Autopl 1

B ENTLEY A UTO PLANT P&ID
Process & Instrumentation Diagrams

DAA023370-1/0001
B ENTLEY A UTO PLANT P&ID
P R O C E S S & I N S T R U M E N T AT I O N D I AG R AM S
2004 Edit ion
BENTLEY SYSTEMS INC.

WWW.BENTLEY.COM
T UTORIAL
COPYRIGHT INFORMATION
TRADEMARKS
Bentley and the B Bentley logo are registered trademarks and Bentley SELECT is a registered service mark of Bentley Systems, Incorporated or Bentley Software, Inc. AutoPLANT is a registered trademark of Rebis. Rebis is a wholly owned subsidiary of Bentley Systems, Incorporated. ISOGEN is a registered trademark of Alias Ltd., United Kingdom. Windows, SQL Server, MSDE, Access, Excel, and Office are registered trademarks of Microsoft Corporation. AutoCAD is a registered trademark of Autodesk, Inc. Adobe, the Adobe logo, Acrobat, the Acrobat logo are registered trademarks of Adobe Systems Incorporated. Oracle is a registered trademark of Oracle Corporation. Crystal Reports is a registered trademark of Seagate Software Inc. Other brands and product names are the trademarks of their respective owners.
COPYRIGHTS
Information in this manual is subject to change without notice and does not represent a commitment on the part of Bentley Systems Incorporated. The software in this document is furnished under a license agreement or a non-disclosure agreement. It is against the law to copy the software on any medium except as specifically allowed in the license or non-disclosure agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying or recording, for any purpose without the written permission of Bentley Systems, Incorporated. If this manual is being received electronically, you may print one copy for each licensed user, to whom the manual relate, for informational, noncommercial purposes, provided that any copy of this document (or any portion thereof) contains this copyright notice. 1997-2003 Rebis. All rights reserved. (the copyright date is changed as needed to reflect dated changes to the documentation) AutoPLANT 1997 Rebis. Unpublished rights reserved under the copyright laws of the United States and international treaties. All rights reserved.
TABLE OF CONTENTS
CHAPTER 1: INTRODUCTION
WHAT IS AUTOPLANT P&ID?..................................................................................... 1-2 HELP AND DOCUMENTATION................................................................................... 1-2 HTML HELP AND PDF TUTORIAL FILES....................................................... 1-2 HELP/DOCUMENT UPDATES........................................................................ 1-3 P&ID HELP ORGANIZATION.......................................................................... 1-3 PRINTING HELP/TUTORIAL FILES ............................................................... 1-4 FEATURES.................................................................................................................. 1-5 DATA SHARING.............................................................................................. 1-5 DRAFTING...................................................................................................... 1-6 TAG REGISTER.............................................................................................. 1-6 PROCESS/RUN HIERARCHY ........................................................................ 1-6 CONSISTENCY CHECKER ............................................................................ 1-6 SYMBOLS & ASSEMBLIES ............................................................................ 1-7 ORGANIZED, CONSISTENTLY ACCURATE DRAWING FILES .................... 1-7 MULTIPLE VIEWS FOR NON-GRAPHICAL DATA ......................................... 1-7 IMPORT/EXPORT CAPABILITIES.................................................................. 1-7 REPORTS....................................................................................................... 1-8 ABOUT THIS TUTORIAL ............................................................................................. 1-8 PART I: BASIC TUTORIAL.............................................................................. 1-8 PART II: ADVANCED TUTORIAL.................................................................... 1-8 DOCUMENTATION CONVENTIONS .......................................................................... 1-9 PROCEDURE CONVENTIONS ................................................................................... 1-9 TECHNICAL SUPPORT AND TRAINING .................................................................. 1-10 TECHNICAL SUPPORT................................................................................ 1-10 SELECT SERVICES ONLINE ....................................................................... 1-10 SELECT PRIVILEGES .................................................................................. 1-11 PRODUCT UPDATES AND UPGRADES ............................................... 1-11 AROUND-THE-CLOCK TECHNICAL SUPPORT ................................... 1-11 EXCLUSIVE LICENSING OPTIONS....................................................... 1-11 DISCOUNTS ON TRAINING AND CONSULTING SERVICES ............... 1-11 BENTLEY CONSULTING.............................................................................. 1-11 BENTLEY INSTITUTE................................................................................... 1-12 THE BENTLEY INTEGRATION NETWORK.................................................. 1-12
AutoPLANT P&ID Tutorial i
TABLE OF CONTENTS
PRE-START CHECKLIST ..........................................................................................1-12 INSTALL AUTOPLANT P&ID PROGRAM FILES...........................................1-12 CREATE A WORKING TUTORIAL DIRECTORY ..........................................1-12
PART I: AUTOPLANT P&ID BASIC TUTORIAL CHAPTER 2: GETTING STARTED

WHAT IS DOCUMENT MANAGER? ............................................................................2-2 FEATURES ..................................................................................................................2-2 EASE OF DATA ENTRY ..................................................................................2-2 REVISION CONTROL .....................................................................................2-3 USER INTERFACE CUSTOMIZATION ...........................................................2-4 STARTING DOCUMENT MANAGER AND OPENING A PROJECT.............................2-5 A TOUR OF THE DOCUMENT MANAGER INTERFACE.............................................2-7 DOCUMENT MANAGER TOOLBAR ...............................................................2-7 TABS ...............................................................................................................2-7 PROPERTIES TAB ...................................................................................2-8 DOCUMENT VIEW TAB............................................................................2-8 ASSOCIATED DOCUMENTS GROUP-BOX.............................................2-9 DOCUMENT MANAGER ON-LINE HELP ....................................................................2-9 VIEWING A PROJECT CONFIGURATION ................................................................2-10 REGISTERING AN APPLICATION IN DOCUMENT MANAGER................................2-11 ADDING A DOCUMENT TO A PROJECT TREE........................................................2-12 ADDING REVISION MARKS TO A DOCUMENT........................................................2-14 STARTING A NEW P&ID DRAWING FROM DOCUMENT MANAGER......................2-15 A TOUR OF THE P&ID INTERFACE..........................................................................2-19
CHAPTER 3: EQUIPMENT, PROCESS LINES, AND CONTROL STATIONS

PLACING EQUIPMENT ...............................................................................................3-2 DRAWING PROCESS LINES.......................................................................................3-7 BUILDING A CONTROL STATION ..............................................................................3-9 PLACING VALVES ..........................................................................................3-9 DRAWING A BYPASS LINE ..........................................................................3-12 PLACING REDUCERS ..................................................................................3-13
ii
AutoPLANT P&ID Tutorial
TABLE OF CONTENTS
CHAPTER 4: FLOW LOOPS, VALVES, AND INSTRUMENTS

CREATING A FLOW LOOP ......................................................................................... 4-2 PLACING VALVES ...................................................................................................... 4-8 PLACING INSTRUMENT SYMBOLS......................................................................... 4-10
CHAPTER 5: ASSEMBLIES, EQUIPMENT TRIM, FLANGES, AND ARROWS

BUILDING AN ASSEMBLY .......................................................................................... 5-2 PLACING LEVEL GAUGES ......................................................................................... 5-5 PLACING DRAINS....................................................................................................... 5-7 PLACING EQUIPMENT TRIM ................................................................................... 5-10 PLACING FLANGES.................................................................................................. 5-11 PLACING ARROWS .................................................................................................. 5-13 PLACING FLOW INDICATORS .................................................................... 5-16 PLACING FLOW ARROWS .......................................................................... 5-17
CHAPTER 6: PROCESS MANAGER AND EDITING FEATURES

USING PROCESS MANAGER TO REASSIGN A PIPE RUN....................................... 6-2 EDITING FEATURES .................................................................................................. 6-5 REPLACING A VALVE .................................................................................... 6-5 CHANGING AN ATTRIBUTE .......................................................................... 6-6 REMOVING AND REPLACING VALVES ........................................................ 6-7 MOVING SECONDARY EQUIPMENT TAGS.................................................. 6-7 BREAKING LINES........................................................................................... 6-8
PART II: AUTOPLANT P&ID ADVANCED TUTORIAL CHAPTER 7: EXPERT MODE, TO/FROM ARROWS, CONSISTENCY, AND EXTERNAL FILES
ENABLING EXPERT MODE ........................................................................................ 7-2 MATCHING TO/FROM ARROWS ............................................................................... 7-2 RUNNING CONSISTENCY CHECKS.......................................................................... 7-3 LINKING EXTERNAL FILES ........................................................................................ 7-5
iii
TABLE OF CONTENTS
CHAPTER 8: PSVS, ASSEMBLIES, AND EXCHANGE DRAWINGS

ADDING A PSV TO A TOWER .....................................................................................8-2 ATTACHING AN ASSEMBLY TO A PROCESS LINE...................................................8-6 CREATING AN EXCHANGE DRAWING ......................................................................8-7 CONCLUSION .............................................................................................................8-8
iv
INTRODUCTION
The AutoPLANT Piping and Instrumentation Diagrams (P&ID) program is an AutoCAD drawing system for creating Pipe Flow Sheets, Process Flow Diagrams (PFDs), Piping and Instrumentation Diagrams (P&IDs), and Instrument Loop Sheets. This Windows-based, user-friendly drafting tool automates the insertion of typical symbols used in the petrochemical and instrument engineering fields, assuring consistency and shortening overall design time. Detailed Process Line, Valve, Instrument and Equipment lists are produced automatically. WHAT IS AUTOPLANT P&ID? HELP AND DOCUMENTATION FEATURES ABOUT THIS TUTORIAL DOCUMENTATION CONVENTIONS PROCEDURE CONVENTIONS TECHNICAL SUPPORT AND TRAINING PRE-START CHECKLIST 1-2 1-2 1-5 1-8 1-9 1-9 1-10 1-12
1-1
INTRODUCTION
W HAT IS AUTOPLANT P&ID?
WHAT IS AUTOPLANT P&ID?

