Configutacion Dtis

desk AutoC
A CAD P&
&ID 22014
Autod
Advanced Configguration Guide
Admiinistraator Trainin
T
ng
Contents
Chapter 1: Project Configuration .......................................................................................................................... 6
Project Files ...................................................................................................................................................... 6
Read-Write Issues ............................................................................................................................................. 7
Other Files Important to the Project ................................................................................................................ 7
Summary of Access Rights ................................................................................................................................ 8
Chapter 2: Project Setup ...................................................................................................................................... 9
Create a Project ................................................................................................................................................ 9
Chapter 3: Data Manager ................................................................................................................................... 11
Export/Import ................................................................................................................................................. 11
Set Up and Export Reports ......................................................................................................................... 11
Procedures: Export Reports ........................................................................................................................ 12
Import Reports and Reconcile Changes ..................................................................................................... 12
Procedures: Import Reports ....................................................................................................................... 14
Chapter 4: Project Tool Palettes ......................................................................................................................... 16
Copy the default tool palettes to the network ............................................................................................... 16
Chapter 5: Project Customization....................................................................................................................... 19
Symbols........................................................................................................................................................... 19
Create a pump from an existing pump ....................................................................................................... 19
Properties ....................................................................................................................................................... 21
Set up Properties for Components and Lines ............................................................................................. 21
Tag Formats .................................................................................................................................................... 22
Setting up tag formatting ........................................................................................................................... 22
Set Up Tag Formatting for a Class .............................................................................................................. 22
Set Up Tag Formatting Using Acquiring Properties .................................................................................... 23
Set Up Tag Formatting for a Pipe Line Group ............................................................................................. 23
Understand Default Tag Formatting Templates ......................................................................................... 23
Build Tag Formatting Expressions............................................................................................................... 23
Understand Tag Uniqueness ...................................................................................................................... 24
Annotation ...................................................................................................................................................... 30
Setting up Annotations ............................................................................................................................... 30
Tool Palettes ................................................................................................................................................... 38
Rearranging Tools and Tool Palettes .......................................................................................................... 40
Sharing project drawings ................................................................................................................................ 40
Chapter 6: Printing Project drawings.................................................................................................................. 41
Plotting ........................................................................................................................................................... 41
Plotter Manager ......................................................................................................................................... 41
Layouts........................................................................................................................................................ 41
Page Setups ................................................................................................................................................ 41
Plot Styles ................................................................................................................................................... 41
Plot Stamps ................................................................................................................................................. 42
Publishing to DWF .......................................................................................................................................... 42
To publish a DWF file, use any one of the following methods: .................................................................. 43
Viewing P&ID DWF files in AutoCAD P&ID ..................................................................................................... 44
The Publish Dialog Box ............................................................................................................................... 45
Online Collaboration................................................................................................................................... 48
Chapter 7: Audit and Maintain Projects ............................................................................................................. 48
Project Audits ................................................................................................................................................. 48
Project Compression....................................................................................................................................... 49
Procedures: Audit and Maintain Projects....................................................................................................... 49
Chapter 8: Customization ................................................................................................................................... 50
Symbols........................................................................................................................................................... 50
Convert AutoCAD Block to P&ID Symbol .................................................................................................... 50
Adding a New Block to Your Project ............................................................................................................... 51
Data Properties ............................................................................................................................................... 54
Set Up Properties ........................................................................................................................................ 54
Procedures: Set Up Properties ................................................................................................................... 55
Exercise: Adding new properties ................................................................................................................ 57
Layers & Colors ............................................................................................................................................... 58
Component Characteristics ............................................................................................................................ 61
Set Up Class Definitions for Components and Lines................................................................................... 61
Procedures: Set Up Class Definitions for Components and Lines .............................................................. 62

Set Up Symbol and Line Settings ................................................................................................................ 65
Procedures: Set Up Symbol and Line Settings ............................................................................................ 65
Configure Symbols for Components ........................................................................................................... 67
Procedures: Configure Symbols for Components ...................................................................................... 70
Configure the Appearance of Lines ............................................................................................................ 77
Procedures: Configure the Appearance of Lines ........................................................................................ 77
Procedures: Set Up Properties ................................................................................................................... 79
Set Up Property Acquisition ....................................................................................................................... 81
Procedures: Set Up Property Acquisition ................................................................................................... 84
Set Up Selection and Symbol Lists .............................................................................................................. 92
Procedures: Set Up Selection and Symbol Lists.......................................................................................... 93
OffPage Connectors ...................................................................................................................................... 103
Procedures: Set Up OffPage Connectors .................................................................................................. 103
SQL Server..................................................................................................................................................... 105
Vault.............................................................................................................................................................. 106
Appendix A Additional Exercises ................................................................................................................... 108
Creating a P&ID drawing .............................................................................................................................. 108
Launching AutoCAD P&ID ............................................................................................................................. 108
Creating a project ......................................................................................................................................... 110
Create a drawing and place equipment ....................................................................................................... 115
Create drawing ......................................................................................................................................... 115
Place Equipment ....................................................................................................................................... 116
Adding primary and secondary lines ............................................................................................................ 118
Primary lines ............................................................................................................................................. 118
Secondary lines ......................................................................................................................................... 118
Placing inline components ............................................................................................................................ 119
Adding Instrumentation and tags ................................................................................................................. 121
Add instruments ....................................................................................................................................... 121
Add tags .................................................................................................................................................... 122
Offpage Connectors ...................................................................................................................................... 123
Place Connectors on first drawing ............................................................................................................ 123
Create second drawing ............................................................................................................................. 124

Place items on new drawing ..................................................................................................................... 125
Tagging Pipelines .......................................................................................................................................... 126
Connecting Off Page Connectors .................................................................................................................. 129
Adding Drawing and Project Properties ....................................................................................................... 131
Drawing properties ................................................................................................................................... 131
Project properties ..................................................................................................................................... 132
Project Transmittal ....................................................................................................................................... 134
Data Manager ............................................................................................................................................... 137
Export to Excel .............................................................................................................................................. 140
Reporting ...................................................................................................................................................... 142
Appendix B Glossary of P&ID Terms ................................................................................................................. 144
Glossary ........................................................................................................................................................ 144
Appendix C ........................................................................................................................................................ 148
Glossary of Application Terms ...................................................................................................................... 148
Chapter 1: Project Configuration

Project Files
Each project has one of each of these files:
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
Various Report Templates Directory

o
o
o
o
o
o
o
o
ControlValve.XML
DocumentList.XML
EquipmentList.XML
InstrumentationIndex.XML
LineList.xml
LineSummary.XML
NozzleList.XML
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.
AutoCAD P&ID Advanced Configuration Guide
Page 6
Once you start working, the data cache is created one per project. These cache files are:
ProcessPower.dcf
ProcessPower.dcfx
Iso.dcf
Iso.dcfx
Misc.dcf
Misc.dcfx
Ortho.dcf
Ortho.dcfx
Piping.dcf
Piping.dcfx
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.
Other Files Important to the Project

The DWT (drawing template) file can be either shared from some project directory OR on each users
workstation. The project.xml points to the DWT, and this path can be either local or network. Out of the box
it is where all the other ACAD DWT files - C:\Users\%USERNAME%\AppData\Local\Autodesk\AutoCAD Plant
3D 2015\R20.0\enu\Template
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)
Page 7
Path
h to DWT file
ProcessPowe
er.dcfx is the schema struccture. It contaains
ALL the
t CLASSES (like
(
EQUIPMENT, PUMP, HandValve, G
GateValve)
PROPERTIES for these classes. (like MANUFFACTURER, Sizze, Service) in
ncluding if thiis property is a
mber, text, ele
ection list.
num
Display Names fo
or the CLASSES
Defaault values forr the PROPER
RTIES.
If the
e property is a selection lisst, what list to
o use.
ProjSymbolSStyles.DWG co
ontains
The symbols (bloccks) assigned to the classe
es
Any annotations
f
definitions
Tag format
The various report temp
plates contain
n info on wh
hat propertiees to display in the reporrt. This includ
des the
nd selected PROPERTIES.
JOINS, FILTERS, SORTS, an
Power.dcf file
e is a database that contains all the dat a records.
The ProcessP
Summarry of Acce
ess Rightss
AutoCAD P&ID Advanced Confiiguration Guide
Pagge 8
Chapte
er 2: Pro
oject Se
etup
Create a Project
Create a new
w project to use
u as the deffault for the exercises
e
youll perform in this book.
Click New Prroject from th
he Project Maanager drop down
d
in the riibbon.
Pagge 9
In the Projecct Setup Wizard, enter these values:

Nam
me My Proje
ect
Desccription My project for Getting
G
Start Guide tasks
Notice that you
y can copy settings from
m existing project.
Keep clickingg next to acce

ept the default settings forr Symbol set, drawing path
hs, and datab
base types. Click
Finish at the last screen.
Pagee 10
Chapter 3: Data Manager

Export/Import
Set Up and Export Reports
You set up reports in the Project Manager. You can export reports either from the Project Manager or the
Data Manager, but you view and manipulate reports in the Data Manager.
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.
Report Template
Equipment List
Line List
Contents
Data about equipment components and what drawing they are
in.
Data about piping segments grouped by line number and what
drawing each is in.
Line Summary List
List Data about the pipeline groups and what drawing they are in.
Instrument Index
Data about instruments, what drawing they are in and what they
directly connect to, if anything (can be a line, one or more other
instruments, or equipment).
Data about valves, what line segment or group they are on, and
what drawing they are in.
Data about nozzles, what equipment they are on, what drawing
each is in, and what line (segment and group) they are connected
to, if any.
Data about control valves, what drawing they are in, their line
number, size, and so on.
Valve List
Nozzle List
Control Valve List

Document Registry
Data about drawings in the project.
Page 11
Proceduress: Export Rep

ports
To export a report
Open the Daata Manager.
In the Data manager,

m
you
u can select which
w
report should be expport and then click the Export button to
o send
it to Excel.
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
c accept orr reject the re
equested chan
nges.
report. You can
The Microsoft Excel spreaadsheet or co
omma-separatted value (CSSV) file you im
mport must usse the same
report template as the report into whiich you are im
mporting.
Import Micrrosoft Excel Spreadshee
ets
If the spread
dsheet does not
n contain an
ny worksheets that match report types,, the file doess not import aand
you receive a warning. If there
t
are one
e or more worksheets thatt match a rep
port type, the program imp
ports
those worksheets, but ign
nores any columns with he
eader fields thhat do not match the repo
ort into which
h you
are importing.
Pagee 12
Import CSV Files

If the report type of the imported CSV file does not match the report type into which you are importing, the
import ignores the content. For example, you select a report type for a Valve List. If you import a CSV file
containing an Equipment List, the import ignores the Equipment List report because it does not contain
valve data.
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.
View Pending Changes in the Drawing
In a drawing, you can graphically view each component or line that has pending changes before you
accept or reject the change, simply by clicking on the row header of the pending change in the Data
Manager.
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.
Page 13
Proceduress: Import Reports

To import a report from
m Microsoft Excel
Open the Daata manager. Select the rep
port you wish
h to import. CClick the impo
ort button, an
nd browse to the file
you want to import. Changes will be highlighted in
i yellow.
ess, you can lo

ocate and vie
ew changes byy clicking thee row header. AutoCAD P&
&ID will
While in the import proce
ng and displayy a temporaryy rev cloud arround the item
ms with the cchange.
open the affected drawin
m
t buttons can be used to acccept or rejecct changes. Frrom left to rigght, they acceept the
The change management
selected row
w change, reje
ect the select row change, accept all row
w changes, reeject all row cchanges, and draw a
temporary re
evision cloud around the changed
c
items in the draw
wing.
Pagee 14
o right-click in
n a cell to acccept or reject the change. P revious valu
ues may be seeen by hovering over
You may also
a changed ce
ell.
Pagee 15
Chapte
er 4: Pro
oject To
ool Pale
ettes
In this procedure, you willl create tool palettes on th
he company nnetwork and then path the user profilee to use
those palette
es. The paletttes will be sett to read-onlyy so that onlyy the administtrator may ch
hange the palettes
on the netwo
ork.
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.
The UserDattaCache folde
er is a hidden folder. You may
m need to ggo to Folder aand Search op
ptions.
view tab, and
d make sure hidden folderrs are visible.
Go to the
Copy the con

ntents of thatt folder. Neve
er modify, mo
ove or delete the contentss, these files aare used by
AutoCAD to reset user changes.
Pagee 16
Paste the contents in a fo

older or your network.
n
For example, passte the conteents to Q:\Palettes.
he palettes, open AutoCAD
D options (OP), and select tthe Files tab. Navigate to tthe Tool Paleette File
To modify th
locations pro
operty, and alter the path to match the
e new networrk location.
Once your paath is set to this location, add

a symbols to palettes ass you need to
o. The best practice is to
o use
the existing tool
t
palette groups
g
(PIP, ISSA, etc.) and palettes,
p
and organize thee new symbols. Otherwisse, you
may have to do extra adm
min work updating user too
ol palette grooups for each install.
Pagee 17
After you mo
odify the tooll palettes inside of AutoCA
AD P&ID, closee the program
m. Changes to
o the palettess do
not get saved until the prrogram is clossed. After the program is cclosed, navigaate to the palette folder in
n
ew the folderr properties. CCheck the reaad-only box.
Windows Explorer, right-cclick it and vie
CAD opens and find the reaad-only attrib

