AVEVA™ Engineering 15.7 User
Overview and Introduction
TG43155-ENU1-C00
AVEVA™ Engineering 15.7 User – Overview and Introduction
TG43155-ENU1-C00
This page is intentionally left blank.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 2 of 54
AVEVA™ Engineering 15.7 User – Overview and Introduction
TG43155-ENU1-C00
Revision Log
DATE
REVISION
DESCRIPTION OF REVISION
AUTHOR
REVIEWED
APPROVED
31/10/22
1.0
Issued for Training
SB
AP
GC
11/11/22
1.1
Minor fixes
AP
AP
GC
Template version: V5.1.5
Updates
Change highlighting will be employed for all revisions. Where new or changed information is presented,
section headings will be highlighted in Yellow.
Suggestion / Problems
If you have a suggestion about this manual or the system to which it refers please report it to AVEVA Training
& Product Support at CSE@aveva.com
This manual provides documentation relating to products to which you may not have access or which may not
be licensed to you. For further information on which products are licensed to you please refer to your licence
conditions.
Visit our website at https://www.aveva.com
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 3 of 54
AVEVA™ Engineering 15.7 User – Overview and Introduction
TG43155-ENU1-C00
Disclaimer
1.1
AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free
from viruses.
1.2
AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar
losses; loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data
or information; any special, indirect, consequential or pure economic loss, costs, damages, charges or
expenses which may be suffered by the user, including any loss suffered by the user resulting from
the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of whether such
losses are suffered directly or indirectly, or arise in contract, tort (including negligence) or otherwise.
1.3
AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with
the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year
in which the user's claim is brought.
1.4
Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.
1.5
In the event of any conflict between the above clauses and the analogous clauses in the software
licence under which the AVEVA software was purchased, the clauses in the software licence shall take
precedence.
Copyright Notice
All intellectual property rights, including but not limited to, copyright in this Training Guide and the associated
documentation belongs to or is licensed to AVEVA Solutions Limited or its affiliates.
All rights are reserved to AVEVA Solutions Limited and its affiliates companies. The information contained in
this Training Guide and associated documentation is commercially sensitive, and shall not be adapted, copied,
reproduced, stored in a retrieval system, or transmitted in any form or medium by any means (including
photocopying or electronic means) without the prior written permission of AVEVA Solutions Limited. Where
such permission is granted, AVEVA Solutions Limited expressly requires that the Disclaimer included in this
Training Guide and this Copyright notice is prominently displayed at the beginning of every copy that is made.
Licenses issued by the Copyright Licensing Agency or any other reproduction rights organisation do not apply.
If any unauthorised acts are carried out in relation to this copyright work, a civil claim for damages may be
made and or criminal prosecution may result.
AVEVA Solutions Limited and its affiliate companies shall not be liable for any breach or infringement of a third
party's intellectual property rights arising from the use of this Training Guide and associated documentation.
Incorporates Qt Commercial, © 2011 Nokia Corporation or its subsidiaries.
@AVEVA Solutions Limited 2015
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 4 of 54
AVEVA™ Engineering 15.7 User – Overview and Introduction
TG43155-ENU1-C00
Trademark Notice
AVEVA™, AVEVA Bocad™, [AVEVA Tags], Tribon and all AVEVA product and service names are trademarks of
AVEVA Group plc or its subsidiaries.
Use of these trademarks, product and service names belonging to AVEVA Group plc or its subsidiaries is strictly
forbidden, without the prior written permission of AVEVA Group plc or AVEVA Solutions Limited. Any
unauthorised use may result in a legal claim being made against you.
All other trademarks belong to their respective owners and cannot be used without the permission of the
owner.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 5 of 54
AVEVA™ Engineering 15.7 User – Overview and Introduction
TG43155-ENU1-C00
Table of Contents
1
Introduction ...................................................................................................................................... 7
Target Audience / Course Type ................................................................................................................................. 7
Aim ........................................................................................................................................................................... 7
Objectives ................................................................................................................................................................. 7
Prerequisites............................................................................................................................................................. 7
Course Structure ....................................................................................................................................................... 7
Using this Guide ........................................................................................................................................................ 8
1. Introduction and Pre-requisites ............................................................................................................ 9
1.1
1.2
1.3
1.4
2
Overview of the AVEVA™ Engineering Application ........................................................................... 34
2.1
2.2
2.3
3
AVEVA™ Engineering Concept ......................................................................................................................34
AVEVA™ Engineering Deliverables................................................................................................................34
AVEVA™ Engineering (Engineer) Integration with AVEVA™ Products ...........................................................37
AVEVA™ Engineering Basic Workflow .............................................................................................. 39
3.1
4
Define User for Active Directory (AD) ...........................................................................................................13
Installing TMR Service for Engineering Project .............................................................................................20
Manage Subscriptions for Cross-discipline Notifications ..............................................................................27
Getting Started with AVEVA™ Engineering ...................................................................................................32
AVEVA™ Engineering – End User Workflow ..................................................................................................39
AVEVA™ Engineering User Interface - Overview ............................................................................... 41
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
4.10
4.11
AVEVA™ Engineering – Engineer Title Bar ....................................................................................................42
Project tab ....................................................................................................................................................42
Home tab .....................................................................................................................................................47
Manage tab ..................................................................................................................................................48
View tab .......................................................................................................................................................48
Project Explorer ............................................................................................................................................49
AVEVA™ NET tab ..........................................................................................................................................49
Drawings tab ................................................................................................................................................51
Quick Access toolbar ....................................................................................................................................51
Messages ......................................................................................................................................................52
Exercise – AVEVA™ Engineer User Interface – Basic Overview Example .......................................................53
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 6 of 54
CHAPTER 1
1
Introduction
This training guide is for use with AVEVA™ Engineering 15.7
Target Audience / Course Type
Target personnel – All Engineers
Aim
The aim of this training guide is to provide Engineers with the knowledge and skills necessary to create and
maintain project deliverables such as Datasheets, Line Lists, and Process Equipment Lists.
Objectives
To provide a clear understanding of the basic features of AVEVA™ Engineering from an end-user perspective,
and the features in the Engineer application. This includes:

