Specification Manager User Guide

3DSMART
Specification Manager
User Guide
© Copyright 2010, PROCAD Software
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subject to change without notice. No part of this document may be reproduced,
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without the written permission of PROCAD Software
PROCAD Software
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www.procad.com
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This manual may reference the following products. These products are registered trademarks
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®3DSMART is a registered trademark of PROCAD Software
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™ISOGEN are trademarks of Intergraph Corporation
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3DSMART Specification Manager User Guide
Table of Contents
Table of Contents
Welcome to the Specification Manager ......................................................... 1
What is the Specification Manager.......................................................................... 1
Getting Started ......................................................................................................... 1
Activating Specification Manager ........................................................................ 2
Navigation ......................................................................................................... 3
Specification Manager Window .............................................................................. 3
Definitions ............................................................................................................ 4
Explorer Pane........................................................................................................ 5
Component Library Data Pane ............................................................................. 5
Specification Data Pane ........................................................................................ 6
Preview Pane ........................................................................................................ 7
Specification Manager Menus ................................................................................. 8
File Menu .............................................................................................................. 8
View Menu ........................................................................................................... 8
Tools Menu ........................................................................................................... 9
Window Menu .................................................................................................... 10
Help Menu .......................................................................................................... 10
Specification Manager Toolbar ............................................................................. 10
Right-Click Menus ................................................................................................ 11
Component Library Right-Click Menus ............................................................. 11
Component Data Pane Right-Click Menus......................................................... 12
Materials Editor Dialog Box Right-Click Menu ................................................ 14
Manage Manufacturers Right-Click Menu ......................................................... 15
Specifications Explorer Right-Click Menus ....................................................... 16
Specifications Data Pane Right-Click Menus..................................................... 20
Spec Properties Dialog Box Right-Click Menus ................................................ 21
Manage Specs Dialog Box Right-Click Menus .................................................. 22
Add Specs to Component Tree Right-Click Menu ............................................. 22
Hidden Specs Right-Click Menu ........................................................................ 23
General Procedures ....................................................................................... 25

Changing Units (Global) ....................................................................................... 25
Hiding Component Explorer ................................................................................. 25
Moving Explorer ................................................................................................... 25
Resizing Panes ....................................................................................................... 26
Refreshing in Specification Manager .................................................................... 27
Working With Multiple Component Windows ..................................................... 28
Color Scheme Procedures ............................................................................. 29

Assigning Colors ................................................................................................... 29
Table of Contents
Component Library Procedures .................................................................. 31

Component Types .................................................................................................. 31
Viewing Component Type Information.............................................................. 31
Component Groups ................................................................................................ 31
Opening Component Data .................................................................................. 31
Viewing Component Group Information............................................................ 31
Changing Units (Component Group).................................................................. 32
Components ........................................................................................................... 32
Customizing Data Tables (Moving Columns and Rows) ................................... 32
Modifying Component Data ............................................................................... 33
Manufacturers ........................................................................................................ 34
Adding, Deleting, and Editing Manufacturers .................................................... 34
Materials ......................................................................................................... 37

Introduction ........................................................................................................... 37
Materials List ......................................................................................................... 37
Introduction......................................................................................................... 37
Adding Materials to the Materials List ............................................................... 37
Removing Materials from the Materials List...................................................... 39
Editing Materials in the Materials List ............................................................... 40
Component Library Dialog Boxes................................................................ 43

Manage Manufacturers Dialog Box ...................................................................... 43
Materials Editor Dialog Box.................................................................................. 44
Specifications Procedures ............................................................................. 47

Commodities.......................................................................................................... 47
Creating a Commodity Table.............................................................................. 47
Adding and Removing Commodities ................................................................. 48
Editing a Commodity .......................................................................................... 50
Components, Types, and Groups........................................................................... 51
Assigning Types, Groups, and Components to a Specification.......................... 51
Removing Components, Groups, and Types from a Specification .................... 54
Assigning Attributes to Components in a Specification ..................................... 55
Materials ................................................................................................................ 59
Creating a New Spec Material ............................................................................ 59
Editing a Specification Material ......................................................................... 60
Valve Tags ............................................................................................................. 61
Creating a New Valve Tag ................................................................................. 61
Specifications......................................................................................................... 63
Showing/Hiding Specifications .......................................................................... 63
Creating a New Specification: Introduction ....................................................... 64
Creating a New Specification ............................................................................. 64
Editing a Specification Name or Description ..................................................... 69
Removing Specifications .................................................................................... 70
Table of Contents
Importing and Exporting Specifications ............................................................. 71
Specifications Dialog Boxes........................................................................... 81

Add Component Groups into Spec Dialog Box .................................................... 81
Add New (Commodity) Table Dialog Box ........................................................... 82
Adding Specs to Component Tree Dialog Box ..................................................... 83
Component Type Tree Dialog Box ....................................................................... 84
Create Commodity Dialog Box ............................................................................. 86
Create Spec Material Dialog Box .......................................................................... 87
Manage Valve Tags Dialog Box ........................................................................... 88
Edit Spec Material Dialog Box .............................................................................. 90
Edit Commodity Dialog Box ................................................................................. 91
Spec Properties Dialog Box ................................................................................... 92
Spec Properties Tab ............................................................................................ 92
Service/Commodity Tab ..................................................................................... 94
Description Tab .................................................................................................. 95
Parameters Tab ................................................................................................... 97
Manage Specs Dialog Box .................................................................................... 98
Hidden Specs Dialog Box.................................................................................... 100
Manage Ratings Dialog Box................................................................................ 101
Spec Exporting Utility Dialog Box ..................................................................... 102
Import Spec Utility Dialog Box........................................................................... 103
SQL Server Connect Dialog Box ........................................................................ 104
Index.............................................................................................................. 107
Welcome to the Specification Manager
Welcome to the
Specification Manager
What is the Specification Manager

PROCAD’s Specification Manager is a convenient interface for retrieving and viewing
component database information. The database components are an integral part of
PROCAD's 3DSMART Modeler software.
The Specification Manager provides functionality for viewing all component information
and modifying some types of component information.
Additional materials functionality is also provided. For addition information, see Materials
Management: Introduction.
Specification Manager is also used to:
create new specs
modify existing specs
add component types and groups to specs
import and export specification data
create or modify specification parameters including default materials,
reducing schedules, wall thickness etc.
Related Topics
Materials Management: Introduction
Getting Started
When you install 3DSMART, create a shortcut icon on your desktop or Start menu.
Page 1
Welcome to the Specification Manager
Activating Specification Manager

When you activate the Specification Manager, the main screen appears.
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Navigation
Navigation
Specification Manager Window

The Specification Manager window contains four panes:
Explorer pane
Data pane
Preview pane
Command pane
The Explorer pane opens when you open the Specification Manager. It contains an
organized structure of folders (component types, sub-folders, and associated component
groups. It also contains an organized structure of specifications and associated components
types and groups.
The Data pane opens when you select a Component Group from the Explorer. It displays
all components and specifications for the selected component group.
The Preview pane opens when you select a component group from the Explorer. It displays
a two-dimensional drawing of the selected component.
The Property pane, beside the Preview pane, displays quick access to the component’s
information.
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Navigation
Preview Pane Property Pane
Explorer Pane Data Pane
Definitions
Explorer will refer to the entire Explorer Pane, whereas Specification Explorer will refer to
the lower section of the Explorer Pane with the specification structure. Conversely, the
Component Explorer will be used to refer to the upper section of the Explorer Pane
containing the component structure of the various libraries.
Component types are general component classifications (Crosses,
for example). Component types are represented by a folder icon. A
folder may contain component type subclasses. For example: The
'Crosses' type contains component sub-types called Cross–Butt
Weld and Cross–Screwed). A component type may also contain
component groups.
Component groups are specific component groupings. (Schedule 10 Butt

Welded Reducing Crosses, for example) Components groups are
represented by a component group icon. Component group names appear
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Navigation
in red text.
Individual components or components appear as a single row within the component data
pane for a component group. For example, for a specific schedule, class, or rating of a
component group there are multiple nominal pipe sizes. One single pipe size for one
specific schedule is an individual component.
The Explorer pane also contains a design library list box. In this illustration the selected
design library is ANSI Piping. List options available depend on your system configuration.
Related Topics
Component Explorer Right-click Menus
Moving/Resizing Panes
Explorer Pane
The Explorer pane displays component libraries and specifications. Components are
arranged into groups and types.
Component Library Data Pane

The Component Data Pane displays the component data for all items in the selected
component group. Each line of data represents one component. The data pane has scroll bars.
There are four types of component data:
Key property data appears in gray shaded cells. The key data type in the
example below is Nominal Pipe Size.
Table property data (data that binds to property tables in the component
database) appears in yellow shaded cells.
Custom data appears in white cells and is always in bold font. Custom
data is not associated with a property table.
Spec data defines the specifications classes for each component.
Component data is entered into the database using PROCAD's Component Designer.
This illustration shows a component data display.
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Navigation
Related Topics
Specification Manager Screen
Data Pane Right-click Menus
Specification Data Pane

The Specification Data Pane displays component sizes and associated data for a component
group assigned to a specification in the current library. Each row of data represents one
component. You can also apply your changes to the database using this pane.
This pane displays the following information for all components:
assigned material type for each component size
manufacturer for each component size
catalog number for each components size
The pane contains a series of drop-down lists that allow you to assign or change component
information within the specification. The Material, Manufacturer and Catalog number drop-
down lists appear for all components. Other drop-down lists will appear depending on the
component:
Schedule (branching components)
Wall thickness (main and branch)
Second material (gaskets)
Valve tag (valves)
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Navigation
Related Topics
Assigning Attributes to a Specification
Preview Pane
The Preview pane opens when you open a component group using the Explorer. It displays a
two-dimensional drawing of the selected component. The Preview pane has its own right-
click menu.
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Navigation
Related Topics
Specification Manager Window
Preview Right-click Menu
Specification Manager Menus

You can access the following menu commands from Specification Manager's main window:
File Menu
Select this... To...

