AutoCAD P&ID Essential Training: Administrator

Course details

The P&ID software from AutoCAD gives you the ability to create, edit, and validate piping and instrumentation design information with AutoCAD-based editing tools. In this course, learn how to set up, customize, and maintain a piping and instrumentation project with this powerful program. Join Irene Radcliffe as she explains how to create and customize a new project, navigate a standard project structure, and add classes and custom properties to build a project symbol library. Irene also shares how to create custom component tags and annotations, modify existing symbols, and more.

Learning objectives
Accessing data in Project Manager
Reviewing P&ID class definitions
Reviewing drawing properties vs. project properties
Creating a new project
Managing files
Setting up P&ID project paths
Working with custom project properties
Creating custom P&ID symbols, component tags, and animation
Modifying existing symbols
Setting layers, fonts, and linetypes

Concepts

Introduction

Welcome
What you should already know
How to use the exercise files

Get Started

Project Manager overview
Project Setup interface
Understand P&ID class definitions
Understand projSymbolStyle.dwg
Drawing properties vs. project properties

Create a New Project

Create a new out-of-the-box project
Create a new project from a template
Create a duplicate project

File Management

Understand the P&ID folder structure
Rename drawing files
Reorganize DWG files in Windows Explorer
Modify drawing properties

Set Up Your Project

End connections and line settings
Set up P&ID project paths
Configure the file name format
Use drawing templates
Lock project properties

Custom Project Properties

Create a custom project property
Create a custom drawing property
Add a custom field to your title block

Create Custom P&ID Symbols

Review the class hierarchy
Create a new P&ID block and assign a class
Set symbol properties
Understand attachment points and flow dependency
Understand selection lists
Set a default tag format

Create Custom Component Tags

Create a custom equipment tag format
Create a custom pipeline tag format
Set a default custom pipeline tag

Create Custom Annotation

Understand annotation blocks
Modify an existing annotation block
Create a custom annotation block
Set annotation properties

Modify Existing Symbols

Create a new one-off symbol
Make a one-time modification to an existing symbol
Permanently modify an existing symbol
Create two different symbols for a component

Drawing Templates

Understand drawing templates
Set layers, fonts, and linetypes
Add data fields to the title block

Project Tools

Data Validation tool
Audit your project database
Export to AutoCAD

Data Manager

Generate default project reports
Modify default project reports
Create a custom report
Configure import and export settings
Create custom Data Manager views

Report Creator

Explore the user interface
Understand report configuration files
Create custom reports and queries
Edit your report layout

Conclusion

Next steps