Project.XML
PnIdPart.xml
ProjSymbolStyles.dwg
SubstitutionPalettes.xml
ProcessPower.dcf
ProcessPower.dcfx
Piping.dcf
Piping.dcfx
PipingPart.xml
Iso.dcf
IsoPart.xml
Misc.dcf
MiscPart.xml
Ortho.dcf
Ortho.dcfx
OrthoPart.xml
o ControlValve.XML
o DocumentList.XML
o EquipmentList.XML
o InstrumentationIndex.XML
o LineList.xml
o LineSummary.XML
o NozzleList.XML
o ValveList.XML
All drafters working on this project will share these files. There files are copied from the project selected as
the source project when the project was created. The source project can be any project. We ship five
template source projects called PIP (imperial and metric), ISA, ISO, and DIN.
If a project is using SQL Server, the *.dcf files are not databases, but xml connection files which point the
program to the correct SQL Server database.
The first time a substitution palette is invoked, you also get a project file called SubstitutionPalettes.xml
Read-Write Issues
PnIdPart.XML needs to be writable by all drafters creating content in this project. (i.e., anyone using the
program to draw P&IDs). This xml happens to use Project Autogen values for automatic tag generation, the
last autogen value is also stored here.
Of course the data cache ProcessPower.DCF & ProcessPower.dcfx files need to be writable if you are creating
content.
The other project files can be read only by drafters creating content in this project.
Undoubtedly many projects will want the TOOL PALETTE to be from a shared project file instead of from the
local copies in each users C:\Users\%USERNAME%\AppData\Roaming\Autodesk\AutoCAD Plant 3D
2015\R20.0\enu\Support\ToolPalette
PnIdPart.XML contains
Project NAME, DESCRIPTION
Paths to the REPORT xml files
Auto-gen definitions
Path to this project and project files (ProjSymbolStyles.dwg)
ProjSymbolSStyles.DWG coontains
The symbols (bloccks) assigned to the classe
es
Any annotations
Tag format
f definitions
Power.dcf file
The ProcessP e is a database that contains all the dat a records.
Summarry of Acce
ess Rightss
Keep clickingg next to acceept the default settings forr Symbol set, drawing path
hs, and datab
base types. Click
Finish at the last screen.
You can export a report on a project. You have the choice of a number of preset report templates. You can
select multiple report types for a single report, in which case, each report type will be on a separate
worksheet of the Microsoft Excel spreadsheet. You can export a new report from a template, or copy and
rename an existing report.
Reports can also be created externally to AutoCAD P&ID via the report creator application. This application
allows you to define a format, and then populate that format with data from your project.
The following list describes the report templates that are provided.
To export a report
Open the Daata Manager.
Import Rep
ports and Re
econcile Changes
You can import a project report and re
eview the req
quested changges to data in
n a previouslyy exported
report. You can
c accept orr reject the re
equested chan
nges.
Whether dealing with a spreadsheet or a CSV file, you can only import primary table files back into AutoCAD
P&ID. For example, a valve list can only import into the valve table; however, it cannot import in a field on
joined tables.
Reconcile Changes
From the imported report, modified values and their corresponding row headers are displayed in yellow
highlighting. You can accept or reject changes individually or all at once.
NOTE Tags are read-only entries in project reports. You cannot change tag data in exported spreadsheets or
CSV files. If you attempt to accept changes to tag data, a warning message is displayed.
When you accept all changes in the report and you encounter a problem with a pending change, the
acceptance process terminates.
You cannot accept changes that are from read-only P&ID drawings; you can only reject them.
A tooltip shows the original value of a changed field when you hover the cursor over the field.
You can switch to Project Data or Drawing Data mode during data reconciliation for an imported report.
When you switch back to Project Reports mode, pending changes are still yellow and you can continue to
accept or reject them. Until you have reconciled all pending changes, you cannot edit any of the fields in the
report.
Copy the
e default tool pale
ettes to th
he netwo
ork
Browse to C::\Program File
es\Autodesk\\AutoCAD 2015\UserData Cache\Suppo
ort\ToolPalettte.
To modify thhe palettes, open AutoCAD D options (OP), and select tthe Files tab. Navigate to tthe Tool Paleette File
locations pro
operty, and alter the path to match the
e new networrk location.
When AutoC CAD opens and find the reaad-only attrib bute set on thhe palettes, itt will display a lock icon on
n the
bottom left corner
c to let users know thhe palettes caannot be moddified. You can use stand dard securityy groups
to allow onlyy administratoors to unchecck/check the read-only prooperty.
e read-only property should always be checked. Whhen the paletttes need to bee modified, h
As a rule, the have
everyone exit AutoCAD, uncheck
u the read-only
r attrribute, and thhen open Auto
oCAD to makke the changees. Once
you have cloose the prograam to save th
he changes yoou made, set tthe read-onlyy attribute baack to true beefore
having everyyone resume their work.
Navigate to the
t Equipmen
nt tool palette. We will add a pump to tthis palette, sso it needs to
o be current.
Start project setup, and navigatee to the Centrrifugal Sump Pump class.
Click Ad
dd Symbols.
Properties
Set up Prop
perties for Components and Lines
Properties are the individ
dual attributees that define
e a class defiinition. You ccan modify exxisting propeerties or
add custom properties too a class definition.
Tag Form
mats
Setting up tag
t formattiing
Set up tag fo
ormats to help
p drafters app
ply tag eleme ents consistenntly throughoout a project ccycle. You can
n set up
tag formats for
f equipmen nt, valves, nozzzles, instrum
mentation, pippe lines, and p
pipes. You can create new w tag
formats or modify
m existing formats.
Tag formats are assigned to a class deffinition. Typiccally, parts off the tag are aalso class defiinitions (for
example, a definition
d typee, such as equ
uipment). You can also use a property of a drawing o or project in the tag
numbering format. For exxample, at the e drawing levvel, you mightt want to set tag formattin ng to key off oof a
e project level, you could set
sheet. At the s tag formattting to key ooff of the projject number.
The default tag format is Line Number, and you can add other properties as needed, for example
Service.
Equipment tag (Type-Number). Defined by default with a type property and a number (for example:
P-100).
Equipment tag 2 (Area-Type-Number). Defined by default with an area property, type property, and
number (for example: 25-P-1000).
Hand valve tag (Code-Number). Defined by default with two letters representing a valve code and a
number (for example: HV-100).
Nozzle tag (N-Number). Defined by default with one or more letters representing a nozzle code and a
number (for example: N-1).
Instrumentation tag (Area-Type-Number). Defined by default with an area, type, and loop number
(for example: 51-PT-100).
Line number tag. Defined by default with a line number (for example: 100).
Pipeline tag (Size-Spec-Service-Line Number). Defined by default with size value, spec, service, and
line number (for example: 6"-C1-P-10014).
