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CADWorx Video Training Series Lesson One - Getting Started

Lesson One Getting Started

Some topics covered in this lesson: You will . . . Set up the screen for first time use Save your Workspace Learn to place components Learn dimensioning procedures Set up and use the Bill of Materials Learn how to annotate components Learn how to set up Line Numbering Learn how to use the graphic labels in the system See that techniques you learn here will be useful when simple quick drawings are needed
Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

This lesson is the text portion of the video called Lesson One. This lesson covers all that you will see in the video, step-by-step. It is a written roadmap you can use to work your way through the exercise. I recommend you play the video for a while and watch the first part of it. Then pause it and do the step-by-step instructions in this lesson. You can then go back to the video and repeat the process. If you need to look at something more than once, you can always replay the video through that section. Thats the great thing about having a video to replay: you can clear up any part of the lessons that you may have questions about, and you wont have any aspect of this course that you wont understand. So start the first video, and after a few minutes pause it. Then do the steps that follow. Good luck and congratulations! Youre on your way to Mastering CADWorx Plant Professional Software!

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

Click the video buttons shown (Piping, Lesson One, Video One). The Video One gets you started and introduces the screen setup. When youve finished viewing Video One, click the Video Two button. It will get you started setting up your drawing. Start CADWorx Plant Pro by double clicking on the CADWorx icon. 1. Click on the Use a Template button

Starting up a drawing in CADWorx

In this system you always use a template

You can bring your border in at any time

2.

Click on the Metric.dwg and click OK.

Using a template sets Units and other AutoCAD variables

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

Initial Settings When you start to work with CADWorx, everything is drawn to scale. So you have to set the system for a certain size (pipe diameter) and specification. 3. 4. Click Plant Click Setup

You always set the size and spec

5. 6. 7.

Click Size Set the Main Size to 4. Set the Reduced Size to 6 (seems backwards but thats what we want to do here).

8. Click OK to exit the size settings, and 9. Click Specification 10. Set the Specification to 150_M.spc

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

Selecting the Spec

11. Set the Drawing Mode to 3D Solids.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

12. Click the Scale Button

Selecting the Scale

13. Set the Scale to be 1:20, and click OK to exit that dialog box. 14. Click the Border Button. 15. Click Predefined.

Inserting a Border

16. Click the 594x420 (Iso-A2) Border, and click OK.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

Clicking the User Name/Date/Time stamp box

17. Click the box for the User Name/Date/Time stamp and click OK. 18. Click OK to exit the dialog box. 19. Type: Specview <Enter> You will see the information contained in the 150_M spec appear in the left area of the screen. This is the Specview tool palette, and it is where youll go to select items to insert into the drawing (shown in AutoCAD 2009 version). Opening the CADWorx Specview tool palette

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

If youre In AutoCAD 2009, set the Workspace first to 3D Modeling. Then (all AutoCAD versions) save your Workspace as CADWorx Specview. (If you dont have a Workspace toolbar open, right click on any AutoCAD button, and click on Workspace). Saving your screen setup using the Workspace command

20. 21.

Click the Save Current As and name it CADWorx Specview This will save all your screen settings and you can always restore them at a later time if needed. Now, lets save the drawing and get started.

Saving the Drawing

22. 23. 24. 25.

Click Save As. Path to the C:\CADWorx Video Training\Lessons folder. Enter the drawing name: Lesson_One<Enter>

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

Placing Components 26. Click the Weld Neck Flange button.

27. 28. 29. 30.

Right click and click Face end. Click a point to place the face of the flange in the upper right area of your drawing. Drag the mouse to the right, and click (to indicate the direction you want to flange to be placed. Zoom as needed to see the flange.

Placing a Flange

31. .

Double click on the Flange to see the data associated with it (this is data coming from the spec).

Viewing the flanges data

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

CADWorx Video Training Series Lesson One - Getting Started

32.

Click on the Reducer, Eccentric button.

