Comos Best Practise

Application Example  07/2016
Fast and easy generation of Piping

and Instrumentation Diagrams with
COMOS P&ID using a practical example
COMOS V10.1
https://support.industry.siemens.com/cs/ww/de/view/109480739
Warranty and liability
Warranty and liability
Note The Application Examples are not binding and do not claim to be complete
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Examples do not represent customer-specific solutions. They are only intended
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Table of contents
Table of contents
Warranty and liability ................................................................................................... 2
Table of contents ......................................................................................................... 3
1 Task ..................................................................................................................... 5
2 The solution ....................................................................................................... 7
2.1 Overview of the workflow in this application example .......................... 7
2.2 Example project .................................................................................... 8
2.3 Alternative workflows ............................................................................ 9
2.4 Required software components ......................................................... 10
3 Basics ............................................................................................................... 11
3.1 COMOS – General overview .............................................................. 11
3.2 COMOS P&ID .................................................................................... 13
3.2.1 Range of functions ............................................................................. 13
3.2.2 Benefits of COMOS P&ID .................................................................. 14
4 Configuring the example project ................................................................... 15
4.1 Opening the COMOS database and example project ........................ 16
4.2 Basic COMOS project settings ........................................................... 20
4.2.1 Basic information regarding language setting .................................... 20
4.2.2 Basic COMOS project settings ........................................................... 21
Open project properties ...................................................................... 21
Defining the project structure ............................................................. 22

Defining the revision options .............................................................. 23
Defining the project settings for the process engineering .................. 26
4.3 Converting PFD into P&ID.................................................................. 29
Assigning P&ID templates in the process flow diagram ..................... 29
Converting PFD into P&ID.................................................................. 36
Transferring P&ID objects to the P&ID structure................................ 41
4.4 Updating connected components and pipe sections ......................... 46
4.4.1 Vertical data flow ................................................................................ 46
4.4.2 Horizontal data flow ............................................................................ 51
4.5 Extending the P&ID diagram .............................................................. 57
4.6 Creating templates ............................................................................. 65
4.7 Revisions ............................................................................................ 76
4.7.1 Creating a revision of the P&ID diagram ............................................ 77
4.7.2 Redlining based on the example of a document-spanning
interconnection ................................................................................... 81
Inserting a note ................................................................................... 81
Moving objects to a separate P&ID diagram ...................................... 84
Creating document-spanning references ........................................... 88
Updating the revision note.................................................................. 91
4.7.3 Data sheet revision ............................................................................. 94
Creating a data sheet ......................................................................... 94
Creating a revision of the data sheet ............................................... 101
Exporting the data sheet to Excel .................................................... 102
(Re)importing a data sheet into Excel .............................................. 106
Updating the data sheet ................................................................... 109
4.8 PipeSpec Manager ........................................................................... 120
Starting pipe spec mapping .............................................................. 120
Opening 3D view .............................................................................. 126
Revision rectangles .......................................................................... 128

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Table of contents
4.9 Generating queries ........................................................................... 134

Creating queries ............................................................................... 134
Editing a query ................................................................................. 135
Saving queries .................................................................................. 148
Evaluating the query automatically when opened ............................ 150
4.10 Working in the P&ID diagram ........................................................... 152
4.10.1 Drawing pipes ................................................................................... 152
Creating pipes on the P&ID .............................................................. 152
Defining pipe priority......................................................................... 155
4.10.2 Creating and editing measurement functions................................... 160
Creating measurement functions ..................................................... 160
Editing the measurement function .................................................... 163
4.10.3 Placing and editing components ...................................................... 166
Placing objects from the base object view ....................................... 166
Editing components .......................................................................... 168
4.10.4 Connecting functions via references ................................................ 170
4.10.5 Pipe labels related to the pipe spec (spec break labels) .................. 173
4.10.6 Layer view in interactive reports (e.g., P&IDs) ................................. 176
4.10.7 Status window .................................................................................. 178
4.10.8 Showing the placing information of objects ...................................... 183
5 Conclusion ..................................................................................................... 184
6 Further information ....................................................................................... 185
6.1 Websites ........................................................................................... 185
6.2 Application examples ....................................................................... 185
6.3 Media systems ................................................................................. 185

6.4 FAQs ................................................................................................ 186
6.5 COMOS forum .................................................................................. 186
6.6 Manuals ............................................................................................ 187
7 History............................................................................................................. 188

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1 Task
1 Task
Challenges throughout the complete lifecycle of the plant
Global competition, shorter innovation cycles, tighter regulations regarding safety
and environmental protection and the growing demand for individual products
present enormous challenges to plant designers and operators.
The lifecycle of a plant can be divided into different phases:
 Process design
 Basic and detail engineering
 Commissioning and installation
 Operation and maintenance
 Modernization.
Plant engineering process: From initial process design right through to the operating phase
In the plant design phases there is a number of interdependent planning steps,

which involve the most varied specialist disciplines. These range from process
technology, plant engineering, electrical-, instrumentation-, automation and control
technology, right through to software development. Each of these disciplines
employs different methods and tools.
The process frequently progresses in different planning stages one after another
(serially). The involved parties each edit the engineering data in the format required
for their own work and with the intended software solutions. Then the data and
documents are passed on to the subsequent process step.
Thus there is a number of different data formats and interfaces.
This frequently leads to transmission errors, system discontinuities and
inconsistencies and consequently to increased costs and expenditure of time and
resources.
There is also the risk that errors are not even recognized at all, which then need
to be corrected later on during commissioning at great expense and time efforts.

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1 Task
The possibilities for parallelizing the process by further development of the data
interfaces between the systems are largely exhausted.
Current serial process during plant engineering
Another challenge when operating the plant is to keep the plant documentation
always up to date so that it always corresponds to the current state of the plant.
Objective of this COMOS P&ID application example

This application example is a best practice example and shows you the basic
functions and operating instructions for the COMOS P&ID software solution.
COMOS P&ID is used primarily in the following phases of plant engineering:
 Basic engineering
 Detail engineering
These planning phases include a variety of requirements to improve the

conventional process, save time, reduce costs and conserve resources.
The following requirements should be fulfilled:
 One-time entry and reuse of data by means of centralized data management
and standardized interfaces to external data sources or applications. The aim
is to ensure consistency across all disciplines.
 Full integration of all disciplines involved in the planning of the plant
engineering.
 Traceability of changes across discipline boundaries.
 A uniform database from the first process design right through to plant
operations.
 Recognizing, documenting, reviewing, and releasing data changes.
This application example gives you initial insights on how the software solution
COMOS and in particular
COMOS P&ID fulfill the requirements listed here.
It also explains the benefits of the software.
You can find basic information on COMOS and the product COMOS P&ID in
Chapter 3 "Basics".

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2 The solution
2.1 Overview of the workflow in this application example
2 The solution
2.1 Overview of the workflow in this application example
Overview
The figure below shows the workflow of the COMOS P&ID application example.
The application example is based on project data from the COMOS FEED
application example and will be continued in the application examples COMOS
EI&C *, Logical * and MRO *.
Figure 2-1
These work steps

are described in this
application example.
*Application examples planned, date of availability yet unknown

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2 The solution
2.2 Example project
2.2 Example project

Overview
In the Zip file "109480739_COMOS_P&ID_Best_practice_example_project.zip"
you can find a pre-configured COMOS project based on the application example
"Controlled Plant Engineering from the Outset with COMOS FEED using a
Practical Example".
Note For information on further helpful articles and links, refer to chapter 6 "Further
information" in this document.
Based on the project data resulting from the Process design/FEED phase, you now
further specify the created data and carry out basic and detailed engineering.
In the first step you will learn how to convert a process flow diagram (PFD) into a
Piping and Instrumentation Diagram (P&ID).
Then you should extend it the P&ID. You will find descriptions of basic courses of
action and function processes, such as:
 Basic project settings
 Working on the P&ID diagram

The flow of information

 Exporting and importing data
 Documenting changes (revision management)
 Creating queries
 Simple bulk editing of data
CAUTION The pre-configured application example is for illustrative purposes only and it is
not a fully worked out solution to implement in your plant.
Note The product COMOS P&ID plays a central role in this application example.
You can find information about plant engineering with COMOS FEED, EI&C,
Logical and MRO in the overview of manuals, at the following link:
https://w3.siemens.com/mcms/industrial-automation-systems-simatic/en/manual-
overview/comos-manuals/Pages/Default.aspx
For information on further helpful articles and links,
refer to chapter 6 "Further information" in this document.

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2 The solution
2.3 Alternative workflows
2.3 Alternative workflows

In addition to the above-mentioned linear procedure examples, even more input
sources and further uses of a COMOS P&ID are supported. When no simulation
and no PFD (Process Flow Diagram) are provided by default for the Piping and
Instrumentation Diagram (P&ID),
 it is possible to import a P&ID, e.g. from AUTOCAD (DWG/DXF), Microstation
(DGN) or ISO 15926 compatible Proteus XML files (formerly XMpLant) or from
PDS 2D.
 it is possible to import objects (equipment and piping) and their data (attribute
values) without graphic information, e.g. from Excel lists (XLS/XLSX) or XML.
 it is also possible to reuse complete P&IDs of parts (also called assembly
templates) from previously engineered COMOS projects by copying them –
possibly with an intelligent modular design (with the so-called Engineering
Tasks, formerly eBlocks).
 or create a new P&ID from scratch.

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2 The solution
2.4 Required software components
2.4 Required software components

The application has been created with the following components:
Software components
Table 2-1
Components MLFB/Order number
COMOS V10.1 SP3 Sales and Service contact persons for COMOS Software
(COMOS Platform + solutions (English)
FEED and P&ID license) http://w3.siemens.com/mcms/plant-engineering-
COMOS PipeSpec Manager license software/en/contact/Pages/Default.aspx
(necessary for Chapter 4.8)
Note If you have already purchased COMOS, at the following link you will find
information on how to download COMOS /COMOS Walkinside full versions
and updates or order them on DVD.
https://support.industry.siemens.com/cs/ww/en/view/67811976
For information about further useful articles and application examples refer to
chapter 6 "Further information" of this document.
Note Under certain conditions, if you are using a COMOS database previous to
version 10.1 SP3 (which is based on the COMOS iDB), you won't be able to use
all the features described in this application example, for example:
 Conversion of PFD to a P&ID

 Data flow / information flow
 Data sheets and lists
Sample files and project

The following list contains all the files that are used in this example.
Table 2-2
Components Note
109480739_COMOS_P&ID_best_practice_document_en.pdf This document
109480739_COMOS_P&ID_best_practice_example_project.zip This file contains
a pre-configured
COMOS project.

