Common Application

Tutorial

Version 2016 (11.0)

Tuesday, December 20, 2016

DSP3D-TP-100120A
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Common Application Tutorial 2

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Common Application Tutorial 3

Contents
Database Architecture ................................................................................................................................ 6

Introduction to Common Applications .................................................................................................... 10

Creating a Session File ............................................................................................................................. 16

Defining a Workspace Using a System Filter ......................................................................................... 20

Workspace Simplification by Role ........................................................................................................... 26

Defining a Filter based on Properties Equipment Approval Status (Asking Filter) ............................ 34

Defining a Filter based on Properties - Piping Run NPD ....................................................................... 43

Defining a Filter based on Properties Structural Section Names ........................................................ 50

Defining a Filter based on Properties Cableway Vendor Name............................................................ 53

Defining a Workspace Using a Volume Filter ......................................................................................... 56

Manipulating Views ................................................................................................................................... 62

Selecting Objects in a Model .................................................................................................................... 77

Applying Surface Style Rules .................................................................................................................. 90

PinPoint Ribbon ......................................................................................................................................... 98

SmartSketch Points ................................................................................................................................. 105

SmartSketch Properties Dialog Box ...................................................................................................... 106

Placing Construction Graphics .............................................................................................................. 111

Measure Ribbon ....................................................................................................................................... 146

Assigning Objects to WBS Items ........................................................................................................... 155

To Do List ................................................................................................................................................. 167

Working with Reference 3D .................................................................................................................... 173

Control Display of Objects on Levels/Layers in Reference 3D Models ............................................. 182

Applying Surface Style Rules to Reference 3D Objects ...................................................................... 195

Common Application Tutorial 4

 Contents

Interference Checking ............................................................................................................................. 197

Space Management ................................................................................................................................. 204

Inserting Reference Files ........................................................................................................................ 217

Placing Control Points ............................................................................................................................ 221

Index ......................................................................................................................................................... 226

Common Application Tutorial 5

SESSION 1

Database Architecture

Overview
Smart 3D has seven databases that are created before the users can work in Smart 3D. The
Database wizard creates the site, site schema, catalog, and catalog schema databases. The
model, reports, and reports schema databases are created from the Project Management task.

Site database
The site database serves as the primary or main database, and contains all permission groups.
From the site database, you can access the model and catalog databases and their related
schema databases. You must create the site database before creating a model or catalog
database. A site database can have multiple model and catalog databases. When you create
the site database, you also create the site schema database.

Site schema database

The site schema database stores the metadata for all business objects and their relationships.
The site schema database is created when you create the site database. The site and site

Common Application Tutorial 6

 Database Architecture

schema databases are containers for the other databases. A site database can point to multiple
model databases.

 Database type - Specifies the type of database. You can choose a MSSQL database or an
Oracle database.
 Site database server - Specifies the registered SQL server for the site database. After you
select a server, Site schema server defaults to match Site database server. This option is
available only if the Database type is set to SQL Server.
 Site database name - Specifies a name for the new site database. After you enter a name
for the site database, Site schema name defaults to match Site database name.

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

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 Database Architecture

Catalog schema database

The catalog schema database stores the metadata for all business objects, such as pipes,
beams, and their relationships, as well as all attribute type and codelist information.

Model database
The model database organizes all of the three-dimensional objects in the model. Catalog and
model databases share the same catalog schema database.

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 Database Architecture

Reports and Reports schema databases

The reports and reports schema databases interact with the other five databases to generate
tabular reports from Smart 3D data. The reports database point to the data in the other
databases. These two databases are originally created during the model generation process.

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SESSION 2

Introduction to Common Applications

Overview
The Workspace
The workspace represents the model data. Common tasks allow you to define the workspace
and perform common operations on the model.

Figure 1: The Workspace

Saving the Session File

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

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 Introduction to Common Applications

Access Permissions
The Active Permission Group allows you to set the permission group for the objects you are
creating or editing. The drop-down list contains all of the permission groups to which you belong.
Depending on your access permissions, you can perform specified functions.

Figure 2: Access Permissions

Main Toolbar
The main toolbar in each task displays at the top of the page and contains the same menus,
regardless of the active task.

Figure 3: Main Toolbar

You can save certain properties, such as window size, layout, and view orientation, from one
work session to the next. The File menu allows you to create, open, save, and close sessions.
The name of the current session file appears in the title bar of the application, along with the
name of the task, model, and active filter. You can also see this information on the Windows
task bar. This information is helpful when you have multiple Smart 3D windows open. For
example, Paste and Restore require two sessions to be open.

Figure 4: Title Bar

The workspace is a saved setting in a session. During a session, you define a workspace to
view and work with certain objects in the model data. Defining a workspace also allows you to
create and name filters that restrict the data of the entire model into more manageable subsets
for working.
The workspace displays in the Workspace Explorer, which allows you to move throughout the
hierarchy of your workspace. You can view the workspace using the System, Assembly,
Space, WBS (Work Breakdown Structure), Analysis, PDS, and Reference view tabs at the

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 Introduction to Common Applications

bottom of the Workspace Explorer. Select Tools > Options to specify the tabs to show in the
Workspace Explorer.

Figure 5: General Options

You can edit the following options:

 General - Enables the Undo command and the status bar. You can specify the number of
actions you can undo. Dwell time for QuickPick specifies the amount of time before
QuickPick activates. Locate zone defines the locate zone for the software to find
SmartSketch points. You can also select the tabs to display in the Workspace Explorer .
You can also set the Status Bar Location.
 Colors - Selects the colors the software uses for the background, highlighted and selected
objects, and handles.
 Units of Measure - Determines the units of measure that appear in the software.
Additionally, you can specify how precisely the software displays these units. Data using
units of measure, such as length, angle, volume, and mass, use the units of measure
defined in the metadata. For example, the metadata defines the units of measure for length
in meters. If you set the units of measure for length to ft in the Options dialog box, then the
software displays the length readout as ft, but stores the value as meters in the database.
 ToolTips - Defines the ToolTips for a selected object type. ToolTips are based on catalog
labels, but they are saved to the session file. You can create a label to use as a ToolTip in
the Catalog task.
 File Locations - Sets the file locations for saved session files, workspace templates,
personal report templates, report output files, and custom documentation.

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 Introduction to Common Applications

 SmartSketch - Selects the standard SmartSketch relationship indicators to display in the

software.

Figure 6: SmartSketch Options

 Selected PG - Restricts the edits and propagation to objects in the selected permission
group.

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 Introduction to Common Applications

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

Figure 7: Shortcut Menus

The following commands are available from the shortcut menus:

 Select Nested - Selects the object and all of its nested children.
 Copy - Copies the selected object and its associated relationships to the Clipboard.
 Paste - Pastes the Clipboard contents in the model. Paste is available after you copy an
object.
 Create WBS Project - Initializes a new Work Breakdown Structure (WBS) project. This
command only appears in the Workspace Explorer.
 Create WBS Item - Initializes a new Work Breakdown Structure (WBS) item. This command
only appears in the Workspace Explorer.
 Delete - Removes the selected object from the database, and deletes any relationships and
notes on the object.
 Show - Turns on the display of a selected object.
 Hide - Turns off the display of a selected object.
 Claim - Identifies objects in the model for modification in a project.
 Go to Hyperlink - Views a file or a web page associated with an object in the model. This
command is available after you insert a hyperlink on an object.

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 Introduction to Common Applications

 Properties - Edits the properties of a selected object.

 New System - Creates a new system without switching to the Systems and Specifications
task.

Figure 8: New System

Common Application Tutorial 15

SESSION 3

Creating a Session File

Objective
After completing this lab, you will be able to:
 Create a new session file from a session file template.

Before Starting this Procedure

 Smart 3D Introduction to Common Applications lab

Overview
To begin working in Smart 3D, you must first open a session file. You can open an existing
session file or create a new session file from a session template. After you create a new session
file, you must use Define Workspace to select the portion of the model you want to view and
edit.
The session file does not store model design data. It stores your personal default settings for the
commands, the active task environment, and display geometry. The display geometry is used
for display only. The session file updates when you run Define Workspace or Refresh. When
you select an object to edit or use an object as input for another design operation, the software
retrieves the object information directly from the server. The object information must be up-to-
date.
The session file stores the following data:
 Last active task environment
 Window layout
 Named views
 Surface style rules to apply
The rule definitions are stored in the model.
 Options settings
 Graphic geometry for display (Display list)
 Identity of the filter used to create the display list
The filter definitions are stored in the model.
 Defaults for each command’s options and settings
When you exit Smart 3D, you can save the graphics and command defaults in a session file.
You can quickly start another design session by opening the saved session file, which saves the
previous modeling environment.
This session shows you how to create the session file from a template. To define a filter for the
session file, see Introduction to Common Applications (on page 10).

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 Creating a Session File

Create a Session File

1. Create a session file and save the file on your desktop.
2. Select Start > All Programs > Intergraph Smart 3D > Smart 3D.
The New dialog box displays.
Select the Plant tab and the English template option and click OK.

 The standard templates are:

 Empty - Allows the administrators to create custom templates.
 EnglishUnits - Displays measurements in the English system
 MetricUnits - Displays measurements in the Metric system
 There are four tabs:
 General – Creates a new session using the Empty template.
 Mine – Displays all available templates for creating a new session using the Mine
mode. The available templates are English Units and Metric Units.
 Plant – Displays all available templates for creating a new session using the Plant
mode. The available templates are English Units and Metric Units.
 Ship – Displays all available templates for creating a new session using the Ship
mode. The available templates are English Units and Metric Units.
 The administrator can add customized templates specific to the different disciplines
under any of the four tabs.
 Saving a session file without defining a workspace is useful only if you want to create
another template. For more information, see Session 4: Defining a Workspace Using a
System Filter.

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 Creating a Session File

1. Select File > Save.

The Save As dialog box displays.

 The Save As dialog box prompts you to specify the name of the session file and its
saved location. You can navigate to and select a folder on a local or network drive.
Session files have a .ses extension.

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 Creating a Session File

 The default save location for workspaces is defined under File Location in the Options
dialog box.

2. Click Save.
For more information related to session files and defining a workspace, see Common: An
Overview and Managing Sessions: An Overview in the Smart 3D Common User's Guide.

Common Application Tutorial 19

SESSION 4

Defining a Workspace Using a System

Filter

Objective
After completing this lab, you will be able to:
 Define a workspace by creating and using a System filter.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)

Overview
When you create a session file from a session template, you must use Define Workspace to
define the portion of the model you want to view or edit. Define Workspace uses a filter to
query the model database for the data you want to see in the model. You can select an existing
filter or define a new filter. When you save the session file, the model and its applied filters are
stored in the session file.
If other users add or edit objects in the model database after you have defined the workspace
for your session, these objects are not visible until you click Refresh to update the model.
Refresh recomputes the workspace filter and retrieves only the new or changed data that meets
the filter criteria.
This session shows how to create a filter that uses the system hierarchy grouping of the design
data.
Define Workspace allows you to use user-defined roles to further filter the objects displayed in
the workspace. In the model, this simplifies the workspace by excluding objects that are not
related to your role. We will learn about roles in a later session. For this session, we will accept
None which is the default for the role.

 The relationships between design objects ensure that any supporting design data required
to edit a design object is automatically retrieved from the server when you edit the object.
The retrieval of the required data from the server does not depend on the data you included
in your session. All edits will automatically use the updated information from the model on
the server.
 It is quicker to open a session file and run Refresh than to use Define Workspace. Define
Workspace processes all the design objects retrieved by the filter to generate the graphic
display. The display graphics are then stored in the session file. Refresh only retrieves the
changed and new graphics from the server. After the graphics are included in the session
file, the design objects are only activated when you select them for editing or reference. You
should maintain a directory for saved session files that use the different filters needed for

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 Defining a Workspace Using a System Filter

your daily work. As a rule, you should begin working in Smart 3D by opening an existing
session file.

Define a Workspace Using a System Filter

1. Open a session file and define a workspace containing the objects in Unit U01, Area A2, by
creating a System filter, Unit 1, for those objects.
The workspace contains the objects as shown:

Figure 9: Final Output

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 Defining a Workspace Using a System Filter

2. Select File > Define Workspace….

Figure 10: Define Workspace Command

The Define Workspace dialog box displays.

You can also open the Define Workspace dialog box by pressing CTRL + W.
3. Under Filter, select More….

Figure 11: Define Workspace More Option

The Select Filter dialog box displays.

4. Select My Filters and click New Filter (Simple or Asking) .

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 Defining a Workspace Using a System Filter

The New Filter Properties dialog box displays.

 Catalog filters are stored in the catalog referenced by the model. These filters contain
criteria related to the data model, such as object type and properties.
 Model filters are stored in the model database and can be based on model objects, such
as systems and named spaces (volumes).
 You must have read permission to view the catalog and model filters defined by the site
administrator.
5. Type Unit 1 in the Name field.
6. Using the CTRL key, select A2 > U01 and CS > U01 CS.

Figure 12: Selection of U01 and U01 CS

 To create a filter, you must have write permission to the permission group of the parent
folder in the model or catalog folders. You can create filters in your My Filters folder.
 Use alphanumeric characters to create filter names. The name must be unique in the
model database.
 The New Filter Properties dialog box contains several tabs that define search criteria.
The System, Assembly, and Named Space tabs expand the search for objects within
a model that meet the criteria defined on these tabs. The Volume, Permission Group,

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 Defining a Workspace Using a System Filter

and Object Type tabs restrict or limit the objects returned to those that meet the
additional criteria, if any, defined on those tabs.
 The filter in this tutorial is a system filter because only System criteria are used to select
the data. The system hierarchy organizes the model for design purposes. Every part in
the model has one and only one system parent.
 If Include nested objects is selected, the filter retrieves all nested objects under the
selected systems.
 You can apply other criteria to the filter if you want to be more selective about the
displayed data.
7. Click OK to complete the filter definition process.
The Select Filter dialog box displays.
8. Select Unit 1 to set your workspace to display Unit 1, and click OK.

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 Defining a Workspace Using a System Filter

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

Figure 13: Selecting the Created Filter From Define Workspace Dialog Box

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

To fit all objects in the active view, click Fit on the Common toolbar.

Figure 14: View of the Workspace After Creating a System Filter

For more information related to defining a workspace, see Defining Workspace Content and
Using the File Menu in the Smart 3D Common User's Guide.

