Project Manager User Guide

Project Manager User
Guide
Copyright 2015, PROCAD Software

The contents of this document are the property of PROCAD Software Ltd. and are
subject to change without notice. No part of this document may be reproduced,
transmitted, transcribed, stored in a retrieval system, or translated into any language,
without the written permission of PROCAD Software
PROCAD Software
12 Elbow River Road
Calgary, Alberta
Canada, T3Z 2V2
www.procad.com
Trademarks
This manual makes reference to the following products. These products are registered
trademarks of their manufacturers:
AutoCAD is a registered trademark of Autodesk, Inc.

DWG is a trademark of Autodesk, Inc.
Windows is a registered trademark of Microsoft Corporation
SQL Server is a trademark of Microsoft Corporation
Pentium is a registered trademark of Intel Corporation
ISOGEN is a trademark of Alias Ltd.
Weldolet, Thredolet, Sockolet, and Elbolet, are registered trademarks of
Bonney Forge
SPOOLCAD and PROCAD 3DSMART are registered trademarks of PROCAD
Software
Other products mentioned are trademarks of their respective companies.
PROCAD 3DSMART Project Manager User Guide

Table of Contents
Table of Contents
About the Project Manager ............................................................................ 1
Introduction ............................................................................................................. 1
Elements of a Project ............................................................................................... 2
Navigation ......................................................................................................... 4
Project Manager Window ........................................................................................ 4
Main Menus ............................................................................................................. 5
Toolbars ................................................................................................................. 10
Right-Click Menus ................................................................................................ 11
Project Explorer Right-Click Menu ....................................................................... 14
Attributes Right-Click Menu ................................................................................. 16
Project Lines Right-Click Menu ............................................................................ 16
Users Right-Click Menu ........................................................................................ 17
Procedures ...................................................................................................... 18
Projects .................................................................................................................. 18
Project Fields (Attributes) ..................................................................................... 32
Users ...................................................................................................................... 34
Designs .................................................................................................................. 38
Alias ISOGEN ....................................................................................................... 43
Dialog Boxes ................................................................................................... 47

Login Dialog Box .................................................................................................. 47
Assign Working Folder Dialog Box ...................................................................... 48
Define Project Units Dialog Box ........................................................................... 49
Get Folder Path Dialog Box .................................................................................. 51
User Properties Dialog Box ................................................................................... 52
Project Properties Dialog Box ............................................................................... 54
Update Shortcuts Dialog Box ................................................................................ 55
Project Lines Dialog Box ...................................................................................... 55
Project Specs Dialog Box ...................................................................................... 58
Project Settings Dialog Box .................................................................................. 59
User Roles Dialog Box .......................................................................................... 60
General Dialog Box ............................................................................................... 61
Design Specs Dialog Box ...................................................................................... 63
History Dialog Box ................................................................................................ 64
ISOGEN Activation Dialog Box ........................................................................... 66
Alias ISOGEN Config Dialog Box ....................................................................... 67
Project Window ............................................................................................. 68

Table of Contents
Attributes Tab ........................................................................................................ 68

Project Window Project Specs Tab ....................................................................... 68
Project Window Project Lines Tab ........................................................................ 69
Project Window Designs Tab ................................................................................ 70
Project Window Users Tab .................................................................................... 70
Index................................................................................................................ 73

About the Project Manager

Introduction
Project Manager assists in design control and management. It allows a project administrator
to do the following:

Create a project directory structure

Assign project parameters including line numbers, etc.
Create project users
Grant access to project directories and designs
Project Manager controls access to existing designs and project directories.

To provide a safe way of sharing PROCAD 3DSMART data and documents in a
network environment, you can create multiple PROCAD 3DSMART Users with different
Roles and Permissions. By default there is only one User in the system, Admin, that has full
access and all permissions granted.
Different functions, procedures and actions accessible for different Users according to their
PROCAD 3DSMART Roles and Permissions:
Object
Model
P&ID
Line
Design
Project
BOM
ISO
Permission
Read
Write
Create
Read
Write
Create
Read
Write
Create
Read
Write
Create
Generate
Generate
User Power Spec

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Admin
SysAdmin
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Write
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Elements of a Project
A project consists of the following elements:

Page 2
Project Name and Folder - these are assigned in Project Manager when
you create the project.
Working Folder - this is the folder where you store design files associated
with the project. You must assign this folder before you create the project.
Units - this is a selection that determines how units are displayed in all
designs included in the project. You assign unit type and display options
when you create a new project using Project Manager.
Tags - these are project tags for line numbers. Specifications - these are
design specifications created using the Specifications Manager application.
You can use Project Manager to assign which specifications are available
for a project and designs.
Project Fields (Attributes) - these are attributes that define or describe a
project. You can create new project fields (attributes) and assign values
using Project Manager.
Users - these are the people authorized to work on a project. Use Project
Manager to create a master users list, and assign individuals to work on a
project.
Designs - these are the 3D models created using PROCAD 3DSMART.
Designs are always assigned to a specific project.

Related Topics
Making a Project: Basic Steps
Project Working Folder
Project Location
This is a typical projects directory structure, which is automatically created by the Project
Manager when the user is creating a New Project.
Page 3

Navigation
Navigation
Project Manager Window
The Project Manager Application window is the main multi-document. You can open and
view several projects in the childs window at the same time.
The Explorer (see Main Project 1 folder in the image below) is a movable toolbar that
displays projects in a tree structure. Use this toolbar to open a desired project or subproject
in the Project Manager window.
The Project Manager window (right side of the image below) displays information for the
selected project or sub-project using tabbed pages. You can view information for multiple
projects or sub-projects in the data pane.
The toolbar and main menus provide access to all software functions.
Child Window
Project Navigator
Toolbar
Page 4
Tabbed Pane
Project Manager Application Main Window

Navigation
Main Menus
File Menu
Select this...
To...
Exit
Exit Project Manager.
View Menu
Select this...
To...
Status Bar
Toggle the Status bar on and off.
Toolbar
Toggle the Projects toolbar on and off.
Navigator Bar
Toggle the Navigator toolbar on and off.
Refresh
Update information in the Project window.
Show Project
IDs
Toggle the display of the Project IDs to the right of the

project names in the Toolbar.
Page 5

Navigation
Projects Menu
Select this...
To...
Open
Open the project or subproject selected in the Explorer pane.
New Main
Project
Open the Create Project Wizard and create a new main project.
New Subproject
Open the Create Project Wizard and create a new subproject.