AutoPLANT P&ID enables you to create intelligent Piping and Instrument Diagrams, Process Flow Diagrams and other Piping Schematics. P&ID provides multi-user access to non-graphical intelligence stored in XBase, Oracle or other popular database formats. P&ID is an ideal tool for engineering companies or plant operators to capture process information for system design, OSHA 1910 compliance, HAZOP studies, and maintenance management. Note P&ID is a powerful addition to AutoDesks popular AutoCAD drafting package, and is fully compatible with AutoCAD 2004, 2002, 2000, 2000i, Release 14 working in the Windows NT (4.0 or greater), Windows 2000, Windows 98, or Windows XP environments, ONLY! At this time, P&ID does not support AutoCAD 2000s multiple document interface (MDI).
Note
HELP AND DOCUMENTATION

In an effort to provide you with the best application support in the industry, AutoPLANT documentation is provided electronically in the form of HTML help files and Adobe Acrobat Reader PDF files. This important decision was made to provide a method of quickly updating users with the latest program additions or modifications. Since this information is provided electronically, users can simply download the latest help files from our web site, without the delay to update and reprint hard copy documentation. Note In response to user requests to have the application on-line help formatted in a manner that can be referenced away from a setting in which the actual software is installed, we will now provide the help in an Adobe Acrobat Reader PDF formatted manual after each major release. These will be provided in PDF format to enable users to print as many copies of this information as desired. These files will be generated in a timely manner after each release from the on-line help and made available for download from the http://docs.bentley.com web page.
HTML HELP AND PDF TUTORIAL FILES

All AutoPLANT help is provided in the latest HTML help format. This tutorial is provided electronically in Adobe Acrobat PDF format. The capability to view HTML help is automatically built into the Windows 98, Windows 2000, and Windows XP operating systems. Users with Windows NT 4.0 must have Internet Explorer 4.x or later installed and functioning. To view the PDF files you must have Adobe Acrobat Reader v.4.x or later installed and functioning. You can download these applications via the following urls. Adobe Acrobat Reader: http://www.adobe.com/products/acrobat/ Microsoft Internet Explorer: http://www.microsoft.com/windows/ie/downloads/ie/
1-2
INTRODUCTION
All applications provide a Help > Contents menu selection, which will display the relevant help for that application. In most instances, primary application help may also be directly launched via the Bentley > Plant 2004 > Help Files folder in your Windows Start menu.
HELP/DOCUMENT UPDATES
The Contents page of AutoPLANT P&ID help files contains an Update Now button. If you have a connection established with an Internet provider, press this button to access the http://docs.bentley.com web page. AutoPLANT P&ID Help and Tutorials are tracked by the build date that displays in the Title bar of each help/tutorial window. Compare the build date on your existing file with the build date of this file in the download area of the Bentley web site to determine if a newer version is available. Downloads will be provided in the form of self-extracting zip files. When you download an update, simply save the file to the directory where the old files reside, then run the downloaded executable. For example, if you download an update for the P&ID 2004 Edition help file AT_PID.CHM, the downloaded file will be named AT_PID2004.EXE. Save the file to your directory where the existing AT_PID.CHM help file resides, and then run the AT_PID2004.EXE to overwrite your existing help file.
P&ID HELP ORGANIZATION

AutoPLANT P&IDs on-line Help is the source for answers to any questions you might have about program features and functionality. All P&ID command dialogs provide a help button to quickly display context-sensitive help on that option. P&ID Help includes the following main topic areas:
+ +
New Features: Provides links to new and modified features by version number. Project Setup: Describes the various project operations modes, and provides procedures for performing the most common project configuration tasks. The tools provided to upgrade/update from previous versions of AutoPLANT are also covered. Getting Started: Provides an introduction to the interface, and provides a description on how to best use the help system. Menu Command Reference: This folder is organized to closely match the structure of the P&ID and P&ID-Tools menus. This should enable you to quickly locate help on a specific menu option. In general, the help for each command resides in a separate folder under the menu name folder where it exists in the menu. Toolbar Command Reference: This folder provides a reference to the P&ID toolbars and the commands associated.
1-3
INTRODUCTION
+
User Procedure How To: The How To sub folders in this section includes a set of procedure topics that describe how perform tasks in the P&ID application. Customization: This section provides an extensive reference to customizing P&ID. The Program Customization and Component Customization areas provide an overview of each of the main customization categories, with links to specific How To procedures to customize the respective areas of the application. Technical Support: Contains information on how and when to contact our Technical Support staff. This section includes telephone and fax numbers, as well as a live web link to the Bentley web site for the latest support information.
PRINTING HELP/TUTORIAL FILES

The HTML format of the AutoPLANT P&ID help system makes printing easier than ever. To print a topic, simply select it from the Table of Contents, then press the Print button. Enable the Print the selected topic radio button in the dialog displayed, and then press OK. If you want to print all of the topics that reside in a particular folder and all of its sub-folders, simply select the folder and press Print, then enable the Print the selected heading and all subtopics radio button, then press OK. All topics in and below the selected folder will be printed in the order that they are defined in the folder. PDF files may be printed by selecting File > Print, then selecting the range of pages to print.
1-4
INTRODUCTION
FEATURES
FEATURES
AutoPLANT P&ID runs on top of AutoCAD in the Windows 95, 98, NT, XP, or 2000 environments as shown in the following Figure. Note that the toolbars enable quick placement of components and the execution of commands. The standard set of AutoCAD commands and menus is also available. The interface is designed to streamline user input and to set up the CAD environment for the development of two-dimensional piping and instrumentation models. Note Chapter 2 introduces the P&ID interface and offers suggestions for customizing the interface to suit your working style.
DATA SHARING
The AutoPLANT P&ID external database feature enables the creation of multiple drawings and database tables, facilitating information sharing across a multi-user, project-wide environment. P&ID also shares external database tables with other integrated programs such as Bentley Instrumentation. P&ID is packaged with an XBase-compatible database engine. You can also customize database schemes to add fields and tables or access legacy data from other departments. Facilities to change database views for specific groups are also provided. Security levels enable you to assign read/write access to database fields.
1-5
INTRODUCTION
FEATURES
DRAFTING
AutoPLANT P&ID uses advanced parametric drafting routines to speed drawing generation and information capture. Icon menus, toolbars, dynamically updated dialogs, pick-lists, and other advanced user interface features make the system easy to learn. Many drafting utilities are available, including: automatic Line break/mend, Line Tag update, Instrument bubble break/mend, and attribute display controls. P&ID also features:
+
VB Data Screens: P&ID makes full use of Visual Basic dialogs for Equipment, Assemblies, and Instrument placement. Onscreen Tablet: User options for full Icon-driven menus make command selection quick and accurate. Toolbars: Many drawing symbols and commands may be accessed directly from a toolbar. Two-key options: Many 2-key alias commands speed drafting options. Improved PSV Definition: PSV Valve types have been added including size and setting displays. Improved Vessel Options: Includes selected trays, skirts and transitions.
+ +
TAG REGISTER
P&ID maintains a register of unique Tag numbers in the drawing or within the project environment. The system alerts you when duplicate Tag numbers are encountered and prompts you for another instance. Automatic Tag incrementing and user-defined validation tables enforce Tag naming conventions.
PROCESS/RUN HIERARCHY
Piping systems employ the STEP/ISO design hierarchy of process with multiple Runs, Run size and Specifications. A Process Line Manager tool graphically displays these relationships and enables you to merge Runs into different Pipe networks.
CONSISTENCY CHECKER
The Consistency Checker provides interactive checking of connectivity and consistency such as branch Lines that exceed the size of a header, or Valve sizes matching associated Pipe. Interactive viewing and printed reports are also available.
1-6
INTRODUCTION
FEATURES
SYMBOLS & ASSEMBLIES

P&ID includes over 400 symbols that conform to ISA standards. P&ID contains a complete set of piping and Instrument Line fonts, such as Major, Minor, Pneumatic, and Electric. DIN line styles are also supported. A library tool supports symbol customization and management. New symbols can be created and intelligently linked to the database.
ORGANIZED, CONSISTENTLY ACCURATE DRAWING FILES

Data Storage Options: Two data storage options are available: Store all data in the drawing. Only a single document needs to be saved. Store non-graphical data in a single external database file, providing external access to the data without having to perform import/export functions. Automatic Updates: Drawing intelligence and annotation are updated when edits have been made to the external database. Intelligent Line Annotation: When Line attributes are updated, Line annotations at all occurrences on the drawing are updated. To/From Control: Provides automatic lookup and reuse of To/From data across multiple drawings. An active list of open To/From arrows can be used to initiate Line routing. Tag Numbers: Ability to ensure unique Tag numbers across multiple drawings. Assemblies Across Multiple Drawings: Make, insert, and delete Assemblies in different drawings. Assemblies may be previewed prior to insertion and can be instructed to break a Process Line where they are inserted.
MULTIPLE VIEWS FOR NON-GRAPHICAL DATA

Data from P&ID can be displayed in multiple views, including the Design View, which presents data associated with the item during the design phase. The Maintenance View displays data associated with the item after installation. All views are fully customizable including read/write privileges.
IMPORT/EXPORT CAPABILITIES
P&ID drawings can be imported into a project environment with full consistency checking. In addition, P&IDs created in a project-wide environment can be exported as a stand-alone drawing including all related data files.
1-7
INTRODUCTION
ABOUT THIS TUTORIAL
REPORTS
One-step menu commands enable you to quickly create Line Lists, Valve Lists, Equipment Lists, and Instrument Indexes.
ABOUT THIS TUTORIAL

This Tutorial is designed to teach you the features of the AutoPLANT P&ID and Document Manager applications. The Tutorial is divided into two sections Basic and Advanced.
PART I: BASIC TUTORIAL

This section teaches you the basic prompts, commands, and procedures required to create a P&ID. During this drawing session, you will learn how to create the following diagram using AutoPLANT P&ID.
PART II: ADVANCED TUTORIAL

These chapters familiarize you with the features of the AutoPLANT P&ID program related to project environments including:
+ + + +
How to convert a stand-alone drawing into an on-line project environment drawing. How to perform consistency checks. How to create complicated assemblies for insertion into project drawings. How to link documents created with external programs.
1-8
INTRODUCTION
DOCUMENTATION CONVENTIONS
DOCUMENTATION CONVENTIONS
A number of conventions are maintained throughout Bentley documentation, which makes it easier to identify and understand the information presented.
CONVENTION NOTE: HINT: WARNING: FILENAMES
Program Code
DESCRIPTION Precedes information of general importance. Precedes optional time-saving information. Precedes information about actions that should not be performed under normal operating conditions. Directory paths and file names are italicized. Example: C:\TUTOR directory, AUTOEXEC.BAT file. Excerpts from text or basic script files, variables, and statements appear in the font shown. Commands or information that must be manually entered is bolded in the font shown. Menu commands and dialog buttons appear in a sans serif font that stands out from normal body text. Example: After selecting the File menu, press the OK button in the dialog. Dialog and database table names are italicized. Example: The Preferences dialog. Indicates that the command must be executed from a menu or dialog. Throughout this Tutorial, the menu command sequence required to execute a command will be explicitly defined in the text, while the associated toolbar button is presented in the margin.
INPUT Menu & Buttons Dialogs Field_Name Select
PROCEDURE CONVENTIONS
Several procedures are provided throughout this tutorial. Menu selections and user input are emphasized in bold while the toolbar equivalent is shown in the left margin. Refer to the example below.
> SELECTION EXAMPLE

1. Select P&ID-Tools > Assembly Manager.
By following the procedures, a drawing is created. Samples of how the drawing should look at different stages of the tutorial are also provided.
1-9
INTRODUCTION
TECHNICAL SUPPORT AND TRAINING

Bentleys Professional Services organization is dedicated to optimizing and supporting engineering environments worldwide. This trained team of experts provides users of Bentley technology a host of technical services that helps project teams leverage architectural and engineering information. Bentley SELECT is your premier service and technology program. The most comprehensive offering of its kind, Bentley SELECT streamlines the delivery and support of Bentley products into one convenient program for its members.
TECHNICAL SUPPORT
At the heart of Bentley's support initiative is Bentley SELECT, the most comprehensive service and technology subscription program of its kind. With a commitment to its users unequalled in its industry, Bentley streamlines the delivery and support of its products to Bentley SELECT subscribers. Organizations whose competitive advantage stems from continuous improvement rely on Bentley SELECT to increase their employees' skills in employing Bentley products and, ultimately, improve their bottom line. Bentley users not currently subscribed to Bentley SELECT should visit the Contacts Page at http://www.bentley.com/corporate/contacts/ for technical support information.
SELECT SERVICES ONLINE

SELECT services Online is an all-encompassing repository of technical information and support channels. At SELECT services Online, members can access: Downloads Support tools Interactive support Docs and publications Account information Developer support Project services
1-10
INTRODUCTION
SELECT PRIVILEGES
PRODUCT UPDATES AND UPGRADES
Bentley SELECT members receive free updates and upgrades for all Bentley products covered by SELECT as soon as they are available, via Web downloads and MySELECT CD.
AROUND-THE-CLOCK TECHNICAL SUPPORT