Common Application Tutorial 25

SESSION 5

Workspace Simplification by Role

Objective
After completing this lab, you will be able to:
 Exclude certain object types based on a user’s role.

Overview
Define Workspace allows you to use user-defined roles to further filter the objects displayed in
the workspace. In the model, this simplifies the workspace by excluding objects that are not
related to your role.

Figure 15: Define Workspace Dialog Box

The Role field in the Define Workspace dialog box allows you to exclude objects that are not
important to your task. For example, if a piping designer selects the Piping Designer
(Aboveground) role, the filter excludes structural objects that are not parts. If a structural

Common Application Tutorial 26

 Workspace Simplification by Role

designer selects the Structural Designer role, the filter excludes piping objects other than
parts.

Figure 16: Define Workspace with New Role Field

Steps
1. Select File > Define Workspace….

Figure 17: Define Workspace Common on the File Menu

The Define Workspace dialog box displays.

Common Application Tutorial 27

 Workspace Simplification by Role

2. Under Filter, select More….

Figure 18: Define Workspace Dialog Box

The Select Filter dialog box displays.

3. Select Training Filters > U01 and click OK.

Figure 19: Select Filter Dialog Box

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 Workspace Simplification by Role

This filter adds U01 objects to the workspace.

Figure 20: View of the Workspace After Selecting Unit 101

4. Select File > Define Workspace….

The Define Workspace dialog box displays.
5. Under Role, select Piping Designer (Aboveground) and click OK.

Figure 21: Piping Designer Role Selected in Define Workspace Dialog Box

Fewer objects in the workspace display.

6. Set the Locate Filter to All.
7. Hover over a piping object and wait for QuickPick to display or press ctrl + middle mouse to
display the QuickPick options.

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 Workspace Simplification by Role

You can select different piping objects, such as parts, features, and runs.

Figure 22: Quick Pick available for Piping Objects

8. Hover over a structure member.

Because the role is set to Piping Designer (Aboveground), QuickPick does not display

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 Workspace Simplification by Role

any selectable objects that are not piping objects.

Figure 23: Only Member Part in Workspace for Piping Role

9. Select File > Define Workspace.

The Define Workspace dialog box displays.
10. Set Filter to U01, and set Role to Structural Designer.

Figure 24: Structural Designer Role selected in Define Workspace Dialog Box

11. Click OK.

12. Hover over a structural beam and wait for QuickPick to display or press ctrl + middle mouse
to display the QuickPick options.

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 Workspace Simplification by Role

QuickPick displays all selectable structural objects.

Figure 25: Quick Pick Available for Structural Objects

13. Hover over a piping feature.

Because the role is set to Structural Designer, QuickPick does not display any selectable

Common Application Tutorial 32

 Workspace Simplification by Role

objects that are not structure objects.

Figure 26: Only Pipe Part in Workspace for Structure Role

Common Application Tutorial 33

SESSION 6

Defining a Filter based on Properties

Equipment Approval Status (Asking
Filter)

Objective
After completing this lab, you will be able to:
 Select the equipment in the workspace by creating filter.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)

Steps
1. Define the workspace to show the filter for U01.
2. Select Tools > Select by Filter.
The Select Filter dialog box displays.

3. Select My Filters, and then click New Filter (Simple or Asking) .

The New Filter Properties dialog box displays.
4. Type "Equipment by Approval State" in the Name field.
5. Switch to the Properties tab.

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

6. Select Property > More….

Figure 27: New Filter Properties

The Select Properties dialog box displays.

7. Under Object type used as the basis for the property identification, select More.
The Select Object type dialog box displays.
8. Select Equipment and Furnishing > Equipment, and click OK.

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

9. Set Relationship to Direct Property of Object Type.

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

10. Set Display properties in this category to Standard.

Figure 28: Select Standard Properties

11. Select Approval State and click OK.

12. For Approval State, select Ask.

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

13. Switch to the Object Type tab, and select Equipment and Furnishing > Equipment as the
object type.

Figure 29: Select Equipment Object Type

When you edit properties under a tab, a check mark displays next to the tab
name.
14. Click OK.
15. Select the Equipment by Approval State filter and OK on the Select Filter dialog box.

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

16. Set the Value to Approved.

Figure 30: Select Approved

17. Click OK.

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

Approved equipment are now highlighted in the model.

Figure 31: Approved Equipment Highlights

18. Select Tools > Select by Filter.

The Select Filter dialog box displays.

19. Select the Equipment by Approval State filter and click Properties .
20. Set Value to Working and click OK.

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 Defining a Filter based on Properties Equipment Approval Status (Asking Filter)

The model highlights all equipment that have the status Working.

Figure 32: In Review Equipment Highlights

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SESSION 7

Defining a Filter based on Properties -

Piping Run NPD

Objective
After completing this lab, you will be able to:
 Select the pipe in the workspace by creating filter.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)

Steps
1. Define the workspace to show U01.
2. Select Tasks > Piping.
3. Select Tools >Select by Filter.
The Select Filter dialog box displays.

4. Select My Filters, and then click New Filter (Simple or Asking) .

The New Filter Properties dialog box displays.
5. Name the filter "Piping Run by NPD."
6. Switch to the Properties tab
7. Under Property, select More….
The Select Object type dialog box displays.

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 Defining a Filter based on Properties - Piping Run NPD

8. Select Piping > Piping Parts and click OK.

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 Defining a Filter based on Properties - Piping Run NPD

9. Set Relationship to Run to Part-Owner.

10. Select Related object type > More….

The Select Object Type dialog box displays.

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 Defining a Filter based on Properties - Piping Run NPD

11. Select Piping > Piping Runs and click OK.

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

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 Defining a Filter based on Properties - Piping Run NPD

13. Select the NPD property and click OK.

14. Set the Operator to the equals sign =.

15. Set the Value to 10.00.
16. Repeat the above steps to include the NPDUnitType property in the property grid.
17. Set the Operator to Contains.

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 Defining a Filter based on Properties - Piping Run NPD

18. Set the Value to in.

19. Click OK, and then click OK on the Select Filter dialog box.

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 Defining a Filter based on Properties - Piping Run NPD

The model view now resembles the following graphic.

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SESSION 8

Defining a Filter based on Properties

Structural Section Names

Objective
After completing this lab, you will be able to:
 Select the members in the workspace by creating filter.

Before Starting this Procedure

 SP3D Overview
 Creating a Session File (on page 16)

Steps
1. Define the workspace to show U01.
2. Select Tools -> Select by Filter.
The Select Filter dialog box displays.

3. Select My Filters, and then click New Filter (Simple or Asking) .

The New Filter Properties dialog box displays.
4. Name the filter "Members by Section Name".
5. Switch to the Properties tab.
6. Select Property > More….
The Select Object type dialog box displays.
7. In the Object type used as basis for property identification field, select Structure >
Members > Member Part Prismatic.
8. Set Relationship to Member Part To Cross Section.
9. Set Related object type to Catalog > Cross Section.
10. Set Display Property in this category to Standard.

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11. Select the Section Name property and click OK.

12. For the Section Name property, set the Operator to Contains and set Value to C10X15.3.
13. Click OK.
14. Select the Members by Section Name filter and click OK.

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 Defining a Filter based on Properties Structural Section Names

The model highlights all C10X15.3 items in the workspace.

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SESSION 9

Defining a Filter based on Properties

Cableway Vendor Name

Objective
After completing this lab, you will be able to:
 Select the cableway in the workspace by creating filter.

Before Starting this Procedure

 Smart 3D Overview

Creating a Session File

1. Define the workspace to show U01.
2. Select Tools > Select by Filter.
The Select Filter dialog box displays.

3. Select My Filters, and then click New Filter (Simple or Asking) .

The New Filter Properties dialog box displays.
4. Name the filter "Tray by Vendor".
5. Switch to the Properties tab.
6. In the Property field, select More….
The Select Properties dialog box displays.
7. Set the Object type used as basis for property identification field to Cableway >
Cableway parts.
8. Set the Relationship to Part to Catalog Definition.
9. Set the Related object type to Catalog > Cable Tray Part.
10. Set the Display Property in this Category to Standard.

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 Defining a Filter based on Properties Cableway Vendor Name

11. Select the Manufacturer property, and then click OK.

12. In the New Filter Properties dialog box, set the Operator for the Manufacturer property to
=, and set the Value to Cooper B-Line for vendor.
13. Click OK.
14. In the Select Filter dialog box, select the Tray by Vendor filter and click OK.

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 Defining a Filter based on Properties Cableway Vendor Name

All Cooper B-Line Trays are now highlighted in the model.

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SESSION 10

Defining a Workspace Using a Volume

Filter

Objective
After completing this lab, you will be able to:
 Define a workspace by creating and using a volume filter.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)

Volume Filter
You can use filters to show objects within a given volume or volumes. This restriction can be
combined with any other criteria available in the Filter Properties dialog box.

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Steps to Define a Workspace Using a Volume Filter

Define a workspace that loads all objects in the system U01 that are also in the volume U01.
After you define the workspace, the model should contain the objects shown below:

1. Select File > Define Workspace and create a new filter by clicking New Filter (Simple or
Asking) in the Select Filter dialog box.

 To view the project filters defined by the site administrator, you need Read permission.
 To create a filter in the project or catalog, you need Write permission in the applicable
permission group of the parent folder of the filter. You can always create filters in the My
Filters folder.

The New Filter Properties dialog box displays.

 The New Filter Properties dialog box consists of several tabs that define search criteria.
The System, Assembly, and Named Space tabs expand the search for objects within a
model that meet the criteria defined on these tabs. The Volume, Permission Group, and
Object Type tabs restrict or limit the objects returned to those that meet the additional
criteria.
 If you do not select anything on the System, Assembly, or Named Space tabs, then the
restriction filters you define are applied against all objects in the database. So, if you
want to make sure your filter gets all graphic objects that meet the volume criteria,

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 Defining a Workspace Using a Volume Filter

regardless of what system the objects belong to, then do not select a system at all and
just define the volume criteria (skip step 2 below).
 The System tab provides a tree view of all the systems defined in the model. Systems
can span disciplines and include many types of objects. A plant is the highest system in
the hierarchy and includes all subsystems.
 The Named Space tab provides tree view of folders and named spaces in the folders.
Named spaces are volumes that represent fire zones, design areas, volumes to be
output to drawings, or other non-solid spatial concepts. Including the named spaces in
the workspace enables you to view the size, shape, and position of the volumes.
 Only the SmartMarine 3D product currently uses the Assembly tab.

1. Set the Name to "Unit 1 in Volume U01."

2. Under the System tab, use the CTRL key to select A2 > U01 and CS > U01 CS.

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3. Under the Volume tab, select Volume U01.

In this tab, you can select either Named spaces or Planes. Named Spaces
allows you to select one or more existing named volumes to define the volume criteria.
Planes allows you to define a single volume using six existing reference planes.
4. Click OK.

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5. In the Select Filter dialog box, select My Filters > Unit 1 in Volume U01 and click OK.

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

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

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 Defining a Workspace Using a Volume Filter

To fit all objects in the active view, click Fit on the Common toolbar.

For more information related to defining a workspace, see Defining Workspace Content: An
Overview and Using the File Menu: An Overview in the Smart 3D Common User's Guide.

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SESSION 11

Manipulating Views

Objective
After completing this lab, you will be able to:
 Create a graphic window and manipulate the view in the active window.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Defining a Workspace Using a Volume Filter (on page 56)

Manipulating Views
You can manipulate the graphic window and the views with the Window and View menus and
the commands on the Common toolbar.
The Window commands create new graphic windows and arrange the position of the existing
windows. The Common toolbar shows the most commonly used commands to manipulate the
views within the windows. You can also access these commands from the View menu.

The view commands do not cancel an active command. When you complete or
cancel the view manipulation command, the interrupted command resumes in the same
command step where you left it.
The view manipulation buttons on the Common toolbar are described below:
The orientations used in viewing commands are relative to axes of the Active
Coordinate System selected on the PinPoint ribbon.

Clip by Object - Creates a rectangular volume based on the maximum range of

the selected objects, and then clips the display to show only graphics within that
volume.

Clip by Volume or Plane - Creates a clipping volume by specifying two area

definition points (the cross-section of the volume) and two depth points (the
extent of the volume). You can specify the near and far clipping planes.

Clear View Clipping - Removes all clipping from the active window.

Active View Control - Allows you to view and adjust the graphic view window
settings. You can view the model from the camera position, the target/focus
point position, and the clipping box of the active graphic view.

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Common Views - Sets the view direction of the active view when you click one
of the standard viewing angles.

View by Points - Defines the viewing plane by three points.

Rotate View - Rotates a view about a point or an axis.

Named Views - Assigns a name and a description to a view and stores the
definition for later reuse. The default views are Top, Front, Right, and
Isometric.
A named view definition includes the clipping, but does not define the
perspective angle of the view or its rendering characteristics. The defined
named views are saved in the session file.

Zoom Tool - Allows you to use Zoom, Zoom Area, and Pan. Use the left
mouse button and the mouse wheel to zoom, double-click to zoom to the
rectangular area, and click the middle mouse button to drag pan.

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3D Navigator - Allows you to zoom and move about the model with the mouse
and keyboard.
Close - Exits the 3D navigation.
Home - Returns you to the opening model view.
Fly Mode - Disables the 3D Navigator, and allows you to 'fly' around the model
with your keyboard and mouse.
Look - Changes your view of the model.
Move In/Move Out - Zooms closer or further away from the target point.
Move - Pans the model.
Fit - Fits the selected objects in the view. If no objects are selected, Fit shows a
fitted view of the active clip volume. If there is no active clip volume, Fit shows a
fitted view of the entire model. When you click Fit, the software prompts you to
select another view to fit. You can also fit all of the views at the same time by
holding the SHIFT+A or CTRL+A keys and clicking Fit. If you press SHIFT and
then click Fit, all visible objects in the clipping volume are shown, regardless of
the currently selected objects.

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

Fit - Fits the view to show the currently selected objects. If no objects are
selected, it shows all displayed objects.

Center View by Object - Centers a view based on a given point or object.

Pan - Moves the view in the current view plane.

Steps to Manipulate Views in the Active Window

The following activity uses the view manipulation commands in a workspace containing unit
U03.
1. Click Common Views .

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The Common Views dialog box displays.

2. Select Looking North.

You can move this dialog to the side and leave it open while you execute other
commands.

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3. Change the view to Isometric and use Zoom Area to zoom in on the area highlighted
below. Select an area that just includes the vertical tank and the pump.

