visio p&id process · pdf filev-p&id process designer 2016 3 using this tutorial the...

VISIO P&ID Process Designer TUTORIAL

ITANDFACTORY Auf der Krautweide 3265812 Bad Soden

AUGUST 18, 2016

V-P&ID Process Designer 2016 1

Date: August 2016 Visio P&ID Process Designer Author: Arnab Ghosh Copyright © ITandFactory GmbH 2016. All rights reserved.

This work is protected by copyright. All rights are reserved, including those of translation, reprinting, reuse of illustrations and tables, broadcasting, microfilm or reproduction in other ways, and storage in data banks, and extracts. . A reproduction of the work or parts thereof is permitted only within the limits of the statutory provisions of the Copyright Act of the Federal Republic of Germany, in its current version, and permission. Violations are subject to the penalty clauses of the copyright law. This document may not be duplicated either in full or in part in any form whatsoever without the prior written consent of ITandFactory GmbH. Duplication is fundamentally subject to a fee. V-P&ID Process Designer is a registered trademark of ITandFactory GmbH.

2 V-P&ID Process Designer 2016

Index

Using this tutorial ...................................................................................................................................... 3

1 Getting Started with Visio-Piping and Instrumentation Diagram Process Designer......................................................................................................................................................... 4

1.1 Introduction ................................................................................................................................................................ 5 1.2 Understanding the User Interface ..................................................................................................................... 7

2 Managing Projects and Documents ........................................................................................... 10

2.1 Working with Projects ......................................................................................................................................... 11 2.2 Working with Documents .................................................................................................................................. 14

3 Working with Drawings ................................................................................................................. 18

3.1 Creating and Editing Title Blocks .................................................................................................................... 19 3.2 Managing Drawings .............................................................................................................................................. 21 3.3 Customizing Visio User Interface .................................................................................................................... 24

4 Working with Tree and Object Manager .................................................................................. 26

4.1 The VP&ID Tree ...................................................................................................................................................... 27 4.2 The Object Manager .............................................................................................................................................. 33 4.3 Adding Media and Pipe Specifications .......................................................................................................... 39

5 Working with Shapes ..................................................................................................................... 46

5.1 Organising Shapes ................................................................................................................................................. 47 5.2 Handling Shapes in a Drawing ......................................................................................................................... 51 5.3 Inserting Components in a Drawing .............................................................................................................. 55

6 Creating Pipelines and Inserting Valves.................................................................................. 65

6.1 Creating Pipelines .................................................................................................................................................. 66 6.2 Working with valves ............................................................................................................................................. 76

7 Analyzing and Modifying P&ID Objects ................................................................................... 81

7.1 Using the Designation Functions ..................................................................................................................... 82 7.2 Checking Pipeline Consistency ......................................................................................................................... 85 7.3 Working with Measurement and Control .................................................................................................... 86 7.4 Deleting and Editing Objects ............................................................................................................................. 90

8 Working with the Database .......................................................................................................... 93

8.1 Creating a Database .............................................................................................................................................. 94 8.2 Editing Properties of Objects ............................................................................................................................ 96

9 Finalizing the drawing ................................................................................................................... 98

9.1 Managing Designations ....................................................................................................................................... 99 9.2 Managing Documents ....................................................................................................................................... 100

10 Performing Administration Tasks .......................................................................................... 101

10.1 New User Shapes ................................................................................................................................................ 102 10.2 Modifying Title block and Border using New User Shapes ............................................................... 108


Using this tutorial The content of this tutorial contains step-wise tasks which will help you to use a command successfully. You can use a command by replaying the steps in exact same manner. The objective of this tutorial is to familiarize you with all the commands of V-P&ID Process Designer, so that you can reuse the knowledge in your respective projects. The following conventions are used in this tutorial:

Bold Text denote a command name

Italics denote an item on the V-P&ID Process Designer tree or Menu

Numerical list present sequential steps, for e.g. steps in exercise

Alphabetical list present non-sequential bullet points

<Keyboard> buttons to be pressed on the keyboard

[Type] entries that need to be typed

Balloons indicate the location of the step in an image

The additional information is given in notes:

Note: The text in this section is to additional options, or cross-references to other parts of the text. This section may also contain some warnings.


1 Getting Started with Visio-Piping and Instrumentation Diagram Process Designer

Topics to be covered:

Introduction

Understanding the User-Interface

In this lesson you will learn how to start the VP&ID Process Designer and get fa-miliar with the User Interface. You will also learn how to create a P&ID Project Structure.


1.1 Introduction

About Visio P&ID Process Designer (V-P&ID) V-P&ID Process Designer is a low cost offering from IT and Factory GmbH that assists in planning and design of the Process -flow, and Piping & Instrumentation diagrams your plant design. It utilizes the graphic of MS-Visio and uses the object library of V-P&ID. Following are the advantages of using Visio-Piping and Instrumentation Diagram Process Designer:

Easy to learn tool that facilitates quick productivity Allows comprehensible and visual change management Ensures high planning security with rule-based work Maintains the uniqueness of numbering system Automatic structure and hierarchy formation according to standard (e.g. drive is subordinate to

pump)

About Database V-P&ID uses an object-oriented database supported System. These objects are self-contained and can be related with other objects. Hence, the object information is entered only once in the system and are avail-able to the user in all modules. V-P&ID Process Designer being a database supported system has a multiuser and multiple-use capability. This allows multiple users to access the same project database and perform different tasks.

Starting V-P&ID Process Designer Use the following steps to start the V-P&ID Process Designer:

1. Double-click the Visio P&ID Process Designer icon on the desktop. Alternatively you can select Start > Visio P&ID Process Designer.

2. In the Login dialog box, enter the User Name and Password and click Login. The Project and Document Management dialog box appears on the screen.


3. Click Login. The Project and Document Management dialog box appears in the screen with the existing da-tabase and projects in its domain.

If, there are no projects in the current database domain, you need to create a project structure to start a new drawing.

Note:

Opening a Drawing You can open a drawing in V-P&ID Process Designer only from the Project and Document Management dialog box. A drawing appears in V-P&ID Process Designer after it is opened. After closing the drawing, V-

It is advisable not to start V-P&ID Designer by double-clicking the file or using the menu Last opened documents in the Window Start menu


P&ID Process Designer automatically opens the Project and Document Management dialog box. Use the following steps to open a drawing:

1 In the Project and Document Management dialog box, click the [+] icon in tree to open the Project Structure and reach the drawing.

2 Right-click the drawing icon, select Open Drawing from the contextual menu. Alternatively, you can click the Open icon.

1.2 Understanding the User Interface

The user-interface of V-P&ID appears after you open a drawing in the Project and Document Management dialog box.


Visio P&ID Process Designer

Ribbon The ribbon contains all the commands for Visio P&ID Process Designer.

Object Inspector

This command starts the Object Inspector-dialog for the selected object. The Object Inspector shows all properties of the object in a practical way than the Edit command.

Shapes Visio Standard Shapes / V-P&ID Process Designer Shapes. Shapes can be added dynamically.


Following are the ribbons in the V-P&ID Process Designer:

PID File

PID Edit

PID Finalize


2 Managing Projects and Documents


Working with Projects

Working with Documents

In this lesson, you will learn how to create a Project structure in the Project and Document Management dialog box. You will also learn how to create a new draw-ing and document in V-P&ID.


2.1 Working with Projects

V-P&ID Process Designer uses a centralized database management system. The database management system allows you to have a centralized repository of all the documents and avoid ambiguity.

About Project Structure The following are terminologies in a Project Structure:

A. Database Domain and Computer: It is the name of the server on which the database is defined. The database domain and the computer names appear by default as defined by the administrator.

B. Database group: It is the directory to store project databases and projects. You can store multi-ple project databases and also import database files.

