Transfer Elements to New Document

This task shows you how to transfer elements to a new document. You can use this function to transfer elements to documents or work packages that are under the same Product. See also Transfer Run to Another Document.
This function removes selected elements from a document and moves them to a new document. You can move them to a new or existing document.

 

1. With your document open, click the Transfer Elements button . The Transfer Elements dialog box displays.

2. You can select elements to transfer in various ways:
  • Click the element you want to transfer.
  • Click the Select Elements in Range button and make your selection in the Analyze Networks dialog box that displays.
  • Click the Select Spools button and make your selection in the Selection List.
  • Click the Select Line IDs button and make your selection in the Selection List.
3. If you do not want to transfer some elements in the Selection List, select the element(s) and click Remove. Remove All removes all elements.
  4. Check the option Auto Break Run if you need to break the run to transfer the elements. This may be needed, for instance, if you are transferring a spool from one unbroken run. If this option is not checked then you will get an error message. If it is checked then a breaks will be placed in the run and the spool will be transferred. A break is placed at the next "main part" - auto parts are not separated from the part to which they are attached. In the image below the spool - which is highlighted - will be transferred and breaks will be placed in the run.

  5. If you are transferring elements to a new document then check the option Create new document and enter values as necessary in the Prefix, File Name and Suffix fields. Spools and Lines will display the existing name in the File Name field. You can edit this name, or add a Prefix or Suffix (or both) to distinguish it from the original name. Elements do not display any name - you need to enter a name. Click Apply or OK. Apply allows you to transfer more elements. OK exits you from the command.

The image below shows a new document (PipingSpool-056) has been created and the spool transferred to it.

  6. If you are transferring elements to an existing document then check the option Existing document and select (in the specifications tree) the document to which you want the elements transferred. The selected document will display in the File Name field. Click Apply or OK.