Note: The subproject is added to the currently selected main project.
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Navigation
Rename
Opens the projects Properties dialog box where you can edit the
project name.
Delete
Mark a project as "unavailable" remove it from the directory tree,

but not from the database.
Undelete
Mark a project as "available" and make it visible in the directory

tree.
Project Specs
Opens the Project Specs dialog box, where you can add, delete, or
edit the project specifications.
Project Lines
Opens the Project Lines dialog box, where you can add, delete, or
edit the project lines.
Project Location Opens the Working Folder dialog box, where you can change the
location of where the project is stored.
Project
Export/Import
Opens a submenu to allow you to manipulate the location of the

project:
Export to External File: export the selected main project to

an external file that may be imported into another database
Export to SQL Server: export a copy of the selected main

project into a SQL server database
Import from External File: import a previously exported

main project into the current database from an exported
project file
Import from SQL Server: import a copy of a main project

from a SQL server database into the current database
Archive Project: remove the selected main project from the

current database and store the information in an archived
project file
Restore Project: create a project based on the information

stored in a previously archived project file
Move Project to SQL Server: move the selected main

project to a second SQL server database
Copy Project: make a copy of the selected main project

within the same database
Page 7

Navigation
View Projects
Opens a submenu to allow you to choose which projects you want to

view:
Available: view projects that are not checked out and the
user have access to.
Deleted: view projects that have been marked unavailable

and are not visible in the directory tree.
Access Denied: View projects that the user does not have
permission to access.
Suspect: Views the projects that are damaged, missing, or

corrupted.
All: View all projects in the database.
Refresh: Updates the information on the screen.
Open Containing Opens a new Windows Explorer window displaying the contents of
Folder
the folder associated with the selected object. This command is
available when a Project or an individual drawing/model is selected.
Refresh
Updates the information on the screen from the database.
Properties
Opens the Project Properties dialog box, where you can view the
tabs for: Project Name, Working Folder, Project Lines, Project
Specs, and Units.
Tools Menu
Select this...
To...
Rebuild Shortcuts
Open the Update Shortcuts dialog box where you update shortcuts
to project folders and design files.
Project files receive a system-generated name when they are
created. You cannot rename these files. Instead, you can create user
named shortcuts to the project files.
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Navigation
BOM Settings
Manager
Opens the BOM Settings Manager application.
View SQL Error

Log
PROCADs technical support staff may request that you send in the
error log file if you are experiencing technical problems with the
Project Manager. In general, you should not need to access this
information.
Alias ISOGEN
Activation
Activate or deactivate the ISOGEN module that synchronizes the

ISOGEN settings with the Project Manager. This must be activated
in order to automatically generate isometrics from a 3D model
within the Modeler application.
Alias ISOGEN
Config
Configure the settings for ISOGEN, mainly the location of the IConfigure files that control the appearance of the various output
styles, and the output styles to be included by default, with each
PROCAD 3DSMART Project.
Export Project to
External File
Exports the selected main project to an external file that may be

imported into another database.
Export Project to
SQL Server

imported into a SQL server database.
Import Project from Imports a previously exported main project into the current
External File
database from an exported project file.
Import Project from Imports a copy of a main project from a SQL server database into
SQL Server
the current database.
Archive Project
Removes the selected main project from the current database and
stores the information in an archived project file.
Restore Project
Creates a project based on the information stored in a previously

archived project file.
Move Project to
SQL Server
Moves the selected main project to a second SQL server database.
Copy Project
Makes a copy of the selected main project within the same

database.
Window Menu
Select this
To
Cascade
When more than one project is opened in the child window,

they will cascade down and overlap each other, so all the
title bars are displayed.
Tile
When more than one project is opened in the child window,

they will be tiled across the window, so they can all be
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Navigation
viewed at once as full windows with the scroll bars

displayed.
1 Main Project 1
If checked, the project is currently being viewed in the child

window.
Help Menu
Select this...
To...
Contents
Open the Project Manager Help file to the Contents tab.
Search
Open the Project Manager Help file to the Search tab.
Index
Open the Project Manager Help file to the Index tab.
About Project
Manager
View information about the program.
Toolbars
The toolbar may be toggled on or off from the View menu.
Select this...
To...
Open the Create Project Wizard and create a new main project.
Open the Create Project Wizard and create a new subproject.
Note: The subproject is added to the currently selected main project.
Copy the currently selected project.
Opens the Project Properties dialog box, where you can view the tabs
for: Project Name, Working Folder, Project Lines, Project Specs, and
Units.
Opens the Create New User Wizard to add a user to the list.
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Navigation
Deletes the currently selected user from the database. This button is
only active when a user is highlighted in a project.
Opens the Users Properties dialog box to add or remove roles
assigned to the user. This button is only active when a user is
highlighted in a project.
Opens the Users Properties dialog box to change their password.
This button is only active when a user is highlighted in a project.
Import project from an exported project file (*.pef). Projects may be
exported using the Export Project to External File command from
the Tools menu.
imported into another database.
Removes the selected main project from the current database and
stores the information in an archived project file.
View information about the program.
Right-Click Menus
Design Tab Right-Click Menu
To open this menu...
1. Open a project or subproject.
2. Click the Designs tab.
3. Right-click in the design list portion of the Designs tab.
Page 11

Navigation
Page 12

Navigation
Select this...
To...
Force Check In
Force current user of a design to check in the design.

Note: Project Manager does not allow two designers to
simultaneously work on the same design.
Check Out
Allow you to make the design unavailable to other users while

you work on it.
Create
Opens the Create New Design dialog box where you can create and
configure a new design.
Create Copy Of
Opens the Create New Design dialog box where you can create a
copy of a design by choosing the lines you want included in it.
Rename
Allow the design name to be edited.
Delete
Mark a design as unavailable and remove it from the design list,

but not from the database.
Other Tasks
Opens a submenu to allow you to choose one of the following, only

if the design has already been deleted:
Undelete design: makes the design visible in the directory

tree and marks it as available
Purge design: deletes the design entirely from the

database.
Design Specs
Opens the Design Specs dialog box where you can add, remove, or
change the specs for the design.
Preview
Open the selected design in the Preview window.
History
Opens the History dialog box so you can view the design history of
whom and when checked the design in or out.
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Navigation
View Designs
Opens a submenu to allow you to choose which designs you want

to view:
Available: view designs that are not checked out, and the
user have access to.
Deleted: view designs that have been marked

unavailable and are not visible in the design list.
Suspect: view designs that are damaged, missing, or

corrupted.
Checked Out: view designs that are being used by other

users.
All: view all designs in the database.
Refresh: update the information on the screen.
Large Icons: displays the designs with a large icon.
Small Icons: displays the designs with a smaller icon.
List: displays the designs in a vertical multi-column list.
Detail: displays the design list in Report view.
Open Containing Opens a new Windows Explorer window displaying the contents of
Folder
the folder associated with the selected object. This command is
available when a Project or an individual drawing/model is
selected.
Refresh
Updates the information on the screen from the database.
Properties
Opens the Properties dialog box to display tabs for General, Design
Specs, and History.
Project Explorer Right-Click Menu

This menu appears only when no projects are currently open.

