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CADWorx

P&ID User's Guide

Version 2013 R2 (13.2) November 2012 DICAS-PE-200006B

Copyright
Copyright 2003-2012 Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization from Intergraph Corporation.

U.S. Government Restricted Rights Legend


Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is "restricted computer software" submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ("DoD"): This is "commercial computer software" as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3. Unpublished - rights reserved under the copyright laws of the United States. Intergraph Corporation P.O. Box 240000 Huntsville, AL 35813

Terms of Use
Use of this software product is subject to the End User License Agreement ("EULA") delivered with this software product unless the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives licensee permission to print a reasonable number of copies of the documentation as defined in the applicable license agreement and delivered with the software product for licensee's internal, non-commercial use. The documentation may not be printed for resale or redistribution.

Warranties and Liabilities


All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software or applicable license for the software product signed by Intergraph Corporation, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date. The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT. Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work.

Trademarks
Intergraph, the Intergraph logo, CADWorx, and CAESAR II are trademarks or registered trademarks of Intergraph Corporation or its subsidiaries in the United States, and other countries. Microsoft, and Windows are registered trademarks of Microsoft Corporation. Oracle, JD Edwards, PeopleSoft, and Retek are registered trademarks of Oracle Corporation, and/or its affiliates. AutoCAD, ObjectARX, and RealDWG are trademarks of Autodesk. HOOPS is a trademark of Tech Soft 3D, L.L.C. Other brands, and product names are trademarks of their respective owners. CADWorx Design Review contains Autodesk RealDWG by Autodesk, Inc., copyright Autodesk, Inc. All rights reserved. Autodesk, Inc., 111 McInnis Parkway, San Rafael, California 94903 ("Autodesk") is a third-party beneficiary to this Agreement to the extent that the Software Product contains RealDWG, and to the extent that the provisions herein relate to Licensees use of the Software Product containing RealDWG. Such provisions are made expressly for the benefit of Autodesk, and are enforceable by Autodesk in addition to Intergraph.

Contents
Preface .......................................................................................................................................................... 9 Conventions ............................................................................................................................................ 9 Technical Support ................................................................................................................................. 10 What's New in P&ID .............................................................................................................................. 12 Setup ........................................................................................................................................................... 13 Startup Defaults .................................................................................................................................... 13 Startup Options ..................................................................................................................................... 13 Support Directory .................................................................................................................................. 14 Setup Panel ................................................................................................................................................ 15 Setup ..................................................................................................................................................... 15 Create specification-driven drawings ............................................................................................. 17 Borders Dialog Box ......................................................................................................................... 17 Layer Control Dialog Box................................................................................................................ 18 Configuration File Dialog Box ......................................................................................................... 20 Menu Symbols ...................................................................................................................................... 28 Add Section Dialog Box .................................................................................................................. 29 Adding Item Dialog Box .................................................................................................................. 30 File Manager ......................................................................................................................................... 42 Table Setup ........................................................................................................................................... 43 Table Setup (Database Table Setup Dialog Box) .......................................................................... 43 Column Setup (Database Table Setup Dialog Box) ....................................................................... 44 Drop Down Setup .................................................................................................................................. 46 Line Number Setup ............................................................................................................................... 47 Inheritance Setup .................................................................................................................................. 49 Map Edit Setup...................................................................................................................................... 50 Map a new attribute ........................................................................................................................ 51 Modify a mapped attribute .............................................................................................................. 51 Delete a mapped attribute .............................................................................................................. 51 Loop Numbering.................................................................................................................................... 52 Process Lines Panel.................................................................................................................................. 55 Lines ...................................................................................................................................................... 56 Major Primary ........................................................................................................................................ 57 Major Secondary ................................................................................................................................... 57 Minor Primary ........................................................................................................................................ 58 Minor Secondary ................................................................................................................................... 58 Mend Line ............................................................................................................................................. 58 Manually mend a process or instrument line .................................................................................. 59 Process Assign ..................................................................................................................................... 59 Change the type of a process line .................................................................................................. 59 Combine Lines ...................................................................................................................................... 59 Combine process lines ................................................................................................................... 60 Remove Line Item ................................................................................................................................. 60 Un-Combine Lines ................................................................................................................................ 60

CADWorx P&ID User's Guide

Contents
Remove Combine Process ................................................................................................................... 61 Add Combine Process .......................................................................................................................... 61 Combine Process .................................................................................................................................. 61 Combine components into a group with a process line .................................................................. 61 Update Process..................................................................................................................................... 62 Count ..................................................................................................................................................... 62 Increment .............................................................................................................................................. 62 Decrement............................................................................................................................................. 62 View Line Numbers ............................................................................................................................... 63 Tag Line ................................................................................................................................................ 63 Add a process line tag to a drawing ............................................................................................... 64 Instruments Panel ..................................................................................................................................... 65 Discrete ................................................................................................................................................. 67 Discrete-Local ....................................................................................................................................... 67 Discrete-Primary Front .......................................................................................................................... 67 Discrete-Primary Back .......................................................................................................................... 68 Discrete-Auxiliary Front ......................................................................................................................... 68 Discrete-Auxiliary Back ......................................................................................................................... 68 Shared ................................................................................................................................................... 68 Shared-Local ......................................................................................................................................... 69 Shared-Primary Front ........................................................................................................................... 69 Shared-Primary Back ............................................................................................................................ 69 Shared-Auxiliary Front .......................................................................................................................... 69 Shared-Auxiliary Back ........................................................................................................................... 69 Computer .............................................................................................................................................. 70 Computer-Local..................................................................................................................................... 70 Computer-Primary Front ....................................................................................................................... 70 Computer-Primary Back ........................................................................................................................ 71 Computer-Auxiliary Front ...................................................................................................................... 71 Computer-Auxiliary Back ...................................................................................................................... 71 Logic ...................................................................................................................................................... 71 Logic-Local ............................................................................................................................................ 72 Logic-Primary Front .............................................................................................................................. 72 Logic-Primary Back ............................................................................................................................... 72 Logic-Auxiliary Front ............................................................................................................................. 72 Logic-Auxiliary Back .............................................................................................................................. 72 Pilot ....................................................................................................................................................... 73 Pilot-Local ............................................................................................................................................. 73 Pilot-Primary Front ................................................................................................................................ 73 Pilot-Auxiliary Front ............................................................................................................................... 73 Combine Instruments ............................................................................................................................ 74 Combine instrument bubbles .......................................................................................................... 74 Combine Instrument Add ...................................................................................................................... 74 Un-Combine Instruments ...................................................................................................................... 74 Create Table ......................................................................................................................................... 75 Create a loop table ......................................................................................................................... 76 Generate Loops .................................................................................................................................... 77 Create a loop diagram .................................................................................................................... 77 Instrument Lines Panel ............................................................................................................................. 79 Electric .................................................................................................................................................. 79

CADWorx P&ID User's Guide

Contents
Pneumatic ............................................................................................................................................. 80 Instrument ............................................................................................................................................. 80 Hydraulic ............................................................................................................................................... 80 Capillary ................................................................................................................................................ 80 Undefined .............................................................................................................................................. 80 Heat Traced .......................................................................................................................................... 81 Sonic Un-guided.................................................................................................................................... 81 Sonic Guided......................................................................................................................................... 81 System .................................................................................................................................................. 81 Mechanical ............................................................................................................................................ 81 Binary Pneumatic .................................................................................................................................. 82 Binary Electric ....................................................................................................................................... 82 Valves Panel ............................................................................................................................................... 83 Valve-Regular ....................................................................................................................................... 84 Valve-Regular Socket Weld .................................................................................................................. 85 Valve-Regular Flanged ......................................................................................................................... 86 Valve-Control ........................................................................................................................................ 87 Valve-Control Flanged .......................................................................................................................... 87 Valve-Control Socket Weld ................................................................................................................... 88 Valve-Other ........................................................................................................................................... 89 Valve-Other Flanged ............................................................................................................................. 89 Valve-Other Socket Weld ...................................................................................................................... 90 Flange ................................................................................................................................................... 91 Reducing ............................................................................................................................................... 91 Inline ...................................................................................................................................................... 92 Sort ........................................................................................................................................................ 93 Valves-Functions................................................................................................................................... 95 Equip Panel ................................................................................................................................................ 97 Vessels .................................................................................................................................................. 97 Tanks .................................................................................................................................................... 98 Pumps ................................................................................................................................................... 99 Exchangers ........................................................................................................................................... 99 Links .................................................................................................................................................... 100 Add a link symbol to an existing process line ............................................................................... 101 Combine a process line to an existing link symbol ....................................................................... 101 Nozzles ............................................................................................................................................... 101 Miscellaneous ..................................................................................................................................... 102 Components ........................................................................................................................................ 103 Match Identification ............................................................................................................................. 103 Place the same identification on multiple symbols ....................................................................... 104 Text Panel ................................................................................................................................................. 105 Small (Text) ......................................................................................................................................... 105 Medium (Text) ..................................................................................................................................... 106 Large (Text)......................................................................................................................................... 106 Small (Arrows)..................................................................................................................................... 106 Medium (Arrows) ................................................................................................................................. 107 Large (Arrows) .................................................................................................................................... 107 Text Correction.................................................................................................................................... 107

CADWorx P&ID User's Guide

Contents
Change a text attribute ................................................................................................................. 108 Change multiple text attributes ..................................................................................................... 108 Flip Symbol ......................................................................................................................................... 108 Change Att Layer ................................................................................................................................ 109 Size_Spec Panel ...................................................................................................................................... 111 Size Set ............................................................................................................................................... 111 Select main and reduction sizes ................................................................................................... 112 Spec Set .............................................................................................................................................. 112 Specification to use (Current) Dialog Box .................................................................................... 113 Main Assign......................................................................................................................................... 113 Assign a main size........................................................................................................................ 113 Reduction Assign ................................................................................................................................ 113 Assign a reduction size................................................................................................................. 114 Type Assign ........................................................................................................................................ 114 Assign a component type ............................................................................................................. 115 Spec Assign ........................................................................................................................................ 115 Assign a specification ................................................................................................................... 115 Editor ................................................................................................................................................... 115 Add a new component to a specification ...................................................................................... 117 Add an existing component to a specification .............................................................................. 118 Spec Information Edit Dialog Box ................................................................................................. 119 Edit Component Dialog Box ......................................................................................................... 120 Optional Items ..................................................................................................................................... 123 Optional Component Dialog Box .................................................................................................. 124 Current Settings .................................................................................................................................. 125 Modify Panel ............................................................................................................................................ 127 Edit ...................................................................................................................................................... 128 Modify a component ..................................................................................................................... 128 Editing Line Component Dialog Box ............................................................................................. 129 Editing Instrument Component Dialog Box .................................................................................. 132 Editing Valve Component Dialog Box .......................................................................................... 133 Editing Vessel Component Dialog Box ......................................................................................... 134 Editing Mechanical Component Dialog Box ................................................................................. 135 Editing Drawing Links Dialog Box ................................................................................................ 136 Editing Nozzle Component Dialog Box ........................................................................................ 136 Editing Reducer Dialog Box ......................................................................................................... 137 Editing Misc Component Dialog Box ............................................................................................ 138 Multiple Edit......................................................................................................................................... 139 Audit .................................................................................................................................................... 141 Audit a database........................................................................................................................... 141 Synchronize ........................................................................................................................................ 141 Rename Drawing ................................................................................................................................ 142 Delete Drawing.................................................................................................................................... 142 Check In / Check Out Manager ........................................................................................................... 143 Title Block Manager ............................................................................................................................ 144 Block Manager .................................................................................................................................... 145 Utility ......................................................................................................................................................... 149 Make Group ........................................................................................................................................ 150

CADWorx P&ID User's Guide

Contents
Create a new group ...................................................................................................................... 150 Add to Group ....................................................................................................................................... 151 Add components to an existing group .......................................................................................... 151 Remove from Group ........................................................................................................................... 151 Remove components from a group .............................................................................................. 151 Export .................................................................................................................................................. 152 Add Xdata ........................................................................................................................................... 152 Add external data to geometry ..................................................................................................... 153 Remove Xdata .................................................................................................................................... 153 Remove external data from a component .................................................................................... 153 Replace Block ..................................................................................................................................... 153 Replace a block ............................................................................................................................ 154 Set Visibility ......................................................................................................................................... 154 Match Properties ................................................................................................................................. 154 Match Prop with Tag ........................................................................................................................... 154 Transport Documents ......................................................................................................................... 155 Menus and Toolbars................................................................................................................................ 157 Layer Control....................................................................................................................................... 157 Change Layer ............................................................................................................................... 158 Match Layer .................................................................................................................................. 158 Set Layer ...................................................................................................................................... 158 Layer Off ....................................................................................................................................... 158 Layer On ....................................................................................................................................... 158 Isolate Layer ................................................................................................................................. 158 Un-Isolate Layer ........................................................................................................................... 158 Delete Layer ................................................................................................................................. 159 About ................................................................................................................................................... 159 Accessing and Docking Toolbars........................................................................................................ 159 Aliases and Command Names ........................................................................................................... 159 Database Structure .................................................................................................................................. 161 Add a column to an existing database ................................................................................................ 162 Insert a drawing into the project .......................................................................................................... 163 Import external process and instrumentation drawings ...................................................................... 163 Required Database Tables and Columns ........................................................................................... 164 Components-Instruments Table ................................................................................................... 164 Components-Mechanical Table .................................................................................................... 165 Components-Miscellaneous Table ............................................................................................... 166 Components-Nozzles Table ......................................................................................................... 166 Components-Process Lines Table ............................................................................................... 167 Components-Reducers Table ...................................................................................................... 168 Components-Valves Table ........................................................................................................... 168 Components-Vessels Table ......................................................................................................... 169 Link Database Table..................................................................................................................... 170 Project Documents Table ............................................................................................................. 170 Project Drawings Table ................................................................................................................ 171 Component Type Numbers ................................................................................................................. 171 AutoCAD Workflows Used With P&ID ................................................................................................... 173 Modifying a User Profile ...................................................................................................................... 173

CADWorx P&ID User's Guide

Contents
Creating a Base Profile ....................................................................................................................... 174 Creating Symbols from AutoCAD Blocks ............................................................................................ 174 Modifying Symbols using AutoCAD .................................................................................................... 174 Using Multiple Drawing Folders with a Project ................................................................................... 175 Commands Compatible With AutoCAD Undo .................................................................................... 176 Index ......................................................................................................................................................... 179

CADWorx P&ID User's Guide

Preface
This document provides command reference information and workflows for CADWorx P&ID. We welcome comments or suggestions about this documentation. You can send us an email at: PPMdoc@intergraph.com. Documentation updates for supported software versions are available from eCustomer https://crmweb.intergraph.com. Intergraph gives you permission to print as many copies of this document as needed for non-commercial use at your company. You cannot print this document for resale or redistribution outside your company.

Conventions
Before reviewing this guide, it is important to understand the terms and conventions used in the documentation. Use the information below to identify the convention and the type of information. Convention [Product Folder] Type of Information The CADWorx installation folder on your computer, for example, C:\CADWorx. Substitute your installation folder anywhere this notation is used. The AutoCAD installation folder on your computer, for example, C:\AutoCAD 2000i. Substitute your installation folder anywhere this notation is used. The CD-ROM drive on your computer. Substitute your CD-ROM drive letter anywhere this notation is used. Items that need to be typed in or appear at the AutoCAD command line. User responses to command prompts. CADWorx and AutoCAD commands. Command line options. AutoCAD system variables or keywords. Key combinations for which you must press and hold down one key and then press another, for example, CTRL+P or ALT+F4.

[AutoCAD Folder]

[CD-DRIVE] Command Line User Responses Commands Options CAPITALS Key + Key

CADWorx P&ID User's Guide

Preface

Technical Support
For the latest information on CADWorx P&ID, visit Intergraph CADWorx and Analysis Solutions (http://www.coade.com/). For current on-line support information, including knowledge base, technical tips, and downloads, visit eCustomer (https://crmweb.intergraph.com/ecustomer_enu). In order to provide technical support, Intergraph CAS needs to know what version of CADWorx, AutoCAD, and Windows you are using. To determine this information, follow the steps outlined for the product you are using: CADWorx Product Plant, P&ID, fieldPipe, or Steel Steps

Run the CADWORXABOUT command. A dialog box opens and displays the version information. Close the dialog box to send the required information to the AutoCAD command line. Copy the information from the command line, and email it to Intergraph CAS. Run the EQUIPABOUT command. A dialog box opens and displays the version information. Close the dialog box to send the required information to the AutoCAD command line. Copy the information from the command line, and email it to Intergraph CAS.

Equipment or PV Fabricator

Internet Publisher Datasheets

Version information is displayed at the AutoCAD command line when you start the software. Click Help > About to display a dialog box that contains the required information.

In addition to the information above, the table below lists the additional files that are usually required to assist Intergraph CAS in resolving your technical issues: Additional Files Required by Intergraph CAS Support CADWorx Product CADWorx Plant (Piping, Steel, HVAC) Email the AutoCAD model drawing (DWG) files.

If the model consists of several line numbers, indicate in the email which line numbers you are having issues with. If the model consists of many drawing files with dependent reference drawings (XREFs), use the AutoCAD ETRANSMIT command to create a ZIP file of all the drawings used in the master model.

CADWorx Plant (component data file creation)

Email information about the part's dimension from the manufacturer's catalog.

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CADWorx P&ID User's Guide

Preface
CADWorx ISOGEN Email the AutoCAD model drawing (DWG) files, any isometrics generated by ISOGEN, and the ISOGEN style files.

If the model consists of several line numbers, indicate in the email which line numbers you are having issues with. The ISOGEN.FLS file located in the ISOGEN style folder lists all the files used (*.OPL, *.MLS, *.FLS, *.DDF, *.POS, *.ALT, *.DWG*.DXF, *.FDF, *.ATT). Email all files listed in the ISOGEN.FLS file, including the ISOGEN.FLS file.

CADWorx Equipment CADWorx Equipment to PV Elite interface PV Fabricator CADWorx P&ID or CADWorx IP

Email the AutoCAD model drawing (DWG) files. Email the AutoCAD model drawing (DWG) file and PV Elite input file (*.PVI). Email the AutoCAD model drawing (DWG) files and PV Elite input file (*.PVI). Email the complete P&ID project, which includes Project.CFG, Database.TBL, Map.TBL, and all the DWG, and MDB files. Usually, all of these files are located in one folder.

If the project has many P&ID drawing files, indicate which P&ID drawings and components you are having issues with. If you are experiencing database errors, include the file [Product Folder]\P&ID\System\Sql_Error_Log.TXT. If you are emailing MDB files, use a compression utility such as WinZIP. Most email servers have restrictions on transmitting MDB attachments. If the model consists of many components, indicate in the model which components or location you are having issues with.

CADWorx Steel

Email the AutoCAD model drawing (DWG) files.

CADWorx Datasheets

Email the datasheets MDB file and any datasheet file generated (XLS).

If emailing MDB / XLS files, use a compression utility such as WinZIP. Most email servers have restrictions on transmitting MDB / XLS attachments.

CADWorx P&ID User's Guide

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Preface
CADWorx Plant to CAESAR II interface Email the AutoCAD model drawing (DWG) file and CAESAR II input file (*._A, *.C2).

Run the CADWorx GETALLSPECDATAFILES command to copy all specifications and data files used in the model into sub-folders under where the model drawing file is located. Zip the contents of these folders and email the ZIP file to Intergraph CAS Support. If the model consists of several line numbers, indicate in the email which line numbers you are having issues with.

CADWorx Design Review or CADWorx Email the AutoCAD model drawing (DWG) files. Design Create If the model consists of several line numbers, indicate in the email which line numbers you are having issues with. If the model consists of many drawing files with dependent reference drawings (XREFs), use the AutoCAD ETRANSMIT command to create a ZIP file of all drawings used in the master model. CADWorx Design Viewer Email the AutoCAD model drawing (DWG) files and the *.CDR file.

If you are attaching large or multiple files to your eCustomer log, use a compression utility such as WinZIP. If you cannot attach your drawing files, then try to duplicate the issue in a new drawing with as few components as possible. If the issue can be duplicated in a new drawing, attach the duplicate drawing to Intergraph CAS. For hardware lock issues, first verify that you have an Intergraph CAS hardware lock. CADWorx Plant Professional, CADWorx P&ID, CADWorx P&ID Professional, CADWorx Plant Ductile Iron, and CADWorx Plant Sanitary use the Intergraph CAS hardware lock for licensing. CADWorx Steel, CADWorx Steel Professional Plus do not use the Intergraph CAS hardware lock for licensing. For more information about hardware locks, see CADWorx Hardware Lock Identification in the CADWorx Installation Guide.

What's New in P&ID


Version 2013 R2 (13.2) This user's guide has been updated for this release. Help has been added for the Specification to Use dialog box. For more information, see Specification to use (Current) Dialog Box (on page 113). Customer Support Anti-Piracy Statement Copyright 2003-2012, Intergraph Corporation Documentation updates available from eCustomer 11/26/2012 DICAS-PE-200006B

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CADWorx P&ID User's Guide

SECTION 1

Setup
Before you begin using CADWorx P&ID, you need to set options and some basic configuration tasks. Your project administrator needs to review and update the catalog (.cat) and project (.prj) file in the Spec Editor before modeling begins.

In This Section
Startup Defaults ............................................................................. 13 Startup Options .............................................................................. 13 Support Directory ........................................................................... 14

Startup Defaults
When starting CADWorx P&ID for the first time, you are prompted for the system of measurement to use in the drawing. This dialog box only displays the first time you start CADWorx. After that, the configuration file name and location is stored in the registry. The following options are available: Imperial Measurements - Imperial Pipe Sizes - Restores the [Product Folder]\P&ID\System\Imperial.cfg file. Metric Measurements - Imperial Pipe Sizes - Restores the [Product Folder]\P&ID\System\Metric.cfg file. Metric Measurements - Metric Pipe Sizes - Restores the [Product Folder]\P&ID\System\Metric.cfg file.

Startup Options
When CADWorx P&ID is started, the Startup Options dialog box appears.

CADWorx P&ID User's Guide

13

Setup
You have the option of starting a new drawing with or without a database, setting up a new project, or opening an existing drawing. When opening an existing drawing, the software also opens the associated database, if needed. For more information on projects and databases, see Database Structure (on page 161). Creating a new project also creates a new database. Select the database type, the project folder, and the database file name in the Setup New Project Directory dialog box.

You can modify tables in the new database using Table Setup Table Setup (on page 43).

. For more information, see

Loop diagramming and database options are unavailable in the Startup Options dialog box if your software license does not include them.

Support Directory
Drawings in the [Product Folder]\P&ID\Support folder should not be opened with CADWorx P&ID. If a drawing is started in this folder, an error displays indicating that the software should not be run from this location. This stops CADWorx from initializing or preparing the support drawings. Directly open AutoCAD to modify these drawings. To create a base profile, see Creating a Base Profile (on page 174).

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CADWorx P&ID User's Guide

SECTION 2

Setup Panel
CADWorxP&ID tab: Setup Command Name Setup - Specifies drawing settings. For more information, see Setup (on page 15). Menu Symbols - Creates and modifies symbols. For more information, see Menu Symbols (on page 28). File Manager - Creates and manages projects and drawing files. For more information, see File Manager (on page 42). Table Setup - Specifies the database structure for a new database project. For more information, see Table Setup (on page 43). Drop Down Setup - Specifies values to appear in combo boxes for the Additional Data dialog box of Edit . Line Number Setup - Specifies the process line numbering configuration. For more information, see Line Number Setup (on page 47). Command Line SETUP MENUSYMBOL PIDOPEN TABLESETUP

DROPDOWNSETUP LINENUMBER

Inheritance Setup - Specifies the database values inherited PIDINHERITANCESETUP from a process line when an in-line component is inserted. For more information, see Inheritance Setup (on page 49). Map Edit Setup - Associates attributes in blocks (symbols) with MAPEDIT table columns in the database. Loop Numbering - Specifies the instrument loop numbering configuration or template. For more information, see Loop Numbering (on page 52). LOOPNUMBER

Setup
CADWorxP&ID tab: Setup > Setup
Setup toolbar: Setup Setting toolbar: Setup P&ID menu: Setup Command line: SETUP Specifies drawing and specification settings. This command displays the CADWorx P&ID Setup dialog box.

CADWorx P&ID User's Guide

15

Setup Panel CADWorx P&ID Setup Dialog Box


Defines drawing and specification settings.

Size - Specifies main and reduction sizes. For more information, see Size Set (on page 111). Specification - Allows you to select a drawing specification. For more information, see Spec Set (on page 112). Border - Specifies drawing borders. For more information, see Borders Dialog Box (on page 17). Layers - Specifies the default drawing layers, and the default names, line types, and colors of the layers. For more information, see Layer Control Dialog Box (on page 18). Edit Config File - Specifies values for the selected configuration file. For more information, see Configuration File Dialog Box (on page 20). Annotation - Allows annotation of a symbol when it is placed. Select On to annotate the symbol in an Editing dialog box immediately after it is placed. Select Off to place the symbol without annotation. To edit a symbol after placement, click Modify > Edit and then select the symbol. For more information, see Edit (on page 128). Equipment Tagging - Controls additional tagging on vessel and mechanical symbols when they are placed. Select On to place additional tags on the drawing, Select Off to place symbols without the additional tags. Text Size - Specifies the default sizes for Small, Medium, and Large text placed using commands on the Text panel. For more information, see Text Panel (on page 105). All inserted blocks use Small for attribute text height. If an attribute has a text style that contains the phrase "NOCHANGE" within its name, the software does not change the text style, layer, or text height when the block is inserted into the drawing. Bubble Radius - Specifies the size of the instrument bubbles created with Menu Symbols . For more information, see Instrument Tab (Adding Item Dialog Box) (on page 36). Snap Spacing - Specifies the snap spacing on the drawing.

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CADWorx P&ID User's Guide

Setup Panel
Insert - Places the current user name, date, and time in the lower left corner of the drawing. OK - Accepts the settings and closes the dialog box. Settings are immediately applied to the current drawing. Cancel - Cancels the operation. Annotation, Equipment Tagging, Text Size, Bubble Radius, and Snap Spacing settings are based on values set in the current configuration file when a new drawing is started. These settings can be changed in the configuration file if different settings are needed for the drawing. For more information, see Configuration File Dialog Box (on page 20).

Create specification-driven drawings


Use this workflow to create P&ID drawings where limitations from specifications are enforced. Specification information retrieval is available only when an external database is used. 1. Click Setup . The CADWorx P&ID Setup dialog box appears. 2. Click Edit Config File. The Configuration File dialog box appears. 3. Select SpecControl in the list. 4. Change the value of SpecControl to 1. 5. Click Table Setup 6. Add new specification-based tables and columns as needed to the project database. All drawings created for this project require that a specification and size be set before drawing a component. As the components are drawn, specification values are saved to the database. If the component or size is not available in the specification, the software displays a warning similar to the example below.

