SmartPlant P&ID Insulation

Manager
User's Guide

Version 2014 R1 (7.1)

March 2015

DPID2-PE-200007K
Copyright
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2 SmartPlant P&ID Insulation Manager User's Guide

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SmartPlant P&ID Insulation Manager User's Guide 3

4 SmartPlant P&ID Insulation Manager User's Guide
Contents
SmartPlant P&ID Insulation Specification Manager ................................................................................ 7
Help Command (Help Menu) .................................................................................................................. 7
Printable Guides Command (Help Menu) ............................................................................................... 7
About Command (Help Menu) ................................................................................................................ 8

Navigating in SmartPlant P&ID Insulation Specification Manager ......................................................... 9

Connect to a Database ........................................................................................................................... 9
Open a Plant Insulation Specification File ............................................................................................ 10
Generate an Insulation Specification Report ........................................................................................ 10
Close Insulation Specification Manager ................................................................................................ 10
Open Database Command (File Menu) ................................................................................................ 10
Open Command (File Menu) ................................................................................................................ 10
Generate Report Command (File Menu) .............................................................................................. 11
Exit Command (File Menu) ................................................................................................................... 11
Open Plant Structure Dialog Box .......................................................................................................... 11

Creating Plant Insulation Specification Files ......................................................................................... 13

Create a New Plant Specification File .................................................................................................. 13
Set Temperature and Thickness Units ................................................................................................. 13
Save a Plant Specification File ............................................................................................................. 14
New Command (File Menu) .................................................................................................................. 14
Options Command (Edit Menu) ............................................................................................................ 14
Options Dialog Box ............................................................................................................................... 14
Save Command (File Menu) ................................................................................................................. 14
Save As Command (File Menu) ............................................................................................................ 14

Creating and Editing Insulation Specifications ...................................................................................... 15

Create a New Insulation Specification .................................................................................................. 15
Rename an Insulation Specification...................................................................................................... 16
Delete an Insulation Specification ......................................................................................................... 16
Modify Insulation Type Properties......................................................................................................... 16
Add Specification Command (Edit Menu) ............................................................................................. 16
Cut Command (Edit Menu) ................................................................................................................... 17
Copy Command (Edit Menu) ................................................................................................................ 17
Paste Command (Edit Menu) ................................................................................................................ 17
Delete Command (Edit Menu) .............................................................................................................. 17
Rename Command (Edit Menu) ........................................................................................................... 17
Properties Command (Edit Menu) ........................................................................................................ 17
Insulation Specification Properties Dialog Box ..................................................................................... 18
General Tab (Insulation Specification Properties Dialog Box) ....................................................... 18
Piping Tab (Insulation Specification Properties Dialog Box) .......................................................... 19
Equipment Tab (Insulation Specification Properties Dialog Box) ................................................... 20
Piping Range Setup Dialog Box............................................................................................................ 21
Insulation Specification — Exclusions Dialog Box ................................................................................ 22
Exclusion Filters Dialog Box ................................................................................................................. 23
Compound Filter Properties Dialog Box ............................................................................................... 24

SmartPlant P&ID Insulation Manager User's Guide 5

Contents

Filter Properties Dialog Box .................................................................................................................. 24

Equipment Range Setup Dialog Box .................................................................................................... 25
Modify an Insulation Specification......................................................................................................... 26
Set Piping and Equipment Ranges ....................................................................................................... 26
Set Exclusions for an Insulation Specification ...................................................................................... 27
Type Properties Dialog Box .................................................................................................................. 27

Index ........................................................................................................................................................... 29

6 SmartPlant P&ID Insulation Manager User's Guide

SECTION 1

SmartPlant P&ID Insulation Specification

Manager
The complex process plants of today require the use of extreme temperatures, both hot and
cold, to manufacture the products that you need. To make the plants energy efficient and
economical and to provide safety to workers, the use of insulation is required. Over the years,
company standards have been developed that dictate the type and thickness of insulation based
on temperature and other operating factors. These standards make it feasible for the design
software to select the proper insulation required and automatically enter it into the database.
This practice insures proper design and speeds up the design process by freeing users from the
laborious and error-prone task of entering property data.
Detailed insulation thickness calculations are necessary for each pipeline and piece of
equipment in a plant. However, since insulation typically comes in a standard thickness,
companies commonly generate tables of data that match the thickness required versus
temperature and diameter. Different tables are generated for different conditions, for example,
personnel protection or energy conservation. SmartPlant® P&ID Insulation Specification
Manager provides users with a way to enter their table data such that it is electronically stored
so that the software can access the data as required. In other words, the software does the table
look-ups for you, so you do not spend valuable time looking through stacks of insulation tables.

