Piping and Instrumentation Diagrams

Site Map
Preface
What's New?
Getting Started
Basic Tasks
Advanced Tasks
Customizing
Workbench
Description
Index

© Dassault Systèmes 1994-2001. All rights reserved.

 Site Map
Piping and Instrumentation Diagrams
Preface
Using This Guide
What's New
Getting Started
Entering the workbench
Setting up working units and grid
Placing components
Create a Line ID
Routing a piping line or I & C loop
Placing components in a piping line
Repositioning components in a network
Building a graphic
Basic Tasks
Routing piping lines and I & C loops
Routing between equipment
Creating a branch
Manage piping lines and I & C loops
Querying a line ID or its
members
Select a line ID or its
members
Transfer members of a line ID
Deleting a line ID
Renaming a Line ID
Modifying the properties of a
line ID
Merging line IDs
Placing components
Placing component multiple
times
Placing a nozzle on a
component
Modify object properties
Edit or display properties of an
object
Filter the properties of an
object
Renaming objects
On and off sheet connectors
Place on and off sheet
connector
Link and unlink on and off
sheet connectors
Query connector for linked
object
Display document linked to
connector
General design modification
Display flow arrows in
document
Display line gaps in document
Connect objects
Disconnect objects
Modifying a component
Rotating a component
Flipping a component in free
space
Flipping a connected
component
Changing the scale of a
component
Switch graphic
representations
Modifying a route
Adjust the position of a
segment
Move the extremity of a route
Breaking a route
Connecting two routes
Set the flow direction of a
route
Display flow arrows on a line
Creating and managing zones
Creating a zone
Creating a zone boundary
Modifying a zone boundary
 Updating a zone boundary
Querying a zone
Modifying the properties of a
zone
Delete/rename a zone
Advanced Tasks
Building new components
Create a component with
specified type
Define connectors on a
component
Define flow path on a
component
Define multiple
representations of a component
Store objects in a catalog
Search for objects in a diagram
Analyzing networks
Analyze network for
connections
Viewing related objects
Title block and printing
Annotating a diagram
Printing a sheet
Transferring a diagram
Customizing
Creating object classes and attributes
Starting the Feature
Dictionary Editor
Creating a new object class
Adding properties to an object
class
Defining discrete values for a
property
Creating custom reports
Generating a report
Creating a toolbar shortcut for
a macro
Defining options
Finding sample data on
various platforms
User Dictionary settings
Diagrams settings
Line Lists settings
Workbench Description
Design Modify Toolbar
Build Create Toolbar
Design Create Toolbar
On/Off Sheet Connector Toolbar
Line ID Toolbar
Index
 Preface
The CATIA Version 5 Piping and Instrumentation Diagrams product provides
customers with a complete set of tools to create, modify, analyze, and document their
Piping and Instrumentation Diagrams (P&ID) designs.
Specifically, this product provides you with the capability to create and manage logical
designs of piping systems using industry standard conventions, terminology, and
practices. The tools are focused on creating an intelligent diagram that captures all
appropriate design information. With this intelligent diagram design, the user is able to
more productively create and validate designs. In addition, the captured intelligence
can be reused for downstream design processes, which provides additional benefit to
the customer’s overall design process.
General layout and design tools are provided to place, locate and manage equipment,
piping lines and I&C loops. In addition, capabilities are provided to quickly annotate
diagrams with intelligent annotation, query/analyze/validate design information, and to
generate appropriate report information. All of these design tools are provided via a
highly intuitive and productive user interface that allows the user to quickly create,
modify, and manage designs.
Together with other CATIA Version 5 products, the Piping and Instrumentation
Diagrams product gives users the power to manage their piping systems from initial
design to ship or plant operations, in a completely flexible way.

Using This Guide

 Using This Guide
This book describes how to use the CATIA Version 5 Piping and Instrumentation
Diagrams product. Before you read it, you should be familiar with basic CATIA Version
5 concepts such as document windows, standard tool bars, and view tool bars.
To get the most out of this guide, you should start with the tutorial in the Getting
Started section.
The remaining sections of the book describe in detail the procedures for using all of the
features of the Piping and Instrumentation Diagrams product. The procedures are
divided into basic, advanced, and customization sections.
 What's New?
Basic Tasks
Merging line IDs
Creating a zone
Creating a zone boundary
Modifying a zone boundary
Updating a zone boundary
Modifying the properties of a zone
Querying a zone
Advanced Tasks
Analyze network for connections
Viewing related objects
Major Modifications
Transfer members of a line ID (multi-select feature)
Renaming a line ID (provides default name)
Creating a line ID (provides default name)
 Getting Started
The following short tutorial provides an introduction to the CATIA Version 5 Piping and
Instrumentation Diagrams product, It is intended to give you a feel for the product's
capabilities in a few step-by-step scenarios, which are listed below.

Entering the workbench

Setting up working units and grid
Placing components
Create a Line ID
Routing a piping line or I & C loop
Placing components in a piping line
Repositioning components in a network
Building a graphic

These tasks can be completed in about 15 minutes.

Entering the Piping and Instrumentation Diagrams workbench
This task shows you how to enter the Piping and Instrumentation Diagrams workbench.

1. On the menu bar click Start, select Equipment & Systems and then Piping and Instrumentation Diagrams.

2. The New Drawing dialog box displays. Click OK.

3. The PID workbench displays, with a new Sheet.
 Setting working units and grid
This task shows you how to set the units in which you will be working - inches or millimeters or yards and so on. It
also shows you how to set the grid if you choose to have one.
1. To set the working units click on Tools-Options and in the Options window that displays click
General-Parameters and then select the Units tab.

2. Select Length under the Magnitude column. Click on the down arrow next to the grayed out Length field and
select millimeters. This sets the units to millimeters.
3. To set the grid click Tools-Options and in the Options window that shows click Mechanical
Design-Drafting and then select the General tab.

4. Check the Display option if it is not checked. For Primary Spacing enter 50 mm and for Graduations
enter 5 mm. Primary Spacing refers to the bold lines in the grid. Graduations are the lighter gray lines.
5. Click OK.

To learn more about these options read the Infrastructure and Drafting documentation.
 Placing components
This task shows you how to place components.

You can place components by selecting in the catalog browser, by selecting in

the specifications tree or by selecting in your document. Components will display
in the specifications tree if included in your document.
1.
To place a part from the catalog click the Place Component button .
The Catalog Browser displays.

2. Click on the component you want to place.

3. Click at the location where you want to place the component. The component
is placed.
4. To place a component from the specifications tree, click on the Place
Component button and, with the Catalog Browser displayed, click (in the
specifications tree) on the component you want to place.

