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The Project Dashboard

To see the project dashboard simply click on the Dashboard icon shown below that is situated in the top left corner of your web browser:

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The Projects screen will list all project(s) belonging to your company account. The top part of the application screen will display Project Cards for the four (4) most recent projects that have been worked on as shown below:

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The most recent project cards will list the project name, and a thumbnail with a snapshot of the layout.

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The card will also display the timestamp for the last change to the project. You will also find icons for the "Change History", "Revisions", "Settings", "Clone", and "Delete" commands for the individual project in the lower right corner of the project card.

Project List

Below the most recent project section you will see a list of all other projects or project folders for your account as shown here:

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Public Projects

If users have made projects public in the Project Settings then they will be listed at the top of the Project List even without you having been invited to the project. Read more about Public Projects under the Project Settings part.

My Projects

In this section all projects that you have created or projects that you have been invited into will be listed. If you have extra Admin privileges you will also see all projects for your corporate account.

Filter by account

You can use the the account filter option at the top of the screen to quickly sort project by account membership if you have multiple accounts. Typically you will only have one corporate account. Select the account you want to see from the drop down list as shown below.

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Project List Columns

The project list is comprised of the following columns; Project Name, Region, Members, Updated, Owner and Phase.

Project Name - The name of the project. To the left of the name you will see the information icon. When hovering the mouse over the “i” icon a tooltip will list the sub project names and any description that has been entered using the “Info” text box option.

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Region - The region/area association for the project.

Members - The invited users to the project.

Updated - The timestamp for the last update to the project.

Owner - The user that created the project.

Phase - You can define your project phases under Account Settings -> Input Configuration.

Project List Sorting

As you create multiple projects they will all be listed in the project list screen and it can require a bit of scrolling to locate the project that you are looking for. You can sort the various columns in the Project List screen in ascending/descending order by clicking on the column name for; Project Name, Region, Members, Updated, Owner, and Phase.

If you would like to sort the project list by Project Name simply click on it and the projects will be sorted alphabetically in ascending order as indicated by the “up” arrow symbol as shown below. To sort in descending order, click again to reverse the order and it will be indicated by the “down” arrow symbol.

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Open Project

To open a project simply click on the Project Name or on the "Open Project" button as shown below.

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This will then load the selected project and display it on the screen where you can either view or edit it.

Create Folders

Select the Create new folder button from the top right area of the Projects screen to create a new project folder. This will make it easier to organize your various individual projects into different folders. At the moment the folder structure is limited to one (1) level only.

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This will display a dialog prompting you for the name of the new folder that you wish to create. Simply enter the new folder name in the text field. Then click "Save" to create it, or press "Cancel" to exit without making any changes.

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Move Projects between folders

Moving projects into or between folders that you have created are done by simply moving the mouse pointer over the project name line you wish to move. The mouse icon will then change into the hand symbol. Then simply click the left mouse button and hold it down while dragging it onto the folder name where you want your project to reside.

The folders will have a folder icon with the folder name next to it and the project count for the numbers of projects in the folder displayed as shown here. Press on the right arrow icon to expand the folder to show the content.

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To move a project out of the folder simply drag it outside the same way you moved it into the folder as described above.

Delete Folder

To delete a folder simply click on the trashcan icon to the right, and you will be prompted if you want to delete the folder. Press Ok to delete it. Note! The delete operation only deletes the folder and NOT the project(s) inside. The project(s) inside will simply be returned to the project list.

Change History

You can now access the project change history by clicking on the “Calendar” icon in the Dashboard project list. This will display a visual representation of the project activity timeline with colored boxed indicating activity and with the color intensity signifying the length of the activity:

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Moving the mouse pointer over the colored boxed will display the following information:

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Clicking on the box will then display the day timeline view and what changes were made:

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Clone Project

Select the "Clone Project" icon as shown below to make a new copy of an existing project:

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The "Clone Project" button is useful if you are viewing a project from another user and that is "View only". By making a copy you are then allowed to edit it. This is useful if you would like to quickly and easily create variations of the same field layout or compare different field activity plans. This will create an identical project named "project name (clone)". You can change the name using the project settings.

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If you are an admin and have access to multiple accounts, you can also select which Account you wish to clone the project into, by selecting the desired Account from the drop down list.

Delete Project

Select the "Delete Project" icon as shown below to permanently delete an existing project:

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Pressing the "Delete Project" for a project will prompt you first if you really want to delete the project in question with the following dialog:

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Type DELETE in capital letters to confirm, and press the Delete button and the project and all the project revisions will be permanently deleted. To abort, simply press "Cancel".

Add Revision

The "Clone" function is useful in order to quickly make a copy of the entire project or individual sub project. However, we recognize that in order to maintain a seamless digital visual workflow it is helpful to have the ability to create and track official individual revisions of a project.

