MM - ICAS - Model - P&ID Demonstration Script

CADWorx P&ID Professional
Product Demonstration
June 1, 2017
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Table of Contents
Capabilities ...................................................................................................................................................4
Configuring BricsCAD .................................................................................................................................6

BricsCAD Initial setup ................................................................................................................................................................6
Set template path ...............................................................................................................................................................6
Adjust Quad settings ..........................................................................................................................................................7
Change grid settings ..........................................................................................................................................................8
Create new database....................................................................................................................................9
Create new drawing ................................................................................................................................... 11

Border ......................................................................................................................................................................................12
Drafting in a Previous Drawing ................................................................................................................. 15

Line Service, Count, Insulation Data .......................................................................................................................................16
P&ID Setup ..............................................................................................................................................................................18
Line Numbering .......................................................................................................................................................................18
Basic Drafting ............................................................................................................................................. 20

Equipment................................................................................................................................................................................20
Process Lines ..........................................................................................................................................................................22
Link Arrows ..............................................................................................................................................................................27
Linking Process Lines between Drawings ...............................................................................................................................27
Add Process Line Arrows ........................................................................................................................................................29
Advanced Drafting ..................................................................................................................................... 30

Pump and Secondary lines ......................................................................................................................................................30
Add a pump .....................................................................................................................................................................30
Process Lines ..........................................................................................................................................................................31
Add Process Line Arrows ........................................................................................................................................................34
Instruments ..............................................................................................................................................................................35
Add Menu Symbols .................................................................................................................................... 37
Block Manager............................................................................................................................................ 41
Multiple Edit ................................................................................................................................................ 44
Project Database Data Entry and Reports ............................................................................................... 46
Legacy Conversion .................................................................................................................................... 51

Delete a Legacy drawing from the database ...................................................................................................................55
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Loop Generation ........................................................................................................................................ 57
Internet Publisher ....................................................................................................................................... 63
Datasheets .................................................................................................................................................. 67
CADWorx Instrument Datasheets ............................................................................................................................................67
CADWorx Equipment Datasheets ...........................................................................................................................................76
During this training, we will go through a short P&ID exercise. Use this document to come up with your own
training or use this next time you schedule a product demo. If using the demo master files, update the
configuration files to point to your installation folder, either the C or D drive.
Using a live database will enable you to use the product more in-depth. A live database will also enable you
to go into the project database and run reports easily. If time permits, the live database function also allows
you to practice Loops, Internet Publisher, and Datasheets.
Capabilities
CADWorx P&ID
CADWorx P&ID allows designers to choose how much information or external documentation is attached to
components within their process and instrumentation diagrams.
CADWorx P&ID offers a range of drawing modes from quick and simple diagrams to real-time project data
across multiple drawings. CADWorx P&ID can link items within existing drawings to bi-directional ODBC
databases in native Access, Excel, SQL, Oracle, or dBase formats. This means that drawings made up of
line and blocks or legacy P&IDs created by third party software can be made useful for the life of the plant.
CADWorx P&ID enables end-users to use their existing symbol libraries, automatically linking them to their
databases, thus ensuring continuity and increased functionality.
CADWorx/P&ID PIPING AND INSTRUMENTATION DIAGRAMMING
 Quick start drawing creation.
 Simple and intuitive drawing tools.
 Importing of users existing symbols.
 Conversion of legacy P&ID to CADWorx P&ID format.
 Customizable ODBC compliant bi-directional databases.
 Oracle, Access, Excel, dBase and SQL databases supported.
 Auditing controls keep drawing and database synchronized.
 Link files and documents to any component on the drawing.
 Automatic extraction of info from existing drawings.
 Easily customizable menus and symbol libraries.
 Assemblies.
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 Inline assemblies with automatic line breaking.
 Line lists with to and from information.
 Equipment lists.
 Valve lists.
 Instrument indexes.
 Symbols for vessels, tanks and process equipment.
 Symbols for conveyors, hoppers and mechanical handling.
 Symbols for pumps, compressors rotating equipment.
 Valve symbols such as gate, ball, 3-way and 4-way etc.
 Inline symbols such as control valves, flow elements etc.
 Arrows automatically placed to indicate process flow.
 Major and minor flow lines.
 Automatic line breaking.
 ISA standard line types and instrument symbols.
 Links to CADWorx LOOPS for automatic instrument loop generation.
CADWorx P&ID DRAWING CONVERTER
 Conversion of legacy P&ID to CADWorx P&ID format.
 Automatic extraction of info from existing drawings.
 Importing of users existing symbols.
 Customizable ODBC compliant bi-directional databases.
 Oracle, Access, Excel, dBase and SQL databases supported.
 Auditing controls keep drawing and database synchronized.
 Link files and documents to any component on the drawing.
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Configuring BricsCAD
When demonstrating CADWorx P&ID Professional on BricsCAD, there are some settings you may wish to
change prior to the demo. These settings will help you perform the demo with more ease.
BricsCAD Initial setup

