Add, edit, or delete a project

Use the Add / Edit Project window to begin adding, editing, or deleting projects. A project includes all of the tags that belong to the device profiles that you have created and added to the project. From this screen you also export individual projects to the format that can be added to Power Operation (using the I/O Device Manager).

Adding a project

To add a project:

  1. First ensure that you have set up the tags, device types, and device profiles that you want to include. Also, add at least one unit template.
  2. Click the Set Up Projects tab, and then click Add / Edit.
  3. In the Project Options section, click Create New or Create From.

    4. NOTE: If you are creating a project from an existing project, from the Project to Create From drop-down list select the project.

  4. Type a Project Name: The name must be alpha-numeric only, beginning with an alpha character, and can be up to 32 characters long. Do not use:

    5. \ / : * ? < > |

  5. To view a list of projects that have already been added to Power Operation, click the Display Projects button:

    6. A list displays with the projects that have been added (grayed-out if there are no projects yet or if the Profile Editor is not on the same computer as the server). To open a project for editing, select it and click OK.

  6. (Optional) To prevent someone from editing the project it, click Lock this Project.

    7. NOTE: This action cannot be undone. If you want to edit a locked project, you must use the Create From feature to add a new one, then delete the locked one.

  7. Type a Description for the project. This description displays as a tool tip when you hover over the project name on the main Set Up Project tab.
  8. Select a Unit Template from the drop-down list. Unit templates are created on the Units screens. See Set up engineering templates and select conversions for instructions on creating templates.
  9. (Optional) To add a new unit template, click Set Up Eng. Unit Templates. The Set Up Engineering Unit Templates page displays. See Add or edit a base engineering unit or conversion for help.
  10. In Device Profiles, select the first profile you want to include in this project and then click to move the device profile to Selected Device Profiles.

    11. If this device profile will NOT have functional addressing or data concentration, check the "Add As Default" box at the bottom of the screen. (For a description of functional addressing, see the Functional Addressing entry in Glossary.)

    If the Select Profile Drivers screen displays, one of the following is true.

    • You did not click Add As Default for a device type, so the system does not know how to use the functional address/data concentrator option. Check the appropriate box to turn the related option "on."
    • At least one of the device types in this profile includes multiple drivers. For each multiple-driver device type listed, choose the driver that you want to use in this project. Additionally, you can click either Functional Address or Data Is Concentrated to enable those features.

  11. Give the device type a Configured Name. This name might indicate its status (which driver it uses, whether it has a functional address, etc) in future project references.
  12. When all profiles are added, click Save to save the changes, or click Save & Exit to save changes and close the screen.

Edit a project

You can only edit projects that are unlocked.

To edit a project:

  1. Click the Set Up Project tab, then click Add / Edit to open the Add / Edit Project window.
  2. In the Project Options section: click Edit Existing, then from the Project to Edit drop down select the project to be edited.
  3. You can change any attribute of the project.
  4. Click Save to save the change, or click Save & Exit to save changes and close the screen.

Delete a project

You can only delete unlocked projects.

To delete a project:

  1. Click the Set Up Project tab, then click Add / Edit to open the Add / Edit Project window.
  2. In the Project Options section: click Delete Existing, then from the Project to Delete drop down select the project to be deleted.
  3. Click Delete.