Line segments tags are an exception to this rule and can be identical. The tag properties of a line group
must be unique, but the tag properties of the line segments within that line group can be the same.
Another exception to this rule allows you to tag a large component that stretches across drawings with
duplicate tags. Duplicate tags can represent different parts of the same item. For example, a line that spans
drawings using an Off Page Connector can have the same tag in each drawing. The Data Manager has a
single row for components that span two drawings.
On the P&IDD Class Definiition Settingss pane, underr Tag Formatt, select Equipment Tag [TType-Numberr],
and then clicck New.
You are bu
uilding a new tag format frrom the existiing Equipmennt tag format. Click the
Pump Icon
n on the first row,
r which launches the Class
C propertyy selection wiindow.
With use Target
T Objects Property ch
hecked, selecct Equipment on the left, aand then
select Type
e.
In the Tag Fo
ormat dialog box,
b third row
w, click Define
e Expression.
On the P&ID
D Class Definittion Settings pane,
p under Annotation,
A inn the drop-do
own list, selecct Pump InfoTTag.
Click Add Annotation.
In the Symbo
ol Settings diaalog box, do the
t following:
Under Symbol Pro operties, to the right of Syymbol Name, enter Pump p InfoTag2.
Under Other Prop perties, to the When you use the
e right of Linkked, in the droop-down list,, select No. W
anno otation in a drawing, the annotation
a will not move wwith the pump when the p pump is moveed.
Under Other Prop perties, to thee right of Auto Insert, in thhe drop-down n list, select A
Auto Insert wiith
Prommpt. When yo ou use the annotation in a drawing, youu will be prom mpted to annotate the pum mp.
Clickk OK.
Based on the
e way you sett up the anno
otations inserrtion behavioor, you are pro
ompted to sp
pecify the
annotation position.
p
TAGG NUMBER
Description DH POWER REQT: Power MATL:
n CAPACITY: FFlow @ tdh TD
Materrial INSULATIOON: Insulatio
on
Name the an
nnotation Fielld Mounted Discrete
D Instru
ument 2 and click Ok.
Tool Pale
ettes
You can add tools to a too
ol palette with several methods.
Dragg any of the foollowing ontoo your tool paalette: geomeetric objects ssuch as lines, circles, and
polylines; dimenssions; hatchess; gradient fills; blocks; xreefs; raster imaages.
Dragg drawings, bllocks, and hattches from DesignCenter tto the tool paalette. Drawin ngs that are aadded
to a tool palette are
a inserted as a blocks whe en dragged in to the drawin ng.
Use the Customizze dialog box to drag comm mands to a toool palette jusst as you might add them tto a
toolb
bar.
Use the Customizze User Interfface (CUI) edittor to drag coommands to a tool palettee from the
Commmand List pane.
Use Cut, Copy, an nd Paste to move
m or copy tools
t from onne tool palettee to another.
Mannage tool pale ettes by creatting new paletttes from scraatch, renamin ng, deleting o
or moving pallettes
with the shortcutt menu.
NOT TE It is not reccommended to t create or rename
r tool ppalettes when n the Custommize User Interface
(CUI) editor is displayed.
Creaate a tool paleette tab with predetermined content byy right-clickin ng a folder, a drawing file, or a
block in the DesiggnCenter tree e view, and thhen clicking C reate Tool Paalette on the shortcut men nu.
You can movve a tool palette tab up and down the liist of tabs by using the too ol palette sho
ortcut menu o or the
Tool Palettess tab of the Customize dialog box. Simillarly, you cann delete tool p
palettes that you no longeer need.
Tool palettess that are deleted are lost unless they are
a first savedd by exportingg them to a file. You can ccontrol
the path to your
y tool pale
ettes on the Files
F tab in the
e Options diaalog box. This path can be to a shared nnetwork
location.
Sharing project
p drawings
Because AuttoCAD P&ID stores the data within eaach drawing file, as well as the datab
base, you haave two
options for sharing
s the drrawings.
The Plotter Manager contains the Add-a-Plotter wizard, which is the primary tool for creating plotter
configurations. The Add-a-Plotter wizard prompts you for information about the plotter you want to set up.
Layouts
A layout represents a plotted page. You can create as many layouts as you need. Each layout is saved on its
own layout tab and can be associated with a different page setup.
Elements that appear only on a plotted page, such as title blocks and notes, are drawn in paper space in a
layout. The objects in the drawing are created in model space on the Model tab. To view these objects in the
layout, you create layout viewports.
Page Setups
When you create a layout, you specify a plotter and settings such as page size and plot orientation. These
settings are saved in a page setup. You can control these settings for layouts and for the Model tab using
the Page Setup Manager. You can name and save page setups for use with other layouts.
If you don't specify all the settings in the Page Setup dialog box when you create a layout, you can set up the
page just before you plot. Or you can override a page setup at plot time. You can use the new page setup
temporarily for the current plot, or you can save the new page setup.
Plot Styles
A plot style controls how an object or layer is plotted by determining plotted properties such as lineweight,
color, and fill style. Plot style tables collect groups of plot styles. The Plot Style Manager is a window that
shows all the plot style tables available.
There are two plot style types: color-dependent and named. A drawing can use only one type of plot style
table. You can convert a plot style table from one type to the other. You can also change the type of plot
style table a drawing uses once it has been set.
For colordependent plot style tables, an object's color determines how it is plotted. These plot style table
Plot Stamps
A plot stamp p is a line of te
ext that is add
ded to your plot.
p You can sspecify wheree this text is located on the plot
in the Plot Sttamp dialog box.
b Turn thiss option on to o add specifie d plot stamp information including drawing
name, layout name, date and time, and so onto a drawing thaat is plotted to o any device.. You can choose to
record the plot stamp info ormation to a log file inste
ead of plottin g it, or in add
dition to plottting it.
Publishin
ng to DW
WF
mat) is a set of drawings orr images that is compresseed into a single, smaller filee,
A DWF (Design Web Form
Much like AdobePDF, the sheets within the set are images of the drawings and are not any more editable
than drawings printed to paper. In addition, DWF files retain design information and scale, and are
therefore suitable for architects, engineers, and designers to review and mark up, without risk of changes to
the original DWG file.
Publishing a P&ID DWF file is very similar to publishing a sheet set in AutoCAD. From the Project
manager, you can publish an entire project, a subset of a project, or a single drawing that is part of a
project.
If you plot to a DWF file instead of using the publishing process, you cannot choose P&ID DWF options.
NOTE P&ID information is published only for drawings that are part of the current project. You can add
drawings from other projects, but P&ID information is not included for those drawings.
Chapte
er 7: Audit and
d Maintaain Projjects
With auditing tools, administrators can
n perform periodic projectt maintenancce.