bute set on thhe palettes, itt will display a lock icon on
n the
When AutoC
bottom left corner
c
to let users know th
he palettes caannot be moddified. You can use stand
dard securityy groups
to allow onlyy administrato
ors to unchecck/check the read-only prooperty.
As a rule, the
e read-only property should always be checked. Whhen the paletttes need to bee modified, h
have
everyone exit AutoCAD, uncheck
u
the read-only
r
attrribute, and thhen open Auto
oCAD to makke the changees. Once
ose the prograam to save th
he changes yo
ou made, set tthe read-onlyy attribute baack to true beefore
you have clo
having everyyone resume their work.
Pagee 18
Chapte
er 5: Pro
oject Cu
ustomizzation
Symbolss
Create a pu
ump from an
n existing pu
ump
In the follow
wing procedurre, you create
e a new pump
p from an exissting pump, cchange the claass definition
ns for
the new pum
mp, and then add the new pump to the Equipment ttab of the too
ol palette. This is just one w
way
you can add new compon
nents and line
es to your librrary of symbools.
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.
Pagee 19
Browse to th
he current pro
ojects projsymbolstyle.dw
wg, select the PIP Centrifuggal Sump Pum
mp block, click Add
and then Next.
Set Scale on Insert to true

e, choose automatically asssign a generaated tag, and name the styyle Centrifugaal
Sump Pump Style 2. Clickk finish and no
ote the resultts in the Stylee selector. Add the newly ccreated style to the
current tool palette.
Pagee 20
Click Ok to accept the chaanges we mad

de. When placing the new
w symbol in a P&ID, you sho
ould get prom
mpted
mpted to entter a tag.
for the scale, but not prom
p
tool yo
ou just added to the tool paalette by draggging it and p
placing it in itss new
NOTE You caan move the pump
location in th
he palette. Yo
ou can also co
opy or cut it and
a paste it o nto another PP&ID tool pallette.
Properties
Set up Prop
perties for Components and Lines
Properties are the individ
dual attribute
es that define
e a class defiinition. You ccan modify exxisting propeerties or
o a class definition.
add custom properties to
Pagee 21
Class definitiions are defin

ned as followss:
Engineering item
ms (Includes eq
quipment, no
ozzles, instrum
mentation, inline componeents, and linees)
des items thaat are not couunted in reporrts, including flow arrow, ggap,
Non-engineering items (Includ
actuators, connecctors, annotations, spec brreaks, and ot hers)
e line group
Pipe
Signal line group
dify the defau

ult value for classes as well as whether tthe propertiees are read on
nly or not. These
You can mod
properties are available in
n the Data Manager.
Tag Form
mats
Setting up tag
t formattiing
Set up tag fo
ormats to help
p drafters app
ply tag eleme
ents consistenntly througho
out 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
d
typee, such as equ
uipment). You can also use a property of a drawing o
or project in the tag
example, a definition
numbering format. For exxample, at the
e drawing levvel, you mightt want to set tag formattin
ng to key off o
of a
e project level, you could set
s tag formattting to key ooff of the projject number.
sheet. At the
Tag formats are used to structure
s
speccific information for a com
mponent or lin
ne into a tag. The informattion is
stored in the
e tag as a prop
perty of a com
mponent or liine, and can bbe displayed in an annotattion callout w
when a
component or
o line is anno
otated. The block
b
used forr the annotatiion style deteermines whatt information is
displayed in the callout.
Set Up Tag Formatting for a Class

Tag formats are for the class definition
n project-wide. Most of th e default tag formats tag iitems at the cclass
Pagee 22
definition level (for example, a class definition type, such as equipment). You can use the property of the
class, of a drawing, or of the project in the tag numbering format. At the drawing level, you might want to set
tag formatting to key off of a sheet. At the project level, you could set tag formatting to key off of the project
number.
Set Up Tag Formatting Using Acquiring Properties

Tag formats can include properties that acquire their values from other properties. For example, if a line
acquires its Unit value from a project-level property, you can use that acquiring property in the lines tag
format. If the Unit value at the project level were to change, all tags with that property as a subpart would
update to reflect that change.
Set Up Tag Formatting for a Pipe Line Group

Pipes are the only components that are automatically grouped. Although Pipe Line Groups are constructs
rather than physical entities, you set up tag formatting for Pipe Line Groups just as you would for any other
component.
The default tag format is Line Number, and you can add other properties as needed, for example
Service.
Understand Default Tag Formatting Templates

AutoCAD P&ID provides the following tag format templates for you to use or modify to fit with your
company tag formatting standards:
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).
Build Tag Formatting Expressions

You can define how tag elements are expressed. For example, you can create an instrument tag of AreaType-Loop Number_Suffix (25-FE-1002_A). As you define the formatting for a tag, you can control the
formatting of the values that can be assigned when tagging a component or line through expressions.
Page 23
Using expressions, you can designate whether a value must be entered as text characters, numbers, or any
combination of text characters and numbers (free-style value). When you enter a value while assigning a tag,
you can also define an expression to generate a value automatically when a drafter adds a component to a
drawing. You can set automatic expressions to a drawing or project property.
Understand Tag Uniqueness

The entire tag property must be unique. Even items of different types must have unique tags. For
example, if you assign the tag A-123 to a pump, you cannot assign the identical tag to a tank.
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.
Page 24
In this exerciise, you set up the tag form

matting for th
he new pumpp to be Type-A
Area-Numberr.
To create a new tag forrmat from an
n existing ta
ag format
Navigate to the
t Centrifuggal Sump Pum
mp Class.
On the P&ID
D Class Definiition Settingss pane, underr Tag Formatt, select Equipment Tag [TType-Numberr],
and then clicck New.
Pagee 25
In the Tag Fo
ormat Setup dialog
d
box, to
o the right of Format
F
Namee, enter Pump
p Tag. To the right of Num
mber of
Subparts, clicck the Up arrow once so that the numb
ber 3 is displaayed.
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.
Pagee 26
In the Tag Fo
ormat Setup dialog
d
box, in the second row,
r
click Seleect Drawing PProperty icon
Area propertty.
. Select tthe
Because we want to allow the userr to input an

ny value for the Area property, we n
need to mod
dify the
C
the Exprression button
expression. Click
In the Tag Fo
ormat dialog box,
b third row
w, click Define
e Expression.
Pagee 27
In the Define
e Expression dialog
d
box, un
nder Expression, select Nuumbers. To th
he left of Fixed
d Length, clicck
the box to ad
dd a check mark. In the bo
ox to the rightt of Fixed Lenngth, click thee Up arrow tw
wice until the
number 3 is displayed.
ormat Setup dialog

d
box, se
et the Delimiter fields as foollows:
In the Tag Fo
The first and
d third delimitters will be blank, and the second delim
miter has a . In it.
Pagee 28
In the prope
erties for the
e Centrifugaal Sump Pum
mp, set the Tag Format N
Name to Pum
mp Tag, and hit Ok
to exit proje
ect setup.
In the Projecct Setup dialog box, click OK

O to save the
e changes andd close the dialog box.
You have cre
eated a new Pump
P
Tag format and assiggned it to thee centrifugal ssump pump. W
When you usse this
pump in a drrawing, the Assign Tag dialog box prom
mpts you to ennter tag data for the three-part tag you
u
created (Typ
peArea.Numbeer).
For more infformation abo

out assigning tags, see Taag and Annotaate Componeents and Liness in chapter 4 of
the AutoCAD
D P&ID 2014 Getting
G
Starte
ed Guide.
Pagee 29
Annotation
Setting up Annotations
A
s
Annotation is used to desscribe a comp
ponent or line
e in a drawingg. You can chaange the follo
owing
information for annotatio
ons:
mbol Propertiies. Sets the symbol

s
name and block.
Sym
Gen
neral Style Prroperties. Setts the layer, color,
c
linetypee, linetype scaale, plot stylee, and lineweiight for
the annotation.
a
Otheer Propertiess. Sets wheth
her the annotation inheritss the compon
nents propertties, whetherr the
anno
otation is linkked to an obje
ect, whether the
t annotatioon is automattically inserteed, the X and Y
offse
et to a compo
onent, and wh
hether a specc break, whenn placed on a schematic lin
ne, indicates a
chan
nge in line pro
operties.
To create a new annota

ation style frrom an existting annotattion style
Navigate to the
t Centrifuggal Sump Pum
mp class.
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.
perties, to the
e right of Linkked, in the droop-down list,, select No. W
When you use the
Under Other Prop
otation in a drawing, the annotation
a
will not move w
with the pump when the p
pump is moveed.
anno
Under Other Prop
perties, to the
e right of Auto Insert, in thhe drop-down
n list, select A
Auto Insert wiith
Prom
mpt. When yo
ou use the annotation in a drawing, youu will be prom
mpted to annotate the pum
mp.
Clickk OK.
Pagee 30
In the Class Definition

D
Setttings pane, under
u
Propertties, locate thhe Property N
Name column and select th
he
AnnotationStyleName row
w. In the Defaault Value column, to the right of Anno
otationStyleName, in the d
dropdown list, se
elect Pump InffoTag2.
In the Projecct Setup dialog box, click OK.

O
Place a new
n Centrifuggal Sump Pum
mp
in the drawin
ng.
Based on the
e way you sett up the anno
otations inserrtion behavioor, you are pro
ompted to sp
pecify the
annotation position.
p
Click in the drawing
d
to plaace the annottation. If the Assign
A
Tag di alog box is diisplayed, clickk Cancel. Movve the
pump in the drawing. Nottice that base
ed on the wayy you set up tthe annotatio
on linking, thee annotation d
does
not move with the pump..
Pagee 31
Creating Ne
ew Annotations
P&ID has sttarter annotaation templattes to make itt easier for yoou to get goin
ng. These ann
notation blockks are
in the file An
nnotationTem
mplates.DWG installed in th
he program fiile folder. Theey mostly havve text that saays
unassigned. When you are setting up an annotatiion, you startt with one of these, and th
hen fix the
unassigned text to reference the fielld you really want.
w
Lets make a more inform
mative info tagg. This infotagg will be for ppumps and wiill say:
TAG
G NUMBER
Description
n CAPACITY: FFlow @ tdh TD
DH POWER REQT: Power MATL:
ON: Insulatio
Materrial INSULATIO
on
w Annotation
n
Make a new
In the Projecct Setup dialog, navigate to
o Pumps. Und
der Annotatioon in the rightt pane, click o
on Add Annottation.
Give the sym

mbol a new naame (like, Pum
mp Infotag Trraining), in Syymbol Name.
Select the Block field and click on [].

Navigate to C:\Program
C
Files\Autodesk\AutoCAD 2015\PLNT3D\\AnnotationTTemplates.dw
wg and click O
Open.
Pagee 32
Select the InfoTag4Line block and clickk ok.

ock.
Click Edit Blo
Pagee 33
Use copyy and edit the

e properties to
t make lines UNASSIGNED
D5 & UNASSIG
GNED6. Werre going to usse the
toolbar button to asssign values to

t the rows unntil it looks likke the following diagram.
Pagee 34
The format dialogs

d
for the
e last four ite
ems should look somethingg like this.
ock editor & save

s
changes to the block. It should be visible from tthe pumps an
nnotation graaphic
Close the blo
now. Test it.
i
NOTE: Some annotations are extra pecculiar. These include
Off
O Page Co
onnectors
Spec
S
Breaks
s and other segment brreakers
Drain
D
Symb
bols
Super-smar
S
rt annotation
ns like the Reducer-byR
-size.
Annotations
A
s with smartt wipeout fra
ames or und
derline beha
aviors. How
w to set thes
se up is
captured
c
in the help orr in various white
w
paperrs.
Pagee 35
Instrumen
nt Bubbless
We will nextt look closer at
a instrumentt bubbles we
w will create a different in
nstrument bu
ubble with AR
REA and
TYPE at the upper
u
part off the bubble, and
a LOOPNUMBER in the lower part off the bubble.
The instrume
ent bubble block looks like
e this: You typ
pically wont need to creatte an instrum
ment block fro
om
scratch and can
c instead use the one sh
hipped with the software. If you want tto rework thee instrument b
bubble,
it is recommended that you start with one of the sh
hipping instruument styles. Below is an eexample of ho
ow to
rework the bubble
b
to havve AREA-TYPEE over Loop Number. As yoou can see in the above diaagram, the lo
oop
number is already referen
nced in the lo
ower text field
d, so we will cconcentrate o
on the upper text field.
Inside the Prroject Setup dialog,
d
browse
e to the Inline
e Instrumentss class and seelect it. On
the right, clicck Add Annottation.
Name the an
nnotation Fielld Mounted Discrete
D
Instru
ument 2 and click Ok.
Click edit blo

ock.
Use the assiggn annotation

n button to make
m
the top attribute
a
hav e a combined
d Area and Tyype value.
Pagee 36
ock editor & save

s
changes to the block.
Close the blo
In Project Se
etup, in the Prroperties window, scroll do
own to Annottation Style N
Name and clicck the dropdo
own
under Default Value. Ch
hange the deffault to New Field Mounteed Discrete In
nstrument Styyle.
Pagee 37
Click OK.
Test this new
w instrument bubble by plaacing a Magn
netic inline insstrument and
d notice how the area is included
in the bubble
e.
Tool Pale
ettes
You can add tools to a too
ol palette with several methods.
Pagee 38
You can creaate new tooll palettes using the Prope

erties button on the title bar of the TTool Palettes
window. Add
d tools to a to
ool palette wiith the follow
wing methods :
Dragg any of the fo

ollowing onto
o your tool paalette: geomeetric objects ssuch as lines, circles, and
polylines; dimenssions; hatchess; gradient fills; blocks; xreefs; raster imaages.
ngs that are aadded
Dragg drawings, bllocks, and hattches from DesignCenter tto the tool paalette. Drawin
to a tool palette are
a inserted as
a blocks whe
en dragged in to the drawin
ng.
mands to a toool palette jusst as you might add them tto a
Use the Customizze dialog box to drag comm
toolb
bar.
Use the Customizze User Interfface (CUI) edittor to drag coommands to a tool palettee from the
Com
mmand List pane.
Use Cut, Copy, an
nd Paste to move
m
or copy tools
t
from onne tool palettee to another.
Man
nage 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 Custom
mize User Interface
(CUI) editor is displayed.
ette tab with predetermined content byy right-clickin
ng a folder, a drawing file, or a
Creaate a tool pale
block in the DesiggnCenter tree
e view, and th
hen clicking C reate Tool Paalette on the shortcut men
nu.
NOTE If the source drawing file for a block,

b
xref, orr raster imagee tool is moveed to a differeent folder, yo
ou must
modify the tool that referrences it by riight-clicking the
t tool and, in the Tool Prroperties diallog box, speciifying
Pagee 39
the new source file folderr.
Rearrangingg Tools and Tool Palette

es
Once tools are placed on a tool palette
e, you can reaarrange them
m by dragging them around
d or by sorting
them. You caan also add te
ext and separrator lines to tool
t
palettes..
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 n
network
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.
To share individual files, simply
s
send the drawing. You
Y can zip m
multiple drawiings togetherr, but they wo
ont
t connectio
on informatio
on without the
e project.
retain all of the
To share a project or seve
eral connecte
ed drawings within
w
a proje ct, make a co
opy of the pro
oject folder. R
Remove
extra conten
nt like isometrric folders, piping specs, and/or drawinngs that you d
do not need to send.
Create a zip file of the cop

pied project folder
f
and sen
nd that zip.
Pagee 40
Chapter 6: Printing Project drawings