C. Project Database: It is a container of projects and document groups in which all objects of a pro-ject are kept. A project database can be exported as a single database file. Every project should have its own database. It is also possible to have several projects under single database. Howev-er, it is not recommended

D. Project: A Project is first object in a database and the topmost level of the project structure. A project contains all the documents and drawings related to a project.

A typical Project Structure appears as shown in the image below:

Creating a Project Structure Use the following steps to create a project structure in the Project and Document Management dialog box:

1 Right-click the Computer icon and select Create New Database Group. In the Create New Database Group dialog box, enter the name as [Energy Plant].


2 Right-click the Database Group icon and select Create New Project Database. In the Request-enter data dialog box, enter the name as [Heat Generation Unit]. You cannot change the name of a database group once entered.

3 Right-click the Project Database icon and select Create New Project.

4 A new project with the name of Project Database will be created under its node.

Note: Importing an Existing Project V-P&ID Process Designer allows you to import an existing project into a database file for rework or refer-ence. You can import a database at the Computer and the Database Group level in a Project Structure.

Right-click the Database Group icon and select Import Database. Select a file with (.db) extension and click Open. The Project will be imported.

A database can be moved between the database groups by drag & drop. You can also organize or reposition the database structure later.


Configuring Views The Configuring Views allows you to configure the Name of the Project, Document Group, Document, etc. as it appears in the Project and Document Management dialog box. It allows you to display only the required information of the specific object which maintains the privacy of the document. Use the following steps to configure the views:

1 Right-click an object from the Project and Document Management dialog box and select Set-tings > Configure Views.

2 In the Modify Table Configuration dialog box, select the Property-groups check box. The list under Columns in the Table is the properties that are displayed.


3 Select a property from the list under Possible Columns and click to add the property. Clear the Property-groups checkbox.

4 Select the Valid for all Objects checkbox.

5 Select a property from the list under Columns in the Table and click to remove the property.

6 Click Save Configuration and click OK.

2.2 Working with Documents

In a Project the drawings, descriptions and reports (lists) are saved in the form of documents. You can create document groups to sort the documents according to their types.

Creating a Document Group Use the following steps to create a document group in a project:

1 Right-click the Project icon and select Document Management > Create New Document Group. The Document Group edit dialog box appears.


2 Enter the document group name in the Work Directory field.

3 Click OK.

4 To create a document group under an existing document group, select a document group from the Superior Document Group dropdown menu.

Note:

Creating Drawings The drawings are created from the standard templates available in V-P&ID. It is advisable to create drawings under a document group, but V-P&ID also gives you the flexibility to create a drawing directly under the project level. Use the following steps to create a drawing:

1 Right-click the Document Group icon and select Document Management > Create New Document > English > CAD-Templates > Visio-PI-Diagram.

2 Enter the drawing name and click OK. The file name and sheet number parameters are automatically managed.

You can insert multiple document groups in a Project. You can also export the document groups in a database by exporting the Project.


3 Right-click the Drawing icon and select Edit CAD Drawing. The Edit CAD Drawing dialog box allows you to modify the object properties of the drawing such as document number, sheet number and description.

Creating Documents A document in a project contains the metadata of the project. A document can be a word document, excel sheet, pdf or an image. You can create word and excel document in and you can import documents of other format. Use the following steps to create a document:

1 Right-click the Document Group icon and select Document Management > Create New Document > English > Other Templates > Word.

2 Enter the drawing name and click OK. The file name and sheet number parameters are automatically managed by.


Importing Documents The additional documents of the project can be imported in the database to maintain uniqueness. The import document function is independent of the document format. A document can be of any format. Use the following steps to import a document in a database:

1 Right-click a Document Group or a Project icon and select Document Management > Create New Document > Import existing documents.

2 Select the document and click Open.

3 In the Create New Document dialog box, select Copy to simply copy the file to the database. You can select Move to copy and erase the original instance of the file. The document appears in the project.

4 Right-click the document and select Edit Document.

5 In the Edit Document dialog box, enter Description for the document.

6 Click OK.


3 Working with Drawings


Creating and Editing Title Blocks

Managing Drawings

Customizing Visio Interface

In this lesson, you will learn how to create and edit a title block in a drawing. You will also learn how to create a new drawing using the Visio ribbon.


3.1 Creating and Editing Title Blocks

After you open a drawing, creating title block is the first task to define the graphic area.

Creating Drawing Border and Title Block Use the following steps:

1. In the PID File ribbon, select Title-Block.

2. In the Prepare Drawing dialog box, select an option in the Border Drawings list to set the drawing size.

3. In the Titleblock Drawings section, select TitleBlock (English) to create the titleblock in Eng-

lish.

4. Click OK to create the titleblock and border.


Editing title block information The title block information is generated from the metadata in database. Use the following steps:

1. Select the title block in drawing.

2. In the PID Edit section of the ribbon, select Edit Objects.

3. In the CAD Drawing Edit dialog box, enter the parameters and click OK.


Note:

Replacing title block To replace a title block follow the same steps used for creating a title block.

3.2 Managing Drawings

In the following topics you will perform tasks to handle the drawings in the Visio interface.

Creating a New Drawing You can create a new drawing in the same document group as of the current open drawing using the

new command in Visio interface. Use the following steps:

1. On the PID File ribbon, select New.

2. In the New Drawing dialog box, enter File Prefix.

It is advisable not to change the drawing name after it is created. Save the drawing at regular intervals to avoid loss in data due to unpredictable reasons.


3. Click OK to create the drawing.

Opening Drawings You can open a drawing using one of the following ways:

A. Open Existing Drawing:

i. On the PID File ribbon, select Open. .

ii. In the VP&ID Open Drawing dialog box, select a drawing and click OK. This option opens all the drawings of the same document group. The Select Drawing Type drop-down menu allows you to filter the list of drawing ac-cording to the available types of the drawings.

B. Open Previous Drawing:

On the PID File ribbon, select Previous. This command opens the previous drawing from the list of drawings.

C. Open Next Drawing:

On the PID File ribbon, select Open Next Drawing. This command opens the next drawing from the list of drawings.


Copying drawings The copying of drawings includes graphics in the drawing and components in the database. You must ensure which superior objects should be integrated in the copy process. The selected objects are then created as independent new components in the database. Superior objects are those that are arranged in the structured view of the database (for e.g. in V-P&ID Process Designer Tree) through the components affected by the current action. A typical superior object is for e.g. a pipeline. Use the following steps:

1. Select File > Save as.

2. Enter a unique file name for the drawing and click OK.

Switching Projects in V-P&ID Process Designer In the PID File of the ribbon, select Change Project.

The Project and Document Management dialog box appears.


3.3 Customizing Visio User Interface

You can customize the drawing using the commands from the View section in the ribbon.

Customizing the Drawing Area Following are the commands of Visio that will help you to customize the drawing area:

Tools Description Note

Ruler Shows/hides the ruler on the top and on left

Grid Shows/hides grid on the drawing sheet Work only on the grid

Guiding lines Shows/hides guiding line With this, the objects that stick to the guiding lines can be moved completely

Connection points Shows/hides the connection points

Connection points are connec-tion and insert points for Visio / V-P&ID Process Designer Objects

Move and zoom Shows/hides the overview window Helps in zooming on large drawings

Dynamic grid Activates/deactivates the dynamic grid For working with PID-Designer, the dynamic grid must remain deactivated.


About Snap and Glue The Snap and Glue command is advanced settings for the Visual support group. You can activate the Snap and Glue dialog box by clicking the icon as shown in the image.

In order to align or insert symbols to pipelines in Visio, Select the Snap and Glue checkboxes.

In the Advanced tab, you can define the Strength. You can choose the strength of a symbol on the grid. The value of withdrawal force on Grid should be set to 20 pixels.


4 Working with Tree and Object Manager


The Tree

The Object Manager

Creating Media

In this lesson, you will learn to use the two most important tools in V-P&ID Process Designer, the Tree and the Object Manager. You will also learn to perform some tasks in these tools.