Exit Exit Specification Manager.
View Menu

Dimension Display Units Dimension information includes all values for
components, excluding the size value. Toggle between
Metric and English units. Changing units affects all units
displayed in the current session (except data that is
currently open).
Size Display Units Size units are the primary dimension of the component
such as nominal pipe size. Toggle between Metric and
English units, and Real and Nominal units. Changing
units affects all units displayed in the current session
(except data that is currently open).
Show tree Ids Show or hide the tree ID numbers for component groups
and component types
Toolbar Hides/shows the Toolbar that appears directly under the
menu bar.
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Navigation
Show Component Explorer Hides/show the Component Explorer. The Component

Explorer pane can be moved, resized, or docked in a
default location on the left or right side of main window.
Tools Menu

Manage specs Open the Manage specs dialog box where you can create
or remove specifications
Manage materials Open the Materials editor dialog box where you can
work with the master list of materials for all available
design systems and the materials sets lists.
Manage manufacturers Open the Manage manufacturers dialog box where you
can add and remove items from the manufacturers list
Manage Valve Tags Open the Manage valve tag dialog box where you can
add and remove items from the valve tag list.
Create spec Open the Create spec wizard where you can create a
new specification
Export spec… Open the Spec Exporting utility dialog box, where you
can export specification information from the database
3DSMART is currently using, to be used in another
database.
Export spec from… Open the SQL Server Connect dialog box to select a
database, and then the Spec Exporting utility dialog
box, where you can export specification information
from the selected database.
Import spec… Open the Import Spec file dialog box, where you can
import specification data into the database 3DSMART is
currently using.
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Import spec to… Open the SQL Server Connect dialog box to select a
database, and then the Import spec file dialog box,
where you can import specification information into the
selected database.
Options Open the Display Units dialog box, where the precision
of the units may be defined, as well as the display units
for the Size dimensions.
Window Menu

Cascade Cascade all open component group windows
Tile Tile all open component group windows
Currently open windows This is a list of all windows currently open. The check
mark indicates the currently active window.
Help Menu

Contents Open the Help file to the Contents tab
Search Open the Help file to the Search tab
Index Open the Help file to the Index tab
About Specification Manager View information about Specification Manager
Specification Manager Toolbar

You can access the following menu commands from Specification Manager's toolbar:
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Exit Specification Manager.
Open the Create spec wizard where you can create a new
specification
Open the Manage specs dialog box where you can create
or remove specifications
Open the Materials editor dialog box where you can work
with the master list of materials for all available design
systems and the materials sets lists.
Open the Manage manufacturers dialog box where you
can add and remove items from the manufacturers list
Open the Manage valve tag dialog box where you can add
and remove items from the valve tag list.
View information about Specification Manager
Right-Click Menus
Component Library Right-Click Menus

This menu appears when you right-click on any component type folder, such as Bolts, in a
component types library branch.

Expand/Collapse Show or hide subtypes and component groups associated
with the selected type.
Edit Open the Edit dialog box where you can change the type
name and short description.
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Navigation
Rename Change the name of the type in the Explorer.

Hide Hide the selected component type folder. Select Refresh to
display the folder again.
Manage materials Access the Materials editor dialog box where you can
manage material information. Different tabs appear
depending on the item selected:
If the selected type contains sub-types, the Type assignment
tab appears.
If the selected type contains no sub-types, the Default
group’s settings tab appears.
Properties Access the Quick Information dialog box for the selected
component type.
Refresh Update the Explorer display (and reveal and previously
hidden items).
This menu appears when you right-click anywhere in the white space on the Component
Explorer window.

Expand/Collapse all Collapse all open folders.
Refresh Update the Explorer display.
Related Topics
Materials editor Dialog Box-Type Assignment Tab
Materials editor Dialog Box-Default Group Settings Tab
Component Data Pane Right-Click Menus

The following menus appear only in the Component Data Pane when you view component
groups, such as Regular Flush Threaded Bushings.
This menu appears when you right-click in any grey colored cell, such as column headings
and the component ID column.
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Navigation

Length Display Units Dimension information includes all values for components,
excluding the size value. Toggle between Metric and
English units. Changing units affects all units displayed in
the current session (except data that is currently open).
Size Display Units Size units are the primary dimension of the component
such as nominal pipe size. Toggle between Metric and
English units, and Real and Nominal units. Changing units
affects all units displayed in the current session (except
data that is currently open).
Show cell status Display the status of each individual cell. These statuses
include: Modeler Override, Modeler Must Change,
Modeler Protected
Refresh Refresh the components table with current database
information.
This menu appears when you right-click in any cell containing editable data. This includes
cells that are white and yellow.

Set Value Override This value may be edited when the component is
placed in the Modeler. The icon displayed when the
Cell Status is checked on is .
Set Value Must Change This value must be edited when the component is
placed in the Modeler. The icon displayed when the
Cell Status is checked on is .
Set Value Protected This value may not be edited when the component is
placed in the Modeler. There is no icon displayed
when the Cell Status is checked on.
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Navigation
Restore Custom Value Show the value from the custom database table. If the
user has never defined a custom value for the selected
cell, the value will be 0 by default. The cell
background color will be white.
Restore Catalog Value Show the value from the database table that was
originally defined for the component from the shipped
component library or the component designer. The
cell background color will be yellow.
Cut Only available when a value from the custom database
table is displayed. This will set the custom database
table value to 0 and set the status to Modeler Must
Change.
Copy Copy the selected cell data.
Paste Paste copied cell data into another cell.
Delete Delete the selected cell data.
Dimension Display Units Dimension information includes all values for
components, excluding the size value. Toggle between
Metric and English units. Changing units affects all
units displayed in the current session (except data that
is currently open).
Show Cell Status Display the status of each individual cell. These
statuses include: Value Override, Value Must Change,
Value Protected
Refresh Refresh the components table with current database
information.
Materials Editor Dialog Box Right-Click Menu

This menu appears when you right-click in the Materials editor dialog box.

Add Add a new material to the list. A text box will appear to
allow you to name the new material.
Rename Rename the selected material. Select the check boxes for
all types listed.
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Delete Delete the selected material.

Properties Opens the property view for the selected material. This
allows you to edit the name, description, and group that the
material belongs to.
Large Icons Selecting this option will display the materials using large
icons.
Small Icons Selecting this option will display the materials using small
icons
List Selecting this option will display the materials with name
only in a list format.
Details Selecting this option will display the material with name
and Description in a list format.
Related Topics
Material Editor
Manage Manufacturers Right-Click Menu

This menu appears when you right-click in the Mange Manufacturers dialog box.

Add Add a new material to the list. A text box will appear to
allow you to name the new material.
Rename Rename the selected material. Select the check boxes for
all types listed.
Delete Delete the selected material.
Properties Opens the property view for the selected material. This
allows you to edit the name, description, and group that the
material belongs to.
Large Icons Selecting this option will display the materials using large
icons.
Small Icons Selecting this option will display the materials using small
icons
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List Selecting this option will display the materials with name
Details Selecting this option will display the material with name
and Description in a list format.
Related Topics
Adding, Deleting, and Editing Manufacturers
Manage Manufacturers Dialog Box
Specifications Explorer Right-Click Menus

This menu appears when you right-click on the main Specs directory heading in the
Explorer pane.

Add spec Open the Adding specs to component tree dialog box
where you can add previously created specifications to the
Explorer tree, or create and add a new spec.
Create spec Start the Create spec wizard where you can create a new
specification.
Manage specs Open the Manage specs dialog box.
Show hidden Open the Hidden specs dialog box where you can view a
list of hidden specs.
Refresh Refresh the specifications tree.
This menu appears when you right-click on a specification name, such as Spec A, in the
Explorer pane. Note that some options are not available for the default specifications
provided with 3DSMART as they are not modifiable.
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Add types Open a sub-menu where you can choose from the following options:
Select for add opens the Component type tree dialog box where you can select
component types to add.
All from library adds all component types in the library to the selected spec.
All from spec allows you to add component types based on an existing
specification.
Add groups Add component groups to the spec. This command contains the same sub-
menu options as Add types.
Rename Edit the selected spec name.
Hide Open the sub-menu where you can select Local persistence to remove the
selected specification from the tree, or Server persistence to hide the selected
specification from all users who access it from a server.
Delete Remove component types and groups from the selected node in the tree.
Create like Open the first page of the Create spec wizard with the Create like checkbox
activated.
Add components Open the sub-menu where you can select from the following options:
Add all (merge) adds all components in the component library to the selected
spec.
Copy all from spec copies components from an existing spec, overwriting any
existing component data in the spec.
Merge all from spec adds component data from an existing spec but will not
overwrite existing data.
Remove components Remove component from the specification but leave the component directory
structure in place.
Regenerate Regenerate the specification and remove empty type and group folders.
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Properties Open the Spec properties dialog box displaying the Spec properties tab.
Spec Report Create a report in either text or comma delimited (i.e. Excel) format
This menu appears when you right-click on a component type name, such as Flanges, or any
of its subdirectories such as Weld Neck and Flat Face, in the spec directory tree of the
Explorer pane. Note that some options are not available for the default specifications
provided with 3DSMART as they are not modifiable.

