SmartPlant User Guide Fluor Daniel

SMARTPLANT REVIEW USER GUIDE

Lawrence Arnold

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SmartPlant Review User Guide

Introduction
The following report is a basic guide to the use of SmartPlant Review correctly. This does not cover all of
the packages contained or ones that are available from Intergraph.

Overview
SmartPlant review is a three dimensional viewing tool that is used to aid and assist designs that are
produced in Microstation.
The features of this tool are very similar to its predecessor Design Review but are far more advanced and
have a more user-friendly structure. The layout of the package is different to earlier versions that used a
single main menu, the new one uses drop down menus from the top toolbar. From here a user-defined
layout can be obtained making it easier to personalize and manipulate the arrangement to the users own
definition.
See 1.1 below for example of layout.

1.1 – User Interface setup. Everything can be moved to suit user requirements.

As in the original the 3-pane layout is available but can be removed or manipulated.

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Contents

1. Starting Session

2. View Manipulation

a. View cone/Window
i. Movement
ii. Near/far clipping plane edit
b. Coordinates Window
c. Steps

3. Tools Overview

a. Common
b. Motion
c. Position Control
d. Tools

4. Tools In-depth
a. Common
b. Motion
c. Position Control
d. Tools
5. Saving Work

a. Snapshot
b. Print
c. Save and recall views

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1. Opening Session

The location of this software is local to the workstation rather than on the server so it is quite easy to find
and quick to load from the drive. See 1.2 for the location from the start menu.

1.2 – SmartPlant Review location.

As with a majority of software the left-hand mouse button selects the desired object/tool, and the right-hand
button deselects the command or object.
Throughout this guide all of the commands should use the left-hand button unless otherwise stated.

After clicking on this application a blank window will appear similar to diagram 1.1. However one of the
buttons will be activated, as there will be no session open.
To open a session as in many other programs click on ‘File’ in the top left corner and the ‘Open’ button.

1.3 – Opening Review Session.

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When the ‘Select File’ window appears select the file location desired and click ‘Open’.

1.4 – Open Window

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2. View Manipulation

2.1 – View Cone examples

Above left is an example of how the view cone looks in SmartPlant review. The cone is used to adjust what
you can see in the main review window. The stickman on the right shows how the view cone works.
The point of the view is where you are standing in the model, and the rest of the cone shows how far you
are viewing. The large box at the end of the view is called a ‘Clipping Plane’.
This plane can be adjusted to change the amount of the model you see. It can be expanded or shortened
from the default setting to cut out any parts that you do not wish to see. This is particularly useful in a built
up model with lots of components in it as sometimes it can be rather messy to look at and difficult to define
the desired object.

2.2 – Clipping Planes

In the example above there are now two boxes in the view cone. The smallest one is called the near field-
clipping plane, and the larger one is the far field-clipping plane. By using both of these it is a lot easier to
cut out the objects in the model that you do not wish to see.
The only way to edit the clipping planes is to use either 3 or 4-pane layout mode. This way the two
windows on the right of the screen show the cone, and it is easier to manipulate the cone to the desired
size/location.

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a.i. Movement

There are many ways of moving the cone around the model but the easiest is to drag and drop it in the
window. To do this click the left mouse button in one of the windows (depending on whether you want to
change elevation or location) on the right-hand side of the screen. Hold down the button and the cone will
snap to the end of the mouse pointer and you can move it to a different location. When you let go of the
mouse button the cone will stay at the point.

a.ii. Near/far clipping plane edit

These are edited in the same window/s as moving the cone. To change the far clipping plane (the distance
you want to view), click the left-hand button once in the desired window. The main point of the cone will
stay in the same location but the far clipping plane will be stuck to the mouse cursor. Move it to the desired
location and click the left button again to place it. If you have clicked the mouse button by accident and do
not wish to move the clipping plane click the right-hand button twice when the plane is stuck to the cursor.
This cancels the command and leaves the planes as they were. To edit the near plane click the left button
once which selects the far plane, and then click the right button once. This leaves the far plane in its
previous location and selects the near plane. To place the near plane, move it to the location desired and
click the left button to put it down.

