CADWorx

P&ID Tutorials

Version 2014 (14.0)

July 2013
DICAS-PE-200012C

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Contents
Preface for CADWorx P&ID Tutorials ........................................................................................................ 5
Basic Tutorial ............................................................................................................................................... 7
Start a new drawing ................................................................................................................................ 8
Setup drawing parameters ...................................................................................................................... 8
Place a vertical vessel ............................................................................................................................ 9
Place a pump ........................................................................................................................................ 10
Place the horizontal vessel ................................................................................................................... 12
Place an exchanger .............................................................................................................................. 13
Define equipment tags .......................................................................................................................... 14
Draw process lines ................................................................................................................................ 16
Annotate the process lines .................................................................................................................... 19
Place a nozzle ....................................................................................................................................... 20
Place instrumentation ........................................................................................................................... 21
Place valves and control valves ............................................................................................................ 26
Draw connecting lines .................................................................................................................... 28
Create relief valves ............................................................................................................................... 30
Place on/off arrows ............................................................................................................................... 32
Tag the process lines ............................................................................................................................ 33
Advanced Tutorial ..................................................................................................................................... 35
Start a new drawing .............................................................................................................................. 36
Setup drawing parameters .................................................................................................................... 37
Place a vertical vessel .......................................................................................................................... 38
Place a pump ........................................................................................................................................ 40
Place the horizontal vessel ................................................................................................................... 42
Place an exchanger .............................................................................................................................. 43
Draw process lines ................................................................................................................................ 44
Add line count to the line numbering system ................................................................................. 47
Enter tag information for process lines ........................................................................................... 47
Place nozzles ........................................................................................................................................ 49
Place instrumentation ........................................................................................................................... 50
Place valves and control valves ............................................................................................................ 54
Create new blocks and symbols ........................................................................................................... 58
Create embedded instruments.............................................................................................................. 63
Create relief valves ............................................................................................................................... 63
Add documentation to equipment ......................................................................................................... 65
Add links................................................................................................................................................ 66
Place on/off arrows ............................................................................................................................... 68
Add a non-database drawing to the project .......................................................................................... 69
Default project, forms, and queries ....................................................................................................... 70
Create a query in Microsoft Access ................................................................................................ 71
Create a form in Microsoft Access ................................................................................................. 72
Create a report in Microsoft Access ............................................................................................... 73
Change data within Microsoft Access ............................................................................................ 75
Index ........................................................................................................................................................... 77

CADWorx P&ID Tutorials

Contents

CADWorx P&ID Tutorials

Preface for CADWorx P&ID Tutorials

This document provides step-by-step instructions designed to get you up and running quickly with
CADWorx P&ID. Tutorials are divided into two sections: Basic Tutorials and Advanced
Tutorials. Each section includes individual lessons that provide hands-on practice using many of
the most commonly used features in CADWorx P&ID.
We welcome comments or suggestions about this documentation. You can send us an email at:
[email protected].
Documentation updates for supported software versions are available from eCustomer
https://crmweb.intergraph.com.
Intergraph gives you permission to print as many copies of this document that you need for
non-commercial use at your company. You cannot print this document for resale or redistribution
outside your company.

CADWorx P&ID Tutorials

Preface for CADWorx P&ID Tutorials

CADWorx P&ID Tutorials

SECTION 1

Basic Tutorial
The lessons in the Basic Tutorial section guide you through using the tools and commands in
CADWorx P&ID to create a drawing without a database. After you complete all of the lessons in
this section, the finished drawing should resemble the example below.

Even if you intend to use the software with a database, we recommend that you complete the
Basic Tutorial lessons.
When appropriate, a tutorial lesson cross-references a pertinent topic in the CADWorx P&ID
User's Guide so that you can get additional information regarding a specific command or
concept.

In This Section
Start a new drawing ........................................................................8
Setup drawing parameters .............................................................8
Place a vertical vessel ....................................................................9
Place a pump ..................................................................................10
Place the horizontal vessel .............................................................12
Place an exchanger ........................................................................13
Define equipment tags ....................................................................14
Draw process lines .........................................................................16
Annotate the process lines .............................................................19
Place a nozzle ................................................................................20
Place instrumentation .....................................................................21
Place valves and control valves .....................................................26
Create relief valves .........................................................................30
Place on/off arrows .........................................................................32
Tag the process lines .....................................................................33

CADWorx P&ID Tutorials

Basic Tutorial

Start a new drawing

When you open CADWorx P&ID, AutoCAD is loaded first. Also loaded are two template files in the
[Product Folder]\P&ID\Support folder.
Imperial.dwt - CADWorx P&ID Imperial template
Metric.dwt - CADWorx P&ID Metric template
Follow the steps below to begin creating a new drawing.
When you first open the software the Startup Options dialog box opens so that you can specify
the environment. Select Without Database and then click OK. Follow the steps below to start a
new drawing with either metric or imperial.
1. Click New
. Alternatively, type QNEW, and press ENTER.
2. Select Imperial.dwt in the Select template dialog box, and click Open.
The Startup Options dialog box opens so that you can specify the environment.
3. Select Without Database, and click OK.
You should start any new drawing with a template.

Setup drawing parameters

Each time you begin a new drawing, you must first define drawing parameters as required for the
current project.
1. Click the CADWorxP&ID tab and then click Setup
SETUP, and press ENTER.
The CADWorx P&ID Setup dialog box appears.

in the Setup Panel. Alternatively, type

By default Annotation is set to Off. Do not change this setting while you are working
the lessons in the Basic Tutorial.
2. Click Border.
The Borders dialog box appears.

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Basic Tutorial
3. Under Border type, select Predefined.
A list of predefined borders displays under Predefined borders.
The list of predefined borders is controlled by the [Product
Folder]\P&ID\Support\MVSetup.dfs file.
4. Select 34x22 (ANSI-D) in the Predefined borders list, and click OK.
5. Click OK on the CADWorx P&ID Setup dialog box.
The Edit Attributes dialog box appears.
6. Define the information required for the title block, and click OK.
7. Click Save
.
The Save Drawing As dialog box appears.
8. Type 10112 in the File name box, and click Save.
For more information about setting up drawing parameters, see "Setup" in the CADWorx
P&ID User's Guide.

Place a vertical vessel

When you create a drawing, first place equipment and then draw the pipe in the direction of the
flow. In this lesson, you will draw a vertical vessel, similar to the example below.

1. If the entire drawing is not visible, click the View tab and then click Extents
in the
Navigate 2D Panel.
2. Click the CADWorxP&ID tab and then click Vessels
in the Equip panel. Alternatively,
type ICONVESSEL, and press ENTER.
The Vessels dialog box appears.
3. Select Vert Vessel Ellip w/Skirt, and click OK.
First corner point.
4. Click a point in the drawing to define the lower left corner of the internal rectangle.
Second corner point.

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5. Click a second point in the drawing, approximately four grid spaces to the right and 12 grid
spaces up from the first point, to define the upper right corner of the internal rectangle.
The software draws the vertical tank with the ellipses at the top and bottom of the vessel.
Pick skirt base.
6. Click in the drawing to define the location for the base of the skirt.
Pick position.
7. Click a point within the vessel to define the placement of the vessel tag.
Pick position
8. Click a point above the vessel at the top of the drawing, about one grid space down from the
drawing border, to define the placement of the vessel label.
For more detailed command reference information, see "Vessels" in the CADWorx P&ID
User's Guide.

Place a pump
In the next lesson, you will place two pumps.

1. Click the CADWorxP&ID tab and then click Pumps

on the Equip panel. Alternatively, type
ICONPUMP, and press ENTER.
The Pumps dialog box appears.
2. Select Pump Centrifugal (Y axis), and click OK.
Pick position.
3. Click a point in the drawing to the right of the bottom of the tank to place the pump.

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Basic Tutorial
Pick orientation.
4. Define the orientation of the pump so that the suction and discharge are facing toward the
right edge of the drawing.
Move the mouse from the left to the right to assign the correct orientation of the pump.
When the pump is oriented correctly, click once in the drawing to exit the command.
Pick position.
5. Click a point just below the pump to place the additional tag.
Pick position.
6. Click a point directly above the pump and one grid space down from the drawing border to
define a position for the pump label.
7. Place a copy of the pump approximately ten spaces to the right of the first pump.