Project Audits
A
A project aud
dit is initiated
d with the AUUDITPROJECT command whhich is a variaant of the AuttoCAD AUDITT
command. When
W an audit is performed on your pro oject, the currrent project iis searched fo
or errors such
h as
links betwee
en nonexisten nt properties in the data caache that no llonger point tto an object iin a source
drawing or discrepancies
d in the tag reggistry.
A project file
e must be ope
en and unlockked in order for
f the auditinng process too succeed. Waarning
messages are displayed iff a project is not
n currently open or if ann open project is locked byy another
designer.
Project Compress
C sion
The COMPREESSPROJECT command
c is used
u to comp
press the cachhe of drawingg data that is cconstantly beeing
updated as work
w on drawwings in a projject proceed. As data is addded to the caache, fragmenntation can ooccur
causing the cache
c to occu
upy more diskk space than isi necessary. Periodic com mpression of yyour project wwill
defragment the cache of drawing dataa, thus optimizing perform mance and effiiciency. Also, the compresssion
process repaairs any inconsistencies and prevents coorruption of tthe cache.
Chapte
er 8: Customizaation
Symbolss
Convert AutoCAD Blockk to P&ID Syymbol
Converting generic
g AutoCCAD geometryy into intellige
ent P&ID geoometry is easyy to do in AuttoCAD P&ID. TThis
can make yo
our life easier if you have been
b creating P&IDs in basse AutoCAD o
or AutoCAD LTT.
Procedure To
T Convert an
a AutoCAD Block to a P&ID
P Object
To convert AutoCAD
A symbols we first need
n a symbo
ol to convert.. Create the C
Centrifugal Pu
ump shown in
n the
nextt figure and saave it as a blo
ock.
This is necesssary to add intelligence to the symbol. This symbbol can be cllassified as aan Engineerin
ng Item,
Equipment, Pumps and finally Horizon
ntal Centrifugaal Pump as shhown in the following figure.
Under symbo
ol, click Add Symbol.
S
In the Symbo
ol Settings diaalog box, Sym
mbol Propertie ol Name. Enteer a new namee for
es, locate andd click Symbo
the symbol, and enter appropriate settings.
Data Pro
operties
Set Up Prop
perties
Properties arre used to sto
ore informatio on about a coomponent or line that is inn a P&ID draw wing. Both
componentss and lines con ntain differen
nt properties that are usedd to control how the comp ponent and lin
ne look
when placedd into a P&ID drawing. The ey also store non-graphical
n l information that can be eextracted outt of the
drawing. Pro
operties for a component or o line class definition
d can be defined aas one of the ffollowing datta
types:
Strin ng. Used for entering
e a free-form text value
v for a prooperty.
Num meric. Used to o verify that only
o a positive e or negative number is en ntered for a pproperty.
Boollean. Used to o define a predefined list of
o choices tha t the user cann select from for a propertty. The
availlable values are
a restricted to true and false.
f
Symbol List. Used d to define a predefined lisst of choices tthat the userr can select from for a prop
perty.
The values that are defined for the list are used
u mbol should be displayed for a
to contrrol which sym
While AutoCCAD P&ID is flexible and alllows you to create your owwn propertiess, you should
d limit yoursellf to
only the properties necesssary for repo
orts or annotaations on draw
wings. Addingg other propeerties adds
complexity in
n editing and viewing partt information..
Click OK.
If yo
ou selected Selection
S List or Symbol List,
L the app ropriate dialog box is dissplayed to leet you
create either a se
election or symmbol list.
If yo
ou selected Acquisition,
A the Select Daata Source diialog box is d
displayed to let you seleect the
sourrce from whicch the property value is to be acquired.
Click OK.
On the right pane, under Properties, locate and select the propperty you wan
nt to edit and
d then do onee of the
followingg:
Under Propeerty Descriptioon, click the field
f and enteer a new desccription.
Under Default Vaalue, click the field and entter a new valuue or in the ddrop-down listt, select one ffrom
the available
a list. If the defaultt value is Acquisition, in thhe drop-down n list, select an appropriatee item.
If the e property is of the List property type, click Edit to cchange the seelection or sym mbol list thatt is
assiggned to the property.
Under Acquisition n, click the [...] button andd select Add aacquisition rule. In the Seleect Data Sourrce
dialo
og box, selectt the source where
w the pro
operty value iis acquired.
Highlight th
he property to
t remove in
n the properrties pane annd click Rem
move.
nt assign com
So if you wan mponents, slin
nes or annotaations to, say the Valves layyer, you do th
he following:
C:\Userss\%USERNAM
ME%\Local Settings\AppDa
ata\Local\Auttodesk\AutoCCAD
Plant 3D
D 20XX\RXX.X
X\enu\ PID AN
NSI D Color Dependent
D Ploot Styles.dwt
1. Copy it into a new file which you shoulld name Trainning PID ANSII D
Template.dw
wt
2. Leave Trainin
ng PID ANSI D Template.dw
wt in the sam
me folder. For actual
folder.
3. Open this DW
WT in AutoCA
AD.
4. Add the Valvves layer, and set the colorr, as shown abbove, in the
HINT: If you are starting your DWT from scratch, design center allows you to drag & drop layers from any
DWG/DWT in the tree onto the current drawing. So you could easily drag layers from ProjSymbolStyle.DWG
into your DWT.
Speaking of DWT files; AutoCAD P&ID ships with 8 sample DWT files that can be used as a starting point
when creating your projects DWT.
NOTE: Dont change out of the box files without having a backup/restore plan!
NOTE: If/when making your own DWT, it is highly recommended that you turn wipeout frames off.
Otherwise, your instruments and other annotations will look incorrect, and will have boxes around the text.
Use the WIPEOUTFRAME system variable to manage the wipeout status.
Any new P&ID drawing will use the DWT specified in Project Setup. The Project Setup dialog has a place in
the Paths node to indicate the desired DWT (this is why you can put project specific DWT files in the
project folder). Change the Drawing Template here to point to the one we created.
You get to sppecify one and only one DWWT per project. If you wwant to use a d different DW
WT than the on
ne
specified in your
y path, you can use thee FILE-NEW menu
m and brow wse to a diffeerent DWT. Save the draawing
and add it to
o the project. However, if you
y add foldeers in the projject managerr and organizee your P&IDs within
those, you caan have a tem
mplate for eacch folder.
Component Characteristiccs
Set Up Classs Definitions for Compo
onents and Lines
L
Class definitiions are used to define thee attributes and propertie s of a component or line b before they are
placed into a P&ID Drawing. To create most equipm ment, instrumments, lines, innline items, aand nozzles, yyou
start with an
n existing com mponent and youy edit that component ((block). The ggeneral structture of the bu uilt-in
symbols should be follow wed. In several cases, specific behavior i s tied to classses being built with the co
orrect
parent. For example,
e in order to reduccers to act pro
operly, they m
must be creatted under thee reducer classs.
