Insert tab

The Insert tab of P&ID contains the following tool groups.

Manage

On the Insert tab, the Manage group contains the following tools.

Systems | Pipelines | Instrument Tags | Electric Circuits | Position Ids

Systems

The Systems button contains tools for creating Systems and assigning Systems to diagram objects.

Define | Assign

Define

You can use this command to create new Systems.

Do the following:

  1. Select Systems > Define. The Insert System dialog opens.

  2. Enter a name for the new System, and click OK. The Edit System Data dialog opens.

  3. Define the properties of the new System, and click OK.

Assign

You can use this command to assign a System to a set of diagram objects whose object type is Equipment.

Note: This command does not change the System of diagram objects that are assigned to a pipeline, instrument tag, or electric circuit. To change their System, you must use a specific command that assigns System and Pipeline (Assign), System and Instrument Tag (Assign), or System and Electric Circuit (Assign) at the same time.

Do the following:

  1. Select Systems > Assign. The Select system dialog opens.

  2. You can filter the drop-down list to show only Systems that no diagram is using by selecting Only unused systems.

  3. Select the System to use, and click Assign.

  4. Pick the required diagram objects, and press Enter to accept the set. The Select system dialog reopens.

  5. You can continue assigning Systems or click Close to stop.

Tip: For a single object you can also do this from the Property pane: in the Object's system name row, select … and then Change system.

Related Topics

Assign System to Equipment

Pipelines

The Pipelines button contains tools for creating pipelines and assigning pipelines to diagram objects.

Define | Assign | Define & assign

Define

You can use this command to create new pipelines.

Do the following:

  1. Select Pipelines > Define. The Select system dialog opens.

  2. You can filter the drop-down list to show only Systems that no diagram is using by selecting Only unused systems.

  3. Select the System to use, and click Assign. The Define set of pipelines dialog opens.

  4. Define the following settings:

    • The name of the first pipeline – Enter a name for the pipeline to be created.

      Note: Usually this field is pre-filled, based on the pipeline naming rules defined in the set_defaults script, and you should only edit the suggested name if you want to specify where the line numbering starts.

    • Number of new pipelines – If you want to create more than one pipeline at the same time, enter the number of pipelines to be created.

    Then click OK. The Add pipelines to system dialog opens.

  5. Define the general settings for the pipelines to be created, and click Add. The Edit Pipeline Data dialog opens.

  6. Define the SQL data for the pipelines to be created, and click OK. The Select system dialog reopens.

  7. You can continue creating new pipelines or click Close to stop.

Assign

You can use this command to assign a pipeline to a set of diagram objects whose properties include Pipeline.

Do the following:

  1. Select Pipelines > Assign. The Select Pipeline dialog opens.

  2. You can filter the drop-down list to show only pipelines that no diagram is using by selecting Only unused Pipelines.

  3. Select the pipeline to use, and click Assign.

  4. Select the diagram objects to which to assign the pipeline, and press Enter. The Select Pipeline dialog reopens.

  5. You can continue assigning pipelines or click Close to stop.

Tip: For a single object you can do this from the Property pane: in the Name of object's pipeline row, select … and then Change pipeline.

Related Topics

Assign System and Pipeline

Define & assign

You can use this command to create a new pipeline and assign the pipeline to a set of diagram objects whose properties include Pipeline.

Do the following:

  1. Select Pipelines > Define & assign. The Select system dialog opens.

  2. Select the System to use and click OK. The Define set of pipelines dialog opens.

  3. Enter a name for the pipeline to be created, and click OK. The Add pipelines to system dialog opens.

  4. Define the general settings for the pipeline to be created, and click Add. The Edit Pipeline Data dialog opens.

  5. Define the SQL data for the pipelines to be created, and click OK.

  6. Pick the required diagram objects, and press Enter to accept the set. The Select system dialog reopens.

  7. You can continue creating new pipelines or click Close to stop.

Instrument Tags

The Instrument Tags button contains tools for creating instrument tags and assigning instrument tags to diagram objects.