Place a copy of the pump

1. Click the Home Tab and then click Copy
on the Modify panel. Alternatively, type COPY,
and press ENTER to place a second pump identical to the first.
2. Click the first pump you placed.
Select objects.
3. Press ENTER to complete the selection set.
Specify base point or [Displacement/Mode].
4. Click a point at the base of the pump.
Specify second point or <use first point as displacement>.
5. Click a second point in the drawing about 10 grid spaces to the right of the original pump, and
press ENTER.
1 row(s) added to the database.
When you copy an object, CADWorx creates a row in the database automatically.
The Editing Mechanical Component dialog box appears.
6. Type P-002 in the Tag box, and click Additional Data.
7. Type REFLUX PRODUCT PUMP in the Service box, and click OK.
8. Click OK in the Editing Mechanical Component dialog box to return to the drawing.

CADWorx P&ID clears the tag value for all pumps and vessels that are copied to prevent
duplicate tag values.
Equipment that you draw in CADWorx P&ID is grouped together. To move an individual
component within a group, you must use the AutoCAD STRETCH command.
For more detailed command reference information, see "Pumps" in the CADWorx P&ID User's
Guide.

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Basic Tutorial

Place the horizontal vessel

Follow the steps below to place a horizontal tank in the drawing, similar to the example below.

1. Click the CADWorxP&ID tab and then click Vessels

on the Equip panel. Alternatively,
type ICONVESSEL, and press ENTER.
The Vessels dialog box appears.
2. Select Horiz Vessel Ellip, and click OK.
First corner point.
3. Click a point in the drawing to define the lower left corner of the internal rectangle.
Second corner point.
4. Click a second point in the drawing, approximately four grid spaces up and 10 grid spaces to
the right of the first point, to define the upper right corner of the internal rectangle.
The software draws the horizontal vessel with the ellipses on each end of the vessel
Pick position.
5. Click a point within the horizontal vessel to define the placement of the vessel tag.
Pick position.
6. Click a point above the horizontal vessel at the top of the drawing, about one grid space down
from the drawing border, to define the placement of the vessel label.
For more detailed command reference information, see "Vessels" in the CADWorx P&ID
User's Guide.

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Basic Tutorial

Place an exchanger
In this lesson, you will place two exchangers: one to the left of the vertical tank, and the other
above the horizontal tank.

1. Click the CADWorxP&ID tab and then click Exchangers

in the Equip panel.
Alternatively, type ICONEXHANGE and then press ENTER.
The Exchangers dialog box appears.
2. Select Exchanger - Process Flow, and click OK.
Pick position.
3. Click a point in the drawing to the left of the vertical tank, just above the seam, to define the
location of the first exchanger.
Second position.
4. Click a point at the upper left of the exchanger to place the additional tag.
Pick position.
5. Click a point above the exchanger at the top of the drawing, about one grid space down from
the drawing border, to define the placement of the exchanger label.
6. Repeat steps1 through 5 to place an identical exchanger above the left end of the horizontal
vessel.
For more detailed command reference information, see "Exchangers" in the CADWorx
P&ID User's Guide.

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Basic Tutorial

Define equipment tags

Although you have placed several equipment items in the drawing, none of the equipment has
been assigned a tag number yet. The Edit
command allows you to select any item that has
data associated with it, and edit that data. The steps below demonstrate how to edit the existing
equipment in your drawing. When you finish, your drawing should resemble the example below.

1. Click the CADWorxP&ID tab and then click Edit

on the Modify panel. Alternatively, type
CEDIT, and press ENTER.
Select P&ID entity.
2. Select the vertical tank on the left side of the drawing.
The Editing Vessel Component dialog box appears.
You can also get this box to display by double clicking the P&ID entity.
3. Define the property data as shown in the example below.

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4. Click Additional Data.
The Additional Data dialog box appears.

5. Type Depropanizer in the Corrosion Allowance box, and click OK.

6. Click OK on the Editing Vessel Component dialog box.
The equipment tag on the face of the vertical tank and the equipment label at the top of the
drawing are both appended with the tag number.
7. Repeat steps 1 through 6 to edit the properties for the remaining equipment on the drawing as
indicated below.
Horizontal Vessel:
Length - 16-0 T/T
OD - 74
Tag - V-010
Corrosion Allowance - Overhead Accumulator
Pump 1 (right of vertical tank):
Tag - P-001
Service - Reflux Product Pump
Pump 2:
Tag - P-002
Service - Reflux Product Pump
Exchanger 1 (left side of vertical tank):
Tag - EX-001
Service - Reboiler
Exchanger 2 (above horizontal vessel):
Tag - EX-002
Service - Overhead Condenser
For more information, see "Edit" in the CADWorx P&ID User's Guide.

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Basic Tutorial

Draw process lines

The following lesson shows you how to connect the equipment with process lines. To ensure that
the process and Actual From/To information is properly recorded, draw the process lines in the
direction of the flow. If the process direction changes, you can modify the process information.
1. Click the CADWorxP&ID tab and then click Major Primary
on the Process Lines panel.
Alternatively, you can type MPRIMARY, and press ENTER.
The command prompts for the process line functions are similar to the AutoCAD
PLINE command.
2. Click a point at the top of vessel T-001 to indicate the start point of the line segment.
3. Draw the line up and over to the top of exchanger EX-002, clicking the point where you want
each line segment to end.
4. When you reach the top of exchanger EX-002, right-click and select Enter to end the process
line.
Your drawing should look similar to the example below.

5. Continue to use Major Primary

to draw the remaining process lines as outlined below.
a. Draw a process line from the bottom of exchanger EX-002 to the top of vessel V-010.
b. Draw a process line from the bottom of vessel V-010 to the suction side of pump P-002.

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Basic Tutorial
c. Draw a process line up from the discharge side of pump P002 over to vessel T-001. From
the corner of this line, above the P-002 pump, draw a line towards the right edge of the
drawing.

d. Draw the suction line to pump P-001 and then draw the discharge line.

e. Draw a line from the bottom of the ellipse on vessel T-001 to exchanger EX-001.
f. Draw the line from the top of exchanger EX-001 to the left side of vessel T-001.

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Basic Tutorial
g. Draw a line from the bottom ellipse on vessel T-001 to the right side of the drawing.

h. Draw a line coming out of the left side of vessel T-001 toward the left edge of the drawing.

i. Draw a line from the top of vessel V-010 to the flare.

Your finished drawing should look similar to the example below.

For more detailed command reference information, see "Process Lines Panel" in the
CADWorx P&ID User's Guide.

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Basic Tutorial

Annotate the process lines

After you have drawn the process lines, use Edit
to annotate each process line with size,
specification, and tag data. You can also enter tag information for the valves. Then, when you
begin placing valves and equipment connections such as nozzles on the process lines, they
automatically assume the size of the line. To help you identify which process line is being
referenced in the following lesson, use the labels shown in the example below.

1. Click the CADWorxP&ID tab and then click Edit

on the Modify panel. Alternatively, type
CEDIT, and press ENTER.
2. Select the process line coming out of the top of vessel T-001 (A).
The Editing Line Component dialog box appears.
3. Define the process line properties as shown in the example below and click OK.

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Basic Tutorial
4. Continue using Edit
to assign size and specification data for each of the remaining
process lines as outlined in the table below.

Process Line
Label

Size

Spec

Tag

10

150

10"-150

150

2"-150

10

150

10"-150

150

8"-150

10

150

10"-150

150

8"-150

150

6"-150

16

150

16"-150

150

6"-150

20

150

20"-150

The information that you define is stored with the process line. In Tag the process lines (on
page 33), you will place tags on these process lines.
To assign a specification to any CADWorx component, click the CADWorxP&ID tab and then
click Spec Assign
in the Size_Spec panel. For more information, see "Spec Assign" in the
CADWorx P&ID User's Guide. You can also use the CADWorx P&ID Setup dialog box to set
the specification to 150-lb so that all process lines drawn are assigned the specification
automatically at placement.
The line number system is explained in the Advanced Tutorial section. Using a line
numbering system requires that you only enter the size and specification of the process line to
automatically generate the tag value.

Place a nozzle
If you want the nozzles you place to acquire the size of the process line, you must first set
the size of the process line. Otherwise, you must edit each connection manually.
1. Click the CADWorxP&ID tab and then click Nozzles
on the Equip panel. Alternatively,
type ICONNOZZLE, and press ENTER.
The Nozzles dialog box appears.
2. Select Nozzle - single line /w blind, and click OK.
Pick position.
3. Select the point where the line coming out of the top of vessel T-001 meets the ellipse.
Pick rotation.
4. Drag the mouse upright so that the nozzle is oriented correctly.

