Project Wizard

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Project Wizard
Project Wizard
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1 Creating a Project - Project Wizard .............................................................3
2 Extending a Project with PPE Functionality - Project Wizard...................8
3 Defining Page and Device Structure - Project Wizard .............................10
4 Defining the Plot Frame and Path Numbering - Project Wizard..............13
4.1 Define standard plot frame......................................................................13
4.2 Define path numbering............................................................................14
4.3 Select format for device numbering ........................................................15
4.4 Select format for PLC numbering............................................................17
5 Defining Project Properties - Project Wizard............................................20
6 Defining the First Schematic Page - Project Wizard................................24
6.1 Select structure identifier ........................................................................24
6.2 Enter page description............................................................................26
6.3 Complete project.....................................................................................26

This functionality is only available for certain module packages. Info
Project Wizard
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1 Creating a Project - Project Wizard
With the wizard, you create a project containing a title page and an initial schematic
page. A project always requires a template. You can select an EPLAN Project
Template *.ept, an EPLAN Basic Project *.epb or an EPLAN Project *.elk as the
template. The Project Wizard allows you to create a project based on a Project
Template *.ept. Settings are imported from the template, which you can then
accept, modify or extend. Standard and sample templates are located in the
Templates directory. You can save projects to a drive and folder of your choice.
Precondition:
You have access to a template.
Project > New (Wizard)
1. In the Create project dialog, select the Project tab.

2. Specify a name, without a file suffix, in the Project name field.

3. Next to the Templates field, click [...] to select a template for the project.

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4. In the Open dialog, switch to the directory Templates\EPLAN.

5. Select the EPLAN project template file type *.ept.

6. Select the file and click [Open].

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7. To define a different storage location for the project, next to the Storage
location field, click [...].

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8. In the Find Folder dialog, select the directory where you want to save the new
project and click [OK].

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9. To check or modify the settings from the template for the project, click [Next].

The PPE tab opens. You can extend a project with PPE functionality.

10. Click [Next].

The Structure tab will open and you can define the page and device
structure.

11. To accept all further settings from the template without changes, click [Finish].

This functionality is only available for certain module packages. Info
Project Wizard
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2 Extending a Project with PPE Functionality -
Project Wizard
You can extend a project with PPE functionality. If you wish to accept PPE data and
settings from a template, then you can specify a PPE template *.ppe .
Precondition:
Project > New (Wizard). You have specified all of the settings in the Project tab and
clicked [Next].
1. In the PPE tab select the Create PPE project check box.

2. Next to the Template field, click [...].

3. In the Open dialog, switch to the directory containing the templates.

4. Select the EPLAN PPE project template file type *.ppe.

5. Select the file and click [Open].

6. To define which settings and data are to be accepted from the PPE template,
in the Apply from template group box select or deselect the Property
groups of PCT loops / PCT loop elements, Configuration of properties
and Forms check boxes.

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7. To check or customize further settings, click [Next].

The Structure tab will open, where you can specify the page and device
structure.

8. To accept all further settings without changes, click [Finish].

This functionality is only available for certain module packages. Info
Project Wizard
EPLAN Training 10

3 Defining Page and Device Structure - Project
Wizard
You define the identification of project pages and devices using the page and device
structure. Settings for identifiers are saved in identifier schemes. EPLAN provides
several pre-defined identifier schemes that you can't edit. If you do not wish to use
these, you can create user-defined identifier schemes with your own settings. The
predefined identifier schemes are taken from the template.
Precondition:
Project > New (Wizard). In the Project, and PPE tabs, you have defined all settings
and have clicked [Next].
1. To change the page structure, select an identifier scheme for the page
structure from the Pages drop-down list in the Structure tab.
2. To define editable separators for main identifiers and classification points for
sub-identifiers, next to the Separators field, click [...].

3. To define the device structure, select an identifier scheme from the General
Devices drop-down list.

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4. Select the identifier schemes for all further desired devices (terminal strips,
plugs, black boxes, PLC / bus boxes, cables, interruption points, busbars, fluid
devices, fluid distributors) in the same manner.