5. Click where you want to place the component. The component is placed.
6. To place a component that is displayed in your document, click on it and then
click at the location where you want to place it.
If you have created a component in the detail sheet and not added it to the
catalog, you will only be able to place it by selecting in the specifications tree. All
newly created components will show up under the line
Reference_Components in the specifications tree. To place, click on the
component and then click at the location you want it.
 Create a Line ID
This task shows you how to create a Line ID.

You need to create a Line ID before you can begin routing and placing
components and equipment. There are two types of Line ID - Piping Line and I &
C Loop. A Line ID is a mechanism for organizing and grouping routes and the
components and equipment you place in them. When you create a Line ID you
also assign certain characteristics to the line or loop - of size, pressure attributes,
heat tolerance and so on.
A Line ID only displays in the specifications tree because it is an organizational
element. The routes you create under it, and the components you place, will
show in the specifications tree and the viewer. The Line ID will show in the
specifications tree as whatever name you give it. Each piping line segment you
route will show as PipeFunction.X,and each I & C loop segment will show up
as I&CFunction.X, X being a unique number. Components and equipment
will show as YYYFunction.X, YYY being a component name and X being a
unique number, i.e. PumpFunction.1.
1.
Click the Line ID button . The Create Line ID dialog box displays.

2. The Default ID field will have a name in it. This name is based on preferences
set by your system administrator. To accept the name click the Accept
default button. To give a different name enter it in the Line ID field.
3. Click on the down arrow and select the Line Class - Piping line or I & C loop.
4. If you want to, click the Properties button and assign properties to the Line
ID you are creating.
5. Click Apply - you can create more Line IDs if you want to - and OK to end.
Routing a piping line or I & C Loop
This task shows you how to create and route a piping line.

A piping line (or I & C loop) can only be created under a Line ID. You can route
between equipment or components, from equipment or component to free space
and vice versa, or entirely in free space. See Routing piping lines and I & C
Loops.

A piping line is used for carrying fluids. An I & C loop (Instrumentation & Control
loop) provides a control mechanism over a piping line.
1.
Click the Route Piping Line or Route I & C Loop button.
The Route Line dialog box displays.

2. Click on the down arrow and select the Line ID under which you want to
create the line. If you have numerous Line IDs you can click Sort/Filter to
search for the one you want.
3. Click New if you want to make a new Line ID.
4. Select one of the Route modes:
Horizontal/ Vertical: You can only route in horizontal or vertical
segments.
Horizontal/Vertical/45 degrees: You can route in segments that are
horizontal, vertical or at a 45-degree angle.
Point-to-point: You can route in any direction.
Single step: You indicate (by clicking) the beginning and end of a line.
A line between the two points will be drawn for you in horizontal and
vertical segments. The line will follow standard routing conventions, i.e.
it will not intersect the components you are routing to and from, and it
will adopt the most efficient route between two points. The image
below shows a line being made between two components.
5. Begin routing. Double click to end routing in free space. Single click to end it
at a component.
Placing components in a piping line
or I & C loop
This task shows you how to place components in a piping line or I & C loop.

1. With your piping line (or I & C loop) displayed, click on the Place

Components button . The Catalog Browser displays.

2. Select the component you want to place by double clicking on it. You can also
select a component from the specifications tree or from your document. See
Placing Components.
3. Move your pointer - the component moves with it - to the piping line. Locate
the position on the line where you want to place the component.
4. When you have located the position move the pointer closer to the line until a
solid red line shows in the component, as in the image below. This means that
the piping line is now preselected.

5. Click to place the component. The component will be placed.

 Repositioning components in a
network
This task shows you how to reposition components in a network.

If you reposition one component that is in a piping line or I & C Loop the line will
stretch to accommodate the move. Similarly, you can also reposition several
components at the same time. To do this you select them, in which case they are
considered to be part of one set that can be manipulated.
1. Select the components that you want to reposition. In the image below, the pump
and valve outlined in red have been selected. The line between them also gets
included in the set.
2. Click on any of the selected components, or the line, and drag to reposition
where you want it. All the selected components will move and the line will stretch
to maintain the connection with the rest of the diagram. In the image below the
selected components have been moved higher and away from the tank.
 Building a graphic
This task shows you how to create a graphic. You need to have a graphical
representation of a component before you can build the component. You also
need to create a graphic to use as an on/off sheet connector.
1. Click the New Detail Sheet button. A detail sheet is created.

2. Click the New View button and then click in the detail sheet. A detail view is
created in the sheet. The detail view is where you will build the graphic.

3. Click on one of the drafting tools, such as Line, to build the graphic. In the
image below a valve has been created.

When building a graphic for a component that is to be placed inline, you

must place the center of the graphic at the origin, as shown in the image
above.
The same methodology is used to build an on/off sheet connector. To ensure that
an on/off sheet connector can be placed correctly you should start building it at
the origin and proceed in the positive X direction, as shown in the image below.

To add a component or an on/off sheet connector to a catalog see Storing

objects in a catalog.
 Basic Tasks

The basic tasks for creating documents using the Piping and Instrumentation Diagrams
product are explained here.

Routing piping lines and I & C loops

Manage piping lines and I & C loops
Placing components
Modify object properties
On and off sheet connectors
General design modification
Modifying a component
Modifying a route
Creating and managing zones
 Routing piping lines and I & C loops
This section explains ways of routing piping lines and I&C loops.

Routing between equipment

Creating a branch
 Routing between equipment
This task shows you how to route between equipment.

Click the Route Piping Line button if you want to route a piping line or Route I&C Loop

button for an I&C loop.

1. Click on a connector on the equipment to begin routing. You cannot route to or from a piece
of equipment that does not have a connector.
2. Route to a connector on the equipment where you want to end. Click to end routing. The
connectors you have routed to and from will disappear. The image below shows equipment
during and after routing.
 Creating a branch
This task shows you how to create a branch to a piping line or I & C Loop.

1. With the piping line or I & C Loop you want to branch from displayed, click on

the Route Piping Line or Route I & C Loop button. The

Route Line dialog box displays.
2. Move the pointer to the location you want to branch from, make sure it is
selected and begin routing. In the image below the line has been selected.

3. Double click to end routing in free space. The branch will be displayed with a
connector at the end but no connector where it joins the main line.

When you create a branch it becomes part of the main line.

 Manage piping lines and I & C loops

Methods of managing piping lines and I & C loops are discussed in this section.

Querying a line ID or its members

Select a line ID or its members
Transfer members of a line ID
Deleting a line ID
Renaming a Line ID
Modifying the properties of a line ID
Merging line IDs
 Querying a Line ID or its members
This task shows you how to query a Line ID or its members.

When you query a member you are asking which line ID it belongs to. When you query a line ID you are asking which members
belong to it.
1.
Click on the Select/Query Line ID button . The Selecting Line IDs dialog box appears.