4.1 The VP&ID Tree

The VP&ID Tree displays a view of objects and drawings in the database. The VP&ID Tree structure shows the links of objects one below the other. Each object is represented through a small symbol. Next to the symbol, an additional line shows the properties of the object. You will get an overview in a VP&ID Tree and/or tabular structure. The view can be set individually. Several views are already included by default.


Terminologies in VP&ID Tree

Name of function Symbol

Open new VP&ID Tree dialog (apart from selected object)

Select structured view

Open Object Inspector

Open Object Manager, for inserting objects

Open Object Manager, for inserting multiple objects

Opens Objects Search Dialog

Show all sub ordered objects, so that you can control, whether the sub ordered objects should be shown in the table

Opens Online Help

Edit structure view opens a dialog

Alphanumeric arrangement: whereby you can control, whether the building structure should be arranged.

Show normal structured view

Shows reverse structured view

Show next level, apart from selected object

Hide current level, apart from selected objects

Opens the next level of a structured view, apart from Start Object

Show selected object in Visio P&ID-Designer

Import csv files, which were generated before with V-P&ID Process Designer

Merge objects. This command is directly available in Visio

Configuring Views in VP&ID Tree The VP&ID Tree includes different components like pipelines, valves, etc. along with the drawings. VP&ID Tree reflects organization of all components in a database in graphical form Using the Structured Views While editing a project, the scope of the components displayed in the VP&ID Tree is increased. The struc-tured view of VP&ID Tree filters different components and displays only the required components. The important structured views in VP&ID are as follows:

All documents Plant Structure in details Measuring Points Media and Pipe Specifications Plants and Processes Vessels and Nozzles


All Documents

The Objects that are open in the current drawing are displayed in black and in bold letters.

The last views selected (max. 8 parts) are displayed at the top in a list as history.

Verifying Objects in the VP&ID Tree The objects list in the project mode of VP&ID Tree contains objects of the entire project. You can verify whether an object is graphically placed on a drawing using the following ways:

1. The objects that are displayed in bold font are placed in the current drawing. The objects in

regular fonts are either not available in the loaded drawing or maybe positioned in another drawing.

This can be controlled with the help of preview graphic at the bottom of the dialog. This graphic is however only shown, if the table is disabled in.

2. It is easy to identify a graphically or non-graphically designed object with highlight. For this, mark the object in VP&ID Tree and press the highlight button. If the object is designed graphical-ly, then the drawing is opened and the object is zoomed. If the object is still not designed, then the

following message is shown:


Edit Structured View In order to add one of the object classes to be displayed in the selected structured view, mark the class and move it with > key upwards right in the area Underneath Project. A detailed description of all func-

tions is given in the Program help.

Sort Structured View Alphanumerically The content of the VP&ID Tree can be sorted alphanumerically and displayed. The objects in VP&ID Tree

by default are sorted as per sequence of insertion.


Searching for Object

The Search in VP&ID Tree is used to search objects in the VP&ID Tree. In the Search for tab, type the search string and click Search. The corresponding object in VP&ID Tree is highlighted in light grey.

You can further narrow the search by selecting the Property Search check box and entering the Object Class and selecting the Property of the object.

Note:

Normal Structured View

The Normal Structured View displays the original structure of the Project as it was created.

If the object is not found in the search function, for which you know that it should have been available, then the structured view should be changed. The Objects that are not added in TREE cannot be found.


Reversed Structured view

The Reversed Structured View shows the parent objects including converter.

Expand VP&ID Tree structure

A Expand to next level

B Collapse current level

C Expand next level for all objects in VP&ID Tree

These three buttons allow you to expand and collapse the levels in the VP&ID Tree. You can also click the [+] icon in the VP&ID Tree to expand the VP&ID Tree.

Note:

Highlight Object The Highlight Object command graphically zooms and flashes the object in different colours.

Click once to stop the flashing of object in multiple colours.

Import Data from Microsoft Excel The Excel file is written in *.csv – format and has to be exported from beforehand, so that DB-Object ID (P_loid) is known. Technical data is edited in this file via the external application Excel. This addition can

be written in the object properties, when the import is terminated successfully.

Note:

Display of different levels is always dependent on which view is set. Furthermore, it is im-portant to know that the display of the levels also changes when another object is marked.

A complete description of export and import options can be found in the program help.


4.2 The Object Manager

The Object Manager contains a library of standard symbol, for e.g. valves, vessels, and heat exchangers, etc. You can modify the symbols or use the default symbols available in the library. The objects visible in the Object Manager are classified in the libraries and can be placed in a drawing from the object manager.

Select the Insert with Object Manager icon ( ) to open the VP&ID Tree. Terminologies in the Object Manager The terminologies used in object manager are as follows:

Terminologies in Object Manager Description Symbol

Adding or removing disciplines: For selecting the listed disciplines in VP&ID Tree-Structure Navigate back: Jumps between the last two selected disciplines, libraries, object classes and/or objects.

One level higher: Navigate one level higher. Jump one level up from the present position. Object -> Library -> Object class -> Discipline.

Search Object: Opens the window Object search. Previous object: Jumps to the previous object in the search result.

Next object: Jumps to the next object in the search result.

Shows the current search result and the number of objects found in the object search.

Object properties: Opens the Object Editor at the current object. Show all graphic representations: Opens a separate window, in which all graphic variants of the selected object are shown.


Create new default object: Create a new default object as a copy of the current object in the cur-rent library.

Delete selected default object: Deletes the selected default object Update: All libraries and its symbols are completely updated – Acceptance of the newly created symbols

Import default objects: Import default objects from the saved *.DEF-files. Save default objects in *.DEF-files: Saves all objects in V-P&ID Process Designer Object Manager as text files (*.DEF) in the library folders.

Create new library: Creates a new library and accepts the marked template objects

Rename library: Renames current library

Delete current library: Deletes current library including all objects in it. Activate or deactivate V-P&ID Process Designer Object Inspector: Turns the V-P&ID Process De-signer Object Inspector on or off

V-P&ID Process Designer Table: Opens the table in the lower part of the Object Manager Launch V-P&ID Process Designer Help. Here, the important functions and commands are ex-plained in detail

Insertion and editing properties: Insert selected object(s) with editing options in object properties

Insert without dialog: Insert selected object(s) without editing option in the object properties

Abort: With abort, discard your entries and exit the Object Manager.

Filtering Objects in Object Manager The objects displayed in the All Discipline tab can be manipulated by using the following options:

A. Show/Hide Discipline : In the Select Disciplines dialog box, select the disciplines relevant to your current project. The All Discipline tab will display the objects in the selected discipline only. In this module, you will mostly use the Plant Design discipline.

B. Automatic filtering of object types : This command displays the objects that are marked as favorite in the Object Manager. Automati-cally marks the previous used object as favourite.

Selecting a Graphic Representation A Graphic representation is the Object symbol that is displayed in the Object display area. Object Manag-er allows you to filter and view the symbols before selecting it for a drawing. A Objects contains multiple graphic representations, and it is displayed depending on the drawing type.


Use the following steps to customize the graphic representation:

1 In the Graphic Representation area of the Object Manager, select Display as P&I Diagram.

2 Select the graphic key as Symbol. The graphic representation will be blank if the graphic key of certain object is not available for specific drawing type.

3 In the Standard dropdown list, select ANSI.

4 Select a graphic representation from the Object Display area. 5 In the All graphical Representation area, select a graphical representation.

6 Check the Object Description.

Exception in Use of the Object Manager If the VP&ID Tree was opened in Object Manager, and an object is selected for inserting without dialog, the Object Manager closes automatically (if the function Insert with dialog is selected, then the Object editor is shown and the parameter can be changed). Back on the VP&ID Tree surface, it is now possible to insert the selected object at the desired position in the structure with LMB. The insertion dialog is closed with a right-click. Whether an object can be inserted at the selected position or not, can be known from the two symbols on the cursor: Insertion allowed Insertion not allowed

The process, which hangs on the cursor, can be set directly on the project object.