Plotting
Plotter Manager
The Plotter Manager is a window that lists plotter configuration (PC3) files for every non-system printer that
you install. Plotter configuration files can also be created for Windows system printers if you want to use
default properties different from those used by Windows. Plotter configuration settings specify port
information, raster and vector graphics quality, paper sizes, and custom properties that depend on the
plotter type.
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
Page 41
files have .cttb extensions. You cannot assign color-d

dependent pllot styles direectly to objectts. Instead, to
o
control how an object is plotted,
p
you change
c
its color. For exam ple, all objectts assigned th
he color red in
na
drawing are plotted the same way.
b files, you should only use

u index co lors in your drawings. O
Otherwise, w
when
If you choosse to use ctb
plotting to color
c
plotterrs, the settin
ngs from the
e ctb will nott get picked up.
Named plot style

s
tables use
u plot styless that are assiigned directlyy to objects and layers. These plot stylee
table files haave .stb exten
nsions. Using them
t
enabless each objectt in a drawingg to be plotted
d differently,
independentt of its color.
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.
NOTE A draw
wing file or drrawing template file that was
w created w
with an educaational versio
on will always be
plotted with the followingg plot stamp: PRODUCED BY
B AN AUTOD
DESK EDUCATTIONAL PROD
DUCT. Blocks aand
xrefs created
d with an edu
ucational verssion and used in a commerrcial version w
will also resullt in the educational
plot stamp being
b
plotted..
Publishin
ng to DW
WF
A DWF (Design Web Form
mat) is a set of drawings orr images that is compresseed into a single, smaller filee,
Pagee 42
making sharing across the Web fast and secure.

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.
To publish a DWF file, use any one of the following methods:
Click Application menu Publish.

In the Project Manager, right-click the project folder. Click Publish Dialog Box.
At the Command prompt, enter PUBLISH.
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.
Page 43
Viewing P&ID DWF files in AutoCAD P&ID

Canvas Pane and Highlight Selection
P&ID Project/Drawing Information
Properties Displayed for Selected

Objects
Off-page Connector Hyperlinking
Publishing Quality
Segment Lines and components highlight as you move the

cursor over them. If you select a line segment, only that line
segment is selected and not the entire line group. NOTE:
Line thickness is not adjustable and is set according to P&ID
standards.
P&ID-specific data is displayed in the P&ID information
category. General information about the entire project and
drawing set is displayed in this category. If duplicate
property names are found, the property is displayed with
extended names. For example, if the property, Description,
were added to the Project Details and drawing property
names and both properties were chosen for DWF inclusion,
they would appear in the Properties palette as
Description.Project Details and Description.Drawing
Properties respectively.
When an object is selected, the Properties palette shows any
data you chose to include from the P&ID DWF Output
Settings dialog box in AutoCAD P&ID.
For example, in the P&ID DWF Output Settings dialog box,
youve chosen to include the properties, Description,
Supplier, and Tag for a centrifugal pump. When the
centrifugal pump is selected in the canvas pane, the
Properties palette displays the pertinent P&ID data.
If an off-page connector is connected to an off-page
connector on another sheet that is included in the P&ID
DWF file, the two off-page connectors are hyperlinked
together. For example, the off page connector on the
currently viewed sheet shows a property that reads; Origin
or Destination: TO T-100.
If an off-page connector is connected to an off-page
connector on another sheet that is not included in the P&ID
DWF file, the connector on the currently viewed sheet is not
hyperlinked. Also, if an off-page connector is not connected,
it is not hyperlinked.
The general quality of P&ID DWF file publishing is improved
over DWF files published from the PUBLISH command.
Object colors, the thickness of lines, readability of text, and
object tags are all published correctly. The background color
of P&ID DWF files matches the background color of the
source sheet viewed in AutoCAD P&ID. Model spaces with a
black background publish with a white background. The
background settings for paper spaces are published in white.
Page 44
The Publish
h Dialog Boxx
In the publish dialog box above,

a
the DW
WFx format has
h been seleected (for com
mpatibility witth more
applications)). Also, the layyout tabs for P&IDs have been
b
selectedd.
Click Publish Options, and
d verify the P&
&ID information should bee included beefore clicking Ok.
Pagee 45
Make sure publish in backkground is un

nchecked. Pub
blishing goes faster, plots are cleaner, aand field
w be updated when not publishing
p
in the
t backgrou nd. Also makke sure open iin view is
properties will
checked. Click
C
Publish.
Pagee 46
Save the DW
WFx to a locatiion.
When the DW
WF file is pub
blished, you can use Autod
desk Design R eview to com
mmunicate ch
hanges and markups
without chan
nging the actu
ual drawing (DWG) file. If you
y plan to s hare the DWF file with clieents, they sho
ould
download Au
utodesk Desiggn Review fro
om the Autod
desk website ((www.autodeesk.com).
Pagee 47
Online Colla
aboration
DWFs may also be upload
ded to Autode
esk 360 for viewing onlinee. Properties iin the P&IDs w
will be availab
ble for
viewing here
e as well.
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 AU
UDITPROJECT 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
in the tag reggistry.
drawing or discrepancies
d
A project file
e must be ope
en and unlockked in order for
f the auditinng process to
o succeed. Waarning
messages are displayed iff a project is not
n currently open or if ann open project is locked byy another
designer.
Pagee 48
A log file desscribing problems and the actions taken

n to resolve t hem is generrated and placced in the pro
oject
directory con
ntaining the data
d
cache, with
w the file exxtension .adt if the AUDITC
CTL system vaariable is set to 1.
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 draw
wings in a projject proceed. As data is addded to the caache, fragmen
ntation can o
occur
causing the cache
c
to occu
upy more diskk space than is
i necessary. Periodic com
mpression of yyour project w
will
defragment the cache of drawing dataa, thus optimizing perform
mance and effiiciency. Also, the compresssion
process repaairs any inconsistencies and prevents co
orruption of tthe cache.
The project you
y want to compress
c
must be unlocke
ed. A project llocked by ano
other designeer will halt thee
compression
n operation.
Procedures: Audiit and Maaintain Prrojects

To audit a project
p
To audit a prroject, right-cclick on the prroject name in the project manager, an
nd select audit project. You
u can
also type in AUDITPROJEC
A
CT at the com
mmand line. Remember, thhe auditing prrocess removves objects that are
not tied to th
he database.
Pagee 49
To compresss a project
Right-click th
he project nam
me, and choo
ose Compresss database.
history to cle
ear tags if neccessary.
You may cho

oose remove
Chapte
er 8: Customizaation
Symbolss
Convert AutoCAD Blockk to P&ID Syymbol
Converting generic
g
AutoC
CAD 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.
Pagee 50
When th
he block is done, right-clickk on it and select Convert tto P&ID Objeect.
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.
onvert the bllock to a P&ID object, yo
ou can edit t he block to add attachm
ment points o
or other
After you co
parameters, actions and details.
d
Simply right-click on
o the block aand select Ed
dit P&ID Objeects Block.
our block. To add new blocck definitionss to your
This is a one--time converssion for one instance of yo
project proce
eed to the ne
ext section.
Adding a New Blo

ock to Yo
our Projecct
Often you want to add cu
ustom symbolls to be used throughout yyour project. It would be tedious to usee the
ocedure for a block that wiill be used rep
peatedly. Forr this purposee there is a sim
mple procedu
ure to
previous pro
Pagee 51
add custom symbols (Bloccks) to your project,

p
to be accessed fro m the Tool Palette.
This procedu
ure assumes you
y have save
ed an AutoCA
AD Block of yoour new symb
bol in a drawiing. You can u
use
the block you created in the
t previous section.
s
p attachment points on equipment,
e
so when you ddraw lines theey will preferrentially snap to
You should put
these nodes. You can also
o toggle attacchment pointss on equipmeent as insertio
on points whiile placing thee item.
In particular,, you need to add Point Paarameter nod
des called AttaachmentPoinntn. See the pump examplee
below. (If you want to see
e some more examples, op
pen ProjSymbbolStyles.DWG and type BEDIT.)
Pagee 52
To Add a Ne
ew Block to Your
Y
Projectt
First, save th
he block in a drawing
d
file. Open proje
ect setup, annd navigate to the Air Co
ooled Exchanger.
Under symbo
ol, click Add Symbol.
S
Pagee 53
Locate the drawing with the

t block in itt and select th
he block.
In the Symbo
ol Settings diaalog box, Sym
mbol Propertie
es, locate andd click Symbo
ol Name. Enteer a new namee for
the symbol, and enter appropriate settings.
Data Pro
operties
Set Up Prop
perties
Properties arre used to sto
ore informatio
on about a co
omponent or line that is in
n 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
l information that can be eextracted outt of the
when placed
d into a P&ID drawing. The
ey also store non-graphical
n
drawing. Pro
operties for a component or
o line class definition
d
can be defined aas one of the ffollowing datta
types:
ng. Used for entering
e
a free-form text value
v
for a prooperty.
Strin
Num
meric. Used to
o verify that only
o a positive
e or negative number is en
ntered for a p
property.
Boollean. Used to
o define a predefined list of
o choices tha t the user can
n 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
to contrrol which sym
mbol should be displayed for a
Pagee 54
component in a P&ID
P
drawing.
Selection List. Used to define a predefined list of choicees that the useer can select from for a prroperty.
The predefined list provides co
onsistency for property vaalues. If a valu
ue you need isnt in the listt, you
can enter
e
one as free-form texxt.
Acqu
uisition. Defin
nes a rule stating that a co
omponents pproperty acqu
uires its value from anotheer
prop
perty. For example, a rule states
s
that a hand valve accquires its sizze from the co
orrespondingg
prop
perty of a line
e. The source can be chose
en from class, project, or d
drawing propeerties.
CAD P&ID is flexible and alllows you to create your ow

wn propertiess, you should
d limit yoursellf to
While AutoC
only the properties necesssary for repo
orts or annotaations on draw
wings. Addingg other propeerties adds
complexity in
n editing and viewing partt information..
Proceduress: Set Up Pro

operties
To add a prroperty to a class
c
definittion
Open projectt setup, and navigate
n
to the class to which you want to add a new
w property. Click the Add button.
e following:
In the Add Property dialog box, do the
N
enter a name for the new prope rty. The namee cannot contain any spacces.
Under Property Name,
w
to be dissplayed for th
he new propeerty when usiing the
Under Display Naame, enter the name you want
Pagee 55
Dataa Manager or Properties paalette.

