Applications and Benefits of Data Tracking and the Revision Assistant in PAC Engineering Projects
Authors: José Eduardo Magalhães | SM Energy, Gleydson Soares | SM Energy, Alícia Faria | SM Energy, Renata Fernandes | SM Energy, Sascha Wagner | Aucotec

Introduction

With the growing complexity of modern power systems and the advancement of digital technologies, Protection, Automation, and Control Systems (PACS) projects have come to require more precise, integrated, and efficient data management. These systems are increasingly interconnected and subject to frequent changes, whether due to maintenance needs, upgrades, or operational reconfigurations.

In this context, the way data are organized and updated throughout the phases of a project has become a critical success factor. Small changes, such as replacing a relay or modifying a connection point, can affect multiple related documents and systems, including cable lists, layout diagrams, logic diagrams, equipment metadata, and protection settings.

Engineering Platforms (EPs) have emerged as a response to this challenge. They provide a structured, database-driven approach to organizing, tracking, and analyzing changes in PAC projects. By applying concepts such as Engineering Information Modeling (EIM), these platforms promote data integration, collaboration among multidisciplinary teams, and complete change traceability.

Among the most valuable features of these platforms are Data Tracking and the Revision Assistant. This blog presents the benefits and applications of these features, explores real use cases, and demonstrates how they optimize change management in complex projects.

The Challenge: Managing Changes in PAC Projects

PAC projects involve a wide variety of documents and configurations: functional, construction, wiring, and interconnection diagrams; cable lists; device metadata; protection parameters; and operational logic.

Changing any one of these items can create a chain reaction. For example, replacing an auxiliary relay may require changes to the functional diagram, wiring, and graphical representations in the construction diagram. Performing this work manually or with isolated tools can lead to critical errors. A modern structure capable of automating these cascading changes is therefore essential.

In addition, project reviewers and asset administrators must manage changes in a robust, reliable, and transparent manner. Complete traceability of modifications not only reduces rework, but also ensures project quality and compliance throughout the life cycle.

The Role of Engineering Platforms (EPs)

EPs provide an integrated digital environment that surpasses traditional methods based on documents and disconnected tools. They offer:

• Centralized Data Management: consolidation of all information in a single, accessible database;

• Automation: automatic identification and documentation of changes to project elements;

• Enhanced Collaboration: a common environment in which all stakeholders work with the latest data, reducing communication failures.

As a result, EPs enable faster, better-informed decisions and improve overall project efficiency.

The Solution: Data Traceability in Engineering Base

Engineering Base provides a solid foundation for handling this complexity. EB integrates data in a centralized environment, promoting consistency and automation in repetitive tasks. One feature that stands out in this context is the Data Traceability and Revision Assistant, which enables users to:

• Record and compare project states;

• Highlight graphical and textual changes;

• Generate a complete object-level change history, including author and date;

• Facilitate audits and data-driven decision-making.

Revision Management and Data Traceability

In PAC projects, increasing complexity requires specialized tools to ensure accuracy, traceability, and efficiency in data and revision management. In this context, features such as Data Tracking, Revision Management, and Object History become essential.

Data Tracking

Data Tracking enables the systematic recording and comparison of different project states over time. All changes made in each iteration are highlighted and presented in tabular lists, allowing precise monitoring and detailed analysis of modifications. This approach provides complete visibility into project development and supports faster, better-informed decisions.

Revision Manager

The Revision Manager facilitates the visualization of graphical changes made to documentation diagrams. It clearly highlights what was added, modified, or removed between versions, enabling efficient visual comparisons. This ensures that the document history is preserved with integrity and gives users continuous access to previous states of the technical documentation, which is essential for audits, validations, and version control.

Object History

With Object History, every object-level modification is recorded with details such as what changed, who made the change, and when it occurred. This enhanced traceability strengthens accountability, regulatory compliance, and analytical capability during project reviews or audits. It also enables precise monitoring of specific developments in critical components.

These features are particularly valuable in contexts involving frequent updates and iterative corrections, such as commissioning phases, version releases, retrofits, or ongoing maintenance. By automating the recording and analysis of revisions, they reduce the risk of human error and optimize workflows, promoting greater organizational efficiency and supporting strategic decision-making.

Real Use Cases: How EB Works in Practice

1. Cable Lists

The tool generates a folder structure containing different versions of the cable lists. Each version has a unique identifier and can be compared with the others.

• Red: removed items;

• Green: added items;

• Yellow: modified items.

The spreadsheets can be exported in CSV or XLS format.

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Fig. 1. Data-tracking folder structure
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Fig. 2. Data-tracking table – cable removal and modification

2. Device Metadata and Diagrams

EB makes it possible to monitor any change to device information. For example, when a relay is replaced, changes to the number of contacts, description, dimensions, and other properties are all recorded. Modifications are visibly marked in the diagrams, enabling rapid analysis.

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Fig. 3. Relay structure in the data tree
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Fig. 4. Change clouds marking modifications in the diagram
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Fig. 5. Impact of a model replacement on object history

3. Protection-Device Setting Parameters

Parameter changes are highlighted individually. The history shows every version of each value, together with the date and author, providing complete transparency.

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Fig. 6. Changes to setting parameters
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Fig. 7. History of a device parameter

4. Control Logic

The development of a circuit breaker's logic is recorded step by step, from signal creation to the final structure with logic gates. Changes are marked in diagrams and spreadsheets, facilitating validation and testing.

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Fig. 8. Incomplete logic design
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Fig. 9. Tracking the creation of a binary output
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Fig. 10. Complete design with AND gate and signals

Why Does This Matter?

As the complexity and volume of data in electrical projects increase, relying solely on manual reviews or static documents becomes unsustainable. Traceability tools:

✅ Reduce errors;

✅ Accelerate reviews and deliveries;

✅ Facilitate collaborative work;

✅ Increase information reliability;

✅ Provide the traceability essential for compliance and audits.

Conclusion

Effective data management is a critical factor in the success of Protection, Automation, and Control Systems (PACS) projects. This study presents the features of the Data Tracking module and the Revision Assistant, highlighting how these tools are applied within an Engineering Platform (EP).

They make it possible to record and compare different project versions, make changes directly on the platform, and document them in organized spreadsheets. They also maintain a complete history of modifications made to the database, facilitating version control.

These features are analyzed in detail in this blog because of their potential to significantly simplify the process of tracking changes in projects, ensuring that all relevant information is properly recorded, structured, and accessible. This reduces common failures during revision management and the preparation of new documentation versions.

The article also discusses the essential role these features play in improving data-management workflows in PAC projects, especially in environments subject to constant adjustments, developments, and corrections.

Another important point is how these tools promote collaboration among the teams involved by providing a centralized platform for sharing and analyzing data. The ability to compare different modification states of the project contributes to a more complete and detailed analysis.

Finally, the approach supports data-driven decision-making and improves overall project efficiency by ensuring that information is correctly captured, organized, and analyzed. With real-time access to changes, the professionals involved can quickly assess impacts, make well-founded decisions, and accelerate the next project stages.