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Piping Reference Guide

OpenPlant Imperial training

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0% found this document useful (0 votes)

86 views174 pages

Piping Reference Guide

OpenPlant Imperial training

Uploaded by

ercabama

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

OpenPlant PowerPID

Fundamentals
Imperial
V8i

Bentley Institute Course Guide

TRN012370-1/0002
Trademarks

AccuDraw, Bentley, the “B” Bentley logo, MDL, MicroStation and SmartLine are
registered trademarks; PopSet and Raster Manager are trademarks; Bentley SELECT is a
service mark of Bentley Systems, Incorporated or Bentley Software, Inc.

AutoCAD is a registered trademark of Autodesk, Inc.

All other brands and product names are the trademarks of their respective owners.

Patents

United States Patent Nos. 5,8.15,415 and 5,784,068 and 6,199,125.

Copyrights

©2000-2010 Bentley Systems, Incorporated.

OpenPlant PowerPID Fundamentals 2 Dec-10

Course Overview ____________________________________ 7

Course Description ____________________________________7
Target Audience_______________________________________8
Prerequisites _________________________________________8
Course Objectives _____________________________________8
Modules Included _____________________________________8
Introductory Knowledge ________________________________9
Questions ________________________________________9
Answers __________________________________________10
System Requirements __________________________________11
Software Prerequisites ______________________________11
Installing the Training Project ____________________________13

Getting Started _____________________________________ 15

Module Overview _____________________________________15
Module Prerequisites __________________________________15
Module Objectives_____________________________________15
PowerPID ____________________________________________16
PowerPID Interface _________________________________17
Creating a new PID ____________________________________27
Review ______________________________________________33
Questions ________________________________________33
Answers __________________________________________33

Placing Equipment __________________________________ 35

Module Overview _____________________________________35
Module Prerequisites __________________________________35
Module Objectives_____________________________________35
Placing Equipment _____________________________________36
Placing Pumps _____________________________________36
Place a Vessel _____________________________________40
Place a Heat Exchanger ______________________________43
Annotation _______________________________________45
Nozzles __________________________________________48
Module Review _______________________________________49
Questions ________________________________________49

Dec-10 3 Table of Contents

Answers __________________________________________49

Process Lines _______________________________________ 51

Module Overview _____________________________________51
Module Prerequisites __________________________________51
Module Objectives_____________________________________51
Drawing Process Lines __________________________________52
Auto-Routing ______________________________________52
Module Review _______________________________________68
Questions ________________________________________68
Answers __________________________________________68

Valves, Control Stations and Fittings ____________________ 69

Module Overview _____________________________________69
Module Prequisites ____________________________________69
Module Objectives_____________________________________69
Drawing Control Stations________________________________70
Valves_______________________________________________81
Drain Lines ___________________________________________88
Module Review _______________________________________92
Questions ________________________________________92
Answers __________________________________________92

Instruments and Instrument Lines ______________________ 93

Module Overview _____________________________________93
Module Prerequisites __________________________________93
Module Objectives_____________________________________93
Placing Instruments ____________________________________94
Module Review _______________________________________102
Questions ________________________________________102
Answers __________________________________________102

New P&ID _________________________________________ 103

Module Overview _____________________________________103
Module Prerequisites __________________________________103
Module Objectives_____________________________________103
New P&ID____________________________________________104
New Drawing______________________________________104
Settings __________________________________________104
Equipment ________________________________________106
Assembly Manager _________________________________109
Process Lines ______________________________________118
Valves ___________________________________________122
Insulation_________________________________________123
Instruments _______________________________________124

Dec-10 4 Table of Contents

Module Review _______________________________________126

Questions ________________________________________126
Answers __________________________________________126

Line Connectors _____________________________________ 127

Module Overview _____________________________________127
Module Prerequisites __________________________________127
Module Objectives_____________________________________127
Line Connectors _______________________________________128
Module Review _______________________________________135
Questions ________________________________________135
Answers __________________________________________135

PowerPID Utilities ___________________________________ 137

Module Overview _____________________________________137
Module Prerequisites __________________________________137
Module Objectives_____________________________________137
Design History ________________________________________138
Reports______________________________________________143
Model Validation ______________________________________146
Importing and Exporting Drawings ________________________147
Piping Utilities ________________________________________149
Conformance Tools ____________________________________154
Create a User Instrument ____________________________154
Create User Equipment______________________________156
Create a User Valve_________________________________158
Create a User Component____________________________160
Join Components___________________________________162
Relationships ______________________________________163
Remove a Relationship ______________________________164
Module Review _______________________________________165
Questions ________________________________________165
Answers __________________________________________165

Course Summary ____________________________________ 167

Course Summary ______________________________________167
Course Review ________________________________________168
Questions ________________________________________168
Answers __________________________________________170

Dec-10 5 Table of Contents

Table of Contents 6 Dec-10

Course Description
In this course, you will be introduced to the basic features of the Bentley
OpenPlant PowerPID application. You will learn how to launch PowerPID and
start a new drawing. You will be given a tour of PowerPID’s Main Taskbar pallet
and introduced to the Task Navigation Controls.

You will be shown how to place parametric (sizeable) equipment including

equipment and vessels. You will tag these components and then modify the
equipment and sync the data with the database. You will place major process
lines and then edit the line properties. You will create line jumpers or gaps in the
line as it crosses a piece of equipment or another line.

You will be taught how to place valves selected from the taskbar. You will be
instructed on how to properly place a control valve, gate valve and check valve.
You will create groupings of valves called control stations. You will place
instruments such as the round discrete, shared display and control instruments,
and inline flow instruments. You will connect these instruments using instrument
lines to create instrument loops.

You will be shown how to create an assembly of components created in the

previous chapters. You will then insert your newly created assembly onto the
P&ID. You will also learn how to delete the assembly.

Finally you will create a second P&ID and link the process lines of the two P&ID
drawings together using line connectors. You will then generate reports that will
be placed on the drawing as well as crystal reports that can be exported out.

Dec-10 7 Course Overview

Copyright © 2010 Bentley Systems, Incorporated

Target Audience

Target Audience
This course is recommended for the following audience(s):
• Drafters or designers new to the OpenPlant PowerPID software

Prerequisites
• The student needs to have a working knowledge of CAD systems and be able
to understand P&ID’s.
• Installation of Bentley Data Manager Selectseries 2.

Course Objectives
After completing this course, you will be able to:
• Place P&ID components
• Create an assembly of components
• Create a new P&ID deliverable
• Use the PowerPID utilities

Modules Included
The following modules are included in this course:
• Getting Started
• Placing Equipment
• Placing Process Lines
• Placing Valves and Control Stations
• Placing Instruments and Instrument Lines
• Creating a New P&ID
• Placing Line Connectors
• PowerPID Utilities

Course Overview 8 Dec-10

Introductory Knowledge
Before you begin this module, let’s define what you already know.

Questions
1 What CAD engine does OpenPlant PowerPID use?
2 Do you have to tag equipment upon placement?
3 When you connect two process lines, do they always have different tag
numbers?
4 Can one instrument be connected to another?
5 How do you copy a group of components with all of their data?
6 What is the difference between the Copy command and the Assembly
Manager?
7 Where is a new P&ID created?
8 What is a line connector?
9 How would you be able to determine what was added during a revision
update?

Dec-10 9 Course Overview

Answers
1 OpenPlant PowerPID does not require the installation of any CAD engine.
PowerPID is a derivative of Microstation but does not require a
Microstation installation to operate.
2 Equipment does not have to be tagged upon placement. The software will
automatically tag the equipment with the next available number.
3 The process lines do not have to have different tag numbers. If you select
Add Run, the tag number will be inherited. If you select New Process, the
segment will be given a new tag number.
4 Yes, the connected instruments are considered either an input or
controlling instrument.
5 Using the Assembly Manager command will allow you to copy multiple
components and maintain the integrity of the data.
6 The Copy command will copy the data once. The Assembly Manager will
maintain the data for the life of the project.
7 A new P&ID is created in the File Open dialog when PowerPID is launched.
8 A line connector is a graphical link between two drawings.
9 By initiating a Design History, you will be able to view what was added in a
revision update, modified in an update or deleted in an update.

Course Overview 10 Dec-10

System Requirements

Software Prerequisites
You must have a CD drive or Internet access for product installation. The
following prerequisites are required to run the modules included in OpenPlant
PowerPID SELECTseries 3 (Version [Link]):

System Software

Processor Intel or AMD processor 3.0 GHz or greater

Operating System • Microsoft® Windows 7

• Microsoft® Windows Vista 32 Bit SP1
• Microsoft® Windows XP Professional (SP2 or
later)
• Microsoft® Windows XP Home Edition (SP2 or
later)
• Microsoft® Windows XP Tablet PC Edition
• Microsoft® Windows Server 2003 (SP1 or later)
• Microsoft® Windows XP Professional SP2 or
later

Software The Microstation v8I Software Prerequisite

Prerequisites Pack [Link] needs to be installed to your
workstation prior to the installation of
OpenPlant PowerPID V8i (SELECTseries 3).
TheDesktop Prerequisite Pack is available from
the Web downloads/MySELECT CD area of
SELECTservices Online. The contents of the
Prerequisite Pack include:
Microsoft® Windows Installer Version 3.1v2
Microsoft® .NET Framework 3.5
Microsoft® .NET Framework Language Pack
Microsoft® XML Parser (MSXML) 6 SP 1 (32 bit)
Microsoft® XML Parser (MSXML) 6 SP 1 (64 bit)
Microsoft® Visual Basic for Applications core
Microsoft® Visual Basic for Applications
localized
DirectX 9c
DHTML Editing Control for Applications

Memory 512 minimum, 2GB recommended (More

memory typically results in better
performance.)

Hard Disk 900MB minimum free hard disk space (which

includes the 400 MB install footprint for a
complete installation)

Dec-10 11 Course Overview

System Software

Input Device Any industry-standard input device supported

by Windows

Output Device Any industry-standard output device supported

by Windows

Video Graphics Card • Graphics card supported by DirectX 9.0c. See

the graphics card manufacturer for latest
information on DirectX drivers. 256 MB of video
RAM or higher is recommended. If insufficient
video RAM or no graphics card supported by
DirectX can be found, OpenPlant PowerPID
attempts to use software emulation. For
optimal performance, graphics display color
depth should be set to 24-bit or higher. When
using a color depth setting of 16-bit, some
inconsistencies will be noted.
• For Windows Vista, a Direct3D capable
workstation class graphics card with 128 MB or
greater is required

This course will also require that AutoPLANT Data Manager be installed. The 30
day evaluation period will suffice for licensing.

Course Overview 12 Dec-10

Installing the Training Project

Prior to customizing a project, a project must be created. A project has been
provided for your convenience. You will need to unzip this project onto the drive
of your choice. The exercise below installs the project onto the C:\ drive.

Note: Use OP_WinXP.zip if your operating system is Windows XP or Windows

2003. Use OP_Win7_32.zip if your operating system is Windows Vista
32 bit or Windows 7 32 bit.

 Exercise 1: Installing the Training Project.

1 Make sure all applications are closed.
2 Unzip OPPID_Fundamentals_V8i_Imperial_TRN012370_10002.zip to a
temporary directory.
3 Locate the file OP_WINxx.zip in your temporary directory.
4 Unzip the contents of this file to the root directory of the C drive (C:\).
5 Locate the file OP_FV8i_PID.exe in your temporary directory.
6 Double-click on the file OP_FV8i_PID.exe.
7 Click Unzip.
To begin the extraction to the root directory of the C drive (C:\).
8 Click Close.
9 Select Programs > Bentley > Plant V8i > Project Tools > Project
Administrator.
10 Select File > Add Root.
To display the Browse for Folder dialog.

Note: In order for this option to be available in the File menu, you must select
something at the primary root level of the navigation tree because you
cannot create a project root directory under a project directory.
11 Select C:\OpenPlant Training Project.
12 Click OK.
To accept the name.

Dec-10 13 Course Overview

Notice the project root folder, C:\OpenPlant Training Project now appears
in the navigation tree at a primary level.

Note: Additional training on the Project Administrator utility is covered in the

AutoPLANT Administrator training courses.

Course Overview 14 Dec-10

Module Overview
In this section you will be introduced to OpenPlant PowerPID. You will study the
dialogs and tour the interface. During the tour of the interface you will be shown
the menu selection and task navigation system. Upon completing this section you
will be able to move around PowerPID with ease.

