interface are:
Title Bar
Tab Menus
o Project
o Home
o Manage
o View
o Admin (ADMIN users only)
Quick Access Toolbar
List / View Window
Message Log / Window
AVEVA Tags Title Bar
The title bar of the AVEVA Engineering-Tags module displays the module name, project name and MDB of
the currently project in the example below:
Module Name: Tags- AVEVA Engineering

Project Name: ACE
MDB: ACE_PROC_WORK
Tab Menus
In AVEVA Engineering-Tags all of the commands, facilities and utilities are accessed from a number of
Tabs, which can be selected from the Module Interface, these include:
Tab Menus
o Project
o Home
o Manage
o View
o Admin (Only visible for ADMIN users )
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To display the Admin tab, close all existing sessions.
Enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username: SYSTEM;
Password: XXXXXX; MDB: ACE_PROC_WORK.
Project Tab
The Project Tab is primarily used to exit the programme, switch between AVEVA PDMS modules if required
and allow the user to set editing/viewing preferences for the AVEVA Engineering-Tags module.
This menu provides access to a number of key functions such as Save Work and Get Work. To access the
Project menu, click on the Project tab from the AVEVA Engineering-Tags main toolbar as highlighted.
Save Work
The Save Work option is used to save any changes made to data made using the AVEVA Engineering-Tags
module.
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Get Work
The Get Work option is used to refresh data in any opened lists with any changes that other users may
have made to the data since the lists were opened.
The above commands are quite frequently added as icons to the main menu. See example later in the
manual. 4.3.1.
Help
Online Help for the Tags module can be accessed by clicking on the Project tab and selecting AVEVA
Engineering-Tags Help option from the sub-menu as shown:
Alternative Online Help for AVEVA Engineering-Tags module can be accessed by clicking on the help
Icon from AVEVA Engineering-Tags User Interface.
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Options
The Options form is used to view and edit user preferences for the AVEVA Engineering-Tags Module. To
open the Options form select Options from the Project tab as shown:
This menu provides access to number of key functions.
Set Default Units of Measure: Set the default or presentation units of measure used for values in lists,
(Only enabled for ADMIN users).
Save List Layout Changes on Close: Users may change the layout of lists e.g. the order in which columns
are displayed. If a messages is to be displayed asking whether or not such changes are to be saved, select
Ask (this is the default setting). If such changes are not being saved, select No.
Prompt for Session Comment during Save Work: When a Save Work is carried out; a window may
optionally be displayed in which a comment regarding the session can be entered. If this is required, check
the Prompt for Session Comment during Save Work checkbox. The checkbox is unchecked by default.
Highlight Changes after Get Work: Enables/disables highlight changes after GetWork.
Highlight Changes after Refresh from Parent Extract: Enables highlight changes after refresh from
Parent Extract.
Highlight Changes after Refresh from All Ancestors: Enables/disables highlight changes after refresh
from Ancestors.
Autorenaming active on attribute changes: Enables/disables autorenaming on attribute changes.
Show database errors on grid: Enables/disables showing database errors on grid.
Refresh PBS Explorer on Events: Enables/disables refresh Flexible Explorer on events.
Selection direction after cell edit: The direction of the next cell relative to the current.
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Auto Save Work: Enables the ability to have perform automatic Save Work operation on a regular and
controlled basis. There are controls for whether this feature is on or off, the duration in minutes between
each Auto Save event, as well as whether a prompt should be displayed to the Engineering user to confirm
or cancel the Auto Save.
Modules
The Modules option is used to switch to the Monitor module.
Exit - This is used to exit the AVEVA Engineering application
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Home Tab
This menu provides access to number of key groups. Click on the Home tab from the AVEVA Engineering
main toolbar as highlighted to access the menu.
Project Explorer: Presents database content depending on user needs. It provides relevant navigation and
selection, independent of database organisation.
Lists and Schedules: Enables creation, opening and managing lists and list categories.
Clipboards: Contains functions to cut, copy and paste data in a list view.
Records: Contains functions to create new records, and edit and delete multiple records in a list.
Datasheets: Enables creation, opening and managing datasheets instance.
Grid Actions: Contains functions to select all records in a list, view lists in the Card View format, clear all
temporary filtering from a list, set cell feedback colours and generate a report on the data in the current list.
Reporting: Provides access to Report Designer used to run pre-defined reports and to create user defined
reports. These are supplied with Tags or created by users in Report Designer.
Find : Enables search operations such as tagged items, Headings and Data Values.
Manage Tab
This menu provides access to a number of groups such as:
Status Control: Contains functions to set status definitions and display a graphical representation of a
selected lifecycle.
Status Actions: Contains functions to Promote, Demote, Edit, view graphical representation and view
Status History for the selected records.
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Revisions Baseline: Only available if the project is configured to use the Controlled Object Revisioning
capabilities.
Changes: Provides functions to highlight data changes between different selected database sessions and
view the column /row history .
Extracts: Provides functions to claim and release data to other users.
Integration: Provides functions to export data to AVEVA NET and Compare/Update/Link the data values
from AVEVA Engineering against data held in other AVEVA databases.
Import / Export: Provides functions to export/import data to/from an Excel spread sheet.
View Tab
This tab deals mainly with the grid display modes. It also provides functions to view schematic diagrams and
3D models within AVEVA Engineering application.
This menu provides access to number of key groups such as:
View: Provides functions to view the schematic diagram in which an element is located, view the schematic
and 3D model associated with an element, and view the documents linked to elements. The Collections
options allows for ad-hoc selection of items in the grids to be grouped together under a user defined name.
Project Explorer: Open and manage Project Explorer.
Window: Provides functions to view lists displayed in different modes.
Grid Options: Provides functions to display or hide grid options such as filtering, units of measurement in
the column headers of a list, cell feedback colours, slash that prefixes some values in a list, column
summaries etc.
Admin Tab
The Admin tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.g.
SYSTEM).
This menu provides access to number of key groups such as:
Admin Tools: Provides functions to open the Command Window, edit database views, define and switch on
autonaming rules for new records and configure the interface with AVEVA NET.
Database: Provides options to display or conceal the project database Explorer.

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Datasheets: Provides functions for datasheets configurations.
List Units: Reset list units to default.
Enable Tag Editor: Enable Tag Editor form.
Quick Access Toolbar
This toolbar provides the capability to add Tabs and Project menus for easy access. Some commands such
as Save Work, Get Work, Redo and Undo are located in the toolbar by default.
Save Work: Saves any changes made to data.
Get Work: Refreshes data in any opened lists with any changes that other users may have made to
the data since the lists were opened.
Undo: Undoes the last change made to data in a list, including the adding and copying of records.
Redo: Reverses the last undo (see above) made to data in a list. Multiple undoes can be reversed.
Session Comment: Enables user (s) to add database default session comment.
Reset Cell Feedback Colours.
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Adding Menu to Quick Access Toolbar A Worked Example
To add a tab or project menu to the Quick Access toolbar, right-click on the required command, in this case
, and select Add to Quick Access Toolbar option from the menu as shown:
The selected Tab is then added to the toolbar and to remove the added command right-click on the Quick
Access Toolbar main toolbar and select Remove from Quick access Toolbar.
Messages
The Messages button displays messages issued during the current session. To display the log, click on the
message text in the status bar. The Messages window is then displayed above the status bar as shown:
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Project Explorer
The Project Explorer is a configurable mechanism to be able to display the database in a manner that suites
a project or companys requirements. In this training project we have provided some examples of how this
may look.
Regular project Breakdown
System based
Document Based
Class based
System based ( XML)
Right button click on an item in the explorer will display the context menu.
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In the VIEW tab thare is an option to change the way the explorer behaves, primarily to track items in the
list against the item in the grid and to automatically refresh the list with new data.
Each breakdown can be displayed as a multi list (default) or split on to separate tabs as below.
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Exercise 1 AVEVA Tags User Interface Basic Overview
1. Add the following functionality icons listed below to the Quick Access Toolbar:
a). Cut
b). Copy
c). New
2. Select the Customize Quick Access Toolbar pull-down to display the Customize Quick Access
Toolbar list menu. Click the Show Below the Ribbon option to display the Ribbon below the Ribbon Bar.
3. Minimize the Ribbon Bar by selecting Minimize the Ribbon option
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CHAPTER
CHAPTER55
5 Create and Edit Lists Records
In AVEVA Engineering, list records in key project deliverables such as Line List, Equipment List etc. can be
viewed, created and updated using a number of lists or views, each of which displays a category of data in a
grid format.
Below is an example of AVEVA Engineering list view.
List records can be created and edited in the grid view via various methods as illustrated in diagram.
The diagram gives a basic overview of some of the capabilities available for creating and editing list records
in AVEVA Engineering. These methods or procedures will be discussed in details and with worked examples
in subsequent sessions.
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Records Creation in List View
AVEVA Engineering provides user(s) the capability to directly add a new record to a list view. This is
described in following the worked examples.
Direct (Manual) Records Creation in List View A Worked Example
Close all previous AVEVA Engineering sessions.
Enter AVEVA Engineering-Tags module as JNR.PROCESS user with the following details: Username:
JNR.PROCESS-A; Password: ENG; MDB: ACE_PROC_WORK.
Adding a new record to a list view, first open the desired list, in this case Line List-- Basic view.
Click on the Home tab, and then select the category (e.g. Process) the list belongs to, from the list of
categories pull-down window in the Lists and Schedules group.
Then select the desired list Line List - Basic from the available lists and click the Open icon. The list is
then displayed in the List / View window.
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The list is then displayed in the List / View window as shown:
Click on the New button in the Records group of the Home tab.
The Create element information form is then displayed.
If the list has been set up without creation rules, the

user will only be required to complete the Owner field
on the Create element information Form.
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Enter the required information in the fields provided as shown:
In Mandatory Information Section:
In Area Field, select 101 from pull- down

window.
In Fluid Code Field, the HL from pull-

down window.
In Line Number field enter 56
In Nominal Size field, select 100 from pull-

down window.
In Service Code select 1
Then click on the NEXT button.
This displays a second form to enter optional data that may be entered now or later.
Select the Finish button to confirm the settings and close the form .
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The new record is then displayed in the grid and the Project Explorer.
List Data Entry & Editing
The grid view provides user(s) the capability to add data directly to newly created items or edit existing
records as described in the following worked examples.
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Direct Data Entry A Worked Example
Data can be added directly to newly created record (100-HL-56-1). This is achieved by singleclick on the
desired attribute cell and enter the desired value. In this case in Design Temperature Maximum field
enter 140.
The background colours of cells indicate if the update is successful or unsuccessful. In this example the
update is successful.
Data Entry Using Lists of Values Fields A Worked Example
Lists of values are available for some fields; these are accessed from the arrow button which is displayed
when the mouse cursor is hovered over them.
For line 100-B-1, click into the Fluid Code. Select the preferred value (e.g. CN) from the available pull-down
list to update the list data as shown:
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For more details on how to setup Lists of Values, please refer to AVEVA Engineering (14.1) Tags
(Admin) guide.
Data Entry Using Reference List A Worked Example
Some fields in the list view can be setup to use a reference list. In grid view such cells are automatically
provided with the facility to select values from a reference browser.
The Reference browser form can be accessed by clicking the browse button which is displayed when the
mouse cursor is hovered over it as shown: Highlight line 150-A-3.
Click the browse button and the Reference Browser form is then displayed.
The Search tab in the Reference Browser form may also be used to search for values.
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Use the Explorer tab to browse the database structure for the desired value. In this example select SPEC
A3B and click OK button from the Reference Browser form to update the list view as shown:
Editing List Data Records
List data in the grid view can be edited using single cell edit or multi-record cell Edit (Bulk Edit) as described
in the following worked examples.
User(s) must have the appropriate access right or own the data to modify records.
Single Cell Edit A Worked Example
Edit a single cell in a list view, for Line 50-CN-25150-A1. Click on the desired value to select it and change
the existing value in Design Temperature Maximum field from 93.33 to 100.
The slider at the button of the form can be used in the normal manner to increase/decrease the font size.
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Alternatively user (s) can also use Tag Editor to edit attributes /properties of a single tagged item. The Tag
Editor can be accessed from the View tab in AVEVA Engineering main toolbar.
The Tag Editor can also be displayed by selecting the preferred tagged item row in the displayed list view
and then click on the Tag Editor option from the context menu.
The Tag Editor option is only available to the end user if enabled in the Admin tab of AVEVA
Engineering by user with appropriate administration access rights.
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When the Tag Editor Tracking option is on, the grid will update itself to track changing selections in the
Project Explorer or a Lists view to display the properties. When turned off, it will continue to display the last
selected item.
The end user will only be able to modify

