AU09 Lab PD222-1L

Successful Projects using AutoCAD P&ID
LAB - Step by Step

Greg Hoover – Veolia Water
PD222-1L Learn how to use AutoCAD P&ID to develop successful projects. Your ability to properly
setup and implement a P&ID project directly relates to the overall success of the project. P&ID projects
require your ability to be flexible and adjust quickly to changes. The lab begins with setting up a project,
moves through customization, and finishes with project collaboration.
About the Speaker:

Greg is a Project Manager for Veolia Water North America, where he interfaces with various engineering
companies for development of P&IDs. He has over 30 years of experience in engineering, including
projects in the water and wastewater industry. He has a Bachelor of Science degree in Civil Engineering
and a Master of Science degree in Engineering Management from Point Park University in Pittsburgh,
Pennsylvania.
greg.hoover@zoominternet.net
1.0 Setting up Project Environment
1.1 Launch AutoCAD P&ID 2010
Select the workspace dropdown

arrow located in the lower left hand
corner and select P&ID PIP.
1.2 Select the Ribbon arrow to minimize

the P&ID ribbon to Panel Tiles.
1.3 To minimize tool palette:

– Right click on tool palette
sidebar
– Select Allow Docking
– Select Anchor Right
– Select Auto Hide
1.4 To Save current Workspace

– Select Workspace
Select Save Current As…
1.5 Enter PD222-1L for Name
1.6 To Create a new project using the

Project Manager:
Select the drop down arrow
Select New Project
In the Project Wizard Enter the
2
following information:
[1]
– Project Name = PD222-1L
– Description = AU2009 LAB
– Directory for program files =
C:\
– Directory for supporting files
= C:\PD222-1L\Related Files
[2]
– Unit Settings <default> =
Imperial –
[3]
– Directory for drawings
<default> = C:\PD222-
1L\PID DWG
– P&ID tool Palette <default> =
PIP (Imperial)
[4]
– 3D model DWG file Directory
1L\Plant 3D Models
– Spec Sheets Directory
1L\Spec Sheets
– Orthographic output directory
1L\Orthos
[5]
– Uncheck Edit additional
project settings <default>
– Select Finish
3
1.7 View Project files in directory

C:\PD222-1L
1.8 To add a new drawing to project

PD222-1L in Project Manager
– Right click P&ID drawing
folder
– Select New Drawing
1.9 In New Drawing Enter the following

information:
– DWG number = D-101
– DWG title = PD222-LAB
4
1.10 To Update Project Properties

– Right Click Project PD222-1L
– Select Properties…
1.11 Select Project Details under General

Settings
1.12 Select Project Data in Custom

Categories
Enter the following information:
Address = Mandalay Bay
City = Las Vegas
State = NV
Select Apply
Select OK
1.13 To update Drawing Properties

Right Click Drawing D-101-PD222-
LAB
Select Properties
Enter the following information:
Drawing Area =200
Description = WATER PLANT
1.14 To view updates; in paperspace,

Zoom / Pan to drawing title block.
5
Note if updates do not appear in title

block – save drawing.
1.15 To add a new project property

WT_Plant_ID
– Right click on the project to
open project Setup
– Select Project Details under
General Settings
– Select Project Data under
Custom Properties
– Select Add Row.
– Enter WT_Plant_ID for Name
– Enter WT_AU2009 for Value
(Note use underscore not a
dash!)
1.16 To add new drawing property

WT_Doc_Control:
– Select Drawing Properties in
Project Setup
– Select Add located at bottom
of Project Setup
Enter AU2009_WT for category
name.
6
1.17 AU2009_WT is added as a new

category
Select Add Row
Enter WT_Doc_Control for name
Enter Document Control Number
for description
1.18 To add new properties to drawing

border:
Select Paperspace
Pan/Zoom to title block
Enter FIELD at the Command Line
1-Select Project for Field Category
2-Select Project
3-Select project PD222-1L
4-Select Uppercase
5-ProjectDataWTPlantID
1.19 To add the project property

WT_Plant_ID to the border, place the
field under Project Name and
Address
7
1.20 To add the drawing property to the

border:
Enter FIELD at the Command Line
1-Select Project for Field Category
2-Select Project
3-Select Drawing D-101…
4-Select Uppercase
5-ProjectData
AU2009WTWTDocControl
1.21 To add the drawing property

WT_DocControl to the border, place
the field under Drawing Name.
1.22 To update the drawing property in

the title block
– Right click on Drawing D-
101…
– Select Properties
– Scroll to category
AU2009_WT
– Enter PD222-1L-D101-2009
1.23 Field is updated in Drawing D101…
8
1.24 To organize your project

