BlueCielo TeamWork 2012 User's Guide | BlueCielo ECM Solutions

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Opening a project

After you have imported an AutoCAD P&ID project into TeamWork (we recommend using the Assembly Import Tool) you must manipulate the project files in TeamWork before you can open the project in AutoCAD P&ID. 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:

  1. In AutoCAD P&ID with the project file closed, on the BlueCielo P&ID menu select Prepare P&ID project for opening or in the BlueCielo panel of the ribbon in AutoCAD select Prepare Project. The AutoCAD P&ID Open dialog box appears.
  2. Click the vault button in the toolbar. The TeamWork Application Integration window appears, as described in About Application Integration.
  3. 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.
  4. Open the project file in AutoCAD P&ID.

To prepare project files to be edited:

  1. Prepare the files to be opened as in the preceding procedure.
  2. On the BlueCielo P&ID menu select Route all P&ID project files to a writable state or in the BlueCielo page of the ribbon in AutoCAD 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.
  3. 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.
  4. If the project files were not initially in a writable workflow state, reopen the project in AutoCAD P&ID 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 TeamWork instead, which do not skip any states.

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

Related tasks

Viewing references

Synchronizing sheet set data

Uploading a project


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