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Smart Client Extension for AutoCAD
Asset Management / Asset Portal / Equipment
Asset Management / Asset Management/ IT Asset Manager
Asset Management / Enterprise Asset Management / IT Asset Manager
Asset Management / Telecom Asset Management / Telecom Management

Draw Equipment

Your site can choose to document their equipment inventory with an equipment plan, in which equipment items are represented on CAD floor plan drawings. Equipment plans are handy for visualizing the exact location of an equipment item within a room. For example, if a craftsperson needs to service a piece of heating equipment, they can check the equipment plan to see the exact location on the floor of the item. Depending on operations at your site, you may choose to represent only certain types of equipment, such as equipment needing periodic service or expensive equipment, in a floor plan drawing.

To create an equipment plan, a CAD specialist needs to add equipment asset symbols to the existing floor plan drawings. Equipment is represented on the Equipment (EQ) asset layer and are registered to the Equipment (EQ) table.

Note: If you are using Revit, see Equipment Elements (Revit)

Procedure

Prerequisite: Typically, someone at your site will have already defined equipment standards and other background data about the facility. The CAD specialist should have previously defined equipment blocks and developed a CAD room plan.

1. On the Process Navigator in CAD or in ARCHIBUS Smart Client, move to the appropriate process, as listed at the top of this topic.
2. If you are working in Smart Client and CAD is not active, select the Draw Equipment task. The task presents the Drawing List so that you can choose a drawing to work on. Choose the drawing, and ARCHIBUS loads your CAD tool, displays the selected drawing, and makes CAD the active application.
3. In CAD, open a drawing (if necessary).
4. Prepare the drawing for working with equipment by choosing Set Equipment on the Process Navigator.
5. Depict the floor's equipment by inserting equipment blocks. There are several methods. For your convenience, commands for these methods are listed on the Process Navigator.
• Insert an instance of a block drawing representing your equipment item by choosing Insert Block from the Process Navigator. Browse to find your block drawing, and then position your block.
• If equipment standards have been defined, you can asset insert an equipment item. Choose Asset Insert from the Process Navigator and then choose a standard from the resulting list. Choose a position for your block, and the command inserts it and displays its standard as asset text.
• If Equipment records already exist in the database and you now want to generate asset symbols for these records, you can populate the drawing with equipment blocks. Choose the Populate Equipment to Rooms task on the CAD Process Navigator. Based on the database information, the system will add the blocks to the appropriate rooms, assign them intelligence, and convert them to asset symbols. If you use this method, you can skip step 6 below. Once the system generates them, you will want to position your equipment asset symbols within the room boundary.
• Populating generates asset symbols for all equipment items in the room. If you want to create asset symbols for just some items, asset insert the standard, which will add the block to the drawing. Next, from the CAD Process Navigator, run the "Attach to Record" command, which will prompt you to select the database record to connect to this block to form an asset symbol. You can skip step 6, below.
6. Data edit the blocks to convert them to asset symbols and register them in the database. Complete the following fields:
• Equipment Code -- Enter a value to uniquely identify this equipment item.
• Building Code/Floor Code -- The program may have already completed these with values from the drawing's default space hierarchy values. If not, you may select from the available values by choosing the ellipses button.
• Room Code -- Enter the room in which the equipment is located by typing the room number or choosing the room from the ellipses button.
• Equipment Standard -- If you asset inserted your equipment item, the block will have a standard. If you used the Insert Block command, you will need to complete the standard.
• Division Code/Department Code -- Enter the division and department that uses this equipment item. You can type values or choose values from the validating list accessed through the ellipses buttons. If you wish, you can infer these values from the room asset symbol in which the equipment asset symbols are located by choosing the Infer command from the Process Navigator.
7. So that your equipment plan can be viewed using ARCHIBUS Web Central or Smart Client, publish your drawing as an ARCHIBUS Enterprise Graphic file by running the Publish Enterprise Graphics command, which is located on the Process Navigator for your convenience.
8. If you like, view your equipment plans in reports by accessing Web Central and running the Asset Portal / Equipment Plan task or working the IT Asset Manager / Telecom Console or Telecom Management / Telecom Console task.

See Also

Representing Telecom Devices in CAD

Adding Blocks to Floor Plan Drawings

Creating Asset Symbols by Asset Inserting

Creating Asset Symbols by Populating