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5. Repeat steps 1 through 4 to place the Nozzle - single line /w blind for each of the remaining
connections on vessel T-001, as shown in the example below.

6. Repeat Steps 1 through 4 to place the Nozzle No Flange on V-010, as shown in the
example below.

For more detailed command reference information, see "Nozzles" in the CADWorx P&ID
User's Guide.

Place instrumentation
1. Click the View tab and then click Window
around the pumps.
The software zooms in around the pumps.

on the Navigate 2D panel, and drag a window

2. Click the CADWorxP&ID tab and then click Discrete - Local

on the Instruments panel.
Alternatively, type DILOCAL and then press ENTER.
Specify start point.
3. Click the discharge line on pump P-100, about one grid space up from the pump.
Specify next point or [Undo].
4. Click a point about 1-1/2 grid spaces to the left of the discharge line to define the insertion
point of the instrument bubble, and press ENTER.
The Lines dialog box, which contains different types of instrument lines, displays.
5. Select Instrument, and click OK.

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Basic Tutorial
6. Click Edit
on the Modify panel . Alternatively, type CEDIT, and press ENTER.
Select P&ID entity.
7. Select the instrument you just placed.
The Editing Instrument Component dialog box appears.
8. Type values for Function and Tag as shown in the example below, and click OK.

9. Repeat steps 2 through 8 to place an instrument bubble on the discharge line of pump P-002,
and tag the bubble PI-002.

10. Click the View tab and then click Window

on the Navigate 2D panel, and drag a window
around V-010.
The software zooms in around the vessel.
11. Repeat steps 2 through 8 to place an instrument bubble at the top of vessel V-010, and tag it
PC-010.

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12. Place another instrument bubble attached to the PC-010 instrument line, and tag it PI-010.
You must pick three different points to place the bubble. The first point is the
instrument line on PC-010, the second is directly across, about 1-1/2 grid spaces to the left of
the first point, and the third point is directly up from second point, even with the PC-010
bubble. The drawing should resemble the example below.

13. Click the View tab and then click Window

on the Navigate 2D panel, and drag a window
around the right end of vessel V-010, leaving enough room for two instrument bubbles.
The software zooms in around the right end of the vessel.
14. Repeat steps 2 through 8 to draw an instrument bubble from the center of the ellipse, and tag
that bubble LT-010.

Draw two instrument lines from the LT-010 instrument bubble

1. Click the instrument line that runs from the horizontal vessel to the LT-010 instrument bubble,
and press DELETE.
2. Click the CADWorxP&ID tab and then click Instrument
on the Instrument Lines panel.
Alternatively, type INSTRUMENT, and press ENTER.
Specify start point.
3. Click a point at the top of the LT-010 instrument bubble, and draw a line up and over into the
vessel ellipse.
4. Press ENTER to exit the command.

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Basic Tutorial
5. Repeat step 2, and draw a second instrument line from the bottom of the instrument bubble to
the vessel ellipse and then press ENTER.

6. Click the Home tab and then click TRIM

on the Modify panel.
Select objects.
Right-click anywhere in the drawing.
Select object to trim or shift select to extend or.
7. Click the bottom of the line coming out of the LT-010 instrument bubble to trim the instrument
lines back to the ellipse, as shown in the example below.

Assign tags to the instrument bubbles.

1. Click the CADWorxP&ID tab and then click Discrete - Local
Alternatively, type DILOCAL and then press ENTER
Specify start point.
2. Select the center of the LT-010 instrument bubble.

on the Instruments panel.

When you select the center of an existing instrument bubble, the software uses the
same tag for the new bubble, which is 010 in this example.
Specify next point or [Undo].

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3. Drag the bubble to the right until it is flush against the right edge of the first instrument bubble,
click once, and press ENTER.
4. Select the instrument, and click OK.
5. Type CEDIT, and press ENTER.
Select P&ID entity.
The Editing Instrument Component dialog box appears.
6. Type LC-010 in the Tag box, and click OK.

7. Repeat the previous steps in this lesson as necessary to place LT-001 and LC-001 instrument
bubbles on T-001 and then place nozzles on the instrument arms, similar to the example
shown below.

For more detailed command reference information, see "Instruments Panel" in the
CADWorx P&ID User's Guide.

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Basic Tutorial

Place valves and control valves

1. Click the View tab and then click Window
on the Navigate 2D panel, and drag a window
around LT-001, LC-001, and the line coming out of the bottom of T-001 going towards the
right edge of the drawing.
The software zooms in around the horizontal tank area.

2. Click the CADWorxP&ID tab and then click Valve - Control

on the Valves panel.
Alternatively, type ICONCONVALVE, and press ENTER.
The Valves Control dialog box appears.
3. Select Control Gate Diaphragm, and click OK.
Pick position.
4. Place the control valve about two grid spaces from the right side of the horizontal line, similar
to the example shown below.

5. Click Discrete - Local

press ENTER.
Specify start point.

26

on the Instruments panel. Alternatively, type DILOCAL and then

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6. Place an instrument bubble for the control valve, as shown in the example below.

7.
8.
9.
10.

11.
12.
13.
14.

To place the instrument line at an angle, you must turn off Ortho.
Type CEDIT, and press ENTER.
Select P&ID entity.
Select the instrument you just placed.
The Editing Instrument Component dialog box appears.
Type LCV in the Function box and 001 in the Tag box, and click OK.
Click Valve - Regular
on the Valves panel. Alternatively, type ICONREGVALVE, and
press ENTER.
The Valves Regular dialog box appears.
Select Gate, and press OK.
Pick position.
Place a gate valve approximately three grid spaces to the left of the control valve.
Right-click anywhere in the drawing, and select Repeat ICONREGVALVE.
Place a second gate valve approximately three grid spaces to the right of the control valve, as
shown in the example below.

For more detailed command reference information, see "Valves Panel" in the CADWorx P&ID
User's Guide.
The 6 attribute for the control valve is a little close to the 6 attribute of the gate valve on the
right. You can use the grips of the block attribute to move them a little farther away from each
other.

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Draw connecting lines

1. Click the CADWorxP&ID tab and then click Pneumatic
on the Instrument Lines panel.
Alternatively, type PNEUMATICBIN and then press ENTER.
Specify start point,
2. Follow the command prompts, and draw a pneumatic line from the LC-001 instrument bubble
on the horizontal tank to the top of the control valve actuator, as shown in the example below.

3. Click Major - Secondary

on the Process Lines panel. Alternatively, type MSECOND
and then press ENTER.
Specify the start point,
4. Draw the bypass process line for the control station.
5. Type CEDIT, and click OK.
Select PID entity,
6. Select the bypass process line.
The Editing Line Component dialog box appears.
7. Type the values as specified below:
Size - 4"
Spec - 150
Tag - 4"-150
8. Click Valves - Regular
on the Valves panel. Alternatively, type ICONREGVALVE, and
press ENTER.
The software opens the Valves Regular dialog box.
9. Select Globe, and press OK.
Pick position.

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Basic Tutorial
10. Place a globe valve in the bypass line, as shown in the example below.

11. Continue using the Valves - Regular

command to first select and then place check and
gate valves around the pumps as shown in the example below.

You can also click the CADWorxP&ID tab and then click Menu Symbols
on the
Setup panel to draw a customized control station block. This command allows you to do what
the multiple commands in this lesson do. For more information, see Create new blocks and
symbols (on page 58) in the Advanced Tutorial section.
12. Repeat steps 1 through 10 to draw three additional control stations:
a. Draw a control station connected to the LC-010 instrument bubble on V-010 (horizontal
vessel).

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b. Draw a control station on the line coming off the top of vessel V-010.

c. Draw a flow control station on the line that goes into the right side of T-001 (vertical
vessel). Use the Flange
command in the Valves panel to place a flange in the line for
instrument bubble FT-001 and draw FT-001 out from it.

Create relief valves

1. Click the View tab and then click Window
on the Navigate 2D panel, and drag a window
around the upper left-hand corner of the drawing.
2. Click the CADWorxP&ID tab and then click Lines
on the Instrument Lines panel.
Alternatively, type ICONLINE and then press ENTER.
The Lines dialog box appears.
3. Select Major Secondary in the list, and click OK.
Specify start point.

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Basic Tutorial
4. Draw a line similar to the one shown in the example below.

5. Click Valve Other

on the Valves panel. Alternatively, type ICONOTHERVALVE, and
press ENTER.
The Valves Other dialog box appears.
6. Select Relief, and click OK.
Pick position.
7. Place the valve at the top of the vertical line where the vertical and horizontal lines meet, as
shown in the example below.