33. 34. 35. 36.

Right click on the mouse and click Small End. Press <Enter> and drag the mouse to the right and click. The Reducer will connect automatically to the back of the flange. Type U <Enter> (for flat side up orientation of the Reducer).

Placing a Reducer

37.

Click the Pipe button.

Adding Pipe

38.

Press <Enter> on the keyboard (the pipe will connect automatically to the reducer). Note: Always press <Enter> to connect one component to the previous one. This will save a lot of trouble for you in the future, because it will help prevent connection errors between components. (A great example of this is when you connect to a gasket its easy to miss!)

Important! Guaranteeing good connectivity between components

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

39.

Drag the mouse to the right (to indicate the direction) and Type: 336 <Enter> (all lengths expressed in mm unless otherwise noted).

Placing pipe

Note: Were entering a length of 336 for this exercise. Later you will learn about router lines and see how to draw pipe segments in a different manner.

40. 41.

Click the Weld Neck Flange button. Press <Enter> on the keyboard (to connect automatically), drag to the right and Click.

Placing a Flange, Gasket, and Gate Valve

Notice, the system placed a Gasket automatically.

42.

Click on the Gate Valve button.

43.

Press <Enter> on the keyboard to connect automatically,

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

44. 45.

Drag the mouse to the right and click. Click the direction for the valve top works as shown in the video if you are running CADWorx 2009.

Note: If you are not running CADWorx 2009 you will not be prompted for the valve top works. Youll add it in during a later section of the lesson. Note: The size and shape of the valve top works will be changed in a later lesson to a standard size. 46. Click on the Weld Neck Flange button.

Continuing to place components

47. Press <Enter> on the keyboard to connect automatically 48. Drag the mouse to the right and click.

Placing a Tee

49.

Click on the Tee button. Note: Click on the Tee button, not the Reducing Tee button!

50.

Press <Enter> on the keyboard to connect automatically.


Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

51. 52.

Drag the mouse to the right and click (for the run direction). Then drag the mouse straight down (for the branch direction) and click.

Click on the Pipe button.

53. 54.

Press <Enter> on the mouse, then drag to the right and Type: 1800 <Enter>

Placing pipe of specific lengths

55. 56.

Click Pipe and click on the bottom of the Tee. Drag straight down and Type: 2128 <Enter>.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

57. 58.

Place an Elbow at the bottom of the last pipe segment. Click the Elbow button.

59. 60. 61.

Press <Enter> on the keyboard, to connect automatically. Drag down with the mouse and click (to indicate the elbow corner direction). Drag to the left and click (to indicate the direction of the end of the elbow).

Placing an Elbow

62.

Copy down the Flange, Gate Valve, and Flange, as shown in the video. You can Copy components in CADWorx using normal AutoCAD commands

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

63. Click Pipe. 64. Click on the end of the flange (be sure to use Osnap). 65. Drag the mouse to the left, 66. And Type: 250 <Enter>. 67. Copy down the Reducer and Flange as shown.

Copying groups of components

68. Save the drawing intermittently.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

69.

Working in a similar fashion as you have been doing, add the remaining pipe segments and fittings. Use the measurements shown in the figure, when you type in the values for the lengths of the pipe segments.

70.

Finishing up placing the components

Saving the file

71.

Save your drawing when completed to this point.

Adding Nozzles

72. 73.

Click on the Long Weldneck tool button. Right click on the mouse, click Length, and type 200 <Enter>

Adding Nozzles

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

74.

Zoom in around one of the six inch flanges on the right, and using the OSNAP Endpt, click on the Gasket, then drag to the right and Click.

Adding Gaskets and Nozzles

75.

Double click on the Long Weldneck you just placed, and notice the information contained in this dialog box. a. The Long annotation area shows how the item will be listed in the Bill of Materials List. b. The Tag is a field that can contain connection info (Nozzle 1 of Pump 123) or, in the case of a valve, a valve tag. All components carry weight. c. The Length field is fixed, it cannot be edited.