Class definitiions are organized into fou m class deffinition families that are ussed to define the
ur different main
componentss and lines thaat are placed in a drawing.. The main claass definition families are as follows:
Non-Engineering items - Includes items that are not counted in reports, including flow arrows, gap,
actuators, connectors, annotations, segment breakers, and others
Signal line group - Includes signal lines which are used in combination with instruments.
You can modify existing class definitions or create your own based on an existing class definition. For
example, your company might use a different kind of pump than the pump symbols provided in the product.
You can create your own pump symbols that all of your drafters can use.
When you create or modify a class definition, you can modify the following properties:
Symbol or line settings - The name of the symbol or line style, name of the block used to control the
geometry that is displayed in the drawing after a component is inserted, layer, color, line-type,
line-type scale, plot style, and line-weight that a component is inserted with. Along with other
settings that affect how the insertion of a component, or how a schematic line is drawn.
Properties - The values that are assigned to a component or line class definition to determine how it
looks and behaves in a P&ID drawing, along with which values are attached to the component or line
(such as default value, description, and others).
Tag format - The information used to construct a unique tag for a component or line.
Annotation style - The text and symbol settings used to annotate a component or line.
Substitution - Turn the substitution palette off by setting this property to false. The default value is
true.
When you create new class definitions based on a class definition family or parent, the new class definition
inherits the properties and settings assigned to the family or parent class definition. In addition to creating
and modifying class definitions, you can also rename and purge class definitions as long as they are not
currently being used in a drawing that is part of the project
Under Tag Format, add,, modify or remove taggging formatss associated with the selected class or line
definition.
Click OK.
Set Up Sym
mbol and Line
e Settings
Component and line classs definitions have
h assigned
d settings tha t control grap
phically how tthey are
displayed in a P&ID drawiing.
For a compo onent, you cann specify a symbol and thee settings thatt should be u
used to contro
ol the insertio
on
behavior of a componentt. For a line yoou can specifyy whether floow arrows aree used to indicate the flow
w
direction thrrough a pipe.
You can creaate class definnitions for botth componen nts and lines ffor general grraphical properties such ass
layers, colorss, smart line types,
t linetyp
pes, and linew
weights.
To change linetypes
l forr componentts and lines
In project setup navigate to the class you
y want to change. For syymbols, selecct the symbol to change fro
om the
dropdown, and
a click edit block or edit symbol.
To change layers
l and colors
c for com
mponents an nd lines
In project setup under P& &ID Class Definitions, locatte and select tthe componeent or line you
u want to chaange
the layer andd color for. Eddit the Symbool or line and choose the laayer or color value.
To change lineweights
l for
f compone ents and lines
&ID Class Definitions, locatte and select tthe componeent or line forr which you w
In project setup under P& want to
change the line weight. Edit the Symbo
ol or line and choose the l ineweight.
Configure Symbols
S for Componentts
Symbols are a graphical re
epresentationn of a component in a P&IID drawing. TThey also conttrol the inserttion
behavior thaat is used whe
en adding a co
omponent too a P&ID draw
wing.
If your comppany has a sett of standard blocks that you use, you ccan use thosee blocks to define the symb
bols
that are assiggned to a com
mponent.
You can also remove the symbol for a class definitio on. Before re moving a sym mbol, the proggram checks if the
symbol is asssigned to the class definition. If the sym
mbol is assign ed, you are n
notified that itt cannot be
removed.
Join Type
The join type
e governs how
w a compone
ent interacts with
w other iteems.
Scale Comp
ponents
Most compo onents in AutooCAD P&ID arre at a scale of
o 1:1, and aree either unit--less or in thee unit format
e selected staandard. The sccale factor for inserting a ccomponent iss defined as a property of the
based on the
symbol that is assigned to
o the componnent class deffinition.
Understand
d Attachmen
nt Points on Componentss
Attachment points are snap points on a componentt that connecct multiple co omponents an nd connect a
schematic linne to a compo onent. Attach
hment points validate thatt when a com
mponent is plaaced in a
drawing, it iss fully conneccted with sche
ematic lines.
Attachment points are used in components such as pumps and blowers to determine that the
connections in a drawing represent the available connections on the real-world items. Inline
components such as valves have attachment points that connect them to other inline components.
When you place an inline component on a schematic line, its attachment points validate that the
schematic line is properly broken.
If an attachment point is being defined in a block for a hand valve, you must also define the rotation angle
of the end connection by using the labeling convention "AttachmentPoint" + [Numeric Suffix] + ":EndCode"
+ [Rotation Angle in Degrees]. For example, a block might have a Point parameter with the label
AttachmentPoint1:EndCode90 for one of its attachment points. The label AttachmentPoint1:EndCode90
indicates that it is the first attachment point for the block and that the end connection at the attachment
point is to be rotated 90 degrees. If you don't want to use end connections with a block for a hand valve,
then use the labeling convention "AttachmentPoint" + [Numeric Suffix].
To snap to an attachment point on a component, you use the Node class snap. The Node class snap also
snaps to a Point class contained in a block or drawing.
In cases where the block completely covers the line behind it, attachment points do not need to be defined.
When configuring symbols for components, keep in mind the following guidelines:
The imaginary vector drawn from Attachment Point 1 (AP1) to Attachment Point 2 (AP2) defines the
direction of the component.
Most components are horizontally oriented, with the vector along the X axis.
Some components, such as Flame Arrestors, have AP1 to AP2 along the positive Y axis. These are
vertically-oriented components.
If the vector is non-orthogonal, it is ignored.
NOTE These guidelines do not apply to items on the Equipment tab of the tool palette or to General
Instruments on the Instruments tab. Equipment (endline components such as tanks and pumps, for
To add a sym
mbol, click Add Symbol
In the Ad
dd Symbols dialog,
d browse
e to a drawing
g that contain
ns the symbo
ol you want to add. Locate it in the
list, click
c Add and
d then Next.
Under symbo
ol, click Edit Symbol.
S
In the Symbo
ol Settings diaalog box, Other Propertiess, locate and sselect Symbo
ol Scale. Enterr a scale facto
or.
To set scalingg behavior, click Scale Mode, and from the list, selecct either of th
he following:
XY in
ndependent scaling:
s Scale
es the compon nent to scale independenttly both verticcally and
horizzontally, depe
ending on whhich direction you move thhe cursor.
NOTE Before e you start this procedure,, make sure th he P&ID tool palette is dissplayed in you
ur drawing an
nd
that the activve tool palettte tab is the one
o where you want to addd the new co omponent (for example, if you
are adding a pump to the e tool palette,, make sure th
he Equipmennt tab is activee).
1. Creaate a new blocck (for exampple: a horizontal centrifugaal pump). Savve the drawin
ng file.
2. Clickk Tools menu Block Ed ditor.
3. In th
he Block Edito
or dialog box, click Currentt Drawing, an d click OK.
