User Exercises

AutoCAD P&ID 2008 

Michael Halladay 
Autodesk, Inc. 
7/26/2007 
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P&ID

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

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

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This page inten

ntionally
y left bllank.

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

What is in this co
ourse Learn how to use
u AutoCAD Plant P to draw in g and Instrumentation
ntelligent Piping
Diagram ms (P&IDs). At A the end of the
e session you will
w understand d how Autodeskk Plant leverages standard Au utoCAD
productctivity tools with user-customizaable symbols to o quickly and easily
e create an
nd edit drawingss in a way not possible
p
using base
b AutoCAD You will receivve in-depth step p-by-step instru
uctions on how to take a typica al P&ID and levverage
standarrd AutoCAD functionality to makem a number of graphical re evisions to the drawing
d while ensuring
e all end
d-line and
in-line equipment
e maintain connectivvity and inherita
ance. You will learn how to en nsure consistency of process pipe line
propertties across multiple drawing filles.

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Creating a P&ID draw

wing

In this sessio
on we will crea
ate the P&ID (shown below w), to provide a general ide
ea of how to use
u AutoCAD
D P&ID to
create producction P&IDs. In particular, we will cover these items in this order:
A. wing equipment & assigning tags
Draw
B. Connnecting equipment with pro ocess lines
C. Placiing hand valvves, reducers and control valves
v
D. Placiing instrumenntation
E. Entering equipme ent data and placing
p equipmment annotatiions
F. Entering pipeline data
d and placcing pipeline annotations
a
G. Placiing off page connectors.
c

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L
Launching AutoCAD Plant Solu
utions P&ID
D 2008
As with other AutoCAD
A based products, you can launch P&ID from
m either the de
esktop icon or from the pro ograms
sttart menu. Th
his will invoke
e AutoCAD in the P&ID wo orkspace. Thee environmen nt should be fa
amiliar as it iss
le
everaging stan
ndard AutoCA AD. The mosst important elements of P&
&ID workspacce to become e familiar with are the
P&ID workspacce toolbar, the tool palette and the Project Manager.

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Creating a project
In Plant P&IDD 2008 you will create P&ID
Ds in a projecct environmennt. This is an administrativve task not typ
pically
done by all users, but for the
t sake of fa
amiliarity with the conceptss of the projecct environmen
nt we will creaate a new
project with fo
olders and su
ubfolders.

Prroject drop-down

These folderss and subfoldders get their own

o specific settings
s as we
w will see in this
t exercise. Once you’vee
established the required structure
s you will
w create some new draw wings. So, be sure to save this structure
e, because
d it later. Use the following
you will need g inputs when you set up your structure (see second diagram, belo ow):

Standard: PIP
Project Namme: AutoCAD P&ID – Amerricas Resellerr Launch
Project Desccription: Americas Reseller Trainning on AutoCCAD P&ID
Project direc
ctory: older named Drawings with a subfolderr named Proje
Create a fo ects
Project DWG G directory: Create a second
s folder in the Drawin
ngs folder nam
med Project DWG
D

1 Clickk on the Projeect drop-downn (just above the

t Project na
avigation wind
dow) and sele
ect New Proje
ect…

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Project dro
op-down

Create Pro
oject dialog

Before accepting these settings, make su

ure the option
n “Edit projectt properties after
a creating” is unchecked
d.

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

1 Right click on the project namee and select New

N om the menu.
Folder fro

Project right-click menu

Each folder becomes

b its own
o folder in your
y “Project DWG” folder..

ders you are going

The main fold g to create are:
• Oil
• Fuel
• Coolling

See the follo

owing diagra
am.

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Notice the check in the “Proompt for temp plate” checkboox when we create
c the Coo oling folder. When
W you cre
eate a
drrawing in Oil or
o Fuel the prroject default template will be used. Bu
ut, you will be prompted forr the templatee when
yo
ou create drawings in the Cooling
C folder.