Viewing the Nozzle data

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

76.

Click on the Existing check box, and set the nozzle to existing. This will make it an item that will be shown on an iso, but not called out in a material list. (Its like the nozzle exists on a vessel in the area, and we just want to connect to it). Click OK when done, and notice how the flange has changed. Repeat these steps and place a nozzle (Long Weldneck) on the other 6 flange. Near the top of the screen, in the CADWorx tool pallet:

77.

Setting the nozzle to be an Existing components

78.

79.

80. Set the Main Size to 4 (dont worry about the Reduction size, it doesnt matter for this step).

81.

Click on the Gasket button.

Adding the 4 Gaskets and Nozzles

82.

Click on the left edge of one of the 4 flanges, drag the mouse to the left, and click (place a gasket on the face of one of the 4 flanges).

83.

Click on the Long Weld Neck flange button.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

84. 85. 86. 87. 88. 89.

Right click on the mouse and click Length. Type: 200 <Enter> (to set the length to 200mm). Press <Enter> again on the keyboard to connect automatically to the gasket. Drag the mouse to the left and Click. The Long Weld Neck flange (the Nozzle) will be placed correctly. Double click on the nozzle and set it to Existing.

Setting the Nozzle to 8 in length, and making it existing, which means it will come out in the Isometric drawing, but not in the Material List

90.

Notice theres a space between the Nozzle and the flange it connects to. The Gasket creates the space between them. This is how it should look.

Viewing a proper Gasket

91.

Repeat for the other 4 flange, or copy the gasket and nozzle up to it. Your drawing should look as shown at this point.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Adding Bolts 92. Type: Autobolt <Enter> 93. Window the drawing and press <Enter> 94. Bolts will be placed in the drawing (the system puts bolts for each Gasket). 95. Double click on one of the Bs laying on a Gasket (the Bs are for Bolts).

Adding Bolts to the drawing

You can see what the system has put in for bolt information.

Viewing the Bolt Data

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Adding Olets (Drains) 96. 97. Turn on the OSNAP, OTRACK, and POLAR buttons at the bottom of the screen. Click the Main Size area in the tool pallet. Setting the system to show Threaded Components

98. Set the main size to 6, and the reduction size to . 99. Zoom into the upper left area of the piping.

100. Click the Settings tab on the Specview tool pallet. 101. Click the Show Threaded checkbox.

102. Click Thredolet

Placing a Thredolet

103. Move the cursor right over the point where the pipe and the reducer meet, but dont click just hover the crosshairs right over that intersection point. 104. The OSNAP will acquire the point. A Drag slightly to the right (youll see the tool tip box appear). Note: OSNAP Nearest can interfere with Tracking.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

105. Type: 125 <Enter> 106. Drag the mouse toward the bottom of the drawing (in the Y direction) and click. 107. The OLET (Thredolet) will appear, and be oriented toward the bottom of the screen.

108. Pick the Nipple button.

Placing a Pipe Nipple

109. Right click and Type: 100 <Enter> 110. Press <Enter> (to connect to the OLet, the last component drawn). 111. Drag the mouse toward the lower part of the drawing and click. 112. Press <Enter> <Enter> (to set the ends of the nipple to threaded, threaded). 113. Double click on the Nipple. In the dialog box, youll see TBE (for threaded both ends).

Setting the End Conditions of the Pipe Nipple

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

114. Click OK, to exit the component edit dialog box. 115. Click the threaded Gate Valve button.

Placing a threaded Gate Valve

116. Press <Enter> (to connect to the last component). 117. Drag the mouse down and click.

118. In a similar fashion place another olet, nipple, and gate valve on the pipe segment at the lower right area of the drawing.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Put it 100 from the end of the flange. See illustration which follows.