2. Use the Sort and Filter options if you need to. Under Filter, select the Local option if you only want to filter line IDs in the
document. Select All if you want to filter all line IDs available to you.
3. To perform a query on a line ID click on the line ID in the Line ID list. The members of that line ID will be highlighted. To query
a member click on it in the document. All members that belong to the same line ID will be highlighted and the line ID will be
highlighted in the dialog box.
 Selecting a line ID or its members
This task shows you how to select a Line ID or its members.

You can edit the properties of line IDs or their members after selecting them.

1.
Click the Select/Query Line ID button . The Selecting Line IDs dialog box displays.
2. Use the Sort and Filter options if you need to. Under Filter, select the Local option if you only want to filter line IDs in the
document. Select All if you want to filter all line IDs available to you.
3. If you are selecting line ID members then select Line ID Members under Selection Type. If you want to select a line ID
then select Line ID.
4. Click on a line ID in the Line ID list or click on one of the members. Either the line ID or the members will be selected,
depending on the selection you made in Step 2.
 Transfer members of a line ID
This task shows you how to transfer members of a line ID to another line ID.

1.
With your document open, click the Transfer Line ID button . The
Transferring Members dialog box displays, showing all the line IDs contained in
your document.

2. Select the line ID to which you want to transfer a member. (When you select a
line ID all members that belong to it are highlighted.)
3. Click on the member that you want to transfer. It will be transferred to the line
ID you had selected.
4. You can also use a feature called multi-select to transfer several members at
one time. To do this:
5. Select the members you want to transfer by clicking and dragging. They will
change color once they are selected.

6. Click on the Transfer Line ID button. The Transferring Members dialog box
appears.
7. Select the line ID to which you want to transfer the members. You will be
alerted that you are about to transfer the members.

8. Click OK. The members will be transferred.

The line ID and member must be compatible for the transfer to take place. For
instance, you cannot transfer a member of an I & C loop to a piping line. If you
use the multi-select feature to include an incompatible member, it will not be
transferred.
 Deleting a line ID
This task shows you how to delete a line ID.

1.
Click the Delete Line ID button . The Delete Line IDs dialog box
displays, showing all the line IDs contained in your document.

2. Select the line ID which you want to delete. (When you select a line ID all
members that belong to it are highlighted.)
3. Click Delete. If the line ID you selected has any members a message will
display alerting you that all members belonging to that line ID will be deleted.

4. Click OK. The line ID and all its members will be deleted.
Only line IDs contained in your document will be deleted. The same line ID used in
other documents will not be deleted unless you open those documents and follow
the steps given above.
 Renaming a Line ID
This task shows you how to rename a Line ID.

Only shared Line IDs can be renamed.

1.
Click on the Rename Line ID button . The Renaming Line IDs dialog
box displays, with a list of Line IDs showing.

2. If you want to search for other Line IDs then scroll through the list or enter a
keyword in the Filter String field.
3. Select the Line ID you want to rename. The Rename Line ID dialog box
displays.

4. The box will display a name in the Default ID field. This name is based on
preferences set by your system administrator. To use this name click the
Accept default button. To use a different name enter it in the ID field.
Click OK.
5. Click OK again in the Renaming Line IDs box. The Line ID will be renamed.
Modifying the properties of a line ID
This task shows you how to modify the properties of a line ID.

1.
With your document open, click the Select/Query Line ID button .
The Selecting Line IDs dialog box displays, showing all the line IDs
contained in your document.

2. Select the line ID whose properties you want to modify.

3. Under Selection Type select Line ID.
4. Click the Properties button. The Properties dialog box will display.
5. Enter your changes and click OK.
 Merging line IDs
This task shows you how to merge the members of one line ID into another line
ID
1. With your document open, click the MergeLine IDs button. The Merging
Line IDs dialog box displays, showing all the line IDs contained in your
document.
2. Select the line ID you want to merge. All members that belong to that line ID
will be selected. The lower field will display the line IDs to which it can be
merged.

3. Select the line ID into which you want to merge and click OK. All members of
the first line ID will merge into the line ID you selected, and the first line ID
will be deleted.
You cannot merge incompatible line IDs. Also, members of the line ID that was
merged into another will assume the properties of the line ID into which they
were merged.
 Placing components

This section discusses placing components, and placing nozzles on components.

Placing component multiple times

Placing a nozzle on a component
Placing component multiple times
This task shows you how to place components several times.

1. Double click (as opposed to single click) on the Place Components

button . The Catalog Browser displays.

2. Select the component you want to place by double clicking on it.
3. Move your pointer - the component moves with it - to the location where you
want to place the component.
4. Click to place the component. The component will be placed and the
Catalog Browser will remain displayed.
5. To place the same component again click at a new location.
6. To place a different component double click on it in the Catalog Browser
and follow the procedure given above.
Placing a nozzle on a component
This task shows you how to place a nozzle onto a component.

This method can also be used to attach other compatible components.

1. With the component on which you want to place a nozzle displayed, click on

the Place Component button . The Catalog Browser displays.

2. Select the nozzle you want to place, move your pointer to the component
and make sure it is selected. The nozzle will be placed on the nearest
compatible connector when you click. In the image below the nozzle has
attached itself to the nearest connector even though the pointer is not over
the connector.

A nozzle will only attach to a piping connector. It will not attach to an I & C
connector.
 Modify object properties
This section explains ways of querying and editing the properties of objects. Objects
refers to components, lines, etc. You can edit various properties of objects, such as
flow capacity, etc. You can query an object to determine if its properties are derived
from another object.

Edit or display properties of an object

Filter the properties of an object
Renaming objects
Edit or display the properties of an
object
This task shows you how to edit or display the properties of objects.

1. Select the component.

2. Click Edit - Properties. The Properties dialog box appears with the
properties displayed under various tabs.
 If the object cannot have derived values then the Derived checkboxes will not
display. If a Derived checkbox is checked then it means the value is derived. If
it is not checked then the values are not derived. A value is considered to be
derived when it is obtained from another object. For instance, a piping route
may derive the values of some properties from the line ID of which it is a
member.
The Properties dialog box will display several tabs, most of which are general to
all CATIA products. The Graphic tab allows you to change the looks. Under the
Product tab you can make changes to the basic Product in the specifications
tree, such as renaming. See CATIA Infrastructure documentation ( Basic Tasks -
Manipulating Objects - Displaying and Editing Graphic Properties) and Product
Structure documentation (User's Tasks - Modifying Component Properties) for
more information.
Specific to PID and HVAC are the following tabs: piping, equipment,
instrumentation and HVAC. They will display depending on the class of object
whose properties you are editing. Click the More button if one of these tabs does
not display, or if you want to see other tabs.
3. Enter values in the fields and click OK. The properties will be edited.
4. You can override derived values by modifying the values as outlined in Step 3.
The Derived checkbox will uncheck. You can also override derived values by
unchecking the Derived checkbox. To revert to derived values check the
Derived checkbox.
5. Click OK to end.
Some objects have discrete values - you can only select certain values. In that
case you will be able to display a drop-down box and select one of the values in
it.
Filter the properties of an object
This task shows you how to filter the properties of an object displayed in the
Properties dialog box.
Filtering the properties means you can choose to display or hide any of the
properties shown in the Properties dialog box. You can only filter properties that
are unique to PID and HVAC objects.
1. Click the Filter button on the Properties dialog box (Edit or display
properties of an object). The Attribute Filter box displays.

