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Document Quantities

Use this dialog to generate, select, and upload documentation for registered quantity proposals. Upon approval in validation, the documentation follows the quantity further to quantity history and to Gemini ProAdm.

Where do I find the dialog?

On the toolbar, select the icon Document quantities...

Using the Dialog

Procedure

  1. Select file and item on the left in the dialog - registered quantity proposals are listed
  2. Use filter to shorten the list of registered quantity proposals as needed
  3. Mark (blue) the quantity proposal(s) you want to document
  4. Use one of the functions to select/generate documentation: Select file, Generate - Drawing or Generate - Mass report
  5. Preview any attachment after it has been selected/generated
  6. Enter a comment for the attachment if desired
  7. Click Upload to upload the attachment in connection with the quantity proposal(s) in the cloud

Overview of Completed Registrations

By using various choices in the dialog, you can limit or expand the list of completed registrations that are displayed. The standard view is quantity proposals that are not yet validated, since these are the ones you can link quantities to, registered from files in the drawing you are in.

If desired, you can further limit the list, or expand to get a full overview of all active registered quantity proposals and quantities, regardless of validation status, from all sources in the Gemini Connected project.

File

At the top left in the dialog, the various files in the active drawing are listed.

The content in the list can be reduced by checking Show only files with previous registrations, so that only files used in quantity registration are listed. You can also use the search field to find specific files.

Check the file(s) you want to document registered quantities for.

Note

  • If you are in profile editing, the file with displayed profiles will automatically be preselected in the list
  • If you mark an SFI/EFI/XFI file in terrain model drawing before the function Document quantities is started, this file will be preselected

Contract Post

When file(s) are selected, the contract posts in these are listed in the list for contract posts at the bottom left. You can also use the search field to find specific items.

Check the item(s) you want to document registered quantity proposals for.

Show Registered Quantities

Use the dropdown menu to expand the list of registrations from:

Option Description
Drawing Selected as default. Can show registrations from files in the drawing
Cloud project Can show all registrations from the cloud project the drawing is in
Gemini Connected project Can show all registrations performed in the Gemini Connected project your cloud project is stored in, both other cloud projects and quantities registered via app/web. Registrations outside the cloud project are marked with an X in a separate column

Unit

Limit the registrations listed by unit: All (default), pcs, m, , .

Status

Use the dropdown menu to limit the registrations shown by validation status:

Status Description
For approval or Incomplete Selected as default. Lists quantity proposals that are not yet approved in validation - these can have documentation attached
For approval Quantity proposals that are not quality assured
Incomplete Quantity proposals where validation has discovered that something is not correct, and which therefore need attention
Approved Quantities that are approved in validation and thus fully quality assured. Documentation cannot be attached to these
All Lists registrations for all validation statuses

Show Quantity on Web

By right-clicking in the list of deliveries, you can select Show quantity on web:

  • Registrations that are not yet quality assured (status For approval and Incomplete) are opened in the page for Validation
  • Registrations that are Approved are shown in the item's quantity history on the page for Contract

Mark in blue the quantity proposal(s) that should have documentation attached. If multiple quantity proposals are marked simultaneously, all will have the attachment that is selected/generated attached.

In the lower part of the dialog, you will find the list of attachments that is filled out as documentation is selected, generated, and attached to the various registrations. For each registration, you will see a list of both the attachments that are already uploaded in the cloud solution and those that are ready to be attached to the deliveries.

Info

When a delivery has one or more new attachments linked to it, an icon with a document with a star is shown in the column for deliveries. This indicates that the delivery has an attachment that is not uploaded to Gemini Connected yet.

Select File

Used to select existing files and link these as attachments to quantity proposals. The file types can be changed from the choices in the dropdown menu at the bottom right.

Generate

Click on the small arrow to access three options:

  1. Drawing
  2. Mass report
  3. Drawing settings

Warning

If the dialog is closed without generated attachments being uploaded, these are removed.

1. Generate - Drawing

Use this function to generate a PDF for selected quantity proposal(s) in A4 format, without having to consider other print settings yourself. The function works differently depending on which drawing type you are in, but is mainly intended to generate cross-section drawings.

The PDF file is saved with an automatically generated filename in a temporary directory (C:\Users\<username>\AppData\Local\Temp). In the list of attachments, it is shown with a display name of the form Drawing + time of generation. This name will also be displayed in Gemini Connected.

Drawing Types

Presentation drawing for cross-sections/longitudinal profile

In presentation drawing for cross-sections or longitudinal profile, only the mass types included in the marked registrations are documented in the PDF file.

Each time you mark a registration, a repaint is therefore performed in the profile drawing. You therefore only need to define the presentation drawing with the desired sheet and title field, and then insert the desired SFI model. It is not necessary to turn on display of mass types in these presentation drawings - this is done via selection of quantity proposals.