If the SpecSizeOverride variable is set to 1, a component can be placed even when it is out-of-specification. For more information, see Configuration File Dialog Box (on page 20), Table Setup (on page 43), SpecControl (on page 26), and SpecSizeOverride.

Borders Dialog Box


Specifies drawing borders. Border type User border - Specifies a border in an existing .dwg file. Opens the Select User Border dialog box. Predefined - Specifies predefined borders. Select a border from the Predefined borders box.

CADWorx P&ID User's Guide

17

Setup Panel
User defined - Specifies a simple rectangular border. Enter values for User defined border , below. User defined border Plotted X length - Specifies the width of a user-defined rectangular border. Available when User defined is clicked. Plotted Y length - Specifies the height of a user-defined rectangular border. Available when User defined is clicked. Border insertion location X location - Specifies the X coordinate of the lower left-hand corner insertion point of the border. Y location - Specifies the Y coordinate of the lower left-hand corner insertion point of the border. Predefined borders - Displays a list of predefined borders when Predefined is clicked. The list of predefined borders is controlled by the [Product Folder]\P&ID\Support\MVSetup.dfs file.

Layer Control Dialog Box


Specifies drawing layers and the default names, line types, and colors of the layers. Default layers are provided. You can add and delete layers. The default layers are mandatory for use with P&ID and cannot be deleted. See the tables below. Layer changes made in this dialog box affect the current drawing session similar to the AutoCAD LAYER command. The commands in this dialog box are inactive if the configuration file permission is set to read-only. Name - Specifies the layer name. The layer name can be anything that is allowed by AutoCAD. Wild card characters and spaces are not allowed. Click Update to change the name. Add - Adds a new layer with a default name. New layers are created when the drawing is initialized with P&ID. Update - Updates the selected layer to use the value in the Name box. Delete - Removes the selected layer from the list. You cannot delete default layers. Linetype - Specifies the line type for the selected layer. Select a value in the Select Linetype dialog box. Line types are defined in the [Product Folder]\P&ID\Support\Cfm.lin and [AutoCAD Product Folder]\UserDataCache\Support\acad.lin files. Color - Displays the Select Color dialog box for selecting the color of the layer.

CADWorx Plant, P&ID, PV Fabricator Layers


Layer# Layer1 Layer2 Layer3 Layer4 Default Name System Border BOM Cl Layer is used for Non-graphical components (Gaskets, Bolts, TAP, OTAP) Border drawing BOM graphics Centerline of piping components

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CADWorx P&ID User's Guide

Setup Panel
Layer# Layer5 Layer6 Layer7 Layer8 Layer9 Layer10 Layer11 Layer12 Layer13 Layer14 Layer15 Layer16 Layer17 Layer18 Layer19 Layer20 Default Name Dim1 Dim2 Equip Exist Graph Steel Text Viewl Cl_Steel HVAC Cl_HVAC TopWorks Clash CADWorx1 CADWorx2 CADWorx3 Layer is used for Dimensions Dimensions P&ID components Existing components Graphics annotations (Arrows, Section, Plan, Detail Labels) Steel components Text annotations Viewports Centerline of steel components HVAC components Centerline of HVAC components Valve TopWorks solid Clash entity Future use Future use Future use (User Defined)

Layer21 to (User Defined) Layer100

CADWorx P&ID Layers


Layer# Layer1 Layer2 Layer3 Layer4 Layer5 Layer6 Layer7 Layer8 Layer9 Layer10 Layer11 Layer12 Default Name System Border Major-1 Major-2 Minor-1 Minor-2 Inst-1 Inst-2 Elec1 Elec-2 Equip Text Layer is used for Non-graphical components Border drawing Major Process Lines 1 Major Process Lines 2 Minor Process Lines 1 Minor Process Lines 2 Instrument Lines 1 Instrument Lines 2 Electrical Lines 1 Electrical Lines 2 P&ID Text

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Setup Panel
Layer# Layer13 Layer14 Default Name Graph Exist Layer is used for Graphics Existing (User Defined)

Layer15 to (User Defined) Layer100

If the Cl and Cl_Steel layers are frozen or turned off, some CADWorx commands might not function because data is stored on the centerline that is on these layers.

Configuration File Dialog Box


Specifies values for the selected configuration file. Drawing Prototype - Specifies the drawing environment type. English/Inch - Restores the [Product Folder]\P&ID\System\Imperial.cfg file. Metric/Inch - Restores the [Product Folder]\P&ID\System\Metric.cfg file. Metric/Metric - Restores the [Product Folder]\P&ID\System\Metric.cfg file. The default drawing template, Imperial.dwt (Metric.dwt for metric) is also stored in the registry. Each time the software is started, the default template is used. The selected drawing prototype only changes the setting for the default configuration files (Imperial.cfg or Metric.cfg). If you are using a different configuration file, use the SystemMeasure variable to change the drawing prototype setting. List - Displays variables to change. Change variable values in the text box below the list. For more information, see Startup Variables. Browse or Settings - Opens an additional dialog box to select a file or additional settings for the selected variable. Save - Saves the current configuration file to its present location. Save As - Saves the current configuration file to another location. Restore - Restores a saved configuration file to the current drawing environment. This places the configuration file location in the registry so that it is used the next time P&ID is started. Cancel - Cancels the operation. If the configuration file permission is set to read-only, only the Cancel button is available.

Startup Variables
Provides default drawing and component values. You can modify the variables in the configuration file as needed. For more information, see Configuration File Dialog Box (on page 20). The most recent configuration file is stored in the registry and is used the next time you start P&ID.

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Setup Panel AlphaSizeControl


Default value: 0 Allowed values: 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, or 10 Controls the number of decimal places used in Alpha Size. Setting this variable to zero places no decimals in Alpha Size. Setting the variable to a value from 1 to 9 places 1 to 9 decimal places in Alpha Size. Setting this variable to 10 suppresses trailing zeros in Alpha Size. Example with a value of 0: For Imperial pipe size: 4 1/2" would be 4 1/2" or 6" would be 6" For Metric pipe size: 50 would be 50 or 60.3 would be 60 Example with a value of 3: For Imperial pipe size: 4 1/2" would be 4.500" or 6" would be 6.000" For Metric pipe size: 50 would be 50.000 or 60.3 would be 60.300 Example with a value of 10: For Imperial pipe size: 4 1/2" would be 4.5" or 6" would be 6" For Metric pipe size: 50 would be 50 or 60.3 would be 60.3 If you want decimals to display in Alpha Size in Imperial or Metric, the recommended setting is 10.

AnnotationType
Default value: 1 Allowed values: 0 (off) or 1 (on) Allows editing of the annotations on a component as it is placed. When set to 1, an Editing dialog box appears and allows you to add annotations as the component is placed. When set to 0, the dialog box does not appear. To edit a component after placement, click Modify > For more information, see Edit (on page 128). Edit and select the component.

ArrowSmallSize
Default value: 0.09375 Allowed values: Positive real Sets the size of small arrows placed on the drawing.

ArrowMediumSize
Default value: 0.125 Allowed values: Positive real Sets the size of medium arrows placed on the drawing.

ArrowLargeSize
Default value: 0.1875 Allowed values: Positive real Sets the size of large arrows placed on the drawing.

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Setup Panel AutoRepeat


Default value: 1 Allowed values: 0 (off) or 1 (on) Allows automatic repeating of insert commands. When set to 1, insert commands repeat until Cancel is clicked. When set to 0, the insert command is not repeated.

AutoSizeSpecUpdate
Default value: 0 Allowed values: 0 (off) or 1 (on) Allows automatic updating of components in a process line. When set to 1, size and specification of components in a process line are updated automatically when the process line is updated. When set to 0, the components are not updated.

BreakLineDistance
Default value: 0.125 Allowed values: 0 (off) or positive real Controls the distance a process or instrument line breaks when lines intersect. When the variable is set to 0, than no break is created.

BubbleSize
Default value: 0.5 Allowed values: Positive real Controls the size of instrument bubbles placed on the drawing.

ChangeAttributeTextStyle
Default value: 0 Allowed values: 0 (off) or 1 (on) Allows updating of inserted block attributes. When set to 1, attributes associated with inserted blocks are updated to the current text style. Oblique angle and width factor are also updated. When set to 0, the attributes are not updated. All inserted blocks use the TextSmallSize (on page 27) variable for attribute text height. If an attribute has a text style that contains the phrase "NOCHANGE" within its name, the software does not change the text style, layer, or text height when the block is inserted into the drawing.

CheckDuplicateValveTag
Default value: 0 Allowed values: 0 (off) or 1 (on) When set to 1, checks for duplicate valve tags.

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Setup Panel CopyControlFlag


Default value: 0 Allowed values: Positive integer numbers Controls different aspects of the copy command: 0 - When any component is copied, component tag values are not copied. 1 - When a vessel component is copied, vessel component tags are copied. 2 - When a mechanical component is copied, mechanical component tags are copied. 4 - When an instrument component is copied, instrument component tags are copied. 8 - When a polyline segment is copied, a row is created in the process line table for each polyline segment. For example, if five polyline segments are copied, five rows in the database are added even if the segments are part of the same process. 16 - When a component is copied, additional data is not copied. This setting should be turned on if you plan on copying components from one database to another database because additional data can only be copied from within the same database. To specify more than one value, type the sum of their values. For example, type 5 to set both 1 and 4.

DataBaseCodes
Default value: DBCODES.DAT Allowed values: A valid and properly formatted codes file name Specifies a code file with size-to-code combinations and then updates the external database of the drawing. This variable is only applicable when specification-driven P&ID drawings are created. For more information, see Create Specification-Driven Drawings (on page 17).

DBAuditControl
Default value: 0 Allowed values: 0, 1, 2, 4, 5, 6, 8, 9, 10 Controls the Audit (DBAudit) command when opening and closing a drawing with an external database. 0 - DBAudit is not run when a drawing is opened or closed. 1 - The software asks if DBAudit should be run when a drawing is opened. 2 - DBAudit runs when a drawing is opened. 4 - The software asks if DBAudit should be run when a drawing is closed. 8 - DBAudit runs when a drawing is closed. To specify more than one value, type the sum of their values. For example, type 10 to set both 2 and 8. For more information, see Audit (on page 141).

InternalSelectionDistance
Default value: 0.125 (3.0) Allowed values: Positive real number Controls the crossing window size for all selection sets performed internally by the software. For components to break process lines (polylines), this value should always be larger than the largest polyline width used in the drawing.

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Setup Panel LanguageFile


Default value: English.dic Allowed values: A valid and properly formatted language file Specifies the language of all P&ID dialog boxes and prompts. The specified file must be present in the [Product Folder]\P&ID\Support folder for proper operation of P&ID.

LibraryDirectory
Default value: [Product Folder] Allowed values: Valid folder name Not used and reserved for future use.

LineNumberSystem
Default value: 0 Allowed values: 0 (off) or 1 (on) Controls the line number system. When set to 1, the software tags the line number with the current size, specification, and count number. When set to 0, you must manually type the line number. Click CADWorxP&ID > Modify > see Line Number Setup (on page 47). Edit to control this variable. For more information,

LinkArrowTextControl
Default value: 0 Allowed values: 0, 1, 2 or 3 Controls the text displayed in the link arrows (off-page arrows): 0 - FROM or TO prepends and .DWG appends the drawing name. For example: FROM 98FD05.DWG. 1 - Only the drawing name displays. For example: 98FD05. 2 - .DWG appends the drawing name. For example: 98FD05.DWG. 3 - FROM or TO prepends the drawing name. For example: FROM 90FD05.

LoopNumberSystem
Default value: 0 Allowed values: 0 (off) or 1 (on) Controls the loop number system. When set to 1, the software tags the loop number with the current tag and function. When set to 0, you must manually type the line number. Click CADWorxP&ID > Setup > Loop Numbering to control this variable. For more information, see Loop Numbering (on page 52).

LoopOutputDirectory
Default value: [Product Folder] Allowed values: Valid folder Specifies the folder location for automatic loop-generated drawings. If this variable is not set, the loop generation module uses the current project folder.

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Setup Panel LoopTemplateDirectory


Default value: [Product Folder] Allowed values: Valid folder Specifies the folder location for template or prototype drawings to be used with the automatic loop module. If this variable is not set, the loop generation module uses the current project folder.

MajorPrimary
Default value: 0.03 Allowed values: Positive real Controls the line width of the major primary process lines.

MajorSecondary
Default value: 0.02 Allowed values: Positive real Controls the line width of the major secondary process line.

MendLineDistance
Default value: 0.5 Allowed values: Positive real Specifies the maximum distance used by Mend Line for joining or mending process lines. Any distance greater than this value is not mended or joined. For more information, see Mend Line (on page 58).

MenuSymbolFile
Default value: [Product Folder]\P&ID\Support\Flow_alt.dat Allowed values: A valid and properly formatted menu symbol file Allows you to use a different menu symbol file for each project. For more information, see Menu Symbols (on page 28).

MinorPrimary
Default value: 0.01 Allowed values: Positive real Controls the line width of the minor primary process lines.

MinorSecondary
Default value: 0.005 Allowed values: Positive real Controls the line width of the minor secondary process lines.

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Setup Panel SaveLastProfileUsed


Default value: 1 Allowed values: 0 (false) or 1 (true) Specifies whether CADWorx saves the last profile used on exit. When a drawing file is double-clicked in Windows Explorer, or if AutoCAD is started using an icon without specifying any profile, AutoCAD always loads the last profile used. 0 - Prevents CADWorx from saving the last profile used. 1 - Allows CADWorx to save the last profile used.

SnapSpacing
Default value: 0.0625 Allowed values: Positive real Specifies the snap spacing on the drawing. For more information, see AutoCAD help.

SpecControl
Default value: 0 Allowed values: 0 (off) or 1 (on) Controls the requirement to use a specification in P&ID drawings. When set to 1, the software requires a specification and updates the external database (if applicable) with information from the specification. For more information, see Create specification-driven drawings (on page 17).

SpecificationDirectory
Default value: [Product Folder]\P&ID\Spec Allowed values: Valid folder Specifies the location of specification files.

SpecSizeOverride
Default value: 1 Allowed values: 0 (off) or 1 (on) Controls the ability to override component specification and size. 1 - Overrides the specification and size limits. 0 - Limits drawing to values within specification and size limits.

SyncOnStartUp
Default value: 1 Allowed values: 0, 1, or 2 Controls the synchronize option on opening a drawing with an external database: 0 - Turns off the synchronize option when a drawing is loaded into AutoCAD. 1 - Asks if the software should synchronize the drawing with the external database. 2 - Synchronizes the drawing with the external database without prompting. When you click Synchronize without any prompts. , values 0 and 1 provide a prompt. Value 2 synchronizes

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Setup Panel SystemMeasure


Default value: 1 Allowed values: 0, 1, or 2 Specifies the unit system: 0 - Uses the metric system with metric input. 1 - Uses the imperial system with nominal inch input. 2 - Uses the metric system with nominal inch input.

Tagging
Default value: 1 Allowed values: 0 (off) or 1 (on) Controls optional equipment tags. When set to 1, optional tags for equipment are provided. When set to 0, optional tags are not provided.

TextLargeSize
Default value: 0.1875 Allowed values: Positive real Sets the size of large-sized text placed on the drawing.

TextMediumSize
Default value: 0.125 Allowed values: Positive real Sets the size of medium-sized text placed on the drawing.

TextSmallSize
Default value: 0.09375 Allowed values: Positive real Sets the size of small-sized text placed on the drawing. All inserted blocks use TextSmallSize for attribute text height. If an attribute has a text style that contains the phrase "NOCHANGE" within its name, the software does not change the text style, layer, or text height when the block is inserted into the drawing.

ToolTipSetting
Default value: 8405 Allowed values: Positive integer Specifies the data displayed in a tooltip when the mouse hovers over a component. Click Settings on the Configuration File dialog box to open the Tool Tip Data Selection dialog box. Select the needed data to display, and click OK. The correct integer is then displayed for those settings.

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Setup Panel UseFullFunctionName


Default value: 0 Allowed values: 0, 1, 2, 3 Controls the use of the function name for generating instrument loop numbering: 0 - Uses the first letter of the function in the instrument loop number. 1 - Uses the full function name in the instrument loop number. Use the following values when using Combine Instruments . If instruments have been grouped using this command, the first instrument selected sets the loop value for all other instruments in the group. For more information, see Combine Instruments (on page 74). 2 - Uses the first letter of the function in the instrument loop number. 3 - Uses the full function name in the instrument loop number.

Menu Symbols
CADWorxP&ID tab: Setup > Menu Symbols Setup toolbar: Menu Symbols Setting toolbar: Menu Symbols P&ID menu: Accessory > Menu Symbols Command line: MENUSYMBOL Creates and modifies symbols. This command displays the Menu Maintenance dialog box.

The default file is set by the MenuSymbolFile (on page 25) variable in the configuration file. Use Menu Symbols to perform most of the modifications to the menu symbol file. The file can also be modified using a text editor.

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Setup Panel
Sections - Specifies a symbol category and displays the list of symbols in Item Description. Each section and its items correspond to a set of commands on the Process Lines, Instruments, Instrument Lines, Valves, or Equip panels. For example, INSTRUMENT PILOT contains items corresponding to the Pilot-Local , Pilot-Primary Front , and Pilot-Auxiliary Front commands on the Instruments panel. For more information, see Instruments Panel (on page 65). Add Section - Adds a new symbol category. The symbols can be placed using a custom command. For more information, see Add Section Dialog Box (on page 29). Delete Section - Deletes the symbol category selected in Sections. Add Item - Adds a new symbol to the symbol category selected in Sections. The new symbol appears in Item Description. For more information, see Adding Item Dialog Box (on page 30). Delete Item - Deletes the symbol selected in Item Description. Edit Item - Modifies the symbol selected in Item Description. Opens the Edit Item dialog box, displaying the tab from the Adding Item dialog box used to create the symbol. For more information, see Adding Item Dialog Box (on page 30). Copy Item - Creates a copy of the symbol selected in Item Description, and places it at the bottom of the list. This is an easy way to add new symbols based on existing symbols. Preview - Displays a graphic of the symbol selected in Item Description. Item Description - Displays the list of symbols available for the selected value in Sections. Move Up - Moves the symbol selected in Item Description up the list. Move Down - Moves the symbol selected in Item Description down the list. OK - Accepts the changes to sections and items, and closes the dialog box. Changes are saved to the menu symbol file. Cancel - Cancels the changes to sections and items. If you do extensive customization, the file should be backed up on a regular schedule. The symbols are placed on the drawing by using commands on the Process Lines, Instruments, Instrument Lines, Valves, and Equip panels.

See Also
Creating Symbols from AutoCAD Blocks (on page 174) Modifying Symbols using AutoCAD (on page 174)

Add Section Dialog Box


CADWorxP&ID > Setup > Menu Symbols > Add Section Specifies a new symbol category.

text box - Specifies the name of the section. -Add to user.lsp - Adds the new section to the [Product Folder]\P&ID\Support\User.lsp file. The section can then be used at the command line. These modifications can be also be made directly in User.lsp.

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Setup Panel What do you want to do?


Add a new symbol category section (on page 30) Manually add a new symbol category section (on page 30)

Add a new symbol category section


1. In the Menu Maintenance dialog box, click Add Section. The Add Section dialog box appears. 2. Type the section name in the text box. 3. To use the section name at the command line, select Add to user.lsp. 4. Click OK. 5. To save the new section, click OK in the Menu Maintenance dialog box.

Manually add a new symbol category section


USERSYMBOL is an example section used for this workflow. 1. Open the [Product Folder]\P&ID\Support\User.lsp file in a text editor, such as Notepad. 2. Add the following line to the end of User.lsp: (defun C:ICONUSERSYMBOL() (pars_cfm) (viewslide "USERSYMBOL") (princ)) 3. Save and close User.lsp. To manually add symbol items to the new section, see Manually add and modify symbol items (on page 31). You can also add a command icon button to a toolbar. Before adding the button, you must load User.lsp using the load command within AutoLISP: Command: (load USER) Review AutoCAD help on how to add a button to a toolbar or create new toolbars and menus. The best option is to create your own menu file containing all custom toolbars and buttons.

Adding Item Dialog Box


Specifies new symbols to be added to the symbol category displayed in Section. Select the tab for the needed type of symbol. Break Tab (Adding Item Dialog Box) (on page 33) Insert Tab (Adding Item Dialog Box) (on page 34) Poly Line Tab (Adding Item Dialog Box) (on page 35) Instrument Tab (Adding Item Dialog Box) (on page 36) Equipment Tab (Adding Item Dialog Box) (on page 37) Component Tab (Adding Item Dialog Box) (on page 38) Direction Tab (Adding Item Dialog Box) (on page 39) Reducer Tab (Adding Item Dialog Box) (on page 40) Link Tab (Adding Item Dialog Box) (on page 41)

What do you want to do?


Add a new symbol item (on page 31) Manually add and modify symbol items (on page 31)

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Setup Panel

Add a new symbol item


1. In the Menu Maintenance dialog box, select the needed symbol category in Sections. 2. Click Add Item. The Adding item dialog box appears. 3. Select the tab for the needed symbol type. 4. Enter values for the parameters on the tab. 5. Click OK. 6. To save the new item, click OK in the Menu Maintenance dialog box.

Manually add and modify symbol items


USERSYMBOL is an example section used for this workflow. 1. Open the [Product Folder]\P&ID\Support\Flow_alt.dat file in a text editor, such as Notepad. 2. At the end of the file, create a blank. 3. On the next line, type the name of the section in brackets in Column One: [USERSYMBOL] 4. On the next line, type the name of a .dwg preview file in Column One, the item name in Column Two, and the insertion routine and other needed settings in Column Three. 5. Repeat the previous step for each item in the section. 6. Save and close Flow_alt.dat.

Flow_alt.dat
[Product Folder]\P&ID\Support\Flow_alt.dat is the delivered menu symbol text file. This file can be modified using Menu Symbols , or using a text editor. The file is organized into three columns of data: Column One - Specifies the name of the .dwg drawing file for each item used for Preview on the Menu Maintenance dialog box. The file must be in the [Product Folder]\P&ID\Support folder. Also specifies section names (in straight brackets) and groups the items into sections. This column must start on space 1 of the text file. There must not be blank lines within a section. There must be a blank line after each section. Column Two - Specifies the name of each item. This column must start on space 40 of the text file. Column Three - Specifies the following settings, with a space between each setting: The insertion routine required to draw the component. For more information, see Insertion Routines below. Drawing layer, as defined in the configuration file. For more information, see Layer Control Dialog Box (on page 18). The .dwg drawing file used for the symbol. The file must be in [Product Folder]\P&ID\Support. Size, Size1, Size2, Size3, and Size4 - the physical sizes of the symbol when placed in the drawing. Category - The table name where the symbol is recorded when a database is used. Tag and Label - Optional blocks which can be inserted with the symbol.

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Setup Panel
Spectype - Optional code that allows integration with pipe specifications from CADWorx Plant.

Insertion Routines
INSERT_COMPONENT draws the following types: generic square, cylinder, concentric shape, eccentric shape, vessel skirt, hemispherical head, elliptical head, and dished head. The format is: INSERT_COMPONENT layer type category INSERT_TANK draws the following roof types: flat, sloping, and floating. The format is: INSERT_TANK layer rooftype category tag label INSERT_VESSEL draws the following vessels and head types: hemispherical, elliptical, flat, and dished. The format is: INSERT_VESSEL layer headtype category tag label Other insertion routines have the following format: INSERT_1_PLINE layer symbol size category tag label spectype INSERT_2_PLINE layer symbol size1 size2 category tag label spectype INSERT_3_PLINE layer symbol size1 size2 size3 category tag label spectype INSERT_4_PLINE layer symbol size1 size2 size3 size4 category tag label spectype INSERT_DIRECTION layer symbol size category spectype INSERT_INST layer symbol size category tag label INSERT_LINK layer symbol size category direction INSERT_NORMAL layer symbol size category tag label spectype INSERT_REDUCER layer symbol size1 category spectype INSERT_ROTATE layer symbol size category tag label spectype INSERT_X_AXIS layer symbol size category tag label spectype INSERT_Y_AXIS layer symbol size category tag label spectype Symbol drawings must not contain any blocks. A symbol drawing can have any AutoCAD entity (such as lines, circles, arcs, plines, and attribute definitions) except a block. The drawing must be centered at 0,0,0 and the insertion base point must also be 0,0,0. To set the insertion base point for a symbol drawing, use the AutoCAD BASE command.

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Setup Panel

Break Tab (Adding Item Dialog Box)


Specifies block symbols placed on a line or pline. Typical blocks are valve symbols.

Block name - Specifies the block drawing to be inserted into the drawing. The block must be set up with the proper insertion point at the center of the block. Click Browse to select a block drawing using a standard file selection dialog box. Side 1 size - Specifies the distance from the center of the component to the end so that the block breaks the line correctly. This side is at 0 degrees and is the only side required if the block is a single inline valve. Side 2 size - Specifies the distance from the center of the component to the second end on a two-way valve. This side is the second side when moving clockwise from side 1. Side 3 size - Specifies the distance from the center of the component to the third end on a three-way valve. This side is the third side when moving clockwise from side 1. Side 4 size - Specifies the distance from the center of the component to the fourth end on a four-way valve. This side is the fourth side when moving clockwise from side 1. 1-way - Specifies a one-way insertion, such as gate, globe, or check valves. When selected, Side 2 size, Side 3 size, and Side 4 size are not available. 2-way - Specifies a two-way insertion, such as an angle valve. When selected, Side 3 size and Side 4 size are not available. 3-way - Specifies a three-way insertion, such as a 3-way valve. When selected, Side 4 size is not available. 4-way - Specifies a four-way insertion, such as a 4-way valve. Scale - Specifies the scale factor used to scale the symbol in the drawing. Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed.

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Setup Panel
Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. Optional Tag name - Specifies the tag drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Label name - Specifies the label drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Spec type - Defines a component specification for the block. Click Select to select the specification. The software reads information from the selected specification and populates the appropriate columns in the database. These columns must be pre-named as described in Column Setup (Database Table Setup Dialog Box) (on page 44) of Table Setup . P&ID and CADWorx Plant can use the same pipe specifications. They can also be placed in a common area as defined by SpecificationDirectory (on page 26) in the Configuration File dialog box. The menu symbol file, Flow_alt.dat, contains the functions insert_1_pline, insert_2_pline, insert_3_pline, and insert_4_pline. The suggested insertion point of a symbol is the center of the symbol. These insertion functions break the polyline in equal distances from the center of the symbol to the left and right, or up and down. The Break tab controls these functions.

