Adding a New Catalogue Item

To add a new Installation Detail Item to the catalogue, with the Installation Detail Item Catalogue grid open, click New on the Home tab.

The Installation Detail Item Detail window is then displayed:

• Category can be any text value, for example 'Ball Valve' or 'Male Elbow' etc. The category field is automatically filled with all the unique categories already defined in the catalog. Additional categories may be created by entering them. They will then be added to this list.

• User Code is the code that will appear on the Installation Detail Drawing. This is a simplified code that for example could be a three digit number, so that all 1/2" Unions would be a 101 etc.

• User Catalogue No is an optional field used to enable materials management systems to track the component. For example a SAP code. MESC number etc.

• Contingency allows the project Bill of Materials report to be increased by a specific number of items to allow for spares or runover. This is ideal for tube and/or unions where it may be appropriate to allow some additional quantity to ensure the site has some extra items.

  Enter an exact number (e.g 2 or 10 etc.) or a percentage by entering a number and the percentage character '%' (e.g 2% or 5% etc.).

• Check the Allow use on Project checkbox to allow the item to be selected and used on the project. If the checkbox is not checked, the item will not be listed in the Find a Component window, used to add items to Installation Detail Templates (refer to Assign Installation Detail Items).

Details

• Description is the detailed description of the item that will be seen on Installation Detail drawings.

• Manufacturer and Catalogue No are the manufacturer and model number details used to purchase the item.

• Size and Material are more information to describe the item.

• Unit is the unit of measure (for example, each, metre, ft etc.).

Import from Excel

Hookup items can also be imported from Excel.

Refer to the Common Functionality User Guide for further information.

Import from another Project

Items can also be imported from another project. This works the same way as the facility for importing Installation Detail Templates from another project. Refer to Import Installation Detail Catalogue for details.