Now, let’s creaate more subffolders in Oil, Fuel and Coo oling. The follders we crea
ate in this partt of the exercise are
or organization within the project
fo p tree. Physical
P foldeers will not be created on your
y hard diskk, because we e
unncheck the boox “Create follders relative to parent fold
der storage loocation”. Theyy will inherit th
he attributes of the
paarent folders.

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1 This time, right-click on the parrent directory and select New Folder froom the menu.

ou understan
Now that yo nd the procedure, create
e the followin
ng subfolders:
In Oil create Main,
M Seconddary and Filtrration
In Fuel create Gas, Gasoline e and Measuuring
In Cooling create Water
W and Airr

nish creating the

When you fin t project the
e project tree should look like
l this:

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

C
Create a dra
awing and place equ
uipment
Creatte drawing
g
Now we will start
s a new drawing in the project you just cre
eated. This
s P&ID is going to be crreated
n the Cooling
in g folder and
d is part of the
t Water su
ubfolder.

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

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2 Enteer values as shown belo

ow:

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

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

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Save your drrawing. We will

w use it as we
w continue th
hrough the exxercises.
Adding prrimary and secondary
y lines
Prim
mary lines
We will noww add primary and seco ondary lines to connect the equipm ment we justt placed. Th he
direction off flow for the
e lines will be
b determined by the direction you u create the lines. If neecessary,
the direction can be ch hanged. We e will cover this
t later, when
w we look
k at the editting tools.

1 Seleect Primary Line

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

HINNT To determ mine if a line

e is attached to a piece
e of equipmeent, select it.
i If it is atttached,
therre will be a circular
c shapped grip at the
t attachedd end. If no
ot, the grip will look like
e a plus
sign (+).
ondary line
Seco es
When your drawing loo oks like the one above, you are rea
ady to add some
s second
dary lines. Your
color schem
me may not match whatt you see in our diagram ms. You can set your color
c prefere
ences in
Project Setttings and we will cover that later.
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1 Selectt Secondaryy Line from the

t ool pallet and start creating the line
Lines to es shown in the
follow
wing diagram
m.

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

Now save your drawing and we will move on to

o the next to
opic.

P
Placing inline compon
nents

Now that youu have comp pleted the basic

b layout of your P&IID, it is time
e to place so
ome inline
omponents such as han
co nd valves, check valvess and contro
ol valves. You will add these comp ponents
on both sides
s of the tank
k, near the pump and ata the heat exchanger.
e

ou should place
Yo p them according
a to
o the following diagram. Remembe
er, inline components can
c be
m
modified late
er.
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1 Seleect a valve symbol

s from
m the Valves tool pallet and start pllacing the va
alves shown
n in the
following diagra
am (reducerrs are found in the Fittin
ngs palette and instrum
ments, in the
e
Instrruments palette).

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

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

Aroun
nd the heat exchanger

W
When you arre finished placing
p your inline comp
ponents, sav
ve your draw
wing.

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Adding Ins
strumentattion and ta
ags
Add
d instrumen
nts
As you prob bably know, instrumenttation is verry often connected to co es and/or other
ontrol valve
regulating inline compoonents. Theey react on signals – suuch as, presssure, tempe erature or fllow –
that they reeceive from the process
s lines they are attacheed to. In thiis exercise, we are goin
ng to
build some instrumenta ation loops connected tot control vaalves, flow transmitters
t s and tempeerature
indicators. We will also
o add some tags to the e equipmentt. You will see
s your draawing startin
ng to
look like a real
r P&ID.
In the next figure, you will see wh
hat instrume
ent you shou
uld place an
nd where it should
s be placed.

1 Seleect the appro

opriate instrruments from the Instrruments pale
ette. Place them in the
e
locattions shown
n in the follo
owing diagra
ams.

2 Seleect the signa

al line from the Lines pa
alette (and one tubing line). Conn
nect the insttruments,
as shown.