Priority telephone and E-mail ensure member access to support anytime, anywhere--with a guaranteed response in under four hours. Email: support@bentley.com
Phone: U.S. and Canada 1-800-BENTLEY Europe, Middle East, and Africa (+31) 023 5560555
EXCLUSIVE LICENSING OPTIONS

SELECT licensing offers several automatic options that lower the total cost of technology ownership. They include SELECTserver licensing, subscription licensing and home-use licensing.
DISCOUNTS ON TRAINING AND CONSULTING SERVICES

Bentley SELECT also offers discounts on Bentley Institute courses and Bentley Consulting services.
BENTLEY CONSULTING
Bentley Consulting specializes in assisting organizations in: Exploiting technology Optimizing workflows Helping project team members be their most productive With the know-how that only comes from years of practical experience, Bentley Consulting team members--located around the globe--work with firms to determine best practice standards and assist in implementing a plan to guide their people, methods and technology. The result for you: your project team will work smarter, faster and with higher quality results.
1-11
INTRODUCTION
PRE-START CHECKLIST
BENTLEY INSTITUTE
The Bentley Institute provides ongoing training courses to help organizations achieve maximum productivity through professional growth. Training courses are delivered at authorized Bentley Institute Centers worldwide. Professional Series courses focus on training on Bentley's Engineering Configurations. These courses are delivered at Bentley facilities and taught by qualified faculty members who have industry as well as application expertise.
THE BENTLEY INTEGRATION NETWORK

The Bentley Integration Network comprises more than 1,000 professionals dedicated to accelerating the e-transformation of the engineering industry. This global network: Implements the most advanced engineering information creation and management tools Utilizes best practices to deliver bottom-line, business benefits Extends the power of engineering intelligence to architects, engineers, partners, clients and owners. Its comprehensive suite of services ranges from high-level consulting to improve business process to customized development, implementation, training and support.
PRE-START CHECKLIST INSTALL AUTOPLANT P&ID PROGRAM FILES

Before you can begin this Tutorial you must install the AutoPLANT P&ID 2004 Edition program files on to your hard disk and configure your computer system to run the software. These procedures are explained in the Installation and Configuration Guide provided with your CD.
CREATE A WORKING TUTORIAL DIRECTORY

As part of this tutorial, you will create drawings and diagrams. As this is generated, a database is created on the fly which contains information about the objects. In an effort to consolidate this information, create a project directory called TUTOR and periodically save the drawing in this location. After the tutorial is finished, you can delete the directory and its files.
1-12
AUTOPLANT P&ID BASIC TUTORIAL
This tutorial introduces you to some of the basic features and functions of the AutoPLANT P&ID application. This section also provides detailed explanations of many P&ID prompts. CHAPTER 2: GETTING STARTED CHAPTER 3: EQUIPMENT, PROCESS LINES, AND CONTROL STATIONS CHAPTER 4: FLOW LOOPS, VALVES, AND INSTRUMENTS CHAPTER 5: ASSEMBLIES, EQUIPMENT TRIM, FLANGES, & ARROWS
AUTOPLANT P&ID BASIC TUTORIAL
GETTING STARTED
This chapter introduces you to the Document Manager application, which enables you to organize, revise, and preview project documents created with registered Bentley applications. During this session, you will learn how to modify the project document tree, add documents to a project, add revision marks to a document, and start a new P&ID Drawing. In this chapter, you will also learn some of the basic features of the AutoPLANT P&ID application. WHAT IS DOCUMENT MANAGER? FEATURES STARTING DOCUMENT MANAGER AND OPENING A PROJECT A TOUR OF THE DOCUMENT MANAGER INTERFACE DOCUMENT MANAGER ON-LINE HELP VIEWING A PROJECT CONFIGURATION REGISTERING AN APPLICATION IN DOCUMENT MANAGER ADDING A DOCUMENT TO A PROJECT TREE ADDING REVISION MARKS TO A DOCUMENT STARTING A NEW P&ID DRAWING FROM DOCUMENT MANAGER A TOUR OF THE P&ID INTERFACE 2-2 2-2 2-5 2-7 2-9 2-10 2-11 2-12 2-14 2-15 2-19
2-1
GETTING STARTED
W HAT IS DOCUMENT MANAGER?
WHAT IS DOCUMENT MANAGER?

Document Manager is a document organization tool, which enables you to organize, edit, and preview documents on a project-by-project basis. Document Manager can also be used to add revision marks to documents, view individual documents, and to launch individual Bentley applications (i.e., Instrumentation & Wiring, AutoPLANT P&ID, etc.). Note Document Manager operates in the Windows NT (4.0 or greater), Windows 2000, Windows XP, and Windows 98 environments, ONLY!
FEATURES EASE OF DATA ENTRY

Document Manager has a user-friendly menu-driven interface with context-sensitive on-line help. Commands can either be executed from the Document Manager menu, or toolbar.
2-2
GETTING STARTED
FEATURES
REVISION CONTROL
The Revision Marks dialog enables you to edit or add revision marks to individual project documents. Document Manager provides fields for document descriptions, revision numbers, revised by, revision date, approved by, and checked by to provide revision control.
2-3
GETTING STARTED
FEATURES
USER INTERFACE CUSTOMIZATION

Document Manager offers the flexibility to customize the user interface to suit your working style. Options are available to change the document grouping preference, and to customize many of the default actions.
2-4
GETTING STARTED
STARTING DOCUMENT MANAGER AND OPENING A PROJECT
STARTING DOCUMENT MANAGER AND OPENING A PROJECT > TO START DOCUMENT MANAGER
1. 2. Install and configure the software as instructed in the Installation and Configuration insert provided with your CD. Locate the Document Manager icon and double-click on it, or select Programs > Bentley > Plant 2004 > Document Manager from your Windows Start menu to display the Login dialog. Note If you previously logged into an application and enabled the Save Password check box, this dialog will not display when you start up. You can use the File > Log on as a different User command if required.
Note 3.
Users or groups are granted access to individual projects by your System Administrator.
Document Manager defaults to logging in with supervisor privileges by populating the User Name field with Supervisor. Type Supervisor in the Password field, and then press OK to display the Document Manager environment as shown below.
2-5
GETTING STARTED
STARTING DOCUMENT MANAGER AND OPENING A PROJECT
4.
Document Manager defaults to opening the last accessed project. If you last accessed a project other than the PIW EXAMPLE project shipped with your software, Document Manager will open that project (as displayed within the Document Manager title bar). To open the PIW EXAMPLE project (or to ensure the PIW EXAMPLE project is opened), select File > Open Project to display the Open Project dialog shown below.
5. 6.
Select PIW Example Project from the Projects list, then press OK to display the Login dialog. Again, Document Manager defaults to logging in with supervisor privileges by populating the User Name field with Supervisor. Type Supervisor in the Password field, then press OK.
2-6
GETTING STARTED
A TOUR OF THE DOCUMENT MANAGER INTERFACE
A TOUR OF THE DOCUMENT MANAGER INTERFACE DOCUMENT MANAGER TOOLBAR

Take some time to familiarize yourself with the main features of the Document Manager interface. The Document Manager toolbar provides the fastest access to application commands. The following provides you with a quick reference to the icons available in the Document Manager toolbar.
Note
After initial startup, the Document Manager toolbar displays docked in the upper portion of the screen. This toolbar is permanently docked in this location.
The following provides a quick reference to the icons available in the Document Manager toolbar.
TOOLBAR ICON Open Project DESCRIPTION The Open Project button displays the Open Project dialog which enables you to locate and open an existing project. This button is the equivalent of the File > Open Project menu command. The Refresh Tree button immediately updates displayed information within the active tab with current data. This button is the equivalent of the Display > Refresh Tree menu command. The Refresh Section button immediately updates displayed information within the current section of the active tab with current data. This button is the equivalent of the Display > Refresh Section menu command. The Find Document button enables you to locate a specific document (as specified in the adjacent left-hand field) within the current project. This button is the equivalent of the Documents > Find Document menu command. The Help button activates the Document Manager Help System. The Help button is the equivalent of the Help > Contents menu command.
Refresh Tree
Refresh Section
Find Document
Help
TABS
The right area of the Document Manager screen (Properties and Document View tabs) is used to display and edit individual document details.
2-7
GETTING STARTED
A TOUR OF THE DOCUMENT MANAGER INTERFACE
PROPERTIES TAB
This tab associates file details to an individual project document. Among the many details you can edit from this tab, you can assign the file name, document name, document description, approval indication, and status.
DOCUMENT VIEW TAB

The Document View tab enables you to display the current document in a preview window. Document Manager installs Cadology controls. Controls are provided to enable you to pan, zoom, and orbit the current drawing; view a specific layer; and create views, etc.
2-8
GETTING STARTED
DOCUMENT MANAGER ON-LINE HELP
ASSOCIATED DOCUMENTS GROUP-BOX

The Associated Documents group-box lists all documents which are associated with the current tag number.
DOCUMENT MANAGER ON-LINE HELP

Document Managers on-line help system is the source for answering any questions you might have about program features and functionality, as well as to access procedural help and customization topics. Most dialogs display a Help button to access context-sensitive help on that function/dialog. The Help > Contents command displays the Document Manager - 2004 Edition Help Contents page. To navigate through the Help topics, simply click on the topic you want. Document Manager Help includes the following main topic areas:
HELP TOPIC Project Setup DESCRIPTION Describes the various project operations modes, and provides procedures for performing the most common project configuration tasks. The tools provided to upgrade/update from previous versions of AutoPLANT are also covered. Provides a general introduction to the Document Manager program and interface. Provides an interface to enable you to navigate through the menu system to access a help topic for a specific menu command. Provides a graphical interface to enable you to navigate through the toolbars to access a help topic for a specific toolbar command. How to get technical support: contains information, phone numbers, email and Internet addresses, etc.
Getting Started Menu Command Reference
Toolbar Command Reference
Technical Support
Note
User procedure How To topics can be found within the folders nested below an associated menu command. Many help topics display a How To button, enabling you to jump directly to concise How To descriptions of many Document Manager procedures. The latest application help will also be available for view/download from our http://docs.bentley.com web page web site. Check the date on your DOCMGR.CHM file against the help files available on this site to determine if you have the latest help.
AutoPLANT P&ID Tutorial 2-9
Note
GETTING STARTED
VIEWING A PROJECT CONFIGURATION
VIEWING A PROJECT CONFIGURATION > TO VIEW A PROJECT CONFIGURATION

1. Select File > Project Properties to display the Project Properties dialog shown below. Note Changes made in this dialog affect the AT.INI control file, which contains path information required to start each installed Bentley application. This file is organized into group records, which contain environment variables that are assigned to the required paths. The information in each of these records is propagated during the installation process.
2.
The Project Tab assigns the current project details and enables viewing and editing of the current PROJECT.INI configuration file settings. This tab also enables you to set the table path used by the current project. Select the Paths Tab. The Paths Tab assigns the location of project-specific information associated with other Process and Instrumentation Workgroup modules such as Datasheets and Hookups. This tab also defines the standards to be applied to the current project.
3.
2-10
GETTING STARTED
REGISTERING AN APPLICATION IN DOCUMENT MANAGER
4.
Press Cancel to close the dialog and retain the settings.
REGISTERING AN APPLICATION IN DOCUMENT MANAGER > TO REGISTER AN APPLICATION IN DOCUMENT MANAGER

