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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 user’s 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 user’s AD 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) AutoCAD P&ID Advanced Configuration Guide 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 you’’ll perform in this book. Click New Prroject from th he Project Maanager drop down d in the riibbon. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Configuration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Configuration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide 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. AutoCAD P&ID Advanced Confiiguration Guide Pagee 19
Browse to th he current pro oject’s 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 o
AutoCAD P&ID Advanced Configuration Guide Page 11 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.
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