4. Click on any grid line and select Center View by Object .

5. Select different views in the Common Views dialog box.
The grid line selected is always centered, no matter what view is selected.
6. To identify the orientation of your active view, select Format > View.
The Format View dialog box displays.

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7. Set the View Axis to Upper Left, and click OK.

The model view is as shown:

8. Click Rotate View .

A green triad displays in the center of the active view.
9. Hold the left mouse button, and move the mouse.
The view rotates around the green triad.
10. Click Move Point of Rotation to move the green triad.
This option allows you to set the view rotation point to any point in the model.

11. Click Rotate View and select a vertical object.

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As you rotate, the view axis changes based on the orientation of your active view.

12. Click Named Views .

The Named View dialog box displays.
13. Set the named view as shown:

14. Click Apply and then click OK.

The view is added to the list of named views, and the named view definition is stored in the
session file.

15. To clip to a region around the equipment P-101, click Clip by Object and select the
equipment and the two beams above the equipment.

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If the objects are already selected when you click Clip by Object, then the
clipping uses the selected objects without prompting you to select objects.

16. Click Accept .

The view is clipped. You can fit the view to the object with Fit View.

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17. Click Clip by Volume or Plane , and move top clipping boundary up to see the third
story bay.

 You can move a boundary graphically or by specifying an exact distance with PinPoint.
You can set the clipping plane to a precise location by positioning the cursor over
geometry.
 You can use Clip by Volume to define the clipping volume by four points. The first two
points define a rectangle in the horizontal plane, and the second two points define the
front and back clipping plane locations along the z-axis.
 You can also use Clip by Plane to specify the near and far clipping planes. Clip by
Plane is useful only in orthographic views.

18. Set the active view to Isometric, and click Active View Control to modify the
parameters of the active view in a separate window.

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 Manipulating Views

 Active View Control allows you to edit all the parameters of the view. It is most useful
for graphically adjusting the clipping from a view where you can see all the geometry.
 The Active View Control window allows you to use Top View, Side View, Front View,
Pan, Zoom, Window Area, and Fit to manipulate the view. Top View is selected by
default.
19. Select Side View, and modify the top clipping boundary of the active view by dragging the
dotted clipping plane above all graphics.

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 Manipulating Views

The active view now looks as shown:

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 Manipulating Views

To clear the clipping, click the Clear View Clipping .

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 Manipulating Views

20. To rotate the view about the vertical discharge of the pump, click Rotate View .

The rotate view command displays a coordinate system triad at the center of the active
window.
You have several options for rotating the view:
 Select an axis of the triad or any linear geometry in the model, and enter the degrees
you want to rotate the view about the selected axis.
 Click and drag the selected axis to dynamically rotate the view about that axis.
 Click in the view away from the selected axis and drag to dynamically rotate the view in
three dimensions about the center of the view.
21. From the standard Isometric view, select the vertical pipe connected to the pump discharge
nozzle.

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22. On the Rotate ribbon, type 15 degrees.

23. Click and drag the vertical pipe to rotate the view. This allows you to look around a specific
object.
24. Select View > Previous View, and then select View > Next View.

Now, you can navigate the ten previous and next views. Previous View and Next View can
only restore the view properties for scale and orientation. They do not affect display
operations, such as Show and Hide, styles, or other view properties.
For more information, see View Menu in the Smart 3D Common User's Guide.

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SESSION 12

Selecting Objects in a Model

Objective
After completing this lab, you will be able to:
 Select objects individually, by fence, or by using filters.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Defining a Workspace Using a Volume Filter (on page 56)
 Manipulating Views (on page 62)

Overview
You can select design objects for modification with Select and Select by Filter.
The Select ribbon bar contains a Locate Filter list, which limits the selection by object type.
Each task environment provides a unique list of filter options useful for that task. Select has
the following selection options:
 Individual selection in the graphic view or in the Workspace Explorer.
 Fencing in multiple objects in the model with Inside Fence . You can choose to select all
objects within the fence or all objects within and overlapping the fence boundaries.
 Multiple selections in the Workspace Explorer.
 Single selection by typing the name in the Workspace Explorer.
 Multiple selections by typing a name with the wild card search criteria (*) in the Workspace
Explorer.
Tools > Select by Filter allows you to select objects by running a query on the objects with one
or more filters. You can access the filters with Select by Filter or File > Define Workspace.

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 Selecting Objects in a Model

Select Individual Objects Using Select

Use Select to select pipeline 400-P. After selecting the pipeline, the view should look like
this:

You can set the colors used for highlighted and selected objects in the Options dialog
box.
1. Define your workspace to display Unit U04 and coordinate system U04 CS.
2. Select Tasks > Piping.

3. Click Select .
The Select ribbon displays.

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 Selecting Objects in a Model

4. Set the Locate Filter to Pipelines to locate only piping objects.

When you are working on a specific task, you can select objects of other disciplines
by selecting All. For example, if you are working in the Piping task environment, you can
set the Locate Filter to All and select a structural member.
5. Select pipeline 400-P.

 You can change the filter after you select an object by selecting Edit > Locate Filter, or
by pressing CTRL+E.
 The Locate Zone and Dwell Time properties affect object selection in the model.
Locate Zone defines a tolerance in screen pixel dimensions about the cursor
point. Objects are located if they are within this tolerance of the cursor point. The first
object found at the cursor position is highlighted when you move your cursor over it. If

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 Selecting Objects in a Model

you pause for the specified Dwell Time, then QuickPick shows all objects that are
found at the current cursor position.

Select Objects Using Inside Fence

Select pipeline 403-P with Inside Fence . After selecting the specified objects, the view should
look like this.

1. Define your workspace to display Unit U04 and coordinate system U04 CS.
2. Select Tasks > Piping.

3. Click Select .
The Select ribbon displays.
4. Set the Locate Filter to Pipelines.
5. Click Inside Fence .
Inside Fence remains selected until you click Select or until you change the
option.

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6. Click and drag a fence around pipeline 403-P.

All objects in the fence, including pipeline 403-P, are selected.

Selecting Objects with Overlapping Fence

Select pipelines 403-P, 402-P, and 401-P with Overlapping Fence . After selecting the
specified objects, the view should look like this.

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1. Define your workspace to display Unit U04 and coordinate system U04 CS.
2. Select Tasks > Piping.

3. Click Select .
The Select ribbon displays.
4. Set the Locate Filter to Pipelines.

5. Click Overlapping Fence .

Inside Fence remains selected until you click Select or until you change the
option.
6. Click and drag a fence around pipeline 403-P, and ensure that the fence border covers part
of pipelines 402-P and 401-P, as indicated by the dotted lines below.

Pipelines 403-P, 402-P, and 401-P are now selected.

Steps for Selecting Objects by Name

Select pipeline 400-P of Unit U04 by searching for it in the Workspace Explorer.
1. Define your workspace to display Unit U04 and coordinate system U04 CS.
2. Select any task environment.

3. Click Select .
The Select ribbon displays.

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 Selecting Objects in a Model

4. Set the Locate Filter to All.

5. In the Workspace Explorer, type "400-P" in the Name field and press ENTER.

 You can type a specific filter in the Locate Filter field.

 You can select multiple objects by name by entering "*" in the search. For example, "*P"
would select all objects with names ending in "P."

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 Selecting Objects in a Model

Selecting Objects by Using Select by Filter

Select all the structural objects with an object type filter. After selecting the specified objects, the
view should look like this.

1. Define your workspace to display A2, U01.

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 Selecting Objects in a Model

2. Select Tools > Select by Filter.

The Select Filter dialog box displays.

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

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 Selecting Objects in a Model

3. Select the Catalog Filters > Default Filters > SP3D Object Filters > Object Types >
Structure filter and click OK.

You can include more than one filter by pressing the CTRL key and clicking more
filters.
All structural objects are included in the current workspace.

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Steps for Selecting Objects Graphically using Custom Filters

Select all the beams objects in your workspace by using a predefined catalog filter for beams.
After selecting the specified objects, the view should look like this.

1. Define your workspace to display A2, U07.

2. Click Select .
The Select ribbon displays.

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 Selecting Objects in a Model

3. Under Locate Filter, select More….

The Select Filter dialog box displays.

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 Selecting Objects in a Model

4. Select Catalog Filters > Default Filters > SP3D Object Filters > Object Types >
Structure > Members > Type > Beam, and click OK.

5. Click Inside Fence and highlight the entire structure.

The beams are highlighted in the model.
You can use these filters to perform the following:
 Control the selection of compound (or owner) objects versus selection of the constituent
components. For example, in the Piping task, you can locate the run, the parts, or the
features of the run.
 Filter on any object independent of the current task.
These filters remain available if you switch tasks, but they are not saved to the session file.
For more information, see Using Filters: An Overview, Filter Properties Dialog Box, and Using
the Tools Menu: An Overview in the Smart 3D Common User's Guide.

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SESSION 13

Applying Surface Style Rules

Objective
After completing this lab, you will be able to:
 Apply surface style rules to set the color and surface transparency of the objects displayed
in your workspace.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Manipulating Views (on page 62)
 Selecting Objects in a Model (on page 77)

Overview
The surface style rule lets you use color to distinguish objects for your individual modeling or
design purposes. For example, you can display objects that are on the To Do List in red. You
can show objects that have the approved status in one color and that have the rejected status in
another color. You can show a hot service pipe in one color and a cold service pipe in another
color. You can elect to show piping insulation and slabs in transparent colors so you can see the
objects behind them. You can also define style rules that show objects in their approximate
actual physical color if you are reviewing the model with a customer.
A surface style rule is the combination of a filter and an associated surface style. You can apply
any number of surface style rules to the objects displayed in your session. An object is checked
to see if it meets the filter criteria of the first surface style rule in the list of selected surface style
rules. If it does, the associated surface style is applied to that object. If it does not, the next rule
in the list is checked. If an object does not meet the criteria of any of the surface style rules, it is
displayed in the system-defined default style.
Surface style rules are applied to objects when you:
 Place a new object.
 Edit an existing object.
 Refresh the workspace.
 Select a rule in the Workspace list, and then click Apply in the Surface Style Rules dialog
box.

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 Applying Surface Style Rules

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

 Surface style rules can significantly impact the display and update performance of Smart
3D. You should use only a few rules during normal design, but may use a number of rules to
create visualizations for engineering and client reviews.
 To improve performance, use filters based on object type and properties, and limit the use of
filters based on the System hierarchy.

Create a Surface Style Rule

Create and apply a surface style rule to change the color of equipment objects to yellow. After
applying the surface style rule, the view should resemble the highlighted area below.

1. Define your workspace to display Unit U04 and coordinate system U04 CS.

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2. Select Format > Surface Style Rules.

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

The Surface Style Rules Properties dialog box appears. You can define the rule name,
filter, the applied style, and the geometric aspects of the object to which the style is applied.

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4. Type "All Equipment objects" in the Rule field:

5. Under Filter, select More….

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The Select Filter dialog box displays.

6. Select Catalog Filters > Default Filters > SP3D Object Filters > Object Types >
Equipment and Furnishing, and click OK.

 You can modify the existing styles by selecting Format > Style.
 While anyone can currently edit the surface styles (change the definition of colors), the
administrator should be the only one who exercises this function.

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 Applying Surface Style Rules

7. Under Style applied, select Yellow.

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 Applying Surface Style Rules

8. Under Select all aspects to which the style will be applied, clear all options except for
Simple Physical and click OK.

 An aspect is an alternate geometry for a design object. An object can have one or more
aspects.
The aspects to which you can apply the selected surface style rule are:
 Simple Physical - The physical geometry of the object that is suitable for visual
recognition and interference detection purposes.
 Detailed Physical - A more detailed model of the physical geometry. Currently, the
design objects delivered by Intergraph do not use this aspect.
 Insulation - Insulation geometry.
 Operation - The space around an object required for its operation.
 Maintenance - The space around an object required to perform maintenance on the
object.
 Reference Geometry - Geometry used for design reference only and does not
participate in interference checking.
 When you create a surface style rule, the rule is assigned to your active permission
group.

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9. In the Surface Style Rules dialog box, select All Equipment objects and click Add.

10. Click OK.

When an object is created or edited, it is checked against the filters of the surface
style rules starting from the top of the list. When the object meets a filter, it is assigned that
style and is not checked against the style rules further down in the list. For greatest
efficiency, you should arrange the rules such that the rules appearing at the top of the list
apply to most of the objects. Click Move Up and Move Down to change the order of the
rules in the Workspace list.
For more information, see Using Surface Style Rules: An Overview in the Smart 3D Common
User's Guide.

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SESSION 14

PinPoint Ribbon

Objective
After completing this lab, you will be able to:
 Use PinPoint to enter precision points whenever commands prompt for a point.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Manipulating Views (on page 62)

Overview
The PinPoint ribbon displays when you click PinPoint on the Common toolbar or when
you select Tools > PinPoint. PinPoint controls are active when any command prompts you to
enter a point. The PinPoint options allow you to enter precision coordinates relative to the
selected coordinate system, and precision coordinate offsets relative to any point in the model.
You can change the position of the origin used for the coordinate readouts by clicking
Reposition Target on the ribbon and then clicking a new position in the active view. You can
define the target position by entering the coordinates, or by defining a precision point found on
existing geometry. As you move the cursor around, PinPoint displays the distances between
the cursor and the target position. The target is your way of entering Delta positions. For more
information, see SmartSketch Points (on page 105).
You can lock one or more coordinate positions by entering the coordinates in the fields. You can
also use the F6, F7, and F8 to lock the East, North, and Elevation coordinates, respectively. For
example, you can position your cursor so that it finds the axis of a pipe, and then press F8 to
lock the elevation coordinate to the elevation of the pipe.

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

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 PinPoint Ribbon

PinPoint Ribbon
Sets options for moving or placing objects with precision.

Display On/Off (F9)

Displays or hides the PinPoint options and distance values. The shortcut key for this option
is F9.

Reposition Target (F12)

Changes the location of the target point. The E (X), N (Y), and EL (Z) coordinates are
relative to the previous position of the target. Also, you can reposition the PinPoint target by
pressing F12.
Set Target to Origin
Moves the target to the origin of the current coordinate system.
If a different coordinate system is selected in the Coordinate System box, you
must click Set Target to Origin to reset the ribbon values.

Relative Tracking
Moves the target to the last location you clicked. In the Relative Tracking mode, the
PinPoint target follows your mouse as you click. When toggled off, the target remains
locked in the same location until repositioned.