2.3 – Cut-through example

Above is an example of the effects that can be achieved by using the near and far clipping planes. It has cut
away the corner to give a view of the inside. Without clipping planes it would be impossible to see inside at
this particular angle.

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b. Coordinates Window

2.4 – Co-ordinates Window

Above is a snapshot of the co-ordinates window for SmartPlant. This is a way of moving around the model
more precisely than using the mouse. This is use to specify particular co-ordinates of a location and change
the direction/elevation of the cone.
This menu is located under the ‘View’ button which is along side ‘file’ etc. and under ‘toolbars’ inside
there. The menu is called ‘Position Control’. To shortcut straight to this menu press ‘ALT+1’.
Once the window has appeared it can be placed either in a convenient position or added to the window by
dragging it to the side using the left-hand button of the mouse.
On the right hand of the menu id the co-ordinates of the view cone. The format that the co-ordinates are
written in are MU: SU: PU (Master, Sub and positional units). The master units are meters, the sub units
are millimeters, and the positional units are thousands of a millimeter e.g. 66:912:0 is 66metres and
912millimeters.
On the left hand side is the bearing and elevation of the cone. These are used to adjust the direction the
cone is pointing in. The bearing adjusts the direction and the elevation adjusts the vertical angle from the
eye point.
To adjust these, hold down the left hand mouse button on the dial and move it to where it is required. The
elevation is the same.

c. Steps

There is a useful feature in this software that allows you to move set increments one at a time i.e. walking.
(For location of menu please see Tools – Motion)
The default settings allow you to move 5 meters per second in 1-meter intervals. To edit this amount see
Tools In-depth – Motion Settings.
There are 3buttons on the motion toolbar to use this function but the are not easy to use as there is no
left/right control. The other option is to use the number pad on the keyboard. The arrows under the numbers
define the direction you will go in, and the 7,9,1 and 3 keys will move in the diagonal direction.
If you press any of the buttons once, it will move in that direction one step (i.e. 1 meter).
To move continuously in a particular direction the continuous step button. This is ‘0’ on the number pad.
When pressed once it will move in the particular direction until stopped by pressing it again. To change the
direction whilst moving press the relevant direction key and it will change direction.

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3. Toolbars
The following picture contains the main toolbars that are used in the Review software.

3.1 – Main Toolbars

From left to right is a brief explanation on what each button is for.

Some of the toolbars contain the same commands as others. This is done so that the primary commands are
easily accessible and that the screen doesn’t get cluttered by having all of the pallets open at the same time.

a. Common

Single Pane Layout displays the Main View.

Three Pane Layout displays the Main View, Plan View, and Elevation View.

Four Pane Layout displays the Main View, Plan View, Elevation View, and Text View.

Motion Settings displays the Edit Motion Settings dialog box, which allows you to edit motion settings.

Auto-Highlight displays object label data in the Text Window.

Forward/Back, Left/Right moves the depth of the viewpoint forward or back by moving the cursor up or
down and left or right by moving the cursor left or right.

Pan moves the viewpoint of the model up, down, left or right without changing the viewpoint depth.

Rotate moves the display set in incremental steps.

Lateral moves through the model laterally.

Horizontal Encircle places a horizontal track around the sphere. The eye point encircles the model on this
track.

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View Dependent Motion displays the object (or display set) movement in relation to the direction in which
you are looking.

Level View Dependent Motion displays the object (or display set) movement in relation to the direction
and angle indicated by the elevation and bearing.

Fit View to Model fits the model in the active view.

Fit View to Volume zooms on the selected volume.

Center View centers the model on a defined point in a specified view.

Zoom In (by2.0) zooms into the model by a factor of 2.0 times the distance from the current eye and center
points.

Zoom Out (by 2.0) zooms out of the model by a factor of 2.0 times the distance from the current eye and
center points.

View Settings displays the View Settings dialog box, which allows you to edit the view display options.

Save and Recall Views displays the Save and Recall Views dialog box, which allows you to save any
display in the view window which you may want to recall later. It also allows you to recall existing views.