Therefore, users now have the ability to track revisions of a project within the workspace e.g. tracking decision gates, milestones etc. Available any time, there are two ways to access a project’s revision history. See screenshots below:

1) Before opening a project, click on the revision history icon next to the project’s name in the project list,

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using the "Revision History" icon

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This will open the revision history screen as shown in the illustration below. Here you can find a detailed list of the selected project cataloging a timestamp of when the revision was made, by whom, and revision’s number. The update also makes it possible to use your own revision numbering e.g. if you employ an EDM system that creates these numbers automatically. The default revision number is automatically created by FieldTwin Design.

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On the revision history screen, you can perform the following commands; "Create new revision", "Restore" to restore an earlier revision, "Edit" to change information about an existing revision, or "Delete" to remove a revision.

Note! When restoring a selected revision, it will be restored as a new project that will appear in the project list outside this screen.

Create New Project

Select the Create new project button from the top right area of the Projects screen to create a new project.

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See the Project Settings section below for more information.

Project Settings

This will display the Project Settings screen for creating a new project.

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On the left hand side panel you will see the project settings categories namely: General, Project Cost, Asset Cost, Connection Cost, Currency, Users, and Connections

General Settings

The section allows you to specify or edit the various general project settings:

Change Account - If you are an admin and you have multiple accounts created on your instance this drop-down list will allow you to select which account you want to create the project in.

Project Name - Enter the name of the master project. Within the master project you can create sub projects.

Seabed Level in Meters - Enter the default seabed level if you know this. This will be a negative value from the sea level. Note! Uploaded Bathymetry will override this for the area of the batymetry uploaded.

Default Unit System - Select between "Metric", "Field", or "SI" units.

Coordinate Reference System - If you know the CRS for the project you can specify this by selecting it from the drop down menu. Note! If the CRS is for imperial units this will then be used for distance and measurements.

Start and End - Specify start and dates for the project. The Start- and End-date fields will present you with a Month-calendar picker for quick and easy date selection. Note! All projects requires a date range even if you do not plan to add any activities for the project.

WMS server - This option allows you to select a mapping service configuration for the project if this has been defined by your system adminstrator for your account under Account Settings.

Optional project settings

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These settings are optional, and are typically used by our Operator or EPC customers for additional information about the project e.g. the system admininstrator can define these inputs under the account settings in the Input Configuration tab.

Project Phases - If project phases have been defined in the account settings you select this from the drop down list e.g. DG0, or Concepts etc.

Customers - If customer names have been defined in the account settings you select this from the drop down.

Country Setting - Select the country associated with the project.

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For private instances there is a US Embargo exclusion option. If your business is under legal compliance regulations for the “US Embargo” list, please contact us to enable your private instance setting to have the following list of countries excluded from the country listing:

'Cuba'
'Korea, Democratic People's Republic of'
'Syrian Arab Republic'
'Iran, Islamic Republic of'
'Sudan'

Regions - If region names have been defined in the account settings you select this from the drop down list.

Field Name - This is an optional field for you to specify the field name in question in addition to your project name.

The final section of the Project Settings - General are:

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Public Projects

Public projects are useful if you want to use your project as a project template or reference project for others that they can clone to get started quickly. Eg. you might create a project that might be comprised of Bathymetry, Wells, Reservoir Data etc. that will be used by everyone that will work on field layouts. To make your project public for all users in your account simply check this option.

Do not allow multiple connections on connection point

This option if checked disallows defined Connectors e.g. Oil Production, Water Injection etc. to have multiple connections on it. If it is not checked you can attach multiple oil production on the same Connector. Note! The universal connector always allows this behaviour.

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Reset Cloned Project Affiliation

This button will only be displayed if the project is cloned or copied from another project. Pressing this button will remove all links/data to the original project.

User can override Connection Color

Check this option for this project if you want the users to be able to change the default or defined connection colors for new projects. If checked then this option will show under the Connection Panel when you select a connection as show here as Color Override with a color selector:

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Do not use account metaData definitions

If you check this option the project will not load metadata defined on the account level.

Press the Open Project button at the top of the screen to open the project if no changes where made, or press the Save and Open Project button to save the changed before opening. Otherwise, press the Cancel button.

Project Cost Settings

This section allows you to add new custom project cost items to this project only. If you want to do this for all new projects you must use the Account Settings instead.

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Press the "+Add item" button to create a new entry and then you can populate the fields as follows:

  • Name - Enter the name of the cost item e.g. Admin Overhead.

  • vendorId - Enter the associated Vendor ID if any.

  • Cost Category - Select the corresponding cost category from the drop down list. Select from "SPS", "SPP", "platform", "vessel", "rig", "piping", "umbilical", "operation" or "generic".

  • Supplier - Select an existing supplyer, or enter a new supplyer if needed.

  • Cost - Enter the new cost value, and select the corresponsing currency in the drop down list to the right.

  • Cost State Text - This field is if you have a cost server connection with your account and you want to display a specific message linked to the cost state. The corresponding Status can be selected from the drop down list to the right comprised of "danger", "primary", "warning", and "info" states.