8. Place an instrument bubble on the relief valve, and tag the bubble RV-001.
Place instrumentation (on page 21)
9. Continue using the Valve-Regular
command to select and place a gate valve on each
side of the relief valve.
10. Click Large
on the Text panel. Alternatively, type LARGETEXT and then press ENTER.
Text start point.

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11. Click just above the end of the process line coming from RV-001, and type TO FLARE.

For more detailed command reference information, see "Valves Panel" in the CADWorx
P&ID User's Guide.

Place on/off arrows

You will place three on/off arrows: one on the process line that runs from the left edge of the
drawing, and the other two on the process lines that run towards the right edge of the drawing.
1. Click the CADWorxP&ID tab and then click Links
on the Equip panel. Alternatively, type
ICONLINK and then press ENTER.
The Links dialog box appears.
2. Select Link From (type 1), and click OK.
Pick position.
3. Place the arrow on the line that runs from the left edge of the drawing to the left side of vessel
T-001.
Pick rotation.
4. Drag the mouse to the right (in the direction of the point of the arrow) so that the head of the
arrow points towards the horizontal tank.

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5. Repeat steps 1 and 2 to place two arrows on the process lines that run towards the right edge
of the drawing, as shown in the example below.

6. Click Large
on the Text panel. Alternatively, type LARGEARROW, and then press
ENTER.
Pick insertion or point on polyline.
7. Click a point near the end of each process line in the drawing to place a flow arrow.
The flow arrow defaults to the end of the lines, in the direction of the flow.
See the finished drawing at the end of Tag the process lines (on page 33) if you are
having trouble placing the arrows correctly.

Each placement of a flow arrow terminates the LARGEARROW command. To recall the
command and continue placement, right-click anywhere in the drawing, and select Repeat
LARGEARROW.
For more detailed command reference information, see "Links" in the CADWorx P&ID User's
Guide.

Tag the process lines

1. Click the CADWorxP&ID tab and then click Tag Line
on the Process Lines panel.
Alternatively, type TAGNUMBER and then press ENTER.
Select a line entity to tag.
2. Click a process line in the drawing.
Pick position.
3. Click a point to define the location of the tag.
Pick rotation.
4. Drag the mouse to define the orientation of the tag.

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The software displays the tag data that you defined in Annotate the process lines (on page
19).

5. Repeat steps 1 through 4 to place tags on the remaining process lines as needed.
The finished drawing should resemble the example shown below.

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SECTION 2

Advanced Tutorial
The lessons in the Advanced Tutorial section guide you through using the tools and commands
in CADWorx P&ID to create a project using an external database. After you complete the lessons
in this section, your finished drawing should resemble the example below.

Although the drawing layout used for the advanced tutorial lessons is similar to the one used in
the basic tutorial lessons, the two drawings are different. Also, the advanced lessons use a
slightly modified workflow for defining and modifying property data than the one used in the
basic lessons.
Do not store drawings created using an external database in the same folder with drawings
created without an external database.
For more information about any of the commands referenced in the advanced lessons, see the
CADWorx P&ID User's Guide.

In This Section
Start a new drawing ........................................................................36
Setup drawing parameters .............................................................37
Place a vertical vessel ....................................................................38
Place a pump ..................................................................................40
Place the horizontal vessel .............................................................42
Place an exchanger ........................................................................43
Draw process lines .........................................................................44
Place nozzles..................................................................................49
Place instrumentation .....................................................................50
Place valves and control valves .....................................................54
Create new blocks and symbols .....................................................58
Create embedded instruments .......................................................63
Create relief valves .........................................................................63
Add documentation to equipment ...................................................65
Add links .........................................................................................66
Place on/off arrows .........................................................................68
Add a non-database drawing to the project ....................................69
Default project, forms, and queries ................................................70

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Start a new drawing

When you first open CADWorx P&ID, AutoCAD is loaded first. Also loaded are two template files
in the [Product Folder]\P&ID\Support folder.
Imperial.dwt - CADWorx P&ID Imperial template
Metric.dwt - CADWorx P&ID Metric template
Follow the steps below to begin the tutorial project.
When you first open the software the Startup Options dialog box opens so that you can specify
the environment. Select Without Database and then click OK. Follow the steps below to start a
new drawing for the advanced tutorial.
Advanced tutorial must be done with a database.
1. Click New
. Alternatively, type QNEW, and press ENTER.
2. In the Select template dialog box, select Imperial.dwt and then click Open.
You should start any new drawing with a template.
The Startup Options dialog box opens so that you can specify the environment to be used.
3. In the Startup Options dialog box, select Create under New Project and then click OK.
The Setup New Project Directory dialog box appears.

4. Select Access in the Database Type list, and click Browse.

The Access File to Create dialog box appears.
5. Define a path for the project and type a name for the Access database, and click Save.
6. In Setup New Project Directory, click OK.
The software associates this information with the drawing/project. The Startup Options
dialog box appears again.
7. Click With Database under New Drawing, and click OK.
The New Drawing Name dialog box appears.
8. Name the new drawing 10111, and click OK.
The new drawing that you create must reside in the same folder as the project
you created in step 5.

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Advanced Tutorial

Setup drawing parameters

Each time you begin a new drawing, you must define drawing parameters as required for the
current project.
1. Click the CADWorxP&ID tab and then click Setup
SETUP, and press ENTER.
The CADWorx P&ID Setup dialog box appears.
2. In the Annotation section, select On.
3. Click Border.
The Borders dialog box appears.

on the Setup panel. Alternatively, type

4. Under Border type, select Predefined.

A list of predefined borders displays under Predefined borders.
The list of predefined borders is controlled by [Product
Folder]\P&ID\Support\MVSetup.dfs.
5. Select 34x22 (ANSI-D) in the Predefined borders list, and click OK.
6. Click OK on the CADWorx P&ID Setup dialog box.
The Edit Attributes dialog box appears.
7. Define the information required for the title block, and click OK.
For more information about setting up drawing parameters, see "Setup" in the CADWorx
P&ID User's Guide.

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Place a vertical vessel

When you create a drawing, first place equipment and then draw the pipe in the direction of the
flow. In this lesson, you will draw a vertical tank, similar to the vessel shown in the following
example.

1. Click the View tab and then click Extents

on the Navigate 2D panel so that the entire
drawing is visible.
2. Click the CADWorxP&ID tab and then click Vessels
on the Equip panel. Alternatively,
type ICONVESSEL, and press ENTER.
The Vessels dialog box appears.
3. Select Vert Vessel Ellip w/Skirt, and click OK.
First corner point.
4. Click once in the drawing to define the lower left corner of the vessel.
Second corner point.
5. Click once in the drawing to define a second point approximately four grids to the right and 12
grids up from the first point to define the upper right corner of the vessel.
The software draws the vertical tank with the ellipses at the top and bottom of the vessel.
Pick skirt base.
6. Click in the drawing to define a point for the base of the skirt.
Pick position.
7. Click a point within the vessel to define the placement of the vessel tag.
Pick position.
8. Click a point above the vessel at the top of the drawing, about one grid from the border, to
define the placement of the vessel label.
The Editing Vessel Component dialog box appears.

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9. Define the property data as shown in the example below.

10. Click Additional Data.

The Additional Data dialog box appears.

11. Type Depropanizer in the Corrosion Allowance box, and click OK.
12. Click OK on the Editing Vessel Component dialog box.
The equipment tag on the face of the vertical tank and the main equipment tag at the top of the
drawing are appended with the tag number.
For more detailed command reference information, see "Vessels" in the CADWorx P&ID
User's Guide.

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Advanced Tutorial

Place a pump
In the next lesson, you will place two pumps.
1. Click the CADWorxP&ID tab and then click Pumps
on the Equip panel. Alternatively,
type ICONPUMP, and press ENTER.
The Pumps dialog box appears.
2. Select Pump Centrifugal (Y axis), and click OK.
Pick position.
3. Click a point on the drawing to the right of the bottom of the tank to place the pump.
Pick orientation.
4. Define the orientation of the pump so that the suction and discharge are on the right side of
the pump.

5.
6.

7.
8.
9.

40

Move the mouse from the left to the right to assign the correct orientation of the pump.
When the pump is oriented correctly, click once in the drawing.
Pick position.
Click a point just below the pump to place the pump tag.
Pick position.
Click a point directly above the pump and one grid down from the border to define a position
for the pump label.
The Editing Mechanical Component dialog box appears.
Type P-001 in the Tag box, and click Additional Data.
Type Reflux Product Pump in the Service box, and click OK.
Click OK in the Editing Mechanical Component dialog box to return to the drawing.