Right-click in the Explorer pane of the Project Manager window.
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Navigation
The Project Explorer right-click menu is the same as the Projects main menu. To
view what each item does in the menu, refer to page 7.
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Navigation
Attributes Right-Click Menu

2. Click the Attributes tab.
3. Right-click in the attributes list portion of the dialog box to access the menu.
Select this...
To...
Edit
Edit the field value of a project.
Add
Add a new field to describe a project.
Rename
Rename a field.
Delete
Remove a field that describes a project.
Project Lines Right-Click Menu

To open this menu
2. Click the Project Lines tab.
3. Click any available line.
4. Right click in the lines list portion of the Project Lines tab to access the menu.
Select this
To
Create
Create a new line.
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Navigation
Delete
Mark a line as unavailable and remove it from the

line list.
Rename
Allow the line name to be edited.
Refresh Lines
Update the list of lines, making deleted lines visible.
Properties
Displays the General tab to change the name or color

of a line.
Users Right-Click Menu

To open this menu
2. Click the Users tab.
3. Right-click in the Users list portion of the dialog box, or right-click on an
individual user to access the menu.
Select this
To
Add
Opens the Create New User Wizard to add a user to

the list.
Rename
Allows the user name to be edited.
Change Password
Opens the users Properties dialog box to change

their password.
User Roles
Opens the users Properties dialog box to add or

remove roles assigned to the user.
Delete
Deletes the user from the database.
Properties
Opens the users Properties dialog box to access the

General and User Roles tabs.
Set All Members of Project
Gives all users in the list access to the project.
Reset All Members of Project
Allows the user to undo the setting of all members

in a project, giving access to only those who had it
initially.
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Procedures
Procedures
Projects
To create a new project, ensure you address each of the steps listed here:
Create a working folder, or use an existing folder, for the new project using
Windows Explorer. Do this before you create the project using Project
Manager.
Using Project Manager, create the Project and associated subprojects (if
required). See Creating a New Project.
Assign users to the project. Admin is always a member of the project, so it
does not need to be added again.
Assign one or more specifications to the project. Create specifications using
the Specification Manager application and then assign them to the project
using Project Manager. See Assigning Specs to a Project.
Create and/or assign attributes information to a project. Attributes are
additional information that helps define or distinguish one project from
another. See Adding a Project Field (Attribute), and Assigning a Value to
a Project Field (Attribute).
When all these steps are complete, the project is fully defined. You can now create designs
for the defined project.
Related Topics
Elements of a Project
Creating a New Main Project

Use this procedure to create a new root project directory.
To create a new project...

1.
Select New Main Project from the Projects menu.

OR
Right click in the Project tree and select New Main Project.
OR
Click the Create New Main Project button on the toolbar
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Procedures
Step 1 of 5 of the Create Main Project wizard appears.

2.
Enter a name for the new project.
3.
Click Next.
Step 2 of 5 appears to assign the working folder.
4.
If you do not choose to use the default location, click the Browse button.
The Get Folder Path page appears.

5.
Select a working folder for the project.
6.
Click Next.
Step 3 of 5 appears to create/select project lines.
7.
Create and select the lines to be used in the project.
8.
Click Next.
Step 4 of 5 appears to choose specs.
9.
Choose the specs to be used in the project.
10. Click Next.

Step 5 of 5 appears to define the project units.
11. Select the required unit options.
12. Click Finish to create the new project directory in the Project Manager
Browser, OR click Cancel to exit the dialog box without creating a new root
project.
Related Topics


Assign Working Folder Dialog Box
Define Project Units Dialog Box or Tab
Creating a Subproject
Use this procedure to create a new subproject directory.
To create a subproject...
1.
There are two methods:

a. In the Project Navigator Toolbar, click the project for which
you want to add a subproject folder. Then from the Projects
menu, select New Subproject.
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Procedures
b. Right click on the project and select Subproject in the menu.

The Create Subproject wizard appears.
2.
Enter a name for the new subproject.

The Project Lines dialog box appears.
3.
Create new or select from the available project lines you want to appear in the
project.
4.
Click Next.
The Project Specs dialog box appears.
5.
Select from the available specs you want to appear in the project.
6.
Click OK to create the new subproject directory, OR click Cancel to exit the
dialog box without creating a new subproject.
Related Topics
Creating a New Project
Assigning Additional Users to a Project

Use this procedure to assign users to access a project.
To assign additional users...

1.
Open the required project.
2.
Click the Users tab.

The tab displays a master list of users.
3.
Click the check box beside a name to add that user to the project.
Note: You can assign multiple users to the project.
4.
When you have added all required users, close the Project Window.
Note: The user assignments you made are automatically saved.
Related Topics


Creating the Users List
Assigning Specs to a Project

You create specifications using Specification Manager. All existing specifications appear in
the Project Specs tab of the Project Manager window.
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Procedures
To assign a specification to a project...

1.
Open the required project.
2.
Click the Project Specs tab.
3.
Click the check boxes beside all the specs you want to assign to the project.
Note: For the main project, all existing specs are available. For the
subproject, only the subsets of specs from the main project are
available.
Related Topics
Deleting a Project
There are two ways you can mark a project as "unavailable" and remove it from the project
tree.
To remove a project...
1.
a. In the Project Navigator Toolbar, click the project or subproject you
want to remove.
b. From the Projects menu, select Delete.
c. A message box asks you to confirm the delete.
d. Click OK to remove the project from the project tree.
2.
a. Right click on the Project.
b. Select Delete from the menu.
You can also remove a project from the database entirely by selecting Archive Projects:
either by right clicking on the project or choosing it from the Projects menu.
Related Topics

Removing a Design from a Project

Archiving a Project
Renaming a Project
You can rename a project or subproject as required.
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Procedures
To rename a project...
Either click the project or subproject you want to rename, and select Rename from
the Projects menu
OR
Right click on the project and choose Rename from the Projects menu
OR
Select Properties from the Projects menu, and click on the General tab.
The projects Properties dialog box appears.
1.
2.
Enter a new name for the project.

Do one of the following:
Click OK to accept the new name.
Click Cancel to exit the Project Properties dialog box without renaming
the project.
Related Topics
Project Name Dialog Box
Setting the Working Folder

When the program is first used, the first path entered for the project working folder becomes
the default.
You assign a working folder (either local or on the network) when creating a project, but you
can change this folder at any time.
You can assign any folder accessible on your network as the working folder for a project.
When you are assigning a working folder, you should use the network path to a shared
folder, so the project is accessible to all users. If you assign a local path, a warning will
appear that the project will be stand-alone.
To access multiple users through the network, provide the network share and appropriate
permissions.
To assign a different working folder...

1.
In the Project Manager browser, select the project to which you want to assign
a different working folder.
2.
From the Projects menu, select Project Location.

The Project Properties dialog box appears with the Working Folder tab.
3.
Page 22
Click the Browse button.

Procedures
A warning message appears.

Read the warning message carefully.
Click OK to proceed, OR click Cancel to terminate the operation.
4.
If you click OK, the Get Folder Path dialog box appears.
Select the folder you want to use as the working folder.
5.
Click OK to select the folder and close the Get Folder Path dialog box.
6.
The Assign Working Folder tab displays the name of the folder you selected.
7.
Click OK to accept the selected folder and close the Working Folder dialog
box.
Alternately, click Cancel to exit the Working Folder dialog box without setting
a new working folder.
Related Topics


Working Folder Dialog Box
Get Folder Path Dialog Box
Opening an Existing Project

In the Project Manager Explorer, double-click the project name to open it in the Project
window.
Related Topics
Viewing Project Information

When you open a project or subproject using the Explorer, a project window opens. The
window has five tabs that contain all project information and attributes. Click on the tabs to
view the following project information:
Click this tab...
To view this information...
Attributes
The attributes that describe the project.
Designs
All the designs associated with the project or

subproject.
Project Specs
All the specifications associated with the project or

subproject.
Project Lines
Project piping line numbers.
Users
View users assigned to the project or sub-project.
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Procedures
Related Topics
Updating Project Shortcuts

Project files and folders receive a system-generated name when they are created. You cannot
rename these files. Instead, you can create user named shortcuts to the project folders and
design files (using the Project Name dialog box or tab).
You can update shortcut file names to reflect the most recent list of user defined design and
project names at any time.
To update shortcuts...
1.
From the Tools menu, select Rebuild Shortcuts.