Module Prerequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Create a new P&ID.
• Understand the dialogs.
• Access the menu structure.
• Access the Taskbar Navigation.
• Navigate through the PowerPID workspace.

Dec-10 15 Getting Started

Copyright © 2010 Bentley Systems, Incorporated

PowerPID

PowerPID
1 Select Start > All Programs > Bentley > Bentley OpenPlant PowerPID V8i
(SELECTseries 3) > Bentley OpenPlant PowerPID V8i (SELECTseries 3).
The File Open dialog launches.

Field Description

Look In: Provides a browser to enable the user to select the

location of the drawing files.

New File: Opens the New Documents dialog to allow user to type in
name of new drawing file

Tools/File History: Stores list of files that have been recently opened.

Directory History: Stores list of directories that have been recently opened.

File Name: This field is populated with the drawing file name
selected from the window.

Files of Type: This field provides a filter to show files of a specific type.

Open as Read Only: If set, the drawing file will open in a read-only format.

Open: Will launch PowerPID for editing.

Cancel: Will close the dialog without opening a drawing file

Getting Started 16 Dec-10

Field Description

User Settings: Define user-specific configuration settings made to the

overall PowerPID setup.

Project Settings: Define project-specific configuration settings made to the

overall PowerPID setup.

Interface Settings: Define the user-specific interface settings made to the

overall PowerPID setup.

PowerPID Interface
 Exercise: Opening a existing P&ID
1 Select OPPowerPID_Imperial from the Project list.
2 Select PID_Example.dgn.

Note: OPPowerPID_Imperial is the default project. The install also contains

OPPowerPID_Iso and OPPowerPID_Metric projects.
3 Click Open.
The Open Project dialog opens.
4 Click Cancel.
The OpenPlant PowerPID workspace opens in the Work Offline Mode.

5 Click OK.

Dec-10 17 Getting Started

The first thing to notice is there are pull down menu options across the top of the
window, a task navigation system along the left side of the window, an element
selection dialog and a P&ID Document dialog.

The cascading menu system allows users to perform PID functions on items
currently in the drawing by selecting a menu option.

The main user interface available in PowerPID is the Task Navigation system. The
navigation system is a palette of components available for placement onto the
P&ID.

Getting Started 18 Dec-10

By selecting the down arrow in the Tasks tab, a context menu appears showing all
of the tasks available. The Tasks are listed in a proposed workflow hierarchy to aid
in creating your P&ID. Select Equipment.

The Main Toolbar contains the most commonly used components in a P&ID so
that you do not have to change the tasks as often. From the main toolbar you can
place major and minor process lines, pumps, valves, instruments and annotation.

When the component palettes are open, they can be viewed in three different
modes: the list layout mode, the panel layout mode and the icon layout mode.
The three modes are shown below and will give the user the ability to set the
taskbars to their working preference.

The List Mode shows an icon and a brief description of the component.

Dec-10 19 Getting Started

The Panel Mode shows an icon of the component in a list structure.

The Icon Mode shows a grouping of the icons.

The display does not matter for component placement and is a user preference.
All of the task toolbars can be docked or can float about the PowerPID user
interface.

 Exercise: Create a Task Group Toolbar

1 Right-click on the Pumps task group.
2 Select Open ‘Pumps’ as toolbox.
3 Select the floating Pumps toolbox.
4 Drag the Pumps toolbox onto the window below the menus.

Take some time to review the interface by opening, closing, expanding and
collapsing the menus and task toolbars.

Getting Started 20 Dec-10

The P&ID Document dialog opens each time a PowerPID session is opened for a
new drawing. This dialog allows the user to select the properties for the current
P&ID.

Click Details to expand the dialog.

Once the dialog has been expanded, the Properties, Settings, Title Sheet and Plant
tabs become available to the user for drawing properties.

The Properties tab contains the property attributes for the drawing. You can type
a description and an alias for the drawing as well as the approval and sheet
number attributes.

Dec-10 21 Getting Started

The Settings tab contains the property attributes which apply to component
placement.

Field Description

Working Units Imperial: Current P&ID’s working units will be set to

Imperial units.

Working Units Metric: Current P&ID’s working units will be set to

Metric units.

Working Units Mixed Metric: Current P&ID’s working units will be set to
Mixed Metric units.

Tag Dialog Prompt: If set, the Tag Dialog Prompt will display upon
component placement. User will be prompted
to enter a tag number. If cleared, the software
will tag the component with the next available
tag number.

Component Validation on If set, the component will be placed according

Component Placement: to the validation rules. If cleared, the
Component Validation can be run at a different
time.

Show Dialog on Start Up: If set, the P&ID Document dialog will be opened
upon each startup of PowerPID. If cleared, the
dialog can be opened from the menu by
selecting Settings > Drawing.

Piping Specification: Allows user to browse to the location of pipe

specifications and make them active in the
drawing

Getting Started 22 Dec-10

Field Description

Piping End Conditions: Allows user to set the default end conditions
for valve components

Lock Settings By System: Uses the default settings for the Axis, Snap and
Grid locks which are used to place components.

Lock Settings By Component: This option uses the individual component’s

lock settings as defined in the schema

The Title Sheets tab allows the user to select borders for the P&ID. The borders
provided are based on the working units and project workspace of the P&ID.

Dec-10 23 Getting Started

The Plant tab contains the property attributes which apply to the plant criteria.

Field Description

Plant Area: List of Plant subdivisions defined by functional

areas

Service: List of Plant services

Unit: List of Plant units

Add: Launches the Plant Area, Service or Unit dialog

to allow user to add entries to the list.

Remove: Launches the Confirm Delete dialog to allow

user to delete entries in the list.

Edit: Launches the Plant Area, Service or Unit dialog

to allow user to edit entries to the list.

Getting Started 24 Dec-10

Synchronizing P&ID Data with the Database

The Synchronize option allows the user to integrate the OpenPlant PowerPID
system with an existing AutoPLANT project database. This allows you to store
drawing information in an external database that can be accessed by users on a
project wide basis. The Synchronization Settings dialog provides options on when
and how your changes are saved. Default settings are provided in the [Link] file
but the Synchronization Settings dialog allows you to modify your settings and
save them locally from the PowerPID interface.

The dialog, which is accessed by selecting Plant Project > Synchronization

Settings from the OpenPlant PowerPID menu, provides a quick way to modify you
settings as needed during your drawing session.

Dec-10 25 Getting Started

Group: Options:

Synchronization Manual: User manually synchronizes the drawing with the database using the
Modes: Plant Project > Synchronize option.
Instant: Any changes made to the drawing are instantly synchronized with
the database. Enabling this option will disable all other options in the dialog
except the Synchronize On File Open option. An initial synchronization will
occur when you click OK. Additional, whenever you open the file in future
sessions, it will synchronize according to the option selected in the Direction
on File Open section.
Interval: Changes to the drawing are saved to the database on a time based
interval set by the user.

Synchronization Drawing to Plant Database: Will synchronize changes in the drawing with the
Direction: active database.
Plant Database to Drawing: Will synchronize any changes in the database
with active drawing.
Always Ask: If enabled, the following dialog displays prompting you for a
direction whenever attempting to synchronize your changes.

Enable the synchronization direction and click OK to continue with the

process.

Direction On File Drawing to Plant Database: Will synchronize changes in the drawing with the
Open: active database.
Plant Database to Drawing: Will synchronize any changes in the database
with active drawing.
Always Ask: If enabled, the following dialog displays prompting you for a
direction whenever attempting to synchronize your changes.

Synchronize on Will automatically perform the synchronization process whenever you open
the File Open the drawing. When this option is enabled, the Direction On File Open options
become available to choose which synchronization direction to use. These
options only apply to the initial synchronization process when the file is
opened.

Select File > Exit.

To close PID_Example.dgn and OpenPlant PowerPID.

Getting Started 26 Dec-10

Creating a new PID

 Exercise 1: Creating a New PID
1 Launch OpenPlant PowerPID.
2 Select OPPowerPID_Training from the Project list.

3 Click New File.

The following dialog opens.

4 Type PID1 in the File Name field.

5 Click Save.

Dec-10 27 Getting Started

The drawing is added to the

...\WorkSpace\Projects\OPPowerPID_Training\Workfiles\Models
directory.

6 Highlight [Link].
Verify that the OPPowerPID_Training project is selected.
7 Click Open.
The following dialog opens.

Note: The projects may vary depending on the number of root directories you
have.
8 Select OpenPlant Training Project.
9 Select the OPTraining project.
10 Click OK.

Getting Started 28 Dec-10

OpenPlant PowerPID launches and the P&ID Document dialog opens.

11 Select the Properties tab.
If not already selected.
12 Expand the General Info section.
13 Type Training PID 1 in the Description field.
14 Expand the Document Property section.
15 Type Sheet 1 in the Sheet Number field.

16 Select the Settings tab.

17 Select Training from the Specification list.

Dec-10 29 Getting Started

18 Select Flanged from the End Conditions list.

19 Select the Title Sheets tab.

20 Select D size from the list.

Note: The background of the P&ID in this course is white, the default
background color is black.
21 Select the Plant tab.
22 Select Plant Area.
23 Click Add.

Getting Started 30 Dec-10

The following dialog opens.

24 Type A100 in the Name field.

25 Click OK.
26 Select Service.
27 Click Add.
28 Type P in the Name field.
29 Expand the General Info property.
30 Type Process in the Description field.
31 Click OK.
32 Repeat steps 26 thru 31 and add the following:

Service Description

FG Fuel Gas

LR Low Pressure Flare

MS Medium Pressure Steam

OD Oily Water Drain

33 Select Unit.
34 Click Add.
35 Type HTF in the Name field.
36 Click OK.
37 Click OK.
To close the P&ID Document dialog.

Dec-10 31 Getting Started

The drawing properties are now complete and ready for component
placement.

Getting Started 32 Dec-10

Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 Are PowerPID toolbars fixed on one position?
2 Where do you select the specifications to be used for the P&ID?
3 How many ways can you view a toolbar?

Answers
1 No, PowerPID toolbars are not fixed in one position; they can float or be
docked into the workspace.
2 The specifications for a P&ID are selected from the PID Document dialog
on the Settings Tab.
3 You can view a toolbar in three modes, the List Mode, the Panel Mode or
the Icon Mode.

Dec-10 33 Getting Started

Getting Started 34 Dec-10

Module Overview
In this section, you will place several pieces of equipment onto the P&ID. The
equipment will be tagged upon placement, design specifications will be added to
the equipment properties. You will finish the module by adding annotation and a
nozzle to the equipment.

Module Prerequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Place equipment
• Tag equipment
• Change equipment property attributes
• Modify equipment
• Place a Nozzle

Dec-10 35 Placing Equipment

Copyright © 2010 Bentley Systems, Incorporated

Placing Equipment

Placing Equipment
In this module you will place equipment onto PID1.

Placing Pumps
 Exercise 1: Place Pump P-100
1 Window into the lower left corner of the P&ID.
2 Select the Equipment category.

Note: The Tasks change to be Equipment specific and are listed in an order of
placement hierarchy.
3 Select the Vertical Centrifugal Pump.
The following dialog opens.

The pump is highlighted on the curser.

4 Place the pump on the lower left side of the P&ID.
5 Click to the right of the pump to set the rotation of the pump.

Placing Equipment 36 Dec-10

The following dialog opens.

6 Type P in the Device Type Code field.

7 Type 100 in the Number field.
8 Click OK.
The tag number is now highlighted on the cursor.
9 Place the Primary tag at the top of the P&ID above the pump.
10 Place the Secondary tag below the pump.

Note: The software will have the tag number highlighted on the cursor and set
the ortho lock to assist the alignment of the secondary tag.
11 Click on Element Selection.
To Cancel the command.
12 Select Window Area.
To zoom in around the pump as shown below.

Dec-10 37 Placing Equipment

 Exercise 2: Place Pump using Existing Tag

1 Select the Vertical Centrifugal Pump.
2 Place the pump to the right of P-100.
3 Click to the right to set the rotation.
The Horizontal Centrifugal Pump dialog opens.

Note: The tag number shown has incremented by one.

4 Click Browse.
The following dialog opens.

Note: The existing tag is in the project database and not in an active model.
The Exclude Components that have been placed on a P&ID and Include
All Component Types options are ways of filtering tag information in an
active model or in the database.
5 Expand Alternate Repositories.
To list tags in the database by component type.
6 Expand Pumps.
7 Select P-100A.
8 Click OK.
To return to the Horizontal Centrifugal Pump dialog.