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Advanced Tutorial
Place a copy of the pump
1. Click the Home tab and then click Copy
on the Modify panel. Alternatively, type COPY,
and press ENTER to place a second pump identical to the first.
2. Click the first pump you placed.
Select objects.
3. Press ENTER to complete the selection set.
Specify base point or [Displacement/Mode].
4. Click a point at the base of the pump.
Specify second point or <use first point as displacement>.
5. Click a second point in the drawing about 10 grid spaces to the right of the original pump and
press ENTER.
1 row(s) added to the database.
6.
7.
8.
9.

When you copy an object, CADWorx creates a row in the database automatically.
Double-click the new pump.
The Editing Mechanical Component dialog box appears.
Type P-002 in the Tag box, and click Additional Data.
Check that REFLUX PRODUCT PUMP is in the Service box, if not type it in and click OK.
Click OK in the Editing Mechanical Component dialog box to return to the drawing, which
should resemble the example below.

CADWorx clears the tag value for all pumps and vessels that are copied to prevent duplicate
tag values.
Equipment that you draw in CADWorx is grouped together. To move an individual component
within a group, you must use the AutoCAD STRETCH command.
For more detailed command reference information, see "Pumps" in the CADWorx P&ID User's
Guide.

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Advanced Tutorial

Place the horizontal vessel

Follow the steps below to place a horizontal vessel. The resulting drawing will look similar to the
one in the example below.

1. Click the CADWorxP&ID tab and then click Vessels

on the Equip panel. Alternatively,
type ICONVESSEL, and press ENTER.
The Vessels dialog box appears.
2. Select Horiz Vessel Ellip, and click OK.
First corner point.
3. Click once in the drawing to define the lower left corner of the vessel.
Second corner point.
4. Click once in the drawing to define a second point approximately four grids up and 10 grids to
the right of the first point to define the upper right corner of the vessel.
The software draws the vessel with the ellipses on either end.
Pick position.
5. Click a point within the vessel to define the placement of the vessel tag.
Pick position.
6. Click a point above the vessel at the top of the drawing, about one grid space down from the
top border, to define the placement of the vessel label.
The Editing Mechanical Component dialog box appears.
7. Type V-010 in the Tag box, and click Additional Data.
8. Type Overhead Accumulator in the Service box, and click OK.
9. Click OK in the Editing Mechanical Component dialog box to return to the drawing.
The equipment tag on the face of the horizontal vessel and the main equipment tag at the top
of the drawing are appended with the tag number.
For more detailed command reference information, see "Vessels" in the CADWorx P&ID
User's Guide.

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Advanced Tutorial

Place an exchanger
In this lesson, you will place two exchangers: one to the left of the vertical tank, and the other
above the horizontal tank. The resulting drawing will look similar to the example below.

1. Click the CADWorxP&ID tab and then click Exchangers

on the Equip panel.
Alternatively, type ICONEXHANGE, and press ENTER.
The Exchangers dialog box appears.
2. Select Exchanger - Process Flow, and click OK.
Pick position.
3. Click once in the drawing to the left of the vertical tank, just above the seam, to place the first
exchanger.
Second position.
4. Click a point at the upper left of the exchanger to place the additional tag.
Pick position.
5. Click a point above the exchanger at the top of the drawing, about one grid space below the
top border, to define the placement of the exchanger label.
6. Click Edit
on the Modify panel. Alternatively, type CEDIT, and press ENTER.
Select P&ID entity.
7. Select the exchanger.
The Editing Mechanical Component dialog box appears.

8.
9.
10.
11.

This may happen automatically at this point. If the Editing Mechanical Component box
opens automatically skip the steps as needed.
Type EX-001 in the Tag box.
Type Overhead Condenser in the Service box, and click OK.
Click OK in the Editing Mechanical Component dialog box to return to the drawing.
Repeat steps1 through 10 to place an identical exchanger above the horizontal vessel, and
tag it as EX-002.
For more information, see "Exchangers" in the CADWorx P&ID User's Guide.

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Advanced Tutorial

Draw process lines

In this lesson, you will define global settings for specification and size, and then connect the
equipment with process lines. Draw process lines in the direction of the flow to ensure that the
process and Actual From/To information is properly recorded. If the process direction changes,
you can modify the process information.

Set the specification and size for the process lines

You can define the specification for process lines before placement. You can also set the size
before placement. If you do not know the size of the process line prior to placement, you can use
the CEDIT or SIZEASSIGN command to update the size.
1. Click the CADWorxP&ID tab, and then click Spec Set
on the Size_Spec panel.
Alternatively, type SPECDLG, and press ENTER.
The Specification to Use dialog box appears.
2. Select Inch_CS_2013_Specs.prj (Metric_CS_2013_Specs.prj) in the list of available
projects, and click Open.
If you want to use a legacy specification, navigate to the folder containing the
specification, select the 150 (150_M) specification, and then click Open.
The Specification to Use dialog box appears.
3. Select the 150 (150_MM) specification, and then click OK.
4. Click Size Set
on the Size_Spec panel. Alternatively, type SIZEDLG, and press ENTER.
The Sizes dialog box appears.
5. Double-click 14 (350), and click OK.
The main size and specification are now set to 14 (350) and 150 (150_MM), respectively. The
software retains these settings until you change them.
For more information, see Size Set and Spec Set in the CADWorx P&ID User's Guide.

Connect equipment with process lines

When drawing process lines with CADWorx, the start and end point of the process lines
should be visible in the AutoCAD window. If these two points are not visible, the process
information is not recorded.
The command prompts for the process line functions are similar to the AutoCAD PLINE
command.
1. Click Major Primary
on the Process Lines panel. Alternatively, type MPRIMARY, and
press ENTER.
From point.
2. Click a point at the top of vessel T-001 to indicate the start point of the line segment.
Undo/<Endpoint of line>.
3. Draw the line up and over to the top of exchanger EX-002, clicking at the point where you want
each line segment to end.

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4. When you reach the top of exchanger EX-002, right-click and select Enter to end the process
line. Your drawing should look similar to the example below.

5. Continue to use Major Primary

to draw the remaining process lines as outlined below.
a. Draw a process line from the bottom of exchanger EX-002 to the top of vessel V-010.
b. Draw a process line from the bottom of vessel V-010 to the suction side of pump P-002.
The drawing should look similar to the example below.

c. Draw the discharge line from pump P-002 to vessel T-001.

d. Draw the suction line to pump P-001, and draw the discharge line for P-001. The line
should lead up and attach to the horizontal vessel. The drawing should look similar to the
example below.

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e. Draw a process line coming out of the bottom of the ellipse on vessel T-001 to exchanger
EX-001 and another process line from exchanger EX-001 to vessel T-001, as shown in
the example below.

f.

Draw a process line from the bottom ellipse of vessel T-001 to the right side of the
drawing.

g. Draw a process line from the left side of the drawing to the left side of vessel T-001, similar
to the example below.

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Advanced Tutorial
h. Draw a process line from the top of the discharge line from pump P-001, to the right side of
the drawing, and another process line from the top of vessel V-010 to flare.
The finished drawing should now look similar to the example below.

For more information about process lines, see "Process Lines Panel" in the CADWorx
P&ID User's Guide.

Add line count to the line numbering system

At this point, line numbers are using a format of SIZE-SPEC. You must now add COUNT to the
format.
1. Click the CADWorx P&ID tab and then click Setup
on the Process Lines panel.
Alternatively, type LINENUMBER and press ENTER.
The Line Number Systems dialog box appears.
2. Select COUNT in the Category box, and click Add.
COUNT appears below SIZE and SPEC in the list box on the right.
3. Select System On (Dynamic Size/Spec).
4. Click OK.
For more information about line numbering, see "Line Number Setup" in the CADWorx
P&ID User's Guide.

Enter tag information for process lines

Now that you have drawn the process lines, use the Edit
command to annotate them. The
current size and specification for these lines is 14-150. If possible, assign the process line size at
this time so that valves and equipment connections, such as nozzles, are automatically sized.
1. Click the CADWorxP&ID tab and then click Edit
CEDIT, and press ENTER.
Select P&ID entity.

CADWorx P&ID Tutorials

on the Modify panel. Alternatively, type

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Advanced Tutorial
2. Click the process line coming out of the top of vessel T-001.
The Editing Line Component dialog box appears. The values in the Size and Spec boxes
are the ones you defined in Draw process lines (on page 44).