On the contrary, it cannot be se set in a document group.

Note:

It may occur that the objects are not visible in the TREE even after inserting them. In this case, the selected structured view does not support the inserted object. The view Terminal strip does not show any relays/breakers. The view Cabinet details will show it.


Editing Object Properties

Object Manager allows you to edit properties of an object using the Object Properties ( ) command. Select an object and click the Object properties button to view the Object edit dialog box.

Working with the Graphical Representations You can view and create the graphical representation variants of an object using the

Display all graphical Representations command.


Creating Libraries You can create a library with user created template objects and standard objects available in the existing library. A library will contain objects from a single object class. Use the following steps to create a library:

1 Select an object from an object class to create a new library using the same object.

2 Select the Create new Library command in Object Manager.

3 In the Create new Library dialog box enter the name of the library and click OK.


4 A new user library is enlisted under the Object class.

5 Select the created User Library 1 and,

a. Select the Rename Library command to rename the library.

b. Select the Delete Library command to delete the library.

Creating New Default Object in Object Manager The Object Manager allows you to create a copy of the existing objects in the current library as a default object. You can modify this object to project requirements and keep the original object intact in the cata-log. This object is automatically saved in the library.

To create a default object, select an object in the Object Manager and click create a new object ( ).

The newly created default object contains the same properties as the reference object. Right-click the object, select Edit Object to modify the object properties.

About Object Inspector The Object Inspector shows the properties for selected object selected in the Object Manager.

Select the Object Inspector On/Off icon ( ) to open the dialog box. Following are the terminologies used in Object Inspector:


Search : Allows you to search for a certain attribute name in Object Inspector.

Filter On/Off : Allows you to view the property sheets that are selected in Filter Settings.

Filter Settings : Allows you to select the property sheets for display.

Inserting Objects from Object Manager After selecting an object, you can insert the object using the following two methods:

1 Inserting and editing properties : Click the Insertion and Editing Properties button. The Object Edit dialog box appears. Enter the object properties and Click OK to insert the object.

2 Inserting without dialog : Click the Insert without Dialog button to insert the object with the default properties. You can modify the object properties by editing the object in the VP&ID Tree.

Note:

4.3 Adding Media and Pipe Specifications

In the VP&ID Tree you can add Media and Pipe Specification in a project using the Object Manager. The added Media and Pipe Specification is assigned to the pipelines in the project. You can add the media and pipe specifications to a project at any stage of the project.

Adding Media Using the Project Wizard The Project Wizard dialog box allows you to define and modify the graphical properties of the media in a project. Use the following steps to create a new media or change existing in the Project Wizard dialog box:

1. On the PID File tab, in the Settings section, select Project Wizard. The Project Wizard dialog box appears on the screen. It shows existing media and their graph-ical properties.

Right-click the mouse pointer to cancel the object insertion.


2. Click New, to create a new media.

3. In the Description tab, enter the media name.

4. In the Colour dropdown menu, select the media colour.

5. In the Linetype dropdown menu, select the line type for media representation.

6. In the Linewidth dropdown menu, select the line width for media representation.

7. Click Change to save the changes for existing media and create new media. Only as selected marked media are changed or created. Selection marker is automatically set for new media or af-ter changing a property of existing media. It can also activated or deactivated manually.

Note:

Adding a Media Use the following steps:

1 In the VP&ID Tree, configure the view to Media and Pipe Specifications.

2 Select the command Insert with Object Manager, open the object class Plant Design > Media.

3 In the Object Manager, select Insertion and editing properties .

The new media is automatically listed in the pipe specification object.


4 In the Edit Medium dialog box, enter the parameters as shown in the image.

Click OK.

5 In the VP&ID Tree, click once on the project node to add the media under it. Right-click once to end the command.

Creating a Media In the Object Manager, you can create a new object to be added in the Project. Use the following steps:

1. In the Object Manager, open the Object Class Media select the object and select Create new de-fault object.


2. Right-click the new created object and select Edit Media.

3. In the Edit Medium dialog box, enter the parameters as shown in the image.


4. Click OK.

5. In the same manner, create other media listed in the following table

Name Media number Chem. Formula Aggregation state Colour Water H2O H2O Liquid Blue Carbon dioxide CO2 CO2 Gas Green Sparkling mineral water

SP CO2+H2O Liquid Yellow

Cold sparkling mineral water

GSP CO2+H2O+Eis Liquid Cyan

Mineral water MW H2O-Min Liquid Magenta Cooling agent Glycol COOH Liquid Red

Assigning a Pipe Class Pipe classes are a combination of components, which are similar in certain properties. In this way, a com-bination can include most different components with regard to a certain material, a specified pressure rating or a manufacturer. Alternative names, such as material class or specification also apply. Use the followings steps:

1 In the Object Manager and open the object class Plant Design > Pipe class/specification.


2 Click Insert without dialog and insert the Pipe Specification below each medium. The media is a placeholder, so that a pipe class and a catalog can be assigned to the medium. This is important for the transition to 3-dimensional design.

Attaching Catalog item to a Pipe class Use the following steps:

1 In the VP&ID Tree, right-click a Pipe Specification and select Catalog > Attach Catalog Item.


2 In the Article Selection dialog box, select a Pipe Class from the list and Click OK.

3 Similarly, select pipe class for all other Pipe Specifications in the VP&ID Tree.


5 Working with Shapes


Organizing Shapes

Handling Shapes in a Drawing

Inserting Components in Drawing

In this lesson, you will learn how to organize the Shapes dialog box to make is comfortable to use. You will learn how to insert a shape in the drawing and create a drawing with several components.


5.1 Organising Shapes

In V-P&ID Process Designer, symbols are called shapes. These are combined and available in Stencil. All V-P&ID Process Designer shapes are linked with connection points and an object model so that these shapes act differently than pure Visio Shapes.

Organising the Shapes dialog box The Shapes dialog box contains default Visio shapes and V-P&ID shapes. It appears by default after you open V-P&ID.

You can organize the Shapes dialog box as follows:

1. Right-click a Stencil and select View > Icons Only.


2. Right click a Stencil and select Edit Stencil. This allows you to modify the shapes in the Stencil.


Organising V-P&ID Stencil Groups Shapes are compiled and saved into Stencil groups using the Stencil dialog box. The active stencil groups are displayed in the Shapes dialog box. You can choose to display only the required stencil group that is to be used for the current drawing.

Use the following steps to organize shapes:

1. In the PID File section of the ribbon, select Stencil Settings.

2. In the Stencil dialog box, select a PID and Click Options.


3. In Group Stencil dialog box, shapes can be compiled into groups. You can edit the available groups or create a new group. Select PID and select Edit.

4. In the Stencil Settings dialog box, a. Enter the Group Name as PID. b. Select the Drawing Unit as Imperial.

c. Select a stencil in the Available Stencils and Click to add it in the Selected Stencils. The stencils listed below Selected Stencils will be available in the Shapes dialog box.

d. Click OK.


5. Ensure that you have added the following stencils in the PID stencil group. a. V-P&ID Process Designer -3WayValve.vss, b. V-P&ID Process Designer -Agitator.vss, c. V-P&ID Process Designer -AngleValve.vss, d. V-P&ID Process Designer -Compensator.vss, e. V-P&ID Process Designer -Compressor.vss, f. V-P&ID Process Designer -DirtCap.vss, g. V-P&ID Process Designer -HeatExchangers.vss, h. V-P&ID Process Designer -MiscEquipment.vss, i. V-P&ID Process Designer -Nozzles.vss, j. V-P&ID Process Designer -PipeLine.vss, k. V-P&ID Process Designer -Pump.vss, l. V-P&ID Process Designer -Reducer.vss, m. V-P&ID Process Designer -StraightValve.vss, n. V-P&ID Process Designer -Vessel.vss

6. Click OK in the Stencils dialog box to activate the group.

5.2 Handling Shapes in a Drawing

In this section, you will learn how to place a shape in a drawing. You will also learn how to perform trans-formation operations on these shapes.