Placing the other branch

Your drawing will now look as shown.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Running a Continuity Check At this point it would be good practice to run a continuity check. This insures that the components youve placed in the drawing are connected correctly. To run this check: 119. 120. 121. 122. 123. Click Plant Click Utility Click Continuity Window the drawings and press <Enter> Type: 300 <Enter> (to have the system show the ends of the pipe runs and branches with a 300 diameter circle). 124. Press <Enter> (for the 0.0010 precision).

Running a Continuity Check

Continuity Checks should be run on each line as a standard procedure

This insures that you will produce correctly drawn piping models and drawings

Your drawing should look as shown.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Your drawing should look like the previous figure. The circles indicate that a piping run has started and stopped. They also will appear at the start points and end points of any branches (like the thredolets). If you have additional circles appearing in the middle of the runs, this indicates an incorrect gap or an overlap between components. This can be caused by not pressing <Enter>, as you connect one component to the next, or not having a good OSNAP connection between components. These errors must be corrected before continuing on, since they will cause problems with the isometric drawing you will be generating soon. If you get extra circles, zoom into the area and take a close look. Click on the circles and light up their grips. You will either see gaps between centerlines, places where gaskets are placed incorrectly (not positioned right between flanges, but actually partly inside one of the flanges), or overlapping centerlines. All of these errors will cause an extra circle to appear in a pipe run where it is not expected. Here are some examples

Extra circles that occur during the middle of a piping run, instead of at the ends, indicate errors

All continuity errors must be fixed before proceeding with the drawing

A failure to fix continuity errors will cause problems in generating isometrics, and possibly give errors in material lists

Overlapping centerlines

Centerlines with gaps

Valve not placed correctly against gasket

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Line Numbering 125. Click the Line Number Setup Tool Button.

This brings up the Line Numbering System Dialog Box.

Starting the Line Number Setup command

By default, the system uses Size-Spec as its line number. Youll change that now, to a different line number format. Your line number will be Size-Service-Count-Spec.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Setting up the Line sequence. 126. Click the down arrow under Category. Setting up the Line Numbering sequence

127. Click on Service, and click Add.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

The category Service appears in the list. 128. Click the down arrow under category again (as shown previously) and click Count. Then click Add. 129. The Count is now added as part of the line number.

Adding the other categories that make up the line number

130. Click in the area under Separator, and type in a dash (hyphen). 131. Click Add. 132. Click Add again (two dashes are added to the line number list).

Now, youll arrange the line number to be Size-Service-Count-Spec.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

133. Click on the word Service, to highlight it. Click on the Move Up button to move it up in the list, below Size.

Adjusting the line number categories

134. Click on the word Count, and move it up to be below Service. 135. Click one of the dashes in the list, to highlight it, and move it up between Service and Count (use the illustration, or the video to see whats being described). 136. Continue to Move up the dashes, and the Size/Service/Spec categories as needed to set up a line number list as shown. 137. Click OK when done, and Save the drawing at this point. 138. Click on the Line Number Setup tool button again to open the dialog box. 139. Click Service, and in the Default value area, highlight the word Service and type in LH <Enter>. 140. Click Count, and change it to 1000. 141. Click OK to exit this dialog box.

Setting the values for the fields in the line number

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Updating the Line Number in the Components 142. Type: Nba <Enter> (for Line Number Assign) Note: A list of CADWorx commands that you can type in can be found by clicking Tools (pull down menu), Customize, Edit Program Parameters. The file will open in Notepad, and you can see all the commands that can be typed in. The CADWorx commands are toward the bottom of the file.

Embedding line numbers in all the components

143. Select everything in the drawing, and press <Enter>. 144. Type: A <Enter> (for All). This will assign the new line number to all of the components. To verify: 145. Double click one off the Gate Valves in the drawing. Youll get a dialog box showing the new line number assigned to the valve.