When you first use CADWorx on BricsCAD, switch profiles form an AutoCAD profile, there are some settings
you may want to adjust to make delivering the demo easier. Here is what you may want to adjust, we will
explain each one in turn;
 Set template path

 Adjust Quad settings
 Change grid settings
Set template path
The default template folder is BricsCAD and the default template is in imperial. While in the Settings dialog
(type either OPTIONS or SETTINGS into the command line), search for Templates (you may need to use the
arrows to the right of the search box to cycle through some results) and you will find this setting,
Set the both the template path and sheet set path to the support folder for CADWorx Plant D:\CADWorx
2017 R1\P&ID\Support. Then, once the folder path is set, you can then set a default template (i.e.
Metric.dwt). This will open a metric template when you open a new page using the QNEW button
But will still give you all the template options if you use File>New
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Adjust Quad settings
The Quad can be useful when you are getting used to using BricsCAD with CADWorx, but it can get in the
way. Here are some settings you may want to try to make the demo run as smooth as AutoCAD.
Again, in Settings type Quad into the search and cycle through until you see the main Quad settings.
Increase the time delay for when the Quad appears, so that it doesn’t appear when you as soon as you
hover over a component, in the example below, it has been increased to 1000ms.
Also, double click next to Quad display, it will expand. A good suggestion is to have the display settings set
to the following,
This will prevent the Quad from displaying when you don’t need it, but also it makes hiding objects much
easier. That helps a lot for this demonstration. When you want to hide an object or selection of objects, select
them first them right click to bring up the Quad,
Then right click again the bring them back,
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Change grid settings

The default grid settings make the drafting environment seem quite different to the standard AutoCAD
environment that you will be used to using P&ID with. All you need to do is change the colour of the grid axis
and it will become much more familiar and you won’t notice any difference between the two CAD platforms.
In SETTINGS, search for Grid. Cycle through until you see Snap/Grid and expand that section.
Change the Grid axis, major and minor colour to
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Create new database

1. Start P&ID, close the Start-up Options dialog box, and click File Manager on the Setup panel.
2. Click the Project Directory ellipsis, and navigate to the C:\PPM\CADWorx\MM_ICAS_Model\Process

– Example folder.
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Your CADWorx P&ID File Manager window should resemble the example below.
3. Click Create a New Project .

4. In the Setup New Project Directory dialog box, click Access in the Database Type list, and then click
Browse.
5. Save the database as Project in the C:\PPM\CADWorx\MM_ICAS_Model\Process - Database folder,

and click Save.
6. Click Table Setup to display the Database Table Setup dialog. Click on VALVE, then click Add under
the Column Setup list and enter the following:
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7. Click OK three times to finish.
Create new drawing

1. Click New Drawing with Database . When asked select the template Metric.dwt.
2. Browse to the folder C:\PPM\CADWorx\MM_ICAS_Model\Process – Database, type PID1 for the

new drawing and click Save.
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Notes:
 Take a look at what is placed in the Process – Database folder when a database is created.
Border
1. Click Setup and then click Border in the CADWorx P&ID Setup dialog box.
2. Under Border type select Predefined, select the 594x420 (ISO-A2) border in the Predefined
borders list, and click OK.
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3. Click Edit Config File, when the CADWorx P&ID Setup dialog box comes back. Set MenuSymbolFile
to Flow_Alt_M if necessary and then click Save.
4. Click OK.
5. Type Intergraph in the Title Line 1 box.
6. Type P&ID Professional in the Title Line 2 box.
7. Type Training in the Title Line 3 box.
8. Type your initials in the Drawn By box.
9. Zoom in to title block area to view the attributes that you entered.
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If you then add a valve into the P&ID, you can view the additional data and see the new Supplier
column.
Drafting in a Previous Drawing