Help Command (Help Menu)

Opens the Help viewer where you can read topics about commands, procedures, dialog boxes,
and so forth.

Printable Guides Command (Help Menu)

Opens a page in your default browser that includes links to the user's guides in portable
document format. Click a link, and the guide is opened in the appropriate application, from which
you can print it, if necessary. The user's guides contain the same information that is in the
Online Help.

SmartPlant P&ID Insulation Manager User's Guide 7

SmartPlant P&ID Insulation Specification Manager

About Command (Help Menu)

Displays information about your copy of the software, including the version number and the
copyright, legal, and licensing notices.

8 SmartPlant P&ID Insulation Manager User's Guide

SECTION 2

Navigating in SmartPlant P&ID

Insulation Specification Manager
SmartPlant P&ID Insulation Specification Manager displays a plant insulation specification file in
a Tree view.

Folders organize specifications into insulation types: cork, glass wool, asbestos, and so forth.
Within folders individual specifications are described. Open a folder by double-clicking it or by
selecting the plus sign preceding the name. Review the properties of an individual specification
by double-clicking it. The Insulation Specification Properties (see "Insulation Specification
Properties Dialog Box" on page 18) dialog box displays all the information about each
specification.
The path to the active plant insulation specification file, which has the extension .isl, is defined in
the reference data settings in SmartPlant P&ID Options Manager. You can change databases in
SmartPlant P&ID Options Manager, open a different database in SmartPlant P&ID Insulation
Specification Manager, create an entirely new plant specification file, or change the default path
in SmartPlant P&ID Options Manager if you need to access a different plant file. You must have
the appropriate permissions, granted in SmartPlant Engineering Manager, to open and modify
plant files in SmartPlant P&ID Insulation Specification Manager.

Connect to a Database
1. Click File > Open Database. If the plant structure you want appears in the Available
plant structures list, you can select it in the List view on this dialog box, and go to step 4.
2. On the Open Plant Structure dialog box, click Site Server.
3. On the Open Site Server dialog box, select the correct SmartPlant initialization (.ini) file and
click OK.
4. Click Open.
The Open command checks to make sure that you have the correct access privileges for
the selected plant structure and passes your access information back to the software.

SmartPlant P&ID Insulation Manager User's Guide 9

Navigating in SmartPlant P&ID Insulation Specification Manager

Open a Plant Insulation Specification File

1. Click File > Open and browse to the location of the insulation specification file (.isl) you
want to open.

The Open command is also available from the toolbar.

2. Double-click it to open in SmartPlant P&ID Insulation Specification Manager.

 If you already have a file open, you are prompted to save it before you open another
specification file.
 The path to the default specification file is defined in the reference data settings in
SmartPlant P&ID Options Manager.

Generate an Insulation Specification Report

Click File > Generate Report.

This procedure opens Microsoft® Excel and displays the insulation types and insulation
specifications, each on a separate worksheet.

Close Insulation Specification Manager

Click File > Exit. The software prompts you to save your changes before closing the
application.

Open Database Command (File Menu)

Opens the Open Plant Structure dialog box allowing you to connect to the site server
SmartPlant initialization (.ini) file. You can also view the plants to which you were recently
connected. In order to use this command, your computer must be able to connect to the network
where the server is located.

Open Command (File Menu)

Opens an insulation specification plant file. The Open dialog box appears. If you currently have
a plant file open, you are prompted to save it before opening a new one.

10 SmartPlant P&ID Insulation Manager User's Guide

 Navigating in SmartPlant P&ID Insulation Specification Manager

Generate Report Command (File Menu)

Creates and opens an Excel workbook. A separate page for each insulation type and insulation
specification is created with all available information.

Exit Command (File Menu)

Closes the SmartPlant P&ID Insulation Specification Manager software. If you made changes to
the insulation data but did not save it, the software prompts you to save before closing the
program.

Open Plant Structure Dialog Box

Sets options for connecting to a site and plant structure, and passes user access information to
the application. This dialog box opens when you click File > Open Database on the menu bar.