their own data via the Tag Editor.
Multi-Records Edit A Worked Example
Multi-Record Edit allows user(s) to edit multiple records in a list view if required.
This is achieved via the standard window selection method, select the desired row as shown (e.g. left mouse
click on the required row plus Ctrl).
The Select All option in the Grid Actions group of the Home tab may be used to select all rows in
lists.
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Click on the Edit option in the Records group of the Home tab. Select the Edit Selected Records option
from the pull-down window.
The Multi record edit form is then displayed as shown:
The Multi record edit form can also be displayed by clicking on the Edit icon.
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The displayed Multi-Record edit form lists all the columns in the list. Click on the Copy first records Data
checkbox to display existing data of the columns as shown:
The first record does not

necessarily mean the first
(upper-most) record listed of
those selected; it means the
first record that was selected
when the selected of multiple
records was made.
Click the Selected checkbox next to a column to update in this case Area, and enter the desired value
e.g. 100 in the Value field as highlighted.
Select all the checkboxes for edit via the Select all checkbox.
Click the OK button to apply the update to the selected record in the list view.
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Editing Claimed Records
There are flexibilities in the way in which Engineering can be configured and therefore the user must claim
an element before changing or editing it and this can happen automatically depending on the database claim
mode setting. This is discussed in Appendix-B
Modifying List Columns Units of Measure
The unit of measure is used to quantify values in a column and can be changed by user(s) to desired units
of measure. The units change(s) is only for the user presentation, it does not affect the project default units.
AVEVA Engineering also provides the user with the capabilities to apply user defined Unit Sets to List
columns. This is described in the worked example below:
The Unit sets definitions are done in AVEVA Lexicon by the system Administrator.
Applying User Defined Units Sets to Columns Headings A Worked Example
In this example, close all previous Process AVEVA Engineering-Tags sessions and enter AVEVA
Engineering as user SYSTEM password XXXXXX MDB: ACE-PROC-WORK
Users modifying column headings Unit Sets must have the appropriate access right.
Open Lines list basic list view from Process Lines category.
Click the unit icon button in the Design Temperature Maximum column to display default of units of
measure.
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In Units sub-menu the current Unit is selected by default. If the unit icon is not displayed, select
the Show Units in Column Headers checkbox in the Grid Options group of View tab to display
units icon.
Click on the Manage icon in the List and Schedules group to apply desired unit sets to column headings
or modify existing column headings Unit Sets.
The Manage Lists form is then displayed. Click on the List Properties button.
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The List Manager form is then displayed.
Select the Fields tab from the List Manager form to display the Fields tab content.
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From the Unit Sets column, click on the pull-down window and select the appropriate Unit Set name, in
this case Temperature Unit Set.
The Unit sets definitions are done in AVEVA Lexicon by the system Administrator. The List Manager
Form Unit Sets columns only display UnitSets definitions names if the attributes have appropriate
unit dimensions.
Then click on the OK button from the List Manager form to Save the Fields settings and close the List
Manager form. The Manage List form is then displayed.
Finally, click on the OK button from the Manager Lists form to confirm the settings and close the Manage
Lists form.
Click the unit icon button in the Design Temperature Maximum column to display user defined Unit
Sets as highlighted below.
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Changing Column Headings Units of Measure A Worked Example
Edit a range of Operating Temperature Maximum cells for tagged items (100-A-15,100-A-18,100-A-20
and 100-A-320 with some values as shown:
Click the unit icon button in the column heading, and select the desired unit e.g. K from the displayed
list.
The values in the column are then re-calculated in accordance with the new unit of measurement as shown
above.
The units change is only for user presentation, it does not affect the project default units or data
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Using the Precision option allows user to set the number of decimal places required to be displayed. In the
following example this is set from 2 to 3.
Set the No. of Decimals from 2 to 3. Click on the OK button.
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Copying List Data
The copy functionality allows users to copy the content of a cell in a list. This can either be single or multiple
cell copy as described in the worked example.
Single Cell Copy of List Data A Worked Example
Select the desired cell and click Copy in the Clipboard group of the Home Tab, or right-click and select
Copy from the menu that is then displayed, alternatively press Ctrl+C.
To paste into a cell in a list, select the desired cell and click Paste in the Clipboard group of the
Home Tab or right-click and select Paste from the menu, or press Ctrl+V.
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Multiple Cells Copy of List Data -A Worked Example
Copy the content of a cell to multiple cells:
Click on the cell with the desired content (e.g. 50-CN-25100-A1 From cell) and use standard window
selection methods (e.g. left mouse click plus Ctrl and Shift keys) to select other multiple empty cells to copy
the data.
Once multiple cells have been selected right click on the edited cell and select Fill Down from the right-click
menu.
The selected cells are then automatically updated as highlighted.
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Auto naming Records
Records in a list view can be renamed if required; this can be done by applying auto naming rules via the
Auto naming option or manually by clicking the Rename option from the Edit option in the Records
group of the Home tab.
Auto naming rules are usually defined by the system administrator in accordance with the company naming
conventions or format. When the rules are activated and applied to new or existing records, the selected
records are automatically named according to the current applicable rules. This is described in the following
worked example.
The Auto naming Setup form is in the Admin Tools group of the Admin Tab. The Admin tab is only
displayed if the user is a member of the TAGADMIN team. For more detail, please refer to AVEVA
Engineering (14.1) Admin guide
Applying Auto Naming to Existing Records A Worked Example
In this example, the selected item will be automatically renamed when a change is done to an attribute,
which the naming rule depends on.
This is achieved by selecting the desired tagged item e.g.100-B-2 using the list filter functionality.
Enter values for the attributes Fluid Code(BW) ,System(A), Line Sequence Number(2), Specification(A3B)
and Service code(1).
Note how the name changes from 100-B-2 to 100mm-BW-A-2-A3B-1
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Auto naming rules will fail if the name already exists in the list data or database.
Auto naming rules can also be applied to existing records that are not named according to the current
applicable rules.
Select the record row 100mm-BW-A-2-A3B-1.
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Click on the down-arrow button next to the Edit option in the Records group of the Home tab. From the
menu that is then displayed, click Rename option.
If more than one record row is selected the Rename option is disabled.
The Rename element form is then displayed with the current value.
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Enter the new name /200mm-BW-A-2-A3B-1 and click OK button to apply the change as shown below:
Select the record row 200mm-BW-A-2-A3B-1 and click on the down-arrow button next to the Edit option in
the Records group of the Home tab. From the menu that is then displayed, click Auto Rename option.
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Auto naming rules automatically update the selected record according to the current applicable rules as
highlighted below:
Users with appropriate access right (Admin User) can deactivate Auto-renaming on attribute change in
the Project Option menu as highlighted below:
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Find and Replace Text in List Data
The Find and Replace function enables users to search and highlight list data, values or headings and
optionally replaces any text string within a list. This is described in the example below.
Find and Replace Text in List Data A Worked Example
Find heading text FROM within the Line List list, enter the text (FROM) to be searched for in the FIND
field in the Find Replace group of the Home Tab.
From the Search icon pull-down list , select the data to search for; (e.g. Headings and Data Values).
Click on the search icon.The first row that contains a match is then highlighted and the cell that contains the
match is selected.
Searching for Data Value within the displayed Line List list , first enter the desired value text e.g. V1234 .
From the Search icon pull-down list , select the data to search for; (e.g.Data Values).
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Click on the search icon.The first row that contains a match is then highlighted and the cell that contains the
match is selected.
Alternatively, click Find or Replace icon in the drop-down list accessed from the arrow to the right of
button next to the Find field, or right-click on a list and select the Find and Replace option from the
menu.
The Find and Replace is then displayed as shown:
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Exercise 2 - Create and Modify Records
1. Open Lines List-Basic list view and create the following 4 records using the New button in the
records groups of the home tab as described:
The Mandatory and Optional information fields should be completed as shown below:
Area Fluid Line Nominal Service

Code Number Size Code
100 HL 400 100 1
101 HL 401 100 1
102 HL 402 50 2
103 HL 403 150 2
2. Add the following attribute data in the table to the newly created records.
Fluid Phase Fluid Spec
Liquid /Gas Hydrocarbon

A1A
Liquid /Gas Hydrocarbon A1A
Liquid /Gas Hydrocarbon A1A
Liquid / Gas Hydrocarbon A1A
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3. Use the Multi-Record capability:
Add the following attribute value in the table to the newly created records.
New Record Phase
100-HL-401-1 Liquid
100-HL-402-2 Liquid
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CHAPTER
CHAPTER66
6 Creating \ Editing Records Using Excel Import/Export Tool
This section describes how to use the Excel Import/Export tool in AVEVA Engineering Tags. The Excel
Import and Export tool supports the import and export of Excel Workbook files to and from the Engineering
database. The Import/Export tool also provides the capability to highlight differences and accepts or rejects
attribute data updates.
This tool is designed to support activities such as:
Import of attribute data such as operating pressures and

temperatures from external system.
The import of elements generated in an external system, such as

Equipment and Nozzles.
The round tripping of elements in and out of the Engineering

database
Formatting Excel Import Files
Excel Import tool is used where the contents of an Excel file is used for an import. The Excel file may contain
multiple worksheets.
The import file must follow certain rules as described below:
The Import file must contain One Element Type per Worksheet, including UDETs.
The first row of the file must contain a list of headings. Each heading represents a column in the file
containing an attribute of the elements being loaded.
One column per Database Attribute.
The first data row starts on the second row.
Item matching will require Ref or Name column.
Item create will require an OWNER column. If this column is present, the owner of an element in an
import file must either exist in the import file, or already exist in the Dabacon database.
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Example of an Excel Import file format containing Equipment data.
Excel Worksheet Import A Worked Example
This example describes the use of the Excel Import function in AVEVA Engineering Tags to import Excel
Worksheet files e.g. Equipment List to the Dabacon database (Engineering Database).
To start the Import Process:
Close all previous AVEVA Engineering-Tags sessions.
In a separate session enter AVEVA Engineering with the following details: Username: JNR.MECH.A
Password: ENG; MDB ACE_MECH_WORK
Open Equipment List-Full List list view from the Mechanical category.
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Click on the Manage tab and then select the Excel Import/list option in the Import / Export group as
highlighted, use the list option.
The Select File to Import dialog is then displayed. Navigate to the folder containing the Excel file, select
the Excel file (EQUIP LIST IMPORT.xls) and click the Open button to display the Excel Interface Wizard-
Import dialog.
Excel file will be provided by the trainer.
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Click on the Look In drop-down to select where the configuration file is stored, in this example select
Product.
If no Configuration Name exists, user(s) may enter their preferred name; in this case enter EQUIP LIST
TEST.
If Configuration Name exists, it will be available for selection from the Configuration Name drop-
down menu.
Configuration Name is not mandatory, it is only required if the user needs to the save the
Configurations for future use.
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Option Default folder location