Properties of Active Coordinate System

Shows the properties of the active coordinate system specified in the Coordinate system
dropdown box. The dropdown lists the last seven coordinate systems selected and several
options:
 Global - Specifies the current global coordinate system.
 Select Graphically - Allows you to specify the coordinate system graphically in the
active window. Instructions appear in the status bar.
 More - Displays the Select Coordinate System dialog box. For more information, see
Select Coordinate System Dialog Box.
Coordinate system
Sets the active coordinate system. You can select the global coordinate system. Or, you can

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select a coordinate system in a graphic view or from a tree view of the workspace or
database.
Define Coordinate System by 3 Points
Defines a temporary coordinate system by three points. Point 1 defines the origin of the
coordinate system. Point 2 defines the end of the local x-axis. Point 3 defines the end of the
local y-axis.

Rectangular Coordinates
Rectangular Coordinates
Specifies the rectangular coordinates mode for the PinPoint command. This is the default
PinPoint mode. The following settings are added to the right side of the ribbon:
 Step - Specifies the PinPoint step value, which is an incremental distance along the
PinPoint coordinate axes. As you use PinPoint, your pointer snaps to locations
corresponding to the step value. You can select a step value from the list in this box, or
you can type your own value.
 E or X - Sets the distance along the E-axis or X-axis of the active coordinate system
between the target point and the current pointer location to the value that you type. The
shortcut key to lock/unlock this box is F6.
 N or Y - Sets the distance along the N-axis or Y-axis of the active coordinate system
between the target point and the current pointer location to the value that you type. The
shortcut key to lock/unlock this box is F7.
 EL or Z - Sets the distance along the EL-axis or Z-axis of the active coordinate system
between the target point and the current pointer location to the value that you type. The
shortcut key to lock/unlock this box is F8.

 Use single or double quotation marks to enclose the reference name plane. The reference
plane must belong to the active coordinate system.
 Multiplication is supported. Parentheses are not supported as part of input, but the software
uses standard computation operator precedence. However, expressions involving
multiplication should use only one length unit. Examples include 'F13' + 2*4m*3 and "F13"-
2*3*4m, - 3*4cm-3m*2+6".
 If an error occurs because of an invalid expression, see the Troubleshooting Reference
Guide available from Help > Printable Guides for more information.

Spherical Coordinates
Spherical Coordinates
Specifies the spherical coordinates mode for the PinPoint command. The following settings
are added to the right side of the ribbon:
 Distance - Sets the distance between the target and the pointer location. The shortcut
key to lock/unlock this box is F6.
 Horizontal - Sets the horizontal angle, which is measured clockwise from the N-axis or
Y-axis. This angle is in the horizontal plane. The shortcut key to lock/unlock this box is
F7.

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 Vertical - Sets the vertical angle, which is measured counter-clockwise from plan
horizontal. This angle is from the horizontal plane. The shortcut key to lock/unlock this
box is F8.
When you use spherical coordinates and lock the absolute distance, you must also
lock at least one of the angle boxes on the ribbon. You cannot unlock an angle while the
absolute distance is locked and no other angle is locked.

Cylindrical Coordinates
Cylindrical Coordinates
Specifies the cylindrical coordinates mode for the PinPoint command. The following
settings are added to the right side of the ribbon:
 Radius - Sets the radius of the cylinder. The shortcut key to lock/unlock this box is F6.
 Theta - Sets the horizontal angle, measured from North and clockwise. The shortcut key
to lock/unlock this box is F7.
 Z - Sets the height of the cylinder. The shortcut key to lock/unlock this box is F8.
The following graphic represents how the cylindrical measurements are set:

Lock and Unlock

Use Lock and Unlock in conjunction with the settings dropdowns for the Rectangular
(F6), Spherical (F7), and Cylindrical (F8) coordinates. The current state of the button indicates
whether the setting is locked or not. Deleting the contents of the box automatically unlocks the
setting.

Practice Using Precision Point Tools

When a command prompts you to enter a point, you can enter the exact point with PinPoint and
Smartsketch precision point hot spots on graphic objects. PinPoint allows you to view and enter
coordinates relative to the coordinate system of your choice.
1. Define a workspace to display all systems of the training plant.
2. Select Tasks > Equipment and Furnishings.

3. Click PinPoint to activate the PinPoint ribbon.

The PinPoint ribbon displays.

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4. Under Coordinate system, select More….

 Previously selected coordinate systems display in the list along with the delivered
options.
 All coordinates are stored in the database relative to the native global coordinate
system. You cannot edit the global coordinate system. You can create other coordinate
systems in the Grids task to use as convenient references for modeling different
portions of the plant.
5. Select U04 CS and click OK.
Select Graphically prompts you to select an object in the model. You can select a
coordinate system by pointing at the coordinate system graphic, or you can select any
object that has a local coordinate system, such as an equipment object or a structure
member.
6. Select Select graphically, select a structure member, and select equipment T-162.

7. Under Coordinate System, select U04 CS.

After you select the active coordinate system, you must define the origin from
which the displayed coordinates are measured, or the target. The target allows you to view
and enter coordinates relative to any point in the model. When you change the active
coordinate system, the target position does not move. You can set the target to the origin of
the active coordinate system with Set Target to Origin .

8. Click Set Target to Origin .

9. Click Rectangular Coordinates .

The rectangular coordinates display the coordinates of the current cursor position relative to
the target.
10. Select equipment 41V-101 and click Move .

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Move To is selected by default.

Grid lines connect the target to the new location along the active coordinate system, and the
coordinates of the new location display.
11. Press F9 to turn off the PinPoint graphics, and then press F9 again to turn the display back
on.

You can set the target location to get coordinates relative to any point in the
model.

12. Click Reposition Target and hover over the midpoint of the indicated member, or hover
over the midpoint and press F12.
A glyph displays indicating a midpoint.

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13. Click Move From to select a different reference point on the equipment.
14. Hover over the top nozzle of equipment 41V-101 and press F12 to set the target to the
nozzle point.
15. Hover over the nozzle and click to set the nozzle point as the "move from" point.

You can also click Relative Tracking before you click Move From . This
automatically resets the target to the last point you enter.
16. Set and lock the East and Elevation coordinates to 0.00 m, so that movement is only
permitted along the North axis.
17. Hover over the midpoint of the indicated member and click to move the equipment.
The nozzle point is moved to the north middle of the equipment.

18. Select Edit > Undo to undo the move.

For more information, see Using the Tools Menu: An Overview in the Smart 3D Common User's
Guide.

Quiz:
1. Which types of coordinates can you define on the PinPoint ribbon?
2. Which of the following options can you use to change the target position?






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SESSION 15

SmartSketch Points

Objective
After completing this lab, you will be able to:
 Use the SmartSketch options to locate precision points.
 Use SmartSketch points and PinPoint to enter precision points.
 Use the Add to SmartSketch List ribbon options to locate SmartSketch points in dense
models.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)

Overview
When a command prompts you to select a point in the model, the software activates the
SmartSketch point location function. When you are near a SmartSketch point, the geometric
objects are highlighted and a small glyph displays the specific type of precision point found.
When you click to enter the point, the precision point's coordinates, type, and objects are
supplied to the command. Many commands create associative point relationships that maintain
the precision point location if the geometric objects are modified.
To understand the modification behavior of the different design objects, it is important to
understand when associative points are established.
The basic types of SmartSketch points are:
 Key points on connection ports, such as piping nozzles, conduits, HVAC, and foundation
ports.
 Key points on geometry, such as end points, divisor points, points along a linear object, and
the center of a circle.
 The intersection point of two linear objects, or a point along the intersection of two planes.
 Linear relationship points. When a command prompts for two points, you can use the points
to create a line parallel or perpendicular to another linear object or axis.
You can only locate SmartSketch points on objects that have been added to the SmartSketch
list. You can add objects to this list automatically by hovering over the object for the designated
dwell time, or you can adding objects to the Smartsketch list manually by pressing CTRL+D and
selecting objects. Manually adding objects to the list is useful if your model is so dense that it is
hard to locate the SmartSketch point on a specific object of interest.
You can lock and unlock relationships to keep track of SmartSketch points as you search for
other points in the model. To lock a relationship, wait until a relationship indicator displays and

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click click the middle mouse button. To unlock a relationship, click the middle mouse button
again. Locking and unlocking relationships is also helpful if you want to isolate points in a dense
model.
Add to SmartSketch List allows you to control the behavior of the precision point location.
The Add to SmartSketch List ribbon displays:

SmartSketch Options - Displays the Options dialog box, which allows you to specify the
SmartSketch points that you want the software to locate.

SmartSketch Properties Dialog Box

Specifies the SmartSketch relationship indicators you want to use in your workspace. This
dialog box appears when you click SmartSketch Options on the Add to SmartSketch List
ribbon.

Direction
Reference axis aligned

Displays when you move the pointer so that the object that you are placing is aligned
with either the E-, N-, EL-axis (X-, Y-, Z-axis) of the active coordinate system. For example,
if you are routing a pipe that moves parallel to the E-axis (X-axis), this indicator appears.
Show me

Point
Key point

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Displays when you move the pointer over the end of an element to which you can attach
other elements.
Show me
Nozzle or other port point

Displays when you move the pointer over an equipment nozzle or other port. Press F2
to toggle this option on and off.
Show me nozzles
Show me pipe ends
Center point

Displays when you move the pointer over the center of a circle or arc.
Point on curve

Displays when you move the pointer over any connection point on an object, such as a
nozzle on a piece of equipment.
Intersection

Displays when you move the pointer over points where two or more objects overlap.
Show me
Perpendicular

Displays when you move the pointer so that a perpendicular relationship between two
objects is recognized. For instance, when you connect two pipes at a 90 degree angle, this
indicator appears.
Show me
Parallel

Displays when you place an object parallel to another object in your workspace. When
this indicator appears, the software highlights the parallel objects. For example, if you add a
section of pipe that runs parallel to another piece of pipe anywhere in your workspace, this
indicator appears, and both objects are highlighted.
Show me
Divisor point

Displays when you move the pointer to the points where a line divides equally for the
number of divisions that you set. A drop down list lets you choose from 2 to 7 divisions for
the line. For example, if you select 4 for the number of divisions, you get a divisor point at ¼,
½, and ¾ of the length.
Show me

Surface
Point on surface

Displays when you move the pointer over any location point on a surface object, such
as a slab. Press F3 to toggle the option on and off.
Show me

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Virtual Box

Displays when you move the pointer to a bounding plane surrounding a graphical
object. These bounding planes work only in conjunction with Point on curve and Offset.

Offset

Displays when you move the pointer to a location that is the specified offset from a
selected element or line. Offset also displays Offset from surface.
You must define a projection plane to use Offset.
Offset from surface - Displays when you point to the location of a line that is offset
from the intersection of your selected projection plane with a surface that is in the
SmartSketch locate list. For example, if you are locating the end of a pipe, the indicator
appears along the line that is offset from the intersection of the projection plane with the web
plane.

The offset line is often easiest to locate if your view direction is perpendicular to the
projection plane.

Object
Edges on solids

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Displays when you move the pointer over the edge of a solid object.
Silhouette edges
Displays when you move the pointer over the silhouette edges of surfaces. The
silhouette edges are the outside edges of the surface with respect to your view.

SmartSketch 3D List
Locate only from list
Specifies that the software locates objects on the SmartSketch list defined when you use
Add to SmarkSketch List . For more information, see Add to SmartSketch List.
Dwell time for stack
Specifies the number of seconds that should lapse as you pause the pointer over an object
in the graphic view before that object is added to the stack.
Size
Specifies how many objects are added to the stack before the software begins removing
previously added objects. The value in this box must be an integer greater than 1.

 Many of the Add to SmartSketch List controls also are available on the SmartSketch tab
of the Options dialog box.
 You can press F3 to toggle the relationship indicator for locating surfaces on and off.

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 Press and hold X to temporarily disable SmartSketch.

 The shortcut keys to turn on SmartSketch select mode are CTRL+D.
 To clear the SmartSketch list, press CTRL + SHIFT + D.
 The shortcut keys to set a lock constraint in SmartSketch are CTRL+L.

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Placing Construction Graphics

Objectives:
After completing this lab, you will be able to:
 Place all types of 2D construction graphics.
 Configure and display the Point Grid.
 Use and understand the PinPoint control better.

Prerequisite Knowledge:
 Smart 3D user or administrator

Overview:
The Construction Graphics command provides the designer:
Tools to place 2D geometry in the 3D model to enhance communication between the design
disciplines.Construction graphics include Lines , Line strings , Arcs , Circles , and
Rectangles .
Construction graphics can represent any object that you have not yet placed but that must
interact with other designed objects. The graphics can also substitute for edges or centerlines
for objects that you cannot place because of permissions. Alternately, construction graphics can
serve as guidelines for design procedures that you cannot represent using SmartSketch 3D.
Construction graphics are organized in the system hierarchy. You can place construction
graphics in all systems, except for Pipeline systems. You can create a system in the Systems
and Specifications task or in the Workspace Explorer. The software automatically names and
groups construction graphics underneath the selected system in the Workspace Explorer.
Construction graphics display initially with standard solid lines. However, you can use surface
style rules to modify the appearance and color of the lines.
Construction graphics are not included in view styles and do not display in volume orthographic
drawings without the customization of view styles. Additionally, you cannot associate placed
objects with construction graphics. For example, you cannot "lock" an object to a construction
graphic to move the object and the graphic together.
Interference Detection does not check construction graphics.
Construction graphics are not physical objects. Therefore, although construction graphics are
saved in the model, graphics placed in a previous session are not automatically visible when
you next open the session. To view previously placed construction graphics, you must turn on
Reference Geometry by selecting Format > View. Under Selected Aspects, select Reference
Geometry. The software automatically turns on Reference Geometry when you place
construction graphics in the current session.

Construction Graphics Ribbon

Provides options for placing construction graphics to represent objects that you have not yet
placed in the model.

