The pre-planning and the detail planning based on it are created using the following steps:
- Configuring: This includes the creation and customization of segment definitions and user-defined properties. It also makes sense to create suitable macros with placeholder objects and value sets that, in the next step, you store at segments in the pre-planning and then place in the detail planning.
- Creating the pre-planning: To do so, in the pre-planning navigator, create structure segments and planning objects, then arrange them in a tree structure. Enter data for the individual segments; store macros, parts, templates, etc. at the planning objects. In addition you have the possibility to import lists with pre-planning data that were created in external applications (command path: Tab Pre-planning > Command group General > Import).
- Creating the detailed planning: To do so, place macros or functions from the pre-planning navigator on the schematic pages. Using the Pre-planning finished property, you can specify at a structure segment or planning object that this is finished and ready for the detail planning.
- Generate report: You can generate reports before and after creating the detail planning. Before you start with the detail planning, you can use the report types "Pre-planning: Structure segment overview", "Pre-planning: Structure segment plan", "Pre-planning: Planning object overview", and "Pre-planning: Planning object plan" to get an overview of the segments used. In addition, you can use part-specific reports ("Parts list", "Summarized parts list") to generate data sheets or order material.
- Check: You can conduct error checking before and after creating the detail planning. This includes specific project checks to check segments, segment definitions, and user-defined properties, while other project checks check references from the pre-planning to the detail planning. You can also define your own error checking for the pre-planning depth.
The segments with errors are identified in the pre-planning navigator with a red exclamation mark. In order to have only the segments with errors displayed in this navigator use the Messages in message management property as a filter criterion.
See also
Dialog Configure properties (user-defined properties)
Dialog Configure segment definitions
Creating and Editing Structure Segments
Creating Planning Objects, PCT Loops, PCT Loop Functions, Containers and Connection Planning Objects
Dialog Import pre-planning data - <Project name>
Placing Function Templates and PLC Addresses of Planning Objects