Under Choose a Type,
T
select one
o of the avaailable data tyypes.
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 sym
mbol 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.
or a class def
efinition
To modify a property fo
Go to project setup, and navigate
n
to th
he class which
h contains thee property yo
ou want to modify.
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 Prope
erty Descriptio
on, click the field
f
and ente
er 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 and
d select Add aacquisition rule. In the Seleect Data Sourrce
dialo
og box, selectt the source where
w
the pro
operty value iis acquired.
c
the name of the property or itss type, you m
must delete th
he property an
nd then
NOTE If you want to change
add it aggain.
To delete a property fro
om a class definition
d
Go to projectt setup and na
avigate to the
e property you
u want to remo
ove. Rememb
ber that prope
erties with an * at the
beginning of the name are
e inherited fro
om a parent class
c
and mayy not be remo
oved from the child class.
Highlight th
he property to
t remove in
n the properrties pane annd click Rem
move.
Pagee 56
Exercise: Ad
dding new properties
p
In this exerccise we will add
a a new Eq
quipment pro
operty called Area, whosee value is acq
quired from tthe
Drawing Property Area.
Go to Project Setup, and Navigate to

t the Equipment class, click Add.
1 In Project Setup, na
avigate to Equ
uipment. 2 In the right pannel under Pro
operties click o
on the Add button.
Enter Area for

f the name and descriiption, and choose
c
the A
Acquisition tyype.
Pagee 57
Click on the Drawing Prop

perties tab an
nd select Areaa.
uipment prop
perty Area acq
quires its valu
ue from the d rawing propeerty Area. All equipment
Now the Equ
subtypes will now have a property callled Area whicch acquires itss value from the drawing.
Layers & Colors

All the symbols and style
es in AutoCA
AD P&ID are stored in a draawing called ProjSymbolSttyles.DWG. Yo
ou will
py of this draw
wing in the prroject folder for
f each projeect. The layerrs in this draw
wing control the
find one cop
layers that you can choosse when in pro
oject setup. More
M
specificcally, the layers in this draw
wing control tthe
layers to which you can assign P&ID co
omponents.
nt assign com
mponents, slin
nes or annotaations to, say the Valves layyer, you do th
he following:
So if you wan
1. Open the project
p
ProjSymbolsStyles.D
DWG.
erty Managerr dialog from the layer
2. Bring up the Layer Prope
b typing laye
er on the com
mmand line.
toolbar or by
ditional Auto CAD
3. Create a layyer called Valves using trad
techniques. This can be done via the new layer icoon button.
Pagee 58
You can set the

t layer colo
ors & linetype
es here but more often i t is set in thee DWT file. Ass long as the D
DWT
has these same layers, th
hen the system will get the
e DWT layer settings. Were also goingg to add Valvees to
a DWT.
In a real-worrld scenario, you
y would maake the modification below
w to a templaate that is sto
ored on your
network.
t
was instaalled with the
e software:
Start with the user DWT that
ME%\Local Settings\AppDa
ata\Local\Auttodesk\AutoCCAD
C:\Userss\%USERNAM
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
ng PID ANSI D Template.dw
wt in the sam
me folder. For actual
2. Leave Trainin
projects, you
u might want to move your project DWTT into the pro
oject
folder.
WT in AutoCA
AD.
3. Open this DW
4. Add the Valvves layer, and set the colorr, as shown abbove, in the
projSymbolStyles.dwg ediiting (this is done
d
from thee Layer Propeerties
Pagee 59
Manager). S
5. Save and close Training PID ANSI D Template.dwt
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.
Page 60
or a project Set
S the path to
o the DWT too the Trainingg PID ANSI D TTemplate.dwtt you
Where you set the DWT fo
D created in th
his project will use this DW
WT and subseq
quently have the layer Vaalves
created earliier. Any P&ID
defined with
hin. You will se
ee the Valvess layer in the next section w
when you add a symbol.
different DW
You get to sp
pecify one and only one DW
WT per project. If you w
want to use a d
WT than the on
ne
specified in your
y
path, you can use the
e 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 folde
ers 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 the
e attributes and propertie s of a component or line b
before they are
placed into a P&ID Drawing. To create most equipm
ment, instrum
ments, lines, in
nline items, aand nozzles, yyou
start with an
n existing com
mponent and you
y 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
e
in order to reduccers to act pro
operly, they m
must be creatted under thee reducer classs.
parent. For example,
Class definitiions are organized into fou
ur different main
m class deffinition families that are ussed to define the
componentss and lines thaat are placed in a drawing.. The main claass definition families are as follows:
Pagee 61
Engineering items - Includes equipment, nozzles, instrumentation, inline components, and lines.
Non-Engineering items - Includes items that are not counted in reports, including flow arrows, gap,
actuators, connectors, annotations, segment breakers, and others
Pipe line group - Includes pipe lines.
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
Procedures: Set Up Class Definitions for Components and Lines

To create a new component or line class definition
Navigate to P&ID Class Definitions, and select the class definition or class definition family on which you want
to base the new class definition. Select a class definition that most closely represents the class definition you
want to create. The node you select is used as the template for the new class definition.
1. Right-click over the selected class definition.
2. Click New.
3. In the New Class Definition dialog box, enter a name for the new class definition.
Page 62
4. Clickk OK.
5. In the tree view, expand
e
the node to which new class definnition was add
ded, and select the new class
defin
nition.
6. On the right pane
e, make the desired changes.
7. Clickk OK
To change a class defin

nition for a component
c
or
o line
Navigate
e to the P&ID Class Definitions, and sele
ect an item (ffor example: EEngineering IItems
Equiipment) that contains
c
the class
c
definitio
on you wish too change.
Continue
e to expand the lists until you
y find the item (for exam
mple: Blowerrs Centriffugal Blower)
whose definition you want to change.
nitions tree view

v
containss values thatt are inheriteed from the parent item (in this
The P&ID Class Defin
e, Blowers).
example
Change the graphical

g
style for the sele
ected class or line definitioon.
If you are modifying a class de

efinition, unde
er Symbol, addd, modify or remove the ssymbols for tthe
seleccted class deffinition.
If you are modifying a line definition, underr Line, edit thhe properties for the selectted line style.
Under Tag Format, add,, modify or remove taggging formatss associated with the selected class or line
definition.
otation, add, modify or re
emove annottation styles associated w
with the selected class orr line
Under Anno
definition.
Pagee 63
Under Prope
erties, do the following:
Chan
nge the value
e for the Displlay Name pro
operty. (This innformation iss displayed in
n the Data Maanager.)
Chan
nge the value
e for the Default Value property.
Add or remove cu
ustom properrties as neede
ed for the classs or line defiinition.
nge the value
es of propertie
es other than
n Display Nam
me and Default Value as neeeded, such aas
Chan
tagging format, annotation styyle, and graph
hical style.
Click OK.
To rename class definittion for a com
mponent orr line
Go to project setup, and navigate
n
to th
he class you want
w
to renam
me. You can o
only rename cclasses that d
do not
have any children.
To purge a class definittion for a com

mponent orr line
In project setup navigate to the class you
y wish to purge. You cann only purge cclasses that d
do not have any
children and that do not have
h
any sym
mbols in any of the P&IDs. If the class has symbols a dialog will iinform
you.
Pagee 64
WARNING There is no waay to undo the purging of a class definittion, so if you

u accidently reemove the wrong
class definition click Cancel. This will undo all the re
ecent changess that you maade in the Pro
oject Setup dialog
box.
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.
Component and line classs definitions are
a defined byy two differe nt types of seettings and prroperties grap
phical
ngs and properties affect hhow the component or lin
ne is represen
nted in
and non-graphical. The grraphical settin
wing. Non-grap
phical properrties are used to identify o ne componen
nt or line from
m another.
a P&ID draw
For a compo
onent, you can
n specify a symbol and the
e settings thatt should be u
used to contro
ol the insertio
on
behavior of a componentt. For a line yo
ou can specifyy whether floow arrows aree used to indicate the flow
w
direction thrrough a pipe.
You can creaate class defin
nitions for botth componen
nts and lines ffor general grraphical properties such ass
layers, colorss, smart line types,
t
linetyp
pes, and linew
weights.
NOTE If yourr project is baased on a stan
ndard that represents som
me pipelines aas multiple lin
nes (DIN 2481
1, for
example), yo
ou can select mline (multip
ple line) as the smart line ttype and then
n select from the various m
mline
styles. The DIN
D standard, represents oil, air, solid fu
uels, and so oon, with multiiple lines.
Proceduress: Set Up Sym

mbol and Lin
ne Settings
To change linetypes
l
forr componentts and lines
y want to change. For syymbols, selecct the symbol to change fro
om the
dropdown, and
a click edit block or edit symbol.
For lines, click the Edit Line button.

Pagee 65
In the Settinggs dialog box, you may chaange any of these propertties.
D 2481stand
dard and the pipe lineyou want to chan
nge is represeented
NOTE If yourr project is baased on the DIN
by multiple lines, make su
ure that the Smart
S
line typ
pe is Mline annd click Mline style. In the drop-down list,
select a new mline style.
When drafte
ers place the component
c
in
n a drawing or
o create a schhematic line, it is displayed
d with the typ
pe of
line you defined here.
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
d color for. Ed
dit the Symbo
ol or line and choose the laayer or color value.
the layer and
Pagee 66
When drafte
c
in
n a drawing or
d on the layer and
in the color you
y defined here.
h
To change lineweights
l
for
f compone
ents and lines
In project setup under P&
&ID Class Definitions, locatte and select tthe componeent or line forr which you w
want to
change the line weight. Edit the Symbo
ol or line and choose the l ineweight.
When drafte
c
in
n a drawing or
d with the line
weight you defined
d
here.
Configure Symbols
S
for Componentts
Symbols are a graphical re
epresentation
n of a component in a P&IID drawing. TThey also conttrol the inserttion
en adding a co
omponent to
o a P&ID draw
wing.
behavior thaat is used whe
If your comp
pany 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.
Pagee 67
You can creaate new symb

bols for a com
mponent or modify existingg symbols. Usse the Block EEditor to edit a
symbol blockk or to define
e settings thatt control how
w the symbol iis inserted. Affter you defin
ne a symbol, yyou
can specify the default syymbol that a component
c
uses.
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.
If a symbol iss assigned to a value in a symbol
s
list or to a componnent in a P&ID
D drawing, thee value can be
removed from the symbo
ol list or unasssigned for the
e property of a component without anyy loss in visuaal
fidelity to the componentt in the drawing.
Join Type
The join type
e governs how
w a compone
ent interacts with
w other iteems.
The end line join type is used

u
for equip
pment or other items that force the linee group to terminate. Thee inline
d in the middle of the line aand have automatic breakking and rotattion.
join allows components to be inserted
The segmentt break join tyype divides one line segme
ent into two pparts, but keeeps them within the samee line
group. The segment group break force
es a break in the
t segment aand in the lin
ne group. No jjoin acts like a
standard AuttoCAD objectt and doesnt interact intellligently with any part.
Scale Comp
ponents
Most compo
onents in Auto
oCAD P&ID arre at a scale of
o 1:1, and aree either unit--less or in thee unit format
based on the
e selected staandard. The sccale factor for inserting a ccomponent iss defined as a property of the
symbol that is assigned to
o the compon
nent class deffinition.
When defining the scale factor
f
for a co
omponent, yo
ou choose whhether or not the componeent is scaled
uniformly. Most
M blocks arre scaled unifformly along the
t X and Y axxis. An examp
ple of when yyou might want to
scale a blockk non-uniform
mly would be if you want to
o create multtiple tank com
mponents witth different w
widths
while using a single block for the differrent-sized tan
nk componennts in a drawin
ng.
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 lin
ne 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.
Although blo
ocks used for the symbols of componen
nts do not reqquire attachm
ment points, itt is strongly
recommende
ed that you use
u them in th
he blocks thatt you create, and that you do not remo
ove or changee the
Pagee 68
order of the attachment points in for the blocks that are included with AutoCAD P&ID.
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.
Define Attachment Points
You define attachment points in a block with the Block Editor and Point parameters. Each Point
parameter that you want to use as an attachment point must follow a specific labeling convention,
"AttachmentPoint" + [Numeric Suffix]. For example, the first attachment point for a block would be
labeled AttachmentPoint1, the second attachment point would be labeled AttachmentPoint2, and so on.
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.
Guidelines for Orienting Attachment Points
Most inline components, such as those found on the Fittings and Valves tabs of the PIP Tool Palette, are
horizontally oriented by default. Their attachment points fall on the X axis, following the flow of a horizontal
line either to the left or right. Some components, however, are oriented by default along the Y axis. If you
place such a component, for example, a flame arrestor, on a horizontal line, it automatically rotates to align
with the lines direction.
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
Page 69
example) can
nnot be inserrted inline. Sim
milarly, General Instrumennts, which contain text insside graphics,
cannot be inserted inline..
Proceduress: Configure Symbols forr Componen

nts
To add or remove a sym
mbol to a com
mponent cla
ass definition
n
In project setup navigate to the class to
t which you want
w
to add oor remove a ssymbol.
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.
Pagee 70
In the Symbo
ol Settings diaalog box, Sym
mbol Propertie
es, locate andd click Symbo
ol Name. Enteer new name ffor the
symbol.
Pagee 71
Fill out the

t rest of th
he propertiess as is approp
priate for thee symbol you are Adding.
To remove a symbol forr a compone
ent class defi
finition
Navigate to the
t class thatt contains the
e symbol, sele
ect the symbool from the drrop down and
d click Removve.
To set the default

d
symb
bol for a com
mponent classs definition
y want to modify.
m
On th e right pane, under Propeerties, locate
GraphicalStyyleName unde
er the Properrty Name colu
umn. In the GraphicalStyyleName row,, under the D
Default
Value column, in the drop
p-down list, select the sym
mbol you wantt to use as the default sym
mbol when insserting
ent into a P&ID drawing.
the compone
Pagee 72
To edit a sy
ymbol for a component
c
class
c
definitiion
y want to modify.
m
On tthe right pan e, under Sym
mbol, in the drropelect the symb
bol that you want
w
to edit. Under symbool, click Edit Symbol. In thee Symbol Setttings
down list, se
dialog box, make
m
changess to the prope
erties for the symbol undeer Symbol Pro
operties, General Styles
Properties, and
a Other Pro
operties. Clickk OK.
To edit the block associiated to a sy
ymbol
y want to modify.
m
Locatee and select tthe componeent you want tto
change the default
d
symbo
ol for. On the right pane, under
u
Symboll, in the drop--down list, seelect the symb
bol that
contains the block that yo
ou want to ch
hange. Under symbol, clickk Edit Block. In
n the Block Ed
ditor, changee the
geometry for the block ass needed. Clicck Close Blockk Editor, savinng the changees.
Pagee 73
To set a com
mponents sccale factor
y want to modify.
m
Locatee and select tthe componeent you want tto
s
for.
change the scale
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 promp
pting behavio
or for drafterss to scale a co
omponent whhen they insert it in a draw
wing, click Scaale on
Insert, and frrom the list, select
s
Yes.
To set scalingg behavior, click Scale Mode, and from the list, selecct either of th
he following:
Unifform scaling: Sets the com

mponent to scaale proportioonately both vvertically and horizontally..
XY in
ndependent scaling:
s
Scale
es the compon
nent to scale independenttly both verticcally and
horizzontally, depe
ending on wh
hich direction you move thhe cursor.
Click OK to close each dialog box.
ers place this item in a draw

wing, it has th
he scaling behhavior you deefined here.
When drafte
Pagee 74
To add a co
omponent to the tool pallette
NOTE Before
e you start this procedure,, make sure th
he P&ID tool palette is dissplayed.
y want to modify.
m
Locatee and select tthe class you want to add to a
tool palette.
Click the Add
d to Tool Pale
ette button.
To create a componentt with attach

hment pointss and add it to the tool p
palette
The following procedure illustrates ho
ow you would create a pum
mp (an endlin
ne component) and definee two
attachment points (wherre schematic lines will snaap). You can create otherr components using the ssame
ps. Not all components re
equire attachment points (for examplee, tanks do n
not require th
hem)
general step
unless you want
w
to define
e them.
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.
2.
3.
4.
5.
6.
7.
8.
9.
Creaate a new blocck (for examp

ple: a horizontal centrifugaal pump). Savve the drawin
ng file.
Clickk Tools menu Block Ed
ditor.
In th
he Block Edito
or dialog box, click Currentt Drawing, an d click OK.
Makke sure Midpo
oint snaps are
e off.
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
Right-click the parameter. Click Properties.
he Properties palette, Prop
perty Labels, enter
e
attachm
mentpoint1.
In th
Clickk anywhere in
n the drawingg, and then prress ESC on thhe keyboard.
Creaate another parameter (forr example: att the outlet off the pump), and label it attachmentpo
oint2.
Pagee 75
e the changess and close the Block Editor.