Add types Open a sub-menu where you can choose from the following options:
Select for add opens the Component type tree dialog box where you
can select component types to add.
All from library adds all component types in the library to the selected
spec.
All from spec allows you to add component types based on an existing
specification.
Add groups Add component groups. This command contains the same sub-menu
options as Add types.
Add components Open the sub-menu where you can select from the following options:
Add all (merge) adds all components in the component library to the
selected spec.
Copy all from spec copies components from an existing spec,
overwriting any existing component data in the spec.
Merge all from spec adds component data from an existing spec but
will not overwrite existing data.
Remove components Remove component from the specification but leave the component
directory structure in place.
Hide Open the sub-menu where you can select Local persistence to remove
the selected specification from the tree, or Server persistence to hide
the selected specification from all users who access it from a server.
Delete Remove component types and groups from the selected node in the
tree.
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Manage materials Access the Materials editor dialog box, Default group settings tab.
Manage valve tags Access the Manage valve tags dialog box.
Properties View the Quick Info dialog box.
Regenerate Regenerate the specification and remove empty type and group
folders.
This menu appears when you right-click on a component group name in the Specs directory
tree. An example is the 150 lb Double Extra Strong, Flat Faced Weld Neck Flange.

Open view Open the Data pane view for the selected group.
Add components Access the following sub-menu options:
Select for add lets you select specific components to add to the spec.
Add all lets you add all components from the component library.
Copy all from spec lets you copy group components from an existing spec,
replacing any existing component information.
Merge all from spec lets you add group components from an existing spec
while preserving any existing component information.
Import from Import components from an existing spec.
Remove components Remove all components or selected components from the group.
Hide Hide the group; remove it from the Explorer tree.
Delete Delete the group from the current spec.
Manage materials Access the Materials editor, Default group settings tab.
Properties Access the Quick Info dialog box.
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Specifications Data Pane Right-Click Menus

Note: The following menus appear only when you select a component group name in the
Specs library tree and open the property view. An example is the 150 lb Double Extra
Strong, Flat Faced Weld Neck Flange.
This menu appears when you right-click in the Available components to be added to the
spec list.

Add to Spec Moves the selected component to the Components in Spec list. This will not
change the database unless you click the Save button.
Refresh Updates the list of available components from the database. Any components
currently existing in the Components in Spec list that were not saved will be
moved back to the Available Components list.
Add All Sizes to Moves all of the available components to the Components in Spec list. This
Spec will not change the database unless you click the Save button.
Select All Selects all of the available components in the list.
This menu appears when you right-click in the Components in the spec list.

Apply Settings Applies the selected material, manufacturer or catalog number information to
the highlighted components in the specification.
Refresh Updates the list of components in specification from the database. Any
components currently existing in the Components in Spec list that were not
saved will be moved back to the Available Components list.
Remove Removes the currently selected component from the specification. This
component will be moved back to the Available Components list.
Large Icons Selecting this option will display the components in the specification using
large icons.
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Small Icons Selecting this option will display the components in the specification using
small icons
List Selecting this option will display the components in the specification with name
Details Selecting this option will display the components in the specification with
material, manufacturer and catalog number in a list format.
Remove All Removes all of the components from the specification. This component will be
moved back to the Available Components list.
Select All Selects all of the components currently in the specification.
Spec Properties Dialog Box Right-Click Menus

This menu appears when you right-click on an item in the material list on the Spec
Properties tab in the Spec Properties dialog box.

Add Open the Create spec material dialog box where you can create a new
material.
Create like Open the Create spec material dialog box where you can create a new
material based on an existing material.
Remove Remove the selected material type.
Remove all Remove all material types available for the selected specification. You
cannot remove material types used by other specifications.
Properties Open the Edit spec material dialog box where you can edit properties
for the selected material.
This menu appears when you right-click on an item in the commodity list on the
Service/Commodity tab in the Spec properties dialog box.
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Add Access the Create commodity dialog box displaying blank fields.
Create like Access the Create commodity dialog box with fields populated with
data from the current commodity.
Remove Remove the selected commodity.
Remove all Remove all commodity types available for the selected specification.
You cannot remove commodity types used by other specifications.
Properties Access the Edit commodity dialog box where you can edit properties
for the selected commodity.
Manage Specs Dialog Box Right-Click Menus

This menu appears when you right-click on a spec name, such as Spec X, in the Manage
specs dialog box.

Create Access the Create spec wizard to create a new blank spec.
Create like Access the Create spec wizard to create a new spec based on
the selected spec.
Add components Access sub-menu options that allow you to add all
components available, add components from a selected
library, copy (overwrite) components from a selected spec or
merge (preserve) components from a selected spec.
Remove components Remove all components or remove components from a
selected component library.
Remove To remove the spec from the database.
Properties To access the Spec properties dialog box.
Add Specs to Component Tree Right-Click Menu

This menu appears when you right-click the component name in the Adding specs to
component tree dialog box.
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Create Access the Create spec wizard.
Hide To hide the selected spec.
Create like Access the Create spec wizard with the Create like spec
check box selected.
Remove Remove the spec from the database.
Properties Access the Spec properties dialog box.
Hidden Specs Right-Click Menu

This menu appears when you right-click on the spec name in the Hidden specs dialog box.

Reset hidden Make the selected hidden spec visible.
Reset all hidden Make all hidden specs visible.
Properties Access the Spec properties dialog box.
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General Procedures
General Procedures
Changing Units (Global)

Use this procedure to change the default unit selection for all components. This change
effects all units displayed in the current session (except data that is currently open).
To change units...
1. From the View menu, select either Dimension Display Units or Size Display Units.
The secondary menu appears.
2. Select the desired unit type (Metric or English) from the secondary menu.
Related Topics
Changing Units (Component Group)
Hiding Component Explorer

To optimize screen space, you may choose to hide the Explorer pane until it is required.
To hide/show the Component Explorer pane...

From the View menu, select Show component explorer. If the Explorer is currently visible,
it will disappear. If the Explorer is currently hidden, it will appear in the docked position.
Related Topics
Specification Manager Menus
Moving Explorer
To optimize screen space you may move the Explorer from its default location.
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General Procedures
To move the Explorer...
1. Click in the control region of the Explorer pane (anywhere above the Design
libraries drop-down list).
2. Drag the Explorer to a new location.

¾ Note: After you move this window from the default position, you may
resize it.
¾ Tips: If you drag the Explorer into the upper left or right corner of the
main Specification Manager window, it docks and opens to full size.
You can toggle Explorer on and off using the View menu > Show
component explorer command.
Related Topics
Resizing Panes
Resizing Panes
You can optimize screen space by resizing any Component Manager pane.
¾ Note: To resize the length of the Explorer pane, you must move it out
of its default (docked) position. You can adjust width while this pane is
docked.
To move/resize panes…
1. Position your cursor over any pane border.

The cursor changes to a double arrow.
2. Click and drag the pane border to increase or decrease the size of the pane.
Related Topics
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General Procedures
Refreshing in Specification Manager

To ensure that you are working with the most up to date information from the database, use
these refresh operations.
¾ Note: These procedures are only required when the component database
is modified.
To refresh the component tree...
1. Collapse the entire directory structure.

2. Right-click anywhere in the Component Explorer white space.
The right-click menu appears.
3. Click Refresh.
To refresh a component type...
1. Right-click on the component type name, such as Elbows, that you want to refresh.
2. Select Refresh.
This refreshes the selected component type and all its sub-types and groups.
To refresh a component group...
1. Open the component group in the data pane. An example of this is an Extra Strong,
Reducing Butt Weld Lateral.
2. Right-click in the upper left cell of the specifications table.
3. Select Refresh.
This refreshes all component group data in the table.
To refresh individual cell data in the data pane…
1. Right-click in the data cell. This is applicable for any cells containing component
property data and has a yellow background. The right-click menu appears.
2. Select Refresh.
¾ Note: The right-click menu for all cell types includes a Refresh option.
Related Topics
Page 27
General Procedures
Component Explorer Right-click Menus
Working With Multiple Component Windows

You can open multiple component group windows in Specification Manager.
All open windows appear in the Specifications pane of the screen.
Use the Window menu to:
tile all open windows
cascade all open windows
Use the individual window buttons to minimize or maximize the selected window.
Click on any item in the currently open windows list to maximize it and bring it to the front
of all other open windows.
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Color Scheme Procedures
Assigning Colors
You can assign a unique color value to any of the following:
specifications
materials
commodities/services
ratings
line numbers (use Project Manager)
To assign a color to a specification...
1. From the Tools menu, select Manage specs.

The Manage specs dialog box appears.
2. Double-click the spec name to which you want to assign a color.
The Spec properties dialog box appears.
3. Click the color selection box (beside the Spec Name input box).
The color selection list appears.
4. Select a color. For the full list of colors, select other colors.
5. Click Apply to apply the new color and save the information to the database.
6. Click OK to close the dialog box.
¾ Note: Alternately, double-click the specification name in the Explorer
pane to access the Spec properties dialog box.
To assign a color to a material...
1. Double-click the specification name, such as Spec F, in the Explorer pane.

2. In the Spec properties tab, click the color selection box beside the material name to
which you want to apply a new color.
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4. Click OK to save the information and close the dialog box.
To assign a color to a commodity or service...

2. In the Service/Commodity tab, click the color selection box beside the
commodity/service name to which you want to apply a new color.
To assign color to a rating...

2. Click the Description tab.
3. Click the button beside the ANSI rating# drop-down list.
The Manage ratings dialog box appears.

4. Click the color selection box beside the rating label to which you want to apply a
new color.
The color selection box appears.
To assign a color to a line number...

Assign colors to line numbers using the Project Manager application. Please consult Project
Manager User Guide for information on assigning line number colors.
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Component Library Procedures
Component Library
Procedures
Component Types
Viewing Component Type Information

Component type information includes any or all of the following:
component type ID
associated preview file name
short description
To view information for a component type...
1. Right-click on the component type, such as Flanges, in the Explorer view.