Insert Tab (Adding Item Dialog Box)


Specifies block symbols placed on the drawing (and not on a line or pline) that may need flipping about the X or Y-axis. It also provides for normal and rotated placement.

Block name - Specifies the block drawing to be inserted into the drawing. The block must be set up with the proper insertion point at the center of the block. Click Browse to select a block drawing using a standard file selection dialog box. Scale - Specifies the scale factor used to scale the symbol in the drawing. Insertion Action

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Setup Panel
Normal - Provides a prompt for the location of the symbol. Flip X axis - Provides a prompt for a location and side to place the symbol. Flip Y axis - Provides a prompt for a location and side to place the symbol. Rotate - Provides a prompt for a location and rotation. Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. Optional Tag name - Specifies the tag drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Label name - Specifies the label drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Spec type - Defines a component specification for the block. Click Select to select the specification. The software reads information from the selected specification and populates the appropriate columns in the database. These columns must be pre-named as described in Column Setup (Database Table Setup Dialog Box) (on page 44) of Table Setup . P&ID and CADWorx Plant can use the same pipe specifications. They can also be placed in a common area as defined by SpecificationDirectory (on page 26) in the Configuration File dialog box. The menu symbol file, Flow_alt.dat, contains the functions insert_normal, insert_x_axis, insert_y_axis and insert_rotate. The Insert tab controls these functions.

Poly Line Tab (Adding Item Dialog Box)


Specifies a polyline block representation required for different process lines.

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Setup Panel
Line Break Priority - Specifies the polyline width according to the startup variable values defined in the Configuration File Dialog Box (on page 20). Select Major primary, Major secondary, Minor primary, or Minor secondary. The selected value also places values in Line thickness and Description. Database Options - Specifies a database to the polyline. Select Process Line with database, Instrument Line with database, or Instrument Line without database. Line thickness - Specifies the startup variable name after a value is selected for Line Break Priority. You can also type a decimal value for the polyline width. LineType - Specifies a line type. The line types are provided by the [Product Folder]\P&ID\Support\Cfm.lin file and any Acad.lin file located within the AutoCAD search path. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. Optional Spec type - Defines a component specification for the block. Click Select to select the specification. The software reads information from the selected specification and populates the appropriate columns in the database. These columns must be pre-named as described in Column Setup (Database Table Setup Dialog Box) (on page 44) of Table Setup . P&ID and CADWorx Plant can use the same pipe specifications. They can also be placed in a common area as defined by SpecificationDirectory (on page 26) in the Configuration File dialog box. The menu symbol file, Flow_alt.dat, contains the function pline_run. The Poly Line tab controls this function.

Instrument Tab (Adding Item Dialog Box)


Specifies instrument bubbles placed on the drawing.

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Setup Panel
Block name - Specifies the block drawing to be inserted into the drawing. The block must be set up with the proper insertion point at the center of the block. Click Browse to select a block drawing using a standard file selection dialog box. Use Bubble Size - Specifies that the value of the BubbleSize variable is used. For more information, see Setup (on page 15) and BubbleSize (on page 22). Scale - Specifies the scale factor used to scale the bubble symbol in the drawing. When Use Bubble Size is selected, the value of the BubbleSize variable is displayed. Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. Optional Tag name - Specifies the tag drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Label name - Specifies the label drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. The menu symbol file, Flow_alt.dat, contains the function insert_inst. The Instrument tab controls this function.

Equipment Tab (Adding Item Dialog Box)


Specifies vessel and tank blocks placed on the drawing.

Type Vessel - Defines the symbol as a vessel. Tank - Defines the symbol as a tank.

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Setup Panel
Head/Roof Type - When Vessel is selected, specifies the type of head. Select HEMI (Hemispherical), ELLIP (Elliptical), DISH (Dished), or FLAT. When Tank is selected, specifies the type of roof. Select FLAT, SLOPED, or FLOATING. Vessel Type - When Vessel is selected, specifies the type of vessel. This option is only available when Vessel is selected. Select: Vertical vessel Vertical vessel with a skirt Vertical vessel with a cone Vertical vessel with a cone and skirt Vertical vessel with a flat bottom Horizontal vessel Horizontal vessel with an eccentricity Each vessel type can have any head type. For configurations that are not available on this tab, use Component Tab (Adding Item Dialog Box) (on page 38). Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. Optional Tag name - Specifies the tag drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Label name - Specifies the label drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. The menu symbol file, Flow_alt.dat, contains the functions insert_vessel and insert_tank. The Equipment tab controls these functions.

Component Tab (Adding Item Dialog Box)


Specifies vessel component blocks placed on the drawing.

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Type - Defines the component type. Select: Generic - Can be any shape Cylinder Concentric - Reducer Eccentric - Reducer Skirt Hemispherical head Elliptical head F & D head - Dished head Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. The menu symbol file, Flow_alt.dat, contains the function insert_component. The Component tab controls this function.

Direction Tab (Adding Item Dialog Box)


Specifies nozzles and flange components. These components are grouped with vessels.

Block name - Specifies the block drawing to be inserted into the drawing. The block must be set up with the proper insertion point, typically at the left side of the block. Click Browse to select a block drawing using a standard file selection dialog box. Side 1 size - Specifies the distance from the center of the component to the end so that the block breaks the line correctly. The pline breaks at a distance to the right side at 0 degrees from the insertion point. Scale - Specifies the scale factor used to scale the symbol in the drawing.

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Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. Optional Tag name - Specifies the tag drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Label name - Specifies the label drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Spec type - Defines a component specification for the block. Click Select to select the specification. The software reads information from the selected specification and populates the appropriate columns in the database. These columns must be pre-named as described in Column Setup (Database Table Setup Dialog Box) (on page 44) of Table Setup . P&ID and CADWorx Plant can use the same pipe specifications. They can also be placed in a common area as defined by SpecificationDirectory (on page 26) in the Configuration File dialog box. The menu symbol file, Flow_alt.dat, contains the function insert_direction. The Direction tab controls this function.

Reducer Tab (Adding Item Dialog Box)


Specifies in-line reducers.

Block name - Specifies the block drawing to be inserted into the drawing. The block must be set up with the proper insertion point, typically at the left side of the block. Click Browse to select a block drawing using a standard file selection dialog box.

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Setup Panel
Side 1 size - Specifies the distance from the center of the component to the end so that the block breaks the line correctly. The pline breaks at a distance to the right side at 0 degrees from the insertion point. Scale - Specifies the scale factor used to scale the symbol in the drawing. Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. Optional Tag name - Specifies the tag drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Label name - Specifies the label drawing to be included with the block. Click Browse to select a drawing using a standard file selection dialog box. Spec type - Defines a component specification for the block. Click Select to select the specification. The software reads information from the selected specification and populates the appropriate columns in the database. These columns must be pre-named as described in Column Setup (Database Table Setup Dialog Box) (on page 44) of Table Setup . P&ID and CADWorx Plant can use the same pipe specifications. They can also be placed in a common area as defined by SpecificationDirectory (on page 26) in the Configuration File dialog box. The menu symbol file, Flow_alt.dat, contains the function insert_reducer. The Reducer tab controls this function.

Link Tab (Adding Item Dialog Box)


Specifies link-type symbols, such as from/to arrows. When using databases, these symbols can hold information regarding the drawing linked to the symbol.

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Setup Panel
Block name - Specifies the block drawing to be inserted into the drawing. The block must be set up with the proper insertion point, typically at the left side of the block. Click Browse to select a block drawing using a standard file selection dialog box. Side 1 size - Specifies the distance from the center of the component to the end so that the block breaks the line correctly. The pline breaks at a distance to the right side at 0 degrees from the insertion point. Scale - Specifies the scale factor used to scale the symbol in the drawing. Arrow Type From - Specifies an arrow for the direction a process line is coming from. This direction is independent of the whether the process line is entering or leaving a drawing. To - Specifies an arrow for the direction a process line is going to. This direction is independent of the whether the process line is entering or leaving a drawing. Table name - Specifies a table selection. This option is only available when an external database is used. Layer name - Specifies the drawing layer on which the block is placed. Description - Specifies a description of the block that is displayed in the Menu Maintenance dialog box. The menu symbol file, Flow_alt.dat, contains the function insert_link. The Link tab controls this function.

File Manager
CADWorxP&ID tab: Setup > File Manager Setup toolbar: File Manager P&ID menu: Accessory > Database > File Manager Command line: PIDOPEN Creates and manages projects and drawing files.

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Setup Panel
New Drawing without Database - Creates a new drawing without a database. New Drawing with Database - Creates a new drawing with a database. Create a New Project - Creates a new project. Open the Setup New Project Directory dialog box, where you select a database type and project path. Refresh Dialog - Refreshes the data in the File Manager console. Project Directory - Specifies the project directory. Click Browse to select a directory using a standard file selection dialog box. Preview - Shows a preview of the drawing select in the file list. Drawing files list - When a database is used this displays all the drawing files in the database for the selected project. Double-click a drawing file to open it. Number - The sequence of a drawing in the project DWG Name - The name of the .dwg drawing file. Last Modified - The time stamp of the last drawing change. Status - The status of the drawing file: Opened (red text) - The drawing is open in another session of AutoCAD. Not Found (blue text) - The drawing file cannot be found in the project directory.

Table Setup
CADWorxP&ID tab: Setup > Table Setup Setup toolbar: Table Setup P&ID menu: Accessory > Database > Table Setup Command line: TABLESETUP Specifies the database structure for a new database project by modifying the default [Product Folder]\P&ID\System\Database.tbl file. This command displays the Database Table Setup dialog box.

Table Setup (Database Table Setup Dialog Box) (on page 43) Column Setup (Database Table Setup Dialog Box) (on page 44).
You can create additional columns in the database tables, but you cannot change or delete the required columns. For more information, see Database Structure (on page 161) and Required Database Tables and Columns (on page 164). Table Setup modifies the database structure for a new database project. Changes to the database table do not have any effect on the database structure of the current drawing or project.

Table Setup (Database Table Setup Dialog Box)


Defines the tables for component types available within a P&ID project database. The following tables are required and cannot be edited or deleted: Documentation Instrument Line

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Setup Panel
Mechanical Misc Nozzle Reducer Valve Vessel Add - Adds a new table to the project. Up to ten tables can be added. Edit - Changes the name of the selected table. This option is not available for a required table. Delete - Deletes the selected table. This option is not available for a required table.

Column Setup (Database Table Setup Dialog Box)


Defines the parameter columns available within the selected component-type table. If the attributes used with the blocks inside the drawing have the same name as a column, the attributes are updated automatically whenever the database table is updated. Add - Adds a new column to the selected table. Up to 150 columns can be added. Opens the Database Column Modification dialog box. Database column width - Specifies the number of characters available for the column. The column width is limited to a maximum of 200 characters. Database column name - Specifies the column name. The column name is limited to a maximum of 10 characters. Valid characters are alpha-numeric, underscore, and dash. The first letter of the name must be alpha-numeric. The software internally adds an underscore to the end of the name to avoid names that might be SQL keywords. CEdit dialog name - specifies the name that appears when a component is selected for editing using Edit . The name is limited to a maximum of 25 characters. For more information, see Edit (on page 128). Edit - Changes the properties of the selected column. Delete - Deletes the selected column.

Specification columns
If added, the following columns are updated from the specification being used.

General Spec Information


Column Name WgtFactor MeasBore FileLib Rating SpecTemp SpecPress FlgFace MatPipe MatForge Spec Description Weight Factor Measure Bore LibrarySubDirectory NominalRating Temperature Pressure FlangeFace MaterialPipe MaterialForging

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Column Name MatFit MatGasket MatStud MatBolt ExcSize SpecRev DBFile Spec Description MaterialFitting MaterialGasket MaterialStud MaterialBolt ExcludeSizes Revision DataBaseCodes

Component Information
Column Name SubDir FileName StartSize EndSize Tag (already included by default) ShortDesc LongDesc DBCode BOMSort PrgmCode CompOpt CompNote Spec Description DataFileSubDirectory DataFileName StartSize EndSize ComponentTag

ShortDescription LongDescription DatabaseIndex BOMSortSequence ProgramCode OptionalComponent Note

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Setup Panel

Drop Down Setup


CADWorxP&ID tab: Setup > Drop Down Setup Setup toolbar: Drop Down Setup P&ID menu: Accessory > Database > Drop Down Setup Command line: DROPDOWNSETUP Specifies values to appear in combo boxes for the Additional Data dialog box of Edit command displays the Drop Down List Setup dialog box. . This

This command modifies the DropDownList.txt file, located in the database project folder. DropDownList.txt dynamically creates values for data fields in the Additional Data dialog box of Edit . For more information, see Edit (on page 128). Table Name - Displays database tables, as defined in Table Setup . For more information, see Table Setup (on page 43). Column Name - Displays columns (parameters) for the selected table, as defined in Table Setup . For more information, see Table Setup (on page 43). Value - Displays a list of values created for the select column. Add - Adds the value typed in the text box to the list in Value. Update - Modifies an existing value in the list. Select a value from the list, type the new value in the text box, and click Update. Delete - Deletes a value from the list in Value.

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Setup Panel Example


Values added to the AREA column of the LINE table appear in the Additional Data dialog box of Edit as shown below.

Line Number Setup


CADWorxP&ID tab: Setup > Setup CADWorxP&ID tab: Process Lines > Setup Setup toolbar: Setup Line Numbers toolbar: Line Number Setup P&ID menu: Accessory > Line Numbers > Setup Command line: LINENUMBER Specifies the process line numbering configuration by modifying the Project.cfg file located in the project folder. This command displays the Line Numbering System dialog box.

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Setup Panel
Category - Specifies a data column from the LINE table as defined by Column Setup in Table Setup . For more information, see Table Setup (on page 43). Add - Adds the selected column in Category to the bottom of the list box. Delete - Deletes the column value selected in the list box. Separator - Specifies a separator between values in the list box. Type any combination of alphanumeric and symbol characters. Add - Adds the value in Separator to the bottom of the list box. Delete - Deletes the separator value selected in the list box. Default value - Specifies a default value for the column value selected in the list box. Category (list box) - Displays column and separators values that are used for line numbering. Values appear in the line number in their top-down order in the list box. SIZE and SPEC are included by default. System Off - Turns off the line numbering system. When the line numbering system is not used, you manually type the line number in Tag for Edit . For more information, see Edit (on page 128). System On (Dynamic Size/Spec) - Turns on the line numbering system. When the line numbering system is used, P&ID generates the line number according to column and separator values in the list box. Tag is not available for Edit . For more information, see Edit (on page 128). Move Up - Moves a category up the Category list. Move Down - Moves a category down the Category list. Preview - Displays a preview of the line number. Values are displayed in the order of values in the list box. If the Project.cfg configuration file of the project is set to read-only, all fields in the Line Numbering System dialog box are inactive.

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Setup Panel

Inheritance Setup
CADWorxP&ID tab: Setup > Inheritance Setup Setup toolbar: Inheritance Setup P&ID menu: Accessory > Database > Inheritance Setup Command line: PIDINHERITANCESETUP Specifies the database values inherited from a process line when an in-line component is inserted. Modifies the Inheritance.tbl file located in the project folder. This command displays the Process Line Inheritance Setup dialog box.

The database values are defined in the LINE table by Column Setup in Table Setup . For more information, see Table Setup (on page 43). Valve - Specifies database values inherited by valves placed on the process line using commands on the Valves panel. For more information, see Valves Panel (on page 83). Reducer - Specifies database values inherited by reducers placed on the process line using Reducing on the Valves panel. For more information, see Valves Panel (on page 83). Misc - Specifies database values inherited by reducers placed on the process line using commands on the Equip panel. For more information, see Equip Panel (on page 97).

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Setup Panel

Map Edit Setup


CADWorxP&ID tab: Setup > Map Edit Setup Setup toolbar: Map Edit Setup P&ID menu: Accessory > Map Edit Command line: MAPEDIT Associates attributes in blocks (symbols) with table columns in the database. You can add new attributes and map attributes in existing blocks. Modifies the map.tbl file located in the project folder. This command displays the Edit Mapped Attributes dialog box.

Tables - Specifies the database table. Columns - Specifies the column to map from the selected database table. Attributes - Displays mapped attributes. Add Attribute - Starts the mapping workflow. Delete Attribute - Deletes a selected attribute. Map - Associates the selected value of Columns and the attribute name. The Edit Mapped Attributes dialog box is also used with Add Xdata information, see Add Xdata (on page 152).

. For more

What do you want to do?


Map a new attribute (on page 51) Modify a mapped attribute (on page 51) Delete a mapped attribute (on page 51)

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Setup Panel

Map a new attribute


1. Click Map Edit . The Edit Mapped Attributes dialog box appears. 2. For Tables, select the needed database table. Columns (data parameters) for the table display in Columns. 3. Click Add Attribute. 4. Type a name for the attribute in the lower-right text box. 5. Select the needed value in Columns. The column value appears in the lower-left text box.

6. Click Map. The new attribute is added to Attributes. 7. Repeat to create additional attributes. 8. Click Close.

Modify a mapped attribute


1. Click Map Edit . The Edit Mapped Attributes dialog box appears. 2. For Tables, select the needed database table. Columns (data parameters) for the table display in Columns. Attributes mapped to columns display in Attributes. 3. Select the needed value in Attributes. The column value mapped to the attribute is selected in Columns. 4. Select the a new value in Columns. 5. Click Map. The attribute is mapped to the new column. 6. Click Close.

Delete a mapped attribute


1. Click Map Edit . The Edit Mapped Attributes dialog box appears. 2. For Tables, select the needed database table. Columns (data parameters) for the table display in Columns. Attributes mapped to columns display in Attributes. 3. Select the needed value in Attributes. 4. Select the needed value in Columns. 5. Click Delete Attribute. The attribute is deleted from Attributes. 6. Click Close.

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Setup Panel

Loop Numbering
CADWorxP&ID tab: Setup > Loop Numbering CADWorxP&ID tab: Instruments > Loop Numbering Setup toolbar: Loop Numbering Instruments toolbar: Loop Numbering P&ID menu: Accessory > Loop Numbering Command line: LOOPNUMBER Specifies the instrument loop numbering configuration or template by modifying the Project.cfg file located in the project folder. This command displays the Instrument Loop Numbering System dialog box.

Category - Specifies a data column from the INSTRUMENT table as defined by Column Setup in Table Setup . For more information, see Table Setup (on page 43). Add - Adds the selected column in Category to the bottom of the list box. Delete - Deletes the column value selected in the list box. Separator - Specifies a separator between values in the list box. Type any combination of alphanumeric and symbol characters. Add - Adds the value in Separator to the bottom of the list box. Delete - Deletes the separator value selected in the list box. Default value - Specifies a default value for the column value selected in the list box.

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Category (list box) - Displays column and separators values that are used for loop numbering. Values appear in the line number in their top-down order in the list box. FUNCTION and TAG are included by default. System Off - Turns off the loop numbering system. When the loop numbering system is not used, you manually type the loop number in Loop for Edit . For more information, see Edit (on page 128). System On - Turns on the loop numbering system. When the loop numbering system is used, P&ID generates the loop number according to column and separator values in the list box. Loop is not available for Edit . For more information, see Edit (on page 128). Move Up - Moves a category up the Category list. Move Down - Moves a category down the Category list. Preview - Displays a preview of the loop number. Values are displayed in the order of values in the list box. If the Project.cfg configuration file of the project is set to read-only, all fields in the Instrument Loop Numbering System dialog box are inactive.

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SECTION 3

Process Lines Panel


CADWorxP&ID tab: Process Lines Most process lines use the polyline symbol type of Menu Symbols . For more information, see Menu Symbols (on page 28) and Poly Line Tab (Adding Item Dialog Box) (on page 35). Draw a process line in the direction of flow. Command Name Lines - Displays a preview of each process and instrument line type. For more information, see Lines (on page 56). Command Line ICONLINE

Major Primary - Draws a major primary process line. For MPRIMARY more information, see Major Primary (on page 57). Major Secondary - Draws a major secondary process MSECOND line. For more information, see Major Secondary (on page 57). Minor Primary - Draws a minor primary process line. For NPRIMARY more information, see Minor Primary (on page 58). Minor Secondary - Draws a minor secondary process NSECOND line. For more information, see Minor Secondary (on page 58). Mend Line - Mends process and instrument lines by removing gaps between the lines. For more information, see Mend Line (on page 58). MENDLINE

Process Assign - Changes the type of a process line. For PROCESSASSIGN more information, see Process Assign (on page 59). Combine Lines - Combines a group of process line COMBINELINE segments into a single process line. For more information, see Combine Lines (on page 59). Remove Line Item - Removes a valve component that is REMOVEITEM associated with a process line. For more information, see Remove Line Item (on page 60). Un-Combine Lines - Separates a process line into line segments. For more information, see Un-Combine Lines (on page 60). UNCOMBINELINE

Remove Combine Process - Removes a component that COMBINEPROCESSREMOVE is in a process group. For more information, see Remove Combine Process (on page 61). Add Combine Process - Adds a component to a process COMBINEPROCESSADD group. For more information, see Add Combine Process (on page 61).

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Process Lines Panel


Combine Process - Combines a group of components and gives them the same process line number. For more information, see Combine Process (on page 61). COMBINEPROCESS

Update Process - Updates all needed process lines in the UPDATEPROCESS database from the old value of Tag for a component to the new value. For more information, see Update Process (on page 62). Line Number Setup - Specifies the process line numbering configuration. For more information, see Line Number Setup (on page 47). Count - Sets the line number count value. For more information, see Count (on page 62). Increment - Increases the line number count value by one. For more information, see Increment (on page 62). Decrement - Decreases the line number count value by one. For more information, see Decrement (on page 62). LINENUMBER

PIDNUMBERCOUNT PIDNUMBER+ PIDNUMBER-

View Line Numbers - Displays all line numbers and their VIEWLINE drawings. For more information, see View Line Numbers (on page 63). Tag Line - Adds a process line tag to the drawing. For more information, see Tag Line (on page 63). TAGNUMBER

Lines
CADWorxP&ID tab: Process Lines > Lines CADWorxP&ID tab: Instrument Lines > Lines Process Lines toolbar: Lines P&ID menu: Lines > Icon Command line: ICONLINE Draws a process or instrument line. This command displays the Lines dialog box.

Lines Dialog Box


Specifies a process or instrument line type and displays a preview of the selected line symbol. list - Displays the available line types. Select one of the following:

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Process Lines Panel


Process Lines Major Primary Major Secondary Minor Primary Minor Secondary Instrument Lines Instrument Pneumatic Electric Hydraulic Capillary Undefined Heat Traced Sonic Guided Sonic Un-guided Logic System Logic Mechanical Binary Pneumatic Binary Electric

Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the LINES value of Sections in the Menu Maintenance dialog box. For more information, see Menu Symbols (on page 28).

Major Primary
CADWorxP&ID tab: Process Lines > Major Primary Lines toolbar: Primary Process Lines toolbar: Major Primary P&ID menu: Lines > Major > Primary Command line: MPRIMARY Draws a major primary process line.

Major Secondary
CADWorxP&ID tab: Process Lines > Major Secondary Lines toolbar: Secondary Process Lines toolbar: Major Secondary P&ID menu: Lines > Major > Secondary Command line: MSECOND Draws a major secondary process line.

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Process Lines Panel

Minor Primary
CADWorxP&ID tab: Process Lines > Minor Primary Lines toolbar: Primary Process Lines toolbar: Minor Primary P&ID menu: Lines > Minor > Primary Command line: NPRIMARY Draws a minor primary process line.

Minor Secondary
CADWorxP&ID tab: Process Lines > Minor Secondary Lines toolbar: Secondary Process Lines toolbar: Minor Secondary P&ID menu: Lines > Minor > Secondary Command line: NSECOND Draws a minor secondary process line.

Mend Line
CADWorxP&ID tab: Process Lines > Mend Line CADWorxP&ID tab: Instrument Lines > Mend Line Process Lines toolbar: Mend Line Misc toolbar: Mend Line P&ID menu: Utility > Mend Line Command line: MENDLINE Manually or automatically mends process and instrument lines by removing gaps between the lines. For manual mending, select two or more separate lines that need to be joined. The lines must be within the tolerance defined by MendLineDistance (on page 25). Automatic mending joins lines when a process or instrument symbol on the line is erased. Vertices on polylines that were created when the symbol was inserted are also removed. If a reducer is encountered on a process line, the gap on each side of the reducer is closed, leaving a polyline with a vertex at each end. To combine process line segments into a single line, see Combine Lines (on page 59).

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Process Lines Panel

Manually mend a process or instrument line


1. Click Mend Line . 2. Select two or more process or instrument lines. Select each line at the end to be joined to the previous selection. 3. Right-click or press ENTER. If the lines are within the MendLineDistance (on page 25) tolerance, the lines are joined.

Process Assign
CADWorxP&ID tab: Process Lines > Process Assign Process Lines toolbar: Process Assign P&ID menu: Utility > Process Assign Command line: PROCESSASSIGN Changes the type of a process line. For example, a major primary line can be changed to a major secondary line.

Change the type of a process line


1. 2. 3. 4. 5. Click Process Assign . Select one or more process lines. Right-click or press ENTER. On the Command Line, type M for major or N for minor. Press ENTER. On the Command Line, type P for primary or S for secondary. Press ENTER. The lines are changed to the new type.

Combine Lines
CADWorxP&ID tab: Process Lines > Combine Lines Process Lines toolbar: Combine Lines Misc toolbar: Combine Lines P&ID menu: Accessory > Database > Combine Lines Command line: COMBINELINE Combines a group of process line segments into a single process line. Process lines can become segmented when: A drawing is inserted into a database project. A line is copied with the AutoCAD COPY or ARRAY commands. The software cannot determine if the line is one process line or multiple process lines and segments the line as it is copied.

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Process Lines Panel


The copied segments are inserted in the tables of the database as individual rows. This command combines the segments into one process line on one row in the LINE table of the project database. The order of segment selection determines the process flow direction of the combined line. For example, a process line runs between vessels V-101 and V-102. You select the process line segment closest to V-102 and progress to V-101. The software determines the flow direction as going from V-102 to V-101. If the direction needs to be reversed, use Edit . For more information, see Edit (on page 128) and Editing Line Component Dialog Box (on page 129). When a single segment is selected, a dialog box requests that you select the direction. Process flow direction only affects process lines (type 301). Vessel (type 304) and mechanical components (type 305) determine the direction. For more information, see Edit (on page 128).

Combine process lines


This workflow combines multiple process line segments into a single process line within the drawing and the line table of the project database. 1. Click Combine Lines . 2. Select the first segment in the process. 3. Select the remaining segments in order. Select each segment at the end indicating the direction of flow. 4. Press ENTER or right-click. The segments are joined into a single process line. The Command Line states "Removed <n> row(s) from the line table."