2. Click on each property to toggle between Display and Hide. An X next to a

property means it is displayed. The settings will be retained when you open
the Properties dialog box again.
 Renaming objects
This task shows you how to rename objects.

You can rename components and routes using this command.

1. With your document open, click the Rename button. The Rename dialog box
displays.

2. Select a component or route. The object's present name will appear in the
New Name field.
3. Enter the new name in the New Name field. If you want to rename other
objects click Apply and continue renaming.
4. Click OK when finished. The objects will be renamed.
Using this command to rename a component does not rename all instances of
that component. If you have placed a component more than once in a document,
and want to rename all of them, you will have to rename each one.
 On and off sheet connectors

Creating and working with on and off sheet connectors are explained in this section. To
learn how to store on/off sheet connectors in a catalog see Storing objects in a catalog.

Place on and off sheet connector

Link and unlink on and off sheet connectors
Query connector for linked object
Display document linked to connector
Placing on and off sheet connectors
This task shows you how to place on and off sheet connectors in a design.

On and off sheet connectors are used when it is not practical to visually display
all of a line in one sheet and a second sheet has to be used, or when design
considerations require interrupting display of the line even if all of it is on one
sheet. In such cases on and off sheet connectors are placed where display of the
line ends, and at the point where it is displayed again, to show that the visual
display was interrupted and the two halves should be regarded as one
continuous line.
To learn how to build a graphical representation of a connector see Building a
graphic.
1.
Click the Place On/Off Sheet Connector button . The Catalog
Browser displays.
2. Locate the connector symbol you want to use and click on it.
3. Move your pointer to the line where you want to place it. NOTE: When you
click on the line the symbol will be placed at the closest open connection. You
can also select a connector on the line to place the symbol.
4. Repeat the above steps and click on the second line on which you want to
place it. The connector symbol will be placed. The image below shows on and
off connector symbols placed at the ends of two lines.
Linking & unlinking on and off sheet
connectors
This task shows you how to link and unlink on and off sheet connectors.

1.
To link, click the Link On/Off Sheet Connectors button .
2. Click the first connector you want to link.
3. Click the second connector. A link will be created between the two. NOTE:
Each connector will be highlighted as you move your pointer over it.
4. To unlink connectors click on the Unlink On/Off Sheet Connectors

button and then click on one of the on or off sheet connectors.

 Query connector for linked object
This task shows you how to query an on or off sheet connector to determine which
connector it is linked to.
1.
Click the Query On/Off Sheet Connectors button .
2. Move the pointer to the connector you want to query (it will highlight) and click.
3. A zoomed-in and highlighted image of the linked connector will be displayed. The image
below is shown zoomed-out. The highlighted connector is the linked one.
 Display document linked to
connector
This task shows you how to display the document that is linked to an off sheet
connector.
1.
Click on the Query On/Off Sheet Connectors button .
2. Click on the connector that is linked to the off sheet connector in a different
document. The Query On/Off Sheet Object Link dialog box displays.

3. Click on the Open button. The document that contains the linked off sheet
connector will be displayed, with the linked connector highlighted.
If the document that contains the linked off sheet connector is open a message
will display telling you that it is already open.
 General Design Modification
Ways of making general design modifications are discussed here.

Display flow arrows in document

Display line gaps in document
Connect objects
Disconnect objects
Display flow arrows in a document
This task shows you how to display or hide flow arrows in the entire document.

1. Click View - Flow.

2. Select Show All Flow to display all flow arrows and Noshow All Flow to
hide all flow arrows in the entire document.

See also Display flow arrows on a line.

 Display line gaps in document
This task shows you how to display or hide line gaps in the entire document.

If you choose to display line gaps then when a line crosses another it will appear
that there is a gap - although there is no real break. If you hide line gaps then
one line will appear to cross another, though there will be no connection between
the two lines.
1. Click View - Gaps.

2. Select Show All Gaps if you want all gaps to be displayed or Noshow All
Gaps if you want to hide them.
 Connect objects
This task shows you how to connect objects.

Three conditions must be met before objects can be connected: the objects
should have available connectors, the connectors should be compatible and the
connectors on both objects must be at the same location.
1. Place the two objects so that the connectors are at the same location.

2.
Click the Connect button .
3. Click on each of the objects you want to connect. The connector symbol will
disappear, indicating that the two objects are connected.

Each object will highlight as you move your pointer over it. If one or both objects
do not highlight then it means that for some reason they are not compatible, or
connectors are not available.
The two connectors must be exactly in the same location for the procedure to
work. If you find that there are available connectors, and they are compatible, but
you still cannot make a connection, then the most likely reason is that the two
connectors are not at the same location.
 Disconnect objects
This task shows you how to disconnect objects.

1.
Click on the Disconnect button .
2. Click on each of the two objects that you want to disconnect. The objects will
be disconnected and the connector symbol will display.
 Modifying a component

Ways of modifying a component are discussed in this section.

Rotating a component
Flipping a component in free space
Flipping a connected component
Changing the scale of a component
Switch graphic representations
 Rotating a component
This task shows you how to rotate a component.

A component can only be rotated if it is in free space - connected components

cannot be rotated.
1.
With your component displayed, click the Rotate Right or Rotate

Left button.
2. Move the pointer to the component you want to rotate. If it can be rotated (if it
is not connected) it will be selected when you move the pointer over it.
3. Click on the component to rotate it. It will rotate 90 degrees in the direction
you selected. The image below shows a selected component and a
component that has been rotated.

Components can only be rotated in 90-degree increments.

Flipping a component in free space
This task shows you how to flip a component that is in free space.

When a component flips in free space it rotates 180-degrees on the vertical or

horizontal axis. The axis on which it will rotate is the X or Y axis as laid out when
the component graphic was originally created. In the image below the component
graphic was originally created with the Y axis running through the center and the
X axis at the base. In the second image the Flip Horizontal command was used to
flip it on the Y axis. In the last image the Flip Vertical command was used to make
it flip on the X axis.

1.
Click the Flip Horizontal or Flip Vertical button. Flip
Horizontal will flip the component on its vertical axis. Flip Vertical will flip the
component on its horizontal axis.
2. Click the component you want to flip. It will be flipped.
Flipping a connected component
This task shows you how to flip a component that is connected.