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System
Selects the system under which the graphics are grouped.
Graphic Type

Displays graphic options. Select from the Line , Line String , Arc , Circle , and
Rectangle commands.
Plane
Selects the plane on which to place the selected construction graphic. Select from
Plane/Elevation View , East-West Plane , North-South Plane , and No Plane
.
Point

When used with the Line and Line String commands, Point specifies the Start
point or End point of the selected construction graphic. The Draw command also
allows you to specify points when placing other construction graphics, as described below.
Draw
Designates specific points by which to place the selected construction graphic. Select point
options from a list.
These options are specific to the Arc , Circle , and Rectangle commands.
Arc
By 3 points allows you to place an arc by specifying three points of reference. Use
the Define start point of arc , Define point on arc , and End point of arc
commands to draw the arc.
By Center allows you to place an arc by specifying a central point of reference. Use
the Center of arc , Define start point of arc , and End point of arc
commands to draw the arc.
Circle
By 3 points allows you to place a circle by specifying three points of reference. Use
the Define first point on circle , Define second point on circle , and Define
third point on circle commands to draw the circle.
By Center allows you to place a circle by specifying a central point of reference.
Use the Center of Circle and Point on Circle commands to draw the circle.
Rectangle
By 3 points allows you to place a rectangle by specifying three points of reference.
Use the First vertex of rectangle , Second vertex of rectangle , and Define
height by point of rectangle commands to draw the rectangle.
By 2 points and direction allows you to place a rectangle by specifying the point of
direction. Use the Select point of direction , First vertex of diagonal , and
Second vertex of diagonal commands to draw the rectangle.
Finish
Ends a line string that you have just placed. This action is only available with the Line
String command.

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Name
Defines a name for the construction graphic that you have just placed.
Close
Closes the ribbon and returns you to the main window.

Getting Started
1. Define workspace to show U01
2. Select the PinPoint command from the Common toolbar.

3. Select the Coordinate System drop down, select "More" and then select the U01 CS from
the CS folder. Click OK to set the active CS.
4. Expand A2, select the U01 system folder and while holding the control key, select the CS
folder as well. Now select Tools>Hide. This will hide all the model graphics.
5. On the Workspace Explorer (WSE), expand the U01 system folder, select the Construction
Graphics folder and select Tools>Show.
6. Expand the Structural folder, then expand the Slabs folder. Select Slab-1-0021 from the
WSE, right click and select Show to display the base slab.
7. Fit the View.

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Place Construction Lines to Communicate the

Expansion Joint Locations on the Slab
1. Click the Reposition Target button on the PinPoint ribbon.

2. Select the top-front corner of the slab as shown below. It is important to have the "end point"
glyph showing when setting the target.

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3. Select Insert>Construction Graphics to start the new Construction Graphics placement tool.
The Select System form is displayed.

4. Expand the Construction Graphics folder and select the Structural system as shown above
and click OK.

5. In the Name field, enter ExpansionJoint_1.

6. The Line type button is active and you are prompted to "Define the start point of the line". In
the PinPoint ribbon, enter 0 for East, 14 ft for North, and 0 for the Elevation. (Make sure the
coordinates "lock" when you enter the value.)
7. Left click anywhere in the graphic view to place the first point. The system will notify the user
that the Reference Geometry aspect has been turned on. Click OK to dismiss the form.

All Construction Graphics are automatically placed in the Reference Geometry

aspect. This cannot be changed.

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8. Move your cursor in the N/E direction until the "E" direction glyph is shown, then move to the
edge of the slab so both the "E" glyph and the intersection glyph are shown and left click to
place the expansion joint line.

9. Click the "Start" Point button to start a new expansion joint line.

10. In the Name field, change the name to ExpansionJoint_2.

11. In the PinPoint ribbon, enter 0 for East, 28 ft for North, and 0 for the Elevation. Left click
anywhere in the graphic view to place the first point.
Previously used PinPoint dimensions can be selected from the drop-down lists for
each direction to save time.

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12. Move your cursor in the N/E direction until the "E" direction glyph is shown, then move to the
edge of the slab until the "divisor" glyph is shown and left click to place the second
expansion joint line.

13. In the Name field, change the name to ExpansionJoint_3.

14. In the PinPoint ribbon, enter 0 for East, 42 ft for North, and 0 for the Elevation. Left click
anywhere in the graphic view to place the first point.
15. Move your cursor in the N/E direction until the "E" direction glyph is shown, then move to the
edge of the slab so both the "E" glyph and the intersection glyph are shown and left click to
place the expansion joint line.

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16. The WSE and model should look like the pictures below.

Displaying the Point Grid

The Point Grid display has been added to provide users a tool to help visualize distances and
proportions during the 3D modeling process. The user can set the distance between the Primary
Points and the number of secondary points between the Primary Points. The points are not
locatable and only provide a visual reference for the user.
1. Select Tools>Show All to display all the hidden graphics.

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2. Using the Common View tool, set the view to Plan and Fit the view.

3. On the PinPoint ribbon bar, set the Coordinate System to Global and set the Target to
Origin.

Note: The Point Grid is always set relative to the Global CS. It cannot be set relative to the
Designed coordinate systems placed by the users. Also, the Point Grid is only displayed in
selected standard orthographic views and not the isometric views. If multiple views are
being used, the Point Grid must be turned on/off in each view manually or a view template
can be created and used.
4. Select Tools>Options command to display the Options form.

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5. Select the Point Grid Display tab. Set the Primary Point Distance to 10 ft. Set the Secondary
Point Spacing to 10 (putting them at 1ft intervals). Click OK to save the settings.

6. Select the Format>View command to display the Format View form.

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7. Check the Point Grid Display box at the bottom of the form as shown above and click OK.
The Point Grid will display in the selected orthographic view.

8. Zoom in around the North end of the model and notice the intermediate points become
visible the closer you zoom in.

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9. On the PinPoint ribbon, set the Step value to 1 ft.

Place Construction Rectangle to Reserve Equipment

Space
Another vessel similar to the one at the south end of the structure will be placed at
the north end. In the steps below a rectangle will be placed to reserve the space for the second
vessel.
1. Select the Insert>Construction Graphics command again.
2. Select More from the System drop-down list. Expand A2>U01>Construction Graphics and
select the Equipment system folder.

3. Select the Rectangle Graphic Type button on the Construction Graphics ribbon.

4. Enter "Vessel2_Location" in the Name field.

5. To "Define the start point on the rectangle edge", in the PinPoint ribbon, enter "0 ft" for the
Elevation to lock in the sketch plane.
6. Move your cursor around in the graphic view. Note that the step spacing set in the PinPoint
ribbon matches the Point Grid display and the cursor appears to "lock" on each point. The
rectangular shape for the vessel will be 34’x6’.

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7. Position the cursor on the point shown below, which is 10’ from the slab and parallel to the
edge.

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8. Enter "0 ft" for the Elevation again to lock in the sketch plane. Move the cursor East ("E"
glyph is shown). Left click on the point as shown below to place the second point of the
rectangle 34’ from the first point.

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9. Move the cursor due North ("N" glyph shown), lock the Elevation at "0 ft" again, and click on
the point 6’ north of the previous point to place the rectangle as shown below.

10. Right click to terminate the command.

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Place Construction Line String to Show Missing

Pipeline
1. Using the Common View command, set the view to the right corner Isometric as shown
below and Fit the view. Note the Point Grid is not shown in isometric views.

2. In the PinPoint ribbon, set the Coordinate system back to U01 CS, clear the Step field and
click the Set Target to Origin button.

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3. Zoom in around the pipe end and vessel nozzle as shown below.

4. Select the Insert>Construction Graphics command again.

5. Select More from the System drop-down list. Expand A2>U01>Construction Graphics and
select the Piping system folder.
6. Select the "Line String" Graphic Type button.
7. Enter "MissingPipe_1" as the name for the Line String.

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8. Select (left click) the vessel nozzle as the start point of the Line String.

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9. Move the cursor straight up so the "U" glyph is displayed. With the "U" glyph showing, click
the middle mouse button to lock in the vertical axis. Now left click on the pipe end as shown
below to set the height.

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10. Move the cursor East until the "E" glyph is displayed. With the "E" glyph showing, click the
middle button to lock in the East axis. Now left click on the pipe end again to set the east
distance.

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11. Move the cursor and left click on the pipe end once more to end the route.

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12. Click Finish to complete the Line String.

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Place Construction Circle to Reserve Vertical Vessel

Space
1. Using the Common View command, set the view to the left corner Isometric as shown below
and Fit the view.

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2. Zoom in around the free end of the pipe as shown below.

3. Select the Insert>Construction Graphics command again.

4. Select More from the System drop-down list. Expand A2>U01>Construction Graphics and
select the Equipment system folder.
5. Select the "Circle" Graphic Type button.
6. From the Draw drop-down list, select the "By Center" option.
7. Enter "Vertical_Vessel" as the name for the Circle.

8. To define the center point at the base of the vessel, in the PinPoint ribbon, enter 19 ft for
East, 29 ft for North, and 0 for the Elevation. Left click in the graphic view to define the
center point of the Circle.
9. Select the Plane drop-down list and select the Plan Plane option. The will keep the circle
planar regardless of the point used to define the radius.

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10. Select the end of the pipe as shown to set the radius and place the Circle.

11. Close the Construction Graphics command.

12. Review the Workspace Explorer to ensure that the construction graphics were placed in the
appropriate system folders.

Adding Notes and Tooltips to Construction Graphics

1. Select the Vertical_Vessel circle placed above from the Workspace Explorer.

2. Select the Properties button.

3. Select the Notes tab.
4. Select the New Note button.
5. Select Design from the Purpose of Note drop-down list.

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6. Key in the Note Text field "Locate Vessel Here" as shown below.

7. Click OK to add the note.

8. Select Tools>Options from the main menu.

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9. Select the ToolTips tab.

10. Click in the blank Object Type field and select the "…." button to display the Select Object
Type form.
11. Expand the Common node, select the Construction Graphics folder and click OK.

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12. Click in the blank Label to Use… field and select Catalog Data Labels to display the Select
Label form.

13. Expand the Base Templates folder and select Base Template for ToolTip from the top of the
list and click OK.

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14. Select the Base Template on the form and the Edit ToolTip button.

15. Clear the entries from the Layout field at the bottom of the form by selecting each section of
text and clicking the Delete button (red X) as shown on the left below.

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16. Next, select the Add… button under Properties as shown on the right above. The Select
Properties form is displayed.

17. For the "Object type used as the basis…"; select More… from the list drop-down, expand
Common and select Construction Graphics from the list. Click OK to complete the selection.
18. Use the drop-down list to set the Relationship to Object to Note.
19. For the Related object type select More… from the drop-down list, expand the Common
node, select General Notes and click OK.

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20. Make sure the Display properties in this category field is to Standard as shown below.

21. Select the Text property as shown above and click OK.
22. Select the Text property from the list and click the Add button to add it to the Layout field as
shown on the left below. Put the cursor at the end of the string and click the Enter key to
move the cursor down a line.

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23. Select the Name property from the list and click the Add button again to add it to the Layout
field as shown above on the right. Click OK to dismiss the Edit Tooltip form.
24. Click OK to dismiss the Options form.

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25. Move the cursor over the circle placed previously to see the new tooltip. By setting up a
Note and a ToolTip for the construction graphics, users can easily communicate the reason
for the construction graphics to other designers on the project.

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SESSION 16

Measure Ribbon

Objective
After completing this lab, you will be able to:
 Measure distance, radius, and angle.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Manipulating Views (on page 62)

Overview
The Measurement ribbon displays when you click Measure or when you select Tools >
Measure. The measurements are temporary and are not stored in the model. You can specify
the units of measurement under Units of Measure in the Options dialog box.

Measure allows you to do the following:

 Measure the distance between two points.
 Measure the minimum distance between two objects.
 Display the diameters and radii of holes and fillets.
 Determine the angle between two lines or surfaces.
 Display the cumulative sum of measurements.

Measure Ribbon
Sets options for measuring distances and angles by three-dimensional representation of the E-,
N-, and EL-axes (X-, Y-, and Z-axes).

Coordinate System Properties

Shows properties of the active coordinate system.
Coordinate system
Assigns the coordinate system to use to define the axis directions.

Define Coordinate System by 3 Points

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

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Measure Distance Between 2 Points

Measures the linear distance between two key points. A key point is any point that you can
highlight with the SmartSketch relationship indicators.

Measure Minimum Distance

Measures the shortest distance between two objects.
The software does not use the SmartSketch list when measuring minimum
distance. The SmartSketch list is used, however, when measuring distance.

Measure Distance Along Element

Measures from a reference point on an element to the last point clicked on the element, or
along the entire element by pressing A on the keyboard. This mode is similar to the Point
Along command.

Measure Radius and Diameter

Measures the diameter or radius of a hole or fillet.

Measure Angle Between 3 Points

Measures the angular value between three key points or two surfaces.

Measure Angle Between Objects

Measures the angle between two objects in the model.
Plane
Measures the minimum distance between two objects as projected to a selected plane. The
following options are available:
 No Plane - Measures the minimum distance between the two objects.
 Plan Plane - Calculates the apparent minimum distance between the two selected
objects. The software calculates the minimum distance along the east and north
coordinates and displays it on the ribbon bar. The minimum distances also displays in
the graphic view using the annotation texts at the middle point of the solid yellow lines.

 Elevation Plane - East West - Calculates the minimum distance along the north
and elevation coordinates and displays it on the ribbon bar. The distance also displays
in the graphic view using the annotation texts at the middle point of the solid yellow
lines.
 Elevation Plane - North South - Calculates the minimum distance along the east
and elevation coordinates and displays it on the ribbon bar. The distance also displays
in the graphic view using the annotation texts at the middle point of the solid yellow
lines.

Clear
Resets the Cumulative box to zero.
Cumulative
Sums repeated measurements until you clear this box or switch between angle and distance
modes.

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The remaining controls on the ribbon (defined below) depend on your selection of measuring
distance, minimum distance, or angle.

Measuring Distance
Distance
Displays the distance value. You can specify the units by clicking Tools > Options and
selecting the Units of Measure tab.
 East (X)
Displays the distance along the E-axis (X-axis).
 North (Y)
Displays the distance along the N-axis (Y-axis).
 Elevation (Z)
Displays the distance along the EL-axis (Z-axis).

Measuring Minimum Distance

Minimum Distance
Displays the minimum distance value. You can specify the units by clicking Tools >
Options and selecting the Units of Measure tab.
 E (X)
Displays the distance along the E-axis (X-axis).
 N (Y)
Displays the distance along the N-axis (Y-axis).
 EL (Z)
Displays the distance along the EL-axis (Z-axis).

Measuring Radius or Diameter

Radius
Displays the radius of the hole or fillet.

Diameter
Displays the diameter of the object.