To familiarise users with the screen layout and the workings of the user interface

To create and maintain Project Indexes

To understand the various ways in which they can be modified

To generate key project documents, such as Datasheets, Line List and Equipment List
Prerequisites
Trainees should be familiar with Microsoft Windows and Excel and the understanding of layout and use of
Engineering lists and Datasheets on a project.
If the training is run in an on-premises Customer environment the SQL infrastructure and the TMR Service
need to be deployed before the start of this training.
Course Structure
Training will consist of oral and visual presentations, demonstrations, worked examples and set exercises. Any
training data or training projects to practice the methods and complete the set exercises outlined in the
Training Guide will be provided.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 7 of 54
AVEVA™ Engineering 15.7 User
TG43155-ENU1-C00
Using this Guide
Certain text styles are used to indicate special situations throughout this document, here is a summary:

Menu pull-downs and button click actions are indicated by bold blue text

Information that needs to be entered into the software will be in bold red text

System prompts will be bold italic black text

Example files or inputs will be in the courier new font.

Products, Applications, Modules, Toolbars, Explorers and other significant software elements will be in
bold black text
Other areas in this Training Guide will be presented with italic blue text and an accompanying icon to classify
the type of additional information. Other styles include:
Additional Information
Refer to other documentation
Warning
Why
The following icons will be used to identify industry or discipline specific content:
Plant - Content specific to the Plant industry
Marine - Content specific to the Marine industry
Other icons may be used if necessary.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 8 of 54
CHAPTER 2
1. Introduction and Pre-requisites
Please find below the list of Products and Projects to be installed on your machine.
The estimated time to configure the full environment for this training is between 3 to 5 hours. The
supported OS version is Windows 10.
Licensed Products Required
AVEVA™ Engineering
AVEVA™ Administration
AVEVA™ Licensing System
AVEVA™ Shared Services
Version
15.7
1.9.7
4.1
3.7
Projects Required
ENGTRAPROJECT (available in the supporting files section)
AVEVA™ Everything3D™ - Projects 3.1
Version
1.1.0.7
3.1.0
Please make sure that all the above software's are installed on the working machines and that the user is
able to open the applications without any errors.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 9 of 54
AVEVA™ Engineering can be downloaded from the following location:
https://support.aveva.com/products/release/12202
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 10 of 54
AVEVA™ Administration can be downloaded from the following location:
https://support.aveva.com/products/release/12323
AVEVA™ Licensing System can be downloaded from the following location:
https://support.AVEVA.com/Products/SeriesDetail/1766
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 11 of 54
AVEVA™ Shared Services can be downloaded from the following location:
https://support.aveva.com/products/release/12255
Please be aware that previously to install AVEVA™ Shared Services 3.7 you must uninstall any previous
version, such as 3.5 this can be seen in the Product Release Letter below.
AVEVA™ E3D PROJECTS 3.1.0 can be downloaded from the following location:
https://support.AVEVA.com/Products/SeriesDetail/2661
ENGTRAPROJECT (ETP) is available to download in the AVEVA™ Engineering 15.7 User training under
the Additional Files section on the right-hand side of the course.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 12 of 54
1.1
Define User for Active Directory (AD)

