Opening a project

BlueCielo Meridian Enterprise 2017 User's Guide

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Opening a project

You must manipulate the project files in Meridian before you can open the project in AutoCAD. How much you need to manipulate the files depends on the task that you want to perform with the files as described in the following table.

Project file management tasks
Task	Description
View project files	Prepare the project files by downloading them to your local workspace and synchronizing the paths in the files with their new locations.
Edit project files	Prepare the files as in the preceding task plus route the project files in a workflow so that your changes can be saved and synchronized with the vault.

Each of these tasks is described in the following procedures.

To prepare project files to be opened for viewing:

In AutoCAD P&ID with the project file closed, in the BlueCielo ribbon, select Prepare Project. The AutoCAD Open dialog box appears.
Click the vault button in the toolbar. The Meridian Enterprise Application Integration window appears, as described in About Application Integration.
Navigate the vault, select the project file, and click Open. The project files are downloaded to your local workspace and the paths in the files are updated to their new locations.

To prepare project files to be edited:

Prepare the files to be opened as in the preceding procedure.
In the BlueCielo ribbon, select Route All. If the project files are not currently checked out to you (in a writable state), you are prompted to confirm that you want to start the workflow.
Click Yes. The project files in the vault are checked out to you for editing and routed to the first writable state in their respective workflows.
If the project files were not initially in a writable workflow state, reopen the project in AutoCAD to make the properties editable.

Note

The first writable state of each workflow might not be the first available state in the workflow. Beginning the workflow at that state might violate your organization’s business process. If so, route the files using the workflow transitions in the PowerUser instead, which do not skip any states.
After you are finished editing a drawing, use the Save & Release command in the Document group of the BlueCielo ribbon as described in Saving and releasing drawings.

The type of workflow that is initiated for the project files depends on the configuration of their document types and your security privileges. The files might be routed in a Quick Change, a document type workflow, or a workflow definition. Consult with a system administrator about the configuration of your system.

Related concepts

Working with AutoCAD P&ID and AutoCAD Plant 3D

Related tasks

Viewing references

Synchronizing sheet set data

Uploading a project