1. In File Manager select C:\PPM\CADWorx\MM_ICAS_Model\Process – Example from the Project
Directory list, and open PID126. The drawing should look like the example below.
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Line Service, Count, Insulation Data

1. To efficiently add similar data to components, you can enter the required data into a drop-down
list. This has been completed in the demo master files to ensure the demo runs smoothly, you can
remove some values from your master files to add in during the demo, if required. To add new
values during the demo, complete the following steps.
2. Click P&ID > Accessory > Database > Drop Down Setup. Alternatively, click Drop Down Setup
3. Select LINE for Table Name and Service in the Column Name list, type AG, SW, SWG in the Values
box, and click Add. This sets type AG, SW, SWG as the value for Service, as shown in the example
below.
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4. Select Count in the Column Name list, and repeat the previous step and then set the following
values for Count: 367, 368, 438, 449.
5. Select Insulate in the Column Name list, and then set the following values for
Insulate: -40H,-40W, and click OK.
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P&ID Setup
1. Click Size.
2. In the Sizes dialog box, set Main to 80, and click OK.
3. Click Specification.
4. In the Specification to use dialog box, set Specification to Metric_CS_Specs.prj and 150_MM,
and then click OK.
5. Click OK to close the Setup dialog box.
Line Numbering
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1. Click Setup on the Process Lines panel or navigate to P&ID > Accessory > Line Numbering. Set
the following categories: SIZE, SERVICE, COUNT, SPEC, and INSULATE with a separator between all
but SPEC and INSULATE, as shown in the example below. Set also the System On with Dynamic
Size/Spec. Note. These steps have been completed in the demo master files.
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Basic Drafting
Equipment
1. Click Vessels on the Equip panel. Ensure ORTHO is turned on (press F8), before continuing.
2. Insert a vertical vessel (30mm wide, 60mm high) with elliptical heads, and name the vessel V-106.
Click Nozzles on the Equip panel, and place a Nozzle-single line w/ blind to the top, bottom
(use OSNAP QUA), and upper left side of the vertical vessel as shown in the example below. Place
the left and bottom nozzles using the – (from Left or Bottom) option. All nozzles have a size of 80.
To help you place equipment and draft lines more accurately, it’s important at this stage to have
these settings active
Command Setting Spacing

GRID ON (F7 to toggle) 3.0000
SNAP ON (F9 to toggle) 3.0000 (or 1.5000)
OSNAP Midpoint n/a
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3. In the Editing Vessel Component dialog box, set Length to 6000, and set OD to 1800.
4. Click Additional Data, and add RECYCLE ACID GAS SEPARATOR to Service, 31 to Area, and 2 to
Unit.
5. Double-click Documentation and then attach the following document to the vessel:
C:\PPM\CADWorx\MM_ICAS_Model\Document\V-106.pvi
6. Selecting the file and clicking Open, opens the file in PV Elite.
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Process Lines
1. Draw the following major primary process line from the top of vessel T-103 to the upper-left side
nozzle on V-106, as shown below. The whole line must be displayed when completing the line to
ensure the process data is filled in automatically.
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2. Double-click the process line, and click Additional Data.
3. Set Service to AG, Area to 31, Unit to 2, Count to 449, and then click Next. Set Insulation (click
Next) to -40H. Click OK on all screens to exit.
4. Click Tag Line on the Process Lines panel, and add the following tag:
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5. Draw the following major primary process line from the top of vessel T-106 as shown below.
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7. Set Service to AG, Area to 31, Unit to 2, Count to 438, and then click Next. Set Insulation to
-40H. Click OK on all screens to exit.
8. Notice the message that the line TAG already exist on drawing PID123.
9. Click Tag Line on the Process Line panel, and add the following tag:
10. Add the following valves: Control Flg-Ball Diaphragm, a Check Flg, and a Ball Flg. These are all
150_MM spec, 80 valves.
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11. Click Valve-Control Flanged on the Valves panel. Add the valve as listed above and indicated
by the image below.
12. Click Valve-Regular Flanged on the Valves panel. Add the valve as listed above and indicated by
the image below.
13. Click Valve-Regular Flanged on the Valves panel. Add the valve as listed above and indicated by
the image below.
14. Double-click the valves, and add the tag indicated in the drawing above to the respective valves.
C1R for the control valve, A5R for the check valve, and A2R for the ball valve.
15. Use Flip symbol to correct the direction of the check valve.
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Link Arrows
1. Add a link arrow to line 438.
2. Click Links on the Equip panel.
Linking Process Lines between Drawings

