autocad p id 2010 - preview guide

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www.autodesk.com/autocadpid Page 1 AUTOCAD® P&ID 2010 AutoCAD P&ID 2010 Preview Guide AutoCAD P&ID 2010 is the fourth release of a product for engineers and designers in the process plant industries who need to create, modify, and manage piping and instrumentation diagrams. With AutoCAD P&ID it is simple to generate project reports, manage changes between engineering teams and contractors. AutoCAD P&ID is easy to learn for users who are familiar with AutoCAD but need the benefits of generating engineering reports from the information contained on the project drawings. Create and edit using powerful drafting tools that increase drawing productivity. Manage and share information between multiple engineering disciplines with importing and exporting tools that allow you to work in a concurrent engineering environment. AutoCAD P&ID 2010 builds on AutoCAD P&ID 2009 in the following areas: Enhanced UI Ribbon Puts frequently accessed tools within easy reach Common UI with AutoCAD 2010 gets users up to speed faster. Drafting Productivity Enhancements Curved schematic lines are now supported Improved the insertion behavior for inline equipment End connections now available on control valves and instruments Integrated AutoCAD P&ID and AutoCAD Plant 3D environment Common project between AutoCAD P&ID and AutoCAD Plant 3D Numerous minor changes to support common project and common project setup utilities Enhanced project administration Access to Project Setup can be restricted Project Specific tool palettes are now supported Japanese Industrial Standards (JIS) instrumentation symbols added Please note, this document contains only a summary of the changes.

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Page 1: Autocad p Id 2010 - Preview Guide

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AUTOCAD® P&ID 2010

AutoCAD P&ID 2010 Preview Guide

AutoCAD P&ID 2010 is the fourth release of a product for engineers and designers in the process

plant industries who need to create, modify, and manage piping and instrumentation diagrams.

With AutoCAD P&ID it is simple to generate project reports, manage changes between

engineering teams and contractors.

AutoCAD P&ID is easy to learn for users who are familiar with AutoCAD but need the benefits of

generating engineering reports from the information contained on the project drawings. Create

and edit using powerful drafting tools that increase drawing productivity. Manage and share

information between multiple engineering disciplines with importing and exporting tools that allow

you to work in a concurrent engineering environment.

AutoCAD P&ID 2010 builds on AutoCAD P&ID 2009 in the following areas:

• Enhanced UI Ribbon Puts frequently accessed tools within easy reach Common UI with AutoCAD 2010 gets users up to speed faster.

• Drafting Productivity Enhancements Curved schematic lines are now supported Improved the insertion behavior for inline equipment End connections now available on control valves and instruments

• Integrated AutoCAD P&ID and AutoCAD Plant 3D environment Common project between AutoCAD P&ID and AutoCAD Plant 3D Numerous minor changes to support common project and common

project setup utilities

• Enhanced project administration Access to Project Setup can be restricted Project Specific tool palettes are now supported

• Japanese Industrial Standards (JIS) instrumentation symbols added

Please note, this document contains only a summary of the changes.

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Contents

The User Interface ........................................................................................................................... 3

Project Manager .......................................................................................................................... 3

Configure a Project ...................................................................................................................... 4

Tool Palette ................................................................................................................................. 5

Data Manager .............................................................................................................................. 7

Create Drawings .............................................................................................................................. 7

Grip Editing .................................................................................................................................. 8

Annotate Components and Lines .................................................................................................. 10

Default Annotation ..................................................................................................................... 10

Annotate from the Data Manager .............................................................................................. 10

InfoTag Annotation .................................................................................................................... 11

Export and Import with Microsoft Excel and CSV .......................................................................... 13

Identify Changes Made in the Export File ................................................................................. 13

Generate Reports .......................................................................................................................... 14

Convert AutoCAD Objects ............................................................................................................. 15

What’s New For 2010 .................................................................................................................... 17

Enhanced Ribbon UI ................................................................................................................. 17

Curved Schematic Lines ........................................................................................................... 17

Restricting Access to Project Setup .......................................................................................... 19

Summary ....................................................................................................................................... 21

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The User Interface AutoCAD P&ID includes palettes that help you create, design, and report on P&ID-specific

information. The P&ID tool palette contains the relevant P&ID components and lines you need to

create drawings. The Project Manager helps you to create and manage project drawings and

report files. The Data Manager provides a fast and efficient means of entering data for the

drawing objects. The Data Manager is optimized for viewing and editing more than one item at a

time. For a single or small number of items, you can use the Properties palette to view and edit

the properties of P&ID components and lines. You can resize, dock, and auto-hide these palettes

to suit your drafting and configuration preferences.

Project Manager

If the Project Manager is not already displayed, access it from the Tools menu > Palettes >

Project Manager or by entering PROJECTMANAGER on the command line.