User C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\USERDATA\<Project>\Data\Excel
Project C:\Users\Public\Documents\AVEVA\Engineering\Projects14.1.1\<Project>\<project>
dflts>\Data\Excel
Product C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\DFLTS\data\Excel
Select the preferred Data Mode to use for the import, in this case Element Type radio button is selected
by default.
For details on how to use Database View(s) Data Mode please refer to PDMS Design
Common Functionality User Guide.
From the Excel Interface Wizard- Import dialog, click the Next button to display the Worksheet and
Element Type Configuration dialog.
The Import Wizard will attempt to match the

imported element type that each worksheet
contains to the database element type, if the
same element type names exist.
If the Excel Interface Wizard- Import made no element type suggestion or made an inappropriate
suggestion, the user must select the required Element type from the Element Type drop down list.
Where an import file contains multiple worksheets this form allows the worksheets to be imported to
the Engineering database. The user also has the option to include the Worksheets to be imported by
checking the Include column checkbox or exclude the worksheet from the import process by
unchecking desired worksheet Include checkbox.
Checking the Include All column will automatically check all the displayed worksheet Include
checkbox.
To delete or remove any row, select the desired row and then select the delete icon to remove
the row.
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To continue click on the Next button from Worksheet and Element Type Configuration dialog to display
the Column and Element Configuration dialog as shown:
The Column and Element Configuration dialog allows users to specify the element to update
during the import process.
In the Attribute row, map the data (attributes) contained in the excel import file to the required Engineering
database attribute which will be populated or updated.
The Excel Column text are automatically mapped to the Engineering database attributes in the Attribute
cell if the Excel Column text match the Engineering database attribute
If no match is established, the data (attributes) contained in the excel import file are manually mapped to the
desired Engineering database attributes for each column as shown below:
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If the attribute name is known it may be typed into the Attribute cell. Pseudo attributes are not in the
drop down list and must be typed into the Attribute cell.
By checking the Update All checkbox, Update rows checkboxes are automatically checked. This
allows the available columns to be included in the import process. If some columns are not required
they could be excluded from the import by unchecking the appropriate Update column(s).
Leaving the Update checkbox unchecked will allow the attribute to be used during the import
matching process and any difference will be highlighted in the Accept and Reject Form, but will not
update the database attribute.
Once the required configuration in Column and Element dialog is complete, click on the Next button; the
Configuration Options form is then displayed.
To remove carriage return from text attributes, click the checkbox. In this example the checkbox should not
be unchecked.
The Configuration Options Form allows remove carriage return from the text attributes.
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To continue click on the Next button from Configuration Options dialog to display the Save
Configuration Changes dialog.
To save the configuration check the

Save the Configuration check box.
If a configuration name was

previously entered in Choose a
Configuration form, the system defaults
to the existing name.
Click the Finish button. The Excel Wizard then scans the Dabacon database and determines what changes
will take place if the import is confirmed.
If the imported data

is large a progress bar
may be shown indicating
the progress of the
database scan.
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Once the processing of the source data (Excel import data) is completed, the Accept/Reject Wizard
window will then be displayed with a list of potential changes. No changes are made at this point, and the
import may be cancelled without affecting the contents of the database.
The Accept /Reject Form is only displayed if Element Type Data Mode is selected from Excel Interface
Wizard- Import form. The form is disabled if the user selects Database View data mode.
Select the Accept/Reject tab to review all the imported data as shown:
Check the Accept All check box

to accept all the required changes
or updates as shown:
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User(s) can reset the Accept/Reject Grid feedback colour to any preferred colour, by selecting Feedback
Colours option form by right clicking the submenu as shown below:
Start the import process, click on the OK button from the Accept/Reject tab. Import progress dialogue will
then be displayed indicating the progress of the import as highlighted.
The import process is completed with Errors .
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The Summary and Errors & Warnings Tabs on the Import Progress Dialog displays the textual
description of the import and a list of import errors respectively.
In this example the error message reported error while evaluation Status Expression.
The import data is then displayed in the specified list e.g. Equipment List-Full List.
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Exporting Data to Excel Output
The Export to Excel option is a tool used when exporting item(s) from Engineering database to an Excel
output. There are two ways to export data from AVEVA Engineering these are:
Exporting data from current list view.
Exporting data from Selected Database.
Exporting Data from Current Lists View A Worked Example
Export data from current list view to Excel Worksheet File:
Open the list view e.g. Equipment List-Full List. Right-click on the list and select the Export to Excel
option from the submenu as shown:
Alternatively, click on the Current List from the pull-down list in the Import / Export group of the Manage
tab as shown:
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The Save As form is then displayed, enter a preferred file name in this case EQUIP EXPORT TEST and
click on the Save button to save the file.
Exporting Selected Data from Database to Excel File A Worked Example
This tool allows users to export selected data from the database (e.g. Engineering database).
Open the list view e.g. Equipment List-Full List. Click the pull-down arrow button next to the Excel
Export in the Import / Export group of the Manage tab. Select the Select from Database option.
The Excel Export Interface Wizard

form is then displayed.
Select the Configuration Name created

during the import example, which in this
case is EQUIP LIST TEST. If no
Configuration Name exists, user(s) may
enter their preferred name and click the
Next button
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The Worksheet and Element Type Configuration wizard form will then be displayed, showing the
Worksheets and Elements types defined during the import process.
Toolbar descriptions:
Deletes the selected rows.
This adds a new row to the grid. This allows an additional worksheet to be defined and added to the
export by selecting the icon.
Moves the selected row up the grid. The worksheets in the export file will be created in the order that
they are shown in the grid.
Moves the selected row down the grid.
To export different UDETs of the same base type.
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Once the required configuration in Worksheet and Element Type Configuration has been completed,
click on the Next button to continue. The Column and Element Configuration wizard form is then
displayed.
Users may choose to add an additional attribute to the displayed Element Type by clicking Add a new row
Icon in Column and Element Configuration toolbar to add the required number of rows.
If the column and Attribute fields (rows) are not completed for any of the displayed element types, a
warning message will be displayed if the Next button is selected.
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In this case add attribute : WIDTH-DIA and Ref to the attribute row. The wizard automatically defaults
the Excel Column name to the name of the selected attribute by clicking the Excel column row. This can be
changed if required.
Click the Next button in the Column and Element Configuration wizard to continue. The Configuration
Options wizard form is then displayed.
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To remove leading slash from NAME, OWNER, and Reference attributes. Click on the appropriate
checkboxes. In this example the checkbox for NAME and OWNER should be checked to remove leading
slash from exported data.
Click on the Finish button. The Select Filename for export dialogue will then be displayed. Enter Name
of the export file and click the Save button.
Enter Name of the export file and click the Save button.
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Exporting to Excel File form is then displayed, showing the progress and completion of export.
The file is then saved to the specified location. Some formatting is included and a filter is automatically
added to each column as shown:
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Exercise 3 - Excel Import / Export
Use the Excel Import tool to create the following records in the Equipment List Full List view.
Using the Excel export tool, export the data to an Excel worksheet and modify the highlighted record
listed below before re-importing the data.
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CHAPTER
CHAPTER77
7 List Records Management
AVEVA Engineering Tags provides various Manage capabilities allowing users to:
View and change the project lifecycle status of an item or element.
Highlight changes to data between AVEVA Engineering Tags sessions.
This chapter covers Status control and Change Highlights Managements worked
examples.
View and Change Status of Lists Data
AVEVA Engineering provides Status management facilities to graphically view lifecycle stages associated
with the elements in the current list as a workflow diagram.
Elements may be assigned a lifecycle consisting of defined Status, which they progress through. The status
levels are defined in the Lexicon module by the system administrator.
Add and Change Status of Items in a Lifecycle A Worked Example
This capability allows users to add Elements that are not on the lifecycle and to change the status of
elements to any status in the lifecycle. This is actioned by commands to promote or demote on the status
actions part of the Manage tab.
This example describes how to add status to item(s) e.g. Equipment items and change existing status of
item(s) in the lifecycle.
In a separate session enter AVEVA Engineering as JNR-MECH-A user with the following details:
Username: JNR-MECH-A; Password: ENG; MDB: ACE-MECH-WORK
If the JNR.MECH-A.AVEVA Engineering-Tags session is previously opened, do not re-enter the

session, simply proceed with the following steps.
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Open Equipment List-Full List list view. Use the filter on C- in the TagNo column to restrict the number
in the list. Click on the Manage tab as shown.
Select the appropriate lifecycle for the displayed list (e.g. Equipment List-Full List) from the Status
Definition drop-down list (in this case Equipment Status Definition for Engineering items) and select
Status Graphical Viewer icon button to open and review the graphical representation of the selected
lifecycle. The Graphical View form is opened displaying the graphical representation of the selected
lifecycle.
Select the desired elements in this case C-9001, C-9002 and C-72404. Click the Edit icon in the
Status Action group of the Manage tab as highlighted:
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The Status Definition for Engineering Items form is then displayed. The current status of the element
will be listed as Not Controlled, meaning they are not on the current lifecycle.
Elements with uncontrolled status values cannot be

promoted or demoted; the options on the tab are disabled.
Select the required status in this case Identified [0] to apply to the element, enter a comment if required,
and click OK button or Apply button.
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The elements (item) are set to the selected status in the list as shown:
Use the Multi-select filter in the TagNo column to restrict the number of items in the displayed list.
Promote the status of the item C9001 to the next stage in the lifecycle, select it in the list and click
Promote in the Status Actions group of the Manage tab or select Edit option to promote the element to the
next status.
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The Status Definition for Engineering Items form is displayed as shown. Enter comment if desired and
click on OK button to apply the status change:
The Status Definition for Engineering Items form lists

the names of the selected elements, the time and date of the
last status modification and identifies the user who made that
change.
The Multiple elements in the same status can also be selected and promoted or demoted.
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Search for elements in a list that share the same status in a lifecycle, click on the drop-down list next to
Status Values list field as shown below:
From the Status Values list pull-down list select the desired status from the available list in this case
Working [0].
Click the search icon next to the pull-down list. All objects in the list at the selected status are then
highlighted.
The selected Status value is displayed both in the grid and highlighted in Graphical view form as shown.
The selected Status value is displayed both in the grid and highlighted in Graphical view form.
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Right clicking on a status definition (e.g. identified) from Graphical View form highlight items in the list
that shares the same status.
Remove an element or elements from a status lifecycle by selecting the desired item (C-9001) in the list.
Click on the Remove button in the Status Actions group of the Manage tab.
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The Remove Status form is then displayed. Select the Yes button to remove the selected element(s)
from the status lifecycle. In this example select the No button.
Status Statistical Report for List Records
This functionality allows the user(s) to generate and view a graphical breakdown of the proportion of
selected elements in a list at each status. This is described in the work example.
Status Statistical Report for List Records A Worked Example
View graphical or statistical breakdown of elements by selecting the desired elements e.g. C-9002 in the
list and promote to the next status (Working).
Then select the tagged items (C-9001, C-9002 and C-72404) in the list and Click the Statistics button in the
Status Actions group of the Manage tab. The Statistical Report form is then displayed.
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Each coloured segment of the chart represents a status in the lifecycle currently selected for the list, as
explained in the legend. Hover the mouse cursor over a segment to view the percentage of selected
elements that the segment represents.
Display a different chart type, by right clicking on the report background to display a menu and select
Chart type from the sub-menu click on required chart type in this case Pie Chart (3D) as shown.
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Display the list of selected elements that a segment represents, by right-clicking on it and select the List
Elements option from the menu.
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Edit the status of the elements that a segment represents, by