The Update Shortcuts dialog box appears.
2.
Click Start.
The Status bars indicate update progress.
3.
When all projects and design shortcuts update, click Done to close the Update
Shortcuts dialog box.
Related Topics
Update Shortcuts Dialog Box
Exporting Project to External File

There are times where it will be desirable to move a main project from one database to a
second. Using the export project to external file functionality will allow main projects to be
moved between MSDE databases. The Exporting Project to SQL Server command allows
transferring of a main project to any SQL Server that is accessible through the network.
The exported project file will contain information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions. The original project will remain intact in
its original location.
To export a project to External File...

1.
Highlight the project that you wish to export.
2.
From the Tools menu, select Exporting Project to External File.
3.
The file Save As dialog appears. Select the name of the exported file and the
location where it will reside. The file extension is *.pef.
Importing Project from External File

The Importing Project from External File command allows transferring of main projects
into a project database. This is particularly useful for MSDE Databases.
Page 24

Procedures
The imported project file will contain information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions. Note that the actual specifications are not
imported. The original project will remain intact in its original location.
To import a project from an external file...

1.
From the Tools menu, select Importing Project from External File.
2.
The Open Export project file dialog appears. Navigate to the project export
file with an extension *.pef and highlight the file.
3.
Click the OK button to import the exported project file.
If the main project or any subproject has an identical name to any existing projects, a dialog
will appear asking for a new name for the project being imported.
Exporting Project to SQL Server

There are times where it will be desirable to move a main project from one database to a
second. The Exporting Project to External File command allows transferring of a main
project into any MSDE or SQL Server that is accessible through the network.
selected, drawings and user roles and permissions. The original project will remain intact in
its original location.
To export a project to SQL Server...

1.
2.
From the Tools menu, select Exporting Project to SQL Server.
3.
The Select SQL Server dialog appears. Select the server you wish to export
the project to from the drop down box.
4.
Click the Finish button to export the selected project.
If the project or any subproject has an identical name to any existing projects, a dialog will
appear asking for a new name for the project being imported.
Note: The correct permissions are required on the destination SQL Server to be able to write
the project information.
Importing Project from SQL Server

The Importing Project from SQL Server command allows transferring of main project data
into a projects database.
The Importing Project to External File command allows
transferring of a main project into any MSDE or SQL Server that is accessible through the
network.
Page 25

Procedures
selected, drawings and user roles and permissions. Note that the actual specifications are not
imported. The original project will remain intact in its original location.
To import a project from a SQL Server...

1.
From the Tools menu, select Importing Project from SQL Server.
2.
The Select SQL Server dialog appears. Select the server you wish to import
the project from the drop down box.
3.
Click the Next button to continue.
4.
The Select Project for Import dialog appears. Select the project or subproject
that you wish to import from the project list.
5.
Click the Finish button to import the selected project.
Resolving Project Name Conflicts

The Project Manager does not allow duplicate project names. When a project is being
imported or restored from archives, the project names are compared against those already in
existence in the database. If there is a repetition, the Resolve Project Name Uniqueness
dialog box will appear.
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Procedures
The projects on the destination database that have the same name as the project that is being
imported or restored will appear in red. In order to complete the import process, a unique
name must be entered in the text field. As soon as a unique name has been entered, the
Apply New Name button becomes available.
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Procedures
If any of the sub-projects being imported have duplicate names of any existing projects, the
Apply new name button will again become greyed out and the next project name that
requires modification will appear in the text box. Once all name conflicts have been
resolved, the Continue button will become available for use. Clicking this button will
complete the import process.
Archiving Projects
At the completion of a project, it may be desirable to archive the project so that it no longer
exists in the project database and is no longer displayed in the project manager. The Archive
Projects command allows the project information to be transferred from the database to
Archive Project File format. The original project will be completely removed from the
database. This functionality will work for both MSDE and SQL server databases.
selected, drawings and user roles and permissions. The physical drawing files (*.dwg) such
as the models, orthographics and isometric drawings will all remain in their original location.
Page 28

Procedures
To archive a project...
1.
Highlight the project that you wish to archive.
2.
From the Tools menu, select Archive Project.
3.
The Save As dialog appears. Select the name of the exported file and the
location where it will reside. The file extension is *.arh.
4.
Click the Save button to export the selected project.
5.
A final warning will appear indicating that the project settings will be
completely removed from the database.
6.
Click the Archive button to complete the archiving process.
Restoring Projects
The Restore Project command allows archived project files to be returned to the database.
selected, drawings and user roles and permissions.
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Procedures
To import a project from an external file...

1.
From the Tools menu, select Restore Project.
2.
The Open Archived Project File dialog appears. Select the archived project
you wish to restore the navigation dialog.
3.
Click the Open button to continue.
Moving Projects to SQL Server

The export and import commands make a copy of a project and then move the copy of the
project information to a new location. The Move Project to SQL Server command
completely moves the project from the original location to the specified location.
selected, drawings and user roles and permissions.
To move a project to SQL Server...
Page 30
1.
2.
From the Tools menu, select Move Project to SQL Server.
3.
The Move Project to SQL Server dialog appears.

Procedures
4.
Click the Move button to continue the procedure.
5.
The Select SQL Server dialog appears. Select the server you wish to import
the project from the drop down box.
6. Click the Finish button to complete the procedure.

Note: The correct permissions are required to the SQL Server to be able to write the project
information.
Copying Projects
The Copy Project command makes a copy of the selected project within the current
database.
The copied project file will have the information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions as the original project.
To copy a project...
1.
From the Tools menu, select Copy Project. The Copy Project dialog appears.
2.
Click the OK button to continue.
3.
The Resolve Project Name Uniqueness dialog appears so that you may give a
new name to the copy.
4.
Click the Apply new name button once you have entered a different name for
the new project. Unique names will also need to be given for any subprojects.
5.
Click the Continue button to copying the project.
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Procedures
Project Fields (Attributes)

Adding a Project Field (Attribute)
Project fields are data elements used to define a project and differentiate it from other
projects. For example, you can create project fields for client, completion date, project
description, and more. You can then assign a value to each of these fields on a project-byproject basis.
You can add, delete, or rename project fields as required.
To add a project field...

1.
Open the project to which you want to add fields to.
2.
Click the Attributes tab, which displays a list of all available project fields.
3.
Right-click to view the context menu.
4.
Select Add.
5.
The New Attribute field will be created and added to the list.
6.
Enter a name for the new project field.
7.
Click Enter.
Related Topics
Project Field Editor Dialog Box
Assigning a Value to a Project Field (Attribute)

To assign a value to a project field...

1.
Open the project to which you want to assign values.
2.
Click the Attributes tab.

The Attributes (project field) list appears in the left column of the tab, the
assigned values appear in the right column.
3.
Double-click the attribute to which you want to assign a value (e.g. Completion
date).
A dialog box appears.
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Procedures
4.
Enter a value for the selected field.