1. Select File > Application Setup to display the Applications dialog as shown below.
2.
This dialog displays the various Bentley applications, which can be associated with the current project. Enable the Data Sheets check-box (if it is not already enabled) as shown below. Note The enabled/disabled applications displayed in this dialog may vary from the dialog shown on your screen, depending on the authorized licenses of individual Bentley products.
2-11
GETTING STARTED
ADDING A DOCUMENT TO A PROJECT TREE
3.
The Description field displays the name of the application you are assigning to the current project. The AutoCAD Cmd field assigns the executable file used to launch the current AutoCAD application. The Picture field assigns the application a unique image (.JPG or .ICO files only), which will be displayed in the document tree. The Reg App field associates the application type with the document type. Note The registered application must contain a value (i.e., AT_PID) in the DOC_REG.DBF database file for Document Manager to recognize documents associated with the application.
4.
Accept these settings by pressing Set, then press Apply, and then press Close to return to the Document Manager. Notice the Document Tree group box now displays the Datasheets application you just registered.
ADDING A DOCUMENT TO A PROJECT TREE > TO ADD A DOCUMENT TO A PROJECT TREE

1. Select Data Sheets from the Document tab. Note If the document directory path does not exist, Document Manager prompts you with the Document Path Not Found dialog. For this tutorial, press Yes to create the document directory and note the location of the path created.
2.
Right-click Data Sheets and select Import from the context menu to display the Select a File to Import dialog shown below.
2-12
GETTING STARTED
ADDING A DOCUMENT TO A PROJECT TREE
3.
Using this dialog, select any document to associate with the Datasheets application. For this exercise, the C:\PROGRAM FILES\BENTLEY\PLANT 2004\HELP\AUTOPLANT ER DIAGRAM V8.5.PDF file is used. Once the appropriate file is located, press Open to display the Import dialog as shown below.
4. 5.
Press OK to add the document to the project. Notice the symbol to the left of the Datasheets product icon. This indicates there are documents within the document tree. Press to expand the document tree as shown below.
2-13
GETTING STARTED
ADDING REVISION MARKS TO A DOCUMENT
ADDING REVISION MARKS TO A DOCUMENT > TO ADD REVISION MARKS TO A DOCUMENT

1. Select the file you assigned to the Datasheets document tree (in this example, AUTOPLANT ER DIAGRAM V8.5.PDF), then select Documents > Revision Marks to display the Revision Marks dialog shown below.
2-14
GETTING STARTED
STARTING A NEW P&ID DRAWING FROM DOCUMENT MANAGER 2. 3. 4.
Press Edit to enable the editing of the individual fields. In the Title field, type Preliminary Review to indicate the name of the revision, and then type 1 in the Revision field to indicate this is the first revision of the document. In the Revised By field, type your initials to indicate the individual making the revisions, then select todays date from the Revised On drop-down pick-list to indicate the date the revisions were entered. In the Approved By field, type Dept. 1 to indicate the individual or department responsible for approving the revisions, then type JFK in the Checked By field to indicate the individual responsible for reviewing the revisions. Press Add to accept your revision marks, and then press Close to exit the Revision Marks dialog. Note A more detailed explanation of the Document Manager is available in its on-line help file.
5.
6.
STARTING A NEW P&ID DRAWING FROM DOCUMENT MANAGER > TO START A NEW P&ID DRAWING
1. Right-click AutoPLANT P&ID from the Document tab, then select New from the context menu to display the New Document dialog shown below.
Note 2.
This dialog may vary in appearance, depending on your installed applications.
Assign the new drawing name by typing TUTOR1 in the File Name field. Notice the Name field is automatically populated with the value entered in the File Name field. Assign a description to the new drawing by typing Tutorial P&ID Drawing in the Description field.
2-15
GETTING STARTED
STARTING A NEW P&ID DRAWING FROM DOCUMENT MANAGER 3. Indicate the location of your new drawing by selecting the \TUTOR directory that you were instructed to create in Chapter 1 (or pick any other directory where you want to store this tutorial drawing), then select AutoPLANT P&ID. The New Document dialog should now appear as shown below.
4.
Press Create to launch AutoPLANT P&ID and display the P&ID Settings dialog shown below.
5. 6.
The P&ID Settings dialog enables you to establish the drawing settings. From the Units dropdown list, select Imperial to set the drawing units. Type F-100 in the P&ID Name field to assign a more descriptive drawing name or number (e.g., company standard drawing name).
2-16
GETTING STARTED
STARTING A NEW P&ID DRAWING FROM DOCUMENT MANAGER
Note 7. 8. 9.
You are not restricted to traditional file naming conventions for the P&ID Name field; however, you may not exceed 22 characters.
Select D from the Drawing Size or Limits drop-down list to indicate the drawing paper size. This list establishes the drawing border when creating a new drawing. Select Equipment from the Component Type drop-down list within the Annotation group box. Enable the 2 Levels radio button in the Annotation group box to indicate that you want to display prompts for all new Tag numbers. The annotation level controls the level of detail prompted for when placing a P&ID symbol and controls the amount of information displayed on the drawing once the symbol is placed.
10. Enable the Double Equipment Tags and Standard Tagging check boxes to enable you to assign Primary and Secondary Tags and to place Standard Tags in Control Valve bubbles, respectively. 11. The dialog parameters should be set as shown below. Press OK to save these settings and close the dialog.
12. The Drawing Parameters dialog displays as shown below to enable you to assign values to a number of drawing parameters used during a P&ID drawing session.
2-17
GETTING STARTED
STARTING A NEW P&ID DRAWING FROM DOCUMENT MANAGER
13. Ensure that the Drawing Parameters are set as shown above, and then press OK to save these settings and finish loading P&ID as shown below.
2-18
GETTING STARTED
A TOUR OF THE P&ID INTERFACE

Take some time to familiarize yourself with the main features of the P&ID interface. After initial startup, the Symbol Manager workspace displays in the left-hand portion of the screen. In order to provide a larger working space for the drawing, close the Symbol Manager by pressing the close button in the upper right-hand corner of the Symbol Manager workspace. Load the P&ID toolbars as described below. These provide the fastest access to component placement and application commands. The toolbars can be docked along the perimeter of the drawing as shown in the following figure, or left floating. 1. 2. 3. 4. 5. 6. 7. 8. 9. Select P&ID > Toolbars > PID Main. Select P&ID > Toolbars > Equipment. Select P&ID > Toolbars > Din Equipment. Select P&ID > Toolbars > Lines. Select P&ID > Toolbars > Valves. Select P&ID > Toolbars > Instruments. Select P&ID > Toolbars > Misc Symbols. Select P&ID > Toolbars > Tools. Select P&ID > Toolbars > Group.
After the toolbars open, position them as you would like them to appear in your current drawing session. An example arrangement is shown on the following figure.
2-19
GETTING STARTED
Experiment with the placement of these toolbars as you will be accessing them frequently during the tutorial drawing sessions. In the example above, the Din Equipment, Lines, and Valves toolbars were moved to the top of the drawing area, the Instruments, Tools, Group, and Equipment toolbars were moved to the bottom left of the drawing area, and the P&ID and Miscellaneous Symbols toolbars were docked along the left of the drawing area. The size of the toolbar icons can also be customized. Toggle the display of large or small buttons according to your preference and monitor size by right-clicking on any button in a toolbar, then selecting Customize. When AutoCADs Toolbars dialog appears, enable/disable the Large Buttons option as desired, then press Close. The P&ID toolbar selections contain fly-outs, which are denoted by the small black triangle in the lower right-hand corner of the toolbar button. Fly-outs are the equivalent of cascading menus; however, they provide the additional benefit of displaying the most recent selection as the default. This technique enables the program to automatically display the most recent selection made from a toolbar.
2-20
GETTING STARTED
If a button has a triangle in the bottom right-hand corner, it means that it contains fly-outs. Once an item is selected from a fly-out, it becomes the default button at that location in the toolbar.
Hint
To view the name of the command that will be executed by any toolbar button, simply position the cursor over an item and pause. A tool tip will display describing that item.
If you find yourself frequently accessing the commands in one of the fly-outs, you may want to open that toolbar individually. Select P&ID > Toolbars, and then select the desired toolbar from the menu.
2-21
GETTING STARTED
2-22
EQUIPMENT, PROCESS LINES, AND CONTROL STATIONS
In this chapter, you will learn how to place a Pump and Tower in your drawing, connect the Equipment using a 6 Major Process Line, and build a Control Station using Gate Valves, Control Valves, and Reducers. PLACING EQUIPMENT DRAWING PROCESS LINES BUILDING A CONTROL STATION 3-2 3-7 3-9
3-1

PLACING EQUIPMENT
PLACING EQUIPMENT
In this section, you will learn how to place equipment in your new drawing. You will begin by first placing equipment so that when you start drawing pipe, To/From information is automatically recorded.
> TO PLACE A PUMP IN A DRAWING

1. Select P&ID > Equipment to display the Equipment dialog shown below. This dialog contains a list of pre-defined Equipment symbols provided by P&ID. Note By using the AutoPLANT P&ID floating toolbar, you can navigate directly to the target dialog. For this tutorial, menu progression is described and each intermediate dialog is displayed and explained.
2.
Select Pumps and Cmprs and then press OK to display the Pumps-Compressors-Blowers dialog shown in the following figure. This dialog contains a list of pre-defined Pump, Compressor, and Blower symbols.
3-2

PLACING EQUIPMENT 3.
Select Centrif-Vert Pump and then press OK to display the Enter Tag Number dialog shown below. This dialog enables you to assign the pump tag number. Type P-100A in the Enter Tag Number field, and then press Tab to move to the Typ field. Notice that the Typ and Num fields are automatically propagated based on the Tag Number entered. The default tagging format for equipment requires a two-part tag made up of an indicator of the equipment type (e.g., E for generic Equipment, V for Vessel, D for Drum, etc.), a dash separator, and a sequence number. If the tag number has already been assigned to another piece of equipment, P&ID informs you.
Press OK when the dialog appears as shown above.
3-3

PLACING EQUIPMENT 4. A ghosted outline of the pump symbol displays in the center of your crosshairs along with the prompt:
Pick symbol insertion point.
Pick a point in the lower left-hand corner of the drawing to place the symbol. The prompt
Select orientation:
displays. Move the cursor back and forth from the left side of the symbol to the right side of the symbol and notice that the pump discharge moves from left to right. Move the cursor on the right side of the pump and press the left mouse button to orient the symbol so that the pump discharge is on the right side of the symbol. The prompt
Pick primary tag insertion point:
displays. Pick a point at the top of the drawing above the pump to place the primary tag annotation as shown below. The prompt
Pick secondary insertion point, press return for none:
displays. Pick a point below the pump to place the secondary tag annotation as shown below. 5. Repeat Steps 1-4 to place a second Pump (P-100B) next to the first as shown below. You will notice when you execute the P&ID > Equipment command that the symbols dialog remembers the location from which you placed the last equipment item. Therefore, you can jump immediately to Step 3 above after executing this command.
Now you will learn how to place a tower on your drawing.
3-4

