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Introduction to Project Engineering Tools

Introduction to Project Engineering Tools. Overview. The Project Engineering Tools (PET) program is designed to perform activities and produce documents for instrumentation, electrical and mechanical engineers and designers in the oil & gas, power and chemical industries.

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Introduction to Project Engineering Tools

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  1. Introduction to Project Engineering Tools

  2. Overview The Project Engineering Tools (PET) program is designed to perform activities and produce documents for instrumentation, electrical and mechanical engineers and designers in the oil & gas, power and chemical industries. Project Engineering Tools was originally named Instrument Master. The name was changed to reflect the program’s change in focus from solely instrument engineering and design to overall project engineering and design.

  3. Program Evolution The roots of Project Engineering Tools go back to a series of HP-41C calculator programs for control valves, relief valves, and orifice plates in 1980. These programs were migrated to the IBM PC platform in 1982. An organized (DOS based) program was developed in 1985. This program had an Instrument Index, process data for simple fluids, calculations, data sheets (40), and a DCS I/O List. There were no instrument design capabilities at this time.

  4. Program Evolution (continued) In 1995 instrument design capabilities were added in the form of Cable Schedules and Cable Termination Sheets. This allowed for the development of data tables for instrument loop drawings. Using these data tables it was possible to use AutoCad scripts to auto generate instrument loop drawings. This was a huge timesaving element. Instrument Master was ported from DOS to a Windows environment in 1997.

  5. Program Evolution (continued) Used on over 350 projects so far. Largest project to date: Shell Perdido Project, 2009. Over 26,000 instrument tags.

  6. Program Components • Mechanical Equipment List • Line List • Valve List • Speciality Items List • Instrument Index • P & ID Interface • Calculations for Control Valves, Relief Valves, Orifice Plates, Venturi Tubes, and Thermowells • Data Sheets for over 80 instrument categories • Material Requisitions

  7. Program Components (continued) • Alarm List • Instrument Tubing Schedule • DCS/PLC I/O List • Cable Schedule • Cable Termination Sheets • Raceway Schedule • Panel Terminations • Instrument Loop Drawings • Instrument Installation Detail Drawings

  8. Program Components (continued) • Electrical Motor Schematics • Electrical Load List • Electrical Installation Drawings • Electrical Equipment List • Queries • Documents • View/Plot Drawings • SAFE Chart • Project Administration • System Administration

  9. Multi-Discipline Capabilities Project Engineering Tools started out as a tool to aid instrument engineers and designers. Over the years it has evolved to add capabilities for electrical and mechanical engineers.

  10. Instrument Engineering & Design Components • Instrument Index • P & ID Interface • Calculations for Control Valves, Relief Valves, Orifice Plates, Venturi Tubes, and Thermowells • Data Sheets for over 80 instrument categories • Material Requisitions • SAFE Chart

  11. Instrument Engineering & Design Components (continued) • Alarm List • Instrument Tubing Schedule • DCS/PLC I/O List • Cable Schedule • Cable Termination Sheets • Raceway Schedule • Panel Terminations • Instrument Loop Drawings • Instrument Installation Detail Drawings

  12. Electrical Engineering & Design Components • Cable Schedule • Cable Termination Sheets • Raceway Schedule • Panel Terminations • Electrical Motor Schematics • Electrical Load List • Electrical Installation Drawings • Electrical Equipment List • Voltage Drop Calculations

  13. Mechanical Engineering & Design Components • Mechanical Equipment List • Line List • Valve List • Speciality Items List

  14. Program Components (Common) • Queries • Documents • View/Plot Drawings • Project Administration • System Administration

  15. Advantages • Data entry is performed only once and stored in database format in only one place. Data redundancy is eliminated. • A change in the Instrument Index is immediately reflected in all downstream documents such as calculations and data sheets. • Popup windows for data entry are available throughout the program, allowing for consistent data entry throughout the project databases. • All functions are menu driven using standard Microsoft Windows conventions. • Each project may be customized to meet the requirements of the project.

  16. Advantages (continued) • The program is completely network compatible. Multiple users can safely access the same databases simultaneously. • The program has a controlled access environment. Unauthorized users cannot access or manipulate database information. The security levels are flexible and assignable under Project Engineering Tools program control. Access to different parts of the program is completely configurable by the System Administrator of the program, or Project Administrator of the project. As an example, it might be desired to give read-only privileges to certain users. This is done on a individual job and individual document basis.