Snapshot View displays the Snapshot View dialog box to create an image file (or snapshot file) of any
size by taking a snapshot of the current Main view or screen. To use this functionality, you must install one
of the following modules: Construction; API; Collaboration; Simulation and Visual Effects; or Photo-
Realism.

b. Motion

Move Eye Point allows motion commands to effect the graphic views.

Move Display Set allows motion command to effect display sets.

Motion Settings defines the time for screen updates, the shading mode, the keyboard motion, the clipping
planes, and allows you to set up the joystick.

Auto-Highlight displays object label data in the Text Window.

Forward/Back, Left/Right moves the depth of the viewpoint forward or back by moving the cursor up or
down and left or right by moving the cursor left or right.

Pan moves the viewpoint of the model up, down, left or right without changing the viewpoint depth.

Rotate moves the display set in incremental steps.

View Cube displays the model in 3D.

Lateral moves through the model laterally.

Horizontal Encircle places a horizontal track around the sphere. The eye point encircles the model on this
track.

Vertical Encircle places a vertical track around the sphere. The eye point encircles the model on this track.

Surface Encircle places a track on the surface of the sphere, like a sectional cut.

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View Dependent Motion displays the object (or display set) movement in relation to the direction in which
you are looking.

Level View Dependent Motion displays the object (or display set) movement in relation to the direction
and angle indicated by the elevation and bearing.

Plant North Motion moves the object (or display set) in relation to the plant north.

Continuous Step moves the eye point or display set through the model at a constant rate and in a constant
direction, using the keypad to steer.

Step moves the eye point or display set through the model one step at a time in a constant direction, using
the keypad to steer.

Toggle Step Direction switches step direction from forward/clockwise to backward/counter-clockwise.

Display Key Frames displays the Display Key Frames dialog box to set movie definition items.

Play Key Frames plays the current key frame animation from its current starting frame or from its current
paused frame.

Pause Key Frames pauses the current playing key frame animation and/or resumes the current paused key
frame motion animation.

Stop Key Frames stops the current playing or paused key frame motion animation.

c. Position Control

The Position Control toolbar dynamically displays the location of the View Cone eye point and center
point and the bearing and elevation settings for movement.

View tab -- Displays the bearing and elevation information for the View Dependent and View Dependent
Level Directional Modes. The View Bearing Pointer displays the current bearing direction of the View
Cone. The View Elevation Pointer displays the current elevation direction of the View Cone. You can
change the direction of the View Bearing Pointer or the View Elevation Pointer by dragging the left mouse
button in either the Bearing or the Elevation compass or by typing new bearing and elevation values.

Motion tab -- Displays the bearing and elevation information for the View Independent Direction Mode.
The View Independent Bearing Pointer displays the forward direction in regards to bearing. The View
Independent Elevation Pointer displays the forward direction in regards to elevation. Moving forward using
View Independent mode moves you in the direction defined by these two pointers. You use the cursor
directional keys (up, down, left, and right arrow keys) or the right mouse button to define the direction of
the pointers. You can also type new bearing and elevation values.

Many of these tools are not applicable or needed for general use of this application and in the following
sections I will explain in further depth the commands necessary for this tool.

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d. Tools

Find Object objects that match criteria you specify.

Edit Display Set allows you to edit the description, name, ID, and material for the display set definition.

Assign Materials To Elements assigns material properties to model elements and sets various rendering
parameters.

Level Settings selects the categories (or levels) you want to display for one or more design files.

Snaplock Measurement measures the distance between two points.

Display Order defines the order in which the elements in the model display each time the Main view
updates.

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4. Tools In-depth
a. Common

4.1 – Common Toolbar

The first three buttons on this menu are single, three and four-pane layout.

The Single pane layout button displays the main view only. This is useful if a larger viewing area is needed
to take snapshots etc, but is impractical when maneuvering around the model is needed.

The Three-pane layout displays the main, plan and elevation views. This still gives a large viewing area
but also includes the plan and elevation, which makes it easier to maneuver the view cone.