PLACING EQUIPMENT
> TO PLACE A TOWER IN A DRAWING

1. 2. 3. Select P&ID > Equipment to display the Pumps-Compressors-Blowers dialog. Select Main Equipment, and then press OK to display the Equipment dialog. Select Vessels, and then press OK to display the Vessels-Drums-Tanks dialog shown below.
This dialog contains a list of pre-defined drum, tower, and tank symbols. Select Generic Drum, and then press OK. Note Vessels are grouped into two classifications Drums and Tanks. These types are used to determine the end of the vessel on which heads are placed. Customized head types can be created and stored in the *\P&ID\SYM directory.
4. 5.
The Enter Tag Number dialog displays to enable you to assign the drum tag number. Type TP-100 in the Enter Tag Number field, then press Tab, then press OK. The Equipment Data dialog displays as shown below to enable you to select or build the Vessel to place in the drawing.
3-5

PLACING EQUIPMENT 6. Select Elliptical from the Top/Left Head drop-down list. Select Elliptical from the Bottom/Right Head drop-down list. Select Selective Trayed from the Internals drop-down list to enable placement of trays inside the vessel and to assign a tray number, then press OK. The shell section of the generic drum is placed by picking the two corners of the vessel shell. Pick a point to define the location of the lower-left corner of the vessel as illustrated in the following Figure. Specify the scale or size of the vessel by picking a point to define the upper right corner of the vessel shell as shown in the following Figure. The prompt
Select tray position, return when done:
7.
8.
displays. Trays are placed on the vessel by picking points inside the vessel shell. If you pick a point near the left side of the shell, the tray will appear attached to the left side of the shell. If you pick a point near the right side of the shell, the tray will appear attached to the right side of the shell. Pick the first tray position two grid dots above the bottom vessel seam inside of the shell and near the left side of the shell. The prompt
Entry tray number:
displays to enable you to specify the tray number. Type 25 and press Enter. 9. Pick the second tray position in the center, near the right side of the shell. Type 36 and press Enter to specify the tray number.
10. Pick the third tray position two grid dots below the top vessel seam inside the shell near the left side of the shell. Type 1 and press Enter to specify the tray number. Press Enter again to terminate tray placement. 11. The prompt
Pick primary tag insertion point:
displays to enable you to place the tag annotation. Pick a point above the vessel, even with the pump tags. Pick a point inside the vessel to place the secondary tag annotation above the second tray as shown below.
3-6

DRAWING PROCESS LINES
DRAWING PROCESS LINES > TO DRAW PROCESS LINES

1. Select P&ID > Lines to display the Select line type dialog shown below. Select Major Process, and then press OK.
2.
The Pipe Settings dialog displays as shown below to enable you to designate the process line pipe size. Select 6 from the Sizes pick-list, then press OK.
3.
Refer to the following Figure to pick the process line end points. Start the process line by picking a point on the outlet side of pump P-100A. Pick the next point up (parallel to the tower), then pick the last point on the tower below the tray as shown. Press Enter to complete the line placement command.
3-7

DRAWING PROCESS LINES
Hint
Remember that AutoPLANT P&ID is an intelligent program, meaning you are not drawing lines, you are drawing pipe. Draw the pipe in the direction of the flow to automatically record To/From information.
4.
Now draw a 6 Major process line from the outlet side of pump P-100B to the process line from pump P-100A so that your drawing appears as shown below.
5.
Each time you draw a process line to or from another process line; P&ID displays the AutoPLANT Message dialog as shown below. Press New Process to indicate the line is a new process line. Later in this tutorial, you will learn how to add a new pipe run using the Process Line Manager command.
3-8

BUILDING A CONTROL STATION

Now you will learn how to build a Control Station at the start of the horizontal line entering vessel TP-100. First, zoom in to your drawing as shown below.
Zoom in to this area.
PLACING VALVES
You will start the control station by placing two gate valves and a control valve on the discharge process line from pump P-100A.
> TO PLACE VALVES

1. Select P&ID > Valves to display the Select valve dialog shown below. This dialog contains a list of pre-defined valve symbols.
3-9

BUILDING A CONTROL STATION 2. Select Gate, and then press OK. Place the gate valve on the process line as shown below.
3.
This command automatically repeats itself to enable you to place any number of gate valves without requiring you to re-execute the placement command. Place a second gate valve to the right of the first gate valve on the same process line. Allow enough room between the gate valves to place a few more components as shown in the figure on the following page. Press Enter to terminate gate valve placement. Type RE (re-execute) and press Enter to re-display the Select valve dialog. Select Control Valve, then press OK to display the Select control valve dialog shown below.
4.
Note 5.
The selections in the Valve Body and Actuator lists enable you to create a variety of control valves on-the-fly.
Select Gate from the Valve Body list, and then select Diaph/Spring from the Actuator pick-list and press OK.
3-10

BUILDING A CONTROL STATION 6.
Pick a point on the process line to place the control valve between the gate valves as shown below. A ghost image of the instrument balloon appears in the center of the crosshairs. Pick a point to place the balloon as shown below. Finally, you must connect the leader line from the balloon to the valve. The default insertion point for bubbles is the center of the bubble. The default endpoint for leader lines is the center of the valve and can be accessed by pressing Enter. The Enter Tag Number dialog displays to enable you to assign the control valve tag. Type 25-FV-150 in the Enter Tag Number field, and then press OK. Press Enter to terminate the valve placement command. Your drawing should now appear as shown below.
7.
3-11

DRAWING A BYPASS LINE

In this section, you will draw a bypass line, and then place a globe valve on the line.
> TO DRAW A BYPASS LINE

1. 2. Select P&ID > Lines to display the Select line type dialog. Select Minor Process, and then press OK to display the Pipe Settings dialog. Select 4, and then press OK. Start the bypass line by picking the first point (1) before the left gate valve in the process line as shown below. The AutoPLANT Message dialog displays. Press Add Run to add the line as an additional run to the existing process. Pick the second point (2) as shown below. Pick the third point (3) to connect the bypass line to the right of the right gate valve as shown below. Press Enter to end the line placement command. Place a globe valve in the center of the bypass line by selecting P&ID > Valves to display the Select valve dialog. Select Globe, and then press OK. Place the globe valve in the center of the bypass line as shown below. Press Enter to terminate the valve placement command.
3.
3-12

PLACING REDUCERS
In this section, you will place reducers on both sides of the control valve.
> TO PLACE REDUCERS

1. Select P&ID > Miscellaneous to display the Miscellaneous Symbols dialog shown below.
2.
Select Reducers and Strainers, and then press OK to display the Reducers and Strainers dialog shown below.
3.
Select Reducer, and then press OK.
3-13

BUILDING A CONTROL STATION 4. 5. Place the reducer between the left gate valve and the control valve. The Select Pipe Size dialog displays to enable you to specify the change in size. Select 4, and then press OK. The prompt
Select Object
displays. 6. You must now specify the side of the process line that you want to apply the new size. Select each segment of the process line from the right of the reducer to the end of the process line. You MUST select every segment of the process pine, including the components, valves, and line connect symbols. Press Enter when you are done. P&ID change the size of all components down the Line to 4. Place a second reducer between the control valve and the right gate valve as shown below. When the Select Pipe Size dialog displays, select 6 and then press OK. Select each segment of the process line from the right of the second reducer to the end of the process line, including valves and the run terminator on the end of the line. Press Enter. P&ID will change the size of all components down the line to 6. Press Enter again to terminate reducer placement. When you have finished placing the reducers, your drawing should appear as shown below.
7. 8. 9.
Note
If you prefer to have the annotation text for the reducers appear the same way, regardless of the reducing direction, that routine can be changed in the PID-SUP.LSP file. For more information, refer to the Customization/Program Customization/Drawing Preferences/Reducer Text topic in the AutoPLANT P&ID on-line Help.
3-14
FLOW LOOPS, VALVES, AND INSTRUMENTS
In this chapter, you will learn how to create a flow loop, place flow valves on a process line, and place instrumentation in your drawing. CREATING A FLOW LOOP PLACING VALVES PLACING INSTRUMENT SYMBOLS 4-2 4-8 4-10
4-1

CREATING A FLOW LOOP

Now you will learn how to draw a flow loop including a transmitter, controller, transducer, and flow control valve. Zoom out so that your drawing appears as shown below.
> TO CREATE A FLOW LOOP

1. First, you will place an orifice meter on the process line. Select P&ID > Instrument to display the Select instrument dialog shown below.
4-2

CREATING A FLOW LOOP 2.
Select Flow Elements, then press OK to display the Select flow element dialog shown below.
3. 4.
Select Orifice, and then press OK. Pick a point on the process line below the control station to place the orifice as shown below. Pick a point to the left of the orifice to position the instrument bubble, then press Enter to automatically connect the leader line to the center of the orifice. The Enter Tag Number dialog displays. Type 25-FT-150 in the Enter Tag Number field, and then press OK. Press Enter to terminate the orifice placement command. The drawing appears as shown below.
5.
6.
You will now insert a flow controller. Select P&ID > Instrument to display the Select flow element dialog. Select Main Instruments, and then press OK to display the Select instrument dialog. Select Distrib Analog, and then press OK.
7.
4-3

CREATING A FLOW LOOP 8. Pick the controller connection point at the top of the orifice meter bubble. Pick the symbol insertion point by picking a point straight up, above the control station as shown in the Figure on the following page. The Enter Tag Number dialog displays as shown below. Notice the ? placed in the Enter Tag Number field. AutoPLANT intelligently fills in the field to make assigning tag numbers quick and easy. Replace the ? in the Enter Tag Number field with C, then press OK.
9.
10. The Instrument Location dialog displays as shown below. Enable the Control room panel radio button, and then press OK.
11. The Select instrument line type dialog displays as shown below. Select Electrical to indicate the line type, and then press OK.
4-4

12. Pick the points to draw the electrical instrument line from the top of the FT-150 orifice meter bubble to the bottom of the FC-150 distributed analog as shown below, then press Enter. Press Enter again to terminate the line placement command. Your drawing should now appear as shown below.
13. Select P&ID > Instrument to display the Select instrument dialog shown below.
4-5

14. Select Round-Discrete, then press OK. 15. Specify the connection point by picking a point on the right side of the FC-150 distributed analog controller. Specify the insertion point by picking a point to the right, directly above the control valve. 16. The Select Instrument Type dialog displays. Select AT_INST_ from the Type pick-list, and then press OK. 17. The Enter Tag Number dialog displays. Type 25-FY-150 in the Enter Tag Number field, and then press OK. 18. Pick two points to draw the electrical line from the right side of the FC-150 distributed analog to the left side of the FY-150 round instrument, and then press Enter twice. 19. To finish the flow loop, select P&ID > Lines to display the Select line type dialog. Select Instrument Lines, and then press OK to display the Select instrument line type dialog. Select Pneumatic, and then press OK. 20. Draw a line from the bottom of the FY-150 round instrument to the top of the control valve actuator (FV-150), then press Enter. Hint You may need to type QUAD and press Enter to properly place the pneumatic line on the arc of the control valve actuator.
The completed flow control loop appears as shown below.
4-6

Note
The direction instrument lines are drawn between two or more instrument bubbles is important because the "controlled by" fields are automatically recorded. The arrow should always point to the controlling instrument.
4-7

PLACING VALVES
PLACING VALVES
You will now learn how to place valves on vertical process lines. First, zoom in to the area of the drawing shown below.
> TO PLACE VALVES ON A VERTICAL PROCESS LINE

1. 2. Select P&ID > Valves to display the Select valve dialog. Select Check, and then press OK. Pick the check valve insertion point on the P-100A vertical line as shown in the following Figure. Specify the direction of the check valves flow arrow by picking a point any distance straight up along the process line. Place a check valve on the P-100B vertical line using the same procedure. Press Enter when you are finished to end the command. You will now place a gate valve above the check valve. Select P&ID > Valves to display the Select valve dialog. Select Gate, and then press OK. Place a gate valve above the P-100A check valve, then place another gate valve above the check valve in line P-100B. Your drawing should now appear as shown below.
3. 4. 5.
4-8