When a component is inline (connected) it will use the line in which it is placed as
the axis on which to flip.
1.
Click the Flip Inline button if you want the connections to remain

as they were. Click the Flip Connections button if you want the
connections to flip also.
2. Click the component. It will be flipped.
Changing the scale of a component
This task shows you how to change the scale of a component.

1.
Click the Scale Component button .
2. Click on the component whose scale you want to change. The Scale
Component dialog box displays.

3. Enter a value in the Scaling Factor field. For instance, if you enter 2 it
will double the size, if you enter .5 it will halve the size.
4. Click OK. The scale of the component will change.
Switching graphic representations
This task shows you how to switch graphic representations of a component.

You define multiple graphic representations of a component when you need to

show more than one version of the same component. For instance, you may
need to show a valve in an open position, closed position and three-quarters
closed position. Creating these three versions of the same component allows you
to place any one of these. To learn how to define graphic representations see
Define multiple representations of a component.
1. Right click on the component that you want to replace with a graphic
representation. A pop-up menu displays.
2. Click Swap Graphic. The Swap Graphic box displays. In the image below
the box shows that the component has one graphic representation
associated with it.

3. Select the representation that you want to replace the component with and
click Close. The component will be replaced.
 Modifying a route
Methods of modifying routes are discussed in this section.

Adjust the position of a segment

Move the extremity of a route
Breaking a route
Connecting two routes
Set the flow direction of a route
Display flow arrows on a line
 Adjust the position of a segment
. This task shows you how to adjust the position of a segment in a line route.

A segment can only be adjusted if it has at least one other segment on either
side.
1. Select the line in which you want to move a segment. The route will be
highlighted and a manipulator will display on all segments that can be
adjusted.

2. Click and drag to adjust the segment.

You cannot adjust a segment past the end points of the route. Nor can you adjust
it past a branch.
 Move the extremity of a route
This task shows you how to move or stretch the extremity of a route.

1. Click on the segment whose extremity you want to move or stretch. The segment will highlight.

2. Click and drag the connector symbol at the end of the section and reposition it. The image below
shows a route, a route with a section selected, and the repositioned extremity.
 Breaking a route
This task shows you how to break a route.

1.
Click the Break Route button .
2. Click the route you want to break at the point where you want it broken. The route will
be broken and a connector symbol will appear. The route has been broken into two
and you can move it if needed, as shown in the image below.

If the Snap To Grid function is turned on then the line will break at the grid line that is
closest to the point where you clicked.
 Connecting two routes
This task shows you how to connect two routes.

1.
Click the Close Route button .
2. Click each of the two routes that you want to connect. The routes will be connected and the
connector symbol will disappear.

For this function to work the connectors on the two routes must be compatible and must be at
the same location.
 Set the flow direction of a route
This task shows you how to set the flow direction of a route.

1.
Click on the Flow Direction button . The Flow Direction box appears.

2. Select Individual Line Function or All Line Functions in Line ID. If you select
Individual Line Function then you will be able to set the flow direction of a section of the route between
two components. If you select All Line Function in Line ID then you will be able to set the flow direction of
the entire route. In the image below Individual Line Function was selected.

In the following image All Line Function in Line ID was selected.

3. Click on the route to toggle between three flow directions. The three directions are as shown in the image
below.
If the flow arrows are not displayed then on the first click they will be displayed. If they are already
displayed then the first click will change direction.
If there is more than one flow direction in a route, then the flow direction of each will change independently.
 Display flow arrows on a route
This task shows you how to display or hide flow arrows on a route.

1.
Click on the Flow Show button .
2. Click on the route. It arrows are not showing they will show. If arrows are
showing they will be hidden. You can right-click on a route and select from
the pop-up menu to perform the same function.
See also Display flow arrows in a document.
 Creating and managing zones
This section discusses creating and managing zones.

Creating a zone
Creating a zone boundary
Modifying a zone boundary
Updating a zone boundary
Querying a zone
Modifying the properties of a zone
Delete/rename a zone
 Creating a zone
This task shows you how to create a zone.

A zone is used to assign properties to groups of objects. You do this by creating boundaries, which are used to
enclose groups of objects. In the illustration below the user has drawn a circle around some lines and components.
That circle can be designated a boundary and made part of a zone. When you assign certain properties to the zone
they will also be assigned to the objects within all the boundaries that are part of that zone.

A zone has certain properties that you can assign or change. It is global in nature and can extend over several
documents, and contain numerous boundaries. While a zone is global in nature, once you create a boundary and
make it part of a zone, it becomes local, or specific to that document. This means that when you change the
properties of the zone you do it locally so that the change applies to a specific document.
Before you create zones you must designate a directory in which they will be stored. See Line Lists settings.
1.
Click on the Create Zone button . The Create Zone dialog box displays.
2. Enter a name for the zone.
3. Enter properties if you want to. Certain default properties will be assigned but you can enter your own if you want
to.
4. Click OK. The zone will be created.
 Creating a boundary
This task shows you how to create a boundary.

Boundaries are used to enclose groups of objects, and are parts of zones. In the
illustration below the user has drawn a square around some lines and components.
That square can be designated a boundary and made part of a zone.

1. Use one of the Sketcher functions to enclose the objects that you want to include in
the boundary.
The objects must be fully enclosed within the boundary. You will not be able to create
the boundary if there is a gap in it.
2.
Click on the Define Zone Boundaries button . The Add Boundary to Zone
dialog box will display, listing all the available zones.
3. Use the Filter/Sort button if you want to filter the available zones. If you want to
create a new zone click the New Zone button.
4. Select the zone under which you want your boundary and then select each line that
constitutes the boundary. In the illustration above you would select all four lines that
make up the square. The lines will change color as you select them.
You can select any line to begin with. But after that each line you select must be
connected to an already selected line. In the illustration above you cannot select the
lower horizontal line and then the upper horizontal line. If you select a horizontal line
you must select one of the vertical lines after that.
5. Click OK. The boundary will become a part of the zone.
 Modifying a zone boundary
This task shows you how to modify a boundary.

1. In the illustration below the user has a boundary which he wants to extend to
include more components.

2. Use the Sketcher function to modify the boundary.

3. Click on the Create Zone Boundaries button to bring up the Create Boundaries
dialog box and then select the boundary you have modified. The boundary will be
highlighted.

4. Click OK to modify the boundary.

5. If you add any new boundary elements to the boundary, as in the example below,
only elements that existed originally will be highlighted. To modify the boundary
select one of the preexisting elements and then each of the new ones. Click OK.

If you extend preexisting boundary elements to include new objects they will be
included in that boundary. However, if new objects are included when you modify
the boundary by adding new boundary elements, then you must use the Update
function to include them in that boundary.
 Updating a zone boundary
This task shows you how to update a zone boundary.