Placing Equipment 38 Dec-10

9 Click OK.

10 Click Element Selection.

 Exercise 3: Synchronize Pump Data

1 Select Plant Project > Synchronize.
The following dialog opens.

When synchronization is complete, the following dialog opens.

2 Click OK.

Dec-10 39 Placing Equipment

Place a Vessel
 Exercise 1: Place Vessel H-100
1 Select Fit View.
To return to a full view PID1.
2 Expand the Tanks & Vessels group.
3 Select the Furnace.
4 Place the furnace on the right side, in the center of the P&ID.
5 Click to the right of the furnace.
The following dialog opens.

6 Type H in the Device Type Code field.

7 Type 100 in the Number field.
8 Click OK.
To close the dialog to begin tag placement.
9 Place primary tag above the furnace.

Placing Equipment 40 Dec-10

10 Place secondary tag within the furnace.

11 Click Element Selection.

12 Select Plant Project > Synchronize.
13 Click OK.

 Exercise 2: Modify the Vessel Properties

1 Select Element Selection.
2 Click on vessel H-100.
3 Once highlighted, select Element Information.
4 Select Furnace - H-100.

5 Scroll to Operating Conditions.

6 Type 400 in the Upper Limit Temperature field.

Dec-10 41 Placing Equipment

7 Type 1500 in the Upper Limit Pressure field.

8 Close the Element Information dialog.

9 Select Plant Project > Synchronize.
10 Click OK.

Placing Equipment 42 Dec-10

Place a Heat Exchanger

 Exercise 1: Placing a Heat Exchanger
1 Expand the Heat Exchangers group.
2 Select Heat Exchanger TEMA type AEM.
3 Place the exchanger to the left of the furnace.
4 Type 100 in the Number field.
5 Place primary tag above the exchanger.
6 Place secondary tag within the exchanger.
The equipment tag number dialog has repeated and the tag number has
increased by one.
7 Type 100A in the Number field.
8 Place the cursor above EX-100.
9 Click to place exchanger.
10 Place primary tag above the exchanger
11 Place secondary tag within the exchanger.
12 Click Element Selection.
All equipment has been placed on this P&ID as shown below.

13 Select Plant Project > Synchronize.

14 Click OK.

Dec-10 43 Placing Equipment

All of the equipment data is now in the database.

Placing Equipment 44 Dec-10

Annotation
 Exercise 1: Annotate the Tank
1 Window Area around the furnace H-100.
2 Right-click on furnace H-100.
3 Select Annotation from the context menu.
The following dialog opens.

4 Scroll down to Upper_Limit_Temperature.

The value has been populated with the data typed in earlier.
5 Select the Upper_Limit_Temperature field.
6 Click Place Annotation.
The data is suspended on the cursor.
7 Window into the furnace primary tag area.
8 Place the temperature data under the primary tag.
9 Scroll down to Upper_Limit_Design_Pressure.
The value has been populated with the data typed in earlier.
10 Select the Upper_Limit_Design_Pressure field.
11 Click Place Annotation.

Dec-10 45 Placing Equipment

12 Place the pressure data under the temperature data as shown below.

13 Close the Annotation dialog.

14 Collapse the Heat Exchangers Group.

Placing Equipment 46 Dec-10

 Exercise 2: Moving Annotation

1 Window into the area around the heater H-100.
2 Select the heater annotation H-100 on the heater.
The entire heater is highlighted.

3 Click on H-100 a second time.

Only the annotation is selected.

4 Move the annotation within the heater.

Dec-10 47 Placing Equipment

Nozzles
Nozzles are placed by two methods. The first method is manual and is illustrated
in the following exercise. The second method is automatic. When a process line is
attached directly to a piece of equipment and not a nozzle, a nozzle is
automatically created and added to connect the line to the equipment. The
automatic method will be discussed in the following chapter.

 Exercise 1: Placing Nozzles

1 Window into an area around furnace H-100.
2 Expand the Nozzle group.
3 Select Nozzle.
The Standard Nozzle dialog opens and the nozzle is now captured on your
cursor.
4 Place the nozzle on the right side of the furnace where the furnace
reduces.

Note: When placing the nozzles on a curve or diagonal line, the software will
require you to provide the rotation of the nozzle.
5 Place first point on furnace.
6 Place second point perpendicular to the furnace wall.
7 Select Element Selection.

Placing Equipment 48 Dec-10

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 How do you modify the internals of a tank or vessel?
2 How many methods are there to place nozzles?
3 True or False; Property attributes of a component can be turned on or off?

Answers
1 To modify the internals of a tank or vessel, select the tank and then make
the modifications to the Vessel Internal Parts category in the element
information dialog.
2 There are two methods available to place nozzles.
3 True, the property attributes of a component can be turned on or off by
right-clicking on the component and selecting attribute. When the
attribute dialog opens, enable or disable the attribute.

Dec-10 49 Placing Equipment

Placing Equipment 50 Dec-10

Module Overview
In this module you will place process lines on your P&ID. The process lines will be
connected to the equipment and will be connected to other process lines. You
will edit the line properties and add line descriptions. You will annotate the lines
to make the tag number visible on the drawing. You will learn how to gap the
lines at the intersection points or where it crosses a piece of equipment.

Module Prerequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Place process lines
• Edit line properties

Dec-10 51 Process Lines

Copyright © 2010 Bentley Systems, Incorporated

Drawing Process Lines

Process Lines contain a multitude of information that is passed to the database.
The PROCESS contains the design information about the line. A RUN contains the
physical information of one segment of the process. An example of the Process
information would be the line number, service and design specification/size/
operating pressure. A Run will typically contain the actual spec/size/operating
pressure. A process line will typically contain more than one run and the size and
spec of each run may vary, but each of the runs will be contained in one process
line.

Auto-Routing
The Auto-Router functionality begins automatically when routing a pipe run
where the start and second points of the run are on existing components. The
behavior of the Auto-Router function depends on whether the points selected
have connect points or not. If the run's start and second points are on
components' connection points, then the pipe run will be routed with no further
interaction. If you select a point on a component without a connection point with
a defined direction, you will be prompted to define the direction of the segment
by picking a point in the drawing.

By default, the Auto-Router functionality will route the pipe run using the most
direct route between the two selected points. If the run intersects an existing
component, then a jumper will be placed at the intersection. After the run is
routed, you can use standard grip manipulation techniques to move the run if
desired.

Auto-Routing scenarios:

Below are some routing scenarios and how the Auto-Routing functionality
behaves with each:
• Between two connection points: The run will be routed automatically.
• To/from an edge of parametric equipment: By default, the direction of a run
coming off of the edge of a parametric equipment component, such as a tank
or vessel, is perpendicular and out from the selected edge. This option can be
turned off in the schema, which, in turn will prompt you to define the
direction by picking a point in the drawing.
• To/From a non-edge graphic of a parametric equipment component: You
will be prompted to define the direction of the run segment extending from

Process Lines 52 Dec-10

the point by picking a point in the drawing. An example of this would be if you
were routing from a vessel head. If both the start and second points were on
points such as this, then would be prompted to define the direction for each
point.
• To/From a pipe run: By default, the direction of a run coming off of an
existing pipe run is perpendicular from the selected point. This setting can
changed in the schema to prompt you for direction if desired. If the other end
point is on a connection point, the run will be automatically routed. If the
other end point is on a point requiring a direction, then you will be prompted
to define the direction for the point.
Shown below is a reference for placing your pipelines.

Dec-10 53 Process Lines

 Exercise 1: Drawing Process Lines to Pumps

1 Select Window Area. Window into the area around the pumps in the
lower left corner of the P&ID.
2 Select Process from the Task List.

3 Expand the Piping category.

4 Select Major Pipeline.

Note: You can also choose the Major Pipeline icon in the favorites tasks

Process Lines 54 Dec-10

The following dialog opens.

5 Select HTF from the Unit list of the Tag Information section, if not already
selected.
6 Select P from the Service list, if not already selected.
7 Type L100 in the Number field.
8 Select the P1 Pipe Run.
9 Expand Operating Conditions.
10 Select 10” from the Size list.

11 Click OK.

Dec-10 55 Process Lines

12 The Element Selection dialog now displays as the following dialog.

Note: The dialog allows you to select the flow direction of the process and will
show flow arrows if enabled. Clicking the arrow will expand the dialog
to show the Auto-Routing settings and locks for this component.
13 Place your cursor on the left edge of the drawing space above P-100A.
• Manually: Click to start the process line. Drag cursor to the right above
the pumps and click to place a vertex. Drag the cursor to the down and
in-between the pumps and click to place a vertex. Drag the cursor to
the right and into the suction of the pump as shown.
• Auto-Route: Click a point on the left edge of the drawing. Click a point
on the suction of pump P-100A. Click a point for the direction of the
piperun.

Process Lines 56 Dec-10

14 Select HTF from the Unit list, if not already selected.

15 Select P from the Service list, if not already selected.
16 Type L103 in the Number field.
17 Select the P1 Pipe Run.
18 Expand the Operating Conditions category.
19 Select 8” from the Size list.
20 To Auto-Route the process line, click on the discharge of P-100A.
21 Click on the bottom of EX-100.
22 Click the direction of the pipeline from the pump.
23 Click the direction of the pipeline from the exchanger.
The line will be automatically be drawn.

Note: You can use the scroll wheel on your mouse to zoom in or out within the
view. Clicking and holding down the scroll wheel will allow you to pan
around the drawing space.
24 Select Plant Project > Synchronize.

 Exercise 2: Pipeline data

1 Select pipeline L103.
2 Right-click and select Element Information.
3 Select Major Pipeline - HTF-P-L103-Training.

Dec-10 57 Process Lines

4 Expand the General Info category.

5 Select browse in the To From Data field.
The following dialog opens.

The software maintains the connection data of the pipeline

 Exercise 3: Placing a Pipe Run

1 Window into the area around the pumps.
2 Select Pipe Run.
3 Place a line from pipeline L100 to the suction of P-100.

4 Click OK.
5 Right-click on the new pipeline and select Element Information.
6 Select Pipe Run-P2.
7 Select Major Pipeline.

Process Lines 58 Dec-10

8 Type L101 in the Number field.

9 Select the P1 Pipe Run.
10 Select 8” from the Size list.
11 Click OK.
12 Place line from the discharge side of pump P-100 to pipeline L103.

13 Select Plant Project > Synchronize.

 Exercise 4: Drawing Process lines around Heat Exchangers

1 Window into the area around the Heat Exchangers and the Furnace.
2 Select Major Pipeline.
3 Type L106 in the Number field.
4 Select the P1 Pipe Run.
5 Select 8” from the Size list.
6 Click OK.

Dec-10 59 Process Lines

7 Draw the line from EX-100A to H-100 as shown.

8 Select Major Pipeline.

9 Type L105 in the Number field.
10 Select the P1 Pipe Run.
11 Select 8” from the Size list.
12 Click OK.
13 Draw the line from EX-100 off the page to the right as shown.

14 Window into the intersection of the two pipelines L105 and L103.

Process Lines 60 Dec-10

Note: A jumper symbol will automatically be placed at the point of

intersection. The jumper will display as a break in the line which crosses
over the existing line.

15 Select Major Pipeline.

16 Type L135 in the Number field.
17 Select the P1 Pipe Run.
18 Select 10” from the Size list.
19 Click OK.
20 Draw the line from the left side of the page to EX-100A as shown.

21 Select Plant Project > Synchronize.

Dec-10 61 Process Lines

 Exercise 5: Placing Minor Lines around the Heat Exchangers

1 Select Minor Pipeline.
2 Type 1 in the Number field.
3 Select the P1 Pipe Run.
4 Select 6” from the Size list.
5 Click OK.
6 Draw the line from Ex-100 to EX-100A as shown.

7 Select Minor Pipeline.

8 Type 2 in the Number field.
9 Select the P1 Pipe Run.
10 Select 6” from the Size list.
11 Click OK.

Process Lines 62 Dec-10

12 Draw the line from Ex-100A to EX-100 as shown.

13 Select Plant Project > Synchronize.

 Exercise 6: Drawing Bypass Lines

1 Select Minor Pipeline.
2 Type 3 in the Number field.
3 Select the P1 Pipe Run.
4 Select 8” from the Size list.
5 Expand the General Info category.
6 Type Bypass of Heat Exchangers in the Description field.
7 Click OK.