  17. Data Import / Export Data can easily be imported/exported to/from the Project Engineering Tools program. These following formats are supported: • Microsoft SQL Server • Microsoft Access • Microsoft Excel • PDF (Portable Document Format) • HTML (Hypertext Markup Language) • RTF (Rich Text Format) Optional: • IBM DB2 • Oracle • Sybase Adaptive Server Anywhere • All ODBC (Open DataBase Connectivity) compliant databases

  18. Reporting • Clear and concise reports are built in to the program for all activities. • Where issued documents are involved, such as the Instrument Index, calculations, data sheets, and others, all changes from the previous issue are automatically flagged by the program without requiring any intervention from the user. • All reports are completely customizable by the end-user.

  19. Supported Databases Project Engineering Tools uses Microsoft SQL Server as the database back end. Knowledge of the selected database back-end is not required of the end-users in order to be proficient in the use of Project Engineering Tools.

  20. Database Tables There are over 470 individual data tables that comprise an Project Engineering Tools project. There are over 35 tables that are involved in project customization.

  21. Instrument Index Form

  22. Instrument Index Grid

  23. Equipment List Form

  24. Equipment List Grid

  25. Cables Form

  26. Cables Grid

  27. Key Concepts • Database – Collection of data tables • Data Table – Collection of data records • Data Record – A row of data made up of data fields • Data Field – A column of data • Relational Database – A database in which the data structures are not rigidly predefined. • SQL – Structured Query Language. The most popular computer language used to create, modify, retrieve and manipulate data from relational database management systems.

  28. Instrument Index Form Title Bar Header Main Menu Speed Buttons Record Tree Data Entry Area Record Modified Info Record Added Info

  29. Equipment List Grid

  30. Form Layout Descriptions • Title Bar – Displays program name, user name, project number, active form and window controls. • Main Menu – Displays the list of commands that are available for the active form. THE MAIN MENU WILL CHANGE DEPENDING UPON THE ACTIVE FORM. • Speed Buttons – Provides quick access to the major program modules. • Record Tree – Displays a tree view of the records in the selection set. • Data Entry Area – Use drop-down selection boxes when possible. • Record Added Info – Shows the time, date and the user who added the record. • Record Modified Info – Shows the time, date and the user who last changed the record.

  31. Form Layout - Header Current Record Number / Total Number of Records Displayed Incremental Search Primary Key Fields Equipment No. Sort Key Select Record Revision & Status Report Number Select Record Navigator Print Currently Displayed Records Goto Grid View Turn Revision Marking On/Off Report Name Report Output Destination Select SQL Statement For Selected Records Goto Record Selection Dialog

  32. Form Layout – Header Descriptions • Equipment No – Displays the equipment number of the current record. • Primary Key Fields – Displays the values of the primary key fields. A primary key field makes it impossible for two records to have the same equipment name. • Current Record Number / Total Number of Records Displayed – Record numbers depend on the sort order. They are not stored in the database. The total number of records displayed is dependent on the SQL selection of records. • Record Revision & Status – These fields are automatically maintained by the program. Revision numbers start out with letters. User decides when to change to a numeric revision. Valid records statuses are ADDED, ISSUED, REVISED and DELETED. • Incremental Search – This is one method of finding a specific record in the data table. As letters are typed into the field the search for a specific record will be narrowed. This Incremental Search box is tied to the Sort Key Select. The text to the left of the Incremental Search box reflects the name of the data field that will be incrementally searched. • Sort Key Select – Select the sort order of the displayed records. Every user can create a new sort key at any time via the Tools -> Sort Orders menu selection. • Report Number Select – Select a pre-defined report number from the Reports table for the Equipment List report category. Reports can be run from the Equipment List Form or Grid or the Reports Grid. To get to the Equipment List reports in the Reports Grid, press Ctrl-P or select Console -> Print from the Main Menu while the Equipment List Form or Grid has focus. • Report Name – Displays the name of the report corresponding to the selected Report Number.

  33. Form Layout – Header Descriptions • Report Output Destination Select – This is where the user can direct the report to go. Report destinations are: • ArchiveFile - Stores report in custom Project Engineering Tools format. • ExcelFile – Stores report in MS Excel file format. • HTMLFile – Stores report in HTML (web browser) format. • PDFFile – Stores report in Adobe PDF format. • Printer – Sends the report to the selected printer • RTFFile – Stores the report in RTF format. This is readable by MS Word. • Screen – Sends the report to the screen for a report preview. • Print Currently Displayed Records – Press this button to print the records that have been selected by the SQL statement. • Turn Revision Marking On/Off – Revision marking is handled automatically by the program. This check box will toggle the revision marking on and off. Revision marking is indicated by shading revised data fields on the report. This is not the same as the Document -> Revision Marking item from the Main Menu. • Record Navigator – Use this control to move around the selected records displayed. For a definition of what the symbols mean, you can hover the mouse pointer over a button and a hint will be displayed for a few seconds. From left to right the buttons are defined as First Record, Previous Record, Next Record, Last Record, Insert Record, Delete Record, Start Edit, Post Record, Cancel Edit, Refresh Selected Data. • Goto Record Selection Dialog – Press this button to open the Select Records to View/Edit dialog. • Goto Grid – Press this button to go to the same record in the Equipment List Grid.