10. Save
11. In th
he Project Settup dialog boxx, Project Setttings, click thhe plus sign (++) next to P&ID Class Defin
nitions
to exxpand it.
12. Conttinue to expand the tree until
u
you find the
t componeent you want to base the n
new class definition
on (ffor example: Equipment Pumps Centrifugall Sump Pump
p).
Pagee 76
13. Right-click over the selected class definition. Click New.

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.
Configure the Appearance of Lines

You can set up the arrow behavior of lines. You set up whether a flow arrow is displayed when a line is added
to a drawing (not all lines need a flow arrow), and the type of flow arrow symbol that is displayed in the
drawing, and whether to prompt for the insertion of a flag.
Procedures: Configure the Appearance of Lines

To set up line arrow behavior
In project setup navigate to the class you want to modify. Locate and select the line you want to modify.
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.
Page 77
To add a flow arrow

In project setup navigate to P&ID Class Definitions > Non Engineering Items > Flow Arrow.
1. Click Add Symbol.
2. In the Symbol Settings dialog box, Symbol Properties, locate and click Symbol Name. Enter new name
for the symbol.
3. Under Symbol Properties, locate and click Block. Click the [...] button that is displayed at the end of
the field.
4. In the Select Block Drawing dialog box, browse to and select the drawing that contains the block you
want to use. Click Open
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).
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).
style from the list. Click OK.
16. Click OK.
To Create a line and add it to the tool palette
NOTE Before you start this procedure, make sure the P&ID tool palette is displayed.
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.
Page 78
7.
8.
9.
10.
11.
NOT
TE Only the PipeLines and SignalLines
S
no
odes under PP&ID Class Definitions supp
port the creattion of
new line class deffinitions.
Clickk OK
Expaand the node that the new
w line class de
efinition was aadded to, and
d select it.
On the right pane
e, make the desired changes to the new
w line class deefinitions setttings, properrties,
f
and annotation styyle.
tag format,
Under Line, click Add
A to Tool Palette.
P
e active tool palette. It can
n be used just like the defaault
The new line class definition iss added to the
P
and will be includedd in reports.
toolss provided wiith AutoCAD P&ID,
NOT
TE If the tool palette
p
is not open when you
y click Creaate Tool, the ccomponent iss still added tto the
bottom of the lasst-active tool palette.
Clickk OK.

operties
To add a prroperty to a class
c
definittion
1. If the
e Project Man
nager is not already
a
displaayed, click Toools menu Palettes Project Man
nager.
2. In th
he Project Maanager, tree view,
v
right-clicck the projectt folder. Clickk Properties.
3. In th
nitions
to exxpand it.
4. Under P&ID Classs Definitions, locate and se
elect the com
mponent or lin
ne class definiition you wan
nt to
o.
add a property to
5. On the right pane
e, under Prop
perties, click Add.
A
he Add Properrty dialog boxx, do the follo
owing:
6. In th
N
enter a name for the new prope rty. The namee cannot contain any spacces.
Pagee 79
Below Display Name, enter the name you want to be displayed for the new property when using
the Data Manager or Properties palette.
Under Choose a Type, select one of the available data types.
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.
To modify a property for a class definition
1. 1 If the Project Manager is not already displayed, click Tools menu Palettes Project Manager.
2. 2 In the Project Manager, tree view, right-click the project folder. Click Properties.
3. 3 In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class
Definitions to expand it.
4. 4 Under P&ID Class Definitions, locate and select the component or line class definition you want to
edit a property for.
5. 5 On the right pane, under Properties, locate and select the property you want to edit and then do
one of the following:
Under Property Description, click the field and enter a new description.
Under Default Value, click the field and enter a new value or in the drop-down list, select one from
the available list. If the default value is Acquisition, in the drop-down list, select an appropriate item.
If the property is of the List property type, click Edit to change the selection or symbol list that is
assigned to the property.
Under Acquisition, click the [...] button and select Add acquisition rule. In the Select Data Source
dialog box, select the source where the property value is acquired.
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.
To delete a property from a class definition
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, locate and select the component or line class definition you want to
edit a property for.
5. On the right pane, under Properties, locate and select the property you want to delete. Click
Remove.
Page 80
6. In the Confirm Delete message box, click Yes.

7. Click OK.
Set Up Property Acquisition

When you select acquisition as a property type, you set up a rule stating that the property acquires its value
from another property. The acquisition source can be another class, project, or drawing property.
Page 81
Acquisition ensures consistency among component property values. If the source value changes, all
components set to acquire that value change as well.
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.
Understand Property Acquisition Rules
You can select any drawing or project property without restriction as the source of an acquisition rule.
When you select a class property as the source, however, make sure that the acquiring class and the
source class are connected.
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:
Line and inline asset

Line and start asset
Line and end asset
Line and arrow
Annotated and annotation
Line and break
Line and page connector
Line and nozzle
Pipe line group and pipe line
Signal line group and signal line
Connector and connector
Asset and non-engineering (only between a control valve and its actuator)
The following properties have acquisition rules set by default; you can view them when you create a new
project:
Acquisition Property
HandValves.Size
HandValves.Spec
InLineInstruments.Size
PipingSpecialtyItems.Size
PipingSpecialtyItems.Spec
PipingFittings.Size
PipeFittings.Spec
Source Property
PipeLines.Size
PipeLines.Spec
PipeLines.Size
PipeLines.Size
PipeLines.Spec
PipeLines.Size
PipeLines.Spec
Understand Acquire Mode and Override Mode

A property that is set to acquire its value from another property is in Acquire mode. However, you can
switch this property into Override mode and edit the value manually. Once a property is in Override mode,
Page 82
its value is no longer acqu

uired from an
nother source
e.
The icon nexxt to the prop
perty indicates whether the
e property is in Override o
or Acquire mo
ode. The icons
appear in the
e Properties Palette,
P
the Data
D
Managerr, and the Asssign Tag dialo
og box. When the Overridee icon
is visible, the
e value is edittable.
The
T property is in Acquire mode.
The
T property is in Override
e mode
Understand
d Initializatiion Only
You select Accquiring (the default) to se
et up a prope
erty to acquiree its value fro
om another property.
Alternately, you can selecct Initialization Only, which
h permits thee acquisition tto occur only once, when tthe
component is
i first initializzed.
After initializzation, the property moves immediately into Overridde mode. In O
Override mod
de, you can ed
dit the
value manuaally because itt is no longer acquired from another soource.
Copy or Mov
ve Compone
ents with Acq
quired Properties Betweeen Pipelinees
When you se
et up a compo
onent properrty to acquire its value from
m another prroperty (for exxample, a valve size
acquiring fro
om the line sizze) and then copy or move
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 mo
oving is in oveerride mode, tthe
specific value
e accompanie
es the valve.
Understand
d Acquisition
n from Multiiple Sources
Many Acquissition relation
nships are sim
mple one-to-o
one relationshhips. For exam
mple, a gate vvalve has a on
ne-toone relationsship with a piipe line and acquires
a
its sizze and spec frrom that linee.
However, a component
c
can have multtiple acquisitio
on sources. Iff sources have identical vaalues or somee
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.
For example, a three-wayy valve has a direct
d
relation
nship with th ree different pipe line seggments. In succh
cases, as long as the diffe
erent sources either have the
t same specc value (for eexample: PVC)) or the samee value
es the value. IIf the pipe lin e segments h
have differentt specs,
in combination with blankk values, the valve acquire
a question mark
m
is displayyed in the valves Spec field.
Understand
d Acquisition
n Between Siignal Line Groups
G
and P
Pipe Line Gro
oups
By associatin
ng a signal line group with a pipe line grroup, you cann set up the siignal line group to acquiree any of
that pipe line
e groups pro
operties. You must
m manually associate tthe groups ussing SLGROUP
PEDIT.
Although a pipe
p line group can be asso
ociated 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:
Pagee 83
The signal line gro

oup can acquire properties from the pipe line group
p.
hen acquire th
hese properties from theirr signal line ggroup.
Signal lines can th
mponents (succh as general instruments) on the signa l line can then acquire theese properties from
Com
the signal
s
lines.
e manual proccesses. If you make changees to a drawin

ng that makees a
NOTE Associiation and disssociation are
current association inapp
propriate, you
u can change the
t associatioon. As you maake changes, all acquired
properties are updated to
o reflect the current
c
association. Tags aand annotatio
ons based on these properrties
are also updated automattically.

operty Acquisition
To view an existing pro
operty acquiisition rule
1. If the
e Project Man
a
nager.
2. If the
e correct projject is not already open, open it now.
3. In th
v
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).
Pagee 84
In the Properties group, find the Size property

p
and note that undder default V
Value, you can
n choose eitheer
Acquisition or
o Initializatio
on Only from the
t dropdown list.
Under Acquisition, you caan see that th
his valves size
e is inherited from PipeLines.Size. If Pip
peLines.Size has a
hat value app
pears in the Data Manager for this valvee as well.
value of 3, th
6. Close the Project Setup dialog box.
To set up a new properrty acquisitio

on rule
1. If the
e Project Man
a
nager.
2. If the
3. In th
v
4. In th
nitions
Pagee 85

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).
p
under Properties,
P
click Add.
In the Class Settings pane,
dd Property dialog
d
box, do
o the following:
In the Ad

N
enter the
t property name
n
(for exaample: PipelinnesInsulation
nType).
Under Display Naame, enter the new properrty name youu want displayyed in the Datta Manager o
or the
Prop
perties palette
e (for examplle: PipelinesIn
nsulationTypee).
Under Choose a Type,
T
select Acquisition.
A
Cllick OK.
Pagee 86
6. In th
he Select Dataa Source dialo
og box, Class Properties ta b, do the following:
a. Under
U
Catego
ories, click the
e plus sign (+) next to Engiineering Item
ms to expand tthe list. Contiinue to
expand
e
the lisst until you lo
ocate and sele
ect an item (ffor example: Pipe Line Seg
gments).
b. Under
U
Properrties, select a property (for example: Innsulation Typee). Click OK.
7. In th
he Project Settup dialog boxx, click OK.
To add an acquisition
a
rule
r
for an exxisting prop
perty
1. Go to Project Setup, and expand P&ID Classs Definitions.
Pagee 87

ntil you locate
e and select thhe class that should contain the acquisition
prop
perty you wan
nt to add.
3. In th
he Select Data Source diallog box, Class Properties tab, do the ffollowing:
Under
U
Catego
ories, click the
e plus sign (+) next to Engiineering Item
ms to expand tthe list. Contiinue to
expand
e
the lisst until you lo
ocate and sele
ect 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 Man
a
nager.
2. If the
Pagee 88
3. In th
he Project Maanager, right-cclick the proje
ect. Click Pro perties.
4. In th
he Project Settup dialog boxx, click the plu
us sign (+) neext to P&ID Class Definition
ns to expand the
list.
ntil you locate
e and select thhe class whosse property yyou want to change
(for example: Eng
gineering Item
ms Equipm
ment).
nder Properties, locate thee property wh
hose acquisitiion rule you w
want to
6. On the Class Settiings pane, Un
edit..
7. In th
he Acquisition
n column, click in the box, and then clic k the [...] buttton. Select Add Acquisitio
on Rule.
8. In th
he Select Dataa Source dialo
og box, Class Properties ta b, do the following:
a.
a Under Caategories, click the plus sign (+) next to Engineering IItems to expaand the list.
Continue to expand th
he list until yo
ou locate and select an item (for examp
ple: Engineeriing
ments).
Items Lines Piipe Line Segm
b.
b Under Properties, sele
ect a propertyy (for examplee: Insulation Type). Click O
OK. 9 In the Project
Setup diaalog box, clickk OK.
To remove an
a acquisition rule from
m a property
y
1. If the
e Project Man
a
nager.
2. If the
3. In th
4. In th
ns to expand the
list.
ntil you locate
(for example: Eng
gineering Item
ms Equipm
ment).
nder Properties, locate thee property wh
hose acquisitiion rule you w
want to
6. On the Class Settiings pane, Un
ove.
remo
7. In th
he Acquisition
n column, click in the box, and then clic k the [...] buttton. Select Reemove Acquisition
Rule
e.
8. In th
Pagee 89
To override
e an acquisittion property
ty
You can ove
erride an acquisition property using th
he Data Manaager or the PProperties paalette. The fo
ollowing
steps describ
be overriding an acquisitio
on property using the Propperties palettee.
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
olumn.
2. In th
3. Clickk Acquire Mod
de
. In the
t flyout menu, select Ovverride Mode.
4. Ente
er a new value
e.
5. Close the Propertties Palette.
d
from the Data Manager to a Microosoft Excel sprreadsheet, yo
ou can changee the
NOTE When you export data
values of pro
operties that are in Acquire
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
hanged to Oveerride
omatically ch
mode.
Pagee 90
To change how
h
an existting propertty acquisitio
on rule is app
plied
1. If the
e Project Man
a
nager.
2. If the
3. In th
4. In th
ns to expand the
list.
ntil you locate
(for example: Eng
gineering Item
ms Inline Assets H
Hand Valves).
6. On the Class Settiings pane, un