Note: Values can be alphabetical, numeric, or a combination of both.
5.
Either click OK to save the data and close the dialog box, or Cancel to close
the dialog box without saving the data.
The information you entered for the attribute appears in the Value column.
Related Topics
Adding a Project Field
Renaming a Project Field (Attribute)

projects. For example, you can create and rename project fields for client, completion date,
project description, and more. You can then assign a value to each of these fields on a
project-by-project basis.
You can add, delete, or rename project fields as required.
To rename a Project Field...

1.
Open the project that contains the field you want to rename.
2.
3.
Right-click to view the context menu.
4.
Select Rename.
5.
Type a new name for the project field.
6.
Click Enter.
Related Topics
Deleting a Project Field (Attribute)

You can delete a project field if required.
If you delete a project field, any values assigned to that field (in all projects) are lost.
Page 33

Procedures
To delete a project field...

1.
Open the project that contains the field you want to delete.
2.
3.
Right-click on the name of the field you want to delete.
4.
Select Delete.
A warning dialog box appears.
5.
Click OK to delete the field.
Related Topics
Users
Creating the Users List
The Users list is the master list of all users in the PROCAD 3DSMART Database.
To define users.
1.
From the Project Manager Window, click the Users tab.
2.
Right click in the Users tab and select Add.
3.
The Step 1 of 2-dialog box appears.
4.
Enter the users Name, Password, and Verify the Password.
5.
Click Next.
6.
The Step 2 of 2-dialog box appears.
7.
Select the PROCAD 3DSMART Roles for the new user.
8.
Click Finish.
Related Topics

Personnel Editor Dialog Box

Creating a Project Team
Editing the Users List

The Users list is the master list of all employees who can access PROCAD 3DSMART
projects. You can add, delete, or edit data for a user as required. Admin, the system user,
cannot be edited, except in changing the password.
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Procedures
To edit the Users list...

1.
In the Project Manager window, click on the Users tab.
2.
Right-click on a name in the Users list.

The right-click menu appears.
3.
Select one of the following:

Add
Rename
Change Password
User Roles
Delete
Properties
Set All Members of Project
Reset All Members of Project
Renaming a User
You can change the name for an individual user, except for Admin.
To rename a user
1.
2.
Right-click on the user name you want to change.

3.
Select Rename.
The Users name becomes highlighted for changes.
4.
Change the Users name, and then click back into the Users tab to save the
changes.
.
Changing the Password

You can change the Password of a single user.
To change a password
1.
2.
Right-click on the User whose password you want to change.

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Procedures
3.
From the menu, select Change Password.

The users Properties dialog box appears.
4.
Enter the new password for the user, and then enter it again in the Verify
Password section.
5.

Click Apply to save the password changes, while the User Properties dialog
box remains visible.
Click OK to save the password changes and close the User Properties
dialog box.
Click Cancel to close the User Properties dialog box, without saving the
Password changes.
Editing User Roles

You can add, or remove the roles assigned to an individual user, except Admin who has full
access and all permissions granted.
To edit user roles
1.
2.
Right click on the user whose roles you want to edit.

3.
From the menu, select User Roles.

The User Properties dialog box appears.
4.
Select the roles you want the user to have, or deselect currently checked roles
so the user doesnt have access to them.
5.

Click Apply to save the changes to the users roles, while the User
Properties dialog box remains visible.
Click OK to save the changes to the users roles, and close the User
Properties dialog box.
Click Cancel to close the User Properties dialog box without saving the
changes.
Deleting a User
You can delete a user from the PROCAD 3DSMART Database, except the Admin system
account.
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Procedures
To delete a user
1.
2.
Right click on the user you want to delete.

3.
From the menu, select Delete.

A warning dialog box appears, to make sure you want to delete t he
from the database.
4.
user

Click Yes to remove the user from the database and return to the Project
Manager window.
Click No to cancel deleting the user and return to the Project Manager
window.
User Properties
You can display the users properties in one window to make changes all at once.
To display the users properties
1.
2.
Right click on the user whom you want to display properties for.
3.
From the menu, select Properties.

4.
Choose which tab you would like to make changes to.
5.

Click OK to save the changes and close the User Properties dialog box.
Click Apply to save the changes and keep the User Properties dialog
box open.
Click Cancel to ignore any changes made and return to the Project
Manager window.
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Procedures
Setting all Members of a Project

Setting all the members of a project allows you to give access to all users without clicking
each individual user.
To set all members of a project
1.
2.
Right click in the Users tab.

3.
From the menu, select Set All Members of Project.

All members in the Users tab become checked, giving them all access to the
project.
Resetting All Members of a Project

Resetting all the members of a project allows you to undo the setting of all members in a
project. All users who initially had access to the project will remain checked and have
access, while the others will no longer have access.
To reset all members of a project
1.
In the Project Manager window, click the Users tab.
2.
Right click in the Users tab.

3.
From the menu, select Reset All Members of Project.

All the members who were not initially given access to the project will be
denied access again.
Designs
Creating a New Design
Any user with permission to access a project can create new designs for the current project.
1.
Open a project or subproject.
2.
Click the Designs tab to view a list of designs in the current project or
subproject.
3.
Right-click in the Designs tab, and select Create from the menu.
Step 1 of 2 of the Create Design Wizard appears.
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Procedures
4.
Specify a name for the design.
5.
Click Next.
Step 2 of 2 of the Create Design Wizard appears.
Select the specs you want to appear with the design.

6.

Click Finish to save the new design and exit the Wizard.
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Procedures
Click Back to make any changes in the previous step.
Click Cancel to close the Create Design Wizard and return to the
Project Manager window.
Deleting a Design from a Project

You can delete a design two different ways. To make a design unavailable and hide it from
view, mark it as deleted. To remove the design from the database completely, you use the
Purge function.
To make a design unavailable

1.
2.
subproject.
3.
Right-click the design name you want to remove.

4.
From the right-click menu, select Delete.
A message box appears, asking if you want to continue deleting the design. Click
OK to continue, or Cancel to return to the Project Manager window.
If you click OK, this marks the design as "unavailable" and removes it from the
project.
You can retrieve the design at any time by right clicking in the Designs tab,
selecting Other Tasks, then Undelete Design. Or view the deleted designs by right
clicking in the Designs tab, choosing View Designs from the right-click menu, and
selecting Deleted.
To delete a design from the database

2.
subproject.
3.
Right-click in the Designs tab, choose View Designs, and then select Deleted.
4.
Right-click on the design that has already been marked Deleted that you want
to delete from the database.
5.
Choose Other Tasks from the menu, and then select Purge Design.
A message box appears asking you if you are sure you want to permanently
delete the selected design from the database.
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Procedures
6.

Click OK to permanently delete the design and, return to the Project
Manager window.
Click Cancel to ignore the request to delete the design, and return to the
Related Topics
Removing a Project
Renaming a Design
Use this procedure to rename a design file.
To rename a design...
1.
2.
subproject.
3.
Right-click the design you want to rename.

4.
From the right-click menu, select Rename.
5.
Enter a new name for the design.
6.
Click Enter.
Related Topics
Adding a Design to a Project
Viewing a Design
To view a design...
1.
Open the project or subproject that contains the design you want to view.
2.
Click the Designs tab.

The Designs tab displays all designs currently assigned to the project or
subproject.
Note: Drawings assigned at the project level do not appear in
subproject folders.
3.
Right-click the design you want to view.

