UserExercises

AutoCADP&ID2008

MichaelHalladay Autodesk,Inc. 7/26/2007

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TableofC Contents
Session 1: Introduction to AutoCA n AD P&ID: T The New P& ............ &ID ................................ ........... 1 wing .......... ................................................ ................................ ........... 2 Creating a P&ID draw Launching AutoCAD Plant Solutio g P ons P&ID 20 ........................... 008 ................................ ........... 3 Creating a project ................... ................................................ ................................ ........... 4 Create a drawing and place equi d ipment ...................................... ................................ ........... 9 ................................................ ................................ ........... 9 Create drawing .................... quipment................... ................................................ ................................ ......... 11 Place Eq Adding pr rimary and secondary lines .......................................... s ................................ ......... 12 Primary lines ....................... y ................................................ ................................ ......... 12 Secondary lines .................... ................................................ ................................ ......... 12 nline compon nents ........ ................................................ ................................ ......... 13 Placing in ii

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Adding Instrumentatio and tags. on ................................................ ................................ ....... 16 ruments ..................... ................................................ ................................ ....... 16 Add instr Add tags ............................... ................................................ ................................ ....... 16 onnectors ................... ................................................ ................................ ....... 17 Offpage Co Place Con nnectors on first drawin ............................................ ng ................................ ....... 17 Create se econd drawi ............ ing ................................................ ................................ ....... 18 Place item on new drawing ..... ms d ................................................ ................................ ....... 19 Tagging Pip pelines ...................... ................................................ ................................ ....... 20 Adding Dra awing and Project Prope erties ........................................ ................................ ....... 24 Drawing properties ................. ................................................ ................................ ....... 24 Project p properties ................... ................................................ ................................ ....... 25 eTransmit files .......................... ................................................ ................................ ....... 27 Manager ..................... ................................................ ................................ ....... 29 The Data M Export to E Excel ......................... ................................................ ................................ ....... 32 Reporting ................................. ................................................ ................................ ....... 34 utoCAD Bloc to P&ID S ck Symbol ...................................... ................................ ....... 35 Convert Au Conclusion ............................... ................................................ ................................ ....... 37

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This page inten ntionally left bl y lank.

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Session 1: Introduction to A S AutoCAD P&ID: The New P&ID D w

What is in this co ourse

Learn how to u AutoCAD P use Plant to draw in ntelligent Piping and Instrumentation g Diagram (P&IDs). At the end of the session you w understand how Autodesk Plant leverages standard Au ms A e will d k utoCAD product ctivity tools with user-customiza symbols to quickly and e able o easily create an edit drawings in a way not p nd s possible using b base AutoCAD You will receiv in-depth step ve p-by-step instru uctions on how to take a typica P&ID and lev al verage standar AutoCAD functionality to m rd make a number of graphical re evisions to the d drawing while e ensuring all end d-line and in-line e equipment maintain connectiv and inherita vity ance. You will learn how to en nsure consistency of process pipe line propert across multiple drawing fil ties les.

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Creating a P&ID draw wing

In this sessio we will crea the P&ID (shown below to provide a general ide of how to u AutoCAD P&ID to on ate w), ea use D create produc ction P&IDs. In particular, we will cover these items in this order: A. B. C. D. E. F. G. Draw wing equipment & assigning tags Conn necting equipment with pro ocess lines Placi hand valv ing ves, reducers and control v valves Placi instrumen ing ntation Entering equipme data and p ent placing equipm ment annotati ions d cing pipeline a annotations Entering pipeline data and plac ing c Placi off page connectors.