The value displayed in parentheses in the dialog box is the database ID and is unique
for each component in the project.
3. Click Additional Data.
The Additional Data dialog box appears.
4. Type 1001 in the Count box, and click OK.
The software appends the tag number with the process line tag count of 1001.
5. Click OK to return to the drawing.
6. Use the Edit
command to update the remaining process lines as noted below.
Process line from the bottom of exchanger EX-002 to the top of vessel V-010.
Size - 10
Count - 1002
Process line at the top right of vessel V-010.
Size - 2
Count - 4001
Process line from the bottom of vessel V-010 to pump P-002.
Size - 10
Count - 1003
Process line from pump P-002 to vessel T-001.
Size - 8
Count - 1004
Process line from the 8 discharge line of pump P-002 to the suction side of pump P-001.
Size - 10
Count - 1005
Process line on the discharge side of pump P-001.
Size - 8
Count - 1006

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Horizontal process line to the right of the discharge line of pump P-001.
Size - 4
Count - 1007
Horizontal process line going to the vessel T-001 from the left side of the drawing.

Size - 6
Count - 1000
Process line from vessel T-001 to exchanger EX-001 to the left of the vertical line coming
from the bottom ellipse of T-001.
Size - 16
Count - 1008
Process line from the top of exchanger EX-001 to vessel T-001.
Size - 20
Count - 1009
Process line to the right of the vertical line coming out of the bottom of exchanger T-001.
Size - 6
Count - 1010

Place nozzles
1. Click the CADWorxP&ID tab and then click Nozzles
on the Equip panel. Alternatively,
type ICONNOZZLE, and press ENTER.
The Nozzles dialog box appears.
2. Select Nozzle - single line /w blind, and click OK.
Pick position.
3. Click the point where the line coming out of the top of vessel T-001 meets the ellipse.
Pick rotation.
4. Drag the mouse up so that the nozzle is displayed correctly.
5. Repeat steps 1 through 4 to place a Nozzle - single line /w blind for each of the remaining
connections on vessel T-001, as shown in the example below.

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6. Repeat Steps 1 through 4 to place a Nozzle No Flange on vessel V-010 in the three
locations shown in the example below.

For more information, see "Nozzles" in the CADWorx P&ID User's Guide.

Place instrumentation
Follow the steps below to place instrumentation and then add process lines and tag data.
1. Click the View tab and then click Window
around the pumps.
The software zooms in around the pumps.

on the Navigate 2D panel, and drag a window

2. Click the CADWorxP&ID tab and then click Discrete - Local

on the Instruments panel.
Alternatively, type DILOCAL and then press ENTER.
Specify start point.
3. Click the discharge line on pump P-001, about one grid space up from the pump.
Specify next point or [Undo].
4. Click a point about 1-1/2 grid spaces to the left of the discharge line to define the insertion of
the instrument bubble, and press ENTER.
The Lines dialog box, which contains different types of instrument lines, appears.
5. Select Instrument, and click OK.
The Editing Instrument Component dialog box appears.
6. Type values for Function and Tag as shown in the example below, and click OK.

Loop Number
on the Instruments panel controls automatic loop number
attributes. For more information, see "Loop Numbering" in the CADWorx P&ID User's Guide.

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7. Repeat steps 2 through 8 to place an instrument bubble on the discharge line of pump P-002,
and tag the bubble PI-002.

8. Click the View tab and then click Window

on the Navigate 2D panel, and drag a window
around vessel V-010.
The software zooms in around the vessel.
9. Repeat steps 2 through 8 to place an instrument bubble on the top of vessel V-010, and tag it
PC-010.

10. Place another instrument bubble attached to the PC-010 instrument line, and tag it PI-010.
You must pick three different points to place the bubble. The first point is the
instrument line on PC-010, the second point is directly across, about 1-1/2 grid spaces to the
left of the first point, and the third point is directly up from second point, even with the PC-010
instrument bubble. The drawing should resemble the example below.

11. Use the Window

command, and drag a window around the right end of vessel V-010,
leaving enough room for two instrument bubbles.
The software zooms in around the right end of the vessel.

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12. Repeat steps 2 through 8 to draw an instrument bubble from the center of the ellipse, and tag
the bubble LT-010.

13. Click the instrument line that runs from the horizontal vessel to the LT-010 instrument bubble,
and press DELETE.
14. Click the CADWorxP&ID tab and then click Instrument
on the Instrument Lines panel.
Alternatively, type INSTRUMENT, and press ENTER.
Specify start point.
15. Click a point at the top of the LT-010 instrument bubble and draw a line up and over into the
vessel ellipse.
16. Press ENTER to exit the command.
17. Repeat steps 14 to 15 and draw a second instrument line from the bottom of the instrument
bubble to the vessel ellipse and then press ENTER.

18. Click the Home tab and then click TRIM

on the Modify panel.
Select Objects.
19. Select the two lines coming off the ellipse of the vessel and press ENTER.
Select object to trim or shift-select to extend or.

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20. Trim the instrument lines back to the ellipse, as shown in the example below by click on the
line inside the curve of the horizontal vessel.

21. Click the CADWorxP&ID tab and then click Discrete - Local
Specify start point.
22. Select the center of the LT-010 bubble.

on the Instruments panel.

When you select the center of an existing bubble, the software uses the same tag
(010) for the new bubble.
Specify next point or [Undo].
23. Drag the bubble to the right until it is flush against the right edge of the first instrument bubble,
click once and press ENTER.
The Editing Instrument Component dialog box appears.
24. Type LC in the Function box, if necessary, type 010 in the Tag box and then click OK.

25. Repeat the steps in this lesson as needed to complete the tasks below.
a. Place two instrument bubbles on T-001.
b. Tag the instrument bubbles LT-001 and LC-001.
c. Place nozzles on the instrument arms.
Place nozzles (on page 49)

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The finished instrument loop should resemble the example shown below.

For more detailed command reference information, see "Instruments Panel" in the
CADWorx P&ID User's Guide.

Place valves and control valves

1. Click the View tab and then click Window
on the Navigate 2D panel, and drag a window
around LT-001, LC-001, and the line coming out of the bottom of T-001 going towards the
right edge of the drawing.
The software zooms in around the horizontal tank area.

2. Click the CADWorxP&ID tab and then click Valves - Control

Alternatively, type ICONCONVALVE, and press ENTER.
The Valves Control dialog box appears.
3. Select Control Gate Diaphragm, and click OK.
Pick position.

54

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4. Place the control valve about two grid spaces from the right side of the horizontal line, similar
to the example shown below.

5. Click Discrete - Local

on the Instruments panel. Alternatively, type DILOCAL and then
press ENTER.
Specify start point.
6. Place an instrument bubble for the control valve, as shown in the example below.

7.
8.
9.
10.
11.

To place the instrument line at an angle, you must turn off Ortho.
The Editing Instrument Component dialog box appears.
Type LCV in the Function box and 001 in the Tag box, and click OK.
Click Valves - Regular
on the Valves panel.
The Valves Regular dialog box appears.
Select Gate, and press OK.
Pick position.
Place a gate valve approximately three grid spaces to the left of the gate valve.
Right-click anywhere in the drawing, and select Repeat ICONREGVALVE.

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12. Place a second ball valve approximately three grid spaces to the right of the gate valve, as
shown in the example below.

The 6 attribute for the control valve is a little close to the 6 attribute of the gate valve
on the right. You can use the grips of the block attribute to move them a little farther away from
each other.
13. Click Pneumatic
on the Instrument Lines panel. Alternatively, type PNEUMATICBIN
and then press ENTER.
Specify start point,
14. Follow the command prompts to draw a pneumatic line from the LC-001 instrument bubble on
the horizontal tank to the top of the control valve actuator, as shown in the example below.

15. Click Major - Secondary

on the Process Lines panel. Alternatively, type MSECOND
and then press ENTER.
Specify the start point,
16. Draw the bypass process line for the control station.
The Editing Line Component dialog box appears.
17. Type the values as specified below:
Size - 4"
Count - 1010B
18. Click Valves - Regular
on the Valves panel.

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The Valves Regular dialog box appears.
19. Select Globe, and press OK.
Pick position.
20. Place a globe valve in the bypass line, as shown in the example below.

21. Click the View tab and then click Extents

drawing is visible.

on the Navigate 2D panel so that the entire

22. Click the Window

on the Navigate 2D panel, and drag a window around the two pumps in
the bottom right corner of the drawing.