When you have

h finishe
ed the instru
umentation, save your drawing.
d
Add
d tags
Next we willl add tags to
t the equip
pment.
1 Place
e the tags by
b right-click
king on the equipment you want to
o tag and se
electing Ann
notate ->
Tag..
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2 ag information in the dialog.

Add ta
3 on your tags as shown in the next figure.
Positio

Save your drrawing.

O
Offpage Co
onnectors
Place
e Connecto
ors on first drawing
Quite often a process is laid out on multiple dra
Q awing sheetts. The continuation off a pipeline from
f
sh
heet to shee
et is markedd by using Offpage
O Con
nnectors. Inn this exercise we will add
a another sheet
to
o our drawin
ng and conn nect the conntinuous pipe
elines with Offpage
O Connnectors. Let’s
L start with the
drawing we’vve already made.
m
1 In the
e Non-engineering palettte, select the Offpage Connector symbol.
s
2 Place the 5 Offpa
age Connecttors as show
wn in the following diagram.
We will add requiired informa
ation to thes
se arrows in
n a later exe
ercise.

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ate second
Crea d drawing
Now that yoou’ve placed
d these conn
nectors, youu need anotther drawing
g to connectt them to. We
W will
create a new drawing in the Coolin
ng folder, Water
W subfoldder.
1 ht-click on th
Righ he Water su
ubfolder and
d create a ne
ew drawing.
2 Ente
er the follow
wing informa
ation into the New DWG
G dialog.

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e items on new drawiing

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

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

Save both drawings

d be
efore we con
ntinue to the
e next exerc
cise.
Tagging Pipelines
P

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n the following figures you

In y will see the sizes, specs,
s service and line number thaat should bee
entered at thhe tag assignment for each
e line. After
A entering the necesssary inform
mation you will
w also
need to placee the differe
ent tags neaar the approopriate pipeline. These tags will be
e placed in the
t first
drawing you created.
NOTE If the box is chec
N cked next to Place anno
otation afterr assigning tag,
t you willl be prompte
ed to
se
elect a locattion for the tag in the same
s operattion.
1 Right--click over a line and se
elect Assign Tag…
2 Fill in the appropriate size, spec,
s service
e and number for each line you see
e in the follo
owing
diagra ams.
3 Edit th
he reducer annotations
a s to get the appropriate
e tag.

Detaill view showiing tag loca

ations and added inform
mation.

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Deta
ail view show
wing tag loc
cations and added inforrmation.

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Detaill view showiing tag loca

ations and added inform
mation. Des
scriptions wiill be handle
ed later
when we cover Data
D Manageer.
W
When you ha
ave finished, the drawin
ng should lo
ook like the one below.

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Adding Drrawing and

d Project Properties
P
Draw
wing prope
erties
It is important to capture all
a relevant daata not only on
n the drawing ata model, ass well. Since this is an
g, but in the da
intelligent P&
&ID application data stored in the data model
m will auto propriate location on the
omatically show in the app
drawing. Oth her data not tyypically show
wn on the drawwing will be ussed in commo on reports. We’ll
W talk abou ut
reporting late
er. Right noww, we want to add
a more info ormation into our project and drawing properties.
In the followin u will see the drawing and project prope
ng figures you erties to enterr for this exercise. You should see
from/to drawiing informatio
on that was au utomatically added
a to the connectors
c his may requiire a Rebuild, first).
(th
1 Right click on eac
ch of the two drawings
d and select Prope
erties.
2 Enter the informattion from the following diag
grams.
TE The Authorr field is autom
NOT matically filled
d.

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Drawin
ng Properties to be entered
d.

Proje
ect propertties
In
n the Projec
ct Setup diallog you will want to entter informattion in both Project Datta and Client
In
nformation. Enter the information
i that is show
wn in the fo
ollowing diaggrams.
1 Right--click on the
e project name and sele
ect Propertie
es.
2 Enter information
n into the Prroject Data fields.
3 Selectt Client Info
ormation and
d enter information for those fields
s.

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NOTTE These arre the defaullt fields for a project. More

M fields can
c be adde
ed and these
e fields
can be deleted. Categoriess can also be added and d deleted.