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Launching AutoCAD Plant Solu L utions P&ID 2008 D

As with other A AutoCAD based products, you can launch P&ID from either the de m esktop icon or from the pro ograms st menu. Th will invoke AutoCAD in the P&ID wo tart his e orkspace. The environmen should be fa e nt amiliar as it is s le everaging stan ndard AutoCA AD. The mos important elements of P& workspac to become familiar with are the st &ID ce e P&ID workspac toolbar, the tool palette and the Project Manager. ce

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Creating a project
In Plant P&ID 2008 you will create P&ID in a projec environmen This is an administrativ task not typ D Ds ct nt. ve pically done by all users, but for the sake of fa t amiliarity with the concepts of the projec environmen we will crea a new s ct nt ate project with fo olders and su ubfolders.

Pr roject drop-down

s ders get their o own specific s settings as w will see in t we this exercise. Once youve e These folders and subfold established the required structure you w create some new draw s will wings. So, be sure to save this structure because e, d g ow): you will need it later. Use the following inputs when you set up your structure (see second diagram, belo Standard: me: Project Nam Project Desc cription: Project direc ctory: Project DWG directory: G PIP AutoCAD P&ID Amer ricas Reseller Launch r Americas Reseller Train ning on AutoC CAD P&ID older named Drawings with a subfolder named Proje r ects Create a fo Create a s second folder in the Drawin folder nam Project D ngs med DWG

1 Click on the Proje drop-down (just above t Project na k ect n the avigation wind dow) and sele New Proje ect ect

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Project dro op-down

Create Pro oject dialog u n t after creating is unchecked d. Before accepting these settings, make sure the option Edit project properties a

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When the pro oject is create you will add some folders and subfolders. This is done using the project ma ed anager in AutoCAD P& &ID.

1 Right click on the project name and select N Folder fro the menu. e New om

Project right-click menu becomes its own folder in y o your Project DWG folder. . Each folder b ders you are going to create are: g The main fold Oil Fuel Cool ling

See the follo owing diagra am.

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ompt for temp plate checkbo when we c ox create the Coo oling folder. W When you cre eate a Notice the check in the Pro rawing in Oil o Fuel the pr or roject default template will be used. Bu you will be prompted for the template when ut, r e dr yo create drawings in the Cooling folder. ou C ate folders in Oil, Fuel and Coo oling. The fol lders we crea in this part of the exercise are ate t Now, lets crea more subf or p Physical folde will not be created on y ers your hard disk because we k, e fo organization within the project tree. P un ncheck the bo Create fol ox lders relative to parent fold storage lo der ocation. They will inherit th attributes of the y he pa arent folders. 7

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1 This time, right-click on the par directory and select New Folder fro the menu. rent om

ou nd e ng Now that yo understan the procedure, create the followin subfolders: In Oil create Main, Second M dary and Filtr ration create Gas, Gasoline and Measu e uring In Fuel create Water and Air W r In Cooling
nish creating the project the project tree should look l t e like this: When you fin

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And A your loca hard disk should look like this: al s

Create a dra C awing and place equ uipment

Creat drawing te g Now we will s start a new drawing in the project you just cre eated. This P&ID is going to be cr s reated n g d the Water su ubfolder. in the Cooling folder and is part of t

1 Right-click on the Water fold and in th menu sel e der he lect New Drawing.

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2 Ente values as shown belo er ow:

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Place Equipmen e nt We W are now ready to add items to t the drawing. You will p place 6 piece of equipm es ment, to start. You will w find the e equipment in the Equip pment tab of the Tool Pa f allet. While you can dr e rag symbols from s th Tool Palle to your drawing, it is best to clic on the eq he et s ck quipment yo want to p ou place and th hen click ag gain where you want it located on the drawing Place the following e t g. e equipment w with the indicated ta and locat ag tion on the drawing: d Equipment Open Top Tank O Propeller Agita ator Spherical Tank k Spherical Tank k Spiral Heat Exchanger Horizontal Cen ntrifugal Pump p Tag (enter this in dialog) TK-3 300 The agitator has n tag no TK-1 100 T-K0 050 E-15 50 P-10 z 00z Locatio on Drawin on ng Up at to op Inside t tank At botto on the left om t At botto on the righ om ht Low ce enter Bottom center

E o ay ed the ight after NOTE Depending on project settings, you ma be prompte to place these tags on t drawing ri assign ning a tag num mber. When you finis your drawin should loo something like this: W sh ng ok

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Save your dr rawing. We will use it as w continue th w we hrough the ex xercises.