right-clicking on it, select the Edit Status option from the menu
that is displayed. This facility is also available in the Status
Actions group of the Manage tab. The selected segment is
highlighted in yellow.
View a log of the status changes that have been applied to the
elements that a segment represents,by right clicking on it and
select the Status History option from the menu that is then
displayed.
View History of Status Changes for Elements
This facility allows the users to view the details of the status transitions for the selected elements, along with
other session histories. This is described in the example below:
View History of Status Changes for List Records Worked Example
View a history of status changes for elements, by selecting the desired item (C-72404) in the list as shown:
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Click the History button in the Status Actions group of the Manage tab. The Status History form is then
displayed.
The log can be printed or exported to an Excel spread sheet by right-clicking and selecting the required
option from the menu that is then displayed. If Export to Excel is selected, the Save as dialog is displayed.
If Print Preview is selected, the Print Preview window is displayed. A Refresh option is available to update
the log with any changes made since it was opened.
Highlight Changes between Sessions in a List View
This tool provides users with the capability to view database changes related to objects between two
database sessions or stamps and highlight the changes using different colours.
A new Session is created on the database when a savework is made. Details such as date, user and
Session descriptions are stored as part of the Session data. Stamps are usually setup by system
administrators to mark the relevant session of databases either by specifying a time and date or a
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The Highlight Changes option contains current session and Choose Sessions sub-options. The Latest
option will automatically compare two most recent database sessions Choose Sessions option will
display dialogs for selecting database sessions and/or database stamps. The use of this tool is described in
the example below:
Highlight Changes between Last and Current Session A Worked Example
Highlight changes between the last session and the current session . First change the C-9001 attribute value
for Area to 104.
Click on the arrow button underneath the Highlight option in the Changes group of the Manage tab. From
the menu that is then displayed, click the Current Session option.
The differences between the last and current sessions are then highlighted in the list view on a new list tab.
The new list tab only displays the changes. The data in this list view cannot be modified.
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The list view also display the type of change against each record in the list view as highlighted below.
Previous values of element(s) in previous sessions can also be viewed by hovering the mouse cursor
over the desired item to display the previous value.
Finally close the Changes in:( Equipment List-Full) (s (0)-s(Latest)) List. This is a read only List view,
no modification of data is allowed via this view.
Changes and History between Selected Sessions A Worked Example
Highlight changes between selected sessions by clicking on the Highlight icon in the Changes group of
the Manage tab. The Choose Historical Database Session form is then displayed as shown below:
The Choose Historical Database

Session form is used to select a target
session and a base session. Stamps
may also be selected. The target
session defaults to the current session.
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Select a Base Session, click the appropriate browse ... button. The Select Session dialog is then
displayed.
Select the Sessions tab to display available sessions. The Stamps tab typically displays the list of available
stamps. Select the desired Session and click OK button.
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The selected session is then saved to the Choose Historical Database Session form as shown:
From the Choose Historical Database Session form, click OK button. The differences between the
selected sessions is then highlighted in the Changes in Highlighted List as shown:
Remove the applied filter on TagNo column to display the full records.
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Different types of changes are indicated with different colours. Modifications are highlighted in yellow.
New records are highlighted in green. Deleted records are highlighted in orange.
The history of record data in a row or column in the displayed list can be viewed by selecting the desired row
(in this case P1502A) and click on the History icon. Then select History option from the pulldown list in
the Manage tab.
Apply appropriate filter to the TagNo column for quick access to the desired tagged item.
The Row History list is then displayed in a separate List tab. The new list tab (Row History tab) for
P1502A displayed the changed columns and values between selected sessions.
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The Column History for the selected sessions can also be display. This can be achieve by selecting the
desired single cell in that column (in this case Area column) and click on the Column History to view the
data history.
The Column History list for the selected sessions (Target and Base sessions) is then displayed in a
separate List tab as shown:
Users with the appropriate access rights can modify the row history identification column heading using
the List Manager form. This is usually the first column by default in the Row History List, in this case
TagNo column to display the desired column using the List Manager form as shown
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View Engineering Items on Schematic Diagrams and 3D Model in List View
In a List view, items (elements) that are associated (linked) with a schematic diagram and 3D model can be
displayed and viewed in Diagram Viewer and 3D Viewer.
This user (s) can also highlight changes made to schematic diagram objects between selected sessions on
which an item is located. This is described in the worked example below:
View Engineering Items on Schematic Diagrams and 3D Model in List View - A

Worked Example
Open Equipment List-Full List list view from the Mechanical category.
Select the desired item (P1501A) in a list, and click Diagram in the View group of the View tab and from the
pull-down list select View Selected Item on Diagram. Or right-click on the list and select View Diagram
option from the sub-menu.
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The View Selected Item on Diagram option is available only when the element is linked with its
equivalent in Schematic database using Compare Update tool.
Alternatively, right-click on the list and select View Diagram option from the sub-menu.
The View Diagram option from the list

right-click menu is available only when the
element is linked with its equivalent in
Schematic database using Compare/ Update
tool.
Schematic Diagram can also be opened, when items are not linked with its equivalent in schematic
database by clicking on the arrow under the Diagram in the View group of the View tab as shown.
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The Diagram Viewer form is then displayed with the selected element, in this case P1501A highlighted in
the diagram.
When the Diagram Viewer is open, an extra tab, Diagram Viewer-Actions, is displayed with options
to navigate the displayed diagram.
To display associated or linked 3D item, click 3D in the View group of the View tab. Alternatively right-click
on the list and select 3D option from the sub-menu.
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The associated or linked 3D item is then displayed.
Select the 3D Viewer Action tab to display the 3D Viewer contextual menu. Select the Equipment &
Piping checkboxes to display the 3D model of the selected element, in this case P1501A.
By using the clipbox slider, it is possible to see more or less of the surrounding items.
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Transparency of surrounding items can be adjusted using the Transparency Slide to make the selected
item stand out, and to become clearly visible even if it is obscured by other items.
Options are available in the 3D Viewer contextual menu for what kind of items to include in the 3D View
(Equipment, Piping, Structure, Cabling, and Hangers & Others).
Generate Schematic Models of Equipment Items in a List View
The Schematic Model Viewer allows users to view the contents of the schematic model database
independently of diagram layouts.
It provides a continuous navigable view of equipment items and the interconnecting networks, independently
of which system they belong to or which P&ID they have been drafted on. The section below described how
this tool is used.
Generate Schematic Model in a List View Worked Example
To generate a schematic model from list view data, select the desired item e.g. P1501A in Equipment
list-Full List view. Click on Model View in the View tab and from the pull-down list select View Selected
Item in Schematic Model Viewer from the sub-menu as shown:
The View Selected Item in Schematic Model Viewer option is available only when the element is
linked with its equivalent in Schematic database. A Schematic Model can also be generated if required,
when items are not linked with its equivalent in schematic via the View Schematic Model Viewer
option.
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The Schematic Model Viewer form is then displayed. The selected element in this case P1502A is
placed at the centre of the generated view and the system automatically finds all connections in the
database and displays each connection as a graphical sub tree.
To display inline items such as valves, reducers, instruments etc., select the Inline Items icon from the
Schematic Model Viewer-Actions toolbar.
The inline items of Model are then display as shown.
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Display Document Links in Lists View Worked Example
The example below describes how to view, documents and other resources linked to an element. Select the
element in a list or in the database explorer and click Linked Documents in the View group of the View tab.
The Linked Documents window is then displayed.
To open a linked file or URL, right-click on the link

and selects Open from the menu.
Linked documents are organised in the link classes which are in turn collected into link worlds. For
more details on this and how to create Worlds and Classes. Please refer to AVEVA Engineering Tags
User Guides.
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Exercise 4 List Manage
1. Add a Status value to the following existing records as shown.
Existing Status Value

Record
101-P-2603 Working
101-P-2604 Working
101-P-2605 Working
101-P-2606 Working
2. Modify the status of the records in the lifecycle as shown:
Existing Current Status Demote Value

Record Value
101-P-2605 Working Identified
101-P-2605 Working Identified
3. Display the Statistical/graphical report in bar chart. Use the Highlight changes capability to view the
changes between the last and current session.
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CHAPTER 8
8 Categories and List Management
AVEVA Engineering Tags provides users the capability to group and manage project
data into different user-defined categories which are normally discipline specific and
under each of these categories specific Lists (e.g. Equipment list) are created.
Categories Creations and List Management
A list is created initially from a project database view and then grouped into user-defined Categories and this
will usually be created by the advanced users or system administrator with administrative access rights to
create or modify list layout.
The following worked examples describe how to create and manage a user-defined Category and Lists
within that Category.
Creating List Categories A Worked Example
In this example only user (s) with administrative access rights in this case SYSTEM user can create or
modify existing categories.
Close all previous AVEVA Engineering-Tags sessions
Enter AVEVA Engineering as user SYSTEM password XXXXXX MDB: ACE-PROC-WORK
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Click on the Manage icon in the List and Schedules group, the Manage Lists form is then displayed.
Click on the Add Category button on the Manage Lists form and the Manage Lists Category form is then
Displayed.
In the Category field text box enter the preferred Category name, in this case PLANT
Select the Category type from the available pull-down list, User. In this example select Project
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The choice of the Category type from the pull-down list determines where the list is stored. A User, may
not have write access to the Project or Company, depending on Windows access rights.
Option Default folder location

User C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\USERDATA\<project>\Data\Lists
Project C:\Users\Public\Documents\AVEVA\Projects<project>dflts\Data\Lists
Company C:\Users\Public\Documents\AVEVA\Engineering\Data14.1.1\DFLTS\data\Lists
Click on the OK button. The Manage Lists Category form is then closed and the new category is listed in
the Categories group of the Manage Lists form.
Edit the Category Name and Type by selecting the preferred Category name from the categories list
and click on the properties button to modify the name.
Delete Category from the categories list by selecting the category name and click the Remove
Category button. When a category is deleted all the lists in that category are also deleted.
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Adding List to Categories A Worked Example
This worked example describes how to create and add Lists (e.g. Equipment list) to preferred Category.
Select the preferred Category and add List by clicking on the Add List button on the Manage Lists form.
The List Manager Form is then displayed.
In the Name field enter preferred

name e.g. Plant Line List
The Name field is a mandatory

field.
In Description field enter a preferred

description name e.g. Plant Process
Line List
If the data from the list is to be

exportable to AVEVA NET, check the
Can be published to AVEVA NET
checkbox.
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To make the list visible in the list dropdown, check the Visible in list dropdown checkbox. Unchecking
this option hides a list to user. It is not displayed in dropdown list control and cannot be opened. It can
still be used as a sub-list.
In the View Definition Set section of the form, by default Project Views is selected in the list, this
allowing users to select views from Element, User or Project view - In this example this field should
remain as Project View.
The next step is to select the desired project database view (datasource) to base the list on, which will form
the basis of the list view. In this case select LINE-BASIC
If required, filter the list of

views by selecting a filter from
the Database Types Filter list.
Click on the OK button to close the form. The newly created list Plant Line List is then added to the
PLANT category and is displayed on the Manage Lists form within the Lists in Category list form.
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To edit or modify newly created

List, select the required List from the
Lists in the User Index Category list of
the Manage Lists and click on the
Properties button from the Manager
Lists.
To delete a list, select the desired

list from the List in Category list and
click Remove List button. The selected
list is then deleted.
To Copy a list, select the required list from the Lists in Category list, and click Copy List button. The
List Manager form is then displayed with the properties of the copied list and a default name of copy
of <name of copied list>, is given to the new list.
Finally, click on the OK button from the Manager Lists form to save the newly created list and close the
Manage Lists form.
Setting Lists View Properties
The user can specifies which fields are to be included in the list view, define the layout of the fields, the
sorting order of the fields, and they can also apply filtering.
This is described in the following worked examples.
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Editing Lists Fields A Worked Example
The List Fields allows user(s) to specify the columns to be displayed in the grid view and also give the
user(s) the capability to modify the columns caption (display name).
In this example the Plant Line List fields are modify to only display the following column in the grid view.
Name
Process Phase
Fluid
TO
FROM
Size
Service Code
Line Sequence
Fluid Code
Area
Select the Manage icon, to display the Manage Lists form. Click on the PLANT category to display
available list (e.g. Plant Line List).
Only user (s) with administrative access

rights can modify existing lists fields.
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Select the preferred list e.g. Plant Line List and click on the Lists Properties button to display the List
Manager form.
The List Manager form, by default will select the View tab, where the lists, Name and Description can
be modified if required.
Select the Fields tab from the

