User Exercises AutoCAD P&ID 2008

User Exercises

AutoCAD P&ID 2008 

Michael Halladay  Autodesk, Inc.  7/26/2007 

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Table of C  Contents   Session 1: Introduction n to AutoCA AD® P&ID: The T New P& &ID ....................................................... 1  wing ..................................................................................................... 2  Creating a P&ID draw 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 nents ................................................................................................. 13  Placing in ii

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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  M ............................................................................................................ 29  The Data Manager Export to Excel E ................................................................................................................ 32  Reporting ........................................................................................................................ 34  utoCAD Bloc ck to P&ID Symbol S ............................................................................. 35  Convert Au 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 ntelligent Piping g and Instrumentation Diagram ms (P&IDs). At A the end of the e session you will w understand d how Autodeskk Plant leverages standard Au utoCAD product ctivity tools with user-customiza able 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 make m 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. B. C. D. E. F. G.

Draw wing equipment & assigning tags Conn necting equipment with pro ocess lines Placiing hand valv ves, reducers and control valves v Placiing instrumen ntation Entering equipme ent data and placing p equipm ment annotatiions d and placcing pipeline annotations a Entering pipeline data c Placiing off page connectors.

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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. The e 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&ID D 2008 you will create P&ID Ds in a projecct environmen nt. 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 crea ate a new project with fo olders and su ubfolders.

Prroject drop-down

ders get their own o specific settings s as we w will see in this t exercise. Once you’ve e These folderss and subfold 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 g inputs when you set up your structure (see second diagram, belo ow): you will need Standard: me: Project Nam Project Desc cription: Project direc ctory: Project DWG G directory:

PIP AutoCAD P&ID – Amerricas Resellerr Launch Americas Reseller Train ning on AutoC CAD P&ID older named Drawings with a subfolderr named Proje ects Create a fo 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 ure the option n “Edit projectt properties after a creating” is unchecked d. Before accepting these settings, make su

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

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

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

See the follo owing diagra am.

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ompt for temp plate” checkbo ox when we create c the Coo oling folder. When W you cre eate a Notice the check in the “Pro o Fuel the prroject default template will be used. Bu ut, you will be prompted forr the template e when drrawing in Oil or yo ou create drawings in the Cooling C folder. ate more subffolders in Oil, Fuel and Coo oling. The follders we crea ate in this partt of the exercise are Now, let’s crea or organization within the project p tree. Physical P folde ers will not be created on your y hard diskk, because we e fo un ncheck the bo ox “Create follders relative to parent fold der storage lo ocation”. Theyy will inherit th he attributes of the pa arent folders. 7

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

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

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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 g folder and d is part of the t Water su ubfolder. in

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

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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 es of equipm ment, to start. You w find the equipment will e in the Equip pment tab off the Tool Pa allet. While e you can drrag symbols s 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 the e 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

E Depending on o project settings, you ma ay be prompte ed to place these tags on the t drawing riight after NOTE 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 now w 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 ne ecessary, 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 r Re epeat and Recent R Input options to speed placement of lin nes and HIN dupllicate equipm ment.

HIN NT To determ mine if a line e is attached to a piece e of equipme ent, select it. i If it is atttached, therre will be a circular c shap ped grip at the t attached d end. If no ot, the grip will look like e a plus sign (+). ondary line es Seco 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. 12

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

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

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

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

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

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At the e sides of th he tank, left and right NOTE E To flip the direction off a reducer, select it an 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 ontrol valve es and/or other regulating inline compo onents. The ey react on signals – su uch as, pres ssure, tempe erature or fllow – eceive from the process s lines they are attache ed to. In thiis exercise, we are goin ng to that they re build some instrumenta ation loops connected to t control va alves, flow transmitters t s and tempe erature indicators. We will also o add some tags to the e equipmentt. You will see s your dra awing startin ng to r P&ID. look like a real 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.. 16

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Add ta ag information in the dialog.

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Positio on your tags as shown in the next figure.

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 marked d by using Offpage O Con nnectors. In n this exercise we will add a another sheet to o our drawin ng and conn nect the con ntinuous pipe elines with Offpage O Con nnectors. Let’s L start with the drawing we’v ve 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 d drawing Crea Now that yo ou’ve placed d these conn nectors, you u need anotther drawing g to connectt them to. We W will create a new drawing in the Coolin ng folder, Water W subfold der. 1

ht-click on th he Water su ubfolder and d create a ne ew drawing. Righ

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Ente er the follow wing informa ation into the New DWG G dialog.

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Place e items on new drawiing 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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Now w place an Offpage O Conn nector at the left end of the primarry line you just 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 ctor coming from the He eat Exchang ger H-150. It should lo ook something like with the connec 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 y will see the sizes, specs, s service and line number tha at should be e In entered at th he tag assignment for each e line. After A entering the neces ssary inform mation you will w also e the differe ent tags nea ar the appro opriate pipeline. These tags will be e placed in the t first need to place 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…

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Fill in the appropriate size, spec, s service e and number for each line you see e in the follo owing ams. diagra

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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 Manage er. 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 da ata not only on n the drawing g, but in the da ata model, ass well. Since this is an intelligent P& &ID application data stored in the data model m will auto omatically show in the app propriate location on the drawing. Oth her data not ty ypically show wn on the draw wing will be ussed in commo on reports. We’ll W talk abou ut reporting late er. Right now w, we want to add a more info ormation into our project and drawing properties. In the followin ng figures you u will see the drawing and project prope erties to enterr for this exercise. You should see from/to drawiing informatio on that was au utomatically added a to the connectors c (th his may requiire a Rebuild, first). 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 matically filled d. NOT

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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 diag grams. 1

e project name and sele ect Propertie es. Right--click on the

2

Enter information n into the Prroject Data fields.