Open the AVEVA™ Administration 1.9.7 application and Search for ETP project

Enter the following details for login to project:
User: SYSTEM
Password: XXXXXX

Click the Admin tile
Active Directory allows an administrator to allocate a user’s Windows login credentials to an AVEVA™
product user. This allows the users to log in to the AVEVA suite of products using their Windows Login
Credentials.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 13 of 54
To run TMR, the user assigned to the TMR team must be Active Directory Authentication to access AVEVA™
Engineering Service and AVEVA™ Shared Service.

Select Project > Active Directory (AD)… from the main menu in the Admin module

A confirmation message is displayed. Click Yes to switch on the Active Directory Authentication
When Active Directory Authentication is switched on, AD Configuration is available for selection on
the TYPE list.
The training project provided here is Active directory enabled and above steps are mentioned for
information purpose only.

Select AD Configuration from the TYPE list to display the USER list

Click the Create… button to display the Active Directory User Creation form
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 14 of 54

In the Name field enter the Windows Login username. The login username can be checked by
pressing CTRL, Alt, and Delete keys and locking the computer. In corporate organizations, it is normally
set to firstname.lastname, for example <user.name>.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 15 of 54

In this example, move all users except the SYSTEM user to the Authenticated Users list

Set the PROC.ENG [Process Engineer] as an authenticated Default User for use by AVEVA™
Engineering Service

Click the Apply button to create the user.

Click Dismiss to close the window
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 16 of 54
The Active Directory Authenticated User is created.
Active Directory Authentication is not a single login system, a User in the project (in this case, ELEC.ENG,
MECH.ENG, PROC.ENG) needs to be selected before logging into the modules.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 17 of 54
For VILT training using Amazon web services (AWS), Administrator are advised to create NT Authenticated
user using local system user as windows login user will not be available. Below mentioned step is only
required when product is installed on AWS.

Create Active directory user following above mentioned procedure.

Name: System
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 18 of 54

Add all the users Except SYSTEM user in Authenticated Users and Select PROC.ENG as Default User

Click on Apply to confirm
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 19 of 54
1.2
Installing TMR Service for Engineering Project
TMR service deployment require the SQL infrastructure to be in place and running. Please refer to the
AVEVA Engineering Administration – SQL and TMR services setup
The TMR Service Manager can be accessed from the Desktop shortcut if installed via the AVEVA™
Engineering Setup installation wizard.
•
Start > AVEVA™ > Tag Master Registry 1.0
Before Engineering Service is installed, the installation has to be configured.
•
Click Install to open the Configure Installation window
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 20 of 54
In this example, enter the following details:
 Service Name: AVEVA TMR ETP
 URL: http://INHYDL4606:7060 (User specific)
 AD groups: .msdn
 AD users: aveva\siddharth.bisen (User specific)
 Config folder: C:\TMR
 Db type: Sql server
 Sql server
o Name/Address: INHYDL4606\SQLEXPRESS (User specific)
o Admin username: sa (User specific)
o Admin password: *********** (User specific)
o Connection username: SB10 (User specific)
o Connection password: *********** (User specific)
Click Install to deploy the TMR service
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 21 of 54
Click Close to complete the installation.
Select the service and click Start to run the process.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 22 of 54

After running the process, open AVEVA™ Engineering 15.7 application and search for ETP project

Enter the following details for login to project:
User: SYSTEM
Password: XXXXXX
MDB: ENGINEER
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 23 of 54

Click the Configuration tile
In the Configuration module go to Settings from Project tab. In the TMR option put the following details and
click Apply.

URL: http://INHYDL4606:7060 (User specific)

Project Name: ETP
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 24 of 54

Navigate to Rules > Tag Management > Update Registry
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 25 of 54
The Update registry window is displayed:

Click Yes to begin the procedure

Once all the tags have been scanned and processed the following dialog will appear to reports:
The Total number of elements scanned
The Tag numbers processed
The Tag numbers not processed
The Export log buttons can be used to list all the processed and not processed Tag numbers

Click Close to close the Update registry
The ETP project data has been created before the introduction of the Counters and for this reason the Tag
numbers processed is equal to 0.

