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

0. Introduction

01 - Welcome
02 - What you should already know
03 - How to use the exercise files

1. Get Started

04 - Project Manager overview
05 - Project Setup interface
06 - Understand P&ID class definitions
07 - Understand projSymbolStyle.dwg
08 - Drawing properties vs. project properties

2. Create a New Project

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

3. File Management

12 - Understand the P&ID folder structure
13 - Rename drawing files
14 - Reorganize DWG files in Windows Explorer
15 - Modify drawing properties

4. Set Up Your Project

16 - End connections and line settings
17 - Set up P&ID project paths
18 - Configure the file name format
19 - Use drawing templates
20 - Lock project properties

5. Custom Project Properties

21 - Create a custom project property
22 - Create a custom drawing property
23 - Add a custom field to your title block

6. Create Custom P&ID Symbols

24 - Review the class hierarchy
25 - Create a new P&ID block and assign a class
26 - Set symbol properties
27 - Understand attachment points and flow dependency
28 - Understand selection lists
29 - Set a default tag format

7. Create Custom Component Tags

30 - Create a custom equipment tag format
31 - Create a custom pipeline tag format
32 - Set a default custom pipeline tag

8. Create Custom Annotation

33 - Understand annotation blocks
34 - Modify an existing annotation block
35 - Create a custom annotation block
36 - Set annotation properties

9. Modify Existing Symbols

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

10. Drawing Templates

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

11. Project Tools

44 - Data Validation tool
45 - Audit your project database
46 - Export to AutoCAD

12. Data Manager

47 - Generate default project reports
48 - Modify default project reports
49 - Create a custom report
50 - Configure import and export settings
51 - Create custom Data Manager views

13. Report Creator

52 - Explore the user interface
53 - Understand report configuration files
54 - Create custom reports and queries
55 - Edit your report layout

Conclusion

56 - Next steps