List Manager form to display
the Field tab content as shown.
Check the appropriate
checkboxes in the Select
column as highlighted.
All checkboxes are

checked by default. To check or
uncheck all checkboxes,
select/unselect the checkbox in
the Select column header.
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Then click on the OK button from the List Manager form to Save the Fields settings and close the List
Manager form. The Manage List form is then displayed as shown:
Lists form. The displayed list in the grid, in this case Plant Line List will automatically be updated with
the field settings as shown:
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Modifying List Layout
The List Layout allows user (s) to specify the order in which the lists columns are to be displayed in grid
view. The List Layout also gives the user(s) the capability to add multi-level column headings and control the
appearance of colours for headers and rows in a List, on a per-column, together with control of the cell Font
colour.
This is described in the following worked examples.
Adding Multi-Level Column to List Field - A Worked Example
Multi-level column headings may be created by user(s) if required. Multi-level column is used to group
columns together under User-defined column headings.
This is achieved by selecting the Layout tab from the List Manager form to display the Layout tab
content. Then right-click on the column displayed name or the Root node, in the left-hand section of the tab
and click on Add Group.
A new column group heading is then added with the default name Group 1 (assuming it is the first group to
be created). Rename the default column group heading Name Group 1 if required. In this case enter
General Data.
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Multi-select the desired columns and drag them onto the newly created group as shown:
To rename or delete a group, right click on it and select the

Rename Group or Delete Group option from the submenu.
The user could also add a column pin if required, by clicking on the Multi-Level Headings column
displayed pin icon.
When a column is pinned, it automatically becomes

the first (left-hand most) column of the list, and
remains displayed at the left-hand side of the list even
when the list is scrolled to the right.
Alternatively right-clicking on the Multi-Level Headings column name in the list of columns and select
Pin Column / Unpin Column from the context menu.
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Adding Colour to List Columns and Rows - A Worked Example
The options to add colour to list columns are available on the Layout tab of the List Manager, via the
context menus for the Headers and the cells.
The seven options available on these two context menus have the following effect:
Header Colour: Changes the background colour of the currently selected column header(s).
Header Font Colour: Changes the font colour of the currently selected column header(s).
Reset Header Colours: Resets the background and font colours of the selected column header(s)
to their default values.
Cell Colour: Changes the background colour of the cells in the first row for the selected column(s),
and then every other data row in the column(s).
Alternate Row Cell Colour: Changes the background colour of the cells in the second row for the
selected column(s), and then every other data row in the column(s).
Cell Font Colour: Changes the font colour for all data rows in the selected column(s).
Reset Cell Colours: Resets the background and font colours of the data cells in the selected
column(s) to their default values.
Add Header Colour:
Select the preferred Header in this case General Data group Header and then click on the Header Colour
option from the context menu.
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The Colour Picker control, which allows the choice of standard or custom colours is then displayed. Select
the desired colour e.g. yellow and click on the OK button to confirm the settings and close the Colour
Picker control form.
Multi-column selection is available in this dialog to speed up the application of column colours, where
the same colours are desired on multiple columns.
Add Cell Colour:
Select the preferred cell (s) in this case General Data group Header and then click on the Header Colour
option from the context menu.
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From the Colour Picker control, select the desired colour e.g. yellow and click on the OK button to confirm
the settings and close the Colour Picker control form.
Lists form. The displayed list in the grid, in this case Plant Line List will automatically be updated with
the Layout settings as shown:
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Modifying List Sorting Settings - A Worked Example
By default, records in a list are displayed in rows based on order of creation, with the newest listed first. This
default sort order can be changed using the List Manager on the Sorting tab.
This is achieved by selecting the Sorting tab from the List Manager form to display the Sorting tab
content
Checking the Show used only

checkbox restricts the View
Fields list to display only the
fields that will appear in a list.
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Double-click on the preferred View fields e.g. Line Sequence Number. The Sort by row is then populated
with selected View Fields (Line Sequence Number).
Select the desired Sort order from the available pulldown list.
The Numerical Sorting can also be enabled if required. By default, in AVEVA Engineering Tags grid,
text attributes are sorted by alphabetically, even if the value contains both numerical and alphabetical.
Enabling the Numerical Sort allows numerical sorting for particular columns.
Finally click on the OK button from the List Manager form to save the sorting settings and close the List
Manager form.
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The Manage List form is then displayed. Click on the OK button from the Manager Lists form to
confirm the settings and close the Manage Lists form.
The modified list in this case Plant Line List will automatically update the affected view Columns in
accordance with the Sorting Order settings.
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Adding Sub-List Display to List - A Worked Example
The Sub-Lists tab lists the allowable sub-lists for the current list. If a sub-list is set up for a list, when an item
is selected in the list, the sub-list will display the details of items associated with the selected item. The Sub-
Lists tab also provides the capability to control the layout of Sub-lists.
Enabling Sub-List display can be achieved by selecting the Sub-List tab from the List Manager form.
The Sub-List setup can be

based on Owner-Member
relationship or Reference
Attributes.
The Sub-list must be set

up first in the Lexicon Module
before Sub List tab in List
Manager can be used.
For further details, on how

to set up a sublist based on
Owner-Member relationship or
Reference Attributes; please
refer to TM-3552 AVEVA
Engineering (12.1) Tags
(Admin) Training Guide.
Select the appropriate sub-list item checkbox to enable the Sublist display for the selected List.
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The Sublist Layout can modified if required, by selecting a sub-list in the tree explorer, its layout options on
Layout property grid is shown on the right-hand side of this dialog. Multiple sub-lists can be change by selecting
multiple sub-lists using Ctrl+left mouse button click.
Multiple sub-lists can be change by selecting multiple sub-lists using Ctrl+left mouse button click.
Below are the available options in the Layout property grid:
Docked: The docking location of the sub-list window.

Grouped: Whether the sub-list should be grouped at its level
Group style: Use group style on sub-list window. This has the following options:
- HorizontalSplit: Splits all grouped sub-lists at this level by tiling them horizontally.
- SlidingGroup: Splits all grouped sub-lists by making them a sliding group, so only one sub-list can
have primary focus at any one time.
- TabGroup: Groups all of the sub-lists at this level on a Tab Control.
- VerticalSplit: Splits all grouped sub-lists at this level by tiling them vertically.
Vertical: Whether the sub-list should be shown in Vertical View mode.
All of the layout options will affect the Sub-list window layout after opening the main list with which they
are defined.
Finally to save the Sub-lists settings; click on the OK button on the List Manager and Manage Lists
forms to confirm the settings and close both forms respectively.
The modified list in this case Plant Line List is updated automatically displaying the enabled sub-list as
shown below:
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When an item is selected in the list, the sub-list will display the details of items associated with the
selected item in a sublist. In this example the selected item (90-CO-99-9) does not have any associated
item.
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Exercise 5 Category and List Management
1. Create a Category for Electrical Engineers and complete the displayed fields as shown:
Category Field Electrical Group

Category Type - Project
2. Create a List based on project database view ELEC-EQUIPMENT-BASIC for the newly category
(Electrical Group) and complete the displayed fields as shown:
Name Electrical List
Description Electrical List
3. Open the newly created List Electrical List and modify the List View using the List Manager form to
display only the following columns in the List grid view:
- Tag Number
- Prefix
- Tag Letter
- Suffix
- Description
- Location
- Service
- Area
- Name
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4. Using the Layout tab in List Manager, create a Multi-level column heading to group the following field
columns Name, Tag number, Tag Letter, Prefix and Suffix listed in Electrical List view .
5. Using the available Headers and cells Colour options on the Layout tab of the List Manager, add the
following to the Electrical List columns and rows as shown:
Header Colour
Cell Colour
Alternate Row Cell
Colour
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CHAPTER 9
CHAPTER 9
9 Interdisciplinary Project Data Management
AVEVA Engineering provides Interdisciplinary Workflow functionality also known as Controlled Object
Revisioning. The Controlled Object Revisioning enables independent and concurrent working between
disciplines and allows Engineers to be in control of the data they are consuming from other disciplines.
When a discipline issues/release data via the status control mechanism a notification is sent to any users
who subscribe to attributes defined a particular Database Views (List View) of interest. The user, once
notified, can choose if and when to adopt that change
This process is implemented using AVEVAs Database Extract functionality that allows Users to change data
belonging to their own discipline, and to choose when to accept status changes from other disciplines. An
extract hierarchy is used to support the general Issued -> Approved -> Working mechanism for the data
being modified. Extract databases called consumer extracts allows users to pull changes from other
disciplines into their view. This is illustrated in the user journey worked example below.
Interdisciplinary Project Data Worked Example
In this example the Interdisciplinary Project data User journey is illustrated using three different user journey
scenarios:
Working User Journey

Approve User Journey
Accept User Journey
Working User Journey- Worked Example
This example deals with a user journey for Junior Mechanical Engineer working on Working Data.
Working
Mech Data
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Junior Mechanical Engineer enter AVEVA Engineering-Tags module as JNR.MECH-A user with the
following details: Username: JNR.MECH-A; Password: ENG; MDB: ACE_MECH_WORK
Open Equipment List-Full List view from the Mechanical category.
The Junior Mechanical Engineer working in the Mechanical Discipline has an Equipment list with
mechanical attributes which they can change and attributes from Electrical and Process disciplines,
which are read only.
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The Junior Mechanical Engineer with the appropriate access rights modifies some of the Mechanical
discipline attributes.
Enter the attribute (Model Number) value 2566 for P-72310:
The Junior Mechanical Engineer then submits the modified data for approval using the Status Management
functions to promoting the item from Identified >Working>Pending Approval as shown:
Select the desired item row in this case P-72310.
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Select the appropriate Status definition (e.g. Equipment Status Definition for Engineering items) from the
available pull-down list. Click on the Edit icon in the Status Action group of the Manage tab:
The Status Status Definition for Engineering Items is then displayed. The current status of the
element will be listed as Not Controlled, meaning they are not on the current lifecycle.
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Select the required status value in this case Identified to apply to the item, enter a comment if required,
and click on the Apply button to apply the settings.
Click the OK button to close the form if required.
To promote the status of the item P-72310 to the next stage in the lifecycle (Working), select it in the list
and click Promote in the Status Actions group on the Manage tab, to display the next status transition.
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Enter a comment if desired and click on the OK button to apply the status change.
Promote the item to the next stage in the lifecycle (i.e. from Working to Pending Approval) by selecting the
item in the list and on the Manage tab, click Promote in the Status Actions group.
Select the appropriate Reason from the pull-down window to

enable the OK button. In this case select For general check
Enter a comment if desired and click on the OK button to apply the

status change.
Click the Save Work button to save the changes to the

Mechanical Working extract database.
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Promoting the selected item P-72310 to the Pending Approval transition state automatically issues the
data up to the next level of the Mechanical extract hierarchy for approval by a Senior Mechanical Engineer.
Approve User Journey- Worked Example
The example will now deal with the Senior Engineers approval process user journey.
Mech Data
Reviewed and Approved.
In a separate session enter the AVEVA Engineering-Tags module as a SNR.MECH user with the following
details: Username: SNR.MECH-A; Password: ENG; MDB: ACE_MECH_APRV
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The Senior Mechanical Engineer reviews and approves changes made by the Junior Mechanical Engineer
using the Status Management functions to promote the item from Pending Approval to Approved as
shown:
Select the desired item in this case P-72310.
On the Manage tab, click Promote icon in the Status Actions group. The Status Status Definition for
Engineering Items form is then displayed and the next status transition of the item will be listed as
Approved.
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Select the appropriate Reason from the pull-down menu to enable the OK button. In this case select For
Review.
Click on the appropriate Revision radio button e.g. Major to

display the corresponding Revision Number. (A1)