Proje
ect Data properties to be entered.
e

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Client Information properties

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

eTransmit files
f

E-transmit filles are used

d to send drrawings and information n to other people that need
n them, like
cuustomers annd contractoors. In this exercise
e we will create an e-transmmit file. It is
s important that all
drawings and d all project settings aree captured in this trans
smittal, so that the rece eiving party
y can
sttart to work
k with our prroject settin
ngs right aw
way.
1 Selectt File->eTra
ansmit
The current draw
wing and ass
sociated files
s will be add
ded to the Files
F Tree.
2 Click Add
A File.
Add th
he other draawing (reme ember the file
f structure e we set up when we crreated the
projec
ct?). Add also the Projeect.xml, Pro
ocessPower..xml and the e ProjectPow
wer.xsd. Th
hey can
be fou
und in the Project
P folde
er, which forr this projec
ct is C:\Draw
wings\Projec
cts\AutoCAD
D P&ID
- Ameericas Reseller Launch.

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E-tra
ansmit exam
mple
3 Click
k Transmitta
al Setups…
4 Sele
ect Modify.
In our e-trans
smit, the following settings are required:
ackage type
Pa e: Zip
Fille Format: xisting
Keep Ex
Transmittal Options:
O Keep file
es and folde
ers as is
Include Fonts
Include files from data
d links
Include photometric
c web files
Set defa
ault plotter to
t None
Prompt for passworrd
Transmittal Description
n: e-Transmit package
e used in AC
CAD P&ID trraining
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e-Tran
nsmit settin
ngs
When these settings
W s havve been mad de you can create yourr transmittal in the sam
me directory as the
project settin
ngs and projject drawing
gs.
T Data Manager
The

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You can use e the Data Manager

M to view, edit, and
a manipuulate your coomponent and line dataa and to
generate reeports that you
y export to
t and impo ort from Microsoft Excel. In this ex
xercise we will
w add
extra inform
mation to the different types
t of equuipment using the Data a Manager. This inform
mation is
necessary to
t determine e the type of
o equipmen nt, the settin
ngs of the equipment and all otherr related
informationn that is used for buildin
ng the systeem you designed with AutoCAD
A P&
&ID.
In this exerrcise you will need to work
w in the drawing,
d Main Water Floow (the firstt drawing yo
ou
created). You
Y will add information
n to the equuipment and
d to the offpage connectors you cre eated
earlier.
Also, you will
w need to make
m sure the
t Data Manager is acttive. If the data manag ger is not diisplayed
at the botto
om of your workspace,
w o click on th
you need to he Data Man nager icon in
n the AutoCA AD P&ID
tool bar or enter datam
manager at the
t comman nd prompt.

oCAD P&ID Toolbar

Auto T

The Data Manag ect Data Mode

ger, in Proje
1 Make sure the Data
D Manager is in Draw
wing Data mode
m (check
k the dropdo
own at the upper-
u
left of
o the Data Manager).

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

o Engineering Items > Equipment

b. Browse to E > Pumps an
nd enter the following property
p
data.

c. Browse too Engineering Items > Equipment

E > Heat Exch
hangers and
d enter the
following property
p data.

d. Browse too Non Engineeering Items > Connec

ctors > Off Page
P Connec
ctors and en
nter the
following property
p data.
NOTE To help clarify which data go with wh
hich connecttor, see also
o the diagram
ms
after the table.
t

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Righ
ht hand side of drawing.

Top left of draw

wing Bottom
m left of draw
wing

3 When you have entered all of the

t data, save
e the changess.

