Table Format - Coming Soon
At the moment the table format is available as a Static Custom Sheet. Contact us for Table Format export
The standard export format follows the structure:
Each exported Process will produce a, Excel Workbook with the same name as the process, Containing one Excel Worksheet. This Worksheet contains a Process Table
Each Phase within any Process will produce a column in the Worksheet of the Process
On each Worksheet the following information can be contained:
Engineering Item’s States and Percentages as a Process Table
Manual Tracker’s Values as a Process Table
Targeted Tracker’s Values as a Process Table
Phase Notes as an aggregation in the Process Table
Process/Module Notes
Algorithm table with each Condition as a concatenated sequence
Process Table
Represent a tabular structure containing the States of each Engineering Item in each Phase, as well as text information provided by Trackers or Notes.
It can contain all the engineering Items in a Project, or just a part of them, or the Engineering items withing an Equipment Module.
Example of a Process Table for 3 selected valves:
Selected Items | Phase 1 | Phase 2 | Phase 3 |
---|---|---|---|
VP101 | closed | open | closed |
VP102 | closed | closed | open |
VP103 | closed | open | closed |
Example of a Process Table for an Equipment Module named ‘Module A2’:
Module A2 | Phase 1 | Phase 2 | Phase 3 |
---|---|---|---|
VP203 | closed | open | closed |
VP204 | closed | closed | open |
VP205 | closed | open | closed |
Example of a Process Table for 2 valves, 1 Manual Tracker, 1 Targeted Tracker, and the Phase Notes:
CIP | Phase 1 | Phase 2 | Phase 3 |
---|---|---|---|
VP303 | closed | open | closed |
VP304 | closed | closed | open |
Mentions | Revise this Phase | Open VP303 | |
Validated | yes | no | no |
Notes | note 1; note2, note 3 | note 4 |
Templates
Creating a block template will produce such a file:

Then you can proceed with customizing it as you wish:

Template customization example
Once you customize the template, simply save it and close the file. The location of the file is automatically assigned.
Export
Depending on the platform, you will be taken from various way to the export window where an export template has been already selected:

Chose which processes to export, and which Highlighter to use.
Pressing the Export button will produce such a result:

One xlsx for each Process