Remove Line Item


CADWorxP&ID tab: Process Lines > Remove Line Item Process Lines toolbar: Remove Line Item P&ID menu: Accessory > Database > Remove Line Item Command line: REMOVEITEM Removes a valve component that is associated with a process line. When a valve component is placed on a process line, it becomes associated with that process line. When the AutoSizeSpecUpdate (on page 22) variable is on, the component changes as the process line changes. Use this command on an item if you do not want the valve to change with the associated process line.

Un-Combine Lines
CADWorxP&ID tab: Process Lines > Un-Combine Lines Process Lines toolbar: Un-Combine Lines P&ID menu: Accessory > Database > Un-Combine Lines Command line: UNCOMBINELINE Separates a process line into line segments. Each segment has a row in the lines table of the project database. This command performs the opposite function of Combine Lines . For more information, see Combine Lines (on page 59).

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Remove Combine Process


CADWorxP&ID tab: Process Lines > Remove Combine Process Process Lines toolbar: Remove Combine Process Command line: COMBINEPROCESSREMOVE Removes a component that is in a group created with Combine Process information, see Combine Process (on page 61). . For more

Add Combine Process


CADWorxP&ID tab: Process Lines > Add Combine Process Process Lines toolbar: Add Combine Process Command line: COMBINEPROCESSADD Adds a component to a group created with Combine Process Combine Process (on page 61). . For more information, see

Combine Process
CADWorxP&ID tab: Process Lines > Combine Process Process Lines toolbar: Combine Process P&ID menu: Accessory > Database > Combine Process Command line: COMBINEPROCESS Combines a group of components with a process line. To use this command, add a LINE_NUM_ column to the process line table and component tables in the project database. LINE_NUM_ automatically updates components that are associated with the main process line.

Combine components into a group with a process line


1. 2. 3. 4. Click Combine Process . Select a segment of the main process line. Select components to associate with the selected process line. Press ENTER or right-click. The components are associated with the process line. The Command Line states "<n> object(s) have been combined."

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Process Lines Panel

Update Process
CADWorxP&ID tab: Process Lines > Update Process Process Lines toolbar: Update Process Command line: UPDATEPROCESS Updates all needed process lines in the database from the old value of Tag for a component to the new value. This command is only used when the value of Tag for a component has been changed. For more information, see Edit (on page 128).

Count
CADWorxP&ID tab: Process Lines > Count Line Numbers toolbar: Line Number Count P&ID menu: Accessory > Line Numbers > Count Command line: PIDNUMBERCOUNT Sets the line number count value. The count appears in the line number tag. To use Count first set the following options: Set the LineNumberSystem variable to 1. For more information, see Configuration File Dialog Box (on page 20) and LineNumberSystem (on page 24). Add Count to Category for the line numbering system. For more information, see Line Number Setup (on page 47).

Increment
CADWorxP&ID tab: Process Lines > Increment Line Numbers toolbar: Line Number Increment P&ID menu: Accessory > Line Numbers > Increment Command line: PIDNUMBER+ Increases the line number count value by one. For example, if the current value is 0001, Increment increases it to 0002. Line number count must be properly set. For more information, see Count (on page 62).

Decrement
CADWorxP&ID > Process Lines > Decrement Line Number toolbar: Line Number Decrement P&ID menu: Accessory > Line Numbers > Decrement Command line: PIDNUMBERDecreases the line number count value by one. For example, if the current value is 0002, Increment decreases it to 0001. Line number count must be properly set. For more information, see Count (on page 62).

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View Line Numbers


CADWorxP&ID tab: Process Lines > View Line Numbers Line Number toolbar: View Line Numbers Command line: VIEWLINE Displays all line numbers and drawings containing the line numbers within a project. This command displays the View Line Numbers dialog box.

By Line Number tab - Displays all line numbers and the associated drawings for a selected line number. By Drawing tab - Displays all drawings and the associated line numbers for a selected drawing. A line number can be on multiple drawings. When the line number is modified on one drawing, it automatically updates on the other drawings. When editing a drawing link component (type 306), line numbers can also be viewed. For more information, see Edit (on page 128) and Editing Drawing Links Dialog Box (on page 136).

Tag Line
CADWorxP&ID tab: Process Lines > Tag Line Misc toolbar: Tag Line P&ID menu: Utility > Tag Line Command line: TAGNUMBER Adds a process line tag to the drawing. The value for Tag is copied to the drawing. If the tag has no value, then the tag is placed on the drawing but will not be visible. To add a value to Tag, see Edit (on page 128) and Editing Line Component Dialog Box (on page 129). The tag and the process line are updated when either has changed. Automatic updating is not available in AutoCAD, but AutoCAD reads the information from the database.

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Add a process line tag to a drawing


1. Click Tag Line . 2. Select a process line. Generic "TAG" text appears. 3. Move the text to the needed position and click. 4. Rotate the text to the needed orientation and click. The value of Tag appears in the selected position and orientation. 5. If no value for Tag is visible, click Edit . 6. Select the process line. The Editing Line Component dialog box appears. 7. Type a value for Tag. 8. Click OK. The tag value now appears in the selected position and orientation.

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Instruments Panel
CADWorxP&ID tab: Instruments Command Name Discrete - Specifies and places a discrete instrument type and displays a preview of the selected instrument. For more information, see Discrete (on page 67). Discrete-Local - Places a local discrete instrument. Discrete-Primary Front - Places a primary front discrete instrument. Discrete-Primary Back - Places a primary back discrete instrument. Discrete-Auxiliary Front - Places an auxiliary front discrete instrument. Discrete-Auxiliary Back - Places an auxiliary back discrete instrument. Shared - Specifies and places a shared instrument type and displays a preview of the selected instrument. For more information, see Shared (on page 68). Shared-Local - Places a local shared instrument. Command Line ICONDISCRETE

DILOCAL DIPRIFRONT DIPRIBACK DIAUXFRONT DIAUXBACK ICONSHARED

SHLOCAL

Shared-Primary Front - Places a primary front shared instrument. SHPRIFRONT Shared-Primary Back - Places a primary back shared instrument. SHPRIBACK Shared -Auxiliary Front - Places an auxiliary front shared instrument. Shared-Auxiliary Back - Places an auxiliary back shared instrument. SHAUXFRONT SHAUXBACK

Computer - Specifies and places a computer instrument type and ICONCOMPUTER displays a preview of the selected instrument. For more information, see Computer (on page 70). Computer-Local - Places a local computer instrument. Computer-Primary Front - Places a primary front computer instrument. Computer-Primary Back - Places a primary back computer instrument. Computer-Auxiliary Front - Places an auxiliary front computer instrument. COLOCAL COPRIFRONT COPRIBACK COAUXFRONT

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Computer-Auxiliary Back - Places an auxiliary back computer instrument. COAUXBACK

Logic - Specifies and places a logic instrument type and displays a ICONLOGIC preview of the selected instrument. For more information, see Logic (on page 71). Logic-Local - Places a local logic instrument. Logic-Primary Front - Places a primary front logic instrument. Logic-Primary Back - Places a primary back logic instrument. LOLOCAL LOPRIFRONT LOPRIBACK

Logic-Auxiliary Front - Places an auxiliary front logic instrument. LOAUXFRONT Logic-Auxiliary Back - Places an auxiliary back logic instrument. LOAUXBACK Pilot - Specifies and places a pilot instrument type and displays a ICONPILOT preview of the selected instrument. For more information, see Pilot (on page 73). Pilot-Local - Places a local pilot instrument. Pilot-Primary Front - Places a primary front pilot instrument. Pilot-Primary Back - Places an auxiliary front pilot instrument. Combine Instruments - Combines instrument bubbles into a group. For more information, see Combine Instruments (on page 74). Combine Instrument Add - Adds instruments to a group. For more information, see Combine Instrument Add (on page 74). PILOCAL PIPRIFRONT PIAUXFRONT COMBINEINST

COMBINEINSTADD

Un-Combine Instruments - Removes instruments from a group. UNCOMBINEINST For more information, see Un-Combine Instruments (on page 74). Loop Numbering - Specifies the instrument loop numbering configuration or template. For more information, see Loop Numbering (on page 52). LOOPNUMBER

Create Table - Scans a prototype or template drawing for specially CREATETABLE formatted keywords and creates columns for each keyword in a new loop table. For more information, see Create Table (on page 75). Generate Loops - Creates loop diagrams based on a loop table. For more information, see Generate Loops (on page 77). GENERATELOOP

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Discrete
CADWorxP&ID tab: Instruments > Discrete Instruments toolbar: Discrete P&ID menu: Instruments > Discrete Command line: ICONDISCRETE Places a discrete instrument symbol. This command displays the Instrument Discrete dialog box.

Instrument Discrete Dialog Box


Specifies and a discrete instrument type and displays a preview of the selected instrument symbol. list - Displays the available discrete instrument types. Select one of the following: Discrete Local Discrete Primary Front Discrete Primary Back Discrete Auxiliary Front Discrete Auxiliary Back Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the INSTRUMENT DISCRETE value of Sections in the Menu Maintenance dialog box. You can also add more instruments. For more information, see Menu Symbols (on page 28).

Discrete-Local
CADWorxP&ID tab: Instruments > Discrete-Local Instruments toolbar: Local Command line: DILOCAL Places a local discrete instrument.

Discrete-Primary Front
CADWorxP&ID tab: Instruments > Discrete-Primary Front Instruments toolbar: Primary Front Command line: DIPRIFRONT Places a primary front discrete instrument.

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Discrete-Primary Back
CADWorxP&ID tab: Instruments > Discrete-Primary Back Instruments toolbar: Primary Back Command line: DIPRIBACK Places a primary back discrete instrument.

Discrete-Auxiliary Front
CADWorxP&ID tab: Instruments > Discrete-Auxiliary Front Instruments toolbar: Auxiliary Front Command line: DIAUXFRONT Places an auxiliary front discrete instrument.

Discrete-Auxiliary Back
CADWorxP&ID tab: Instruments > Discrete-Auxiliary Back Instruments toolbar: Auxiliary Back Command line: DIAUXBACK Places an auxiliary back discrete instrument.

Shared
CADWorxP&ID tab: Instruments > Shared Instruments toolbar: Shared P&ID menu: Instruments > Shared Command line: ICONSHARED Places a shared instrument symbol. This command displays the Instrument Shared dialog box.

Instrument Shared Dialog Box


Specifies a shared instrument type and displays a preview of the selected instrument symbol. list - Displays the available shared instrument types. Select one of the following: Shared Local Shared Primary Front Shared Primary Back Shared Auxiliary Front Shared Auxiliary Back Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the INSTRUMENT SHARED value of Sections in the Menu Maintenance dialog box. You can also add more instruments. For more information, see Menu Symbols (on page 28).

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Shared-Local
CADWorxP&ID tab: Instruments > Shared-Local Instruments toolbar: Local Command line: SHLOCAL Places a local shared instrument.

Shared-Primary Front
CADWorxP&ID tab: Instruments > Shared-Primary Front Instruments toolbar: Primary Front Command line: SHPRIFRONT Places a primary front shared instrument.

Shared-Primary Back
CADWorxP&ID tab: Instruments > Shared-Primary Back Instruments toolbar: Primary Back Command line: SHPRIBACK Places a primary back shared instrument.

Shared-Auxiliary Front
CADWorxP&ID tab: Instruments > Shared-Auxiliary Front Instruments toolbar: Auxiliary Front Command line: SHAUXFRONT Places an auxiliary front shared instrument.

Shared-Auxiliary Back
CADWorxP&ID tab: Instruments > Shared-Auxiliary Back Instruments toolbar: Auxiliary Back Command line: SHAUXBACK Places an auxiliary back shared instrument.

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Computer
CADWorxP&ID tab: Instruments > Computer Instruments toolbar: Computer P&ID menu: Instruments > Computer Command line: ICONCOMPUTER Places a computer instrument symbol. This command displays the Instrument Computer dialog box.

Instrument Computer Dialog Box


Specifies a computer instrument type and displays a preview of the selected instrument symbol. list - Displays the available computer instrument types. Select one of the following: Computer Local Computer Primary Front Computer Primary Back Computer Auxiliary Front Computer Auxiliary Back Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the INSTRUMENT COMPUTER value of Sections in the Menu Maintenance dialog box. You can also add more instruments. For more information, see Menu Symbols (on page 28).

Computer-Local
CADWorxP&ID tab: Instruments > Computer-Local Instruments toolbar: Local Command line: COLOCAL Places a local computer instrument.

Computer-Primary Front
CADWorxP&ID tab: Instruments > Computer-Primary Front Instruments toolbar: Primary Front Command line: COPRIFRONT Places a primary front computer instrument.

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Computer-Primary Back
CADWorxP&ID tab: Instruments > Computer-Primary Back Instruments toolbar: Primary Back Command line: COPRIBACK Places a primary back computer instrument.

Computer-Auxiliary Front
CADWorxP&ID tab: Instruments > Computer-Auxiliary Front Instruments toolbar: Auxiliary Front Command line: COAUXFRONT Places an auxiliary front computer instrument.

Computer-Auxiliary Back
CADWorxP&ID tab: Instruments > Computer-Auxiliary Back Instruments toolbar: Auxiliary Back Command line: COAUXBACK Places an auxiliary back computer instrument.

Logic
CADWorxP&ID tab: Instruments > Logic Instruments toolbar: Logic P&ID menu: Instruments > Logic Command line: ICONLOGIC Places a logic instrument symbol. This command displays the Instrument Logic dialog box.

Instrument Logic Dialog Box


Specifies a logic instrument type and displays a preview of the selected instrument symbol. list - Displays the available logic instrument types. Select one of the following: Logic Local Logic Primary Front Logic Primary Back Logic Auxiliary Front Logic Auxiliary Back Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the INSTRUMENT LOGIC value of Sections in the Menu Maintenance dialog box. You can also add more instruments. For more information, see Menu Symbols (on page 28).

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Logic-Local
CADWorxP&ID tab: Instruments > Logic-Local Instruments toolbar: Local Command line: LOLOCAL Places a local logic instrument.

Logic-Primary Front
CADWorxP&ID tab: Instruments > Logic-Primary Front Instruments toolbar: Primary Front Command line: LOPRIFRONT Places a primary front logic instrument.

Logic-Primary Back
CADWorxP&ID tab: Instruments > Logic-Primary Back Instruments toolbar: Primary Back Command line: LOPRIBACK Places a primary back logic instrument.

Logic-Auxiliary Front
CADWorxP&ID tab: Instruments > Logic-Auxiliary Front Instruments toolbar: Auxiliary Front Command line: LOAUXFRONT Places an auxiliary front logic instrument.

Logic-Auxiliary Back
CADWorxP&ID tab: Instruments > Logic-Auxiliary Back Instruments toolbar: Auxiliary Back Command line: LOAUXBACK Places an auxiliary back logic instrument.

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Pilot
CADWorxP&ID tab: Instruments > Pilot Instruments toolbar: Pilot P&ID menu: Instruments > Pilot Command line: ICONPILOT Places a pilot instrument symbol. This command displays the Instrument Pilot dialog box.

Instrument Pilot Dialog Box


Specifies a pilot instrument type and displays a preview of the selected instrument symbol. list - Displays the available pilot instrument types. Select one of the following: Pilot Local Pilot Primary Front Pilot Auxiliary Front Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the INSTRUMENT PILOT value of Sections in the Menu Maintenance dialog box. You can also add more instruments. For more information, see Menu Symbols (on page 28).

Pilot-Local
CADWorxP&ID tab: Instruments > Pilot-Local Instruments toolbar: Local Command line: PILOCAL Places a local pilot instrument.

Pilot-Primary Front
CADWorxP&ID tab: Instruments > Pilot-Primary Front Instruments toolbar: Primary Front Command line: PIPRIFRONT Places a primary front pilot instrument.

Pilot-Auxiliary Front
CADWorxP&ID tab: Instruments > Pilot-Auxiliary Front Instruments toolbar: Auxiliary Front Command line: PIAUXFRONT Places an auxiliary front pilot instrument.

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Combine Instruments
CADWorxP&ID tab: Instruments > Combine Instruments Instruments toolbar: Combine Instruments Misc toolbar: Combine Instruments P&ID menu: Accessory > Database > Combine Instruments Command line: COMBINEINST Combines instrument bubbles into a group. This is typically used to combine all instruments within one loop. You can then use Edit to modify the value of Tag simultaneously for all combined instruments. For more information, see Edit (on page 128) and Editing Instrument Component Dialog Box (on page 132).

Combine instrument bubbles


1. Click Combine Instruments . 2. Select two or more instrument components. 3. Press ENTER or right-click. The components are combined and the bubble changes to the text of the first-selected instrument. The Command Line states "Updated <n> object(s) in drawing." 4. Click Modify > Edit . 5. Select one of the combined instruments. The Editing Instrument Components dialog box appears. 6. Type a new value for Tag. 7. Click OK. The bubble for each combined instrument changes to the new tag value.

Combine Instrument Add


CADWorxP&ID tab: Instruments > Combine Instrument Add Instruments toolbar: Combine Instrument Add Command line: COMBINEINSTADD Adds instruments to a group created using Combine Instruments

Un-Combine Instruments
CADWorxP&ID tab: Instruments > Un-Combine Instruments Instruments toolbar: Un-Combine Instruments Command line: UNCOMBINEINST Removes instruments from a group created using Combine Instruments

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Create Table
CADWorxP&ID tab: Instruments > Create Table Instruments toolbar: Create Table P&ID menu: Accessory > Loop Diagrams > Create Table Command line: CREATETABLE Scans a prototype or template drawing for specially formatted keywords and creates columns for each keyword in a new loop table in the project database. The table also contains a unique identification, loop number, and drawing template name, and is linked back to the instrumentation table of the project database. This command scans the existing loop column in the instrument table for loop numbers in the project database. It also searches the instrument table for all loop numbers that have FI, FT, or FV instruments. After it finds the loop numbers in the database, it creates the remaining columns from the prototype by drawing keywords and generates the loop table. Tag, function, and loop number are left in the instrument table. A row in the loop table is given a unique identifier that is linked back to the instrument table. After selecting a database file and a template drawing file, the command displays the Loop Table Setup dialog box.

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Instruments Panel
Table Name - Specifies the name of the loop table. LOOP_ is appended to the name in the database. Column Setup - Displays the table columns matched from the template drawing. Move Up - Moves the column selected in Column Setup up the list. Move Down - Moves the column selected in Column Setup down the list. Column Width - Specifies the character width of the column selected in Column Setup. OK - Accepts the changes closes the dialog box. The loop table is created and saved in the project database. Cancel - Cancels the changes. The loop table is not created. A sample database and several template drawings are delivered in the [Product Folder]\P&ID\Tutorial\SampleLoops folder. The template drawing does not have to be opened. The LoopTemplateDirectory (on page 25) configuration variable can be used to specify a starting location for this command to search for template drawings. When used with Generate Loops , the keywords populate the drawing with the data from the loop table. For more information, see Generate Loops (on page 77). Loop functionality is provided with CADWorx P&ID Professional.

Keywords
Column names are keywords used in loop diagram drawings. A keyword can be an attribute, an attribute definition, plain text, or Mtext. It must be in uppercase and can be a simple string or a complete sentence of strings. Keywords requires greater than and less than brackets for automatic detection (<>). Examples 1. The sequence below places a tag in the drawing from the selected loop: <TAG> 2. The tag can be part of a string: This is a keyword <TAG> located in a string. 3. Identify a tag with a particular function: <TAG,LAL> and <TAG,LAH> 4. Two identical functions can have different tags, such as FE-101A and FE-101B: <TAG,FE,*A> and <TAG,FE,*B> 5. Search for the other keywords such as FUNC, WIRE, or TERMINAL: <FUNC>, <WIRE> or <TERMINAL>

Create a loop table


1. Click Create Table . The Select Database Type dialog box appears. 2. Select the database type, such as Microsoft Access, and click OK. The Select Access Database File dialog box appears. 3. Select the needed database file, and click OK. The Select Loop Template Drawing File dialog box appears. 4. Select the needed template drawing file, and click OK.

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The template drawing is scanned for instruments that match the instrument table in the project database. The Select Loop Table Setup dialog box appears, displaying the matches. 5. Change the order of columns and column widths as needed, and click OK. The Instrument Loop(s) Added to Table dialog box appears. Loops found in the project database instrument table are displayed. These loops are placed in the loop table. 6. Click Close.

Generate Loops
CADWorxP&ID tab: Instruments > Generate Loops Instruments toolbar: Generate Loops P&ID menu: Accessory > Loop Diagrams > Generate Loops Command line: GENERATELOOP Creates loop diagrams based on the loop table created by Create Table . Each row of the loop table represents one loop diagram. After selecting a database file, the command opens the Select Loop Table dialog box and then the Select Loop(s) dialog box.

Loop functionality is provided with CADWorx P&ID Professional.

Create a loop diagram


1. Click Generate Loops . The Select Database Type dialog box appears. 2. Select the database type, such as Microsoft Access, and click OK. The Select Access Database File dialog box appears. 3. Select the needed database file, and click OK. The Select Loop Table dialog box appears. 4. Select the needed loop table, and click OK. The Select Loop(s) dialog box appears. 5. Select one or more needed loops, and click OK. The software creates loop diagrams for the selected loops. The Loop Drawing(s) Created dialog box appears, displaying the loop diagram .dwg files. 6. Click Close.

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SECTION 5

Instrument Lines Panel


CADWorxP&ID tab: Instrument Lines Command Name Lines - Displays a preview of each process and instrument line type. For more information, see Lines (on page 56). Electric - Draws an electric line. Pneumatic - Draws a pneumatic line. Instrument - Draws an instrument line. Hydraulic - Draws a hydraulic line. Capillary - Draws a capillary line. Undefined - Draws an undefined line. Heat Traced - Draws a heat-traced line. Command Line ICONLINE ELECTRIC PNEUMATIC INSTRUMENT HYDRAULIC CAPILLARY UNDEFINED HEATTRACE

Mend Line - Mends process and instrument lines by removing MENDLINE gaps between the lines. For more information, see Mend Line (on page 58). Sonic Un-Guided - Draws a sonic un-guided line. Sonic Guided - Draws a sonic guided line. System - Draws a logic system link or data link line. Mechanical - Draws a logic mechanical link line. Binary Pneumatic - Draws a binary pneumatic line. Binary Electric - Draws a binary electric line. SONICUN SONIC SYSLINK MECHLINK PNEUMATICBIN ELECTBIN

Electric
CADWorxP&ID tab: Instrument Lines > Electric Instrument Lines toolbar: Electric P&ID menu: Lines > Electric Command line: ELECTRIC Draws an electric line.

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Instrument Lines Panel

Pneumatic
CADWorxP&ID tab: Instrument Lines > Pneumatic Instrument Lines toolbar: Pneumatic P&ID menu: Lines > Pneumatic Command line: PNEUMATIC Draws a pneumatic line.

Instrument
CADWorxP&ID tab: Instrument Lines > Instrument Instrument Lines toolbar: Instrument P&ID menu: Lines > Instrument Command line: INSTRUMENT Draws an instrument line.

Hydraulic
CADWorxP&ID tab: Instrument Lines > Hydraulic Instrument Lines toolbar: Hydraulic P&ID menu: Lines > Hydraulic Command line: HYDRAULIC Draws a hydraulic line.

Capillary
CADWorxP&ID tab: Instrument Lines > Capillary Instrument Lines toolbar: Capillary P&ID menu: Lines > Capillary Command line: CAPILLARY Draws a capillary line.

Undefined
CADWorxP&ID tab: Instrument Lines > Undefined Instrument Lines toolbar: Undefined P&ID menu: Lines > Undefined Command line: UNDEFINED Draws an undefined line.

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Heat Traced
CADWorxP&ID tab: Instrument Lines > Heat Traced Instrument Lines toolbar: Heat Traced P&ID menu: Lines > Heat Traced Command line: HEATTRACE Draws a heat-traced line.

Sonic Un-guided
CADWorxP&ID tab: Instrument Lines > Sonic Un-guided Lines toolbar: Un-guided Instrument Lines toolbar: Sonic Un-guided P&ID menu: Lines > Sonic > Un-guided Command line: SONICUN Draws a sonic un-guided line.

Sonic Guided
CADWorxP&ID tab: Instrument Lines > Sonic Guided Lines toolbar: Guided Instrument Lines toolbar: Sonic Guided P&ID menu: Lines > Sonic > Guided Command line: SONIC Draws a sonic guided line.

System
CADWorxP&ID tab: Instrument Lines > System Lines toolbar: System Link Instrument Lines toolbar: System P&ID menu: Lines > Logic > System Command line: SYSLINK Draws a logic system link or data link line.

Mechanical
CADWorxP&ID tab: Instrument Lines > Mechanical Lines toolbar: Mech Link Instrument Lines toolbar: Mechanical P&ID menu: Lines > Logic > Mechanical Command line: MECHLINK Draws a logic mechanical link line.

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Binary Pneumatic
CADWorxP&ID tab: Instrument Lines > Pneumatic Lines toolbar: Pneumatic Instrument Lines toolbar: Pneumatic P&ID menu: Lines > Binary > Pneumatic Command line: PNEUMATICBIN Draws a binary pneumatic line.

Binary Electric
CADWorxP&ID tab: Instrument Lines > Electric Lines toolbar: Electric Instrument Lines toolbar: Electric P&ID menu: Lines > Binary > Electric Command line: ELECTBIN Draws a binary electric line.

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Valves Panel
CADWorxP&ID tab: Valves Command Name Command Line

Valve-Regular - Specifies and places a regular valve, and ICONREGVALVE displays a preview of the selected valve. For more information, see Valve-Regular (on page 84). Valve-Regular Socket Weld - Specifies and places a regular ICONREGVALVESW socket-welded valve, and displays a preview of the selected valve. For more information, see Valve-Regular Socket Weld (on page 85). Valve-Regular Flanged - Specifies and places a regular flanged valve, and displays a preview of the selected valve. For more information, see Valve-Regular Flanged (on page 86). ICONREGVALVEF

Valve-Control - Specifies and places a control valve, and displays ICONCONVALVE a preview of the selected valve. For more information, see Valve-Control (on page 87). Valve-Control Flanged - Specifies and places a flanged control valve, and displays a preview of the selected valve. For more information, see Valve-Control Flanged (on page 87). Valve-Control Socket Weld - Specifies and places a socket-welded control valve, and displays a preview of the selected valve. For more information, see Valve-Control Socket Weld (on page 88). ICONCONVALVEF

ICONCONVALVESW

Valve-Other - Specifies and places a miscellaneous valve, and ICONOTHERVALVE displays a preview of the selected valve. For more information, see Valve-Other (on page 89). Valve-Other Flanged - Specifies and places a miscellaneous flanged valve, and displays a preview of the selected valve. For more information, see Valve-Other Flanged (on page 89). ICONOTHERVALVEF

Valve-Other Socket Weld - Specifies and places a miscellaneous ICONOTHERVALVESW socket-welded valve, and displays a preview of the selected valve. For more information, see Valve-Other Socket Weld (on page 90). Flange - Specifies and places a flange, and displays a preview of ICONFLANGE the selected flange. For more information, see Flange (on page 91). Reducing - Specifies and places a reducer, and displays a preview of the selected reducer. For more information, see Reducing (on page 91). ICONREDUCER

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Inline - Specifies and places an in-line component, and displays a ICONINLINE preview of the selected component. For more information, see Inline (on page 92). Sort - Sorts valves according to their location on a specific process PIDSORT line. For more information, see Sort (on page 93). Valves-Functions - Specifies and places a valve function, and ICONFUNCTION displays a preview of the selected function. For more information, see Valves-Functions (on page 95).