Adding pr rimary and secondary lines y

Prim mary lines We will now add primary and seco w ondary lines to connect the equipm ment we just placed. Th t he direction of flow for the lines will b determined by the direction you create the lines. If ne f e be u ecessary, the direction can be ch hanged. We will cover t e this later, w when we look at the edit k ting tools.

1 Sele Primary Line from th Lines too pallet and start creating the lines in the follo ect L he ol s owing
diagram. NT r epeat and R Recent Input options to speed placement of lin and nes HIN Use the right-click Re dupl licate equipm ment.

HIN To determ NT mine if a line is attached to a piece of equipme e e ent, select i If it is at it. ttached, ther will be a circular shap re c ped grip at t the attached end. If no the grip will look like a plus d ot, e sign (+). ondary line es Seco When your drawing loo like the one above, you are rea oks ady to add s some second dary lines. Your color schem may not match what you see in our diagram me t ms. You can set your c color prefere ences in Project Sett tings and we will cover that later. 12

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1 Select Secondary Line from t Lines to pallet and start creating the line shown in the t y the ool es
follow wing diagram m.

Aside from th color diff he ferences, yo drawing should look like this: our k

o opic. Now save your drawing and we will move on to the next to

Placing inline compon P nents

u pleted the b basic layout of your P&I it is time to place so ID, e ome inline Now that you have comp omponents such as han valves, check valves and contro valves. You will add these comp nd s ol ponents co on both sides of the tank near the pump and a the heat e s k, at exchanger. ou place them according to the following diagram. Remembe inline components c a o er, can be Yo should p modified late m er. 13

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1 Sele a valve symbol from the Valves tool pallet and start pl ect s m lacing the va alves shown in the n
following diagra (reducer are found in the Fittin palette and instrum am rs ngs ments, in the e ruments palette). Instr

u ocation of th hese compon nents we created the fo ollowing det tail views: To help you with the lo

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At the sides of th tank, left and right e he NOTE To flip the direction of a reducer, select it an click on th Flip grip (arrow shap E f nd he pe).

Aroun the heat exchanger nd When you ar finished placing your inline comp W re p ponents, sav your draw ve wing.

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Adding Ins strumentat tion and ta ags

Add instrumen d nts As you prob bably know, instrument tation is ver often connected to co ry ontrol valve and/or other es regulating inline compo onents. The react on signals su ey uch as, pres ssure, tempe erature or fl low eceive from the process lines they are attache to. In thi exercise, we are goin to s ed is ng that they re build some instrumenta ation loops connected t control va to alves, flow t transmitters and tempe s erature indicators. We will also add some tags to the equipment You will s o e t. see your dra awing startin to ng real P&ID. look like a r In the next figure, you will see wh instrume you shou place an where it s hat ent uld nd should be placed.

1 Sele the appro ect opriate instr ruments from the Instr ruments pale ette. Place them in the e
locat tions shown in the follo n owing diagra ams. as shown.

2 Sele the signa line from the Lines pa ect al alette (and one tubing line). Conn nect the inst truments,

When you h have finishe the instru ed umentation, save your d drawing. Add tags d Next we wil add tags to the equip ll t pment. 1 Place the tags by right-click e b king on the equipment you want to tag and se o electing Ann notate -> Tag. . 16

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2 3

Add ta information in the dialog. ag Positio your tags as shown in the next figure. on

Save your dr rawing.