You need to update a boundary when you add objects to the boundary or when
you remove objects from it. If, for instance, you move an object outside a
boundary but do not use the update function, the boundary will continue to count
that object as part of it. In the illustration below the user wants to move the object
that is outside into the boundary.

1. Drag the object into the boundary.

2.
Click the Update Zones button . The boundary will be updated and a
message box will display.
 Querying a zone
This task shows you how to query a zone for its members, or query a member to see which zone it
belongs to.
1.
With your document open click the Select/Query Zone button . The Selecting Zones dialog
box will display.

2. Check Local under Scope if you want to see all zones in the document. Check All if you want to see
all zones available to you.
3. Use the Filter and Sort functions if you need to.
4. To see which zone the boundary is part of, check Zone under Selection type and click on the
boundary. The zone will highlight. If you click on the zone then all boundaries that are part of it will
highlight.
5. To see which objects are part of the zone check Zone Members and then click on the zone.
 Modifying the properties of a zone
This task shows you how to modify the properties of a zone.

1.
Click on the Select/Query Zone button . The Selecting Zones
dialog box will display.
2. Select the zone whose properties you want to modify and then click on the
Properties button. The Properties dialog box will display.
3. Enter your changes and click OK.
 Delete/rename a zone
This task shows you how to delete or rename a zone.

1.
To delete a zone click on the Delete Zone button . The Deleting Zones
dialog box will display.

2. Select the zone you want to delete and click Delete. The zone and all its
members will be deleted.
3.
To rename a zone click the Rename Zone button . The Renaming Zones
dialog box will display.
4. Select the zone you want to rename. A second dialog box will display.
5. Enter the new name and click OK. The zone will be renamed.
Advanced Tasks

Building new components

Search for objects in a diagram
Analyzing networks
Title block and printing
Transferring a diagram
 Building new components

This section explains building new components and storing them, adding connectors
and defining flow paths.
See the CATIA Infrastructure documentation (Advanced Tasks - Using Catalogs) for
more information on creating catalogs and adding components to catalogs.

Create a component with specified type

Define connectors on a component
Define flow path on a component
Define multiple representations of a component
Store objects in a catalog
Create a component with specified
type
This task shows you how to create a component and specify a type for it.

To learn how to build a graphic see Building a graphic.

1.
With your graphic displayed, click on the Build Component button .
The Build Component dialog box displays.

2. Double-click on the main functions to expand them. In the image above

PipingPartFunction has been expanded.
3. Click on one of the types and then click on the graphic. The graphic will
highlight.

4. Enter a name for the component in the Component Name field.

5. Click OK. The component is created.
Define connectors on a component
This task shows you how to add connectors to a component.

1.
Click the Build Connector button and then click the component to
which you want to add connectors. The Build Connector box displays.

2. Select a connector type in the Build Connector box.

3. Click on the component at the point where you want a connector. The
connector display appears.

4. Click on one of the arrows to define a directional vector for the connector. One
of the arrows will be selected by default. The directional vector establishes the
angle at which another connector will attach.
5. To establish the flow capability of the connector right-click on the connector. A
pop-up menu appears. Move the pointer to Flow Capability and another
menu offers the options: None, In, Out, In/Out. Select one by clicking
on it.

6. Add more connectors if you want to by clicking on the component.

7. Click Close on the Build Connector box to end. The connectors will be
added.
To see the connectors again click on the Build Connector button and then on the
component. To delete a connector right-click on the connector and then click
Delete in the pop-up panel that displays.
Define flow path on a component
This task shows you how to create a flow path between the connectors on a
component.
Creating a flow path only creates a flow connection between connectors. It does
not define the direction of flow, which is added during design time.
1.
Click on the Build Internal Flow button and then on the component. The
connectors on the component are numbered and displayed, and the Create
Flow Path dialog box is displayed.

2. Click on the connectors between which you want a flow path. The connectors
will be highlighted as you click on them and the flow path will display. At the
same time, the two connectors between which there is a flow path will appear
in the Create Flow Path box.

3. To end click Close.

4. To delete a connection, bring up the Create Flow Path box, select the
connectors you want to delete, and click Delete.
 Define multiple representations of a component
This task shows you how to define multiple graphic representations of a component.

You define multiple graphic representations of a component when you need to show more than one version of the same component.
For instance, you may need to show a valve in an open position, closed position and three-quarters closed position. Creating these
three versions of the same component allows you to place any one of these. The example below assumes you have built a
component and a graphic (see Building a component and Building a graphic) that you want to use as a representation of the
component.
1.
Click the Build Graphic button and then click the component for which you want to create a representation. The Build
Graphic dialog box displays. The image below shows the component on the left, the graphic which you want to define as a graphic
representation, and the Build Graphic box.

2. The Build Graphic box shows a list of graphic representation names you can use. Select one and click on the graphic. The Defined
value changes to Yes in the Build Graphic box.
3. Click Close. The graphic is defined as a representation of the component a_valve.
4. To disassociate a graphic from a component bring up the Build Graphic box, select the graphic and click on the Remove button.
You cannot define another component as a graphic representation. You must build a graphic to use as a graphic representation.
You can define a graphic representation of a component that is in the catalog. To do so you must open the CATProduct document
where catalog components are stored, create one or more graphics in the document, and follow the steps given above.
 Storing objects in a catalog
This task shows you how to store objects such as components and on/off sheet
connectors in a catalog.
Only basic information is supplied in this task. See CATIA Infrastructure
documentation (Advanced Tasks - Using Catalogs) for information on creating
and working with catalogs.
1. With the component you want to store in the catalog displayed, click
Infrastructure - Catalog Editor in the Start menu to create a new
catalog. To open an existing catalog use the File - Open command and
navigate to the catalog. The Catalog Editor opens.
2. Click Windows - Tile Horizontally so that both the Catalog Editor and
the component are displayed.

3. Double click the family under which you want to add the component. You will
need to add a family if this is a new catalog document.
4. Click the Add Component button. The Description Definition dialog box
displays.

5. Enter (or change) the name for the component and add other information you
need to, then click the Select external feature button.
6. Click the Preview tab and select the option Local preview (stored in
catalog). This will allow an iconized image of the component to be
displayed in the Catalog Browser.
7. Click on the component you want to add to the catalog. The component will be
added.
 Search for objects in a diagram
You can search for objects in a diagram by using the Edit -Search command. This
will display the Search dialog box.

Under Workbench select Plant Ship Common. Under Type select the type of object
you are searching for. Detailed instructions on using the Search function can be found
in the CATIA Infrastructure User Guide under Basic Tasks - Selecting Objects.
 Analyzing networks
This section discusses ways of analyzing networks.