nder 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.
NOTE After initialization, a valve's prop

perty value changes to Ovverride mode.. Users can ed
dit the property
value.
Pagee 91
In th
he Acquisition
n column, the valve size is displayed as acquired from
m PipeLines.SSize. If PipeLin
nes.Size
has a value of 3, that
t
value appears in the Data
D
Manageer for this valvve.
7. In th
Set Up Sele
ection and Syymbol Lists
useful
Selection and symbol listss are used to control a list of predefinedd selections o
of choices. Th
hese lists are u
or items such
h as piping speecs, piping sizzes, and instrrument types, or
for helping to enforce standard sizes fo
om a predefined set of opt ions.
when you waant designerss to select fro
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 environmen
nt. 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
n selectionn lists or chan
nge the values of an existin
ng one.
The selection
n lists you cre
eate or modiffy populate th
he P&ID Classs Definitions d
data in the Prroject Setup
dialog box, where
w
you define the prop
perties of Engineering Item
ms, Non-Engin
neering Items, Pipe Line
Groups, or Signal Line Gro
oups. Those properties
p
the
en are includeed in the com
mponent or lin
ne behavior
e tool palette
e onto a draw
wing.
when it is plaaced from the
Be sure to visit the Plant 3D
3 store and check for plu
ugins that aid selection listt customizatio
on.
http://apps.e
exchange.auttodesk.com/P
PLNT3D/en/List/Search?quuery=selectio
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
nent in a P&ID
D drawing. Thhe symbols that you can seelect for
a symbol list have been assigned to the current classs definition oor inherited ffrom a class d
definition fam
mily.
Pagee 92
Proceduress: Set Up Selection and Symbol

S
Listss
To create a selection lisst
1. If the
e Project Man
a
nager.
2. If the
3. In th
v
4. In th
nitions
ntil you locate
e and select a component or line class d
definition (forr
exam
mple: Engineeering Items).
6. In th
he Properties group, click Add.
A
7. In th
owing;
Under Type, selecct Selection List.
L
Belo
ow Property Name,
N
enter a name for the new properrty (for example: Pump_M
Manufacturerss). The
name cannot con
ntain any spacces.
Pagee 93
Belo
ow Display Name, enter the
e name you want
w
to be dissplayed for th
he new propeerty when using
Dataa Manager or Properties paalette (for example: Pumpp Manufacturrers).
8. Clickk OK.
9. In th
he Selection List
L Property dialog
d
box, cliick New Selecction List.
10. In th
he Add Selection List dialogg box, enter the
t name for the new seleection list (forr example:
Man
nufacturers). Click
C
OK.
11. In th
he Selection List
L Property dialog
d
box, cliick Add Row.
12. In th
he Add Row dialog box, entter the new value
v
(for exaample: Gouldss) and a descrription of thee value,
if necessary.
Pagee 94
13. Conttinue addingg rows until th

he selection list is compleete.
14. Clickk OK.
nder Propertie
es, the select ion list is disp
played for thee selected class
nition. The vaalue displayed
d in the list is the default vvalue for that component.
defin
To modify or
o delete item
ms in a selecction list
1. If the
e Project Man
a
nager.
2. If the
3. In th
v
4. In th
nitions
ntil you locate
definition (forr
exam

nder Propertie
es, Property N
Name, select the propertyy containing the
selecction list you want to mod
dify. Click Edit.
7. In th
he Selection List
L Property dialog
d
box, cliick the property whose daata you want tto change (fo
or
exam
mple: Manufa
acturers).
Pagee 95
8. Clickk Add Row.
9. In th
he Add Row dialog box, entter the new value
v
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 th
he Selection List
L Property dialog
d
box, se
elect a value ((for example: Goulds). Clicck Delete Row
w.
11. In th
he Confirm De
elete message
e, click Yes.
12. Clickk OK to close each
e
dialog box.
b
To delete a selection lisst
e Project Man
a
nager.
1. If the
2. If the
3. In th
v
4. In th
nitions
ntil you locate
definition (forr
exam
Pagee 96

nder Propertie
es, select the property you
u want to delete. Click Editt.
7. In th
he Selection List
L Property dialog
d
box, un
nder Selectionn List, click th
he selection list you want tto
remo
ove (for exam
mple: Manufa
acturers).
8. Clickk Delete Selecction List.
9. In th
he Confirm De
elete message
e, click Yes.
10. Select another se
election list to
o assign to the
e current pro perty.
11. Clickk OK.
To create a symbol list
e Project Man
a
nager.
1. If the
2. If the
3. In th
v
4. In th
nitions
ntil you locate
definition (forr
exam
Pagee 97

nder Propertie
es, click Add.
7. In th
owing:
Clickk Symbol List.

Speccify a property name for th
he componen
nt or line (for example: Bloower_Manufa
acturers).
Speccify a display name for the component or line (for exxample: Blow
wer Manufactu
urers).
Clickk OK.
Pagee 98
NOTE To create a propertty that uses a symbol list, you

y must ass ign more tha n one symbo
ol to the
componentss class definittion.
8. In th
he Symbol Listt Property diaalog box, clickk Add Row.
9. In th
he Add Row dialog box, under Property Value, enter the name of the new sym
mbol list entryy for
exam
mple: Jackson
n). Click OK.
10. In th
he Symbol Listt Property diaalog box, under Property V
Value, click th
he new entry.. Under Blockk Value,
in th
he drop-down
n list, select a symbol to asssign to the prroperty valuee.
11. Conttinue adding rows until the
e symbol list is complete.
12. Clickk OK.
To modify or
o delete item
ms in a symb
bol list
1. If the
e Project Man
a
nager.
2. If the
3. In th
v
4. In th
nitions
ntil you locate
definition (forr
exam
Pagee 99

nder Propertie
es, select the property con
ntaining the ssymbol list thaat you
want to modify. Click
C
Edit.
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.
Page 100
The new symbol list

l entry is ad
dded to the selection list ffor the selecteed property.
NOT
TE If you wantt to change th
he property value
v
for an e ntry, delete tthe original en
ntry and add a new
entryy with a new value.
9. In th
he Symbol Listt Property diaalog box, sele
ect the new syymbol list enttry. Under Blo
ock Value, do
oubleclickk and select th
he block style
e.
10. To delete an entrry, select the entry
e
(for exaample: Bechteel) and click D
Delete Row.
TE If you delette a value thaat is currentlyy assigned to a componentt in a P&ID drrawing, the vaalue is
NOT
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 the
e Project Man
a
nager.
2. If the
3. In th
v
4. In th
nitions
ntil you locate
definition (forr
exam
Page 101

nder Propertie
es, scroll dow
wn the list and
d select the SupportedStan
ndards
perty name.
prop
7. Clickk Edit.
8. In th
he Standards dialog
d
box, se
elect which sttandards suppport the seleccted class. Cliick OK.
Page 102
OffPage Connectors
Off-page connectors create a continuance of a line from one project drawing to another. You can use an
existing off-page connector to create a new one.
You can change the following styles for off-page connectors:
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.
Procedures: Set Up OffPage Connectors

To create an offpage connector and add it to the tool palette
NOTE Before you start this procedure, make sure the P&ID tool palette is displayed in your drawing and that
the active tool palette tab is the one where you want to add the new component.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
If the Project Manager is not already displayed, click Tools menu Palettes Project Manager.
If the correct project is not already open, open it now.
In the Project Manager, tree view, right-click the project folder. Click Properties.
In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class Definitions
to expand it.
Continue to expand the tree until you find the off-page connector (NonEngineeringItems
Connectors OffPageConnector) and select the OffPageConnector node.
Right-click Off Page Connector. Click New.
In the New Class Definition dialog box, enter a name for the new off-page connector.
Click OK.
Expand the OffPageConnector node, and select the new off-page connector.
On the right pane, under Symbol, click Edit Symbol.
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.
Page 103
12. Under Symbol, in the drop-dow

wn list, locate
e the style yoou just created (in this example,
OffP
PageConnecto
orStyle2).
13. Clickk Add to Tool Palette. The new style is added
a
to the active tool paalette. It can be used just llike the
default tools provvided with Au
utoCAD P&ID,, and will be i ncluded in reeports.
14. Clickk OK.
Page 104
SQL Server
The decision to use SQL Server is driven by the number of users modifying project data at one time. The
default database type, SQLite is valid for up to 2 TB per file, so the project file size is not the issue. Because
the SQLite database is a single file, successful read/writes depend on fast access. When more users access
the database at one time, they have a higher chance of hitting the database at the same time (or close
enough).
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/
Page 105
Vault
Autodesk Vault (http://www.autodesk.com/products/autodesk-vault-family/features ) is document
management software that integrates with many products in the Autodesk portfolio. In 2014, Vault became
integrated into the Plant Project Manager.
Vault should be used in the following conditions:
You have multiple sites that need to share data

You can use SQL Server or SQL Server 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.
Page 106
Page 107
Appendix A Addition
A
nal Exercises
Creatingg a P&ID drawing
d
In this sessio
on we will create the P&ID shown below
w, to provide a general ideea of how to u
use AutoCAD P&ID
to create pro
oduction P&ID
Ds. In particcular, we will cover these items in this o
order:
1.
2.
3.
4.
5.
6.
7.
Draw
wing equipme
ent & assignin
ng tags
Connecting equip
pment with pro
ocess lines
cing hand valv
ves, reducers and control valves
v
Plac
Plac
cing instrumen
ntation
Ente
ering equipme
ent data and placing
p
equipm
ment annotattions
Ente
ering pipeline data and plac
cing pipeline annotations
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&ID
D workspace.. The enviro
onment should
d be
familiar as it is leveraging standard AuttoCAD. The
e most importa
ant elements of the P&ID w
workspace to
o
t P&ID ribb
bon, the tool palette
p
and the
nager.
become familiar with are the
e Project Man
Page 108
Page 109
Creatingg a project
In AutoCAD P&ID you willl create P&IDs in a project environmentt. This is an
n administrative task not tyypically
done by all drafters,
d
but for
f the sake of
o familiarity with
w the conccepts of the p
project enviro
onment we will
create a new
w project with
h folders and subfolders.
The following exercise will demonstratte how to sep

parate projectt folders and files from thee drawings yo
ou
nce
create. These folders and subfolders get their own specific settinngs as we will see in this eexercise. On
blished the required structure you will create
c
some nnew drawingss. So, be sure to save thiis
youve estab
structure, be
ecause you will need it late
er.
1. First setup the project structure you need to
t use by creaate a folder C
C:\Drawings and the sub-fo
olders
Proje
ect Drawings and Projects.
Page 110
2. Clickk on the Proje

ect Manager drop-down
d
an
nd select New
w Project.
3. Fill in
n the first pagge in the new
w project wizaard.
a.
a Project Name:
N
AutoCA
AD 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.
Page 111
6. For the
t Symbols choose
c
PIP, enter C:\Draw
wings\Project Drawings for the drawing path. Click Next.
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.
Next you will create some
e folders to help organize the
t P&IDs. Too create the ffolders, you w
will use the prroject
manager.
Page 112
1. Right-click on the
e P&ID Drawin
ngs item, and choose New
w Folder.
uel, and Cooling folders.