2. From the right-click menu, select Properties.
The Properties dialog box for the component type appears.
3. Click OK to close the Properties dialog box.
Component Groups
Opening Component Data

To open component data, double-click on a component group name in Component
Explorer. The component group data appears in the Data Pane, and a preview of the
selected component appears in the Preview Pane. An example of this is the 150 lb Machine
Bolts, under Raised Face in the Bolts folder.
Viewing Component Group Information

Component group information includes any or all of the following:
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component type ID
preview file name
associated component group ID
descriptive information (including short description)
To view information for a component group…
1. Right-click on the group name in the Component Explorer.

2. From the right-click menu, select Properties.
The Properties dialog box for the component group appears.
3. Click OK to close the Properties dialog box.
Changing Units (Component Group)

Use this procedure to change the units for the component data group currently displayed in
the Data Pane. This change affects all units displayed in the active window only.
To change units...
1. Position your cursor in the upper-left cell of the data table and right-click.
2. From the right-click menu, select Dimension display units or Size display units.
A secondary menu appears.
3. Select the desired unit type from the secondary menu.
Components
Customizing Data Tables (Moving Columns and Rows)

You can customize component data tables by moving table columns and rows. You can save
your customized table settings for future use.
¾ Important: You cannot move columns of key data (gray cells).
To move a column...
1. Click and hold on the column heading.

2. Move the cursor to the desired location.
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Note: The cursor changes to the icon below as you move the column.
3. Release the mouse button. The column appears in the new location.
Note: You can resize column width by clicking and dragging the column edge.
To move a row...
1. Click and hold on the row heading.

2. Move the cursor to the desired location.
Note: The cursor changes to the icon below as you move the row.
3. Release the mouse button. The row appears in the new location.
To save column and row changes...
1. Right-click in any column heading. The right-click menu appears.

2. From the right-click menu, select Save column layout to save your column changes.
3. From the right-click menu, select Save row order to save your row changes.
Related Topics
Modifying Component Data

You can modify component data that appears in white or yellow cells. You cannot modify
data that appears in gray cells.
¾ Warning: If you modify component data you also modify the

component database. This may have a significant impact on existing
drawings. If you are uncertain about the impact of modifying this data,
consult with your project administrator.
¾ Important: Table property data (data that binds to property tables in the
component database) appears in yellow shaded cells.
¾ Custom data appears in white cells and is always in bold font. Custom
data is not associated with a property table.
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To modify yellow cells (table property data) you must use the Component Designer
application.
To modify cells to contain custom data...
1. Double-click the cell containing data to modify. It can be either a yellow cell or a
white cell.
The current value appears highlighted.
2. Type a new value.
3. Press Enter.
The new value appears in bold text in a white cell. The database updates
automatically.
Manufacturers

Use these procedures to add, remove, or edit manufacturers in the database.
To add a manufacturer...
1. From the Tools menu, select Manage manufacturers.

The Manage manufacturers dialog box appears and displays a list of all
manufacturers.
2. Right click and select Add button from the context menu.
3. The cursor moves to a new, blank row in the table.
4. Type the name of new manufacturer.
5. Double-click Manufacturer name to open the Properties dialog and type a code (if
required). Click OK when you are done.
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6. Click OK to save the new manufacturer and close the dialog box, OR Apply to save
the new manufacturer without closing the dialog box.
To remove a manufacturer...

manufacturers.
2. Click the manufacturer you want to remove.
A dashed border appears around the manufacturer.
3. Right-click the manufacturer name to view the pop-up menu.
4. Select Remove. A warning appears.
5. Click Yes to remove the manufacturer and associated code from the database.
To edit manufacturer information...

manufacturers.
2. Double-click the manufacturer you want to edit.
3. Type a new name for the manufacturer.
4. Click OK to save the new name and close the dialog box, or Apply to save the new
name without closing the dialog box.
¾ Note: You can change the code for a manufacturer by double-clicking in
the associated code box and typing a new code.
Related Topics
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Materials
Materials
Introduction
The materials management features of the Specification Manager allow you to do the
following:
create a master materials list for each design library you use
Materials List
Introduction
Each design library has its own materials list.
This list includes the name and a brief description of the materials used in the component
groups and types.
You can use Specification Manager to:
add materials to the master list
remove material from the master list
edit master list data
Adding Materials to the Materials List

Use this procedure to add a material to the materials list.
To add a material...
1. From the Tools menu, select Manage materials.

Alternately, right-click any component type or group in the Component Explorer
tree and then select Manage materials from the pop-up menu.
The Materials editor dialog box appears.
¾ Tip: If you access the Materials editor using the Tools menu you can
edit the materials lists for all design libraries. If you access the editor by
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Materials
right-clicking on a component type or group, you can only edit the

materials list for the current design library open in Explorer.
2. Right click and select Add from the context menu.

A new set of empty data cells appears at the bottom of the materials list.
3. Enter the name for the new material (must be unique).
4. If you wish to provide a description, double click on the new material to open its
property view. Here you may provide the description.
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Materials
5. Do one of the following:

Click OK to apply changes to the database and close the dialog box
Click Apply to apply changes to the database without closing the dialog
box
Click Cancel to exit the dialog box without making any changes to the
database
6. Repeat steps 3 to 5 for each addition to the materials list.
Related Topics
Materials editor
Removing Materials from the Materials List

Use this procedure to remove a material from the materials list.
Important: You cannot remove a material from the list if the material is:
assigned to a material set
assigned as the default for any component group
assigned to a component in any specification
To remove a material...

tree, and then select Manage materials from the pop-up menu.
edit the materials lists for all design libraries. If you access by right-
clicking on a component type or group, you can only edit the materials
list for the design library open in Component Explorer.
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Materials
2. Click the item you want to remove from the list.

¾ Note: You can also select of range of items using shift-click method, or
by holding the mouse button and dragging to highlight all desired items.
To select an entire column, click in the column heading.
3. Right click and select the Delete command from the context menu.
The selected item(s) disappear from the viewing list but are not deleted from the
database.
box
database
5. Repeat steps 2 to 4 for each item you want to delete.
Related Topics
Materials editor
Editing Materials in the Materials List

Use this procedure to edit material information in the materials list.
To edit material information...

edit the materials lists for all design libraries. If you access by right-
clicking on a component type or group, you can only edit the materials
list for the design library open in Component Explorer.
2. Double click the item you want to edit to open the Properties dialog.
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Materials
3. Enter the revised name or description information and click OK.

box
database
5. Repeat steps 2 through 4 for each additional item you want to edit.
Related Topics
Materials editor
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Component Library Dialog Boxes
Component Library Dialog

Boxes

Use this dialog box to add, remove, or edit manufacturers.
To access this dialog box...
From the Tools menu, select Manage manufacturers.
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In this field... Do this...

Display order Nothing - this is a system-defined field.
number
Manufacturer Type a name for the manufacturer.
column
OK Click to save changes to the database and close the dialog
box.
Cancel Click to close the dialog box without saving changes.
Apply Click to save changes to the database without closing the
dialog box.
Related Topics
Materials Editor Dialog Box

Use the Materials editor dialog box to input and edit the materials master list entries.
To access this dialog tab...

Tip: If you access the Materials editor using the Tools menu you can work with
materials sets for all design libraries. If you access by right-clicking on a component
type or group, you can only work with materials sets for the design library open in
Component Explorer.
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In this field... Enter/Do this...

Design library Use this drop-down list to select the design library you
want to work with.
Note: This list is only available if you access the dialog
box using the Tools menu.
Group Use this drop-down list to select the material group you
wish to work with.
Material Type or edit the name of the material.
Note: You cannot enter a new material or description until
you click the New button.
OK Click this button to apply changes to the database and close
the dialog box.
Cancel Click this button to abort the current task without updating
the database.
Apply Click this button to apply current changes to the database.
Related Topics
Materials List: Introduction
Page 45
Adding Materials to the Materials Lists

Editing Materials in the Materials List
Removing Materials from the Materials Lists
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Specifications Procedures
Commodities
Creating a Commodity Table

The Specification Manager comes with one large commodity table. The table contains an
extensive list of services and commodities you can apply to your specification. You can also
create a new, unique commodity table for your specification.
There are two steps to creating a commodity table. In the first step, you create and name the
table. In the second step you add commodities to the table.
You can create commodity tables for either new or existing specifications.
To create a new commodity table...

To create a new specification and add a new commodity table, click the
Tools menu and select Create spec. The Create spec wizard page
opens. Click Next to access the Service/Commodity page.
To add a new commodity table to an existing specification, double-click
on the specification in the Explorer. The Spec properties dialog box
opens. Click the Service/Commodity tab to continue.
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2. Click the materials Menu button.
3. From the menu, select Create table.

The Add new table dialog box appears.
4. Type a name for the commodity table.
5. Click OK.
The Add new table dialog box closes and you return to the Spec properties dialog
box Service/Commodity tab. The name of the new table appears in the Commodity
table drop-down list.
6. Add commodities to the table as described in the next section.
Adding and Removing Commodities

Specification Manager is shipped with one large commodity table (the PIP Standard
commodity table). The table contains an extensive list of services and commodities you can
apply to your specification. You can also create as many new and unique commodity tables
as you require for your specification.
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There are two steps to creating a commodity table. In the first step, you create and name the
table. In the second step you add commodities to the table.
You can do the following:
add commodities to new or existing tables
remove commodities from the current specification
remove commodities from new or existing tables
¾ Important: You cannot alter the PIP Standard commodity table (add or
delete commodities).
To add a new commodity to a table or specification...