Valve-Regular
CADWorxP&ID tab: Valves > Valve-Regular Valves toolbar: Regular P&ID menu: Valves > Regular Command line: ICONREGVALVE Places a regular valve symbol. This command displays the Valves Regular dialog box.

Valves Regular Dialog Box


Specifies a regular valve type and displays a preview of the selected valve symbol. list - Displays the available regular valve types. Select one of the following: Gate Ball Globe Plug Swing Check Needle Butterfly Pinch Quick Diaphragm Closed Gate (small) Ball (small) Globe (small) Plug (small) Swing (small) Check (small) Needle (small) Butterfly (small) Pinch (small) Quick (small) Diaphragm (small) Closed (small)

Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES REGULAR value of Sections in the Menu Maintenance dialog box. You can also add more valves to the valve list. For more information, see Menu Symbols (on page 28).

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Valve-Regular Socket Weld


CADWorxP&ID tab: Valves > Valve-Regular Socket Weld Valves toolbar: Regular Socket Weld Command line: ICONREGVALVESW Places a regular socket-welded valve symbol. This command displays the Valves Regular SW dialog box.

Valves Regular SW Dialog Box


Specifies a regular socket-welded valve type and displays a preview of the selected valve symbol. list - Displays the available regular socket-welded valve types. Select one of the following: Gate SW Ball SW Globe SW Plug SW Swing SW Check SW Needle SW Butterfly SW Pinch SW Quick SW Diaphragm SW Closed SW Gate SW (small) Ball SW (small) Globe SW (small) Plug SW (small) Swing SW (small) Check SW (small) Needle SW (small) Butterfly SW (small) Pinch SW (small) Quick SW (small) Diaphragm SW (small) Closed SW (small)

Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES REGULAR SW value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

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Valve-Regular Flanged
CADWorxP&ID tab: Valves > Valve-Regular Flanged Valves toolbar: Regular Flanged Command line: ICONREGVALVEF Places a regular flanged valve symbol. This command displays the Valves Regular Flg dialog box.

Valves Regular Flg Dialog Box


Specifies a regular flanged valve type and displays a preview of the selected valve symbol. list - Displays the available regular flanged valve types. Select one of the following: Gate Flg Ball Flg Globe Flg Plug Flg Swing Flg Check Flg Needle Flg Butterfly Flg Pinch Flg Quick Flg Diaphragm Flg Closed Flg Gate Flg (small) Ball Flg (small) Globe Flg (small) Plug Flg (small) Swing Flg (small) Check Flg (small) Needle Flg (small) Butterfly Flg (small) Pinch Flg (small) Quick Flg (small) Diaphragm Flg (small) Closed Flg (small)

Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES REGULAR FLG value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

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Valve-Control
CADWorxP&ID tab: Valves > Valve-Control Valves toolbar: Control P&ID menu: Valves > Control Command line: ICONCONVALVE Places a control valve symbol. This command displays the Valves Control dialog box.

Valves Control Dialog Box


Specifies a control valve type and displays a preview of the selected valve symbol. list - Displays the available control valve types. Select one of the following: Control - Gate Diaphragm Control - Ball Diaphragm Control - Butterfly Diaphragm Control - Pressure Tapped Control - Pressure Self Control - Pressure Self w/ Hand Control - Gate Rotary Motor Control - Ball Rotary Motor Control - Butterfly Rotary Motor Control - Gate Spring Opposed Self Control - Ball Spring Opposed Self Control - Angle Diaphragm Control - 3 Way Diaphragm Control - 4 Way Diaphragm Control - 3 Way Solenoid Control - 4 Way Solenoid Control - 3 Way Spring Opposed 3 Way Thermostatic

Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES CONTROL value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

Valve-Control Flanged
CADWorxP&ID tab: Valves > Valve-Control Flanged Valves toolbar: Control Flanged Command line: ICONCONVALVEF Places a flanged control valve symbol. This command displays the Valves Control Flg dialog box.

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Valves Panel Valves Control Flg Dialog Box


Specifies a flanged control valve type and displays a preview of the selected valve symbol. list - Displays the available flanged control valve types. Select one of the following: Control Flg - Gate Diaphragm Control Flg - Gate Spring Opposed Self Control Flg - Ball Diaphragm Control Flg - Ball Spring Opposed Self Control Flg - Butterfly Diaphragm Control Flg - Angle Diaphragm Control Flg - Pressure Tapped Control Flg - 3 Way Diaphragm Control Flg - Pressure Self Control Flg - 4 Way Diaphragm Control Flg - Pressure Self w/ Hand Control Flg - 3 Way Solenoid Control Flg - Gate Rotary Motor Control Flg - 4 Way Solenoid Control Flg - Ball Rotary Motor Control Flg - 3 Way Spring Opposed Control Flg - Butterfly Rotary Motor 3 Way Thermostatic Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES CONTROL FLG value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

Valve-Control Socket Weld


CADWorxP&ID tab: Valves > Valve-Control Socket Weld Valves toolbar: Control Socket Weld Command line: ICONCONVALVESW Places a socket-welded control valve symbol. This command displays the Valves Control SW dialog box.

Valves Control SW Dialog Box


Specifies a socket-welded control valve type and displays a preview of the selected valve symbol. list - Displays the available socket-welded control valve types. Select one of the following: Control SW - Gate Diaphragm Control SW - Gate Spring Opposed Self Control SW - Ball Diaphragm Control SW - Ball Spring Opposed Self Control SW - Butterfly Diaphragm Control SW - Angle Diaphragm Control SW - Pressure Tapped Control SW - 3 Way Diaphragm Control SW - Pressure Self Control SW - 4 Way Diaphragm Control SW - Pressure Self w/ Hand Control SW - 3 Way Solenoid Control SW - Gate Rotary Motor Control SW - 4 Way Solenoid Control SW - Ball Rotary Motor Control SW - 3 Way Spring Opposed Control SW - Butterfly Rotary Motor 3 Way Thermostatic Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES CONTROL SW value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

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Valve-Other
CADWorxP&ID tab: Valves > Valve-Other Valves toolbar: Other P&ID menu: Valves > Other Command line: ICONOTHERVALVE Places a miscellaneous valve symbol. This command displays the Valves Other dialog box.

Valves Other Dialog Box


Specifies a miscellaneous valve type and displays a preview of the selected valve symbol. list - Displays the available miscellaneous valve types. Select one of the following: Angle Angle w/ Handle Relief 3-Way 3-Way w/ Handle 3-Way w/ Quick 3-Way Relief 4-Way Dump Gauge Glass Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES OTHER value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

Valve-Other Flanged
CADWorxP&ID tab: Valves > Valve-Other Flanged Valves toolbar: Other Flanged Command line: ICONOTHERVALVEF Paces a miscellaneous flanged valve symbol. This command displays the Valves Other Flg dialog box.

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Valves Panel Valves Other Flg Dialog Box


Specifies a miscellaneous flanged valve type and displays a preview of the selected valve symbol. list - Displays the available regular valve types. Select one of the following: Angle Flg Angle Flg w/ Handle Relief Flg 3-Way Flg 3-Way Flg w/ Handle 3-Way Flg w/ Quick 3-Way Flg Relief 4-Way Flg Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES OTHER FLG value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

Valve-Other Socket Weld


CADWorxP&ID tab: Valves > Valve-Other Socket Welded Valves toolbar: Other Socket Welded Command line: ICONOTHERVALVESW Places a miscellaneous socket-welded valve symbol. This command displays the Valves Other SW dialog box.

Valves Other SW Dialog Box


Specifies a miscellaneous socket-welded valve type and displays a preview of the selected valve symbol. list - Displays the available miscellaneous socket-welded valve types. Select one of the following: Angle SW Angle SW w/ Handle Relief SW 3-Way SW 3-Way SW w/ Handle 3-Way SW w/ Quick 3-Way SW Relief 4-Way SW Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VALVES OTHER SW value of Sections in the Menu Maintenance dialog box. You can also add more valves. For more information, see Menu Symbols (on page 28).

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Flange
CADWorxP&ID tab: Valves > Flange Valves toolbar: Flange P&ID menu: Valves > Flange Command line: ICONFLANGE Places a flange symbol. This command displays the Flanges dialog box.

Flanges Dialog Box


Specifies a flange type and displays a preview of the selected flange symbol. list - Displays the available flange types. Select one of the following: Flange Spectacle Open Spectacle Closed Orifice Pair Orifice Pair w/ valves Orifice Pair w/ valves tapped Union Bleed Ring Bleed Ring w/ valve Paddle Spacer Basket Strainer Orifice Plate between Flanges Startup Strainer Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the FLANGES value of Sections in the Menu Maintenance dialog box. You can also add more flanges. For more information, see Menu Symbols (on page 28).

Reducing
CADWorxP&ID tab: Valves > Reducing Valves toolbar: Reducer P&ID menu: Valves > Reducing Command line: ICONREDUCER Paces a reducer symbol. This command displays the Reducers dialog box.

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Valves Panel Reducers Dialog Box


Specifies a reducer type and displays a preview of the selected reducer symbol. list - Displays the available reducer types. Select one of the following: Reducer - Concentric Reducer - Eccentric (flat down) Reducer - Eccentric (flat up) Swage - Concentric Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the REDUCERS value of Sections in the Menu Maintenance dialog box. You can also add more flanges. For more information, see Menu Symbols (on page 28).

Inline
CADWorxP&ID tab: Valves > Inline Valves toolbar: Inline P&ID menu: Valves > Inline Command line: ICONINLINE Places an in-line component symbol. This command displays the Inlines dialog box.

Inlines Dialog Box


Specifies an in-line component type and displays a preview of the selected component symbol. list - Displays the available in-line types. Select one of the following: Y Strainer w/ Valve Expansion Insulation Basket Strainer Magnetic Meter Flow Indicator Drawing Label Cleanout Tee Venturi w/ Taps Venturi Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the INLINES value of Sections in the Menu Maintenance dialog box. You can also add more in-line components. For more information, see Menu Symbols (on page 28).

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Sort
CADWorxP&ID tab: Valves > Sort Command line: PIDSORT Sorts valves according to their location on a specific process line. When process lines are linked in several drawing files, this command sorts valves based on the process line linking information in the database. This command displays the Valve Order Manager dialog box.

Valve Order Manager Dialog Box


Specifies the order of valves on a process line.

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Process Line TAG - Specifies a process line. Process line tags from all drawings in the project appear in the list. Select the needed value. The corresponding value in Process Line ID_Count List is also selected. Process Line ID_Count List - Specifies a process line ID count. ID counts from the all drawings in the project appear in the list. Select the needed value. The corresponding value in Process Line TAG is also selected. Database grid - Displays all values for the selected process line. Because the selected process line may connect several drawing files in the project, valves in different drawing files may display. Double click a row to open the drawing for the row. All valves on the selected process line are marked with the sequence number before sorting, and with the order number after sorting. From Right to Left - Specifies the sort order as right to left. When cleared, the sort order is left to right. From Bottom to Top - Specifies the sort order as bottom to top. When cleared, the sort order is top to bottom. Order by DWG and (X, Y) - Sorts valves by X coordinate and then by Y coordinate. Select From Right to Left if needed. The order number can also be changed manually. Order by DWG and (Y, X) - Sorts valves by Y coordinate and then by X coordinate. Select From Button to Top if needed. The order number can also be changed manually. Order by Number - Sorts the valves based on the values of the Number column of the database grid. The order number can also be changed manually. Select Process Line - Specifies one or more process lines in the currently-open drawing. Select the needed process lines. Update DWG - Updates drawings in the database with the values in the Order Number column. The database column CW_RES_03_ stores the coordinate information. Update All Valve Data - Updates the LINE_ID_1_ column of the valve table for each drawing in the project when a valve is on a process line by geometry intersection.

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Valves-Functions
CADWorxP&ID tab: Valves > Valves-Functions Valves toolbar: Functions Command line: ICONFUNCTION Places a valve function symbol. This command displays the Functions dialog box.

Functions Dialog Box


Specifies a valve mathematical function type and displays a preview of the selected function symbol. list - Displays the available function types. Select one of the following: Summing Averaging Difference Proportional (option 1) Proportional (option 2) Proportional (option 3) Integral Derivative Multiplying Dividing Root Extraction Exponential Nonlinear Time High Selecting Low Selecting High Limit Low Limit Reverse Proportional Velocity Limiter Bias (option 1) Bias (option 2) Bias (option 3) Convert Other

Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the FUNCTIONS value of Sections in the Menu Maintenance dialog box. You can also add more functions. For more information, see Menu Symbols (on page 28).

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Equip Panel
CADWorxP&ID tab: Equip Command Name Command Line

Vessels - Specifies and places a vessel, and displays a preview of ICONVESSEL the selected vessel. For more information, see Vessels (on page 97). Tanks - Specifies and places a tank, and displays a preview of the ICONTANK selected tank. For more information, see Tanks (on page 98). Pumps - Specifies and places a pump, and displays a preview of ICONPUMP the selected tank. For more information, see Pumps (on page 99). Exchangers - Specifies and places a heat exchanger, and displays a preview of the selected exchanger. For more information, see Exchangers (on page 99). ICONEXCHANGE

Links - Specifies and places a drawing link symbol, and displays a ICONLINK preview of the selected link. For more information, see Links (on page 100). Nozzles - Specifies and places a nozzle, and displays a preview of ICONNOZZLE the selected nozzle. For more information, see Nozzles (on page 101). Miscellaneous - Specifies and places a miscellaneous item, and ICONMISC displays a preview of the selected item. For more information, see Miscellaneous (on page 102). Components - Specifies and places a vessel component, and displays a preview of the selected component. For more information, see Components (on page 103). Match Identification - Identifies and matches vessel and mechanical equipment. For more information, see Match Identification (on page 103). ICONCOMPONENT

MATCHID

Vessels
CADWorxP&ID tab: Equip > Vessels Equipment toolbar: Vessels P&ID menu: Equipment > Vessels Command line: ICONVESSEL Places a vessel symbol. This command displays the Vessels dialog box.

Vessels Dialog Box


Specifies a vessel type and displays a preview of the selected vessel symbol.

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list - Displays the available vessel types. Select one of the following: Vertical Vessel Vertical Vessel w/ Skirt Vertical Vessel w/ Cone Vertical Vessel w/ Skirt & Cone Vertical Flat Bottom Vessel Horizontal Vessel Horizontal Vessel w/ Eccentric Section Each vessel type is available with the following heads:: Elliptical Hemispherical Dished Flat Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the VESSELS value of Sections in the Menu Maintenance dialog box and uses the Equipment tab of the Adding Item dialog box. You can also add more vessels. For more information, see Menu Symbols (on page 28) and Equipment Tab (Adding Item Dialog Box) (on page 37).

Tanks
CADWorxP&ID tab: Equip > Tanks Equipment toolbar: Tanks P&ID menu: Equipment > Tanks Command line: ICONTANK Places a tank symbol. This command displays the Tanks dialog box.

Tanks Dialog Box


Specifies a tank type and displays a preview of the selected tank symbol. list - Displays the available tank types. Select one of the following: Tank - Flat Roof Tank - Sloping Roof Tank - Floating Roof Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the TANKS value of Sections in the Menu Maintenance dialog box and uses the Equipment tab of the Adding Item dialog box. You can also add more tanks. For more information, see Menu Symbols (on page 28) and Equipment Tab (Adding Item Dialog Box) (on page 37).

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Pumps
CADWorxP&ID tab: Equip > Pumps Equipment toolbar: Pumps P&ID menu: Equipment > Pumps Command line: ICONPUMP Places a pump symbol. This command displays the Pumps dialog box.

Pumps Dialog Box


Specifies a pump type and displays a preview of the selected pump symbol. list - Displays the available pump types. Select one of the following: Pump Vert (Y axis) Pump Vert (X axis) Pump Horiz (Y axis) Pump Horiz (X axis) Pump Horiz (Rotated) Pump Centrifugal (Y axis) Pump Dual Pump Deep (Y axis) Pump Inline (Y axis) Pump Rotary Pump Vacuum Pump Turbine Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the PUMPS value of Sections in the Menu Maintenance dialog box and uses the Insert tab of the Adding Item dialog box. You can also add more pumps. For more information, see Menu Symbols (on page 28) and Insert Tab (Adding Item Dialog Box) (on page 34).

Exchangers
CADWorxP&ID tab: Equip > Exchangers Equipment toolbar: Exchangers P&ID menu: Equipment > Exchangers Command line: ICONEXCHANGE Places a heat exchanger symbol. This command displays the Exchangers dialog box.

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Equip Panel Exchangers Dialog Box


Specifies a heat exchanger type and displays a preview of the selected exchanger symbol. list - Displays the available exchanger types. Select one of the following: Exchanger - Double End Exchanger - Single End Exchanger - Double End Kettle Exchanger - Single End Kettle Exchanger - Super Exchanger - Process Flow Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the EXCHANGERS value of Sections in the Menu Maintenance dialog box and uses the Insert tab of the Adding Item dialog box. You can also add more exchangers. For more information, see Menu Symbols (on page 28) and Insert Tab (Adding Item Dialog Box) (on page 34).

Links
CADWorxP&ID tab: Equip > Links Equipment toolbar: Links P&ID menu: Equipment > Links Command line: ICONLINK Places a link symbol, such as a To or From arrow between drawings. The symbol is used to link process lines across drawings. Opens the Links dialog box.

Links Dialog Box


Specifies a link type and displays a preview of the selected link symbol. list - Displays the available link types. Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the LINKS value of Sections in the Menu Maintenance dialog box and uses the Link tab of the Adding Item dialog box. You can also add more links. For more information, see Menu Symbols (on page 28) and Link Tab (Adding Item Dialog Box) (on page 41). Several Link From and Link To arrow symbols are delivered. Links are edited using Edit and the Editing Drawing Links Dialog Box (on page 136).

What do you want to do?


Add a link symbol to an existing process line (on page 101) Combine a process line to an existing link symbol (on page 101)

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Equip Panel

Add a link symbol to an existing process line


1. Draw a process line using a command on the Process Lines panel. Draw the line from another process line or an equipment component to the edge of the drawing. Give the process line a value for Tag. 2. Click Links . 3. Place a To link at the end of the process line. 4. On another drawing, draw the same type of process line starting at the edge of the drawing. Give the process line the same value for Tag. 5. Click Links . 6. Place a From link at the beginning of the process line.

Combine a process line to an existing link symbol


Use this workflow if the link symbol is placed on the drawing before the process line is drawn. 1. Draw the process line using a command on the Process Lines panel. Draw the line from another process line or an equipment component to the edge of the drawing. Give the process line a value for Tag. 2. 3. 4. 5. Click Combine Lines . Select the process line. Select the link symbol. Right-click, or press ENTER. The process line and the link symbol are joined.

Nozzles
CADWorxP&ID tab: Equip > Nozzles Equipment toolbar: Nozzles P&ID menu: Equipment > Nozzles Command line: ICONNOZZLE Places a nozzle symbol. Nozzle symbols are automatically grouped with a vessel in close proximity. This command displays the Nozzles dialog box.

Nozzles Dialog Box


Specifies a nozzle type and displays a preview of the selected nozzle symbol. list - Displays the available nozzle types. Select one of the following: No flange Flange w/blind Flange w/o blind Single line w/blind Single line w/o blind Single line manway Double line manway Side Connection Manway

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Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the NOZZLES value of Sections in the Menu Maintenance dialog box and uses the Direction tab of the Adding Item dialog box. You can also add more nozzles. For more information, see Menu Symbols (on page 28) and Direction Tab (Adding Item Dialog Box) (on page 39).

Miscellaneous
CADWorxP&ID tab: Equip > Miscellaneous Equipment toolbar: Miscellaneous P&ID menu: Equipment > Miscellaneous Command line: ICONMISC Places a miscellaneous component symbol. This command displays the Miscellaneous dialog box.

Miscellaneous Dialog Box


Specifies a miscellaneous component type and displays a preview of the selected symbol. list - Displays the available miscellaneous types. Select one of the following: Border - Generic Tie-in Connection Dresser Coupling Spec Break Flexible Hose Cap Plug Electric Motor or Drive Axial Fan Agitator Drum Centrifugal Compressor Truck Railcar Conveyor Trap

Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the MISCELLANEOUS value of Sections in the Menu Maintenance dialog box and uses the Insert tab of the Adding Item dialog box. You can also add more miscellaneous items. For more information, see Menu Symbols (on page 28) and Insert Tab (Adding Item Dialog Box) (on page 34).

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Components
CADWorxP&ID tab: Equip > Components Equipment toolbar: Components P&ID menu: Equipment > Components Command line: ICONCOMPONENT Places a vessel component symbol. You can create a complete vessel with these components and use Make Group to combine them. For more information, see Make Group (on page 150). This command displays the Components dialog box.

Components Dialog Box


Specifies a vessel component type and displays a preview of the selected component symbol. list - Displays the available vessel component types. Select one of the following: Generic Cylinder Concentric Eccentric Skirt Hemispherical Head Elliptical Head Dished Head Preview - Display a graphic preview of the selected symbol. OK - Accepts the selected symbol and closes the dialog box. The symbol can then be placed in the drawing. Cancel - Cancels the operation. Each symbol is defined by the COMPONENTS value of Sections in the Menu Maintenance dialog box and uses the Component tab of the Adding Item dialog box. You can also add more components. For more information, see Menu Symbols (on page 28) and Component Tab (Adding Item Dialog Box) (on page 38).

Match Identification
CADWorxP&ID tab: Equip > Match Identification Command line: MATCHID Identifies and matches vessel and mechanical equipment. With match identification, the database has one entry representing a maximum of four symbols on all drawings within a project. This command is only used with a database. Opens the Match Equipment ID dialog box.

Match Equipment ID Dialog Box


Identifies vessel and mechanical equipment components available to match with the component selected on the drawing. ID Count - Displays the unique database identifier for the component. Tag - Displays the component tag.

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Drawing1 - Displays the name of the drawing file where the component appears. Drawing2 - Displays the name of a second drawing file where the component appears. Drawing3 - Displays the name of a third drawing file where the component appears. Drawing4 - Displays the name of a forth drawing file where the component appears. Match - Matches the component selected in the dialog box to the component selected on the drawing. Cancel - Cancels the operation.

Place the same identification on multiple symbols


1. Click Match Identification . 2. Select a vessel or mechanical equipment symbol on the drawing. The Match Equipment ID dialog box appears. All equipment in the project using the same symbol type appears in the list, each having a unique value for ID Count. 3. Select a piece of equipment from the list, and click Match. The Editing Component dialog box appears. 4. Edit values in the dialog box as needed. To see all drawings where the equipment symbol is used, click Other Drawings. 5. Click OK. The command message "Successfully matched identification" appears. If a piece of equipment has an existing match identification, the command message "This component has a matching identification" appears.

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Text Panel
CADWorxP&ID tab: Text Command Name Small - Places small-sized text on the drawing. For more information, see Small (Text) (on page 105) Medium - Places medium-sized text on the drawing. For more information, see Medium (Text) (on page 106). Large - Places large-sized text on the drawing. For more information, see Large (Text) (on page 106). Small - Places a small-sized arrow on the next vertex of the selected process line. For more information, see Small (Arrows) (on page 106). Command Line SMALLTEXT MEDIUMTEXT LARGETEXT SMALLARROW

Medium - Places a medium-sized arrow on the next vertex of the MEDIUMARROW selected process line. For more information, see Medium (Arrows) (on page 107). Larger - Places a large-sized arrow on the next vertex of the selected process line. For more information, see Large (Arrows) (on page 107). Text Correction - Modifies a text attribute of a block. For more information, see Text Correction (on page 107). Flip Symbol - Flips a symbol and its attributes. For more information, see Flip Symbol (on page 108). Change Att Layer - Moves all attribute text in the drawing to the text layer. For more information, see Change Att Layer (on page 109). LARGEARROW

TEXTCORRECT FLIPSYMBOL CHANGEATTLAYER

Small (Text)
CADWorxP&ID tab: Text > Small Text toolbar: Small P&ID menu: Text > Small Command line: SMALLTEXT Places small-sized text on the drawing. Text size is specified by the TextSmallSize variable on the Configuration File dialog box. For more information, see Configuration File Dialog Box (on page 20) and TextSmallSize (on page 27). Text contains no other data other than the text displayed on the drawing.

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Medium (Text)
CADWorxP&ID tab: Text > Medium Text toolbar: Medium P&ID menu: Text > Medium Command line: MEDIUMTEXT Places medium-sized text on the drawing. Text size is specified by the TextMediumSize variable on the Configuration File dialog box. For more information, see Configuration File Dialog Box (on page 20) and TextMediumSize (on page 27). Text contains no other data other than the text displayed on the drawing.

Large (Text)
CADWorxP&ID tab: Text > Large Text toolbar: Large P&ID menu: Text > Large Command line: LARGETEXT Places large-sized text on the drawing. Text size is specified by the TextLargeSize variable on the Configuration File dialog box. For more information, see Configuration File Dialog Box (on page 20) and TextLargeSize (on page 27). Text contains no other data other than the text displayed on the drawing.

Small (Arrows)
CADWorxP&ID tab: Text > Small Arrows toolbar: Small P&ID menu: Arrows > Small Command line: SMALLARROW Places a small-sized arrow on the next vertex of the selected process line. Arrow size is specified by the ArrowSmallSize variable on the Configuration File dialog box. For more information, see Configuration File Dialog Box (on page 20) and ArrowSmallSize (on page 21). An arrow contains no other data other than the graphic displayed on the drawing. If an arrow is not placed on a process line, you must select a rotation direction.

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Medium (Arrows)
CADWorxP&ID tab: Text > Medium Arrows toolbar: Medium P&ID menu: Arrows > Medium Command line: MEDIUMARROW Places a medium-sized arrow on the next vertex of the selected process line. Arrow size is specified by the ArrowMediumSize variable on the Configuration File dialog box. For more information, see Configuration File Dialog Box (on page 20) and ArrowMediumSize (on page 21). An arrow contains no other data other than the graphic displayed on the drawing. If an arrow is not placed on a process line, you must select a rotation direction.