New Status, Reason and Revision Number.
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When the Senior Mechanical Engineer promotes items from Pending Approval to Approved, the Status
Control mechanism automatically Issues the data up to highest level extract ( Master database), where it
becomes available for other disciplines to consume.
Once the data reaches the Released level (i.e. Master database), the system sends a notification to Users in
other disciplines who subscribe to attributes defined in the Database Views (List View) of interest .
Accept User Journey- Worked Example
The disciplines (e.g. Electrical Engineers discipline) who subscribed to attributes defined in the Database
Views of interest, automatically received a notification ( ) to indicate that changes are available.
Engineering users are notified when a different disciplines team issues a new revision of data for which
their teams has a subscription. Users can only accept new revisions of data from different team; it is not
possible to return older revisions.
The example will now show how an electrical engineer can accept the approved mechanical changes.
In a separate session enter the AVEVA Engineering-Tags module as JNR.ELEC user with the following
details:
Username: JNR.ELEC-A;
Password: ENG;
MDB: ACE_ELEC_WORK
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The flag ( ) displayed in the status bar is known as the notification flag, it indicates the number of tagged
items that have any unaccepted revisions outstanding on them.
The Lists can also be configured via the List Manager form to optionally add a column to indicate if there
are any outstanding notifications on the tagged item in each row of the grid.
In this example the number following the flag indicates one (1) item with an unaccepted revision outstanding.
A single-click on the notification flag in the status bar will bring up the Revision Centre as shown.
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The Revision Centre form allows user to view all available revisions of tagged items released by other
disciplines to which the user has a subscription. The Revision Centre has two tabs; Select and
Compare/Update.
The tab (Select) lists out all of the revisions of tagged items that are outstanding and waiting to be accepted
by the current team. To accept the revision(s), click to select the check box adjacent to the revision(s).
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The records in the Select grid can be filtered and sorted to narrow down the tagged items to be focused
on and multiple records can be selected for compare.
To compare and update the revision, select the Compare/Update tab.
Then click the plus icon to display the available revision(s) for the tagged items (e.g. P-72310).
The
feedback
colour
indicates new
records.
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To accept a revision, click to select the check box adjacent to the revision.
Selecting the revision checkbox changes the feedback colour of the cells that will be affected by the
update.
Only one revision per tagged item can be selected, but new revisions of more than one tagged item can
be selected in this dialog.
Select the Update button to commit the change and close the Revision Centre dialog.
The number associated with the red flag icon in the status bar will also be updated to reflect the change, but
it will only go down if all pending changes for a tagged item are selected (i.e., the latest revision).
Clicking the Apply Button to accept the new information refreshes the Revision Centre dialog without
closing it.
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Once the Junior Electrical Engineer pulls the changes into the appropriate List View (e.g. Equipment List
Full List), the User (JNR.ELEC) can then add or modify the Electrical disciplines attribute data.
Enter the following attribute values for . P-72310.
Efficiency: 0.88
Phase: 3
Click the Save Work button to save the changes to the Electrical Working extract database.
The Junior Electrical Engineer then promotes the tagged item from Identified >Working>Pending Approval
as shown:
Select the row of the tagged item P-72310.
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Click to select the appropriate Status definition (e.g. Electrical Attribute: Status Definition for Engineering
item) in the Status Action group of the Manage tab.
Click the Edit icon in the Status Action group of the Manage tab to display the current status for
Electrical Attribute: Status Definition for Engineering item.
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Select the required status in this case Identified to apply to the item, enter a comment if required, and click
the OK button to close the form.
Promote the tagged item P-72310 to the next stage in the status lifecycle i.e. from Identified>Working
using the Status mechanism as previously described.
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Promoting the selected item P-72310 to the Pending Approval transition state automatically issues the
data up to the next level of the Electrical extract hierarchy for approval by a Senior Electrical Engineer.
The Senior Engineer now needs to promote these changes.
In a separate session enter AVEVA Engineering-Tags module as SNR.ELEC user with the following details:
Username: SNR.ELEC-A; Password: ENG; MDB: ACE_ELEC_APRV
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The Senior Electrical Engineer reviews and approves changes made by the Junior Electrical Engineer
.Promote the tagged item P-72310 from Pending Approval to Approved by selecting the appropriate
Status definition (e.g. Electrical Attribute: Status Definition for Engineering item) in the Status Action group of
the Manage tab.
Click Promote icon in the Status Actions group of the Manage

tab. The Status Status Definition for Engineering Items form
is then displayed and the next status transition of the item will be
listed as Approved.
Select the appropriate Reason (For Review).

from the pull-down window to enable the OK button.

New Status, Reason and Revision Number.
When the Senior Electrical Engineer promotes the tagged items from Pending Approval to Approved, the
Status Control mechanism automatically issues the data up to highest level ( Master database), where it
becomes available for other disciplines to consume.
The system sends a notification to users in other disciplines who subscribe to attributes defined in the
Database Views (List View) of interest.
In this example the Mechanical Engineers discipline has a subscription on Electrical data, as result the
Mechanical Engineer (User) will automatically receive notification from the Electrical discipline.
The next step is for the Mechanical discipline to accept the approved changes from Electrical discipline.
In a separate session enter AVEVA Engineering-Tags module as JNR.MECH user with the following details:
Username: JNR.MECH-A;
Password: ENG;
MDB: ACE_MECH_WORK
If the JNR.MECH-A.AVEVA Engineering-Tags session is previously opened, do not re-enter the

session, simply proceed with the following steps.
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Click the Get Work icon to display the notification received from the Electrical discipline.
To accept the notification, double-clicking on the red flag in the row adjacent to the tagged item to display
the Revision Update form, shown, docked to the button of the AVEVA Engineering-Tags module window.
The notification red flag ( ) in the grid view will only appear if existing tagged items in the current grid
view have any outstanding notifications.
The Revision Update form mini-grid shows the current data and the available set of revisions. The
example above shows a new revision from the Electrical discipline. If there is more than one revision that
can be chosen, these are available for selection in the second row of the Revision column, via a drop-down.
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The Revision Update form is designed for single tagged item update. For multiple tagged item
updates the Revision Centre form is more suitable. This is explained later in this manual.
Click the Update button in the Revision Update form. Successful update will automatically close the
Revision Update form mini-grid and the notification red flag ( ) in the grid view adjacent to the tagged
item is automatically removed from the grid view.
The number associated with the red flag icon ( ) in the status bar will also be updated to reflect the
change, but it will only go down if all pending changes for a tagged item are selected (i.e. the latest revision)
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Exercise 6 - Interdisciplinary Project Data
Close all existing sessions.
Working User
1. JNR.MECH.Engineer logs into AVEVA Engineering using :Username: JNR.MECH-A;

Password: ENG; MDB: ACE_MECH_WORK.
Open Equipment List Full list.

- Create two new records (P-20014 & P-20015).
- Promote the newly created items to Pending Approval via Status Control form.
Approve User
2. As SNR. Mech Engineer enter AVEVA Engineering using SNR.MECH-A; Password: ENG; MDB:
ACE_MECH_WORK.
- Open Equipment List Full list.

- Select and approve the newly created records (P-20014 & P-20015).
- Promote the newly created items from Pending Approval to Approve via Status Control form .
Accept user (Accepting Data from other Disciplines)
3. As JNR. Process Engineer enter AVEVA Engineering using MDB (ACE_PROC_WORK) Password:
ENG.

- Update the list via Revision Centre
- Add process attribute (distributed attribute) to P-20014 & P-20015.
- Promote the items to Pending Approval via Status Control form.
SNR. Process Engineer enters AVEVA Engineering using MDB (ACE_PROC_ APRV).
- Promote the newly created items from Pending Approval to Approve via Status Control form.
4. As JNR. Elect Engineer enters AVEVA Engineering using MDB (ACE_ELEC_WORK).

- Update the list via Revision Centre
- Add Electrical attribute (distributed attribute) to P-20014 & P-20015.
- Promote the items to Pending Approval via Status Control form.
SNR. Elect Engineer logs into Engineering using MDB (TRAINING_ELEC_ APRV).
- Promote the newly created items from Pending Approval to Approve via Status Control form.
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CHAPTER 10
10 AVEVA Engineering Deliverables
AVEVA Engineering allows user(s) to generate a wide variety of fully formatted reports from the database,
including key project documents such as:
Datasheets.
List data e.g. Line Lists, Valve Lists, Equipment Lists etc.
Ad hoc or departmental report.
Engineering Tag Information can also be used in; 2D drawings (P&IDs)
and Isometrics.
Datasheets Deliverables
In AVEVA Engineering datasheets are created based on datasheets templates created in Lexicon by the
system administrator. The datasheets documents can be viewed, edited or exchanged with third parties via
Excel /Import.
The steps listed below describe a basic workflow for datasheets generation.
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Create Datasheet Instance A Worked Example
AVEVA Engineering allows new datasheets instances to be created from existing datasheets templates
created in Lexicon module by the system administrator.
To illustrate this:
Close all previous AVEVA Engineering-Tags sessions.
Login enter AVEVA Engineering-Tags module as SYSTEM user with the following details: Username:
SYSTEM; Password: XXXXXX; MDB: ACE_MECH_WORK.
The System user is a free and has a read and writes access to all discipline databases in this project.
Open a desired List view; in this example open the Equipment List-Full List from MECHANICAL
category.
From the displayed List View (Equipment List-Full List), select the desired item row (P1502A) to enable the
Datasheet Icon.
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Click New option from Datasheet Icon drop-down list.
The Datasheets form is then displayed.
For project without existing datasheet instance,

user must ensure that datasheet instance world
(DSIWLD) and group (DSIGRO) are created by the
Admin User in Engineering Explorer.
Alternatively double clicking on the Datasheet

column cell also displays the Datasheets form.
Enter the following data in the appropriate Datasheets form textboxes.
Datasheets Template: Select CENTRIFUGAL-PUMP-DATASHEET-TEMPLATE from drop-down list
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The Name and Description fields are automatically set from the datasheet Template description. Users
can modify these fields (Name & Description) manually or via autonaming rule if required.
Finally, click on the OK button to confirm the settings and open the Datasheets Instance.
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View/Edit Datasheets A Worked Example
AVEVA Engineering supports two way data modification that is users are able to view and edit datasheets
directly from the List grid View and Datasheet list.
From the List View (e.g. Equipment List-Full List), datasheet instance of tagged item can be viewed by
double clicking on the Datasheet column cell as highlighted below:
Once the datasheet instance is displayed, click on the preferred cell and type in the data. If the cell has a
picklist the user can select a value from the drop-down list.
In this example update the following fields using the data below:
Area/Unit Select 101 from the available pull-down list.