Dec-10 63 Process Lines

8 Draw the line from pipeline L103 to pipeline L106 as shown.

9 Select Plant Project > Synchronize.

 Exercise 7: Drawing Furnace Pipelines

1 Select Major Pipeline.
2 Type L108 in the Number field.
3 Select the P1 Pipe Run.
4 Select 10” from the Size list.
5 Click OK.
6 Draw the line from H-100 off the page to the right as shown.

7 Select Major Pipeline.

Process Lines 64 Dec-10

8 Select HTF from the Unit list and FG from the Service list.
9 Type BG108 in the Number field.
10 Select the P1 Pipe Run.
11 Select 4” from the Size list.
12 Click OK.
13 Select Backward from the Flow Direction list.
14 Place the pipeline from the bottom of H-100 off the page to the right as
shown.

15 Select Fit View.

Your drawing should now appear as shown.

16 Select Plant Project > Synchronize.

Dec-10 65 Process Lines

 Exercise 8: Annotating the lines

1 Window area into the lower left corner of the drawing near the pumps.
2 Select line L100.
3 Select Size-Run-Tag from the favorite’s taskbar.
The line annotation is ghosted on the cursor.
4 Click to place the annotation above the line as shown.

Note: The command does not have to be re-issued as it will change once the
cursor passes over a new line. The rotation of the annotation will
change as the cursor passes over a horizontal or vertical section of the
line.

Note: As was illustrated in the previous module, selecting a pipeline will

highlight all of the piperuns and annotations. Click once to select the
entire pipeline, twice to select the piperuns and three times to select
the pipe annotation.

Process Lines 66 Dec-10

5 Pan and zoom to continue to place line annotation on each line.

Dec-10 67 Process Lines

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 What is the difference between a process line and a run?
2 What does the small node on the end of the process line mean?
3 Can you create a new piperun to a process line without giving it a unique
number?
4 True or False: A Process line can be drawn in any direction.

Answers
1 A process line is a tagged line that holds the process information and the
nominal information. A run is part of a process line that holds the actual
pipe information and does not contain a tag number.
2 The small node at the end of the process line is a virtual nozzle. It is a
nozzle if the process line connects to a piece of equipment.
3 Yes, if you create the new piperun to be a branch off the first tagged line.
4 False, a process line should be drawn in the direction of the flow. In the
case of a bidirectional flow, draw the process line in the primary flow
direction.

Process Lines 68 Dec-10

Copyright © 2010 Bentley Systems, Incorporated
Valves, Control Stations and
Fittings
Module Overview
In this module, you will learn how to place a control station. You will place a
process control valve and valves. You will also place a bypass line created with a
minor line. Finally you will place fittings such as reducers, y-strainers and check
valves.

Module Prequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Place gate valves and control valves on a process line.
• Place a bypass line.
• Place a variety of hand valves on process lines.

Dec-10 69 Valves, Control Stations and Fittings

Copyright © 2010 Bentley Systems, Incorporated

Drawing Control Stations

Control stations are typically made up of a control valve, two gate valves and
sometimes a bypass line to divert the process flow should the control valve need
maintenance. The control valve in PowerPID is considered to be and is tagged as
an instrument. The gate valves contain limited information but do hold data. The
bypass line is made by drawing a minor line. In some instances the minor lines can
be tagged, but in our case, the minor line will not be tagged, it does however
contain data.

 Exercise 1: Placing Control Valves

You will learn how to build a control station on pipeline L103. You will start
the control station by placing a control valve, two gate valves on either side of
the control valve.
1 Window into the left side of the drawing above P-100A.

Note: The process line tag may need to be moved prior to starting this
exercise.
2 Expand the Control Valves taskbar.
3 Select Control Valves.

Valves, Control Stations and Fittings 70 Dec-10

The following dialog opens.

4 Select Gate as the Valve Type and Diaphragm Actuator as the Actuator
type.
5 Place the valve on the process line L103.
6 Type FV in the Device Type Code field.
7 Type 100 in the Number field.
8 Click OK.
9 Place the bubble on the upper side of the valve.

Dec-10 71 Valves, Control Stations and Fittings

10 Draw the leader line to the control valve as shown below.

 Exercise 2: Placing Gate Valves

1 Expand the Valves taskbar.
2 Select Gate Valve.
3 Place the gate valve on the process line downstream of the control valve.
The following dialog opens.

4 Select the Flanged valve.

5 Click OK.

Valves, Control Stations and Fittings 72 Dec-10

The following dialog opens.

6 Click OK.
7 Place the gate valve on the process line upstream of the control valve.

8 Select Element Selection.

To end the command.

 Exercise 3: Drawing a Bypass Line

1 Window into the area around the control station.
2 Expand the Piping taskbar.
3 Select Settings > Drawing.
4 Select the Settings tab.

Dec-10 73 Valves, Control Stations and Fittings

5 Clear the Tag Dialog Prompt.

6 Click OK.

Note: This will temporarily disable the tag dialogs while we place a bypass line.

7 Select Minor Pipeline.

The Place Pipe Run dialog opens.
8 Close the dialog.

Valves, Control Stations and Fittings 74 Dec-10

9 Draw the process line as shown below bypassing the control station.

10 Select Settings > Drawing.

11 Select the Settings tab.
12 Set the Tag Dialog Prompt option.
13 Click OK.
14 Expand the Valve taskbar.
15 Select Globe Valve.
16 Place the flanged globe valve on the bypass line beneath the control
valve.

Dec-10 75 Valves, Control Stations and Fittings

17 Click OK in the Globe Valve dialog.

Note: You may need to move the globe valve size annotation to below the
valve for clarity.
18 Select Element Selection.
To end the command.
19 Select Plant Project > Synchronize.

 Exercise 4: Place another Control Station

1 Window into the area below the Furnace H-100.
2 Place a control valve with a Diaphragm Actuator on pipeline BG108.
3 Tag the valve TV-100.

Valves, Control Stations and Fittings 76 Dec-10

4 Place a flanged gate valve on either side of the control valve.

Note: Leave a larger gap between gate valves and control valve than in the last
exercise.
5 Expand the Fittings taskbar.
6 Select Concentric Reducer.
7 Place the reducer on the process line between the left gate valve and the
control valve.
The following dialog opens.

8 Select HTF-FG-BG108-Training, P2.

9 Click OK.

Dec-10 77 Valves, Control Stations and Fittings

The following dialog opens.

10 You may have to expand the details.

11 Expand the Operating Conditions category.
12 Select 3” from the Size list.
13 Click OK.
The reducer is placed and the command is repeated.

14 Place a second reducer on the pipeline between the control station and
the gate valve on the right.
15 Select HTF-FG-BG108-Training, P3.
16 Click OK.
17 Expand the Operating Conditions category.

Valves, Control Stations and Fittings 78 Dec-10

18 Select 4” from the Size list.

19 Click OK.

20 Select Element Selection.

To end the command.
21 Select Plant Project > Synchronize.
22 Select Fit View.

Note: The software has placed a cloud around the annotation for pipeline BG-
108. This is a reminder to confirm that the annotation is still correct.
Once confirmed, delete the cloud.

Dec-10 79 Valves, Control Stations and Fittings

 Exercise 5: Replacing Valves

1 Right-click on the gate valve to the left of the control valve TV-100.
2 Select Replace from the context menu.
The following dialog opens.

3 Select the Plug valve.

4 Click OK.
5 Repeat for the gate valve on the right side of the control valve.

Valves, Control Stations and Fittings 80 Dec-10

6 Select Plant Project > Synchronize.

Valves
 Exercise 1: Placing Check Valves
1 Window into the area around the pumps.
2 Expand the Valves taskbar.
3 Select Check Valve.

Hint: If your process line does not fall on a grid line, change the locks to Axis
and Nearest prior to valve placement.
4 Select the Flanged valve from the Training spec dialog.
5 Insert a check valve on the P-100 discharge line.

Note: The check valve is placed in the direction of the flow.

6 Click OK.
7 Place a second check valve on the P-100A discharge line.
8 Select Element Selection.
To end the Check Valve command.
You will now place a gate valve next to the check valves.

Dec-10 81 Valves, Control Stations and Fittings

 Exercise 2: Placing Flow Valves

1 Select Gate Valve.
2 Place the flanged gate valve upstream of the check valves.
3 Click OK.
4 Your drawing should now appear similar to the figure below.

5 Place a Gate Valve on the suction line of each pump.

 Exercise 3: Placing In-Line Components

1 Expand the Fittings taskbar.
2 Select Y-Strainer.

Valves, Control Stations and Fittings 82 Dec-10

3 Place the strainer upstream of the gate valves as shown.

4 Window into an area around the heat exchangers EX-100 and EX-100A.
5 Place a Gate Valve on the process lines entering the exchangers as shown
below.

6 Zoom in to the bottom of the furnace H-100.

7 Place a Plug Valve on pipeline BG108 leaving the vessel.
8 Select the Control Valves taskbar.
9 Select Control Valve.

Dec-10 83 Valves, Control Stations and Fittings

The following dialog opens.

10 Select a Ball from the Valve Types list.

11 Select a Cylinder Operator from the Actuators list.
12 Place the control valve upstream of the gate valve.
13 Type ESV in the Devise Type Code field.
14 Type 100 in the Number field.
15 Click OK.
16 Place the instrument bubble as shown.

Valves, Control Stations and Fittings 84 Dec-10

Hint: After placing the bubble, a right-click will automatically draw the
instrument leader line back to the center of the valve.
17 Select Plant Project > Synchronize.

 Exercise 4: Placing Pipeline Insulation

1 Window into the area around the Heat Exchangers EX-100 and EX-100A.
2 Expand the Pipe Services taskbar.
3 Select Insulation.
4 Place the insulation on L135 downstream of the gate valve.
5 Place another insulation on L105 downstream of the gate valve.
6 Select the insulation symbol on pipeline L135.
7 Right-click and select Element Information.
8 Expand the General Info category.
9 Type 2” in the Insulation Text field.
10 Repeat for the insulation on pipeline L105.
Your drawing looks as shown.

Line Number Insulation Size

L106 2”

L108 2”

11 Place the remaining insulation according to the chart above.

12 Select Plant Project > Synchronize.

Dec-10 85 Valves, Control Stations and Fittings

 Exercise 5: Miscellaneous Valves

1 Window into the area in the lower left corner of the drawing where
pipeline L100 enters the sheet.
2 Place a flanged gate valve on the line.
3 Expand the Fittings taskbar.
4 Select the arrow next to the Spacer component to expand the symbols.

5 Select the Open Figure 8 Blind.

6 Place the Blind just upstream of the gate valve

7 Place another flanged gate valve upstream of the blind.

8 Select Plant Project > Synchronize.

Valves, Control Stations and Fittings 86 Dec-10

 Exercise 6: Moving a Valve

1 Select Element Selection.
2 Click on the last gate valve you inserted.
The valve highlights.

3 Grab the center node and slide left or right along the process line.
4 Release in a new location.
The valve will move and the line will remain attached to the valve.

Dec-10 87 Valves, Control Stations and Fittings

Drain Lines
 Exercise 1: Placing a Drain Line with Valve
1 Window into the area around the pumps P-100 and P-100A.
2 Select Settings > Drawings.
3 Clear the Tag Dialog Prompt option.
4 Click OK.
5 Select the Piping taskbar.
6 Select Vent/Drain Pipeline.
7 Place a drain line on the pipeline of the suction side of the pumps as
shown.

8 Select Element Selection.

9 Select the drain line.
10 Select Element Information.
11 Expand the Operating Conditions category.
12 Select 3/4” from the Size list.
13 Repeat for the other drain line.

 Exercise 2: Placing a Valve by Endpoint

1 Select Gate Valve.

Valves, Control Stations and Fittings 88 Dec-10

The following dialog opens.

2 Select CP1 from the Insert By list.

Note: CP1 is the input point on the left side of the valve and CP2 is the output
point on the right side of the valve.
The valve is highlighted by it’s end point instead of it’s center point.
3 Place a flanged valve at the end of the drain line.

4 Set the Tag Prompt Dialog option.

 Exercise 2: Placing a Reducer

1 Expand the Fittings taskbar.
2 Select Concentric Reducer.
3 Place the reducer between the drain and the pump P-100.
4 Select HTF-P-L100-Training P3.
5 Click OK.
6 Select 8” from the Size list.
7 Repeat for pump P-100A.
8 Select HTF-P-L100-Training P4.

