Home > SI 2015 Documentation > Administrator Guide > Setup > Control Panel > Project Settings

Project Settings

 

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Setting

 

Here you can change the behavior of Projects.

 

 

Project Settings allow you to change the global settings for Projects. These settings are machine specific for each User.

 

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What are the benefits of these settings?

 

They allow you to customize the behavior of functions within Projects.

When to use these settings?

 

When you wish to change the behavior of functions within Projects.

Details

Automatic Save

 

Automatically save project

Default value = False. Change this if you want your projects to auto-save.

Minutes between automatic saves

When using the automatic save feature, set the time gap here.

Drawing

 

Automatically open Project Editor on drawing open

Default value = True. If you do not wish to have the Project Editor open automatically, set this to False.

Paste shapes and blocks

Default value = New. Other options are Clone and Alternate.This is a global setting you can make on your machine that has the same options as when using our Paste Special function:

 

 

Use Company Logo in Title Blocks on Visio Drawings

Default value = Never. Other options are New and Always. New would only affect new drawings while Always would affect existing drawings. This is one method for displaying your company logo from your Company Information on your Visio drawings. If your logo does not look proper when using this method, you can instead choose to customize the Visio shape and adjust your logo manually.

Save shape (or) block as default when dropped from shape (or) block tree

Default value = True. This will automatically set the selected shape as your default for whatever product you choose.

Display schematic shapes top to bottom in drawings

Default value = True. This will display your I/Os for schematic shapes/blocks exactly as entered for each product. If you wish to invert them, set this to False.

Store wire terminals on connection

Default value = False. This will automatically populate the Start Terminal and End Terminal fields for a Wire Product when that wire is connected to schematic shapes in Visio and AutoCAD.

Add accessory shapes automatically when parent shape is added

Default value = False. When a parent product is dragged to a drawing page/sheet in Visio/AutoCAD, shapes for its accessories will also drop on the page/sheet.

Display line end images in Visio for start terminal and end terminal on wire shapes

Default value = True. This setting will change the wire ends to display a representation of what terminal it is connected to on schematic shapes in Visio. This does not work in AutoCAD.

Prompt to assign categories when D-Tools shape (or) block is dropped from shape (or) block tree

Default value = True. When you drag an unassigned shape/block to a specific page/sheet type in Visio or AutoCAD, you will be prompted to assign that shape to Category.

Warn when adding Optional Or Alternate products shapes to a drawing

Default value = True. When you drag over an Alternate or Optional Product to a drawing page, you will get a warning letting you know that these Items will not appear on Installation reports. See Alternate Products and/or Optional Items.

Automatically drop connected products when a product shape is added to Visio

Default value = True. When a product is connected with wires on one page, and you then drag that product to another page, the connected Wires and Equipment shapes will automatically drop on the new page.

Use subcategory as layer name for wire shapes in Visio

Default value = False. When shapes are dropped onto Visio pages, they are automatically assigned to a layer named for the Category. If you would like to use the Subcategory abbreviation for wire shapes, set this to True.

Project Editor

 

Update catalog when project item editor closed

Default value = Never. Here you can also choose from "Prompt" or "Automatically". "Prompt" will open the Update to Catalog form, while "Automatically" will just automatically update the edited Product to your Catalog. Prompt is the safest option.

Update I/O's to catalog when I/O Studio is closed

Default value = Prompt. This setting applies when you are making changes to the I/O Studio from within a Project. Other options are "Never" or "Automatic".

Prompt for wire length when adding bulk wire

Default value = True. When a Wire product that is marked as "Bulk Wire" is added to a project, this setting will open a dialog asking for the Wire Length and Head End. Your Default Wire Length from your "Wire Measurements" setting will be auto-populated on the form.

Prompt for wire length when adding package bulk wire

Default value = False. This setting allows you to pre-set your wire length in Packages. If you wish to be prompted for wire length for "Bulk Wire" in a package, set this to "True".

Prompt to check in project when project editor is closed

Default value = False. If you want to be prompted to check-in projects to your SI 2015 Server when a project is closed, set this to "True".

Open Scope of Work RTF file in WordPad

Default value = True. The Scope of Work RTF file should be edited in WordPad vs. Word, so we recommend that you don't change this setting. See Scope of Work for more details.

Persist layout in Items View for each project

Default = True. This option will allow each project to open with its own preferred/selected Item View. When set to False, all projects will open to the Item View last used.

Automatically update item install fields from tasks on Project Editor open

Default value = True. If for some reason you do not wish the install fields from Tasks to update within the Project, set this to False.

Schedule

 

Mark items on task as installed when task complete

Default value = True. When the "Percent Complete" field for a Task is set to "100%", all items for that Task will be marked as "Installed".

Include accessories in task when project items are added to task

Default value = True. This will automatically include accessories to items added to a Task, even if the accessories are not selected when adding the "parent" item.

Wire Auditing

 

Prompt on wire connection conflict

Default value = True. This will alert you when you are attempting to connect a wire to different device than the one it is connected to on another page/drawing in Visio/AutoCAD, or if you are trying to connect to a different I/O than what is already connected.

 

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Store new wire connection in case of conflict

Default value = True. This setting will automatically store the "new" wire connection when the same wire is connected to multiple devices.

Note: This setting only applies if you set your "Prompt on wire connection conflict" setting to "False".

Automatically audit wire connections

Default value = False. When a schematic page is opened in Visio or AutoCAD, when set to "True", will automatically audit all wire connections and disconnect any conflicts found. This is set to "False" to improve speed when working with drawings. You can always run an audit when you wish via a right-click option in Visio: D-Tools->Wire Option->Audit Wire Connections.

 

Last modified
14:19, 19 Feb 2015

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