Application Type — Allows you to select an application for filtering the available plant
structures that are associated with that application. If all the plants in the site are associated
with one application only, the value is read-only.
Available plant structures — Lists those plant structures found on the network. You can select
only one item from this List view at a time.
Open — Connects you to the selected database. The Open command also checks to make
sure you have the correct access privileges for the selected plant structure and passes your
access information back to SmartPlant P&ID Insulation Specification Manager.
Site Server — Opens the Open Site Server dialog box, allowing you to select a SmartPlant
initialization file from local and network directories. Plant structures that correspond to the
initialization file that you choose appear in the list of available plant structures.

SmartPlant P&ID Insulation Manager User's Guide 11

Navigating in SmartPlant P&ID Insulation Specification Manager

12 SmartPlant P&ID Insulation Manager User's Guide

SECTION 3

Creating Plant Insulation Specification

Files
Each plant that you design can have different insulation specification needs. You can create and
edit plant insulation specification files with SmartPlant P&ID Insulation Specification Manager.
Insulation specification files end with the extension .isl.
The New command prompts you to save the current file and then creates a new specification
file. You can save insulation specification files with the other reference data, or wherever you
want, by using the Save As command. The insulation file associated with a plant is defined in
SmartPlant P&ID Options Manager in the reference data settings. You can switch between
plants and specifications files by using the Open Database command.
You can also edit some of the properties that are associated with an entire specification file by
using the Options command.

Create a New Plant Specification File

1. Click File > New. The New command is also available from the toolbar.

If a plant specification file is already open, you are prompted to save it before creating
the new file. Be sure to save it in the correct reference data location for the plant to which it
applies.
2. On the Options dialog box, choose the temperature and thickness units for this plant file,
and click OK.

After creating a new plant specification file, you can navigate in the Tree view and create
new insulation specifications. For more information, see Create a New Insulation Specification
(on page 15).

Set Temperature and Thickness Units

1. Click Edit > Options.
2. Choose the default temperature unit under Temperature units.
3. Choose the default thickness unit under Thickness units.

 The available temperature and thickness units are defined in SmartPlant P&ID Format
Manager.
 Default temperature and thickness units apply to the entire plant specification file.

SmartPlant P&ID Insulation Manager User's Guide 13

Creating Plant Insulation Specification Files

Save a Plant Specification File

Click File > Save.

New Command (File Menu)

Creates a new plant insulation specification file. Before the new specification file is opened, you
can save the current one. The Options dialog box opens so that you can set plant temperature
units and so forth.

Options Command (Edit Menu)

Opens the Options dialog box, which allows you to configure the default temperature and
measurement units for the plant insulation specification file.

Options Dialog Box

Sets options for default temperature and thickness units for the current plant insulation
specification file. This dialog box appears when you click Edit > Options or when you create a
new plant file.

Temperature units — Allows you to choose the default temperature units, such as F for
Fahrenheit.
Thickness units — Lists the available default thickness units, such as in for inches.

Save Command (File Menu)

Updates and saves all new and modified insulation data in the current plant specification file. If
you have not previously saved the plant file, the Save As dialog box opens so you can specify a
file name and path.

Save As Command (File Menu)

Updates and saves all new and modified insulation data with a user-specified path and file
name. Opens the Save As dialog box so you can specify the path and file name.

14 SmartPlant P&ID Insulation Manager User's Guide

SECTION 4

Creating and Editing Insulation

Specifications
Every plant has different insulation needs, and SmartPlant P&ID Insulation Specification
Manager allows you to address those needs with customized insulation specifications. By
creating and modifying specifications for the plant yourself, rather than using preset
specifications, you ensure that the plant meets your criteria as closely as possible. This
customization allows for safer, more energy- and time-efficient plant design.
By using the Add Specification command in SmartPlant P&ID Insulation Specification
Manager, you can create custom specifications for a wide variety of uses from any standard
insulating materials, with behaviors preset for use with both piping and equipment. Thickness
options, layering, and exclusion filters let you create the necessary level of detail for your
design. By setting up temperature and size ranges, you can create a specification that applies
across a wide variety of piping systems and equipment. The temperature range refers to the
operating range for the insulation specification only. It is not constrained to match any defined
temperature for the item that you insulate in the design software.
By using the Properties command, you can modify any preset insulation specification to suit
your plant design needs.