Dec-10 89 Valves, Control Stations and Fittings

Note: If needed, the reducer annotation can be selected and moved above the
reducer.
Your drawing looks as shown.

9 Window into the area around the blind on pipeline L100.

10 Place a drain line between the blind and the upstream gate valve.

Note: Remember to clear the Tag Prompt Dialog option.

11 Edit the drain line to change the size to 3/4”.
12 Place a flanged gate valve on the drain line.

13 Select Fit View.

Valves, Control Stations and Fittings 90 Dec-10

14 Your drawing looks as shown below.

15 Select Plant Project > Synchronize.

Dec-10 91 Valves, Control Stations and Fittings

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 If your line changes to a different size, do you have to have a new
process?
2 If your line changes to a different Service, do you have to have a new
process?
3 Why weren’t you asked to enter hand-valve tags when you placed the
gate and ball valves?

Answers
1 No, the software manages runs of different sizes assigned to one process.
2 No, a new process is not required but this will change the service value on
the current process. If a new process is desired then the number should
be changed by the user to make the line a new process.
3 The valves are set to off in the schema, therefore the software assigns the
tag numbers.

Valves, Control Stations and Fittings 92 Dec-10

Copyright © 2010 Bentley Systems, Incorporated
Instruments and Instrument
Lines
Module Overview
In this module, you will learn how to build instrumentation loops and add
components and instruments to process lines.

Module Prerequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Define and place instruments and loops.
• Place an I/P function symbol.
• Attach instruments to a process line.
• Create a level gauge.

Dec-10 93 Instruments and Instrument Lines

Copyright © 2010 Bentley Systems, Incorporated

Placing Instruments

Placing Instruments
The Instruments taskbar provides a list of pre-defined Instrument symbols that
can be placed in the P&ID.
• The Instrument Loop option is a functional definition which has no physical
component properties assigned to it. Upon selection of an Instrument Loop,
the Instrument Loop Tag Creation dialog displays allowing you to define/edit
properties for both the Instrument Loop and the Instruments to be placed. By
default, the Tag Creation dialog will list three discrete instruments that can be
placed with every new instrument loop. There are options on the Instrument
Loop Tag Creation dialog to Add or Remove instruments or components
before placement. After defining the tag numbers and properties for the loop
and instrument, click OK to close the Tag Creation dialog. Normal instrument
placement procedures are then used to place the instrument.
• The Parametric Instruments option allows you to define a specific instrument
symbol as well as the plant location for the instrument before placement.
Upon selecting the option from the Instruments taskbar, the Properties dialog
displays prompting you to define a tag number and component properties for
the instrument.

The PID will resemble what is shown below once the instruments are placed.

Instruments and Instrument Lines 94 Dec-10

 Exercise 1: Placing Instruments on Process Lines

First, window into an area of the drawing around the pumps and the vertical
process line.
4 Expand Tasks.
To open the context menu.

5 Select Instruments.
6 Select the Instruments taskbar.
7 Select Instrument Loop.
To display the following dialog.

8 Select P Pressure in the Device Type Code field.

Dec-10 95 Instruments and Instrument Lines

9 Type 100 in the Number field.

10 Select the Instruments tab.
11 Select PI Pressure Indicator in the Device Type Code field.
12 Click OK.
13 Place the instrument bubble to the right of pipeline L101.
14 Draw the instrument line back to the pipeline L101.

Note: The instrument will be tagged A100-PI-100, and the Loop will be labeled
A100-P-100.
15 Place another pressure indicator on the process line from pump P-100A
using the same procedure.
16 Tag the instrument loop P-101.
17 Tag the instrument PI-101.

 Exercise 2: Add a New Component to an Instrument Loop

1 Window into the area around the Flow Control Valve FV-100.
2 Select Instrument Loop.
3 Select F Flow from the Device Type Code field.
4 Select the Instruments tab.
5 Type FC in the Device Type Code field.
6 Type 100 in the Number field.
7 Click OK.
8 Place the Instrument bubble below the Instrument bubble FV-100.

Instruments and Instrument Lines 96 Dec-10

9 Select the expansion arrow on the Instrument Loop taskbar.

10 Select Add Component to Loop.

11 Click on instrument FC-100.
This identifies the instrument loop.
12 Click on FV-100.
13 Left-click to accept the change.

 Exercise 3: Add a Flow Element

1 Expand the Inline Flow Elements taskbar.
2 Select Orifice.
3 Place the orifice on the pipeline L103 upstream of the bypass line.
4 Type 100 in the Number field.
5 Click OK.
6 Close the Place Discrete Annotation dialog.
7 Place the instrument bubble above the orifice.

Dec-10 97 Instruments and Instrument Lines

8 Draw the instrument line back to the orifice.

 Exercise 4: Drawing an Instrument Line

1 Collapse the Inline Flow Elements taskbar.
2 Expand the Instrument Lines taskbar.
3 Select Electric Instrument Lines.
4 Draw an instrument line from FE-100 to FC-100.
5 Select Element Selection.
To end the command.

 Exercise 5: Add Component to Instrument Loop.

1 Expand the Instruments taskbar.
2 Select Add Component to Loop.
3 Click on FC-100.
4 Click on FE-100.
5 Left-click to accept.

Instruments and Instrument Lines 98 Dec-10

 Exercise 6: View Instruments in an Instrument Loop

1 Right-click on FC-100.

Note: All Instruments in the loop are highlighted.

2 Select Element Information.
3 All instruments are listed as part of the loop.

4 Select Plant Project > Synchronize.

 Exercise 7: Temperature Loop

1 Window into the area below the furnace H-100 and around control valve
TV-100.
2 Select Instrument Parametrics.
The following dialog opens allowing you to select the type of instrument
bubble you need and the location of that instrument.

3 Select Discrete from the Bubble Types List.

4 Select Field from the Location List.
5 Close the dialog.

Dec-10 99 Instruments and Instrument Lines

6 Place the bubble above the control valve TV-100.

7 Type TC in the Device Type Code field.
8 Type 100 in the Number field.
9 Click OK.
10 Select Discrete Instrument.
11 Place the instrument above pipeline L108.
12 Draw the instrument line to the pipeline L108.
13 Select TI from the Device Type Code list.
14 Type 100 in the Number field.
15 Click OK.
16 Select Element Selection.
17 Draw an Electrical Instrument Line from TI-100 to TC-100.

 Exercise 8: Make a Loop from Existing Instruments.

1 Select all of the Temperature Instrument bubbles (TI-100, TC-100 and TV-
100) by placing a fence around the instrumentation.
2 Select Instrument Loop.
The following dialog opens.

3 Click Yes.
The Instrument Loop Tag Creation dialog opens.
4 Select the All tab.
5 Click in the Tag Number field.
The Instrument Loop's Properties will display to the right of the dialog.

Note: The list will contain the instrument loop the selected instruments to be
included.
6 Type 100 in the Tag Number field.
7 Select T Temperature from the Device Type Code list.

Instruments and Instrument Lines 100 Dec-10

Note: The Device Type Code and any other properties defined for the loop are
inherited by the instruments placed on the loop. These properties can
be overridden when defining properties for the individual instruments
on the loop.
8 Finish defining the remaining properties for the loop.
If you have any changes to make to the existing instrument properties,
highlight the instrument in the All tab and make the necessary changes in
the Properties section of the dialog.
9 Click OK.
A new loop will be created from the existing instruments in the drawing.

10 Select Plant Project > Synchronize.

Dec-10 101 Instruments and Instrument Lines

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 What is an Instrument Parametric?
2 What is the advantage of placing a loop instead of an instrument bubble?

Answers
1 Instrument parametrics allow you to design the type of instrument to be
placed onto the drawing prior to placement.
2 The advantage of placing a loop instead of an instrument is that the
Instrument Loop definitions contain the operating and design conditions
associated with the loop. When a new instrument is added to the loop, it
inherits the conditions of the loop. Placing an instrument bubble does not
automatically associate itself with a loop.

Instruments and Instrument Lines 102 Dec-10

Module Overview
In this module you will build a new P&ID using the skills you have learned in the
previous modules in tandem with new skills you will be taught. You will be given
instructions for tasks that you should be familiar with and exercises for tasks that
you haven’t done yet.

Module Prerequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Draw a P&ID by placing equipment, process lines and instrumentation.
• Create an Assembly of components.

Dec-10 103 New P&ID

Copyright © 2010 Bentley Systems, Incorporated

New P&ID

New P&ID
Below is a P&ID that you are will create. You may refer back to previous sections
to help you complete the tasks.

New Drawing
1 Select File > New.
2 Create a new drawing named PID2.
You are still in the OPTraining project.

Settings
The drawing opens for the first time, the P&ID Document dialog is launched.
1 Add the drawing description as Training PID 2.
2 Type Sheet 1 in the Sheet Number field.
3 Assign spec Training to the P&ID with End Conditions of Flanged.
4 The title sheet is D size.

New P&ID 104 Dec-10

 Exercise 1: Adding Existing data to Plant settings

[Link] is part of the same project as [Link], therefore; the Plant data
already exists.
1 Select Plant Area.
2 Click Browse.
The following dialog opens.

3 Select A100.
4 Click Add.
The P&ID Document dialog is returned.
5 Select Service.
6 Click Browse.
7 Select P.
8 Click Add.
9 Repeat steps 5 thru 8 for Service MS and LR.
10 Select Unit.
11 Click Browse.
12 Select HTF.
13 Click Add.
14 Click OK.
The new drawing is now fully opened.

Dec-10 105 New P&ID

Equipment
 Exercise 1: Placing a Tank
1 Select the Equipment Task.
2 Expand the Tanks & Vessels taskbar.
3 Select Tank with Dome Roof from the Favorites taskbar.
The following dialog opens.

4 Select Elliptical from the Top Left Head list and the Bottom Right Head list.
5 Select a point for the upper left corner of the tank.
6 Drag the cursor down and to the right, select a point to draw the tank.
7 Type R in the Device Type Code field.
8 Type 100 in the Number field.
9 Click OK.
10 Place the primary tag at the top of the drawing.

New P&ID 106 Dec-10

11 Place the secondary tag within the upper portion of the tank.

 Exercise 2: Modifying Equipment

1 Right-click on tank R-100.
2 Select Element Information.
The Element Information dialog opens.
3 Select Dome Roof Tank -R-100.
4 Scroll to the Vessel Internals Parts category.
5 Select Packed from the Vessel Internals list.
6 Type 1 in the Number of Packed Sections field.

Dec-10 107 New P&ID

7 Close the Element Information dialog.

8 Select Plant Project > Synchronize.

 Exercise 3: Placing an Air Cooled Exchanger

1 Expand the Heat Exchangers taskbar.
2 Window into the lower right side of the drawing.
3 Select Air Cooled Exchanger.
4 Place the exchanger on the drawing.
5 Drag cursor to the right to set the rotation and click on the workspace.
The Air Cooled Heat Exchanger dialog opens.
6 Type 103 in the Number field.
7 Click OK.
8 Place the primary tag at the top of the drawing sheet.

New P&ID 108 Dec-10

9 Place the secondary tag under the exchanger as shown.

Assembly Manager
The OpenPlant PowerPID Assembly Manager is a powerful tool to help you avoid
repetitive drawing. Assemblies can consist of a section of process lines, a section
of a drawing, or even a complete drawing. Assemblies can be stored for project
use (accessible only to those working on a specific project), or for global use
(accessible to anyone using OpenPlant PowerPID). The exercises in this section
illustrate the use of the Assembly Manager and compare its use to the COPY
command.

Take a close look at the Heat Exchangers on PID1 and PID2. The exchangers are in
the same configuration. To avoid having to duplicate the placement of this
equipment, we can make an assembly of them.

Note: When creating an assembly you need to select everything that you want to
copy. If you are selecting equipment, you must select the primary and
secondary tags. Make sure that you do not select items that are not needed in
the assembly.

 Exercise 1: Creating an Assembly

1 Select File > Open.
To close PID2 and Open dialog.
2 Select PID1.

Dec-10 109 New P&ID

3 Click Open.
4 Window into the area around the Heat Exchangers EX-100 and EX-100A.
5 Using the element selection tool select the exchangers, the primary and
secondary tags and the minor lines connecting the exchangers as shown
below.

