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MANUAL PLANT 3D

Create and Configure a Project





You use the Project Setup wizard to create a project, then configure the project setup options to meet
your client needs.

Topics in this section


Overview: Create and Configure the Working Environment
The working environment is set up for ease in creating and managing drawings, models, and other
related files.
Create a New Project
You can create a project and then change the project settings.
Configure General Settings
You can configure general settings, including project details, drawing properties, and reports.
Configure AutoCAD P&ID DWG Settings
As part of your AutoCAD P&ID DWG setup, you can configure certain behaviors to which all
designers using this project adhere.
Configure Plant 3D DWG Settings
As part of your Plant 3D DWG setup, you can configure certain behaviors to which all designers using
this project adhere.
Point Users to the Project Location
When you have completed the project configuration, you are ready to point users to the project
location to start their designing.


Overview: Create and Configure the Working Environment



The working environment is set up for ease in creating and managing drawings, models, and other
related files.

When you start AutoCAD Plant 3D for the first time, a default project is set as the current project. You
can either modify this project or create a new one, depending on your requirements.
Both the default project and any new projects that you create include standard settings for paths,
drawings, Data Manager configuration, and so on. These default settings are often appropriate for most
tasks throughout a project cycle. However, you can configure these settings to make them specific to
the needs of your organization or your client. You can configure your drawing environment in the Project
Setup dialog box.
NoteIt is strongly recommended that you avoid changing the project setup while others are using the
project. Any changes you make will be visible only after users close and open the project again.




Create a New Project



Bottom of the Page
Procedure
Quick Reference
You can create a project and then change the project settings.

You can specify basic settings as you create a project with the Project Setup wizard.
Procedure

To create a new project

1. On the ribbon, click Home tab Project panel Project Manager New Project.
2. Complete the Project Setup wizard.
3. If you want to change the default project settings, select the check box labeled Edit Project
Properties After Creating Project.
4. Click Finish.
NoteIt is strongly recommended that you set security measures to prevent users from accessing
or changing certain project folders or files. Using Microsoft security settings, you can lock the
project files that you do not want users to modify. For more information about Windows security
settings, see Windows Help.
To create a new project from the Welcome Screen

1. On the Welcome Screen, under Get Started with Your Own Files, click New Project.
2. Complete the Project Setup wizard.
3. If you want to change the default project settings, select the check box labeled Edit Project
Properties After Creating Project.
4. Click Finish.
NoteIt is strongly recommended that you set security measures to prevent users from accessing
or changing certain project folders or files. Using Microsoft security settings, you can lock the
project files that you do not want users to modify. For more information about Windows security
settings, see Windows Help.
To create a new project from the Welcome Back Screen

1. On the Welcome Back Screen, under Other Recent Projects/Files, click New Project.
2. Complete the Project Setup wizard.
3. If you want to change the default project settings, select the check box labeled Edit Project
Properties After Creating Project.
4. Click Finish.
NoteIt is strongly recommended that you set security measures to prevent users from accessing
or changing certain project folders or files. Using Microsoft security settings, you can lock the
project files that you do not want users to modify. For more information about Windows security
settings, see Windows Help.
Quick Reference
Commands
NEWPROJECT
PROJECTMANAGER
PROJECTSETUP
Configure General Settings

You can configure general settings, including project details, drawing properties, and reports.
NoteYour administrator can lock project files to prevent changes to project-specific settings and options.

Topics in this section


Set or Change Project Details
You can change details of the default project settings.
Configure Drawing Properties
You can configure drawing properties so that each drawing added to the project has the same
properties available.
Configure Report Settings
AutoCAD Plant 3D provides several report templates for viewing, printing, exporting, and importing
reports.
Configure File Name Formats
You can set up a format to ensure consistent file naming within a project.


Set or Change Project Details



Bottom of the Page
Procedure
Quick Reference
You can change details of the default project settings.

You can specify a variety of settings, including additional project properties, work history prompts,
paths, the default tool palette group, and the data manager zoom factor.
Procedure
To add a new property to the existing set of project details

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Details.

3. On the Project Details pane, under General Properties, do any of the following:

In the Project Description box, add or change the project description.


In the Project Number box, add a project number.
NoteThe Project Name was set when the project was created. You cannot edit this name.
4. Under Custom Properties, in the Custom Categories list, click Project Data.
5. Click Add Row.


6. In the Add Row dialog box, enter a name (for example: Lead designer) and a value (for
example: Rich Robins) for the new property.
7. Click OK.
8. Click OK.
To add a new category of project details

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Details.
3. On the Project Details pane, under General Properties, do any of the following:
In the Project Description box, add or change the project description.
In the Project Number box, add a project number.
NoteThe Project Name is set when the project is created. You cannot edit this name here.


4. Under Custom Properties, click Add.


5. In the Add Category dialog box, enter a name for the new category (for example: Other
Information). Click OK.


6. Under Properties Of Selected Category, click Add Row.
7. In the Add Row dialog box, enter a name (for example: Project Manager) and a value (for
example: A. Taylor) for the new property. Click OK.


8. Continue adding properties as necessary (for example: PM Phone, 415-555-1212 and Process
Lead, D. Quinn).
9. To add additional categories, click Add and repeat the steps for adding a category and its
properties.
10. Click OK.
To configure work history prompts

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Details.


3. On the Project Details pane, under Work History Prompts, click one of the following options to
specify when designers must enter work history information about their drawings:

Opening Project Drawings


Closing Project Drawings
Never
To configure general paths and file locations

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Details.


3. Under General Paths and File Locations, do the following:

In the User-defined Reports Directory box, enter the file path for the reports directory.
Or click the [...] button, and in the Select Reports Directory dialog box, browse to the location
where you want to place the reports directory.

In the Related Files Directory box, enter the file path for the related files directory. Or
click the [...] button, and in the Select Related Files Directory dialog box, browse to the
location where you want to place the related files directory.
4. Click OK.
To configure tool palette group association

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Details.


3. Under Tool Palette Group Association, in the drop-down lists, click tool palette groups to display
when a project is opened.
4. Click OK.
NoteIf the name of a tool palette group is displayed in red, the tool palette group exists but is not
available on your system. You can make the group available by importing it. See Save and
Share Tool Palettes in AutoCAD Help. For information on how to customize and share tool
palette groups, see Customize Tool Palettes and Save and Share Tool Palettes in AutoCAD
Help.
To configure the Data Manager interactive zoom factor

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Details.
3. Under Interactive zoom, in the box labeled Data Manager Interactive Zoom Factor, enter a
number between 0.0 and 1.0 to set the zoom factor when designers zoom to a component from
the Data Manager.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Project Details (General Settings Tree Node)




Configure Drawing Properties



Bottom of the Page
Procedure
Quick Reference
You can configure drawing properties so that each drawing added to the project has the same
properties available.

You can change the property value for an individual drawing or model.
Procedure
To add a new category of drawing properties

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Drawing Properties.

3. On the Drawing Properties pane, under Custom, click Add.


4. In the Add Category dialog box, enter a name for the new category (for example: Additional
Information). Click OK.
5. Click Add Row.


6. In the Add Row dialog box, do the following:
Under Name, enter a name for the property (for example: Project Name).
Under Description, enter a description (for example: The project to which this drawing
belongs).
Click OK.
7. In the Project Manager tree view, right-click a drawing. Click Properties.
In the Drawing Properties dialog box, the properties that you added are displayed. If necessary,
use the scroll bar to display the properties.


8. Click OK.


Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Project Manager
Project Setup Dialog Box
Drawing Properties (General Settings Tree Node)



Configure Report Settings


Bottom of the Page
Procedure
Quick Reference

AutoCAD Plant 3D provides several report templates for viewing, printing, exporting, and importing
reports.

You can export and import report data to and from Microsoft Excel spreadsheets (XLS/XLSX) or
comma-separated value (CSV) files.
You can create new report types based on existing report templates. The templates include lists of
equipment, lines, line summaries, instruments, valves, nozzles, and so on.
After you configure a report, the properties you specify are queried. You can view the results in the Data
Manager.

Setting Up Reports Containing Plant 3D Data

The existing report templates contain P&ID classes and properties. You can create Plant 3D templates
for the following report types:
Equipment List
Line Summary List
Nozzle List
Valve List

Procedure
To configure a new report based on an existing report

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Reports.
3. On the Project Reports pane, click a report on which to base the new report (for example:
Equipment List). Click New.

4. In the New Report dialog box, enter a name for the new report (for example: New Equipment
List).


5. (Optional) To replace the family tables, do the following:
Click Replace Table(s).

In the Replace dialog box, select the check box next to the tables you want to replace
(for example: select the Equipment check box).
In the drop-down list, click a replacement class table. Click Continue.
On the Create Report Template dialog box, click Continue.
NoteThe name you entered in the New Report Name box on the New Report dialog box is
displayed as the title of the subsequent dialog box.


6. In the [New Report Name] dialog box, in the Report Properties pane, in the Select Properties To
Include tree view, expand the class definition whose fields you want to configure (for example:
Equipment).
NoteIf you are creating a Plant 3D report template, you can specify Plant 3D object or drawing
properties and order them appropriately. The Plant 3D data is included in the report only if a
corresponding P&ID object with an identical tag exists in the project.
7. Click the properties you want queried in the new report.
8. On the Priority Order pane, in the Fields list, click a field whose location you want to change.
Use the Up or Down arrows to rearrange the order in which the fields are displayed in the Data
Manager. The top-to-bottom order in the Fields list is displayed left-to-right in the Data Manager.
9. Repeat steps 7-8 for each of the available properties that you want reported.
10. Click OK.
To modify an existing report

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Reports.
3. On the Project Reports pane, under Defined Reports, click the report you want to modify. Click
Modify.

4. In the Modify Report dialog box, in the Select Properties To Include tree view, expand the class
definition whose fields you want to configure (for example: Equipment).
NoteIf you are creating a Plant 3D report template, you can specify Plant 3D object or drawing
properties and order them appropriately.

5. Click the properties you want queried in the report.
6. On the Priority Order pane, in the Fields list, click a field whose location you want to change.
Use the Up or Down arrows to rearrange the order in which the fields are displayed in the Data
Manager. The top-to-bottom order in the Fields list is displayed left-to-right in the Data Manager.
7. Repeat steps 5-6 for each of the available fields that you want reported.
8. Click OK.
To preview, sort, and filter a report

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Reports.
3. On the Project Reports pane, under Defined Reports, click the report you want to preview.

4. In the Report Preview data view, do any of the following:
To sort the data, click a column header to change the sort order.

To view only items with the same value as the selection, right-click a cell that contains
the value by which you want to search. Click Filter By Selection.
To view all the selected items, right-click a cell that contains the value you want to
exclude from the filtered view and click Filter Excluding Selection.

To filter for field values and ranges of values, right-click a cell for the property where
you want to set a filter. Click the Filter For Field.
In the Filter For Field box, enter a value and press ENTER. You can use the following
conditions cumulatively:


Conditions Purpose Examples

<> 700 displays only rows with


cells containing strings other than 700
to display values <> displays rows with cell data
Angle brackets not equal to your not equal to an empty string, thus eliminating rows with
(< >) entry empty cells

Like *SCH40* displays all fields continuing the text SCH


to display any 40 regardless of the characters that come before or after
Asterisk (*) value in its place the specified string

to display values
that match your
Equal signs (=) entry = Bosch displays only cells containing the string Bosch

to display only
IS NULL empty cells Displays only rows with empty cells

to exclude empty
IS NOT NULL cells Displays only rows with data

to display any
Question mark single character in LIKE SCH?0 displays SCH20, SCH30, SCH40, and so
(?) its place on

To remove all filters, right-click a cell and click Remove Filter.


5. Do either of the following:

To save the filtered or sorted view into a report template to be displayed in the Data
Manager, click Save.
To restore the default view, click Reset.
6. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Project Setup Dialog Box
Reports (General Settings Tree Node)

Configure File Name Formats



Bottom of the Page
Procedure
Quick Reference
You can set up a format to ensure consistent file naming within a project.

After you have configured the file name format, all files created within a project follow the pattern you
set. The file-naming format is not enforced, however, and designers creating new drawings can override
the format if they wish.
Following is a sample file name format as it would appear in Project Setup.


This format would display the following dialog. If the Override check box is selected, a designer can
revise the filename.


Procedure
To configure a file name format

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click File Name Format.
3. On the File Name Format pane, do the following to specify entry fields on the New DWG dialog
box:

Under Name, enter a name. This name appears as the label for an entry box in the New
DWG dialog box.

Under Type, click the drop-down list to select a type. For example: select String,
Numeric, or NominalDiameter.
NoteYou can also specify a newly-created property with a selection list of values (for
example: if you add the property Pump_Manufacturers and create a selection list of specific
pump manufacturers, you can specify the new property under Type).
Under Length, click the drop-down list to select a number from 1 to 9. This number
determines the required number of characters to be entered into the box.
Under Delimiter, enter a character (for example: a dash or comma).
Click Add as many times as required for your format.
4. When finished, click Apply or OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Project Setup Dialog Box
Reports (General Settings Tree Node)


Configure Plant 3D DWG Settings

As part of your Plant 3D DWG setup, you can configure certain behaviors to which all designers using
this project adhere.

Topics in this section


Configure Settings for Export and Import
Create custom settings for export and import that include any combination of Plant 3D classes.
Set Plant 3D Paths
You can change the default locations where users access Plant 3D project data (such as models,
spec sheets, ortho drawings, and template files).
Configure Customized Views for the Data Manager
You can customize the way the Data Manager displays data for projects or drawings.
Configure Settings for Isometric Drawings
You can specify common project settings for isometric drawing files.
Configure Automated Layer and Color Assignments
You can specify an automated scheme for assigning layer and color values to pipe lines and
associated inline components.
Configure Connectors
You can customize the conditions, fittings, and fasteners used to make a connection.
Map P&ID and Plant 3D Classes and Properties
You can customize the default mappings of P&ID and Plant 3D classes and properties to reflect your
company requirements.
Set Up Class Definitions for Plant 3D Objects
Class definitions specify the attributes and properties of Plant 3D objects.


Configure Settings for Export and Import



Bottom of the Page
Procedure
Quick Reference
Create custom settings for export and import that include any combination of Plant 3D classes.

Share AutoCAD Plant 3D data with other applications by mapping AutoCAD Plant 3D properties to
correspond with similar properties in other programs.
NoteYou can export and import Data Manager information only when the Data Manager view is
configured for object type (class). You cannot export and import when the Data Manager view is based
on area.
You can export and import data using the default Displayed Data setting. This setting exports and
imports data for the active node in the Data Manager tree view, with or without child node data. You
create export and import settings at the project level in Project Setup. You use one setting for both
export and import, which simplifies the process of exporting data, externally editing the data, and
importing the data back. After you create an export and import setting, you can later modify or delete it.

Export to and Import from Other Programs


One common reason to create a custom export and import setting is for exporting and importing data to
and from other programs. For example, you want to export data to AutoCAD Electrical. Because the two
programs have different data structures, you map the classes and properties in AutoCAD Plant 3D to
the classes and properties in the other program.

Set up External Data Mapping


You can set up external data mapping in the Export and Import Settings dialog box when creating or
modifying an export and import setting.
A one-to-one mapping between every class and property is not required. Many Plant 3D objects can be
mapped to the same external object.
In some cases, applications can contain erroneous or duplicate data. The import and export process
uses a unique identifier (UID) to identify specific records. AutoCAD Plant 3D generally prohibits
duplicate records. However, if AutoCAD Plant 3D encounters duplicate records, it exports them as
multiple records and the importing application coordinates them.
Procedure
To create export and import settings

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings. Click Export and Import
Settings.
3. On the Export and Import Settings pane, click New.
4. In the New Export and Import Settings dialog box, under Name, enter a name for the export and
import setting (for example: All Equipment).

5. Under Description, enter a description for the setting (for example: Export only Equipment).
6. In the Plant 3D Classes tree view, expand the nodes to display the Plant 3D Classes you want
to export and import (for example: expand Piping and Equipment. Select all items under
Equipment)
7. If this setting is for exporting to and importing from another program, see To set up external
data mapping. Otherwise, click OK.
To set up external data mapping

You can map property values when creating export and import settings or by modifying an existing
setting.
1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings. Click Export and Import
Settings.
3. On the Export and Import Settings pane, click an existing setting. Click Modify.
4. In the Modify Export and Import Settings dialog box, do the following:

Under Name, enter a new name (optional).


Under Description, enter a new description (optional).

In the Plant 3D tree view, expand the classes and select the check box for the class you
want to configure for external data mapping.

Under External Data Mapping, in the External Class Name box, enter a name that
corresponds to similar classes in the other program (for example: if the program equates
Column with Columns, select the Columns check box in the Plant 3D Classes tree view and
enter Column in the External Class Name box). Repeat this process for each class you want
to configure for external data mapping.

Under Properties, in the External Property column, click the external property you want
to change. Enter the new name (for example: click the ModelNumber external property and
enter Model).
Repeat this process for each external property you want to change.
To make a property a unique identifier (UID), select the UID check box corresponding to
the property. PnPID is a UID by default. If the other program recognizes a different identifier,
you can change this setting.
In the Value Mapping column, click the cell corresponding to the property you want to
map. Click the [...] button.
5. In the Map Property Values dialog box, do the following:

In the Plant 3D Property column, enter the Plant 3D property values (for example: in the
Plant 3D Property ModelNumber column, enter P1, P2, S1, and S2).

In the External Property column, enter corresponding property values for the other
program (for example: enter Model1, Model2, Model1, and Model2).


6. Click OK.
7. In the Modify Export and Import Settings dialog box, repeat the value mapping process for each
property you want to map. When you finish mapping, click OK to close the Modify Export and
Import Settings dialog box.
To modify an export and import setting

1. In the Project Setup tree view, expand Plant 3D DWG Settings. Click Export and Import
Settings.
2. On the Export and Import Settings pane, click an existing setting. Click Modify.


3. In the Modify Export and Import Settings dialog box, you can:

Edit the name of the Export and Import Settings as necessary.

Edit the description as necessary.


4. In the Plant 3D Classes tree view, modify the Plant 3D Classes to export and import. For
example, you can clear one or more check boxes.
5. On the External Data Mapping pane, modify the class name in the External Class Name box, if
necessary. Make other changes, as needed, to the external data mapping settings.
6. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Export and Import Settings (Plant 3D DWG Settings Tree Node)



Set Plant 3D Paths



Bottom of the Page
Procedure
Quick Reference
You can change the default locations where users access Plant 3D project data (such as models, spec
sheets, ortho drawings, and template files).

The Paths panel includes:


Plant 3D model DWG directory. Sets the location of the project model DWG directory.
Spec sheets directory. Sets the location of the specification sheets directory.
Orthographic output directory (DWG). Sets the location of the orthographic drawing output
directory.
Orthographic template file (DWT). Defines the ortho template file that is used when new ortho
drawings in a project are created.
Equipment templates directory. Sets the location of the equipment snapshots directory.
Drawing template file (DWT). Defines the template file that is used when new drawings in a
project are created.
Procedure
To define new project paths

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings. Click Paths.


3. On the Paths pane, do one of the following:
Enter the file paths for the directories you want to change.
Click the [...] button to the right of each box to browse to the location where you want to
store the directory and file.
4. Click OK.
To customize the Orthographic template file


1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box tree view, expand 3D Piping DWG Settings. Click Paths.


3. On the Paths pane, under Orthographic template file (DWT), enter the path to the location of
your template file or click the [...] button to browse to the location. The default folder depends on
the operating system:

C:\Users\[username]\AppData\Local|Autodesk|AuCAD Plant 3D
2011\[releasenumber]\enu\template (Windows Vista).

C:\Documents and Settings\[username]\Local Settings\Application


Data\Autodesk\AutoCAD Plant 3D 2011\releasenumber\enu\Template (Windows XP).
4. Take one of the following actions to customize the template to your company or project
requirements.

If you have an existing template you want to use, place it in the default directory or a
directory of your choice.

If you want to customize the title block of the default template, navigate to the template
location, open the template and make the appropriate changes. Save and close the template
file.
5. NoteFor detailed information about using drawing or project data in a title block, see Add
Project Data to a Drawing.
6. Click OK to close the Project Setup dialog box.
To set up pipe spec files


1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box tree view, expand 3D Piping DWG Settings. Click Paths.


3. On the Paths pane, under Spec Sheets Directory, enter the path to the location of your spec
files or click the [...] button to browse to the location.
4. Click OK to close the Project Setup dialog box.
See Also

Workflows
Create a Piping Specification

Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Project Setup Dialog Box
Paths (Plant 3D DWG Settings Tree Node)

Configure Customized Views for the Data Manager



Bottom of the Page
Procedure
Quick Reference
You can customize the way the Data Manager displays data for projects or drawings.

You can arrange the tree view in the Data Manager according to your requirements. First you specify
whether the top-level nodes are areas (the default) or object types (classes). Then you specify the
properties you want to view at various sub-levels.
For example, you can arrange a tree view with Area at the top level, Manufacturer at the second level,
and Model Number at the third level. Or you can arrange a tree view with Piping Equipment at the top
level, Manufacturer at the second level, and Model Number at the third level.
In a KKS environment, you can base a view on a Unit, SystemCode, SystemNumber, EquipmentCode,
and EquipmentNumber hierarchy.
Procedure
To create a customized view for the Data Manager

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings. Click Data Manager
Configuration.

3. Under Default Data Manager view, do one of the following:

To order the tree view by area, click Area (Drawing Property).

To order the tree view by object type, click Object Type.


4. Under Customized Views, click Create View.
5. Under A New Customized View, in the Name box, enter a name for your view.
6. Under A New Customized View, define the scope of your view:
To expand the scope of your view to include all project data, click Project Data.

To limit the scope of your view to the current drawing data, click Drawing Data.
Click New Level.
7. In the Select Class Property dialog box, do the following:

Under Class, expand the appropriate node and child nodes to locate and click a class
for Level 1 (for example: Piping and Equipment).
Under Properties, click a class property (for example: Manufacturer).
Click OK.
8. Click New Level and repeat step 7 to add the number of levels you want in the customized view.
When you finish adding levels to the customized view, in the Project Setup dialog box, click OK.
NoteFor best results in creating customized views, choose properties that are shared by all
Plant 3D objects.
To delete a customized view for the Data Manager

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings. Click Data Manager Configuration.
3. On the Customized Views pane, click the customized view you want to delete. Click Delete
View.
4. In the Delete Customized View message, click Yes.
To open a customized view in the Data Manager

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, click the drop-down list and click a customized view.
The Data Manager tree view displays the customized data.
3. To display relevant details on the right pane, click a node in the tree view.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Data Manager Configuration (Plant 3D DWG Settings Tree Node)


Configure Settings for Isometric Drawings



You can specify common project settings for isometric drawing files.

The Isogen settings available for configuration include:


File locations for drawings and the line designation table (LDT)
Dimensions
Sloped lines
Labels
Title block
AutoCAD Plant 3D 2011 uses the full Isogen application and exposes the most commonly set Isogen
configuration options. All Isogen configuration files are supported.

Topics in this section


Set Up File Names and File Paths
You can change the default locations where users access Isogen data (such as title blocks and
templates).
Configure the Display of Dimensions
You can change the default dimension style, value location, and gasket dimensions displayed for any
isometric type.
Configure the Display of Isometric Sloped Lines
You can change the default display for sloped line falls and skews for any isometric type.
Set Up Isometric Labels
You can change the display of annotations for the cut piece list, spool labels, pipe supports, end
connection coordinates, and weld numbering.
Configure the Title Block
You can define the title block for each isometric type.


Set Up File Names and File Paths



Bottom of the Page
Procedure
Quick Reference
You can change the default locations where users access Isogen data (such as title blocks and
templates).

You can configure the following paths for each iso type:
Template files directory. Contains configuration files for the specified iso type.
Isogen title block. Sets the location where title block data is stored for the specified iso type.
Quick iso output directory. Defines the location where quick isometric drawings are stored for
the specified iso type.
Production iso output directory. Defines the location where production isometric drawings
are stored for the specified iso type.
Line designation table (LDT). (Optional) Activates and defines a worksheet file that can be
mapped to pipelines and their properties.
Procedure
To set or change isometric drawing file locations

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings and Isogen Settings. Click
Paths.

3. On the Iso Path and File Locations pane, under Iso Type, click the iso type you want to change
drawing file locations for.
4. Do any of the following:

Enter location paths for the template files directory, Isogen title block, quick iso output
directory, and the production iso output directory.

Click the [...] button to the right of each box to browse to the location where you want to
store the directory and file.
5. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Paths (Isogen Settings)

Topics in this section


Configure the Line Designation Table
You can use an optional line designation table that specifies a worksheet name, header row, and line
number column to pass pipe line data to the isometric drawing.
Create a New Iso Type
You can create an iso type based on an existing iso type.


Configure the Line Designation Table



Bottom of the Page
Procedure
Quick Reference
You can use an optional line designation table that specifies a worksheet name, header row, and line
number column to pass pipe line data to the isometric drawing.

You can use a line designation table to specify data (such as design pressure, design temperature, and
so on) for use as attributes in the isometric title block. Typical data in a user-defined line designation
table includes:
Service
Maximum pressure and maximum temperature
Design pressure and design temperature
Procedure
To configure a line designation table

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Paths.
3. On the Iso Path and File Locations pane, under Line Designation Table (LDT), select the Use
LDT Data from XLS check box and do the following:

Under LDT file, click the [...] button and browse to the location where the LDT file you
want to use is located. Click the LDT file and click Open.

Under Line Designation Table (LDT), enter the worksheet name, header row number,
and line number column from the LDT file.
Click View LDT to display a preview of the line designation table.
NoteWhen you specify the column number from a line designation table (LDT) in the Line
Designation Table pane in Isogen Settings, the View LDT button does not show a preview of the
LDT. Also, LDT attributes for the specified column number do not display in the attribute
category drop-down list within the Insert Title Block Attributes dialog box. To avoid this issue,
specify the LDT column heading name (for example: "Line Numbers") instead of the column
number.
4. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Paths (Isogen Settings)

Create a New Iso Type



Bottom of the Page
Procedure
Quick Reference
You can create an iso type based on an existing iso type.

You define a unique name for the new iso type. AutoCAD Plant 3D bases the configuration settings for
the new type on the existing iso type settings. After creating the iso type, you can change the
configuration settings.
Procedure
To create a new iso type

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Paths.
3. On the Iso Path and File Locations pane, click New Type.
4. In the Create Iso Type dialog box, under Name, enter a name for the new iso type.
5. In the Base on Existing Type list, click an existing iso type on which to base the new type.
6. Click Create.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Paths (Isogen Settings)
Create Iso Type Dialog Box

Configure the Display of Dimensions



Bottom of the Page
Procedure
Quick Reference
You can change the default dimension style, value location, and gasket dimensions displayed for any
isometric type.

You can include or exclude gaskets and configure overall dimensions to stop at branches or go across
them.
Procedure
To set up dimensions

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Dimensions.
3. On the Dimensions pane, in the Iso Type list, select the iso type you want to set dimensions for.
4. Under Dimension Style, click String Dimensions or Composite Dimensions.
5. Under Dimension Value Location, click Inline dimension or Above Line Dimension.
6. Under Gasket dimension, click Include Gaskets or Exclude Gaskets.
7. To control whether the iso type displays overall dimensions, under Miscellaneous Options,
select the Overall Dimensions check box and do the following:
For each item in the Valve Type column, select a Dimension Style.
To control whether elbows are drawn with square corners or rounded corners, under
Elbows select Square or Rounded.

To control whether bends are drawn with square corners or rounded corners, under
Bends, select Square or Rounded.
8. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Dimensions Dialog Box (Isogen Settings)


Configure the Display of Isometric Sloped Lines



Bottom of the Page
Procedure
Quick Reference
You can change the default display for sloped line falls and skews for any isometric type.

You can configure 2D skews and 3D skews to display as boxes or triangles, and you can specify the
maximum number of degrees at which falls display.
Procedure
To set up sloped lines for an iso type

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Sloped Lines.
3. On the Sloped Lines pane, in the Iso Type list, select an iso type.
4. Under Falls, in the Show Falls as drop-down list, select a falls behavior option.
5. In the Show as Fall Up to list, click the up and down arrows to specify the maximum value at
which falls display.
6. Under 2D Skews, click Skew Box, Skew Triangle + Normal Dimensioning, or Skew Triangle +
Alternative Dimensioning.
7. Under 3D Skews, click 3D Box or 2D Triangle + Fall Indicator.
8. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Sloped Lines Dialog Box (Isogen Settings)


Set Up Isometric Labels



Bottom of the Page
Procedure
Quick Reference
You can change the display of annotations for the cut piece list, spool labels, pipe supports, end
connection coordinates, and weld numbering.