Placing Shapes in a Drawing Use the following steps:

1. In the Tank stencil, select Vessel_1 and drag the shape in the drawing. Release the mouse-button to place the shape in the drawing. The Edit Vessel dialog box appears.


2. In the Edit Vessel dialog, enter the name of the Vessel.

3. Click OK.


Scaling individual Shapes (Symbols) Use the following steps:

1. In the PID Edit section of the ribbon, select Scale Objects.

Alternatively, you can right-click the object and select Scale Vessel.

2. In the Scale Block dialog box, enter the following parameters: a. X: 5 b. Y: 5 c. Select the Rotate checkbox and enter 90.

3. Click OK. In addition to scaling, it is possible to scale certain symbols by dragging the shape box.


Applying Recommended Setting The sub-objects should be automatically added while inserting the super-object. For e.g. while placing a pump the sub-object motor should also be placed automatically. You have a choice to place the sub-object below or above the super-object while inserting. Use the following steps:

1. In the PID File section of the ribbon, select Common Settings.

2. Select the Place sub object (check) or below (uncheck) super object checkbox to place the sub-object above the super-object. Uncheck the box to place it below the super-object.


5.3 Inserting Components in a Drawing

In this section, you will insert the components as shown in the drawing.

Inserting Resizable objects: Vessel This mixture of water and carbon dioxide takes place in a vessel with agitator. Since the vessel takes a central role in these cases, it should be placed first. Use the following steps:

1 Select and drag Vessel_1 in the drawing.


2 In the Edit Vessel dialog box, enter the Function Text as Mixing Chamber. Click OK.

3. Right-click the Vessel_1 shape and select Edit Scale. Enter the scale as X: 5 and Y: 5. Click OK.

Inserting Objects with Components: Pumps Use the following steps:

1 Select and drag Pump_1 in the drawing.


2 In the Edit Pump dialog box, enter the parameters as shown in the image and click OK.

3 In the next step, position the pumps including motor. The motor is a component assigned to pump.


4 In absence of a pipeline the motor must be rotated manually. To rotate the Pump with Motor, select the pump along with the motor. Select and drag the Center of Rotation to shift it.

5 Select and drag the pivot to rotate the group.


6 Arrange the Pump_1 group as shown in the image. To rotate the text, select Rotate Text in the Home section of the ribbon. To rotate the graphic use the pivot handles.

7. Add 2 pumps in the drawing as shown in the image.

Creating Leaders While placing any object the leaders can be added in a drawing for placing reference.

Select the ruler in the drawing and drag it to create Leaders.


In order to have both pumps at the same height, you can now also place a horizontal leader through the already placed pump.

Vessel equipment A glance at the image shows that nozzles, manway and agitator must be added to the vessel Complete the vessel as shown in the image Use the objects from the following stencil groups:

1. Agitator > Screw Type Agitator 2. Connecting piece > Nozzle 3. Manway > manway_1

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Establishing and Checking Allocations After positioning the nozzles, the allocation of nozzle to the vessel should be checked. For this, use the “Edit objects” (either via the same-name button in “Edit PID – Edit objects” ribbon or right-click the object to be edited and select “Edit object...” in context menu). Open the object dialog of the vessel and then go to the structure view. Under the vessel, the allocated equipment objects to be allocated will appear.

In the following image, you can identify that some nozzles are assigned to the vessel, others are not, like the agitator or the man-way.


Now to determine, which of the nozzles are assigned to the vessel, you can check using the Highlight func-tion:

With the help of the flashing objects, you can easily find which nozzle must still be assigned to the vessel. This allocation can be done in different ways. A simple variant is to work with the “Link Objects” command


For this purpose, another window is opened.

In this, select the checkbox “Select from graphic”. Then, select one of the nozzles or agitator or manway which is not assigned. With a click on “OK“, select the subsequent object, which should assign the previ-ously selected object, here, the vessel. Then, click on the “Link” button. Later, to check whether all objects have now been arranged under the vessel, you can follow the above described steps. So much for P&ID MIXTURE. The FILLING is left. Create or go to the already defined diagram and com-plete this as per below image.


6 Creating Pipelines and Inserting Valves


Creating Pipelines

Working with Valves

In this lesson, you will learn how to create and modify pipelines in a drawing. You will also learn how to insert a valve in a pipeline and perform modifications on the inserted valves.


6.1 Creating Pipelines

Different pipelines shapes are available, so that you can represent the desired pipeline process quickly and effectively.

Inserting and Editing a new pipeline Use the following steps:

1 Select and drag Line 2 in the drawing.

2 In the Pipeline Specification dialog box, select the options as shown in the image and click OK.


Description of the options in the Pipe Specifications dialog box.

3 You can resize and relocate the pipeline by dragging green control points. By simultaneously pressing the SHIFT-button, a branch is drawn in the pipeline process.

Function Description Note

Media Select media that is already defined in the project.

Pipeline specification Select pipe class that is already defined and placed below the media

If Pipe Specification cata-log is not added, work with standard nominal sizes.

Nominal Bore The required size can be selected from the available nominal sizes

Only the nominal sizes that are in Pipe Specifica-tion are available or the V-P&ID Process Designer nominal size table is displayed from the object model

Logical plant An already defined logical plant can be select-ed

Insert Independent Pipe Run

Pipelines are inserted as pipe runs which are considered as internal pipeline.

Connect to existing pipeline

Pipe runs are added to the already existing pipelines, the line number and nominal sizes are taken.

Add automatically to selected pipeline

V-P&ID Process Designer allocates the pipe runs automatically to the pipeline. The object name of the pipeline is comprised of pipeline and media name. The line number is assigned automatically.


Drawing a Pipeline Use the following steps:

1 In the PID Edit section of the ribbon, select Draw Pipeline.

2 In the SELECT PIPELINE SPECS dialog box, select the parameters as shown in the image.

3 Click a connection point on motor to create the pipeline start point.

4 Drag and drop the mouse-pointer to the second connection point on the Tank_1.


5 Resize and relocate the pipeline using the control points as shown in the image.

Continuing an Existing Pipelines You can continue a pipeline by dragging the control points.

You can add extra length of pipeline using Line 7 and Line 8 from the shapes. Drag the pipeline to be added over the existing pipeline, drop the pipeline when the connection point turns green.


Creating a Bypass in Pipeline Use the following steps:

1 Select and drag Line_3. 2 Drop the pipeline on an existing pipeline to connect the lines.

3 Select the specifications for the pipeline as shown in the image.

4 Drag and drop the second connection point on the existing pipeline.


Deleting a Pipeline Select the pipeline to delete and press the <Delete> button in keyboard.

Activating the Flow Direction Arrow in Pipelines

Task Name of function Symbol

Display flow direction Symbol Show flow direction ar-row [Common drawing commands]

Switch Off flow direction Symbol

Hide flow direction arrow [Common drawing com-mands]

To show/hide flow direction arrows on the lines, mark the lines. You can mark this individually or com-pletely. In the example, all lines were marked, V-P&ID Process Designer automatically sets a flow direction arrow to each connection point.


Changing the Flow Direction in Pipelines

Task Name of function Symbol

Flow direction should be changed Change flow direction [Common drawing commands]

Use the following steps:

1. Select a circuit with components to change its flow direction.

2. Click the Change flow direction command.

You can manually change directions of the components that are not modified.


