MATURITY AND REVISION MANAGEMENT :

Introduction:

Before explaining how to version Elements, we must decide what has to be version:

1- the System (P&ID)

2- the Equipment (only ITEM Equipments) & the system

3- the Equipments, PipeLine valve, instrument, (All ITEMs) .... & the system

4- ....

Generalities about Versioning in 3DEXP on CATIA objects :

Today we can't have versions on Instance level so the Versioning can be done only on the Reference.

Any PLM Object reference can have different Versions (LogicalReference System, P&ID Sheet, Equipment, LineID, Valves, .... can be versioned)

If wanted, it is possible to replace one instance by the new revision without impacting the other instance of the same reference.

Consequences:

For Equipments : Each equipment is Unique reference but an Equipment can have different instances if it is used in different discipline or if they are redundant like parallel Pump. For parallel pumps if we change one and it change both , should not be an issue because the owner is the same. For multi-discipline, only the Equipment discipline Owner can decide of a new revision and then the other discipline will inherit automatically --> we can manage Revision if wanted for Equipments

For Components (Valve, Instruments ...) : if I have X instances of the same Logical Valve, if i release/version one , i will do it for all  --> either user must create a new Reference at each Component placement, either we will not manage version on the Component level.

For PipeLine : LineID are Unique . in some cases we can have multiple instance of the same line ID if the line is crossing multiple Installations but in this case doing a revision of lineID should impact all --> we can manage Revision if wanted for LineID.

For P&ID Sheet : We need Revision of Sheet to see the representation of each design stage but managing version of ONLY the P&ID Sheet it is not relevant because the Sheet is only one representation of the System and the corresponding ITEMS.--> A new Sheet revision will be created only if we create a new revision of the Parent Logical Reference

Note : it could be needed to make a new revision of the P&ID without impacting the system if you just change an annotation , add comment ... anything that is not related to a components (line, eqt, component ...)  modification/add/remove --> In this case you can just do a new revision of the View

Video illustration Equipment Versioning and System/P&ID Versioning :