Verifying the line number has been updated

Click OK to exit this dialog box.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Annotation (Dimensions, Bill of Materials, Line Number labels, etc.) - Paper Space or Model Space? You can dimension the drawing and add labels to it either in Model Space or Paper Space, depending upon your preferences and also the job requirements. When you do 3D Modeling, you will typically use Paper Space for these tasks, since it lends itself so well to working in 3D. In this example, you will place the dimensions and annotation in Model Space, and later you will be shown both methods. 146. Move your drawing down into the Border as shown. (Leaving room on the right for a Bill of Materials).

Moving the drawing over in the border area

Selecting the Automatic Dimensioning option

147. Click Plant 148. Click Dimension 149. Click Automatic

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

150. Right click on the mouse and type: 675 <Enter> (This sets the dimension lines 675mm away, to scale, from the objects. 151. Click a point, as shown, in the center of your pipe drawing.

Placing dimensioning automatically

152. The dimensions will appear.

153. Erase the two dimensions/lines on the left edge of the sheet, then using grips, move the two overall dimensions out to the ends as shown.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Running a Bill of Materials Note: This exercise will use the default BOM in CADWorx. For setting up different BOM layouts, or exporting the BOM out to a spreadsheet or database, please see the video with that section on it. 154. 155. 156. 157. Click Plant Click Bill of Material Click Tag Click Toggle (this turns off the piece mark bubbles). Running a Bill of Materials

Running the Bill of Materials 158. 159. 160. 161. 162. 163. Click Plant Click Bill of Material Click Run Click Cut Press <Enter> (to select objects) Window the drawing and press <Enter>.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

164. Click a point in the upper right corner of your border. 165. The Bill of Materials will appear.

Viewing the Bill of Materials

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

166. At this point the drawing is almost completed. 167. Click Plant, then click Graphics. 168. Click Plan

Placing some Graphic Labels

169. A dialog appears with Head highlighted. 170. Click OK

171. Click a point on your drawing under the piping drawing to place this Plan label. 172. Drag the mouse to the right and click (for orientation), or you could also Type: 0 <Enter>, to orient the label at 0 degrees. Either way is fine. 173. Type 1:20 <Enter>, and the label will appear. 174. Save the drawing at this point.

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Line Number Annotation 175. Next youll add some Line Number and Component Annotation. To bring up the Line Number tool bar: 176. 177. 178. 179. Click Plant Click Tool bars Click Line Numbers Dock the Line Numbers tool bar at the top of your screen. 180. Click the third tool button over, for Line Number Annotate.

Placing some Graphic Labels

Annotating (labeling a Line Number)

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

181. Click the pipe segment in the top center area of the drawing. 182. Click a point to place the text. 183. Drag the mouse to the right and click, or 184. Type: 0 <Enter>. 185. The Line Number annotation will appear.

Placing the line number label

186. Place another Line Number label on the vertical segment, on the left. To tell the text to go up and down, you will need to type 90, for the rotation angle, or drag the mouse up toward the top of the screen and click. You can see this in the video. Placing a line number label in vertical

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Component Annotation Next youll label a couple of the fittings. 187. 188. 189. 190. 191. 192. 193. 194. 195. 196. Click Plant Click Text Click Annotate Click Component Press <Enter> (for Short Annotation). Click the 6x4 reducer in the top left area of the drawing. Right click on the mouse and Click Leader Click a point where you want the text to start. Use the Grip on the text to drag it into position like you want it to look (see the video for how this works). 197. You can also use a Grip to move the arrowhead of the Leader where you want it to point (on the edge of the reducer).

Annotating components

The annotation text height matches the dimension text height.

If you want to make it smaller, you will have to change the dimension text height (in Format, Dimension Style)

198. Repeat for the 6x3/4 Thredolet at the bottom left of the drawing.

You can also annotate the components without using the Leader option, and draw your own Leader later. This will give you smaller text as well

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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CADWorx Video Training Series Lesson One - Getting Started

Congratulations! This concludes the first lesson. You are well on your way to mastering CADWorx Plant Pro software!

Written by Anthony W. Horn 2011 CAD Training Technologies, LLC Houston, TX USA

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