Creating a Catalog of 2D Symbols and Text

This section describes how to create a catalog of 2D symbols and text of your HVAC parts and equipment. Once the catalog is created, assigned to a resource table and bound to a project, the 2D symbols and text become available when you are working with your HVAC designs in the Drafting app.

Before you begin: Create 2D symbols and create 2D text templates.
  1. Open your 2D symbols representation in the Drafting app.
  2. Select the representation and then select PLM Access > Generate Catalog.
    The Catalog dialog box appears.
  3. Enter a name for the catalog and click OK.
    The catalog is created.
  4. Search for and then explore the catalog.
    The structure of the catalog matches the structure of the 2D symbols representation.
  5. Click Share > Save > Save with Options.
    Your changes are saved to the database.
  6. Optional: To add a representation to the catalog at any stage, do the following:
    1. Open the representation.
    2. Open (explore) your catalog.
    3. Select Insert > Item: Feature.
    4. Select the representation.
    The representation is added to the catalog.