2. Creaate the Oil, Fu
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 in
n the Cooling folder.
Now, lets crreate more su
ubfolders in Oil,
O Fuel and Cooling.
C
Thee folders we ccreate in this part of the exxercise
are for organ
nization withiin the projectt tree. By de
efault when w
we type the fo
older name, tthe program w
will
create it; in order
o
to creatte a virtual fo
older, click the
e browse buttton and choo
ose the folderr you wish thee
Page 113
drawings to actually be sttored in. The folder will be

b created in the project m
manager, butt the storage
location will be where you picked.
1. Right-click on thee parent direcctory (Oil) and

d select New Folder from tthe menu.
2. Enteer the new follder name (M
Main).
3. Clickk the browse button, and choose
c
the C:\Drawings\P roject Drawin
ngs\Oil folderr.
4. Wheen you click ok, you will get prompted to select how the program
m should proceeed. Choose Merge.
Now that you understand

d the procedu
ure, create the following suubfolders: In Oil create the Main, Secondary
and Filtration folders. In Fuel
F
create Gas, Gasoline and
a Measurinng. In Coolingg create Wateer and Air
When you finish creating the project the project
p
tree sho
ould look like tthis:
Page 114
Create a drawingg and placce equipm

ment
Create draw
wing
Now we will start a new drawing
d
in the
e project you just created.. This P&ID is going to be ccreated in thee
er and is part of the Waterr subfolder.
Cooling folde
1. Right-click on thee Water folder and in the menu

m
select N
New Drawing.
2. Enteer values as sh
hown below:
Page 115
3. Right-click on thee drawing in the project maanager, selecct properties, and enter these values.
Place Equip
pment
We are now ready to add
d items to the drawing. You
u will place 6 pieces of equ
uipment, to sstart. You will find
ent in the Equ
uipment tab of
o the Tool Paallet. While yoou can drag syymbols from the Tool Palleet to
the equipme
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 equipm
ment with thee indicated tagg and location on the draw
wing:
Page 116
Equipment
Open Top Ta
ank
Propeller Aggitator
Spherical Tank
Spherical Tank
Spiral Heat Exchanger
E
Horizontal Centrifugal
C
Pu
ump
Propellerr Agitator
Spherica
al Tank
Spherica
al Tank
Spiral He
eat Exchang
ger
Horizonta
al Centrifug
gal
Pump
Tag
T
TK-300
T
No
N Tag
TK-100
T
TK-050
T
E-150
E
P-100
P
The agitator has no tag

TK-100
T-K0
050
E-15
50
P-10
00z z
Lo
ocation on D
Drawing
Up
p at top
In
nside Tank
Att bottom left
Att bottom righ
ht
Lo
ow Center
Bo
ottom Centerr
Inside ttank
At botto
om on the lefft
At botto
om on the rig
ght
Low center
Bottom center
NOTE Depe
ending on prroject setting
gs, you may
y be prompte
ed to place th
hese tags on
n the drawin
ng right
after assign
ning a tag nu
umber.
When you finish your drawing should look something like this: SSave your drawing.
ercises.
continue through the exe
We w
will use it as w
we
Page 117
Adding primary
p
and
a secon
ndary line
es
Primary line
es
We will now add primary and secondaary lines to co
onnect the eq uipment we jjust placed. TThe direction of flow
e direction you create the llines. If necesssary, the direection can bee
for the lines will be determined by the
e will cover th
his later, when we look at the editing toools.
changed. We
1. Select Primary Lin
ne from the Lines
L
tool pallet and start ccreating the liines in the following diagrram.
T Use the rig
ghtclick Repeeat and Receent Input optiions to speedd placement of lines and
HINT
dupllicate equipm
ment.
HINT
T To determin
ne if a line is attached
a
to a piece of equuipment, selecct it. If it is atttached, theree will be
a cirrcular shaped grip at the attached end. If not, the griip will look likke a plus sign (+).
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.
Page 118
Aside from the color diffe

erences, your drawing should look like tthis: Now savve your drawing and we will
t next topicc.
move on to the
Placing inline com

mponentss
Now that you have completed the bassic layout of your
y
P&ID, it i s time to placce some inline componentts such
u will add theese components on both ssides of the taank,
as hand valves, check valvves and contrrol valves. You
mp and at the
e heat exchan
nger.
near the pum
You should place
p
them acccording to th
he following diagram.
d
Rem
member, inlinee componentts can be mod
dified
later.
Select a valve symbol from
m the Valves tool pallet an
nd start placinng the valves shown in thee following diagram
(reducers are
e found in the
e Fittings pale
ette and instrruments, in thhe Instrumen
nts palette).
Page 119
To help you with the location of these componentss we created t he followingg detail views::
Page 120
At the sides of
o the tank, leeft and right NOTE
N
To flip the direction of a reducer, select it and
d click on the FFlip grip
(arrow shapee).
Around the heat

h
exchanger
save your draawing.
After placingg your inline components,
c
Adding Instrumen
ntation and
a tags
Add instrum
ments
As you probaably know, instrumentatio
on is very ofte
en connected to control vaalves and/or o
other regulating
inline compo
onents. They react on signals such as, pressure, tem
mperature orr flow that tthey receive ffrom
Page 121
the process lines

l
they are
e attached to.. In this exerccise, we are gooing to build some instrum
mentation loo
ops
connected to
o control valvves, flow transmitters and temperaturee indicators. W
We will also add some tagss to the
equipment. You
Y will see your
y
drawing starting to lo
ook like a real P&ID.
In the next fiigure, you willl see what instrument you
u should plac e and where it should be p
placed.
he locations sshown
1. Select the approp
priate instrum
ments from th
he Instrumentts palette. Plaace them in th
in th
he following diagrams.
d
2. Select the signal line
l from the Lines palette
e (and one tubbing line). Connect the insstruments, as
wn.
show
When you haave finished the

t instrumen
ntation, save your drawingg.
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
> Tag.
and selectingg Annotate ->
Add tag information in the dialog. 3 Po
osition your tags as shownn in the next ffigure.
Page 122
Save your drrawing.
Offpage Connecto
ors
Place Connectors on firrst drawing
Quite often a process is laaid out on mu
ultiple drawin
ng 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 ano
other sheet to our drawing and
connect the continuous pipelines
he drawing w
p
with
h Offpage Con
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. Place
e the 5 Offpage Connectorrs as shown in
n the followinng diagram. W
We will add reequired information
to th
hese arrows in
n a later exerrcise.
Page 123
Create seco
ond drawingg
Now that youve placed these connecttors, you need
d another draawing to conn
nect them to. We will creaate a
ng folder, Waater subfolderr.
new drawingg in the Coolin
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:
Page 124
Place itemss on new dra

awing
Place a tank on the new P&ID
P
and give
e a tag of TK-5
512. Draw a p rimary line from the left eedge of the drawing
a shown in th
he next figure
e.
to the tank as
Page 125
Now place an Offpage Connector at th

he left end of the primary lline you just ccreated. This is where thiss line
will connect to the same line on the otther drawing.. It will corresspond with th
he connector coming from
m the
s
likke this:
Heat Exchanger H-150. It should look something
ue to the nextt exercise.

Save both drrawings beforre we continu
Tagging Pipeliness
In the follow
wing figures yo
ou will see the sizes, specss, service and line number that should b
be entered att the
tag assignme
ent for each line. After enttering the neccessary inform
mation you w
will also need to place the
different taggs near the ap
ppropriate pip
peline. These tags will be pplaced in the first drawing you created..
NOTE If the box
b is checked
d next to Placce annotation
n after assign ing tag, you w
will be promp
pted to select a
location for the
t tag in thee same operattion.
1. Right-click over a line and sele
ect Assign Tagg
2. Fill in
n the appropriate size, spe
ec, service and number forr each line yo
ou see in the ffollowing diaggrams
3. Edit the reducer annotations
a
to
t get the app
propriate tag..
Page 126
Page 127
Deta
ail view showiing tag locatiions and addeed informatioon. Descriptioons will be handled later w
when we
coveer Data Mana
ager.
When you haave finished, the drawing should look liike the one b elow.
Page 128
Connecting Off Pa
age Conn
nectors
In 2014, the off page conn
nector functio
onality was modified.
m
The program asssumes the folllowing:
1. We are
a trying to connect
c
to an
n 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 num
mber you are connecting
c
too, you can sellect it from th
he list.
In the heat exchanger
e
draawing, select the off page connector, cl ick the + grip
p, and choose Connect.
Page 129
e 4-S1-WO-3
350, and clickk OK.
From the listt of displayed lines, choose
The drawing number and service should have popu

ulated the OP C. You will alsso see a yello
ow exclamatio
on
t
propertie
es between th
he two drawiings are out o
of sync.
warning which indicates that
ector, pick the

e circle grip, and
a choose Viiew Connecteed.
Select the offf page conne
Page 130
The connection dialog sho

ows which prroperties are out of sync. I n this case, th
he size and sp
pec in our currrent
drawing has not been upd
dated to matcch the drawin
ng we conneccted to. Click the Accept Changes butto
on to
c
drawing with the values
v
from th
he connectedd drawing.
update the current
If you have placed

p
a pipelline annotatio
on, it should update
u
correcctly, as your llines are linkeed across draw
wings
now.
Adding Drawing
D
and
a Proje
ect Prope
erties
Drawing properties
It is importan
nt to capture all relevant data
d
not only on the drawiing, but in thee data modell, as well. Sincce this
is an intellige
ent P&ID application data stored in the data model w
will automatiically show in
n the appropriate
location on the
t drawing. Other data not typically shown on th e drawing will be used in ccommon repo
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).
1. Right click on eacch of the two drawings and
d select Propeerties.
er the informaation from the following diagrams.
2. Ente
Page 131
NOTE The Au
uthor field is automatically
a
y filled.
Drawing Properties to be entered.
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.
e project name and select Properties.
P
er information
n into the Pro
oject Data fields.
2. Ente
3. Select Client Inforrmation and enter
e
informaation for thosse fields.
NOTE These are the defau
ult fields for a project. Morre fields can bbe added andd these fields can be deleteed.
Categories ca
an also be ad
dded and deleeted.
Page 132
Project Data
a properties to
o be entered.
Client Inform
mation properrties to be enttered
When you arre done enterring the information, save your drawinggs.
Page 133
Project Transmitt
T
tal
To get starte
ed creating a package of filles in our project, start thee ETRANSMITT command by going to thee
application menu
m
> Publissh > eTransmit. You will be
e prompted t o save your d
drawing.
Click Add File

e and browse
e to the Project folder, whiich for this prroject is C:\Drrawings\Projeects\AutoCAD
D
P&ID -Americas Reseller Launch.
L
Add all
a of the filess in that foldeer.
Page 134
Add any draw

wing that are
e necessary.
Etransmit exxample
1. Clickk Transmittal Setups
2. Select Modify.
ur e-transmit,, the followin
ng settings are
e required: Paackage type: Zip File Form
mat: Keep Exissting
3. In ou
Tran
nsmittal Optio
ons: Keep file
es and folderss as is, Includee Fonts, Inclu
ude files from data links, In
nclude
phottometric web
b files , Set default plotter to
t None, Prom
mpt for passw
word, Transm
mittal Descrip
ption:
e-Traansmit package used in AC
CAD P&ID training
Page 135
eTransmit settings
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.
Page 136
Data Ma
anager
You can use the Data Man
nager to view
w, edit, and manipulate
m
yo ur componen
nt and line daata and to gen
nerate
o and import from Microso
oft Excel. In t his exercise w
we will add exxtra informattion to
reports that you export to
the differentt types of equ
uipment usingg the Data Maanager. This iinformation iss necessary to
o determine tthe
type of equip
pment, the se
ettings of the equipment and
a all other rrelated inform
mation that iss used for buiilding
the system you
y designed with AutoCAD P&ID.
In this exerciise you will ne
eed to work in the drawing, Main Wateer Flow (the ffirst drawing yyou created).. You
will add information to th
he equipmentt and to the offpage
o
conneectors you creeated earlier..
Also, you willl need to make sure the Data
D
Managerr is active. If tthe data manaager is not displayed at the
bottom of yo
our workspacce, you need to
t click on the
e Data Managger icon in the AutoCAD P&
&ID ribbon or enter
datamanage
er at the comm
mand promptt.
AutoCAD P&ID ribbon
Page 137
The Data
a Manager, in
n Project Data
a Mode
Make sure the Data Manager
M
is in Drawing Datta mode (checck the dropdo
own at the up
pper-left of th
he Data
Manager).
Add the follo
owing informaation to your equipment:
a. Brow
wse to Engine
eering Items > Equipment > Tanks and eenter the follo
owing properrty data.
NOT
TE 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 bottom
m of the Data Manager to scroll
s
over to these columnns.
NOT
TE To undock a palette and
d move it to a location withhout allowingg it to dock, hold down Ctrrl.
NOT
TE You can freeeze columns in place by riightclicking oon the headerr and choosin
ng freeze.
b. Brow
wse to Engine
eering Items > Equipment > Pumps and enter the folllowing propeerty data.
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.
Page 138
NOTE To help
p clarify whicch data go witth which conn
nector, see allso the diagraams after the table.
ht hand side of drawing.

Righ
Page 139
Top left of drawin

ng Bottom lefft of drawing
n you have entered all off the data, sa

ave the chan
nges.
3 When
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 modified
d 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 spread
dsheet, all chaanges will be highlighted aand you havee the
once.
opportunity to accept or reject the chaanges. You caan accept/rejeect the changges one at a time or all at o
In this exerciise you will exxport data fro
om the projecct, specific to primary line segments. Yo
ou will add daata to
the spreadsh
heet in Excel, and then imp
port the chan
nges.
1. In th
he Data Manaager make surre that you arre looking at PProject Data (check the drropdown).
2. Select Primary Lin
ne Segments and export
the
t line information (your project folde
er is probablyy a good destiination for the export file).
3. Open Microsoft Excel
E
and add information about the maanufacturer, the supplier aand some
comments on eacch line.
4. Whe
en you have added
a
informaation for each
h pipeline seggment, save yyour spreadsh
heet and closse
Exce
el.
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.
Page 140
At this point you have the

e option to acccept or rejecct each changge (right-click on a modified cell) or use the
tools at the top
t of the Data Manager.
Try accepting some and rejecting others.

o
Save your
y
changess.
Page 141
Reportin
ng
As stated earlier, some daata is better represented
r
in a report ratther than on a drawing. Since AutoCAD
D P&ID
creates intelligent drawin
ngs and keepss the data in the
t drawing, yyou have access to many ccommon repo
orting
functions thrrough the pro
ogram interfaace. This will save
s
you a lott of time coun
nting pipelinees for a line lisst!
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. High
hlight (click on
n) Project Rep
ports and click on the Expoort tool. 3 Maark the checkbox for each of the
follo
owing report types:
t
Control
C
Valve
e List
Document
D
Re
egistry
Equipment
E
List
Instrument
I
Liist
Page 142
2.
3.
4.
5.
Open the report in

i Excel. Notice that each list has becom
me a sheet in the Excel filee.
Chan
nge or add so
ome information on the diffferent sheetss and save thhe file.
Retu
urn to AutoCA
AD P&ID and make
m
sure that you are stiill in Project R
Reports modee.
Impo
ort the Reporrt Exercise.xlss and notice that AutoCAD P&ID shows the changes per line and ffield
(justt like we saw in the data view export/im
mport exercisee). Of course,, you have the option to accept
or re
eject the chan
nges one at a time or all att once.
6. Save
e the drawingg we may wan
nt to use it latter in this couurse.
Page 143
Appendix B Glossary of P&ID Terms