Procedure
To set up labels for an iso type

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Labels.
3. On the Labels pane, in the Iso Type list, select an iso type.
4. To control whether the cut piece list is displayed, under Cut Piece List, select the Display Cut
Piece List check box. Click As Numeric or As Alphabetic.
5. To control whether the spool label is displayed, under Spool Label, select the Display Spool
Label check box. Click As Numeric or As Alphabetic. In the Box Enclosure Style list, click a box
enclosure style to enclose the spool label.
6. To control whether pipe supports are displayed, under Pipe Supports, select the Display Pipe
Supports check box. Click Without Dimensions, With Overall Dimensions, or With String
Dimensions.
7. Under Date, in the drop-down list, click a date format to display. To display the date in four digit
year format, select the Use Four Digit Year Format check box.
8. Under End Connection Coordinates, select check boxes for the Show Coordinates For options
you want.
9. To control whether weld numbering is displayed, under Weld Numbering, select the Show Weld
Numbers check box. Click For All Welds, For Fabrication Welds Only, or For Erection Welds
Only. In the Box Enclosure Style list, click a box enclosure style to enclose weld numbering.
10. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Labels Dialog Box (Isogen Settings)


Configure the Title Block

You can define the title block for each isometric type.
You have control over the placement and display of specific output for the following items displayed in
the title block:
Attributes (such as project data) and client information (such as company name and primary
contact)
Bill of materials
Layers
Drawing area, including overall plot area and north arrow setup
You configure each of these items individually for each iso type.
When creating custom iso types, you can base the new type on an existing iso type with configuration
settings that most closely match your desired settings.

Topics in this section


Configure Isometric Title Block Layers
You can configure which layer pipes, fittings, and other components are placed on when an iso is
created. You can put this information on any layer that is defined for the title block.
Configure Isometric Title Block Attributes
You can configure title block format settings such as style, justification, and text height for the
attributes that make up the title block.
Configure Isometric Title Block Drawing Area
You can configure the plot and drawing area of the title block and set north arrow placement.
Configure Isometric Bill of Materials
You can configure specific properties for the bill of materials.

Configure Isometric Title Block Layers



Bottom of the Page
Procedure
Quick Reference
You can configure which layer pipes, fittings, and other components are placed on when an iso is
created. You can put this information on any layer that is defined for the title block.

Procedure
To configure the title block layers

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure,
and click Setup Title Block.

4. On the Title Block Setup toolbar, click Layers Setup.


5. In the Isogen Layer Setup dialog box, in the Pipe list, enter values for the Min size and Max
Size. For each row in the list, click the Layer drop-down and specify a layer.

To add rows to the table, click in the Pipe list title bar.

To delete rows from the table, click in the Pipe list title bar.
NoteSet the first row at min size 0, and the last row at max size max.
In the Fittings Default list, enter values for Min size, Max Size, Layer, and Scale.

To add rows to the table, click in the Fittings Default list title bar.

To delete rows from the table, click in the Fittings Default list title bar.
NoteSet the first row at min size 0, and the last row at max size max.
6. In the Fittings Special list, specify a layer and scale for each type.
7. In the Other Items list, specify a layer for each type.
8. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Configure Title Block Dialog Box (Isogen Settings)
Isogen Layer Setup Dialog Box

Configure Isometric Title Block Attributes



Bottom of the Page
Procedure
Quick Reference
You can configure title block format settings such as style, justification, and text height for the attributes
that make up the title block.

Attributes include general properties and custom category data as defined during project setup.
Procedure
To add title block attributes

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure
and click Setup Title Block.

4. On the Title Block Setup toolbar, click Attributes Setup.


5. In the Insert Title Block Attributes dialog box, on the Add Attributes tab, click an attribute
category.
6. Under Attribute Names, click the attribute you want to add to the title block.
7. Under format, change the Style, Justify, and Text Height boxes as desired.
8. Click Place.
9. Click in the drawing area to place the attribute.
10. In the Insert Title Block Attributes dialog box, repeat steps 5 through 9 to insert additional
attributes or click Close.
NoteYou cannot edit previously placed LDT attributes in the title block. Use a text editor to open
the *.atr and *.pos files in the iso title block folder and manually delete the unwanted attributes.
To edit a title block attribute

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure
and click Setup Title Block.

4. On the Title Block Setup toolbar, click Attributes Setup.


5. In the Insert Title Block Attributes dialog box, on the Change Attributes tab, under Attributes in
Title Block click an attribute and do any of the following:

To change formatting, under Format, change the Style, Justify, and Text Height boxes
as desired.
To reposition the attribute, click Place and click in the drawing area to move it to a new
position.
To delete the attribute, click Delete Attribute.
6. Click Close.
NoteYou cannot edit previously placed LDT attributes in the title block. Use a text editor to open
the *.atr and *.pos files in the iso title block folder and manually delete the unwanted attributes.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Configure Title Block Dialog Box (Isogen Settings)
Insert Title Block Attributes Dialog Box

Configure Isometric Title Block Drawing Area



Bottom of the Page
Procedure
Quick Reference
You can configure the plot and drawing area of the title block and set north arrow placement.

The drawing area is the region in the drawing to which the isometric graphics are constrained.
Procedure
To configure the title block drawing area

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup dialog box, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure
and click Setup Title Block.

4. On the Title Block Setup toolbar, click Drawing Area Setup.


5. In the Set Up Drawing Area dialog box, under Set Drawing Area, click Define Overall Plot Area.
6. Click in the drawing area of the title block drawing to pick the second point of the defining
rectangle.
7. In the Set Up Drawing Area dialog box, under Set Drawing Area, click Define Iso Drawing Area.
8. In the drawing area, click within the area defined in step 6 to pick the first point of the defining
rectangle. Click another point in the drawing area within the area defined in step 6 to define the
second point of the defining rectangle.
9. In the Set Up Drawing Area dialog box, under Set North Direction, click an arrow button to
define the north arrow direction.
10. Select Show Default Arrow Symbol and Use Enclosing Box check boxes if you want to place
the arrow symbol in the drawing.
11. Click Place Arrow Symbol.
12. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Configure Title Block Dialog Box (Isogen Settings)
Set Up Drawing Area Dialog Box

Configure Isometric Bill of Materials



Bottom of the Page
Procedure
Quick Reference
You can configure specific properties for the bill of materials.

You can use Type 1 Isogen bill of materials settings or define custom title block properties for the bill of
materials. For custom title block configuration, you can specify the text style, sort order, and the field
settings for data items.
You can add custom data items to the bill of materials. Standard fields you can add include BOM part
number, quantity, component code, and so on. You can also add user attributes to the list of standard
fields, such as the tag or number properties for a specified class definitions.
During setup, you can view a preview of configuration changes you make to the bill of materials.
Procedure
To configure general settings for a custom bill of materials

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure
and click Setup Title Block.

4. On the Title Block Setup toolbar, click BOM Setup.


5. In the Setup Isogen Bill of Materials dialog box, on the General tab, clear the Use Type 1 Bill of
Materials check box.
6. Under Layer, click a layer.
7. Under font settings, do the following:
In the Font drop-down list, click a font.
Under Text Thickness, click an option.

Under Text Height, enter a whole or decimal value (in millimeters).


Under Vertical Spacing, enter a whole or decimal value (in millimeters).
8. Repeat steps 6 and 7 to specify font settings for each layer.
9. (Optional) To view a preview of configuration changes you made, click Preview.
10. Click OK.
To configure sort order for a custom bill of materials

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure
and click Setup Title Block.

4. On the Title Block Setup toolbar, click BOM Setup.


5. In the Setup Isogen Bill of Materials dialog box, on the General tab, clear the Use Type 1 Bill of
Materials check box.
6. Click the Sort Order tab.
7. Click Continuous or Split Fabrication and Erection Components and do one of the following:

Under Continuous BOM Settings, in the Direction drop-down list, click Up or Down. In
the Maximum Rows box, enter a maximum row number. In the Start Position box, click the
Pick Point button and use the pointing device to click an insertion point in the drawing area to
indicate the start position.

Under Split BOM Settings, in the Direction drop-down list, click Up or Down. In the
Maximum Rows box, enter a maximum row number. In the Start Position box, click the Pick
Point button and use the pointing device to click an insertion point in the drawing area to
indicate the start position.
8. (Optional) To view a preview of configuration changes you made, click Preview.
9. Click OK.
To configure fields to include on a custom bill of materials

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure
and click Setup Title Block.

4. On the Title Block Setup toolbar, click BOM Setup.


5. In the Setup Isogen Bill of Materials dialog box, on the General tab, clear the Use Type 1 Bill of
Materials check box.
6. Click the Data Items tab.
7. Under Select Fields to Include, select check boxes for the fields you want to include on the
BOM.
8. Under Specify Ordering and Locations, do the following:
In the Maximum Characters column, enter the maximum number of characters you
want to display for each data item.

In the Column Width column, enter a column width or click the Pick Point button and
use the pointing device to specify a column width in the drawing area.
9. Click the Up Arrow and Down Arrow to specify the order of data items on the list.
10. (Optional) To view a preview of configuration changes you made, click Preview.
11. Click OK.
To add a user attribute to the bill of materials

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings and Isogen Settings. Click
Configure Title Block.
3. On the Configure Title Block pane, in the Iso Type list, click the iso type you want to configure
and click Setup Title Block.

4. On the Title Block Setup toolbar, click BOM Setup.


5. In the Setup Isogen Bill of Materials dialog box, on the General tab, clear the Use Type 1 Bill of
Materials check box.
6. Click the Data Items tab.
7. Under Select Fields to Include, click Add User Attribute.
8. In the Select Class Property dialog box, do the following:
Under Class, expand items in the list and click the desired class.

Under Property, click an item.


Click OK.
9. In the Setup Isogen Bill of Materials dialog box, click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Configure Title Block Dialog Box (Isogen Settings)
Set Up Isogen Bill of Materials Dialog Box
Select Class Property Dialog Box (Tag Format Setup Dialog Box)

Configure Automated Layer and Color Assignments



Bottom of the Page
Procedure
Quick Reference
You can specify an automated scheme for assigning layer and color values to pipe lines and associated
inline components.

Layers provide a convenient method for isolating line runs or services in a congested area. You can turn
layers on or off to view the specific objects that interest you.
You can create layer and color assignment schemes based on any Plant 3D object property. Pipe lines
and inline components follow the scheme that is currently in effect. End of line components, such as
pumps or tanks, do not follow the scheme.

Understand Automated Layer and Color Schemes


Among the many automated layer and color schemes you can set up are the following:
Layer by line number and color by pipe size
Layer by line number and color by pipe spec
Layer by pipe spec and color by pipe size
Layer by service and color by pipe size
If you set up an automated scheme, pipes and pipe fittings that you place in a model follow that
scheme.

Understand the Effects of Enabling or Modifying an Automated Scheme


Remember the following guidelines when setting up an automated layer and color scheme:
You can create automated schemes based on a list of pipe properties.
You can add to the list of properties by which you can assign colors by creating a new selection
list. For more information, see Set Up Selection Lists
You can change to a different automated layer and color assignment scheme through the
Project Setup dialog box after initially creating a project.
Automated schemes affect all Plant 3D objects except end-of-line components such as pumps
or tanks.
If you change the automated scheme, the changes appear immediately in the open model.
Other project models update when you open them.
If you do not enable an automated scheme (if you clear the check box for Automate Layer And
Color Assignments When Creating Objects), the default AutoCAD layer and color settings are in
effect.
Procedure
To enable or disable automated layer and color assignments

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings. Click Layer and Color Settings.
3. On the Automated Layer And Color Assignment pane, select or clear the check box labeled
Automate Layer And Color Assignments When Creating Objects.
4. Click OK.
NoteWhen the check box labeled Automate Layer And Color Assignments When Creating
Objects is cleared, default AutoCAD layer and color settings are in effect.
To create an automated layer and color assignment scheme

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings. Click Layer and Color Settings.
3. On the Automated Layer And Color Assignment pane, do the following:
Make sure the check box labeled Automate Layer And Color Assignments When
Creating Objects is selected.
Click New.

4. In the New Automation Scheme dialog box, do the following:
In the Name box, enter a name for your automated scheme.
In the Start With list, click an existing scheme (for example: Default).

Click OK.


5. On the Automated Layer And Color Assignment pane, do the following:
In the Assign Layer By list, click a property (for example: Spec).

In the Assign Color By list: click a property or leave the setting unchanged (for example:
Nominal Diameter).
In the Color column, click the color you want to change. In the AutoCAD Select Color
dialog box, click a new color. Click OK.
For more information about the Select Color dialog box, see Set the Current Color in the
AutoCAD Help system.

Click Save Changes.


To replace the default scheme with the new scheme, click Set Current.
6. Click OK.
The new automated scheme is reflected in all open models. All other models in the project
reflect this change when you open them.
To change to a different automated layer and color assignment scheme

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings. Click Layer and Color Settings.
3. On the Automated Layer And Color Assignment pane, do the following:

Make sure that the check box labeled Automate Layer And Color Assignments When
Creating Objects is selected.
Under Automation Schemes, click an automated scheme. Click Set Current.


4. Click OK.
The new automated scheme is reflected in all open models. All other models in the project
reflect this change when you open them.
To delete an automated layer and color assignment scheme

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings. Click Layer and Color Settings.
3. On the Automated Layer And Color Assignment pane, do the following:
Make sure that the check box labeled Automate Layer And Color Assignments When
Creating Objects is selected.
Under Automation Schemes, select an automated scheme. Click Delete.
NoteYou cannot delete the scheme that is set as current.

4. Click OK.
To add an option to the Assign Color By list

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click Pipe Run Component.
4. On the Class Settings pane, under Properties, click Add.
5. In the Add Property dialog box, do the following;

Under Property Name, enter a name for the new property (for example: SpecNew). The
name cannot contain spaces.

Under Display Name, enter the name that you want displayed for the new property in
the Data Manager or Properties palette (for example: SpecNew).
Under Choose a Type, click Selection List.


6. Click OK.
7. In the Selection List Property dialog box, click New Selection List.
8. In the Add Selection List dialog box, enter the name for the new selection list (for example:
Spec). Click OK.
9. In the Selection List Property dialog box, click Add Row.
10. In the Add Row dialog box, enter the new value (for example: CS300) and a description of the
value, if necessary.
11. Continue adding rows until the selection list is complete.
12. Click OK.
13. In the Setup tree view, expand Plant 3D DWG Settings. Click Layer and Color Settings.
14. On the Automated Layer And Color Assignment pane, in the Assign Color By list, click the new
item.


15. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Layer and Color Settings (Plant 3D DWG Settings Tree Node)
System Variables
PLANTDEFAULTLAYER







Configure Connectors



Bottom of the Page
Procedure
Quick Reference
You can customize the conditions, fittings, and fasteners used to make a connection.

Connectors are the components and fasteners that you use to join pipe. You can set the conditions that
allow pipe to connect and identify the components and fasteners used to make a connection.
In AutoCAD Plant 3D 2011, joint types are either simple, or compound.
A simple joint specifies fasteners (for example: welds or bolt sets) that are used to hold pipe together.
Default simple joint types, such as welded, flanged, and socketed joints, are provided for connecting
pipe with matching nominal diameter. Parts that support the connection (for example: gaskets) are also
specified in a simple joint.
A compound joint specifies a connection component or adapter (for example: a weld-neck flange) that
allows pipe to connect. Default compound joint types include AutoFlange, which adds a flange
connection component when the diameter, pressure class, and facing of the pipe and fitting match.
For example, if you connect pipe with a plain end to a flanged valve there is no simple joint type that can
connect PL to FL end types. The AutoFlange compound joint type adds a Flange connection component
to the line, which is connected at each end by two simple joint types.
If you use both imperial and metric components in a project, you can specify whether to allow an ANSI
to DIN connection for each simple joint. During the modeling process, a message is displayed when a
designer makes an imperial/metric connection in a drawing,
NoteAutoCAD Plant 3D 2011 does not support customizing the list of fasteners available in a simple
joint. In AutoCAD Plant 3D 2011 you cannot add to the Plant 3D class definitions.
Procedure
To modify a joint type

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings Connections. Click Joint Settings.
3. In the Simple Joints list, click a joint type (for example: Buttweld).
4. Click Modify.
5. In the Modify Joint dialog box, click Add Property.
6. In the Select Class Property dialog box, click a Property (for example: Port Pressure Class).
7. Click OK.
8. In the Modify Joint dialog box, click Modify.
9. In the Project Setup dialog box, Click OK.
NoteIf you add pressure class match to a buttweld joint, pipe and fittings must be the same
pressure class to connect. Existing buttweld joints are not modified.
To add a joint type

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings Connections. Click Joint Settings.
3. Click Add.
4. In the Add Joint dialog box, enter a joint name (for example: FlangedGroundStrap).
5. Under connection settings, select one or more End 1 connection types (for example: FL).
6. Select one or more End 2 connection types (for example: FL).
7. Select one or more Fasteners (for example: Gasket, Boltset).
8. Under Property Matches, click Add Property.
9. In the Select Class Property dialog box, under Class, select Port.
10. Under Properties, select Nominal Diameter.
11. Click OK.
12. Repeat steps 8 through 11 to add additional match properties (for example: Pressure Class,
Facing).
13. Click Add.
14. In the Project Setup dialog box, click OK.


NoteYou can use the Substitute grip to exchange compatible connector types. Press CTRL to
select sub-objects in a compound joint.
To enable Imperial to Metric connections for simple joints

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Setup tree view, expand Plant 3D DWG Settings Connections. Click Joint Settings.
3. Under Simple Joints, select the Enable Imperial to Metric Connection Control check box.
4. In the new column, Allow Imperial-Metric, that is displayed in the Simple joints table, select the
check boxes for the joint you want to enable.
5. Click OK.
NoteDuring the modeling process, a message is displayed when a designer makes an
imperial/metric connection in a drawing.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
PLANTENDCODES
Connections - Joint Setup (Plant 3D DWG Settings Tree Node)
Manage Endcode Dialog Box
Add Endcode Dialog Box
Modify Endcode Dialog Box




Set Up Class Definitions for Plant 3D Objects



Bottom of the Page
Procedure
Quick Reference
Class definitions specify the attributes and properties of Plant 3D objects.

Class definitions are divided into the following families:


P3D Line Group. Includes line groups.
Piping and Equipment. Includes equipment, pipe run components, and fasteners.
Steel Structure. Includes structure members, railings, ladders, and so on.
Although you cannot add class definitions, you can modify the following properties:
Properties. The values assigned to a Plant 3D object class definition to determine how it looks
and behaves in a 3D model, and the values that are attached to a Plant 3D object (such as default
value, description, substitution, supported standards, and so on).
Tag format. The information that comprises a unique tag for a component or line.
Annotation format. The information that comprises an annotation for a Plant 3D object on an
orthographic drawing.
Procedure
To modify a class definition for a Plant 3D object

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you find the item (for example: Piping and Equipment
Equipment Heater) whose definition you want to change.


4. Under Properties, do the following:

Change the value for the Display Name property. (This information is displayed in the
Data Manager.)
Change the value for the Default Value property.
Add or remove custom properties as needed for the class or line definition.

Change the values of other properties as needed (such as tagging format, annotation
style, and so on).


5. Under Tag Format, add, modify, or remove tagging formats associated with the specified class
or line definition.
6. Under Annotation, add, modify, or remove annotation styles associated with the specified class
or line definition.
7. Click OK.
To specify property visibility and read-only status for the Data Manager

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you find the item whose property values you want to change
(for example: Piping and Equipment Equipment Heater).


4. Under Properties, do the following:
In the Read Only column, select the check boxes for those properties you want
presented as read-only in the Data Manager.

In the Visible in Area View column, select the check boxes for those properties you
want displayed in the Data Manager for tree views ordered by area. You can right-click and
click Select All or Clear All as needed.
In the Visible Object View column, select the check boxes for those properties you want
displayed in the Data Manager for tree views ordered by class (object type). You can right-
click and click Select All or Clear All as needed.


5. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Plant 3D Class Definitions (Plant 3D DWG Settings Tree Node)

Topics in this section


Set Up Properties
You can set up properties, which store information about objects in a 3D drawing.
Set Up Tag Formatting
You can set up tag formats to help designers apply tag elements consistently throughout a project
cycle.
Set Up Annotations for Orthographic Drawings
You can use annotations to place text on a drawing to describe a component.








Set Up Properties



Bottom of the Page
Procedure
Quick Reference
You can set up properties, which store information about objects in a 3D drawing.

Plant 3D objects contain properties that control how the objects look when placed into a Plant 3D
drawing. These properties also store non-graphical information that can be extracted out of the drawing.
Properties for a Plant 3D object class definition can be defined as one of the following data types:
String. Permits a free-form text value for a property.
Numeric. Verifies that only a positive or negative number is entered for a property.
Boolean. Permits a choice between true and false.
Selection List. Defines a list of property values. If a value is not displayed in the predefined list,
it can be entered as free-form text.
Acquisition. Defines a rule stating that a component property acquires its value from another
property. For example, a rule states that a hand valve acquires its size from the corresponding
property of a line. The source can be chosen from class, project, or drawing properties.
NoteWhen you set up properties for a project, make sure no one else is accessing that project. If
others are working in the project, your changes are not saved.
Procedure
To add a property to a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click the class definition whose property you
want to add.


4. On the Class Settings pane, under Properties, click Add.

5. In the Add Property dialog box, do the following:

Under Property Name, enter a name for the new property. The name cannot contain
any spaces.

Under Display Name, enter the name you want to be displayed for the new property
when using the Data Manager or Properties palette.
Under Choose a Type, choose one of the available data types.
6. Click OK.
If you specified Selection List or Symbol List, the appropriate dialog box is displayed to let you
create either a selection list or symbol list.
If you specified Acquisition, the Select Data Source dialog box is displayed, where you specify
the source from which the property value is acquired.
7. Click OK.
To modify a property for a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click the class definition whose property you
want to edit.

4. On the Class Settings pane, under Properties, locate and click the property you want to edit. Do
one of the following:
Under Property Description, click the box and enter a new description.

Under Default Value, either click the box and enter a new value or, in the drop-down
list, click a value. If the default value is Acquisition, in the drop-down list, click an appropriate
item.

If the property type is List, click Edit to change the selection or symbol list that is
assigned to the property.

Under Acquisition, click the [...] button and click Add Acquisition Rule. In the Select
Data Source dialog box, specify the source where the property value is acquired.
NoteTo change the name of the property or its type, delete the property and then add it again.
5. Click OK.
To delete a property from a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click the class definition whose property you
want to delete.
4. On the Class Settings pane, under Properties, locate and click the property you want to delete.
Click Remove.
NoteYou can delete the property only if it is defined at the specified class level. If the property is
inherited from a parent class, the Remove button is unavailable.
5. In the Confirm Delete message, click Yes.
6. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Properties (Plant 3D Class Definitions Tree Node)
Topics in this section
Set Up Property Acquisition
When you specify Acquisition as a property type, you set up a rule stating that the property acquires
its value from another property.
Set Up Selection Lists
Use selection lists to enforce standard sizes for items such as piping specs, piping sizes, and
instrument types, or when you want designers to choose from a predefined set of options.


Set Up Property Acquisition

Procedure
Quick Reference
When you specify Acquisition as a property type, you set up a rule stating that the property acquires its
value from another property.

The acquisition source can be another class, project, or drawing property.


Acquisition ensures consistency among component property values. If the source value changes, all
components set to acquire that value change as well. Property acquisition is also useful for maintaining
consistent tagging. When you change a source value, tag formats that are based on acquired properties
update automatically throughout the project.

Understand Property Acquisition Rules

You can choose without restriction any drawing property or project property as the source of an
acquisition rule. Class properties, however, because they are specification-based, would rarely be set
up to acquire values from other properties.
If, however, you do specify a class property as the source, make sure that the acquiring class and the
source class are connected.
You can set up property acquisition rules when the following relationships exist:
Pipe Run Component and P3D Line Group
Fasteners and P3D Line Group
Nozzles and Equipment
The following properties have acquisition rules set by default. You can view them when you create a
new project:

Acquisition Property Source Property

PipeRunComponent.InsulationThickness P3dLineGroup.InsulationThickness

PipeRunComponent.InsulationType P3dLineGroup.InsulationType

PipeRunCompoment.Service P3dLineGroup.Service

Fasterners.InsulationThickness P3dLineGroup.InsulationThickness

Fasteners.InsulationType P3dLineGroup.InsulationType

Fasterners.Service P3dLineGroup.Service
Equipment.Area Drawing.General.Area

Understand Acquire Mode and Override Mode


A property that is set to acquire its value from another property is in Acquire mode. However, you can
switch this property into Override mode and edit the value manually. Once a property is in Override
mode, its value is no longer acquired from another source.
In the program, an icon next to the property indicates whether the property is in Override mode or
Acquire mode. The icons appear in the Properties palette, the Data Manager, and the Assign Tag dialog
box. When the Override icon is displayed, you can edit the value.
The property is in Acquire mode.

The property is in Override mode

Understand Initialization Only


Select Acquisition (the default) to set up a property to acquire its value from another property. You can
also specify Initialization Only, which sets the acquisition to occur only once (when the component is
first initialized). After initialization, the property switches to Override mode. When the property is in
Override mode, you can edit the value manually because it is no longer acquired from another source.
Procedure
To set up a new property acquisition rule

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click the class definition whose property
acquisition rule you want to create (for example: Pipe Run Component Valve).
4. In the Class Settings pane, under Properties, click Add.


5. In the Add Property dialog box, do the following:
Under Property Name, enter the property name (for example: PipelineDescription).

Under Display Name, enter the new property name you want displayed in the Data
Manager or the Properties palette (for example: PipelineDescription).
Under Choose A Type, click Acquisition. Click OK.


6. In the Select Data Source dialog box, on the Class Properties tab, do the following:

Under Categories, locate and click an item (for example: P3d Line Group).
Under Properties, click a property (for example: Description). Click OK.
7. In the Project Setup dialog box, click OK.
To add an acquisition rule for an existing property

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click the class containing the property whose
acquisition property you want to change (for example: Piping and Equipment Equipment).
4. On the Class Settings pane, under Properties, in the Property Name column, click a property
(for example: Type).
5. In the Acquisition column, click in the box, and then click the [...] button. Click Add Acquisition
Rule.

6. In the Select Data Source dialog box, on the Class Properties tab, do the following:
Under Categories, expand Piping and Equipment.

Continue to expand the list until you locate and click an item (for example: Piping and
Equipment Pipe Run Component Pipe).
Under Properties, click a property (for example: InsulationType). Click OK.
7. In the Project Setup dialog box, click OK.
To edit an acquisition rule for a property

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click the class whose property you want to
change (for example: Piping and Equipment Pipe Run Component Pipe).
4. On the Class Settings pane, Under Properties, locate the property whose acquisition rule you
want to edit.
5. In the Acquisition column, click in the box, and then click the [...] button. Click Add Acquisition
Rule.


6. In the Select Data Source dialog box, on the Class Properties tab, do the following:
Under Categories, expand Piping and Equipment.

Continue to expand the list until you locate and click an item (for example: Piping and
Equipment Pipe Run Component Pipe).
Under Properties, click a property (for example: InsulationType). Click OK.
7. In the Project Setup dialog box, click OK.
To remove an acquisition rule from a property

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click the class whose property you want to
change (for example: Pipe Run Component Valve).
4. On the Class Settings pane, under Properties, locate the property whose acquisition rule you
want to remove.
5. In the Acquisition column, click in the box, and then click the [...] button. Click Remove
Acquisition Rule.
6. In the Project Setup dialog box, click OK.
To override an acquisition property

You can override an acquisition property using the Data Manager or the Properties palette. The
following steps describe overriding an acquisition property using the Properties palette.
1. In a drawing, right-click the Plant 3D object whose acquisition rule you want to override. Click
Properties.
2. In the Properties palette, locate the property you want to change. Click the field in the right
column.
3. Click Acquire Mode. In the flyout menu, click Override Mode.
4. Enter a new value.
5. Close the Properties Palette.
NoteWhen you export data from the Data Manager to a Microsoft Excel spreadsheet, you can
change the values of properties that are in Acquire mode in Excel. When you import the file into
the Data Manager and accept the changes, the new values are displayed and the properties are
automatically changed to Override mode. See Import Modified Acquisition Properties
To change how an existing property acquisition rule is applied

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click the class whose property you want to
change (for example: Pipe Run Component Valve).
4. On the Class Settings pane, under Properties, in the Property Name column, locate the
InsulationThickness property row. In the Default Value column, click the box to display the drop-
down list. Do either of the following:
To set the property so that it always acquires its value from
Pipe3dLineGroup.InsulationThickness, click Acquisition (the default).

To set the property so that its value is acquired once (when a valve is first initialized),
click Initialization Only.
NoteAfter initialization, a valve's property value changes to Override mode. Users can edit
the property value.
5. In the Acquisition column, the valve size is displayed as acquired from
Pipe3dLineGroup.InsulationThicknessness. If Pipe3dLineGroup.InsulationThickness has a value
of 3, that value appears in the Data Manager for this valve.
6. In the Project Setup dialog box, click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Properties (Plant 3D Class Definitions Tree Node)


Set Up Selection Lists


Bottom of the Page
Procedure
Quick Reference
Use selection lists to enforce standard sizes for items such as piping specs, piping sizes, and
instrument types, or when you want designers to choose from a predefined set of options.