The Four-pane layout button introduces the text window as well. This is used to view the attributes of a
specific picked object or the command that the program is executing at that time.

The next button is the Motion setting window. This application can be setup to move at set increments as
to simulate walking. This menu is used to adjust all of the motion settings.

4.2 – Motion Settings

The only tab that needs to be used in this menu is the Rates tab. In here you can define the movement
distance and angle. You can also define the amount of moves to be done per second.
As before in the position control the units for the distances are set in MU: SU: PU. This effects the amount
the cone moves when using the direction buttons (see below) and the stepping command. The larger the
number, the larger the distance that the cone will move in the desired direction. Also the rotate in degrees

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box effects the direction buttons. When rotating the cone around the model the larger the number the larger
the angle that the cone can move at any one time.
The amount of moves per second is how many times the cone can move in one second. The larger the
number the more the cone can move.
So for a slow moving step/direction a small amount should be used and a small number of moves per
second.

The next button is the Auto-Highlight button.

This when clicked on brings up a cursor (the arrow for the mouse) with a small ‘I’ next to it. The ‘I’ is for
information. When you select an object in the model (providing that you are in four-pane mode) the
information about this object is displayed in the text bar at the bottom of the page. All of the information is
included such as name, number, size, material class etc.

The sixth button on the toolbar is the Forward/back/left/right button. This button once selected allows
you to use the mouse to move around the model freely. Click on the main window in the centre (it doesn’t
actually matter where) and move the mouse forward for forward, back for back, left for pivot left, and right
for pivot right. Also combinations of movement can be used i.e. back and left pivots and moves at the same
time thus moving diagonally.

The next button is the same except that it allows you to move up and down, and move rather than pivot left
and right. It is called Pan. The command is executed in the same manner as the previous one.

The next button again is a mouse movement one but it pivots in all directions. It is called Rotate. This
command is executed in the same way.

All three of the movement buttons have a shortcut for them. For forward/back etc hold down ctrl and click
the mouse button in the main window, for pan use shift and mouse, and for rotate use alt and the mouse.

The next button on this toolbar that is applicable is the thirteenth on called ‘Fit View to Model’. This when
selected zooms the model so that it all fits in the main view. This is useful if you need to quickly move to
another part of the model etc.

The next two buttons of use are the Zoom In/Out buttons. Clicking one of these (depending on which
window is active) will zoom the view in or out by 2x. This is a good way to quickly get to the desired area
but not particularly useful when small moves need to be made to create an accurate display.

Save And Recall Views is the next button.

4.3 – Save and recall view menu

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This command is very useful as views can be setup, saved, and retrieved at a later date. To add views to the
menu first setup the view in the main window. This is what will be saved into the table. Rename the View
group located at the top by clicking on ‘Rename’, typing the desired name and click ‘Ok’.
Many different groups can be made, and each group can have many saved views in it.
To add a view click on ‘Add Current View’. A new menu comes up where a name and description can be
added for the view. Once these have been specified click ok.
To recall a view open the menu (click on save and recall views), select the group, then the view and click
on Recall View on the lower right hand side.

Snapshot View is the final button on this toolbar.

This tool is used to take a screenshot of the main view and save it out as a picture file (bmp, jpeg, GIF etc).

4.4 – Snapshot Menu

Above is the window that appears when the snapshot icon is selected. It is all set to good defaults when you
open it, but depending on the output you want they may have to be changed. On the top right of the menu is
a bar called ‘Anti-alias’. The larger the number (Only use 3 as a maximum) the more detail that is drawn
from the model to make the snapshot.
The next part down is called the dimensions. The only part to worry about is the Scale. A scale or 1 will
produce a shot that is exactly the same size as the window you are viewing it in. If the snapshot needs to be
bigger (i.e. an A1 print) then the scale needs to be set higher to prevent the image from loosing quality.
One thing to remember is that the larger the scale and Anti-alias, the larger the file and the larger the time
needed to take the shot.
The next part is the output. Here click on browse and specify the location in the ‘Save As’ window where
the file is to be stored. Also in the save as window the type of file output is changeable. Usually it is best to
save the shot as a jpeg unless otherwise stated by whomever wants the shot. JPEG’s are small files
therefore they do not take up too much space on the drive.

