Document

In CADMATIC P&ID, the File > Document menu contains the following commands.

Change Sheet

You can change the sheet that the currently active diagram uses.

  • Select File > Document > Change Sheet. An object browser window opens, listing the sheets that have been approved for your project. Select the sheet to use and then click OK.
  • To get the texts in the title box visible again, select Home > Label > Update > All Labels. Administrator can also set labels to be automatically updated, as described in Automatic Update.

Change Document Type

You can change the document type of the currently active diagram.

Do the following:

  1. Select File > Document > Change Document Type.

  2. Select the new diagram type:

    • P&I – Select this to create a Piping & Instrumentation diagram. These diagrams describe the operations related to chemical engineering or process engineering at a more detailed level than what PFDs do.

    • Electric – Select this to create a diagram that describes the operations of an electrical system.

    • PFD – Select this to create a Process Flow Diagram that describes the major equipment and the primary process flows in a chemical engineering or process engineering facility at a fairly high level. A flowsheet might show, for example, how materials or objects are moved from one operative point to another for chemical transformation or physical assembly, and what is the flow direction between two consecutive operations.

    Important: Only P&I diagrams publish the topological network of pipelines into the 3D model, which allows piping designers to use diagram-based pipe routing assistance. See P&ID integration in 3D routing.

    Note: All diagram types publish EPD objects to COS, which allows P&ID to highlight components that exist in the 3D model. See Compare P&ID objects with 3D model.

  3. Click OK. You are prompted to confirm the action.

Edit Title Box

You can edit the information shown in the title box of the active diagram. The title box information is stored in the PI_CATALOG table of the database, and the editor is the same as the one used for editing object data—see Data.

Do the following:

  1. Select File > Document > Edit Title Box. The Edit Diagram Title Box Data dialog opens.

  2. Edit the fields as required, and click OK. The diagram's title box shows the changes.

  3. To update the changes to COS, select File > Save to COS Database. If administrator has enabled synchronization, the new title box values are also saved to the associated COS document attributes; for more information, see Synchronizing document attribute and title box values.

Note: Administrator can customize the structure and look of the title box, as described in P&ID Sheets.

Edit Revision Table

File > Document > Edit Revision Table opens the Manage Revisions dialog where you can specify revision, designer, revision reason, revision date, and additional document revision information that administrator has defined in the project settings to be included, as described in Document Revision and Publishing.

The Manage Revisions dialog shows the details of the current revision, and you can edit the values if needed. When you select a new revision from the Revision field and click OK, the new revision is added to the revision table label of the document, and the previous revision's values cannot be edited anymore.

The revision table data is updated to the diagram document when labels are updated with Home > Label > Update > Label or All Labels. Administrator can also set labels to be automatically updated, as described in Automatic Update.

Note: Administrator can set the revision number in diagram's title box to be automatically updated when diagram is published to 3D. This is done in the Database Table Manager, by opening the PI_CATALOG table and mapping the RevisionId column to the Generic Attribute "Publication revision" (.h7). See Database Table Manager.

Before designers can use the revision table, it must be correctly set in the P&ID sheet script and revision table script, as described in The sheets Script and The revision_table Script, respectively.

Manage Reference Views

File > Document > Manage Reference Views opens the Manage Reference Views dialog where you can create, modify, and delete reference views. The View button hides the dialog, allowing you to browse the diagram; press Esc to return to the dialog.

A reference view is a rectangular area that you define to locate a diagram (or just some part of it) in the coordinate system of the 3D model. The settings of a reference view specify a reference point in model coordinates, so that diagram objects that are placed inside the reference view automatically get an estimated placement location in the 3D model. Pipe objects also get an estimated length. As a result, when the diagram is published to Plant Modeller and a designer adds an object to a work view, the location information provided by P&ID allows the cursor to automatically jump to the intended placement location.

Reference views are normally used together with reference drawings. Add a reference drawing from Drafting > Reference Drawing, as described in Reference drawings. When creating the reference view, set its scale to be the same as that of the reference drawing.

Creating a new reference view

Perform the following to add a new reference view to the active diagram.

Note: One diagram can have multiple reference views, but make sure they do not overlap.

Do the following:

  1. Select File > Document > Manage Reference Views, and then click New. The Reference View dialog opens.

  2. Enter the following information:

    • Name – Enter a name for the view. You cannot change the name later.

    • Min U, Max U, Min V, Max V – Enter the sheet coordinates to use, or click Pick to pick the starting corner and the ending corner from the sheet.

    • Direction – Select whether the view is a top view, front view, back view, or a side view.

    • Scaling – Specify the scale of the view, such as 1:100. The scale of the view should follow the scale of the reference drawing.

    • Reference Point – Specify the reference point of the view, first in diagram sheet coordinates (U, V), and then in 3D model coordinates (X, Y, Z). When specifying model coordinates, the Z value is important as it defines the height at which the reference view will be located in the model.

  3. Click OK in the Reference View dialog, and then close the Manage Reference Views dialog.

  4. In File > Options > Shared Project Settings > Model Coordinates, make sure that the option Use reference views to define diagram object coordinates is selected.

From now on, objects inserted to the diagram inside the reference view know their approximate placement coordinates in the 3D model.