Understand Selection Lists


AutoCAD Plant 3D provides a set of selection lists. You can add your own items or delete items that are
not relevant to your drafting environment. In the Data Manager, designers can also enter their own
values in the lists.
As part of your project setup tasks, you can set up new selection lists or change the values of an
existing list.
Procedure
To create a selection list

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click a Plant 3D object class definition (for
example: Piping and Equipment).
4. On the Class Settings pane, under Properties, click Add.
5. In the Add Property dialog box, do the following;
Under Type, click Selection List.

Under Property Name, enter a name for the new property (for example:
Pump_Manufacturers). The name cannot contain any spaces.

Under Display Name, enter the name you want to be displayed for the new property (for
example: Pump Manufacturers) in the Data Manager or Properties palette.


6. Click OK.
7. In the Selection List Property dialog box, click New Selection List.

8. In the Add Selection List dialog box, enter the name for the new selection list (for example:
Manufacturers). Click OK.
9. In the Selection List Property dialog box, click Add Row.


10. In the Add Row dialog box, enter the new value (for example: Goulds) and a description of the
value, if necessary.
11. Continue adding rows until the selection list is complete.
12. Click OK.
On the Class Settings pane, under Properties, the selection list is displayed for the selected
class definition. The value displayed in the list is the default value for that Plant 3D object.
To modify or delete items in a selection list

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click a class definition (for example: Piping and
Equipment).
4. On the Class Settings pane, under Properties, in the Property Name column, click the property
containing the selection list you want to modify. Click Edit.
5. In the Selection List Property dialog box, click the property whose data you want to change (for
example: Manufacturers).
6. Click Add Row.


7. In the Add Row dialog box, enter the new value and a description of the new selection list entry
(for example: Bechtel). Click OK.
In the Selection List Property dialog box, under Value, the new selection list entry is added.
8. In the Selection List Property dialog box, select a value (for example: Goulds). Click Delete
Row.
9. In the Confirm Delete message, click Yes.
10. Click OK to close each dialog box.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Selection List Property Dialog Box (Properties)

Set Up Tag Formatting



Bottom of the Page
Procedure
Quick Reference
You can set up tag formats to help designers apply tag elements consistently throughout a project cycle.

Many projects require specific tag numbering formats for different Plant 3D objects. You can define
different tag numbering formats for your projects.
You can set up tag formats for equipment, valves, nozzles, instrumentation, pipe lines, and pipe line
groups by creating new tag formats or modifying existing formats. You select an existing format on
which to base the new format. You can also create a new tag format.

Set Up Tag Formatting for a Class

Tag formats are set up for a class definition project-wide. Most default tag formats tag items at the class
definition level (for example: a class definition type, such as equipment).
You can use the property of a class, drawing, or project in the tag format. For example, a tag for a
component can contain a class property such as Spec, a drawing property such as Area, or a project
property such as Project Number.
Tag formats are flexible. You can set them up to reflect the specific needs of your company.

Set Up Tag Formatting Using Acquiring Properties

Tag formats can include properties that acquire their values from other properties. For example, if a line
acquires its Unit value from a project-level property, you can use that acquiring property in the tag
format. If the Unit value at the project level changes, all tags with that property as a subpart are updated
to reflect that change.

Set Up Tag Formatting for a Pipe Line Group

Pipes are the only components that are automatically grouped. Although pipe line groups are not
physical entities, you set up tag formatting for pipe line groups just as you would for any other
component.
The default tag format for a pipe line group is Line Number. You can add other properties as needed
(for example: Service).

Build Tag Formatting Expressions

You can define how tag elements are expressed. For example, you can create an instrument tag of
Area-Type-Loop Number_Suffix (for example: 25-FE-1002_A). You can control the formatting of the
values that can be assigned when tagging a component or line through expressions.
Using expressions, you can designate whether a value must be entered as text characters, numbers, or
any combination of text characters and numbers (free-style value).
You can also define an expression to generate a value automatically when a designer adds a
component to a drawing. You can set automatic expressions to a drawing property or project property.

Understand Tag Uniqueness


In general, a tag property must be unique. Even items of different types must have unique tags. For
example, if you assign the tag A-123 to a pump, you cannot assign the identical tag to a tank.
Two exceptions to tag uniqueness are as follows:
Line segment tags can be identical. The tag properties of a line group must be unique, but the
tag properties of the line segments within that line group can be the same.
A large component that stretches across drawings can have duplicate tags. Duplicate tags can
represent different parts of the same item. For example, a line that spans drawings using an off-page
connector can have the same tag in each drawing.
Procedure
To create a tag format

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.

3. Continue to expand the list until you locate and click a Plant 3D object (for example:
Compressor).
4. On the Class Settings pane, under Tag Format, click the tag format type on which you want to
base the new tag format (for example: Equipment Tag [Type-Number]). Click New.


5. In the Tag Format Setup dialog box, in the Format Name box, enter the name of the new format
(for example: Equipment Tag [type-number] New).


6. In the Number of Subparts box, enter a number for how many subparts you want in the tag (for
example: 3) or click the Up or Down arrow until the number is displayed.
TipUse as many properties as subparts as needed. Use delimiters only between these
subparts, not within them. Delimiters appear between the subparts in a tag if you place them in
the Delimiter box. Entering a dash between items in the Field box (for example, N-N-N) can
produce unexpected results.

7. In the first row of icons, click Select Class Properties (the first icon on the left).
8. In the Select Class Property dialog box, do the following:
Under Class, click Equipment.

Under Property, click Type.


Select the check box for Use Target Objects Property.

Click OK.

9. In the Tag Format Setup dialog box, in the second row of icons, click Select Drawing
Properties.
10. In the Select Drawing Property dialog box, do the following:
Under Category, click General.
Under Drawing Properties, click Drawing Area.

Click OK.

11. In the Tag Format Setup dialog box, in the second row of icons, click Define Expression (the
last icon in the row).
12. In the Define Expression dialog box, under Results, click No Expression (Free Style Value).
Click OK.


13. In the Tag Format Setup dialog box, in the third row of icons, click Define Expression.
14. In the Define Expression dialog box, under Expression, do the following:
Click Numbers.

Select the Fixed Length check box. In the Fixed Length box, enter a number or click the
Up arrow until the number is displayed.
NoteIf the Expression section is disabled: under Result, clear the check box for No Expression
(Free Style Value). Then follow the directions in step 14.


15. Click OK.
16. In the Tag Format dialog box, under Delimiter, enter a delimiter where appropriate. In the
example below, a period (.) is used as the delimiter for General.Area[].
NoteDo not place a delimiter in the Field box.


17. Click OK.
18. On the Class Settings pane, under Properties, in the Property Name column, click
TagFormatName.
19. In the TagFormatName row, in the Default Value column, in the drop-down list, click the tag
format you want to use for tagging the Plant 3D object.
20. Click OK.
You created a new tag format and assigned it to a Plant 3D object. When you use the Plant 3D
object in a drawing, the Assign Tag dialog box prompts you to enter tag data for the tag format
you created in this procedure.

To create a tag format for pipe line groups

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click the item you want to tag (for example: P3d
Line Groups).
4. On the Class Settings pane, under Tag Format, click the tag format type on which you want to
base the new tag format (for example: Line Number), and then click New.
5. In the Tag Format Setup dialog box, do the following:

In the Format Name box, enter the name of the new format (for example: P3d Line
Groups - Service).

In the Name of Subparts box, enter the number of subparts you want in the tag (for
example: 2), or click the Up arrow until the number 2 is displayed.

In the bottom row of icons, click Select Class Properties (the first icon on the left).
6. In the Select Class Property dialog box, do the following:
Under Class, click Pipe Line Groups.
Under Property, click a property (for example: Service).

Select the check box for Use Target Objects Property. Click OK.
7. In the Tag Format Setup dialog box, click OK.
8. On the Class Settings pane, under Properties, in the Property Name column, locate
TagFormatName.
9. In the TagFormatName row, in the Default Value column, in the drop-don list, click the tag
format you want to use (for example: select P3d Line Groups - Service).
10. Click OK.
To assign a tag format to a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.

3. Continue to expand the list until you locate and click an item (for example: Piping and
Equipment Equipment) that contains the tag format whose class definition you want to assign.
4. On the Class Settings pane, under Properties, in the Property Name column, locate
TagFormatName.
5. In the TagFormatName row, in the Default Value column, in the drop-down list, click the tag
format you want to use for tagging a Plant 3D object.
6. Click OK.
To modify a tag format for a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.


3. Continue to expand the list until you locate and click an item (for example: Piping and
Equipment Equipment) that contains the tag formatting you want to change.
4. On the Class Settings pane, under Tag Format, click the tag format you want to modify.


5. Click Modify.
6. In the Tag Format Setup dialog box, make the desired changes to the tag format. Click OK.


7. Click OK.
To remove a tag format from a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.


3. Continue to expand the list until you locate and click an item (for example: Piping and
Equipment Equipment) that contains the tag formatting you want to delete.
4. On the Class Settings pane, under Tag Format, click the tag format you want to delete.

5. Click Delete.
NoteIf the selected tag format is either in a drawing that is part of the project or is currently
assigned to a Plant 3D object, a message is displayed, informing you that this tag format cannot
be deleted.
6. In the Confirm Delete message, click Yes.
7. Click OK.
To add automatically generated drawing properties

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click a Plant 3D object class definition (for
example: Piping and Equipment Equipment).
4. On the Class Settings pane, under Tag Format, click New.


5. In the Tag Format Setup dialog box, do the following:

In the Format Name box, enter the name of the new format (for example:
Alt_Equip_Tag).

In the Number of Subparts box, enter a number or click the arrows until the desired
number of subparts is displayed.

Click the Expression icon (the last icon in the row).



6. In the Define Expression dialog box, under Autogenerate, do the following:
Select the Autogenerate Expression check box.
Click Drawing Field.

Click the Drawing icon.


7. In the Select Drawing Autogeneration Property dialog box, click New.


8. In the New Drawing Autogeneration Property dialog box, do the following:
Under Name, enter the name for the new property.
Under Description, enter a description for the new property.
9. Click OK until the Project Setup dialog box is displayed.
In the Project Setup dialog box, under Tag Format, the new tag is added.



To add automatically generated project properties

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D DWG Settings.
3. Continue to expand the list until you locate and click a Plant 3D object class definition (for
example: Piping and Equipment Equipment).


4. On the Class Settings pane, under Tag Format, click New.


5. In the Tag Format Setup dialog box, do the following:

In the Format Name box, enter the name of the new format (for example:
Alt_Equip_Tag).

In the Number of Subparts box, enter a number or click the arrows until the desired
number of subparts is displayed.

Click the Expression icon (the last icon in the row).


6. In the Define Expression dialog box, do the following:

Under Autogenerate, select the Autogenerate Expression check box. Click Project
Field.

Click the Project icon.


7. In the Select Project Autogeneration Property dialog box, click New.

8. In the New Project Autogeneration Property dialog box, do the following:

In the Name box, enter the name for the new property.
In the Description box, enter a description for the new property.

In the Last Used Value box, enter the value to use for the last value for the new
property.

In the Increment Value box, enter the increment value for the new property.
9. Click OK until all open dialog boxes are closed.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Tag Format (Plant 3D Class Definitions Tree Node)



Set Up Annotations for Orthographic Drawings

Procedure
Quick Reference
You can use annotations to place text on a drawing to describe a component.

You can create an annotation style that is based on an existing annotation style or a template, or create
a new annotation style. To base an annotation style on a template, use
AnnotationTemplates.dwg(located in the AutoCAD Plant 3D directory), and select a block from the
drawing. The template blocks contain dynamic block parameters. With these parameters set, an
annotation sizes dynamically when placed in a drawing.

Understand Dynamic Sizing Behavior of Annotations

Annotations can size dynamically when you add them to a component.


When you create dynamically sized annotations, you can use the Assign Annotation Format dialog box
to assign the format string to the attribute and to any associated dynamic block parameters.
Using any other method (including the Attribute Definition dialog box), you apply the format string to the
attribute only. In addition, to enable the dynamic sizing behavior, you would have to update each
instance of associated dynamic block parameters. The only reason to use the Attribution Definition
dialog box is to set other attribute properties, such as text style and height.
If you create an annotation using a block, you can add dynamic sizing behavior to the block. To
understand how AutoCAD dynamic blocks are created, see Overview of Dynamic Blocks in the
AutoCAD Help system.

Understand Annotation Style Properties


You can change the following styles for annotations:
Symbol properties. Sets the name of the annotation style and defines the block that is
displayed when the style is used.
General style properties. Sets layer, color, linetype, linetype scale, plot style, and lineweight.
Other properties. Sets the scale factor used for the symbol, whether the annotation inherits the
component properties, whether the annotation is linked to a component, whether the annotation is
automatically inserted (P&ID only), whether to use a leader, and whether to match the orientation of
the target object.
Procedure
To create an annotation style

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click a class definition.
4. On the Class Settings pane, under Annotation, click Add Annotation.
5. In the Symbol Settings dialog box, Symbol Properties, locate and click Symbol Name. Enter a
new name for the symbol.
6. Under Symbol Properties, locate and click Block. Click the [...] button.
7. In the Select Block Drawing dialog box, browse to and select the drawing that contains the
block you want to use. Click Open.
NoteYou cannot use a drawing file as a block for the symbol; the block you want to use must be
in the drawing file that you select.
8. In the Select Block dialog box, select a block from the Available Blocks list and then click OK.
9. In the Symbol Settings dialog box, change the properties under General Styles Properties and
Other Properties as needed. Click OK.
10. Click OK.
To create a block and an annotation style

The following procedure illustrates how to create an annotation without using an existing block as a
template.
1. Create a block (for example: an insulation block).


2. Add an attribute to the block and call it UNASSIGNED.
3. (Optional) Add dynamic sizing behavior to the block attribute by adding a linear parameter to
determine sizing behavior as follows:

To have the linear parameter automatically size to match the attribute text size, name
the distance label of the linear parameter the same as the attribute definition tag. An
example of this dynamic sizing behavior is the stretching of underlining in the Equipment Tag
style.
To have the linear parameter automatically size to include the entire X or Y extents of
all the evaluated attributes in the block definition, give the linear parameter the names
TotalXand/or TotalY. An example of this dynamic sizing behavior is a block definition
consisting of a rectangle enclosing several lines of attributes. The rectangle stretches or
shrinks to accommodate the attributes regardless of their values.
4. Save the block drawing.
5. On the ribbon, click Home tab Project panel Project Manager Project Setup.
6. In the Project Setup tree view, expand Plant 3D Class Definitions.
7. Continue to expand the list until you locate and click a class definition.
8. On the Class Settings pane, under Annotation, click Add Annotation.
9. In the Symbol Settings dialog box, Symbol Properties, locate and click Symbol Name. Enter
new name for the annotation style.
10. Under Symbol Properties, locate and click Block. Click the [...] button.
11. In the Select Block Drawing dialog box, browse to and select the drawing that contains the
block you want to use. Click Open.
NoteYou cannot use a drawing file as a block for the symbol. The block you use must be in the
drawing file that you select.


12. In the Select Block dialog box, under Available Blocks, select a block. Click OK.
13. In the Symbol Settings dialog box, under General Styles Properties and Other Properties,
change the properties as needed. Click OK.
14. In the Project Setup dialog box, under Annotation, click Edit Block.

15. On the small Annotation toolbar, usually found in the upper left corner of the drawing, click
Assign Annotation Format. In the Block Editor window, select the attribute definition.

16. In the Assign Annotation Format dialog box, create each subpart of the format string as follows:

To select a class property, click Select Class Properties.

To select a drawing property, click Select Drawing Properties.

To select a project property, click Select Project Properties.

To define an expression, click Define Expression.

Enter a delimiter to use between the fields. You can enter text and special characters.
For example, if you want a pump to have text reflecting the flow rate data, you could use a
field value of #(TargetClass.FlowRate) and a delimiter value of GPH. To add leading text,
create the format string and add the leading text using the Properties palette or the Attribute
Definition dialog box. For example, to create an annotation for an Exchanger that reads
TUBE [pressure] @ [temperature], use the Assign Annotation Format dialog box to create
the format string #(TargetClass.TubeDesignPressure)
@#(TargetClass.TubeDesignTemperature). Then add the leading text TUBEusing the
Properties palette or the Attribute Definition dialog box.
NoteIf you manually add leading text, update any associated dynamic block parameters to
match, using the Properties palette.
17. To create more subparts to the format string, in the Number of Subparts box, click the Up arrow
or enter a number.
18. In the Assign Annotation Format dialog box, click OK.
19. In the Block Editor, click Close Block Editor. Save the block.
20. Click OK to close the Project Setup dialog box and return to the drawing.
21. In the drawing, right-click the appropriate component or line to make sure that the new
annotation is on its shortcut menu.

To assign an annotation style to a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click an item that contains the annotation style
you want to assign to a component or line definition.
4. On the Class Settings pane, under Properties, in the Property Name column, locate
AnnotationStyleName.
5. In the AnnotationStyleName row, under the Default Value column, in the drop-down list, click
the annotation style you want.
6. Click OK.

To modify an annotation style for a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click an item that contains the annotation style
you want to modify.
4. On the Class Settings pane, under Annotation, in the drop-down list, click the annotation style
you want to modify.
5. Click Edit Annotation.
6. In the Symbol Settings dialog box, make the desired changes to the annotation style. Click OK.
7. Click OK.

To delete an annotation style from a class definition

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand Plant 3D Class Definitions.
3. Continue to expand the list until you locate and click an item that contains the annotation style
you want to delete.
4. On the Class Settings pane, under Annotation, in the drop-down list, click the annotation style
you want to delete.
5. Click Remove Annotation.
NoteIf the selected annotation style is either used in a drawing that is part of the project or is
currently assigned to a component, you are prompted that the annotation style cannot be
deleted.
6. In the Confirm Delete message box, click Yes.
7. Click OK.
Quick Reference
Commands
PROJECTMANAGER
PROJECTSETUP
Annotation (P&ID Class Definitions Tree Node)











Create and Modify Orthographic Drawings (LAYOUTS)

You can create, update, and annotate orthographic drawings that show exact 2D representations of a
3D model.
Topics in this section
Overview: Generate Orthographic Drawings
You can create custom orthographic views of Plant 3D models and place them in an AutoCAD 2D
drawing.
Create an Orthographic Drawing
You can create orthographic drawings from one or more Plant 3D models.
Working with Orthographic Views in a Drawing
You can create an adjacent view, edit, update, and delete an ortho view. You can also locate a 3D
object that corresponds with an orthographic drawing component.
Annotate an Orthographic Drawing
You can annotate Plant 3D objects in an orthographic drawing.
Add Dimensions to an Orthographic Drawing
You can add dimensions to a selected Plant 3D object in an orthographic drawing.

Overview: Generate Orthographic Drawings



You can create custom orthographic views of Plant 3D models and place them in an AutoCAD 2D
drawing.

In an orthographic drawing, you can create multiple orthographic views from one or more Plant 3D
models. The drawings are AutoCAD DWG files and each one can contain multiple orthographic views
with data extracted from Plant 3D models. If the source models change, you can update the ortho
drawings to reflect the changes.
Orthographic drawings display two-dimensional views of piping, valves, equipment, and structural steel
in Plant 3D models.


You can set up a customized template for orthographic drawings with a title block, or you can use the
default template. For more information about creating templates, see Use a Template File to Start a
Drawing in the AutoCAD Help system.

Understand Drawing References (Xrefs) and Overlaid Xrefs


Project drawings that contain references to other drawings are available for orthographic drawings. Non-
project xrefs are also available, but they appear as graphics only and cannot have annotations.
However, xrefs that are overlaid are not available for orthographic drawings. For more information about
overlaid drawings, see Nest and Overlay Referenced Drawings in the AutoCAD Help system.
Quick Reference
Commands
PLANTORTHOCREATE
Select Reference Models Dialog Box
Select Orthographic Drawing Dialog Box

Create an Orthographic Drawing



Bottom of the Page
Procedure
Quick Reference
You can create orthographic drawings from one or more Plant 3D models.

When you create orthographic views, you create individual AutoCAD 2D viewports based on specified
views of a Plant 3D model. Then, you can add the views to an orthographic drawing.
NoteYou can place ortho views on orthographic drawings created in earlier versions of AutoCAD Plant
3D. It is recommended, however, that you create new drawings so that you can take advantage of all
ortho functionality.
To view the workflow for creating orthographic drawings, see Create Orthographic Drawings.

Understand Ortho Contextual Ribbon Tabs

When creating ortho drawings, you enter two specialized environments in which contextual ribbon tabs
are available. These tabs provide access to commands specific each environment. The tabs are as
follows:
Ortho Editor tab


This special ribbon is displayed when you click Create Ortho View on the Home ribbon Ortho Views
tab, or when you click Edit View on the contextual Ortho View tab. For more information see Ortho
Editor Contextual Ribbon.
Ortho View tab
NoteYou cannot use Ortho View commands with copies of ortho drawings.
This special ribbon is displayed when you open or create a 2D drawing on the Orthographic DWG tab
of the Project Manager. For more information see Ortho View Contextual Ribbon.

Save, Reuse, and Delete an OrthoCube Configuration View


You can save an orthographic view and load it in any Plant 3D model to generate views of a consistent
size. The views you save are project-specific and stored in a filed named ortho.dcf. You can copy this
file and reuse it in other projects.

Create an Orthographic Configuration View

You use the OrthoCube, a semi-transparent 3D box, to define the boundaries of the orthographic view.
You can use grips to adjust the dimensions and placement. The highlighted surface (red) shows the
current projection, for example: top.


For more information about using grips to modify 3D cubes, see Use Grips to Edit 3D Solids and
Surfaces in the AutoCAD Help system.
Procedure
To create an orthographic drawing starting with a model
1. With the model for the orthographic drawing open, on the ribbon, click Home tab Ortho Views
panel Create Ortho View.
2. In the Select orthographic Drawing, do one of the following and click OK:
Under Orthographic Drawings In the Project, click an existing drawing.

Click Create New. In the New DWG dialog box, in the File Name box, enter a name.
Enter an author name. Click OK.


3. In the drawing, click the OrthoCube. Drag the size grips on the edges of the OrthoCube to
specify the boundaries and placement of the view. The red panel indicates the current view, for
example, top.
NoteClick a corner of the ViewCube, if necessary, to access the grips you want on the
OrthoCube.

4. On the ribbon, Ortho Editor tab, do the following:

On the General panel, in the Name box, enter a view name.


On the General panel, in the View drop-down list, click a view (for example: Front).
NoteBy default, the temporary drawing that is displayed is set to zoom in on all elements
currently in the drawing. The ViewCube is set to Top view using WCS (world coordinate
system). Click the corners of the cube find an angle that lets you work with OrthoCube grips
easily.
On the General panel, in the Scale drop-down list, click a scale (for example: 1:16). If
the scale you want is not in this list, enter a scale at the command prompt when you place
the ortho drawing.

(Optional) Click the General panel drop-down menu Save Current View
Configuration. In the Save View dialog box, enter a name for the orthographic view. Click
OK.

(Optional) Click the General panel drop-down menu Load View Configuration to load
a previously saved configuration.
On the Confirm/Cancel panel, click Create Ortho View.
5. In the orthographic drawing paper space, specify the position of the lower-left corner of the
viewport.
NoteAt the Command prompt, you can specify the scale of the viewport before placing the
viewport in the drawing. You can also specify the exact coordinates for the drawing.
You can now annotate the orthographic drawing. For more information about annotations, see
Annotate an Orthographic Drawing.
To create an orthographic drawing using the Project Manager

1. In the Project Manager, do the following:

Click the Orthographic DWG tab.


In the tree view, expand the project node and click the Orthographic Drawings folder.
On the Orthos toolbar, click New Ortho DWG.
2. In the New DWG dialog box, under Drawing Properties, do the following:
In the File Name box, enter a name for the orthographic drawing.
In the Author box, enter a name for the author.
Click OK.
NoteThe next time you create an orthographic view, the drawing is displayed in the Select Ortho
Drawing dialog box.
To save an OrthoCube view configuration
NoteTo save an OrthoCube view configuration, you must have previously clicked either Create Ortho
View on the Home tab or Edit View on the Ortho View contextual tab.
1. On the ribbon, Ortho Editor tab, click the General panel drop-down menu Save Current View
Configuration.
2. In the Save View dialog box, enter a View Name and click OK.
To load a saved OrthoCube view configuration
NoteTo load a saved OrthoCube view configuration, you must have previously clicked either Create
Ortho View on the Home tab or Edit View on the Ortho View contextual tab.
1. On the ribbon, Ortho Editor tab, click the General panel drop-down menu Load View
Configuration.
2. In the Load View dialog box, in the View List box, click a View Name and click OK.
To delete a saved OrthoCube view configuration
NoteTo delete a saved OrthoCube view configuration, you must have previously clicked either Create
Ortho View on the Home tab or Edit View on the Ortho View contextual tab.
1. On the ribbon, Ortho Editor tab, Click the General panel drop-down menu Load View
Configuration.
2. In the Load View dialog box, in the View List box, click a View Name and click Delete.
3. Click OK.
To rename a saved OrthoCube view configuration
NoteTo rename a saved OrthoCube view configuration, you must have previously clicked either Create
Ortho View on the Home tab or Edit View on the Ortho View contextual tab.
1. On the ribbon, Ortho Editor tab, Click the General panel drop-down menu Load View
Configuration.
2. In the Load View dialog box, in the View List box, double-click a View Name, and enter the new
name.
Quick Reference
Commands
PLANTORTHOCREATE
Select Reference Models Dialog Box
Select Orthographic Drawing Dialog Box


Working with Orthographic Views in a Drawing


Procedure
Quick Reference
You can create an adjacent view, edit, update, and delete an ortho view. You can also locate a 3D
object that corresponds with an orthographic drawing component.

After you have created orthographic views, you can modify, save, or delete them, alter the OrthoCube,
and make other changes as needed. You can also click on a specific component in an ortho view and
find its counterpart in the 3D model.
Using the Project Manager, you can validate the ortho view against the model and update the view if
changes have been made.
Updating an entire view can take several minutes, depending on the complexity of the model.
Procedure
To create an adjacent orthographic view

1. In the Project Manager, click the Orthographic DWG tab.


2. In the Orthos tree view, expand the project and the Orthographic Drawings folder. Double-click
a drawing to open it.
3. On the ribbon, Ortho View tab, Ortho Views Panel, click Adjacent View.
4. Select an ortho view for which you want to create an adjacent view.
5. In the Create an Adjacent View dialog box, click the desired view and enter a name for the view.
Click OK.
6. Click on the drawing to place the new view.
Shortcut menu: Right-click the ortho view node and click Create Adjacent View.
Command entry: PLANTORTHOADJACENT
To delete an orthographic view

1. In the Project Manager, click the Orthographic DWG tab.


2. In the Orthos tree view, expand the project and the Orthographic Drawings folder.
3. Double-click an ortho drawing to open it.
4. On the ribbon, Ortho View tab, Ortho Views Panel, click Delete View.
5. Select the view you want to delete.
Shortcut menu: Right-click the ortho view node and click Delete View.
Command entry: PLANTORTHODELETE
To locate the 3D counterpart of an orthographic object

1. In the Project Manager, click the Orthographic DWG tab.


2. In the Orthos tree view, expand the project and the Orthographic Drawings folder.
3. Double-click an ortho drawing to open it.
4. Double-click a specific view port.
5. On the ribbon, Ortho View tab, 3D Models Panel, click Locate in 3D Model.
6. In the selected viewport, click to highlight the item you want to view in the model. The model
opens and zooms in on the appropriate 3D component, which is also highlighted.
Command entry: PLANTORTHOLOCATE
To edit an orthographic view
1. In the Project Manager, click the Orthographic DWG tab.
2. In the Orthos tree view, expand the project and the Orthographic Drawings folder.
3. Double-click to open an ortho drawing.
4. On the ribbon, Ortho View tab, 3D Models Panel, click Edit View.
5. Make adjustments as needed and on the ribbon, Ortho Editor tab, click Create View.
Shortcut menu: Right-click the ortho view node and click Edit View.
Command entry: PLANTORTHOEDIT

To update an orthographic view

1. Make changes to the model on which the ortho view is based.


2. In the Project Manager, click the Orthographic DWG tab.
3. In the Orthos tree view, expand the project and the Orthographic Drawings folder.
4. Double-click to open the ortho drawing based on the model you changed.
5. In the Project Manager, right-click the ortho view Validate View. The red highlight on the icon
indicates that the view needs updating.


6. Right-click the ortho view again Update View.
NoteUpdating a view or an entire ortho drawing containing many views can take several
minutes, depending on the complexity of the model.
Command entry: PLANTORTHOUPDATE

Quick Reference
Commands
PLANTORTHOUPDATE
PLANTORTHOLOCATE
PLANTORTHOADJACENT
PLANTORTHOEDIT




Annotate an Orthographic Drawing

Procedure
Quick Reference
You can annotate Plant 3D objects in an orthographic drawing.