Save work and Close the Configuration module
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 26 of 54
Below information need to be consider before running synchronization process:
1.3
o
Log into Configuration module with an MDB that has access to all the Engineering (ENGI)
databases with Engineering tags during the synchronization process.
o
The Synchronization utility scans and updates all ENGITE and FUNITE element types in the
current MDB, even if they are read-only
o
Any Engineering Tags generated by Naming Rules without a Counter and/or without the
Dabacon NAME attributes may not be processed
o
Any Engineering Tag(s) without a Counter compiled, if the Naming Rule(s) associated expect
one, may not be processed
o
Any Engineering Tag(s) with associated Naming Rule(s) with a Request Counter(s) not
available may not be processed
o
Any Engineering Tag(s) without a Naming Rule may not be processed
Manage Subscriptions for Cross-discipline Notifications
Please follow the below procedure for receiving the cross-discipline notifications in the ETP project.
Open the AVEVA™ Engineering 15.7 and login to Configuration module using below details.

Project: ETP

Username: SYSTEM

Password: XXXXXX

MDB: ADMIN_FOR_PROCESS_AND_MECHANICAL
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 27 of 54

Click Subscribe button available in the Cross-discipline section of the Rules tab
To enable the Subscribe button, enter the project details in the TMR settings available in the Project tab
as shown in below image.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 28 of 54
To setup TMR refer to SQL and TMR services setup section of this training.
The Subscribe to Cross-discipline Notifications window is displayed.
Multiselect the teams available in the Discipline Teams list as shown
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 29 of 54


Click on the right arrow button to move the selected discipline teams to the Selected Teams list.
Click Subscribe
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 30 of 54

Savework and close the configuration module.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 31 of 54
1.4
Getting Started with AVEVA™ Engineering

Click Start > AVEVA™ > AVEVA™ Engineering 15.7
The trainer will provide usernames and passwords however, a typical example is shown below:
This project is Active Directory (AD) Authenticated and only Authenticated Users or Free Users can access
the project. The trainees should be authenticated by the trainer to access the project data with the
appropriate usernames/disciplines.

Project: ETP

Username: PROC.ENG

Password: N/A (AD Authenticated project)

MDB: ENGINEER (MDB for Process, Mechanical and Piping Users)
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 32 of 54
Active Directory Authentication allows an administrator to allocate a user’s Windows login credentials to
an AVEVA™ product user. This allows the users to log into the AVEVA™ suite of products using their
Windows Login Credentials.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 33 of 54
2
Overview of the AVEVA™ Engineering Application
AVEVA™ Engineering is AVEVA™’s detailed 1D and 2D design tool that is intended for use by multiple
disciplines all working together seamlessly on the same project. Its aims are to provide more efficient
engineering processes, higher quality deliverables, and an integrated design environment.
AVEVA™ Engineering provides the capability to create higher quality deliverables and management of
Engineering tag information and List data such as Line, Valve and Equipment Lists.
The application also provides the capability to:

Compare, update and link attributes with other AVEVA product databases.

View and change the lifecycle status of elements and documents.

View 3D models and schematic diagrams such as P&IDs.

Create and manage Datasheets.
2.1
AVEVA™ Engineering Concept
AVEVA™ Engineering enables multi-disciplinary teams of specialist engineers to work together in an
effective manner as they jointly develop the definition of all the key engineering items involved in plant or
marine projects. The product allows this process to take place across multi-disciplinary teams in such a way
that each discipline retains full control of its part of the information relating to any item as described below:
2.2
AVEVA™ Engineering Deliverables
A wide variety of fully formatted reports can be generated automatically from the database, including key
project documents such as:
Line lists
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 34 of 54
Ad hoc or departmental reports
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 35 of 54
Datasheets
Drawings
In addition, data from other AVEVA applications can be displayed and used. In particular:

2D drawings (P&IDs)