PLACING VALVES
6. 7.
Select P&ID > Instrument to draw a pressure indicator on the outlet side of the P-100A pump. Select Round-Discrete from the dialog displayed, and then press OK. Pick the instrument connection point on the process line between the Pump P-100A discharge and the check valve. Pick the symbol insertion point to the left of the line. Note Remember the default bubble insertion point is in the middle of the bubble.
8. 9.
The Enter Tag Number dialog displays. Type 25-PI-100A in the Enter Tag Number field, and then press OK. Pick the end of the leader line on the vertical P-100A process line.
10. The Instrument Location dialog displays. Enable the Field radio button, and then press OK. 11. The AutoPLANT Message dialog displays as shown below asking if you would like to draw more lines to the instrument bubble.
12. Press No. You will draw more lines to an instrument bubble later in this tutorial. 13. Place another pressure indicator in a similar location on the discharge side of Pump P-100B, then tag the instrument bubble as 25-PI-100B using the same procedures. Press Enter to terminate the command. Your drawing should now appear as shown in the following Figure.
4-9

PLACING INSTRUMENT SYMBOLS

In this section, you will learn how to place instrumentation around a tower. First, zoom in to the area of the drawing shown below.
4-10

> TO PLACE INSTRUMENTATION

1. 2. 3. 4. 5. 6. Select P&ID > Instrument to display the Select instrument dialog. Select Round-Discrete, then press OK. Select the connect point on the left side of the tower above tray 1. Select the symbol insertion point to the left as shown below. The Enter Tag Number dialog displays. Type 25-PT-100 in the Enter Tag Number field, and then press OK. Press Enter to automatically connect the leader line to the connect point picked above. The Instrument Location dialog displays. Enable the Field radio button, and then press OK. The AutoPLANT Message dialog displays asking if you would like to draw more lines to the instrument bubble. Press No. Press Enter to end the command. The drawing should now appear as shown below.
4-11

> TO INSERT A PRESSURE INDICATOR

1. 2. 3. Insert a pressure indicator by selecting P&ID > Instrument to display the Select instrument dialog. Select Distrib Analog from the pick-list, then press OK. Select the connect point on the top of the PT-100 round instrument bubble, then select the symbol insertion point directly above the PT-100 round instrument. The Enter Tag Number dialog displays. Type 25-PI-100 in the Enter Tag Number field, and then press OK to display the Instrument Location dialog. Enable the Control room panel radio button, then press OK to display the Select instrument line type dialog. Select Electrical from the pick-list, and then press OK. Draw the line from the top of the PT-100 round instrument bubble to the bottom of the PI-100 distributed analog, and then press Enter. Press Enter to end the command. Your drawing should now appear as shown below.
4.
4-12
ASSEMBLIES, EQUIPMENT TRIM, FLANGES AND ARROWS
In this chapter, you will learn how to build an Assembly using the Assembly Manager, place a Vessel skirt on a Vessel, place a Flange on a Vessel Level Gauge and Process Line, and place To/From and Flow Arrows. BUILDING AN ASSEMBLY PLACING LEVEL GAUGES PLACING DRAINS PLACING EQUIPMENT TRIM PLACING FLANGES PLACING ARROWS 5-2 5-5 5-7 5-10 5-11 5-13
5-1

BUILDING AN ASSEMBLY
In this section, you will build an assembly from the instrumentation that you placed in the previous chapter. You will find the Assembly Manager is one of the most versatile tools of the AutoPLANT P&ID application.
> TO BUILD AN ASSEMBLY

1. Select P&ID-Tools > Assembly Manager to view a list of pre-defined assemblies in the Assembly Manager dialog as shown below.
Note
The Assembly Group offers two tabs System places the assembly in a directory that enables it to be used in any drawing (set this directory by selecting P&ID > Preferences > Assembly Project Directory). Project places the assembly in the current project directory and enables the assembly to be used in this project only.
2.
Select the System Tab, then press Create to define a new assembly, then respond to the prompts as follows:
Enter assembly description: Type Instrument Loop-3 and press Enter. Enter assemblys block name: Type INST3 and press Enter.
3.
associated tag attributes and entities.
A message dialog displays that states When selecting entities to create an Assembly, select ALL Press OK to close the dialog. The prompt:
Select Objects
appears. 4. Draw a window around the instrumentation as shown below, and then press Enter.
5-2

Select only these items.
Warning
Be very careful when making your selection set. Choosing a crossing for the selection set may accidentally include unwanted items in the assembly. The selection window should include only the two instruments and the leader line.
5. 6.
Select the insertion point where the PT-100 round instrument leader is attached to the tower. The prompt
Select break out lines
displays. This prompt enables you to create an assembly of items inserted into an existing process line. The length of the breakout line in the assembly determines the length of the break created for symbol insertion. For a more detailed description, refer to the AutoPLANT P&ID on-line Help system. 7. 8. Press Enter. The assembly (Instrument Loop-3) has been created and will now appear in the Assembly Manager dialog pick-list. You will now use the assembly you just created to place a temperature gauge on the right-hand side of the Tower. Expand the Generic folder within the System Tab, then select Instrument Loop-3 from the pick-list of assemblies, then press Insert. Pick the insertion point on the outside, right-hand side of the tower. Pick a point to the left of the insertion point to orient the assembly on the right-hand side of the tower.
9.
10. The Assembly Insert Options dialog displays as shown below.
5-3

11. Enable the Insert with defined tag numbers radio button, then press OK. 12. The Enter Tag Number dialog displays prompting you to assign the distributed analog a tag number. Type 25-TI-100 in the Enter Tag Number field, and then press OK. 13. A second Enter Tag Number dialog displays prompting you to assign the round-discreet instrument a tag number. Type 25-TT-100 in the Enter Tag Number field, and then press OK. 14. Press Close to exit the Assembly Manager dialog. Your drawing should now appear as shown below.
5-4

PLACING LEVEL GAUGES

In this section, you will learn how to place a level gauge on the tower. First, zoom in so that your drawing appears as shown below.
> TO CREATE A LEVEL GAUGE

1. 2. 3. 4. Select P&ID > Instrument to display the Select instrument dialog. Select Round-Discrete, then press OK. Pick the connect point on the right side of the tower shell between the bottom two trays, then pick the insertion point to the right of the tower as shown in the following Figure. The Enter Tag Number dialog displays. Type 25-LG-101 in the Enter Tag Number field, and then press OK. Press Enter to display the Instrument Location dialog. Enable the Field radio button, and then press OK. The AutoPLANT Message dialog displays. Press Yes to indicate you want to add extra lines. Draw a line from the tower to the top of the LG-101 instrument bubble as shown below, and then press Enter.
5.
5-5

6. 7. 8.
The AutoPLANT Message dialog displays. Press Yes to indicate you want to add extra lines. Draw a second line from the tower to the bottom of the LG-101 instrument bubble as shown below, and then press Enter. The AutoPLANT Message dialog displays. Press No to indicate you do not want to add extra lines, and then press Enter. Erase the extra line so that your drawing appears as shown below.
5-6

PLACING DRAINS
PLACING DRAINS > TO PLACE A DRAIN

1. Select P&ID > Lines to display the Select line type dialog. Select Utility Lines, then press OK to display the Select utility line type dialog shown below. Note You may need to select Process Lines from the first dialog to return to the main Lines dialog because P&ID always displays the last dialog from which an item was selected.
2. 3.
Select Vent-Drain, and then press OK. Type INT and press Enter, then pick the corner of the line connecting the bottom of level gauge LG101 to the tower. Pick the second point as shown in the following Figure. Press Enter to end the command. Select P&ID > Miscellaneous to display the Reducers and Strainers dialog. Select Main Miscellaneous then press OK to display the Miscellaneous Symbols dialog. Select Annotate then press OK to display the Annotation Symbols dialog shown below.
4.
5-7

PLACING DRAINS
5. 6.
Select To-text, and then press OK. Pick the end of the line you just drew (from the corner of the lower level gauge arm). Type TO DRAIN to assign the drain attribute, and then press Enter. Your drawing should now appear as shown below.
Note 7. 8.
You can rotate attribute text to your preference by selecting P&ID-Tools > Attribute Utilities > Rotate Attribute.
Now you will place a gate valve on the upper level gauge line. Select P&ID > Valves to display the Select valve dialog. Select Gate then press OK. Place gate valves on both of the horizontal level gauge arms connected to the tower. Press Enter when you are finished placing the valves.
5-8

PLACING DRAINS 9.
Select P&ID-Tools > CATT then select the first gate valve. The Hand Valve Data dialog displays.
10. As shown above, type in the Size field, and then press OK. The size annotation is automatically placed as shown below. 11. Press Enter to re-execute the command, and then select the second gate valve. The Hand Valve Data dialog displays. Type in the Size field, and then press OK. Your drawing should now appear as shown below.
5-9

PLACING EQUIPMENT TRIM
PLACING EQUIPMENT TRIM

In this section, you will learn how to place a vessel skirt.
> TO PLACE EQUIPMENT TRIM

1. Select P&ID > Equipment to display the Vessels-Drums-Tanks dialog. Select Main Equipment then press OK to display the Equipment dialog. Select Equip Trim then press OK to display the Equipment Trim dialog shown below.
2.
Select Vessel Skirt then press OK. To place a vessel skirt you need to specify two points near the bottom of the vessel shell, which will enable the function to determine the top corners of the skirt, then scale the skirt to the desired height. Pick a point on the left side of the vessel shell one grid dot above the bottom vessel seam, and then pick the next point on the right side of the vessel shell one grid dot above the bottom vessel seam. Pick a point straight down to scale the vessel skirt as shown below.
3.
5-10

PLACING FLANGES 4. 5. 6.
Type RE and press Enter to recall the last icon menu. The Equipment Trim dialog displays. Select Vortex Breaker then press OK. Pick the insertion point of the vortex breaker at the bottom center of the elliptical head. Move your mouse straight up until the breaker is scaled as shown below and press the left mouse button.
PLACING FLANGES
In this section, you will learn how to place flanges on a vessel level gauge and process line. First, zoom out so that your drawing appears as shown below.
5-11

PLACING FLANGES
> TO PLACE FLANGES

1. 2. 3. 4. 5. 6. 7. Type RE in the Command prompt to recall the last icon menu, and then press Enter. The Equipment Trim dialog displays. Select Flange then press OK. Pick any point on the left side of the vessel shell to indicate the side of the vessel where the objects will be attached. Pick the end of the process line where it connects to the vessel to indicate the insertion point. Drag the mouse to the left, then press the left mouse button to indicate the rotation. The flange is placed on the process line as shown below. You will now place flanges where the two arms from level gauge LG101 connect to the vessel. Pick the intersection where the top arm of level gauge LG101 connects to the vessel. Drag the cursor any distance to the right and click the left mouse button to indicate the rotation and place the flange as shown below. Pick the intersection where the bottom arm of level gauge LG101 connects to the vessel. Drag the cursor any distance to the right and click the left mouse button to indicate the rotation and place the flange as shown below. Press Enter to end the command.
8.
9.
5-12

PLACING ARROWS
PLACING ARROWS
In this section, you will learn how to place To/From arrows as well as draw the lines connected to the arrows. First, ZOOM EXTENTS to view the drawing as shown below.
> TO PLACE TO/FROM ARROWS