Description - Enter Centrifugal Pump
Pump Liquid - If a cell in the list view has a list values, this is often represented as radio buttons in the
datasheet list, to edit the cell, click on the preferred Radio button e.g. liquid.
The List grid View and Datasheet list are updated simultaneously. The background colours of cells indicate
if the update is successful or unsuccessful. In this example the update is successful.
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Edit Datasheets Units of Measure - A Worked Example
In Datasheet list, user can modify or convert units by clicking on any cell with mapped unit of measure and
select the appropriate unit from the pull-down list button.
Click on the Temp unit cell pull-down window and select K from the available.
The displayed values are automatically converted from degC to K as shown.
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To increase or decrease the precision of the displayed value, click on the Precision tab.
Increase the No. of Decimals to 3 and click on the OK button.
The units change is only for user presentation, it does not affect the project default units.
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Datasheets Issues and Revisions A Worked Example
Datasheets revisions works on the standard Status definitions, when a new datasheet is created it is placed
under Revision Control and a status definition is assigned to the datasheets elements.
The datasheets Status transitions are made using the Status Control form, based on the current selection in
the Datasheet Revision list based on datasheet instance elements.
Revision control is only applicable to datasheets elements (instance) not the templates.
To issue a datasheet:
Open the preferred datasheet instance (e.g. P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE) and

select the datasheet instance to make object the current element (item).
Click on the Manage tab and select the appropriate lifecycle for the displayed datasheet list (e.g. Datasheet
Revision List) from the Status Definition pull-down list in this case (DSINT:Status - Status Definition
for Engineering items (Datasheets))
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Select the Status Graphical Viewer icon button next to open and review the graphical representation of
the selected Status lifecycle.
Select the desired elements in this case P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE. Click the

Edit icon in the Status Action group of the Manage tab as highlighted.
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The DSINT:Status: Status Definition for Engineering items (Datasheets) form displays the first stage
of status transition for the displayed list which in this case Identified [0].
To promote the status of the element P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE to the next

stage in the lifecycle, select the next Status Value (Working) from the pull-down list.
Enter comment if desired and click on OK button to apply the status change.
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The Status transition to the Working state triggers creation of a new working revision of a datasheet
instance (*).
Promote the item P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE to the next stage in lifecycle (i.e.

from Working to Pending Approval), by selecting the item in the list and click Promote in the Status
Actions group of the Manage tab.

enable the OK button. In this case select For general check
Enter comment General Check and click on OK button to apply

the status change.
Click the Save Work button to save the changes to the

Mechanical Working extract database.
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The following next step illustrates how the Senior Mechanical Engineer reviews and approves changes in
the datasheet instance.
The modified attribute data for tagged item (P1502A) must also be released for review via status
transition (See Section 9 for details) simultaneously with the datasheet instance.
Close all previous AVEVA Engineering sessions. In a separate session enter AVEVA Engineering-Tags
module as SYSTEM user with the following details: Username: SYSTEM; Password: XXXXXX; MDB:
ACE_MECH_APRV
Open the Datasheet List from the DATASHEET categories.
Select the datasheet instance (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE) and click on the

Open icon from Datasheet Icon pull-down list to display the datasheet instance.
The user (Senior Mechanical

Engineer) reviews and approves
changes made by the JNR.
Mechanical Engineer using the
Datasheet Instance dialog or the list
view.
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The datasheets instance is then approved using the Status Management functions to promote the item from
Pending Approval to Approved .Select the datasheet instance (P1502A_CENTRI-PUMP-
DATASHEET-TEMPLATE).
Click Promote icon in the Status Actions group of the Manage tab. The DSINT:Status - Status
Definition for Engineering items (Datasheets) form is then displayed and the next status transition of the
item will be listed as Approved.
Select the appropriate Reason from the pull-down window to enable the OK button. In this case select For
Review.

enable the OK button. In this case select For review
Click on the appropriate Revision radio button e.g. Major to

display the corresponding Revision Number (A1).
Enter comment if desired and click on the OK button to apply the revision number and the close displayed
datasheet.
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To view the approved datasheet instance, open the Datasheet List from the DATASHEET categories.
Open the saved issued datasheet instance, by clicking on the Open Revision option from Datasheet
icon pull-down list.
From the displayed datasheet form, select the preferred revision and click on OK button to display the issue
datasheet.
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The issued datasheet instance is displayed with appropriate revision number as highlighted.
The issued datasheet instance is also displayed with the appropriate revision marks.
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Updating Process Sketches in Datasheets Instance A Worked Example
AVEVA Engineering provides the capability to add a tag specific sketch on an instance of a datasheet rather
than a generic one on the datasheet template.
To achieve this close all previous AVEVA Engineering-sessions.
In a separate session the User (e.g. SYSTEM) enters AVEVA Engineering-Tags using the following details
the following details: Username: SYSTEM; Password: XXXXXX; MDB: ACE_MECH_WORK.
If the AVEVA Engineering-Tags session is previously opened, do not re-enter the session, simply
proceed with the following steps.
Open the Datasheet List from the DATASHEET categories and select the desired element row in this case
P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE.
Approved datasheets instance are not editable. To edit a datasheet instance that has been issued, it must
be demoted to a Working status value.
Click on the Promote icon in the Status Actions group of the Manage tab to promote the datasheets
instance to Revised status.
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Click the Demote icon in the Status Actions group of the Manage tab to move the datasheet Instance from
Revised to Working status. Remove the Comment General Check and click on the OK button
The Revision column of the Datasheets List view is automatically updates from A1 to A1* which indicate a
working revision.
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Open the datasheet instance and navigate to the Sketch page. Then right click on the image, to display the
context menu.
To insert a new image, right click on the Insert Picture option.
A datasheet template must have been configured with editable Sketch control settings in order to
modify the process sketch page on an instance of datasheet.
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Click the on Insert Picture option and select the preferred picture file e.g. Pump Sketch_1
The sketch page is then updated with the chosen sketch /picture as shown:
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Additional Sketch page can be added to the datasheet instance if required by clicking on the New sheet
and select Add Sketch page from the context menu.
The Additional Page Selection Form is then displayed showing available Additional Page definitions.
Select the desired Additional Page definition, in this case CENTRI-PUMP-DATASHEET_Sketch Page and
click on the OK button.
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Clicking the OK button automatically adds additional Page to the displayed datasheet instance.
Updating NotePage (Free Cells) in Datasheet Instance A Worked Example
AVEVA Engineering provides the capability to load external RTF file to update the datasheet instance free
cells as well as direct modification of the free cells values.
This can be achieved by opening the datasheet instance and navigate to the Note page/Free cell section of
the datasheet instance. Right-click in the free text cell and select Load RTF file to update the datasheet
instance free text cells.
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Select the preferred the RFT file, in this case Demo_test from the desired directory and click the Open
button.
The datasheet instance free text cell is then updated accordingly. Users can edit the RFT files via the
datasheet instance if required.
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Additional Note page can be added to the datasheet instance if required by clicking on the New sheet and
select Add Note page from the context menu.
The Additional Page Selection Form is then displayed showing available Additional Page definitions.
Select the desired Additional Page definition, in this case CENTRI-PUMP-DATASHEET_Note Page and
click on the OK button.
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Clicking the OK button automatically adds additional Page to the displayed datasheet instance.
A datasheet template must have Notes Pages configuration to allow user (s) creates additional Notes
pages in datasheet instance.
Comparing Datasheet Revisions A Worked Example
Revisions of the selected datasheet instance can be compared and the changes highlighted using revision
markers.
To compare a working revision of (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE (A1*) against

approved copy P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE (A1)
Selected the preferred Datasheet Instance (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE (A1*) and

click on the Compare Revisions from Datasheet Icon pull-down list.
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Select the preferred Revision numbers from the Compare Revision pull-down list as shown:
Click on the OK button to display the results. The changes made since the last revision (A1), which Note
page updates are highlighted in default colour feedback as shown:
To enable the datasheet instance Change Highlighting capability, the system administrator or user(s)
with administrative access rights must configure this option via the Configuration option in the
Datasheet group of the Admin tab.
User(s) can change the default colour to preferred colour feedback if

required using the Edit Highlights Colour accessible from the View
tab.
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Datasheets Export/Import
Users (Engineers) can Export /import datasheet as Excel spread sheets, to or from vendors or from other
departments using the AVEVA Engineering Excel Import capability.
Data imported from spread sheets compared against existing records in the database and all differences
between current and data to be imported is highlighted to users enabling acceptance or rejection of the data.
Datasheets Export and Import A Worked Example
To export a datasheet to vendors, select the displayed Datasheet list. Click the pull-down arrow button next
to the Excel Export in the Import / Export group of the Manage tab. Select the Current Datasheet to
Provider option.
Exporting datasheet instance with Current Datasheet to Provider option. Enables the cells that have
been set with the Provided by Supplier settings in the datasheet template, to remain unlocked by
default, with the rest of the cells in the datasheet instance being locked by default, when exported as an
Excel spreadsheet.
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The exported Excel file is saved to a predefined location. Double click on the Excel to open.
Open the exported Excel file and update the following fields:
Model Number: Enter AV-090-2223

Manufacturer: Enter AVEVA
Save the update and close the Excel file.
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A warning message is displayed by default if the vendor attends to modify unauthorised fields as shown
below:
To Import the same Excel file into AVEVA Engineering, select the displayed Datasheet list. Click the pull-
down arrow button next to the Excel Import in the Import / Export group of the Manage tab.
Select the Current Datasheet from the submenu and click on the Import option.
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Select the Excel file (P1502A_CENTRI-PUMP-DATASHEET-TEMPLATE.xlsx) and click the Open button to
display the Datasheet Excel Import wizard dialog.
From the Datasheet Excel Import wizard, click the Next button to display the Select Tag page.
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Check the Accept checkbox for the tag

(s) e.g. P1502A for which attributes or
free texts need to be imported against.
To continue click on the Next button from Select attribute to update page to display the attributes to
import from Excel file to the datasheet. The Datasheet Excel Wizard then scans the Dabacon database and
determines what changes will take place if the import is confirmed
Click on the Accept checkbox to accept the attributes to be import.
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Only data
with the Accept
checkbox
checked are
imported.
Check the Accept All check box to accept all the required changes or updates.
To continue click on the Next button the import process is completed with Errors. Click on the Finish button
to complete the import process and close the Datasheet Excel Wizard respectively.
The Summary and Errors &

Warnings Tabs on the Import
Progress Dialog displays the
textual description of the import
and a list of import errors
respectively.
The changes are then applied to the database and the import data is displayed in the appropriate list e.g.
Datasheet instance.
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Datasheets Publishing
Datasheets can be published as Excel files saved to a predefined location and PDF versions of the
published datasheets can also be produced.
Datasheets can also be published to AVEVA Net in xlxs file format. To do this, configurations for
publishing datasheets to AVEVA Net must be setup via the AVEVA NET Gateway setup tool.
Datasheets Publishing Configuration - A Worked Example
Before datasheets can be published, a number of configuration options such as Watermark may be
specified if required. This configuration is often setup by system administrator or user(s) with administrative
access rights.
Click on the Admin tab and then select the Configuration icon in the Datasheet group of the Admin tab.
Select the preferred Watermark settings from the Watermark section of the Datasheets Configuration
form. In this example leave the Watermark settings unchanged.
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Datasheets Publishing - A Worked Example
To publish datasheets as a PDF data file:
Click on the Manage tab and select the displayed Datasheet list. Select Current Datasheet from the
PDF Export pull-down list in the Import/Export group of the Manage tab.
The exported PDF file is saved to a preferred location. Double click on the PDF to open.
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Exported PDF datasheet file.
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Print Datasheets
Selected datasheet can be previewed and print.
To do this, click on the Project tab and select the Print Datasheet option.
Report -Deliverables
The Reporting tool in AVEVA Engineering allows user (Engineer) can run a quick report e.g. Equipment list,
Line list and as well as any kind of ad hoc report on the data in the list view using pre-defined templates. The
generated report can be previewed and export or print reports in different format such as PDF, HTML etc.
Reporting tool in AVEVA Engineering provides the following reporting facilities:
Quick reports - run on the data in the current list using simple pre-defined templates
Reporting Designer - used to create new reports and report templates.
This section will describe with worked examples how to run a report on the data in the current list.
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Running Quick Report on the Current List A Worked Example
To run a report which contains the data displayed in the current list, open the List Views in this case Lines
List. Click on the Quick Report icon in the Grid Actions group of the Home tab.
The Quick Report form is then displayed as shown:
Click on the Look In drop-down to select the template location, in this example select Product as shown
below. Select the desired template (A-4-Portrait) to be used as the basis for the new report as shown:
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Select Open button from the Quick Report form. If any of the default layout is selected you will then be
prompted to confirm if you want the default layout to be applied as shown below:
If the Yes button is selected, the Reporting Tool will automatically place the fields in your Search Results
grid into a system generated table placed directly in your Quick Report and displayed in Preview Tab as
shown below:
The Report includes all data from the current list grid. The Quick Report Designer dialog will allow the user
to export the report to various file types or print the report.
For further details, on Quick Report, Please refer to Reporting User Guide.
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Running Pre-Defined Report A Worked Example
To run a pre-defined report either supplied with the product or created by system administrators, click
Reports in the Reporting group of the Home tab. From the menu that is then displayed, click Run Reports.
The Run Reports form is then displayed. Click on the Look In drop-down to select the template location,
in this example select Project.
Select the desired Report Definition, in this case TAGS - Line List and click the Run button.
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The Run Report form of the Reporting Designer is then displayed, from which the report can be printed
and/or exported.
For further details on Reporting Tool, please refer to Reporting User Guide.
Print List Data
To print the currently displayed list for example Equipment List-Full List view, right-click on the list and
select Print Preview from the menu that is subsequently displayed.
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The Print Preview form is then displayed. Select the Print icon from the Print Preview form to print.
Alternatively, click Print > Print List on the Project Menu.
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Exercise 7 Reports and Datasheets
Datasheet
1. Create a new datasheet for tag item P1501B using CENTRIFUGAL-PUMP-DATASHEET-TEMPLATE

as shown:
2. Display the newly created datasheet, enter the following records and issue the datasheet with
appropriate Revision Number.
Tag Item Attributes Values