1. Double-click the link arrow above and then click Make Link in the Editing Drawing Links dialog box.
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2. Select the line number and drawing as indicated below and then click Select.
3. Click Close.
The link is created.
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Add Process Line Arrows

1. Click Large on the Text panel.
2. Add the arrows as indicated by the red boxes in the example below.
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Advanced Drafting
Pump and Secondary lines
Complete this section if time allows.
Add a pump
1. Click Pumps on the Equip panel.
2. Place the pump as shown in the example below
3. Double-click the pump, and type P-117 in the Tag box. Set the pump size to 65x50.
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4. Add this documentation to the pump: C:\PPM\CADWorx\MM_ICAS_Model\Document\P-104.pdf.
5. Double-click the link to view the document.
Process Lines
1. Set the Main Size to 80 and the Reduction size on 65. Draw a major secondary process line from
the bottom of vessel V-106 to the pump, as shown below.
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3. Set Service to SW, Area to 31, Unit to 2, Count to 368, and click Next. Set Insulation to -40W.
4. Click Tag Line on the Process Lines panel, to add the tag shown below.
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5. Set the Main Size to 50 and draw a major secondary process line from the top of pump P-117 to the
side of vessel T-103, as shown below.

Set Service to SW, Area to 31, Unit to 2, Count to 367, and click Next. Set Insulation to -40W.
7. Click Tag Line on the Process Lines panel, and add the tag shown below.
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8. Add a Flanged Gate valve , a Y Strainer , an Eccentric Reducer , and a Union as shown
below. These are all found on the Valves panel. Use Flip symbol to correct the direction of the
Y Strainer. (Important: after insertion of the reduction, select the line to the left to assign it the
reduction size, to insert correctly all new components)
9. On the top process line (T-103 and after P-117), add the Flanged Ball and Check valves as
shown below. These can all be found on the Valves panel. Use Flip symbol to correct the
direction of the check valves.
Add Process Line Arrows

1. Click Large on the Text panel, and add the arrows in the example below.
2. Zoom extents to see the complete P&ID.
3. Type DBAUDIT or from the Modify Ribbon, then save and close the drawing.
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Instruments
1. Open PID121.DWG.
2. Next, you will insert instruments. Click Setup . In the CADWorx P&ID setup dialog box, set
Annotation to On. This toggle provides a means for annotating a symbol after initial placement. If
this toggle is on, the software provides a dialog box for editing the symbol or component.
3. Verify that the loop system setting is turned on (SetupEditConfigFile). When this system is on,
CADWorx P&ID adjusts the loop number per the tag. Note. This is turned on in the demo master
files.
4. Click Loop Numbering on the Setup or Instruments panels, click System On, and then click OK.
5. Set the SNAP on 1.50000 to make inserting easier.
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6. Insert the instruments listed below. It is on line 150-AG -435-150_MM-40H, the second flow line in
the upper-right corner of the drawing.
7. Click Discrete-Local
 Discrete-Local > Instrument > Function > FE > Tag > 107 (place as shown) and select an
instrument line type to connect it
 Discrete-Local > Instrument > Function > FIT > Tag > 107 (place as shown) and select an
instrument line type to connect it
8. Click Shared-Local
 Shared-Local > Electric > Function > FIC > Tag > 107 (place as shown) and select an electric
line type to connect it
 Discrete-Local > Electric > Function > FY > Tag > 107 (place directly above Control-Valve)
and draw the pneumatic line to connect it
10. Turn ORTHO off

 Discrete-Local > Instrument > Function > FV > Tag > 107 (place to right of Control-Valve)
12. Use Combine Instruments and select all instruments.
13. Select all instruments then click Change Att Layer on the Text palette to change all tag
numbers from red to white (layer colour setting for instrument text).
14. Important! When the demo is complete, remember to delete the FLOWLOOP.dwg and remove it
from the Miscellaneous section using the Menu Maintenance dialog.
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Add Menu Symbols