6 Right-click on the selection.

7 Select Assemblies > Create Assembly.
The following dialog opens.

8 Type Double Exchangers in the Assembly Name field.

9 Expand Project Assemblies.

New P&ID 110 Dec-10

Note: An assembly created and stored in Project Assemblies will be available

in the project. An assembly created and stored in System Assemblies
will be available on your Workspace\System directory and finally an
assembly created and stored in User Assemblies will be available in your
Workspace\User directory.
10 Expand Equipment.
11 Select Exchangers.
12 Click Next.
The following dialog opens.

13 Click Define Origin.

14 Select a point on the left end of exchanger EX-100A.

15 Click Next.

Dec-10 111 New P&ID

The following dialog opens.

16 Verify that the assembly contains all of the components required.

17 Click Finish.
The assembly has been saved.
18 Select File > Open.
19 Select [Link].

 Exercise 2: Inserting the Assembly

1 Click Open.
2 Window into the drawing, right of R-100.
3 Right-click in the workspace.
4 Select Assembly > Insert Assembly.
The Assembly Manager dialog opens.
5 Expand Project Assemblies > Equipment > Exchangers.
6 Select Double Exchangers.

New P&ID 112 Dec-10

The image of the stored assembly is shown.

Note: There are two options with inserting an assembly, to insert as an

assembly or to insert as individual components. When inserted as an
assembly, when selected, the entire assembly will be highlighted.
When inserted as individual components, each component can be
selected and modified on its own. the last selected option will be
enabled the next time the command is used.
7 Click the arrow next to the Insert button.
8 Set the Insert as individual components option.
9 Click Insert.

Dec-10 113 New P&ID

The following dialog opens.

10 Select the Equipment tab.

11 Select EX-100A.
12 Type 101A in the Number field.
13 Select EX-100.
14 Click Browse.
15 Select EX-100.
16 Type 101B in the Number field.
17 Select the Piping tab.
18 Select HTF-P-1-Training.
19 Type 4 in the Number field.
20 Select HTF-P-2-Training.
21 Type 5 in the Number field.

New P&ID 114 Dec-10

22 Select the All tab as shown below.

23 Click OK.
The assembly is highlighted on your cursor.
24 Place the exchangers as shown below.

Note: Equipment may be selected and moved to improve the layout of the
drawing.

 Exercise 3: Deleting an Assembly

1 Right-click in the workspace.

Dec-10 115 New P&ID

2 Select Assemblies > Insert Assemblies.

3 Expand Project Assemblies > Equipment > Exchangers.
4 Select Double Exchangers.
5 Select Delete from the icon toolbar.
The following dialog opens.

6 Click No.
The assembly is not deleted.

 Exercise 4: Copying an Assembly

1 Right-click in the workspace.
2 Select Assemblies > Insert Assemblies.
3 Navigate down to the Double Exchangers.
4 Right-click and select Copy.
5 Select System Assemblies > Equipment > Exchangers.
6 Right-click and select Paste.
A copy of the assembly is now located in the System Assemblies node and
available in your Workspace\System directory.

7 Click Close.

New P&ID 116 Dec-10

8 Select Fit View.

All of the equipment is now in place.

Dec-10 117 New P&ID

Process Lines
 Exercise 1: Major Pipelines
1 Select Process from the Tasklist.
2 Window into the left side of the drawing.
3 Expand the Piping taskbar.
4 Select Major Pipeline.
5 Select MS from the Service list.
6 Type L112 in the Number field.
7 Select P1 Pipe Run.
8 Expand the Operating Conditions category.
9 Select 2” from the Size list.
10 Draw the line from the left edge of the drawing to R-100 below the
packing.

11 Select Major Pipeline.

New P&ID 118 Dec-10

12 Draw pipeline 2”-HFT-LR-L210-Training from the top dome of R-100 to

the left edge of the drawing.

13 Select Major Pipeline.

14 Draw pipeline 12”-HTF-P-L110-Training from the top dome of R-100 to
the top of EX-101A.

15 Select Major Pipeline.

Dec-10 119 New P&ID

16 Draw pipeline 10”-HTF-P-L130-Training from the top of EX-101A to the

right edge of the drawing.

17 Select Major Pipeline.

18 Draw pipeline 12”-HTF-P-L112-Training from the bottom of EX-101B to
the right edge of exchanger EX-103.

New P&ID 120 Dec-10

19 Draw pipeline 12”-HTF-P-L116-Training from the right edge of EX-103 to

the right edge of the drawing.

20 Draw pipeline 10”-HTF-P-L114-Training from the left edge of the drawing

to exchanger EX-101B.

21 Select Plant Project > Synchronize.

Dec-10 121 New P&ID

Valves
Place flanged gate valves on all pipelines except for pipeline L210 as shown.

New P&ID 122 Dec-10

Insulation
Place 2” insulation on each pipeline except L210 and L211 as shown.

Dec-10 123 New P&ID

Instruments
 Exercise 1: Placing a PSV
In this exercise, you will learn how to place a Pressure Safety Valve.
1 Window into the area at the top of R-100.
2 Expand the Pressure Safety Valves taskbar.
3 Select the Angle Pressure Safety Valve.
The Pressure Safety Angle Valve dialog opens.
4 Type 105 in the Number field.
5 Click OK.
The following dialog opens.

6 Select Pressure Relief from the Actuators list.

The valve is highlighted on the cursor.
7 Place the valve on the vertex of pipeline L210.

New P&ID 124 Dec-10

The following dialog opens.

8 Select P2.
9 Click OK.
The Pipe Run dialog opens.
10 Select 1-1/4” from the Size list.
11 Click OK.
12 Place the instrument bubble to the lower left of the valve.
13 Place the reducer text below the instrument bubble as shown.

Dec-10 125 New P&ID

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 Did you have to add nozzles to the equipment?
2 Do you have to place a secondary tag?

Answers
1 No, when the process lines were connected to the equipment, the nozzles
were automatically added.
2 No, you can right-click and end the tag command after placing the primary
tag.

New P&ID 126 Dec-10

Module Overview
In this module you will add line connectors to the process lines.

Module Prerequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Add Line Connectors to a finished drawing.
• Place Line Connectors on a new drawing that link line data from an existing
drawing.
• View a linked reference.
• Detach a linked reference.
• To follow a link.

Dec-10 127 Line Connectors

Line Connectors

Line Connectors
The line connectors are used to identify processes going from one drawing to
another. There are several types of placement options available.
• Place an unconnected, unlinked connector. A connector placed in space on a
drawing without any connections or links to any pipelines or other existing
page connectors.
• Placing a connector on a pipeline. When placing a new off sheet line
connector, you can place the connector on an existing pipeline instead of in
space. Once the connection is complete the connector inherits the properties
of the pipeline. The connector annotation will reflect the line properties.
• Linking to an existing connector. When placing a new link, you are able to link
the new connector to an existing connector on another drawing.
• Place and link a connector on a pipeline. Place a line connector as you would
on a pipeline. In the Connectors option dialog, select the New Page Connector
option as well as a connector direction. Set Select File to Link To and select the
target file. The target drawing is then opened and you are prompted to place
the matching connector.
• Connect two existing connectors. Two existing connectors residing in
different drawings can be connected by right-clicking on a connector in one
drawing and link it to the matching connector in the other drawing.

During this module you will work through each example.

 Exercise 1: Place an Unlinked Connector on a Pipeline

1 Select File > Open.
2 Select PID1.
3 Click Open.
4 Window into the left side of the drawing around pipeline L100.
5 Expand the Connectors taskbar.
6 Select Off Page Connector.

Line Connectors 128 Dec-10

The following dialog opens.

7 Set New Page Connector in the Link Connector To group box.

8 Set On Page in the Connector Direction group box.
9 Click OK.
10 Place the connector on the drawing at the end of the pipeline L100.
The following dialog opens.

11 Click Cancel.
An unlinked connector is attached to the pipeline.
12 Repeat this exercise with pipeline L135.
13 Pan to the right side of PID1 around the pipelines.
14 Select Off Page Connector.
The Connectors Options dialog displays.
15 Set New Page Connector.
16 Set Off Page.
17 Click OK.
18 Place the connector at the end of the process line L108.

Dec-10 129 Line Connectors

Note: You may need to shorten the pipeline so that the connector symbol will
fit on the drawing.

Hint: Use the snap option to make sure of the connection to the pipeline.
19 Right-click to cancel annotation placement.
20 Place another Off Line Connector on pipeline L105.
21 Place an On Line Connector on the pipeline BG108.
The drawing should look as shown.

 Exercise 2: Place Connectors on PID2

1 Select File > Open.
2 Double-click on PID2.
Or click Open.
3 Window into the left side of the drawing and place an Off Line Connector
on pipeline L210.
4 Pan down the left side of the drawing.
5 Place On Line Connectors on pipelines L112, L114, L130 and L116.
6 Select Plant Project > Synchronize.

Note: This step cannot be skipped because synchronizing the data makes the
connectors available to be linked.

 Exercise 3: Add a Connector from and Existing Connector

1 Window into the area around the left side of the drawing including R-100.

Line Connectors 130 Dec-10

2 Select Off Page Connector from the Connectors taskbar.

The following dialog opens.

3 Set Existing Page Connectors in the Link Connector To group box.

4 Set Off Page in the Connector Direction group box.
5 Set Enable in the Document Filter group box.
6 Select Off HTF-P-L108-Training.
7 Click OK.
8 Place the arrow onto the PID.
The following dialog opens.

9 Click Yes.
The Pipeline Tag Creation dialog opens.
10 Select the P1 Pipe Run.
11 Select 10” from the Size list.
12 Pick a start point on the arrow.

Dec-10 131 Line Connectors

13 Pick a point on R-100. above the packing.

Note: The linked drawing is identified below the arrow.

14 Select Plant Project > Synchronize.
To complete the link.

Line Connectors 132 Dec-10

 Exercise 4: Place a Line Connector with a link to an Existing Line Connector

1 Select Off Page Connector.
2 Set Existing Page Connector.
This will expand the dialog to show the project P&ID’s.
3 Set Off Page in the Connector Direction group box.
4 Set Enable in the Document Filter group box.
5 Select [Link] in the list.

Note: The Available Connectors pane is now populated with the link
connectors on that drawing.
6 Select the ON HTF-P-L135-Training.
7 Click OK.
The following dialog opens.

8 Click Yes.
The Pipeline Tag Creation dialog opens.
9 Select the P1 Pipe Run.
10 Select 10” from the Size list.
The following dialog opens.

11 Continue the line from the back of the arrow to the bottom of the reactor.

Dec-10 133 Line Connectors

12 Select a backward flow.

 Exercise 5: Following a Page Connector

1 Open PID1.
2 Select the connector on line L108.
3 Right-click and select Follow page connector and Update from the
context menu.
The following dialog opens.

The dialog displays the Source and Target of the referenced link.

Line Connectors 134 Dec-10

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 Can you link an existing connector to a new connector?
2 How would you find out where a connector is linked to another drawing?
3 Can you place a connector on a drawing without it being connected to a
line?

Answers
1 Yes, a new connector can be linked to an existing connector.
2 To find out where a connector is linked to another drawing, right-click on
the connector and select Follow Page Connector and Update.
3 Yes, a connector can be placed anywhere on a drawing.

Dec-10 135 Line Connectors

Line Connectors 136 Dec-10

Module Overview
Now that you have created two P&ID’s we will learn the different utility functions
of creating revisions, setting a design history, multiple component functions,
importing or exporting a drawing and creating different types of reports based on
P&ID components.

Module Prerequisites
• Working knowledge of CAD systems and be able to understand P&ID’s.

Module Objectives
After completing this module, you will be able to:
• Create a Design History.
• Place or replace multiple components.
• Create reports.
• Use Model Validation.
• Import and Export a drawing.

Dec-10 137 PowerPID Utilities

Design History

Design History
Design History allows a user to better manage the design process. It provides a
complete revision control system that allows users to track and view the
incremental changes made to a model. Restoration of elements to a prior state
can be accomplished through a combination of undoing and redoing an historic
change.

Once a revision has been committed, there are a number of viewing and recovery
options. In the Design History, you can see at a glance the revision number, file
name, date and time, author, description of the change, and tags. You can use the
icons at the top of the dialog to view the revisions by type of change.