Create a New Insulation Specification

1. In the Tree view, select the folder where you want to place your new specification.

2. Click Edit > Add Specification. The Add Specification command is also available
from the toolbar.
3. On the Insulation Specification Properties dialog box, click the General tab, enter a name
and description, and choose a purpose for the new specification.
4. On the Piping tab and the Equipment tab, define thickness and temperature ranges. For
more information, see Set Piping and Equipment Ranges (on page 26).
5. On the Piping tab and the Equipment tab, define catalog items that are excluded from use
with this insulation specification. For more information, see Set Exclusions for an Insulation
Specification (on page 27).
Insulation purposes are read from the insulation purpose select list, which you can modify
by using SmartPlant Data Dictionary Manager.

SmartPlant P&ID Insulation Manager User's Guide 15

Creating and Editing Insulation Specifications

Rename an Insulation Specification

1. Select the specification you want to rename.
2. Click Edit > Rename. You can also press F2 to rename the selected specification.
3. Enter the new name for your specification.

 You cannot rename folders.

 You can also rename a specification on the General tab of the Insulation Specification
Properties dialog box.

Delete an Insulation Specification

1. Select the particular insulation specification you want to delete.

2. Click Delete .
3. Confirm the removal of the specification from the plant file.
You must have the correct permissions, granted in SmartPlant Engineering Manager, to
delete or modify insulation specifications.

Modify Insulation Type Properties

1. In the Tree view, select the folder for which you want to modify the type.
2. Click Edit > Properties.
3. On the Type Properties dialog box, select the density units for the type, and enter a value
for the property.
4. Click OK.
The available density units are defined in SmartPlant Format Manager.

Add Specification Command (Edit Menu)

Opens the Insulation Specification Properties dialog box so you can create a new insulation
specification.

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 Creating and Editing Insulation Specifications

Cut Command (Edit Menu)

Moves the selected data to the Clipboard. The selected data no longer appears in the Tree
view.

Copy Command (Edit Menu)

Places a copy of the selected insulation data on the Clipboard. The selected data remains in the
Tree view.

Paste Command (Edit Menu)

Places the copied or moved insulation data from the Clipboard to the location you have
selected.

Delete Command (Edit Menu)

Removes the selected insulation specification from the database. You can use this command
only if you have selected an insulation specification in the Tree view. You also must have the
required privileges to delete specifications. You cannot delete a folder.

Rename Command (Edit Menu)

Allows you to type a new name for an insulation entry. The shortcut for this command is F2. You
cannot rename folders.

Properties Command (Edit Menu)

Displays the Insulation Specification Properties dialog box, which allows you to define or edit
the name, description, and other properties of the insulation specification you select. If you do
not select a particular insulation specification, this command opens the Type Properties dialog
box, which allows you to change the density for the selected insulation type.

SmartPlant P&ID Insulation Manager User's Guide 17

Creating and Editing Insulation Specifications

Insulation Specification Properties Dialog Box

This dialog box is displayed when you create a new insulation specification. You can name the
specification, change temperature ranges, define equipment exclusions, and so forth. To open
this dialog box for an existing specification, click Edit > Properties.

General Tab (Insulation Specification Properties Dialog Box)

Sets naming options for the selected insulation specification. Additionally, this dialog box informs
you if you choose options that match an existing specification.

Name — Displays the name of the selected insulation specification.

Description — Allows you to enter a description of any length. This description is not required.
Insulation purpose — Lists the available insulation specification purposes. You can choose
one; if the insulation type and purpose match an existing insulation specification, you receive a
warning. Insulation purposes are read from the insulation purpose select list, which you can
modify by using SmartPlant Data Dictionary Manager.
Insulation type — Displays the insulation type of the selected insulation specification.
Insulation density — Displays the insulation density of the selected insulation specification.

18 SmartPlant P&ID Insulation Manager User's Guide

 Creating and Editing Insulation Specifications

Piping Tab (Insulation Specification Properties Dialog Box)

Allows you to specify the thickness of insulation required for a given temperature and nominal
diameter range.

