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November 2015
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Beginner

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Introduction to

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Plant Design® 2016

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 © 2015 Autodesk, Inc. All rights reserved.
Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be reproduced in
any form, by any method, for any purpose.

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Certain materials included in this publication are reprinted with the permission of the copyright holder.

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Trademarks

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The following are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the
USA and other countries: 123D, 3ds Max, Algor, Alias, AliasStudio, ATC, AutoCAD LT, AutoCAD, Autodesk, the Autodesk

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logo, Autodesk 123D, Autodesk Homestyler, Autodesk Inventor, Autodesk MapGuide, Autodesk Streamline, AutoLISP,
AutoSketch, AutoSnap, AutoTrack, Backburner, Backdraft, Beast, BIM 360, Burn, Buzzsaw, CADmep, CAiCE, CAMduct,

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CFdesign, Civil 3D, Cleaner, Combustion, Communication Specification, Constructware, Content Explorer, Creative
Bridge, Dancing Baby (image), DesignCenter, DesignKids, DesignStudio, Discreet, DWF, DWG, DWG (design/logo), DWG
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Fire, Flame, Flare, Flint, FMDesktop, ForceEffect, FormIt, Freewheel, Fusion 360, Glue, Green Building Studio, Heidi,

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Homestyler, HumanIK, i-drop, ImageModeler, Incinerator, Inferno, InfraWorks, Instructables, Instructables (stylized robot

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design/logo), Inventor LT, Inventor, Kynapse, Kynogon, LandXplorer, Lustre, MatchMover, Maya, Maya LT, Mechanical
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ObjectDBX, Opticore, Pipeplus, Pixlr, Pixlr-o-matic, Productstream, RasterDWG, RealDWG, ReCap, Remote, Revit LT, Revit,
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RiverCAD, Robot, Scaleform, Showcase, ShowMotion, Sim 360, SketchBook, Smoke, Socialcam, Softimage, Sparks,
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All other brand names, product names, or trademarks belong to their respective holders.
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Disclaimer
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THIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. “AS IS.”
AUTODESK, INC. DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY
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IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS.
Published by:
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ASCENT Center for Technical Knowledge

630 Peter Jefferson Parkway, Suite 175
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Charlottesville, VA 22911
866-527-2368
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 Contents

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Practice Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

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Chapter 1: Introduction to AutoCAD Plant 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Lesson: Working in a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

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Exercise: Work in a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

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Lesson: Opening a Drawing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Exercise: Open a Drawing in AutoCAD Plant 3D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

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Lesson: Exploring the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
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Exercise: Explore the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Lesson: Managing Layers and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Exercise: Manage Layers and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
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Chapter 2: AutoCAD P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

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Lesson: Creating and Adding Existing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Exercise: Create a New P&ID Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Lesson: Equipment and Nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
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Exercise: Equipment and Nozzles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

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Lesson: Piping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Exercise: Place Lines and Inline Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
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Lesson: Instruments and Instrument Lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

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Exercise: Instruments and Instrument Lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Lesson: Tagging Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
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Exercise: Add a Tag and Link Multiple Symbols to a Tag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Lesson: Annotation Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
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Exercise: Annotate Your P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

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Lesson: Editing Techniques. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Exercise: Modify the Layout of your P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Lesson: Data Manager and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
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Exercise: Use Data Manager to Review, Export, and Import Data. . . . . . . . . . . . . . . . . . . . . . . . . . 122
Lesson: Custom One-off Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
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Exercise: Customize One-off Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Lesson: Offpage Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Exercise: Add and Leverage Off Page Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Lesson: Advanced Topics and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Exercise: Convert and Create Symbols/Solve Validation Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Lesson: P&ID Admin for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Exercise: Manage a P&ID Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Lesson: Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Exercise: Generate Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

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 Chapter 3: AutoCAD Plant 3D - Imperial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Lesson: Creating Project Folders and Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Exercise: Create Project Folders and Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Lesson: Steel Modeling and Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Exercise: Build a Steel Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

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Lesson: Equipment Modeling and Editing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Exercise: Create Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

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Lesson: Piping Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Exercise: Route Pipe and Add Fittings, Branch Connections, and Pipe Supports . . . . . . . . . . . 237

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Lesson: Piping Editing and Advanced Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

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Exercise: Modify and Reuse Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Lesson: Working with P&ID Data in Plant 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

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Exercise: Add and Validate Pipelines Using the P&ID Line List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276
Lesson: Creating and Annotating Orthographic Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Exercise: Create and Annotate Orthographic Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

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Lesson: Creating Isometric Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

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Exercise: Create Isometric Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304

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Chapter 4: Autodesk Navisworks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
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Lesson: File Handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Exercise: Work with Autodesk Navisworks Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
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Lesson: Basic Navigation and Walkthrough . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Exercise: Navigate Your Way through a Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
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Lesson: Clash Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

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Exercise: Conduct Clash Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

Lesson: Highlights of Scheduling and Rendering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Exercise: Working with the Fourth Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
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Chapter 5: Setting up and Administering a Plant Project . . . . . . . . . . . . . . . . . . . . . . . 355

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Lesson: Overview of Project Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

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Exercise: Set Up and Structure Your Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Lesson: Overview of Project Structure and Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
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Exercise: Manage Your Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377

Lesson: Setting Up Larger Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
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Exercise: Set Up a Project for Multiple Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Lesson: Defining New Objects and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
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Exercise: Create Symbols and Set Up the Tagging Scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Lesson: Customizing Data Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424
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Exercise: Create Views and Manage Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432

Lesson: Creating and Editing Drawing Templates and Data Attributes . . . . . . . . . . . . . 442
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Exercise: Create a Template for AutoCAD Plant 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446

Lesson: Specs and Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Exercise: Configure Specs and Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Lesson: Isometric Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Exercise: Create a Custom Isometric Drawing Set Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Lesson: Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Exercise: Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497

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 Lesson: Creating and Managing Report Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Exercise: Create and Manage Report Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 516
Lesson: Setting Up SQL Express for AutoCAD Plant 3D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Exercise: Install SQL Express and Set Up Plant 3D Projects to Use SQL Express. . . . . . . . . . . . . 540

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