0200 project management

Project Management

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Project Management

Project Management

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1 Opening / Closing Project Management .....................................................3

2 Creating a Project Management Database..................................................5

2.1 Create in the project directory ...................................................................5

2.2 Create in a different directory....................................................................6

3 Selecting a Project Management Database ................................................8

4 Creating a Project from a Project Template (Project Management) .......10

5 Creating a Project from a Basic Project (Project Management) .............13

6 Reading Directories and Projects..............................................................16

7 Opening a Project (Project Management) .................................................18

8 Copying a Project .......................................................................................19

9 Searching / Filtering a Project ...................................................................22

9.1 Define filter..............................................................................................22

9.2 Use filter..................................................................................................26

10 Displaying the Project Information............................................................27

11 Editing Project Properties (Project Management)....................................28

11.1 Activate edit mode ..................................................................................28

11.2 Insert project properties ..........................................................................29

11.3 Delete project properties.........................................................................30

12 Renaming, Deleting a Project (Project Management) ..............................32

12.1 Rename a project....................................................................................32

12.2 Delete a project.......................................................................................33

13 Checking Projects Against Company Templates.....................................35

13.1 Check properties and project structure ...................................................35

13.2 View messages.......................................................................................36

This functionality is only available for certain module packages. Info

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1 Opening / Closing Project Management

Project management always occurs in connection with a project management database Projects.mdb. You can load a directory into project management and then have access to all projects in that directory through project management.

Precondition:

You have selected a project management database.

1. To open the project management, select the menu item Project > Management.

Directories that have already been loaded are displayed in the Project management dialog.

If no directories have yet been loaded into project management, then you will be asked in a message to load the EPLAN project directory.

2. To load the EPLAN project directory, click [Yes].

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3. To close the project management, click [Close].


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2 Creating a Project Management Database

Always begin the project management in connection with a project management database Projects.mdb. All information displayed in the project management is contained in this database. The project management database is saved in the project directory as the standard. You can select a different storage location in the company specific settings.

2.1 Create in the project directory

Precondition:

You have not yet created a project management database.

1. Select the menu item Project > Management.

EPLAN produces a message asking you to create a database.

2. Click [Yes] in the message dialog.

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2.2 Create in a different directory

1. Select the menu item Options > Settings > Company > Management > Project management database.

2. In the Settings: Project management database dialog click [...] next to the Project management database field.

3. Select a directory from the Browse for folder dialog and click [OK].

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4. In the Settings: Project management database dialog, click [OK].


EPLAN produces a message asking you to create a database.

6. Click [Yes] in the message dialog.

The project management database is created in the directory you specified in the company specific settings.


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3 Selecting a Project Management Database

Always begin the project management in connection with a project management database Projects.mdb. All information displayed in the project management is contained in this database.

Precondition:

You have created a project management database or have access to a project management database.

1. Select the menu item Options > Settings > Company > Management > Project management database.

2. In the Settings: Project management database dialog click [...] next to the Project management database field.

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3. Select the directory where the project management database is located from the Browse for folder dialog and click [OK].

4. In the Settings: Project management database dialog, click [OK].


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4 Creating a Project from a Project Template (Project Management)

When you create a project from a project templates, then the new project adopts all project-specific settings of the project template. Pages are not adopted. Once you have created the project, you can edit the project structure.

Precondition:

You have created a project template *.ept, or have access to a project template.

Project > Management

1. In the left-hand list field, select Popup menu > New from project template.

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2. Search and select the desired template in the Select Project Template dialog.

Project information is displayed in the Info field.

3. Click on [Open].

4. In the Select target project dialog, enter the storage location and name of the new project.

5. Click [Save].

If the Select PPE project template dialog opens, you can create the project with or without PPE basic functionality. To create the project with PPE

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basic functionality, search and select a PPE template *.ppe and click [Open]. To create the project without PPE basic functionality, click [Cancel].

The new project *.elk is created in the target directory.

6. Check all entries in the Project properties <Project name> dialog.

7. To customize entries, select one of the tabs, make the changes, and then click [OK].

A target directory that is outside the project management is automatically read into the project management by EPLAN.


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5 Creating a Project from a Basic Project (Project Management)

When you create a project from a basic project, then the new project adopts all project-specific settings and the pages of the basic project. The page structure is fixed.

Precondition:

You have created a basic project *.ebtp, or have access to a basic project.


1. In the left-hand list field, select Popup menu > New from basic project.

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2. Search and select the desired template in the Select basic project.

Project information is displayed in the Info field.

3. Click on [Open].

4. In the Select target project dialog, enter the storage location and name of the new project.

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5. Click [Save].

The new project *.elk is created in the target directory.

6. Check all entries in the Project properties <Project name> dialog.

7. To customize entries, select one of the tabs, make the changes, and then click [OK].



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6 Reading Directories and Projects

To access existing projects from the project management, you must load the project directory containing the project into the project management.

Precondition:

There must be projects present in the directory that you would like to load.


1. In the Project management dialog, select the menu item [Extras] > Load directory.

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2. Select a directory level from the Browse for Folder dialog as a starting directory, and click [OK].

EPLAN searches all subdirectories for projects and loads these, with the directory structure, into the project management.


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7 Opening a Project (Project Management)

You can open normal and packed projects from within the project management. Already opened projects have a project name shown in bold text.

Preconditions:

• You have set up the project management.

• In the tree structure of project management there is an imported directory with at least one project.


1. Select the desired project from the tree structure in the Project management dialog.

2. Click [Open].

The project is opened in the Pages - <Project name> dialog.

The project name is highlighted in bold text in the project management.