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3 Basics
3.1 COMOS – General overview
3 Basics
With its unified data platform the integrated software solution COMOS provides
plant design engineers, plant operating personnel, company management, and
solution partners with a continuous flow of data that meet their specific needs
across all project phases.
One requirement for effective plant management is optimum networking and
coordination of all disciplines and departments involved in the engineering and
operation of a plant. The software solution COMOS is the basis for the cooperation
of worldwide collaboration across the entire lifecycle of a plant.
The integrated COMOS software concept is based on object orientation.
Components are described holistically and displayed graphically in their true-to-life
representation. The graphical and data-related description, which includes all data
associated with the component, forms a single unit within the database – the
object. Related data sheets, lists, and other documents are linked to the
corresponding objects.
COMOS product portfolio

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3 Basics
The complete plant information is stored in a central database. As a result,

COMOS allows all disciplines and departments involved in the engineering and
operating phases to always access the same data for a given object. Objects can
be processed in COMOS bidirectional on data sheets as well as in technical
drawings. This means that changes to objects or documents are always available
to every user worldwide, whatever the time zone, and that they are up-to-date and
consistent. The entire plant, right down to the individual components, can be
examined and further developed from a functional and interdisciplinary perspective.
The common data management enables COMOS to perform pooling of data in
parallel working processes and workflows.
From integrated engineering to integrated operations with COMOS
The open system architecture of COMOS can be adapted to exactly meet

company-specific requirements, allows links to third-party systems and can be
integrated into existing EDP (Electronic Data Processing) landscapes.

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3 Basics
3.2 COMOS P&ID
3.2 COMOS P&ID

General information
COMOS P&ID is a solution that allows you to create piping and instrumentation
diagrams by means of its integrated intelligent symbol technology.
You can represent process engineering, pipeline engineering as well as
measurement, instrumentation & control (I&C) sequences.
COMOS P&ID provides comprehensive object libraries. A corresponding object
is stored in the object library for each symbol in the P&ID in accordance with
international standards. The P&ID automatically detects which connection parts are
required and inserts them according to the correct flow direction. You do not have
to check for correctness.
Thanks to the creation of module libraries and the reuse of plant components or
sub-units created with these libraries, it is possible to achieve significant savings
in valuable engineering time. COMOS P&ID also enables reliable revision
management. All revisions can be stored, documented and viewed at a later time.
COMOS P&ID features an optimum connection to other COMOS solution for basic
and detail engineering as well as plant operation. The use of the uniform database
in COMOS facilitates a consistent flow of data across all disciplines and trades.
3.2.1 Range of functions

 Complete object library according to international standards, e.g. ISO 10628-

2:2012 or DIN 2481. Symbols can be used in industry-specific labeling systems
(such as AKZ, KKS, RDS-PP)
 Visualization of inconsistencies or data breaks even within pipes (so-called
spec breaks) with regard to nominal size, pipe spec or media
 Rationalization possibility way by re-using system components or entire plant
sections
 Intelligent import of AutoCAD and MicroStation drawings
 Data import and export from and to Proteus (former XMpLant)
 Automatic generation of any equipment lists
 Automatic recognition of flow direction
 High-performance inheritance and logic operation techniques with collision
monitoring
 Checking by means of flexible stored rules

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3 Basics
3.2 COMOS P&ID
3.2.2 Benefits of COMOS P&ID
 Shorter project execution times

 Optimized project management thanks to project engineering across locations
and departments
 Detection of inconsistencies in early project phases avoids costly reworking
during commissioning
 Simple use of pipe specs based on
international valid standards
 Simple navigation and intuitive operation for efficient work in the project
 Consistent object-oriented P&ID creation based on extensive
object libraries
 Intelligent connection techniques and use of component libraries
 Consistent use of pipe specs across all disciplines
 Revision management and continuous tracking of changes
 Constantly updated data thanks to consistent data management
 Optimum linking with other COMOS solutions for basic and detail
engineering and plant operation thanks to consistent data flow

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4 Configuring the example project

Overview
The example project is based on the following configuration steps.
Table 4-1: Configuration steps

Step Action Chapter
1 Opening the COMOS database and example project 4.1
2 Basic COMOS project settings 4.2
3 Converting PFD into P&ID 4.3
4 Updating connected components and pipe sections 4.4
5 Extending the P&ID diagram 4.5
6 Creating templates 4.6
7 Revisions 4.7
8 PipeSpec Manager 4.8
9 Generating queries 4.9
10 Working in the P&ID diagram 4.10

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4.1 Opening the COMOS database and example project

This chapter describes how to open the supplied COMOS database and the pre-
configured COMOS project inside.
Procedure
1. Retrieve the supplied Zip file
"COMOS_P&ID_best_practice_example_project.zip".
This file contains the COMOS database with the pre-configured example
project (based on the iDB).
2. Open COMOS.
Figure 4-1
COMOS menu bar
Navigator
Work area
Detail window
Note In the COMOS manual "COMOS Platform COMOS Platform Getting Started"
you can look up further useful information on basic COMOS operation.
refer to chapter 6. "Further information" of this document.

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3. In the COMOS menu bar, click the button

"Open database" .
The "Open database" dialog opens.

4. Click the "Selection" button .
A selection dialog opens.
Figure 4-2: "Open database" dialog
5. Select the included database:

"COMOS_P&ID_best_practice_example_project.mdb"
6. Click the "Open" button.
Figure 4-3: Selecting the COMOS database

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7. Right-click the "User name" field and select the "Universal access" entry.
Figure 4-4: "Open database" dialog
NOTE From version 10.2:

1. Open the drop-down list in the “User name” field with a click.
2. Click the entry "@SETUP".
8. Click the "Open" button.
Figure 4-5: "Open database"
COMOS is now connected to the database. Next, you must open the relevant
project in the database (there is only one project present in the supplied
database).
9. In the COMOS menu bar, click the button

"Open project" .
10. Click on the button to open the subordinate working layer of the working
layer "FEED Application example (pre-configured project)".
11. Double-click on the working layer
"P&ID Application example (pre-configured project)" to open the pre-configured
COMOS P&ID example project.

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Figure 4-6: Opening a COMOS project

Note The application example is carried out in one working layer.

Thanks to this, you have the advantage of being able to restore the output
database to its original state at any time.
Working layers offer even more benefits.
The working layer model of COMOS is not covered by this application example.
You can find further information on this in the following manuals:
 "COMOS Platform Getting Started", chapter 6 "Working layers"

 "COMOS Administration", chapter 7 "Administration of projects and
working layers"


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4.2 Basic COMOS project settings

This chapter describes which basic settings are necessary for the correct
implementation of the application example.
4.2.1 Basic information regarding language setting
The languages of your operating system, MS Office and COMOS must be identical.
Set the languages accordingly.
For example, German uses the comma whereas English uses the point as
a decimal delimiter. If settings are different, values may not be calculated correctly.

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4.2.2 Basic COMOS project settings
This section describes the project settings in the COMOS example project.
Open project properties

1. Right click the project nodes to open the shortcut menu.
2. Click the entry:
"Properties > Project".
Figure 4-7
The properties dialog of the project is opened in the work cell.

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Defining the project structure

1. Select the category "Project data".
2. If no entry is selected in the "Project structure" field under the "Links" section,
click the "Select" button .
The "Select project structure" dialog opens.
Select the "A10 Project presetting, general example" entry and click the "OK"
button.
Among other things, this link also allows you to determine which entries you
can select via the right mouse button on the corresponding object.
Note This application example contains a general project template, as it will serve as
a basis for further application examples.
Figure 4-8
Figure 4-9

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Defining the revision options

Revision monitoring checks evaluating reports and interactive reports to see if
information relating to COMOS objects has changed (see chapter 4.7 "Revisions").
The revision monitoring does not include external documents.
Revision monitoring does not capture purely graphical elements, which the user
manually draws on the report, such as lines and circles.
The selected report comparison method determines which objects are exactly
monitored by the revision monitoring:
 For timestamp-based comparison, the time stamp is monitored for all COMOS-
based objects and texts.
 In content-based comparison, the contents are monitored for texts and the time
stamp is monitored for the other COMOS-based objects.
1. In the next step, select the "Revision options" category.

2. Under the "Monitoring" section, enable revision monitoring. Do this by clicking
the option button:
"(1) Create revision upon changes (generate *revision)".
3. Click the drop-down list of the "Basis of comparison" field to open it and click
the "Content (texts)" entry.
Figure 4-10

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A revision archive is a printer driver for revision files. When a revision is

completed, the document is printed to a file
(see Chapter 4.7 "Revisions"). These print files are summed up in the revision
archive. So, the selection of a printer driver is synonymous with the format in
which the revisions are to be archived.
 In the project properties, the pre-configured printer interfaces are displayed
even if the printer drivers have not been installed.
 Set the printer drivers in such a way that you get access to the print
settings of the printer driver from within COMOS. Otherwise, you get an
alarm message upon concluding a revision.
4. Open the drop-down list in the "Settings" directory.

5. For this application example, select a preinstalled revision printer, e.g.,
"PDF Factory (from v. 1.5x)".
The "Redlining" function can be used for this revision archive.
6. Then enable the show "revision with redlining" option button under the
"redlining" section.
This option is required for you to carry out a redlining in the revision documents
and to display it in the corresponding report.
If you display the PDF revision files with Redlining, you can insert markings
and comments. They are stored in a separate Redlining file. The revision file
is not changed. The markings and comments are shown in the work area of
the open report (see chapter 4.7.2 "Redlining based on the example of a
document-spanning interconnection").

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Figure 4-11
Note For further information about the "Revisions" topic and the revision archives in
COMOS, including their properties, refer to the manuals:
 "COMOS Platform Administration", in chapter 12.21.6 "Specify revision
archive"
 "COMOS Platform Operation"


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Defining the project settings for the process engineering

This setting/selection is required for you to convert the process flow diagrams
(PFD) into Piping and Instrumentation Diagram (P&ID), for instance in order to
create the corresponding piping objects from the streams.
1. Select the category "Process engineering".
2. If nothing is selected in the "Base object for pipe section" field click the
"Select" button.
The "Select object" dialog opens.

3. Navigate to the entry:
"@30 > M00 > A50 > A10 > A40 > A10 > A10".
4. Then click the underlying entry
"A10 Pipe section".
5. Click the "OK" button.
Figure 4-12
Figure 4-13

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Setting FEED options

This setting/selection is important for various
COMOS FEED functions, such as:
 Simulation import
 Case manager
 Knowledge base.
1. Select the category "FEED".

2. If no "Base object node for the process" has yet been selected,
click the "Select" button.
The "Select object" dialog opens.

3. Navigate to the entry:
"@30 > M21 > A20 > A10".
4. Select the underlying node "A10 process".
Figure 4-14

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6. Click the "Apply" and "OK" buttons to save the changes and to close the
dialog.
Figure 4-15

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4.3 Converting PFD into P&ID

This chapter describes how to convert your process flow diagram (PFD) into
a Piping and Instrumentation Diagram (P&ID).
Assigning P&ID templates in the process flow diagram

First you have to prepare the process flow diagram for conversion and allocate
P&ID templates to the equipment.
In this application example, use the process flow diagram of the process unit
"Reaction 02".
1. Navigate to the process unit "Reaction 02":
"P001 process > A70 process units > PU009 Reaction 2"
2. Double-click the process unit
"Reaction 02" to open its properties.
3. Open the "General data" tab.
In the application example, a P&ID default template is provided for each piece
of equipment in the process flow diagram.
4. Click the "Copy default templates" button.
This assigns a default template to all equipment in the process flow diagram.
The "COMOS – select default templates" dialog opens.
In this one, you will be asked if you want to replace the existing default
templates.
Note The assigned administrator predetermines which module is to be used as the

standard module in the base data.
Properties of the PFD objects, "System data" tab, in the control group
"Conversion into a P&ID object", "Default PI module" field.
5. Click the "No" button.
Note If you still haven't assigned any default templates, you can click the "Yes" button.
It is to note that if you click the "Yes" button in an ongoing project, all previously
assigned templates are overwritten.
6. Then click the "Apply" and "OK" buttons to save the changes and to close the
dialog.