4. Makke sure Midpo oint snaps aree off.
5. On the Parameters tab of the Block Authoring palette, cclick Point Parrameter, and place a param
meter
he pump).
(for example: on the inlet of th
6. Right-click the parameter. Click Properties.
7. he Properties palette, Prop
In th perty Labels, enter
e attachmmentpoint1.
8. Clickk anywhere in
n the drawingg, and then prress ESC on thhe keyboard.
9. Creaate another parameter (forr example: att the outlet off the pump), and label it attachmentpo
oint2.
NOTE Instead of creating a new class definition, you can also add a new symbol to an existing class definition.
To add a new symbol to an existing class definition, see To add a symbol to a component definition.
14. In the New Class Definition dialog box, enter a name for the new class definition (for example:
horizontal centrifugal pump).
15. Click OK
16. Expand the node that the new class definition was added to, and select the new class definition.
17. On the right pane, under Symbol, click Add Symbol.
18. In the Symbol Settings dialog box, under Symbol Properties, do the following:
a. Next to Symbol Name, enter a name for the symbol that is being added to the new class
definition.
b. Next to Block, click the [...] button, and navigate to the drawing you created in step 1.
c. Select that drawing and in the Select Block dialog box, select a symbol name (block) from the
list. Click OK.
d. (Optional) Make other changes to the settings of the component you just created.
e. Click OK.
19. On the right pane, make the desired changes to the new class definitions properties, tag format, and
annotation style.
20. Under Symbol, click Add to Tool Palette. The new class definition is added to the active tool palette.
The new tool can be used just like the default tools provided with AutoCAD P&ID, and will be
included in reports.
NOTE If the tool palette is not open when you click Create Tool; the component is still added to the bottom
of the last-active tool palette.
1. Select the line style you want to modify the line arrow behavior for (for example: Primary).
2. Under Line, click Edit Line.
3. In the Line Settings dialog box, under Symbol Properties, to the right of Flow Arrow Style, select a
symbol from the list. Click OK.
4. Click OK.
NOTE You cannot use a drawing file as a block for the symbol; the block you want to use must
be in the drawing file that you select.
5. In the Select Block dialog box, select a block from the Available Blocks list and then click OK.
6. In the Symbol Settings dialog box, change the properties under General Styles Properties and Other
Properties as needed.
7. In the Project Details pane, under Symbol, click Add Symbol.
8. Under P&ID Class Definitions, click the plus sign (+) next to Engineering Items, Lines, and PipeLines or
SignalLines to expand them.
9. Select the line style you want to change the flow arrow for (for example: Primary).
10. Under Line, click Edit Line.
11. In the Line Settings dialog box, under Symbol Properties, to the right of Flow Arrow Style, select a
symbol from the list. Click OK.
12. In the Project Setup dialog box, under P&ID Class Definitions tree, click the plus sign (+) next to
Engineering Items, Lines, and PipeLines or SignalLines to expand them.
13. Select the line style you want to modify the flow arrow behavior for (for example: Primary).
14. Under Line, click Edit Line.
15. In the Line Settings dialog box, under Symbol Properties, to the right of Flow Arrow Style, select a
style from the list. Click OK.
16. Click OK.
1. If the Project Manager is not already displayed, click Tools menu Palettes Project Manager.
2. In the Project Manager, tree view, right-click the project folder. Click Properties.
3. In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class Definitions
to expand it.
4. Under P&ID Class Definitions, click the plus sign (+) next to EngineeringItems and then expand Lines.
5. Right-click over PipeLines or SignalLines. Click New.
6. In the New Class Definition dialog box, enter a name for the new line definition.
7. Click OK. If you selected Selection List or Symbol List, the appropriate dialog box is displayed to let
you create either a selection or symbol list.
If you selected Acquisition, the Select Data Source dialog box is displayed to let you select the source
from which the property value is to be acquired.
8. Click OK.
NOTE If you want to change the name of the property or its type, delete the property and then
add it again.
6. Click OK.
Property acquisition is also useful for maintaining consistent tagging. When you change a source value, tag
formats that are based on acquired properties update automatically throughout the project.
A valve may acquire a size value from a line, for example, because the two are connected in a relationship. A
tank and a furnace, however, have no direct link and no one-to-one relationship between them. Therefore,
you cannot set up an acquisition rule between them.
You can set up property acquisition rules when the following one-to-one component relationships exist:
The following properties have acquisition rules set by default; you can view them when you create a new
project:
Understand
d Initializatiion Only
You select Accquiring (the default) to se et up a prope
erty to acquiree its value fro
om another property.
h permits thee acquisition tto occur only once, when tthe
Alternately, you can selecct Initialization Only, which
component is i first initializzed.
Copy or Mov
ve Compone
ents with Acq
quired Properties Betweeen Pipelinees
When you se et up a compoonent properrty to acquire its value fromm another prroperty (for exxample, a valve size
om the line sizze) and then copy or move
acquiring fro e that valve oonto another line, the valve acquires the
property value from the new
n line. How wever, if the valve
v propertty you are mooving is in oveerride mode, tthe
specific value
e accompanie es the valve.
However, a component
c on sources. Iff sources have identical vaalues or somee
can have multtiple acquisitio
identical valu
ues along with others thatt are unspeciffied, a value ccan be acquir ed. Only wheen the sources have
conflicting vaalues is the accquisition impossible. A qu
uestion markk is displayed in place of th
he acquired vaalue.
Although a pipe
p line group can be assoociated with many
m signal liine groups, a signal line grroup can be
associated with
w only one pipe line grou
up. Once an association
a is established, the followingg capabilities are
available:
3. In th
he Project Maanager, tree view,
v right-clicck the projectt folder. Clickk Properties.
he Project Settup dialog boxx, Project Setttings, click thhe plus sign (++) next to P&ID Class Defin
4. In th nitions
to exxpand the listt.
5. Conttinue to expand the list un
ntil you locate e and select thhe class defin nition whose property acquisition
rule you want to create (for exxample: Engin neering Itemss Inline Asssets Han nd Valves).
3. In th
he Project Maanager, tree view,
v right-clicck the projectt folder. Clickk Properties.
4. In th
he Project Settup dialog boxx, Project Setttings, click thhe plus sign (++) next to P&ID Class Defin
nitions
to exxpand the listt.
dd Property dialog
In the Ad d box, do
o the following:
To add an acquisition
a rule
r for an exxisting prop
perty
1. Go to Project Setup, and expand P&ID Classs Definitions.
he Select Data Source diallog box, Class Properties tab, do the ffollowing:
3. In th
Under
U Catego ories, click thee plus sign (+) next to Engiineering Item
ms to expand tthe list. Contiinue to
expand
e the lisst until you lo
ocate and seleect an item (ffor example: Engineering IItems Lin nes
Pipe
P Line Segments).