Changing nominal sizes of an already planned pipeline Use the following steps:

1. In the PID Edit section of the ribbon, select Change Nominal Size. The Change Nominal Size dialog box appears.

2. Select an object in the circuit and click the Object Select button. Select the objects as shown in the image.

3. Click the Search Way button. This will list the different possible ways of pipelines between the two components.


4. In the Ways Found dropdown, select a pipeline way. Click the highlight icon to highlight the pipe-line in the drawing.

5. Select a Nominal Size and click OK.


In P&ID Filling, now the pipelines RL003 to RL006 must be drawn separately, as shown below.

P&I diagram FILLING; Pipelines with description


6.2 Working with valves

Valves are saved in the Fitting template in Visio P&ID Process Designer. If actuators are be available as individual object so that these can be displayed in reports, then the actua-tors have to be placed as individual object. V-P&ID Process Designer provides 4 types of Fitting object class:

1. Fitting (Corner) 2. Fitting (Four-way) 3. Fitting (Straight) 4. Fitting (Three-way)

Inserting Valve in a Pipeline Use the following steps:

1. In the Fitting object class, select a valve and drag it on the drawing.

2. Drag the valve on a pipeline, place on the pipeline until the red connection point appears and drop the valve.

3. In the Edit Valve dialog box, enter the information as shown in the image and click OK.


Moving Valve on the Pipeline To move a valve on a pipeline, select and drag the valve. Press and hold the SHIFT key to move the valve orthogonally.

Moving Valve out of the Piping Route To move a valve out of the piping route, press right and left mouse buttons simultaneously and drag the valve.

Deleting Valve from the Pipeline Select the valve, which you want to delete and in the press DEL key. In the Delete Objects dialog box, select and option and click OK.


Moving a Valve Label All objects have 2 labelling attributes by default, which can be moved. To move labelling, select the object, on which the labelling is to be moved, at the yellow point (1), select and drag the labelling at the desired position.

Attaching an Drives on the Valve You will need to attach a drive to the valves without actuators. The drives are available in the Drive ob-ject class.


To attach an actuator, select and drag an actuator on the valve, wait for the connection point to appear and drop it.

The actuator is not automatically subordinated by a valve. You have to do this manually. You will find more instruction about the topic “Check/establish link” in this chapter.


Placing the in-line valves as described above:

Image: P&I Diagram MIXTURE with valves


7 Analyzing and Modifying P&ID Objects


Using the Designation Function

Checking Pipeline Consistency

Working with Measurement and

Control

Deleting and Editing Objects

In this lesson, you will learn how to add a designation to the objects and add measurement and control symbols in a drawing. You will also learn how to check consistency of a pipeline.


7.1 Using the Designation Functions

Designating Pipelines Use the following steps:

1. Select a pipe run to add a designation. In the PID Edit section of the ribbon, select Designation.

The Object Designation dialog box appears on the screen.

2. In this example, the properties available for designation of the piperun is listed in the Properties tab.


3. Select the Selection of Parent Object icon to select a parent object of the piperun to display its properties tab.

4. In the Selection of parent objects dialog box, select Pipeline for Media and click OK.

In the Properties tab, you will see the object designations for Pipeline.


Configuring a Designation For our example, the following configurations of the designation should be made:

Device tag Medium Nominal size

Search each of these in the attributes and double-click on them with LMB. After adding each attribute, click on the button “New line“, so that the next attribute is listed in a new line.

For using this configuration for future designations, wherein the pipeline should again be designated with the attribute selection created just now. This designation configuration should be saved. Here, select the button “Extend >>” and enter a name in the “Master Name” or accept the name entered there. Before that, define a suitable text size.


Then, click on “Insert” and the text is inserted in the drawing. Since this text was definitely not placed on the right place, you can move the text to the desired place. The saved configuration is now given in a new stencil “V-P&ID Process Designer User Designation. To designate other pipelines, mark this and then, keeping LMB pressed, drag this new shape to the place, where you would like the designation to be shown.

7.2 Checking Pipeline Consistency

With the V-P&ID Process Designer Consistency checker, the pipelines and its fittings are checked at dif-ferent values. With the consistency check, common properties (attribute values) of pipeline objects are checked – e.g. nominal size. The attribute values, which should be checked, can be defined in a configuration file (\\Config\German\Common\cmn_chk.cck). You can start the consistency check from the ribbon PID Settings/Tools > Consistency check.


Now conduct the following steps for the consistency check.

1. Select the start object on the pipeline in the drawing for analysis and then click on the arrow-button.

2. Select the end object on the pipeline for analysis and then click on the arrow-button. 3. Then, click on “route lookup”. As a result, a number of valid routes possible between the selected

start and end object are displayed in the “found routes” field. If no valid route is possible between the selected objects, then you cannot proceed further. This means that the selected objects do not lie on the same pipeline.

4. Select the end object on the pipeline in the drawing for the analysis and then click on the arrow-button.

5. Then select the criteria for the analysis and click on “Check”. In the result list, the possible vari-ances are shown according to the selected criteria for objects, which combine the two selected objects.

6. You can select any series in the result list and the inconsistent objects are made visible graphical-ly via the Highlight button.

7.3 Working with Measurement and Control

Following stencils should be added for the measuring points: 1. Measuring Points 2. Effect Lines

About Measuring Points No plant can be operated without measuring points; these provide the information required for regula-tion. Measuring points can be provided in different definitions. Within the scope of this example, we need: 1. LIC (Level Indicator Controller) 2. SC (Speed Controller) 3. PI (Pressure Indicator) 4. FI (Flow Indicator) 5. TIC (Temperature Indicator Controller)


Measuring points are basically allocated to signal lines, which can be drawn similar to the drive shaft of pumps.

Image: Basic structure of a measuring point

Select a measuring point and place this, as shown in Image: P&ID Mixture with measuring points and Image: P&ID FILLING with measuring points.

Image: P&ID Mixture with measuring points


Exchanging Graphic Representation For a valve, the graphic must be exchanged. In the coolant pipe P024, there is currently a normal straight valve. We want to exchange this by a valve with actuator:

Here, mark the object and then click on:

The V-P&ID Process Designer Object Manager opens with a selection. Then, select the new symbol:


Editing the data fields In order to determine that the measuring point is between N01 and N05, open the object dialog with a right-click. Enter LIC in automation code. The remaining measuring points are Speed Controller and/or Pressure Indicator.

About Signal line, Effect lines Signal lines transport measurable physical sizes, like for e.g. temperature or pressure to a measuring point. Effect lines transport variables to actuators, such as speed sensors. At present, only effect lines are supported in V-P&ID Process Designer PID for Visio ®.

Image: P&ID FILLING with measuring points


7.4 Deleting and Editing Objects

Deleting Objects To delete an object, select the object and press <Del> button.

In the Delete Object(s) dialog box:

Select the Delete only Graphic(s) checkbox, to delete graphical representations from of the ob-ject. The object is not deleted from the database using this option. You can reuse these objects us-ing the Synchronise drawing command.

If more subordinate objects (e.g. nozzles of a vessel) or Empty superior objects (e.g. a pipeline after deleting the last pipeline route) are to be deleted,

then activate the corresponding control boxes and select the components to be deleted in the following table (marking is done similar to the procedure in the standard office applications).

Alternatively, you can go to V-P&ID Tree, where objects to be deleted are marked and these can be delet-ed using <Del>-key or the corresponding entry in the context menu from the database as well as from the drawing.


Copying Objects Select and drag an object to move the object to the desired position. If you keep the “Shift-key” pressed while moving, the object will be moved only orthogonally, the hori-zontal / vertical position is retained.

If you keep the “Ctrl-key” pressed while moving multiple objects (Parent and childs), the object is copied and V-P&ID Process Designer copies the object, whereby the tag number is incremented by 1. In the Copy Objects dialog box:

Copy subordinate objects: If such an object is available, then while marking the checkbox, a window opens with the selection of objects to be copied.

Copy superior objects: Only when this checkmark is set, the option “only directly superior” acti-

vates. If the superior objects are available, then a window for selection opens.