1. Select P&ID > Miscellaneous to display the Annotation Symbols dialog. Select Main Miscellaneous then press OK to display the Miscellaneous Symbols dialog. Select Arrows then press OK to display the Arrow Symbols dialog as shown below.
2. 3.
Select To-From Arrow 1LN, then press OK. Pick the insertion point for the arrow in the upper left-hand corner of your drawing.
5-13

PLACING ARROWS 4. The To/From Arrow Filter dialog displays as shown below. This dialog provides options to enable you to specify that the connection is to a process line that resides on another drawing. Press Create new arrow to continue with this exercise.
5. 6.
Pick a point any distance to the right of the arrow to indicate the rotation as shown below. Repeat this procedure to place other arrows below the first, then another one on the bottom left-hand side of your drawing, and three arrows in the upper right-hand corner so that your drawing appears as shown below. Press Enter when you are finished placing the arrows.
7.
Select P&ID-Tools > CATT then select the first arrow you drew. The To/From Arrow Data dialog displays. As shown below, type PLANT A in the Matched Dwg Name field, and then press OK.
8.
Select P&ID-Tools > CATT then select the second arrow to display the To/From Arrow Data dialog. Type PLANT B in the Matched Dwg Name field, and then press OK.
5-14

PLACING ARROWS 9.
Select P&ID-Tools > CATT, then select the arrow at the bottom left-hand corner to display the To/From Arrow Data dialog. Type PLANT A in the Matched Dwg Name field, and then press OK.
10. Repeat this procedure using the CATT command to assign F-101 to the Matched Drawing Name field for the remaining arrows in the upper right-hand corner of your drawing. 11. Draw a 6 major process line from the top of the TP-100 tower to the top To/From arrow as shown below.
12. Press OFF to specify the arrow direction as OFF drawing. 13. Connect the remaining To/From arrows by drawing 6 major process lines as shown below. Specify these as OFF drawing when prompted.
5-15

PLACING ARROWS
PLACING FLOW INDICATORS

Now you will learn how to place flow indicators. First, zoom to the area of the drawing shown below.
> TO CONNECT A TO/FROM ARROW PROCESS LINE TO EQUIPMENT

1. 2. Select P&ID > Lines to display the Select line type dialog. Select Major Process then press OK to display the Pipe Settings dialog. Select 8 then press OK. Refer to the Figure below. Pick the first point at the end of the Plant A To/From arrow (1). Then Press ON. Pick the second point below and between the pumps (2). Pick the third point straight up between the pumps (3). Pick the last point in the center of pump P-100A (4), and then press Enter.
3 4
3. 4.
Press Enter to repeat the last command, then pick the point on the line at (3) in the diagram above. Select Add Run in the AutoPLANT Message dialog. Draw the line to the center of pump P-100B. Press Enter to end the line placement command. Your drawing should now appear as shown below.
5-16

PLACING ARROWS
PLACING FLOW ARROWS > TO PLACE A FLOW ARROW

1. 2. Select P&ID > Miscellaneous to display the Arrow Symbols dialog. Select Arrow1 Closed then press OK. Select the end of the process line as shown below to indicate the insertion point.
Select here to indicate
3.
Pick a point any distance to the right of the insertion point to define the rotation and place the arrow.
5-17

PLACING ARROWS 4. Press the right mouse button and select Repeat or press Enter to repeat the flow arrow command, and then place the arrows as indicated below.
Place a Flow Arrow here.
Place a Flow Arrow here. Place a Flow Arrow here. Place a Flow Arrow here.
Place a Flow Arrow here.
5-18
PROCESS MANAGER AND EDITING FEATURES
In this chapter, you will learn how to use the Process Line Manager to reassign a pipe run to an existing process line. You will also learn how to remove and replace a valve, change and toggle attributes, move secondary equipment tags, and break a process line intersection. USING PROCESS MANAGER TO REASSIGN A PIPE RUN EDITING FEATURES 6-2 6-5
6-1

USING PROCESS MANAGER TO REASSIGN A PIPE RUN

When you drew the pipe run from the outlet side of pump P-100B to the pipe on the outlet side of pump P-100A, you defined this pipe as a new process. Now you will learn how to redefine this process line to be an additional run of an existing process line. In this exercise, you will redefine the process line on the outlet side of pump P-100A using the Process Manager utility. A pipe run has a single beginning and end, one specification, and one pipe size. A process line consists of one or more pipe runs.
> TO REASSIGN A PIPE RUN TO AN EXISTING PROCESS LINE

1. Select P&ID-Tools > Process Line Manager to display the Process Manager dialog shown below.
2.
Notice the Add Run and Merge Process buttons in the Process Lines group box are disabled because you have not yet selected a process line. Press Select < from the Process Lines group box, then select the process line on the outlet side of pump P-100A. Notice P&ID highlights the process line you selected. The Process Manager dialog redisplays. Notice the Add Run and Merge Process buttons in the Process Lines group box are now enabled. Press Add Run from the Process Lines group box, then pick the process line on the outlet side of pump P-100B. The Process Manager dialog displays. Select OK from the Run Name dialog. Press Done. Select P&ID-Tools > CATT then pick the outlet line from pump P-100B to display the Select View dialog shown below.
3.
4. 5.
6-2

6.
Select Process Line View, then press Open to display the Process Data dialog. This dialog enables you to assign detailed information for the selected process line.
7. 8.
Select the Process Data tab then type the information for the appropriate fields so that the Process Data dialog appears as shown above. Select the Run Data tab then type or select the information for the appropriate fields so that the Process Data dialog appears as shown below.
6-3

9.
Press OK. When the Select View dialog displays, press Close.
10. Select P&ID > Miscellaneous to display the Arrow Symbols dialog. Select Main Miscellaneous then press OK to display the Miscellaneous Symbols dialog. Select Annotate then press OK to display the Annotation Symbols dialog shown below.
11. Select Line ID then press OK. This command enables you to display process line information as annotation on your drawing. 12. Pick the horizontal outlet process line from P-100B. Pick a point above the horizontal outlet process line to place the line attribute. Press Enter to end the command. Your drawing should now appear as shown below.
6-4

EDITING FEATURES
EDITING FEATURES
You will now learn how to use some of the basic editing features of P&ID. In this exercise, you will replace an existing gate valve with a globe valve.
REPLACING A VALVE > TO REPLACE A VALVE

1. 2. Select P&ID-Tools > Valve Utilities > Replace Valve to display the Select valve dialog. Select Globe then press OK. Select the 4 gate valve on the bypass line in the control station then press Enter. The gate valve is replaced with a globe valve as shown below.
6-5

EDITING FEATURES
CHANGING AN ATTRIBUTE
In this section, you will learn how to change the position of an attribute as well as display a control valve attribute.
> TO CHANGE AN ATTRIBUTE POSITION

1. 2. Select P&ID-Tools > Instrument Utilities > Drag Bubble then pick the FV-150 bubble shown above. Move the bubble to the left of the control valve, and then press the left mouse button. Pick the end of the leader at the center of the control valve. Press Enter. Your drawing should now appear as shown below.
> TO DISPLAY AND RELOCATE A CONTROL VALVE SIZE ATTRIBUTE

1. Select P&ID-Tools > Attribute Utilities > Toggle Size Attribute then select the control valve bubble. The size attribute displays outside the bubble in the upper right-hand corner. Press Enter. Select P&ID-Tools > Attribute Utilities > Drag Attribute then select the size attribute. Drag the attribute to the left of the control valve bubble, then press the left mouse button. Your drawing should now appear as shown below.
2.
6-6

EDITING FEATURES
REMOVING AND REPLACING VALVES

In this section, you will learn how to remove and replace a valve by using the Mend Line command. In this exercise, you will learn how to remove a globe valve from the bypass line and replace it with a gate valve while maintaining process line connectivity.
> TO REMOVE OR REPLACE A VALVE

1. 2. 3. Select P&ID-Tools > Line Utilities > Mend Line then draw a window around the globe valve on the bypass line. Notice the globe valve is removed from the bypass line. Select P&ID > Valves to display the Select valve dialog. Select Gate then press OK. Place the gate valve where the globe valve was removed, then press Enter. Your drawing should now appear as shown below.
MOVING SECONDARY EQUIPMENT TAGS > TO MOVE A SECONDARY EQUIPMENT TAG

1. 2. Select P&ID-Tools > Attribute Utilities > Toggle Equipment Tag then pick the secondary tower equipment tag. Notice the tag attribute disappears. Pick the tower. Notice a box appears for the insertion point of the new tag location. Pick a point outside of the right boundary of the vessel as shown below. Press Enter to end the command. Your drawing should now appear as shown below.
6-7

EDITING FEATURES
BREAKING LINES
In this section, you will learn how to break the intersection of process lines using the Auto Line Break command. This command enables you to place a graphical gap in a process line without actually breaking connectivity.
> TO BREAK A LINE

1. 2. Zoom in around the area of the drawing where the process lines from the arrows overlap. Select P&ID-Tools > Line Utilities > AutoLine Break. Select the intersection points to break the lines as shown below. Press Enter to end the command. Your drawing should now appear as shown below. Note AutoPLANT P&ID contains a priority list for breaking lines (stored in the PID-SUP.LSP file), which enables priorities to be assigned based on line type and orientation. The default for breaking lines gives horizontal major process lines precedence.
6-8
II
AUTOPLANT P&ID ADVANCED TUTORIAL
This tutorial introduces you to some of the advanced features and functions of the AutoPLANT P&ID application. This section also provides exercises to operate in the Expert Mode of operation. CHAPTER 7: EXPERT MODE, TO/FROM ARROWS, CONSISTENCY CHECKS, AND EXTERNAL FILES CHAPTER 8: PSVS, ASSEMBLIES, AND EXCHANGE DRAWINGS
AUTOPLANT P&ID ADVANCED TUTORIAL
EXPERT MODE, TO/FROM ARROWS, CONSISTENCY CHECK, AND EXTERNAL FILES
In this section of the AutoPLANT P&ID tutorial explores the advanced features available in a project environment and familiarizes you with the Expert Mode of operation. During this chapter, you will match To/From arrows, perform a consistency check, and associate documents with a component. ENABLING EXPERT MODE MATCHING TO/FROM ARROWS RUNNING CONSISTENCY CHECKS LINKING EXTERNAL FILES 7-2 7-2 7-3 7-5
7-1

ENABLING EXPERT MODE
ENABLING EXPERT MODE

Select P&ID > Expert Mode to enable the AutoPLANT P&ID Expert Mode. When operating in Expert Mode, the P&ID pull-down menu will only display cascading menus. When operating in Icon Mode, a combination of icon dialogs and pull-down menus display.
MATCHING TO/FROM ARROWS

In this section, you will learn how to connect To/From arrows on the current drawing. First, zoom in to the area of the drawing shown below.
> TO MATCH TO/FROM ARROWS

1. Select P&ID-Tools > Maintenance > Match To\From Arrows. Pick the PLANT A To/From arrow to display the To/From Arrow Filter dialog shown below. This dialog enables you to select a drawing to connect to the To/From arrow, display all To/From arrows in the current project, or cancel this process.
2.
Press Display all arrows to display the To/From Arrows dialog as shown below.
7-2

RUNNING CONSISTENCY CHECKS
3.
Select F-100 (TUTOR1-P6, Run 1), then press OK. Notice the PLANT A To/From arrow now displays the F-100 match. Press Enter to end the command.

