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Contents

Chapter 1: Introduction to AutoCAD Plant 3D ...... 1-1 Lesson: Working in a Project ...... 1-2 About Projects ...... 1-2 Data Organization ...... 1-4 About the Project Manager ...... 1-6 About the Data Manager ...... 1-08 Exercise: Work in a Project ...... 1-09 Review ...... 1-14 Lesson: Opening a Drawing ...... 1-15 Opening Drawings ...... 1-16 Renaming Drawings ...... 1-18 Exercise: Open a Drawing in AutoCAD Plant 3D ...... 1-19 Review ...... 1-20 Lesson: Exploring the User Interface ...... 1-21 Task Specific Workspaces ...... 1- 22 Task Specific Ribbons ...... 1- 22 About Tool Palettes ...... 1- 24 About the Properties Palette ...... 1- 26 On-Screen Tools ...... 1- 27 Exercise: Explore the User Interface ...... 1-29 Review ...... 1- 33 Lesson: Managing Layers and Colors ...... 1-34 About Layers ...... 1- 34 Exercise: Manage Layers and Colors ...... 1-36 Review ...... 1- 39 Chapter Summary ...... 1- 40

Chapter 2: AutoCAD P&ID ...... 2-1 Lesson: Creating a New Drawing ...... 2-3 Creating Project Folders and Sub-Folders ...... 2-3 Creating a Drawing ...... 2-4 Adding Existing Drawings to the Project ...... 2-5 Access Drawing Properties ...... 2-5 Exercise: Create a New P&ID Drawing ...... 2-7 Review ...... 2- 10 Lesson: Equipment and Nozzles ...... 2-11 Adding Equipment ...... 2- 12 Modify an Existing P&ID Symbol ...... 2-13 Adding Nozzles ...... 2- 14 Adding Tag Information ...... 2-15 Exercise: Equipment and Nozzles ...... 2-18 Review ...... 2-23

i

Contents

Lesson: Piping ...... 2- 24 Creating Lines ...... 2-25 Attaching Lines to a Component ...... 2-26 Annotating Lines ...... 2-27 Inserting Valves ...... 2-28 Grouping Lines ...... 2-29 Exercise: Place Lines and Inline Components ...... 2-31 Review ...... 2-37 Lesson: Instruments and Instrument Lines ...... 2-38 Adding General Instruments ...... 2-39 Adding Inline Instruments ...... 2- 40 Using Instrumentation Lines ...... 2-42 Exercise: Instruments and Instrument Lines ...... 2-43 Review ...... 2- 47 Lesson: Tagging Concepts ...... 2-48 View Existing Tag Numbers ...... 2-49 Linking Symbols to Multiple Drawings ...... 2-50 Exercise: Add a Tag and Link Multiple Symbols to a Tag ...... 2-53 Review ...... 2-56 Lesson: Annotation Concepts ...... 2-57 About Tag Data ...... 2-58 Annotating a Symbol ...... 2-59 Tag Styles ...... 2- 60 Exercise: Annotate Your P&ID ...... 2-62 Review ...... 2- 65 Lesson: Editing Techniques ...... 2-66 Applying Corners to Lines ...... 2- 66 Linking Lines ...... 2-67 Creating Gaps in Pipe Lines ...... 2-68 Basic Line Editing ...... 2-69 Substitute Symbols ...... 2- 71 Flow Arrow ...... 2-73 Exercise: Modify the Layout of your P&ID ...... 2-74 Review ...... 2-80 Lesson: Data Manager and Reports ...... 2-81 About the Data Manager ...... 2-81 Using the Data Manager ...... 2- 83 Drawing, Project, and Report Data ...... 2-85 Exporting Project Data ...... 2- 86 Importing Project Data ...... 2-88 Filtering Data in the Data Manager ...... 2-89 Exercise: Use Data Manager to Review, Export, and Import Data ...... 2- 91 Review ...... 2-95 ii

Chapter Summary

In this chapter, you learned the skills and knowledge for setting up and administering a plant project. This included tasks like setting up the project file for large projects, controlling the project structure and file location, customizing the data manager, and creating and editing drawing borders to name just a few.

Having completed this chapter, you can: ■ Create a new project and structure it to your needs. ■ Explain how projects are structured in AutoCAD Plant 3D and AutoCAD P&ID and identify where the project files are located. ■ Set up and maintain a project that can be used for larger projects with multiple users. ■ Set up the tagging scheme and place symbols on the correct layer with the desired color. ■ Set up any report or view in the Data Manager and use that set up to export data from the project. ■ Create drawing templates and use data from the project and the drawing in your title block. ■ Create, modify, and convert a spec and create and duplicate components to build your own components. ■ Create a custom isometric set up and add additional information to your drawing when generating the Iso. ■ Troubleshoot issues by recovering drawings and solving error messages. ■ Set up SQL Express for AutoCAD Plant 3D ■ Create and manage the report configuration files that are used to generate reports.

Chapter Summary ■ 5-215

5-216 ■ Chapter 5: Setting up and Administering a Plant Project