Glossary
Term
Alarm
Assignable
Auto-Manual Station
Balloon
Behind the Panel
Binary
Bubble
Computing Device
Configurable
Controller
Control Station
Control Valve
Converter
Definition
A device or function that signals the existence of an abnormal condition by means
of an audible or visible discrete change, or both, intended to attract attention.
A term applied to a feature permitting the channeling (or directing) of a signal
from one device to another without the need for switching, patching, or rewiring.
Synonym for control station.
Synonym for bubble.
A term referring to devices that are not accessible for the operators normal use,
as opposed to devices designated as local or front-of-panelmounted. In a very
broad sense, behind the panel is equivalent to not normally accessible to the
operator.
A term applied to a signal or device that has only two discrete positions or states.
When used in its simplest form, as in binary signal (as opposed to analog
signal), the term denotes an on-off or high-low state, i.e., one which does
not represent continuously varying quantities.
The circular symbol used to denote and identify the purpose of an instrument or
function. It may contain a tag number. Synonym for balloon.
A device or function that performs one or more calculations or logic operations,
or both, and transmits one or more resultant output signals. A computing device
is sometimes called a computing relay.
A term applied to a device or system whose functional characteristics can be
selected or rearranged through programming or other methods. The concept
usually excludes re-wiring as a means of altering the configuration.
A device having an output that changes to regulate a controlled variable in a
specified manner. A controller may be a self-contained analog or digital
instrument, or it may be the equivalent of such an instrument in a shared-control
system. An automatic controller varies its output automatically in response to a
direct or indirect input of a measured process variable. A manual controller is a
manual loading station, and its output is not dependent on a measured process
variable but can be varied only by manual adjustment. A controller may be
integral with other functional elements of a control loop.
A manual loading station that also provides switching between manual and
automatic control modes of a control loop. It is also known as an automanual
station. In addition, the operator interface of a distributed control system may be
regarded as a control station.
A device, other than a common, hand-actuated ON-OFF valve or self- actuated
check valve that directly manipulates the flow of one or more fluid process
streams. In general, use of the designation hand control valve is limited to
hand-actuated valves that (1) are used for process throttling, or
A device that receives information in one form of an instrument signal and
transmits an output signal in another form. An instrument that changes a sensors
Page 144
Detector
Digital
Distributed Control
System
Final Control Element
Function
Instrument
Instrumentation
Local
Manual Loading Station
Measurement
Monitor
Monitor Light
Panel
Panel-Mounted
Pilot Light
Piping and
Instrumentation
Diagram (P&ID)
output to a standard signal is properly designated as a transmitter, not a

converter. Typically, a temperature element (TE) may connect to a transmitter
(TT), not to a converter (TY).
Synonym for sensor.
A term applied to a signal or device that uses binary digits to represent
continuous values or discrete states.
A system, which while being functionally integrated, consists of subsystems,
which may be physically separate and remote from one another.
The device that directly controls the value of the manipulated variable of a
control loop. Often the final control element is a control valve.
The purpose of, or an action performed by, a device.
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.
A collection of instruments or their application for the purpose of observation,
measurement, control, or any combination of these.
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.
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.
The determination of the existence or the magnitude of a variable parameter.
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.
Synonym for pilot light.
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.
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 panelmounted device.
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.
A schematic (diagrammatic) representation of the piping, ductwork, and
equipment showing the physical/functional relationship among the various
components for the purpose of depicting a given systems flow, temperature,
Page 145
Process Variable
Program
Programmable Logic
Controller
Relay
Scan
Sensor
Set Point
Shared Controller
Shared Display
Switch
Test Point
Transducer
Transmitter
pressure and mass balance relationships.

Any property of a process that can be expected to change during the normal
operation of the process.
A repeatable sequence of actions that defines the status of outputs as a fixed
relationship to a set of inputs.
A controller, usually with multiple inputs and outputs, that contains an alterable
program.
A device whose function is to pass on information in some modified form. Relay is
often used to mean computing device. The term relay also is applied specifically
to an electric, pneumatic, or hydraulic switch that is actuated by a signal. The
term also is applied to functions performed by a relay.
To sample, in a predetermined manner, each of a number of variables
intermittently. The function of a scanning device is often to ascertain the state or
value of a variable. The device may be associated with other functions such as
recording and alarming.
That part of a loop or instrument that first converts the value of a process
variable into a corresponding, predetermined, and intelligible state or output.
The sensor may be separate from or integral with another functional element of a
loop. The sensor is also known as a detector or primary element.
An input variable that sets the desired value of the controlled variable. A set point
may be manually set, automatically set, or programmed. Its value is usually
expressed in the same units as the controlled variable.
A controller containing preprogrammed algorithms that are usually accessible,
configurable, and assignable. It permits a number of process variables to be
controlled by a single device.
The operator interface device (commonly a video screen) used to display process
control information from a number of sources at the command of the operator.
A device that connects, disconnects, selects, or transfers one or more circuits and
is not designated as a controller, a relay, or a control valve. As a verb, the term is
also applied to the functions performed by switches.
A process connection to which no instrument is normally connected, but which is
intended for the temporary or intermittent connection of an instrument.
A general term for a device that receives information in the form of one or more
physical quantities, modifies the information and/or its form, if required, and
produces a resultant output signal, usually electric. Depending on the application,
the transducer can be a primary element, transmitter, relay, converter or other
device. Because the term transducer is not specific, its use for specific
applications is not recommended.
A device that senses a process variable through the medium of a sensor and has
an output whose steady-state value varies only as a predetermined function of
the process variable. The sensor may or may not be integral with the transmitter.
Transmitters frequently convert physical input process signals into electrical
outputs.
Page 146
Page 147
Appendix C
Glossary of Application Terms
Term
Acquire mode
Acquisition
Annotation
Assembly
Assumed nozzle
Automatic annotation
Child table
Class
Class family
Class property
Component
Component class
Connection symbol
Convert
Data Manager
Definition
The mode in which a property acquires its value from another source (properties
for a project, drawing, or class). See also Override mode and Initialization only.
A property type that acquires its value from another source such as project
properties, drawing properties, or class properties.
An AutoCAD object comprised of text and (optional) shapes. In AutoCAD P&ID,
annotations are used to display data values of P&ID components (including
equipment, valves, lines, and so on). These values are displayed as text.
A group of connected components that are commonly placed in a drawing at the
same time. For example, a level gauge assembly might contain an instrument and
five valves. You can place an assembly from a tool palette instead of selecting each
component individually.
A type of nozzle that is automatically added as a record in the Data Manager when
a pipe line is connected to a piece of equipment. Unlike other nozzle types, an
assumed nozzle is not visible in the drawing.
A type of annotation that gets automatically inserted when a component is
created. See also Annotation and Linked Annotation.
See Object table.
A specific type of a class, as opposed to a class family. For example, Centrifugal
Pump is a class from the Pumps class family.
A class that is used to categorize other classes and set a starting point for class
properties, tags, and annotations for those classes. For example, Pumps and
Equipment are class families; Centrifugal Pump and Ball Valve are classes.
A property of a class; it reflects a data value. For example, the Hand Valve class
type may have attributes of size, spec, and manufacturer. The Pumps class
type may have flow, TDH, and manufacturer.
A native AutoCAD P&ID object type. AutoCAD P&ID components include
Equipment, Nozzles, Lines, Instruments, and Inline components.
See Class.
The graphical element in a drawing that indicates an off-page or on-page line
connection. You can choose from several symbols.
To change an AutoCAD object to an AutoCAD P&ID component or line; the
converted item is included in data reports.
An enhanced secondary window in AutoCAD P&ID; it displays data in a table.
Page 148
DWF (P&ID)
Equipment InfoTag
Family table
Flag
Flip grip
Flow arrow
Freestanding
annotation
Gap crossing
Initialization only
Inline component
Instrument
KKS (KraftwerksKennzeichen-System)
Linked annotation
Loop crossing
Object table
Off-page connector
Orthogonal
A Design Web Format file; it is a compressed file format created from DWG
files in a project. DWF files are easy to publish and view on the Web.
An annotation style. A multiline set of attributes that displays selected data
values for a placed piece of equipment. One Equipment InfoTag for each
equipment component is typically placed at the top of a drawing or in a grid
across the bottom of the drawing.
A table that contains information about different classes within a class family.
For example, the Equipment family table contains information about pumps,
tanks, blowers and other classes found under the Equipment class family.
A symbol, like an arrow, that indicates the direction of the flow. The flag
symbol contains the line number annotation. It is on the Non-engineering tab
of the P&ID DIN tool palette.
A grip that flips an object in the direction the cursor is moved.
The direction in which a schematic line flows. You can control the direction of
the flow arrow using dynamic grips.
Text that is associated with a component; it does not move when the
component moves. However, the data associated with the annotation updates
with the component. Just the text gets disconnected. Annotations are either
free-standing or linked. See also Linked Annotation.
A visual indication on a drawing that a line breaks on either side of a crossing.
A property setting that limits property acquisition to a one-time event, when a
component is first initialized. If the property is set to initialization only, it
acquires its value from its designated source and changes immediately to
override mode.
See also Acquisition and Override mode.
A component with an alignment grip that can be dropped onto a line.
A device or combination of devices used directly or indirectly to measure,
display, or control a variable.
A power plant classification system managed and developed by VGP Working
Panel. KKS is usually used with the DIN 24081 standard.
Graphic, text, or text with a graphic that labels a component. The text values
reflect the data attribute values of a component. Examples of linked
annotations are a line ID, a valve size, instrument function symbol, or
Equipment InfoTag. Linked annotation moves when the component moves.
A visual indication on a drawing that a line loops over another line.
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.
The graphical representation on a P&ID drawing of the continuance of a line
from one project drawing to another.
The default AutoCAD P&ID schematic line behavior of connecting at 90-degree
Page 149
connection
Override mode
Pins
Schematic line
Tag
Trim
Validate
increments.
A mode in which an acquired property can be modified. A property that is set
up to acquire its value from another source is switched from acquiring mode to
override mode in the Properties palette or in the Data Manager.
See also Acquiring mode.
Symbols that identify a change in a pipe line property. In the KKS tagging
standard, pins identify a change in properties (for example, Unit Number or
System Code). A pin is either open (no-fill) or closed (black fill). Open pins mark
the boundaries of a group with a common property. Closed pins identify a
break in piping sub-systems or branches in a pipe line. When using either open
or closed pins, drafters must manually change the properties of the lines
beyond the open-pin boundary. Pins are located on the Non-engineering tab of
the DIN tool palette.
A line in AutoCAD P&ID that represents pipe lines and signal lines.
A property that uniquely identifies a component in a project.
As a verb, to add hardware to a piece of equipment. As a noun, additional
information. A pipe trim is additional information (text or graphics) to further
define a piping segment. Equipment trim is additional information (text or
graphics) to further define a piece of equipment.
To check a drawing or a project for errors and
inconsistencies such as unconnected
components, non-terminating lines, and so on.
Page 150

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desk AutoC

Procedures: Set Up Class Definitions for Components and Lines .............................................................. 62

Create second drawing ............................................................................................................................. 124

Chapter 1: Project Configuration

Various Report Templates Directory

AutoCAD P&ID Advanced Configuration Guide

Other Files Important to the Project

AutoCAD P&ID Advanced Confiiguration Guide

AutoCAD P&ID Advanced Confiiguration Guide

In the Projecct Setup Wizard, enter these values:

Keep clickingg next to acce

AutoCAD P&ID Advanced Confiiguration Guide

Chapter 3: Data Manager

Line Summary List

Control Valve List

Data about drawings in the project.

AutoCAD P&ID Advanced Configuration Guide

Proceduress: Export Rep

In the Data manager,

Import CSV Files

AutoCAD P&ID Advanced Configuration Guide

Proceduress: Import Reports

ess, you can lo

AutoCAD P&ID Advanced Confiiguration Guide

AutoCAD P&ID Advanced Confiiguration Guide

Copy the con

AutoCAD P&ID Advanced Confiiguration Guide

Paste the contents in a fo

Once your paath is set to this location, add

AutoCAD P&ID Advanced Confiiguration Guide

CAD opens and find the reaad-only attrib

AutoCAD P&ID Advanced Confiiguration Guide

AutoCAD P&ID Advanced Confiiguration Guide

Set Scale on Insert to true

AutoCAD P&ID Advanced Confiiguration Guide

Click Ok to accept the chaanges we mad

AutoCAD P&ID Advanced Confiiguration Guide

Class definitiions are defin

dify the defau

Set Up Tag Formatting for a Class

Set Up Tag Formatting Using Acquiring Properties

Set Up Tag Formatting for a Pipe Line Group

Understand Default Tag Formatting Templates

Build Tag Formatting Expressions

AutoCAD P&ID Advanced Configuration Guide

Understand Tag Uniqueness

AutoCAD P&ID Advanced Configuration Guide

In this exerciise, you set up the tag form

AutoCAD P&ID Advanced Confiiguration Guide

AutoCAD P&ID Advanced Confiiguration Guide

Because we want to allow the userr to input an

AutoCAD P&ID Advanced Confiiguration Guide

ormat Setup dialog

AutoCAD P&ID Advanced Confiiguration Guide

In the Projecct Setup dialog box, click OK

For more infformation abo

AutoCAD P&ID Advanced Confiiguration Guide

mbol Propertiies. Sets the symbol

To create a new annota

Under Symbol Pro

AutoCAD P&ID Advanced Confiiguration Guide

In the Class Definition

In the Projecct Setup dialog box, click OK.