Design History fully supports changes to complex elements, including any

combination of grouping, dropping, and editing. These changes are also
supported in undoing such changes. Changes to individual elements are tracked
in history even if they are components. The Isolate History by Fence or Selection
Tool shows an element's history even if it is a member of a group.

Design History status can be viewed by clicking the Design History icon in the
status bar. Clicking the icon opens the pop-up menu. If Design History is not
initialized, the icon is dimmed. If Design History is initialized but there are
uncommitted changes, a pencil is superimposed on the scroll.

Periodically commit your changes with the Commit Changes tool. You are
prompted to enter a comment in the Commit Changes with each revision. How
often the revisions are committed is entirely up to you. The general
recommendation is that with active model files the changes should be recorded
at least daily to allow for easier recovery. For some projects, more frequent
recording of data may be desirable.

Design History applies to DGN files only. Design History cannot be applied to
DWG files.

 Exercise 1: To Start Using Design History

1 Open [Link].
2 Select Utilities > Design History > Initialize.

PowerPID Utilities 138 Dec-10

3 The following dialog opens.

4 Type Revision 1 in the window.

5 Click OK.

 Exercise 2: Commit Changes

1 Add a pump tagged P-300 to the upper right of H-100.

Note: If another user has made changes in a model and those changes are not
yet committed, you will see an alert box when you open the file. The
alert indicates that any uncommitted changes will be assigned to you,
the current user.
2 In the status bar, click Design History.
3 Select Commit.
4 Type Added pump P-300.

Dec-10 139 PowerPID Utilities

Note: Enter a comment to indicate the changes made in the revision.

5 Click OK.
The revision is committed and the comment appears in the Design
History.

 Exercise 3: Audit Trail

1 Select Utilities > Design History > Audit Trail.
The following dialog opens.

The dialog lists the date and time the revision was set.

 Exercise 4: Show Design History

1 Select Design History.
The following dialog opens.

PowerPID Utilities 140 Dec-10

Hint: The initial revision and the commitment of the pump are listed in the
history. To keep an accurate history, commit the changes after each
significant change to the drawing.
2 Close the Design History dialog.

 Exercise 5: Modify the Pump

1 Right-click on pump P-300.
2 Select Element Information.
3 Expand the General Information section
4 Type Henderson Pumps in the Manufacturer field.
5 Type A145 in the Model field.
6 Close Element Information dialog.
7 Select Commit the Changes.
8 Type Added Manufacturer and Model properties to pump P-300.
9 Click OK.
10 Select Design History.
11 Click on revision 1.1.
The entire drawing is grayed out.
12 Click on revision 1.2.
The pump has changed color to green, which indicates that it was added
to the drawing.
13 Click on revision 1.3.
The pump has changed color to blue, which indicates that the component
was modified.
14 Close the Design History dialog.

 Exercise 6: To Place a Cloud on an Element

1 Select the Annotation from the Tasks list.
2 Expand Cloud category.
3 Select Cloud on Element.

Dec-10 141 PowerPID Utilities

The following dialog opens.

4 Set On Each Element.

5 Click on the pump P-300.
6 Click to accept.

Note: If the On Each Element option is set in the Cloud on Element dialog, then
each element selected will get its own cloud. If clear, then one cloud
will be placed around all selected elements.

 Exercise 7: Delete the Pump

1 Delete pump P-300 and the cloud from the drawing.
2 Commit the changes.
3 Type Deleted pump P-300.
4 Click OK.
5 Click on revision 1.4.
The former pump is shown in red.

PowerPID Utilities 142 Dec-10

Reports
The next utility to be discussed is the reports utility. Reports are template based
and can be placed on the P&ID or sent to a printer. The Reports dialog shows a
hierarchy of the navigation tree displayed in the main report category with
individual report types listed underneath. Reports are available in the multiple
forms listed below:
• Crystal Reports: Multiple templates are available
• DGN Reports: Multiple templates are available
• Grid Reports: One template available

 Exercise 1: Creating a Crystal Report

1 Select Utilities > Reports from the menu.
The following dialog displays.

2 Expand the Reports node.

3 Select Equipment Reports > Equipment Pump Reports.
4 Right-click on the Equipment List.
5 Select Open as Report.

Dec-10 143 PowerPID Utilities

The following report is generated and displayed in a Crystal Reports (rpt)

format.

Note: This report can be printed or exported to a file.

 Exercise 2: Creating a report on the drawing

1 Select Utilities > Reports from the menu.
2 Expand the Reports node.
3 Select Equipment Reports > Equipment Pump Reports.
4 Right-click on the Equipment List.
5 Select Insert into the Drawing.

PowerPID Utilities 144 Dec-10

6 The report is now ghosted on your cursor, place in the lower left corner of
the drawing as shown.

 Exercise 3: Updating a component

1 Select Fit View.
To show the entire drawing.
2 Window into the area around the pumps.
3 Change the tag number of exchanger P-100 to P-111.
4 Right-click on the report.
5 Select Refresh Report from the context menu.
The report is now refreshed with the updated tag.

Dec-10 145 PowerPID Utilities

Model Validation
Running the drawing validation will filter through each component on a drawing
and highlight each item that is considered to be invalid. A description will be
provided to the user explaining why the component is invalid.

 Exercise 1: Change the Just in Time Validation Setting

1 Select Settings > Drawing.
The following dialog displays.

2 Select the Settings tab.

3 Set Validate.
4 Click OK.
To close the dialog.
5 You will need to exit and restart OpenPlant PowerPID for the changes to
take effect.

Warning: The drawing will take longer to open as it validates each component.

PowerPID Utilities 146 Dec-10

Importing and Exporting Drawings

PID’s can be imported and exported from PowerPID. The ECXML is the format
used in the process.

 Exercise 1: Exporting a drawing

1 Select File > Export > ECXML.
The following dialog opens.

2 Click Browse.
To navigate to the directory where the XML file will be stored.
3 Save the file to the project model directory.
4 Click Export.
To complete the process.
5 Double-click on the [Link] file for viewing only.

Dec-10 147 PowerPID Utilities

 Exercise 2: Importing a drawing

1 Select File > New.
2 Type PID3 in the File name: field.
3 Click Save.
4 Click Cancel in the OpenPlant Projects dialog.
5 Click OK in the P&ID Document dialog.
6 Select File > Import > ECXML.
The following dialog opens.

7 Click Browse.
8 Navigate to the [Link] file.
9 Select the file from the list.
10 Click Open.
To return to the Import Options dialog.
11 Click Import.
To open the file in the interface.

PowerPID Utilities 148 Dec-10

Piping Utilities
We will use PID_Example.dgn for the remainder of the exercises.

 Exercise 1: To Split a Pipe Run

1 Select File > Open.
2 Select PID_Example.dgn.
3 Click Open.
4 Click Cancel.
To work offline.
5 Click OK on the P&ID Document dialog.
6 Place a major pipeline on the drawing using all of the defaults.
7 Select Split Pipe Run from the Piping category.
It is also part of the main toolbox.
8 Left-click on the point on the run where the split is to occur.
9 Left-click to accept the point.
The following dialog opens.

PowerPID will create a unique name for the second run but all other
properties will remain the same.
10 Select P2.
11 Click OK.

Dec-10 149 PowerPID Utilities

The following dialog opens allowing you to edit the run's properties if
necessary.

12 Click OK.
The pipeline has been split into two runs and all other properties remain
the same.
13 Select the Element Selection.
14 Hover the cursor over the pipeline and note the two different runs.

Note: You can make changes to either run using the Element Info dialog.

 Exercise 2: To Merge Pipe Runs

1 Select Merge Pipe Runs from the Piping taskbar.
2 The Merge Runs dialog opens prompting you to identify the first run.
3 Click on the first run to be part of the merge.
The run is listed in the Merge Runs dialog.
4 Click on the second run.
To add it to the Merge Runs dialog. The second run is added to the dialog
and you are prompted to Accept/Reject the runs.

PowerPID Utilities 150 Dec-10

5 Left-click to Accept the merge.

6 Select P1.
7 Click OK.
8 Select the Element Selection.
9 Hover the cursor over the pipeline and note the pipeline has returned to
one run.

 Exercise 3: To Remove a Pipe Run from a Pipeline

1 Select Pipe Run.
2 Add a pipe run to the existing line.

3 Select the Remove Pipe Run to Pipeline from the Piping taskbar.
4 Click on the pipe run that was just added.
5 Left-click to Accept the selection.
The pipe run is removed from the pipeline and completely disassociated
from the pipeline properties.
6 Select the Element Selection.

Dec-10 151 PowerPID Utilities

7 Click on the pipeline and note the pipeline does not contain the extra
piperun.

 Exercise 4: To Add a Pipe Run to a Pipeline

8 Select the Add Pipe Run to Pipeline from the Piping taskbar.
9 Click on the pipeline.
10 Next, select the pipe run to be added.

11 Left-click to Accept the selection.

The pipe run will be added to the pipeline and will inherit the pipeline's
cad properties.

PowerPID Utilities 152 Dec-10

12 To check this, you can click on one of the pipeline's runs and notice that
the new run will highlighted along with it.

Note: If you open the Element Info dialog, the run will be listed at the top of
the dialog with the other pipe runs associated with the pipeline. If the
pipe run being added has the same name as an existing pipe run on the
pipeline, then the added run's name will be changed to be unique.

Dec-10 153 PowerPID Utilities

Conformance Tools
The Conformance Tools taskbar displays a list of options allowing you to create
custom components and/or modify existing ones. The options to create new
components are also available from their respective task bars and links to the
help are available below.

Note: The user component creation options only create single component instances
from existing shape(s) in the P&ID or from unique shapes drawing using the
Base Geometry tools. This option does not create a component definition
stored in the schema for future use as the Component Manager does, but will
allow you to use the Copy command to place additional instances of the unique
component.

Create a User Instrument

The User Instrument command enables you to create custom instrument
symbols from base geometrical shapes in the drawing.

 To Create User Instrument

1 Draw an object on PID_Example.dgn similar to the one below using the
Base Geometry tools.

Note: If you have an existing shape you would like to use on your drawing, you
can select it instead.
2 Select the geometrical shape(s) using one of the Element Selection
methods.

PowerPID Utilities 154 Dec-10

3 Open the Instrument taskbar.

4 Expand the Miscellaneous category.
5 Select User Instrument.

Note: This option is also available from the Conformance Tools taskbar.
The following dialog opens.

6 Select Instrument, general, local.

7 Click OK.
The following dialog opens.

8 Select SC from the Device Type Code list.

9 Click OK.
To close the dialog.

Dec-10 155 PowerPID Utilities

10 The geometrical shape is now a defined PowerPID component. You can

use the Element Information dialog to view or edit the new component's
properties.

Create User Equipment

The User Equipment command enables you to create custom Equipment
symbols from base geometrical shapes in the drawing.

 To Create User Equipment

1 Draw an object on PID_Example.dgn similar to the one below using the
Base Geometry tools.

Note: If you have an existing shape you would like to use on your drawing, you
can select it instead.
2 Select the geometrical shape(s) using one of the Element Selection
methods.
3 Open the Equipment taskbar.
4 Expand the Miscellaneous Equipment category.
5 Select User Equipment.

Note: This option is also available from the Conformance Tools taskbar.

PowerPID Utilities 156 Dec-10

The following dialog opens.

6 Scroll down and select Weighing Bridge.

7 Click OK.
The following dialog opens.

8 Type WB in the Device Type Code field.

9 Type 0001 in the Number field.
10 Click OK.
To close the dialog.
The geometrical shape is now a defined PowerPID component. You can use
the Element Information dialog to view or edit the new component's
properties.

Dec-10 157 PowerPID Utilities

Create a User Valve

The User Valve command enables you to create custom valve symbols from
base geometrical shapes in the drawing.

 To Create User Valve

1 Draw an object on PID_Example.dgn similar to the one below using the
Base Geometry tools.

Note: If you have an existing shape you would like to use on your drawing, you
can select it instead.
2 Select the geometrical shape(s) using one of the Element Selection
methods.
3 Open the Process taskbar.
4 Expand the Valves category.
5 Select User Valve.

Note: This option is also available from the Conformance Tools taskbar.

PowerPID Utilities 158 Dec-10

The following dialog opens.

6 Scroll down and select General Valve.

7 Click OK.
The following dialog opens.

8 Click OK.
To close the dialog.
The geometrical shape is now a defined PowerPID component. You can use
the Element Information dialog to view or edit the new component's
properties.