Piping insulation thickness — Displays the piping insulation thickness values based on
temperature values you assign on the Piping Range Setup dialog box. Empty spaces are not
allowed in this table.
Heat trace medium — Allows you to define the heat trace medium that will automatically be
assigned with this insulation specification (such as FAJ, I, SN, and so forth). Only the defined
heat trace medium can be used in combination with that insulation spec. You can also choose
one of the following options:
 Undefined — No heat trace can be used if that particular insulation spec is assigned.
 Ignore — Any heat trace can be used with that specified insulation spec.
Heat tracing media are defined in SmartPlant P&ID Data Dictionary Manager and their
symbology is defined in Options Manager.
Range Setup — Opens the Piping Range Setup dialog box, allowing you to set up
temperature ranges that appear in the top row of the Piping insulation thickness table and the
diameter ranges that appear in the left-hand column.
Exclusions — Opens the Insulation Specification - Exclusions dialog box, allowing you to
apply filters to exclude the application of an insulation specification on a specific piping type.

SmartPlant P&ID Insulation Manager User's Guide 19

Creating and Editing Insulation Specifications

Equipment Tab (Insulation Specification Properties Dialog

Box)
Allows you to specify the thickness of insulation required for a given temperature range.

Equipment insulation thickness — Displays the equipment insulation thickness values based
on temperature values you assign on the Equipment Range Setup dialog box. All equipment is
assumed to be flat; therefore, this tab requires only temperature values, not diameter values.
Empty spaces are not allowed in this table.
Heat trace medium — Allows you to define the heat trace medium that will automatically be
assigned with this insulation specification (such as FAJ, I, SN, and so forth). Only the defined
heat trace medium can be used in combination with that insulation spec. You can also choose
one of the following options: You can also choose one of the following options:
 Undefined — No heat trace can be used if that particular insulation spec is assigned.
 Ignore — Any heat trace can be used with that specified insulation spec.
Heat tracing media are defined in SmartPlant P&ID Data Dictionary Manager and their
symbology is defined in Options Manager. For equipment, the location of the symbology also
depends on where the graphics are drawn on the Heat Trace or Jacket tab in Catalog Manager.
Range Setup — Opens the Equipment Range Setup dialog box, allowing you to set up
temperature ranges that appear in the top row of the Equipment insulation thickness table.
Exclusions — Opens the Insulation Specification - Exclusions dialog box allowing you to
apply filters to exclude the application of an insulation specification on a specific equipment type.

20 SmartPlant P&ID Insulation Manager User's Guide

 Creating and Editing Insulation Specifications

Piping Range Setup Dialog Box

Sets options for nominal diameter and temperature ranges for insulation when it is applied to a
pipe run. You open this dialog box by clicking the Range Setup button on the Piping tab of the
Insulation Specification Properties dialog box. This dialog box is similar to the Equipment
Range Setup dialog box, but equipment does not require nominal diameter ranges.

Nominal diameter — Lists the available nominal diameters, which are specified in SmartPlant
Data Dictionary Manager. This box also displays the ranges that result from your choices. Select
values in the list, and click a value again to remove it from selection.
Temperature — Allows you to enter temperature values, constructs ranges from those values,
and displays the Resulting ranges. Enter a temperature, and then enter another. Inspect the
results.
Resulting ranges — Lists the results of your choices in diameters and temperatures.

SmartPlant P&ID Insulation Manager User's Guide 21

Creating and Editing Insulation Specifications

Insulation Specification — Exclusions Dialog Box

Allows you to define items that should not have insulation when this specification is used. This
dialog box appears when you click the Exclusions button on either the Piping tab or the
Equipment tab of the Insulation Specification Properties dialog box.

Filters — Displays the filters defining the items that cannot have this insulation specification
applied.
Add Filter — Opens the Exclusion Filters dialog box, which allows you to select new filters to
add to the Filters list or to view the properties of filters.
Remove Filter — Removes the selected filter from the Filters list.

22 SmartPlant P&ID Insulation Manager User's Guide

 Creating and Editing Insulation Specifications

Exclusion Filters Dialog Box

Allows you to choose a filter for excluding item types from an insulation specification. For
example, while you can apply an insulation specification to a pipe run, you may not want that
specification applied to signal runs. Compound filters cannot be used to create exclusions in
SmartPlant P&ID Insulation Specification Manager. This dialog box appears when you click the
Add Filter button on the Insulation Specification - Exclusions dialog box.