Right click on folder P&ID drawings
and add folders
Area 100, Area 200, Area 300
1.25 Drag and drop drawing D-101... into

folder Area 200
Save all Files
2.0 Develop Custom Tool Palette
2.1 To add a custom tool palette:

– Right click on the P&ID tool
palette side bar
– Select Customize Palettes…
2.2 Enter AU2009 for the name of the

Palette
9
2.3 To move the AU2009 tab to the top

of the palette, Right click on the tab
and selecting Move Up
2.4 To add an open top tank to the tool

palette:
Select Equipment Tab
Right click on Dome Top Tank
Select Copy
2.5 Select tab AU2009, Right click to:

[1] – Paste tank to palette AU2009
[2] – Add Text - Tanks
[3] – Add Separator line
3.0 Add a Custom Schematic line
3.1 To add a custom line

Select Open
10
3.2 Browse to projSymbolStyle, dwg

located in PD222-1L directory.
3.3 To Add new layer and linetype

Select Add new Layer in Layer
Properties Manager
Enter Process Water for layer name
3.4 Select linetype

Select load
Select Fenceline2
Note Process Water Linetype

remains Continuous.
-Close Layers Properties Manager

-Save and Close
projSymbolStyle.dwg
-Save Project (updates changes in
projects settings)
3.5 To add a new custom line class:

Right click on the project name
Select Properties…
Select P&ID Class
Definitions>Engineering Items>Lines
Right click Pipe Line Segments
Select New
11
3.6 Enter WT_Process_Water for class

name
Enter Process Water for display
name
3.7 Process Water is added to Pipe Line

Segments
3.8 To update line class settings:

Select Edit Line
3.9 To set Sline format in Line Setting

update the following:
1 – Flow arrow – Yes
2 – Layer Process Water
3 – Color – Cyan
4 – Linetype – FENCELINE2
5 – Tag Prompt – Prompt for tag
6 – Gap Priority - 1
12
3.10 To add the new Sline to the current

tool palette
Select Add to Tool Palette…
3.11 Right click to:

[1] – Rename to Process Water
[2] – Add Text - Lines
[3] – Add Separator Line
3.12 Test the new sline by adding a tank

and process water line to the
drawing using the P&ID tool palette
4.0 Define Custom Equipment
4.1 To define a custom equipment

symbol:
Change workspace to 2D Drafting
and Annotation
Draw the following symbol in model
space
13
4.2 Create a block, Name = WT_RO

Insertion point is midpoint of bottom
line
Save Drawing D-101…

Change Workspace back to PD222-
1L
4.3 To Define an equipment class:

Open Project Setup
Right click project PD222-1L in
Project Manager
Right click Equipment listed under
Engineering Items
Select New
4.4 In Create Class

Enter Water_Treatment for Class
Name
Enter Water Treatment for Display
Name
4.5 Water Treatment is added to the

Equipment Listing
To add sub class Reverse Osmosis
Right Click on Water Treatment
Select New
Enter WT_RO for Class Name
Enter Reverse Osmosis for Display
Name
4.6 Reverse Osmosis is added under

Water Treatment
Click Apply to accept changes
14
4.7 To add symbol to Equipment

Reverse Osmosis
Select Reverse Osmosis in the
equipment listing tree
4.8 In Symbol Setting

Enter WT-RO for Symbol Name
Select … to browse to block location
Browse to Drawing D-101-PD
4.9 Select WT_RO in Select Block
15
4.10 Update Properties in Symbol Setting

[1] - Select Equipment for Layer
[2] – Select Green for color
[3] – Select continuous for linetype
[4] – Select prompt for tag…
[5] – Select Endline for Join type
4.11 To add attachment points

Select Edit Block
4.12 To add attachment points to the

block
Select Point from the Block
Authoring Palette - Parameters tab
Locate at the Endline of the
connection point
16
4.13 To Rename Psition1 to

AttachmentPoint1
Right click on Position1
Select Rename Parameter
4.14 Enter AttachmentPoint1 for the

parameter
4.15 Repeat for AttachmentPoint2
Save and Close Block Editor
4.16 To add Properties at the Equipment

level
Select Equipment in the tree listing
Select ADD
17
4.17 In Add Property

Enter WT_Asset_Code for Property
Name
Enter Asset Code for Display Name
Select Selection List
4.18 Select New Selection List…in

Selection List Property
4.19 Enter WT_Asset_Code for Selection

list name.
4.20 Select Add Row… in Selection List

Property
Enter 1000 for Value
Enter Tanks for Description
18
4.21 Repeat Add Row

Enter 2000 for Value
Enter Reverse Osmosis for
Description
4.22 Select Apply to update changes