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b. Motion

This toolbar has many of the same commands as the Common toolbar. The only tools on this bar that are
needed are the encirclement and stepping ones.

Button 10 is the ‘Horizontal Encircle’ command. This is used to rotate around a single point/object in the
model. This is useful for viewing the space around an object and what is in it, or weather the object is in the
way of something else.

4.5 – Encirclement mode.

The above example shows how the view cone changes to adapt the new function. A circle is placed around
the cone with a cross in the middle. The cross is the desired point and the circle is the distance away from
the point. The eyepoint of the cone rotates around the circumference of the circle enabling easy viewing of
the whole object.

To use encirclement mode click on the ‘Horizontal Encircle’ button. This enables the mode of movement.
Then go to the view menu, then place, then click on ‘Centre Point Only’. It will prompt you for a centre
point. Double click on the point required and accept by clicking again. Now to move around the circle
either click inside it in the elevation view, or use the 1 & 3 buttons on the numerical pad of your keyboard.

If a different mode of encirclement is required such as vertical or surface encirclement click on the button
and follow the commands above.

With vertical and surface encirclement modes another circle is added so that a more defined view can be
obtained.

The size of the circle can be changed by clicking on view, toolbars, and then ‘Encircle Radius’. This
brings up a slide bar, which can be moved higher or lower to change the size of the circle. If the size is
changed it will either take you closer or further away from the selected centre point.

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Button 17 is ‘Continuous’ stepping. Once the motion settings have been set (refer to example 4.2) this
button once selected will move the view cone continuously in the direction set. To stop the command click
the button again.

The next button is ‘Step’. This when selected as above the view cone moves in the set direction. However
it only takes one step as opposed to continuously stepping.

The third button in this section is ‘Toggle Step Direction’. This changes the movement direction to exactly
the opposite.

For more information on the stepping commands refer to section 2.c. ‘Steps’.

c. Position Control

This item is fully explained in section 2.b. ‘Coordinates Window’.

d. Tools

The first tool on this toolbar is called ‘Find Object’. This is very useful in congested or unfamiliar models.
It can be used to find single items, a particular colour, a level or even all the equipment with a particular
working weight.

4.6 – Find Object Window

This is the box that appears when the icon is selected. Here all the criteria for the search are entered to find
the desired object.

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To add a search criteria click on the ‘Insert’ button. This will then bring up 2 options. They are ‘Find’ and
‘Find all but’. Generally ‘Find’ is the most common. Click on ‘Find’ and another box will open asking
what you want to find. Click on the desired one. Depending on which you click will bring up a
corresponding table to choose from.

4.7 – Find Object Example

Above is an example of a simple search criteria. It can be however made to be very complex to find a
single valve out of thousands.

Snaplock Measurement is the next button that is useful on this toolbar. This tool is used to take
measurements between two different objects. To do this you make a snap point on an object, click on the
measurement button again and select the next object you wish to measure to.
Click on the ‘Snaplock Measurement’ icon. In the bottom left corner it will ask you to select an object.
Click the Left mouse button on the object. The outline of the object will be highlighted. If it is the correct
object click the left mouse button again to select it.

4.8 – First Measurement point

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Above is an example of what it will look like. There are green dots around particular points of the object.
The red one id the one that will be set as the measure point. To change this click the right mouse button to
scroll around the points. When the correct point is red click the left mouse button to accept the
measurement point. When it has been accepted the outline will disappear and the selected point will show
up blue.

To measure from this point to another click on the ‘Snaplock Measurement’ button again. Select as above
the next object. Once the point has been selected and accepted by clicking the left-hand mouse button the
new point will go blue and a line between the points will appear.

4.9 – Measurement visual result

The picture above gives an example of the measurement result. However the distance given is a linear
distance and you may need more information. If the view layout is in 4 pane mode (see 4a.) then more
information is given. See picture below for example.

4.10 – Measurement numerical result

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