Welds are added to a project in any of four ways:

• Add Weld: one weld at a time, with a form;
• Multiple Entry: many welds at once, in a grid that works like an Excel spreadsheet;
• Import: many welds at once from a CSV or Excel file. You can download a template from the import page;
• Weld maps: when you place weld bubbles on a drawing, the welds are created for you (see the Weld mapping article).

New welds start in the Planned stage of the welding workflow:

• In the Weld Log and the other grids, a planned weld shows a calendar icon;
• Only the pre-weld and during-welding visual inspection stages can be recorded for a planned weld;
• NDE can be requested for a planned weld only if the project's "NDE for" setting is "All welds";
• The WPS and welders are allocated later, in the Weld Log (or a work pack's Weld Log), or with Bulk Update.

A weld number has to be unique on its drawing revision and tag and, when the project groups its welds, in its item. For example, drawing DWG-1 rev 0 in tags T1 and T2 can have a weld W1 in each tag: they are two welds, W1 in T1 and W1 in T2. If the drawing has two spools, SP-01 and SP-02, each spool can have its own W1 too.

Click "Explain this function" next to a page title for a narrated walkthrough of that page, or the book icon beside it to open this article.

Step 1 - Add one weld at a time

Click the + (Add Weld) button in the Welds toolbar.

1. Weld Number: up to 50 characters. It must be unique on the drawing revision, tag and item (see above). "-R" is reserved for repair welds: "1R1" is allowed, but "1-R1" is not. Mandatory;
2. Drawing # - Rev: pick the drawing and revision. Only drawings already in the project can be picked. Mandatory;
3. Item: shown when the project groups its welds, with the project's name for them (Item, Spool, Assembly or Piece). Pick one of the drawing's items, or leave it as None. Items are added to the drawing in Edit Drawing. Optional;
4. Joint Type: BW (butt weld), FW (fillet weld), PW (plug weld), SW (socket weld), STUD (stud weld), RSW (resistance spot weld), O-LET, HW (HDPE fusion weld), EF (HDPE electro fusion weld), EW (HDPE extrusion weld), HFOL (hardfacing overlay) or CROL (corrosion-resistant overlay). Mandatory;
5. Size: the weld size, in inches or millimetres depending on the project's units. It can be the diameter or the length of the weld, whichever you use; it feeds the weld quantity and welder productivity reports. Optional;
6. Tag: pick one of the drawing's tags. All projects start with a tag "T1". Mandatory;
7. Category: Shop, Field or Field-fit. Optional;
8. Fitter ID: the fitters who fitted up the joint. Only active fitters are listed. Optional;
9. Date Planned: when the weld is planned to be welded. It starts as today. Mandatory;
10. Save creates the weld as planned. Cancel goes back without saving.

Step 2 - Add many welds at once (Multiple Entry)

Click the Multiple Entry button in the Welds toolbar. Like the form, the grid shows only the fields a planned weld needs.

1. Search: type part of a value to bring up just the rows you need, and pick what it looks in: all fields, the weld number or the drawing number;
2. Add / Revise: the grid opens on Add, for new welds. Slide it to Revise to change welds you already have, for example to move them to a new drawing revision. Only planned welds can be revised; completed welds are locked;
3. Last 100 welds / Show all welds: the grid lists the project's last 100 welds by default. Pick "Show all welds" to list them all;
4. Existing welds are shown in grey and cannot be changed while the switch is on Add;
5. New welds: type in the empty rows. The drawing, item, joint type, category and tag are picked from lists; the item list shows the items of the row's drawing. To fill many rows, type one row, select it and drag the small square at the corner of the selection down: the weld number counts up (1, 2, 3 or W1, W2, W3) and the other cells are copied. You can also paste rows copied from Excel;
6. Item: shown when the project groups its welds. The same weld numbers can be used again in another item of the drawing;
7. Full screen: open the grid full screen, which helps with a long list;
8. Save checks every row before anything is saved. A cell with a problem, such as a missing value, a wrong date or a weld number already used on that drawing, tag and item, is outlined in red and a warning shows above the grid; correct it and save again. Cancel goes back without saving.

Step 3 - Import welds from a spreadsheet file

Click the Import button in the Welds toolbar. The drawings and tags the welds are on must already be in the project.

1. Download Template: a CSV file with the headings for welds: Weld Number, Drawing Number, Drawing Revision, Joint Type, Category, Tag Number, Weld in/mm and Date Planned. When the project groups its welds, the template also has the item column after Drawing Revision, headed with the project's name for it (Item, Spool, Assembly or Piece);
2. Fill it in with Excel or any spreadsheet program. Column order does not matter, common variations of the headings are accepted, and extra columns are ignored, but the required columns must be there. Enter dates in your account's date format. Each row's item must be one of its drawing's items; leave it blank for a weld without one;
3. Upload File: pick your CSV or Excel file (.csv, .xlsx or .xls). For a workbook, only the first sheet is read.

4. Every row is checked and shown before anything is saved. A cell with a problem is shown in red; point at it to see why, for example a missing value, a wrong date, or an item the drawing does not have. Once the rows have no other errors, the weld numbers are checked: a number already used on that drawing, tag and item, in the project or earlier in the file, is shown in red. Here weld 101 is refused in DN-01-IT1, which already has a weld 101, but accepted in DN-01-IT2. Correct the file and upload it again;
5. Create imports the rows once there are no errors, and Cancel goes back without importing anything. The imported welds are planned.

Welds FAQs

Can I add my own joint types? No. The joint types are the ones listed in Step 1.

Can a weld number be used twice? On the same drawing revision and tag, only in different items, when the project groups its welds. Different drawings, revisions and tags each have their own weld numbers.

Where do I allocate the WPS and welders? In the Weld Log, or for many welds at once, with Bulk Update.