Review changes
Select Tanks in the tree listing
Scroll to WT_Asset_Code (note *)
Select 1000 from the selection list
4.23 Repeat to Update the Asset Code for

Reverse Osmosis
Select 2000 from the selection list
4.24 Update the Type Property for the RO

In Properties Select Type
Select Edit
4.25 Select Equipment Types

Select Add Row
4.26 Enter RO for Value

Enter Reverse Osmosis for
Description
19
4.27 Update Type to RO
Select Apply
4.28 Select Add to Tool Palette…To Add

the symbol to the active tool palette
Select OK to save and close Project

Setup
4.29 Update AU2009 Tool Palette

Enter Water Treatment for Text
Enter RO to rename icon
Add Separator line
4.30 Add the RO to the drawing using the

P&ID tool palette.
5.0 Define In-line Equipment
5.1 Define the symbols to add an Inline

Asset:
Change workspace to 2D Drafting
and Annotation
Draw the following symbols in model
space
20
5.2 Create a block, Name =

WT_Flow_Valve_Open
Insertion point is middle of triangle
5.3 Create a block, Name =

WT_Flow_Valve_Closed
Save Drawing D-101…

Change Workspace back to PD222-
1L
5.4 To Define a new inline class:
Open Project Setup
Project Manager
Right click Hand Valves listed under
Engineering Items
Select New
5.5 Enter WT_Flow_Valve for Class

Name
Enter Flow Valve for Display Name
Flow Valve is added to the valve

Listing
5.6 To add the Symbol to Flow Valve

Select Flow valve in the tree listing
Select Add Symbol…
21
5.7 Set Properties in Symbols Settings

[1] – Enter Flow-Valve-Open for
Symbol Name
[2] – Browse to Block
WT_Flow_Valve_Open in dwg D-
101…
[3] – Select Mechanical for Layer
[4] – Select Magenta for color
[5] – Select Continuous for Linetype
[6] – Select prompt for tag for
Tagging prompt
[7] – Select Inline for Join type
5.8 Repeat to add Flow-Valve-Closed

Select Add Symbol…
Set Properties in Symbols Settings

[1] – Enter Flow-Valve-Closed for
Symbol Name
[2] – Browse to Block
WT_Flow_Valve_Closed in dwg D-
101…
5.9 Select the same properties

- Mechanical for Layer
- Magenta for Color
- Continuous for Linetype
- Select prompt for tag for Tagging
prompt
- Select Inline for Join type
Two (2) symbols are available for
Flow Valve
22
5.10 To add attachment points

Select Edit Block
5.11 To add attachment points to the

block
Select Point from the Block
Authoring Palette - Parameters tab
Locate at the Midpoint of the left side
5.12 To Rename Position1 to

AttachmentPoint1
Right click on Position1
Select Rename Parameter
5.13 Enter AttachmentPoint1 for the

parameter
23
5.14 Repeat for AttachmentPoint2

located on the right side point.
5.15 Repeat for Flow-Valve-Closed
5.16 To set property for flow direction

Scroll to property HasFlowDirection
Select True
5.17 To set property for normally open –

closed
Scroll to property Normally
24
5.18 Select Edit
5.19 Update block values to match

symbol
5.20 Enter FV for Code
5.21 Select Add to Tool Palette... to add

Flow Valve to Tool Palette
5.22 Update AU2009 Tool Palette

Enter Valves for Text
Enter Flow Valve to rename icon
Add Separator line
Save Project
25
5.23 Test in Drawing D-101…

Add Sline – flow direction Right
Add Sline – flow direction Left
Place Flow Valve on each line
Right Click on Flow Valve symbol
select Set Open/Closed State
Select NC for flow direction Right
Select NO for flow direction Left
6.0 Define Custom Tag
6.1 To Define a Custom Tag format for

Water Treatment Equipment:
Open Project Setup
Project Manager
Select Water Treatment listed under
Equipment
6.2 To Define a Custom Tag format for

Water Treatment Equipment:
Open Project Setup
Project Manager
Equipment
Select New in Tag Format
6.3 Enter WT_Tag[PlantID-Asset-

Number] for Format Name
Enter 3 for Number of Subparts
26
6.4 To Define Tag Properties:

Select Project Properties for the first
field
6.5 To define the first field in Select

Project Property
Select Project Data for Category
Select WT_Plant_ID for Project
Properties
6.6 To define the second field in Select

Project Property
Select Class Properties
27
6.7 To define the second field in Select