Large (Arrows)
CADWorxP&ID tab: Text > Large Arrows toolbar: Large P&ID menu: Arrows > Large Command line: LARGEARROW Places a large-sized arrow on the next vertex of the selected process line. Arrow size is specified by the ArrowLargeSize variable on the Configuration File dialog box. For more information, see Configuration File Dialog Box (on page 20) and ArrowLargeSize (on page 21). An arrow contains no other data other than the graphic displayed on the drawing. If an arrow is not placed on a process line, you must select a rotation direction.

Text Correction
CADWorxP&ID tab: Text > Text Correction Misc toolbar: Text Correction Command line: TEXTCORRECT Modifies a text attribute of a block (symbol). This command is not used with text created with Small , Medium , and Large . Right-click or type in the command line to select one of the following options: Multiple - Allows selection of all attributes of a block for modification. You must then right-click or type in the command line to select another option (Height, MOve, Flip, Rotate, or Layer). Height - Modifies the text height of an attribute. Move - Moves an attribute.

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Flip - Flips an attribute. Flipping attributes is required after a block has been mirrored. When blocks are mirrored with Flip Symbol , the attributes are also mirrored. Flip returns the attributes back to their original orientation. For more information, see Flip Symbol (on page 108). When creating blocks, use the Centered alignment point for attributes. Attributes then flip around the center alignment, leaving the attribute in the same location. When left or right alignment is used, the attribute shifts to the right or left when flipping. Rotate - Rotates an attribute within the block. Pick two points to establish the angle, or enter a value. Layer - Changes the layer of an attribute.

What do you want to do?


Change a text attribute (on page 108) Change multiple text attributes (on page 108)

Change a text attribute


1. 2. 3. 4. Click Text Correction . Right-click and select the needed modification option. Select an attribute on a block. Type the needed command on the command line to modify the attribute. The selected attribute is modified.

Change multiple text attributes


1. 2. 3. 4. 5. Click Text Correction . Right-click and select Multiple. Right-click and select the needed modification option. Select an attribute on a block. Type the needed command on the command line to modify the attribute. All attributes of the block are modified.

Flip Symbol
CADWorxP&ID tab: Text > Flip Symbol Misc toolbar: Flip Symbol Command line: FLIPSYMBOL Flips a symbol and its attributes along the X or Y axis and about the insertion point. Use the Flip option of Text Correction to flip attributes back to their original state. For more information, see Text Correction (on page 107).

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Change Att Layer


CADWorxP&ID tab: Text > Change Att Layer Command line: CHANGEATTLAYER Moves all attribute text in the drawing to the text layer. This command is useful when the database is changed outside the drawing and Synchronize moves attributes to the System layer. For more information, see Synchronize (on page 141).

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Size_Spec Panel
CADWorxP&ID tab: Size_Spec Panel Command Name Size Set - Specifies main and reduction sizes. For more information, see Size Set (on page 111). Spec Set - Specifies a drawing specification. For more information, see Spec Set (on page 112). Command Line SIZEDLG SPECDLG

Main Assign - Assigns the main size to the selected components. MAINASSIGN For more information, see Main Assign (on page 113). Reduction Assign - Assigns the reduction size to the selected components. For more information, see Reduction Assign (on page 113). REDASSIGN

Types Assign - Assigns a component type to one or more existing TYPEASSIGN components. For information, see Type Assign (on page 114). Spec Assign - Assigns the specification to an existing component. SPECASSIGN For information, see Spec Assign (on page 115). Editor - Modifies the delivered specifications, and creates new specifications. For information, see Editor. Optional Items - Places a component on the drawing when the component type in the specification has an optional component. For more information, see Optional Items. Current Settings - Displays the current drawing settings. For more information, see Current Settings (on page 125). SPECEDIT SPECOPTION

CURRENT

Size Set
CADWorxP&ID tab: Size_Spec > Size Set CADWorxP&ID tab: Setup > Setup Size / Spec toolbar: Size Set Setting toolbar: Size P&ID menu: Accessory > Size > Set Command line: SIZEDLG, MAIN, or RED Specifies main and reduction sizes. This command displays the Sizes dialog box. Main - Sets the selected row as the main size. Reduction - Sets the selected row as the reduction size. This option is not available until Main is set. Clear - Removes the selected main and reduction sizes and closes the dialog box. > Size

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OK - Accepts the selected main and reduction sizes and closes the dialog box. Cancel - Cancels the operation. The list of available sizes is controlled by [Product Folder]\<SubProduct>\System\SetSize.Tbl (English/inches), SetSizeA.tbl (Metric/inches), and SetSizeM.tbl (Metric/mm).

Select main and reduction sizes


1. In the Sizes dialog box, select a row for the main size. 2. Click Main. M appears to the left of the selected size. You can also double-click the row to set the main size. 3. Select a row for the reduction size. 4. Click Reduction. R appears to the left of the selected size.

You can also double-click the row to set the reduction size.

Spec Set
CADWorxP&ID tab: Size_Spec > Spec Set CADWorxP&ID tab: Setup > Setup Size / Spec toolbar: Spec Set Setting toolbar: Specification P&ID menu: Accessory > Specification > Set Command line: SPECDLG Specifies a .spc or .prj drawing specification file. Selecting a .prj file displays the Specification to use dialog box. For more information, see Specification to use (Current) Dialog Box (on page 113). > Specification

Share Piping Specifications


You can use the pipe specifications from CADWorx Plant in P&ID. Click Edit Config File in the CADWorx P&ID Setup dialog box and change the value of SpecificationDirectory to match the directory used in CADWorx Plant. For more information, see Configuration File Dialog Box (on page 20).

Create Specification-Driven Drawings


You can also change the value of SpecControl in the configuration File dialog box to create specification-driven P&ID drawings. Information from the specifications are then automatically created as P&ID symbols are drawn.

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Administrators can require the use of specifications while drawing P&IDs by changing the value of SpecControl to 1. You must then set a specification before drawing a P&ID symbol. Administrators can also enforce size limitations listed in the spec by changing the value of SpecSizeOverride to 0. For more information, see Create Specification-Driven Drawings (on page 17). The software is supplied with many standard template specifications. You can modify, rename, or create new specifications. For more information, see Editor. CADWorx P&ID specifications are delivered to the [Product Folder]\P&ID\Spec folder. CADWorx Plant also provides specifications delivered to the [Product Folder]\Plant\Spec folder. If P&ID and Plant are used together, you should select specifications from a single directory. For more information, see Configuration File Dialog Box (on page 20) and SpecificationDirectory (on page 26).

Specification to use (Current) Dialog Box


Specification - Lists the specifications available for use in the currently- selected specification. Unit system - Specifies the unit of measure for each specification in the Specification list. OK - Accepts the selected specification for use in the model. Cancel - Cancels the Specification to use (Current) dialog box. Help - Displays the online help. Select a specification from the Specification list, and then click OK. To change any of the specifications listed, you must open the .prj file that you have selected in the CADWorx Specification Editor.

Main Assign
CADWorxP&ID tab: Size_Spec > Main Assign Size / Spec toolbar: Main Assign P&ID menu: Accessory > Size > Main Assign Command line: MAINASSIGN Assigns the main size, set using Size Set , to the selected components. This is useful when components are placed on a new drawing before a size is set. When components already have a size, Main Assign can reassign them to a new main size.

Assign a main size


1. Click Main Assign . 2. Select one or more components. 3. Right-click, or press ENTER. Components are changed to the defined main size.

Reduction Assign
CADWorxP&ID tab: Size_Spec > Reduction Assign Size / Spec toolbar: Reduction Assign

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P&ID menu: Accessory > Size > Reduction Assign Command line: REDASSIGN Assigns the reduction size, set using Size Set , to the selected components. This is useful when components are placed on a new drawing before a size is set. When components already have a size, Reduction Assign can reassign them to a new reduction size.

Assign a reduction size


1. Click Reduction Assign . 2. Select one or more components. 3. Right-click, or press ENTER. Components are changed to the defined reduction size.

Type Assign
CADWorxP&ID tab: Size_Spec > Type Assign Size / Spec toolbar: Type Assign P&ID menu: Accessory > Specification > Type Assign Command line: TYPEASSIGN Assigns a component type to one or more existing components. This component type is used to create specification-driven P&ID drawings. This command displays the Please select component type dialog box.

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If the drawing is part of a project and the SpecControl (on page 26) variable is used, Type Assign checks the specification of the type and copies all requested data from the specification to the database.

Assign a component type


1. Click Type Assign . 2. Select one or more components. 3. Right-click, or press ENTER. The Please select component type dialog box appears. 4. Select the needed component type. 5. Click OK. One of the following messages appears in the command line: "Updated n object(s) in drawing" or "Updated n row(s) in external database."

Spec Assign
CADWorxP&ID tab: Size_Spec > Spec Assign Size / Spec toolbar: Spec Assign P&ID menu: Accessory > Specification > Assign Command line: SPECASSIGN Assigns the specification, set using Spec Set , to an existing component. This is useful when components are placed on a new drawing before a specification is set. When components already have a specification, Spec Assign can reassign them to a new one.

Assign a specification
1. Click Spec Assign . 2. Select one or more components. 3. Right-click, or press ENTER. Components are changed to the defined specification.

Editor
CADWorx Plant I tab: Setup Size/Spec > Editor CADWorxP&ID tab: Size_Spec > Editor Size / Spec toolbar: Editor P&ID menu: Accessory > Specification > Editor Command line: SPECEDIT Modifies the delivered specifications and creates new specifications. After a specification is selected, this command opens the Spec Editor.

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Info - Defines general specification information, such as materials. For more information, see Spec Information Edit Dialog Box (on page 119). Components - Displays component categories in the specification. For a selected component category, displays the individual components with values for size range ( Start and End) and Description in the right list. Search Spec The following options open the Find and Replace dialog box. Find - Searches for a text string in Description. Search values are case-sensitive. Find Next - Finds the next occurrence of the value defined in Find. Replace - Searches for a text string in Description and replaces all occurrences with a new text string. A message box displays the number of replacements made. Modify Spec Move Up - Moves the selected component up the right list. Move Down - Moves the selected component down the right list. Add - In the right list, adds a component to the selected Component category. Opens the Add Component dialog box, which displays the applicable components for the selected component category. After selecting a component, you must specify parameter values for the component. For more information, see Edit Component Dialog Box (on page 120). Double-click a value in Component to open the Optional component dialog box. For more information, see Optional Component Dialog Box.

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Delete - Deletes the selected component in the right list. Edit - Modifies the parameters for the selected component in the right list. For more information, see Edit Component Dialog Box (on page 120). Copy - Copies the selected component in the right list to a new component in the same category. This is useful when creating new components that are similar to an existing component. Save - Saves modifications to the current specification file. Save As - Saves modifications to a new specification file. Export - Exports the current specification file to a text or Excel file. An exported specification cannot be imported back into the software. OK - Saves modifications to the current specification file, and closes the dialog box. Cancel - Cancels the operation without saving modifications, and closes the dialog box. Editor can also be used as standalone software and can be copied to any computer. It does not require a hardware lock (ESL) or a license manager. SpecEdit.exe is located in the [Program Folder]\P&ID\Spec folder. A .spc specification file is a rigidly formatted text file. If you modify the file with a text editor such as Notepad, do not change the structure of the file. Components using an improperly formatted specification file cannot be placed on a drawing.

What do you want to do?


Add a new component to a specification (on page 117) Add an existing component to a specification (on page 118)

Add a new component to a specification


1. Click Editor . The Specification File to Open dialog box appears. 2. Select the needed specification file, and then click Open. Spec Editor opens, displaying data for the selected specification. 3. Select the needed component category from Components. 4. Click Add. The Add Component dialog box appears, displaying the component types applicable for the component category. 5. Select the needed component type, and then click OK. The Edit Component dialog box appears. 6. Click Template. The Create New Component Data File dialog box appears. 7. Click Select Directory, select a folder for the new data component data file, and click OK. 8. In Data File Name, type a name for the component data file. 9. Click OK.

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The new component data file opens in Notepad, as shown in this example:

10. Type the needed component sizes in the file. 11. Click File > Save and then File > Exit to close Notepad. 12. In the Edit Component dialog box, click on OK. The new component type and sizes are added to the specification.

Add an existing component to a specification


1. Click Editor . The Specification File to Open dialog box appears. 2. Select the needed specification file, and then click Open. Spec Editor opens, displaying data for the selected specification. 3. Select the needed component category from Components. 4. Click Add. The Add Component dialog box appears, displaying the component types applicable for the component category. 5. Select the needed component type, and then click OK. The Edit Component dialog box appears. 6. Click Select. The Select Data File dialog box appears. 7. Select the needed component data file and click Select. 8. In the Edit Component dialog box, click on OK. The component is added to the specification.

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Spec Information Edit Dialog Box


Defines general specification information. Weight Factor - Adds margins to component weights to account for factors such as paint and weld material. For example, a value of 1.03 can be used when paint is applied to the component. Measure-Bore - Specifies the length (measure) and nominal pipe size (bore) measurement standards used by the specification. Select Imperial-Inch, Metric-Inch, or Metric-Metric. Imperial and Inch standards are in inches. Metric standards are in millimeters. Library sub directory - Defines the library folder that the specification uses. This folder can be anywhere on the network. The delivered libraries are LIB_I, LIB_M, and LIG_MM in [Product Folder]\Plant. Nominal rating, Temperature, Pressure, and Flange face - Specifies values used as reference when populating information in the symbol. This value is used in CADWorx P&ID with the SpecControl (on page 26) startup variable. Piping material, Forging material, Fitting material, Gasket material, Stud material, and Bolt material - Specifies the materials used when transferring information to CAESAR II. This value is used in CADWorx Plant. Database codes - Specifies a user-defined database code file. Used with the DataBaseCodes (on page 23) startup variable. For more information, see Edit Component Dialog Box (on page 120). Color - Specifies the default color for the specification. Select Color opens the AutoCAD Select Color dialog box. Color is only available when running Editor within AutoCAD.

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Edit Component Dialog Box


Defines component parameters. A component must be associated with a CADWorx data file only when using CADWorx Plant. A component does not require a data file when using CADWorx P&ID. Plant and P&ID use the same specifications.

Type - Displays the type of component. Data file - Displays the selected .spc specification file. Select - Selects the .spc specification data file. The selected file must be appropriate for the component type. To check a selected specification file, create a new file using Template and compare the formatting of the files. Open - Opens the selected .spc specification file. The data file opens with the associated text editor. Open is not available when adding a new component.

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Template - Builds a new component data file. The software uses the appropriate template for the selected component type. This option displays the Create New Component Data File dialog box, where you select the folder and file name. The new data file is opened in the associated text editor and contains the formatting and sample data required for the component type. Template is inactive when editing an existing component. Data File Update Path Only - Uses the selected specification file but not the description within the file. When selected, the software used the values of Short description and Long description and automatically places the start and ending sizes based on the contents of the file. This option is not available when adding a new component. Top Works - Display the selected .top data file for valve top works. Select - Selects the .top data file for valve top works. The file must be located in the folder set by the TopWorksDirectory startup variable in CADWorx Plant. Sample data files are located in [Product Folder]\Plant\TopWorks. A .top file contains parametric data to draw the top works for a valve (such as gear, level. gate, or globe). Each type of top works also has a .dwg file that shows how the parameters are used to draw the top works shape. For custom .dwg top works, a drawing file is created for each size. Open - Opens the selected .top file. The data file opens with the associated text editor. When a top works data file is set for a valve, you must orient the top works when the valve is inserted into the model. The top works (spindle) direction selected during the valve insertion is also set into ISOGEN data. The top works is only drawn when working in 3D drawing mode. You can use the command TOPWORKSADD to add top works to a valve already drawn in the model. Use TOPWORKSCHANGE to change the orientation of or delete top works already associated with a valve. Details Optional component - Defines the component as optional in the specification. For more information, see Optional Items. Size Selection - Defines a reducer by the main size when the component is drawn. For example, a 10 in, x 2 in. reducer uses the specification description of the 10 in. component. When this option is cleared, the specification description of the 2in. component is used. This option is only available for reducing components. Start size - Specifies the beginning size of a component. For example, if the range of sizes is 1/2 in. to 1-1/2, in., type 0.5. Enter values as the nominal size, not the actual size. End size - Specifies the ending size of a component. For example, if the range of sizes is 1/2 in. to 1-1/2, in., type 1.5. Enter values as the nominal size, not the actual size. When the component is placed on a drawing, and the size is outside of the size range, the Optional component dialog box appears. For more information, see Optional Items. Tag - Specifies an optional tag description for the component. Short description - Specifies the abbreviated description for the component. This description is used by Component in CADWorx Plant. Long description - Describes the component. This description is used in the bill of materials schedule and Component in CADWorx Plant. Sort sequence - Locates a component item in the bill of material schedule. Type the needed value. Type 0 to place the item first in the schedule. Type 999 to place the item last. If the same sort numbers are used for different components, they are placed in alphabetical order. Index code - Specifies the index, or pointer, for generation of database codes placed within components. Type a value, or click Edit Codes to select a value. Index code values are found in the file defined by the DataBaseCodes (on page 23) startup variable.

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Edit Codes - Edits index code values. For more information, see Database Codes Editor Dialog Box (on page 122). Notes - Specifies notes for components. Type a value, or click Edit Notes to select a value. Edit Notes - Edits component notes. For more information, see Edit Specification Notes Dialog Box (on page 123). BOM Item Type - Specifies the type of bill of material item. Select Fabrication, Erection, Offshore, or Misc. ISOGEN Symbol Information Identifier - Specifies the identifier used by ISOGEN for an isometric drawing. For more information, see SKEY Information in the CADWorx Plant User's Guide. Overwrite - Overwrites the default value of ISOGEN Identifier used by CADWorx and uses the value specified in Identifier. Skey - Specifies the SKEY used by ISOGEN for an isometric drawing. For more information, see SKEY Information in the CADWorx Plant User's Guide. Overwrite - Overwrites the default value of ISOGEN SKEY used by CADWorx and uses the value specified in Skey. CADWorx P&ID does not process ISOGEN keywords.

Database Codes Editor Dialog Box


Edits the index, or pointer, for generation of database codes placed within components. Index code values are found in the file defined by the DataBaseCodes (on page 23) startup variable.

Index and Description - Displays values in the database codes file.

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Edit Index and Description - Specifies the values for Index and Description for the database code selected in the left list. Update - Updates the selected database code with the values of Edit Index and Description. Add - Adds a new index code. The values for Index and Description can be changed. Delete - Deletes the selected index code. Main Size, Red Size, and Code - Displays the allowed item main sizes, reduction sizes, and codes for the selected index code. Edit Sizes and Codes - Specifies the values for Main Size, Red Size, and Code for the selected item size selected in the right list. Add - Adds a new item size. The values for Main Size, Red Size, and Code can be changed. Delete - Deletes the selected new item size. Update - Updates the selected item with the values of Edit Sizes and Codes. Sizes should be set within allowable ranges. For more information, see Size Set (on page 111). Separate database code files are not required when creating index, size and code combinations. Different specifications can use index codes in the same file. For example, a carbon steel 150-pound flange might have the same order number or database code across several specifications.

Edit Specification Notes Dialog Box


Specifies notes for a component. Note Number: Description - Displays all the notes for the component. Notes Number - Specifies the note number for the selected note. Description - Specifies the description for the selected note. Update - Updates the selected note with the values of Number and Description. Add - Adds a new note. The values for Number and Description can be changed. Delete - Deletes the selected note. Multiple notes can be added to a single component. When the component is associated with a symbol in CADWorx P&ID, the notes are separated by semicolons. Component notes can also be added using Column Setup in the Database Table Setup dialog box. For more information, see Table Setup (on page 43).

Optional Items
CADWorxP&ID tab: Size_Spec > Optional Items Size / Spec toolbar: Optional Items P&ID menu: Accessory > Specification > Optional Items Command line: SPECOPTION Places a component on the drawing when the component type in the specification has an optional component (such as when a 300 lb. orifice flange is in the 150 lb. specification). Click the command to toggle between two methods:

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1. The command line message is: All components will be dialoged... When a component type is selected, all components of that component type appear in the Optional component dialog box. For more information, see Optional Component Dialog Box. 2. The command line message is: Specification dialog turned off... When a component type is selected, the default component is selected for placement on the drawing. The Optional component dialog box does not appear unless the component size is out of the specification range or the component is not allowed by the specification. You can then select a component in the range. For more information, see Optional Component Dialog Box.

Optional Component Dialog Box


Specifies components for placement. Status, start size, end size, tag, long description, and short description are displayed for each component. OK - Places the selected component on the drawing. Default - Changes the selected component to the default component.

Using SpecSizeOverride
When the SpecSizeOverride variable is off, sizes are restricted to the specification range. If the selected size is not within the range, OK and Default are not available. If SpecSizeOverride is on, the dialog box appears if the component size is not in the range. You can then select the needed component even when it is out of range. The following table summarizes the dialog box behavior.
Component in specification? Size in specification? Dialog box appears? SpecSizeOverride variable status Dialog box behavior Normal operation. Error message. Error message, but you can override. Dialog box shows all components including optional components, but does not allow override. Dialog box shows all components but OK is not available for components not in size range. Dialog box shows all components and allows override. Error message.

Yes Yes Yes Yes

Yes No No Yes

No No No Yes

Off = 0 Off = 0 On = 1 Off = 0

Yes

No

Yes

Off = 0

Yes

No

Yes

On = 1

No

n/a

No

Off = 0

Move Up and Move Down in Editor allow you to reorder components. This is useful when working with a large number of optional components in Optional Items . The order that the components are listed in the specification file is the order that the components appear in the Optional component dialog box. For more information, see Editor.

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Current Settings
CADWorxP&ID tab: Size_Spec > Current Settings Size / Spec toolbar: Current Settings P&ID menu: Accessory > Utility > Settings Command line: CURRENT Displays the current drawing settings for main and reduction size, text size, arrow size, line thickness, specifications, database, annotations, numbering, and tags. This command displays the Current Settings dialog box.

Most of these settings are changed using Setup page 15).

. For more information, see Setup (on

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SECTION 10

Modify Panel
CADWorxP&ID tab: Modify Command Name Command Line

Edit - Modifies an existing component on the drawing. For CEDIT more information, see Edit (on page 128). Multiple Edit - Modifies multiple components. For more information, see Multiple Edit (on page 139). Audit - Performs maintenance functions. For more information, see Audit (on page 141). PIDMEDIT DBAUDIT

Synchronize - Checks all components in the drawing and SYNC updates their attributes to the current values in the database. For more information, see Synchronize (on page 141). Rename Drawing - Renames the current drawing. For more information, see Rename Drawing (on page 142). Delete Drawing - Deletes a drawing from the project. For more information, see Delete Drawing (on page 142). Check In / Out Manager - Checks in drawings from a source project folder to a destination project folder. For more information, see Check In / Check Out Manager (on page 143). Title Block Manager - Updates the title blocks of drawing files in the project. For more information, see Title Block Manager (on page 144). RENAMEDWG DELETEDWG PIDCHECKINOUT

PIDTITLEBLOCKMANAGER

Block Manager - Changes the block or layer name of a PIDUPDATEDBDWG component. For more information, see Block Manager (on page 145).

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Edit
CADWorxP&ID tab: Modify > Edit Modify toolbar: Edit Setting toolbar: Component Edit P&ID menu: Utility > Edit Command line: CEDIT Modifies the properties of an existing component on the drawing. Every component block (symbol) placed on the drawing can be edited with this command. Changes to a component are made to the appropriate database table, and attributes within the block are updated to match the database table column name. This command displays a dialog box that is dependent on the type of the selected component. Editing Line Component Dialog Box (on page 129) Editing Instrument Component Dialog Box (on page 132) Editing Valve Component Dialog Box (on page 133) Editing Vessel Component Dialog Box (on page 134) Editing Mechanical Component Dialog Box (on page 135) Editing Drawing Links Dialog Box (on page 136) Editing Nozzle Component Dialog Box (on page 136) Editing Reducer Dialog Box (on page 137) Editing Misc Component Dialog Box (on page 138) You can also double-click a symbol to open the needed dialog box. For some components, you can override automatic naming and manually add a name. If Edit cannot find a row in the database for the selected symbol, click Audit the database. to correct

Modify a component
1. Click Edit . 2. In the drawing, select any graphic or text element of a component symbol. The Editing <component type> Component dialog box appears. 3. Modify properties as needed. 4. Click OK.

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Editing Line Component Dialog Box


Specifies properties for a process line.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Size - Specifies the size of the process line. Type an alphanumeric value. Spec - Defines a specification name. Type an alphanumeric value. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. Manual Update Tag - Overrides the automatic tag naming in the software. You can then type a tag name. You can also click to select a tag using the View Line Numbers dialog box. For more information, see View Line Numbers (on page 63). Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132). Process Data - Specifies the components connected to the process line. For more information, see Process Data Dialog Box (on page 130).

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Process Data Dialog Box


Specifies the components connected to the process line and the process direction. There are several ways that the process direction and connected components are defined by the software: During initial creation of the process line. Using Combine Lines . Using Update Process . Values in the Process Data dialog box are updated automatically by these commands. For more information, see Process Lines Panel (on page 55), Combine Lines (on page 59), and Update Process (on page 62),

Process From - Displays the vessel or mechanical equipment starting location of the complete process. The complete process can include multiple process lines and equipment. Process To - Displays the vessel or mechanical equipment ending location of the complete process. Actual From - Displays the vessel or mechanical equipment starting location of the process line. For a process with multiple process lines, this value can be different from Process From. Actual To - Displays the vessel or mechanical equipment ending location of the process line. For a process with multiple process lines, this value can be different from Process To. Manual Update - Allows you to override the automatic process assignment of the software. Select to edit the values of Process From, Process To, Actual From, and Actual To. For each value, you can click to select a vessel or mechanical equipment component. Process direction only affects process lines (type 301).

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Documentation Dialog Box


Specifies files to associate with the component. You can attach any type of file to a component.

Document Opens With - Displays the name of the external application that is required to open the selected file. For example, a .doc requires Microsoft Word. The full path of the application is displayed. When you open the file, CADWorx uses the specified application. Open - Opens the selected file using the external application displayed in Document Opens With. You can also double click the file. Add Document - Defines a file to associate with the component. This command opens a standard Windows file selection dialog box. When a file is added, the software automatically checks Windows for the default application associated with the file type and adds it to Document Opens With, or prompts you to select the application if it cannot find one. Delete Document - Deletes the selected document. Additional Data - Specifies parameters for the selected file. This command opens the Additional Data: <file name> dialog box. Parameters are defined in the Document table in the P&ID database. The default parameters are Document Type, Date Submitted, Date Approved, Created By, and Approved By.