  34. Main Menu: Console

  35. Main Menu: Console -> Project Open or close a project. You will only see those projects that you have authorization for. Incrementally search for project Automatically open up all of the tables that were open when you last visitied this project

  36. Main Menu: Console -> Form Open or close a form selected from dialog. Or close all forms.

  37. Main Menu: Console -> Print Opens the Project – Reports Grid form. Selected report record will be based on originating form or grid category. The shortcut key is Ctrl-P.

  38. Main Menu: Console -> Printer Setup Opens the Print Setup dialog.

  39. Main Menu: Console -> Database Information Displays the Database Information dialog.

  40. Main Menu: Console -> Display Users Opens the Current Project Engineering Tools Users dialog. Press the Update button to refresh the list of users.

  41. Main Menu: Console -> Drawings Accesses the IM drawing interface functions.

  42. Main Menu: Console -> Preferences Sets user preferences. • Display Tool Bar – Controls whether the speed buttons are displayed • Set Password – Opens up the Set User Password dialog. This is only needed if it is anticipated the user will operate from multiple computers.

  43. Main Menu: Console -> Preferences Sets user preferences. Grids – Opens the Set Grid Appearance Global dialog.

  44. Main Menu: Console -> Preferences -> Grids Master Settings Radio Group: Indicates whether the default IM settings are in place or whether non-IM default settings are in place globally for all grids. Press the Set to Default button to return to IM defaults. Data Area: Set the font name, font color, font size, font style and grid color for the data entry area of the grid. Title Area: Set the font name, font color, font size, font style and grid color for the title area of the grid. Rows: Select a Row Indicator Color and set the default Row Height Percentage. (The Row Height Percentage can be set individually for each grid by dragging it to a new size. Grid Line Colors: Set colors for the grid dividing lines. Paint Options: Set the Active Row Color, Alternating Row Color and Background Options. Load a bitmap for the grid background. Miscellaneous: Select the Row/Column Select Color and the Revision Marking Color.

  45. Main Menu: Console -> Preferences Sets user preferences. Forms / Grids Navigation – When switching between program categories, define whether to open the associated form view or grid view.

  46. Main Menu: Console -> Login Login as another user. This is not normally required. IM will detect your network username and log you into the program automatically if your network username exists within the IM Users table. To use this function, you must have previously set up a password using the Console -> Preferences -> Set Password menu item.

  47. Main Menu: Console -> Exit Exits the program. You can also exit the program using the various ways the MS Windows provides.

  48. Instrument Index – Main MenuEdit

  49. Instrument Index – Main Menu Edit -> Select Records Opens the Select Records to View/Edit dialog. This is where SQL statements are used to filter the data table record selection.

  50. Instrument Index – Main Menu Edit -> Select Records Alias / Table Name List: Lists the table names that are available for the data category. An Alias is a short method of referring to what could be lengthy data table names. Double click on a table name to display a Table Structure dialog that will should the field names, field lengths and field types within the table. Field Names for Selected Table: This lists the field names for the table selected in the Alias / Table Name List. You can sort this list by Table Position (default) or Alphabetical. Click and drag a field name to the Enter Selection Criteria box on the far right. Statement Operators: Use the operators to compare and search for the desired data. You can click and drag operators to the Enter Selection Criteria box on the far right. Use the Select button to execute the search. Total Records and Records Selected by the query are displayed. Alternatively you can press the Select All button to retrieve all records in the table. This not recommended for large tables (> 4000 records). The filter will not be applied until you press the Accept Filter button, which will apply the filter and close the dialog. If you are not certain whether the data returned form the selection criteria is what you want, then you can preview it by pressing the Search Results tab located near the middle lower left of the dialog. You can view the full SQL statement from the Full SQL tab. IM constructs the majority of the SQL statement. The user is responsible for only developing the search criteria. Large Record Set Warning radio group: When you open a table without an SQL statement and that table has greater than 500 records, a nag screen will be displayed. This control allows you to turn off the nag screen.

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