Dec-10 159 PowerPID Utilities

Create a User Component

The User Component command provides a general procedure to create a
component from existing shapes in the drawing.

 To Create User Valve

1 Draw an object on PID_Example.dgn similar to the one below using the
Base Geometry tools.

PowerPID Utilities 160 Dec-10

The following dialog opens.

5 Scroll down and select In-Line Mounted Instrument.

6 Click OK.
The following dialog opens.

7 Select PI from the Device Type Code list.

8 Click OK.
To close the dialog.
The geometrical shape is now a defined PowerPID component. You can use
the Element Information dialog to view or edit the new component's
properties.

Dec-10 161 PowerPID Utilities

Join Components
The join command joins two or more elements in the P&ID to create a single
component. There may be instances where you want to add additional graphical
element to an existing component in the drawing, or to a piece of user equipment
that was created earlier. This option will prompt you to identify the elements to
be connected, then will join them together.

 To Join a Graphic block to a Component

1 Place a packed tank with no heads like the one shown below.

2 Select Tools > Basic Geometry > Polygons > Place Block.
3 Place a block on the top right side of the tank.
4 Select the Conformance taskbar.
5 Select Join Tool.
6 Select the tank and then select the block.
7 Left-click to accept.

PowerPID Utilities 162 Dec-10

The block is joined to the equipment and can now be selected as one
component.

Relationships
The Add Relationship command allows you to create a relationship between two
objects on a drawing that may not be previously connected. After launching the
command and selecting the two items you want to create a relationship for, the
following dialog provides a list of relationship types to choose from:

 To Add a Relationship between two components.

1 Select the Conformance taskbar.
2 Select Add Relationship.
3 Select the source component.
4 Select the target component.
The following dialog opens.

Dec-10 163 PowerPID Utilities

5 Select a relationship type from the list.

6 Click OK.
Repeat the process to add additional relationships if necessary. Otherwise
click Element Selection to end the command.

Remove a Relationship
This option will remove relationship(s) created with the Add Relationship
command. After launching the command and selecting the components you are
prompted with the same dialog shown above. The dialog however, will display
only the current relationship(s) between the components. Once you close the
dialog, a message will display confirming the relationship was removed.

 To Remove a Relationship between two components.

1 Select the Conformance taskbar.
2 Select Remove Relationship.
3 Select the source component.
4 Select the target component.
5 The Select a Relationship Type dialog displays.
6 Select the relationship from the list to remove.
7 Click OK.
A message displays confirming the relationship has been removed.
Repeat the process to add additional relationships if necessary. Otherwise
click Element Selection to end the command.

PowerPID Utilities 164 Dec-10

Module Review
Now that you have completed this module, let’s measure what you have learned.

Questions
1 How do you have the changes made during a revision?
2 If a revision is selected and the component turns blue, what does this
indicate?
3 Can a piperun be added to a pipeline?
4 What is the file format that a drawing is imported or exported to?
5 Can you update a report that has been inserted onto a drawing?
6 Can user graphics become OpenPlant components?
7 When a report is generated for print what format does it use?
8 Can User Components used on multiple P&IDs?

Answers
1 To save the changes made during a revision you must first initiate a design
history and commit the changes made during that revision.
2 A component that turns blue when selected indicates that a modification
was made to that component.
3 Yes, using the Merge Pipe Run utility a piperun can be added to a pipeline.
4 A drawing is imported or exported to an ECXML format.
5 Yes, you can select the inserted report and select refresh to update a
report that has been added to a drawing.
6 Yes, using the Conformance tools, a user graphic can be converted to an
OpenPlant component.
7 The Crystal Report writer is used for reports that are to be printed.
8 No, User Components can be used once. You can use the Copy command
to place the component multiple times.

Dec-10 165 PowerPID Utilities

PowerPID Utilities 166 Dec-10

Course Summary
You have successfully completed the Bentley OpenPlant PowerPID fundamental
training course. You have placed equipment, process lines, valves,
instrumentation and line connectors. You were completed a second P&ID without
step by step instructions to verify you understood the concepts taught to you
during construction of the first P&ID. Finally you have learned techniques from
our utilities menu to make creating P&ID’s easier.

Now you will be able to:

• Place P&ID components.
• Create an assembly of components.
• Create a new P&ID deliverable.
• Use the PowerPID utilities.

Dec-10 167 Course Summary

Course Review

Course Review
Now that you have completed this course, let’s measure what you have learned.

Questions
1 Once you have created a new P&ID, you don’t want the PID Document
dialog to open each time the drawing is opened. Where do you disable the
dialog?
2 In the PID Drawing dialog, the Plant Area is found in the Plant tab. What is
the Plant Area?
3 When placing a nozzle or manway onto a piece of equipment, how do you
change the direction of the graphic?
4 How would you annotate a pump with the Manufacturer and Model
numbers?
5 Why do you have to change the pipe size of the pipe run instead of the
process line?
6 Does a process line have to connect to a nozzle on equipment?
7 If you process line does not fall on a grid line how do you place the valve?
8 Do you have to rotate the valves to the direction of the flow in the
process?
9 Is an instrument line an intelligent line?
10 What are the two methods of placing an instrument and why would you
use one over the other?
11 Where are assemblies created in the User Assemblies stored?
12 What are the two options available for inserting an assembly?
13 Name two ways that you can add a line connector to a drawing?
14 Can you view which drawing a line connector is linked to?
15 When should the design history be initialized?
16 How would you revert the drawing back to a previous revision?
17 What does a component shown in red on a revision check indicate?
18 What would you have to do to replace all of the check valves on a
drawing?
19 Name the three types of reports available in PowerPID.

Course Summary 168 Dec-10

20 Why would you export a P&ID?

Dec-10 169 Course Summary

Answers
1 Once you have created a new P&ID, you don’t want the PID Document
dialog to open each time the drawing is opened. Where do you disable the
dialog?
In the PID Dialog on the Settings tab, disable the Show Dialog on
Startup.
Because this is a toggle option, you can enable the option and the PID
Document dialog will resume opening on startup. Just remember to
launch the dialog you must select Settings > Drawing from the menu.
2 In the PID Drawing dialog, the Plant Area is found in the Plant tab. What is
the Plant Area?
The Plant Area is a list of Plant subdivisions defined by functional areas.
Plants are usually broken into subdivisions to identify working areas. The
Plant Area allows you to add all of the plant subdivisions to a list
contained in the P&ID.
3 When placing a nozzle or manway onto a piece of equipment, how do you
change the direction of the graphic?
The nozzle or manway will be ghosted on your cursor. As you pass your
cursor over the different sides of the equipment the nozzle will be
automatically rotated.
Occasionally the equipment will have a head that will confuse the rotation
of the graphic, just remember to pass the cursor over the side of the
equipment that correctly changes the rotation and then place the graphic
on the head.
4 How would you annotate a pump with the Manufacturer and Model
numbers?
Right-click on the pump and select Element Information, populate the
Manufacturer and Model fields with data. Right-click on the pump a
second time and select Annotation. Enable the Manufacturer field and
place the annotation where needed. Repeat the process for the Model
field.
Any property of a component can be placed as annotation onto a drawing.

Course Summary 170 Dec-10

5 Why do you have to change the pipe size of the pipe run instead of the
process line?
The pipe run contains the physical information.
The process lines contain several bits of information, so to keep them
organized, the physical information is assigned to the pipe run and the
design information is assigned to the process line.
6 Does a process line have to connect to a nozzle on equipment?
A process line does not have to be connected to a nozzle on a piece of
equipment.
If a nozzle is available and appropriate, the process line can certainly be
connected to it. If a nozzle is not available the process line can be
connected directly to the equipment and the nozzle will be added.
7 If your process line does not fall on a grid line how do you place the valve?
To place the valve on a line that is off grid, change the lock settings to
Axis and Nearest.
There are times that your process lines may not be on grid and the valves
will not place correctly, for example they will not break the process line.
To fix this, change the lock settings to Axis and Nearest and the valve will
place correctly.
8 Do you have to rotate the valves to the direction of the flow in the
process?
No, you do not have to rotate the valves, the software will place them in
the flow direction.
It is important to draw your process lines in the direction of the process
flow so that annotation and in-line components will place properly.
9 Is an instrument line an intelligent line?
Yes. Instrument lines are intelligent, though by default do not carry a lot
of properties and do not require unique tagging
The instruments at either end of the instrument line will record the signal
type(s) connected to it.
10 What are the two methods of placing an instrument and why would you
use one over the other?
Method one is to place a loop and method two is to place an instrument.
Placing a loop will define the operating and design conditions associated
with the loop. When a new instrument bubble is added to the loop it

Dec-10 171 Course Summary

inherits the properties of the loop. When placing an instrument only, it is

a standalone bubble with its own properties.
11 Where are assemblies created in the User assemblies stored?
The assemblies created in User assemblies are stored in your
Workspace\User directory.
You will have the option to create assemblies that will save you time in
generating your P&ID. They can be stored as a project assembly, a system
assembly or a user assembly.
12 What are the two options available for inserting an assembly?
Inserting an assembly as an assembly or inserting as individual
components.
If you insert as an assembly, when selected, the entire assembly is
highlighted and can be maneuvered. If inserted as individual components,
you can select the components that make up the assembly.
13 Name two ways that you can add a line connector to a drawing?
One method is to place an unlinked line connector into space on a
drawing. A second method is to place a linked line connector to an
existing line connector.
These are just two of the many methods available for placing line
connectors onto a drawing.
14 Can you view which drawing a line connector is linked to?
Yes, you can view the drawing that a line connector is linked to.
By selecting the link reference option from the context menu you can
actually view the exact location of the connected lines.
15 When should the design history be initialized?
Design history can be initialized at any point in the creation of a
drawing.
If you want to view every step in creating a P&ID, then initialize the
drawing history as soon as the drawing is created. If you want to only
record the steps after the first drawing is released, initialize the history at
the first revision.

Course Summary 172 Dec-10

16 How would you revert the drawing back to a previous revision?

In the Drawing history dialog, select the revision that you want to return
to and press Undo.
The Design History dialog gives you a lot of flexibility with the viewing of
each revision.
17 What does a component shown in red on a revision check indicate?
A component shown in red indicates that a component was deleted in
that revision.
A component shown in green indicates that a component was added in a
revision and one shown in blue indicates the component was modified in
that revision. A drawing that is entirely gray indicates that there have
been no changes since the initialization of the drawing history.
18 What would you have to do to replace all of the check valves on a
drawing?
Select a check valve and then use the Utility > Replace Components, to
change the check valves with a different valve.
The Replace components utility will allow users to replace a component
without having to erase and replace the component.
19 Name the three types of reports available in PowerPID.
The Crystal report, the DGN report and the Grid report.
The Crystal report and the DGN report have multiple templates available
while the Grid report only has one template available.
20 Why would you export a P&ID?
A P&ID could be exported to a third party user and be imported into
their project for review or update.
The import and export options allow users to share the P&ID’s and
maintain their [Link] page intentionally left blank.

Dec-10 173 Course Summary

Course Summary 174 Dec-10

OpenPlant PowerPID
Fundamentals
Imperial
V8i
Bentley Institute Course Guide
TRN012370-1/0002

OpenPlant PowerPID Fundamentals
2
Dec-10
Copyright © 2010 Bentley Systems, Incorporated
Trademarks
AccuDraw, Bentley, the “B”

Dec-10
3
Table of Contents
Copyright © 2009 Bentley Systems, Incorporated
Table of Contents
Course Overview _________________

Dec-10
4
Table of Contents
Copyright © 2009 Bentley Systems, Incorporated
Table of Contents
Answers__________________________

Dec-10
5
Table of Contents
Copyright © 2009 Bentley Systems, Incorporated
Table of Contents
Module Review ___________________

Table of Contents
6
Dec-10
Copyright © 2009 Bentley Systems, Incorporated
Table of Contents

Dec-10
7
Course Overview
Copyright © 2010 Bentley Systems, Incorporated
Course Overview
Course Description
In this course, yo

Course Overview
8
Dec-10
Copyright © 2010 Bentley Systems, Incorporated
Target Audience
Target Audience
This course is recomm

Dec-10
9
Course Overview
Copyright © 2010 Bentley Systems, Incorporated
Introductory Knowledge
Introductory Knowledge
Before

Course Overview
10
Dec-10
Copyright © 2010 Bentley Systems, Incorporated
Introductory Knowledge
Answers
1
OpenPlant PowerPID

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