From the Tools menu, select Create spec (when creating a new spec).
The Create spec wizard page opens. Click Next to access the
Service/Commodity page.
Double-click on a specification name in the Explorer pane (when editing
an existing spec). The Spec properties dialog box opens. Click the
Service/Commodity tab.
2. From the Commodity table drop-down list select the commodity table to which you
want to add items. You can also create a new table (see Creating a Commodity
Table).
3. Right-click in the commodity list area.
4. From the menu, select Add.
The Create commodity dialog box appears.
Note: To create a commodity based on an existing one, right-click the commodity
you want to copy, then select Create like from the menu.
5. Type a unique name and code for the new commodity, if required.
6. Select a category and type for the new commodity.
7. Click Apply to add the commodity to the table.
8. Click OK to close the Create commodity dialog box and return to the
Service/Commodity tab or wizard page.
The new commodity description appears in the list.
9. Click the check boxes beside the commodities you want to include in the current
specification.
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To remove a commodity from a table or specification...

Before you can remove a commodity from a table, you must first remove if from the
specification as described below.
1. Double-click on a specification in the Explorer.

The Spec properties dialog box opens.
2. Click the Service/Commodity tab.
3. From the drop-down list of commodity tables select the commodity table from
which you want to delete items.
4. Click the All commodities option.
This displays all commodities in the current table. Commodities with check marks
are included in the current specification.
To remove a commodity from the specification, clear the check mark in
the adjacent checkbox and then click Apply.
To remove a commodity from the table, clear the check mark (if
present), then click Apply. Right-click the commodity and from the
menu, select Remove.
6. Click OK to close the Spec properties dialog box.
Related Topics
Create Commodity Dialog Box
Spec properties Dialog Box - Service/Commodity Tab
Editing a Commodity
You can edit basic information for any commodity in a specification.
To edit a commodity...
1. Double-click on a specification in the Explorer pane.

3. From the Commodity table drop-down list select the commodity table you want to
edit.
5. Double-click the commodity you want to edit.
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The Edit commodity dialog box appears.

6. Edit any of the following data:
commodity name
commodity code
assigned color
category or type
7. Choose one of the following:

Click OK to apply changes and close the Edit commodity dialog box.
Click Apply to apply changes and leave the dialog box open.
Click Cancel to exit the dialog box without saving the changes.
Related Topics
Edit Commodity Dialog Box
Components, Types, and Groups
Assigning Types, Groups, and Components to a Specification

After you create a specification and enter general parameters, you can proceed with adding
components, groups, and types to the specification.
You can add or remove components from a specification at any time; however, if the
specification is already in use with any 3DSMART projects, modifying the specification is
not recommended.
When you add components, groups, and types to a new specification, we recommend that
you do it in the following order:
types
groups
individual components
To assign component types to a specification...
1. In the Explorer, right-click on the specification to which you want to add

component types.
2. From the right-click menu, select Add types and select one of the following from
the submenu:
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Select for add - to open the Component type tree for spec dialog box
where you can view the component library structure and select
component types and sub-types to include in the specification.
All from library - to automatically add all component types in the
component library.
All from spec - to select a specification and automatically add all
component types in the selected specification to the current one.
3. If you choose Select for add, review the component tree carefully and select all
applicable types and sub-types.
Note: When applicable, use the Include all dependent types and Include all
dependent group check boxes.
4. Click Apply to add the types to your specification and close the Component type
tree for spec dialog box.
5. Continue by assigning component groups.
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To assign component groups to a specification...
1. In the Explorer, right-click on the component type to which you want to add
component groups.
2. From the right-click menu, select Add groups and select one of the following from
the submenu:
Select for add - to open the Add component groups into spec dialog
box where you can view the list of available component groups and
select groups to include in the specification. Note: This option is only
available if you open a lowest level sub-type.
All from library - to automatically add all component groups for
selected type (and any associated sub-types)
All from spec - to select a specification and add component groups
from this specification to selected type (and any associated sub-types)
3. If you choose Select for add, review the component groups carefully and select all
applicable groups. Note: You can select a range of groups using Shift + click, or
selected items using Ctrl + click.
4. Click OK to add the groups to your specification and close the Add component
groups into spec dialog box.
5. Continue by assigning individual components.
To assign components to a specification...
1. In the Explorer, right-click the component group to which you want to add
components.
2. From the right-click menu, select Add components and select one of the following
from the submenu:
Select for add - to open the Components in spec dialog box where you
can view the list of available components and select components to
include in the specification
Add all (merge) - to automatically add all components in the
component library for selected group
Copy all from spec - to select a specification and copy components (for
the selected group) into the current specification; this replaces settings
for existing components
Merge all from spec - to select a specification and merge components
(for the selected group) into the current specification; this preserves
settings for existing components
3. If you choose Select for add, review the component list and select all applicable
components. Note: You can select a range of groups using Shift + click, or selected
items using Ctrl + click.
4. Click Apply to add the groups to your specification and close the Components in
spec dialog box.
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Note: If you add items in the reverse order (groups before types, for example) the
groups will not be visible in the Explorer until you add the associated types.
Related Topics
Component Type Tree for Spec Dialog Box
Add Component Groups into Spec Dialog Box
Components in Spec Dialog Box
Removing Components, Groups, and Types from a Specification

You can remove components, groups, and types from a specification at any time, however, if
the specification is already in use with the 3DSMART Modeler, modifying the specification
is not recommended.
To delete a component type from a specification...
1. In the Explorer, right-click on the component type or sub-type you want to remove
from the specification.
2. From the right-click menu, select Delete. A warning appears.
3. Click OK to remove the selected type and all associated sub-types and components
from the specification.
To delete a component group from a specification...
1. In the Explorer, right-click on the component group you want to remove from the
specification.
2. From the right-click menu, select Delete. A warning appears.
3. Click OK to remove the selected group and all associated components from the
specification.
To remove components from a specification...
To remove all components in a component type...
1. Right-click the type folder and select Remove Components from the right-click
menu. A warning dialog box appears.
2. Click OK to remove all components in the selected type.
To remove all components from a group...
1. Right-click the on the group and select Remove Components > Remove All or
Delete from the right-click menu. A warning dialog box appears.
2. Click OK to remove all components in the selected type.
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To move selected components from a group...
1. Right-click the on the group and select Remove Components > Select for Remove
from the right-click menu.
The Components in Spec dialog box appears.
2. Use this dialog box to remove selected components from the specification.
Related Topics
Components in Spec Dialog Box
Assigning Attributes to Components in a Specification

After you add component groups to a specification, you can add specific components and
assign the following to each component:
materials
manufacturers
catalog numbers
schedules for branching components
wall thickness (main and branch)
valve tags
To assign a material to components in a spec...
1. In the Specs section of the Explorer, open the specification and associated
component group.
The group data opens in the specification component data pane. It lists all available
component sizes.
Page 55
2. In the Components in the Spec list, click the check boxes for all components to
which you want to assign a new material.
Note: To select all the components, right-click in the Components in the Spec
group and click Select All.
3. Click the Materials check box.
The drop-down list of materials becomes active.
4. Using the drop-down materials list, select the material you want to assign.
5. Click the Apply button.
This assigns the selected material to all selected components.
¾ Notes: If you have assigned sets of materials to a component type, only
materials from the assigned set of materials will appear in the drop-
down list. If you have not defined sets of materials for a component
type, the entire master list will appear.
¾ It is also possible to assign a default material to an entire component
group in the Component Library.
To assign a manufacturer to components in a spec...
component group.
Page 56
component sizes.
3. Click the Manufacturers check box.
The drop-down list of manufacturers becomes active.
4. Using the drop-down list, select the manufacturer you want to assign.
This assigns the selected manufacturer to all selected components.
To assign a catalog number to components in a spec...
component group.
component sizes.
3. Click the Catalog number check box (left of the table).
4. In the catalog number input box, type the catalog number you want to assign.
This assigns the selected catalog number to all selected components.
To assign a schedule to reducing components in a spec...
component group.
component sizes.
Page 57
3. Click the Schedule check box (left of the table).

4. In the Schedule drop-down list, select the schedule you want to assign.
This assigns the selected schedule to all selected components.
To assign wall thickness to components in a spec...
component group.
component sizes.
3. Click the Wall thickness or Wall thickness (branch) check box (left of the table).
4. In the input box, type the thickness value you want to assign.
This assigns the wall thickness value to all selected components.
To assign a valve tag to valve components in a spec...
component group.
component sizes.
3. Click the Valve tag check box (left of the table).
4. In the Valve tag drop-down list, select the valve tag you want to assign.
This assigns the selected valve tag to all selected components.
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Materials
Creating a New Spec Material

Use this procedure to add a new specification material to a new or existing specification as
required.
To add a new specification material...

To add a new specification material when you create a new
specification, from the Tools menu, select Create spec. The Create
spec Wizard opens.
To add a new specification material to an existing specification, double-
click on the specification name in the Explorer. The Spec properties
dialog box opens.
Page 59
2. In the Material section, click the Menu button.
3. From the menu options, select Add.

The Create spec material dialog box appears.
4. Type a material description and a code name.
Note: The code name appears in the material list.
5. Select a color for the new material.
6. Click Apply to create the new material and close the Create spec material dialog
box.
Related Topics
Create Spec Material Dialog Box
Assigning Attributes to Components in a Spec
Editing a Specification Material

Use this procedure to edit basic information for any specification material.
To edit a material...