Make a block of this loop. Do not include the control station.
1. Type WBLOCK on the command line, and press ENTER. Click Pick point .
2. Select the bottom of the pneumatic line above the control valve for the insertion point, and then
click Select objects .
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3. Select the instruments as indicated in the example below. Press ENTER to finish.
4. Make sure to place the block in the C:\CADWorx 2013\P&ID\Support folder, and name the file
FLOWLOOP.dwg. Press OK to create the block.
5. Click Menu Symbols on the Setup panel. Select Miscellaneous in the Sections list, and then
click Add Item.
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6. Select the Insert tab and then click Browse. Navigate to the support folder, and select
FLOWLOOP.dwg. Select Normal under Insertion Action, type 1.00000 in Scale, select None in the
Table Name list, and Inst-1 in the Layer Name list. Finally, type FLOW LOOP in Description.
7. Click OK.
8. FLOW LOOP is added to the list for Miscellaneous. Click OK.
9. Click Miscellaneous on the Equip panel. Select FLOW LOOP in the list.
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10. Place it on the line as it shown in the example below.
11. Select the new 107 block, type X on the command line, and then press ENTER.
They explode and data is reset.
12. Click Combine Instruments on the Instruments panel. This command allows instrument bubbles
to be combined for easy modification. Double click a new instrument.
13. Set the tag number for the FE instrument to 108. Use Change Att Layer to reset the colour of
the tag number.
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Block Manager
1. Click Block Manager on the Modify panel to open the CADWorx P&ID Block and Layer
Manager.
The software displays a red arrow on the drawing for each item selected in the dialog box.
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2. In the Component Category list, select Valves. In the Component type list, select Valves Regular.
Select ICES-Val_BALL in the list shown below.
3. In the New Component Type list, select Valves Regular FLG and then in the list shown below select
ICES-Val_BALL_F.
4. Select the two red ball valves in the list below. These are the two regular ball valves which we will
substitute for flanged ball valves.
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5. Click Change Block, then click Apply Change in DWG, and then click Update DB and DWG. Click
Close.
6. The two ball valves update to flanged ball valves as shown in the example below.
Before
After
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Multiple Edit
1. Click Multiple Edit on the Modify panel. Select all the lines listed under Process Line Tag, select
all the IDs listed under Process Line, and then select LINE under Components Category. The line
information displays.
2. Type 31 in Area, and type 2 in Unit. Use CTRL-C to copy the 31 and then click Area_ to highlight the
entire column. Press CTRL-V to paste. Do the same for the Unit.
This can also be done using Global Edit. Be careful when using Global Edit though because it
replaces any value you might already have in a block, and it does not show you values already in
the fields.
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3. Click Current Drawing under Associate Values with Process Line and then click Update DB and
DWG. You can then select each line in the Process Line Tag list to see how the information has
updated. Click Close.
4. Save & Synchronize the drawing.
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Project Database Data Entry and Reports

1. Navigate to the C:\CADWorx\MM_ICAS_Model\Process - Example\Project.mdb file, and double-
click it.
Access opens.
2. Click Data Input Forms .

The Data Input Forms dialog displays.
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3. Click Vessel Data .

The Vessel Input Form dialog box displays. Click
4. Edit the options as indicated in the example below: Short Description = Vertical Vessel
Internal Design Pressure = 50, Internal Design Temperature = 80, External Design Pressure = 1,
External Design Temperature = 25
5. Click Exit.
6. Go back to the open drawing (P&ID126), and click Synchronize on the Modify panel.
7. Click Yes in the message box to synchronize.
8. See the label on top of the drawing.
9. Correct the layer of the red text with Change Att Layer
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10. Open Additional Data to see the updated data.
11. Go back to Microsoft Access and in the P&ID Input Forms dialog box, click Reports.
12. In the Reports dialog box, click Process Lines.
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13. In Process Line Report dialog box, select Size under Sort Sequence, click the right arrow , and
then click View Report.
14. The software opens the Process Line Report, which shows the updated Area and Unit.
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15. Click Switch Board in the Reports dialog box to display the switch board, select Generate Snap
Shots from the list, and then click Macros.
16. Your reports are placed in the location specified in the message box.
17. Exit the software, and check your reports in the location specified in the above example.
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Legacy Conversion
What should be done with old P&ID drawings?
CADWorx P&ID provides a very simple method for converting any current P&ID drawing into a system that
works within its own environment. There are two issues that must be addressed. The first matter concerns
the existing drawing and how to place information within it that allows conformity to the new CADWorx/P&ID
system. The second is how to reuse existing blocks without causing problems for the new system.
Opening an existing drawing does not automatically associate the attributes with the columns in the tables.
This requires running an additional command named XDATAADD. This command allows you to choose
which table is used with the block and associated attributes. The command has 8 different options, which are
the same as the tables within the CADWorx/P&ID database.
Add Xdata adds identification to the selected object and makes it recognizable to the software by placing an
entry (or row) within the appropriate table. At this point you can modify the database or the drawing. If an
object selected has labeled attributes, these values are placed into the database table.
1. Open Windows Explorer.