Tip:

You can open projects using drag and drop by dragging the selected *.elk project file from the Windows Explorer to the page navigator.


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8 Copying a Project

You can create a project by copying and adapting an existing project.

Precondition:

In the tree structure of project management there is an imported directory with at least one project.


1. Select the project name in the tree structure.

2. Select Popup menu > Copy.

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3. In the Copy project dialog, select the range of the project to be copied.

4. To copy the entire project with all reports, select the Entirely incl. report option.

5. To copy the entire project without reports, select the Entirely without report option.

6. To copy the entire project without reports and without pages, select the Only header data option.

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7. To copy only logic pages, select the Only logic pages option.

8. Next to the Target project field, click [...] and, in the Copy to dialog, enter the storage location and the name of the target project.

9. Click [OK].

EPLAN copies the *.elk project file and the associated project directory *.edb to the target directory.


Note:

You can also select and copy several projects. In this case, the Copy project dialog opens several times, one after the other.


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9 Searching / Filtering a Project

You can search for a project using a filter. In the filter definition you can enter properties as filter criteria. You can also specify a search directory where EPLAN is to search for the project. Other directories documents are not included in the search.

Precondition:

In project management, you have loaded directories and projects.


9.1 Define filter

1. In the Project management dialog, next to the Filter field, click [...].

2. In the Filter dialog, next to the Scheme field, click (New).

3. In the New sScheme dialog, in the Name field, enter a new meaningful name for the filter.

If the Name field already contains the name of an existing filter, then overwrite this entry.

4. In the Description field, enter text describing the filter in more detail and click [OK].

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5. In the Filter dialog, to the right above the table, click (New).

6. To determine a search directory, select the "Directory" entry in the Criteria selection dialog and click [OK].

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7. Click [...] in the Value column.

8. Select a directory from the Browse for folder dialog and click [OK].

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9. To enter a property as a criterion, in the Filter dialog, to the right above the

table, click (New).

10. Select the desired property from the Criteria selection dialog and click [OK].

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11. Click Operator column, and select an operator to link the property to a value.

12. Enter a value into the Value column and press [Enter]..

EPLAN creates a new line. You can enter further filter criteria in this line.

13. Click [OK].

9.2 Use filter

1. In the Project management dialog, select the desired filter from the Filter field.

2. Select the Active check box.

EPLAN displays all projects satisfying the filter criteria in the tree structure.


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10 Displaying the Project Information

1. In the project management you can display project-specific and non-project-specific information.


1. Select the desired project from the tree structure in the Project management dialog.

Project properties, statistical project information, project status, and the structure of devices and pages are displayed in the tabs.


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11 Editing Project Properties (Project Management)

If you edit a project without a project management database, then you can insert and delete the project properties from within the page navigator, under Popup menu > Project > Properties.

If you work with a project management database then you can also insert and delete project properties from the page navigator. The changes are adopted in the project management database and can be further edited in the project management.

Preconditions:

• You have selected a project management database.

• You have imported directories and projects.


11.1 Activate edit mode

1. Select the desired project from the tree structure in the Project management dialog and select the Properties tab.

The contents are displayed in display mode.

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2. To switch to editing mode, click [Edit].

11.2 Insert project properties

1. To reduce the quantity of displayed and selectable properties, in the Properties tab, select an entry from the Category drop-down list.

2. Click (New).

3. Select a property from the Property selection dialog. To select several properties, hold the [Ctrl] or [Shift] key down, and then click [OK].

The properties are transferred onto the Properties tab. Properties whose values contain automatically generated entries are displayed in gray and cannot be changed from this location.

4. To edit the value of a property, click the Value column and enter the value.

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5. Click [Save].

11.3 Delete project properties

1. Select the Properties tab.

2. In the Property name column, select one or more properties.

3. Click (Delete).

4. Click [Save].

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12 Renaming, Deleting a Project (Project Management)

Precondition:

In the tree structure of project management there is an imported directory with at least one project.


12.1 Rename a project

Note:

Filed off and archived projects cannot be renamed.

1. Select the project in the tree structure.

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2. Select Popup menu > Rename.

3. Type the new project name.

4. Press [Enter].

12.2 Delete a project

You can delete any EPLAN project. EPLAN deletes the project file and the project directory with all data it contains. This includes (e.g.) project-specific cable lists, contactor lists, and external files.

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Warning:

Data loss. If you have deleted a project then you can no longer restore that project. Before deleting a project, make absolutely sure that you no longer need the data.

1. Select the project in the tree structure.

2. Select Popup menu > Delete.

The project is deleted with all project data.


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13 Checking Projects Against Company Templates

You can check if one or more projects conform to a predefined company standard. The properties that an entry must possess are defined in the company standard. A company-specific project structure is also defined.

Preconditions:

• The company-specific project structure has been defined under Options > Settings > Company > Compare properties > Project structure (default).

• Under Options > Settings > Company > Compare properties > General is defined what entry properties should be checked.

13.1 Check properties and project structure


2. Select the desired project from the project's left tree structure in the Project management dialog.

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3. Select [Extras] > Compare properties.

4. Select the Status tab.

5. To update the data, select [Extras] > Update data.

In the Project checks column in the Project comparison line, the date, version number, build number, and number of messages generated are displayed.

The messages generated are displayed in the message management.

13.2 View messages

1. In the Project management dialog, click [Close].

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2. Select the menu item Project data > Messages > Management.

If a property to be checked contains no entry, the message "020021 The value of property <...> does not correspond to the template" is displayed.

If the project structure does not match the company-specific project structure, the message "020023 Setting <...> of the project structure does not correspond to the template" is displayed.

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0200 project management

Documents

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project structure

project information

eplan project directory

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different directory

check properties