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m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly Sa Beginner Introduction to Plant Design® 2014 October 2013 © 2013 Autodesk, Inc. All rights reserved. Sa m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be reproduced in any form, by any method, for any purpose. Certain materials included in this publication are reprinted with the permission of the copyright holder. 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Disclaimer THIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. “AS IS.” AUTODESK, INC. DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING THESE MATERIALS. Published by: ASCENT Center for Technical Knowledge 630 Peter Jefferson Parkway, Suite 175 Charlottesville, VA 22911 866-527-2368 www.ascented.com Sa m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly Contents Class Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Chapter 1: Introduction to AutoCAD Plant 3D . . . . . . . . . . . . . . . . . . . . . . 1 Lesson: Working in a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Exercise: Work in a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Lesson: Opening a Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Exercise: Open a Drawing in AutoCAD Plant 3D . . . . . . . . . . . . . . . . . . . 20 Lesson: Exploring the User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Exercise: Explore the User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Lesson: Managing Layers and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Exercise: Manage Layers and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Chapter 2: AutoCAD P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Lesson: Creating and Adding Existing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Exercise: Create a New P&ID Drawing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Lesson: Equipment and Nozzles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Exercise: Equipment and Nozzles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Lesson: Piping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Exercise: Place Lines and Inline Components. . . . . . . . . . . . . . . . . . . . . . 70 Lesson: Instruments and Instrument Lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Exercise: Instruments and Instrument Lines. . . . . . . . . . . . . . . . . . . . . . . 82 Lesson: Tagging Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Exercise: Add a Tag and Link Multiple Symbols to a Tag . . . . . . . . . . . 91 Lesson: Annotation Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Exercise: Annotate Your P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Lesson: Editing Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Exercise: Modify the Layout of your P&ID . . . . . . . . . . . . . . . . . . . . . . . 110 Lesson: Data Manager and Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Exercise: Use Data Manager to Review, Export, and Import Data . 124 Lesson: Custom One-off Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Exercise: Customize One-off Symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Lesson: Offpage Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Exercise: Add and Leverage Off Page Connectors . . . . . . . . . . . . . . . 141 Lesson: Advanced Topics and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . 148 Exercise: Convert and Create Symbols/Solve Validation Issues . . . 161 Lesson: P&ID Admin for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Exercise: Manage a P&ID Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Lesson: Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Exercise: Generate Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 v Chapter 3: AutoCAD Plant 3D - Imperial . . . . . . . . . . . . . . . . . . . . . . . . . . 195 m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly Lesson: Creating Project Folders and Drawings . . . . . . . . . . . . . . . . . . . . . . . . . 196 Exercise: Create Project Folders and Drawings . . . . . . . . . . . . . . . . . . . 201 Lesson: Steel Modeling and Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204 Exercise: Build a Steel Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210 Lesson: Equipment Modeling and Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Exercise: Create Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Lesson: Piping Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233 Exercise: Route Pipe and Add Fittings, Branch Connections, and Pipe Supports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238 Lesson: Piping Editing and Advanced Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 Exercise: Modify and Reuse Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259 Lesson: Working with P&ID Data in Plant 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270 Exercise: Add and Validate Pipelines Using the P&ID Line List. . . . . 276 Lesson: Creating and Annotating Orthographic Views . . . . . . . . . . . . . . . . . . 282 Exercise: Create and Annotate Orthographic Views . . . . . . . . . . . . . . 290 Lesson: Creating Isometric Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298 Exercise: Create Isometric Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303 Chapter 4: Autodesk Navisworks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311 Lesson: File Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312 Exercise: Work with Autodesk Navisworks Files . . . . . . . . . . . . . . . . . . 317 Lesson: Basic Navigation and Walkthrough . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320 Exercise: Navigate Your Way through a Design . . . . . . . . . . . . . . . . . . 329 Lesson: Clash Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336 Exercise: Conduct Clash Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340 Lesson: Highlights of Scheduling and Rendering . . . . . . . . . . . . . . . . . . . . . . . 344 Exercise: Working with the Fourth Dimension . . . . . . . . . . . . . . . . . . . 348 Chapter 5: Setting up and Administering a Plant Project . . . . . . . . . . 355 Sa Lesson: Overview of Project Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356 Exercise: Set Up and Structure Your Project . . . . . . . . . . . . . . . . . . . . . . 362 Lesson: Overview of Project Structure and Files. . . . . . . . . . . . . . . . . . . . . . . . . 371 Exercise: Manage Your Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378 Lesson: Setting Up Larger Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385 Exercise: Set Up a Project for Multiple Users . . . . . . . . . . . . . . . . . . . . . 390 Lesson: Defining New Objects and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 397 Exercise: Create Symbols and Set Up the Tagging Scheme . . . . . . . 410 Lesson: Customizing Data Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424 Exercise: Create Views and Manage Reports . . . . . . . . . . . . . . . . . . . . . 432 Lesson: Creating and Editing Drawing Templates and Data Attributes . . . 442 Exercise: Create a Template for AutoCAD Plant 3D . . . . . . . . . . . . . . . 446 Lesson: Specs and Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454 Exercise: Configure Specs and Catalogs. . . . . . . . . . . . . . . . . . . . . . . . . . 459 Lesson: Isometric Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475 Exercise: Create a Custom Isometric Drawing Set Up . . . . . . . . . . . . . 482 Lesson: Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488 Exercise: Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494 vi ■ Contents 500 514 523 538 Sa m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly Lesson: Creating and Managing Report Configurations . . . . . . . . . . . . . . . . . Exercise: Create and Manage Report Configuration Files . . . . . . . . Lesson: Setting Up SQL Express for AutoCAD Plant 3D . . . . . . . . . . . . . . . . . . Exercise: Install SQL Express and Set Up Plant 3D Projects to Use SQL Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contents ■ vii viii ■ Contents m Al ple lc p op ro yi vid ng e d an b d yA re S us C e EN st T ric fo tly r fo rev rb ie id w de o n. nly Sa