2. Navigate to the C:\PPM\CADWorx\MM_ICAS_Model\Process - Example\Legacy\CADPIPE.DWG file.
3. Place a copy of this file in the Process - Example folder.
4. Open P&ID.
5. Click File > Open, and open the CADPIPE.DWG drawing. Click Insert Into DB to insert the legacy
drawing into the database.
6. Double-click a valve to display the AutoCAD attributes. Note the available attributes, such as the
spec, the size, the part number, the rating, and the tag among others, and click OK.
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7. Click Add Xdata on the Utilities panel to add external data, and select VAlve.
8. Select a valve in the drawing.
9. Map the attributes as follows

10. MAP PD_AUX, PD_CYSM, PD_ITC, PD_ITMC, PD_PID, PD_PLT and PD_RCOD to None.
11. Map PD_CLSS to RATING_.
12. Map PD_LSIZ to SIZE_.

13. Map PD_MSPC to SPEC_.
14. Map PD_TAG to TAG_.
15. Click Close.
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16. Type QSELECT on the command line, and press ENTER. Select Block Reference from the Object type
list, select Name from Properties list, and select MVAA— from the Valve list. Click OK.
17. Click Add Xdata on the Utilities panel to add external data, and select VAlve.
This adds the external data to the selected valves.

18. Double click on the valve to see the external data.
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19. Go to the project folder (C:\PPM\CADWorx\MM_Icas_Model\Process – Example), and open the
database. Click Reports .
20. Click Valves .
21. Click View Report.
22. Review the report.
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23. You can repeat these steps to convert all the components listed in the Add Xdata list.
Delete a Legacy drawing from the database
If you want to repeat legacy conversions for a drawing you must first delete that drawing. You must also
delete the Map.tbl file located in the Process folder of the project directory.
1. Click P&ID > Accessory > Database > Delete Drawing.
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The Delete Drawing From Project Database dialog box displays.

2. Select the CADPIPE.DWG drawing and then click Delete DWG.
3. Click Yes in the confirmation box to delete the drawing.
4. Click OK.
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Loop Generation
CADWorx/LOOPS consist of three modules.
The Loop Generation module allows you to automatically generate instrument loop diagrams in just
seconds from data stored within the P&ID and their associated databases.
The Loop Table Generator module eliminates the need for you to have expertise in creating databases; the
module automatically creates loop tables from assigned text and block attributes in the drawing template
files. These loop tables are then stored as part of the project database.
The Loop Database Editor module has powerful data manipulation routines that allow you to quickly add
any information you want to appear on the loop diagram. Finally, the new Loop Drawing Generator provides
simple dialog boxes from which you can pick the loop diagrams you want to generate, creating in minutes
what previously would have taken days to produce.
NOTE: CADWorx/LOOPS links to and requires CADWorx/P&ID to operate.
CAPABILITY LISTING
CADWorx/LOOPS works with and connects to the following database formats.

