AutoCAD P&ID Essential Training: Administrator

Introduction

• Welcome
• What you should already know
• How to use the exercise files

1. Get Started

• Project Manager overview
• Project Setup interface
• Understand P&ID class definitions
• Understand projSymbolStyle.dwg
• Drawing properties vs. project properties

2. Create a New Project

• Create a new out-of-the-box project
• Create a new project from a template
• Create a duplicate project

3. File Management

• Understand the P&ID folder structure
• Rename drawing files
• Reorganize DWG files in Windows Explorer
• Modify drawing properties

4. Set Up Your Project

• End connections and line settings
• Set up P&ID project paths
• Configure the file name format
• Use drawing templates
• Lock project properties

5. Custom Project Properties

• Create a custom project property
• Create a custom drawing property
• Add a custom field to your title block

6. Create Custom P&ID Symbols

• Review the class hierarchy
• Create a new P&ID block and assign a class
• Set symbol properties
• Understand attachment points and flow dependency
• Understand selection lists
• Set a default tag format

7. Create Custom Component Tags

• Create a custom equipment tag format
• Create a custom pipeline tag format
• Set a default custom pipeline tag

8. Create Custom Annotation

• Understand annotation blocks
• Modify an existing annotation block
• Create a custom annotation block
• Set annotation properties

9. Modify Existing Symbols

• Create a new one-off symbol
• Make a one-time modification to an existing symbol
• Permanently modify an existing symbol
• Create two different symbols for a component

10. Drawing Templates

• Understand drawing templates
• Set layers, fonts, and linetypes
• Add data fields to the title block

11. Project Tools

• Data Validation tool
• Audit your project database
• Export to AutoCAD

12. Data Manager

• Generate default project reports
• Modify default project reports
• Create a custom report
• Configure import and export settings
• Create custom Data Manager views

13. Report Creator

• Explore the user interface
• Understand report configuration files
• Create custom reports and queries
• Edit your report layout

Conclusion

• Next steps