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 Whats 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 Stretch grip Grip Symbol Description 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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Whats 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 visit for process plant design, or please e-

www.autodesk.com/plant,

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mail plant.info@autodesk.com.

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.

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