Figure 1 - Project Manager

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Using the Project Manager, you can:

• Create new projects and drawings

• Open existing projects and drawings

• Add a drawing to the project

• Export and import project data to and from Microsoft Excel® 2003 or later

• Access the Project Setup dialog box to customize a project

• Validate your project

Configure a Project

You can configure and customize a project using the Project Setup dialog box. Access the

Project Setup dialog box by opening the Project Manager, right-clicking on the project name, and

selecting Properties from the right-click menu. In the Project Setup dialog box, you will find many

options for controlling different aspects of the project, for example:

• Change the tag numbering formats of the different component types (such as Pumps,

Instruments, and Hand Valves)

• Change the path locations for the different files (such as drawings and reports)

• Add a new type of component or a different AutoCAD block for an existing component

• Add a new property to a component or line

• Specify the selection list for a data property

• Modify or create project report templates

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Figure 2 - Project Setup

Tool Palette

The tool palette contains the symbols used to create the P&ID drawings. Rather than searching

through menu files, simply click a component or line on the tool palette and click in the drawing to

place it. There are three sets of palettes that include complete symbol libraries conforming to the

following standards; PIP, ISA, ISO, DIN and JIS/ISO.

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Figure 3 - AutoCAD P&ID Tool Palettes

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Data Manager

AutoCAD P&ID provides a new method for you to enter property information for components and

lines on a drawing. You use an Excel-like interface for defining the associated data for the

components and lines.

The Data Manager can be accessed in the following ways:

• From the Project Manager, right-click the project name and select Data Manager from

the shortcut menu

• Enter DATAMANAGER at the command prompt

• On the Ribbon, click Home tab > Project panel > Data Manager

Navigate the tree view on the left side of the palette to highlight a group of components (such as

Pumps, Heat Exchanges, or Instruments) or a sub-set of the group (such as Horizontal

Centrifugal Pumps or Gate Valves). In the data view on the right, specify the property information

for each component.

Figure 4 - Data Manager

Create Drawings

As you select and place components and process lines from the tool palette, you may be

prompted to assign a tag for the component or line. You can specify the tag and click the Assign

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button or decline to assign a tag by clicking the Cancel button. A new record for each object is

added to the relevant tree branch in the Data Manager.

P&ID drawings undergo constant change, and one of the challenges is to keep all of the

components and lines connected while they are moved and stretched. In AutoCAD P&ID, the

lines and components remain connected to each other when lines are being moved. End of line

components, such as Pumps and Vessels, also remain connected to the lines when they are

moved.

Grip Editing

A variety of grips are available when you select different types of components or lines. When you

select an inline component such as a valve, you can use a connection grip to move inline

components from one line to another. The inline component automatically mends the line at its

old position and breaks the line in its new position.

Figure 5 – Connection Grip

The substitution grip is shaped like a triangle that reveals the substitution palette where you to

change the component to a similar component of the same class. For example, when you click

the substitution grip for a gate valve, you can change the valve to a ball valve, globe valve, plug

valve, needle valve, etc.

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Figure 6 – Substitution Grip

Process lines and signal lines also use new types of grips. Use the stretch grips in the center of

the line to move that segment of the line to a new location. Notice how the inline component

stays connected to the line.

Figure 7 – Stretch Grip

A summary of all the P&ID specific grips are shown in the table below:

Grip Name Grip Symbol Description

Stretch grip

Appears at the midpoints of

schematic line segments; it

moves a line orthogonally.

Endline grip

Continues or shortens a

schematic line.

Connection grip

Connects a schematic line to a

component or to another

schematic line.

Gap grip

Breaks a schematic line

between the gap symbols.

Flip grip

Flips a component in the

opposite direction.

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Annotate Components and Lines

Default Annotation

There are different ways that you can annotate components and lines. Some annotation

properties are automatically filled in when the data for the annotation is entered in the Data

Manager. For example, with an Instrument Bubble, when you enter the Type and Loop Number

properties in the Data Manager, these properties appear automatically within the Instrument

Bubble.

Annotate from the Data Manager

Annotate components and lines in the drawing with any data property in the Data Manager.

Simply select the relevant cell in the Data Manager, hold down the left mouse button and drag the

cell onto the drawing. A rubber band leader line appears between the data being dragged onto

the drawing and its parent object. You can then place the annotation anywhere on the drawing.

For example, to annotate a pipe line segment, select the Tag field for Primary Line Segment tree

branch and drag it onto the drawing. A rubber band leader line appears from the pipe line to the

annotation, allowing you to place the annotation near the pipe line.

Figure 8 - Annotating a Line

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InfoTag Annotation

You can also place multiple lines of annotation on a drawing by using the Infotag option. For

example, if you want to display the tag number, description, capacity, etc. for a pump, select the

pump and then select Annotate > Pump Infotag from the right-click menu. Changing the relevant

property values in the Data Manager updates the Infotag details on the drawing. There are two

other ways to edit the data in the Infotag. You can select the component (for example, a pump)

and use the Properties palette to make changes. Or, you can double click on the annotation itself

and change the data.