Analyze network for connections

Viewing related objects
 Analyze network for connections
This task shows you how to analyze a network for connections.

This function will show you all objects connected to any selected object. You can
also use it to view all possible paths between two selected objects.
1. To see all objects connected to any selected object, click Analyze -
Networks in the menu bar, with your document open.

2. Select the Network tab and then select the object whose connections you
want to see. The entire network will highlight and the Analyze Networks box will
display the number of objects there are in the network.
3. To see all possible paths between two objects click the Path tab in the
Analyze Networks box, then click the two objects. If there is a path between the
two objects then it will highlight. If there are two or more possible paths then the
Current Path field in the Analyze Networks box will display how many paths
there are when you click on the down arrow. To see another path (if there is
one) select it in the Current Path field.
 Viewing related objects
This task shows you how to view all the objects related to any selected object.
"Related" refers to objects that are directly connected, as well as objects that are
an organizational element, such as line IDs.
To use this function properly you must disable the Automatic Expand option for
the specifications tree. To do this click Tools - Options, select Product
Structure and then the Product Structure tab, and uncheck Automatic
Expand.
1. With your document open, click Analyze - Related Objects in the menu
bar. The Current Selection Panel will display (see below).
2. Make sure the View Related Objects option is checked, and select the
object whose relatives you want to see. All objects related to the selected
object will display in the Current Selection Panel. In the illustration below the
user has selected a valve. The Current Selection Panel display shows that the
Check Valve is related to two others, Pipe Function 3 & 2, and is a
member of a line ID named PipeLine01.
3. You can also select one of the related objects showing in the Current
Selection Panel, in this case Pipe Function 3 or 2, to see which objects they
are related to.
4. If you check Reframe on selection and then click on one of the objects in
the Current Selection Panel, the object will display in your screen even if it
was not currently showing.
5. Checking the Freeze box will freeze the contents of the Current Selection
Panel and it will no longer be updated.
 Title block and printing
This section discusses annotating your diagram and printing it.

Annotating a diagram
Printing a sheet
 Annotating a diagram
You can use the Text command in the Drafting toolbar to add annotations to your

diagram. To use, click the Text button . Instructions for using the Text command,
and other commands in the Drafting toolbar, are available in the Drafting
documentation.
Drafting toolbar
 Printing a sheet
This task shows you how to print a diagram sheet.

1. Click File - Print. The Print dialog box displays.

2. Enter your preferences and click OK. See Drafting documentation to learn
more about the print command.
 Transferring a diagram
PID or HVAC Diagrams documents can be transferred to other computers or networks.
However, there is one factor that you must consider.
Each line ID you create has a file associated with it. These files are stored in a
directory specified by you. When you transfer a diagram, you must either make sure
that this directory can be accessed from the new site, or you must copy the files also
and specify the new directory path.
See Line Lists settings for information on specifying line ID directories.
 Customizing
This section describes ways in which you can customize the Piping and
Instrumentation Diagrams workbench.

Creating object classes and attributes

Creating custom reports
Defining options
 Creating object classes and
attributes
This section discusses creation of object classes and their attributes.

Starting the Feature Dictionary Editor

Creating a new object class
Adding properties to an object class
Defining discrete values for a property
 Starting the Feature Dictionary Editor
This task shows you how to start the Feature Dictionary Editor.

The data dictionary editor allows you to create. delete and manage object classes. Object classes are classifications under which
you create various objects, like components, for storing in the catalog. You may, for instance, want to have several objects
classes under valve_function, one of them being check_valve_function, and create various types of check valve under the class.
1. Click Start - Equipment & Systems - Feature Dictionary Editor. The Feature Dictionary Editor opens.
2. The specifications tree displays three views. Referenced Dictionary will display under it any external dictionary files that
are referenced in the document. Feature View will have under it all classes defined in the document. Classes View will
display all classes available in the document, including the predefined classes that are included with the application.
3. On the right side, Inherited View shows attributes that a class inherited from its super class. Local Attributes shows attributes
added specifically to a class.
 Creating a new object class
This task shows you how to create a new object class.

1.
Click the Open Application Dictionary button . The Open
Application Dictionary dialog displays.

2. Click on the down arrow and select one of the categories. Enter a name in the
Client ID field. This will appear next to the classes in the specifications
tree. Click OK.
3. The classes that are available to the document display in the specifications
tree under Classes View. The object classes that will be displayed are the
base classes included with the application. You cannot rename or delete
them, but you can create object classes under them.
4. Double click on the object class under which you want to create the new

class, then click the Create Subclass button . The Create Subclass
dialog box displays.

5. Enter a name in the Class name field and click OK.

6. The new object class is created and displays in the specifications tree under
Feature View and Classes View.
Adding properties to an object class
This task shows you how to add properties to an object class.

1. In the specifications tree, select the class to which you want to add a property.
When you select a class its existing properties show under the Inherited
Attributes and Local Attributes windows. Inherited attributes are those
inherited from the super class to which this class belongs. Local attributes are
properties added to the class itself.
2.
Click on the Add Attributes button . The Add Attribute dialog box will
display.

3. Enter an attribute name.

Click on the down arrow in the Attribute type field and select an attribute type.
Click on the down arrow in the With field and select Single Value or Discrete
Values. If you select Single Value, you will be able to change the value later
by using the Edit - Properties command and entering a new value. If you
choose Discrete Values, you will only be able to select a value from a
predefined list.
Enter a default value.
Click OK.
4. The new attribute will display in the Local Attributes window.
 Defining discrete values for a property
This task shows you how to define discrete values for a property.

When you add properties to an object class, you have to select whether you want a single value or discrete values.
If you select discrete values, it means that the property will have predefined values - the user will not be able to
enter a value but will have to select from a predefined list. Those values are created in a text file and stored in a
specific directory. This task shows you how to create and store those discrete values.
1. Open a file using any text editor (like Notepad) and enter the values you want to associate with the property. The
values must be entered in a single column, and must indicate the value and the unit, such as: 23 inches.
2. Give the file the same name as the property - if the property name is Length, you have to name the file Length.
Save the file in CATIA's resources\graphic directory. The exact path will depend on your setup.
3. Go to Tools - Options, select Equipment & Systems and select the User Dictionary tab.

4. Enter the name of the Feature Dictionary Editor file in which the property is defined - this is the file in which you
created the property. The file will have a .CATfct extension. Enter only the file name and extension - remove the
full directory path. Enter the file name in one of the four class dictionary fields depending on the type of class to
which the property has been added. If it is a piping type of class then enter it in the Piping Class Dictionary.
5. In the Discrete Values Directory field, enter the name of the directory in which the discrete values files are stored.
Enter the full directory path.
6. Click OK. The discrete values will be defined. When a user opens the Edit - Properties dialog box for a component
to which this property has been applied, he will be able to select from the discrete values you defined.
 Creating custom reports
This section describes how you can create reports that display the attributes of objects
you are working with. You can also customize the reports to suit your own needs.