23. Click the CADWorxP&ID tab and then click Valves - Regular
place check and gate valves around the pumps.

on the Valves panel to

Each placement of a valve terminates the command. To recall the command and
continue placement, right-click anywhere in the drawing, and select Repeat
ICONREGVALVE.

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24. After you have placed the valves, use the EDIT
command to assign the size and
specification properties as shown in the example below.

For more detailed command reference information, see "Valves Panel" in the CADWorx
P&ID User's Guide.

Create new blocks and symbols

While creating drawings with CADWorx P&ID, you can use the AutoCAD Write Block
command to create a block and then use Menu Symbols
to place the new block on a the
menu. New blocks and menu symbols can be added at any time.
1. Click the View tab and then click Window
on the Navigate 2D panel, and drag a window
around the level control station to the right of T-001.
The software zooms in around the selected object.
2. Click the Insert tab, click the Create Block drop down arrow on the Block Definition panel,
and then click Write Block

in the list. Alternatively, type -WBLOCK, and press ENTER.

The Write Block dialog box appears.

3. Navigate to the [Product Folder]\P&ID\Support folder, and type CONTROL_ALT in the File
name box.
4. Click Save.
5. Click Select objects
Select objects.

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6. In the drawing, click the two gate valves, the control valve, and the instrument bubble and
leader line, and press ENTER.
The Write Block dialog box appears.
7. Click Pick point
.
Specify insertion base point.
8. Click the center of the control valve.
The Write Block dialog box appears.
9. Under Objects, click Retain if not defaulted already and then click OK.
10. Click the CADWorxP&ID tab and then click Menu Symbols
on the Setup panel.
Alternatively, type MENUSYMBOL, and press ENTER.
The Menu Maintenance dialog box appears.
11. Select Valves Other in the Section list, and click Add Item.
The Adding Item dialog box appears.
12. Define the options on the Break tab as listed below.
Click Browse, navigate to the [Product Folder]\P&ID\Support folder, and double-click the
CONTROL_ALT file.
Use the AutoCAD DIST command to calculate the distance from the left side of the left
gate valve to the right side of the right, and type that value in the Side 1 size box.

The example below uses a calculated value of 1.75.

Click 1-way, and type 1.00000 in the Scale box.
In the Table Name list, select VALVE.
In the Layer Name list, select Equip.
In the Description box, type Control Loop.

13. Click OK to return to the Menu Maintenance dialog box.

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The Item Description list on the Menu Maintenance dialog box now includes the control
loop. The Preview window displays a graphical representation of the control loop, which is
identical to the one in your drawing on which this control loop item is based.

14. Click OK to return to your drawing.

15. Click the View tab and then click Window
on the Navigate 2D panel, and drag a window
around the LT/LC-010 instrument bubbles and the horizontal line below it.
The software zooms in around the instrument bubbles.
16. Click the CADWorxP&ID tab and then click Valve Other
on the Valves panel.
Alternatively, type ICONOTHERVALVE, and press ENTER.
The Valves Other dialog box appears.
17. Select Control Loop, and click OK.
Pick position.
18. Click a point in the horizontal line to insert the control loop similar to the example below.
The Editing Valve Components box displays.

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19. Check the data, and click OK.

20. Click the Home tab and then click Explode

on the Modify panel. Alternatively, type
EXPLODE, and press ENTER.
Select objects
21. Click the control loop in the drawing, and press ENTER.
The software automatically inserts the appropriate rows into the database.

22.
23.
24.
25.
26.

To ensure that there is only one row in the database for the multiple pLine segments of
the enter process line, use the Combine Lines
command on the Process Lines panel,
select the line to the left of the left-hand gate valve and then click all the segments to the right
of the left-hand gate valve.
Type CEDIT, and press ENTER. Alternatively double-click the entity.
Select P&ID entity.
Click one of the valves in the control loop.
The Editing Valve Component dialog box appears.
Type 4" in the Size box, and click OK.
Repeat steps 22 through 24 to change the size of the other two valves in the control loop,
adding Tags as needed.
Click Pneumatic
on the Instrument Lines panel. Alternatively, type PNEUMATICBIN,
and press ENTER.
Specify start point.

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27. Follow the command prompts, and draw a pneumatic line from the LC-010 instrument bubble
on the horizontal tank to the top of the control valve actuator, as shown in the example below.
28. Draw a secondary line with a globe valve below the control station, as shown in the example
below.

29. Draw a control station on the line coming off the top of vessel V-010 so that the drawing looks
similar to the example below. You can use the Control Loop block or build the control station
from scratch.

30. Draw the flow control station on the line that goes into the right side of vessel T-001 so that it
looks similar to the example below.

Use the Flange

process line.

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commands on the Valves panel to place the orifice plate in the

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Create embedded instruments

An embedded instrument is associated with another instrument and is placed into the database
without showing it on the drawing.
1. Click the CADWorxP&ID tab and then click Edit
on the Modify panel. Alternatively, type
CEDIT, and press ENTER.
Select P&ID entity.
2. Click the FT-001 instrument bubble you created in Create new blocks and symbols (on page
58).
The Editing Instrument Component dialog box appears.
3. Click Embedded.
The Embedded Instruments dialog box appears.
4. Click Add.
The dialog box updates similar to the example shown below.

5. Click Edit.
The Editing Embedded Instrument Component dialog box appears.
6. Type 001 in the Tag box, and click OK.
7. In Embedded Instruments, click Close and then click OK.

Create relief valves

1. Click the View tab and then click Window
on the Navigate 2D panel, and drag a window
around the upper left-hand corner of the drawing.
2. Click the CADWorxP&ID tab and then click Lines
on the Instrument Lines panel.
The Lines dialog box appears.
3. Select Major Secondary in the list, and click OK.
Specify start point.
4. Draw a line similar to the one shown in the example below.

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5. Click Valve Other
on the Valves panel. Alternatively, type ICONOTHERVALVE, and
press ENTER.
The Valves Other dialog box appears.
6. Select Relief, and click OK.
Pick position.
7. Place the valve at the top of the vertical line where the vertical and horizontal lines meet, as
shown in the example below.
The Editing Valve Component dialog box appears.
8. Click OK.

9. Place an instrument bubble on the relief valve, and tag the bubble RV-001.
Place instrumentation (on page 50)
10. Click Valve- Regular
on the Valves panel. Alternatively, type ICONREGVALVE, and
press ENTER and place a gate valve on either side of the relief valve.
11. Click Large
on the Text panel. Alternatively, type LARGETEXT and then press ENTER.
Text start point.
12. Click above the end of the process line coming from PCV-010, and type TO FLARE. Your
drawing should resemble the example shown below.

For more detailed command reference information, see "Valves Panel" in the CADWorx
P&ID User's Guide.

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Add documentation to equipment

In this lesson, you will add documentation to equipment.
1. Create a document called Pump Curve Test using Microsoft Word or some other word
processing software, and place a copy of the document in the project folder.
2. Type CEDIT, and press ENTER.
Select P&ID entity.
3. In the drawing, click pump P-001.
The Editing Mechanical Component dialog box appears.
4. Click Documentation.
The Documentation dialog box appears.
5. Click Add Document.
The Documentation dialog box appears.
6. Browse to the project folder, select the Pump Curve Test document file, and click Open.
The Pump Curve Test document is now displayed in the Documentation list.

7. Right-click the Pump Curve Test file.

All of the commands available to you through Windows Explorer are now available within the
Documentation function.

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Add links
You will place three on/off arrows: one on the process line that runs from the left edge of the
drawing, and the other two on the process lines that run towards the right edge of the drawing.
1. Click the CADWorxP&ID tab and then click Links
on the Equip panel. Alternatively, type
ICONLINK and then press ENTER.
The Links dialog box appears.
2. Select Link From (type 1), and click OK.
Pick position.
3. Place the arrow on the line that runs from the left edge of the drawing to the left side of T-001.
Pick rotation.
4. Drag the mouse to the right (in the direction of the point of the arrow) so that the head of the
arrow points towards the horizontal tank.

5. Repeat steps 1 and 2 to place an arrow on each process line that runs towards the right edge
of the drawing, as shown in the example below.

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6. Click Large
on the Text panel. Alternatively, type LARGEARROW, and press ENTER.
Pick insertion or point on polyline.
7. Click a point near the end of each process line in the drawing to place a flow arrow.
The flow arrow defaults to the end of the line, in the direction of the flow.
Placement of a flow arrow terminates the LARGEARROW command. To recall the
command and continue placement, right-click anywhere in the drawing, and select Repeat
LARGEARROW.
8. Click Tag Line
on the Process Lines panel. Alternatively, type TAGNUMBER and then
press ENTER.
Select a line entity to tag.
9. Click the process line you want to tag.
Pick position.
10. Click a point to define the location of the tag
Pick rotation.
11. Drag the mouse to define the orientation of the tag.
12. Repeat steps 8 through 11 to place tags on the remaining process lines, as needed. The
finished drawing should resemble the example shown below.