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Figure 4-16
After copying the default templates, you will notice in the "Logtext" field, which
default templates have been assigned to which objects.
7. If you click the "Selection" button, you will get the complete overview in the
"Logtext" dialog.
Figure 4-17

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8. Select the process flow diagram of the process unit

"Reaction 02" and open it with a double-click.
9. Select the pump "P001" and open the corresponding shortcut menu by right
clicking on it.
10. Navigate to the object of pump "P001":
"Navigate > Object".
Figure 4-18
11. Under the pump object "P001" you will find the corresponding P&ID default
template.
Open this by double-clicking on it.
Figure 4-19

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The default template is displayed.

This is placed for the pump "P001" when converting the process flow diagram
(PFD) to the P&ID.
12. Close the default template.
13. Choose a new template for pump "P001".
To do this, select the pump "P001" in the process flow diagram and open its
shortcut menu by right-clicking it.
14. Click the entry: "Select P&ID template".
Figure 4-20

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15. The "Select template" dialog opens.

In this you can find all the customer-specific and your own templates.
Two templates are available here for the application example.
Choose the template "P002, pump station without standby".
Figure 4-21
17. The dialog "Template already existing" opens.

Click the "Yes" button to replace the old template.
Figure 4-22

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18. Open the P&ID template below the pump object "P001".
As you can see, the new template is different than the previous one.
19. In the Report menu bar, click the "Save" button
and close the new template.
Figure 4-23
20. Also select a new default template for the reactor.

To do this, select the reactor and open the corresponding shortcut menu with a
right click.
21. Click the entry "Select P&ID template".
Figure 4-24

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22. Select the template "B002, Reactor vessel with instrumentation".

Figure 4-25
The dialog "Template already existing" opens.
24. Click the "Yes" button to replace the old template.
Figure 4-26
25. Click the "Save" button in the Report menu bar and close the process flow
diagram.

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Converting PFD into P&ID

In the next step, create a new plant "Reaction 02"
in the P&ID planning.
1. To do this, open the underlying objects of the object
"P1 Plant (general)".
2. Open the corresponding shortcut menu with a right-click on the object "P1
Plant (general)".
3. Here, create a new unit:
"New > A10 Unit".
Figure 4-27

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4. Double-click the newly created unit to open its properties.

5. Change the description to "Reaction 2", and click the "Apply" and "OK" buttons
to save the changes and to close the dialog.
Figure 4-28
6. Open the corresponding shortcut menu by right clicking on the unit object
"Reaction 02".
7. Here, create a new P&ID diagram:
"New > P&ID diagram, DIN A0"
Figure 4-29
8. Click the "Save" button in the COMOS menu bar.

Now convert the process flow diagram into a P&ID diagram.

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9. Open the P&ID diagram by double-clicking on it.

10. Move the process flow diagram of the process unit "Reaction 02" to the P&ID
diagram via drag-and-drop, then place this on the top left corner of the report.
Figure 4-30
3
The objects placed on the process flow diagram and symbols are displayed
together with the anchor symbol of the process flow diagram on the P&ID.

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11. Open the corresponding shortcut menu by right clicking on the anchor symbol.
12. Click on the entry "Convert placed document" to convert the process flow
diagram into a P&ID diagram.
Figure 4-31
The corresponding P&ID template is now placed for each piece of equipment,
the objects are linked automatically and the corresponding pipes, pipe sections
and segments are also generated in the database, thus creating the P&ID.
The following is performed in detail:
 If an object that has a P&ID assembly is placed on the PFD, the
objects in the assembly are placed on the P&ID.
 The objects placed on the P&ID are connected to one another by
means of pipes (pipes, pipe sections, and segments). Tees for
branches are inserted automatically. Pipes that connect objects in an
assembly are created under the assembly in the Navigator. Pipes that
connect two assemblies are created under the corresponding process
streams in the Navigator.
 Tees for branches are automatically inserted in the P&ID and are
created under the assemblies in the Navigator.

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Figure 4-32
Optional: Scaling the graphic and revoking the grouping of objects

You need to make adjustments to the P&ID manually to scale the graphic. Since
the assemblies are initially still grouped, you will need to undo the grouping for this
purpose.
1. Select an assembly.
2. Select it and open the corresponding shortcut menu by right clicking on it.
3. Select the "Grouping > Cancel" command from the shortcut menu.

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Transferring P&ID objects to the P&ID structure

The P&ID diagram was created automatically, but the P&ID objects are still in the
FEED structure of the process unit "Reaction 02".
The following section gives a detailed description of how to transfer them to the
P&ID structure.
1. Create a subunit in the P&ID structure.
To do this, select the unit object "Reaction 2" and open its associated shortcut
menu with a right-click.
2. Click the entry:
"New > Subunit".
Figure 4-33
A new subunit is created.
3. Double-click on the created subunit to open

the corresponding properties.
4. Change the description to "Reactor" and then click the "Apply" and "OK"
buttons.

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Figure 4-34
5. Create two further subunits in the same way:

 "Separator"
 "Column"
Figure 4-35
6. In the next step, assign the relevant objects from the P&ID diagram to the
subunit.
In the P&ID diagram mark all objects belonging to the reactor
(see Figure 4-36).
7. In the menu bar of the P&ID diagram, click the "Assign object" button.
8. Select the subunit "Reactor" and move it to the marked area in the P&ID
diagram via drag-and-drop.

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Figure 4-36
As a result, all marked objects of the subunit "Reactor" are assigned and the
corresponding P&ID objects are transferred from the FEED structure to the
P&ID structure.
Figure 4-37

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Note The created P&ID objects are still linked to their objects in the FEED structure,
i.e. if for instance certain parameters change in a P&ID object, this data are
transferred automatically to the corresponding object in the FEED structure.
9. Repeat the process and assign the following objects to the subunit "Separator"
(see Figure 4-38).
Figure 4-38
3
10. Repeat the process and assign the following objects to the subunit "Column"
(see Figure 4-39).
Figure 4-39

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11. Click the "Save" button in the menu bar of the P&ID diagram and close it.
12. Click the "Save" button in the COMOS menu bar to accept all changes.
Result
Thus, you have automatically created the P&ID diagram from the data in your
process flow diagram, and adopted the objects in the P&ID structure.
Note For further information on "how to convert process flow diagrams (PFD) into
Piping and Instrumentation Diagrams (P&ID)", refer to the manual.
"COMOS Process FEED Operation", chapter 13 "PFD and P&ID"


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4.4 Updating connected components and pipe sections

This chapter explains how to update equipment in the P&ID.
You can take over the data from the previous steps (e.g. COMOS FEED Phase).
For this application example, apply the specification data from the process flow
diagram of the process unit "Reaction 02" into the P&ID.
This is also known as vertical data flow.
If you change the properties of a pipe section in the P&ID, it is also possible to
update the connected components. This also applies if you change the properties
of a valve, pumps or reducer. As a result, the properties of the pipe section and the
connected components are also updated. This process is called horizontal
data flow.
4.4.1 Vertical data flow
This section describes how vertical data flow works.

For this application example, apply the specification data of the process stream
"KONZ-1" from the FEED phase for the pipe "Q006" in the P&ID diagram.
1. To do this, open the P&ID diagram of the subunit "Reaction 02" by double-
clicking it.
Figure 4-40

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2. Select the pipe between the separator and

valve "V101".
3. Open the corresponding shortcut menu by right clicking the pipe "KONZ-1".
4. Navigate to the object:
The corresponding object is displayed in the plant view.
This refers to pipe section "001" of pipe "Q006".
5. Open the corresponding properties by double-clicking the pipe section "001".
Figure 4-41
6. Break down views in the COMOS work area.

To do this, click on the tab of the pipe section properties in the work area, and
hold down the left mouse button.
7. Move the mouse.
A View menu is displayed in the work area.
8. Drag the mouse, for instance, to the right part of the View menu and release
the mouse button.

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Figure 4-42
The view is split and the tab of the pipe section properties is displayed in the
right part of the work area.
Note You can also merge the divided areas again. You can do this
by moving the mouse to the middle part of the View menu.
9. Open the "process data" tab in the properties dialog.

10. Zoom into the area between the separator and the column of the P&ID
diagram.
Figure 4-43

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Some fields in the properties of the pipe section are displayed in orange.
This is it to the fact that for the corresponding parameters you can apply values
of associated objects from the process planning.
You have the option of deciding whether you want to apply the data for the
pipe section or if new values are required.
11. Move the mouse over one of the orange fields.
The data, which you can take over from the process technology, are shown in
a display panel.
12. Apply the data from the process planning to the example project.
To do this, open the corresponding shortcut menu by right-clicking on an empty
area of the tab and click the entry:
"Refresh static links on tab".
Figure 4-44

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You have now applied and updated the values of the pipe section.
Figure 4-45

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4.4.2 Horizontal data flow
In the previous step you have changed the properties/specifications of the pipe
section.
You can also update the connected components. This is called horizontal data
flow.
1. Click the "Apply" button in the properties dialog where you have
applied/changed data.
The "Update devices" window opens. All the components in the P&ID will have
a yellow background if affected by the update.
In the "Update devices" window, you can select one of the following options:
 "Always"
The components are always updated for the current session.
 "User-defined"
(Selected by default, used in the application example) Confirm the dialog to
update the components. Here you get the option of selecting it specifically
for each component.
 "Never"
The components are never updated for the current session.
The "Update devices" window is not displayed any more.
2. Click the "OK" button to apply the data for the marked components.
Figure 4-46

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3. Click the "OK" button in the Properties dialog of the pipe section to confirm the
entries.
This saves the changes of the properties/specifications.
The connected objects are updated in accordance with the setting and then
highlighted in magenta.
Figure 4-47
To see whether the data were successfully applied, you can for instance check
the properties of pump "P001".
Figure 4-48

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4. Reselect the pipe section between the separator and valve "V101".
5. Open the "Properties tree" tab in the detail window.
6. Select the nominal size "DN100" in the drop-down list of the "Nominal size"
field.
Figure 4-49
7. Repeat the process by opening the drop-down list of the "Nominal pressure"
field and selecting the nominal pressure "PN4".
8. Then click the "Apply" button.
The "Update devices" window opens.
All the component symbols in the P&ID will get an olive color if affected by the
update.
9. Click the "OK" button to apply the data.

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Figure 4-50
1
You have changed the value of the "Nominal size" and "Nominal pressure"
attributes.
The nominal size and nominal pressure attributes stop being forwarded to
a reducer or, in this case, to Pump "P001" because from a technical point of
view one has to expect the specifications of these components to differ.
You can check these as follows.
10. Select the pump "P001" in the P&ID diagram and open the corresponding
shortcut menu by right clicking on it.
11. Open the properties of pump "P001".
12. Open the "Design data" tab.
The values were only applied to the input of the pump, not the output.
This means that these values were not applied to the following pipes and
components.
13. Close the dialog by clicking the "OK" button.
14. The "Update devices" window opens. Confirm it by clicking the OK button.