Optional: The other checkmarks can be set as per need. Basically, the available marking can be accepted.


Image: Copy objects

Image: P&ID MIXTURE with copied mixing tank


8 Working with the Database


Creating a Database

Editing Properties of Objects

In this lesson, you will learn how to create a database and components in the da-tabase. You will also learn how to edit multiple and individual objects in the Project and Document Management dialog box.


8.1 Creating a Database

Representation of tagging system Every object has the properties Code character and Counter in the 101-DIN tab. These can be edited freely (black text). The (calculated) tag number (blue text) is composed from this, which is used in many object definitions for tagging.

Tab 101-DIN; code character, counter and tagging number

It behaves exactly the same way with plant tags, which comprises of several components. There are still many more attributes, which are formed in a similar way, e.g. in 300-Spec data or 700-Price tab.

Creating a plant structure Every process engineering plant can be classified into components. For this purpose, V-P&ID Process Designer offers the user a special object, the logical plant, so-called KKS-function group is similarly available for the power station construction. The primary task of such a plant is structuring of database as well as drawing. There is a necessity of defining an additional logical plant. Within this logical plant, all the components of P&I Diagram combination are organised. The logical plant is graphically represented in the form of a dashed line. The shapes for a logical plant can be found in the Master Shape V-P&ID Process Designer -Logical Plant:

Note:

Logical plants can be cascaded (nested). However, only the subordinated logical plants are gen-erally drawn in a drawing. The superior object also appears in the database thereby, but not in the drawing.


Creating Logical Plants Go to V-P&ID Tree and set the view to ‘All Structures’. With the help of Object Manager, insert two logical plants directly under the project:

The first is Mixture, which should get the plant tag M01 The second is Mixing tank, represented with MT01, which merges

the components represented in the Mixing tank plant MT01 with it-self.

Assigning Components Although you can also assign in VP&ID Tree, we shall first close this once.

1. Back to the drawing surface, use the button “Link objects” (chain symbol)

2. Select the components of the mixing tank (from graphic) represented in the Mixing tank plant MT01

3. Now assign this to the new logical plant from the list. Go to V-P&ID Tree and check the assignment. Using drag & drop, the MIXING TANK can be subordinated to the MIXTURE (select “Assign” in dialog). Check the plant tagging. Mixing tank plant MT01 (graphic representation). Assigning Graphic Object Individual boundaries are requested for the logical plants COOLING and FILLING. Draw the boundaries for the time being with any flat element of Visio normal drawing function. Then, the components drawn within the polyline are assigned with the “Assign graphic object” button of the existing logical plant using the graphic assignment.


Removing link In some cases, it is necessary that the existing links are reversed. For this, go to V-P&ID Process Designer -VP&ID Tree and open the context menu of the subordinate objects, which should be removed from the link. Right click and select Extras > Remove link > Object.

Thereafter, the ‘released’ components are available for further use in the project without assignment.

8.2 Editing Properties of Objects

Edit Individual Properties Basically, every object can be edited at any time, either within the VP&ID TREE-Structure or in the draw-ing, in its properties. It can be edited in object dialog (using right-click) or started using the “Edit object” button from the “Common object commands”.

Edit multiple properties You can edit one or more objects with the “Edit objects” button. If you select only one object, the object dialog appears, in which you can edit all properties. If you select multiple objects, a table appears, in which the components can be executed in the order of selection. After closing the dialog, please activate “Update objects“, such that the changes are undertaken in the drawing.

About the Object Inspector For activating Object Inspector, press the button


The Object Inspector shows all properties of the object in a separate dialog. In order to display the information about the next ob-ject, move the cursor over the corresponding represen-tation and click on this.

V-P&ID Process Designer Object Inspector

The property search enables searching for a certain attribute name in Object Inspector. This functionality is extremely helpful for long property list. Thus, it does not matter whether the internal identifier or the dis-play name is searched (e.g. “counter” or “TCOUNTER“). If you turn the filter on, you can determine from the filter setting, which tab should be shown in Object Inspector.


9 Finalizing the drawing


Managing Designations

Managing Documents

In this lesson, you will learn how to create Designations Masks and Cross-reference in a drawing. You will also learn how to perform revisions on a drawing.


9.1 Managing Designations

Designating object with designation masks

This command allows you to designate objects with blocks. In standard schemas, these are mostly set in the bottom left area. After the command is run, the V-P&ID Process Designer-Object Manager is opened.

Creating Cross-references

Cross-references can be combined amongst others to link the “loose ends” of pipelines with each other, which run over several drawings. Thus, it is certain that cross-references always occur in pair (in this case, the pipeline RL003 must be considered). The drawing number and quadrant of partner-cross refer-ence is always given. Always set the correct type of cross reference. As mentioned before, the blue circle describes the connec-tion point. Now set the property Cross reference ID to identical values in both cross-references. So, the cross references is combined with each other using this name. Besides, if you assign another internal drawing number in the text block properties in 002-Management Tab, this number appears as infor-mation on the cross reference.

Setting the Designation Style By default, only a single designation style is provided. This is defined in the VisioStandard.cdc file (is located in sub-folder “\\Config\” in V-P&ID Process Designer Installation folder). In this file, which text size and colour to be used is defined.


9.2 Managing Documents

About Revision management You can start V-P&ID Process Designer Revision management from the ribbon PID Settings/Tools -> Drawing -> Revision table. The first revision (“0“, “Initial revision“) must be considered as status indication. Herewith, it is defined that the drawing was completed. In other words: the specification document is implemented. This “revi-sion” is not made in the revision table.

In New revision field, you can indicate whether the new revision is incremented in letter or dig-its.

In Description field, you can enter the reason for revision, which is subsequently shown in the ti-tle block

The Username and Date are always entered automatically and are dependent on the user regis-tered in the system.

In Revision table lines, you can define how many lines should be shown. If for e.g. the 6th revi-sion is made and only 4 are shown, then “4” is entered in ‘Lines‘ field.

The corresponding lines are generated in the title block of the drawing sheet


10 Performing Administration Tasks


Creating New User Shapes

Modifying Title Block and Border

In this lesson, you will learn how to create and manage a New User Shape. You will also learn how to create a new User Title Block.


10.1 New User Shapes

Creating a New User Symbol In order to create a new symbol for a certain object class, you can use the command “Create new symbol” in “PID Settings/Tools – Tools – Create new symbol”. This command allows you to create a new symbol for any object class with the necessary details like con-nection points and display attributes. The object is created on the standard database for new symbols, which are created with this command. This object can be used in different projects. Objects, which are created with this command, behave in every relation exactly the same as already existing objects. The following commands are available, partly only in Visio-Developer mode. This can be activated from the options. Follow these steps to create a new symbol. 1. Draw the shape with the drawing functions of Visio.

You can draw several shapes for a symbol.

2. Insert all necessary display properties with the Visio-commands, such as transparency level, colour, line width etc. 3. If you want to generate for e.g. half-circle or general graphics resulting from the addition or subtraction of standard graphics, you can create such symbols using the “Processes” command


4. After creating symbol from several individual objects, you must “group” with the Visio-command.

Additional setting options are provided in the Behaviour and the Protection dialog boxes.


With the “Only group” setting, it can be defined for e.g. that sub – shapes are not selected and moved freely.

5. The next important step is the definition of connection point for the new symbol. Activate the “move connection point” as shown below

Then, the object to be placed on the connection point must be marked. Press Ctrl-key to place the connec-tion point (connection & insert points) to the desired position. Example for the object class Valve (straight): Without connection point with connection point

Connection point 1

Connection point 2

Insert point


Now, the properties of connection and insert points must still be adjusted. Click with the right mouse button on the respective connection point. (See image below).

The individual connection points are defined as follows: Connection point = inwards Insert point = out-wards You can access the command in the With this dialog win-dow, other entries, which are required for creating a new symbol, are recorded. You can determine the following entries in this dialog window.