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Measuring Angles
Angle
Displays the angle measurement. You can specify the units by clicking Tools > Options
and selecting the Units of Measure tab.
Apparent angle
Measures the angle of the lines projected onto the active view plane. If lines intersect
(coplanar), then both the Angle and Apparent angle boxes display values. If lines do not
intersect (are not coplanar), then only the Apparent angle box displays a value.
Copy Measurement

Copies the measurement values from the ribbon.Measure the minimum distance between
two objects
1. Open Tools > Options > SmartSketch and select Edges on solids.

2. Click Measure Minimum Distance .

3. Select the pump and the column.
The minimum distance between the two objects and the distance along the active
coordinate system axes display on the Measure ribbon and the graphic view, as
shown below.

Measure the minimum distance between two objects as projected to a selected plane
1. Click Measure Minimum Distance .
2. Select a pipe and a nozzle, as shown below.

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3. Under Plane, select Elevation Plane - East West .

Measure the distance between two points

1. Click Measure Distance Between 2 Points .
2. Select the two nozzles on the tank shown below.
The absolute distance between the two points and the distance along the active coordinate

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system axes display on the Measure ribbon and the graphic view.

Measure the angle between objects

1. Click Measure Angle Between Objects .
2. Select the column and the brace shown below.
If the lines or planes defined by the selected objects intersect, the angle between them
displays on the Measure ribbon. If they do not intersect, only the apparent angle found by
the projection to the view plane displays.

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Measure the angle between three points

1. Click Measure Angle Between 3 Points .
2. Select the first, second, and third points.
The angle defined by the three points displays on the Measure ribbon.

Find the centroid of an object

You can now find the centroid of cylinders, curves, spheres, boxes, circles and lines using Tools
> Get Point.
1. Define your workspace to display Unit U01 and coordinate system U01 CS.
2. From Common Views, select Looking East.

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3. Select Tools > Get Point.

4. Click the front of equipment E-102.

The selected part is outlined.

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The center of the pump is selected.

For more information, see Using the Tools Menu: An Overview in the Smart 3D Common User's
Guide.

Quiz:
1. How do you define a temporary coordinate system?
2. What options change on the Measure ribbon if you select different measurement modes?
3. Which measurement options measure the shortest distance between two objects?

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SESSION 17

Assigning Objects to WBS Items

Objective
After completing this lab, you will be able to:
 Assign objects to a Work Breakdown Structure (WBS) item.
 Describe uses for the Work Breakdown Structure.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Manipulating Views (on page 62)
 Selecting Objects in a Model (on page 77)
 Applying Surface Style Rules (on page 90)

Overview
The Work Breakdown Structure (WBS) allows you to define additional groupings of design
objects. This is useful when you want to divide the design for contracting or fabrication
purposes.
The first level of grouping object is the Project, or As-Built. This grouping helps owner operators
manage the project work on existing facilities. EPCs can use the Project grouping for major
divisions of responsibility. An object can only belong to one project.
You can nest additional types of groupings, called WBS Items, under the project. To assign an
object to a WBS Item, it must be claimed to the same project as the WBS Item. An object can
belong to more than one WBS Item. Your company can customize the type of WBS Item by
editing the Catalog. The default types delivered with the product are suitable for contracting
activities in the different disciplines. For example, the piping application uses the WBS Item
groupings to manage the assignment of pipes to specific isometric drawings.
You can assign objects to WBS projects and items after they are created. You can also assign
the objects automatically as you create them. If the current active group is a project, all new
objects are assigned to that active project when they are created. If the current active group is a
WBS Item, objects are first assigned to the parent project of the WBS Item, and then to the WBS
Item.
When you edit an object, it retains its current project and/or WBS Item relationship. You change
the project parent of an object by selecting the object and running Claim. You can change the
WBS Item relationship with Assign to WBS.

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Manually Assign Objects to a WBS Item

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

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1. Define your workspace to show Unit U02 and projects under the WBS Hierarchy using the
compound filter created below.
2. First, define a filter named U02 that select U02 and U02 CS on the System tab

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3. Next, define a filter named WBS that selects the plant root node on the WBS tab

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4. Finally define a compound filter named U02 and WBS that select both the above filters with
an OR operator.

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5. Select Tools > Select by Filter to select the objects with filters.

6. Select Catalog > Default Filters >SP3D Object Filters > Object Types > Structure, and
click OK.

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The system highlights all structure objects in your workspace.

7. Under WBS, select More….

The Select Active Project dialog box displays.

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8. Select Project1 and click OK.

If Project1 is not available, select Database to display WBS Items found in the
database.
9. Select Project > Claim to associate all the selected objects with Project1.

 Claim creates a relationship between the selected objects and the active project. If you
are working in the Project mode in SmartPlant Enterprise, this relationship is
communicated to the SmartPlant integrated environment.
 An object can be related to a single project. If you attempt to claim an object that
belongs to another project, the claim fails. To move an object from one project to
another, use Release Claim and then claim the object to a different project. SmartPlant
Enterprise requires this two-step change process.

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 An object must be claimed to the project of the selected WBS Item before using Assign
to WBS.
 You must have write access to the Project to claim an object to a project. This prevents
people from creating objects within groupings they do not control. A person on a
workshare site can claim objects to a project even if the host owns the project's
permission group. The person making the claim at the remote location must be
assigned write access to the project’s permission group on the host. The same rules
and behavior apply to assignment of objects to WBS Items.
10. Re-define your workspace using the Plant Filters > Training Filters > WBS filter
11. Right-click Project1 and select Create WBS Item.
The Create WBS Item dialog box displays.
12. Set the properties for the WBS Item as shown, and click OK:

 The available Type and Purpose values are defined in the Catalog.
 If Exclusive is set to True, it prevents a given object from being assigned to another
WBS Item of the same Type and Purpose. If Exclusive is set to False, a given object
can belong to multiple WBS Items of the same Type and Purpose.
 WBS Assignment controls the behavior of the Assign to WBS command. If you set
WBS Assignment to System and then assign a system to a WBS Item, Assign to
WBS automatically assigns all objects nested under the system to the WBS Item as
well. If you set WBS Assignment to Assembly, the system children are not
automatically assigned to the WBS Item at the time of its creation, but it automatically
assigns the children of assemblies.
 The system assignment overrides any individual assignment that you may have
previously made on objects to exclusive WBS Items.

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13. Re-select all structural objects using the Tools > Select by Filter command as above
14. With all structural objects, highlighted, select Project > Assign to WBS….
The Assign to WBS dialog box display.

15. Select Project 1 > Civil Contract1 and click OK to create the relationships between the
objects and the selected WBS Item.

 If you want to verify whether the structural objects have been assigned to the WBS Item,
you can review the properties of the objects in the Relationship tab of the Member

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Part Prismatic Properties dialog box. You can also right-click the WBS Item and select
Select Nested to select all nested objects under the WBS Item.

 The objects related to WBS Items are not shown in the WBS tab in the Workspace
Explorer.

Automatically Assign Objects to a WBS Item

You can also assign objects to a project and WBS Item automatically as the objects are created.
1. Under Active WBS, select More….
2. Select the active WBS Item and click OK.
3. Create objects in the model.
As objects are created, they are automatically assigned to the active WBS project and/or
WBS Item.

 If a WBS project is chosen as the Active WBS, then all objects you create are automatically
assigned to that project. The access control rules that control manual assignment apply for
the automatic assignment.
 If a WBS Item is chosen as the Active WBS, then only specific object types are
automatically claimed to the parent project of the WBS Item and then assigned to the WBS
Item. Only the lowest-level objects that are included in deliverables and have identity are
automatically assigned. In other words, design objects, such as piping features, or grouping
objects, such as pipelines, are not automatically assigned, but piping parts are assigned.
You must manually claim any system object to a Project and manually assign it to a WBS
Item.
For more information, see Using the Project Menu: An Overview and Managing WBS Items and
Projects: An Overview in the Smart 3D Common User's Guide.

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SESSION 18

To Do List

Objective
After completing this lab, you will be able to:
 Use the To Do List to view and correct model data inconsistencies.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Applying Surface Style Rules (on page 90)

Overview
The To Do List displays issues or inconsistencies that need to be resolved in your model. It is
critical to review the To Do List often to eliminate the problems. There are three basic types of
issues:
 Out of Date - An object has been modified but not updated. To update an object, you must
have write permissions. You cannot update an object with a Working status. You can delay
updating dependent objects in other permission groups under the Selected PG tab in the
Options dialog box. If an object's reference data changes, you can use Synchronize
Model with Catalog to add objects to the To Do List as Out of date.

 In Error - The object is in an error state. The reason for the error is one of the following:
a. The object is dependent on changes in catalog data that resulted in a calculation error.
b. A required input object has been deleted.

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c. System-required data integrity rules are violated when the object is updated.

 Warning - Data integrity rules that may be broken by an object are not serious enough to
require repair before generating design deliverables.

For more information about a specific problem, click Help .

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

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You can view the number of new To Do List records from the To Do Record Meter
located on the status bar.

To Do List Dialog Box

View > To Do List displays objects in the workspace that have inconsistent data. The To Do
List dialog box allows you to edit these objects from a single location. To correct errors, select
objects from the list and modify them using the appropriate commands on the Edit ribbon.
Check your selection filter setting if you are having trouble selecting a To Do List entry. The To
Do List displays objects in gray that you cannot update.
You can change the sort order of items in the To Do List by clicking column headings. The
default sorting is alphabetical with Error objects listed and then the Out-of-date objects.

Properties
Opens the To Do List Properties dialog box, which allows you to choose the objects that
appear in the To Do List, as well as choosing display options. For more information, see To
Do List Properties Dialog Box.

Update
Updates the selected out-of-date objects. This option is disabled if:
 The object has a non-working approval status. Working status is set on the
Configuration Tab of the object's properties.
 The object belongs to another global workshare site.
 You do not have sufficient permissions to edit the object.

Filter To Do List by Select Set

Shows only those To Do List entries that are related to the selected objects in the graphical

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views or Workspace Explorer. When the To Do List contains hundreds or thousands of

records, this option can be useful for filtering the To Do List.
If no objects exist in the select set when this option is checked, the To Do List appears
empty. This option works in conjunction with the other check boxes under List on the To Do
List Properties dialog box. For example, if the Only objects which the user has
permission to resolve box is checked, then nothing shows in the To Do List if you select
an out-of-date object that you do not have permission to resolve.
Clear Filter
Removes the select set filter from the To Do List and displays all records for the workspace.

Review Status
Changes the Review status of the selected To Do List entry. The Review status is either
blank or Ignored.
Help
Opens the Troubleshooting help file, which contains information about To Do List
messages. To go directly to information about a message, select the message from the list,
and then click Help .

Auto Fit
Automatically fits in a graphic view the object associated with the To Do List entry that you
selected in the listing.

Note
Provides an expanded description of the problem. Point to the text in this field to display the
informational note as a ToolTip. The software automatically creates the note and its
contents.
Object name
Lists the name of an object, if assigned (for example, Pump No. 42). For an entry in a
nested constraint system, Constraint Set is displayed.
State
Specifies if the objects on the list are in an Out of date or Error state.
Changed by
Lists the user name of the person who changed the object that caused the Out of date or
Error state.
Date modified
Displays the date and local time when the object was modified, which resulted in a failure to
recompute.
Discipline
Displays the discipline of the object with the To Do List entry.
Review status

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Displays the review status of the To Do List entry. The status is either blank or Ignored. By
default, this field is blank. To change the Review status of an entry, select the entry and click
the Review Status button .

Fixing Objects In Error

You can edit an object on the To Do List by selecting the object and using the Edit ribbon. To
edit an object, you must be in the task environment in which the object was created. After you
resolve the inconsistency in an object, the object is automatically removed from the To Do List.
In Error objects are usually edited one at a time. However, you can also select more
than one object if an Edit option supports multiple objects.

Filtering Objects on the To Do List

There are two ways you can filter objects on the To Do List: by discipline type and through the
Review Status.
You can filter objects are added to the To Do List by discipline type. From the To Do List,
select Properties . In the To Do List Properties dialog box, you can select to include or
exclude certain objects based on the specified Discipline Information.

Managing the To Do List

It is critical to review the To Do List often to eliminate problems. Ideally, you should have no To
Do List records related to objects that you document on design deliverables. We recommend
that you do not approve an object if it has a To Do List record.
One way to help you notice To Do List issues while you design is to define a surface style rule
that sets the color of items with To Do List records for easy identification. Your administrator
can define this style rule tailored for your company for you to use.
It is possible to set to review status of a to do list entry to Ignored using the Ignore button. You
may use this option when the software considers something in the model as a violation but the
designer wishes to use their judgment to allow it. Ignored entries stay in the database but the
user can choose to not display ignored entries.

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When your catalog administrator runs Synchronize Model with Catalog so that the actual
update of the model is delayed, many of your design objects may be marked as out of date with
the current catalog data. You should update and review the impact of these changes before
attempting to model additional objects relative to the out of date objects.
When a piping specification is changed in the catalog, all piping runs that use that
specification and all run features must update, and are thus added to the To Do List. They are
added even if the change to the piping specification does not cause an actual change to the
resulting parts and if the piping features and parts are approved. You must update the features
and review the impact.
For more information, see Correcting Errors: An Overview in the Smart 3D Common User's
Guide.

Quiz:
1. Give examples of reasons why an inconsistency arises in the objects within the Smart 3D
database.
2. What are the different types of inconsistencies that can occur in the database?
3. Which option allows you to assign the object content in the To Do List?
4. Which menu allows you to open the To Do List?
5. Which option updates Out of date objects?

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SESSION 19

Working with Reference 3D

Defining a Workspace by Reference3D Filter

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

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

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The New Filter Properties dialog box displays.

2. Set the Name to "Reference 3D."
3. Under Reference 3D, select SP3DTrain_U01.

4. Click OK.
5. In the Select Filter dialog box, select Reference 3D and click OK.
6. In the Define Workspace dialog box, click OK.
7. Click Fit to view all the objects retrieved by the Reference 3D filter.

8. Click Named Views and switch to the Isometric.

9. Hover your mouse over a member part.
The member's name is shown.

10. Right-click on the member and select Properties.

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Properties of the 3D member part are shown under the General tab.

11. Switch to the Configuration tab.

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The properties show model information, such as its name, file location, and creation date:

Reference 3D Hierarchy in Workspace Explorer

You can show the hierarchy of objects in each Reference 3D model that you have attached in
Project Management of the type SmartPlant Interop Publisher or S3D. Icons display for all
Reference 3D objects in the Workspace Explorer. You can perform operations such as Show,
Hide, and view Properties for objects that you select in the hierarchy.