For more detailed command reference information, see "Links" in the CADWorx P&ID
User's Guide.

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Place on/off arrows

To fully demonstrate how the links work within a project, you must start another drawing in the
same project.
You must save the drawing in the same folder as the project database and there
must be a tagged link with the same tag as you make the line in this drawing. You may have to
open the 10100 drawing and update a link first to accomplish this.
1. Start a new drawing in the [Product Folder]\Tutorial\SampleProject folder, and name the
drawing 10113.
Use the Imperial drawing template file.
In the Startup Options dialog box, select With Database.
Start a new drawing (on page 36).
The Synchronize dialog box appears.
2. Click Yes.
3. Open the CADWorx P&ID Setup dialog box and assign a border.
Setup drawing parameters (on page 37)
In the CADWorx P&ID Setup dialog box make sure Off is selected under
Annotation.
4. Click the CADWorxP&ID tab and then click Major Primary
on the Process Lines panel.
Alternatively, type MPRIMARY, and press ENTER.
Specify Start Point.
5. Click a point on the bottom left edge of the drawing to indicate the start point.
Specify next point or Undo/<Endpoint of line>.
6. Draw the line towards the center of the drawing, click once, and press ENTER to end the
command.

7. Type CEDIT, and press ENTER.

Select P&ID entity.

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8. Select the line.
The Editing Line Component dialog box appears.
9. Type 6" in the Size box, 150-1010 in the Spec box, and click OK.
10. Click Links
on the Equip panel. Alternatively, type ICONLINK and then press ENTER.
The Links dialog box appears.
11. Select Link From (type 1), and click OK.
Pick position.
12. Place the link on the line just drawn, similar to the example below.

13. Type CEDIT, and press ENTER.

Select P&ID entity.
14. Click the link you placed previously in the drawing.
The Editing Drawing Links dialog box appears.
15. Click View Line Numbers to see the lines drawn in the project.
The View Line Numbers dialog box appears.
16. On the By Line Number tab, select 6-150-1010 in the Select Line Number list, and select
10100.DWG in the Drawings this line number appears: box.
17. Click on Close to return to the Editing Line Component dialog box.
18. Click Make Link.
The Make Link dialog box appears.
19. On the Select Line Number box, select 6"-150-1010 in the Select Line Number list,
10100.DWG in the Drawings this line numbers appears list, and click Select.
The link should resemble the example below. The arrow automatically fills in the From
information after the link is established.

To remove the link, use the EDIT

command to open the Editing Line Component dialog
box, and click Remove Link.
Because another link cannot be made to an item after one link is established, Make Link is not
available on the dialog box. If an error is made when a link is established, click Remove Link
and then click Make Link to create another link.

Add a non-database drawing to the project

You can now add the drawing that you completed in the Basic Tutorial section to the project
database.
1. Place a copy of the 10112.dwg drawing from the Basic Tutorial section in the project folder.
2. Open CADWorx P&ID.
3. Click File > Open, and navigate to project folder.

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4. Double-click 10112.dwg.
The Insert Drawing Into Project Database dialog box appears.
5. Click Insert into DB.
The software inserts the drawing into the project.
6. Click Save

For more information, see "Database Structure" in the CADWorx P&ID User's Guide.

Default project, forms, and queries

The CADWorx project database contains several forms, reports and queries that you can access.
The startup form shown below is available by opening the .mdb file directly in Microsoft Access.
These are example forms and are not designed to satisfy any specific project requirements. You
can modify these forms, reports and queries to meet your requirements or you can create your
own.
Data input forms simplify data entry by showing only those fields that you are responsible for filling
out. You can configure data input forms to replicate required printed data sheets for components
such as instruments and equipment. Using these forms, a project administrator can restrict access
to specific fields.

For more information, see "Database Structure" in the CADWorx P&ID User's Guide.

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Create a query in Microsoft Access

1. Navigate to the [Product Folder]\Tutorial\SampleProject folder, and double-click the
Projdata.mdb file.
Microsoft Access launches.
2. Click the Create tab and then click Query Wizard
on the Queries panel.
The New Query dialog box appears.
3. Select Simple Query Wizard and then click OK.
The Simple Query Wizard displays.
4. Select Table:Components-Instruments in the Tables/Queries box.
5. Select DWG_NAME_ in the Available Fields list, and click
DWG_NAME_ moves to the Selected Fields list.

6. Move TAG_, FUNCTION_, LOOP_, AREA_, SERVICE_, and DESC_ to the Selected Fields
list as shown in the example below.

7. Click Next.
8. Accept the default selections that appear on the next page of the wizard, and click Finish.

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The software displays the query results.

Create a form in Microsoft Access

1. Navigate to the [Product Folder]\Tutorial\SampleProject folder, and double-click the
Projdata.mdb file.
Microsoft Access launches.
2. Select the Create tab, and click Form Wizard
on the Forms panel.
3. Select Table: Components-Instruments in the Tables/Queries box.
4. Select DWG_NAME_ in the Available Fields list, and click
.
DWG_NAME_ moves to the Selected Fields list.
5. Move TAG_, FUNCTION_, LOOP_, AREA_, SERVICE_, and DESC_ to the Selected Fields
list as shown in the example below.

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6. Click Next.
7. Select the Tabular layout, and click Next.
8. Accept the default selections that appear on the next page of the wizard, and click Finish.
The form, similar to the example below, displays.

Create a report in Microsoft Access

1. Navigate to the [Product Folder]\Tutorial\SampleProject, and double-click the Projdata.mdb
file.
Microsoft Access launches.
2. Select the Create tab, and click Report Wizard
on the Reports panel.
3. Select Table: Components-Instruments in the Tables/Queries box.
4. Select DWG_NAME_ in the Available Fields list, and click
on the Reports panel.
The software moves DWG_NAME_ to the Selected Fields list.
5. Move TAG_, FUNCTION_, LOOP_, AREA_, SERVICE_, and DESC_ to the Selected Fields
list as shown in the example below.

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6. Click Next.
7. Accept the default grouping levels, and click Next.
8. In the Column 1 list, select DWG_NAME, and click Next.

9. Select the Tabular layout and the Portrait orientation unless already selected, and click
Next.
10. Accept the defaults, and click Finish.
The report, similar to the example below, displays.

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Change data within Microsoft Access

1. Navigate to the [Product Folder]\Tutorial\SampleProject folder, and double-click the
Projdata.mdb file.
Microsoft Access launches.
2. In the Navigation Pane (on the left under All Access Objects), open the form that you created
in Create a form in Microsoft Access (on page 72).

3. Locate the F-001 loop components, and add an A to the end of each of the tag numbers so
that they are 001A.
4. Click Save .
5. Navigate to the [Product Folder]\Tutorial\SampleProject folder, and double-click the 10100
drawing file.
6. Click Yes in the Synchronize dialog box.
The loop data has been changed in the drawing. The new loop number appears in red, the
system layer, informing you that a change has been made to the database.
Click the CADWorxP&ID tab and then click Change Att Layer
on the Text panel to
place the instrument tags back on the proper layer
. Alternatively, type CHANGEATTLAYER
on the command line and then press ENTER.

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Index
A

Add a non-database drawing to the project

78
Add documentation to equipment 72
Add line count to the line numbering system
53
Add links 73
Advanced Tutorial 39
Annotate the process lines 21

Setup drawing parameters 8, 41

Start a new drawing 8, 40

T
Tag the process lines 36

B
Basic Tutorial 7

C
Change data within Microsoft Access 85
Create a form in Microsoft Access 81
Create a query in Microsoft Access 79
Create a report in Microsoft Access 83
Create embedded instruments 69
Create new blocks and symbols 64
Create relief valves 33, 70

D
Default project, forms, and queries 79
Define equipment tags 14
Draw connecting lines 30
Draw process lines 17, 49

E
Enter tag information for process lines 53

P
Place a nozzle 22
Place a pump 11, 45
Place a vertical vessel 10, 43
Place an exchanger 14, 48
Place instrumentation 23, 56
Place nozzles 55
Place on/off arrows 35, 76
Place the horizontal vessel 13, 47
Place valves and control valves 28, 60
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