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Figure 4-51
Figure 4-52

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15. Select the output side pipe behind Pump "P001".

In the Properties tree you can see that the values for "Nominal pressure" and
"Nominal size" are empty and therefore they will not be forwarded.
Figure 4-53
Note You can find further information about "Data flow" in the following manuals:
"COMOS Process, P&ID Operation"
 Chapter 9, "Data flow between P&ID objects"
"COMOS Process, P&ID Administration":
 Chapter 2.3, "Data flow for pipes via static connections"
 Chapter 4, "Configuring components"

16. Click the "Save" button in the COMOS menu bar to confirm the changes.

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4.5 Extending the P&ID diagram

This chapter describes how to extend the P&ID diagram by a pressure
measurement function and how to specify the motor for the agitator more
accurately.
Procedure
1. Open the P&ID diagram of the subunit "Reaction 2" by double-clicking it.
Figure 4-54
2. Create a new pressure measurement function in the P&ID diagram.

In the toolbar on the right side of the COMOS work area, you can find the
standard objects for equipment, which are available in COMOS.
Select the object for a pressure measurement function and place it next to the
reactor with a click.
Figure 4-55

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Figure 4-56
Figure 4-57
The associated object for the pressure measurement function was created
automatically in the Navigator below the P&ID diagram. However, this is still
not assigned to a subunit and it is therefore displayed in blue in the P&ID
diagram. The following description explains how to assign the measurement
function of a subunit.
3. Attach the measurement function to the reactor connecting piece.

To do this, click on the "Connection" button in the P&ID diagram menu bar.
This tool allows you to create a new pipe.

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4. To define the start point of the pipe, click on a connector point of the
measurement function.
A green point is displayed above the connector point. The color of its object
changes to yellow.
5. To define the end point of the pipe, click on the connector point of the
connecting piece.
Figure 4-58
6. Right-click on the P&ID to place the pipe and deactivate the "Connection" tool.
The object is represented in blue, as it is placed underneath the P&ID diagram
and still doesn't have any associated subunit.
Figure 4-59

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In the next step, assign the created pressure measurement function to the
subunit "Reactor".
To do this, select the pressure measurement function and the connected pipe.
7. In the menu bar of the P&ID diagram, click the "Assign object" button .
8. Select the subunit "Reactor" and move it to the pressure measurement function
you created in the P&ID diagram via drag-and-drop.
You have now assigned the selected objects to the subunit "Reactor".
Figure 4-60
3
The object of the pressure measurement function is now applied into the
structure of the subunit "Reactor".
Figure 4-61

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Rename the measurement function to "PISA" ("Pressure Indicator Switch

Alarm").
9. To do this, select the pressure measurement function with a mouse click.
10. In the "Properties tree" window, click the button with the plus symbol.
Figure 4-62

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11. Enter "PISA" in the "Label" entry field and click the "Apply" button to save the
changes.
Figure 4-63
Figure 4-64

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In the next step, define three design data values for the motor of the reactor.
12. To do this, select the motor on the P&ID diagram and open its shortcut menu
with a right-click.
13. Open the properties.
Figure 4-65
14. Open the "Design data" tab.

15. Enter the following values:
 Nominal power: "55" kW
 Efficiency: "85" %
 Nominal rotation speed: "1500" 1/min
16. Then click the "Apply" and "OK" buttons to accept the changes.

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Figure 4-66
Result
You have extended the P&ID flow chart by one measurement function and edited
the properties of the agitator motor.
Note For further basic information on how to work in P&ID diagrams, refer to
chapter 4.10 "Working in the P&ID diagram".

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4.6 Creating templates

This chapter describes how to create a template and insert it in your project.
A template is a group of logically or physically related objects that can be reused.
This can be provided as a template (also known as an assembly).
You can derive any number of uses (assemblies) from templates in an engineering
object. When you paste a template, all objects belonging to it are created and
configured automatically as defined in the template.
In this example project, you will create a template of the reactor and all associated
objects. You will also implement the template you created in the example project.
The following section gives you a detailed description on how to do this.
Procedure
1. Open the P&ID diagram of the subunit "Reaction 2" by double-clicking it.
2. Select the reactor and the associated objects as shown in the following figure.
To do this, hold down the "Ctrl" button and click the corresponding object with
the left mouse button.
Figure 4-67

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3. Open the corresponding shortcut menu by right clicking the selected objects.
4. Click the left mouse button on the entry:
"Create template".
Figure 4-68
The "Note" window is opened, as the example project still doesn't have
a "Template" folder.
5. Confirm the dialog by clicking the "OK" button.
Figure 4-69

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The "Create template" window opens.

The right pane inside the window shows you which symbols are used for the
template (①).
In the left pane, you can make the following settings:
 The tab where the template is created in the Navigator -
in the plant view or base project view (②).
 Local or global creation (③) and archiving (④) of the template.
6. The reactor template should be created in the plant view tree.

To do this, open the drop-down list and left click on the "Units" entry.
7. Activate the "Project" option with a mouse click.
This stores the reactor template as a local template in the example project.
Note The template was created as a global template by means of the "Base project"
option.
8. In the object tree, open the underlying objects of the node

"@Template Templates".
9. Select the folder "M22 P&ID" and then click on
the "OK" button. This generates the reactor template.
Figure 4-70
1
2 1
3
The "@Template Templates" folder is created in the plant view of the example
project. This contains the template.

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10. Select the object "A1 Units".

11. Change the description of the object in the Properties tree.
In the "Description" field, enter the name "Reactor template" and click the
"Apply" button.
Figure 4-71

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12. In the next step, set the point of origin for the template. Double-click the
template to open it.
13. Right-click to open the shortcut menu of the template.
14. Click the entry:
"Options >Set point of origin".
Figure 4-72
15. Place the point of origin in a corresponding place on the chart.
Figure 4-73

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The template is inserted at the point of origin at coordinates determined by

the user.
The point of origin is not visible in the working area.
The point of origin only rarely happens to be in the upper left corner.
It is created in such a way that the connectors are located on the grid.
16. Then go to the report menu bar, click the button

"Save" and close the Template.
17. Place the template you created in the P&ID diagram, for instance to double
the production of the unit.
To do this, open the shortcut menu with a right-click in the P&ID diagram.
18. Click the entry:
"Place template"
Figure 4-74
The "Select document as Template" window opens.

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19. Select your local project.

To do this, open the top drop-down list and select the entry
"Current project iDB_P01".
Figure 4-75
20. Select the template you created previously.

To do this, open the underlying objects of the node "@Template Templates":
"@Template Templates > M22 P&ID > A1 Reactor template"
21. Select the template "FB.001 P&ID EN 10628, DIN A0" and click the "OK"
button.
Figure 4-76

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22. Place the reactor template on the P&ID diagram.
Figure 4-77
Note The previously defined point of origin is the point at which you place the template
before placing it on the flow chart.
The template objects are displayed again in blue, as they have not been
assigned to a subunit yet.
Figure 4-78

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Assign the template objects to the subunit "Reactor", as already described in

chapter 4.3.
23. In the P&ID diagram, mark all objects belonging
to the template (see Figure 4-79).
24. In the menu bar of the P&ID diagram, click the "Assign object" button.
25. Select the subunit "Reactor" and move it to the marked area in the P&ID
diagram via drag-and-drop.
Figure 4-79
3

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In the P&ID diagram, connect the template to the pipe section between the
valve "V002" and the separator.
26. To do this, click on the "Connection" button in the P&ID diagram menu bar
and create a new pipe from valve "B002" all the way to pipe "Q008" (see
Figure 4-80).
Figure 4-80
The "Update devices" window opens.

All the components in the P&ID will be get an olive color if affected by the
update.
27. Click the "OK" button to apply the data for the marked components.
More detailed information is available in chapter 4.4 "Updating connected
components and pipe sections"
Figure 4-81
The connection is established.

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28. Click the "Save" button in the P&ID flow chart menu bar .
29. Click the "Save" button in the COMOS menu bar to save all project data.
30. Close the P&ID diagram.
Result
You have now created, placed and integrated a template in the engineering
project.
Figure 4-82

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4.7 Revisions
4.7 Revisions
This chapter shows you how to carry out a revision of your documents in COMOS
and what benefit this has on your system planning.
You can use revisions to check and save the editing statuses of documents.
The result is a revision file which permanently documents the working version
of a document. You can print it out, archive it, and compare it to other revision
statuses.
In the application example you should carry out a revision for the P&ID diagram
of the unit "Reaction 02". During the revision process, you also carry out "redlining"
in the revision document and extend the process flow diagram.
The following description highlights the advantages gained from the revision
function of COMOS.
Note To carry out the steps in this chapter you require basic project settings
(see chapter 4.2.2 "Basic COMOS project settings").

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4.7 Revisions
4.7.1 Creating a revision of the P&ID diagram
This section describes how to carry out an "individual revision" of the P&ID diagram
of the unit "Reaction 02".
Procedure
1. Create a revision file of the P&ID diagram you created for the unit "Reaction 2".
To do this, open the corresponding shortcut menu of the unit "Reaction 2" by
right-clicking the P&ID diagram.
2. Open the properties of the process flow diagram by clicking on the entry
"properties".
Figure 4-83

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4.7 Revisions
3. Open the "Revisions" tab.

A *revision already exists.
Figure 4-84
Note The *revision is present because revision monitoring is activated in the project
properties.
If no *revision is present, the revision monitoring feature is not activated.
Open the "Revision options" of the project and activate it. The description for
this process can be found in chapter 4.2.2 "Basic COMOS project settings".

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4.7 Revisions
4. Click on the arrow symbol next to the button for the revision step.
A drop-down list containing revision steps opens.
Normally, the steps are performed in sequence and the document is checked
by the appropriate or authorized persons.
Note Steps which have already been executed are locked. The next step in the
revision process is marked with a dot.
In the application example, you will skip these steps and release the document.
5. To do this, click on the last entry "Released by".
If you select one of the subsequent steps instead of the step marked with
a dot, the steps are carried out in sequence.
Figure 4-85
A new revision file is created and the revision is completed.
Note If you want to create or release a revision but the corresponding document is still
open in COMOS, the following dialog appears.
Confirm this by clicking the "OK" button and close the document. You can then
create a revision file.

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4.7 Revisions
6. Open the revision file by double-clicking the PDF icon.
Figure 4-86
An interactive report with restricted functionality opens.

This shows the content of the revision file.
Figure 4-87
Result
You have now generated a revision of the P&ID diagram.

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4.7 Revisions
4.7.2 Redlining based on the example of a document-spanning

interconnection
This section shows you the "Redlining" function.