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1. In the workspace explorer, select the SP3DTrain_U01 node in the Reference 3D tab.
2. Right-click on the folder and select Load Hierarchy for this attachment

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3. Expand the folder to view the list of objects.

4. Notice that the objects highlight graphically as you locate them in the WSE.

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Exclude Reference 3D Objects

The Exclude command allows you to remove or re-load selected objects in Reference 3D
models having the SmartPlant Interop Publisher or S3D assigned type so that the objects are
not:
 Displayed in the graphics view.
 Detected in interference checking operations.
 Shown in generated drawings (orthographic) and reports.
 Shown in data exports.
 Included in 3DModelData publish or SPRDirect publish operations.
 Included in a Reference 3D attachment update if the source identifier of the object stays the
same across the updates.
The exclusion applies to Reference 3D objects on the client system and on distributed systems
in a Global Workshare environment.
1. Locate and click on the Process > 1001-P node in the hierarchy.
2. Right click and select Exclude. Notice that the pipeline disappears from the WSE as well as
the graphical view.

3. Similarly, exclude Pump-001 from the Equipment system and notice that it disappears from
both the hierarchy view and the graphical view.

Include Reference 3D Objects

Allows you to re-load Reference 3D objects after they have been excluded using Tools >
Exclude. To do this, you must define a workspace that contains only excluded objects. You can
see the excluded Reference 3D objects in the workspace and graphics view allowing you to
include them again.

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1. Define workspace using the filter Catalog Filters > Default Filters > Reference 3D Object
Filters > Object Types > Reference 3D Excluded Objects

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2. Verify that the workspace shows only excluded objects

3. Right click the Pump-001 and select Include. The pump disappears from the graphical view.
4. Define workspace using the Reference 3D filter created earlier. Notice that the Pump-001 is
now once again displayed but the pipeline P-1001 continues to stay excluded.

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SESSION 20

Control Display of Objects on

Levels/Layers in Reference 3D Models

Objective
After completing this lab, you will be able to:
 Control the display of objects using levels and layers in reference 3D Models.

Overview
Smart 3D now allows you to use folders to organize reference files. You can also control how
objects are displayed on levels and layers in reference 3D Models. The SharedContent >
PDS_GraphicOnly folder provides a sample of how you can organize these files by disciplines.
First, we will create a filter to show the reference 3D objects in the PDS_GraphicOnly folder.
Then, we will configure the settings so that the reference 3D objects are shown on different
layers in the model.

Steps
1. Select File > Define Workspace....

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2. In the Filter field, select More….

3. Select My Filters and click New Filter (Simple or Asking) .

4. Set the Name to "PDS_GraphicOnly."

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5. Under the Reference 3D tab, select PDS_GraphicOnly and click OK.

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6. Select My Filters > PDS_GraphicOnly and click OK.

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7. On the Define Workspace dialog box, click OK to load the new filter.

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8. Select the Reference 3D tab in the Workspace Explorer.

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9. Right-click Reference 3D Models > PDS_GraphicOnly > Piping and select Properties.

The R3DFolder Properties dialog box displays.

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10. Under the Levels and Layers tab, clear 13 and click Apply.

The pipes associated with level 13 are hidden in the model. The All Levels option in the
R3DFolder Properties dialog box is partially filled, indicating that levels for the R3D objects
are partially displayed.

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11. With the R3DFolder Properties window open, right-click on the PDS_GraphicOnly folder
in the Workspace Explorer and select Properties.
The Reference 3D Model Properties dialog box displays. Additional levels represent the
levels for all R3D files in the PDS_GraphicOnly folder. Objects hidden from a lower level,
such as level 13, are represented by a partially shaded box.

12. Clear 10 and click Apply.

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Objects associated with level 10 no longer display in the model.

13. Select levels 10 and 13 and click Apply.

All objects display in the model.
14. Click OK.
In addition to being able to control the display of objects through levels and
layers, you can also hide all objects.

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15. Right-click PDS_GraphicOnly and select Hide.

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All Reference 3D Model Objects are hidden.

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16. Right-click PDS_GraphicOnly and select Show.

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SESSION 21

Applying Surface Style Rules to

Reference 3D Objects

Creating a Surface Style Rule:

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

Steps
1. Define your workspace to display the Reference 3D elements. In your training plant, select
the Reference 3D filter in the Select Filter dialog box.
2. Select View > Fit.
3. Select Format > Surface Style Rules.
The Surface Style Rules dialog box displays. It contains the surface style rules defined for
the model.

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4. Click New to define a new rule.

The Surface Style Rule Properties dialog box displays fields to define the rule name, filter,
the applied style, and the geometric aspects of the object to which the style is applied.
5. Type "ll Reference 3D Equipment objects"in the Rule name field.
6. Under Filter, select More.
7. Select the Catalog Filters > Default Filters > Reference 3D Object Filters > Object
Types > Reference 3D Equipment filter, and click OK.
8. Under Style, select Blue.
9. Under Select all aspects to which the style will be applied, clear all options except
Simple physical, and then click OK.
10. To apply the rule, select the All Reference 3D Equipment objects rule in Style rule library
and click Add.
11. Click OK.
All reference 3D equipment objects in the model are now blue.

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SESSION 22

Interference Checking

Objective
After completing this lab, you will be able to:
 Describe the interference checking features of Smart 3D.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Manipulating Views (on page 62)

Overview
Smart 3D interference detection runs in the background to identify and resolve interferences as
they are created. Interference between two objects is detected when their geometry intersects.
Design objects can have multiple geometries, called aspects, which represent different
geometric characteristics of the objects, such as the physical shape, insulation, maintenance,
and operational spaces. You can configure the Interference Checking process to detect
interferences between the different types of geometry. You can also configure the amount of
clearance required between the physical aspects of the different object types. The interference
checking process can also check for interference with the geometry from a referenced PDS
project and referenced MicroStation files.
When an interference is detected, an interference record is created. The Type of the record
indicates the severity of the interference as defined by your administrator. If several geometric
aspects of two objects intersect, only a single interference record indicating the highest severity
level between two objects is created. The interference record is automatically removed when
you modify the geometry so that there is no interference. You can approve interferences that
you do not want to eliminate.
Two types of interference checking processes help you integrate interference detection into your
daily design process:
 Server-based interference checking, also known as Database Detect
 Interactive interference checking, also known as Local Detect

Server-Based Interference Checking (Database Detect)

Database Detect runs directly on the model database. You can run Database Detect on any
computer on which the Database Interference Detection service is installed. After you start the
service, Smart 3D automatically checks all existing objects that have not been checked and all
new or modified objects for interference.

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When an interference record is created, a relationship is established to the graphic

objects involved in the interference. Currently, the design objects are edited from a database
perspective by this operation, preventing designers from reversing any edit they have previously
made to the design objects. Your administrator can set a delay time between when an object is
created or edited and when the object is checked for interference. This delay should be longer
than the time it typically takes an edited object to be bumped from the Undo buffer list. This time
delay on the server checking is why you should not expect an interference you have just
recently created to show up immediately as a Database Detected interference.
You can review the configuration and status of the detection by using the Interference
Detection Properties dialog box.
In a workshare configuration, Database Detect runs at the host location. The interferences are
assigned to permission groups owned by the host and then replicated to the workshare sites.
They can be reviewed just like any other data added to the model, and designers with write
permissions at the remote locations can edit the status of interference objects.

Review Database Interference Detection Settings

To open the Interference Checking Settings dialog box, select Tools > Check Interference to
display the Check Interference ribbon. Then, click Settings .

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The Database Detect tab displays the status of the database detection. The Status tab displays
the status of the database interference and the time when the interference started.
Interference records relating to any object in your workspace are also automatically loaded and
available for you to review in your design session. You can view any interference detected on
the server after you run Define Workspace by refreshing the workspace.
Database Detect places spherical interference markers at the interference locations.

You can graphically select the interference marker without opening the Interference
List and review the properties of the interference record by selecting Edit > Properties.

Interactive Interference Checking (Local Detect)

Local Detect runs only in the current session on your Smart 3D client computer and detects
interferences when you create and edit objects. It does not check existing objects. Local Detect
provides real-time help in the form of graphical feedback, showing you interferences
immediately after placing or editing objects in the model. Hidden objects and objects that are not
retrieved to the workspace from the server are not checked.

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Local Detect marks any interference that it finds with a cube interference marker in the model.
For example, Local Detect has placed a cube interference marker at the intersection of a pipe
and the floor, as it found an interference at that location.

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

Steps for Starting and Stopping the Local Detect Process

1. Select Tools > Check Interference.

The Check Interference ribbon displays.

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2. Click Settings .
The Interference Checking Settings dialog box displays.
3. Under the Local Detect tab, select Activate local interference detection.

4. Click OK.
It generally best to use the same settings as your administrator for the database
detection.

Check Interference Ribbon

Provides the following options related to the interference checking process at your workstation.

Settings
Displays the Interference Checking Settings dialog box. This dialog box allows you to
specify the properties for the Local Detect interference. The Database Detect properties
must be configured at the server in the Project Management task.

Show Interferences

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Displays the types of interferences you specified on the Display tab of the Interference
Checking Settings dialog box. These are the interferences that may exist for the objects
you select. For example, if you check Clearance as your interference type and Edit as the
option for Required Action and then select four pipes in your workspace on which to run
the interference check, the software displays only Clearance interferences for those four
pipes when you select the Show command. If you do not select any parts, then
interferences appear for all parts in the workspace.

Hide Interferences
Hides the interferences that exist for the currently selected parts. If you do not select any
parts, then all interferences in the workspace are hidden. All Local Detect interferences in
the workspace are automatically hidden when you select this option. For example, if four
Database Detect and two Local Detect interferences appear and you select two of the
Database Detect interferences to hide, the two Database Detect interferences you
selected and all of the Local Detect interferences are hidden. Thus, your workspace
contains only two cleared Database Detect interferences.

Fit Interferences
Fits the active graphic view to the parts that match the interference check criteria. For
example, you might have six severe interferences and two of these interferences are
between a pump and a boiler. If you select this pump and boiler and then click the Fit
command on the Check Interference ribbon, the software fits only these two parts into the
graphic view. If you do not select any of the six interferences, the Fit command is
unavailable.

Refresh Reference 3D Interferences

Retrieves all interferences associated with the Reference 3D (R3D) objects that have at
least one participating object in the workspace. This option is available only when an
external 3D reference model is attached to the model. For more information, see Reference
3D Model in the Project Management User's Guide.

Click Refresh Workspace , File > Refresh Workspace, or press F5 to retrieve

interferences between all Smart 3D objects and all other object types. This includes
interferences between Smart 3D and Reference 3D objects.

List View
Toggles the display of the Interference List dialog box. The list on this dialog box shows all
interferences that currently appear in the workspace. The list automatically updates
whenever you add an interference object to the workspace. You can add an interference
from the Local Detect process, or when you select the Refresh Workspace or Define
Workspace commands.
Required Action
Select the action required to deal with the selected database detected interference:
 Undefined - not yet reviewed - The interference has not been reviewed and needs to
be.
 Edit - must resolve the interference - The interference has been reviewed. After being
reviewed, it was determined that the interference between the objects must be resolved.

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 None - ignore the interference - The interference has been reviewed. After being
reviewed, it was determined that the interference can be safely ignored.
The choices in the Required Action box are controlled by the Interference
Required Action select list in the Catalog task.
Close
Closes the Check Interference ribbon.
You can graphically select an interference you see and then edit the Required Action, or you
can edit the interference using the Properties dialog box.
You can add notes about the interference on the Interference List View or in the Properties
dialog box.

Recommended Workflow for Managing Interferences

Interference detection allows you to integrate interference information into your daily design
activities without having to wait for batch checking.
Use Local Detect when you design. This will help you detect and solve problems immediately.
Regularly scan your model for graphic interference markers, and open the Interference List
View to inspect the Database Detected interferences related to your area of responsibility.
There are several ways the server process can assign interferences to you. For example, the
name of the interference can indicate responsibility when it is calculated by a custom name rule.
Optionally, the interferences can be assigned to different permission groups by rule. Your
administrator can configure these settings.
In addition to your administrator-established method, you can view all interferences related to
design objects you have created by defining a workspace that includes only the objects you
have created. The Interference List View then shows the interferences that involve your
objects. When you select an interference, both objects involved in the interference are
highlighted in the model, even if you have not included one of the objects in your workspace
definition. The software automatically retrieves the graphics for the other object from the server.
For more information, see Checking Interference: An Overview in the Interference Checking
Guide.

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

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SESSION 23

Space Management

Objective
After completing this lab, you will be able to:
 Place space objects (folders and volumes).

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Manipulating Views (on page 62)
 Selecting Objects in a Model (on page 77)
 PinPoint Ribbon (on page 98)

Overview
The Space Management task allows you to create volumes to define a conceptual space, such
as fire zones, access ways, or drawing views. You then define your workspace so that it shows
a created volume. You can identify a volume as an interference volume to run interference
detection on the model.
Because the volumes are not actually constructed, they are not included in the system
hierarchy. Volumes have their own separate hierarchy on the Space tab in the Workspace
Explorer. You can use Create Space Folder to create space folders in this hierarchy to
group your volumes. You can review and edit the volumes by selecting them on the Named
Space tab in the Filter Properties dialog box.

Creating Spaces
There are four basic volume categories:
 Area - Identifies volumes that do not overlap.
 Zone - Identifies volumes that may overlap.
Area volumes and zone volumes have no enforced functional difference.
However, it is recommended that zones be used to identify volumes that may overlap. Areas
should be used to identify volumes that do not overlap for the same type of area.
 Interference - Volumes that are checked for interferences. You can associate an
interference type of volume with one design object. When the design object moves, the
associated volume moves with it.
 Drawing - Volumes used to generate volume drawings. This method is no longer
recommended for new users, but the special drawing volume creation commands are

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available to support experienced users. New customers can use rectangular volumes to
define drawing views.
The following commands are available in the Space Management task:

Select - Used to select objects in the model.

Create Space Folder - Creates a new hierarchical node for the

organization of space objects.

Place Volume by Two Points - Defines a volume by selecting two points

to represent opposite vertices of the volume that you need.

Place Volume by Four Points - Defines a volume by three points to

define a base plane and a fourth point to define elevation or depth.

Place Volume by Window - Defines a volume based on the active

graphical view of the model. The view boundaries, depth range, and
possible clipping are used when generating the volume.