Under
U Properrties, select a property (for example: Innsulation Typee). Click OK. 9 In the Projecct
Setup
S dialog box, click OK..
To edit an acquisition
a rule
r for a pro operty
1. If the
e Project Mannager is not already
a displaayed, click Toools menu Palettes Project Man
nager.
2. If the
e correct projject is not already open, open it now.
1. In a drawing, righ
ht-click the co
omponent whose acquisitioon rule you w want to overriide. Click Properties.
he Properties palette, locatte the properrty you want tto change. Click the field in the right co
2. In th olumn.
3. Clickk Acquire Modde
4. Ente
er a new value
e.
NOTE When you export datad from the Data Manager to a Microosoft Excel sprreadsheet, yoou can changee the
operties that are in Acquire
values of pro e mode in Exccel. When yoou import the file into the Data Manageer and
accept the ch
hanges, the new
n values arre displayed and
a the propeerties are auto omatically chhanged to Oveerride
mode.
6. On the Class Settiings pane, unnder Propertie es, locate thee Property Naame column, SSize propertyy. In the
Size row, in the Default
D Value drop-down list, do either of the follow ing:
a.
a To set the e property so
o that it alwayys acquires itss value from PPipeLines.Sizee, select Acqu
uisition
(the default).
b.
b To set the e property so
o that its value
e is acquired once (when a valve is firstt initialized), sselect
Initializattion Only.
Set Up Sele
ection and Syymbol Lists
Selection and symbol listss are used to control a list of predefinedd selections o
of choices. Th useful
hese lists are u
for helping to enforce standard sizes fo
or items such h as piping speecs, piping sizzes, and instrrument types, or
when you waant designerss to select fro
om a predefined set of opt ions.
AutoCAD P& &ID provides a set of selecttion lists. You can add you r own items o or delete item
ms that dont
apply to your environmennt. Drafters caan also enter their own vaalues in the lissts in the Data Manager.
As part of yo
our project setup tasks, you can set up new nge the values of an existin
n selectionn lists or chan ng one.
http://apps.e PLNT3D/en/List/Search?quuery=selectio
exchange.auttodesk.com/P on+lists
Understand
d Symbol Lissts
Symbol lists are similar to
o selection listts in that you designate a vvalue for a prroperty. But w
with a symbol list,
you also defiine the symbo ol to display for
f a compon D drawing. Thhe symbols that you can seelect for
nent in a P&ID
a symbol list have been assigned to the current classs definition oor inherited ffrom a class d definition fam
mily.
7. In th
he Add Properrty dialog boxx, do the follo
owing;
Belo
ow Property Name,
N enter a name for the new properrty (for example: Pump_M
Manufacturerss). The
name cannot conntain any spacces.
8. Clickk OK.
12. In th
he Add Row dialog box, entter the new value
v (for exaample: Gouldss) and a descrription of thee value,
if necessary.
To modify or
o delete item ms in a selecction list
1. If the
e Project Man nager is not already
a displaayed, click Toools menu Palettes Project Man nager.
2. If the
e correct projject is not already open, open it now.
3. In th
he Project Maanager, tree view,
v right-clicck the projectt folder. Clickk Properties.
4. In th
he Project Settup dialog boxx, Project Setttings, click thhe plus sign (++) next to P&ID Class Defin nitions
to exxpand the listt.
5. Conttinue to expand the list un ntil you locate e and select a component or line class d definition (forr
exam mple: Engineeering Items).
7. In th
he Selection List
L Property dialog
d box, cliick the property whose daata you want tto change (fo
or
exammple: Manufa acturers).
9. In th he Add Row dialog box, entter the new valuev and a deescription of the new seleection list entrry (for
exam mple: Bechtell). Click OK. In
n the Selection n List Propertty dialog box,, under Valuee, the new selection
list entry
e is added
d.
10. In thhe Selection List
L Property dialog
d box, se
elect a value ((for example: Goulds). Clicck Delete Roww.
11. In thhe Confirm Deelete message e, click Yes.
12. Clickk OK to close each
e dialog box.
b
7. In th
he Add Properrty dialog boxx, do the follo
owing:
8. In th
he Symbol Listt Property diaalog box, clickk Add Row.
he Add Row dialog box, under Property Value, enter the name of the new sym
9. In th mbol list entryy for
exammple: Jackson
n). Click OK.
To modify or
o delete item ms in a symb bol list
1. If the
e Project Man nager is not already
a displaayed, click Toools menu Palettes Project Man nager.
2. If the
e correct projject is not already open, open it now.
3. In th
he Project Maanager, tree view,
v right-clicck the projectt folder. Clickk Properties.
4. In th
he Project Settup dialog boxx, Project Setttings, click thhe plus sign (++) next to P&ID Class Defin nitions
to exxpand the listt.
5. Conttinue to expand the list un ntil you locate e and select a component or line class d definition (forr
exam mple: Engineeering Items).
7. In th
he Symbol Listt Property diaalog box, clickk Add Row.
8. In th
he Add Row dialog box, entter a value fo or the new sym
mbol list entrry(for examplle: Bechtel). C
Click
OK.
9. In th he Symbol Listt Property diaalog box, sele ect the new syymbol list enttry. Under Blo
ock Value, doouble-
clickk and select th
he block stylee.
10. To delete an entrry, select the entry
e (for exaample: Bechteel) and click D
Delete Row.
NOT TE If you delette a value thaat is currentlyy assigned to a componentt in a P&ID drrawing, the vaalue is
remo oved from the symbol list,, and any com mponent usingg that value i s assigned no o value; the syymbol
assiggned to the block remains to maintain visual v fidelityy.
11. Clickk OK to close each
e dialog box.
b
To modify the
t Standard ds that Supp port a Class Definition
D
1. If thee Project Mannager is not already
a displaayed, click Toools menu Palettes Project Man nager.
2. If thee correct projject is not already open, open it now.
3. In th
he Project Maanager, tree view,
v right-clicck the projectt folder. Clickk Properties.
he Project Settup dialog boxx, Project Setttings, click thhe plus sign (++) next to P&ID Class Defin
4. In th nitions
to exxpand the listt.
5. Conttinue to expand the list un ntil you locate e and select a component or line class d definition (forr
exam mple: Engineeering Items).
7. Clickk Edit.
8. In th
he Standards dialog
d box, se
elect which sttandards suppport the seleccted class. Cliick OK.
Symbol properties. Sets the name of the symbol and defines the block for the connector when it is
inserted into a drawing.
General style properties. Sets layer, color, linetype, linetype scale, plot style, and lineweight.
Other properties. Sets the symbol scale and whether an off-page connector is scaled, rotated, and
mirrored when it is inserted in a drawing.
1. If the Project Manager is not already displayed, click Tools menu Palettes Project Manager.
2. If the correct project is not already open, open it now.
3. In the Project Manager, tree view, right-click the project folder. Click Properties.
4. In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class Definitions
to expand it.