With "Redlining" one understands "evaluating" and "commenting".
This function allows you to check, mark and revise documents during the revision
process.
Note The "Redlining" function is available for the PDF revision files.
For further information, refer to the manual:
"COMOS Platform Administration", in chapter 12.21.6 "Revision options:
Specify revision archive (specify print format)".
In the application example, you will create PDF revision files and perform the
"Redlining" function. In this process, markings and comments are added.
Inserting a note
Insert a note saying that the second reactor should be placed in a separate
P&ID diagram.
1. Open the previously created revision document
(see chapter 4.7.1 "Creating a revision of the P&ID diagram").
2. Click the "Inspection stamp error" button in the menu bar of the revision
document.
3. In the pipe of the reactor you added, place the error message with a left-click
on the revision document.
Figure 4-88

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Figure 4-89
4. Place a note so that, for instance, the competent engineer knows what is
wrong and how this error can be corrected.
To do this, click on the "Note" button in the menu bar.

5. Place the note by left-clicking on the working area.
6. Click the right mouse button on an empty space in the revision document.
Figure 4-90
7. Double-click the note. A text box will be opened.

8. Enter the following text in the note:
"Put the reactor on a separate P&ID".
9. Click the "Save" button.

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Figure 4-91
10. Close the revision document.

11. Click the "OK" button in the properties of the P&ID flow chart
to close the dialog.

12. Reopen the P&ID flow chart under the unit "Reaction 02".
In this, you can now see the content you entered in the revision document.
Figure 4-92
The remarks are clearly visible on the flow chart.
Note When you open a report which has a completed revision with Redlining files,
you see the markings of the last completed revision in the working area.

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Moving objects to a separate P&ID diagram

In the application example, you should move the added reactor to a separate
P&ID diagram.
1. Create a new P&ID diagram and open it by right clicking the unit "Reaction 2".
2. Click the entry:
"New > P&ID diagram.., DIN A2".
Figure 4-93

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3. Mark the added reactor in the P&ID diagram.

4. Right-click the selected reactor to open its shortcut menu.
5. Click the "Cut" entry.
Figure 4-94
1
The objects are grayed out.
Figure 4-95

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6. Open the new P&ID diagram with a double-click.

7. In the empty P&ID diagram, open the shortcut menu with a right-click.
8. Click the entry:
"Paste > Automatically".
Figure 4-96
9. Place the objects by clicking the new P&ID diagram.
Figure 4-97

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This moves the reactor to the new P&ID flow chart.

Its objects are moved under the new P&ID diagram.
For this reason, the reactor and its objects are displayed in blue.
Optional: Assigning the reactor to the subunit "Reactor"

Assign the reactor and its objects to the subunit "Reactor".
This assigns the objects to the subunit "Reactor", and its objects are no longer
displayed in blue.
In chapter 4.5 "Extending the P&ID diagram", you can find a description on how it
should be done.
Figure 4-98

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Creating document-spanning references

1. Insert the new P&ID diagram to the left of the already existing flow diagram of
the unit "Reaction 02".
To do this, click on the tab of the newly created flow diagram in the work area,
hold down the left mouse button and move the mouse.
A View menu is displayed in the work area.
2. Drag the mouse to the left part of the View menu and release the mouse
button.
The view is split, and the tab is displayed in the left part of the work area.
Figure 4-99
Note You can also merge the divided areas again.

Do this by moving the mouse to the middle part of the View menu.
3. Select the output pipe of the reactor

(see Figure 4-100).
A pipe symbol is displayed in the menu bar of the flow diagram.
4. Left-click the pipe symbol and keep the mouse button pressed.
5. Move the mouse to the other flow diagram and release the mouse button.
A crosshair is displayed.

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Figure 4-100
6. Click the left button inside the flow diagram.

This creates a breakpoint.
7. Click on the pipe leading to the separator.
Figure 4-101
8. The window "Update devices" opens. Click the "OK" button.
Figure 4-102

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Note A description on how to update devices has already been given in chapter 4.4
"Updating connected components and pipe sections".
Here you can find further information about this topic.
You have now created a document-spanning pipe reference and placed the
reactor on a separate flow diagram.
Figure 4-103
If the reference arrows are not displayed, click on the "Reevaluate document"
button in the menu bar of the flow diagram.
Figure 4-104
9. Save the changes and close the P&ID diagrams

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Updating the revision note

1. Reopen the properties of the P&ID diagram (DIN A0).
Figure 4-105

A new *Revision was generated here because you
made changes.
Figure 4-106

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3. Release the *revision.

To do this, open the revision steps and click on the last entry "Released by".
Figure 4-107
A new revision is created.
4. Open the created revision by double-clicking the PDF icon.
Figure 4-108
5. The newly created reactor was placed in a separate P&ID diagram

(DIN A2) and the note is no longer displayed in the revision document.
Figure 4-109

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7. Close the properties of the P&ID flow chart by clicking the "OK" button.
8. Double-click again to open the P&ID diagram (DIN A0).
Figure 4-110
You have approved the change and created a new revision.

Therefore, the revision note is no longer displayed because the current P&ID
diagram does not differ from the last revision document of the flow diagram.
9. Save and close the P&ID diagram.

10. Click the "Save" button in the COMOS menu bar
to accept all changes.

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4.7.3 Data sheet revision
This section describes how to create a revision of the data sheet for valve "V001".
It also shows you how to export, edit and (re)import it to an Excel file, and how to
update the data in the example project.
It clarifies the effect of changes in the project and how they are documented.
Creating a data sheet

1. Open the P&ID flow chart by double-clicking on it (DIN A0).
Figure 4-111
2. Move the mouse from the P&ID flow chart to the pipe that leads to valve
"V001".
3. Select the pipe and open its shortcut menu by right clicking on it, then click on
the properties of the pipe.
Figure 4-112

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4. Open the "Process data" tab.

In this application example, some fields in the properties of the pipe section
are displayed again in orange.
This is it to the fact that for the corresponding parameters you can apply values
of associated objects from the process planning.
(See chapter 4.4 "Updating connected components and pipe sections").
If you move the mouse over one of the orange fields, the value of the process
planning is displayed in a tool tip.
The note "(linked value) is not valid" indicates that you have not yet
applied/confirmed or rejected the value.
Figure 4-113
In this application example, the data are applied.
5. To do this, open the corresponding shortcut menu by right-clicking on an empty

area of the tab and click the entry: "Refresh static links on tab".
Figure 4-114
You have now applied and updated the values from the process engineering
planning to the pipe section.

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You have changed the properties/specifications of the pipe section. These will
be transferred to the connected components in the next step. The "Horizontal
data flow" applies here (see chapter 4.4.2 "Horizontal data flow").
6. Click on the "Apply" and "OK" buttons.
7. Click the OK button to confirm the "Update devices" dialog.
Figure 4-115
Figure 4-116
The values on valve "V001" are passed on to the connecting piece of the
reactor.
8. Select the valve "V001" in the P&ID diagram and open its shortcut menu by
right clicking on the valve.
9. Navigate to the object of the valve:

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Figure 4-117
Create a new data sheet for valve "V001".

10. To do this, right-click the corresponding shortcut menu of the valve object and
create a new data sheet:
"New > Data sheet valve".
Figure 4-118

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12. Open the data sheet with a double-click.

The data of valve "V001" are applied automatically and are therefore always
up-to-date. This is described in the following steps.
Figure 4-119
13. Close the data sheet.

In the following steps you will change three parameters for valve "V001".
To do this, reopen the properties of the pipe leading to valve "V001".
14. Open the "Process data" tab and enter the appropriate values for the following
parameters:
 Medium: "Ethane"
 Operating temperature max.: "210"
 Operating pressure max.: "22"
Figure 4-120

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16. Confirm the displayed "Update devices" dialog by clicking the "OK" button.
Figure 4-121
17. Now click the "OK" button.
Figure 4-122
18. Click the "OK" button to confirm the "Update devices" window.
Figure 4-123

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You have now applied the data and transferred them from valve "V001" to the
connecting piece of the reactor via "horizontal data flow".
Figure 4-124
19. Close the P&ID flow chart.

20. Reopen the data sheet".
This has adopted the new values automatically and is up-to-date.
Figure 4-125
In the next step, you will create a revision of the data sheet.
For instance, you export the data sheet of the valve "V001" to an Excel file
so that a sub-supplier completes it.
This way, changes are identified during reimport and documented
automatically.
You also have the option of releasing or discarding the changes made to the
project. The procedure is described in the following step.

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Creating a revision of the data sheet

Create a new revision of the data sheet as described in the previous sections.
1. Move the mouse to an empty area of the data sheet.
2. Open the corresponding shortcut menu by right clicking on it.
3. Open the properties of the data sheet.
Figure 4-126
4. Open the "Revisions" tab and create a new revision.

Figure 4-127
5. Close the dialog by clicking the "OK" button.
Figure 4-128

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Exporting the data sheet to Excel

Export the data sheet to an Excel file.
1. To do this, open the corresponding shortcut menu by right-clicking on the data
sheet object.
2. Click the entry:
"Export > Excel…".
Figure 4-129

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3. The "Report to Excel" window opens.

4. Click the "Selection" button .
Figure 4-130
5. The "Save as" window opens.

Specify the storage location and the name of the Excel file.
Figure 4-131

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7. Click the "OK" button to export the Excel file.
Figure 4-132
8. Open the Excel file you exported:
Figure 4-133

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9. Change the following values:

 Medium: "Ethylene"
 Operating temperature max.: "220"
 Operating pressure max.: "23"
Figure 4-134
11. Close the Excel file.

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(Re)importing a data sheet into Excel

Import the modified data.
1. To do this, click on the "Reimport" button in the COMOS menu bar.
Figure 4-135
2. The reimport menu opens.

Click the "Selection" button .
Figure 4-136
3. The "Select file" window opens.

Choose the modified Excel file and click the "Open" button.
Figure 4-137

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4. Deactivate the "Create working layer" check box.

If the check box is selected, a new working layer is generated from the working
layer and the data are imported into it.
After you have checked this, you can release the working layer and transfer the
data into your current layer.
In this application example, you import the data directly into the working layer
to be edited.
Note You can find further information on working layers in the following manuals:
 "COMOS Platform Getting Started", chapter 6 "Working layers"

 "COMOS Administration", chapter 7 "Administration of projects and
working layers"

5. Click the "Start reimport" button to import the data.

Figure 4-138
The process takes some time and if it completes successfully, the "Reimport"
dialog is displayed.
6. Confirm this by clicking the "OK" button.
Figure 4-139

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7. Close the "Reimport" dialog.
Figure 4-140

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Updating the data sheet

1. Now, open the data sheet of valve "V001" by double-clicking it.
The modified values are highlighted in orange.
The "*" symbol will also be displayed in the rows of the modified parameters
(in the "Revision" column"). This means that a value here has changed in
comparison to the last released revision.
Figure 4-141

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2. Reopen the properties of valve "V001".

Here you can see that the modified values were accepted here too and these
are also highlighted in orange.
This enables you to quickly and easily identify which values have changed by
the import.
Figure 4-142
You can either apply or discard the newly imported values. If, for instance, you
discard a value, the previous value is accepted.
In this application example, you accept the new "Medium" Ethylene and the
new value for "Operating temperature max.".
4. For instance, to accept the new medium, move the mouse on the field of the
"Medium" parameter and open its shortcut menu by right-clicking it.
5. Click the entry:
"Static link: Accept Difference".

