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Introduction to AutoCAD P&IDUrsula Sadiq - Autodesk
PD215-1 This class will provide and introduction to Autodesks new product, AutoCAD P&ID, anddiscuss how this software can improve your productivity when creating and editing a P&ID project.
About the Speaker:Ursula is a senior designer at Autodesk working on plant design applications for the process manufacturingand power generation industries. She previously spent a decade as a trainer and consultant supporting
AutoPLANT software at REBIS and then at Bentley Systems. Before that, she worked for Schlumberger asan offshore wireline engineer in the Gulf of Mexico. Ursula has a Bachelor's degree in MechanicalEngineering from University of Delaware and a Masters degree in Mechanical Engineering and MaterialScience from Carnegie [email protected]
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This session covers how to use AutoCAD P&ID 2008 to draw intelligent Piping and
Instrumentation Diagrams (P&IDs). At the end of the session you will understand how
AutoCAD P&ID 2008 leverages standard AutoCAD productivity tools to quickly and easily create
and edit P&ID drawings in a way not possible using base AutoCAD. You will receive step-by-
step instructions on how to make a typical P&ID, all the while you will be ensured that all
components maintain expected connectivity and inheritance.
In this session we will create the P&ID (shown below), to provide a general idea of how to use
AutoCAD P&ID to create production P&IDs. In particular, we will cover these items in this order:
A. Drawing equipment & assigning tagsB. Connecting equipment with process lines
C. Placing hand valves, reducers and control valves
D. Placing instrumentation
E. Entering equipment data and placing equipment annotations
F. Entering pipeline data and placing pipeline annotations
G. Placing off page connectors.
H. Publishing drawing and data
1. Launching AutoCAD Plant Solutions P&ID 2008
As with other AutoCAD based products, you can launch P&ID from either the desktopicon or from the programs start menu. This will invoke AutoCAD in the P&ID workspace.The environment should be familiar as it is leveraging standard AutoCAD. The mostimportant elements of P&ID workspace to become familiar with are the P&ID workspacetoolbar, the tool palette and the Project Manager.
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2. In AutoCAD P&ID 2008 you will create P&IDs in a project environment, so the first task
is to create a project. This is an administrative task not typically done by all users. A
New Project will be created from the PIP Standard, and named Zig 1 as shown. We will
run with the default settings so you can uncheck the launch project setup checkbox:
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3. Now we make a P&ID to start out with. This is done by selecting the project, right-
clicking and selecting the NEW Drawing menu option. This will make the new PID100.
When making a new drawing, it is important to fill out DWG Number, since that is
displayed frequently in the UI.
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FAQ: Why did I get this DWT? Because this is the DWT that the project setup haspointed this project to. If you are interested in configuring project settings, please attendone of the P&ID course that cover setup (PD305-1 and/or PD319-1)
4. We now have a new blank P&ID, with a title-block and nothing else. Time to start
drawing. One can draw in model tab or the layout tab. With this DWT files, even if you
are drawing from the layout tab, all the graphics are being drawn in model space.
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5. We will draw 6 pieces of equipment to start out from the equipment tab on the tool
Palette. Go to the Equipment tab of the tool palette to find these items. These pieces of
equipment are as follows:
Open Top Tank TK-300 (up top)
Dome Roof Tank TK-100 (on the left)
Dome Roof Tank TK-050 (on the right)
Spiral Heat Exchanger E-150
Vertical Inline Pump P-100
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6. Now we will pipe up these equipment items as shown. First, all the MAJOR lines. The
direction that you draw is used for the initial flow direction. However, this can be
changed at any time. If its easier, you can draw the line in the reverse direction and then
correct it later.
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Next, the 3 minor lines (show in Magenta here for clarity, but they appear more blue.
The colors are configurable in project setup. )
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7. Now to add valves, control valves and reducers. Notice that you can substitute one
valve for another if you need to update it after it has been placed.
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8. Add instrumentation. We will add a temperature control and a flow control loop.
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9. Now, on to tagging the lines. After entering the data, we will annotate the lines. When it
comes to tagging, you have a number of choices:
Right-click Assign Tag
Tag Tool from Toolbar
Properties Palette
Annotate then Edit Annotation
Data Manager Edits
These ways for tagging are valid for all tagged components, not just lines.
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10. We will now add some data against the Equipment Items. And put the info tags in for
each. (Again, one accesses the info tag annotations via the right click menu.)
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Again, one can fill out the data against the equipment in various ways Properties Palette, Data
Manager, or Editing an annotation. Here is seems easiest to edit the annotation.
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11. Data Manager is the UI for handling data values in P&ID and is a way to efficiently look
at/enter a lot of data. So if Im bulk tagging, I might choose to do it though the Data
Manager interface instead of one of the other ways. Open Data Manager using thetoolbar icon or by typing DATAMANAGER on the command line. The type of item is on
the tree on the left, the data is one the right. We will enter data for the line segments.
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12. Now we will add OFF PAGE CONNECTORS. Draw some more process lines to/from
the edge of the page. One of our new lines we will run through an TK-050 and add a
gap. Place five connection arrows on the fine open pipeline. After placement, use Data
Manager to enter Connector Number & Origin/Destination data. We will add some lines
that go offpage. .
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13. This isnt interesting unless there is some other connector arrow on some other drawing
to connect to --- so lets make another drawing! From Project Manager, right click and
select New Drawing.
14. Create tank TK-512 and draw a process line to feed this tank. Place the connector on
this feed line. Add Origin/Destination data.
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15. From the right click menu, select connect to match this drawing with connector 002 on
the first P&ID.
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16. Import/Export in P&ID is the ability to create a copy of the data into an excel file. If
desired, changes made in excel can be imported back into the P&ID.
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During the Import, all the proposed changes are highlighted which you can now accept
or reject. There is also the accept/reject all options. Notice that when an update is
accepted, any annotation containing that value is also updated.
You can even update tags through the import. Any Non-unique tag will stop the update
and produce this alert dialog.
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17. DWF Publishing: you can publish to DWF all the drawings in the project via the Publishoption on the FILE menu. This gives you one file with all the drawings, which can also
include and data that is tracked against the components.
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You (or anyone else) can open this DWF in the free viewer DESIGN REVIEW. One of
the more interesting use cases with DWF and DESIGN REVIEW involves taking
advantage of the Compare feature, where changes between versions of a DWF areshown.