AutoCAD P&ID Essential Training: User

Introduction

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

1. Getting Started

• Locating and opening your P&ID project
• Opening a P&ID drawing file
• Setting up the P&ID workspace
• Understanding the P&ID ribbon menu
• Understanding the P&ID tool palette
• Understanding Project Manager
• Using the AutoCAD Properties dialog box
• Using on-screen tools

2. Working with P&ID Drawing Files

• Creating a new P&ID drawing file
• Importing an existing P&ID file to the project
• Renaming drawing files
• Locating missing drawing files
• Updating drawing information using the Drawing Properties dialog box

3. Equipment

• Inserting equipment and assigning tag information
• Copying equipment
• Adding annotation to your equipment
• Modifying existing P&ID blocks
• Understanding equipment tags and equipment InfoTags
• Understanding parent/child equipment tags
• Adding nozzles to your equipment drawing files

4. Piping

• Creating pipe lines and assigning tag lines
• Attaching and disconnecting pipe lines to a component
• Understanding the difference between line groups and line segments
• Adding and removing a pipe line to a line group
• Adding line segments to an existing pipe line
• Creating and removing a pipe line gap
• Reversing the flow of a pipe line
• Adding and removing corners to a pipe line
• Connecting and disconnecting pipe lines
• Changing your P&ID layout

5. Valves and Inline Components

• Inserting a valve on a pipe line
• Assigning tag information to your valve
• Substituting valve body types
• Moving a valve to a different pipe line
• Copying a valve
• Placing reducers on your pipe line
• Placing spec breaks or other segment breakers on your pipe line

6. Instrumentation

• Adding instrumentation to your P&ID
• Placing control valves

7. Creating Custom P&ID Symbols

• Understanding P&ID classes
• Creating a one-off P&ID symbol

8. Offpage Connectors

• Adding and removing offpage connectors
• Creating connections between offpage connectors
• Understanding connection properties

9. Understanding Tagging

• Understanding tagging concepts
• Finding existing tags
• Linking multiple symbols to a single tag

10. Understanding Annotation

• Understanding the relationship between tag data and annotation
• Creating multiple annotations on a single component

11. Data Manager

• Data Manager overview
• Modifying tag data using Data Manager
• Using Data Manager filters
• Locating components in a P&ID drawing using Data Manager
• Importing and exporting data to Excel
• Generating a valve report from Data Manager reports

12. Project Tools

• Data Validation tool
• Auditing and compressing
• Exporting to AutoCAD

13. Report Creator

• Report Creator overview

Conclusion

• Next steps