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Additional Data Dialog Box


Specifies additional parameters for the component. The parameters displayed are defined using Table Setup when a project is created. The parameters reflect the values in the Column Setup list for the component type selected in the Table Setup list. For more information, see Table Setup (on page 43). Next - Advances the dialog box to the next page of parameters. This option is unavailable if there are no additional pages. Previous - Returns the dialog box to the previous page of parameters. This option is unavailable if the dialog box is on the first page.

Editing Instrument Component Dialog Box


Specifies properties for an instrument component symbol.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Function - Specifies the function type of the instrument component. Type an alphanumeric value. A FUNCTION attribute on the block symbol name is automatically updated with this value. Loop - Specifies the loop number. Type an alphanumeric value. A LOOP attribute on the block symbol name is automatically updated with this value. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. Manual Update Loop - Overrides the automatic loop naming in the software. You can then type a name. Display Attributes - Displays the values of Function and Tag on the drawing with the symbol. If this option is cleared, the values are not shown on the drawing. Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132). Embedded - Specifies instruments attached to the instrument component. For more information, see Embedded Instruments Dialog Box (on page 133).

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Embedded Instruments Dialog Box


Specifies instruments attached to the instrument component. An embedded instrument does not have a symbol in the drawing but does have an entry in the database, including all fields of the host instrument. An embedded instrument appears in the list with the next sequential code value for Database ID. Add - Adds a new embedded instrument. Edit - Specifies properties for the selected embedded instrument. This command displays the Editing Embedded Instrument Component dialog box. Properties are similar to those in Editing Instrument Component Dialog Box (on page 132). Delete - Deletes the selected embedded instrument. Embedded instruments are handled with their parent instruments when AutoCAD commands such as COPY or ERASE are used on the parent instrument.

Editing Valve Component Dialog Box


Specifies properties for a valve component symbol.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Size - Displays the size of the process line. This value is inherited from the process line. Spec - Displays the specification name of the process line. This value is inherited from the process line. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. This is applicable when CheckDuplicateValveTag (on page 22) is used. Manual Update Size/Spec - Overrides inheritance of Size and Spec values from the process line. You can then type different values. Display Attributes - Displays the values of Size and Tag on the drawing with the symbol. If this option is cleared, the values are not shown on the drawing. Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132).

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Editing Vessel Component Dialog Box


Specifies properties for a vessel, tank, or exchanger component symbol.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Length - Specifies the length of the vessel. Type an alphanumeric value. A LENGTH attribute on the block symbol name is automatically updated with this value. OD - Specifies the outside diameter of the vessel. An OD attribute on the block symbol name is automatically updated with this value. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. Display Attributes - Displays the values of Length, OD, and Tag on the drawing with the symbol. If this option is cleared, the values are not shown on the drawing.. Underline Tag - Underlines the Tag value in the drawing (using the AutoCAD %%U method). Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132). Nozzle Data - Specifies nozzles attached to (that is, grouped to) the vessel. For more information, see Attached Nozzles Dialog Box (on page 134). Attributes are not part of a vessel group created using Make Group , but groups can have blocks that contain attributes. These groups normally consist of plines that form the graphics and individual blocks. One block is used for the label at the top of the drawing and the other is the vessel tag. When Vessels incorporates these components into the drawing, they are all grouped. For more information, see Vessels (on page 97) and Make Group (on page 150).

Attached Nozzles Dialog Box


Specifies nozzles attached to (that is, grouped to) the vessel. An attached nozzle appears in the list with a code value for Database ID. Edit - Specifies properties for the selected nozzle. For more information, see Editing Nozzle Component Dialog Box (on page 136).

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Editing Mechanical Component Dialog Box


Specifies properties for a mechanical component symbol, such as a pump.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Size - Specifies the size of the component. Type an alphanumeric value. The value can have spaces and characters, such as 6 x 4. Spec - Defines a specification name. Type an alphanumeric value. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. Display Attributes - Displays the value of Tag on the drawing with the symbol. If this option is cleared, the value is not shown on the drawing. Underline Tag - Underlines the Tag value in the drawing (using the AutoCAD %%U method). Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132).

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Editing Drawing Links Dialog Box


Specifies properties for drawing link symbols, such as To and From arrows, for a process line that extends across drawings. A link symbol must be combined with a process line before it can be edited. Drawing From - Displays the name of the predecessor drawing for the process line attached to the link symbol. Used when a process line enters a drawing. Drawing To - Displays the name of the successor drawing for the process line attached to the link symbol. Used when a process line exits a drawing. Drawing From and Drawing To determine process flow direction. Tag - Displays the tag name of the process line attached to the link symbol. Make Link - Links the opposing link symbol to the current link symbol. Select a drawing containing the opposing link symbol. The current symbol and the opposing link symbol must share the same process line tag. For example, if the current symbol is a To symbol for process line A, the opposing symbol must be a From symbol for process line A and must be on a different drawing. Remove Link - Deletes an existing link. View Line Numbers - Displays drawings and their line numbers in the View Line Numbers dialog box. For more information, see View Line Numbers (on page 63).

Editing Nozzle Component Dialog Box


Specifies properties for a nozzle component symbol.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Size - Specifies the size of the nozzle. Type an alphanumeric value. Spec - Defines a specification name. Type an alphanumeric value. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. Display Attributes - Displays the values of Size and Tag on the drawing with the symbol. If this option is cleared, the values are not shown on the drawing.

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Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132).

Editing Reducer Dialog Box


Specifies properties for a nozzle component symbol.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Size - Specifies the size of the reducer. Type an alphanumeric value. Spec - Defines a specification name. Type an alphanumeric value. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. Display Attributes - Displays the values of Size and Tag on the drawing with the symbol. If this option is cleared, the values are not shown on the drawing. Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132).

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Editing Misc Component Dialog Box


Specifies properties for a miscellaneous component symbol, such as a tie-in connection, flexible hose, fan, or conveyor.

(Database ID code) - Displays, in the dialog box title bar, a unique identifier for the component. This code can be used to find the component in the database tables. Each drawing in a project has a different numbered series. For example, drawing 1 uses the 100000 numbered series and drawing 2 uses 200000. Size - Specifies the size of the component. Type an alphanumeric value. The value can have spaces and characters, such as 6 x 4. Spec - Defines a specification name. Type an alphanumeric value. Tag - Specifies the component tag. Type an alphanumeric value. Multiple components in the database can have the same tag, but if a tag duplicates the tag of another object, a warning message appears. Display Attributes - Displays the value of Tag on the drawing with the symbol. If this option is cleared, the value is not shown on the drawing. Underline Tag - Underlines the Tag value in the drawing (using the AutoCAD %%U method). Documentation - Specifies files to associate with the component. For more information, see Documentation Dialog Box (on page 131). Additional Data - Specifies additional data for the component. For more information, see Additional Data Dialog Box (on page 132).

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Multiple Edit
CADWorxP&ID tab: Modify > Multiple Edit Modify toolbar: Multiple Edit P&ID menu: Accessory > Database > Multiple Edit Command line: PIDMEDIT Modifies multiple components in the following ways: Multiple Edit - Modifies individual attributes for multiple components.

Global Edit - Modifies common attributes for multiple components.

Process Line Tag - Specifies one or more process line tags. CTRL-click to select two or more tags. Database IDs for related components are also selected in Process Line ID Count.

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Process Line ID Count - Specifies one or more component database IDs. CTRL-click to select two or more IDs. Related process lines are also selected in Process Line Tag. Components Category - Specifies one or more component categories. CTRL-click to select two or more categories. Only categories related to the selection in Process Line Tag and Process Line ID Count are displayed. Components Category - Specifies one or more components. CTRL-click to select two or more components. Only components related to the selection in Components Category are displayed. Preview - Displays a preview of the selected component. Database list - Displays components and attributes: When Multiple Edit is selected, displays each selected component in a separate row and displays attributes (that is, database columns) for the components. The attribute values for each component are modified individually. When Global Edit is selected, displays common attributes for the selected components on a single row. The attributes values are modified once and applied to all selected components. Associate Valves with Process Line Current Drawing - For the current drawing, associates all valves within tolerance to a process line. All Drawings - For each drawing file in the project, associates all valves within tolerance to a process line. Tolerance - Specifies the tolerance used to determine if a valve is on a process line. Add Components - Adds components to the existing components shown in the database list. Select components in the drawing, and press ENTER or right click to return to the dialog box. Select Components - Replaces existing components in the database list with newly-selected components. Select components in the drawing, and press ENTER or right click to return to the dialog box. Update DB and DWG - Updates the drawing and database with attribute changes. Multiple Edit - Allows modification of individual attributes for multiple components. Global Edit - Allows modification of common attributes for multiple components. One or more red arrows appear on the drawing for the most recent selection in Process Line Tag, Process Line ID Count, Components Category, or Components Category.

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Audit
CADWorxP&ID tab: Modify > Audit Modify toolbar: Audit Misc toolbar: Database Audit P&ID menu: Accessory > Database > Audit Command line: DBAUDIT Performs maintenance functions: Verifies that each symbol on a drawing has an entry in the database. Corrects problems found between the drawing and the database. This command displays the Database audit dialog box. Use this command when the drawing or database has a problem.

Audit a database
1. Click Audit . The Database audit dialog box appears. 2. Click Yes. "Checking drawing" appears in the command line. 3. When a drawing component is not in the database, the following message appears in the command line: Type <number> (ID_Count <number>) located in the drawing is not in the database Add row to database? Yes/<No>: enter Y or N 4. To correct the error, type Y in the command line. To ignore the error, type N in the command line. 5. When a database component is not in the drawing, the following message appears in the command line: Type <number> (ID_Count <number>) located in database is not in drawing Delete row from database? Yes/<No>: enter Y or N 6. To correct the error, type Y in the command line. To ignore the error, type N in the command line.

Synchronize
CADWorxP&ID tab: Modify > Synchronize Modify toolbar: Synchronize Misc toolbar: Database Sync P&ID menu: Accessory > Database > Synchronize Command line: SYNC Checks all components in the drawing and updates their attributes to the current values in the database. this command displays the Synchronize dialog box.

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Use this command when more than one person is working in the project database. For example, if a value (such as a valve specification) is deleted in the database by another user and that value is visible in your drawing, the field displays <> as the value after Synchronize is clicked. P&ID can automatically synchronize the drawing with the database whenever it is opened. The SyncOnStartUp (on page 26) variable controls this option. When a component is deleted from a drawing, it is marked for deletion in the database. When the drawing is saved and closed, the deletion takes place in the database. If the drawing is not saved, the item is not deleted.

Rename Drawing
CADWorxP&ID tab: Modify > Rename Drawing Modify toolbar: Rename Drawing P&ID menu: Accessory > Database > Rename Drawing Command line: RENAMEDWG Renames the current drawing. This command displays the Rename Drawing in Project Database dialog box. Project Path - Displays the path of the project folder. Current Name - Displays the current name of the drawing. New Name - Displays the new name of the drawing after it is defined using Browse. Browse - Specifies the new name of the drawing. Opens the Drawing to Rename dialog box. Type the new name in the File name box.

Delete Drawing
CADWorxP&ID tab: Modify > Delete Drawing Modify toolbar: Delete Drawing P&ID menu: Accessory > Database > Delete Drawing Command line: DELETEDWG Deletes a drawing from the project. This command displays the Delete Drawing from Project Database dialog box.

Delete Dwg - Deletes the selected drawing from the project. Drawing deletion is permanent.

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Check In / Check Out Manager


CADWorxP&ID tab: Modify > Check In / Check Out Manager Modify toolbar: Check In / Check Out Manager P&ID menu: Accessory > Database > Check In / Check Out Manager Command line: PIDCHECKINOUT Checks in drawings from a source project folder to a destination project folder. If the source project is already linked to a database, a new destination project database is created. All tables of the database in the source and destination project folders are updated according to the checked-in drawings. Also checks out drawings from a source project folder to a destination project folder. If the destination project is already linked to a database, all tables are updated. This command displays the Check In/Out Manager dialog box.

Source - Specifies the source project folder. Click to open the Browse for Folder dialog box and select a source folder. Source drawing list - Displays drawings in the selected source folder. Drawings that are moved from the source folder into a destination folder display in red. Linked line number - Displays all line numbers that are linked to selected drawings in the source drawing list. DWGs linked line number - Displays drawings according to one of the following selected options: Include direct links - Displays drawing files linked directly to selected values in Linked line number. Include direct and indirect links - Displays drawing files linked directly or indirectly to selected values in Linked line number. Exclude any kinds of links - Does not display linked drawing files.

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Do not remove data from source - Keeps a copy of checked-out drawings in the source folder. - Moves (checks in) one or more drawing files selected in the source drawing list or in DWGs linked line number from the source folder to the destination folder. Drawings that are moved from the source folder into a destination folder display in red in the source drawing list. - Moves (checks out) one or more drawing files selected in the destination drawing list from the destination folder to the source folder. Destination - Specifies the destination project folder. Click to open the Browse for Folder dialog box and select a source folder. Destination drawing list - Displays drawings moved from the source folder into the selected destination folder. Check In/Out - Saves moved drawing files to their new locations. If the destination project does not have a database then new database files are created in the destination folder. Database records are added to the appropriate tables for the moved drawing file names. Database records are deleted from the appropriate tables for the moved drawing file names in the source directory unless Do not remove data from source is selected. Close - Closes the dialog box. If Check In/Out is not clicked first, moved drawing files are not saved to their new locations.

Title Block Manager


CADWorxP&ID tab: Modify > Title Block Manager Modify toolbar: Title Block Manager P&ID menu: Accessory > Database > Title Block Manager Command line: PIDTITLEBLOCKMANAGER Updates the title blocks of drawing files in the project. This command displays the Title Block Manager dialog box. Select Block - Selects a symbol block in the current drawing. P&ID adds attributes from the symbol to the title block. Add Columns - Adds columns for each attribute in the symbol selected using Select Block if no columns exist in the Project Drawings database table. Click to add a column for each attribute. This option is only available when attributes are available to add. Data from DWG - Adds all attributes for the selected symbol to the title block. Data from DB - Adds rows and columns from the database to the title block. Update DB - Updates the database table of the project with the title block values. Update DWG - Updates drawing files title block attributes with the title block values.

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Block Manager
CADWorxP&ID tab: Modify > Block Manager Modify toolbar: Block Manager P&ID menu: Accessory > Database > Block Manager Command line: PIDUPDATEDBDWG Changes the block or layer name of a component. This command displays the Block and Layer Manager dialog box.

Component Category - Specifies a component category. Component Type - Specifies a component type from the selected category. Component list - Displays components in the drawing for the selected component category and component type. Select the component to move to a new block or layer.

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Database view list - Displays all rows from database for the selected values of Component Category and Component Type. Select one or more rows to view the components in the drawing view. The drawing zooms to the components and red arrows appear.

New Component Category - Displays the new component category, matching the selected value of Component Category. New Component Type - Specifies a new component type from the selected category. New component list - Displays components for the selected component category and component type. Select one component. New Layer Name - Specifies a new layer name. Type the needed name. Show Selected - Highlights a component in the database view list when it is selected in the drawing view. Update DB from DWG - Adds the block name, layer name and coordinates of each component of the current drawing into the columns of corresponding database tables. Change Layer - Modifies the layer name of rows selected in the database view list to the value selected for New Layer Name. Change Block - Modifies the block name of rows selected in the database view list to the component selected in the new component list. Apply Change in DWG - Adds changes made using Change Layer and Change Block to the current drawing.

Batch Mode Commands


The following command-line-only commands perform block and layer operations to all appropriate database tables and all drawings in the project: PIDWRITELAYERTODB - Writes layer names of the components into the database for each drawing in the current project. The database column CW_LAYER_ is used to store the layer information. PIDWRITEBLOCKTODB - Writes block names of the components into the database for each drawing in the current project. The database column CW_BLOCK_ is used to store the block information.

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PIDWRITECOORDINATESTODB - Writes coordinates of the components into the database for each drawing in the current project. The database columns CW_RES_01_ and CW_RES_02_ are used to store the coordinate information. PIDUPDATELAYERFROMDB - Updates all drawing files in the current project folder with layer names from the database if they are different. PIDUPDATEBLOCKFROMDB - Updates all drawing files in the current project folder with block names from the database if they are different.

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Utility
CADWorxP&ID tab: Utilities Command Name Command Line

Make Group - Creates a new component by grouping other MAKEGROUP components. For more information, see Make Group (on page 150). Add to Group - Adds one or more component symbols to an GROUPADD existing group. For more information, see Add to Group (on page 151). Remove from Group - Removes one or more component symbols from an existing group. For more information, see Remove from Group (on page 151). GROUPREMOVE

Export - Exports component data for one or more drawings to PIDEXPORT an .xls file. For more information, see Export (on page 152). Add Xdata - Imports existing P&ID drawings, symbols, and geometry. For more information, see Add Xdata (on page 152). Remove Xdata - Removes external database attributes from a component. For more information, see Remove Xdata (on page 153). Replace Block - Replaces a block (symbol) with a new one. For more information, see Replace Block (on page 153). Set Visibility - Controls visibility of symbols. For more information, see Set Visibility (on page 154). Match Properties - Copies the properties of one component to another component. For more information, see Match Properties (on page 154). XDATAADD

XDATAREMOVE

PIDREPLACEBLOCK SETVISIBILITY PIDMATCHPROP

Match Prop With Tag - Copies the properties and tag of one PIDMATCHPROPWITHTAG component to another component. For more information, see Match Prop with Tag (on page 154). Transport Documents - Copies files associated with components to a folder in the project folder. For more information, see Transport Documents (on page 155). TRANSDOC

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Make Group
CADWorxP&ID tab: Utilities > Make Group Utilities toolbar: Make Group P&ID menu: Accessory > Make Group Command line: MAKEGROUP Creates a new component by grouping other components. Select any object to include it in the group. When an external database is used, a new record is added to the appropriate table. You must also select the component type for the group in the command line: I - Instrument VA - Valve ME - Mechanical N - Nozzle R - Reducer MI - Miscellaneous VE - Vessel U - User A typical group is made from individual components created using Components . For example, a cylinder and two head components are grouped to create a new vessel. For more information, see Components (on page 103). A new group cannot be made from an existing group or components in an existing group. To add components to an existing group, use Add to Group . When a group is selected using Edit , it behaves according to the component type of the group.

Create a new group


1. 2. 3. 4. 5. Click Make Group . In the command line, type a command for the needed component type, such as VE for vessel. Press ENTER. Select components to include in the group. Components must not be in an existing group. Press ENTER.

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Add to Group
CADWorxP&ID tab: Utilities > Add to Group Utilities toolbar: Add to Group P&ID menu: Accessory > Add to Group Command line: GROUPADD Adds one or more component symbols to an existing group created using Make Group . When an external database is used, the added symbol is appended to the existing row in the table for the group. Avoid adding objects to a component type already existing in the database, such as to an existing vessel type. Instead, create a new group using Make Group .

Add components to an existing group


1. 2. 3. 4. Click Add to Group . Select an existing group. Select components to add to the group. Components must not be in an existing group. Press ENTER.

Remove from Group


CADWorxP&ID tab: Utilities > Remove from Group Utilities toolbar: Remove from Group P&ID menu: Accessory > Remove from Group Command line: GROUPREMOVE Removes one or more component symbols from an existing group created using Make Group , or removes components added to any component type using Add to Group . When an external database is used, the deleted symbol is removed from the existing row in the table for the group.

Remove components from a group


1. 2. 3. 4. Click Remove from Group . Select an existing group. Select components to remove from the group. Press ENTER.

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Export
CADWorxP&ID tab: Utilities > Export Utilities toolbar: Export Command line: PIDEXPORT Exports component data for one or more drawings to an .xls Excel workbook file. This command displays the Select Dwg Files dialog box. Select the needed drawings, and then specify the .xls file to create. The workbook contains a worksheet for each component type with the following columns: Common to all worksheets: DWG_NAME, ID_COUNT, BLOCK_NAME, and LAYER NAME Process Line - TAG_XDATA, SIZE_XDATA, and SPEC_XDATA Instrument - TAG_XDATA, FUNCTION_XDATA, and LOOP_XDATA Vessel - TAG_XDATA, LENGTH_XDATA, and OD_XDATA Link - TAG_XDATA, LINK_ID_1_XDATA, and LINK_ID_2_XDATA All other component types - TAG_XDATA, SIZE_XDATA, and SPEC_XDATA

Add Xdata
CADWorxP&ID tab: Utilities > Add Xdata Utilities toolbar: Add Xdata P&ID menu: Accessory > Add Xdata Command line: XDATAADD Imports symbols and geometry created with generic AutoCad commands, adding them to the database as components. Also imports process and instrumentation drawings created in a different database or with different AutoCAD-based software.

Adding Generic Geometry


Draw the needed geometry, block it where appropriate, and then use Add Xdata geometry to the database. Select the table in the command line: G - Group L - Line I - Instrument VA - Valve ME - Mechanical N - Nozzle R - Reducer MI - Miscellaneous VE - Vessel U - User to add the

Add Xdata is best used with proper management of drawing layers (For example, when valves are on the VALVE layer, and equipment is on the EQUIP layer). Generic geometry should also be on the layer appropriate for its component type after import. Do not use Table Setup to modify any tables in the database. Table Setup only used when setting up a new project. is

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Utility Editing Mapped Attributes with Add Xdata


When importing P&ID drawings, the Edit Mapped Attributes dialog box of Map Edit Setup is used. Add Xdata analyzes a block for attributes that have not been associated with table column names in the external database. If an attribute is found where a match does not exist, the Edit Mapped Attributes dialog box allows the attribute to be mapped to a column name in an existing table. For more information, see Map Edit Setup (on page 50). The dialog box does not appear when an attribute has either the same name or is mapped to an appropriate table column name. This allows the fixed and dynamic portion of the database tables to be mapped to any other P&ID AutoCAD drafting system. Match the dynamic portion of the database table names to the attribute names or map attribute names to either the fixed or dynamic portion of the database table names.

Add external data to geometry


1. 2. 3. 4. 5. Click Add Xdata . In the command line, type a command for the needed table, such as VE for vessel. Press ENTER. Select the needed geometry or blocks. Press ENTER.

Remove Xdata
CADWorxP&ID tab: Utilities > Remove Xdata Utilities toolbar: Remove Xdata P&ID menu: Accessory > Remove Xdata Command line: XDATAREMOVE Removes external CADWorx database attributes from a component, converting it to generic AutoCAD geometry.

Remove external data from a component


1. Click Remove Xdata 2. Select a component 3. Press ENTER. .

4. If an external database is used for the project, click Audit more information, see Audit a database (on page 141).

to update the database. For

Replace Block
CADWorxP&ID tab: Utilities > Replace Block Utilities toolbar: Replace Block P&ID menu: Accessory > Database > Replace Block Command line: PIDREPLACEBLOCK Replaces a block (symbol) with a new one. P&ID data is transferred from the old block to the new block. This command displays the Select Block (or Drawing) dialog box where you select a .dwg file containing the new block symbol.

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Replace a block
1. Click Replace Block . 2. Select one or more component symbols. 3. Press ENTER, or right-click. The Select Block (or Drawing) dialog box appears. 4. Select the .dwg file containing the new block. 5. Click Open. The message "Updated <n> object(s) in drawing..." appears in the command line.

Set Visibility
CADWorxP&ID tab: Utilities > Set Visibility Utilities toolbar: Set Visibility Misc toolbar: Set Visibility P&ID menu: Accessory > Utility > Set Visibility Command line: SETVISIBILITY Controls visibility of symbols, based on the following options: Hide database objects - Hides all P&ID database objects. Objects that are not in the database are still visible. Type D in the command line. Highlight - Highlights an object and other objects grouped with it. Type GH in the command line. Isolate ID - Hides all objects except the component with the specified database ID code. Type I in the command line. Hide all - Hides all objects. This option is useful in improving processing speed when importing large existing drawings. For more information, see Import external process and instrumentation drawings (on page 163). Type H in the command line. Manual update - Shows all objects that are set to manual update and hide other objects. For more information on manual updating, see Edit (on page 128). Type M in the command line. Show all - Shows all objects. Type S in the command line.

Match Properties
CADWorxP&ID tab: Utilities > Match Properties Utilities toolbar: Match Properties Command line: PIDMATCHPROP Copies the properties of a source component to a destination component. The tag for the destination component is not changed.

Match Prop with Tag


CADWorxP&ID tab: Utilities > Match Properties with Tag Utilities toolbar: Match Properties with Tag Command line: PIDMATCHPROPWITHTAG Copies the properties and tag of a source component to a destination component.

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Utility

Transport Documents
CADWorxP&ID tab: Utilities > Transport Documents Utilities toolbar: Transport Documents P&ID menu: Accessory > Database > Transport Documents Command line: TRANSDOC Copies files associated with components to a folder in the project folder. Otherwise, the associated files can be located in many different folders or drives. This command allows you to move a project and all associated documents to another computer. For more information on associated files, see Edit (on page 128) and Documentation Dialog Box (on page 131). The default location is [Project Folder]\Document. Within this folder, component-based folders are created as needed: Line, Inst, Valve, Vessel, Mech, Nozzle, Reducer, and Misc. Open, in the Documentation dialog box, searches for associated documents using the original full path location first. If a file cannot be found at that location, the software then looks in the folders created by Transport Documents . For more information, see Documentation Dialog Box (on page 131).

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Menus and Toolbars


Layer Control
> P&ID menu: Utility > Layer Control Command Name Change Layer - Changes an objects layer to the layer associated with another object that you select. For more information, see Change Layer (on page 158). Set Layer - Sets the current layer to that of an object that you select. For more information, see Set Layer (on page 158). Delete Layer - Removes all of the entities on the layer associated with an entity that you select. For more information, see Delete Layer (on page 159). Command Line LAYERCHANGE

LAYERSET

LAYERDELETE

Layer Off - Turns off the layer associated with an entity that LAYEROFF you select. For more information, see Layer Off (on page 158). On - Turns a layer back on that was turned off with the Layer LAYERON Off command. For more information, see Layer On (on page 158). Match Layer - Changes an objects properties to match those of another object that you select. For more information, see Match Layer (on page 158). Isolate Layer - Turns off all layers except for the layer associated with an entity that you select. For more information, see Isolate Layer (on page 158). MATCH

LAYERISOLATE

Un-isolate Layer - Turns all of the layers back on that were LAYERUNISO turned off with the Isolate Layer command. For more information, see Un-Isolate Layer (on page 158).

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Change Layer
P&ID menu: Utility > Layer Control > Change Command line: LAYERCHANGE Changes an objects layer to the layer associated with another object that you select. You can select the objects to change individually or with a fence.

Match Layer
P&ID menu: Utility > Layer Control > Match Command line: MATCH Changes an objects layer to match that of another object that you select.