Filter Selection — Lists the available filters. Select one, and click OK to apply it.
Properties — Displays the properties for the selected filter. You cannot modify filters in
SmartPlant P&ID Insulation Specification Manager.

SmartPlant P&ID Insulation Manager User's Guide 23

Creating and Editing Insulation Specifications

Compound Filter Properties Dialog Box

A compound filter consists of more than one simple filter. Simple filters are added to the
compound filter either by dragging the simple filter to the compound filter folder or by creating
new simple filters under the compound filter in the filter hierarchy. Compound filters apply only to
homogeneous item types. This dialog box specifies the properties of a compound filter,
including the name, description, and whether to match all or any of the simple filter criteria.
Compound filters cannot be used to create exclusions in SmartPlant P&ID Insulation
Specification Manager. You open this dialog box when you click Properties on the Exclusion
Filters dialog box.

Name — Specifies the filter name. The name can be any combination of characters and has no
length limit. Filter names within a plant must be unique. This name appears as the filter name on
the Exclusion Filters dialog box.
Description — Specifies a phrase or sentence about the filter. The description can be any
combination of characters and has no length limit. The description appears as a ToolTip when
you point to the filter name on the Exclusion Filters dialog box.

Filter method
Allows you to decide whether items must meet all or only one criterion to pass through the filter.
Match all — Specifies that items matching ALL of the filtering criteria pass through the filter.
Match any — Specifies that items matching any one or more of the filtering criteria pass through
the filter. Match any is the default matching method.

Filter Properties Dialog Box

Specifies properties of a filter, including the name, description, and the other properties for
which you want to filter. Each item type owns a set of properties. Examples of item types are
Equipment, Instrument, and Pipe Run, and examples of properties for these item types are
Equipment Type, InstrLoop Part Number, and Estimated Length respectively. You can view
the properties of a filter, but you cannot modify or create filters in SmartPlant P&ID Insulation
Specification Manager. This dialog box opens when you click Properties on the Exclusion
Filters dialog box.
Name — Specifies the filter name. This is the name that appears as the filter name on the
Exclusion Filters dialog box.

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 Creating and Editing Insulation Specifications

Set as asking filter — This check box is selected if the filter is defined as an asking filter.
Asking filters do not have any meaning in this dialog box because all the Edit options are
read-only.
Description — Provides a description of the filter. The description appears as a ToolTip when
you point to the filter name on the Exclusion Filters dialog box.
Filter for — Contains the top-level items from the Data Dictionary. The properties displayed in
the Definition grid are those that are appropriate for this item.

Definition
Displays all defined criteria associated with a filter.
Match all — Specifies that only items matching ALL of the filtering criteria pass through the
filter.
Match any — Specifies that items matching any one or more of the filtering criteria pass through
the filter.

Edit
The options in this section are not available for read-only mode.

Equipment Range Setup Dialog Box

Sets options and temperature ranges for insulation when it is applied to equipment. You access
this dialog box by clicking Range Setup on the Equipment tab of the Insulation Specification
Properties dialog box. This dialog box is similar to the Piping Range Setup dialog box, but
equipment does not require nominal diameter ranges.

Equipment diameter — Not applicable to this dialog box.

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Creating and Editing Insulation Specifications

Temperature — Allows you to define or modify the temperature range for the insulation
specification.
Resulting ranges — Displays the results of the specifications that you enter in Equipment
diameter and Temperature. You can delete inappropriate data from the list.

Modify an Insulation Specification

1. In the main window, select the specification that you want to modify.

2. Click Properties .
3. On the Insulation Specification Properties dialog box, click the General tab, and modify
the name, description, and purpose, as necessary.
4. On the Piping and Equipment tabs, change the thickness and temperature ranges as
necessary. For more information, see Set Piping and Equipment Ranges (on page 26).
5. On the Piping and Equipment tabs, redefine catalog items that are excluded from use with
this insulation specification, as necessary. For more information, see Set Exclusions for an
Insulation Specification (on page 27).
Insulation purposes are read from the insulation purpose select list, which you can modify
by using SmartPlant Data Dictionary Manager.

Set Piping and Equipment Ranges

1. Select an insulation specification in the Tree view.
2. Click Edit > Properties.
3. On the Insulation Specification Properties dialog box, click the Range Setup button.
You can click this button on either the Piping or Equipment tab; the corresponding
range setup dialog box appears.
4. On the Piping Range Setup dialog box, select nominal diameters, and inspect the results in
Resulting ranges.