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Procedures

4.
From the menu, select Preview to open the design in the File Preview pane.
Related Topics
Project Window Designs Tab
Checking-in a Design
To check in a design normally, save and close the design using AutoCAD commands.
Force Check-in a Design

Use this procedure to force a design check-in using Project Manger.
Note: The preferred check in method is to have the current 'owner' of the design check it in
from 3DModeler.
To force check-in a design...

1.
Open a project or sub-project.
2.
Click the Designs tab to view a list of designs in the current project or subproject.
3.
Click the design you want to check in.
4.
Right-click the design name.
5.
From the right-click menu, select Force Check In.

A warning box appears.
6.
Either click OK to continue the Force Check In, or click Cancel to exit the
warning box without finishing the Force Check In.
If you click OK, the date and time appears in the Checked in column and
'Forced check in' appears in the Comment column.
Related Topics

Page 42

Design Right-click Menu

Procedures
Alias ISOGEN
Activate Alias ISOGEN
The very first time that the Project Manager is run, the user will be prompted to activate
Alias ISOGEN. This must be done in order to automatically generate isometrics from the
3D model. ISOGEN should only be activated on computers that have an appropriate license.
Note: The ISOGEN license is always standalone, and therefore resides on individual
computers. This is the reason that not all computers should activate this module.
To activate ISOGEN...
1.
If it is the first time running the Project Manager application, the PROCAD
3DSMART ISOGEN Activate dialog box will appear automatically. To
activate the module at a later time, select the Alias ISOGEN Activation
command from the Tools menu.
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Procedures
2.
Select the desired activation option.
3.
Click the OK button to save the changes.
Related Topics
ISOGEN Activation Dialog Box
Configuring Alias ISOGEN

ISOGEN cannot be configured if it is not first activated. The configuration is the base
settings for all new Projects, and can be further customized in each individual project.
To configure default ISOGEN settings...

1.
Page 44
From the Tools menu, select the Alias ISOGEN Config command.

Procedures
2.
The Alias ISOGEN Config dialog box appears.
3.
The first step is to define the location of the ISOGEN settings. This location
should be a network folder that can be shared for all users to access.
Click the
button to open a browser window, or type the desired folder
name directly in the text field.
Page 45

Procedures
Navigate to the desired location, or use the Make New Folder button to create a
new folder for the settings. Click OK to accept the highlighted folder as the
desired target location for the settings.
4. Click on the check boxes of all of the styles that you wish to have appear in all
new projects by default.
5. Click the OK button to save the settings.
Related Topics
Page 46
Alias ISOGEN Config Dialog Box

Dialog Boxes
Dialog Boxes
Login Dialog Box
The Login dialog box is available for installations that have a security level higher than No
Security.
The current version of PROCAD 3DSMART uses the following levels:
No Security: Admin (without a password) is the default and the only
user in the system.
Low Security: Admin (with the password protected) is the default and
the only user in the system.
Intermediate Security: Admin and other users with different roles and
permissions are configured in the PROCAD 3DSMART system.
High Security: Admin (with the password protected) and other users
with different roles and permissions are configured in the PROCAD
3DSMART system.
To access this dialog box

Either:
1.
From the Start menu, access Programs.
2.
Go to PROCAD Software, then PROCAD 3DSMART.
3.
Click on Project Manager.
Or:
Double click on the Project Manager icon on the desktop.
4.
Enter the Username and Password.
5.

Click OK to verify the username and password and become logged into
Project Manager.
Click Cancel to exit the dialog box without logging into Project
Manager.
Page 47

Dialog Boxes
In this field
Enter/Do this
Username
Enter the username you want to access

Project Manager with.
Password
Enter the password that corresponds

with the username entered.
OK
Click for the system to verify username

and password to log you into the
program.
Cancel
Click to exit the dialog box without

logging into the program.

To access this dialog box...
1.
a different working folder.
2.
From the Projects menu, select Properties.

The Project Properties dialog box appears.
Alternatively, these tabs appear as pages when you use the New Main Project
command.
3.
Page 48
Click the Assign Working Folder tab.

Dialog Boxes
In
this Enter/Do this...
field...
Click to open the Get Folder Path dialog box where you can
set the working folder.
OK
Click to close the dialog box and accept the selected folder
as the new working folder.
Cancel
Click to close the dialog box without selecting a working

folder.
Related Topics


Define Project Units Dialog Box

Use this dialog box/page to make unit selections for a project when you initially create the
project.
Important for Component Coordinates and Lengths (System and Units): Although it is
possible to change project units at a later time, this is not recommended. Changing units after
creating designs might compromises data integrity. Select the correct units when creating a
new project.
Page 49

Dialog Boxes

1.
different units.
2.
From the Projects menu, select Edit Project.

Alternatively, select New Main Project from the Projects tab. You assign units
on the Define Project Units page.
Note: These tabs appear as pages when you use the New Main Project
command.
3.
Page 50
Click the Units tab.
In this
field...
Enter/Do this...
Model
Coordinates
and
Distances
Click to assign the units to the project for model space.
Use BOM
Templates
and ISO.opl
If you wish to have different units in the BOM or the

isometric drawing created by ISOGEN than are defined
for the model units, then select this check box. When it is
selected, all other options will be grayed out.
English
Dimensional
If you have selected English units for the pipe size, length
of bolt units, the formatting of these units will follow the

Dialog Boxes
Format
formatting style selected here.

Fractional (e.g. 10 )
Architectural (e.g. 10 )
Engineering (e.g. 10.5)
Pipe Size
Units
The units to be used for the pipe sizes in the BOM and
ISOGEN generation
Length Units
The units to be used for the pipe length in the BOM and
ISOGEN generation
Bolt Units
The units for the length and diameter of the bolts in the
BOM and ISOGEN generation. The length and diameter
may have different units.
Related Topics

Use this dialog box to select a default folder for a project.

Click the Browse button on the Assign Working Folder tab of the Project
Properties dialog box.
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Dialog Boxes
In this field...
Enter/Do this...
Folder List
Click the folder you want to se as the working folder for the
project.
Show local
folders
Click to access local folders only. Caution: If you select

this, others will not be able to access the project. Use only
for standalone projects.
OK
Click to choose the selected folder.
Cancel
Click to exit the dialog box without selecting a working

folder.
Related Topics
User Properties Dialog Box

Use this dialog box to enter or edit data for a user.

1.
Page 52

Dialog Boxes
2.
Right-click on the user you want to display the properties for.

3.

In this field...
Enter/Do this...
Name
Enter the user name.

Note: Conventions for name entry will differ from
organization to organization. Use the conventions
established by your company.
Password
Enter a password for the user.
Verify Password Enter the password again.

OK
Click to save the data and close the dialog box.
Cancel
Click to exit the dialog box without saving any user data
changes.
Apply
Click to save the data and keep the dialog box open.
Related Topics

Adding a User
Deleting a User
Assigning User Roles
Page 53

Dialog Boxes
Project Properties Dialog Box

Use this dialog box to name or rename any project or subproject.