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Figure 4-143
6. Repeat this procedure also for the new value of the

"Operating temperature max." parameter.
You shouldn't accept the new value for the "Operating pressure max."
parameter, therefore discard it.
7. To do this, move the mouse to the field of the parameter
"Operating temperature max." and open the corresponding shortcut menu
by right clicking on it.
8. Click the entry:
"Update static link".
This reapplies the old value.
Figure 4-144

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The old value has now been reapplied and displayed.

The orange markings are also no longer displayed.
9. In the data sheet of valve "V001, click the
"Reevaluate document" button to update it.
Figure 4-145

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By updating, the new data in the data sheet of valve "V001"

are accepted. The three parameters are no longer highlighted in orange.
With respect to the "*" revision, there are different results.
Since you accepted the new data for the parameters "Medium" and "Operating
temperature max.", there is a change with respect to the latest revision.
Therefore the "*" symbols continue being displayed for these parameters.
You have discarded the value for "Operating pressure max." parameter and
the old value is reapplied.
Therefore the "*" symbol is no longer displayed for "Operating pressure max."
because there is no change from the last revision.
Figure 4-146

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If you wish to display the previous value (the last released revision) for
parameters that are marked with the "*" symbol in the data sheet, proceed as
follows:
10. Open the last revision document of the data sheet.
11. Select the modified value, delete the content and click in an empty area of the
data sheet.
Figure 4-147
Figure 4-148
The previous value is shown scored through.

This is just a representation and is not accepted automatically for the
parameter. The field is currently "empty".
Even in the properties of valve "V001", no value is displayed any longer for
the "Operating temperature max." parameter.
First you must re-enter a value in the field and confirm plus save it, in order to
be apply for the parameter.

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Figure 4-149
Note If in the "Revision options" you select the timestamp-based comparison

and not the content-based comparison as a "Basis of comparison"
(see chapter 4.2.2 "Basic COMOS project settings"),
the previous value is no longer displayed when you delete the value.

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12. In the data sheet, re-enter the value "220" for the "Operating temperature
max." parameter.
The values are no longer highlighted in orange.
If the orange color persists, proceed as follows:

Note
3. Reconfirm the difference.
4. Then click the "Apply" button followed by "OK", and confirm the dialogs for the
"Horizontal data flow" with the "OK" button. The data will be transferred to the
connected components.
5. Reopen the properties of valve "V001".
If any fields are highlighted in orange here, it is a representation issue.
The values have already been transferred correctly to the connected components.
If the markings are no longer displayed, reconfirm the corresponding fields
highlighted in orange, the same way as before.
6. Then click the "Apply" button followed by "OK", and confirm the window for
the "Horizontal data flow" by clicking the "OK" button.
7. The orange fields are no longer displayed.

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13. Then click the "Apply" button and confirm the window for the "Horizontal data
flow" by clicking the "OK" button.
Figure 4-150
Figure 4-151

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14. Then click the "OK" button and confirm the window for the "Horizontal data
flow" by clicking the "OK" button.
Figure 4-152
Figure 4-153
The modified data are transferred again to the components connected to valve
"V001".
15. Then click the "Save" button in the COMOS menu bar to accept the
changes.

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You have now checked, released and documented the changes.
Figure 4-154

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4.8 PipeSpec Manager

This chapter describes how to define pipe specs with COMOS P&ID and how
to create a basis for 3D engineering in COMOS PipeSpec.
Starting pipe spec mapping

1. Open the P&ID diagram (DIN A0) of the unit "Reaction 02".
2. Select the pipe leading to valve "V001".
3. Define the following parameters of the pipe from the properties tree:
 Nominal size: "DN100"
 Nominal pressure: "PN4"
 Pipe spec: "10BSTD01"
Figure 4-155

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Figure 4-156

The "horizontal data flow" is started.
Figure 4-157
The "Update devices" dialog is displayed.

5. Confirm it by clicking the "OK" button, so that the data are transferred to
the connected components.

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Figure 4-158
The "Update devices" dialog is opened because you have defined a "nominal
size" and a "pipe spec".
COMOS checks automatically to see if the corresponding P&ID objects are
stored as specific 3D components in the pipe parts catalog of the COMOS
database.
The valve "V001" is displayed in the left list of the dialog because specific
components have been stored in the COMOS database for this object.
6. Click on the "Execute pipe spec mapping" check box to display it.
Figure 4-159

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Specific components are displayed in the right field of the dialog.
Figure 4-160
Note The pipe parts that are assigned to the classes come from the pipe part catalog
supplied with the COMOS DB. They reference a geometry standard, and thus
are already equipped with the component geometry.
7. Assign the component "Valve2Way" to the P&ID object of valve "V001".

To do this, double-click object "015 Valve2Way…".
The object is assigned to the P&ID object and placed underneath it.
Figure 4-161

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8. Now click the "OK" button.
Figure 4-162
9. Select valve "V001" in the P&ID flow chart and open its shortcut menu by right
clicking on it.
Navigate to the object of the valve "V001".
Figure 4-163
Three specific pieces of component information (incl. 3D information) have

been stored underneath the object of valve "V001".
10. Double-click the object "@3D Valve2Way…" to open its properties.

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Figure 4-164
11. Open the tab:

"Attributes > 3D geometry".
The corresponding 3D information is displayed.
12. Close the properties by clicking the "OK" button.
Figure 4-165

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Opening 3D view
1. Select the "3D Object" of valve "V001".
2. Open "3D view" from the COMOS menu bar:
"Extra > 3D review > 3D view".
Figure 4-166
3. Zoom into the 3D representation of the valve by means of the shortcut

key "Ctrl+Alt".
Figure 4-167

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Figure 4-168
4. Close the 3D view.


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Revision rectangles
1. By defining the "Nominal size", the "Pipe spec" and the transmission via
"horizontal data flow", a green rectangle is displayed around valve "V001" in
the P&ID diagram.
This is a revision rectangle.
Figure 4-169
Note If a report was revised and you then change the report, the changes will be
marked by a revision rectangle in the report. In this case, the following applies:
 Green: Changes in the current, open revision.
When you create a revision file, these revision rectangles are also printed. You can
change this setting.
 Gray: Changes in the last completed revision.
When you print a revision file, these revision rectangles are also printed.
Changes that date back to the revision prior to the last one (or earlier) are not
displayed on the report. In the following example you see the green revision
rectangle around valve "V001":
Only objects that also have a counterpart in the Navigator are monitored in the
report. Graphical report objects, such as circles, are not monitored. The revision
rectangles become effective only after the first revision. Revision rectangles are
not visible on new documents.

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3. Reopen the properties of the P&ID diagram.

Due to the changes you made in the P&ID diagram with revision monitoring
switched on, a new *revision was automatically generated.
Figure 4-170

To do this, open the revision steps and click on the last entry "Released by".
Figure 4-171
A new revision is created

6. Double-click the PDF icon to open the revision document you created.
Figure 4-172

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7. In this one, the revision rectangles around valve "V001" are

represented in gray.
These are changes that were carried out after the previously completed
revision and the following objects were affected.
Figure 4-173
Note Printing revision rectangles:

If the report is configured accordingly, the revision rectangles are also printed out
on the paper. If you are printing with a TIFF printer, they are always printed in
black and white.
You find more information on this topic in the "COMOS Platform Administration"
manual, keyword "AutoMarkAsChanged" and "PrintRevisionRectangles".

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9. Create a revision document again.

Since you haven't affected any changes to the report, no
new "*"revision has been created. For this reason, you must manually create
a new revision.
To do this, click on the "Create new revision" button.
Figure 4-174
10. The "Create revision" dialog opens.

Confirm this by clicking the "OK" button.
Figure 4-175
A new *revision is created.
Figure 4-176

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Figure 4-177
Figure 4-178
12. Open the revision document.

The revision rectangles are no longer displayed because no changes were
made with respect to the previously completed revision.
Figure 4-179

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13. Close the revision document and the properties of the

P&ID diagram.
14. Reopen the P&ID diagram (DIN A0) of the unit "Reaction 02". Even in this one,
the revision rectangles are no longer displayed.
Figure 4-180

16. Click the "Save" button in the COMOS menu bar to accept all changes.
Result
You have conducted a pipe spec mapping and assigned specific components
to your objects in the P&ID diagram. These are needed for creating subsequent
isometrics and 3D models.
It has also been explained how to use revisions in order to see changes quickly.
Note You can find further information about "Pipe spec mapping" and "Revision
rectangles" in the following manuals:
"COMOS Process, P&ID Operation"
 Chapter 7.12, "Pipe spec mapping"
"COMOS Platform, Operation":
 Chapter 3.8.10, "Displaying revisioned reports"


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4.9 Generating queries

This chapter describes how to create, edit individually and save a query.
In this application example you will create a query to show all the valves present in
the project and sort them according to plant unit.
You will also show various attributes to be able to edit them in numbers.
Creating queries
1. Open the drop-down list of COMOS standard queries in the COMOS menu bar
by clicking the "Query" symbol.
2. Select the entry:
"Query for engineering objects > Query: Engineering objects".
Figure 4-181
The query is opened in the COMOS work area.
Figure 4-182

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Editing a query
This query is used for displaying the valves of the unit "Reaction 02".
1. For instance, open the underlying structure of the unit "Reaction 02".
2. Navigate to the folder "A30 Valves" and open the underlying objects.
3. Drag-and-drop any valve object to the field
"Class(es)" of the query.
4. Then move the unit node "Reaction 02" to the "Start object(s)" field of the query
via drag-and-drop.
5. Click the "Search" button in the menu bar of the query.
This will show all the valve objects present in the unit "Reaction 02".
Figure 4-183
4
Figure 4-184

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Edit the query in such a way that even the "Operating temperature" and the
"Operating pressure" of the valve are displayed.
6. Select a valve object in the Navigator. The corresponding object attributes
are displayed in the detail window.
7. Open the underlying attributes of the valve in the detail window.
8. Open the underlying attributes of the attribute folder
"Process data".
9. Select the "Operating temperature" attribute and move it to the "Description"
column in the query via drag-and-drop.
Figure 4-185

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A new "Operating temperature" column is created, which shows you the

corresponding temperature settings of the valves.
Figure 4-186

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10. Repeat these steps for the "Operating pressure" attribute.
Figure 4-187
Figure 4-188

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11. In the query, change the value of the "Min. operating pressure" of valve "V001"
from "20" to "19" and then click in a new field.
The new value is highlighted again in orange to indicate that the value
changed.
Figure 4-189
In the previous chapter, you have created a data sheet revision for valve
"V001" (see Chapter 4.7.3 "Data sheet revision").
The change is also documented here.

12. Navigate to the data sheet of valve "V001".
To do this, right click on the label of valve "V001" to open its corresponding
shortcut menu and click the entry:
"Navigate > Documents below > Data sheet valve"
Figure 4-190
The data sheet opens.

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The "Min. operating pressure" is highlighted in orange and marked with the "*"
symbol. This means that the value is different than the one of the last revision.
For a detailed description, please refer to the Chapter 4.7.3 "Data sheet
revision".
Figure 4-191
13. Open the properties of valve "V001" with a double-click.