 Diameter ranges are required only for piping.

 You can delete diameter values after selecting them.
 Values in the Nominal diameter list are specified in select lists in SmartPlant Data
Dictionary Manager.
5. On either the Piping Range Setup dialog box or the Equipment Range Setup dialog box,
type in temperature values in the Temperature area, and inspect the results in Resulting
ranges.

 If necessary, you can select a temperature value from the list and delete it.
 The temperature range refers to the operating range for the insulation specification only.
It is not constrained to match any defined temperature for the item you want to insulate
in the design software.

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 Creating and Editing Insulation Specifications

Set Exclusions for an Insulation Specification

1. Select an insulation specification in the Tree view.
2. Click Edit > Properties.
3. On the Insulation Specification Properties dialog box, click the Exclusions button.
You can click Exclusions on either the Piping or Equipment tab.
4. Review the items already excluded on the Insulation Specification - Exclusions dialog
box.
You can remove an item from the Filters list by selecting it and clicking Remove Filter.
5. Click Add Filter if you need to add items to be excluded from this specification. The
Exclusion Filters dialog box displays allowing you to choose a filter.

 You can display the properties of a filter by selecting it and clicking Properties. However,
you cannot modify filters in SmartPlant P&ID Insulation Specification Manager.
 Compound filters cannot be used to create exclusions in SmartPlant P&ID Insulation
Specification Manager.

Type Properties Dialog Box

Opens when you click Edit > Properties after selecting a folder in the Tree view, allowing you to
choose the insulation density for the selected type.
Insulation density — Lists available units. Add a numerical part to the appropriate unit in
order to complete the information.

SmartPlant P&ID Insulation Manager User's Guide 27

Creating and Editing Insulation Specifications

28 SmartPlant P&ID Insulation Manager User's Guide

Index

A I
About Command (Help Menu) • 8 Insulation Specification — Exclusions
Add Specification Command (Edit Menu) • Dialog Box • 22
16 Insulation Specification Properties Dialog
Box • 18
C
Close Insulation Specification Manager • 10 M
Compound Filter Properties Dialog Box • 24 Modify an Insulation Specification • 26
Connect to a Database • 9 Modify Insulation Type Properties • 16
Copy Command (Edit Menu) • 17
Create a New Insulation Specification • 15 N
Create a New Plant Specification File • 13
Creating and Editing Insulation Navigating in SmartPlant P&ID Insulation
Specifications • 15 Specification Manager • 9
Creating Plant Insulation Specification Files New Command (File Menu) • 14
• 13
Cut Command (Edit Menu) • 17 O
Open a Plant Insulation Specification File •
D 10
Delete an Insulation Specification • 16 Open Command (File Menu) • 10
Delete Command (Edit Menu) • 17 Open Database Command (File Menu) • 10
Open Plant Structure Dialog Box • 11
Options Command (Edit Menu) • 14
E Options Dialog Box • 14
Equipment Range Setup Dialog Box • 25
Equipment Tab (Insulation Specification P
Properties Dialog Box) • 20
Exclusion Filters Dialog Box • 23 Paste Command (Edit Menu) • 17
Exit Command (File Menu) • 11 Piping Range Setup Dialog Box • 21
Piping Tab (Insulation Specification
Properties Dialog Box) • 19
F Printable Guides Command (Help Menu) • 7
Filter Properties Dialog Box • 24 Properties Command (Edit Menu) • 17

G R
General Tab (Insulation Specification Rename an Insulation Specification • 16
Properties Dialog Box) • 18 Rename Command (Edit Menu) • 17
Generate an Insulation Specification Report
• 10 S
Generate Report Command (File Menu) •
11 Save a Plant Specification File • 14
Save As Command (File Menu) • 14
Save Command (File Menu) • 14
H Set Exclusions for an Insulation
Help Command (Help Menu) • 7 Specification • 27
Set Piping and Equipment Ranges • 26

SmartPlant P&ID Insulation Manager User's Guide 29

Index

Set Temperature and Thickness Units • 13

SmartPlant P&ID Insulation Specification
Manager • 7

T
Type Properties Dialog Box • 27

30 SmartPlant P&ID Insulation Manager User's Guide