Set Layer
P&ID menu: Utility > Layer Control > Set Command line: LAYERSET Sets the current layer to that of an object that you select. You must select an individual object.

Layer Off
P&ID menu: Utility > Layer Control > Off Command line: LAYEROFF Turns off the layer associated with an entity that you select. You must select an Individual entity.

Layer On
P&ID menu: Utility > Layer Control > On Command line: LAYERON Turns a layer back on that was turned off with the Layer Off command. For more information, see Layer Off (on page 158). No selection is required.

Isolate Layer
P&ID menu: Utility > Layer Control > Isolate Command line: LAYERISOLATE Turns off all layers except for the layer associated with an entity that you select.

Un-Isolate Layer
P&ID menu: Utility > Layer Control > Un-Isolate Command line: LAYERUNISO Turns all of the layers on. No selection is required.

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Menus and Toolbars

Delete Layer
P&ID menu: Utility > Layer Control > Delete Command line: LAYERDELETE Removes all of the entities on the layer associated with an entity that you select. For example, you can delete all the entities, such as lines, text, and so on, on layer 0. You must select an individual entity. If you select the VIEWL layer, the software displays a warning message. Deleting the VIEWL layer deletes a block named CPM which the software inserts when beginning a new drawing. This block contains information (sizes, specification, and so on) that are used when opening an existing drawing. If you delete this layer, this information is not available for the next drawing session. You can re-enter this information.

About
P&ID menu: About Command line: CADWORXABOUT Displays information about the software version, including: CADWorx P&ID version and build date. CADWorx installation directory Windows version. AutoCAD version. License manager type.

Accessing and Docking Toolbars


Toolbars duplicate commands available on the CADWorxP&ID ribbon. You may find it useful to open toolbars containing frequently-used commands when screen space for the ribbon is limited. To open a P&ID toolbar, click P&ID > Toolbars, and select the needed toolbar. You can also open an alternate set of toolbars from View tab > Windows panel > Toolbars > FLOWALT, FLOFLY, or FLOWRIB. To dock a toolbar, drag it to any edge of the window. Press CTRL to drag a toolbar without docking it. You can then drag a toolbar off of the window space. The AutoCAD Toolbar command opens the Customize User Interface dialog box. You can choose any needed toolbars for AutoCAD or CADWorx P&ID.

Aliases and Command Names


Ribbon, toolbar, and menu commands have a command name that you can type in the command line. A command alias is an abbreviation that you type at the command line instead of typing the entire command name. Command aliases created for P&ID are delivered in the [Product Folder]\P&ID\Support\Flow_alt.pgp file. You can change alias names but should avoid conflicts with aliases already defined in the .pgp file for AutoCAD.

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APPENDIX A

Database Structure
CADWorx P&ID can be used with an external database linked to the components or symbols in project drawings.

Without a Database
Any information extracted from the drawing requires the attribute extraction command (ATTEXT) in AutoCAD. This is possible because P&ID uses AutoCAD blocks and attributes.

With a Database
An external relational database provides default tables that contain information about the symbols or components used in the drawings: Instrument Mechanical Miscellaneous Nozzles Process Lines Reducers Valves Vessels Up to ten custom tables containing component information can also be added. You can create queries to use these tables for any type of requirement. All component tables can be modified. The Project Documents table maintains the documents that can be associated with components. This table can be modified. The Link Database and Project Drawings tables contain information about the total number of drawings, internal links, and other information for maintaining the integrity of the CADWorx drawings. Do not modify these tables. CADWorx can operate with Microsoft Access, Oracle, and Microsoft SQL Server databases. Choose the needed format when creating a new project. For more information, see File Manager (on page 42).

Microsoft Access Setup


In Microsoft Access, the software maintains a database in a single .mdb file. All tables are in the database. This database can be modified as needed. During initial project setup, use Table Setup to add or remove columns from a default table, or to create custom tables. For more information, see Table Setup (on page 43). Some tables are required for the database to properly function. For more information, see Required Database Tables and Columns (on page 164). Columns can be added after a project is set up, but this is a manual process. For more information, see Add a column to an existing database (on page 162). The software automatically places an underscore after each column names to avoid duplicating names or keywords used by SQL (Structured Query Language) commands. As table data is updated using commands such as Edit and Synchronize , blocks or symbols whose attribute definition tag names match column names in the table are also updated.

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Database Structure
For example, a drawing can contain a block, valve type 303, with attribute definition tag names of SIZE, SPEC and TAG. In the external database, table values are changed. When you use Edit on a symbol, these values are transferred into the drawing CADWorx is only tested with Access 2003 and Access 2007, but can create databases in Access 97, Access 2000 or Access 2002/XP/2003 formats: To always create Access 97 databases by default, run the file [Product Folder]\P&ID\System\Access1997.bat. To always create Access 2000 databases by default, run the file [Product Folder]\P&ID\System\Access2000.bat. To always create Access 2002/XP or Access 2003 databases by default, run the file [Product Folder]\P&ID\System\Access2002-2003.bat.

SQL Server Setup


See [Product Folder]\P&ID\System\SqlServer.txt for information on how to set up CADWorx with a SQL Server database.

Oracle Setup
See [Product Folder]\P&ID\System\Oracle.txtf or information on how to set up CADWorx with an Oracle database.

Database Errors
Database errors are displayed in the AutoCAD text window and appended to the log file [Product Folder]\P&ID\System\Sql_Error_Log.txt.

Add a column to an existing database


You can manually add a column to an existing database. 1. Open [Project Folder]\Database.tbl using any text editor such as Notepad. 2. Add the needed columns to the needed component sections of the file. Keep text aligned within COL1, COL2, and COL3 to maintain the proper formatting. Use spaces. Do not use tabs. 3. Open the project database in the database software and add the needed columns. If you are using Microsoft Access, use the Design View. Edit the table file and database file carefully to avoid database corruption.

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Database Structure

Insert a drawing into the project


When a P&ID drawing is opened from the current project, P&ID attempts to insert it into the project. The Insert Drawing into Project Database dialog box opens to confirm this action.

When Insert Into DB is clicked, rows are added to the appropriate tables within the database. P&ID drawings created without a database have xdata attached to each component that allows the software to automatically add rows into the appropriate tables.

Import external process and instrumentation drawings


A P&ID drawing created with other AutoCAD-based software can be converted to a drawing compatible with CADWorx P&ID. Blocks and block attributes in the drawing must be mapped to the P&ID database. Blocks must be mapped to existing tables. Tables in the database are fixed. The default tables represent the component categories used in all P&ID drawings: documentation, instrument, line, mechanical, misc, nozzle, reducer, valve, and vessel. Block attributes must be mapped to table columns. Each table can have any number of columns. New columns can be added at any time. Attributes and table columns are interoperable when one changes, the other is updated. Importing an external drawing does not automatically perform the mapping. Use Add Xdata to associate blocks with tables and attributes with columns. For more information, see Add Xdata (on page 152).

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Database Structure

Required Database Tables and Columns


The following tables and columns are required for proper operation of P&ID and are created automatically when a new project and database are created. Do not delete or modify them from the database. The following columns are created in most tables for future use. Do not delete these columns: CW_LAYER_ CW_BLOCK_ CW_RES_01_ CW_RES_02_ CW_RES_03_ CW_RES_04_ CW_RES_05_ CW_RES_06_ CW_RES_07_ CW_RES_08_ CW_RES_09_ CW_RES_10_ CW_CNT_ID1_ CW_CNT_ID2_ CW_CNT_ID3_ CW_CNT_ID4_.

Topics
Components-Instruments Table .....................................................164 Components-Mechanical Table ......................................................165 Components-Miscellaneous Table .................................................166 Components-Nozzles Table ...........................................................166 Components-Process Lines Table .................................................167 Components-Reducers Table.........................................................168 Components-Valves Table .............................................................168 Components-Vessels Table ...........................................................169 Link Database Table .......................................................................170 Project Documents Table ...............................................................170 Project Drawings Table ..................................................................171

Components-Instruments Table
Contains instrument component data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

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Database Structure
Column Length 5 40 15 15 40 40 40 40 Edit (CEDIT) Description Stored in XDATA Yes Tag Function Loop Yes Yes Yes

Column Name PRGM_CODE_ TAG_ FUNCTION_ LOOP_ SPARE_1_ SPARE_2_ SPARE_3_ SPARE_4_

Components-Mechanical Table
Contains mechanical component data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 5 40 15 15 40 40 40 40 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ TAG_ SIZE_ SPEC_ SPARE_1_ SPARE_2_ SPARE_3_ SPARE_4_ Tag Size Spec Yes Yes Yes Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

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Database Structure

Components-Miscellaneous Table
Contains miscellaneous component data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 5 40 15 15 40 40 40 40 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ TAG_ SIZE_ SPEC_ SPARE_1_ SPARE_2_ SPARE_3_ SPARE_4_ Tag Size Spec Yes Yes Yes Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

Components-Nozzles Table
Contains nozzle component data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 5 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

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Database Structure
Column Length 40 15 15 40 40 40 40 Edit (CEDIT) Description Tag Size Spec Stored in XDATA Yes Yes Yes

Column Name TAG_ SIZE_ SPEC_ SPARE_1_ SPARE_2_ SPARE_3_ SPARE_4_

Components-Process Lines Table


Contains process line data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 5 40 15 15 40 40 40 40 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ TAG_ SIZE_ SPEC_ PROC_FROM_ PROC_TO_ ACT_FROM_ ACT_TO_ Tag Size Spec Yes Yes Yes Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

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Database Structure

Components-Reducers Table
Contains reducer component data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 5 40 15 15 40 40 40 40 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ TAG_ SIZE_ SPEC_ SPARE_1_ SPARE_2_ SPARE_3_ SPARE_4_ Tag Size Spec Yes Yes Yes Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

Components-Valves Table
Contains valve component data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 5 40 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ TAG_ Tag Yes Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

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Database Structure
Column Length 15 15 40 40 40 40 Edit (CEDIT) Description Size Spec Stored in XDATA Yes Yes

Column Name SIZE_ SPEC_ LINE_ID_1_ LINE_ID_2_ LINE_ID_3_ LINE_ID_4_

Components-Vessels Table
Contains vessel component data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 12 5 40 15 15 40 40 40 40 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ TAG_ LENGTH_ OD_ SPARE_1_ SPARE_2_ SPARE_3_ SPARE_4_ Tag Length OD Yes Yes Yes Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

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Database Structure

Link Database Table


Contains link data. This table cannot be modified. Column Length 5 40 15 5 17 12 5 40 15 15 15 5 15 5 15 5 15 5 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DRAW_FUNC_ PRGM_CODE_ TAG_ LINK_ID_ LINE_ID_ ID_PRO_FR_ CT_PRO_FR_ ID_PRO_TO_ CT_PRO_TO_ ID_ACT_FR_ CT_ACT_FR_ ID_ACT_TO_ CT_ACT_TO_ Tag Link Id Line Id Yes Yes Yes Yes Yes Yes Yes Edit (CEDIT) Description Stored in XDATA

Project Documents Table


Contains documentation data. You can add data columns to meet specific project requirements. For more information, see Column Setup (Database Table Setup Dialog Box) (on page 44). Column Length 5 40 15 5 17 250 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DOCUMENT_

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Database Structure
Column Length 5 40 Column Name PRGM_CODE_ TAG_

Project Drawings Table


Contains drawing data for the entire project. This table cannot be modified. Column Length 5 40 15 5 17 12 Column Name MODIFY_ DWG_NAME_ ID_COUNT_ STATUS_ CREATED_ DB_VER_

Component Type Numbers


Component types are assigned the following identification numbers in drawings and in the database: Component Type Line Instrument Valve Vessel Mechanical Links Nozzle Reducer Miscellaneous User0 User1 User2 User3 User4 Numbers 301 302 303 304 305 306 307 308 309 340 341 342 343 344

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Database Structure
Component Type User5 User6 User7 User8 User9 Numbers 345 346 347 348 349

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APPENDIX B

AutoCAD Workflows Used With P&ID


In This Appendix
Modifying a User Profile ................................................................. 173 Creating a Base Profile .................................................................. 174 Creating Symbols from AutoCAD Blocks ...................................... 174 Modifying Symbols using AutoCAD ............................................... 174 Using Multiple Drawing Folders with a Project .............................. 175 Commands Compatible With AutoCAD Undo ............................... 176

Modifying a User Profile


You can run CADWorx P&ID from any network or local folder by manually creating or modifying a user profile and modifying the search paths in the profile. CADWorx runs within AutoCAD by using the AutoCAD user profile command line switch, /P. A user profile shortcut is created when P&ID is installed. For example, if AutoCAD is installed in the C:\Program Files\Autodesk\AutoCAD folder, a shortcut is created for CADWorx P&ID. The value of Target on the Shortcut tab of the Properties dialog box for the shortcut is: "C:\Program Files\Autodesk\AutoCAD\acad.exe" /P "Profile Name" Manually create a profile by modifying the support file search paths and the template file location. 1. In P&ID, click Tools > Options. The Options dialog box appears. 2. On the Files tab, expand Support File Search Path in the Search paths, file names, and file locations list. The [Product Folder]\P&ID\Support folder is listed first, as shown in the example below.

The acad.rx file is in the support folder. AutoCAD uses acad.rx to load the P&ID menus, toolbars, and panels. 3. Select the folder name and type the new folder path. 4. Manually create the new support folder and copy the acad.rx file to this folder. 5. On the Files tab, expand Template Settings > Drawing Template File Location.

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AutoCAD Workflows Used With P&ID


The [Product Folder]\P&ID\Support folder is listed first, as shown in the example below.

6. Select the folder name and type the new folder path. 7. Click OK. To set up a profile for another user login on the same computer, run Start > All Programs > CADWorx > P&ID > Setup Profile - P&ID.

Creating a Base Profile


To create a base profile, you can copy the AutoCAD icon or CADWorx icon, and specify a profile. This profile is based on the default AutoCAD profile. 1. Make a copy of the P&ID shortcut on the desktop. 2. Right-click the shortcut and select Properties. The Properties dialog box appears. 3. On the Shortcut tab, replace the value after /P in Target with the new profile name. For example: "C:\Program Files\Autodesk\AutoCAD - English\acad.exe" /P UserBase You can use any name that is not used on the Profile tab of the Options dialog box (Tools > Options) in AutoCAD. Use quotes around the profile name if it contains spaces. 4. Click OK. 5. Double- click the shortcut to start the software. AutoCAD creates a new profile based on the software defaults.

Creating Symbols from AutoCAD Blocks


You can add new component symbols created from AutoCAD geometry. First use the AutoCAD Insert tab> Block Definition > Write Block (WBLOCK) command. Then use Menu Symbols to add the block to P&ID. For more information, see Menu Symbols (on page 28).

Modifying Symbols using AutoCAD


You can modify an existing CADWorx component symbol by editing the geometry using AutoCAD commands. Make a backup of the symbol before modifying.

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AutoCAD Workflows Used With P&ID

Using Multiple Drawing Folders with a Project


By default, P&ID stores Database.tbl, Project.cfg, and all .dwg drawing files in the project folder. If you want to use multiple drawing folders with a project, use the following workflow to add the project folder to the AutoCAD support file search path. 1. In P&ID, click Tools > Options. The Options dialog box appears. 2. On the Profiles tab, select the needed CADWorx profile, and click Add to List. The Add Profile dialog box appears. 3. Type a value in the Profile name box, and click Apply & Close. 4. On the Profile tab, select the newly-created profile, and click Set Current.

5. On the Files tab, expand Support File Search Path. 6. Click Browse to select an existing project folder, or click Add to add a new project folder. The folder appears under Support File Search Path on the Files tab of the Options dialog box.

7. 8. 9. 10. 11.

Click OK. Exit CADWorx P&ID. Make a copy of the P&ID shortcut on the desktop. Rename the icon to the new project name. Right-click the shortcut, and select Properties.

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AutoCAD Workflows Used With P&ID


The Properties dialog box appears. 12. On the Shortcut tab, replace the value after /P in Target with the new project name. For example: "C:\Program Files\Autodesk\AutoCAD\acad.exe" /P "New Project" 13. Click OK. When you open CADWorx P&ID from this shortcut, you can create or open drawings from any folder. All drawings then read and write into the project folder. Repeat this workflow to create another project.

Commands Compatible With AutoCAD Undo


The following P&ID commands are compatible with the AutoCAD Undo command. These commands have multiple interactions with AutoCAD that can only be undone in a single group. Many of these commands do not affect any AutoCAD graphics or the AutoCAD drawing file. SETUP SIZEDLG SPECDLG FLIPSYMBOL UPDATEPROCESS COMBINELINE TABLESETUP MENUSYMBOL RENAMEDWG DELETEDWG VIEWLINE TRANSDOC MAKEGROUP GROUPADD XDATAADD XD All routines that insert components into a drawing: insert_1_pline insert_2_pline insert_3_pline insert_4_pline insert_normal insert_x_axis insert_y_axis insert_rotate insert_inst insert_vessel insert_tank insert_component insert_direction insert_reducer

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AutoCAD Workflows Used With P&ID


insert_link pline_run

Commands Compatible With Undo Only Without a Database


The following P&ID commands are not compatible with the AutoCAD Undo command when using an external database, because modifications to database cannot be undone. These commands are compatible with Undo when not using an external database. MAINASSIGN REDASSIGN SPECASSIGN

Database Commands Not Compatible With Undo


The following P&ID database-specific commands are not compatible with the AutoCAD Undo command, because modifications to database cannot be undone. Edit Audit (CEDIT) (SYNC) (DBAUDIT) Synchronize

Process Assign (PROCESSASSIGN) Type Assign (TYPEASSIGN)

AutoCAD Commands Synchronized With the Database


The following AutoCAD commands are monitored by P&ID for external database synchronization. When any of the AutoCAD commands are used, P&ID automatically updates the external database. Copy Commands - Add new objects to the drawing and adds the objects to the database. COPY EXPLODE ARRAY GRIP_COPY GRIP_MIRROR GRIP_STRETCH MIRROR INSERT PASTECLIP PASTEORIG DROPGEOM Erase/Unerase Commands - Remove/un-remove objects from the drawings and mark rows in the database for deletion/un-deletion. The rows are deleted from the database when drawing file is closed. ERASE EXPLODE U UNDO REDO MREDO OOPS

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BLOCK WBLOCK GROUP CUTCLIP

Read-Only Drawing Files


If a drawing connected to a database is opened as read-only, do not run any commands that modify the database because the database may not be set to read-only.

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Index
A
About 159 Accessing and Docking Toolbars 159 Add a column to an existing database 162 Add a link symbol to an existing process line 101 Add a new component to a specification 117 Add a new symbol category section 30 Add a new symbol item 31 Add a process line tag to a drawing 64 Add an existing component to a specification 118 Add Combine Process 61 Add components to an existing group 151 Add external data to geometry 153 Add Section Dialog Box 29 Add to Group 151 Add Xdata 152 Adding Item Dialog Box 30 Additional Data Dialog Box 132 Aliases and Command Names 159 AlphaSizeControl 21 AnnotationType 21 ArrowLargeSize 21 ArrowMediumSize 21 ArrowSmallSize 21 Assign a component type 115 Assign a main size 113 Assign a reduction size 114 Assign a specification 115 Attached Nozzles Dialog Box 134 Audit 141 Audit a database 141 AutoCAD Workflows Used With P&ID 173 AutoRepeat 22 AutoSizeSpecUpdate 22

C
Capillary 80 Change a text attribute 108 Change Att Layer 109 Change Layer 158 Change multiple text attributes 108 Change the type of a process line 59 ChangeAttributeTextStyle 22 Check In / Check Out Manager 143 CheckDuplicateValveTag 22 Column Setup (Database Table Setup Dialog Box) 44 Combine a process line to an existing link symbol 101 Combine components into a group with a process line 61 Combine Instrument Add 74 Combine instrument bubbles 74 Combine Instruments 74 Combine Lines 59 Combine Process 61 Combine process lines 60 Commands Compatible With AutoCAD Undo 176 Component Tab (Adding Item Dialog Box) 38 Component Type Numbers 171 Components 103 Components-Instruments Table 164 Components-Mechanical Table 165 Components-Miscellaneous Table 166 Components-Nozzles Table 166 Components-Process Lines Table 167 Components-Reducers Table 168 Components-Valves Table 168 Components-Vessels Table 169 Computer 70 Computer-Auxiliary Back 71 Computer-Auxiliary Front 71 Computer-Local 70 Computer-Primary Back 71 Computer-Primary Front 70 Configuration File Dialog Box 20 Conventions 9 CopyControlFlag 23 Count 62 Create a loop diagram 77 Create a loop table 76

B
Binary Electric 82 Binary Pneumatic 82 Block Manager 145 Borders Dialog Box 17 Break Tab (Adding Item Dialog Box) 33 BreakLineDistance 22 BubbleSize 22

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Index
Create a new group 150 Create specification-driven drawings 17 Create Table 75 Creating a Base Profile 174 Creating Symbols from AutoCAD Blocks 174 Current Settings 125

F
File Manager 42 Flange 91 Flip Symbol 108

G
Generate Loops 77

D
Database Codes Editor Dialog Box 122 Database Structure 161 DataBaseCodes 23 DBAuditControl 23 Decrement 62 Delete a mapped attribute 51 Delete Drawing 142 Delete Layer 159 Direction Tab (Adding Item Dialog Box) 39 Discrete 67 Discrete-Auxiliary Back 68 Discrete-Auxiliary Front 68 Discrete-Local 67 Discrete-Primary Back 68 Discrete-Primary Front 67 Documentation Dialog Box 131 Drop Down Setup 46

H
Heat Traced 81 Hydraulic 80

I
Import external process and instrumentation drawings 163 Increment 62 Inheritance Setup 49 Inline 92 Insert a drawing into the project 163 Insert Tab (Adding Item Dialog Box) 34 Instrument 80 Instrument Lines Panel 79 Instrument Tab (Adding Item Dialog Box) 36 Instruments Panel 65 InternalSelectionDistance 23 Isolate Layer 158

E
Edit 128 Edit Component Dialog Box 120 Edit Specification Notes Dialog Box 123 Editing Drawing Links Dialog Box 136 Editing Instrument Component Dialog Box 132 Editing Line Component Dialog Box 129 Editing Mechanical Component Dialog Box 135 Editing Misc Component Dialog Box 138 Editing Nozzle Component Dialog Box 136 Editing Reducer Dialog Box 137 Editing Valve Component Dialog Box 133 Editing Vessel Component Dialog Box 134 Editor 115 Electric 79 Embedded Instruments Dialog Box 133 Equip Panel 97 Equipment Tab (Adding Item Dialog Box) 37 Exchangers 99 Export 152

L
LanguageFile 24 Large (Arrows) 107 Large (Text) 106 Layer Control 157 Layer Control Dialog Box 18 Layer Off 158 Layer On 158 LibraryDirectory 24 Line Number Setup 47 LineNumberSystem 24 Lines 56 Link Database Table 170 Link Tab (Adding Item Dialog Box) 41 LinkArrowTextControl 24 Links 100 Logic 71 Logic-Auxiliary Back 72 Logic-Auxiliary Front 72 Logic-Local 72 Logic-Primary Back 72 Logic-Primary Front 72

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Index
Loop Numbering 52 LoopNumberSystem 24 LoopOutputDirectory 24 LoopTemplateDirectory 25

P
Pilot 73 Pilot-Auxiliary Front 73 Pilot-Local 73 Pilot-Primary Front 73 Place the same identification on multiple symbols 104 Pneumatic 80 Poly Line Tab (Adding Item Dialog Box) 35 Preface 9 Process Assign 59 Process Data Dialog Box 130 Process Lines Panel 55 Project Documents Table 170 Project Drawings Table 171 Pumps 99

M
Main Assign 113 Major Primary 57 Major Secondary 57 MajorPrimary 25 MajorSecondary 25 Make Group 150 Manually add a new symbol category section 30 Manually add and modify symbol items 31 Manually mend a process or instrument line 59 Map a new attribute 51 Map Edit Setup 50 Match Identification 103 Match Layer 158 Match Prop with Tag 154 Match Properties 154 Mechanical 81 Medium (Arrows) 107 Medium (Text) 106 Mend Line 58 MendLineDistance 25 Menu Symbols 28 Menus and Toolbars 157 MenuSymbolFile 25 Minor Primary 58 Minor Secondary 58 MinorPrimary 25 MinorSecondary 25 Miscellaneous 102 Modify a component 128 Modify a mapped attribute 51 Modify Panel 127 Modifying a User Profile 173 Modifying Symbols using AutoCAD 174 Multiple Edit 139

R
Reducer Tab (Adding Item Dialog Box) 40 Reducing 91 Reduction Assign 113 Remove Combine Process 61 Remove components from a group 151 Remove external data from a component 153 Remove from Group 151 Remove Line Item 60 Remove Xdata 153 Rename Drawing 142 Replace a block 154 Replace Block 153 Required Database Tables and Columns 164

S
SaveLastProfileUsed 26 Select main and reduction sizes 112 Set Layer 158 Set Visibility 154 Setup 13, 15 Setup Panel 15 Shared 68 Shared-Auxiliary Back 69 Shared-Auxiliary Front 69 Shared-Local 69 Shared-Primary Back 69 Shared-Primary Front 69 Size Set 111 Size_Spec Panel 111 Small (Arrows) 106 Small (Text) 105

N
Nozzles 101

O
Optional Items 123 Optional Component Dialog Box 124

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Index
SnapSpacing 26 Sonic Guided 81 Sonic Un-guided 81 Sort 93 Spec Assign 115 Spec Information Edit Dialog Box 119 Spec Set 112 SpecControl 26 Specification to use (Current) Dialog Box 113 SpecificationDirectory 26 SpecSizeOverride 26 Startup Defaults 13 Startup Options 13 Startup Variables 20 Support Directory 14 Synchronize 141 SyncOnStartUp 26 System 81 SystemMeasure 27

V
Valve-Control 87 Valve-Control Flanged 87 Valve-Control Socket Weld 88 Valve-Other 89 Valve-Other Flanged 89 Valve-Other Socket Weld 90 Valve-Regular 84 Valve-Regular Flanged 86 Valve-Regular Socket Weld 85 Valves Panel 83 Valves-Functions 95 Vessels 97 View Line Numbers 63

W
What's New in P&ID 12

T
Table Setup 43 Table Setup (Database Table Setup Dialog Box) 43 Tag Line 63 Tagging 27 Tanks 98 Technical Support 10 Text Correction 107 Text Panel 105 TextLargeSize 27 TextMediumSize 27 TextSmallSize 27 Title Block Manager 144 ToolTipSetting 27 Transport Documents 155 Type Assign 114

U
Un-Combine Instruments 74 Un-Combine Lines 60 Undefined 80 Un-Isolate Layer 158 Update Process 62 UseFullFunctionName 28 Using Multiple Drawing Folders with a Project 175 Utility 149

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