File menu

The File menu of P&ID includes the following commands.

New

Creates a new diagram. See New.

Open

Allows opening a diagram in either browse or edit mode. The browse mode does not check out the document from COS.

Save locally

Saves the diagram in the local computer.

Save to COS database

Saves the diagram in COS. You are prompted whether to also check in the diagram and update the diagram data in integrated applications (Plant Modeller, Electrical).

Manage diagrams

Opens the Manage Diagrams dialog where you can create, edit, and delete diagram documents.

Export

Opens the Export 2D Drawing dialog for exporting the active diagram into a file. See Export.

Print

Allows printing the active diagram or a selected region from the diagram.

Environment

Opens a menu with the following options:

  • All library and project – Opens the Project Environment dialog (object browser) where you can manage project data.
  • Systems and lines (prior) – Opens the legacy Systems and Lines (Prior) tool for managing lines and systems.
  • Systems and lines – Opens the Systems and Lines tool for managing lines and systems.
  • 2D symbols – Opens an object browser dialog for managing the 2D Symbols used in the P&ID application.

Settings

Opens the Options dialog where users can manage personal settings and administrators can manage shared project settings.

Exit

Closes the P&ID application. If a diagram has unsaved changes, you are prompted to select how to proceed.

  • Yes – Before closing the application, the diagram is saved locally, and optionally also these actions are performed:

    • Update also COS database – Select this option to also save the diagram in COS.

    • Check in the diagram – Select this option to check in the diagram.

    • Update integrations – Select this option to update the diagram data in integrated applications (Plant Modeller, Electrical).

  • No – The application is closed without saving your changes.

  • Cancel – The application remains open.