Offpage Co O onnectors
Place Connecto on first drawing e ors Quite often a process is laid out on multiple dra Q awing sheet ts. The continuation of a pipeline f f from sh heet to shee is marked by using O et d Offpage Con nnectors. In this exercise we will a n add another sheet to our drawin and conn o ng nect the con ntinuous pipe elines with O Offpage Con nnectors. L Lets start with the drawing wev already made. ve m 1 2 In the Non-engineering palet e tte, select the Offpage Connector s symbol. Place the 5 Offpa age Connect tors as show in the following diagram. wn We will add requi ired informa ation to thes arrows in a later exe se n ercise.

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ate d Crea second drawing Now that yo ouve placed these conn d nectors, you need anot u ther drawing to connect them to. W will g t We create a new drawing in the Coolin folder, W ng Water subfold der. 1 2 ht-click on th Water su he ubfolder and create a ne drawing. d ew Righ Ente the follow er wing informa ation into the New DWG dialog. G

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Place items on new drawi e ing 1 2 Place a tank on the new P&ID and give a tag of TK-512. Draw a primary line from the left edge o the drawi e of ing to the ta ank as show in the nex wn xt figure e.

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Now place an Offpage Conn w O nector at the left end of the primar line you j ry just created. This is where th line will c his connect to t the same lin on the other drawing It will cor ne g. rrespond ctor coming from the He Exchang H-150. It should lo eat ger ook something like with the connec : this:

Save both d drawings be efore we con ntinue to the next exerc e cise.

Tagging P Pipelines

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n y specs, service and line number tha should be at e In the following figures you will see the sizes, s entered at th tag assignment for e he each line. A After entering the neces ssary inform mation you w also will e ent ar opriate pipeline. These tags will be placed in t e the first need to place the differe tags nea the appro drawing you created. NOTE If the box is chec N cked next to Place anno otation after assigning t r tag, you will be prompte to l ed se elect a locat tion for the tag in the s same operat tion. 1 2 3 Right-click over a line and se elect Assign Tag Fill in the appropriate size, s spec, service and number for each line you see in the follo e e owing ams. diagra Edit th reducer annotations to get the appropriate tag. he a s e

Detail view showi l ing tag loca ations and added inform mation.

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Deta view show ail wing tag locations and added infor c rmation.

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Detail view showi l ing tag loca ations and added inform mation. Des scriptions wi be handle later ill ed when we cover Data Manage D er. When you ha W ave finished, the drawin should lo ng ook like the one below.

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Adding Dr rawing and Project P d Properties

Draw wing prope erties It is important to capture all relevant da not only on the drawing but in the da model, as well. Since this is an a ata n g, ata s intelligent P& application data stored in the data m &ID model will auto omatically show in the app propriate location on the drawing. Oth data not ty her ypically show on the draw wn wing will be us in commo reports. W talk abou sed on Well ut reporting late Right now we want to a more info er. w, add ormation into our project and drawing properties. In the followin figures you will see the drawing and project prope ng u erties to enter for this exercise. You should see r from/to drawi informatio that was au ing on utomatically a added to the c connectors (th may requi a Rebuild, first). his ire 1 2 Right click on eac of the two d ch drawings and select Prope erties. Enter the informat tion from the following diag grams. TE r matically filled d. NOT The Author field is autom

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Drawin Properties to be entered ng d. Proje propert ect ties In the Projec Setup dial n ct log you will want to ent informat ter tion in both Project Dat and Client ta In nformation. Enter the information that is show in the fo i wn ollowing diag grams. 1 2 3 -click on the project name and sele Propertie e ect es. RightEnter information into the Pr n roject Data fields. t ormation and enter information for those fields d s. Select Client Info

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TE re lt More fields c can be adde and these fields ed e NOT These ar the defaul fields for a project. M can be deleted. Categories can also be added and deleted. s d

Proje Data properties to be e ect entered.