2. Click the Spec properties tab.
3. In the material list, double-click the material you want to edit.
The Edit spec material dialog box appears.
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4. Revise any of the following data:

material name
material code
assigned color
5. Click OK to apply changes and close the Edit spec material dialog box, OR click
Apply to apply changes and leave the dialog box open.
Related Topics
Edit Spec Material Dialog Box
Valve Tags
Creating a New Valve Tag

Use this procedure to add a new valve tag to a new or existing specification as required.
This method is only available when a valve component, type or group is selected in the
Specification Explorer.
To add a new specification valve tag...

specification, from the Tools menu, select Manage Valve tags. The
Manage Valve tags opens.
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Click the Manage Valve tags button on the button bar.

In the Components in the Spec list, click the check boxes for all
components to which you want to assign a new material. Click the
button to the left of the Valve tag drop-down list.
2. In the Valve Tag section, click the Menu button.
3. From the menu options, select Add.

The Add New Valve Tag dialog box appears.
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4. Type a unique Valve Tag name.

5. Click OK to create the new material and close the Add New Valve Tag dialog box.
Related Topics
Assigning Attributes to Components in a Spec
Specifications
Showing/Hiding Specifications
Once a specification exists, you can use the add/hide features to display or hide
specifications. Use the following procedures to manage large numbers of specifications in
Component Explorer.
A specification hidden locally remains intact; it is simply not visible on the local machine's
tree directory in Component Explorer.
A specification hidden on the server remains intact, but it is not visible to anyone.
To hide a specification locally...
1. In Explorer, right-click on the specification you want to hide.

2. From the right-click menu, select Hide>Local persistence.
The specification disappears from the Explorer.
To hide a specification from all users on the server...
1. In Explorer, right-click on the specification you want to hide.

2. From the right-click menu, select Hide>Server persistence.
The specification disappears from the Explorer.
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To display a specification hidden locally...
1. In Explorer, right-click on Specs.

2. From the right-click menu, select Add spec.
The Adding specs to component tree dialog box appears. It displays a list of all
locally hidden specifications.
3. Click the check box beside any spec(s) you want to display in the Explorer.
4. Click OK to close the dialog box and display the specifications.
To display a specification hidden on the server...

2. From the right-click menu, select Show hidden.
The Hidden specs dialog box appears. It displays a list of all hidden server
specifications.
3. Click the specification(s) you want to display.
4. If you want to display the specification immediately, click the Insert into
component tree box.
Note: If you do not click this box, you must add the selected specification(s) to the
tree using the procedure above (To display a specification hidden locally)
5. Click Exit to close the dialog box.
Creating a New Specification: Introduction

To create a new specification, you must perform these procedures:
Create the new specification and assign general parameters
Assign component types, groups, and individual components to the specification
¾ Note: Creating a new specification is different from Adding a

specification. Creating refers to generating a new specification, adding
refers to making an existing specification accessible to one or more
users.
Creating a New Specification

Tip: The easiest way to create new specifications is to use the generic specs that ship with
3DSMART, copy them and add or remove components as required.
This procedure describes the first procedure in creating a new specification - entering
specification parameters. To complete the creation process, you must assign components,
groups, and types.
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You can manually enter each parameter, or you can copy the parameters from an existing
specification.
To create a new specification...
1. From the Tools menu, select Create spec.

The Create spec wizard page opens.

To create a new specification manually, ensure the Create like spec box
is empty.
To create a specification using parameters and components from an
existing specification, ensure the Create like spec box is checked and,
using the drop-down list, select the specification you want to copy.
3. In the Spec box, type a name for the new specification.

4. Using the color list drop-down selection list, select a color for the new specification.
5. In the Description box, type a description for the new specification.
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6. In the Material list, select the material type for the specification.
Note: If the material you require is not in the list, click the Menu button and select
Add to access the Create spec material dialog box where you can add a new
specification material.
7. Click Next to continue.
The Service/Commodity page appears and displays a list of all available services
and commodities (PIP Standard table is the default).
8. Select the commodity types for which the specification is designed.

Note: You can use the check boxes to filter the available options. Commodity
information is not mandatory.
The Description page appears (applies only to ANSI library).
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10. In the input boxes, type the description information as required.

Note: No field on this page is mandatory.
To manage ratings, click the Manage ratings button.
The Manage ratings dialog box appears. Click OK when finished.
Page 67

The Parameters page appears (applies only to ANSI library).
12. In the input boxes, type parameters information as required.
Note: No field in this dialog box is mandatory.
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13. Click Finish.

14. In the Component Explorer pane, right-click on the new spec name.
15. Select Regenerate from the menu.
Related Topics
Editing a Specification Name or Description

You can change the name or description of a specification at any time. Changing the name of
a specification does not negatively impact projects and designs developed using the
specification.
To edit a specification name or description...
1. In the Specification Explorer, double-click the specification name.
Page 69

2. Type a new name for the specification, or type a new description.
3. Click OK to change the name or description and close the dialog box, or click
Apply to change the name or description without close the dialog box.
Note: You can also change the specification name by right-clicking on it (in the
Specification Explorer), and selecting Rename from the menu.
Related Topics
Specifications Right-click Menus
Removing Specifications
Do not remove a specification until you are certain that removing it will not interfere with
Project Manager or existing 3D models. If you are uncertain about removing a specification,
consider hiding the specification until you determine all implications.
You can remove a complete specification (all properties and all components from all design
libraries) or you can remove the specification from one particular design library.
To completely remove a specification...

Alternately, right-click on Specs in Explorer and select Manage specs.
The Manage specs dialog box appears.
2. In the specifications list, right-click the specification you want to remove.
3. From the right-click menu, select Remove.
A warning appears indicating you are about to remove the specification from the
database.
4. Click OK to remove the specification from database.
To remove a specification from a design library...
1. In the Explorer, open the design library from which you want to remove the
specification.
2. Under Specs, right-click the specification you want to remove.
3. From the right-click menu, select Delete.
A warning appears indicating you are about to remove the components of
specification.
4. Click OK to remove the specification from the current design library.
Related Topics
Manage Specs Dialog Box
Page 70

Editing a Specification or Description
Importing and Exporting Specifications

The Import and Export functions of the Specification Manager allows for data transfer
between two different database installations, either within the same organization, or between
companies. The Export function creates a folder of text files that may then be read by the
Import function. By default, this folder is created on local machine that is running the
Specification Manager application, at C:\Program Files\PROCAD\3DSMART
V2011\specexport\SpecOutput\. The subfolder created will have the same name as the
specification being exported.
There are some limitations to the current specification import and export procedures. Only
one library of components will be exported each time the command is run. Therefore, if you
have components in your specification from two libraries, such as the ANSI piping library
and ASME piping library, you will need to run the Export command twice.
The Export command will only work with components that were shipped by PROCAD.
Custom components will be skipped. Likewise, custom materials or manufacturers that are
associated with the individual components or are associated with the overall specification
properties will also not be exported.
In Windows 7 or Windows Vista, the Specification Manager must be run as an administrator
for the files to be created during the import process. In order to run an application as an
administrator, right-click on the executable, and select the Run as Administrator command.
To export a specification from the database installation currently in use by

3DSMART...
1. From the Tools menu, select the Export Spec … command. The Spec Exporting
utility dialog box will appear.
Page 71
2. From the drop down boxes, select the specification to be exported, as well as the
library of components to be exported.
3. If desired, select a new output location by selecting the Browse button.
4. Click the Export button.
5. A message will appear indicating that the export is complete.
If there are any custom components, materials, manufacturers, or other custom
database items, you will receive a warning message during the export process. The
message will indicate the custom item detected, and indicate that this information
will not be exported.
6. Click the OK button to close the message.

7. Click the Cancel button to close the Spec Exporting utility dialog box, or return to
step 2 to export more data.
To export a specification from a database installation not currently in use by

3DSMART...
1. From the Tools menu, select the Export Spec From … command. The SQL Server
Connect dialog box will appear.
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2. Select the SQL Server to connect to from the drop down box. Local SQL
installations will be listed, and the <Browse for more..> command will provide
access to network SQL installations.
3. Click Test Connection.
4. Click OK. The Spec Exporting utility dialog box will appear.
Page 73
5. From the drop down boxes, select the specification to be exported, as well as the
library of components to be exported within the spec.
6. If desired, select a new output location by selecting the Browse button.
7. Click the Export button.
If there are any custom components, materials, manufacturers, or other custom
database items, you will receive a warning message during the export process. The
message will indicate the custom item detected, and indicate that this information
will not be exported.
9. Click the OK button to close the message.

10. Click the Cancel button to close the Spec Exporting utility dialog box, or return to
step 5 to export more data.
To import a specification to the database installation currently in use by

3DSMART...
1. From the Tools menu, select the Import Spec … command. The Open Spec file
dialog box will appear.
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2. Browse to the location selected during the export, or the location that the exported
folder was copied to. Find the Spec.txt file and select it.
3. Click the Open file. The Import Spec file dialog box will appear.
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4. If the specification name already exists in the target database, you will be required to
provide a unique name.
5. Select the colour to be associated with the specification.
6. If required, you may change the database that the information will be imported into
by selecting the Destination button. The SQL Server Connect dialog box will
appear.
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9. Click OK. You will be returned to the Import Spec utility dialog box.
10. Click the Import button.
If there were any custom components, materials, manufacturers, or other custom
database items that were not exported, you will receive a warning message during
the import process. The message will indicate that a custom item was detected
during the import, and that substitute data will be used during the import.
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12. Click the Cancel button to close the Import Spec utility dialog box, or return to step
4 to export more data.
To import a specification to a database installation not currently in use by

3DSMART...
1. From the Tools menu, select the Import Spec To … command. The SQL Server
connect dialog box will appear.
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4. Click OK. You will be returned to the Import Spec utility dialog box.
5. If the specification name already exists in the target database, you will be required to
provide a unique name.
6. Select the colour to be associated with the specification.
7. Click the Import button.