In an orthographic drawing, you can annotate valves, equipment, and components as you can in any
AutoCAD drawing. If the source model changes, you can update the annotations to reflect the new data.


Procedure
To add an annotation to an orthographic drawing

1. In the Project Manager, click the Orthographic DWG tab.


2. In the Orthos tree view, expand the project and the Orthographic Drawings folder. Double-click
an orthographic drawing.
3. In the orthographic paper space, in an orthographic drawing, double-click the viewport that
contains the component you want to annotate.


4. On the ribbon, click Ortho View tab Annotation panel Ortho Annotate.
5. In the drawing, click a component to annotate.
6. In the Specify Annotation Style list, click a value to specify the annotation tag style.
7. Use the cursor to move the annotation in the drawing. Click to set the annotation.
8. If a leader has been specified by a CAD manager, you are prompted to select a start point for
the leader and then an endpoint on the target object.
NotePolar Tracking restricts cursor movement to specified angles. To place annotations at any
angle from the component, click Polar Tracking on the application status bar to free cursor
movement.


Shortcut menu: Right-click an object in an orthographic drawing and click Annotate.
Command entry: PLANTORTHOANNOTATE
To move an annotation in an orthographic drawing

1. In the orthographic paper space, in an orthographic drawing, click the annotation you want to
move.
2. Drag the annotation to any location on the drawing using the Move grip.
3. Drag the annotation leader, if any, to an appropriate location as well, using the move grips.


To update an annotation in an orthographic drawing

1. In the orthographic paper space, in an orthographic drawing, double-click the viewport that
contains the Plant object annotation you want to update.
2. On the ribbon, click Ortho View tab Annotation panel Update Annotation.
Quick Reference
Commands
PLANTORTHOANNOTATE
PLANTORTHOUPDATEANNOTATION

Add Dimensions to an Orthographic Drawing



Bottom of the Page
Procedure
You can add dimensions to a selected Plant 3D object in an orthographic drawing.

In an orthographic drawing, you can add dimensions in the orthographic viewports as you can in any
AutoCAD drawing. For more information about adding dimensions in drawings, see Create
Dimensions in the AutoCAD Help system.
NoteMake sure you are in paper space when adding dimensions.
NoteDimensions do not update when the model updates. You must adjust the dimensions manually.

Procedure
To add dimensions to an orthographic drawing

1. In the Project Manager, click the Orthographic DWG tab.


2. In the Orthos tree view, expand the project and the Orthographic Drawings folder. Double-click
an orthographic drawing.
3. On the ribbon, click Ortho View tab Dimensions panel Dimension.
4. In the drawing, specify the first and second extension line origins or press ENTER to select an
object to dimension.
5. Use the cursor to move the dimension line in the drawing. Click to set the dimension line.


















Manage Data and Generate Reports



You can use the Data Manager to view, edit, export, and import data and to generate reports.

Topics in this section


Work with the Data Manager
You can view, modify, export, and import drawing and project data, and generate reports using the
Data Manager.
Export and Import Data in the Data Manager
You can export Plant 3D object data for projects and drawings, modify the data externally, and import
it into the Data Manager.
Generate Reports in the Data Manager
The Data Manager provides several types of reports you can use to view and present data.


Work with the Data Manager



Bottom of the Page
Procedure
Quick Reference
You can view, modify, export, and import drawing and project data, and generate reports using the Data
Manager.

By default, the Data Manager is docked in the drawing area. You can undock it and float it, or anchor it
to the top or bottom of the drawing area. You can also make the Data Manager transparent or use auto-
hide to conserve desktop space.
For more information about how to control the display of the Data Manager, see Control the Display of the
Drawing Space.
Procedure
To view current drawing data

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click Current Drawing Data.
To view P&ID project data

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click P&ID Project Data.
To view Plant 3D project data

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click Plant 3D Project Data.
To view Project Reports
1. On the ribbon, click Home tab Project panel Data Manager.
2. In the Data Manager, in the drop-down list, click Project Reports.
To select customized views in the Data Manager

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate customized view.
To turn Auto-hide on and off for the Data Manager

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, right-click the title bar. Click Auto-hide.
To make the Data Manager transparent

1. Make sure that hardware acceleration is disabled.


NoteFor information about how to disable hardware acceleration, see To Tune Performance
Manually in the AutoCAD Help system.

2. On the ribbon, click Home tab Project panel Data Manager.


3. In the Data Manager, right-click the title bar. Click Transparency.
4. In the Transparency dialog box, move the slider to specify the percentage of transparency. Click
OK.
To synchronize the Data Manager with symbols and annotations in a P&ID drawing

In the Data Manager, on the toolbar, click Synchronize PID Symbols and Annotations.
To refresh data in the Data Manager

In the Data Manager, on the toolbar, click Refresh.


Quick Reference
Commands
DATAMANAGER

Topics in this section


Zoom To and Scroll To Plant 3D Objects
You can zoom to a Plant 3D object in a drawing from the data table.
Edit Data Properties in the Data Manager
You can edit properties in the Data Manager by updating the data table.
Place Annotations in a P&ID Drawing from the Data Manager
You can place annotations in a P&ID drawing by dragging a cell value from the data table.
Filter and Sort Data in the Data Manager
You can use filters and sorting to organize the data you view in the Data Manager.
View Read-Only Data and Property Acquisition Data
You can view read-only acquisition data in the Data Manager.
Print Data from the Data Manager
You can print the data displayed in the Data Manager.

Zoom To and Scroll To Plant 3D Objects



Bottom of the Page
Procedure
Quick Reference
You can zoom to a Plant 3D object in a drawing from the data table.

When you select a Plant 3D object in a drawing, the data record for the Plant 3D object is displayed and
highlighted in the data table.
Using the Data Manager, you can also zoom to a Plant 3D object in a drawing from its data table record.
You can zoom to a Plant 3D object by clicking the empty cell in the left column that corresponds to the
Plant 3D object. If you click a cell for a Plant 3D object that is in an unopened drawing, the drawing
opens and zooms to the Plant 3D object.
Procedure
To locate a Plant 3D object in a drawing

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click Current Drawing Data.
3. Do one of the following:

To locate a record in the Data Manager, on the Data Manager toolbar, click Show
Selected Items. Click the Plant 3D object in the drawing area.
To locate a Plant 3D object in the drawing area, on the Data Manager toolbar, click
Show All Items. Click the row header of the record in the data table.
To turn persistent zoom on or off

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, click the node you want to display.

4. On the toolbar, click Turn Zoom Toggle On or Zoom Toggle Off.


NoteTo zoom to multiple Plant 3D objects, press and hold the CTRL key when clicking the
appropriate cells in the Zoom column of the data table.
To display a record in the data table by selecting an item in a drawing

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.

3. On the toolbar, click Show Selected Items so that it is toggled on.


4. In the drawing, click a Plant 3D object.
NoteThe data for the selected Plant 3D object is displayed at the top of the data table. If the
selected item was filtered out by a current filter, the filter is removed.
To scroll through records in the data table
1. On the ribbon, click Home tab Project panel Data Manager.
2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, click the node you want to display.
4. At the bottom of the data table, click the left and right arrows to scroll through the records.
NoteYou can scroll to the first or last record by clicking the arrow buttons with vertical lines.
Quick Reference
Commands
DATAMANAGER


Edit Data Properties in the Data Manager
Bottom of the Page
1. Procedure
2. Quick Reference
You can edit properties in the Data Manager by updating the data table.
You can update multiple cells simultaneously and copy and paste data from one cell to another
or from other programs. In the data table, read-only cells are displayed with a shaded
background and cannot be edited.
When you try to edit data for a Plant 3D object in a drawing that is not currently open, the
drawing opens. Read-only drawings do not open when you attempt to edit properties.
To edit data for a Plant 3D object that spans more than one drawing, all the drawings that
contain the Plant 3D object must be editable. If drawings are read-only, you cannot change the
data.
Procedure
To edit a property by entering a value

On the ribbon, click Home tab Project panel Data Manager.


In the Data Manager, in the drop-down list, click the appropriate data view.
In the tree view, click the node you want to display.
In the data table, click in the cell of the property to edit. If the property is in Acquire
mode, click the yellow icon in the cell and click Override mode on the list.
Enter a new value in the cell.

NoteA pencil icon in the row marker indicates that the record is in edit mode.
Press ENTER or click in another cell to commit the new value.

To edit a property by selecting a listed value

On the ribbon, click Home tab Project panel Data Manager.


In the Data Manager, in the drop-down list, click the appropriate data view.
In the tree view, click the node you want to display.
In the data table, click the cell of the property to edit. If the property is in Acquire
mode, click the yellow icon in the cell and click Override mode in the list.
Click the arrow to display the list.
Click a value on the list.
Press ENTER or click in another cell to commit the new value.
To edit a property by copying and pasting

On the ribbon, click Home tab Project panel Data Manager.


In the Data Manager, in the drop-down list, click the appropriate data view.
In the tree view, click the node you want to display.
In the data table, right-click the cell that contains the value you want to copy. Click
Copy.

NoteIt is recommended that you copy values from only one column at a time.
Click one or more cells where you want to paste the value.

NoteTo select more than one cell, press and hold the CTRL key while clicking the cells.
Right-click and click Paste.

To clear a cell value

On the ribbon, click Home tab Project panel Data Manager.


In the Data Manager, in the drop-down list, click the appropriate data view.
In the tree view, click the node you want to display.
In the data table, click one or more cells where you want to clear the value.

NoteTo select more than one cell, press and hold the CTRL key while clicking the cells.
Press DELETE.

Quick Reference
Commands
DATAMANAGER

Control the Display of the Tree View

1. Procedure
2. Quick Reference
You can specify the nodes displayed in the tree view.

By default, the tree view shows only nodes with content in the current drawing or project. You can
change this setting to show all nodes.
NoteWhen the tree view is displayed by area (the Plant 3D default), you can view only nodes with
content.
Procedure
To show all nodes or only nodes with content

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, right-click a node. Click Show All Nodes or Show Only Nodes with Content.
Quick Reference
Commands
DATAMANAGER


Filter Information in the Data Table

1. Procedure
2. Quick Reference
In the data table, you can select the information you view by applying filters.

You can view all items or only selected items, or filter the data based on specific field values or value
ranges. You view only records for Plant 3D objects selected in the drawing. Selections you make in the
drawing determine what is displayed in the Data Manager.
Filters apply to each view, each user, and each AutoCAD Plant 3D session, so when you switch views
or open a new drawing, your filters are saved. You can easily remove or apply filters to any view, or
apply multiple filters simultaneously.
Procedure
To view only items selected in the data table

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree, click the node you want to display.
4. In the data table, right-click a cell that contains the value whose data you want to filter. Click
Filter By Selection.
To view all items except items selected in the data table

On the ribbon, click Home tab Project panel Data Manager.

In the Data Manager, in the drop-down list, click the appropriate data view.

In the tree view, click the node you want to display.

In the data table, right-click a cell that contains the value you want to exclude from the filtered
view. Click Filter Excluding Selection.
To filter by field values and ranges of values

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, click the node you want to display.
4. In the data table, right-click a cell for the property where you want to set a filter.
5. In the Filter For box, enter a value for the filter. You can use the following conditions individually
or concurrently:
NoteSurround a string entry with single quotation marks (). Entries are case-sensitive.

Conditions (can be
Purpose Examples
used cumulatively)

1. <> 700 displays only rows with


cells containing strings other than 700
to display values 2. <> displays rows with cell data
not equal to your not equal to an empty string, thus eliminating
Angle brackets (< >) entry rows with empty cells
Like *SCH40* displays all fields continuing the
to display any text SCH 40 regardless of the characters that
Asterisk (*) value in its place come before or after the specified string

to display values
that match your = Bosch displays only cells containing the string
Equal signs (=) entry Bosch

to display only
IS NULL empty cells Displays only rows with empty cells

to exclude empty
IS NOT NULL cells Displays only rows with data

to display any
single character in LIKE SCH?0 displays SCH20, SCH30, SCH40,
Question mark (?) its place and so on

6. Press ENTER.
To view data for selected Plant 3D objects in the drawing

On the ribbon, click Home tab Project panel Data Manager.

In the drawing, select the Plant 3D objects whose data you want to view.

In the Data Manager, on the toolbar, click Show Selected Items.


To remove all filters in the current data view

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the data table, click a cell.

4. Click Remove Filter.


Quick Reference
Commands
DATAMANAGER


Sort Records in the Data Table



Bottom of the Page
1. Procedure
2. Quick Reference
You can sort data by column in the data table. A small arrow in the column header indicates the current
sort order.

When you view records in the data table, you can freeze columns so they do not move when you scroll
the data table. You can also hide columns that have no data.
Procedure
To sort columns in ascending or descending order

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, click the node you want to display.
4. In the data table, click a column header to change the sort order.
Quick Reference
Commands
DATAMANAGER


Control the Display of Columns in the Data Table



Bottom of the Page
1. Procedure
2. Quick Reference
You can control the display and order of columns in the data table.

You can arrange column order to reduce the amount of scrolling required to view or edit values in the
data table. You can also freeze columns so they do not move as you scroll in the data table, or hide
columns you do not want to view.
The display and order of columns in the data table for any data view are saved to a project-specific Data
Manager Settings (DMS) file.
After the display or order of the columns for a project is set, a file with the name <project name>.dms is
created in the following folder: \Documents and Settings\<user profile>\Application
Data\Autodesk\<product name>\<product version>\<language>\Support\PnPProjects. The variable
<project name> is the name of the project file that is opened in the Project Manager.
Procedure
To freeze a column in the data table

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, click the node you want to display.
4. In the data table, right-click the header of the column to freeze. Click Freeze.
NoteWhen you freeze a column, the column and all columns to the left of it in the data table hold
their position when scrolling. You can unfreeze a column by right-clicking its header and clicking
Unfreeze.
To hide or show a column in the data table

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, click the node you want to display.
4. In the data table, right-click the header of the column to hide. Click Hide.
5. To display hidden columns, right-click any column header and click Unhide.
To resize a column in the data table

On the ribbon, click Home tab Project panel Data Manager.


In the Data Manager, in the drop-down list, click the appropriate data view.

In the tree view, click the node you want to display.

In the data table column header, place your cursor over the separation line between two
columns.
Drag the separation line to change the column width.
To rearrange column order in the data table

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, click the node you want to display.
4. In the data table, click the column header of the column to move and drag it right or left to a new
location.
NoteWhen you close AutoCAD Plant 3D, the column order you specify in this procedure is
written to the <project name>.dms file, which is saved in the PnPProjects folder. The
PnPProjects folder is located under the folder \Documents and Settings\<user
profile>\Application Data\Autodesk\AutoCAD Plant 3D 2011\<product
version>\<language>\Support.
To copy column order for a project on another workstation

In Windows Explorer, browse to the following folder: \Documents and Settings\<user


profile>\Application Data\Autodesk\AutoCAD Plant 3D 2011\<product
version>\language\Support\PnPProjects.
Locate the file <project name>.dms and copy it to a shared folder on the network.

In Windows Explorer, on the workstation where you want to copy the column order, browse to
the shared network folder and copy the file.
On the workstation where you want to copy the column order, browse to the following folder:
\Documents and Settings\<user profile>\Application Data\Autodesk\AutoCAD Plant 3D
2011\<product version>\<language>\Support\PnPProjects. Paste the <project name>.dms file
into the folder.
To revert to the default data table column order

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click the appropriate data view.
3. In the tree view, right-click a node whose data table column order you want to reset, and do one
of the following:

To reset the data table column order for only a selected node, click Reset Node Column
Order.

To reset the data table column order for a selected node and all child nodes, click Reset
All Child Node Column Orders.
Quick Reference
Commands
DATAMANAGER


Export and Import Data in the Data Manager

Export Data from the Data Manager


Procedure
Quick Reference
You can export data to a Microsoft Excel spreadsheet, to a comma-separated values (CSV) file, or to
a Piping Component Format (PCF) file.

NoteYou cannot use import or export custom settings when importing or exporting in Area view.

Export Active Node and Child Nodes

You can export data for the active node and all child nodes under it, or for the active node only. If you
include all child nodes, you export a spreadsheet that contains a worksheet for each node, or a CSV file
for each node. If you include only the active node, you export a spreadsheet with a single worksheet, or
a single CSV file.
For example: if the Engineering Items node is active, and you export the active node and all child nodes
to a spreadsheet, the spreadsheet contains a separate worksheet for each node.

View Exported Data

When you export the current data table, the resulting file includes all columns and rows displayed in the
Data Manager. An exported file does not include hidden columns and rows.
Read-only columns in the data table are write-protected in the exported spreadsheet. The exception to
this rule is that properties in Acquire mode can be edited in an exported file.
Each worksheet or CSV file contains a row for each Plant 3D object and a column for each property,
such as PnPID number, description, and manufacturer.

Name Exported Files


You can specify a name for an exported file, or accept the name that the program suggests. The
following default file name structures vary by file type and by data table settings in the Data Manager.

File Type Project Data View Drawing Data View

ProjectName-ActiveNodeName.xls (or DrawingName-ActiveNodeName.xls (or


Spreadsheet .xlsx) .xlsx)

ProjectName-ActiveNodeName- DrawingName-ActiveNodeName-
CSV File ChildNodeName.csv ChildNodeName.csv

In an exported spreadsheet, worksheet names are derived from the display names of the nodes being
exported. The column headings are derived from the display names of the column headings (properties)
in the data table. If the display name is longer than 31 characters, the node name is used to name the
worksheet.
NoteTo ensure successful export and import, it is recommended that project administrators use node
names that are no longer than 31 characters.
Procedure
To export Plant 3D object data
On the ribbon, click Home tab Project panel Data Manager.
In the Data Manager, in the drop-down list, click the appropriate data view.
In the tree view, click the node to export.

On the toolbar, click Export.


In the Export Data dialog box, in the Select Export Settings list, click Displayed Data or a custom
setting.
NoteOnly Displayed Data is available for area or customized views.
Under Include Child Nodes, click the appropriate option to include the active node and all child
nodes, or the active node only.
Under Enter File Name and Location for Exported Data, do one of the following:
To use the default file path and file name, click OK and go to step 9.
To select a different file path or file name, click Browse.

In the Export To dialog box, do the following:
Navigate to and select a folder to store the exported files.
In the File Name box, enter a file name or use the default file name provided.
In the Files of Type box, select the file format for the exported files: CSV, XLSX, or XLS (the
default).
Click Save.
In the Export Data dialog box, click OK.
Quick Reference
Commands
DATAMANAGER




Export To Piping Component Format (PCF)


Procedure
Quick Reference
You can export to PCF format from the Data Manager.

If the Data Manager tree is ordered by area, you can export line number node data to PCF files for use
in third-party applications.
Procedure
To export to a PCF file.
On the ribbon, click Home tab Project panel Data Manager.
In the Data Manager, in the drop-down list, click the drawing or project data view.
In the tree view, right-click a line number node. Click Export To PCF.
In the Save PCF As dialog box, do the following:
Navigate to the appropriate folder to save the file.
In the File Name box, enter a file name or accept the default file name for the file.
Click Save.
Quick Reference
Commands
DATAMANAGER

Modify Exported Data

You can add and modify data in an exported MicrosoftExcelspreadsheet or a comma-


separated value (CSV) and import it back into the Data Manager.

Modify Exported Microsoft Excel Spreadsheets


In Excel, you modify the worksheet that corresponds to the active node where you plan to
import the spreadsheet. If you edit a worksheet that represents a child node, the import process
ignores your changes.
It is important not to modify the names of worksheets in an exported Microsoft Excel
spreadsheet. The import process uses worksheet names to identify a match with data in the Data
Manager.

Modify Exported CSV Files

When you include child nodes in an export to CSV, you create multiple CSV files. You can edit data in
the CSV files for import back into the Data manager.

Understand Read-Only Exported Data


Some properties, such as PnPID, are read-only in the Data Manager. These read-only properties are
also write-protected in an exported Microsoft Excel spreadsheet. While it is possible to edit read-only
data in a CSV file, a subsequent import ignores these changes.
Quick Reference
Commands
DATAMANAGER










Import Data to the Data Manager

Determine the Node to Import

When you import a worksheet or CSV file, you import data for the currently active node. Select the node
that corresponds to the worksheet or CSV file containing the data you want to import.
If you select a node that does not correspond directly to the modified worksheet or CSV file, the import
ignores the changes.
If you change more than one exported worksheet or CSV file, you import each modified node
individually. Generally, it is more efficient to edit a worksheet or CSV file that contains all the nodes you
plan to edit. You can then import the files at that node level.
Select Import Settings
When you import data, you can accept the default import setting or select a custom setting. The default
setting is Displayed Data, which is the data currently displayed in the Data Manager.

NoteYou cannot use import or export custom settings when importing or exporting in Area view.
When a custom setting is configured in Project Setup for this purpose, you can import data from another
program. Select this custom setting during import.
Accept and Reject Edits
After you import data, the Data Manager displays modified properties in yellow highlighting.
AutoCAD Plant 3D creates log files in My Documents (Windows XP) or Documents (Windows Vista)
folder under your Windows user profile.
These log files are based on the data that you accept or reject after importing a spreadsheet or CSV file:

The log file ACCEPTED_<date>.log contains the imported data that you accepted during the import.
The log file REJECTED_<date>.log contains the imported data that you rejected.
The variable <date> in the file name indicates the date when you accepted or rejected the imported
data. For example, the file name ACCEPTED_10-16-2007.log contains a record for each accepted edit
from an import on October 16, 2007.

NoteYou cannot import a spreadsheet exported from an earlier version of AutoCAD Plant 3D. First,
migrate the project or drawing to AutoCAD Plant 3D. You can then export and import data as needed.
For more information about migrating project data, see Migrate Projects and Drawings.
Import Modified Acquisition Properties
Properties in Acquire mode appear gray in the Data Manager. You can edit these properties in
an exported spreadsheet or CSV file, import the modified data, and accept or reject each edit. If
you accept a change to an acquired property, the property adopts the new value and changes
from Acquire mode to Override mode. For more information about Acquire Mode and Override
Mode, see Understand Acquire Mode and Override Mode.

The User Interface



Before you work in AutoCAD Plant 3D 2011, it is important that you understand how the drawing
environment is organized and learn some tips for working in this environment.

Topics in this section


Workspaces
A workspace is a set of menus, toolbars, palettes, and ribbon control panels that are grouped and
organized so that you can work in a custom, task-oriented drawing environment.
Ribbon
The ribbon contains the commands that you need to create and modify a piping model.
Welcome and Welcome Back Screens
The Welcome Screen and Welcome Back screens provide shortcuts to creating projects and opening
recent projects and drawings.
Project Manager
The Project Manager provides an organized project environment in which to work.
Properties Palette
The AutoCAD Plant 3D Properties palette provides quick access to component and line data.
Data Manager
You can view, modify, import, and export drawing and project data, and generate various reports
using the Data Manager.
Spec Viewer
You can add pipe or pipe fittings to a model using the Spec Viewer.
Tool Palettes
The AutoCAD Plant 3D tool palettes display standard and custom component and line symbols that
you place to create your drawings.
Quick Properties
Quick Properties provide access to commonly used properties for an object or a set of objects.
Shortcut Menus
With shortcut menus (also called right-click or context menus), you can perform tasks that are related
to the selected component or line.
Grips
You use grips to perform actions on objects in a drawing.
Tooltips
Tooltips are descriptive messages that are displayed near the cursor when it hovers over a ribbon,
toolbar, panel button, or menu item.
Drawing Tooltips
After you add a component or line segment to a drawing or 3D model, you can perform a quick query
of component or line segment data by moving the crosshairs over it.
Application Menu and Toolbars
The Application menu and toolbars provide access to many frequently used commands.
Understand the Work History Dialog Box
If your administrator activates the Work History option, the Work History dialog box is displayed either
when you open a drawing from the Project Manager or when you close the drawing.
Understand the Assign Tag Dialog Box
If your administrator has set up tag formatting, the Assign Tag dialog box displays when you add a
component or line that requires a tag.
Control the Display of the Drawing Space
By controlling the display of dockable windows and toolbars, locking the position of toolbars and
dockable windows, and using two monitors, you can optimize your drawing environment.


Work with the AutoCAD Plant 3D Workspaces



When you create 3D piping models, you can use the 3D Piping workspace, which contains only 3D-
related toolbars, menus, and palettes.

Interface items that you do not need for 3D pipe modeling are hidden, which maximizes the screen area
available for your work.
NoteIf you attempt to use a command that is not compatible with the current drawing, you are prompted
to switch to the workspace that supports the command.

3D Piping Workspace

The 3D Piping workspace includes the tools required to create a 3D plant model. The drawing area
displays the 3D piping ribbon and the 3D drawing area.

P&ID Workspaces

P&ID workspaces include P&ID PIP, P&ID ISO, P&ID ISA, P&ID DIN, and P&ID JIS/ISO. Each of these
workspaces is based on a P&ID industry standard used for your project. The tool palettes for each
workspace contain the symbols based on the industry standard for that workspace.

AutoCAD Workspaces

AutoCAD workspaces include 2D Drafting & Annotation, 3D Modeling, and AutoCAD Classic. For more
information about these workspaces, see Create Task-Based Workspaces in the AutoCAD Help
system.
When you make changes to your drawing display (such as moving, hiding, or displaying a toolbar or a
tool palette group) and you want to preserve the display settings for future use, you can save the current
settings to a workspace.


Switch Workspaces



Bottom of the Page
Procedure
You can switch to another workspace whenever you need to work on a different task. You can also
reset the current workspace to default settings.

You can easily switch between workspaces when you want to access tools or commands that are not
accessible in the current workspace.
Opening an existing project of any standard causes AutoCAD Plant 3D to switch to the workspace for
that standard if it differs from the current workspace. Also, creating a new project switches the
workspace to the standard you specify in project settings if that standard differs from the current
workspace.
Procedure
To switch workspaces
1. On the status bar, click Workspace Switching.


2. In the list of workspaces, click a workspace.


A check mark indicates the current workspace.


Ribbon

The ribbon contains the commands that you need to create and modify a piping model.

The ribbon is composed of a series of panels that are organized into tabs labeled by task. Ribbon
panels contain many of the same tools and controls available in toolbars and dialog boxes. By default,
the ribbon is displayed horizontally at the top of the drawing window when you create or open a
drawing.
If you drag a panel from a ribbon tab and into the drawing area or onto another monitor, that panel
remains where you placed it. The panel remains open until you return it to the ribbon, even if you switch
ribbon tabs. For more information about using ribbons, see The Ribbon in the AutoCAD Help system.

3D Piping Home Tab


The 3D Piping Home tab contains panels with the commands that you need to create and modify a
piping model. This tab includes the following panels:
Project panel
Part Insertion panel
Ortho Views panel
Compass panel
Elevation & Routing panel
Slope panel
Pipe Supports panel
Equipment panel
Visibility panel
View panel
Layers panel
Plugin panel
The 3D Piping Home tab is part of the 3D Piping workspace.

For more information about 3D piping, see Create and Modify Piping.

Isos Tab
The Isos tab displays options for working with isometrics. This tab includes the following panels:
Create Iso panel
Isogen panel
Export panel
The Isos tab is part of the 3D Piping workspace.


For more information about isometrics, see Create and Modify Isometric Drawings.

Structure Tab

The Structure tab displays options for working with structures. This tab includes the following panels:
Parts panel
Modify panel
Cutting panel
Visibility panel
Export panel
Views panel
Layers panel
The Structure tab is part of the 3D Piping workspace.


For more information about creating structure, see Create and Modify Structure.
Ortho Editor Contextual Ribbon
When you enter the specialized orthographic environment by clicking the Create Ortho View button on
the home tab, a contextual ribbon tab is available. It contains commands specific to the ortho editing
environment. This contextual tab and associated panels display in green to provide visual feedback that
you are in a specialized environment. The contextual tab is closed when you exit that environment.
The Ortho Editor tab displays options for working with orthographic view configurations. The tab
includes the following panels:
General panel
3D Models panel
Boundary Geometry panel
Output Size panel
Confirm/Cancel panel
The Ortho Editor contextual tab is part of the 3D Piping workspace.


For more information about orthographic drawings, see Create and Modify Orthographic Drawings.

Ortho View Contextual Ribbon

When you enter the specialized orthographic environment by creating or opening a drawing on the
Orthographic DWG tab of the Project Manager, this special contextual ribbon tab is available. It contains
commands specific to the ortho view environment. The contextual tab and associated panels display in
green to provide visual feedback that you are in a specialized environment. The contextual tab is closed
when you exit that environment.
The Ortho View tab displays options for working with orthographic drawings. The tab includes the
following panels:
Ortho Views panel
3D Models panel
Annotation panel
Dimensions panel
Viewports panel
Layers panel
The Ortho View contextual tab is part of the 3D Piping workspace.

For more information about orthographic drawings, see Create and Modify Orthographic Drawings.