Export to Excel
Sometimes other people need to haveh input on
o what data a is associatted with items in your P&ID.
AutoCAD P& &ID allows you
y to export data from
m the Data Manager
M to an Excel spreadsheet which
w can
be modifiedd by others and importe ed back intoo your drawiing through the Data Manager.
M Th
his can
be either Prroject or Dra
awing specific data. When
W you import the sprreadsheet, alla changes will be
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highlighted and
a you havve the opporrtunity to ac
ccept or reje nges. You can accept/reject
ect the chan
he changes one at a tim
th me or all at once.
o
In
n this exercise you will export data
a from the project,
p spec
cific to primary line seg
gments. You
u will
ad
dd data to the
t spreadshheet in Exce
el, and then import the changes.
1 In the
e Data Mana
ager make sure
s that you are lookin
ng at Projectt Data (chec
ck the dropd
down).

2 Selectt Primary Line Segmentts and expo

ort the line
l informa
ation (your project
p folde
er is
proba
ably a good destination for the export file).
3 Open Microsoft Excel and add informatio
on about the manufactu
urer, the su
upplier and some
s
comm
ments on eac ch line.
4 When you have added
a inform
mation for each
e pipeline
e segment, save your spreadsheet
s and
close Excel.

5 Return to AutoCA
AD P&ID and
d import the updatted spreadsh
heet.
Look at
a the Data Manager. Each line th hat has a cha ange is prec
ceded by a yellow
y highllighted
cell an
nd every cell that has changed
c is highlighted.
h Notice, als
so, that wheen you mous se over
a changed field, the
t previous
s value for that
t field shows in the tool
t tip, nex
xt to the currsor.
s point you have the op
At this ption to accept or rejec
ct each chan
nge (right-cllick on a mo
odified
cell) or
o use the to
ools at the top
t of the Data
D Manage er.

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

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nt Solution
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AutoCAD D 2008 Training Manual
P&ID

Reporting

As stated earlier, somee data is bettter represented in a re

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

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

34
 Plantt Solutions
s AuttoCAD P&ID 2008 Training
g Manual

4 Open the report in

i Excel.
Notice
e that each list has become a shee
et in the Exc
cel file.
5 Chang
ge or add so
ome informa
ation on the
e different sheets and save the file.
6 Return to AutoCA
AD P&ID and
d make sure
e that you are
a still in Prroject Reporrts mode.
7 Imporrt the Reporrt Exercise.x
xls and notic
ce that Auto
oCAD P&ID shows the changes
c perr line
and field (just like we saw in
n the data view export/import exerrcise).
urse, you ha
Of cou ave the optiion to accep
pt or reject the
t changes
s one at a time or all att once.
8 Save the drawing
g we may want to use it later in this course.

C
Convert AutoCAD Blo
ock to P&ID
D Symbol

Converting generic AutoCAD geome etry into inte

elligent P&ID
D geometryy is easy to dod in AutoCAD
&ID. We ca
P& all this proce
ess “classify
ying”. This can
c make your life easiier if you ha
ave been cre
eating
P&
&IDs in base AutoCAD or AutoCAD D LT.
To
o convert AutoCAD sym
mbols we first need a sy
ymbol to convert.
1 e the Centriifugal Pump
Create p shown in the next figu
ure and save
e it as a block.
The size of the pu
ump is relattively the sa
ame as the pump
p in the
e Main Wate
er Flow draw
wing
you created earlier.

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 Plan
nt Solution
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AutoCAD D 2008 Training Manual
P&ID

2 en the block is done, rig

Whe ght-click on it and selec
ct Convert to
o P&ID Obje
ect.
This is necessarry to add inttelligence to
o the symbo
ol. This sym
mbol can be classified as
s an
Engiineering Item, Equipme ent, Pumps and finally Horizontal
H C
Centrifugal P
Pump as shoown in
the following
f fig
gure.

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 Plantt Solutions
s AuttoCAD P&ID 2008 Training
g Manual

C
Conclusion
n

This conclude
es the cours
se. We hope we have beenb o show how easy it is to
able to o create inte
elligent
&IDs from an
P& a interface that is already familiarr to you.
We thank you for workin
W ng through our
o class ex
xercises and we hope yo
ou are excitted about th
he ease
and power off creating P&
&IDs in Auto
oCAD P&ID..

37