If there were any custom components, materials, manufacturers, or other custom
database items that were not exported, you will receive a warning message during
the import process. The message will indicate that a custom item was detected
during the import, and that substitute data will be used during the import.
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9. Click the Cancel button to close the Import Spec utility dialog box, or return to step
5 to export more data.
Page 80
Specifications Dialog Boxes
Add Component Groups into Spec Dialog Box

Use this dialog box to add component groups to the selected specification.
1. In the Specification Explorer, right-click on the component type to which you want
to add component groups.
2. From the right-click menu, select Add groups - Select for add.
The Add component groups into spec dialog box appears.
Note: This option is only available if you open a lowest level sub-type.
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From spec drop- To view a list of all component groups available in the
down list component library, leave this blank.
To view a list of component groups available in a
particular specification, select that specification from
the drop-down list.
Component type Nothing - this is a view-only field.
Select Select the component groups you want to add to the
components specification. If the From spec field is blank, this list
groups to be contains all groups available in the component library. If
added list the From spec field contains a specification name, the
list contains only those groups included in that
specification.
You can use the Shift and Ctrl keys to select multiple
groups.
OK Click to save changes to the database and close the
dialog box.
Related Topics
Add New (Commodity) Table Dialog Box

Use this dialog box to create a new, empty commodity table. You can add commodities to
the new table in a separate procedure.

Note: You can also add a new commodity table when you create a new spec using
the Create spec wizard.
2. Click the Service/Commodity tab (or click Next to access the Service/Commodity
page of the Create spec wizard).
3. Click the Menu button.
4. From the menu, select Create table.

The Add new table dialog box appears.
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Commodity Type a name for the new commodity.
table input box
box.
Related Topics
Adding Specs to Component Tree Dialog Box

2. From the right-click menu, select Add spec.
The Adding specs to component tree dialog box appears. It displays a list of all
locally hidden specifications.
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Create new spec Click to open the Create spec wizard where you can
create a new specification.
Check spec(s) to Click check boxes to select specifications to add to the
be added tree.
OK To save changes to the specifications tree and close the
dialog box.
Cancel Close the dialog box without adding specifications to the
tree.
Related Topics
Adding/Hiding Specifications
Component Type Tree Dialog Box

Use this dialog box to add component types, subtypes, and dependent groups to a
specification.
1. In the Explorer, right-click on the specification to which you want to add

component types.
2. From the right-click menu, select Add types - Select for add.
Page 84

From list Use drop-down list to select a component tree to select
types from. You can choose from the component library
tree, or component trees for other specification.
Add/Remove Click boxes to include/exclude types and sub-types in the
Types List specification.
Include all Click to include all sub-types for the selected types.
dependent type
checkbox
Include all Click to include all groups for the selected types and sub-
dependent types.
groups checkbox
OK To save changes to the database and close the dialog box.
Cancel Close the dialog box without saving changes.
Apply Save changes to the database without closing the dialog
box.
Related Topics
Page 85
Create Commodity Dialog Box

Use this dialog box to create a new commodity for an existing commodity table.
1. Double-click on a specification name in the Explorer.

3. From the drop-down list of commodity tables select the commodity table to which
you want to add items. You can also create a new table (see Creating a Commodity
Table).
4. Right-click in the commodity list area.
The Create commodity dialog box appears.
Note: To create a commodity based on an existing one, right-click the commodity
you want to copy, then select Create like from the menu.

Table Nothing - this is a view only field.
Name Type a name for the new commodity.
Color Selection Click to access the color selection box where you can change
the color assigned to the commodity.
Category Click one of the Category options.
Page 86
Options
Type Options Click one of the Type options.
box.
dialog box.
Related Topics
Create Spec Material Dialog Box

Use this dialog box to create a new specification material.

3. Click the Menu button.

The Create spec material dialog box appears.
Page 87

Material input Type a name for new material.
box
Color selection Click to access the color selection box where you can select
drop-down a scheme and color for the material.
Code Enter a short code for the material.
ID Nothing. This is a system generated ID.
box.
dialog box.
Related Topics
Manage Valve Tags Dialog Box

Use this dialog box to create a new valve tag.
Do one of the following:

specification, from the Tools menu, select Manage Valve tags. The
Manage Valve tags opens.
Click the Manage Valve tags button on the button bar.
In the Components in the Spec list, click the check boxes for all
components to which you want to assign a new material. Click the
button to the left of the Valve tag drop-down list.
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Component Displays the valve component that the valve tag is being
Information created for.
Rating Displays the specific rating that the valve tag is being
created for. Necessary if there are multiple ratings for the
valve type being examined.
Valve Tags Lists the names of the created valve tags.
Default prefix New valve tags will use this prefix by default.
Click to access a menu that contains commands for adding
or removing materials list items.
box.
dialog box.
Page 89
Related Topics
Edit Spec Material Dialog Box

Use this dialog box to edit basic specification material information.

3. In the material list, double-click the material you want to edit.
The Edit spec material dialog box appears.

Material input Type a name for the material.
box
Color selection Click to access the color selection box where you can select
a scheme and color for the material.
Code Type a short code for the material.
ID Nothing. This is a system generated ID.
box.
Page 90

dialog box.
Related Topics
Editing a Specification Material
Edit Commodity Dialog Box

Use this dialog box to edit the attributes assigned to a commodity in a commodity table.

3. From the drop-down list of commodity tables select the commodity table where you
want to edit items.
5. Double-click the commodity you want to edit.
The Edit commodity dialog box appears.
Page 91

Table Nothing - this is a view-only field.
Name Type a name for the commodity.
Code Type a code value if required.
ID Nothing - this is a view-only field.
Color selection Click to access the color selection box where you can
box change the color assigned to the commodity.
Category options Click one of the Category options.
Type options Click one of the Type options.
box.
dialog box.
Related Topics
Editing a Commodity
Spec Properties Dialog Box
Spec Properties Tab

Use this dialog box tab to perform any of these functions:
edit the specification name or description
assign a different color to the specification
assign or add new materials to the specification
show or hide the spec
1. In the Specification Explorer, double-click the specification.

You can also access this dialog box using the Create spec wizard.
Page 92

Spec ID Nothing - this is view-only field.
Spec input box Type a name for the current specification.
Hidden check Click to hide the spec; leave blank to make the spec visible
box to users.
Description Type a description of the current specification.
input box
Menu button Click to access a menu that contains commands for adding
or removing materials list items.
Material list Click list items to include these materials in the
specification.
Color selection Click to access the color scheme selection box where you
can select a scheme and color for the material.
box.
dialog box.
Page 93
Related Topics
Editing a Specification Name or Description
Service/Commodity Tab
Use this dialog box tab to perform any of these functions:
create or edit commodity tables
assign commodities to the specification
access the Edit commodity dialog box where you can edit existing
commodity information
¾ Note: Information entered here has no effect on 3DSMART Modeler

functions.

You can also access this page using the Create spec wizard during new spec
creation.
Page 94

View Click to access a menu that contains options for
button viewing commodity descriptions and abbreviations (in
the list area).
Menu Click to access a menu that contains commands for
button adding or removing commodities and commodity
tables from the specification.
Note: You cannot modify the PIP Standard commodity
table.
Commodity table Use the drop-down list to select a commodity table.
Use the options to view all commodities in the selected
table, or only those included in the specification.
Categories options Use the filter options to view all commodities in the
selected table, or filter them by category.
Types options Use the options to view all commodities in the selected
table, or filter them by type.
Commodity list View the list of commodities in the selected
commodity table (filtered when filters are applied).
Commodities included in the current specification are
check-marked.
Click check boxes next to commodities to include them
in the current specification. You can also deactivate
check boxes to remove the commodity from the
specification.
OK Click to save changes to the database and close the
dialog box.
Apply Click to save changes to the database without closing
the dialog box.
Related Topics
Editing a Commodity
Description Tab
Use this dialog box tab to enter general information about a specification.
Information entered here has no effect on 3DSMART Modeler functions.
Page 95

2. Click the Description tab.

All input boxes Type the description information defined in the fields. This
information is for information purposes only. Information
entered here has no effect on 3DSMART Modeler
functions.
Click to access the Manage ratings dialog box.

box.
dialog box.
Page 96
Related Topics
Manage Ratings Dialog Box
Parameters Tab
Use this dialog box tab to enter general information about a specification.
This information is for information purposes only. Information entered here has no effect on
3DSMART Modeler functions.

2. Click the Parameters tab.

All drop-down Select the required information from the drop-down lists.
lists Information entered here has no effect on 3DSMART
Modeler functions.
Manage Click to access the Manage ratings dialog box.
ratings
Page 97

box.
dialog box.
Related Topics
Manage Specs Dialog Box

This dialog box displays all specifications that exist for all component libraries. Use this
dialog box to:
assign a color to a specification
rename specifications
hide specifications
remove specifications
create a new spec
add and remove components from a spec
access the Spec property dialog box

Alternately right-click on Specs in Explorer and select Manage specs.
Page 98

Color selection Click to access the color selection box where you can
boxes change the color scheme and color assigned to the
specification.
Right-click on the spec name to access the right-click menu
options.
Spec input box Select the text and type a new name if required.
Hidden Indicates if the selected specification is hidden in your
checkbox Explorer. Check or clear this box to hide or display the
selected specification.
Description Highlight the text and type a new description if required.
Spec ID Nothing - this is a view only field
box
Cancel Click to close the dialog box without saving changes
dialog box
Related Topics
Assigning Colors
Removing Specifications
Page 99
Specifications Right-click Menus
Hidden Specs Dialog Box

Use this dialog to select and display specifications that are currently hidden on the server.