P&ID Home Tab


The P&ID Home tab displays options for working with P&ID drawings. This tab includes the following
panels:
Project panel
P&ID panel
Schematic Line panel
Line Group panel
Validate panel
Layers panel
Block panel
Annotation panel
Properties panel
View panel
Utilities panel
The P&ID Home tab is part of the P&ID PIP, P&ID ISO, P&ID ISA, P&ID DIN, and P&ID JIS/ISO
workspaces.


For more information about creating P&IDs, see P&ID - Create and Modify Drawings.

AutoCAD Tabs

When you switch from an AutoCAD Plant 3D 2011 workspace to an AutoCAD workspace, additional
AutoCAD ribbons are displayed. Following is an example of the 3D ribbon that is displayed when the
AutoCAD 3D Modeling workspace is selected.
The AutoCAD tabs are part of the AutoCAD workspaces, including 2D Drafting & Annotation, 3D
Modeling, and AutoCAD Classic.


The Model and Render tabs from AutoCAD are also included as part of the 3D Piping workspace.
For more information about using AutoCAD ribbons, see The Ribbon in the AutoCAD Help system.

Welcome and Welcome Back Screens



The Welcome Screen and Welcome Back screens provide shortcuts to creating projects and opening
recent projects and drawings.

The Welcome and Welcome Back screens display during startup and whenever you close all of your
drawings. They provide quick access to recent projects and drawings. You can open and create projects
using either screen.

Welcome Screen

When you launch AutoCAD Plant 3D 2011 for the first time, the Welcome Screen displays with tools to
help you open a project or work with the included Sample Project.
The Welcome Screen includes the following sections:
Get Started with a Sample Project: Includes a link to the sample project provided with the
product.
Get Started with Your Own Files: Displays tools to help you navigate to the project files and
drawings. It also includes tools to display Project Manager, open a drawing file, and create a new
project.

Welcome Back Screen


After your first session working with AutoCAD Plant 3D 2011, the Welcome Back Screen displays with
tools to help you work more effectively with recent files.

The Welcome Back Screen includes the following sections:
Most Recent File: Includes a link to project and drawing files that you worked with in your
previous session.
Other Recent Projects/Files: Displays links for recently opened project files and drawings. It also
includes tools to display Project Manager, open a drawing file, and create a new project.
NoteIf you dont see the New Project button in the Getting Started with Your Own Files or Other Recent
Projects/Files pane, your administrator has disabled this function.

Other Resources

The Other Resources pane displays a link to the AutoCAD Exchange Plant Group.
Quick Reference
System Variables
PLANTWELCOMENEWPROJECT

Project Manager



The Project Manager provides an organized project environment in which to work.

You can open, add, and create drawings using the Project Manager. You also perform other tasks such
as exporting and importing data, creating project reports, including referenced drawings (xrefs), and
linking or copying files to the project folders.


The Project Manager contains three tabs; the Source Files tab, the Orthographic DWG tab, and the
Isometric DWG tab. For more information about these tabs and other details about the Project Manager,
see Overview: Organize Project Drawings.
The Project Manager also provides access to the Data Manager and the Project Setup dialog box. For
more information about the Data Manager, see Manage Data and Generate Reports. For more information
about setting up a project, see your system administrator.


Properties Palette



The AutoCAD Plant 3D Properties palette provides quick access to component and line data.

In the Properties palette, you can change the data of an object (such as a pipe specification, an
insulation type or thickness, and so on). The Properties palette also allows access to the Assign Tag
dialog box, where you can alter tag information.
Some of the ways you can access the Properties palette include:
Double-clicking an object in a drawing
NoteWhen you double-click an annotation, the Edit Annotations dialog box is displayed instead of the
Properties palette.
Selecting an item in the drawing and pressing CTRL+1
Right-clicking an item in the drawing and clicking Properties
At the Command prompt, entering PROPERTIES


For more information about the Properties palette, see Display and Change the Properties of Objects
in the AutoCAD Help system.
Data Manager



You can view, modify, import, and export drawing and project data, and generate various reports using
the Data Manager.

Using the Data Manager, you can export data for drawings and projects, modify the data externally, and
import it back into the Data Manager.
You use a hierarchical tree in the Data Manager to filter and view data, and to generate reports.
You can export data and reports that contain P&ID and Plant 3D data, and export to Microsoft Excel,
comma-separated value (CSV), or PCF (Piping Component Format) files.
You can zoom directly to a Plant 3D object from its record in the Data Manager data table.
In P&ID drawings, you can drag annotations from the Data Manager data table into the drawing area.


For more information about the Data Manager, see Manage Data and Generate Reports.

Spec Viewer



You can add pipe or pipe fittings to a model using the Spec Viewer.

The Spec Viewer uses spec files to control part size, selection, and routing priorities. After opening a
spec file in AutoCAD Plant 3D, you can view spec sheets, add items to a 3D model, and customize tool
palettes.
You can insert a sized part or an unsized part. If you use an object snap to connect to an open port, the
size of the port is used. You can set AutoCAD Plant 3D to update a 3D model when changes are made
to the spec file.
For more information about using the Spec Viewer, see Use a Spec in a Plant 3D Model.

Tool Palettes



The AutoCAD Plant 3D tool palettes display standard and custom component and line symbols that you
place to create your drawings.

The standard you choose when you create a project dictates which tool palette is displayed when you
start the program. For example, if you create a project using the ISA standard, the initial tool palette
displayed is the P&ID ISA palette.

You can switch to another tool palette by right-clicking the tool palette title bar and selecting a tool
palette. However, not all P&ID symbols that are available in one standard are the same in other
standards.
For example, you have created a project using the PIP standard and have begun adding lines and
components from the P&ID PIP tool palette. If you change to the P&ID ISA tool palette and attempt to
add a 4-way valve, you receive a warning in the status bar stating that the ISA 4-way valve symbol
cannot be found in the current palette. To add a 4-way valve, return to the P&ID PIP tool palette and
select the 4-way valve from that set of symbols.
NoteIf you are working in a project using the ISA standard, you can add lines and components from the
PIP standard. Also, if you are working in a project using the DIN standard, you can add lines and
components from the ISO standard. In both cases, you might receive a warning for specific lines or
components, but you can use most symbols without restriction.
You can also create your own custom tool palette by right-clicking the title bar of the tool palette and
clicking New Palette. You can then add tools to the palette. For more information about creating a tool
palette, see Customize Tool Palettes in the AutoCAD Help system.
You can add individual items from a spec sheet to a custom tool palette. For more information, see Use
a Spec in a Plant 3D Model.
NoteIf you do not see the P&ID workspace interface elements in your drawing area, it is likely that you
are not displaying a P&ID workspace. Verify that you are using a P&ID workspace by clicking
Workspaces on the status bar and clicking a P&ID workspace.

Quick Properties



Quick Properties provide access to commonly used properties for an object or a set of objects.

Quick Properties are enabled by default. When you select an object, you can view and modify a list of
properties for the selected object.


For more information about using or disabling Quick Properties, see Work with Object Properties in the
AutoCAD Help system.
You can easily customize the Quick Properties for any object in the Customize User Interface (CUI)
editor. To customize the display of Quick Properties, see Customize User Interface Elements in the
AutoCAD Help system.

Shortcut Menus



With shortcut menus (also called right-click or context menus), you can perform tasks that are related to
the selected component or line.

For example, when you right-click a schematic line, a shortcut menu is displayed for quick access to
relevant schematic line editing tasks.



Grips



You use grips to perform actions on objects in a drawing.

Grips are displayed at strategic points on objects when you select them. You can click these grips to
perform the actions described in the following table.

Grip
Grip Name Description
Symbol

Continuation
grip Starts or continues routing pipe.

Elevation grip Moves a pipe line up or down to set an elevation.


Rotation grip Displays the compass and allows a component to be rotated.

Appears at the midpoints of schematic line segments; it moves a


Stretch grip line orthogonally.

Endline grip Lengthens or shortens a schematic line.

Connection Connects a schematic line or pipe line to a component, pipe line,


grip or another schematic line.

Gap grip Breaks a schematic line between the gap symbols.

Flip grip Flips a component in the opposite direction.

Substitution Displays a palette with similar components that you can


grip substitute for the one you originally placed.

Add nozzle
grip Adds a nozzle to existing equipment or converted 3D solids.

Edit nozzle
grip Edits all nozzles (standard, line, and virtual).


Tooltips



Tooltips are descriptive messages that are displayed near the cursor when it hovers over a ribbon,
toolbar, panel button, or menu item.

Tooltips provide pop-up information for the commands associated with interface elements. Initially, a
basic tooltip is displayed. If you allow the cursor to hover over the interface element, the tooltip may
expand to display a second level of descriptive information for the command.

You can customize the display and content of a tooltip. For more information about customizing the
display of tooltips, see Display Tab (Options Dialog Box) in the AutoCAD Help system.

Drawing Tooltips



After you add a component or line segment to a drawing or 3D model, you can perform a quick query of
component or line segment data by moving the crosshairs over it.

When you position the crosshairs over a component, the values stored in the Class Name and Tag
fields for the component are displayed in a tooltip.
If you position the crosshairs over a line segment, the Pipe Line Type, Tag, and To and From data are
displayed in a tooltip.


Objects in 3D models that have data assigned to them or the capability to have data assigned to them
display a tooltip with whatever data is currently assigned. If there is no data assigned to an object, the
tooltip displays only the object name.



Application Menu and Toolbars



The Application menu and toolbars provide access to many frequently used commands.

Using the Application Menu


The Application menu, located in the top-left corner of the program, replaces the traditional menu
structure you might be familiar with in previous releases of AutoCAD Plant 3D.
Instead of a horizontal menu display across the top of the program, the application menu presents the
menus in a vertical list. You click the Application button to display the menus within.

For more information about using menus, see The Application Menu in the AutoCAD Help system.

Using Toolbars

You can use buttons on toolbars to start commands, display flyout toolbars, and display tooltips. You
can display or hide, dock, and resize toolbars. There are no AutoCAD Plant 3D-specific toolbars, but
you can access AutoCAD toolbars from the Quick Access Toolbar Tools menu.
For more information about toolbars and other AutoCAD tools such as the status bar and the classic
menu bar, see Other Tool Locations in the AutoCAD Help system.

Understand the Work History Dialog Box



If your administrator activates the Work History option, the Work History dialog box is displayed either
when you open a drawing from the Project Manager or when you close the drawing.
You are prompted to provide details about the drawing file that you or another designer can refer to at a
later date (such as revision information, review status, and so on).


For more information about the Work History dialog box, see Manage Work History Tracking.
Understand the Assign Tag Dialog Box



If your administrator has set up tag formatting, the Assign Tag dialog box displays when you add a
component or line that requires a tag.

You add components and lines to a drawing or model from a ribbon or tool palette. If you do not know
the tagging data at the time you insert a component or line, you can add the data to a 3D model later by
clicking Home tab Part Insertion panel Assign Tag and clicking the component or line.

For more information about assigning tags to components and lines, see Tag Components and Lines.


Control the Display of the Drawing Space

By controlling the display of dockable windows and toolbars, locking the position of toolbars and
dockable windows, and using two monitors, you can optimize your drawing environment.

Control the Display of Dockable Windows


Many windows, such as the Project Manager, the tool palettes, and the Data Manager, are dockable.
Each window can be docked, anchored, or floating.
Commands for changing the display of dockable windows are available on a shortcut menu. You can
change the following options for dockable windows:
Size. You can change the size of a window and resize the panes.
Allow Docking. Dock or anchor a dockable window. A docked window adheres to one side of
the application window, causing the drawing area to be resized.
Anchor. Attach, or anchor, a dockable window or palette to the left or right side of the drawing
area. An anchored window rolls open and closed as the cursor moves across it. When an anchored
window is open, its content overlaps the drawing area. An anchored window cannot be set to stay
open. The Allow Docking option must be selected before you can anchor a window.
Auto-hide. Display a floating window that opens and closes as the cursor moves across it.
When this option is cleared, the window stays open.
Transparency. Display a window as transparent so that it does not obscure objects under it.
This option is not available for all windows or when hardware acceleration is turned on.

Control the Display of Toolbars


You can display or hide toolbars and control whether they are docked or floating in the drawing area.
A docked toolbar is attached to any edge of the drawing area. You can resize, and reposition undocked
toolbars.

Lock the Position of Toolbars and Dockable Windows

After you have arranged toolbars and windows the way you want to display them, you can lock their
positions. Locked toolbars and windows can still be opened and closed, and items can be added and
deleted.

Use Keytips to Access Common Tools

You can use the keyboard to access the Application Menu, Quick Access tool bar, and ribbon.
Press the ALT key to display shortcut keys for common tools in the application window.
When you select a keytip, more keytips are displayed for that tool.

Use Dual Monitors to Optimize the Drawing Area

To create a larger drawing space, you can use two monitors. For example, you can use one monitor to
display the drawing area, while the other monitor displays the tools for working in the drawing area such
as the tool palette, Project Manager, Data Manager, and so on.
For more information about setting up dual monitors, see the instructions provided with your monitors.















Create a Piping Specification



Use the Spec Editor to create a piping spec.

Create a
Spec File Create a Spec Sheet.

Locate
Piping Browse a catalog for piping components and select the components (parts) to
Components add to the spec.
in a Catalog

Add Piping
Set sizes and properties in the catalog browser. Add piping components to the
Components spec sheet.
to the Spec

Set
Component Set properties and descriptions in the spec sheet that are new or different
Properties in from catalog values. Remove unused component sizes.
the Spec

Add and
Remove
Remove component sizes that you do not want in the spec. Add sizes that
Component were out of range when the component is copied from a catalog.
Sizes in a
Spec

Assign Part Specify which component to use when two or more components of the same
Use Priority type have identical sizes.

Create a
Branch Create a branch table legend. Specify the fittings to use for a branch type, and
Table assign a legend symbol for each type.
Legend

Assign
Branch
Fittings in
the Branch Use the legend symbols to populate the branch table.
Table and
Set their
Priority

Set up Pipe Copy piping spec files to your project spec sheets folder. You can also set the
Spec Files spec sheets folder.






Update a Piping Spec



Modify a piping spec and update the model.

This workflow can be used to replace a placeholder component with a component added to a spec.

Modify
Component
Properties in Modify properties of a piping component in the spec sheet.
a Spec

Add
Add a component to a spec that is currently a placeholder in the model. You
Components can also modify an existing component in the spec.
to a Spec

Update
Spec in the Update components in the model that use the spec.
Model

Substitute a
Piping Substitute placeholder piping components in the model with a compatible
Component component in the spec.
in the Model






Modify Piping Components in a Catalog



Use the Catalog Editor to modify piping components in a catalog.


Change
Component Modify design standard and material properties of a component in a catalog.
Properties

Set
Component Add or remove component sizes in a catalog.
Sizes

Set Piping
Component Modify dimensions of a component in a catalog.
Dimensions

Update
Spec from Update a spec with the changes made to the catalogs.
the Catalog









Create Piping Components



Use the Catalog Editor to create a new piping component and add it to a catalog.

Complete the procedures in this workflow to create the piping component shown above.

Create a
Create a component. Specify the piping component class and other fixed
Piping properties of the new component.
Component

Set
Component Specify component geometry and set an initial size range for the part.
Geometry

Add Piping
Component Add the part to a catalog. Select the part in the catalog browser.
to Catalog



Set
Specify component sizes. Remove unused sizes from the initial size range or
Component add new sizes.
Sizes

Set
Nominal
Dimensions
Specify connection port properties for the component. Specify size-
and dependent properties such as the long description and weight.
Connection
Port
Properties

Set Piping
For each component size, specify component dimensions and display
Component options.
Dimensions





Create Block Based Piping Components



Create a component from an AutoCAD block. Use AutoCAD Plant 3D to add port locations. Use the
Catalog Editor to add the component to a catalog.

Complete the procedures in this workflow to create a block based piping component. You can use your
own AutoCAD blocks or download a sample valve.

Define a
Block for
the Current Create AutoCAD blocks to match piping component sizes.
Drawing

Convert a
Block to a
Assign one or more piping connection ports to AutoCAD blocks. Save the
Block drawing that contains the custom piping component block definitions.
Based
Component

Create a
Component
Using In the Catalog Editor, create a component using custom geometry. Specify the
Block piping component class and other fixed properties of the new component.
Based
Geometry

Assign
Sizes to a
Generate an initial size range. Add and remove sizes to match the custom
Block component blocks. Import Custom geometry for each size.
Based
Component

Set
Nominal
Dimensions
and Set connection port properties. Add the custom component to a catalog.
Connection
Port
Properties




























Introduction to Specs and Catalogs



With the AutoCAD Plant 3D Spec Editor, you can create and modify spec files using industry standard
parts catalogs. You can also customize catalogs.


In the Spec Editor tab, you add components from the Catalog Browser pane to the Spec Sheet pane.
You can use the Editor tabs to switch between the following workspaces:
The Spec Editor
The Branch Table Editor
The Catalog Editor
Use the Spec Editor to add parts to a spec. Set branch fitting preferences used in AutoCAD Plant 3D
when routing pipe in the Branch Table Editor. Use the Catalog Editor to manage catalogs, modify the
dimensional properties of piping components, and to create components.
Catalogs are used to create specs, and specs are used to route pipe in the 3D model, but they are not
linked. Specs, catalogs, and the 3D model are independent after they are created. You can copy part
information from a catalog to a spec. When the spec is complete the catalog is not required to use the
spec. Likewise, a component added to the 3D model no longer requires the spec.

Licensing

You can install the AutoCAD Plant 3D Spec Editor without activating the 3D modeling license by
installing 3D modeling in trial mode.
License activation is not required to use the Spec Editor.

Topics in this section


Work with Spec-Driven Piping Models
Understand Spec and Catalog Files
Shared Content Folder
New Features

Work with Spec-Driven Piping Models



Piping projects in AutoCAD Plant 3D use spec files that you create in the Spec Editor to provide
information about piping components and routing priorities. To begin routing pipe and inserting parts in
AutoCAD Plant 3D, you first load a spec file in a piping model. Several sample spec files are provided
with the Spec Editor.

Understand Spec and Catalog Files



The AutoCAD Plant 3D Spec Editor file formats:
AutoCAD Plant 3D Spec Files (*.pspx, *.pspc). PSPX and PSPC files are a pair, and must be
copied and managed together. You cannot rename spec files.
AutoCAD Plant 3D Catalog File (*.pcat). PCAT files contain catalog part information.
Auxiliary Catalog File (*.acat). ACAT files contain catalog parts that support AutoCAD Plant 3D
but are not added to a spec. For example, equipment nozzles, and pipe supports.
When you work in the editor, the changes you make are not immediately saved. To commit changes,
you save the file. If you want to undo changes, you can close the spec sheet without saving.

Shared Content Folder



Standard catalogs are installed under the shared content folder. The default location is:
C:\AutoCAD Plant 3D 2011 Content
You can move catalog files to a different folder.
Spec files are installed under the shared content folder (for example: C:\AutoCAD Plant 3D 2011
Content\Specs) and to the default project folder. If you create a project, spec files are copied from the
shared content folder to the new project.
By default, spec files are project specific with each project including its own spec files. If you want to
share spec files between projects, you can change the spec file folder using AutoCAD Plant 3D Project
Setup. For more information see Set Plant 3D Paths.
Catalog files are not part of a project.
You can set AutoCAD Plant 3D to check periodically for changes to a spec file. When you add a part to
a piping model, the model retains all the information, even if you remove the part from the spec file.

New Features



The AutoCAD Plant 3D 2011 Spec Editor has been improved.
More industry standard spec and catalog content is included. During installation, you can select content
packs to install with AutoCAD Plant 3D. For more information, see Selecting Content Packs in the
Installation Guide.
You can edit equipment nozzle and pipe support auxiliary .ACAT catalogs.
You can now create new components, including support for parametric and block based graphics. See
Create Piping Components in a Catalog for more information.

You can convert specs and catalogs from other product files. For more information, see Convert Specs
and Catalogs.

The Spec Editor provides enhanced support for valve actuators. For more information, see Assign Valve
Operators.

You can automatically generate long descriptions from component properties using description styles.
For more information, see Set up a Long Description Style.

Spec Editor



You can use the Spec Editor to create and modify specs.

A spec includes a spec sheet and a branch table. You can add parts to the spec sheet and use them in
AutoCAD Plant 3D when routing pipe. You can use the Spec Editor to perform the following tasks:
Create, view, and edit a spec.
Add parts to a spec sheet from a catalog.
Set part-use priority for part groups based on part size.
Assign parts to use as branch fittings.
View, filter, and locate parts in parts catalogs.
Assign wall thickness to DIN parts.

Export a spec sheet to Microsoft Excel , or import a modified spec sheet from Excel.

Topics in this section


Create Specs
You can use the Spec Editor to create a spec, or modify an existing spec.
Modify Specs
Use the Spec Editor to add parts from a catalog to a spec.
Export and Import Spec Data
Export and import spec sheet data using Microsoft Excel.
Modify Branch Tables
You can use the Branch Table Editor to assign branch fittings when routing pipe in an AutoCAD Plant
3D model.
Work With Specs in a Plant 3D Model
Use a pipe spec to route pipe and add piping components in the 3D model.

Create Specs



Bottom of the Page
Procedure
Quick Reference
You can use the Spec Editor to create a spec, or modify an existing spec.

In the Spec Editor, you can create a spec from parts that you copy from the catalogs. Catalog parts
display in the catalog pane of the Spec Editor. Parts added to the spec from the catalog include the full
range of sizes for each part. You can manage how different part sizes are used in the spec sheet.

Procedure
To open a spec file in the Spec Editor

1. On the File menu, click Open Spec.


2. In the Open file dialog box, click a spec file (for example: C:\AutoCAD Plant 3D 2011
Content\Specs\CS300.pspx).
3. Click Open.
The spec file opens and displays a spec sheet.
To create a spec file

1. In File menu, click New Create Spec.


2. In the Create Spec dialog box, under Spec Name, click the [...] button and browse to the folder
where you want to save the spec file. Append a file name for the spec file to the folder path (for
example: C:\AutoCAD Plant 3D 2011 Content\Specs\New_Spec.pspx).
3. In the Spec Description box, enter a description.
4. Optional. In the Load Catalog list, click a default catalog to load with the spec file (for
example:ASME Pipes and Fittings Catalog.pcat).
5. Click Create.
To create a spec file from an existing spec file

1. In the Spec Editor, on the File menu, click New Create Spec From Existing Spec.
2. Under Source Spec Name, click the [...] button. In the Open dialog box, do one of the following:
Browse to the existing spec file you want to duplicate.

In the File Name box, enter the path to the file (for example: C:\AutoCAD Plant 3D 2011
Content\Specs\CS300.pspx).
3. Under New Spec Name, enter a name for the file.
4. Under Spec Description, enter a description.
5. Click Create.
NoteYou cannot use Windows Explorer to rename spec files. The PSPX is a package file that
contains a named reference to the PSPC.
Quick Reference
See Also

Workflows
Create a Piping Specification
Commands
Spec EditorCreate Spec Dialog BoxCreate Spec From Existing Spec Dialog Box

Modify Specs



Bottom of the Page
Procedure
Quick Reference
Use the Spec Editor to add parts from a catalog to a spec.

To build a spec, you add parts from the Catalog to the Spec Sheet. You can assign preferences to parts
when multiple parts of the same type or size are available in a spec.
The catalogs do not contain multiple copies of the same components in different materials or schedules
when the components are otherwise identical. To differentiate these components, you can override
certain property values when you copy them to the spec from the catalog. You can also edit part
properties in the Spec Sheet after the part is added to the spec.
A spec may contain parts from more than one catalog.
You can add and customize part properties in a spec, add notes for individual parts, and add a general
description.
Procedure
To remove components from a spec sheet

1. In the Spec Editor, on the Spec Sheet pane, click a part or a group.

2. Click Remove from Spec.


To edit a spec sheet description

1. In the Spec Editor, on the Spec Sheet pane, right-click the upper-left corner description area.
Click Edit Spec Description.
2. In the Edit Spec Description dialog box, enter a description.
3. Click OK.
To add notes to spec sheet parts

1. In the Spec Editor, on the Spec Sheet pane, right-click a group name (for example: --- Pipe ---).
2. Click Add Notes.
3. In the Add Notes To Group dialog box, enter a note.
4. Click OK.
The note displays above the group on the Spec Sheet pane. You can right-click on the note to
remove it.
To display metric or imperial units

1. In the Spec Editor, on the Specs menu, click Layout and Settings.
2. In the Spec Editor Layout and Settings dialog box, in the Display Nominal Sizes in Spec As list,
click a unit type.
3. Click OK.
To modify component properties in a spec

1. In the Spec Editor, on the Spec Sheet pane, click a part (for example: PIPE, PE, ASME
B36.10).
2. Click Edit Parts.
3. In the table, select a cell and enter a value. For Example, specify API5L in column Material
Code for 2.
4. If you want to specify the same value for additional sizes, do the following:
In the cell that you want to copy from, press CTRL+C to copy.

Press and hold CTRL. Click in the cells that you want to copy to.

Press CTRL+V to paste.


To add and remove component sizes in a spec

(continued from To modify component properties in a spec above)


1. If you want to remove a component size, select Do Not Include for each size that you want to
remove (for example: 3/4 and 3).
2. If you want to add a component size, do the following:
Clear Hide Parts Marked Do Not Include.

Clear Do Not Include for each size that you want to add (for example: 1/4).

NoteIf the component size that you want to add does not appear when you clear Hide Parts
Marked Do Not Include, you can use the catalog editor to add the size.
3. Click Apply.

Toolbar: Edit Parts


To add custom properties to components in a spec

1. In the Spec Editor, on the Spec Sheet pane, click a part (for example: Check Valve, Swing, 300
LB, BW, ASME B16.10).

2. Click Edit Parts.


3. In the Edit Parts dialog box, click the Edit Properties tab.
4. Under Property Definition, in the Display Name box, enter a name (for example: Valve Code).
5. In the Field Type list, click a type (for example Numeric Value).
6. In the Default Value box, enter a default.
If the field type is Yes/No (checkbox) enter a default value of True or False.
7. If the Field Type is Text do the following:
In the Field Size box, enter a size from 1 through 255.
8. Click Add.
9. Click OK.
To update a spec with catalog changes.

1. If the Spec file that you want to update is open, close it.
2. In the Catalogs menu, click Synchronize Specs With Catalogs.
3. In the Open dialog box, click a spec file.
4. Click Open.


NoteTo synchronize specs with catalogs, the spec file must be closed and exclusive access to
the spec file is required.
Quick Reference
See Also

Workflows
Create a Piping Specification
Update a Piping Spec
Commands
Spec Editor
Creates and modifies spec sheets.

Add Notes To Group Dialog Box


Adds a note to a spec sheet group.

Edit Parts Dialog Box


Edit Spec Description Dialog Box
Edits the spec sheet description.

Spec Editor Layout and Settings Dialog Box


Sets preferences for the Spec Editor workspace layout.

Topics in this section


Add Piping Components from a Catalog
You can use filters to help you locate parts in a catalog to add to a spec.
Set Part Use Priority
You can specify different parts to use when routing different piping sizes in the AutoCAD Plant 3D
model.
Set up a Long Description Style
You can create long description styles for parts in a spec.
Generate Wall Thickness Values for DIN Parts
You can generate wall thickness values for DIN parts based on selected part properties.
Assign Valve Operators
You can assign a default valve operator to a valve.

Add Piping Components from a Catalog





Bottom of the Page
Procedure
Quick Reference
You can use filters to help you locate parts in a catalog to add to a spec.

You can apply filters to properties, such as pressure class and material, to locate parts. You can reset
parts display filters independently of the common filters. For more information, see Browse Catalogs.
Use the parts display filters to search attributes within the results of the Common Filters. You can also
locate parts in a catalog using text string searches in the catalog filter categories.
Procedure
To add components to a spec

1. On the Catalog pane, select Apply Property Overrides to Parts Added to Spec.
2. In the Material box, enter a material (for example: CS).
3. In the Material Code box, enter a material code (for example: A106).
4. In the Schedule box, enter a schedule (for example: 40).


5. Specify a size range (for example: 2 to 12).
6. Click Add to Spec.
NoteTo modify additional properties, such as Long Description, you can Edit Parts in the Spec
Sheet pane after the part is added to the spec.
Set Part Use Priority



Bottom of the Page
Procedure
Quick Reference
You can specify different parts to use when routing different piping sizes in the AutoCAD Plant 3D
model.