3D Model information

Isometrics (with process information, as shown in the image below)
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 36 of 54
2.3
AVEVA™ Engineering (Engineer) Integration with AVEVA™ Products
AVEVA™ Engineering contains Compare/Update utilities that allow AVEVA™ Engineering data to be
compared against data created in other AVEVA™ products and/or external systems. It also allows updates to
be selectively applied as, where and if required.
The Compare/Update utilities can be used to integrate data between the Design, Schematic and Engineering
databases from AVEVA™ E3D, AVEVA™ Diagrams (including Schematic Model Manager), AVEVA™ Plant and
AVEVA™ Marine; as well as data from AVEVA™ P&ID, AVEVA™ Instrumentation, AVEVA™ Electrical and
other 3rd party data sources including Excel, SQL and Oracle.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 37 of 54
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 38 of 54
3
AVEVA™ Engineering Basic Workflow
This lesson gives an overview of the AVEVA™ Engineering user interface, end-user workflow and the expected
deliverables such as line lists, equipment lists, valve lists, datasheets as well as various kinds of ad-hoc or
departmental reports.
3.1
AVEVA™ Engineering – End User Workflow
The AVEVA™ Engineering User Interface Overview: The workflow begins with an introduction to the
AVEVA™ Engineering user interface and the basic manipulation of key facilities and utilities. This will allow
the engineer to customise a range of settings.
List Records Creation and Editing: Data is viewed in a grid format. Grid records are used in key project
deliverables such as Line List and Equipment List. Records can be created and updated in the grid, either
manually or by way of external file import. Data can also be exported for reuse.
Process Cases Management: AVEVA™ Engineering provides capabilities to import and manage process case
data from simulation software.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 39 of 54
Records Management provides capabilities to view and change the project lifecycle status of an item or
element. It also provides capabilities to Compare and Update data from external sources and internal
AVEVA™ sources or applications such as AVEVA™ P&ID, AVEVA™ Diagrams, AVEVA™ E3D, AVEVA™
Instrumentation, and AVEVA™ Electrical.
Deliverables: The User can generate engineering deliverables and reports in AVEVA™ Engineering, for
example, Datasheets, Datasheet Lists, Equipment lists, Line lists and various types of ad-hoc reports.
Notice, these deliverables are based on the data created and included in the Grid views and uses pre-defined
templates. The generated reports can be previewed, exported or printed in different formats such as PDF.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 40 of 54
4
AVEVA™ Engineering User Interface - Overview
Access to all the functions of AVEVA™ Engineering - Engineer module is available through the Graphical User
Interface (GUI). A basic overview of how to access these functions are described in this lesson.
The default layout of the GUI is shown below. It comprises of:

Title bar

7 tabbed menus:
Project
Home
Manage
View
AVEVA™ Net
E&I
Drawings

Quick Access Toolbar

User Information bar

Messages button in the status bar
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 41 of 54
4.1
AVEVA™ Engineering – Engineer Title Bar
The title bar of the AVEVA™ Engineering - Engineer module displays the module name, project name and
MDB of the current session:

Module: Engineer - AVEVA™ Engineering

Project: ENGTRAPROJECT

MDB: ENGINEER
4.2
Project tab
The Project tab is used to exit the programme, switch between modules and allow the user to set
editing/viewing preferences for the AVEVA™ Engineering - Engineer module.

The User can access the Project menu, by clicking on the Project tab from the AVEVA™ Engineering Engineer main toolbar.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 42 of 54
This menu also provides access to several key functions such as Save Work and Get Work.
The Save Work option is used to save any changes to data made using the AVEVA™ Engineering - Engineer
module.
The Get Work option is used to refresh data in any opened lists with any changes that other users may have
made since the lists were opened.
The Exit option is used to exit the AVEVA™ Engineering application.
Help option
The Help option is used to access the online AVEVA™ Support pages and includes:

AVEVA™ Engineering Help page

Contact AVEVA

Check for Updates
Alternatively, the Online Help for AVEVA™ Engineering - Engineer module can be accessed by clicking on
the Help icon from AVEVA™ Engineering - Engineer toolbar.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 43 of 54
Modules
The Modules option is used to switch to the Configuration or Monitor modules.
Options
The Options form is used to view and edit user preferences for the AVEVA™ Engineering - Engineer module.