Even here, the changed value is highlighted in orange.
Figure 4-192

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All changes are thus visible and documented.

Discard the new value and apply the old value.
15. To do this, right click in the field to open its corresponding shortcut menu
and click the entry:
"Update static link".
Figure 4-193
16. The old value is applied again.
Figure 4-194
17. Close the properties of the valve.

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18. Update the data sheet.

Now, even this value is no longer highlighted in orange and marked with
the "*" symbol.
Figure 4-195
19. Close the data sheet.

20. Update the query.
Even here, the value is no longer highlighted in orange.

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21. To edit all the valves in a project, drag the project node "P&ID Application
example…" to the "Start object(s)" field.
Figure 4-196
22. Click the "Search" button .
Figure 4-197
This displays all the valves in the example project.
Figure 4-198

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23. You can sort the valves according to their plant unit to obtain a better overview.
To do this, right-click in the header of the "Label" column to open its
corresponding shortcut menu.
Click the entry:
"New > Owner".
Figure 4-199
A new column is created and the corresponding plant unit of the object is
displayed in it.
Figure 4-200

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24. Reopen the shortcut menu by right-clicking the header and click the entry:
"Sorting / Filter".
Figure 4-201
25. The "Sorting /Filter" dialog opens.

You can sort the objects according to plant unit from this dialog.
To do this, double-click the first field of the "Column" column.
Figure 4-202
26. Open the shortcut menu.
Figure 4-203

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27. Click on the "Owner" entry.
Figure 4-204
28. In the "Grouping" field, enter the value "1".
Figure 4-205
Figure 4-206

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You have now sorted the valves according to their plant unit.
Figure 4-207

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Saving queries
In order to be able to reuse the query you just created, you have to save it.
1. To do this, click the "Save" button in the menu bar of the query.
2. A shortcut menu opens. Click the entry:
"Save As...".
Figure 4-208
The "Save As..." dialog opens.

3. Drag, for instance, the node "@Q Queries" and drop it in the field
"Save As...".
Figure 4-209

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4. Give it a suitable name and click the "OK" button.
Figure 4-210
The query is saved under the object node "@Q Queries".
Figure 4-211
5. Reopen the query. If it is empty, click the "Search" button to search and
display the data.

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Evaluating the query automatically when opened

To run the search automatically when opening the query, proceed as follows:
1. Click the "Search immediately" button .
2. Save the changes by clicking the "Apply" and "OK" buttons.
Figure 4-212
The next time you open the query, the search will start automatically and you
will be shown the current valve data.
Figure 4-213
Note If you activated the automatic search feature and it contains a query with many
objects, the search might have a negative impact on the software performance
when processing the query.
Therefore, you should only activate the automatic search feature for smaller
queries.

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Result
You have created, edited and saved your own query.
Therefore, you can use it over and over again.
Note For further information on queries, refer to the manual:

"COMOS Platform Operation", Chapter 15 "Working with queries and batch
editing".


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4.10 Working in the P&ID diagram

This chapter gives you a description of further basic and useful features.
4.10.1 Drawing pipes
This section describes how to create pipes and how to edit them.
In the case of the application example, you should create two intersecting pipes
and prioritize them.
Creating pipes on the P&ID

Create a new P&ID diagram underneath the unit "Reaction 02".
1. To do this, right-click the unit "Reaction 02" to open
its shortcut menu and then click the entry:
"New > P&ID diagram (DIN A1)".
Figure 4-214

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2. Open the new P&ID diagram with a double-click.
Figure 4-215
3. Create a horizontal and vertical pipe with the "Connection" tool.

4. Select the "Connection" tool in the toolbar of the P&ID diagram and draw
a horizontal pipe with it.
a. To define the start point for the pipe, left-click on the P&ID working area.
b. To specify the pipe run and define intermediate points, move the cursor
over the P&ID and click it with the left mouse button. The flow direction
corresponds to the direction in which you draw the pipe. The flow direction
is shown at the start of the pipe as an arrowhead.
c. To specify the end of the pipe, right-click anywhere on the P&ID.
Note If you draw a pipe with the drawing type "M22_P1" in a P&ID, a three-stage pipe
structure is created by default.
 Pipe (container)
 Pipe section
 Pipe segment
If you draw a pipe with the drawing type "M22_P2" (KKS normal) or "M22_P3"
(KKS with small symbols) in a P&ID, a 2-stage pipe structure is created by
default.
 Pipe section
 Pipe segment

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Figure 4-216
5. Then draw a vertical pipe directly over the horizontal pipe.

The vertical pipe is hereby visually split.
Figure 4-217
Note Two pipes that cross one another can be displayed in various ways.
You will find more detailed information on this topic in the manual: "COMOS
Process P&ID Administration", keyword "display types"


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Defining pipe priority

Define the priority of the pipes.
In the application example, the horizontal pipe is the primary and the vertical
pipe the secondary.
1. Select the horizontal pipe and right-click it to open the shortcut menu.
2. Open the properties of the pipe.
Figure 4-218
3. Open the "Graphical options" tab.

You can change the pipe priority in the "Pipe section properties"
4. To do this, open the drop-down list of the "Pipe priority" field and click on
the entry: "Primary pipe section".

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Figure 4-219
This also changes the properties of the pipe in the tab.
5. Click the "Apply" button followed by "OK" to confirm your entry.
Figure 4-220

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The pipe is modified according to the settings.
Figure 4-221
6. Repeat the steps and change the pipe priority of the vertical pipe to
"Secondary".
In the flow diagram, the priority pipe is displayed in bold and orange.
The vertical one is thinner and blue.
Figure 4-222

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Optional: Showing and hiding standard pipe flags and labels

The standard pipe flags and labels are shown automatically on the pipes.
You can show or hide them from the shortcut menu of the corresponding pipe.
1. Select a pipe
2. Right-click it to open its shortcut menu and click on the entry:
"Options > Hide all pipe flags and labels"
Figure 4-223
Figure 4-224

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Note For further information, refer to the manual:

"COMOS Process P&ID Operation", Chapter 7 "Using pipes".


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4.10.2 Creating and editing measurement functions
This section describes how to create a measurement function.

In the application example, a measurement of the flow rate is created for
the horizontal pipe.
Creating measurement functions

1. The toolbar is located on the right side of the P&ID.
It contains a predefined selection of equipment or functions.
In the toolbar, click on the icon of the measurement function
"Flow rate, throughput".
Note If, for instance, a frequently needed object cannot be found in the toolbar,
you can also edit it and extend it according to your needs.
The following manual gives you a detailed description on how to do this:
"COMOS Platform Getting Started", Chapter 11 "Base objects per toolbar"
2. Move the cursor to the pipe position where you wish to place the measurement
function.
Position the cursor in such a way that the lower connector point touches the
pipe.
If the symbol does not have any predefined connector points, place the
function and connect it subsequently with the "Connection" tool.
Figure 4-225

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3. Pause briefly and then move the cursor from the pipe upwards.
The function docks automatically to the pipe and a measuring line is drawn
in between the pipe and the function.
Figure 4-226
Note If a function was docked in the wrong position during placement, move the cursor
out of the drawing area and then back in again. The function moves again over
the P&ID, together with the cursor.
4. Left-click with the mouse to place the function.

This also places an inline device in the pipe automatically.
Note The function is created in the engineering data in accordance with the
configuration set by the administrator:
 If all P&ID objects should be sorted according to category in parallel with your P&ID,
the function is created in the "A50 I&C (Instrumentation & Control)" folder under an
undefined position.
 If all P&ID objects are supposed to be compiled under the P&ID, the function is
created directly underneath the P&ID.

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The measurement function is represented in blue, as it is placed underneath

the P&ID and still doesn't have any associated subunit.
In chapter 4.5 "Extending the P&ID diagram", you can find a description on
how it should be done.
Note The pipe segment is split automatically after placing the measurement function
inline device.
You will find more information on this topic in the manual:
"COMOS Process P&ID Operation", Chapter 10.3.4 "Sorting components under
pipe elements by pipe cut mode".

Figure 4-227

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Editing the measurement function

1. Select the measurement function of the flow rate measurement and open
the corresponding shortcut menu by right-clicking on it.
2. Open the properties of the Measurement function.
Now you can edit the measurement function accordingly.
Figure 4-228
3. Open, for instance, the tab "Attributes > Function data".

Define the "Output and operation", for instance.
4. Do this by clicking its drop-down list and selecting the entry "Central control
station".
Figure 4-229

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When you select this, the measurement function in the P&ID diagram changes
the corresponding representation automatically.
Figure 4-230
5. You can also define the "Function type" in the same way.
6. Open its tab and select, for instance, the entry "PLC, SPS".
Figure 4-231

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Figure 4-232
7. The measurement function must also be "Safety relevant", "Quality relevant"

and "GMP relevant".
8. Click on the "Apply" and "OK" buttons to confirm the entries.
Figure 4-233

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4.10.3 Placing and editing components
In COMOS, you can place an object on a P&ID as follows:

 from the toolbar that is prepared in the P&ID
 from the "Base objects" tab in the Navigator
 from the "Units" tab in the Navigator
 by placing another P&ID or a template on the P&ID
Note You can find additional information on this topic in the "COMOS Platform
Operation" manual, keyword "Placing objects".
This section describes how to place and edit a control valve on the P&ID via the
base object view.
Placing objects from the base object view

1. Open the "base object" tab in the Navigator.
2. Navigate to the control valves:

"@30 Structures > M00 COMOS general > A50 Device structures > A10 P&ID
ISO 10628 > A30 Valves > A30 Control valves > A10 2-way control valves >
A10 Control valve".
You can also navigate to the corresponding base object via the shortcut menu
of an object placed on the P&ID.
3. Place the valve on the horizontal pipe.
Do this by moving the object to the horizontal pipe via drag-and-drop until it
turns yellow, then let go of the mouse button.
Figure 4-234

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This creates an engineering object automatically in the Navigator.
Figure 4-235
Note By placing the valve, the pipe segment splits.

You will find more information on this topic in the manual:
"COMOS Process P&ID Operation", Chapter 10.3.4 "Sorting components under
pipe elements by pipe cut mode".

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Editing components
Define a membrane as an actuator type for the control valve.
1. To do this, select the control valve and open its shortcut menu with a right-
click.
2. Select the entry:
"Graphical settings > Actuator type > Membrane".
Figure 4-236
Create an actuating function for the control valve.

3. In the toolbar, click on the actuating function "Actuators".
4. Move the cursor over the control valve membrane and position the cursor in
such a way that one of the connector points of the actuating function touches
the upper connector point of the membrane.
Figure 4-237

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5. Then move the function upwards and left click on it to place the function.
Figure 4-238
This generates an action line automatically which is represented as a dashed

line.
Figure 4-239

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4.10.4 Connecting functions via references
This section describes how to connect two functions by means of a reference.