Place Volume by Selection - Defines a rectangular volume that

encloses a selected set of objects in the model.

Place Volumes by Plane and Offset - Defines rectangular volumes

based on a reference plane and offsets from the plane.

Place Volumes by Grids - Defines many volumes at once, based on a

set of grid and elevation planes.

Create Volume Bound by Spaces - Defines a volume by selecting

sufficient bounding spaces to create a closed volume.

Merge Volumes - Merges multiple existing volumes into a single new

space.

Place Volume Along Path - Places a volume by specifying a cross-

section and projecting the cross-section along a path.

Place Volume Using Primitive Shapes - Places a volume in the model

by selecting a pre-defined volume shape from a palette and then
providing dimensional information to define the shape size.

Associate Volume to Object - Establishes a relationship between an

object and a space in the model.

Place Drawing Volume by View - Creates a clipping volume that is

associated with a drawing volume component and a drawing view.

Place Drawing Volume by Selection - Generates a drawing volume

around a selected set of objects in the model.

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Place Drawing Volume by Two Points - Creates a clipping volume that

is associated with a drawing volume component by selecting two points to
represent opposite vertices of the volume that you need.

Place Drawing Volume by Four Points - Creates a clipping volume that

is associated with a drawing volume component by typing three points to
define a base plane and a fourth point to define elevation or depth.

Some commands can create relationships to the inputs used to define the volumes.
These commands have two toggle buttons on the create ribbon to control this associative
behavior. If you establish relationships when you place the volumes, you cannot move the
volume, but its size and position adjust when the input objects are edited. If these buttons are
not displayed, then the volumes are created by the command without relationships to other
objects in the model.

Place a Volume by Two Points

Use Place Volume by Two Points to create a rectangular hazardous zone with referencing
objects in Unit U01.

1. Define your workspace to show unit U01 and U01 CS.

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2. Select Tasks > Space Management.

 Select a folder from the Named Space tab in the Workspace Explorer to retrieve
volumes from the database. Newly created volumes will disappear when you refresh
your workspace. In this example, existing volumes are being left out of the workspace
so that they don't obscure the view.
 By default, the volume appears opaque when it is placed. To display the volume with
translucent surfaces, you can apply surface style rules. For more information, see
Applying Surface Style Rules (on page 90).

3. Click PinPoint .

4. Click Rectangular Coordinates and set the coordinate system to U01 CS.

5. Click Place Volume by Two Points .

The Place Volume by Two Points ribbon displays.
6. Under Type, click More....
The Select Space dialog box displays.
7. Select Definitions > Zones > Generic Zones > Hazardous Atmospheres >
SPACE_DEF_HZ01 and click OK.

 You can edit the properties without interrupting the Place Volume by Two Points
process.
 Your administrator can customize the available types of zones most useful for your
reporting and design purposes.
 The volume name can be created automatically with a naming rule. Open the
Properties dialog on the Place Volume by Two Points and select the Descriptive
name rule. This name rule is selected by default the next time you use the command.
The name is generated at the time the volume is created.
8. Under Space folder, select SP3D Train to assign the new volume to that folder in the space
management hierarchy.

 If no space folders are created, the default folder in Smart 3D is the root of the model, in
this case, SP3DTrain.
 Assigning volumes to a space folder helps organize the volumes you create.
9. Click Disable Assoc Point Creation to turn the associative points off.

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10. Locate the corner of the slab with the SmartSketch key point and click to define the first
point of the rectangular volume.

You can select and move the volume after you create it when Disable Assoc Point
Creation is not selected. However, if the objects in the volume are modified, the volume
size does not change. Generally, it is helpful to have associative points.
11. Define the second volume point as the slab corner diagonal from your first volume point with
an elevation value equivalent to that of the structure.
To define the second volume point, hover over the slab corner diagonal to the
first volume point and press F6 and F7 to lock the East and North coordinate values.
Then,locate the grid line at the top of the structure to define the Elevation coordinate.

The volume is saved to the database.

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12. Use the move command to move the volume to a new location to see that the SmartSketch
points you used to create the volume do not control its position.

13. Undo the move.

14. Refresh the workspace.
The volume disappears, because the workspace of this example was defined to show only
objects under the System hierarchy.

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Place a Volume by Four Points

Use Place Volume by Four Points to place a volume using the same workspace as in
previous example.

You typically use Place Volume by Four Points when you want to place a volume
that is not aligned with an existing coordinate system. If the volume can be aligned with a
coordinate system, then it is best to use Place Volume by Two Points .

1. Click Place Volume by Four Points .

2. Set the Name to "Volume_2."
3. Under Type, select More....
The Select Space dialog box displays.
4. Select Definitions > Zones > Generic Zones > Hazardous Atmospheres >
SPACE_DEF_HZ01 and click OK.
5. Set the Space folder to SP3D Train.

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6. Specify the four points of the volume as shown:

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The volume is created.

7. Review the volume, and then delete the volume from the model.

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Place a Volume Along Path

Use Place Volume Along Path to place an interference volume for an access path in the
portion of the plant occupied by units U01 and U04.

1. Define your workspace to show units U01, U04 and coordinate systems U01CS and U04CS.
2. Select Tasks > Space Management.

3. Click Place Volume Along Path .

The Path ribbon is displays.

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4. Sketch the access way path as shown:

 Start near the pumps.

 The exact coordinates of the path are not important for this exercise. Imagine the path
as defining the inside edge of the access way.
 Make sure the surface of the slab is located when selecting the points.
5. Click Finish.
The path is created.

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6. Click Properties .
The Zone Properties dialog box displays.
7. Under the Cross-Section tab, specify the properties as shown:

 The cross section is oriented on the path at the specified Cardinality point. The
orientation of the sketch looks from the first point to the second point of the path.
 If the path does not orient correctly the first time, restart the command after specifying
the desired cross section and cardinal point. This sets the defaults correctly for the next
execution of the command.
8. Set the Name to "Volume_3."
9. Under Type, select More....
The Select Space dialog box displays.

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10. Select Definitions > Interference Volumes > SPACE_DEF_IV08 and click OK.

11. Set the Space folder to SP3DTrain.

12. Click Finish.
The volume is placed.
For more information, see Space Management: An Overview and Creating Space Objects: An
Overview in the Smart 3D Space Management User's Guide.

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SESSION 24

Inserting Reference Files

Objective
After completing this lab, you will be able to:
 Insert a reference file in a model.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Defining a Workspace Using a Volume Filter (on page 56)
 Manipulating Views (on page 62)
 Selecting Objects in a Model (on page 77)

Overview
You can reference geometry files from other formats in Smart 3D. To insert a reference file into
the model, the file must reside on a directory shared on the network. The default share location
is the Symbol share. In a global workshare configuration, your administrator updates the Symbol
share at each remote location to match that on the host. You can attach a reference file that is in
a share other than the Symbol share, but you will not have access to the reference files at the
remote workshare locations that cannot access the shared location. The software warns you if
you choose a share other than the Symbol share. You must share the file on your computer or
on the network. Your administrator will tell you what shares you may use. The currently
supported files are MicroStation V7 files with the .dgn extension and 2D or 3D AutoCAD files
with the .dxf and .dwg extensions.
MicroStation design files use the concept of master units: sub units: positional units (MU: SU:
PU) to express length dimension. All distances in Smart 3D are stored in meters. When you
insert a reference file in Smart 3D, the MU: SU: PU working units are used to convert units into
meters. If the MU: SU: PU units are not defined within the MicroStation file, an error displays.
The recommended working units in a reference file are 1:1000:80 for the metric system (m: mm)
and 1:12:2032 (ft: in) for the English system.

Insert a Reference File

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

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

 The References folder displays only if a reference file was inserted into the current
model. The References folder displays even if the reference file is later deleted,
because the reference node object is not created until a reference file is first inserted.
 If you do not see a References folder, redefine your filter as described above after you
have inserted your first reference file.
2. Select Tools > Options.
The Options dialog box displays.
3. Under Tabs to display in Workspace Explorer, select Reference and click OK.

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4. To display the Reference tab in the Workspace Explorer, save the session, and then close
and reopen Smart 3D Alternatively, switch from the Common task to the Catalog task and
back to the Common task.
5. Select Insert > File.
The Insert File dialog box displays.
6. Browse to the dgn folder, select grid.dgn, and click Open.

You can select multiple files by holding down the CTRL or SHIFT key while
selecting the files.
The Reference tab displays the hierarchy of the referenced data. The Reference tab also
displays in the Filter Properties dialog box. You can define your workspace to include the
reference files.

 The location and orientation of the inserted files match the active coordinate system.
 You can move and rotate the attachment.
 You can view the attachments on the Reference tab of the Workspace Explorer.
 You can define your workspace to include the reference files.
 To detach a reference file from a model, delete the file in the Workspace Explorer and then
refresh the workspace.
 When troubleshooting reference files, make sure that the file or folder is shared with proper
permissions. Also, make sure that the working units of the reference file are supported. The
file must have units that the software can read and convert.

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For more information, see Using the Insert Menu: An Overview in the Smart 3D Common User's
Guide.

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SESSION 25

Placing Control Points

Objective
After completing this lab, you will be able to:
 Place control points.

Before Starting this Procedure

 Smart 3D Overview
 Creating a Session File (on page 16)
 Defining a Workspace Using a System Filter (on page 20)
 Manipulating Views (on page 62)
 Selecting Objects in a Model (on page 77)
 PinPoint Ribbon (on page 98)

Overview
A control point defines a 3D coordinate and is associated to another object. Its geometry is a
sphere with a user-defined diameter. It is not included in interference detection. The control
point is automatically assigned to the same permission group as the parent object. If you delete
the parent object, the control point is automatically deleted. Any object can be a parent object,
including the System hierarchy objects. It has properties and associated notes. The Type and
Subtype properties indicate the meaning or intended use of each specific control point.
Control points are used for:
 Labels on drawings – Drawing styles can detect the control point of any desired type and
subtype and output the note associated with the control point as a label with the leader
pointing to the location of the control point.
 Points for automatic dimensioning on drawings – Piping Isometric and Orthographic
drawings place dimensions automatically as defined by the dimensioning style rules of the
drawing. Orthographic drawings can dimension control points of any type and subtype.
Isometric drawings can dimension control points that are associated to a straight pipe, and
have a Fabrication note. The text content of the note is displayed on the isometric drawing.
 Division point in piping – The spooling and automatic WBS Item creation commands in
piping use a control point of a specific type and subtype. The details of what types of control
points are used are covered in the piping tutorials.
 Recording points of design interest with notes – Any design note you might want to record
that refers to a coordinate in the model can be added using control points.

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Place Control Points

Place a control point on an electrical device in Unit U01.

1. Define your workspace to show Unit U01.

2. Select the Electrical Device under the Equipment system and edit properties.
3. Click the Configuration tab.
4. Set Status to Working and click OK
5. Select Insert > Control Point.
The Control Point ribbon displays.

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

7. Set the Subtype to Mechanical Equipment.

 The available Types are Control Point, Key Point, and Insertion Point. Only Control
Point has fixed software meaning for piping isometrics and WBS group creation when
related to piping objects. You can configure the automatic dimensioning and labeling of
orthographic drawings to use any type of control point. Your administrator will give you
instruction for which types to use to drive automation of your custom drawing types.
 You can use PinPoint to place the control point at a specific coordinate or at some
specific offsets from a location on the parent object.

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8. Click the cable tray port of the Electrical Device to place the control point as shown:

 If you select the desired parent object before inserting a control point, the selected
object is automatically assigned as the parent of the control point to be placed and the
software prompts you to position the control point. This allows you to avoid a QuickPick
that may display if there are many potential control point parent objects in the portion of
the model you are working in. For example, you can select the specific connection you
want to split an isometric drawing in before inserting a control point. If the object
selected before starting the command is not a potential control point parent, the
software prompts you to select the parent as in the workflow above.
 After placing control points in a model, you can view them graphically by setting your
view to show the Reference Aspect.
 You can select the control point graphically when the reference aspect is displayed. If
the control point is inside the volume of the object or difficult to graphically select, you
can select it in the Workspace Explorer. First, select the parent object of the control
point. The Workspace Explorer automatically scrolls so you can see the selected
object. The control point is nested under its parent object in the Workspace Explorer.
You can then easily see and pick the control point from the Workspace Explorer rather
than graphically.

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 You can see the control points related to an object by looking at the Relationships tab
of the object's Properties dialog box.

 You can change the size of the control point sphere by changing the Diameter.
 When Associativity is set to True, the control point moves when you move the parent
object. You cannot move the control point relative to the parent object. When set to
False, the control point does not move when you move the parent object. You can also
select and move the control point relative to the parent object. Once you toggle the
associativity of the control point to False, you cannot toggle it back to True.
For more information, see Using the Insert Menu: An Overview in the Smart 3D Common User's
Guide.

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Index

A M
Adding Notes and Tooltips to Construction Manipulating Views • 62
Graphics • 136 Measure Ribbon • 146
Applying Surface Style Rules • 90
Applying Surface Style Rules to Reference P
3D Objects • 195
Assigning Objects to WBS Items • 155 PinPoint Ribbon • 98
Place Construction Circle to Reserve
Vertical Vessel Space • 134
C Place Construction Line String to Show
Control Display of Objects on Levels/Layers Missing Pipeline • 126
in Reference 3D Models • 182 Place Construction Lines to Communicate
Creating a Session File • 16 the Expansion Joint Locations on the
Slab • 114
D Place Construction Rectangle to Reserve
Equipment Space • 122
Database Architecture • 6 Placing Construction Graphics • 111
Defining a Filter based on Properties - Placing Control Points • 221
Piping Run NPD • 43
Defining a Filter based on Properties
Cableway Vendor Name • 53 R
Defining a Filter based on Properties Reference 3D Hierarchy in Workspace
Equipment Approval Status (Asking Explorer • 176
Filter) • 34
Defining a Filter based on Properties S
Structural Section Names • 50
Defining a Workspace Using a System Selecting Objects in a Model • 76
Filter • 20 SmartSketch Points • 105
Defining a Workspace Using a Volume SmartSketch Properties Dialog Box • 106
Filter • 56 Space Management • 204
Displaying the Point Grid • 118
T
E To Do List • 167
Exclude Reference 3D Objects • 179
W
G Working with Reference 3D • 173
Getting Started • 113 Workspace Simplification by Role • 26

I
Include Reference 3D Objects • 179
Inserting Reference Files • 217
Interference Checking • 197
Introduction to Common Applications • 10

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