Project Property
Select Water Treatment for class
Select WT_Plant_ID for Project
Properties
6.8 To define the third field in Select

Project Property
Select define Expression
6.9 To establish the tag to automatically

generate the next available number
In define Expression
Select Autogenerate expression
Select Project Field
Select Project icon
6.10 Select New in Select Project

Autogenerate Property to create a
new autogeneration property
28
6.11 To set the numbering sequence:

Enter LastAssetValue for Name
Enter Last Asset value used for
Description
Enter 100 for Last Used Value
Enter 1 for Increment Value
6.12 The new Autogeneration Property is

add to the tag
6,13 Select OK in Define Expression

Select OK in Tag Format Setup
6.14 The new tag format is add to Water

Treatment
6.15 To Define Format

Scroll to property TagFormatNAme
Select WT_Tag….
29
6.16 Select Apply in Project Setup

Select OK
From the AU2009 Tool Palette

Place an RO into drawing D-101
Note updated values in Assign Tag
Click in Asset Code to Select 2000-
Reverse Osmosis
Click Increment to update the
Expression [N] to 101
7.0 Define Custom Annotation
7.1 To Define a custom annotation

format for Water Treatment
Equipment:
Open Project Setup
Project Manager
Equipment
7.2 Select Add Annotation… under

Annotation
30
7.3 Set the following properties in

Symbol Settings
[1] – Enter WT_Tag for Symbol
Name
[2] – Browse to dwg
ProjSymbolStyle.dwg Select
Tag_block
[3] – Select Annotation for Layer
[4] – Select Bylayer for Color
[5] – Select continuous for Linetype
7.4 Edit Tag block format

Select WT_Tag for annotation
Select Edit Block…
7.5 [1] Right Click on annotation and

select Copy Selection
[2] Place the Annotation above the
original selection.
31
7.6 Update the copied annotation to

show the drawing area
[1] Select format
[2] Select Drawing properties
[3] Select general for Category
[4] Select Drawing Area for Drawing
Properties
7.7 The Field is updated to

GeneralDrawingArea
7.8 In Properties
Scroll to Annotation
Select the Dropdown arrow
Select WT_Tag
Select Apply OK
32
7.9 Test the updated annotation in

drawing D101…
Select RO from the tool palette
Place the RO in drawing D-101
In Assign Tag check Place
annotation after assigning tag
Place the annotation below the RO
7.10 The Annotation for the RO displays

the drawing area and tag
8.0 Define Custom Infotag
8.1 To Define a custom infotag format for

RO Equipment:
Open Project Setup
Project Manager
Select Reverse Osmosis listed under
Equipment
8.2 Select Add Annotation
33
8.3 Enter RO Infotag for Symbol Name

Select Browse icon … to select a
block to use as a template
8.4 Browse to C>program

Files>AutoCAD P&ID 2010 in Select
Block Drawing
Select AnnotationTemplates.dwg
8.5 Select InfoTag4Line
8.6 In General Style properties

Select Annotation for Layer
Select ByLayer for Color
Select Continuous for Linetype
8.7 In Other Properties

Select Yes for Linked to link
Annotation to Data Manager
34
8.8 Select RO Infotag under Annotation

Select Edit Annotation
8.9 [1] Select Format editor

[2] Select the first line of the info tag
[3] Select Class Properties
8.10 In Select Class Property

Select Equipment
Select Tag
8.11 Clear any values in Delimiter
35
8.12 To updated the second line of the

info tag
Select Format editor
Select the second line of the info tag
Select Drawing Properties
8.13 In Select Drawing Property

Select General
Select Drawing Area
8.14 Clear any values in Delimiter
To updated the third line of the info

tag
Select Format editor
Select the third line of the info tag
Select Project Properties
Select Project Data
Select WT_Plant_ID
36
8.15 Add a second subpart to the third

line
Select Class Properties
Select Equipment
Select Asset Code
8.16 Add –AC- for the Delimiter between

the subparts
Select and Delete the fourth line.