 Access.
 SQL Server.
 Oracle.
1. Open Drawing 121. This is the drawing where the loop was added.
2. Click P&ID > Accessory > Loop Diagrams > Create Table or click Create Table .
3. The Select Loop Template Drawing File dialog box displays. Select the FVLoop.dwg. Click Open.
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4. Click OK in the Loop Table Setup.
The loop displays in the Instrument Loop(s) Added To Table.
5. Click Close.
6. Open the C:\CADWorx\MM_ICAS_Model\Process - Example\Project.mdb Access database.
58
7. Double-click on table LOOP_FVLoop.
8. For loop F-107 in AJBOXNO_, type JBOX 1. In AMRACKNO_, type RACK 1. In T3_ type 6, in T2 type
4, in T1_ type 2, and in T4_ type 8.
9. For loop F-108 in AJBOXNO_, type JBOX 2. In AMRACKNO_, type RACK 2. In T3_ type 6, in T2 type
4, in T1_ type 2, and in T4_ type 8. These can be seen in the example below.
10. Save
11. Click P&ID > Accessory > Loop Diagrams > Generate Loops or click Generate Loops
12. Select the FV loop table, and then click OK.
59
13. Select the F-107 and F-108 loops, and then click OK.
14. Select the Loops folder in C:\PPM\CADWorx\MM_ICAS_Model\Process - Example\Loops. Click OK.
15. The loop drawings are created.
60
61
16. Open the loop drawings in the Loops folder. The loop displays.
Loop F-107
Loop F-108
62
Internet Publisher
1. First run the command Transport Documents in CADWorx P&ID. This will place all linked
documents in the correct folder for the Internet Publisher program.
2. Close CADWorx P&ID and open CW Internet Publisher. If you do not see the introduction screen,
type CWIP on the command line. Click next in the Introduction page of the wizard.
3. Browse to the C:\PPM\CADWorx\MM_ICAS_Model\Process - Example\Project.cfg file, and type
Intergraph CAS in Company Name and Internet Publisher ICAS in Project Name. Click Next.
4. Verify that the Publish boxes read YES.

Note: Clicking inside a box and then clicking the Yes/No button, allows you to select which drawing
will publish.
5. Click Next.
63
6. Publish all the files in this section.

Note: Again, the Yes/No button can be used to turn on or off a specific publish for any of the
categories. Click a category and select the box, then click the button.
7. Click Next.
8. Select which reports to publish.

Note: Again, the Yes/No option is available.
9. Click Next.
64
10. Select which loops to publish.

Note: Again, the Yes/No option is available.
11. Click Next.
12. Browse to the C:\PPM\CADWorx\MM_ICAS_Model\Process – Example\Internet Publisher ICAS, and

then click Finish.
65
The following log file displays.
The following dialog box displays.

13. Click Yes.
14. Click Allow blocked content.
15. Click Yes.
The information displays in Internet Explorer.
66
Datasheets
CADWorx Instrument Datasheets
1. Navigate to the C:\CADWorx (Version)\P&ID\System\Datasheets.exe file.

2. Install Datasheets (right click and run as admin) and then open CADWorx Instruments Datasheets.
3. Click OK.
4. Navigate to the folder shown in the example below, type Instrument in the File name box, and
then click Save.
67
5. Click in the box next to DefaultP&IDDatabase, and then click Browse.
6. Navigate to the Process – Examples folder (see below), click the Project.mdb database file, and
then click Open.
7. Click Save and then click Exit.
68
8. Click Populate.
9. Select tag FIC-107, and click OK.
The information appears in the list on the main screen.
69
10. Click Datasheet.
11. Select the P150 CONTROL VALVE datasheet type, and then click Select.
70
12. The datasheet information displays in Excel.
71
13. Click the Control Valve tab along the bottom. Select in the field right of the field with Service (2),
this is the field AD11. You can see the name AD11 in the left top corner of the datasheet.
14. Click the P&ID Database Map tab. Locate the SERVICE_ row, and see AD under Column and 11
under Row, as shown in the example below
72
15. Close Excel and go to the PID121 drawing, and select the FIC-107 instrument. Click Additional Data,
and type AD in the Service box, and then click OK in both dialog boxes.
16. Click Import. The Service Description updates, and displays a message like the example below.
17. Click OK.
73
18. Click Datasheet again and then navigate to the Control Valve page. Add _ICAS to the AD in the
Service row. Save and return to CADWorx Instrument Datasheet.
19. Click Yes in the confirmation box to update the Index database.
74
20. The Index database updates. Close Excel, and click Export.
The database displays that it has modified.
21. Double click the instrument in the drawing.