  • Date - You can enter a start and end date that the cost applies to if any.

  • Lock - Press the padlock icon to change the state of the cost entry between locked and unlocked.

  • Delete - Press the "Delete" button to delete the cost entry.

  • Additional Cost Breakdown - You also have the possibility to break down asset cost into itemized parts and assigning individual cost for each sub part. Please see Additional Cost Breakdown.

Press the "Save Project" or "Save and Open Project" buttons to save the changes.

The new costs you define here will also show up in Project View in the Custom Costs section as shown here:

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Asset Cost settings

This section allows you to assign project based default costs for all the assets in the generic Asset Library. Note! These can also be set on the Account Leveland if you do so these costs will be used as default for all new projects created.

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You have the following options available to sort or narrow down the list:

  • Category - This drop down list will allow you to apply category filters so only the selected catagories will be shows e.g. "Template", "Host" etc.

  • Sub-Category - Select sub category filters if any to apply to the listing.

  • Type - Select the asset type from the drop down list and choose between "structure", "vessel", "submerged" or "virtual".

  • Name - This allows you to start entering an asset name and the list will search and update based on the name entered.

To assign a default cost on an asset for your project, simply modify the Price field next to the asset, and assign the appropriate Currency in the drop-down list to the right of the "Price" field. You also have the possibility to break down asset cost into itemized parts and assigning individual cost for each sub part. To do this simply click on the "Breakdown" button.

This will display the dialog for assigning "Cost" for individual parts as shown below:

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To assign cost for an individual part, simply click on the "+Add" button to add a new line for each part that you wish to assign the cost for. You can add information in each of the following separate fields; Nr, Item, Quantity, Description, Cost, and Notes.

To delete an item from the list, simply click on the Remove button to the right of the "Notes" field. When you are done, click on the "Save" button to accept the entries made. To exit, click the "Cancel" button.

You can revert any changes to the default account values by pressing the "Reset to Default" button.

Press the "Save Project" or "Save and Open Project" buttons to save the changes.

Connection Cost Settings

This section allow you to assign a project based default cost for all the defined Connections in the project.

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Cost by Length is Default - Check this option if you will specify the cost per length unit e.g. metric or imperial.

Price - Enter/change the connection cost in this field.

Currency Select the currency for the connection cost calculation from the drop down list.

Reset to Default - Press this button to reset all cost entries to the default account settings. Note! - This operation can't be undone.

Currency Settings

As some projects can involve costs in various currencies based on different vendors, geographic project locations etc. the cost module now allows you to define entering costs for equipment and/or operations in different currencies. To do this you define which currencies you will need and their project defined exchange rate in the Project Settings as shown below.

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By default the most commonly used currencies are defined by the system, but you can quickly add new project specific currencies by simply clicking the "Add" button. This will create a new line at the bottom of the currency list, where you enter the currency name and exchange rate. You can also delete currencies you do not need, by clicking on the "Trash" icon to the left.

"Rate" - This field is where you enter the currency exchange rate that you wish to use for the project for a specific currency. Note that the selected "Project currency" will have the rate set to a value of "1" as this will be the summation currency used for the project.

Note! If the account settings have defined default currencies and exchange rates then these fields will be populated by the account setting default values.

Reset to Default - Press this button to reset all currency entries to the default account settings. Note! - This operation can't be undone.

Press the "Save Project" or "Save and Open Project" buttons to save the changes.

User Settings

This section will display all the users for this project, and allow you to set or change their project roles. You can also invite new users and remove users from the project.

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Click on the "Invite User" button and the following dialog will be displayed:

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Email - Click on the drop down list to select one of the registered FieldTwin Design users to invite to your project.

Role - Select the User Role for the new user in the project from the drop down list of user roleas as defined in the Account Settings.

Press Send invitation to issue the invitation. Otherwise select Cancel to return without inviting anyone.

To change the role of a user in the project just select the new role from the drop-down list.

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Remove - To delete a user from the project simply click this button.

Press the "Save Project" or "Save and Open Project" buttons to save the changes.

Connection Settings

The default connection types defined under the Account Settings are shown here:

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If you make any change here this will be reflected on an Account level if you have the permission to do so.

Name - This is the name of the connection.

Symbol - Type in the symbol designation for the connection e.g. GI for gas injection.

Category - Select the category of your connection e.g. Umbilical, Production, Water Injection, etc.

Color - Use the color picker dialog to select a new color for your connection.

Width - Specify the width of the connection. Valid inputs between 0,1 and 2.

Dashed - Check this is you want the connection drawn as a dashed line.

MBR - If you will be using the Bend Radius design tool you can specify a default bend value radius here.

Project Defined Connections

On a per project basis you can add new custom connection types if you wish. Click the "Add" button.

This will use the same inputs as described above, but these connections will only be visible for this specific project.

Note! - Meta data for custom connections are not supported!

Press the "Save Project" or "Save and Open Project" buttons to save the changes.