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Client Information properties to b entered. p be When you are done entering this informa W g ation, save yo drawings. our

eTransmit f files
les d rawings and information to other people that n n need them, like E-transmit fil are used to send dr ustomers an contracto nd ors. In this e exercise we will create an e-transm file. It is important that all mit s cu drawings and all project settings are captured in this trans d e smittal, so that the rece eiving party can y tart to work with our pr k roject settin ngs right aw way. st 1 2 Select File->eTra t ansmit The current draw wing and ass sociated files will be add s ded to the F Files Tree. Add File. Click A Add th other dra he awing (reme ember the f structure we set up when we cr file e reated the projec ct?). Add also the Proje ect.xml, Pro ocessPower. .xml and the ProjectPow e wer.xsd. Th hey can be fou und in the Project folde which for this projec is C:\Draw P er, r ct wings\Projec cts\AutoCAD P&ID D - Ame ericas Reseller Launch. 27

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E-tra ansmit exam mple 3 4 Click Transmitta Setups k al Sele Modify. ect In our e-trans smit, the following settings are required: ackage type e: Pa Fil Format: le Transmittal Options: O Zip xisting Keep Ex Keep file and folde as is es ers Include Fonts Include files from d data links Include photometric web files c Set defa ault plotter t None to Prompt for passwor rd n: e CAD P&ID tr raining Transmittal Description e-Transmit package used in AC 28

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e-Tran nsmit settin ngs When these s W settings hav been mad you can create your transmittal in the sam directory as the ve de r me project settin and proj ngs ject drawing gs.

The T Data Manager

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e M and manipu ulate your co omponent and line data and to a You can use the Data Manager to view, edit, a generate re eports that you export t and impo from Microsoft Excel. In this ex y to ort xercise we w add will extra inform mation to the different t types of equ uipment using the Data Manager. This inform a mation is necessary t determine the type o equipmen the settin of the equipment and all other related to e of nt, ngs r information that is used for buildin the syste you designed with A n ng em AutoCAD P& &ID. In this exer rcise you will need to w work in the d drawing, Main Water Flo (the first drawing yo ow t ou created). Y You will add information to the equ n uipment and to the offpage connectors you cre d eated earlier. will m the Data Manager is act tive. If the data manag is not di ger isplayed Also, you w need to make sure t at the botto of your workspace, you need to click on th Data Man om w o he nager icon in the AutoCA P&ID n AD tool bar or enter datam manager at t the comman prompt. nd

oCAD P&ID Toolbar T Auto

The Data Manag ger, in Proje Data Mode ect 1 Make sure the Data Manager is in Draw D wing Data m mode (check the dropdo k own at the u upperof left o the Data Manager). 30

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Add th following information to your eq he g quipment: a. Browse to Engineering Items > E o Equipment > Tanks and enter the f d following pr roperty data. ur y rder as show in these wn NOTE You columns will probably not be in the same or diagrams. Use the sc croll bar at t the bottom of the Data Manager to scroll over to o r umns. these colu NOTE You can rearra u ange the ord of your c der columns by dragging th column h he header into the po osition you want.

o Equipment > Pumps an enter the following p nd property b. Browse to Engineering Items > E data.

o Equipment > Heat Exch hangers and enter the d c. Browse to Engineering Items > E following property data. p

o eering Items > Connec ctors > Off P Page Connec ctors and en nter the d. Browse to Non Engine following property data. p NOTE To help clarify which data go with wh hich connect tor, see also the diagram o ms after the table. t

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Righ hand side of drawing. ht

Top left of draw wing

Bottom left of draw m wing

When you have entered all of t data, save the changes the e s.