The data should have updated in the drawing.
75
CADWorx Equipment Datasheets

1. Open CADWorx Equipment Datasheets.
2. Save the new one as Equipment.
76
3. Click the field next to DefaultP&IDDatabase, click Browse, select the Project database in the
Process – Examples folder, click Save, and then click Exit.
4. Click the Pressure Vessel tab and then type V-106 under EquipNo. Click the next row and the
EquipmentType populates.
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5. Click the All tab, select the piece of equipment, and then click Datasheet.
6. Name the datasheet V-106, and then click OK.
7. Select the PV01 datasheet, and then click Select.
Excel opens.
78
8. Click the P&ID Database Map tab and then go open Windows Explorer and open the Database.tbl
file. Find MANUFACT_ and copy it.
9. Paste MANUFACT_ under the DB Column and then copy the DB Table and the Worksheet column.
The finished copy/paste work should look like this.
10. Click the PG. 1 OF 6 tab and click the box next to Manufacture to see that it is K15.
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11. Click the P&ID Database Map tab and type K under Column and enter 15 in the Row column.
12. Click the PG. 1 OF 6 tab and click Manufacture. Type Intergraph next to Manufacture.
80
13. Save and go back to the CADWorx Equipment Datasheets. Click Import and the details for the
Pressure vessel import. Click OK.
14. Click Datasheet. Excel opens. Click the PG. 1 OF 6 tab to see what has updated.
End of Training/demo.
81

MM - ICAS - Model - P&ID Demonstration Script

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MM - ICAS - Model - P&ID Demonstration Script

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CADWorx P&ID Professional

Configuring BricsCAD .................................................................................................................................6

Create new database....................................................................................................................................9

Create new drawing ................................................................................................................................... 11

Drafting in a Previous Drawing ................................................................................................................. 15

Basic Drafting ............................................................................................................................................. 20

Advanced Drafting ..................................................................................................................................... 30

Add Menu Symbols .................................................................................................................................... 37

Multiple Edit ................................................................................................................................................ 44

Project Database Data Entry and Reports ............................................................................................... 46

Legacy Conversion .................................................................................................................................... 51

Loop Generation ........................................................................................................................................ 57

Internet Publisher ....................................................................................................................................... 63

CADWorx/P&ID PIPING AND INSTRUMENTATION DIAGRAMMING

 Quick start drawing creation.

 Simple and intuitive drawing tools.

 Importing of users existing symbols.

 Conversion of legacy P&ID to CADWorx P&ID format.

 Customizable ODBC compliant bi-directional databases.

 Oracle, Access, Excel, dBase and SQL databases supported.

 Auditing controls keep drawing and database synchronized.

 Link files and documents to any component on the drawing.

 Automatic extraction of info from existing drawings.

 Easily customizable menus and symbol libraries.

 Inline assemblies with automatic line breaking.

 Line lists with to and from information.

 Symbols for vessels, tanks and process equipment.

 Symbols for conveyors, hoppers and mechanical handling.

 Symbols for pumps, compressors rotating equipment.

 Valve symbols such as gate, ball, 3-way and 4-way etc.

 Inline symbols such as control valves, flow elements etc.

 Arrows automatically placed to indicate process flow.

 Major and minor flow lines.

 Automatic line breaking.

 ISA standard line types and instrument symbols.

 Links to CADWorx LOOPS for automatic instrument loop generation.

CADWorx P&ID DRAWING CONVERTER

 Conversion of legacy P&ID to CADWorx P&ID format.

 Automatic extraction of info from existing drawings.

 Importing of users existing symbols.

 Customizable ODBC compliant bi-directional databases.

 Oracle, Access, Excel, dBase and SQL databases supported.

 Auditing controls keep drawing and database synchronized.

 Link files and documents to any component on the drawing.

BricsCAD Initial setup

 Set template path

Set template path

Adjust Quad settings

Then right click again the bring them back,

Change grid settings

Change the Grid axis, major and minor colour to

Create new database

2. Click the Project Directory ellipsis, and navigate to the C:\PPM\CADWorx\MM_ICAS_Model\Process

3. Click Create a New Project .

5. Save the database as Project in the C:\PPM\CADWorx\MM_ICAS_Model\Process - Database folder,

7. Click OK three times to finish.

Create new drawing

2. Browse to the folder C:\PPM\CADWorx\MM_ICAS_Model\Process – Database, type PID1 for the

Drafting in a Previous Drawing

Line Service, Count, Insulation Data

5. Click OK to close the Setup dialog box.

Command Setting Spacing

2. Double-click the process line, and click Additional Data.