5. Continue to expand the tree until you find the off-page connector (NonEngineeringItems
Connectors OffPageConnector) and select the OffPageConnector node.
6. Right-click Off Page Connector. Click New.
7. In the New Class Definition dialog box, enter a name for the new off-page connector.
8. Click OK.
9. Expand the OffPageConnector node, and select the new off-page connector.
10. On the right pane, under Symbol, click Edit Symbol.
11. In the Symbol Settings dialog box, change the items that make the new off-page connector unique
(for example, you may want to change the description). Click OK.
Due to network configurations, server performance, computer performance, network loads, and a host of
other factors, a precise number of users cannot be given. However, through experience with various clients,
most people start to see performance degradation with between 6 - 10 users.
If you know you will have more than 10 active users, you should implement SQL Server Express or SQL
Server.
You must also use SQL Server if you plan to use Plant 3D with Vault.
Database Types
SQL Server An enterprise-level product offering from Microsoft that includes a database server with
administration tools for replicating databases between sites, and other advanced features
SQL Server Express A free product offering from Microsoft that includes a database server without
advanced administration tools. You can still configure backups.
SQLite An open source file-based database used by developers world-wide. The database engine is fast
with good performance.
Versions
AutoCAD Plant 3D has been run with SQL Server 2005, SQL Server 2008, and SQL Server 2012.
Articles on setting up SQL Server Express and creating backups are available here:
http://www.pdoteam.com/series/plant3d-on-sql-express/
Vault allows you to store the drawing data in a central location, and have satellite offices check in/out
drawings on an as-needed basis. Currently, all xrefs must reside within the project structure, as Plant uses its
own working directory for Vaulted projects.
1. Draw
wing equipme ent & assignin
ng tags
2. Connecting equip pment with proocess lines
3. cing hand valv
Plac ves, reducers and control valves
v
4. Plac
cing instrumenntation
5. Ente
ering equipme ent data and placing
p equipmment annotattions
6. Ente
ering pipeline data and placcing pipeline annotations
7. Plac
cing off page connectors.
c
Launchin
ng AutoCA
AD P&ID
As with other AutoCAD ba ased products
s, you can lau
unch AutoCAD P&ID from either the desktop icon orr from
the programs start menu.. This will invoke AutoCA AD in the P&IDD workspace.. The enviroonment shouldd be
familiar as it is leveraging standard AuttoCAD. The e most importaant elements of the P&ID w
workspace to
o
become familiar with are thet P&ID ribbbon, the tool palette
p and the nager.
e Project Man
The following exercise will demonstratte how to sep parate projectt folders and files from thee drawings yo
ou
create. These folders and subfolders get their own specific settinngs as we will see in this eexercise. Onnce
youve estabblished the required structure you will create
c some nnew drawingss. So, be sure to save thiis
structure, be
ecause you will need it late
er.
3. Fill in
n the first pagge in the new
w project wizaard.
a.
a Project Name:
N AutoCAAD P&ID Am mericas Rese eller Launch
b.
b Description: Americass Reseller Tra aining on Auto
oCAD P&ID
c.
c Location:: C:\Drawingss\Projects
4. Clickk Next.
5. Choo
ose Imperial units,
u click Ne
ext.
7. Leav
ve the rest of the settings as
a is, and clickk Next until yyou reach the final dialog w
where you should
make sure Edit ad
dditional project settings is unchecked. Click Finish.
Notice the ch
heck in the P
Prompt for template checckbox when w we create thee Cooling folder. When you
create a draw
wing in Oil or Fuel the projject default te
emplate will be used. Bu ut, you will bee prompted for the
template wh hen you create drawings inn the Cooling folder.
4. Wheen you click ok, you will get prompted to select how the program
m should proceeed. Choose Merge.
2. Enteer values as sh
hown below:
Place Equip
pment
We are now ready to add d items to the drawing. You u will place 6 pieces of equuipment, to sstart. You will find
the equipmeent in the Equ uipment tab of o the Tool Paallet. While yoou can drag syymbols from the Tool Palleet to
your drawingg, it is best to
o click on the equipment yo ou want to pllace and then n click again w
where you waant it
located on th
he drawing. Place
P the follo
owing equipmment with thee indicated tagg and location on the draw wing:
When you finish your drawing should look something like this: SSave your drawing. We w
will use it as w
we
ercises.
continue through the exe
Secondary lines
When your drawing
d lookss like the one above, you are
a ready to aadd some secondary lines. Your color sccheme
may not mattch what you see in our diaagrams. You can c set your ccolor prefereences in Projeect Settings an
nd we
will cover that later.
Select Secon
ndary Line from the Lines tool pallet and
d start creatinng the lines shown in the ffollowing diaggram.
Select a valve symbol fromm the Valves tool pallet annd start placinng the valves shown in thee following diagram
(reducers aree found in the
e Fittings pale
ette and instrruments, in thhe Instrumennts palette).
Adding Instrumen
ntation and
a tags
Add instrum
ments
As you probaably know, instrumentatio en connected to control vaalves and/or o
on is very ofte other regulating
inline compo
onents. They react on signals such as, pressure, tem
mperature orr flow that tthey receive ffrom
Add tags
Next we will add tags to the
t equipmen
nt. Place the tags
t by right-cclicking on th
he equipmentt you want to tag
and selectingg Annotate ->
> Tag.
Offpage Connecto
ors
Place Connectors on firrst drawing
Quite often a process is laaid out on mu
ultiple drawinng sheets. Thee continuatio n of a pipelin
ne from sheett to
sheet is marked by using Offpage Conn nectors. In this exercise wee will add anoother sheet to our drawing and
connect the continuous pipelines
p with
h Offpage Con he drawing w
nnectors. Let s start with th weve already made.
1. In th
he Non-engine eering palette e, select the Offpage
O Connnector symbo ol.
2. Placee the 5 Offpage Connectorrs as shown in We will add reequired information
n the followinng diagram. W
to th
hese arrows inn a later exerrcise.
1. Right-click on the
e Water subfo
older and creaate a new draawing.
2. Ente
er the followin
ng informatio
on into the Ne
ew DWG dialoog.
3. Right-click the draawing in project manager and enter thee following p roperties:
Tagging Pipeliness
In the follow ou will see the sizes, specss, service and line number that should b
wing figures yo be entered att the
tag assignme ent for each line. After enttering the neccessary inform
mation you wwill also need to place the
different taggs near the ap
ppropriate pippeline. These tags will be pplaced in the first drawing you created..
When you haave finished, the drawing should look liike the one b elow.
1. We are
a trying to connect
c to ann existing off page connecttor. We cannot place conn nectors throu
ugh the
conn
nection routin
ne.