1.
In the Project Manager window, select the project you want to rename.
2.
Either right-click on the project and select Properties from the right-click
menu, or choose Properties from the Projects menu.
Alternatively, these tabs appear as pages when you use the New Main Project
command.
3.
Page 54
Click the General tab.
In this
field...
Enter/Do this...
Name
Type a new name for the project or subproject.
OK
Click to assign the name and close the dialog box (or Next
to move to the next page if you are creating a new main
project).
Cancel
Click to exit the dialog box without saving the name.
Apply
Click to save the new name without closing the dialog box.

Dialog Boxes
Related Topics


Creating a Sub-project
Renaming a Project
Update Shortcuts Dialog Box

Project files receive a system-generated name when they are created. You cannot rename
these files. Instead, you can create user named shortcuts to the project files (using the
Project Name dialog box or tab).
Use this dialog box to update shortcut file names to reflect the most recent list of user
defined project names.

From the Tools menu, select Rebuild Shortcuts.
The Update Shortcuts dialog box appears.
In this field...
Enter/Do this...
Start
Click to update shortcuts. The Project and Design

status bars indicate process status.
Done
Click to close the Update Shortcuts dialog box.
Related Topics
Updating Project Shortcuts
Project Lines Dialog Box

Project Lines dialog box is used to create new line numbers or edit existing line numbers.
Page 55

Dialog Boxes
To create new lines...

1.
Select the project you want to create new lines for.
2.
Either click the project to highlight and choose Project Lines from the Projects
menu, or right-click on the project and choose Properties from the right-click
menu.
3.
Click on the Lines menu and choose Create.

A new line appears in the dialog box, allowing you to rename it.
4.

Click OK to save the changes and return to the Project Manager window.
Click Cancel to exit the dialog box without saving the new line.
Click Apply to save the new line and keep the dialog box open.
Page 56
In this
field
Enter/Do this
OK
Click to save changes and return to the Project Manager

window.
Cancel
Click to exit the dialog box without saving the data.
Apply
Click to save the new data without closing the dialog box.

Dialog Boxes
To edit existing lines

1.
Select the project you want to edit the lines for.
2.
Either click the project to highlight and choose Properties from the Lines
Menu, or right-click the project and choose Properties from the right-click
menu.
The Project Line Properties dialog box appears.
3.
You can edit the project lines name, as well as the color of the line.
4.

Click OK to save changes and return to the Project Manager window.
Click Cancel to exit the dialog box without saving the data.
Click Apply to save the new data without closing the dialog box.
In this field...
Enter/Do this...
Name
Type a name for the line number.
Color
Select a line color for the line from the drop down list.
OK
Click to apply settings and exit the dialog box.
Cancel
Click to exit the dialog box without saving the data.
Apply
Click to save the new data without closing the dialog box.
Page 57

Dialog Boxes
Project Specs Dialog Box

The Project Specs dialog box is used to add or remove existing specifications for a project.
To add or remove project specs
5.
Page 58
1.
Select the project you want to edit the specifications for.
2.
Either click the project to highlight it and choose Properties from the Projects
menu, or right-click the project and choose Properties.
3.
The Project Specs dialog box appears.
4.
You can add specifications to the project, or remove them, as long as theyre
not in use at the time of edit.


Dialog Boxes
In this field.
Enter/Do this
OK
Click to apply settings and exit from

the dialog box.
Cancel

saving the data.
Apply
Click to save the new data without

closing the dialog box.
Project Settings Dialog Box

The Project Settings dialog box is used to add or remove existing specifications for a project.
In this field.
Enter/Do this
Weld Gap
Define the size of the welds to be

placed between components. If you
wish the gap to vary with the size of
Page 59

Dialog Boxes
the components, such as the outside

diameter, then this value should be 0.
This will force the dimensions from
the database to be used, which may be
modified by the user.
Min Pipe Cut Length
PROCAD 3DSMART will provide a

warning if any length of pipe being
places is smaller than this ratio value
multiplied by the pipes outside
diameter.
Alias ISOGEN Styles
There are 8 possible output styles that

can be used by default for all new
drawings within this project. These
styles may be customized using the IConfigure application.
OK

the dialog box.
Cancel

saving the data.
Apply
Click to save the new data without

closing the dialog box.
User Roles Dialog Box

The User Roles dialog box is used to assign or remove roles the user has, which determines
the access they have to a particular project.

1.
Select the project you want to edit the user roles for.
2.
Click the Users tab to view the master list of users for the project.
3.
Right-click on the user that you want to edit the roles for.
4.
From the right-click menu, select User Roles.

The User Roles dialog box appears.
5.
Click on the roles you want to add for the user, or click the currently
roles to remove them.
6.
selected

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Dialog Boxes
In this field.
Enter/Do this
OK
Click to apply settings and exit

the dialog box.
Cancel
Click to exit the dialog box

without saving the data.
Apply
Click to save the new data and

keep the dialog box open.
General Dialog Box

The General dialog box is used to view a designs ID number, its path, status, and when and
who it was created by. The user is also able to edit the design name.
1.
Select the project you want to edit the design for.
2.
In the Designs tab, right-click on the design you want.

3.

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Dialog Boxes
4.
The designs General dialog box appears.
5.
Edit the designs name, and view information about the design.
6.

Click OK to save the changes and return to the Project Manager window.
Click Cancel to exit the dialog box without saving the changes.
Click Apply to save the changes and keep the dialog box open.
In this field
Enter/Do this
Name
Enter the name you want to give the

design.
OK
Click to save the data and return to the

Cancel
Click to exit the dialog box without saving

the data.
Apply
Click to save the data and keep the dialog

box open.
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Dialog Boxes
Design Specs Dialog Box

This dialog box is used to select from the available list of specs which ones you want to use
in the design, or which ones to remove.

1.
Select the project you want to edit the specs for.
2.

3.
4.
Click on the Design Specs tab.

The Design Specs dialog box appears.
5.
Select the specs you want to use for the design, or click on the specs already
selected to remove them. Only specs that are not open and in use can be
removed.
6.

Click OK to save the changes and return to the Project Manager

window.
Click Cancel to exit the dialog box without saving the changes.
Click Apply to save the changes and keep the dialog box open.
Page 63

Dialog Boxes
In this field
Enter/Do this
OK
Click to save the data and return to the

Cancel
Click to exit the dialog box without saving

the data.
Apply
Click to save the data and keep the dialog

box open.
History Dialog Box

This dialog box is used to view the design history of who and when checked the design in or
out.

1.
Select the project you want to view the design history for.
2.

3.
4.
Click on the History tab.

The History dialog box appears.
5.
Page 64
View who and when the design was checked in and out.

Dialog Boxes
6.