Lines can be copied or deleted in
annotations

Select Apply – OK in Project Set-up
8.17 Test the Info tag

Place an RO in drawing D101…
Right click on the RO
Select Annotate
Select RO Infotag
37
8.18 Place the Info Tag near the RO
8.19 Double click on the infotag to edit.
8.20 Erase existing items and create a

P&ID using the AU2009 Tool Palette
Save Drawing D101…
38
9.0 Create a Custom Report
9.1 To create a custom report

Right click project PD222-1L
39
9.2 Select Reports

Select New…
9.3 Enter PD-222-1L for Report Name

Select Equipment List for Start with:
9.4 Select the following properties

Under Equipment select
-Tag
-Area
-Asset Code
Under P&ID Drawing Properties
select
-DWG Number
9.5 Using the up and down arrows

arrange the property ordering as
follows:
Tag
Asset Code
Area
DWG Number
PnPID
40
9.6 To View report PD-222-1L in the

Data Manager
Select Project Reports
Select PD222-1L
9.7 PD222-1L is shown in the report

preview screen
10.0 Create a Data Manager View
10.1 Open Project Set-up

Select Data Manager Configuration
listed below P&ID DWG Settings
Select Create View
10.2 Enter PD222 View for Name

Select Drawing Data for Scope for
Scope
Select New Level…
41
10.3 Select Equipment in Select Class

Property
Select Area
10.4 Level 1 is created

Select New Level…

Property
Select Asset Code

Select New Level…
42

Property
Select Tag
Select Apply - OK in Project Setup
10.9 Open Data Manager using the P&ID

Ribbon
10.10 Select Drawing Custom Views in

Data Manager
10.11 Select PD222 View…

Expand tree to show Area and Asset
Code
Click on different levels of the tree to
change items displayed in the Data
Manager.
11.0 Create Export and Import Setting
43
11.1 Open Project Set-up

Select Export and Import Settings
listed below P&ID DWG Settings
11.2 Select New

In New Export and Import Settings
Enter PD222 Export Settings for
Name
Enter AU Lab for Description
Select Equipment listed below
Engineering Items
11.3 Check the following P&ID Properties

PnPID
Tag
Type
Equipment…
Area
Asset Code
44
11.4 Check PnPID for UID

Check Tag for UID
11.5 Select Type for Value Mapping
11.6 Select RO for P&ID Property Type

Enter Filter for External Property
Type
Select TK for P&ID Property Type
Enter Vessel for External Property
Type
11.7 New Export and import settings

listing is displayed
11.8 Select Apply – OK in Project Setup
Open Data Manager

Select Current Drawing Data
Select Engineering Items
45
11.9 Select Export

Select PD222 Export Setting from
the drop down list
Select Active Node and all child
nodes
Browse to a location (suggest Project
files)
11.10 Open Excel file D-101-PD222-LAB -

Equipment.xls
11.11 Note Type values have been

mapped as previously defined
46

AU09 Lab PD222-1L

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Successful Projects using AutoCAD P&ID

LAB - Step by Step

About the Speaker:

1.0 Setting up Project Environment

1.1 Launch AutoCAD P&ID 2010

Select the workspace dropdown

1.2 Select the Ribbon arrow to minimize

1.3 To minimize tool palette:

1.4 To Save current Workspace

1.5 Enter PD222-1L for Name

1.6 To Create a new project using the

In the Project Wizard Enter the

1.7 View Project files in directory

1.8 To add a new drawing to project

1.9 In New Drawing Enter the following

1.10 To Update Project Properties

1.11 Select Project Details under General

1.12 Select Project Data in Custom

1.13 To update Drawing Properties

1.14 To view updates; in paperspace,

Note if updates do not appear in title

1.15 To add a new project property

1.16 To add new drawing property

1.17 AU2009_WT is added as a new

1.18 To add new properties to drawing

1.19 To add the project property

1.20 To add the drawing property to the

1.21 To add the drawing property

1.22 To update the drawing property in

1.23 Field is updated in Drawing D101…

1.24 To organize your project

1.25 Drag and drop drawing D-101... into

Save all Files

2.0 Develop Custom Tool Palette

2.1 To add a custom tool palette:

2.2 Enter AU2009 for the name of the

2.3 To move the AU2009 tab to the top

2.4 To add an open top tank to the tool

2.5 Select tab AU2009, Right click to:

3.0 Add a Custom Schematic line

3.1 To add a custom line

3.2 Browse to projSymbolStyle, dwg

3.3 To Add new layer and linetype

3.4 Select linetype

Note Process Water Linetype

-Close Layers Properties Manager

3.5 To add a new custom line class:

3.6 Enter WT_Process_Water for class

3.7 Process Water is added to Pipe Line

3.8 To update line class settings:

3.9 To set Sline format in Line Setting

3.10 To add the new Sline to the current

3.11 Right click to:

3.12 Test the new sline by adding a tank

4.0 Define Custom Equipment

4.1 To define a custom equipment

4.2 Create a block, Name = WT_RO

Save Drawing D-101…

4.3 To Define an equipment class:

4.4 In Create Class

4.5 Water Treatment is added to the

4.6 Reverse Osmosis is added under