3

ormation and d enter information for those fields s. Selectt Client Info

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TE These arre the defaullt fields for a project. More M fields can c be adde ed and these e fields NOT can be deleted. Categories s 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 d to send drrawings and information n to other people that need n them, like E-transmit filles are used ustomers an nd contracto ors. In this exercise e we will create an e-transm mit file. It is s important that all cu drawings and d all project settings are e captured in this trans smittal, so that the rece eiving party y can k with our prroject settin ngs right aw way. sttart to work 1

Selectt File->eTra ansmit The current draw wing and ass sociated files s will be add ded to the Files F Tree.

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A File. Click Add Add th he other dra awing (reme ember the file f structure e we set up when we crreated the projec ct?). Add also the Proje ect.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 - Ame ericas Reseller Launch. 27

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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 e: Pa

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

n: e-Transmit package e used in AC CAD P&ID trraining Transmittal Description 28

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e-Tran nsmit settin ngs When these settings W s hav ve 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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e the Data Manager M to view, edit, and a manipu ulate your co omponent and line data a and to You can use generate re eports 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 equ uipment 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 information n that is used for buildin ng the syste em you designed with AutoCAD A P& &ID. In this exerrcise you will need to work w in the drawing, d Main Water Flo ow (the firstt drawing yo ou created). You Y will add information n to the equ uipment and d to the offpage connectors you cre eated earlier. w need to make m sure the t Data Manager is acttive. If the data manag ger is not diisplayed Also, you will at the botto om of your workspace, w o click on th he Data Man nager icon in n the AutoCA AD P&ID you need to tool bar or enter datam manager at the t comman nd prompt.

oCAD P&ID Toolbar T Auto

The Data Manag ger, in Proje ect Data Mode 1

Make sure the Data D Manager is in Draw wing Data mode m (check k the dropdo own at the upperu o the Data Manager). left of 30

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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. ur columns will probably y not be in the same orrder as show wn in these NOTE You diagrams. Use the sc croll 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 E > Pumps an nd enter the following property p b. Browse to data.

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

o Non Engine eering Items > Connec ctors > Off Page P Connec ctors and en nter the d. Browse to 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

3

Bottom m left of draw wing

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

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

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a you hav ve the opporrtunity to ac ccept or reje ect the chan nges. You can accept/reject highlighted and he changes one at a tim me or all at once. o th 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 spreadsh heet 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).

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Open Microsoft Excel and add informatio on about the manufactu urer, the su upplier and some s comm ments on eac ch line.

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When you have added a inform mation for each e pipeline e segment, save your spreadsheet s and close Excel.

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AD P&ID and d import Return to AutoCA

the updatted spreadsh heet.

a the Data Manager. Each line th hat has a cha ange is prec ceded by a yellow y highllighted Look at cell an nd every cell that has changed c is highlighted. h Notice, als so, that whe en 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 ption to accept or rejec ct each chan nge (right-cllick on a mo odified At this cell) or o use the to ools at the top t of the Data D Manage er.

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

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Reporting e data is bettter represented in a re eport rather than on a drawing. d Since As stated earlier, some &ID creates intelligent drawings d an nd keeps the e data in the e drawing, you y have ac ccess to AutoCAD P& 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

M is set s to Projec ct Reports (check ( the dropdown). d Make sure that your Data Manager

Y can also o create cus stom The highlighted list, above,, shows the default report types. You 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.

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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

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Open the report in i Excel. Notice e that each list has become a shee et in the Exc cel file.

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Chang ge or add so ome informa ation on the e different sheets and save the file.

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Return to AutoCA AD P&ID and d make sure e that you are a still in Prroject Reporrts mode.

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xls and notic ce that Auto oCAD P&ID shows the changes c perr line Imporrt the Reporrt Exercise.x and field (just like we saw in n the data view export/import exerrcise). urse, you ha ave the optiion to accep pt or reject the t changes s one at a time or all att once. Of cou

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Save the drawing g we may want to use it later in this course.

C Convert AutoCAD Blo ock to P&ID D Symbol etry into inte elligent P&ID D geometry y is easy to do d in AutoCAD Converting generic AutoCAD geome &ID. We ca all this proce ess “classify ying”. This can c make your life easiier if you ha ave been cre eating P& 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 p shown in the next figu ure and save e it as a block. Create 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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en the block is done, rig ght-click on it and selec ct Convert to o P&ID Obje ect. Whe This is necessarry to add inttelligence to o the symbo ol. This sym mbol can be classified as s an ent, Pumps and finally Horizontal H C Centrifugal P Pump as sho own in Engiineering Item, Equipme the following f fig gure.

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C Conclusion n es the cours se. We hope we have been b able to o show how easy it is to o create inte elligent This conclude &IDs from an a interface that is already familiarr to you. P& 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..

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