Click OK to return to the Project Manager window.
Click Cancel to exit the dialog box.
Page 65

Dialog Boxes
ISOGEN Activation Dialog Box
In this field.
Enter/Do this
Activation options
Select the activation option based on the

licensing and usage scenario for your company.
A description of these options is provided at the
top of the dialog box.
OK
Click to apply settings and exit from the dialog

box.
Cancel
Click to exit the dialog box without saving the

data.
Help
Click to save the new data without closing the

dialog box.
Page 66

Dialog Boxes
Alias ISOGEN Config Dialog Box
In this field.
Enter/Do this
ISOGEN Projects Folder Path
The location of the I-Configure style

configurations. This should be a
network location so all users may
access the same settings.
Click this button to browse to the
desired location of the I-Configure
style configurations.
Click to open
application.
the
I-Configure
Styles checkboxes
There are 8 possible output styles that

can be used by default for all new
drawings within this project. These
styles may be customized using the IConfigure application.
OK

the dialog box.
Cancel

saving the data.
Page 67

Project Window
Project Window
Attributes Tab
Use this tab to view project field description data.
Related Topics

Adding a Project Field

Assigning a Value to a Project Field
Editing a Project Field
Deleting a Project Field
Project Window Project Specs Tab

Use this tab to select the specifications available for use in designs.
Page 68

Project Window
Related Topics
Assigning Specs to a Project
Project Window Project Lines Tab

Use this tab to view the list of project lines for the selected project or subproject.
Page 69

Project Window
Related Topics

Creating a new project line

Editing project lines

Use this tab to view the list of designs associated with the selected project or subproject.
Design Tab Right-click Menu

Using the right-click menu you can do the following:

Add a new design to the project

Force another user to check in a design
Open a design in the preview window
Related Topics

Adding a Design to a Project

Viewing a Design
Design Right-click Menu
Project Window Users Tab

Use this tab to assign users to a project or subproject.
Page 70

Project Window
Related Topics

Assigning Additional Users to a Project

Creating the Staff List
Editing User Properties
Page 71

Project Window
Page 72

Index
Index
Archiving Projects ........................... 28
Copying Projects ............................ 31
Designs ............................................ 38
Checking-in a Design .................. 42
Creating a New Design ............... 38
Deleting a Design from a Project 40
Force Check-in a Design ............. 42
Renaming a Design ..................... 41
Viewing a Design ........................ 41
Dialog Boxes ................................... 47
................................................. 48
Define Project Units Dialog Box 49
Design Specs Dialog Box ............ 63
General Dialog Box ..................... 61
Get Folder Path Dialog Box ........ 51
History Dialog Box ......... 64, 66, 67
Login Dialog Box ........................ 47
Project Lines Dialog Box ............ 55
Project Properties Dialog Box ..... 54
Project Specs Dialog Box ...... 58, 59
Update Shortcuts Dialog Box ...... 55
User Properties Dialog Box......... 52
User Roles Dialog BOx ............... 60
Elements of a Project ......................... 2
Exporting Projects
To External File ........................... 24
To SQL Server ............................ 25
Importing Projects
From External File ...................... 24
From SQL Server ........................ 25
ISOGEN
activate .................................. 43, 66
configuration ............................... 67
configure...................................... 44
styles ............................................ 60
Main Menus....................................... 5
File Menu ...................................... 5
Help Menu ................................... 10
Projects Menu ................................ 6

Tools Menu .................................... 8
View Menu..................................... 5
Window Menu ............................... 9
Moving Project to SQL Server ........ 30
Project Fields (Attributes ................. 31
Project Fields (Attributes)
Adding a Project Field ................. 31
Assigning a Value to a Project Field
.................................................. 32
Deleting a Project Field ............... 33
Renaming a Project Field ............. 33
Project Manager Window .................. 4
Project Window ............................... 68
Designs Tab ................................. 70
Project Lines Tab ......................... 69
Project Specs Tab ......................... 68
Users Tab ..................................... 70
Projects ............................................. 18
Archiving ..................................... 28
Assigning Additional Users to a
Project ...................................... 20
Assigning Specs to a Project ........ 20
Copying ........................................ 31
Creating a New Main Project ....... 18
Creating a Subproject ................... 19
Deleting a Project ......................... 21
Exporting to External File............ 24
Exporting to SQL Server ............. 25
Importing from External File ....... 24
Importing from SQL Server ......... 25
Making a Project
Basic Steps ............................... 18
Moving to SQL Server ................. 30
Opening an Exising Project ......... 23
Renaming a Project ...................... 21
Restoring ...................................... 29
Setting the Working Folder .......... 22
Updating Project Shortcuts .......... 24
Page 73

Index
Viewing Project Information ....... 23

Resetting All Members of a Project 38
Restoring Projects ........................... 29
Right-click Menus ........................... 11
Attributes Right-click Menu........ 16
Design Right-click Menu ............ 11
Project Explorer Right-click Menu
................................................. 14
Project Lines Right-click Menu .. 16
Users Right-click Menu .............. 17
Page 74
Setting all Members of a Project ...... 37

Toolbars ........................................... 10
Users ................................................ 34
Changing the Password ................ 35
Creating the Users List................. 34
Deleting a User ............................ 36
Editing the Users List................... 34
Editing User Roles ....................... 36
Renaming a User .......................... 35
User Properties ............................. 37

Project Manager User Guide

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Project Manager User

Copyright 2015, PROCAD Software

AutoCAD is a registered trademark of Autodesk, Inc.

Other products mentioned are trademarks of their respective companies.

PROCAD 3DSMART Project Manager User Guide

Dialog Boxes ................................................................................................... 47

Project Window ............................................................................................. 68

PROCAD 3DSMART Project Manager User Guide

Attributes Tab ........................................................................................................ 68

PROCAD 3DSMART Project Manager User Guide

About the Project Manager

Create a project directory structure

Project Manager controls access to existing designs and project directories.

User Power Spec

PROCAD 3DSMART Project Manager User Guide

PROCAD 3DSMART Project Manager User Guide

Making a Project: Basic Steps

Project Working Folder

PROCAD 3DSMART Project Manager User Guide

Project Manager Application Main Window

PROCAD 3DSMART Project Manager User Guide

Exit Project Manager.

Toggle the Status bar on and off.

Toggle the Projects toolbar on and off.

Toggle the Navigator toolbar on and off.

Update information in the Project window.

Toggle the display of the Project IDs to the right of the

PROCAD 3DSMART Project Manager User Guide

Open the project or subproject selected in the Explorer pane.

Open the Create Project Wizard and create a new subproject.

PROCAD 3DSMART Project Manager User Guide

Mark a project as "unavailable" remove it from the directory tree,

Mark a project as "available" and make it visible in the directory

Opens a submenu to allow you to manipulate the location of the

Export to External File: export the selected main project to

Export to SQL Server: export a copy of the selected main

Import from External File: import a previously exported

Import from SQL Server: import a copy of a main project

Archive Project: remove the selected main project from the

Restore Project: create a project based on the information

Move Project to SQL Server: move the selected main

Copy Project: make a copy of the selected main project

PROCAD 3DSMART Project Manager User Guide

Opens a submenu to allow you to choose which projects you want to

Deleted: view projects that have been marked unavailable

Suspect: Views the projects that are damaged, missing, or

All: View all projects in the database.

Refresh: Updates the information on the screen.

Updates the information on the screen from the database.

PROCAD 3DSMART Project Manager User Guide

Opens the BOM Settings Manager application.

View SQL Error

Activate or deactivate the ISOGEN module that synchronizes the

Exports the selected main project to an external file that may be

Exports the selected main project to an external file that may be

Creates a project based on the information stored in a previously

Moves the selected main project to a second SQL server database.

Makes a copy of the selected main project within the same

When more than one project is opened in the child window,

When more than one project is opened in the child window,

PROCAD 3DSMART Project Manager User Guide

viewed at once as full windows with the scroll bars

If checked, the project is currently being viewed in the child

Open the Project Manager Help file to the Contents tab.