When you click Generate - Drawing, a PDF file is generated with the mass types and profiles included in the selected quantity proposal(s). For cross-section drawings, all pages in the report are generated automatically.

Terrain model drawing (2D map drawing)

In a terrain model drawing in 2D view, a PDF is generated with the data found in the drawing, without title field. Change the terrain model area if necessary and activate Clip objects outside area in 2D to limit the content in the PDF.

Note

The option Generate PDF is not active in 3D view. 3D views are recommended to be exported to image files before they are then uploaded via Select file, or insert these image files into separate presentation drawings.

Presentation drawing for plan drawing

In presentation drawing for plan drawing, it is the actual content of the presentation drawing that is printed, regardless of which quantity proposals you have selected that the attachment should be linked to. Selection of quantity proposals thus has no impact on what is shown of content in the presentation drawing.

Manual sheet

Depending on the content of the presentation drawing, you may be able to generate a PDF limited to selected quantity proposals. For manual sheets, it may be most beneficial to print the presentation drawing to PDF via File - Print and add this file via Select file...

PDF Printer

The PDF printer used in Generate - Drawing is set up under Gemini Terrain Settings - Personal settings - Reports - PDF to Gemini QuantiFlow. By default, Microsoft Print to PDF is recommended.

2. Generate - Mass Report

Use this function to generate a summary report. When you select Mass report, Excel starts and the macros must be run to fill out the report.

Warning

Remember to save the report before it is uploaded as documentation, so that the information from the macros is saved (otherwise the report is empty). Close Excel before you return to the dialog Document quantities to attach the report via Upload.

The summary report contains total quantity for the selection made, and can contain registrations from various files and contract posts. Each item is shown as separate columns. If the same item is used in multiple mass types, each mass type is listed separately.

To not unnecessarily hinder the user, the generation allows different file versions in registered quantity proposal and the file in the project. Therefore, a check is run to verify whether the value in the file matches the registered value. If these differ by more than 0.1%, the user is informed of this.

The report is given an automatically generated filename in the same temporary directory as Drawing, with display name Report + time of generation.

3. Generate - Drawing Settings

Used optionally to change standard naming of generated drawings or change scaling temporarily.

Preview

Used to preview attachments that are selected/generated. It is recommended to inspect attachments produced with Generate - Drawing and Generate - Mass report before they are uploaded.

Remove

Used to remove selected/generated attachments from the list of attachments that are not uploaded yet.

Attachments that are already uploaded in the cloud can be deleted for quantity proposals that are not yet approved in the Validation process in the web solution. This only deletes the reference to the documentation, not the file itself. Use the shortcut Show quantity on web to go directly to the quantity proposal.

Comment on Attachment

In the list of attachments, you can enter a comment on the attachment in the Comment column by left-clicking in this box. This comment will follow the attachment on the quantity proposal where you enter the comment into the web solution and further to Gemini ProAdm.

Note

One attachment can thus have different comments for the different quantity proposals it is attached to.

Upload

When you click Upload, the documentation is uploaded to Gemini Connected.

Note that quantity proposals that have one or more new attachments linked to them are displayed with a separate icon (document with star) in the column for deliveries. This indicates that the quantity proposal has an attachment that is not uploaded yet.

When you then select Upload, the icon changes to a document without a star, to indicate that the quantity proposal now has one or more attachments linked. If there are multiple quantity proposals that have one and the same attachment linked to them, the file is uploaded only once, but references are created from all the quantity proposals to this.

Need to Remove Registered Quantities and Quantity Proposals

Sometimes it will be necessary to remove registered quantity proposals and quantities. Two methods for this are available in the dialog Document quantities, since this is where you can have an overview of all registered quantities.

Delete Individual Quantity Proposals Not Yet Approved in Validation

Right-click on the quantity proposal in the dialog Document quantities and select Delete quantity proposal. Can be used, for example, if you discover that you have registered quantities too early without having included the latest measurements.

Warning

You cannot delete individual quantity proposals that are approved in validation.

Delete All Quantities Registered from a File

If you have used the wrong file in quantity registration, or a file should no longer be used for quantity registration, you have the option if necessary to remove all quantities registered from this file.

Danger

This functionality must be used with caution, since it removes all quantities ever registered from the file, on all items used in the file. This applies to both quantity proposals that are pending validation, and quantities that are approved in validation.

The functionality is available by right-clicking on the file in the list for File and selecting Delete all quantities registered from file.

When the registered quantities and quantity proposals are deleted, the file can be deleted from the vertical list field for Application layer or Models.

Info

Gemini ProAdm handles generation of compensating quantities where quantities that are removed have been included in billing.