Technical Notes: OpenPLANT P&ID SelectSeries 3

How do I modify DGN Reports in OpenPLANT P&ID?

This document will outline how to modify “DGN” Reports that are inserted into the P&ID drawing.
These reports are selected from the OpenPLANT P&ID - Utilities > Reports menu and are inserted into
the drawing by the user. We will now outline how to customize the PipeLine List Report as shown
below:

In this document we will add the field “Inside Diameter” to the report. So to edit the report we will
need to edit the Report Header as well as the Report Detail. The Report Header will just be text
describing the information found below. The Report Detail will be a token to pull information into the
report from the database for that particular field. Both are cells in the BOM.Cel Library. So in this
instance we need to figure out the following:

A. What fields are to be added to report and what are their database field names?
B. What report to modify?
C. What cell in the BOM.CEL library the Report Header is contained in?
D. What cell in the BOM.CEL library contains the Report Detail token?

What fields are to be added to report and what are their database field names?

Since we have already decided we are reporting the Inside Diameter we need to decide what field name
it resides in to build our token for it. To get this
1. Select then Right Click on the component – in this document were selecting the Process Line.
2. Select Annotate.
3. Note the Property name for token creation later. In this instance it is INSIDE_DIAMETER as
shown below:
 Technical Notes: OpenPLANT P&ID SelectSeries 3

What Report to Modify?

Utilities > Reports…

Select the new values to appear in the Report Query.

1. Right-Click and select Edit as shown below:

2. We need to add the new reporting field to the query that supports the report as shown below:
 Technical Notes: OpenPLANT P&ID SelectSeries 3

3. Select the Ellipsis in the Report Info > Query line.

4. This opens the “Search” dialog. Select the “including these properties” section in the bottom of
the screen as shown below:

5. Check the field you wish to add to be made available to the report. We will select “Inside
Diameter” as shown below:
 Technical Notes: OpenPLANT P&ID SelectSeries 3

6. Select OK.
We now need to know what cell in the BOM.CEL library to modify. To get this information
we will Edit the Reports properties and get the value for the following:

Detail Cell – Where the data will appear in the report.

Header Cell – The header of the report.

7. In the Report Template Info Select DGN Templates.

8. In the DGN Templates select Pipeline DGN Template.
9. Select Edit.
10. Note the values for “Header Cell” and “Detail Cell” we will next open the BOM.cel library and
modify these.
 Technical Notes: OpenPLANT P&ID SelectSeries 3

We next will modify the Header – Pipeline Sub Header and Detail Cell – Pipeline Row in the BOM.cel
library.

Modify the BOM.cel Library:

1. In OPPID select File > Open.

2. Browse to the ..\PROJECTS\oppPOWERPID_NAME\DATASET\CELL folder as shown below:

3. Select the Bom.cel file and select Open as shown below:

 Technical Notes: OpenPLANT P&ID SelectSeries 3

4. Now the correct Model will have to be opened. Select File > Models.
5. Double-Click the Pipeline Row Model as shown below:
 Technical Notes: OpenPLANT P&ID SelectSeries 3

6. This opens the Row Detail Model we need to create the new token for.
7. Stretch the Reports Dividing row line and horizontal line so that it includes the new row.
8. Copy a working token and rename it to your new token to be used. In this instance we will give
it a token name: %INSIDE_DIAMETER
Note: The % is very important. It signifies any text after it will be recognized as a token.
Report Header:
1. In the Model window select and double click the Pipeline Sub Header.
2. As above copy a pre-existing Header. Rename to best describe the new field added as the token.
Move the separation lines to make it match the PipeLine Row section.
3. Save and Exit.
4. Open OPPID with a new or pre-existing drawing and test.