Area 103
P1502B Equipment Class Pump
Gov. Case 1- Max Design Pressure 45.00 bar
Gov. Case 2- Max Design Pressure 40.00 bar
3. Publish the datasheet as PDF with watermark configurations set to DRAFT.
4. Using Excel export tool, export the datasheet to an Excel worksheet and modify the record listed below
before re-importing the data
Attribute Current Value Imported Value

Gov. Case 1- Max ----------- 70.00
Design Temperature
Report
5. Open Equipment List and Run a Quick report on the displayed list.
6. Run a report using a pre-defined Report template Equipment List (Checked Version).
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CHAPTER 11
11 Design Reuse
Design Reuse is a tool that simplifies the copying of design data or any database element between projects.
Data base elements can be exported to the local file system and then can be imported by the same tool to a
new project.
The exports objects are stored in the transfer set directory as xml file, scheme file, or data file etc. The export
mechanism creates separate files automatically for each export.
The Design Reuse tool can be accessed from the Admin tab in AVEVA Engineering main toolbar. The
Admin tab is only displayed if the user is a member of the TAGSADMIN team and FREE USER (e.g.
SYSTEM).
Below are the available options in the Design Reuse window.
Export Tab
Add Selected Items to List

Get referred items of selected items in list
Remove selected item from list
Export Items to Transfer Sets Folder
Import Tab
Open Transfer set and add the items to the

list
View Transfer set properties
Check all items in list
Uncheck all items in list
Import items
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The Design Reuse Setting tab is used to configure the Transfer Set Local Settings such as the default
Transfer set name prefix.
Below are the available options in the Design Reuse

(Settings) tab
Reload general and items setting from file
Display the content of item settings file
Undo local settings changes
Exporting Project Data A Worked Example
Export design data (e.g. Engineering list data) from existing AVEVA Engineering project, by selecting the
Admin tab from the main toolbar to display the Design and click on the Design Reuse button.
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In this worked example, enter AVEVA Engineering

the following details: Username: SYSTEM;
Password:XXXXXX; MDB: ACE_PROC_WORK.
From displayed Engineering list, Project Explorer or Database Explorer, select the items to export and then
add the selected items to Design Reuse Export list by clicking on the Add Selected Items to List icon
Selected Items can also be drag and drop to the Design Reuse Export list.
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The Design Reuse Export list is automatically updated with the selected items. Right click on the item and
select appropriate option (Get referred items) from the submenu to upload referred items.
Click on the Export button to export the items to a local file system [Transfer set directory]. Rename the
Transfer Set name if required and click on the OK button.
The Design Reuse Export list is automatically updated with the exported items status. In this case all
selected items exported successfully.
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Import Project Data A Worked Example
Importing project Engineering data to new/exiting project, users must ensure that the project contains
appropriate UDAs and UDETs configurations and a suitable MDB definitions must be used for import process.
The example below illustrates the import of Engineering data (Line List) from an existing project to ACE project.
This can be achieved by selecting Import tab from the Design Reuse window.
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Click on the Transfer Set folder and select the desired Transfer Set file (e.g.TransferSet 8) form the list, click
on the OK button:
The Design Reuse Import list is automatically updated with the imported items from the local file system
[Transfer set directory].
Click on the Import button to import the items to the target project (e.g. ACE)
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The appropriate Engineering List is then updated accordingly as shown below.
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APPENDIX
APPENDIXAA
Appendix A Cell Feedback Colours Settings
Cell feedback colours highlight certain actions which have taken place in the cells of the grid on the
Compare / Update main grid table. These colours can be modified according to preferences, and default
colours can be selected when required.
Right click on any column header to display the grid context menu, and select Settings > Feedback
Colours to display the Feedback colours entries submenu.
Each listed sub menu entry represents actions which can occur for elements present on the Compare /
Update grid. It aids with giving a quick / identifiable result on the state of listed grid items.
Select the Feedback colour sub entry Linked with No Changes Row Colour to display a colour pallet,
from which the default colour for this action can be modified
The default colour which identifies a grid row of a source element which is linked to a target element, and
having no mapped attribute value difference (after a database update) is white.
Select the Green colour from the colour pallet; to change this default colour to ensure that rows of linked
elements which have no changes will be highlighted with the Green colour.
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Each colour pallet includes the button Define Custom Colours >> with
which a pallet with a wider variety of colours can be accessed. This offers the customisation of colours
choices with a greater colour variety than is available on the basic pallet.
Exit the Feedback colour feature by clicking on the OK or Cancel buttons.
All default colours can be reverted back to, by selecting the Reset Default Feedback Colours sub menu
entry.
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Appendix
AppendixBB
Appendix B Claimed Objects and Attribute Control
1.0 Editing Claimed Records - A Worked Example
The ACE project is configured for Control Object Revisioning. This provides a more sophisticated way to
control attribute data in a multi-discipline working environment. In the following we discuss how attribute control
is handled in a vanilla non COR configured project. In both situations the use of claimed data is considered.
Claiming is standard PDMS functionality to allow data to be temporarily removed from all users whilst one
user works on it. This claim can be explicit where it is an action to claim and then release data or implicit where
just touching and object claims it and by leaving it releases it. The implicit method is the most widely used.
To illustrate how this functionality works in a vanilla project the following describes how this can be
demonstrate using screen shots from another project, not the ACE project.
Like all PDMS based applications attribute control is based on username/password. A project would be
configured to have, for example, users and databases for a process engineers and a piping engineers. In the
first example we consider two process users who have access to the line list.
The first user A opens the Lines list list view from Process Lines category.
The engineer Selects B-56 and update Fluid attribute value from Hydrocarbon to Oil as highlighted:
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Click on the Save Work icon from Quick Access Toolbar to save any changes made to the data.
Process Engineer B opens up the same list; Open Lines list list view from Process Lines category.
He clicks on the GetWork icon from Quick Access Toolbar to refresh data in any opened lists with any
changes that other users, A, may have made to the data since the lists were opened.
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The Fluid attribute cell for B-56 is automatically updated with the value from PROCENG user
(A).The background colours of cells indicated edited cell data.
Then click on Fluid attribute cell and update the value from Oil to Hydrocarbon as highlighted.
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Then press Enter from the Keyboard or click outside the cell. The Value fails to update and unsuccessful
edit feedback colour is displayed. To display the error message, hover the mouse cursor over the data cell
as shown.
The error message is also displayed in the status bar and recorded in the Message Log.
In this example the update failed because the element is already claimed by other user. To update the
element B-56, it needs to be released by the user that has claimed the item in this case PROCENG
Engineer A.
To do this:
Go to the AVEVA Engineering Tags Session run by PROCENG Engineer A. Select the element B-56.
Click Claim Icon in the Records group of the Home tab to display the menu and select Show Claim State
icon.
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The Show Claim State form is window is then displayed showing the claim state of the selected element.
Click the OK button to dismiss the dialog.
Click the Release option from the Claim icon pull-down list to display the Release Record form.
The Release Records form is then displayed, listing all the attribute groups associated with the selected
elements, and the columns in each attribute group (e.g. Line Process Data).
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Click on the Select checkbox to select the attribute group if it is not selected by default. Click on the OK
button to confirm the record to release.
If a selected element or attribute group has already been claimed by another user, the action will fail.
An error message will be issued explaining why.
Then go back to AVEVA Engineering Tags Session run by PROCENG user A.
Do a Get Work by selecting Get Work icon from the Tags main toolbar. Click on Fluid attribute cell and
update the value from Oil to Hydrocarbon as highlighted:
The cell feedback colour indicates a successful edit.
A second example would be the case where a Piping Engineer updates piping attribute associated with the
line list. In this case the attributes Stress Reason and Date are modified
Save work will save the change in this database but does not automatically make it available to other users.
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The Engineering or Process user sees the existing state of the data.
The Process user now executes a Get Work in his session and the data fields are updated
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Add and Change Status of Items in a Lifecycle A Worked Example .................................... 83

To create and maintain Project Indexes.

To understand the various ways in which they can be modified.

Trainees should be familiar with Microsoft Windows.

Using this guide

Information the user has to key-in will be in bold red text.

Starting AVEVA Engineering

Enter AVEVA Engineering 14.1.1 by selecting:

Click the Tags tile.

2 Overview of the AVEVA Engineering Application

The application also provides the capability to:

AVEVA Engineering Concept

Line Number Location Operating Design Testing

AVEVA Engineering Interdisciplinary Project Data Concept

AVEVA Engineering deliverables

Ad hoc or departmental reports

Isometrics drawings with process information

AVEVA Engineering (Tags) Integration with AVEVA Products

3 AVEVA Engineering Basic Workflow

AVEVA Engineering (Basic) Workflow

1. AVEVA Engineering User Interface Overview.

2. Lists Records Creation.

3. List Records Management

View list data in different styles and formats

4. Interdisciplinary Project Data Management.

AVEVA Engineering provides Interdisciplinary Workflow functionality also known as

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4 AVEVA Engineering User Interface Overview

AVEVA Engineering-Tags module is accessed using menus and toolbars. This

AVEVA Tags Title Bar

Module Name: Tags- AVEVA Engineering

To display the Admin tab, close all existing sessions.

Icon from AVEVA Engineering-Tags User Interface.

This menu provides access to number of key functions.

Autorenaming active on attribute changes: Enables/disables autorenaming on attribute changes.

Show database errors on grid: Enables/disables showing database errors on grid.

Refresh PBS Explorer on Events: Enables/disables refresh Flexible Explorer on events.

The Modules option is used to switch to the Monitor module.

Exit - This is used to exit the AVEVA Engineering application

Datasheets: Enables creation, opening and managing datasheets instance.

This menu provides access to a number of groups such as:

Extracts: Provides functions to claim and release data to other users.

This menu provides access to number of key groups such as:

Project Explorer: Open and manage Project Explorer.

Window: Provides functions to view lists displayed in different modes.

This menu provides access to number of key groups such as:

Database: Provides options to display or conceal the project database Explorer.

Datasheets: Provides functions for datasheets configurations.

List Units: Reset list units to default.

Enable Tag Editor: Enable Tag Editor form.

Quick Access Toolbar

Save Work: Saves any changes made to data.

Reset Cell Feedback Colours.

Adding Menu to Quick Access Toolbar A Worked Example

Regular project Breakdown

System based ( XML)

Exercise 1 AVEVA Tags User Interface Basic Overview

3. Minimize the Ribbon Bar by selecting Minimize the Ribbon option

5 Create and Edit Lists Records

Below is an example of AVEVA Engineering list view.

Records Creation in List View