5. To treat terminal strips, plugs, cables and interruption points as fully numbered
devices, independently of the selected identifier scheme, select each Superior
check box.

6. To edit an existing, or create a new user-defined identifier scheme, click [...].

The Page structure / Device structure dialog opens, where you can
define a user-defined project structure.

7. To check or customize further settings, click [Next].

The Numbering tab will open, where you can define a plot frame and
numbering.

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8. To accept all further settings without changes, click [Finish].

This functionality is only available for certain module packages. Info
Project Wizard
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4 Defining the Plot Frame and Path Numbering -
Project Wizard
The default settings for the standard plot frame and for path, devices and PLC
numbering are taken from the template. If you do not want to use these settings, you
can adjust them as desired.
Precondition:
Project > New (Wizard). In the Project, PPE, and Structure tabs, you have defined
all settings and have clicked [Next].
4.1 Define standard plot frame
1. In the Numbering tab, select the Browse entry from the Standard plot frame
drop-down list.

2. In the Select plot frame dialog, switch to the directory PlotFrames\EPLAN.

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3. Select the file type Plot frame *.fn1, and select a file.

4. To see a preview of the plot frame, select the Preview check box.

5. Click on [Open].

4.2 Define path numbering
1. To start the numbering of the paths on each page anew, in the Numbering tab
in the Path numbering group box, select the option Default (page-oriented).

2. To number the paths sequentially across page boundaries, select the option
Numbered consecutively (project-oriented).

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4.3 Select format for device numbering
1. Select a format in the Numbering tab in the DT numbering field.

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2. To create or customize a format, click [...].

The Numbering formats dialog opens.

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4.4 Select format for PLC numbering
1. Select a format in the Numbering tab in the PLC numbering field.

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2. To create or customize a format, click [...].

The Settings: PLC-specific dialog opens.

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3. To check or customize further settings, click [Next].

The Properties tab will open, where you can define project properties.

4. To accept all further settings without changes, click [Finish].

This functionality is only available for certain module packages. Info
Project Wizard
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5 Defining Project Properties - Project Wizard
The project properties are taken from the template. If you do not want to use the
properties from the template, you can adjust them.
Precondition:
Project > New (Wizard). In the Project, PPE, Structure, and Numbering tabs, you
have defined all settings and have clicked [Next].
1. To filter the project properties view, select a category in the Category field of
the Properties tab.

All project properties assigned to the selected category are displayed.

2. To add a property, click (New).

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3. In the Property selection dialog, select a property and click [OK].

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4. To change the property, click the corresponding line in the Value column,
enter the new value and press [ENTER].

5. To delete a property, select a property in the Property column and click
(Delete).

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6. To check or customize further settings, click [Next].

The Schematic tab will open, where you can define the first schematic
page.

7. To accept all further settings without changes, click [Finish].

This functionality is only available for certain module packages. Info
Project Wizard
EPLAN Training 24

6 Defining the First Schematic Page - Project
Wizard
In the project wizard you can define the structure identifier and the page description
for the first schematic page of the new project. The identifier blocks and structure
identifiers that are available depends on the template and the settings in the
Structure tab.
Precondition:
Project > New (Wizard). In the Project, PPE, Structure, Numbering, and
Properties tabs, you have defined all settings and have clicked [Next].
6.1 Select structure identifier
1. Click [...] in the Schematic tab next to an identifier block field.

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2. To use an existing structure identifier, select one in the subsequent dialog and
click [OK].

The structure identifier is entered in the identifier block field.

3. To create a new structure identifier, enter the desired text for the structure
identifier in the fields of the available identifier blocks.

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6.2 Enter page description
1. In the Page description field enter a descriptive designation for the schematic
page.

6.3 Complete project
1. Click [Finish].

2. Select the menu items Page > Navigator.

In the Pages - <Project name> dialog ,the first schematic page is
displayed with the specified structure identifier.

3. Select the menu item Options > Settings.

4. In the tree structure select Projects > "Project name".

The project-related settings for the new project will be displayed in all
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subordinate tree structure levels. You can keep these settings or change them
as needed.

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