2. From the right-click menu, select Show hidden.
The Hidden specs dialog box appears. It displays a list of all hidden server
specifications.

Specs list Displays a list of hidden specs. Right-click on a spec name
to access the right-click menu options.
Color selection Click to access the color scheme selection box where you
can select a scheme and color for the spec.
Make visible This command is only available if you select a specification.
Click this button to make the selected specification available
to all users.
Make all visible Click this button to make the all specifications listed
available to all users.
Insert into Click the checkbox to automatically place the reset
component tree specification(s) in Explorer (locally only).
Exit Click to close the dialog box.
¾ Note: Generic specs shipped with 3DSMART cannot be deleted, only

hidden. Components cannot be removed from or added to generic specs.
Related Topics
Showing/Hiding Specifications
Page 100
Hidden Specs Dialog Box Right-click Menu
Manage Ratings Dialog Box

Use this dialog box to manage ratings for the currently selected specification.
To access the Manage ratings dialog box...

2. Click the Description tab or the Parameters tab. You can also access this dialog
box using the Create spec wizard.
3. Click the Manage ratings button.
The Manage ratings dialog box appears.
In this... Do this...
Ratings list Select the rating you want to edit.
Color box beside Click to access the color scheme selection box to change
the rating name the color scheme and color for the rating.
Rating input box Type a new label/value for the rating.
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Code input box Type a new code value for the rating.
ID Nothing-this is a view-only field.
OK Click to save changes and exit the dialog box.
Cancel Click to exit the dialog box without saving changes.
Apply Click to apply changes to the database.
Spec Exporting Utility Dialog Box

Use this dialog box to export specification data for use in another database installation.
To access the Spec Exporting utility dialog box...
1. From the Tools menu, select Export Spec….
Alternately, from the Tools menu, select the Export Spec From … command.
Select the database, then the Connect button, then OK, and the Spec Exporting
utility dialog box will appear.
Select Library Select the library whose components will be exported.
Select Spec to be Select the specification whose components, in the defined
exported library, will be exported
Output files Define the location that the exported data will be saved to.
destination
Page 102
Export Click to start the export process.

Browse Click to change the location that the output files will be
saved to.
Import Spec Utility Dialog Box

Use this dialog box to export specification data for use in another database installation.
To access the Import Spec utility dialog box...
1. From the Tools menu, select Import Spec….
Alternately, from the Tools menu, select the Import Spec To … command. Select
the database, then the Connect button, then OK, and the Import Spc utility dialog
box will appear.
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Spec Name This is the name that the imported specification will use.
This must be a unique name.
Spec Description The description that will be associated with the imported
specification.
Destination Click to select the database where the specification will be
imported to.
Existing Specs Display only. Lists the existing spec in the destination
database and library.
Source Click to browse to the file location of the exported text
files.
Import Click to begin the import process.
SQL Server Connect Dialog Box

Use this dialog box to connect to a different database installation than the 3DSMART
installation is currently using.
To access the SQL Server Connect dialog box...
1. From the Tools menu, select Import Spec To….
Alternately, from the Tools menu, select the Export Spec From … command.
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SQL Server Select the database installation you wish to connect to. If
you do not see the database in the initial list, use the
<Browse for more> to find other instances both on the local
machine and on the network.
Authentication Select the mode that the SQL installation will use to verify
Mode the user’s privileges on the database.
Login Used only for SQL Server authentication. For Windows
authentication, the Window’s username and password is
used.
Password Used only for SQL Server authentication. For Windows
authentication, the Window’s username and password is
used.
Status For information only. Indicates the steps that the user
should take, as well as any errors that occur.
Test Connection Click to check if the user has the correct permissions to
connect to the selected SQL Server instance.
OK Click to complete the database connection.
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Help Click to access the on-line documentation.
Page 106
AutoISO User Guide
Index
Index
Adding/Hiding Specifications ......... 92 individual component..................... 5
Attributes ......................................... 55 Specification Explorer ................... 4
Assigning ..................................... 55 design system ............................... 5, 25
Auto Desk .......................................... 7 Edit ................................................... 83
AutoCAD .......................................... ii Commodity .................................. 83
collapse ............................................ 11 Expand/Collapse .............................. 11
color ................................................. 29 Explorer
column ....................................... 12, 32 Component ..................................... 4
column heading ............................... 32 Specification .................................. 4
Commodity ...................................... 83 group .................. 3, 5, 7, 27, 28, 31, 32
Editing ......................................... 83 Help Menu ................................... 8, 10
Commodity Table ...................... 47, 78 Hidden Specs Dialog Box ................ 92
Creating ................................. 47, 78 hide/show ......................................... 25
Component ................................ 33, 54 icons ............................................. 5, 11
removing from a spec .................. 54 ID ..................................................... 31
component explorer ........... 3, 5, 25, 26 individual components
Component Explorer Right-click definition ........................................ 5
Menus .......................................... 11 key property ....................................... 5
component group Manage Ratings Dialog Box ............ 93
definitions ...................................... 4 Manage Valve Tags Dialog Box ...... 80
Component Groups ......... 3, 54, 55, 73 Managing ......................................... 55
add to spec ................................... 73 Valve Tags ................................... 55
removing from a spec .................. 54 Manufacturers .................................. 34
Component Manager pane .............. 26 managing ...................................... 34
component types Material ............................................ 55
definition ....................................... 4 assign............................................ 55
Create spec ...................................... 64 Materials .................................... 39, 79
Create Spec Material Dialog Box.... 79 create spec material ...................... 79
Create Valve Tags ........................... 61 Removing from list ...................... 39
custom data .................................. 5, 33 menu ....................... 3, 8, 10, 11, 12, 28
data .................................. 5, 31, 32, 33 Modifying ........................................ 33
database ................................... 1, 5, 33 Component ................................... 33
Default Material .............................. 55 move/resize panes ............................ 26
Assigning ..................................... 55 New Specification ............................ 64
definitions .......................................... 4 Creating ........................................ 64
Component Explorer ..................... 4 pane .................... 3, 5, 7, 25, 26, 28, 31
component groups ......................... 4 Pane displays ...................................... 5
component types ............................ 4 Preview .......................................... 3, 7
Explorer ......................................... 4 PROCAD ........................................... 1
Page 107
Index
PROCAD's 3DSMART Modeler ...... 1 Specification Manager window ......... 3

Quick Info ............................. 3, 11, 31 Specification Name .......................... 69
Quick Information dialog ................ 11 Editing .......................................... 69
Access.......................................... 11 Specifications ................................... 90
Ratings ............................................. 93 Manage specs dialog box ............. 90
Manage ........................................ 93 Removing ..................................... 90
refresh .................................. 11, 12, 27 Specifications Right-click Menus .... 15
Refreshing ....................................... 27 Specs ................................................ 63
types includes .............................. 27 show/hide ..................................... 63
Right-click Menus ........................... 15 Switch .............................................. 12
Specifications .............................. 15 Components ................................. 12
row ............................................. 12, 32 Spec .............................................. 12
row heading ..................................... 32 Switch Units ............................... 25, 32
Row Order ....................................... 12 table property ..................................... 5
Save Column Layout ....................... 32 type ......................... 3, 5, 11, 27, 31, 54
Save Row Order .............................. 32 removing a type from a spec ........ 54
select .............................................. 3, 7 types includes ................................... 27
Component ................................ 3, 7 Refresh ......................................... 27
Service/Commodity ......................... 78 Uncheck All ..................................... 12
Settings dialog ................................. 12 Uncheck Column ............................. 12
Show ................................................ 25 Uncheck Row ................................... 12
Show Design Systems ..................... 25 units ...................................... 12, 25, 32
Showing/Hiding Specifications ....... 63 Valve Tags ................................. 61, 80
Spec ....................................... 5, 11, 12 create ............................................ 80
Switch .......................................... 12 View Menu....................................... 25
Spec Properties ................................ 84 Viewing ............................................ 31
spec properties tab ....................... 84 Component ................................... 31
Specification Manager....................... 3 window ....................................... 27, 28
Specification Manager Menus ..... 8, 10
Page 108

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General Procedures ....................................................................................... 25

Color Scheme Procedures ............................................................................. 29

Component Library Procedures .................................................................. 31

Materials ......................................................................................................... 37

Component Library Dialog Boxes................................................................ 43

Specifications Procedures ............................................................................. 47

Importing and Exporting Specifications ............................................................. 71

Specifications Dialog Boxes........................................................................... 81

What is the Specification Manager

Activating Specification Manager

Specification Manager Window

Preview Pane Property Pane

Explorer Pane Data Pane

Component groups are specific component groupings. (Schedule 10 Butt

Component Library Data Pane

Specification Data Pane

Specification Manager Menus

Select this... To...

Select this... To...

Show Component Explorer Hides/show the Component Explorer. The Component

Select this... To...

Select this... To...

Select this... To...

Specification Manager Toolbar

Select this... To...

Component Library Right-Click Menus

Select this... To...

Rename Change the name of the type in the Explorer.

Select this... To...

Component Data Pane Right-Click Menus

Select this... To...

Select this... To...

Materials Editor Dialog Box Right-Click Menu

Select this... To...

Delete Delete the selected material.

Manage Manufacturers Right-Click Menu

Select this... To...

Specifications Explorer Right-Click Menus

Select this... To...

Select this... To...

Select this... To...

Select this... To...

Specifications Data Pane Right-Click Menus

Select this... To...

Select this... To...

Spec Properties Dialog Box Right-Click Menus

Select this... To...

Select this... To...

Manage Specs Dialog Box Right-Click Menus

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Add Specs to Component Tree Right-Click Menu

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Hidden Specs Right-Click Menu

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Changing Units (Global)

Hiding Component Explorer

Component Explorer Right-click Menus