To open the Options form, select Options from the Project tab as shown below:
This menu provides access to several key functions which will be explained below:
Default presentation for Units-of-Measure: Set the default or presentation units of measure used for values
in lists, (only enabled for ADMIN users)

Save Grid Layout Changes: Users may change the layout of lists, for example, the order in which the
columns are displayed. If a message is to be displayed, asking whether such changes are to be saved,
select Ask (this is the default setting). If such changes are not going to be saved, select Yes or No
accordingly

Prompt for Session Comment during Save Work: When a Save Work is carried out, a window may
optionally be displayed in which a comment regarding the session can be entered. If this is required,
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 44 of 54
check the Prompt for Session Comment during Save Work checkbox. The Checkbox is unchecked by
default

Highlight Changes after Get Work: Enables/disables highlight changes after Get Work.

Highlight Changes after Refresh from Parent Extract: Enables highlight changes after refresh from
Parent Extract

Highlight Changes after Refresh from All Ancestors: Enables/disables highlight changes after refresh
from Ancestors
Autorenaming active on attribute change: This functionality can be switched On or Off only when Auto
Naming setting is On in the Configuration Module, specifically in the Tools group of the Rules Tab
The Autonaming functionality cannot be used simultaneously with the Tag Master Register. If the TMR
functionality is enabled in a project the Autonaming functionality must be disabled.
TMR is a naming mechanism for the maintenance and renaming of tags using AVEVA™ Engineering. Both
Autonaming and TMR functionalities cannot be used simultaneously in the same project.

Show database errors on grid: Enables/disables showing database errors on the grid

Refresh PBS Explorer on Events: Enables/disables refresh Flexible Explorer on events
The PBS (Project Breakdown Structure) is the definition of the Flexible Explorer. It allows for a
programmable call to background functions that will update the Flexible Explorer dynamically on user
actions.

Selection direction after cell edit: The direction of the next cell relative to the current

Auto Save Work every: Enables the ability to have an automatic Save Work operation on a regular and
controlled basis. There are controls for whether this feature is on or off, the duration in minutes
between each Auto Save event, as well as whether a prompt should be displayed to the Engineering
user to confirm or cancel the Auto Save

Set Unit Sets priority for grid evaluation

Automatically release claimed elements on Save Work
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 45 of 54
Drawing
The Drawing option contains all the settings related to the creation of Drawings.
For detailed explanation of these settings, please refer to the PFD Training Configuration Module training.
Languages
The Languages option has the Deliverables Language settings, which are explained in further sections of this
guide.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 46 of 54
4.3
Home tab
The Home tab provides access to several key groups.

Click on the Home tab from the AVEVA™ Engineering - Engineer main toolbar, as highlighted below,
to access the menu:

Explorer: Clicking the Explorer button displays a pull-down menu to enable the display of the Grids
Explorer, and Project hierarchy viewer

Grids: The pull-down menu enables the creation, opening and managing Grids and Grid categories

Clipboard: Contains functions to cut, copy and paste data in a Grid view

Tags: Contains functions to create new, edit, delete, Purge, Reclassify and Add Parts of multiple records
in a Grid
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 47 of 54

Cases: Provides functions to define and manage engineering Cases that can be later used in Grids,
Datasheets, and List Datasheets

Actions: Contains functions to select all records in a list, view lists in the Card View format, auto-size
columns, clear all temporary filtering from a list, set cell feedback colours, generate a report on the
data in the current list and to do external calculations related to cable sizing

Datasheets: Enables creation, opening, and managing of datasheets instances

Reporting: Provides access to Report Designer which is used to run pre-defined reports and to create
Ad hoc reports

Drawings: To create new Drawing’s instance

Model: Provides access to display 3D View window and its contextual menu

Find: Enables search operations for items such as tagged items, Headings and Data Values
4.4
Manage tab
The Manage tab provides access to the following groups:

Status Control: Contains functions to set status definitions and display a graphical representation of a
selected lifecycle

Status Actions: Contains functions to Promote, Demote, Edit, Remove, view graphical representation
and view Status History for the selected records

Import / Export: Provides functions to import/export data from/to a Microsoft Excel spreadsheet

Integration: Provides functions to Compare/Update/Link the data values from AVEVA™ Engineering
against data held in other AVEVA™ databases

Changes: Provides functions to highlight data changes between different selected database sessions
and view the Grid column/row history

Publish: Provides functions to export data to AVEVA™ NET

Extracts: Provides functions to claim and release data to other users
4.5
View tab
The View tab deals mainly with the grid display modes. It also provides functions to view Schematic
Diagrams and 3D models within the AVEVA™ Engineering application.
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 48 of 54
This menu provides access to the following groups:

View: Provides functions to open and manage associated Datasheets, view associated 3D model, open
and manage Document Packs and view the documents linked to tagged items

The Collections options allow for the ad-hoc selection of items in the grids to be grouped together
under a user-defined name

The Explorer Pull-down menu enables opening and management of the Grids and Drawing

Window Tab Group: Provides functions to display Grids in different styles

Grid Options: Provides functions to display or hide grid options such as filtering, cell feedback colours,
slash that prefixes some values in a list and column summaries. Also, if enabled by the Administrator,
an option to display logically deleted elements.