2. The off page conn
nector is in model
m space. The
T viewer cuurrently show ws only modell space. Howeever, as
long as you know
w the line nummber you are connecting
c too, you can sellect it from th
he list.
The drawing number and service should have popu ulated the OP C. You will alsso see a yello
ow exclamatio
on
warning which indicates that
t propertie
es between th
he two drawiings are out oof sync.
Adding Drawing
D and
a Proje
ect Prope
erties
Drawing properties
It is importannt to capture all relevant data
d not only on the drawiing, but in thee data modell, as well. Sincce this
ent P&ID application data stored in the data model w
is an intellige n the appropriate
will automatiically show in
t drawing. Other data not typically shown on th e drawing will be used in ccommon repo
location on the orts.
Well talk about reportingg later. Righ ht now, we want to add m ore information into our p project and drawing
properties.
In the follow
wing figures yo
ou will see the drawing and project prooperties to en
nter for this exxercise. You
u
should see frrom/to drawiing informatio on that was automatically
a y added to thee connectors (this may req quire a
Rebuild, firstt).
Project properties
In the Projecct Setup dialog you will waant to enter in
nformation inn both Projectt Data and Cliient Informattion.
Enter the infformation thaat is shown in the followingg diagrams.
1. Right-click on the
e project name and select Properties.
P
er information
2. Ente n into the Pro
oject Data fields.
3. Select Client Inforrmation and enter
e informaation for thosse fields.
NOTE These are the defauult fields for a project. Morre fields can bbe added andd these fields can be deleteed.
Categories ca
an also be ad
dded and deleeted.
Client Inform
mation properrties to be enttered
When you arre done enterring the information, save your drawinggs.
Click Add File e to the Project folder, whiich for this prroject is C:\Drrawings\Projeects\AutoCAD
e and browse D
P&ID -Americas Reseller Launch.
L Add all
a of the filess in that foldeer.
Etransmit exxample
When these settings have e been made you can create your transsmittal in the same directo
ory as the pro
oject
settings and project draw
wings.
eed to work in the drawing, Main Wateer Flow (the ffirst drawing yyou created).. You
In this exerciise you will ne
will add information to th he equipmentt and to the offpage
o conneectors you creeated earlier..
a. Brow
wse to Engineeering Items > Equipment > Tanks and eenter the follo owing properrty data.
NOTTE Your colum
mns will proba
ably not be in the same ordder as shown in these diag grams. Use the scroll
bar at
a the bottomm of the Data Manager to scroll
s over to these columnns.
NOTTE To undock a palette andd move it to a location withhout allowingg it to dock, hold down Ctrrl.
NOTTE You can freeeze columns in place by riightclicking oon the headerr and choosin
ng freeze.
b. Brow eering Items > Equipment > Pumps and enter the folllowing propeerty data.
wse to Engine
c. Brow
wse to Engine
eering Items > Equipment > Heat Excha ngers and enter the follow
wing propertyy data.
d. Brow
wse to Non En
ngineering Ite
ems > Connecctors > Off Paage Connecto rs and enter tthe followingg
prop
perty data.
Export to
o Excel
Sometimes other
o people need to have e input on what data is asssociated with items in your P&ID. AutoC CAD
P&ID allows you to exporrt data from the Data Manager to an Exxcel spreadsheet which can n be modifiedd by
others and im
mported backk into your drrawing througgh the Data M Manager. Thiss can be eitheer Project or
Drawing specific data. Wh
hen you impo ort the spreaddsheet, all chaanges will be highlighted aand you havee the
opportunity to accept or reject the chaanges. You caan accept/rejeect the changges one at a time or all at o
once.
he Data Manaager make surre that you arre looking at PProject Data (check the drropdown).
1. In th
2. Select Primary Lin
ne Segments and export
5. Return to
o AutoCAD P&
&ID and impo
ort the updated
u spreeadsheet. Loo
ok at the Dataa Manager. Eaach line
that has a change is preceded by a yellow highliighted cell annd every cell tthat has changed is highligghted.
Notice, also, that whe
en you mouse
e over a changged field, the previous valu
ue for that fieeld shows in tthe tool
tip, next to the cursor.
In this exerciise we will aggain export daata, but in this case it will bbe formatted
d in a specific report type.
Make sure th
hat your Dataa Manager is set
s to Projectt Reports (cheeck the dropd
down).
The highlightted list, above, shows the default reporrt types. You can also creaate custom reeport templattes. This
procedure iss detailed in the help files.
1. Highhlight (click on ports and click on the Expoort tool. 3 Maark the checkbox for each of the
n) Project Rep
follo
owing report types:
t
Control
C Valve e List
Document
D Reegistry
Equipment
E List
Instrument
I Liist
Instrument A device used directly or indirectly to measure and/or control a variable. The
term includes primary elements, final control elements, computing devices, and
electrical devices such as annunciators, switches, and push buttons. The term
does not apply to parts (e.g., a receiver bellows or a resistor) that are internal
components of an instrument.
Instrumentation A collection of instruments or their application for the purpose of observation,
measurement, control, or any combination of these.
Local Designates an instrument, controller, or control station which is installed in the
vicinity of the component or device which it affects, as opposed to one mounted
in a remote panel or control station. The word field is often used synonymously
with local.
Manual Loading Station A device or function having a manually adjustable output that is used to actuate
one or more remote devices. The station does not provide switching between
manual and automatic control modes of a control loop (see controller and control
station). The station may have integral indicators, lights, or other features. It is
also known as a manual station or a manual loader.
Measurement The determination of the existence or the magnitude of a variable parameter.
Monitor A general term for an instrument or instrument system used to measure or sense
the status or magnitude of one or more variables. The term monitor is very
unspecific as it can sometimes meaning analyzer, indicator, or alarm. Monitor can
also be used as a verb.
Monitor Light Synonym for pilot light.
Panel A structure upon which are mounted a group of instruments, and which houses
the operator-process interface. A panel may consist of one or several sections,
cubicles, consoles, or desks. A synonym for board.
Panel-Mounted A term applied to an instrument that is mounted on a panel or console and is
accessible for an operators normal use. A function that is normally accessible to
an operator in a shared-display system is the equivalent of a discrete panel-
mounted device.
Pilot Light A light that indicates which of a number of normal conditions of a system or
device exists, as differentiated from an alarm light, which indicates an abnormal
condition. The pilot light is also known as a monitor light.
Piping and A schematic (diagrammatic) representation of the piping, ductwork, and
Instrumentation equipment showing the physical/functional relationship among the various
Diagram (P&ID) components for the purpose of depicting a given systems flow, temperature,
Object table A table that contains specific information about a class or a property of a class.
For example, Pumps is an object table of the Equipment family table.
Off-page connector The graphical representation on a P&ID drawing of the continuance of a line
from one project drawing to another.
Orthogonal The default AutoCAD P&ID schematic line behavior of connecting at 90-degree