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Create A Piping and Instrumentation Diagram
Create A Piping and Instrumentation Diagram
2. From any of the Equipment categories, drag equipment shapes onto the drawing
page.
a. Drag a pipeline shape from Pipelines onto your drawing page, and then position one of
its endpoints on an equipment shape. You can connect a pipeline to any point on the
outside of an equipment shape, even if the shape has no connection point there.
The endpoint of the pipeline turns green to indicate that it is connected (glued) to the
equipment shape, and a connection point is created if one did not exist.
Styles control the thickness of the line, directional arrows, and other graphic symbols
that indicate the type of pipe or instrument line.
Tip: You can also use the Connector (located in the Home tab, Tools group) to draw
pipelines. This method is particularly useful when you work in large diagrams that have
many connections. Click Connector and then on Pipelines, click the pipeline shape you
want to use. Then draw the pipeline in your diagram. To change the type of pipeline,
simply click a different pipeline shape on Pipelines and continue working in your
diagram.
b. To delete a valve from a pipeline, select the valve and press DELETE.
3. From the Instruments category, drag instrument shapes onto the drawing page
near the pipeline, valve, or equipment they monitor.
4. Reposition shapes in the diagram by dragging them.
5. You can now add data to components, or create and apply property sets. Follow
these steps for more information:
g. Click Add, and then type a name for the shape data set.
h. Choose whether to create a new shape data set, a set based on the currently selected
shape, or a set based on an existing shape data set, and then click OK.
i. To add or modify shape data, in the Shape Data Sets dialog box, select the shape data
set and click Define.
j. In the Define Shape Data dialog box, make any necessary modifications.
k. Click OK.
6. Renumber components.
b. In the Renumber Components dialog box, under Apply to, select the option whether
to renumber the components in the document, current page, or in the current selection.
c. In the Include tag formats list, clear the check boxes for the tag formats that you don't
want to include in the renumbering.
d. Assign a starting value and an interval value for renumbering. You can assign a different
start value and interval value to each tag format.
ii. In the Starting value box, type or select the starting value for renumbering.
iii. In the Interval box, type or select the increment used to renumber the components.
b. Click OK .
b. Follow these steps to create a custom report definition, or, skip to step c. to use an
existing report definition.
The following steps create a report definition that filters out duplicate process
engineering shapes and reports on process engineering components.
iii. In the Advanced dialog box, in the Property list, select PEComponentTag. In
the Condition list, select Exists.In the Value list, select TRUE.
iv. Click Add to put this condition in the defined criteria list, and then click OK.
v. In the Report Definition Wizard, click Next.
vi. Select the <Displayed Text> check box to report on the component tag. Then select
the check boxes for other data you want to report on, and then click Next.
vii. To filter out duplicate process engineering shapes and report on components,
click Subtotals.
viii. In the Subtotals dialog box, in the Group by list, click <Displayed Text>, and then
click Options.
ix. In the Options dialog box, click Don't repeat identical values, and then click OK twice.
x. In the Report Definition Wizard, click Next, enter the information to save your report,
and then click Finish.
xi. In the Report dialog box, you can either run the report or click OK to save your
definition and run it later.
Tip: To create a new report definition based on an existing one, in the Report dialog
box, select the existing definition, and then click New. Save the modified report
definition with a new name.
c. In the Report Definition list, click the name of the report definition you want to use.
The report definition determines which shapes are reported on and which shape data
are included in your report.
d. Click Run, and then in the Run Report dialog box, click the report format you want, and
then do one of the following:
i. If you are saving your report as a shape on the drawing, choose whether to save a copy
of the report definition with the shape or link to a report definition.
ii. If you are saving your report as a file (when you select HTML or XML as report format),
type a name for the report.
f. If you ran a custom report, when you return to the Report dialog box, click OK to save
your definition.