About Object class Select the object class, where the selected symbol should be linked, e.g. valve (straight) (PHI-PVLS).

Insertion point This section is filled automatically, based on the connection point (insert point) you have created in step 4. This section provides information about the position of the insert point. This is mentioned in the form of a length and height factor of shape through X and Y co-ordinates. The measurement is taken from the bottom left corner of the shape. If required, you can change these factors in dialog window.

Attention: Generally, the separation of a decimal place is made with a comma (,). Please change this

in both values to a point (.).

Adding Connection points This section provides information about the connection points, which should be added to the new symbol. This information is automatically filled, partly, based on the connection points, which you have inserted in step 4.


This section also contains information about the position of the connection points. The X and Y co-ordinates of the connection points are mentioned as the length and height factors of the shape, and meas-ured from the bottom left corner of the shape. This is filled automatically, based on the connection point (insert point) you have added in step 4. This cannot be edited manually by the user. This section also contains information about the type of the connection points. This is filled automatically, based on the connection point type of the standard database. The user can change this, by selecting a suitable connection point type from the Combo-Box action window. In addition, this section contains information about orientation vector of the connection point. This in-formation must be entered by the user, by mentioning the angle in degrees. This angle is measured by the X-axis anti-clockwise. In the above image, the angle of the connection point “1” should be 0° and the angle of the connection point “2” should be 180°. Thus, it is ensured that the pipeline breaks the connection while inserting the symbol between the con-nection points. The details of the connection point and the insert point are very important for correct behaviour of the new symbol. Please consider the position and vector direction of the connection points carefully.

Name of the master Enter the name of your new symbol, e.g. my new globe valve.

Name of stencil Here, you can mention the stencil file, where you would like to add the new symbol. You can only add an existing stencil, e.g. a stencil, which contains the objects for this class. You can use the button “Find”, to select an existing stencil.


Show attributes This entry is optional. Here, you can determine the properties to be used for creating the tag for the new symbol, e.g. the properties for the most frequent objects such as valve tag number (CODE) and superior plant (MPLANT). These properties are selected in the list by default. In the list, the attributes that are considered for the selected object class are shown. This list can also be sorted by attribute name or se-lected attributes.

If all this information is entered, then click on “OK”. Thus, the dialog window is closed and the command is run, where the new symbol is added to the given stencil. The stencil is opened automatically for a quick overview. Even objects of standard database are added. This also creates the .emf-file for previewing in Object Manager.

Note:

10.2 Modifying Title block and Border using New User Shapes

Creating Customized Title Blocks Title blocks cannot be converted with the symbol converter. The title block must be created manually for the Visio P&ID-Designer. Create your own title block for the Visio P&ID-Designer with these simple steps. The title block should be linked with the properties of CAD-drawing project. The below image explains the creation of a title block with the “Date” fields and “Name of drawing“, which are linked with the CAD-drawing project.

1. Open Visio and a new drawing (not necessarily Visio P&ID-Designer).

2. Create a new stencil.

Please ensure that the stencil, to which the new shape is added, is not write-protected.


3. Right-click the stencil and select Save As this stencil ‘UserTitles.vss’ name in ‘ …\ITF\VPID\Template\Titles’ folder.

4. Click on this stencil with the right mouse button and select the option Edit stencil.


5. In the Drop Quick Shapes here area, right-click and select New Master.

Enter the correct name. E.g. “Tutorial”. The user-defined title blocks are saved under: \Template\Titles\UserTitles\UserTitles.vss


6. Right click the Tutorial new master stencil and select Edit Master > Shape-> Edit Master Shape.

7. Draw two rectangular shapes with the drawing tool of Visio, as shown below.


8. Click on the upper shape and enter “Date”.

9. Click on the lower shape and use ‘Shape Name’ command

The data is defined in the following dialog window.


Type “DRAWN_DATE” in the “Data 2” field. Thus, this shape is linked with the “Created on (DRAWN_DATE)” property of CAD-drawing project.

10. In the same way, draw two more rectangular shapes.

11. Click on the upper shape and enter “Name of drawing”.

12. Right-click the lower shape and select Object data window in menu under “Format” and enter “P_filename” in the “Data 2” field. Thus, this shape is linked with the property “File name without path (P_filename)” of CAD-drawing project.

13. Draw two more rectangular shapes. Enter the name of your company in a shape and your com-pany logo in the other.

14. Arrange the shape-positions (see below image).

15. Select all shapes, right-click and select Group > Group.

16. Right-click the shape and select Show ShapeSheet.

17. Within the ShapeSheet, right-click and select “insert section“


Tick the checkbox “Shape Data” in dialog.

18. Enter the value “Object Class” in “Shape Data“, in the label column and under value “PHI-TITL” (see image)

19. Enter the value ‚1” in the same shape sheet for section “Protection” and there enter in the cell “LockGroup”.

So, removal of grouping of title blocks by normal users after inserting in a drawing can be avoided.

20. Go to the same sheet of section “Shape Transform” and there change LocPinX and LocPinY to “Width*1” and “Height*0”, as shown below.


This is necessary, to insert the title blocks in the drawing at the correct place.

21. Close the ShapeSheet. If required, you can choose shading for the shape.

22. Close the master, save the stencil and close the drawing. Now, your new title block is ready for use in the drawing.

23. Now open the V-P&ID Process Designer Visio-drawing and go to command “title block” in the menu “V-P&ID Process Designer -> Project Document Manager”. The dialog window should now appear as shown below with the additional title block.

24. Now select this title block and insert it in the drawing. This should now look like the image be-low:

With similar steps, you can insert any number of shapes and link it with the properties of CAD-drawing. You can use different types of text, text size and shading in your title block. You can also insert several shapes with statistic information (not linked with the properties of CAD-drawing, e.g. name of company, project etc.)


The file folder of Standard and UserStencils for drawing headers, drawing frames and revision tables have been organized as follows:

\V-P&ID Process Designer \Template\Borders\V-P&ID Process Designer Borders.vss \V-P&ID Process Designer \Template\Borders\UserBorders.vss \V-P&ID Process Designer \Template\Titles\V-P&ID Process Designer Titles.vss \V-P&ID Process Designer \Template\Titles\UserTitles.vss \V-P&ID Process Designer \Template\Titles\V-P&ID Process Designer RevisionBlocks.vss \V-P&ID Process Designer \Template\Titles\UserRevisionBlocks.vss By default, V-P&ID Process Designer installs the stencils marked in bold The rest must be created by the user himself.

- In the selection list, the standard and user frames, drawing headers and revision lines are always shown. Thus, the name should be clear.

- The positioning of the revision lines now result from the title block. Here, the following label

must be set in “Shape Data” area:

RevBlockName = Name of RevisionBlocks

RevBlockOffsetX = Offset X RevBlockOffsetY = Offset Y RevBlockNumberOfLines = Number of revision lines

The header of the revision table is a part of the title block.

The insert point of the 1st revision line is determined as follows:

X = Title.LocPinX - RevBlockOffsetX Y = Title.LocPinY - RevBlockOffsetY

Notes to structure of revision line.

Revision lines can be formed as per the following example (NewRevBlock.331). The insert point is at the bottom left.

The SubShapes 332 till 335 describe the geometry of the lines (right and sub-division line)


The SubShapes 336 till 339 include the text lines. The requested V-P&ID Process Designer – Property is in the “Data 2” field.

Following properties are requested (SubShape 336 … 339):

REVISION P_revisioncomment P_creationuser P_creationdatetime

The dialog was also adjusted: Now, additionally, the number of revision lines to be displayed can be entered here. If there are more revisions than revision lines, then only the last revisions are shown. If necessary, they are moved accord-ingly. o


If the number of revision lines change, then the revision table must be regenerated with the “update” button on the drawing.

Image: P&ID MIXTURE


Image: P&ID FILLING