You can assign certain sizes of a part to include in a spec. After you assign part sizes, if you have more
than one part of the same size (size conflict) you can set part-use priority. The part-use priority
designates which parts to use by default when routing in an AutoCAD Plant 3D model.
For example, if you have both SW and WN flanges in your spec, you can assign the WN flanges priority.
When you route pipe in the 3D model, the WN flange is used by default. To use an SW flange instead,
you can substitute the flange. You can also place the SW flange from a tool palette or the Spec Viewer.
On a Spec Sheet pane, a yellow warning icon appears in the Part Use Priority column for parts that
have more than one part available in the spec for a specific size. To resolve the size conflict, click the
icon.
NoteAn additional level of part-use priority for piping fittings is achieved by setting up branch table fitting
options. For more information, see Modify Branch Tables.
Procedure
To assign part-use priority

1. In the Spec Editor, on the Spec Sheet pane, in the Part Use Priority column, click a yellow
warning icon (for example: a Bolt Set group that has both stud bolts and lug bolts in overlapping
sizes).
2. In the Part Use Priority dialog box, under Assign Part Use Priority, in the Size Conflicts list, click
a size.
3. In the Spec Part Use Priority list, click a part.
4. Click the up and down arrows to move the part up or down the list.
5. Select the Mark as Resolved check box for each resolved size conflict.
When all conflicts are resolved for a part, the yellow warning icon changes to a green dot.
NoteYou can press CTRL+A to select all part sizes in the Size Conflicts list and select Mark as
Resolved to mark all conflicts as resolved.
To exclude part sizes in a spec

1. In the Spec Editor, on the Spec Sheet pane, click a part.


2. Click Edit Parts.
3. In the Edit Parts dialog box, in the Do Not Include column, select one or more check boxes.
4. Click OK.

Toolbar: Edit Parts


Quick Reference
See Also

Workflows
Create a Piping Specification
Commands
Spec EditorPart Use Priority Dialog Box

Set up a Long Description Style



Bottom of the Page
Procedure
Quick Reference
You can create long description styles for parts in a spec.

You can set up a long description style so that all parts in a spec have uniform description information.
The default long descriptions are the basic ones from the Plant 3D catalogs. You can easily customize
these descriptions for your projects.
You define a style by setting up a formula made up of text and variables. Each style is applicable to one
class in the piping components hierarchy, and each class can have at most one long description
formula. If a class does not have a defined style, it uses the style defined at the node above it in the
hierarchy.
To give an example, the following long description:
ELL 45 LR, BV, ASTM A234 Gr WPB SMLS, 80
is comprised of these properties:
Short Description, End Type, Material Code, Schedule
Long description styles are saved in files with the extension .lds in the following default location:
C:\AutoCAD Plant 3D 2011 Content\LDStyles
After you have set up a long description formula, you can batch assign it to many specs.
Procedure
To assign a long description style

1. In the Spec Editor, right-click the Long Description column heading. Click Edit Long Description
Styles Assign Long Description Styles.
2. In the Spec Editor Layout and Settings dialog box, under Long Descriptions, in The Long
Description (Family) Style or the Long Description (Size) Style drop-down lists, click a style
name. (The default for a new spec is No Style. To populate the list, see To set up a long
description style.)
3. Click OK.
To set up a long description style

1. In the Spec Editor, click Spec menu Layout and Settings.


2. In the Spec Editor Layout and Settings dialog box, under Long Descriptions, click Edit Long
Description Styles.
3. In the Edit Long Description Styles dialog box, select the component for which you want to
create a long description style.
4. Click Add Row.
5. In the Long description formula editor table, do the following:
(Optional) Under Prefix, type a prefix. For example, you can enter the project name or
an underscore ( _ ).

Under Property, click a property from the drop-down list.

(Optional) Under Suffix, type a suffix. For example, you can enter a space followed by a
dash and another space.
In the Long Description Formula box and the Long Description Sample Result box,
review your description.
6. In the Edit Long Description Styles dialog box, click Save As and save and name the
description so that you can reuse it as needed.

NoteRather than start over with each component, you can copy the long description from one
part to another or to many others. Right-click a component name to copy, then right-click
another component name to paste the description.
7. Click Apply or OK.
NoteAlways save long description styles to the default location. Files stored elsewhere are
ignored by the Specs and Catalog editor. The default location is C:\AutoCAD Plant 3D 2011
Content\LDStyles.

Toolbar: Layout and Settings


To batch assign long description styles
NoteClose any open specs before making batch assignments.
1. In the Spec Editor, click Specs menu Batch Assign Long Description Styles.
2. Under Select Long Description Styles, click the Long Description (Family) style drop-down list.
Click a style.
3. Under Select Long Description Styles, click the Long Description (Size) style drop-down list.
Click a style.
4. (Optional) Click Edit Long Description Styles to create or modify styles.
5. Click Add. In the Windows Open dialog, navigate to the specs to be updated. Repeat this step
as needed to compile a complete list.
6. Click OK. Depending on the number of specs in the list, the process takes more or less time.
Quick Reference
Commands
Spec EditorEdit Long Description Style Dialog BoxBatch Assign Long Description Styles Dialog
Box

Generate Wall Thickness Values for DIN Parts



Bottom of the Page
Procedure
Quick Reference
You can generate wall thickness values for DIN parts based on selected part properties.

To generate correct wall thickness values, you can use an editable mapping table to match selected
part property values from a piping spec to a mapping table. Unlike ANSI parts, DIN parts obtain wall
thickness values from various combinations of parts properties. You use the mapping table to match up
the values of specific properties of DIN parts with the same values of the coordinating properties in the
wall thickness mapping table.
In some cases, depending on the properties criteria you select for a part, no wall thickness value may
exist. In other cases, multiple wall thickness values may exist. You can assign a value to a part from the
mapping table if there are no values returned. When there are several properties matches returned, you
can select the most appropriate value to use.
Following are parts properties you can select individually or in combination to generate wall thickness
values:
Nominal Diameter
Pressure Class
Material Code
Design Pressure Factor
Design Standard
Schedule
Industry Standard
The Nominal Size property is a required match to serve as a basis for wall thickness mapping. You can
select the remaining properties as required or optional matches.
Following is the workflow for assigning wall thickness values to DIN parts:
Select required properties for DIN parts to match in the mapping table to generate wall
thickness values.
Assign specific wall thickness values to parts based on mapping table results.
Edit mapping table values when necessary.
You can add DIN and ANSI parts to the same spec sheet and generate wall thickness values only for
parts in a spec derived from the DIN catalog.
Procedure
To assign wall thickness mapping criteria for DIN catalog parts

1. In the Spec Editor, click Specs menu Assign DIN Wall Thickness.
2. In the Assign DIN Wall Thickness dialog box, under Wall Thickness Mapping Criteria, in the
Required Match column, select one or more properties that are required to match mapping table
properties.
3. If more than one DIN catalog is used in the current spec, in the Catalog list, select another
catalog and repeat step 2.
To edit wall thickness mapping criteria for DIN catalog parts

1. In the Spec Editor, click Specs menu Assign DIN Wall Thickness.
Quick Reference
Commands
Assign DIN Wall Thickness Mapping Dialog BoxEdit DIN Wall Thickness Mapping Table Dialog
Box



Assign Valve Operators



Bottom of the Page
Procedure
Quick Reference
You can assign a default valve operator to a valve.
Operators (Acuators) are added to the spec from a catalog, but do not display in the spec sheet. Block
based actuators work with block based valves, and parametric actuators work with parametric valves.
In the 3D Model, you can set the Valve Operator properties of a valve.
Procedure
To assign a default valve operator

1. In the Spec Editor, on the Spec Sheet pane, right-click a Valve (for example: Angle Globe
Valve).
2. Click Edit Operator Assignments.
3. If you want to save operator assignments to the catalog, select Save Assignments to Catalog.
NoteIf you want to save assignments only in the catalog, you can Edit Operator Assignments in
the catalog editor.
4. In the Valve operator Mapping dialog box, in the Operator (Size) column, click to change the
default operator.
Quick Reference
See Also

Workflows
Create Piping Components
Commands
Valve Operator Mapping Dialog Box
Assigns a default valve operator to a component.

Create New Component (Block Based)


Adds a block based component to a catalog.

PLANTPARTCONVERT

Export and Import Spec Data



Bottom of the Page
Procedure
Quick Reference
Export and import spec sheet data using Microsoft Excel.

You can export spec data to a Microsoft Excel spreadsheet, and you can import spec data from Excel
into a spec.
Some restrictions exist when importing data from an Excel spreadsheet:
You must export using a Full Spec Data Export. This creates a Spec Data worksheet in the
exported file.
You cannot add additional rows to the Spec Data worksheet. Each row contains a PnPID that
must match the existing PnPID in the spec.
You cannot modify read-only properties. Properties that are read-only in the Edit Parts dialog
are protected (locked) in the exported spreadsheet.
You cannot remove or rename columns from the spreadsheet. The header cell that contains the
property name is protected.
When importing modified spec information from Excel, you can accept or reject changes to individual
parts.
When you import Spec or Catalog parts, you can specify which changes to accept and which to reject.
Importing data into the Spec Editor is like importing data into the AutoCAD Plant 3D Data Manager. For
more information, see Accept and Reject Edits.
Procedure
To export spec or catalog data to Excel

1. In the toolbar, click Export to Excel.


2. In the Export Data dialog box, under Select Export Settings, click the appropriate export setting.
If you plan to modify and import the data, use a full data export.
3. In the box labeled Enter a File Name and Location For Exported Data, click Browse.
4. In the Save As dialog box, in the File Name box, enter a name for the exported file. Navigate to
and click a folder in which to save the file.
5. Click Save.
To change a spec part description using Excel formulas

1. Open a spreadsheet that was exported from a spec (for example: C:\AutoCAD Plant 3D 2011
Content\CS300.xlsx).
2. Click the Spec Data tab to make it the active worksheet.
3. Right-click the header of the Part Size Long Desc column. Click Format Cells.
4. In the Format Cells dialog box click General.
If the cell type is Text, you cannot create a formula.
5. Click OK.
6. Click to highlight a cell that you want to modify (for example: F2).
7. In the Formula bar, enter a formula. For example:
=G2 & " w. hand lever , " & H2 & "nd, " & I2 & ", " & AB2 & "lb ," & X2

8. Right-click the cell. Click copy.

9. Paste the formula to additional cells.



10. Save the Excel Spreadsheet and exit Excel.
Quick Reference
Commands
Spec EditorResolve Excel Import Changes Dialog Box

Modify Branch Tables



Bottom of the Page
Procedure
Quick Reference
You can use the Branch Table Editor to assign branch fittings when routing pipe in an AutoCAD Plant
3D model.

When you route pipe in an AutoCAD Plant 3D model, branch table assignments determine the type of
fitting the piping model uses when joining branch and header pipes.
You use branch table information in a spec to cross-reference the size of a header with the size of a
branch and insert the appropriate fitting into an AutoCAD Plant 3D model.


In the branch table, the cell where the header size column and branch size row meet displays a legend
symbol that identifies the fitting to use for that branch. You can assign more than one legend symbol to
a branch cell. For example, you can assign both a reducing tee and a latrolet to the same 3 x 4 cell.


A tee, reducing tee, latrolet, and sockolet, are some of the branch types you can set in the branch table.

Assign Branch Fittings to Use in a Piping Model

You perform the following steps to assign fittings in the branch table:
Identify all branch fittings in a spec to use in a piping model. In the spec, you select which
fittings to use in the branch table. The fittings you select appear as symbols in branch table cells, and
are referenced in the legend of the branch table.
When more than one fitting of a specific size is available as a branch, set the default branch
fittings.
Assign branch fittings to cells in the branch table for all header and branch pipe size matches.
You can add more than one fitting to a branch table cell. In addition to default parts, you can add
additional parts to be available when routing and branching pipe.

Customize the Branch Table

You can change the position and label of the Header and Branch axes in the branch table. By default,
the Header axis is positioned at the bottom of the table and the Branch axis is positioned at the left. You
can also add notes to the legend, add shading to branch table cells, and choose to display or hide the
branch table legend.
Procedure
To create a branch table legend

1. In the Branch Table Editor, on the Legend pane, click Edit Legend.
2. In the Branch Table Setup dialog box, under Branch Connection Part Setup, click Add Branch.
3. In the new branch row, in the Part Type list, click the desired connection part type or Pipe (stub-
in).
4. If you want to override part-use priority, in the Spec Part list, click a specific part.
5. If you want to use an additional reducing part to connect to the branch pipe, do the following:
Select Add Reducer
In the new reducer row, in the Part Type list, click the reducing part type.

If you want to override part-use priority for the reducing part, in the Spec Part list, click a
specific reducing part.
6. In Legend Symbol, double-click and enter the branch symbol.
7. Click OK.
To assign branch fittings in the branch table and set their priority

1. In the Branch Table Editor, on the branch table, click one or more cells that intersect with the
header and branch sizes for which you want to provide a fitting.
2. Right-click any selected cell. Click Multi Branch Selection.
3. In the Select Branch List dialog box, in the Use Branch column, select the branch fittings you
want to use in the piping model.
4. Click the Priority arrows to move the fitting up or down the list.
5. Click OK.
To select multiple cells in the branch table

1. In the Branch Table Editor, on the branch table, click a cell for the starting point.
2. Do one of the following:
To select sequential cells, press and hold the SHIFT key and click another cell in the
table. Release the SHIFT key.

To select multiple non-sequential cells, press and hold the CTRL key while clicking
cells. Release the CTRL key.
Quick Reference
See Also

Workflows
Create a Piping Specification
Commands
Branch Table Editor
Assigns branch fittings to use when connecting a branch in AutoCAD Plant 3D. The branch table is
saved in the spec file with the spec sheet.

Branch Table Setup Dialog Box


Defines the fittings that are used in the branch table. You can also set display options for the
branch table.

Select Branch List Dialog Box


Sets the preferred order of branch components used when routing and branching pipe in AutoCAD
Plant 3D.

Select Branch Connection Dialog Box


Sets a branch type when the existing branch type is not valid.

Work With Specs in a Plant 3D Model





Use a pipe spec to route pipe and add piping components in the 3D model.
After you have finished creating a spec, you can save it to the project spec file location to begin using it.
There is no additional configuration required. For more information see Set Plant 3D Paths.

Topics in this section


Use a Spec in a Plant 3D Model
With a spec file, you can route pipe or place piping components.
Update a Spec in a Plant 3D Model
In AutoCAD Plant 3D, you can set spec update options to check for changes to a spec and update it
when they occur.

Use a Spec in a Plant 3D Model





Bottom of the Page
Procedure
Quick Reference
With a spec file, you can route pipe or place piping components.

Before routing pipe, you select a pipe spec. For more information, see Set Plant 3D Paths.
You can create a custom tool palette from a spec to simplify the process of placing parts in the 3D
model.
Procedure
To use a spec in a Plant 3D model

1. On the ribbon, click Home tab Part Insertion panel.


2. In the Specs list, click a spec.
The spec sheet is displayed in the Spec Editor pane.
To view a spec sheet in a Plant 3D model

1. In the Specs list, click a spec.


2. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
To insert parts from a spec sheet into a drawing

1. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
2. In the Spec Viewer, on the Spec Sheet, click a part that you want to include in the 3D model.
3. Under Part Details, click Insert In Model.
To add parts from a spec sheet to a tool palette

1. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
2. In the Spec Viewer, in the Part Sizes pane, click a part to add to the tool palette.
3. Under Part Details, click Add To Tool Palette.
To create a custom Tool Palette from a spec sheet

1. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
2. In the Spec Viewer, under Part Details, click Create Tool Palette.
Quick Reference
See Also
Workflows
Update a Piping Spec
Commands
Spec Viewer

Update a Spec in a Plant 3D Model





Bottom of the Page
Procedure
Quick Reference
In AutoCAD Plant 3D, you can set spec update options to check for changes to a spec and update it
when they occur.

You are prompted to update the spec and the model when a change to a spec is detected.
You can select the parts or properties you want to update and set the time interval between automatic
updates.
Procedure
To update a Plant 3D model with a changed spec

1. In AutoCAD Plant 3D, on the application status bar, click Spec Update Check.
If no spec updates are available, the Checking For Updates To Drawings Specs dialog box
closes.
2. In the Spec Update Available message box, do one of the following:

Click Apply Spec Updates To The Part In The Model to update a 3D model.

Click Do Not Apply Spec Updates To The Part In The Model to leave a 3D model
unchanged.
3. To apply updates to a 3D model whenever updates become available, select Always Apply Part
Information Changes.
To set automatic spec updates

1. In AutoCAD Plant 3D, on the application status bar, right-click Spec Update Check. Click
Settings.
2. In the Spec Update Check dialog box, under Spec File Check, do the following:

To check for spec updates automatically when AutoCAD Plant 3D is opened, select On
Startup.

To check for spec updates periodically, select Automatic. In the Hours Between Checks
box, enter the number of hours between checks.
3. Click OK.
NoteAutomatic updates run at the time interval you specify. When a spec update is available, a
balloon tip notification presents you with the option to update the 3D model. No notification is
displayed when there are no spec updates available.
Quick Reference
Commands
PLANTSPECUPDATECHECK
PLANTSPECNOTIFY

Dimensional Spec Update



See Also
Update a Spec in a Plant 3D Model
Checks for dimensional changes made to spec files that are in use in the drawing.

Update Parts
If selected, part dimensions are updated in the drawing.

Update
Updates selected part dimensions and closes the window.
Spec Update Check Dialog Box



See Also
Update a Spec in a Plant 3D Model
Checks for changes made to spec files that are in use in this drawing.


General Properties
Checks for changes to a spec in a 3D model and sets spec update notification options.

Check Now
Checks for changes to the current spec.

Spec file check: On Startup


Enables or disables spec updates at startup.

Spec file check: Automatic


Enables or disables periodic spec updates.

Hours between checks


Sets interval between automatic spec updates.

Modify Piping Components in a Catalog



Bottom of the Page
Procedure
Quick Reference
You can add or remove components, change component properties, and modify component
dimensions.

Procedure
To set piping component design standard and material properties

1. In the Catalog Editor, click the General Properties tab.


2. Under Piping Component Properties, enter a property (for example: a material value of CS).
3. Enter additional property values (for example: material code API5L).
4. Click Save to Catalog.
To set component sizes

1. In the Catalog Editor, click the Sizes tab.


2. If you have unwanted sizes, do the following:
Click a size (for example: 5).

Click Remove Size.


3. If you want to add sizes, do one of the following:
Click Add Size.
Click a Size with similar dimensions. Click Duplicate Size.
The size description Undefined or Duplicate is temporary. The size description is set from the
nominal dimensions.
4.
To set nominal dimensions and connection port properties

1. In the Catalog Editor, click the Sizes tab.


2. In the Size list, click size (for example: Undefined).
3. In Connection Port Properties, in the Nominal Diameter box, enter a nominal diameter (for
example: 1).
4. In Matching Pipe OD 1: enter piping outside diameter (for example: 1.315).
5. Do one of the following:
If all connection port properties are the same, select All Ports Have the Same
Properties.

Click the right arrow and enter the Nominal Diameter and Matching Pipe OD for
additional ports.
6. In Piping Component Properties, enter a Long Description (for example: ELL 90 SEGMENTED,
12 ND).
You can now modify piping component dimensions for each size.
To set piping component dimensions

1. In the Catalog Editor, click the Sizes tab.


2. In the Size list, click a size (for example: 1).
3. Under Size Parameters, enter a parameter (for example D: 1.315)
4. Enter additional parameters.
You can position the mouse over a parameter to display tooltips. Parameters can be display
options (for example: Number of segments, Shape of an end cap).
Some parameters can be set to calculate from other parameters. For example: an elbow bend
radius (R) value of zero indicates the bend is set to half the diameter (D / 2.0).
NoteFor Pipe, set the Nominal Diameter and Size Parameter D: to the same value.

5. Repeat steps 2 - 4 for additional sizes.
6. Click Save to Catalog
Quick Reference
See Also

Workflows
Modify Piping Components in a Catalog
Create Piping Components
Create Block Based Piping Components
Commands
Catalog EditorAdd Parts To Spec Dialog BoxCreate Catalog From Existing Catalog Dialog
BoxDuplicate Part Family Dialog BoxModify Catalog Properties Dialog Box



Create Piping Components in a Catalog


Add piping components that are not included in the default Plant 3D catalogs.

Topics in this section


Create Piping Components
Add piping components to a catalog.
Create Block Based Piping Components
You can create custom block based components.

Create Piping Components



Bottom of the Page
Procedure
Quick Reference
Add piping components to a catalog.

If a component is not available in a default Plant 3D catalog, you can add your own piping components.
A component must be in a catalog before it can be added to a spec.


When you create a piping component, you specify the component type (Plant 3D Class), choose a
parametric model, and assign sizes and dimensions to the component.
NoteIt is easier to copy a similar piping component and modify it than it is to create a component. For
more information see Modify Piping Components in a Catalog.
Procedure
To create a piping component

1. In the Catalog Editor tab, click Create New Component.


2. In the Create New Component dialog, click Use Plant 3D Parametric Graphics.
3. In General Properties, click a component category (for example: Fittings).
4. Click a Piping Component type (for example: Elbow).
The piping component type is the Plant 3D class.
5. Enter a Short Description (for example: ELL 90, SEGMENTED).
6. Click a Primary End Type (for example: BV). You can also enter a value if the Primary End Type
is not in the catalog.


To set new component geometry

(continued from To create a piping component)


1. In Geometry, click > (right arrow) to view component images.
2. Click a component image (for example: Mitered Bend).
To add a new component to a catalog

(continued from To set new component geometry)


1. In Size Range, specify an initial Size Range. For Example, 4 to 12.
Sizes can be added and removed after the part is added to the catalog.


2. Click Create.
The component is added to the catalog editor.
Quick Reference
See Also

Workflows
Create Piping Components
Commands
Catalog EditorAdd Parts To Spec Dialog BoxCreate Catalog From Existing Catalog Dialog
BoxDuplicate Part Family Dialog BoxModify Catalog Properties Dialog Box
Create Block Based Piping Components



Bottom of the Page
Procedure
Quick Reference
You can create custom block based components.

If component parametric graphics are not available, you can create your own piping component
geometry using AutoCAD blocks.

When you create a block based piping component, you first specify port locations in AutoCAD Plant 3D.
You can then use the catalog editor to create components using the blocks.
NoteIf the component is not required in spec, it is easier to create a specialty component in the model.
For more information see Create Custom and Placeholder Parts.
Procedure
To create a component using block based geometry

1. In the Catalog Editor tab, click Create New Component.


2. Click Use Custom Geometry.
3. In General Properties, click a component category (for example: Valves).
4. Click a Piping Component type (for example: Valve).
5. Enter a Short Description (for example: DOUBLE SEAT VALVE).
6. Click a Primary End Type (for example: BV). You can also enter a value if the Primary End Type
is not in the catalog.


7. Enter the Number of Ports (for example: 4). This value must match the number of ports added
to the custom component blocks.

Sample Blocks

AP3D_Custom_Component_Sample (zip).
To assign sizes to a block based component

(continued from To create a component using block based geometry)


1. In Size Range, specify a size range. For example 1 to 4.
2. Click Create.
3. In the Piping Component Editor pane, click the Sizes tab.
4. If there are sizes that you do not want in the size column, click a size. Click Remove Size.
5. In Size, click a size to set a block and properties (for example: 4).
6. Click Select Model.
7. In the Select Block Definition dialog box, open a drawing and click a block that has ports
specified using plantpartconvert.


8. In Connection Port Properties, enter Matching Pipe OD (for example: 4.5).
9. Do one of the following:

If all connection port properties are the same, select All Ports Have the Same
Properties.
Click the right arrow and enter the Matching Pipe OD for additional ports.
10. In Piping Component Propertied, enter a Long Description (Size). For example, DOUBLE SEAT
VALVE, 4).
Quick Reference
See Also

Workflows
Create Block Based Piping Components
Commands
PLANTPARTCONVERT
PLANTCUSTOMPARTS
Catalog Editor
Modifies catalog content to customize part information. You add and remove parts from a catalog.
You can change part properties, including part dimensions for use in AutoCAD Plant 3D modeling.

Add Parts To Spec Dialog Box


Adds catalog parts to one or more spec files.

Create Catalog From Existing Catalog Dialog Box


Creates a catalog from an existing catalog file.

Duplicate Part Family Dialog Box


Duplicates a part family in a catalog.

Modify Catalog Properties Dialog Box


Adds and modifies property definitions in a catalog.

Create Custom and Placeholder Parts





Bottom of the Page
Procedure
Quick Reference
You can create and add parts to a pipe line that are not in the pipe spec.

Piping components that are not in the pipe spec are either custom parts or placeholder parts. A custom
part does not have a relationship with a pipe spec. A placeholder part is added when the pipe spec is
not complete.
In addition to direct placement, placeholder parts can be created during a spec update if a part is
orphaned from a spec. This problem occurs when an incompatible change is made to the part size, or if
the part is removed from the pipe spec.
You can add three types of components to a pipe line:
Catalog part. A part that is added from a catalog to the pipe spec. Most components are catalog
parts.
Placeholder. An object that is temporarily used until the part is added to the pipe spec. After the
part is added to the pipe spec, you can use the substitution grip to update it.
Custom part. A part that is not available in the catalogs, and will not be added to the pipe spec.
For example, a specialty item or instrument.
When an item is added to the pipe spec, the part geometry is copied from the catalog to the pipe spec.
Custom and placeholder parts are drawn with simplified geometry.
Procedure
To convert a block to a block based component

1. At the command prompt, enter plantpartconvert.


2. Select an AutoCAD block.
3. Enter a to add a port.
4. Specify a port location.
5. Specify a port direction. For example, (1,0).
6. If the port indicator is not facing outward, enter f to flip the port.
7. Enter a to accept the port location and orientation.
8. Repeat steps 3 - 7 for each additional port.

9. Enter x to end adding ports.


NoteA block based component can be used as a specialty (non-spec) component model using
plantcustomparts. To create a block based spec component, you can use the Specs and
Catalogs Editor.

Sample Blocks

AP3D_Custom_Component_Sample (zip).
To create a custom part (specialty item)

1. On the ribbon, click Home tab Part Insertion panel Custom Part.
2. In the Custom Parts window, click Use Parametric Graphics.
3. Click Permanent Part.
4. In the Class list, click the type (for example: Inline Instrument).
5. In the Size list, click the size of the pipe the part attaches to (for example: 4).
6. In the Display list, click the part shape (for example cylinder).
7. Under Part Geometry, enter the part dimensions (for example: D 6, L 12).
8. Click Port Properties. Specify properties for Port S1 (for example: End Type FL).
9. In the Port list, click S2. Specify properties for additional ports.
10. Click Insert Part.
To create a placeholder part

1. On the ribbon, click Home tab Part Insertion panel Custom Part.
2. In the Custom Parts window, click Use Parametric Graphics.
3. In the Custom Parts window, click Placeholder.
4. In the Replace With Part From Spec list, click the pipe spec that needs this part (for example:
CS300).
5. In the Class list, click a part type (for example: Nipple).
6. In the Size list, click a size (for example: 6).
7. Click Insert Part.
8. Click to specify a point on the pipe line.
The placeholder part is connected to the pipe line.


9. To finish adding placeholder parts, press ENTER.
To update a spec in the model

1. At the command prompt, enter plantspecupdatecheck.


2. If automatic spec updating is not set, accept spec updates.
To substitute a piping component in the model

1. In the drawing area, click the placeholder component to select it.


2. Click the substitution grip, and in the substitution palette, click the new item.
Quick Reference
See Also

Workflows
Create Block Based Piping Components
Update a Piping Spec
Commands
PLANTCUSTOMPARTS
PLANTCUSTOMPARTSCLOSE
PLANTPARTCONVERT
PLANTSPECUPDATECHECK
System Variables
PLANTPLACEHOLDERDISPLAY


Assign Tags



Bottom of the Page
Procedure
Quick Reference
You can assign tags in the 3D model similar to the way you tag in P&ID drawings.

A tag is a unique identifier for a Plant object. In a 3D model, pipe, pipe fittings, pipe supports, and
equipment have a tag by default. You can add a tag to structure.
Pipe and pipe fittings have a line number tag in addition to the tag that all Plant objects can have. For
more information about line numbers, see Set Line Numbers.
Procedure
To tag a plant 3D object

1. In the drawing area, select one Plant 3D object.


2. Right-click in the model.
3. In the shortcut menu, click Properties.
4. In the Properties palette Plant 3D group Tag, click the [...] button.
Quick Reference
Commands
PLANTTAG

Insulate Piping



Bottom of the Page
Procedure
Quick Reference
You can add insulation to a pipe line by setting insulation properties and using a display command to
control insulation visibility.

You can assign insulation to a pipe line using Data Manager, or to individual pipe components using the
Properties palette.

You can display or hide insulation using the plantinsulationdisplay button on the ribbon.


Procedure
To add insulation to a pipe

1. In the drawing area, select one or more pipe or fitting objects.


2. Right-click in the model.
3. In the shortcut menu, click Properties.
4. In the Properties palette, click Plant 3D Process Line group Insulation Thickness.
5. In the Insulation Thickness box, enter the thickness.
6. In the Insulation Type box, enter the type.
7. NoteYou can also use the Data Manager to assign insulation to pipe lines.
Quick Reference
System Variables
PLANTINSULATIONDISPLAY
PLANTINSULATIONMODE


Work with External Reference (Xref) Drawings



Bottom of the Page
Procedure
Quick Reference
You can connect to the open port of pipe, pipe fittings, and equipment nozzles that are in a referenced
(xref) drawing. When you connect to an xref, fittings and fasteners are added to the current drawing.