If you have a P&ID with many connections, you can use this function to break
connections and therefore achieve a clearer representation.
In this application example, the measurement function of the flow rate
measurement is connected to the actuating function of the control valve by means
of a reference.
Procedure
1. Use the "Connection" tool to create a signal line on the right connector
point of the measurement function.
2. Also create a signal line on the left connector point of the actuating function.
Figure 4-240
2 3
3. The signal should be transferred from the measurement function to the

actuating function.
If the flow direction of one of the two signal directions is wrong, select
the affected signal line and open its shortcut menu with a right-click.
4. Click the entry:
"Options > Change flow direction".
This allows you to adjust the flow direction.

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Figure 4-241
Connect the two signal lines by means of a reference.

5. To do this, select the signal line on the right connector point of the
measurement function and open its shortcut menu with a right-click.
6. Click the entry:
"Connection > Memorize ...".
Figure 4-242
7. Select the left signal line of the actuating function and open its shortcut menu.

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8. Click the entry:

"Connection > Connect with …"
9. Click the "Reevaluate document" button .
Figure 4-243
You have now connected the two functions by means of a reference.
Figure 4-244

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4.10.5 Pipe labels related to the pipe spec (spec break labels)
A pipe label is shown if objects are connected with each other whose pipe spec-
related attributes do not have the same values, e.g. pipe spec, nominal diameter
and nominal pressure.
In the application example, the nominal size and the nominal pressure of a pipe
are changed in order to trigger a pipe label on the control valve.
It contains a text showing which attributes vary between connected objects.
When you update the values, even the entry in the pipe label is updated.
Procedure
1. Open the P&ID diagram (DIN A1) of the unit "Reaction 02".
2. Select the pipe leading to the control valve.
Figure 4-245
3. Define the following pipe parameters in the properties tree:

 Nominal size: "DN100"
 Nominal pressure: "PN4"
4. Click the "Apply" button to save the changes.

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Figure 4-246
The "horizontal data flow" is started and the dialog

"Update devices" is opened.
5. Click the "Abort" button to cancel the "horizontal data flow". The new values
are not transferred to the connected components. Therefore you have created
an inconsistency between the pipe and the control valve.
Note Detailed information on horizontal data flow can be found in the chapter 4.4.2
"Horizontal data flow" in this document.
6. Then go to the menu bar of the P&ID and click the

"Reevaluate document" button .
Figure 4-247

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The pipe label is displayed and shows the differences.
Figure 4-248
This functionality allows you to identify errors quickly and easily.

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4.10.6 Layer view in interactive reports (e.g., P&IDs)
This section gives you a description of how to show/hide or freeze the contents
of a layer.
Procedure
1. Open a P&ID diagram.
2. In the P&ID menu bar, click on the "Layers" button .
Figure 4-249
The "Layers" dialog opens.
Figure 4-250
3. This allows you to show/hide or freeze various objects/layers in the P&ID.

4. To show or hide layers in the report, activate or deactivate the "Visible" option
for the relevant layers.
5. To specify which layers in the report are locked for editing, activate the
"Frozen" option for the relevant layers.
Objects on locked layers cannot be selected and edited in the report.

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6. To apply your settings immediately, activate the option

"Apply immediately".
The selected settings only apply to the active session.
7. To save your settings, click on the "Save" button
Figure 4-251
8. The "Save settings" dialog opens.

This enables you to select and confirm the desired settings.
Figure 4-252
Note You can find further information on this topic in the manuals:
 "COMOS Platform Operation", keyword "Layers".
 "COMOS Platform Administration", keyword "Setting up layers for reports".


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4.10.7 Status window
This section explains the COMOS status window feature.

The status window displays all inconsistencies that are visible on the P&ID.
It shows additional information about inconsistencies and you can navigate
directly to them on the relevant P&ID.
Procedure
1. Open the P&ID diagram you created previously (DIN A1).
2. In the COMOS menu bar, click the "Status window" button .
The status window is displayed as a tab in the detail area of the Navigator.
Figure 4-253
3. Add a pump from the toolbar.

The toolbar is located on the right side of the P&ID. It contains a predefined
selection of equipment or functions.
In the toolbar, click on the icon of the pump
"Pump, general".
Note If, for instance, a frequently needed object cannot be found in the toolbar,
you can also edit it and extend it according to your requirements.
The following manual gives you a detailed description on how to do this:
"COMOS Platform Getting Started", Chapter 11 "Base objects per toolbar"

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4. Move the cursor on the P&ID diagram and place the pump by clicking on the
desired spot.
Figure 4-254
2
Figure 4-255

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5. Use the "Connection" tool to create a pipe in the reverse flow direction at
the pump output.
Figure 4-256
An error is displayed automatically in the status window.

The pipe is also displayed in red for you to identify the error quickly.
6. If the chart is very large and confusing, click on the "Navigate" icon in the
status window and the defective object is displayed directly in the P&ID.
Figure 4-257

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Figure 4-258
You can also carry out a manual consistency check.

7. To do this, open the corresponding shortcut menu with a right-click in the
P&ID diagram.
8. Click the entry:
"Check > Document".
Figure 4-259

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9. The status window shows the number of objects and connections placed in
the P&ID together with the corresponding number of inconsistencies.
Figure 4-260

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4.10.8 Showing the placing information of objects
This section shows you how to show the placing information of objects.
This allows you to see which objects have been placed and which not.
Note This function can have a negative effect on performance in big projects.
Therefore it is suggested to switch on this function only temporarily, for checking
purposes.
Procedure
1. Open the "View" menu in the COMOS menu bar.
2. Click the entry:
"Icon with placing information > For all placed objects"
Figure 4-261
A magenta check mark will now be shown in the Navigator next to the
corresponding object ( ) to indicate whether it has already been placed in
a report or not.
Figure 4-262

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5 Conclusion
5 Conclusion
Thanks to this application example you have gained insight into the basic functions
and operating instructions of COMOS P&ID.
Further possibilities for efficiency improvement can be achieved by integrating the
areas of EI&C technology, pipe spec design and pipe spec management,
isometrics or 3D integration, as well as in subsequent plant operation thanks to
consistent data management in COMOS. The open system architecture also offers
the export of COMOS data to external formats or the import of data from external
applications, such as:
 AUTOCAD DWG/DXF
 ISO 15926 compatible Proteus-XML (formerly XMpLant)
 Excel lists and data sheets (XLS/XLSX).
 Export of P&ID data to SIMIT
 Interface to Open Plant 3D

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6 Further information
6.1 Websites
Table 6-1
Topic Title
\1\ Siemens Industry http://support.industry.siemens.com
Online Support
\2\ Download page for https://support.industry.siemens.com/cs/ww/en/view/109480739
this entry
\3\ COMOS P&ID http://w3.siemens.com/mcms/plant-engineering-
Product page software/en/comos-process/comos-p-and-id/Pages/Default.aspx
\4\ COMOS http://w3.siemens.com/mcms/plant-engineering-

Product page software/en/Pages/Default.aspx
6.2 Application examples

Table 6-2
Topic Title
\1\ Application Example: https://support.industry.siemens.com/cs/ww/en/view/109480737

Controlled plant
engineering from the
outset with COMOS
FEED
\2\ Application Example: https://support.industry.siemens.com/cs/ww/en/view/70922226
Integrated
Engineering with
COMOS and
SIMATIC PCS 7 using
a practical example
6.3 Media systems

Table 6-3
Topic Title
\1\ Media system: https://support.industry.siemens.com/cs/ww/en/view/56731718
Integrated
Engineering on the
basis of COMOS with
SIMATIC PCS 7 and
the SIMIT Simulation
Framework (Video)
\2\ Media system: https://support.industry.siemens.com/cs/ww/en/view/109480224
COMOS - Making
data work

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6.4 FAQs
Table 6-4
Topic Title
\1\ COMOS FAQs https://support.industry.siemens.com/cs/search?search=COMOS
&type=Faq&lc=en-WW
overview
\2\ How do you download https://support.industry.siemens.com/cs/ww/en/view/67811976
full versions of
COMOS/COMOS
Walkinside and
Service Packs or
order them on DVD?
\3\ How do you set up a https://support.industry.siemens.com/cs/ww/en/view/109474953
WebKey access for
COMOS in the GTAC
portal?
6.5 COMOS forum

Table 6-5
Topic Title
\1\ German https://support.industry.siemens.com/tf/de/en/threads/297/?page

COMOS forum =0&pageSize=10
\2\ English https://support.industry.siemens.com/tf/ww/en/threads/298/?page

COMOS forum =0&pageSize=10

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6.6 Manuals
Table 6-6
Topic Title
\1\ Manual: https://support.industry.siemens.com/cs/ww/en/view/60596677
COMOS Platform
Getting Started
COMOS Platform
Administration (2014)
COMOS Platform
Administration (2015)
COMOS Platform
Operation
COMOS Process
FEED Operation
COMOS Process,
P&ID Administration
\7\ Manual https://support.industry.siemens.com/cs/ww/en/view/109475945

COMOS Process
P&ID Operation

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7 History
7 History
Table 7-1
Version Date Change
V1.0 07/2016 First edition

Entry ID: 109480739, V1.0, 07/2016 188

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Application Example  07/2016

Fast and easy generation of Piping

Warranty and liability

deficiency or breach of a condition which goes to the root of the contract

COMOS P&ID using a practical example

Defining the project structure ............................................................. 22

COMOS P&ID using a practical example

4.9 Generating queries ........................................................................... 134

6.3 Media systems ................................................................................. 185

COMOS P&ID using a practical example

In the plant design phases there is a number of interdependent planning steps,

COMOS P&ID using a practical example

Current serial process during plant engineering

Objective of this COMOS P&ID application example

These planning phases include a variety of requirements to improve the

COMOS P&ID using a practical example

These work steps

*Application examples planned, date of availability yet unknown

COMOS P&ID using a practical example

2.2 Example project

The flow of information

COMOS P&ID using a practical example

2.3 Alternative workflows

COMOS P&ID using a practical example

2.4 Required software components

chapter 6 "Further information" of this document.

 Conversion of PFD to a P&ID

Sample files and project

COMOS P&ID using a practical example

COMOS product portfolio

COMOS P&ID using a practical example

The complete plant information is stored in a central database. As a result,

From integrated engineering to integrated operations with COMOS

The open system architecture of COMOS can be adapted to exactly meet

COMOS P&ID using a practical example

3.2 COMOS P&ID

3.2.1 Range of functions

 Complete object library according to international standards, e.g. ISO 10628-

COMOS P&ID using a practical example

3.2.2 Benefits of COMOS P&ID

 Shorter project execution times

COMOS P&ID using a practical example

4 Configuring the example project

Table 4-1: Configuration steps

COMOS P&ID using a practical example

4.1 Opening the COMOS database and example project

COMOS P&ID using a practical example

3. In the COMOS menu bar, click the button

The "Open database" dialog opens.

Figure 4-2: "Open database" dialog

5. Select the included database:

Figure 4-3: Selecting the COMOS database

COMOS P&ID using a practical example

Figure 4-4: "Open database" dialog

NOTE From version 10.2:

8. Click the "Open" button.

Figure 4-5: "Open database"

9. In the COMOS menu bar, click the button

COMOS P&ID using a practical example

Figure 4-6: Opening a COMOS project

Note The application example is carried out in one working layer.

 "COMOS Platform Getting Started", chapter 6 "Working layers"

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