Figure 9 - Placing an Info Tag

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Figure 10 - Editing Data Using the Properties Palette

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Figure 11 - Using the Edit Annotation Dialog Box

Export and Import with Microsoft Excel and CSV

Many engineering disciplines provide input on the information contained on the drawings. You

can share drawing data with these disciplines by exporting the drawing or project data to .csv

(comma separated values) text file or Microsoft Excel 2003 (or later) and then importing the

updated information back into the drawings. Select the Export icon on the Data Manager

toolbar to export the data in the Data Manager. You can make changes to the export file and use

the Import icon in the Data Manager to import the changes.

Figure 12 – Export Data to .xlsx,. xls, or .csv Formats

Identify Changes Made in the Export File

Changes between the data contained in the export file and the data in the drawing are highlighted

in yellow. Using the toolbar options or the right-click menus, you can accept or reject the

changes using the following options:

• Cell by cell

• Row by row

• All records at once

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Figure 13 - Highlighting Changed Records when Importing from Excel

Generate Reports

You can generate reports for the project by selecting the Reports icon from the Project

Manager. Or, with the Data Manager dialog box showing, you can switch to the Report view by

selecting Project Reports from the pull down list in the upper left corner.

The view in the Data Manager changes to show a selection of sample reports. Using this feature,

you can generate the following types of reports:

• Equipment List

• Line List

• Line Summary List

• Instrument List

• Valve Lists

• Nozzle List

• Control Valve List

• Document List

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Figure 14- Example Equipment List

Convert AutoCAD Objects AutoCAD P&ID provides symbols for a number of different types of components and lines.

However, you may need to define your own symbol to be used in the drawing or in the project.

Using standard AutoCAD lines, arcs, and circles you can create any shape to represent your

custom symbol, and then convert that group of AutoCAD entities into a particular type of

AutoCAD P&ID component or line. For example, if you needed a custom Heat Exchanger, draw

and select the group of AutoCAD entities that represent the new heat exchanger, and then select

Convert from the right-click menu. Once the AutoCAD entities are converted, they contain the

same graphical and data properties as AutoCAD P&ID components and lines.

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Figure 15 - Converting AutoCAD Objects

If at a later time you need to make changes to the graphic, you can use the P&ID Object Explode

in the right-click menu to temporarily explode the graphic back to the original AutoCAD entities.

You can then add new lines, arcs, circles and stretch or erase existing graphics. When you are

finished, convert the symbol back to a P&ID object using the Save New Geometry tool shown on

the right side of Figure 16. The graphic will be changed, but all of the data will be retained.

Figure 16 - P&ID Object Explode Tool

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What’s New For 2010

Enhanced Ribbon UI

AutoCAD P&ID now takes advantage of the Ribbon technology that first made its appearance in

AutoCAD 2009. The P&ID tools are integrated into the plain AutoCAD ribbon putting the most

often used tools at your fingertips.

Figure 17 – Ribbon Home Tab

Curved Schematic Lines

You can now have curved sections of schematic lines. While rarely used on P&ID, on some

occasions they are needed. To put a curved pipe or instrument line, first draw a polyine

containing the curved section. Then, right click on the polyline

Figure 18 – Polyline with an Arc

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Then, right click on the polyline and select Convert to P&ID Object.

Figure 19 – Convert to P&ID

Finally, select the type of line that you want to create. In this case, choose Engineering

Items\Lines\Pipe Line Segments\Primary Line Segment from the Convert to P&ID Object dialog.

You will be left with a schematic line with a curve in it. You cannot insert valves or other inline

components into a curved part of the line, but it otherwise acts the same as any other schematic

line.

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Figure 20 – Curved Schematic Line

Restricting Access to Project Setup

Project Administrators often want to restrict access to the Project Setup functions to insure

consistent symbols and properties across the project. This is now possible with AutoCAD P&ID

2010. The key data is stored in the ProjSymbolStyle.DWG file found in the project directory.

Making this file read only using operating system permissions controls who has access to the

project setup function.

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Figure 21 – Setting File Permissions

Put the project on a server and give read write access to ProjSymbolStyle.dwg to those who need

to modify the project setup. Give read only access to those who do not. Users with read only

access will see the Properties entry in the Project Manager disabled.

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Figure 22 – Properties function disabled

Summary Thank you for using AutoCAD P&ID 2010. For more information about AutoCAD P&ID or other

solutions for process plant design, please

visit www.autodesk.com/plant, www.autodesk.com/autocadpid, or e-

mail [email protected].

Autodesk and AutoCAD are trademarks or registered trademarks of Autodesk, Inc., in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product offerings and specifications at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2009 Autodesk, Inc. All rights reserved.