To connect to an open port on an xref, the xref drawing must be part of the current project. If the xref
drawing is not in your current project DWG folder you can link to it. It is not necessary to copy the
drawing first. For more information, seeSet Up the Project Files.
To connect to an xref, it must be inserted at the world coordinate origin (0,0,0), and cannot be moved,
scaled, or rotated.
If you select an xref, Continuation grips are not available. You can use a node object snap to connect to
the xref port.

Understand Detached Xref Connections

If a connection is broken because of changes made to the Xref, no attempt made to reconnect.
Fasteners that were used to connect to the separated port are called orphaned fasteners.
When you first open a drawing that contains Xrefs, the drawing is checked to determine if there are
orphaned fasteners. With your permission, they are removed. Orphaned fasteners can also be removed
using plantremoveorphanfasteners.
Procedure
To connect to equipment in an Xref

1. If the xref is not already placed in the model, do the following:


On the ribbon, click Insert tab Reference pane Attach.

In the Select Reference File dialog box, browse to select a drawing file that is in the
current project.
Click Open.

Under Insertion Point, clear the Specify On-screen checkbox.


In the X, Y and Z box, enter (0, 0, 0).

Under Scale, clear the Specify On-screen checkbox.


In the X, Y and Z box, enter (1, 1, 1).
Under Rotation, clear the Specify On-screen checkbox.
In the Angle box, enter 0.
Click OK
2. On the ribbon, click Home tab Part Insertion panel Route Pipe.
3. Hold down SHIFT and right-click in the drawing area, click Node.
4. In the drawing area, click to specify a point on an open port (pipe or nozzle) on the xref.
Quick Reference
Commands
PLANTREMOVEORPHANFASTENERS


Copy Plant 3D Objects



Bottom of the Page
Procedure
You can use the clipboard to copy and paste Plant 3D objects.

When you copy a Plant 3D object, the tag is assigned a question mark ( ? ). If the object is a pipe
component, the line number is set to Unassigned.
To connect to existing pipe, you must use a port location as your base point.
NoteIf the drawing is not in the current project, you can copy Plant 3D objects only to the clipboard. You
cannot modify or create Plant 3D objects in a drawing that is not in the current project.
Procedure
To paste a pipe component into an existing line

1. At the Command prompt, enter copybase.


2. Hold down SHIFT and right-click in the drawing area, click Node.
3. Click to specify a point on the pipe at a port (the port does not have to be open).


4. In the drawing area, select the pipe components you want to copy.
5. Press ENTER to finish selection.
6. At the command prompt, enter pasteclip.
7. Hold down SHIFT and right-click in the drawing area, click an object snap (for example: Near).
8. In the drawing area, click to specify a point at the new location.




3D MODEL
Create and Modify a 3D Model



With AutoCAD Plant 3D, you can create a 3D model of piping systems. You can add pipe, equipment,
structural components, and pipe supports to the model. You can view your model in Navisworks while
you are creating it.

Topics in this section


Create and Modify Equipment
In AutoCAD Plant 3D, you can create and modify 3D models of plant equipment such as tanks,
pumps, boilers, and filters.
Create and Modify Structure
You can create a structural model in your AutoCAD Plant 3D drawing.
Create and Modify Piping
Set the pipe spec and line number, route pipe, place valves and other specialty items in the 3D
model.
Create and Modify Pipe Supports
You can create and connect pipe supports to pipe in a 3D model.
Control the Plant 3D Model Display
You can change the display style to show realistic and wireframe visual styles. You can also show or
hide individual Plant 3D objects. You can also view your model in Navisworks.


Set Visibility of Plant 3D Objects



Bottom of the Page
Procedure
Quick Reference
You can set the visibility of all Plant 3D objects, including pipe, equipment, and structure.

When you want to work without visual interference from other objects in large drawings, you can hide
Plant 3D objects.
NotePlant 3D visibility control is separate from AutoCAD layer visibility.
Procedure
To hide Plant 3D objects

1. In the drawing, select the Plant 3D objects you want to hide.


2. On the ribbon, click Home tab Visibility pane Hide.
To display only selected Plant 3D objects

1. In the drawing, select the Plant 3D objects you want to display.


2. On the ribbon, click Home tab Visibility pane Hide Others.
Quick Reference
Commands
PLANTISOLATE
PLANTHIDE
PLANTSHOWALL

Control the Visual Style of the Plant 3D Model



Bottom of the Page
Procedure
When you use a wireframe visual style, you generally configure display settings that are different from
those set for a realistic visual style. Configuring visual style settings can benefit display appearance and
performance.


Default display settings show isolines when using a wireframe visual style.


You can configure the wireframe visual style to display true silhouettes. If you change back to a realistic
visual style, you can turn off silhouettes to improve display performance.
For more information, see Shade a Model and Use Edge Effects.
Procedure
To turn on silhouettes for wireframe display

1. On the ribbon, click Home tab Visual Styles pane Visual Styles Manager.
2. In the Visual Styles Manager palette, click Available Visual Styles in Drawing 2D Wireframe.
3. In the Face Settings Draw True Silhouettes list, click Yes.
4. In the Countour Lines box, enter 0 (zero).
5. At the Command prompt, enter regen.
NoteThe 2D wireframe silhouette and isoline display settings also affect the 3D wireframe
settings.

Topics in this section


Maximize Plant 3D Display Performance
You can set system variables to maximize display performance.


Create and Modify Piping



Set the pipe spec and line number, route pipe, place valves and other specialty items in the 3D model.

Topics in this section


Select a Pipe Spec
When you are routing pipe and adding pipe fittings or valves to a model, you start with a pipe spec.
Create Piping
You can create piping by specifying the start point, continuing from an open port, or converting
centerline objects into piping.
Route Piping
You can position pipe and pipe fittings in your model by choosing precise segment and fitting
locations or by setting up the program to calculate the fitting type and location.
Modify Piping
After pipe and pipe fittings have been placed in the drawing, you can move connected pipe and
change part properties.
Place Piping Components
Pipe directional fittings can be added automatically as you route pipe. You can also choose piping
components from the piping spec.
Create Custom and Placeholder Parts
You can create and add parts to a pipe line that are not in the pipe spec.
Assign Tags
You can assign tags in the 3D model similar to the way you tag in P&ID drawings.
Insulate Piping
You can add insulation to a pipe line by setting insulation properties and using a display command to
control insulation visibility.
Work with External Reference (Xref) Drawings
You can connect to the open port of pipe, pipe fittings, and equipment nozzles that are in a
referenced (xref) drawing. When you connect to an xref, fittings and fasteners are added to the
current drawing.
Copy Plant 3D Objects
You can use the clipboard to copy and paste Plant 3D objects.

Select a Pipe Spec



Bottom of the Page
Procedure
When you are routing pipe and adding pipe fittings or valves to a model, you start with a pipe spec.

A 3D piping model is spec-driven; it references piping components listed in a pipe spec. When you work
with piping in a 3D model, the pipe spec provides the material, rating, and connection details.
Spec files are created using the Specs and Catalogs Editor. For more information about pipe specs, see
Introduction to Specs and Catalogs.

In combination with the project joint settings, the pipe spec determines which fittings and fasteners are
used when connecting and routing pipe. For example: it specifies the socket weld fittings for pipe under
3. Each pipe segment and fitting in the model originates from a pipe spec, except for custom parts.

Create a Tool Palette from a Spec

You can add frequently used parts to the tool palette. Before you can insert parts from the tool palette,
you first add the parts to the tool palette.
For information on placing parts, see Tool Palettes.
You add parts to the tool palette using the Spec Viewer or by dragging a part from the model to the tool
palette. You can also create a tool palette for the parts by right-clicking an existing tool palette and
clicking New Palette.
See Work With Specs in a Plant 3D Model to add parts to the tool palette.
Procedure
To select a pipe spec

1. On the ribbon, click Home tab Part Insertion panel Spec Selector drop-down list.
2. In the drop-down list, click a pipe spec (for example: CS300).

To view a pipe spec


1. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
2. In the Spec Viewer, in the Spec list, click a pipe spec (for example: CS300).

Topics in this section


Set Line Numbers
You can assign a line number to group pipe segments and fittings in the 3D model.

Set Line Numbers



Bottom of the Page
Procedure
Quick Reference
You can assign a line number to group pipe segments and fittings in the 3D model.

Pipe segments and fittings are grouped based on a line number. You can assign a line number before
routing pipe. You can use the line number to select pipe in the model. For more information, see Select
Piping.
You can use the P&ID Line List to create pipe using a line number. The line number is assigned in the
model if the line number tag formats are compatible. For more information, see Route Pipe Based on P&ID
Line Numbers.

You can assign line numbers globally, by name, using the Data Manager to rename the line number.
When you create pipe that is assigned to a line number, you can set the layer name that the pipe is
created on to include the line number in the name. For more information, see Configure Automated Layer
and Color Assignments.

Understand the Line Number Format

The default line number format includes only the line number property (for example: 101).
You can set the line number format in the P3d Line Group class. For more information, see Set Up Tag
Formatting. If you set the line number format to Spec-Service-Line, you can assign the following line
number: CS300-P-101.
Pipe lines in a P&ID drawing and a model are independent of each other and are not linked. You can
check for property differences by validating matching line numbers, but the values are not linked. For
more information, see Validate the 3D Model.

Compare P&ID Line Groups and Line Numbers in the Model


In a P&ID drawing, the line number is a property of the line group. Any pipe line segment or component
that belongs to the same line group has the same line number.
P&ID line groups are managed as a unit. You can add lines and components to the group (for example:
using slgroupedit). When you change the line number of a group in a P&ID drawing, the line number
changes for all lines and components in the group.
In a Plant 3D drawing, if you select a single piece of pipe and change its line number, connected pipe
and fittings do not change. The Properties palette does not allow you to set a line number if selected
items are not connected.
Procedure
To change a pipe line number

1. In a Plant 3D drawing, select one or more pipe components that are connected end to end.
2. Right-click in the drawing area. Click Properties.
3. In the Properties palette, click Plant 3D Tag Line Number Tag.
NoteThe Line Number Tag list cannot be set in the Properties palette if the selected pipe is not
connected.
4. In the Line Number list, click New.


5. In the Assign Tag dialog box, in the box labeled TargetObject.Number, enter the line number
(for example: 105).

6. Click Assign.
To rename a pipe line number

1. On the ribbon, click Home tab > Project panel > Data Manager.
2. In the Data Manager, in the drop-down list, click Current Drawing Data.
3. In the tree view, expand Area. Click Pipe Lines.


4. In the data view, double-click in the Tag column of the line number that you want to change.
5. In the Assign Tag dialog box, in the box labeled Number, enter the line number (for example:
105).

6. Click Assign.
NoteExclusive project access is required to change the line number using Data Manager.
Renaming a line number can modify more than one project drawing.
Quick Reference
Commands
PLANTPIPEADD
SLGROUPEDIT
P&ID Line List

Create Piping



Bottom of the Page
Procedure
Quick Reference
You can create piping by specifying the start point, continuing from an open port, or converting
centerline objects into piping.

By default, the points you specify are on the center line of the pipe, but you can choose from a number
of alignments (for example: bottom of pipe). For more information about aligning pipes, see Offset Pipe
Placement.

Fittings (for example: elbows) are added when you change direction while continuing to route pipe from
the previous end point.

In addition to specifying the end point in the model, you can type a distance to specify the position of the
next fitting. For more information about the tools and procedures that help you place pipe at exact
locations see Precision Location.


When you change direction, you can pick a point that aligns with the next pipe segment. Pipe length is
cut back for the fitting.
As you add pipe segments, the pipe spec provides a list of fittings available to make the connection. If
more than one fitting is available, a default fitting is selected based on the part use priority. For more
information about fitting priority, see Modify Specs.
You can attach pipe to equipment nozzles using node object snap. Connection hardware (for example:
a weldneck flange, gaskets, and bolts) is added from the pipe spec, based on the size and type of the
nozzle.
You add a pipe using the ribbon, a Continuation grip, the spec viewer, the tool palette, or the
plantpipeadd command.

Create Pipe From a Centerline


It can be easier to draw a piping centerline than to route piping directly. You can convert a centerline,
which is drawn using AutoCAD objects, into pipe and fittings.
Procedure
To create a piping with a new line number

1. On the ribbon, click Home tab Part Insertion panel Pipe Spec list.
2. In the list, click Route New Line.
3. In the Assign Tag dialog box, do the following:

In the box labeled TargetObject.Number, enter the line number (for example: 101).
To create an unassigned pipe line, leave this box blank.
In the Spec list, click a spec (for example: CS300).
In the Size list, click a size (for example: 6).


Click Assign.
4. In the drawing area, click to specify the location for the start point of the pipe.
5. Click to specify the next point of the pipe.
6. Press ENTER to finish routing pipe.
To create piping using ribbon settings

1. If the pipe spec, size, or line number are not set in the ribbon, do the following:

On the ribbon, click Home tab Part Insertion panel Spec Selector drop-down list.
In the drop-down list, click a pipe spec (for example: CS300).

In the Pipe Size Selector drop-down list, click a pipe size (for example: 4).
NoteYou can click the button next to the size drop-down list to display component size only
in project units or in both Imperial and metric units when the project and component units
differ.

In the Line Number Selector drop-down list click a line number (for example: 101 or
Unassigned).

2. On the ribbon, click Route Pipe.
3. In the drawing area, click to specify a location for the start point of the pipe.


4. Click to specify the next point of the pipe.
5. Continue clicking in the drawing to specify any additional points of the pipe.
6. Press ENTER to finish routing pipe.
To create piping from centerline objects

1. Draw centerline objects. You can use lines, arcs, and polylines. Centerline objects can change
elevation.


2. If the pipe spec, size, or line number are not set in the ribbon, do the following:
On the ribbon, click Home tab Part Insertion panel Spec Selector drop-down list.
In the drop-down list, click a pipe spec (for example: CS300).

In the Pipe Size Selector drop-down list, click a pipe size (for example: 6).
3. On the ribbon, click Home tab Part Insertion panel Line to Pipe.
4. If you want to retain (not erase) centerline objects after conversion, do the following:
Enter e (Erase).

Enter n (No).
5. Select the centerline objects.

Quick Reference
Commands
PLANTPIPEADD
PLANTCONVERTLINETOPIPE

Topics in this section


Use the Continuation Grip

Use the Continuation Grip



Bottom of the Page
Procedure

You can continue a route or create a branch using a Continuation grip. Continuation grips are available
from pipe, pipe fittings, and nozzles.


Equipment nozzles have Continuation grips.

When you use a Continuation grip, the initial pipe size and direction are assumed. When continuing
from a pipe or pipe fitting, the pipe spec and line number are also assumed.
Continuation grips are available at open ports, and at default branch locations (For example: the middle
of a pipe segment). A continuation grip does not appear if the port is in an xref, or the port is connected
to from another project drawing as an xref.
If a nozzle is incompatible with the current pipe spec an error message displays and a connection is not
made. When you change the pipe size, a reducer is inserted, if one is listed in the pipe spec.
Procedure
To create piping starting from an equipment nozzle

1. If the pipe spec or line number are not set in the ribbon, do the following:

On the ribbon, click Home tab Part Insertion panel Spec Selector drop-down list.
In the drop-down list, click a pipe spec (for example: CS300).

In the Line Number Selector drop-down list click a line number (for example: 101 or
Unassigned).


2. In the drawing area, select an equipment object that has a nozzle.


3. Click the Continuation grip.

4. In the drawing area, click to specify the next point of the pipe.
5. Press ENTER to finish routing pipe.

Route Piping



Bottom of the Page
Procedure
Quick Reference
You can position pipe and pipe fittings in your model by choosing precise segment and fitting locations
or by setting up the program to calculate the fitting type and location.

A number of placement tools and settings are available to help you position pipe and pipe fittings,
including pipe grips and the compass.

Use Pipe Grips

You can route pipe from the open port of selected pipe using a Continuation grip. You can also use a
Move grip to locate and stretch pipe.
Use the Move grip at the end of a pipe segment to change the length of the selected pipe.
In addition to routing pipe, you can use the Continuation grip at an open port to add an elbow. If you use
a Continuation grip that is not at an open port, a branch is created.
Pipe segments have a branch Continuation grip in the middle of the segment. Pipe fittings also have
branch Continuation grips. For example: an elbow has a branch Continuation grip that allows you to
convert the elbow into a tee.
For more information about grips, see Plant 3D Grips.

Route Pipes Using the Compass


Use the compass to route pipe at precise angles.
NoteThe points that you specify using the compass are restricted to the routing plane. You can disable
the compass to specify a point that is not on the routing plane.

The compass displays tick marks on a circle. You can set the angle between tick marks, change the
size of the compass, or turn off the compass.
NoteThe compass snap increment is also used in response to the Specify Rotation Angle prompt (for
example: when using the rotation grip). You can disable the compass angle snap to use the exact
rotation specified.


When you add a fitting, the compass tick marks are set to match the available fitting angles in the pipe
spec.

You can set a tolerance angle to allow for slight angle variations when connecting pipe end to end, or
adding a fitting. For example: you can specify a 91 degree angle using a 90 degree elbow.
If you turn the tolerance angle on, the compass displays tolerance angle tickmarks. By default, the
tolerance angle is off.

Offset Pipe Placement

When routing pipe, you can specify eight offset directions in addition to the center line. If you set the
offset to Bottom of Pipe (BOP), you can then specify support locations directly.
Offset is relative to your routing direction: it is not absolute. When you route pipe in a vertical direction,
the BOP alignment is relative to a wall. You can
Set the alignment and the offset in the ribbon before routing pipe.
Set or change alignment from the command line while routing pipe.
If you want to use object snap while offset routing to specify a point on a pipe, but do not want to
connect to the pipe, you can turn off plantoffsetconnect.

Precision Location

You can specify precise object snap points when Continuation grips are not available or not at a desired
location.
In general, if you want to connect to pipe when you are routing you use object snap to specify an exact
location.
You can use node or end object snaps to connect to the end of another pipe. If you want to connect to a
pipe at a right angle, use the perpendicular object snap. Use the near object snap to specify a point that
is on the pipe center line.
NoteUse Node object snap to connect to nozzles.
For more information on object snaps, see Snap to Locations on Objects (Object Snaps).


You can use tracking to specify a point that aligns with another point. For more information, see Track to
Points on Objects (Object Snap Tracking).

You can enter a distance (pipe length) to specify the next point. For more information, see Enter Direct
Distances.

If you want to snap to an object and maintain your current elevation, you can use Elevation Snap.
For example, you can connect to vertical pipe.

Use Routing Solutions


If you specify connection and the endpoints are not in-line, AutoCAD Plant 3D can route pipe and add
fittings to complete the connection. You can choose from multiple solutions if multiple paths are
available.
Procedure
To set node object snap mode for pipe routing

1. On the status bar, right-click Object Snap.


2. In the shortcut menu, click Settings.
3. Check Node.


When you click in the drawing to specify a point near a pipe end or equipment nozzle, you will
snap to the center of the port.
4. Click OK.
To continue a pipe line

1. In the drawing area, select a pipe that has an open port.



2. Click the Continuation grip at the end of the selected pipe.


3. In the drawing area, click to specify the next point of the pipe.
4. Press ENTER to finish routing pipe.


To finish a route at an open port

1. This procedure begins with pipe routing in-progress.


If you are not at the Specify Next Point prompt do the following:
On the ribbon, click Home tab Part Insertion panel Route Pipe.
In the drawing, click to specify a start point.


2. Hold down SHIFT and right-click in the drawing area, click Node.
3. Move your mouse over an open port. Click the Node object snap.


If a path to the open port cannot be found, you cannot continue this procedure. You can use
precision placement to align the pipe route with the port (For example: route the pipe to a
matching elevation) and start this procedure again.
4. If multiple solutions are available do the following:

At the command prompt, enter n (Next).



Continue pressing ENTER until the solution that you want to use displays.
At the command prompt, enter a (Accept).


To change elevation while routing

1. This procedure begins with pipe routing in-progress.


If you are not at the Specify Next Point prompt do the following:
On the ribbon, click Home tab Part Insertion panel Route Pipe.
In the drawing, click a start point.


2. On the ribbon, in the Elevation & Routing Line panel, click the down arrow to expand the panel.
3. In the Elevation box, enter an elevation (for example: 36).
4. In the drawing, click to specify a point at the new elevation.
5. Continue clicking in the model to specify any additional points of the pipe.
6. Press ENTER to finish routing pipe.


To route with offset alignment

1. On the ribbon, click Home tab Elevation & Routing Line Center (current alignment).
2. Click a justification from the drop-down list (for example: Bottom Left).
3. On the ribbon, in the horizontal Offset box, enter a horizontal offset (for example: 24).
You can use a negative number to offset in the opposite direction.
4. On the ribbon, click Part Insertion panel Route Pipe.
5. In the drawing, click to specify a start point that is aligned with another object (for example: at a
wall).
6. In the drawing, click to specify the next point of the pipe (for example, at a wall corner).


7. At the command prompt enter p (plane). In the drawing, click to specify the next point of the
pipe.

Quick Reference
Commands
PLANTCOMPASS
System Variables
PLANTOFFSETCONNECT

Topics in this section


Route pipe at a slope
Apply slope as you route horizontal pipe.
Create a Branch
Create or connect a branch segment to a header.


Route pipe at a slope



Bottom of the Page
Procedure
Quick Reference
Apply slope as you route horizontal pipe.

When you specify points for a pipe route at the same elevation, AutoCAD Plant 3D can roll or cutback
elbows to apply a desired slope.

A slope glyph displays in the compass to indicate piping is sloped while routing.
You can apply slope to pipe that is in the model using the plantpipeslope command.
Procedure
To route new pipe at a slope

1. On the ribbon, click Home tab Slope panel Slope Rise.


2. In the Slope Rise box, enter a slope rise (for example: 1).
3. In the Slope Run box, enter a run length (for example: 120).
4. On the ribbon, click Part Insertion panel Route Pipe.
5. In the drawing, click to specify a start point.
6. In the drawing, click to specify a point at the same elevation.
7. Press ENTER to finish routing pipe.
To apply slope to existing piping

1. In the drawing area, select a piping component.


2. Right-click in the model.
3. In the shortcut menu, click Pipe Slope Editing.
4. In the Edit Slope dialog box, click the start point button. Select a highlighted piping component
near the point that you want to begin slope.
Connected piping components highlight when you specify start and end points.
5. Click the end point. Select a highlighted piping component near the point that you want to end
slope.


6. In the Calculation list, click Slope. The Slope calculation allows you to set start and end
elevations. You can also use Start Elevation or End Elevation to enter a slope angle or rise.
7. In the End Elevation box, enter an elevation (for example: 2-6).

8. Click OK.
Quick Reference
Commands
PLANTPIPESLOPE
System Variables
PLANTSLOPETHRESHOLDANGLE

Create a Branch



Bottom of the Page
Procedure
Create or connect a branch segment to a header.

You can use the Continuation grip in the middle of a header pipe segment to begin routing a branch.
You can create a branch using object snap to route into another pipe.
For precise placement of the branch segment, you can select and move the branch fitting up or down
the header. The connected branch moves with the fitting.
The branch table in the pipe spec identifies the fittings (if any) and fasteners that are used when you
connect to another pipe. For example: a tee when connecting to a pipe of the same size, or an o-let
when branching to a smaller pipe. For more information, see Modify Branch Tables.
Procedure
To create a tee branch

1. In the drawing, select a pipe.


2. Near the middle of the pipe, click the Continuation grip.


3. In the drawing, click to specify the next point of the branch.
4. Press ENTER to finish routing pipe.
To create a stub-in branch

1. On the ribbon, click Home tab Part Insertion panel Route Pipe.
2. In the drawing, click to specify a start point.
3. At the command prompt, enter st (STub-in).
4. Hold down SHIFT and right-click in the drawing area, click an object snap (for example:
Perpendicular).
5. In the drawing, click to specify a point on the pipe header.

To create an o-let branch

1. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
2. In the Spec Sheet, click to select an o-let (for example: sockolet).
3. In the Pipe Spec Viewer, click Insert in Model.
4. If the insertion point is not located at the desired port, press CTRL.
5. Hold down SHIFT and right-click in the drawing area, click an object snap (for example:
Midpoint).
6. Click to specify a point on the pipe line to snap to.
7. Click an o-let rotation or press ENTER for zero.
8. Press Enter.
9. In the drawing area, click the o-let to select it.
10. Click the Continuation grip on to create a branch.
11. In the drawing area, click to specify the next point of the branch.


12. Press ENTER to finish routing pipe.
To branch from fittings

1. In the drawing area, click a fitting (for example: an elbow).



2. Click a branch Continuation grip.
A Continuation grip that is not located at an open port is a branch Continuation grip.
3. In the drawing area, click to specify the next point of the branch.


4. Press ENTER to finish routing pipe.
To branch from a precise distance down a header

1. On the ribbon, click Home tab Part Insertion panel Route Pipe.
2. Hold down SHIFT and right-click in the drawing area, click From.


3. Hold down SHIFT and right-click in the drawing area, click Node.
4. Click to specify a point at end of a header.
5. Hold down SHIFT and right-click in the drawing area, click Nearest.
6. Move your mouse over the header to display the osnap glyph (do not click).


You are now tracking down the header.
7. Enter a distance to create the branch (for example: 24).
8. In the drawing area, click to specify the next point of the branch.


9. Press ENTER to finish routing pipe.
NoteIf you see the message No Endpoint Found for Specified Point when using From and
Nearest object snap together, you can increase aperture size or zoom out. The Nearest glyph
should be visible when the mouse is directly over the pipe center line.

Modify Piping



Bottom of the Page
Procedure
After pipe and pipe fittings have been placed in the drawing, you can move connected pipe and change
part properties.

If you modify the location, spec, or size of pipe, AutoCAD Plant 3D will attempt to retain pipe
connections. If you make a change that cannot be resolved, the connection is marked with a property-
mismatch glyph, or it is disconnected.
AutoCAD Plant 3D provides a number of tools you can use to modify pipe.

Substitute Parts

You can use the Substitution grip to replace compatible parts.


A compatible part has the same size and type (for example: you can substitute a gate valve with a ball
valve).

Using Alignment Lines to Help Move Pipe

You can use alignment lines as visual tools. When you select pipe in the drawing, alignment lines
display along the axis of connected pipe.

Alignment lines help you to identify connected pipe, and to determine which direction you can move the
pipe.
When you use a Move grip, you move the pipe axis and all connected parts that share the axis.
Conceptually, this is the same as stretching alignment lines with Ortho mode on.

Changing Part Properties


You can use the properties palette to change pipe and fitting properties.
You can change a part in the drawing by modifying the size or spec property. If you change a part,
AutoCAD Plant 3D can retain connections by adjusting adjacent fittings. For example: changing the pipe
size adds (or removes) reducers.
You can change the property value of multiple items at once. Selecting all connected items before you
change size or spec allows you to avoid temporary incompatibilities that can add unnecessary fittings or
cause disconnections.
For more information on selecting connected pipe, see Select Piping.
You can also change properties using the Data Manager.

Update a Pipe Spec


You can update the drawing when a change is made to a spec (extension .pspx) file.
Fitting geometry, material properties, and connection type (endcode) are set in the pipe spec. If a part is
unavailable in a spec, a placeholder part is used.
For more information, see Update a Spec in a Plant 3D Model.
Procedure
To move pipe using grips

1. In the drawing area, click an elbow to select it.


Alignment lines display on connected pipe.
2. Click a move part grip.

3. Specify a location to move the elbow to (for example: to the left).


You can move the elbow only in a direction that is perpendicular to an alignment line.
To connect adjacent piping

1. At the command prompt, enter plantconnectjoint.


2. In the drawing area, select a part with an open port.
3. Select a second part that has an open part at the same location.


The disconnect glyph no longer displays.
To change pipe size or spec

1. In the drawing area, select one or more pipe or fitting objects.


2. Right-click in the model.
3. In the shortcut menu, click Properties.
4. If you want to change the pipe spec do the following:
In the Properties palette, click Plant 3D group Spec.
In the Spec list, click a pipe spec.


In the Properties palette, click Plant 3D group General NominalDiameter.

In the NominalDiameter list, click a different size.

Topics in this section


Lock Piping
You can lock pipe after it has been positioned to meet your design requirements.
Select Piping
You can select connected pipe, or select pipe using the line number.

Lock Piping



Bottom of the Page
Procedure
You can lock pipe after it has been positioned to meet your design requirements.

You can lock piping component placement individually, or lock an entire line by line number.

Locked Component
When you lock component placement, modifications to connected components will not move the locked
component. You are allowed to modify the properties of a component that has locked placement. You
can also change component location if you edit the component directly (for example: using the Move
grip).

A component with locked placement displays a lock glyph when it is selected.


If you move a connected part the axis of the locked part does not change. Locked pipe can be
shortened (or lengthened) to accommodate new fittings, but the axis does not change. If you move parts
that are connected to a locked pipe segment, one or more jogs are inserted, if necessary, to avoid
breaking the connection.