Attribute Metadata: Allows for the selection of System Administrator defined attribute categories.

Filters Datasheets: Provides functions to filter datasheet instance
4.6
Project Explorer
The Project Explorer is a configurable mechanism that can display the database in a manner that suits a
project or company’s requirements.
For example:

System-based project Explorer

Document-based project Explorer

Class-based project Explorer
4.7
AVEVA™ NET tab
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 49 of 54
The AVEVA™ NET tab provides the functionality to configure and use the Design in Context functionality to
access information available in AVEVA™ NET.
This menu provides access to the following groups:
Settings:

The Configure button is used to display the Configuration form. This form is used to define default
settings for document auto-tracking and grouping
Manage:

The Recent Documents button is used to display the Associated Documents form with the recently
accessed and displayed documents

The Collections are used to create a set of documents that can be named, saved and accessed anytime,
allowing the user to open documents quickly without having to search for them

The Favourites option allows the user to save the most commonly used documents for quick access
without the need for searching the document

The Restore button is used when returning to a session, the appearance of the document windows can
be restored to the same state as the previous session
Context:

The Browse button is used to open the Associated Documents form and search for associated
documents in AVEVA™ NET for the selected element

The AVEVA™ NET Dashboard button is used to open the AVEVA™ NET Dashboard in Internet Explorer
for the selected element
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 50 of 54
4.8
Drawings tab
The Drawings tab provides access to the following groups:

View: Provides functions to open the Drawing Explorer, which enables the creation, opening and
managing Drawings and modifying Drawings Attributes and Properties

Create: Contains functions to create a Drawing or a Sheet, Bulk Create drawings, Repeat Connectors,
Create a Quick Label, Create a Text, Create Shapes, Change a Symbol or insert an OPC on an opened
drawing

Modify: Provides functions to Copy, Paste, and Reclassify Tag Symbols, manipulates Drawing Canvas
Objects, Protect the drawing from being modified, delete a Symbol and/or the data associated with it

Tools: Provides functions to Measure a distance within the drawing or to change a Drawing Standard

Insert: Provides functions to insert Images in the drawing

Zoom: Provides functions to zoom the drawing

Revision: Provides functions to highlight changes between Revisions

Export: Provides the function to export the Drawing in different formats

Print: Provide the function to print the Drawings
4.9
Quick Access toolbar
The Quick Access toolbar provides the capability to add Tabs and Project menus for easy access. Some
commands such as Save Work, Get Work, Redo and Undo are in the toolbar by default.

Save Work: Saves any changes made to data

Get Work: Refreshes data in any opened lists with any changes that other users may have made to the
data since the lists were opened
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 51 of 54

Session Comment: Add database default session comment

Reset Cell Feedback Colours and Tooltips: To return to default colours

Undo: Undoes the last change made to data in a list, including the adding and copying of records

Redo: Reverses the last undo (see above) made to data in a list. Multiple undoes can be reversed
Worked Example - Adding Menu to Quick Access toolbar

To add a tab or project menu to the Quick Access Toolbar, right-click on the required command, in this
case, New from the Tags group, and select Add to Quick Access Toolbar

The selected tab is then added to the toolbar. To remove the added command, right-click on the newly
added button New in the Quick Access Toolbar and select Remove from Quick Access Toolbar
4.10
Messages
The Messages button displays messages issued during the current session. To display the log, click on the
Messages button in the status bar. The Messages window is then displayed above the status bar as shown
below:
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 52 of 54
4.11
Exercise – AVEVA™ Engineer User Interface – Basic Overview Example
Exercise

Add the following functionality icons, listed below, to the Quick Access Toolbar:
Cut
Copy
New

Select the Customize Quick Access Toolbar pull-down to display the Customize Quick Access Toolbar
list

Click the Show Below the Ribbon option to display the Ribbon below the Ribbon bar
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 53 of 54

Minimize the Ribbon bar by selecting the Minimize the Ribbon option:
Copyright © 2021.
AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Page 54 of 54