Listings

On the Documents tab, the Listings group contains tools for generating listings.

Listing

You can generate a list of components, materials, or pipeline materials from the 3D model.

Prerequisites

  • The project administrator has created ICGDs that define the information to include in listings, and Excel Template or Format Control files define their appearance.

Do the following:

  1. Select Documents tab > Listings group > Listing and then the type of listing to generate:

    • Components – Select this to generate a list of objects and their location information. Typically, this is used for equipment lists.

    • Materials – Select this to generate a material list that does not include location information.

    • Materials of a pipeline – Select this to generate a material list for a single pipeline.

  2. The Listing dialog shows the last generated listing, or a blank report if nothing has been generated previously. Click Generate.

  3. In the Give name for new report dialog, enter the following information:

    1. Report name – Enter a name for the listing to be generated.

      • If you select a previously generated listing, the new listing will overwrite the existing file.

      • If you leave the field blank, the listing will use the name "tmplst".

    2. ICGD – Select the ICGD to use. (The list is not available if there are no applicable ICGDs in the project.)

    3. Click OK.

  4. You are prompted to define what to include in the listing.

    • If creating a listing for components or materials, the Listing dialog is temporarily hidden and you can select the components to be listed from the model.
    • If creating a material listing for a pipeline, the Select Pipeline dialog opens for selecting the required System and Pipeline. Click OK to accept.

    The material file (<report name>.m) is created/updated, and you are prompted to define header information.

  5. In the Edit Fields of Sheet dialog, enter the information to display for each header field in the report.

    When there are no more fields to define, clicking OK or Next creates the header file (<report name>.h), generates and saves the report (using the file name extension and the printer spool path name defined in the ICGD), and the report is shown in the Listing dialog.

    Note: The listing files, together with their header and material files, can be found from <project>.pms/<user>.wsp/<area>.pm/docu.

  6. To print the current listing, click Print.

  7. To browse the objects included in the current listing, click Browse Set. A separate view opens showing the objects in the set. Press Esc to return to the Listing dialog.

  8. To stop generating listings, click Close.

Compare Listings

You can create a material listing that shows the differences between two material listings.

Prerequisites

  • Existing material listings created using the same ICGD.

  • The project contains an ICGD that defines the information to include in the comparison listing.

Do the following:

  1. Select Documents tab > Listings group > Compare Listings.

  2. In the Select first listing dialog, click the first listing to compare.

  3. In the Select second listing dialog, click the second listing to compare.

  4. In the Give name for new report dialog, enter the report name, select the ICGD for the report, and click OK.

    The comparison is saved in <project>.pms/<user>.wsp/<area>.pm/docu.

  5. If the comparison listing is text-based, you can open it with the Listing tool.