Generating a report
Creating a toolbar shortcut for a macro
 Generating a report
This task shows you how to create a new report that lists the attributes of an object.

The report will list the values of attributes like pressure, length, diameter, open/close position etc. These values will
only be displayed if they have been added to the object and if the attribute is included in the report.
1. Select the object for which you want to generate a report. You can select objects in the specifications tree or by using
the Edit - Search command.

2. Click Tools-Macro-Macros. The Macro dialog box displays. If the file CATSchAttrValueWYSIWYG.CATScript
is not displayed in the box then select External File in the Macro In field, click Select and navigate to the
directory Intel_a\code\command. Select the file named above and click Open. The file will display in the Macro
dialog box.

If you want to edit the script that creates the report then click Edit. You need to have some knowledge and
experience of Visual Basic to edit scripts.
3. Select the file and click Run. The Report Generation dialog box will display, asking you to enter the name of a
template. Four templates are provided with this application for four types of reports: Part, Instrument, FromTo (for
lines) and Equipment. They reside in the Intel_a\code\command directory. Enter the full directory path, based on
your setup, and change the last word to one of the four types mentioned above. Your selection will be based on the
type of object for which you are seeking to generate a report.
4. Click OK. The report will appear in the form of an Excel spreadsheet. If the object has attributes associated with it,
and these attributes are entered in the report, then they will display.

5. If an attribute is not entered in the report you can add it by clicking on an empty column and entering it.
 Creating a toolbar shortcut for a
macro
This task shows you how to create a button in the toolbar to run a macro.

Macros are used to generate reports (see Generating a report). Creating a button
for a macro in the toolbar automates part of the process involved in generating a
report.
1. Click Tools-Customize. The Customize dialog box displays.

2. Select the Commands tab and select Macros in the left column. All macros are
displayed in the right column.
3. Click and drag the macro to the toolbar in which you want to place it. The toolbar
will display a button that you can click to generate the report.
4. To customize the icon on the button you just created click on Show
Properties and then on the Icon button. Icons available to you will be
displayed. Select one and click Close.
 Defining options
This section explains how to define options.

Finding sample data on various platforms

User Dictionary settings
Diagrams settings
Line Lists settings
 Finding sample data on various
platforms
This task shows you how to find sample data that is provided with the application
if you are using a platform other than Windows NT.
In Windows NT, catalogs and other sample data are usually stored in a
subdirectory under intel_a. Intel_a in turn resides in whichever drive and
directory you have installed the application in. Directory paths for sample data in
this user guide refer to the intel_a directory. You can find the directories used
in other platforms by referring to the list below.
Windows: ...\win_a\
AIX: .../aix_a/
HPUX: .../hpux_a/
IRIX: .../irix_a/
SOLARIS: .../solaris_a/
 User Dictionary settings
This task explains the User Dictionary settings.

The User Dictionary tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams.

1. Click Tools - Options, Equipment & Systems and select the User Dictionary tab.

2. Enter the name of the Feature Dictionary Editor file you wish to reference in each of the first four fields. The file
will have a .CATfct extension as shown above. The files contain the object classes that you create and the
properties you assign to each of them. You can have more than one .CATfct file, but you will reference only one at
a time. You need to enter the file names in the appropriate field, depending on its category.
Enter only the file name and extension.
Click here to learn more about the Feature Dictionary Editor
3. In the Discrete Values Directory field, enter the name of the directory in which the discrete values files are stored.
Enter the full directory path.
4. Click OK.
 Diagrams settings
This task explains the Diagrams settings.

The Diagrams tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams.

1. Click Tools - Options, Equipment & Systems and select the Diagrams tab.

2. Make your selections from the options, which are self explanatory.
3. Click OK.
 Line Lists settings
This task explains the Line Lists settings.

The Line Lists tab is one of the tabs under the Options menu.

1. Click Tools - Options, Equipment & Systems and select the Line Lists tab.

2. Enter the name (and full path) of the directory where you want to store each type of Line ID or zone ID file. Each
line ID or zone ID that you create has a file associated with it, and you must specify where you want to store it.
3. Click OK.
 Workbench Description
The Piping and Instrumentation Diagrams workbench has the following toolbars.

Design Modify Toolbar

Build Create Toolbar

Design Create Toolbar

On/Off Sheet Connector Toolbar

Line ID Toolbar
 Design Modify Toolbar
The Design Modify Toolbar contains the following tools.

See Rotating a component

See Rotating a component

See Flipping a component in free space

See Flipping a component in free space

See Flipping a connected component

See Flipping a connected component

See Changing the scale of a component

See Connect objects

See Disconnect objects

See Breaking a route

See Connecting two routes

See Display flow arrows on a route
 Build Create Toolbar
The Build Create Toolbar contains the following tools.

See Building new components

See Define connectors on a component

See Define flow path on a component

 Design Create Toolbar
The Design Create toolbar contains the following tools.

See Placing components

See Routing a piping line or I & C loop

See Routing a piping line or I & C loop

 On/Off Sheet Connector Toolbar
The On/Off Sheet Connector Toolbar contains the following tools.

See Place on and off sheet connectors

See Query connector for linked document

See Link and unlink on and off sheet connectors

See Link and unlink on and off sheet connectors

 Line ID Toolbar
The Line ID Toolbar contains the following tools.

See Create a Line ID

See Select a Line ID or Query a Line ID

See Transfer members of a Line ID

See Rename a Line ID

See Delete a Line ID

 Index
A
annotating

B
branch

creating

C
catalog

storing objects
classes

adding properties

creating
components

change scale

define representations

flip in free space

flip inline

placing

placing in piping line or I & C loop

repositioning in network
 place multiple times

rotate

switch graphic representations

connect

objects
connectors

define on component

flow capability

flow path
create component

create graphic

build component

D
data dictionary

starting editor
disconnect

objects

diagrams settings

discrete values
E
F
feature dictionary editor
flow arrows

display/hide in document

display/hide on line
flow direction

set

G
graphic representations

switch

grid

I
L
line gaps

display/hide
line ID

create

delete

shared
 local

merge

modify properties

multi-select

query

rename

select

transfer members

line lists settings

M
macro

creating shortcut

N
nozzle

placing on component

O
object classes

adding properties
on and off sheet connectors

building a graphic
 linking

opening linked document

placing

querying

unlinking

options

P
piping line

route

place components in

printing
properties

display

edit

filter

R
report

generating
routing

between equipment

creating a branch
 moving extremity

S
search command

T
transferring a diagram

U
units

setting

user dictionary settings

W
workbench description

Z
zones