Locked Line Number

When you lock a line, you cannot modify the location or properties of any component in the line. This is
similar to the line being on a locked layer.

When piping is locked by line number, the line number displays a lock glyph in the ribbon.


You can lock a line number in Data Manager, or in the Isometrics tab of Project Manager.
Procedure
To lock a line number

1. On the ribbon, click Home tab Project panel Data Manager.


2. In the Data Manager, in the drop-down list, click Current Project Data.
If the current drawing contains the line number, you can use Current Drawing Data instead.
NoteExclusive project access is required to lock the line number. Locking a line number can
modify more than one project drawing.
3. In the tree view, expand Area. Click Pipe Lines.
4. Right-click the line number that you want to lock (for example: 101). Click Lock Line.


To lock or unlock individual piping components

1. In the drawing area, click to select one or more Plant 3D objects.


2. Right-click in the model.
3. In the shortcut menu, click Lock/Unlock Placement.

A lock glyph displays or hides in the model.



Select Piping



Bottom of the Page
Procedure
You can select connected pipe, or select pipe using the line number.

You can select all parts that have the same line number, or all connected parts that have the same line
number. For information on setting a line number, see Set Line Numbers.
Procedure
To select connected pipe

1. In the drawing area, click to select one or more pipe components.


2. Right-click in the model.
3. In the shortcut menu, click Append to Selection Connected Parts All Connected Parts.
Place Piping Components



Bottom of the Page
Procedure
Quick Reference
Pipe directional fittings can be added automatically as you route pipe. You can also choose piping
components from the piping spec.

When you route, elbows are added when you change direction. Tees, o-lets, and other fittings are
added when a branch is created. Flanges are added to pipe when connecting to another flanged fitting.
Pipe fittings must belong to the pipe spec or must be created using the Custom Parts Window. AutoCAD
Plant 3D does not support attaching AutoCAD objects, such as block references, into a pipe line. You
must first convert them to Plant 3D objects. For more information on creating block based components,
see Create Block Based Piping Components.
NoteANSI and DIN (Imperial and Metric) components can be connected, depending upon the project
configuration. Consult your CAD manager to see if ANSI/DIN connections are possible in your project.

Using Fitting Grips


Fittings have a flip and rotation grip, in addition to all the grips available on a pipe segment. You can
orient a fitting by flipping and rotating using grips. For more information about grips, see Grips.

Erasing Connected Fittings

When you erase pipe or pipe fittings, the fittings and fasteners that were automatically placed are also
erased.
To delete only the selected fittings, hold the CTRL key when erasing.

Automatic Placement of Pipe Fittings


Pipe fittings are placed at joints when routing pipe and changing direction.
The pipe spec and project connector settings determine how fittings are selected when routing. The
pipe spec provides the part detail (including end type). The connector settings control what joint is used
to connect the parts. For more information, see Configure Connectors.
Procedure
To place piping components while routing

1. At a plantpipeadd prompt, enter i (Insert).


2. In the Part Placement dialog box, click a category icon.


3. In the Class Types list, click a component description (for example: Ball Valve).
4. In Available Piping Components, click component (for example: Ball Valve, Long Pattern,
300LB, RF).


5. Click Place.
6. If you want to specify a different connection port, enter n (orieNtation).
You can continue to enter n to cycle through all ports.
7. If you want to specify the center of the valve, enter i (Insertionpoint).
8. Specify a point to place the valve.
9. Click to specify a component rotation or press ENTER for zero.


To roll an elbow while routing

1. In the drawing area, select a pipe that has an open port.


2. At the end of the pipe, click a Continuation grip.
3. At the command prompt, enter r (Rollelbow).
4. In the drawing area, click to specify an elbow angle (for example: 30).
5. If the compass angle snap is not set to an increment of the desired roll angle, do the following:
On the ribbon, click Home tab Compass panel Snap Increments.

In the Snap Increment list, click a snap increment (for example: 15).
6. In the drawing area, click to specify a roll angle (for example: 30).


7. Press ENTER to finish routing pipe.
To add an elbow using the Spec Viewer

1. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
2. In the Spec Sheet, click to select an elbow (for example: ELL 90 LR).
3. In the Pipe Spec Viewer, click Insert in Model.
4. Hold down SHIFT and right-click in the drawing area, click Node.
5. If the insertion point is not located at the desired port. Press CTRL.
6. In the drawing area, click to specify an open port on a pipe line.
7. Click to specify an elbow rotation or press ENTER for zero.
8. Press ENTER to finish adding elbows.


To erase only selected fittings

1. In the model, click to select a fixture that has connected parts (for example: a blind flange).
2. Press CTRL + DEL.
Only the selected item is erased. For example, the weld-neck on the pipe remains.
Quick Reference
Commands
PLANTFITTINGADD
PLANTCONNECTJOINT
PLANTDISCONNECTJOINT
PLANTREMOVEORPHANFASTENERS
System Variables
PLANTCONNECTIONMARKER
PLANTGRIPEDITMODE

Topics in this section


Place Valves
You can place valves while routing pipe, or place valves from the Spec Viewer or the tool palette.
Understand Endcodes and Joint types
Fittings are chosen based on current spec file, and the joint settings in the project. The spec file
provides the list of available fittings, the priority order in which compatible fittings are selected from
the list (if there are multiple options), and the branch table.

Place Valves



Bottom of the Page
Procedure
Quick Reference
You can place valves while routing pipe, or place valves from the Spec Viewer or the tool palette.


You can place valves while you route piping.


Fitting-to-fitting mode allows you to place adjacent valves without specifying points.
After you have placed the valve, you can pick an actuator using the Substitution grip on the valve.
Procedure
To insert a valve

1. On the ribbon, click Home tab Part Insertion panel Spec Viewer.
2. In the Spec Sheet, click to select a valve (for example: globe valve).
3. In the Pipe Spec Viewer, click Insert in Model.
4. If the insertion point is not located at the desired port, press CTRL.
5. Hold down SHIFT and right-click in the drawing area. Click an object snap (for example:
Midpoint).
6. Click to specify a point on the pipe line.


7. Click a valve rotation or press ENTER for zero.
8. To finish adding valves to the model, press ENTER .
To change a valve operator

1. In the drawing area, click to select a valve.


2. Right-click in the drawing area. Click Properties.
3. In the Properties palette, click Plant 3D Part Properties Valve Operator.

4. In the Operator list, click a valve operator (for example: HandWheel).
To place a valve at a precise distance from a fitting

1. In the Spec Viewer, in the Spec Sheet, click a valve.


2. Click Insert in Model.
3. Hold down SHIFT and right-click in the drawing area, click From.


4. Hold down SHIFT and right-click in the drawing area. Click Node.
5. Click to specify a point on a fitting.
6. Hold down SHIFT and right-click in the drawing area. Click Nearest.
7. Hover the mouse over the header to display the osnap glyph (do not click).


8. If you want to insert at the midpoint of the valve, enter i (Insertionpoint) twice.
NoteWhen you are tracking over a piping component, attachment port and insertion point
options display on the command prompt.
9. Enter a distance to place the valve (for example: 48).
If No Endpoint Found for Specified Point displays when using the Near object snap, you can
increase aperture size or zoom out. To snap correctly, the Nearest osnap glyph must be visible
when the mouse is directly over the pipe centerline.

10. Press ENTER to finish adding valves.
To create a valve assembly while routing

1. At a plantpipeadd prompt, enter i (Insert).


2. In the Part Placement dialog box, click the Valves Category icon.


3. In the Class Types list, click a component description (for example: Gate Valve).
4. In Available Piping Components, click component (for example: Gate Valve, Solid Wedge,
300LB, RF).
5. Click Place.
6. At the command prompt, enter f (Fitting-to-fitting).

7. Click to specify a component rotation or press ENTER for zero (for example: 45).
8. At the command prompt, enter i (Insert).
9. In the Class Types list, click a component description (for example: Globe Valve).
10. In Available Piping Components, click a component (for example: Globe Valve, 300LB, RF).
11. Click Place.
12. Click to specify a component rotation or press ENTER for zero.
13. Repeat steps 8 - 12 for additional fittings (for example: another gate valve).


Quick Reference
Commands
PLANTFITTINGADD
PLANTPIPEADD
PLANTSPECVIEWER
System Variables
PLANTCONNECTIONMARKER






Understand Endcodes and Joint types





Fittings are chosen based on current spec file, and the joint settings in the project. The spec file
provides the list of available fittings, the priority order in which compatible fittings are selected from the
list (if there are multiple options), and the branch table.

An endcode describes the open end (port) of piping and equipment nozzles. For example, the endcode
of a buttweld elbow is BV (for Beveled). The endcode of an equipment nozzle is typically FL (for
Flanged).
You can use the Properties palette to view the endcodes of piping and nozzles in the drawing. You
cannot change the endcode using the Properties palette.
In general, you do not manipulate endcodes directly. They are a Read-only property of the part used in
the pipe spec or the equipment nozzle.

Default Endcodes
Endcode Description Example Joint (Match)

PL Plain End, Socket Male Socket Weld (SWF)

BV Beveled End Butt Weld

THDM Threaded Male Threaded (THDF)

THDF Threaded Female Threaded (THDM)

SW Socketweld Female Socket Weld (PL)

FL Flanged Flanged

WF Wafer Wafer flanged (FL)

LAP Lap Collar Lapped (PL)

GRV Grooved Grooved (PL)

SO Slip On Slip on weld (PL)

PPL Plastic Plain Fusionweld

PSW Plastic Socket Female Glue (PPL)

LFL Lined Flange

LLP Lined Lap

LUG Lug Flanged (FL)

BELL Bell Bell and spigot (SPIG)

SPIG Spigot Bell and spigot (BELL)


TAP Tap Tap (PL)

Pipe adapts to different end connections. Plain, beveled, threaded male, and grooved end types are all
compatible and adjust to match the joint. For example, if a threaded elbow is connected to a pipe that
has a Port Property of PL for EndType1, the pipe end type connects as THDM.

Create and Modify Pipe Supports





You can create and connect pipe supports to pipe in a 3D model.

Isometric drawings and drawings exported to PCF file format for interference detection include pipe
supports.
You can customize pipe supports by attaching AutoCAD objects. If the support type that you need is not
included in the library, you can convert AutoCAD objects into a custom pipe support type.

Topics in this section


Add Pipe Supports
You can create and connect pipe supports to pipe or components in a 3D model.
Modify Pipe Support Dimensions
Modify the dimensions of a pipe support in the 3D model.
Edit Pipe Supports
You can copy, move, and erase pipe supports.
Create Custom Supports
You can customize supports by attaching AutoCAD objects to a support. You can also create a
custom support type by converting AutoCAD objects into a pipe support.
Work with Sloped Piping
You can attach vertically aligned pipe supports to sloped piping.


Add Pipe Supports



Bottom of the Page
Procedure
Quick Reference
You can create and connect pipe supports to pipe or components in a 3D model.

You create 3D models of pipe supports from a parametric library, as you would create 3D models of
mechanical equipment.
When you connect pipe supports to pipe, the support orientation and size is set from the pipe line. If you
connect a support to sloped piping, the support is oriented along the axis (not the pipe) to align precisely
with a structure or foundation.
A trapeze bar does not connect to a pipe line because it can support multiple pipe lines.
NotePipe supports connect to pipe when the support is created.
You can set pipe support dimensions for each type of support. The outside diameter of pipe is used to
set dimension default values.
If a pipe support contains variable dimensions (for example: shoe height or hanger length), you specify
those dimensions after selecting the insertion point and orientation.

Understand Pipe Support Tagging

You can assign tags to pipe supports. Like other Plant 3D objects, pipe supports are displayed in the
Data Manager.
Pipe support position and type are included in a PCF export, which allows pipe supports to be included
with the pipe line in isometric drawings, for model stress analysis, and for design checking.
Procedure
To add pipe supports

1. On the ribbon, click Home tab Pipe Supports panel Create.


2. In the drawing area, select a pipe or pipe component object.
3. In the Add Pipe Support dialog box, in the drop-down list, click a support type (for example:
Slide Clamped Slide 1).
Default support dimensions are provided based on outside diameter.
4. Click Insert.
5. Press and hold SHIFT. In the drawing area, right-click, and click an object snap (for example:
Nearest).


6. Click a pipe.
7. If the support type requires a rotation, do one of the following:
Press ENTER to indicate zero rotation.

Click to indicate a rotation.


8. Press ENTER to finish adding pipe supports.

To add a dummy leg support

1. On the ribbon, click Home tab Pipe Supports panel Create.


2. In the drawing area, select a pipe or pipe component object.
3. In the Add Pipe Support dialog box, in the drop-down list, click Dummy Leg Dummy Legs.
4. Click Insert.
5. Press and hold SHIFT. In the drawing area, right-click, click Node.


6. Click to specify an Elbow connection point.
7. Press ENTER to finish adding dummy legs.
Quick Reference
Commands
PLANTPIPESUPPORTADD

Modify Pipe Support Dimensions



Bottom of the Page
Procedure
Quick Reference
Modify the dimensions of a pipe support in the 3D model.

You can change the dimensions of a pipe support after it has been created, but you cannot change the
pipe support type.
If you modify a support that has been customized, attached AutoCAD objects are erased. You can first
detach AutoCAD objects and reattach them after the support has been modified.
Procedure
To change pipe support dimensions

1. On the ribbon, click Home tab Pipe Supports panel Modify.


2. In the drawing area, select a pipe support object (for example: a Spring Hanger).


3. In the Modify Pipe Support dialog box, modify a dimension (for example: change height to 36).


4. Click OK.
Quick Reference
Commands
PLANTPIPESUPPORTMODIFY


Edit Pipe Supports



You can copy, move, and erase pipe supports.

If you copy a pipe support, it adjusts to match the size of the pipe it is copied to. If the pipe support is
copied into space, it is disconnected.
You can move a pipe support from one pipe line to another.
If a pipe support is not attached to pipe, it displays a disconnect glyph.
NoteUse grips to edit pipe and connected supports. If you use the AutoCAD move command, pipe
supports do not move unless pipe and supports are both selected.
If pipe is moved using grips, connected pipe supports move with the pipe. If pipe is erased, connected
pipe supports are erased by default.

Create Custom Supports



Bottom of the Page
Procedure
Quick Reference
You can customize supports by attaching AutoCAD objects to a support. You can also create a custom
support type by converting AutoCAD objects into a pipe support.


You can create a custom pipe support type such as a pick-up.
A custom pipe support type cannot contain other pipe supports, pipe, or pipe components. Only
AutoCAD objects can be converted into a custom pipe support type. You can explode a pipe support to
obtain AutoCAD objects from it.
If you want to reuse a custom support, add it to the tool palette.
Procedure
To attach AutoCAD objects to a pipe support

1. On the ribbon, click Home tab Pipe Supports panel Attach Support.
2. In the drawing area, select a pipe support object (for example: a Simple Support).


3. Select one or more AutoCAD objects to attach (for example: an AutoCAD cylinder).
To detach AutoCAD objects from a pipe support
1. On the ribbon, click Home tab Pipe Supports panel Detach Support.
2. In the drawing area, select a customized pipe support object.
To create a custom pipe support type

1. On the ribbon, click Home tab Pipe Supports panel Convert Support.
2. In the drawing area, select one or more AutoCAD objects.
3. Press and hold SHIFT. In the drawing area, right-click, click an object snap (for example:
Nearest).
4. Click a pipe or pipe component.
Quick Reference
Commands
PLANTPIPESUPPORTATTACH
PLANTPIPESUPPORTCONVERT
PLANTPIPESUPPORTDETACH

Work with Sloped Piping



Bottom of the Page
Procedure
You can attach vertically aligned pipe supports to sloped piping.


Pipe supports that attach to a foundation or structure align in a precise horizontal or vertical orientation
when attached to sloped pipe.
Procedure
To add pipe support to a sloped pipe

1. On the ribbon, click Home tab Pipe Supports panel Create.


2. In the drawing area, select a pipe object that has a slope.
3. In the Add Pipe Support dialog box, in the drop-down list, click a support type (for example:
Dual Clamp Stanchion).
4. Click Insert.
5. Press and hold SHIFT. In the drawing area, right-click, click an object snap (for example:
Nearest).
6. Click a pipe.
7. Do one of the following:
Press ENTER to indicate zero rotation.
Click to indicate a rotation.
8. Press ENTER to finish adding pipe supports.

Create Equipment



In AutoCAD Plant 3D, you can create equipment from parametric patterns or user-fabricated models, or
add custom equipment to a drawing by converting a 3D DWG model from another program.

When you create an equipment model, you define its geometric information, location, orientation, and
non-geometric information (such as an equipment tag or description).

Topics in this section


Create Equipment
AutoCAD Plant 3D includes patterns for some equipment types. You can use these patterns as a
starting point for your own equipment.
Convert Equipment
You can convert AutoCAD or Inventor models to an AutoCAD Plant 3D equipment model.
Add or Modify Nozzles
You can add and modify nozzles on equipment directly in the model.

Create Equipment



Bottom of the Page
Procedure
Quick Reference
AutoCAD Plant 3D includes patterns for some equipment types. You can use these patterns as a
starting point for your own equipment.

Using equipment patterns, you can create your own piece of equipment simply by changing the
dimensions, placement parameters, and placement location in the drawing area.
For example, you can create a centrifugal pump from an existing pattern with a modification to one of
the values. In the illustration on the left, the position for the nozzle discharge (PF1C) of the centrifugal
pump is offset to the right by 4 inches. The illustration on the right shows the nozzle discharge set to 0",
or centered on the pump.


You can also create a pattern by stacking individual shapes onto each other and changing the default
dimensions and placement parameters of each shape. For more information, see Create User-Fabricated
Equipment.
Procedure
To create equipment from an existing pattern

1. On the ribbon, click Home tab Equipment panel Create.


2. In the Create Equipment drop-down list, click an equipment class (for example: Heat
Exchanger). In the flyout menu, click an existing equipment type (for example: Reboiler).
3. (For all equipment types except pumps and strainers) Under Shapes, click Add to add available
shapes for this equipment type, or click Remove to delete an existing shape. Use the Up and
Down arrows to change the stacking order of the shapes.
NoteIn the Shapes list, for vertical equipment, the top-most shape is listed first, and the bottom-
most shape is listed last. For horizontal equipment, the front is listed first and the end is listed
last.
4. Under General, do the following:

(Optional) To assign a tag to the equipment, click in the Tag box. In the Assign Tag
dialog box, in the Type box, enter a type (for example: E for Heat Exchanger). In the Number
box, enter a unique numeric identifier. Click Assign.

To assign a description for this piece of equipment, in the Long Description box, enter a
description (for example: Heat Exchanger - Custom).

To assign an elevation (the vertical distance from the insertion point to the bottom of the
first shape), in the Elevation box, enter a value.
5. Under Shapes, click a shape. Under Dimensions, enter dimension values. Repeat this step for
each shape dimension you want to change.
NoteWhen you click a shape to change its dimension, the shape and its dimension values are
displayed in the preview image.
6. On the Properties tab, view nozzle information and add relevant data for items (such as
Manufacturer, Material, Size, and so on).
NoteAfter you create the equipment, you can add or modify nozzles directly in the 3D model.
7. (Optional) To use this piece of equipment and its data as a template for other equipment pieces,
do the following:
Click Templates.


In the drop-down list, click Save Current Settings as Template.

In the Save Template As dialog box, navigate to the location where you want to save
this template. In the File Name box, enter a template name. Click Save.
NoteYou can also save the template later, after adding or modifying nozzles directly in the
model. The file extension for an equipment template is .peqs.
8. In the Create Equipment dialog box, click Create.
9. In the drawing area, click to place the equipment model or enter coordinates at the desired
insertion point.
10. To orient the equipment model, do one of the following:

To orient the model to the desired position, enter rotation values or use the compass
tool. Press Enter.

Press Enter to accept the default position. You can use AutoCAD commands such as
move, rotate, or 3drotate to further position the equipment.
Quick Reference
Commands
PLANTEQUIPMENTCREATE

Topics in this section


Create User-Fabricated Equipment
For less common pieces of equipment (such as turbine compressors), you can build your own
equipment by selecting and assembling shapes along a vertical or horizontal axis.

Create User-Fabricated Equipment



Bottom of the Page
Procedure
Quick Reference
For less common pieces of equipment (such as turbine compressors), you can build your own
equipment by selecting and assembling shapes along a vertical or horizontal axis.

You define the stacking order of the shapes along the axis, and specify the dimensions and placement
parameters for the equipment. Depending on the shapes, you can also define the number, location, and
dimensions of nozzles.
NoteThe shapes for pumps and strainers are fixed. You cannot add, delete, or change the shape of
these equipment types. However, you can change their dimensions.
As the following illustration shows, you can create a vertical column by placing a large cylinder at the
bottom, a cone stacked above it, a narrow cylinder on top of the cone, and a dish head on the top. You
specify the height, dimensions, and other parameters as you add each shape.


For vertical equipment, shapes are stacked along a vertical axis, from top to bottom. For horizontal
equipment, shapes are stacked along a horizontal axis, from left to right.
The following table lists the shapes that are available for creating user-fabricated equipment.

Shape Preview Image Description Dimensions

Diameter (D)
2:1 Straight
Torispheric A dished, spherical head Flange Height
Head with a flange. (SF)
Torispheric A dished, spherical head
Head with no flange. Diameter (D)

Orientation
Depth (D1)
Width (W)
Height (H)
Diameter (D2)
Eccentricity
Round-to- (E)
Rectangle Rotation (A)

Orientation
Bottom Depth
(D1)
Top Depth
(D2)
Width (W)
Pyramid Height (H)

A head that is one-half of a


sphere. The depth is equal
to half the diameter. Used
for high-pressure vessels
due to its inherent strength.
Expensive to manufacture
because of the higher
surface area, so it is only
Halfsphere used when necessary. Diameter (D)
A head that is in the shape
of an ellipse, such that the
long axis is twice the length Diameter (D)
2:1 of the short axis. The head Straight
Elliptical depth is one-quarter the Flange Height
Head diameter. Has a flange. (SF)

A head that is in the shape


of an ellipse, such that the
long axis is twice the length
of the short axis. The head
depth is one-quarter the
Elliptical diameter. Does not have a
Head flange. Diameter (D)

Diameter (D)
Cylinder Height (H)

Orientation
Bottom
Diameter (D1)
Top Diameter
(D2)
Height (H)
Eccentricity
(E)
Cone Rotation (A)
Depth (D)
Width (W)
Cube Height (H)
Procedure
To create fabricated equipment

1. On the ribbon, click Home tab Equipment panel Create.


2. In the Create Equipment drop-down list, click an equipment class (for example: Vessel). In the
flyout, click New <equipment type> (for example: New Vertical Vessel).
NoteFor most equipment types, you create a piece of equipment that builds on a vertical or
horizontal axis.
3. Click Add to add available shapes for this equipment type. Use the Up and Down arrows to
change the position of the shapes.
4. Under General, do the following:

(Optional) To assign a tag to the equipment, click in the Tag box. In the Assign Tag
dialog box, in the Type box, enter a type (for example: V for Vessel). In the Number box,
enter a unique numeric identifier. Click Assign.

To assign a description for this piece of equipment, in the Long Description box, enter a
description (for example: Vessel-Custom).
To assign an elevation (the vertical distance from the insertion point to the bottom of the
first shape), in the Elevation box, enter a value.
5. Under Shapes, click a shape. Under Dimensions, enter dimension values. Repeat this step for
each shape dimension you want to change.
NoteWhen you click a shape to change its dimension, the shape and its dimension values are
displayed in the preview image.
6. On the Properties tab, add relevant data for items (such as Manufacturer, Material, Size, and so
on).


7. (Optional) To use this piece of equipment and its data as a template for other equipment pieces,
do the following:

Click Templates.


In the drop-down list, click Save Current Settings as Template.

In the Save Template As dialog box, navigate to the location where you want to save
this template. In the File Name box, enter a template name. Click Save.
NoteThe file extension for an equipment template is .peqs.
8. In the Create Equipment dialog box, click Create.
9. In the drawing area, click to place the equipment model or enter coordinates at the desired
insertion point.
10. To orient the equipment model, do one of the following:
To orient the model to the desired position, enter rotation values or use the compass
tool. Press Enter.

Press Enter to accept the default position. You can use AutoCAD commands such as
move, rotate, or 3drotate to further position the equipment.
Quick Reference
Commands
PLANTEQUIPMENTCREATE


Convert Equipment



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Procedure
Quick Reference
You can convert AutoCAD or Inventor models to an AutoCAD Plant 3D equipment model.

Procedure
To convert a 3D DWG model to an AutoCAD Plant 3D equipment model

1. In the Project Manager tree view, right-click the Plant 3D Drawings folder. Click Copy Drawing
to Project.
2. In the Select Drawings to Copy to Project dialog box, navigate to and select the DWG file
containing the objects you want to convert. Click Open.
3. In the Project Manager, double-click the drawing that contains the 3D model you want to
convert.
4. On the ribbon, click Home tab Equipment panel Convert Equipment.
5. In the drawing area, select the objects you want to convert.
6. When you are finished selecting objects, press Enter.

7. In the Convert to Equipment dialog box, click the equipment class you want to assign to the
object (for example: Compressor) so that the converted object is identified in the Data Manager,
on the Properties palette, and in reports. Click Select.
8. To specify the insertion base point, click to place the item in the drawing area.
9. In the Modify Equipment dialog box, on the Equipment tab, do the following:

To create a description for the equipment, in the Long Description box, enter a
description.

To assign a tag to the equipment, click in the Tag box. In the Assign Tag dialog box, in
the Type box, enter a type. In the Expression box, enter a unique numeric identifier. Click
Assign.
10. In the Modify Equipment dialog box, on the Properties tab, add relevant data for items (such as
Manufacturer, Material, Size, and so on).

11. (Optional) To use this piece of equipment and its data as a template for other equipment pieces,
do the following:

Click Templates.


In the drop-down list, click Save Current Settings as Template.

In the Save Template To dialog box, navigate to the location where you want to save
this template. In the File Name box, enter a template name. Click Save.
NoteThe file extension for an equipment template is .peqs.
12. In the Modify Equipment dialog box, click OK.
Quick Reference
Commands
PLANTEQUIPMENTCONVERT
PLANTINVENTOREQUIPMENTCONVERT

Add or Modify Nozzles



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Procedure
Quick Reference
You can add and modify nozzles on equipment directly in the model.
After you have created or modified equipment, you can select the equipment in the model and use the

Add Nozzle grip to add a nozzle . You can also select an existing nozzle and use the Edit Nozzle

grip to modify it .
On fabricated equipment as well as converted 3D solids, you can add nozzles and specify their
positions, directions, and dimensions.
NoteYou can modify pump nozzles, but not add or remove them.
On parametric equipment, you can provide only dimension values for nozzles. The number and position
of nozzles are fixed.
Procedure
To add nozzles to custom equipment

1. After creating or modifying custom equipment, in the model, click a piece of equipment to select
it.

2. Click the Add Nozzle grip .


3. In the dialog box, do the following:

(Optional) Click Tag to expand the dialog and enter tag information for the nozzle.

Filter the nozzle list by clicking the nozzle type (for example: Straight, Bent, Vent, and
Manway).
Filter further by clicking the boxes and selecting values for the properties (for example:
size = 12, unit = in, end type = FL, pressure class = 300).
Under Select Nozzle, click the nozzle to select it.
Click the Change Location button and set the nozzle dimensions.


4. When you are finished, click Close.
5. Repeat these steps to add other nozzles as needed.
To modify nozzles

1. After creating or modifying custom or converted equipment, in the model, click a nozzle to select
it.

2. Click the Edit Nozzle grip .



3. In the dialog box, do the following:
(Optional) Click Tag to expand the dialog and enter tag information for the nozzle.

Filter the nozzle list by clicking the nozzle type (for example: Straight, Bent, Vent, and
Manway).
Filter further by clicking the boxes and selecting values for the properties (for example:
size = 12, unit = in, end type = FL, pressure class = 300).
Under Select Nozzle, click the nozzle to select it.

Click the Change Location button and set the nozzle dimensions.

4. When you are finished, click Close.
5. Repeat these steps to add other nozzles as needed.
To mark nozzles on converted equipment

1. After converting a piece of equipment, in the model, click the equipment to select it.

2. Click the Add Nozzle grip .


3. When prompted, specify the nozzle center and then the nozzle direction.

4. In the dialog box, do the following:

(Optional) Click Tag to expand the dialog and enter tag information for the nozzle.

Filter the nozzle list by clicking the nozzle type (for example: Straight, Bent, Vent, and
Manway).
Filter further by clicking the boxes and selecting values for the properties (for example:
size = 100, unit = mm, end type = FL, pressure class = 1).
Under Select Nozzle, click the nozzle to select it.

Click the Change Location button.

Click Change to adjust the nozzle position and direction, or click Remove to delete the
marked nozzle.

5. When you are finished, click Close.
6. Repeat these steps to add other nozzles as needed.
Quick Reference
Commands
PLANTEQUIPMENTCREATE
Add or Modify Nozzles Dialog Box