Export to Excel
Sometimes other people need to h have input o what data is associat on a ted with items in your P&ID. &ID allows you to export data from the Data M y m Manager to an Excel spreadsheet w which can AutoCAD P& be modified by others and importe back into your drawi d ed o ing through the Data M Manager. Th can his be either Pr roject or Dra awing specific data. W When you import the spr readsheet, a changes will be all 32

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and you hav the oppor ve rtunity to ac ccept or reje the chan ect nges. You can accept/reject highlighted a he me once. th changes one at a tim or all at o In this exercise you will export data from the p n a project, spec cific to primary line seg gments. You will u ad data to t dd the spreadsh heet in Exce and then import the changes. el, 1 2 3 4 In the Data Mana e ager make s sure that you are lookin at Project Data (chec the dropd ng t ck down). Select Primary Line Segment and expo t ts ort the l line informa ation (your p project folde is er proba ably a good destination for the export file). Open Microsoft Excel and add informatio about the manufactu on urer, the su upplier and s some comm ments on eac line. ch When you have added inform a mation for e each pipeline segment, save your s e spreadsheet and close Excel. AD d Return to AutoCA P&ID and import the updat ted spreadsh heet.

at hat ange is prec ceded by a y yellow highl lighted Look a the Data Manager. Each line th has a cha cell an every cell that has c nd changed is h highlighted. Notice, als that whe you mous over so, en se a changed field, the previous value for t t s that field shows in the t tool tip, nex to the cur xt rsor. s ption to accept or rejec each chan ct nge (right-cl lick on a mo odified At this point you have the op cell) o use the to or ools at the t top of the D Data Manage er.

Try ac ccepting som and reje me ecting others Save you changes. s. ur

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Reporting
e tter represented in a re eport rather than on a d drawing. Since As stated earlier, some data is bet &ID creates intelligent d drawings an keeps the data in the drawing, y nd e e you have ac ccess to AutoCAD P& many comm mon reportin functions through th program interface. T ng s he This will sav you a lot of time ve counting pip pelines for a line list! In this exer rcise we will again expo data, but in this case it will be f ort t formatted in a specific r n report type. 1 Manager is s to Projec Reports ( set ct (check the d dropdown). Make sure that your Data M

, You can also create cus o stom The highlighted list, above, shows the default report types. Y repo template ort es. This procedure is de etailed in th help files. he . 2 3 High hlight (click on) Project Reports and click on th Export to d he ool. Mark the checkb k box for each of the follo h owing repor types: rt Control Valv List C ve Document Registry D R Equipment List E L Instrument List I

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4 5 6 7

Open the report in Excel. i Notice that each list has become a shee in the Exc file. e et cel Chang or add so ge ome informa ation on the different sheets and save the file. e Return to AutoCA P&ID and make sure that you a still in Pr AD d e are roject Repor mode. rts rt rt xls ce oCAD P&ID shows the c changes per line r Impor the Repor Exercise.x and notic that Auto and field (just like we saw in the data view export/import exer n rcise). urse, you ha ave the opti ion to accep or reject t pt the changes one at a time or all at once. s t Of cou Save the drawing we may want to use it later in this course. g

Convert AutoCAD Blo to P&ID Symbol C ock D

etry into inte elligent P&ID geometry is easy to d in AutoCAD D y do Converting generic AutoCAD geome &ID. We ca this proce classify all ess ying. This c can make your life easi if you ha ier ave been cre eating P& P& &IDs in base AutoCAD or AutoCAD LT. D To convert AutoCAD sym o mbols we first need a sy ymbol to convert. 1 e ifugal Pump shown in the next figu and save it as a block. p ure e Create the Centri The size of the pu ump is relat tively the sa ame as the p pump in the Main Wate Flow draw e er wing you created earlier.

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en ght-click on it and selec Convert to P&ID Obje ct o ect. Whe the block is done, rig This is necessar to add int ry telligence to the symbo This sym o ol. mbol can be classified as an s ineering Item, Equipme ent, Pumps and finally H Horizontal C Centrifugal P Pump as sho own in Engi the f following fig gure.

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Conclusion C n
es se. We hope we have b been able to show how easy it is to create inte o o elligent This conclude the cours &IDs from a interface that is already familiar to you. an r P& We W thank you for workin through o class ex ng our xercises and we hope yo are excit ou ted about th ease he and power of creating P& f &IDs in Auto oCAD P&ID. .

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