In this section, you will purposely create an error and then run the consistency check utility. First you will create information for the To/From arrow, which does not correspond with the information contained in the database for that item. 1. Select P&ID-Tools > CATT, then select the To/From arrow you matched in the previous exercise (F-100) to display the To/From Arrow Data dialog.
2.
As shown above, type F-101 in the Matched Dwg Name field to change the drawing associated with the selected To/From arrow, then press OK. Notice the F-100 To/From arrow now displays F-101.
7-3

> TO PERFORM A CONSISTENCY CHECK

1. Select P&ID-Tools > Consistency Checks. The Select Consistency Check dialog displays as shown below. Performing a consistency check enables you to verify that the P&ID symbols used in the current drawing are appropriately matched with the information in the database, as well as to verify the information displayed graphically is correct.
2.
Select To/From Arrows then press OK. The To/From Arrow Check dialog displays as shown below to enable you to define the scope of the consistency check.
3.
Enable the Current drawing radio button to perform a consistency check for the current drawing only, then enable the View Errors and Create log file check boxes and press OK. Note You can enable the Project database radio button to perform a consistency check against the entire project database. Errors are written to a log file (i.e., *\TUTOR\ TOFR_ARR.CHK) and are not displayed on the screen. If an error log file already exists, AutoPLANT P&ID displays a dialog asking if you want to overwrite the existing file.
7-4

LINKING EXTERNAL FILES 4.
AutoPLANT P&ID places a red circle on the To/From arrow to indicate that it found an error, then the AutoPLANT Checker dialog displays as shown below.
5. 6.
Notice the consistency checker displays the To/From arrow name change. Press Done. The consistency checker does not fix errors, it merely displays the errors. Use the CATT command to revert the drawing associated with the altered To/From arrow back to PLANT A.
LINKING EXTERNAL FILES

P&ID enables you to link a document to a specific component in the drawing. Once a document is linked, you can use the CATT command to select the component, and then view the associated document. Zoom to the area of the drawing shown below.
> TO LINK A DOCUMENT TO AN ITEM

1. 2. Select P&ID-Tools > CATT then select the control valve bubble to display the Control Valve Data dialog. Select the Associated Docs Tab shown below.
7-5

LINKING EXTERNAL FILES
3.
Press Add Link to display the Select Document dialog shown below.
4. 5.
This dialog displays a list of documents associated with the current project. Select the first pick-list entry, and then press OK to associate the document with the control valve. Press OK to exit the Control Valve Data dialog. Note To view documents associated with P&ID components, you must have a viewer application installed and configured.
7-6
PSVS, ASSEMBLIES, AND EXCHANGE DRAWINGS
In this chapter, you will continue to explore the advanced features available in the Expert Mode of operation. You will also learn how to add a Process Safety Valve (PSV) to a tower, add an assembly to a process line, and create an exchange drawing. ADDING A PSV TO A TOWER ATTACHING AN ASSEMBLY TO A PROCESS LINE CREATING AN EXCHANGE DRAWING CONCLUSION 8-2 8-6 8-7 8-8
8-1

ADDING A PSV TO A TOWER

In this section, you will learn how to draw a Process Safety Valve (PSV) on a process line. Zoom in to the area of the drawing shown below. 1. 2. Select P&ID > Lines > Minor Process to display the Pipe Settings dialog. Select 1 from the Sizes pick-list, then press OK. Pick a point on the lower left-hand side of the tower as shown below, then pick the line end point a short distance to the left of the tower as shown below. Press Enter to end the line placement command.
3. 4.
Select P&ID > Lines > Minor Process to display the Pipe Settings dialog. Select 3/4 from the Sizes pick-list, then press OK. Type END and press Enter, then select the end of the process line you just drew. Draw the process line so that your drawing appears as shown below.
8-2

> TO ADD A PSV TO A TOWER

1. 2. 3. 4. 5. 6. Select P&ID > Valves > Control Valve to display the Select control valve dialog. Select Angle from the Valve Body pick-list, select None from the Actuator pick-list, enable the Create PSV check-box, then press OK. Select the last segment of the process line you just drew to indicate the primary line. Type THERMAL and press Enter to indicate the PSV type. Type SET AT 150 PSIG and press Enter to indicate the PSV set point. Pick the ID symbol insertion point as shown below, and then press Enter to indicate that you want to automatically connect the leader line to the center of the angle valve.
Insert the ID symbol here. 7. The Enter Tag Number dialog displays. Type 25-PSV-200 in the Enter Tag Number field, and then press OK. Press Enter to end the command. Your drawing should now appear as shown below.
8-3

8. 9.
Place a gate valve on the horizontal process lines, then place a gate valve on the vertical process line as shown below (refer to Chapter 4). Place a flow arrow (refer to Chapter 5) at the end of the process line. Your drawing should now appear as shown below.
8-4

Now you will learn how to edit a PSV Tag.
> TO EDIT A PSV TAG

1. Select P&ID-Tools > Valve Utilities > Edit PSV Tag then select the PSV tag. Notice the Command prompt displays a list of options to drag, toggle, center justify, or right justify the PSV tag. Note 2. 3. Type the first letter of the option you wish to perform (D-drag, T-toggle, C-center justify the text, R-right justify the text) in the Command prompt, then press Enter.
Type D in the Command prompt to drag the PSV tag, and then press Enter. Drag the PSV tag below the PSV bubble, then press the left mouse button. Press Enter twice. Your drawing should now appear as shown below.
8-5

ATTACHING AN ASSEMBLY TO A PROCESS LINE
ATTACHING AN ASSEMBLY TO A PROCESS LINE > TO ATTACH AN ASSEMBLY TO A PROCESS LINE

1. 2. 3. Select P&ID-Tools > Assembly Manager to display the Assembly Manager dialog. Select the System Tab then select Instrument Loop-3 from the pick-list and press Insert. Pick the insertion point on the process line above the vertical gate valve, then move your mouse to the right of the insert point and press the left mouse button to orient the assembly as shown below. When the Assembly Insert Options dialog displays, enable the Insert with defined tag numbers radio button and press OK. The Enter Tag Number dialog displays prompting you to assign the distributed analog a tag number. Type 25-AI-100 in the Enter Tag Number field, and then press OK. A second Enter Tag Number dialog displays prompting you to assign the round-discrete instrument a tag number. Type 25-AT-100 in the Enter Tag Number field, and then press OK. Press Close. Your drawing should now appear as shown below.
4. 5. 6.
8-6

CREATING AN EXCHANGE DRAWING
CREATING AN EXCHANGE DRAWING

To complete this Tutorial, you will learn how to prepare a drawing to be placed in a project-wide database.
> TO CREATE AN EXCHANGE DRAWING

1. 2. First type QSAVE and press Enter to save the tutorial drawing. Select P&ID-Tools > Import/Export > Create Exchange Drawing to display the Enter Exchange Drawing Name dialog. This dialog enables you to enter the name and location of the Exchange Drawing.
3.
As shown above, type DEMO2.DWG in the File name field, then indicate the location of your new drawing by selecting the \TUTOR directory in the Directories group box, then press Save. Warning When creating an Exchange Drawing for an external data drawing, the AutoPLANT Message dialog prompts you to indicate if you want to purge (DELETE) the entities from the drawing. If you want to keep this drawing, press No to keep the entities on the current drawing while creating the Exchange Drawing. Press Yes if you want to purge the current drawing of all entities while creating the Exchange Drawing. You no longer need the data from this drawing, so you can purge the project data if you want to clean up the EXAMPLE project for another use to complete this tutorial.
4.
AutoPLANT P&ID embeds the data associated with the drawing and writes the Exchange Drawing. Select File > Exit to close the AutoPLANT P&ID application and return to the Document Manager. Select File > Exit to close Document Manager.
5.
8-7

CONCLUSION
CONCLUSION
You have now completed the P&ID Tutorial, but in no way has the learning process ended. You should take the time to review specific examples in this Tutorial, and experiment with them as they apply to your drawing environment. Refer to the P&ID on-line Help for a more detailed explanation of available features and functions. Customization issues are also covered extensively in the Help.
8-8

Autopl 1

Hochgeladen von

Dokumentinformationen

Originalbeschreibung:

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

Autopl 1

Hochgeladen von

Copyright:

Verfügbare Formate

B ENTLEY A UTO PLANT P&ID

Process & Instrumentation Diagrams

B ENTLEY A UTO PLANT P&ID

BENTLEY SYSTEMS INC.

PART I: AUTOPLANT P&ID BASIC TUTORIAL CHAPTER 2: GETTING STARTED

CHAPTER 3: EQUIPMENT, PROCESS LINES, AND CONTROL STATIONS

AutoPLANT P&ID Tutorial

CHAPTER 4: FLOW LOOPS, VALVES, AND INSTRUMENTS

CHAPTER 5: ASSEMBLIES, EQUIPMENT TRIM, FLANGES, AND ARROWS

CHAPTER 6: PROCESS MANAGER AND EDITING FEATURES

AutoPLANT P&ID Tutorial

CHAPTER 8: PSVS, ASSEMBLIES, AND EXCHANGE DRAWINGS

AutoPLANT P&ID Tutorial

AutoPLANT P&ID Tutorial

WHAT IS AUTOPLANT P&ID?

HELP AND DOCUMENTATION

HTML HELP AND PDF TUTORIAL FILES

AutoPLANT P&ID Tutorial

P&ID HELP ORGANIZATION

AutoPLANT P&ID Tutorial

PRINTING HELP/TUTORIAL FILES

AutoPLANT P&ID Tutorial

AutoPLANT P&ID Tutorial

AutoPLANT P&ID Tutorial

SYMBOLS & ASSEMBLIES

ORGANIZED, CONSISTENTLY ACCURATE DRAWING FILES

MULTIPLE VIEWS FOR NON-GRAPHICAL DATA

AutoPLANT P&ID Tutorial

ABOUT THIS TUTORIAL

PART I: BASIC TUTORIAL

PART II: ADVANCED TUTORIAL

AutoPLANT P&ID Tutorial

INPUT Menu & Buttons Dialogs Field_Name Select

> SELECTION EXAMPLE

AutoPLANT P&ID Tutorial

TECHNICAL SUPPORT AND TRAINING

SELECT SERVICES ONLINE

AutoPLANT P&ID Tutorial

AROUND-THE-CLOCK TECHNICAL SUPPORT

EXCLUSIVE LICENSING OPTIONS

DISCOUNTS ON TRAINING AND CONSULTING SERVICES

AutoPLANT P&ID Tutorial

THE BENTLEY INTEGRATION NETWORK

PRE-START CHECKLIST INSTALL AUTOPLANT P&ID PROGRAM FILES

CREATE A WORKING TUTORIAL DIRECTORY

AutoPLANT P&ID Tutorial

AUTOPLANT P&ID BASIC TUTORIAL

AutoPLANT P&ID Tutorial

AUTOPLANT P&ID BASIC TUTORIAL

AutoPLANT P&ID Tutorial

AutoPLANT P&ID Tutorial

WHAT IS DOCUMENT MANAGER?

FEATURES EASE OF DATA ENTRY

AutoPLANT P&ID Tutorial

AutoPLANT P&ID Tutorial

USER INTERFACE CUSTOMIZATION

AutoPLANT P&ID Tutorial

AutoPLANT P&ID Tutorial

AutoPLANT P&ID Tutorial

A TOUR OF THE DOCUMENT MANAGER INTERFACE DOCUMENT MANAGER TOOLBAR

AutoPLANT P&ID Tutorial

DOCUMENT VIEW TAB