How to Configure Drawing Reports in OPPID



Applies To 
Product(s):OpenPlant PID Edition
Version(s):10.11.0.213
Environment: Windows 11 (64-bit)
Area: Customization
Subarea: Report
Original Author:Sameer Bagwan, Bentley Global Technical Support


Background

This document explains the steps to configure a new In Drawing report for use in OpenPlant PID. This will be defined in the PIDProjectTemplates.dgnlib file so the report can be used across all PIDs created in the WorkSet. In this example,  create a new Equipment report. The same procedure can be used to modify existing reports.

Steps to Accomplish

A. Loading the DGNLib File and Accessing the Reports


This section will cover the loading of the PIDProjectTemplates.dgnlib file and accessing the On Drawing Reports.

  1. Launch OpenPlant PID, select the desired WorkSet. Browse to “…\WorkSets\<User WorkSet Name>\Standards\OpenPlant\PID\DgnLibs” folder.
  2. Change the Files of Type to DGN Library Files (*.dgnlib).
  3. Click on and Open the PIDProjectTemplates.dgnlib file.
  4. After the file loads, in the Equipment ribbon tab, Tools ribbon group, click and hold Reports ribbon button. Select In Drawing Reports.
  5. The Reports dialog loads.

B. Creating the New Equipment List

In this section user has to create the new Equipment List and prepare this to input the desired classes and properties to build the report.

  1. Continuing in the PIDProjectTemplates.dgnlib file.
  2. Click on the Equipment Reports category. Click on New report definition. Name the new report EquipmentList_Custom.

    Now that the report is created, user need to access a PID file that has at least one OpenPlant PID component. User will use this access the schema, related classes, and the class properties to add to the report.

  3. Under the Properties section and the Search Location category, change Location field to Specific file… from Active file
    First edit the LINK_LABEL property to have only two digits.
  4. When prompted, browse to one of required WorkSet P&ID files. Click Open.
  5. Change Include Cell Contents, to Yes.
  6. In the Objects category, set the Selected field to Domain Properties.
  7. Click in Include these Objects: and click on the Equipment class node and place a check in the box. Click Ok.
  8. Click Ok in the Objects dialog

C. Adding Properties to Construct the Report

In this section user will add the required properties that user need to see in their custom equipment report.

  1. Expand the EquipmentList_Custom report node.
  2. Click on Columns.
  3. Under the Properties pane, click on Add columns
  4. In the Select Columns to Add dialog, expand the Equipment node and then from the different Categories add the desired property by placing a check mark in the box to the left of the property name. For this example, select the properties as defined below.

    Category

    Property

    Tag Information

    Name

    Design Properties

    Manufacturer

    Primary Information

    Alias

    Primary Information

    Description

  5. When properties are added. Click Ok.
  6. Under the Columns node of the report, click on each property and change the value shown so it is entered in capital letters.

  7. The last step is to add a sorting order for the report. This is most easily accomplished by right-clicking on the desired sorting property. From context menu click Sort on this column.

    Sort on the NAME property.

     
  8. The last step is to set the report Location back to Active file. This will make it so the report will run in OpenPlant PID based on the active loaded PID drawing. Click on the drop down next to Location in the Search Location category. Click on Active file.

    This will set the connected PID name to be centered vertically within the page connector cell.
  9. When the Missing Item Types dialog loads, click on Cancel. THIS IS CRITICAL, Make sure to click Cancel.

  10. Exit the PIDProjectTemplates dgnlib file.


D. Testing the Results of the New Report

Now test the report against a developed OpenPlant PID drawing.

  1. Launch OpenPlant PID.
  2. Load a PID drawing with Equipment.
  3. From the ribbon, click in the Tools ribbon group.
  4. Click and hold on the Reports ribbon button. Click In Drawing Reports.
  5. From the Reports dialog, expand the reports and locate the EquipmentList_Custom report.
  6. Click Place as table. Place the report somewhere on the PID drawing. Verify the contents of the report. Modify the properties defined in the report on one of the equipment components. Update the report table and verify the results.

    After Editing Equipment:

Still a Problem?

If above problem still persists, then please create a Service Request and contact the Bentley Product Advantage group.  Please include a list of all relevant details to get in depth analysis for a solution or workaround.