Instrument tags are administrative objects for instrumentation/control loops, like pipelines are administrative objects for pipe runs. Typically, a single System can be used for all instrument type objects. You can use instrument tags for identifying all the instruments in the project, for example for listing purposes. Typical instrument tag objects are measurement or signal lines and controllers between them.

Define | Assign | Define & assign | Edit | Change system | Delete | Undelete

Define

You can use this command to create a new instrument tag.

Do the following:

  1. Select Instrument Tags > Define. The Select system dialog opens.

  2. You can filter the drop-down list to show only Systems that no diagram is using by selecting Only unused systems.

  3. Select the System to use, and click OK. The Insert instrument tag dialog opens.

  4. Enter a name for the new instrument tag, and click OK. The Edit Instrument Tag Data dialog opens.

  5. Enter attribute values for the new instrument tag, and click OK. The new instrument tag is saved in the database.

Assign

You can use this command to assign an instrument tag to a set of diagram objects whose properties include Instrument Tag.

Do the following:

  1. Select Instrument Tags > Assign. The Select tag dialog opens.

  2. You can filter the drop-down list to show only instrument tags that no diagram is using by selecting Only unused instrument tags.

  3. Select the instrument tag to use, and click Assign.

  4. Select the diagram objects to which to assign the instrument tag, and press Enter. The Select tag dialog reopens.

  5. You can continue assigning instrument tags or click Close to stop.

  6. Save the diagram.

Related Topics

Assign System and Instrument Tag

Define & assign

You can use this command to create a new instrument tag and assign the instrument tag to a set of diagram objects whose properties include Instrument Tag.

Do the following:

  1. Select Instrument Tags > Define & Assign. The Select system dialog opens.

  2. Select the System to use, and click OK. The Insert instrument tag dialog opens.

  3. Enter a name for the new instrument tag, and click OK. The Edit Instrument Tag Data dialog opens.

  4. Enter attribute values for the new instrument tag, and click OK.

  5. Select the diagram objects to which to assign the instrument tag, and press Enter.

  6. Save the diagram.

Edit

You can change the name or edit the attributes of an instrument tag.

Do the following:

  1. Select Instrument Tags > Edit. The Select tag dialog opens.

  2. Select the instrument tag you want to edit.

  3. To rename the instrument tag, click Rename, enter the new name, and click OK.

  4. To edit the attribute values of the instrument tag, click OK to open the Edit Instrument Tag Data dialog, then edit the values as required, and click OK.

  5. To exit the tool without making any changes, click Close.

Change system

You can use this command to move an instrument tag to a different System.

Do the following:

  1. Select Instrument Tags > Change system. The Select dialog opens, listing all instrument tags.

  2. Select the instrument tag whose System you want to change. The Select dialog opens, listing all Systems.

  3. Select the System that you want to assign to the instrument tag.

  4. You are prompted whether to check labels in case there is System information to be updated. If you select Yes, the program updates the labels.

Delete

You can use this command delete instrument tags that are not used in any diagram from the database.

Do the following:

  1. Select Instrument Tags > Delete. The Select dialog opens, listing the Systems that have instrument tags.

  2. Select the required System. The Select dialog opens, listing the instrument tags of the selected System.

  3. Select the instrument tags to be deleted, and click OK. The message pane indicates if any of the selected instrument tags are still in use and could not be deleted.

  4. Save the diagram.

Undelete

You can use this command to recover a deleted instrument tag and save it into the database.

Do the following:

  1. Select Instrument Tags > Undelete. The Select dialog opens, listing the previously deleted instrument tags.

  2. Select the instrument tag you want to recover.

  3. Save the diagram.

Electric Circuits

The Electric Circuits button contains tools for creating electric circuits and assigning diagram objects to electric circuits.

Note: Electric circuits cannot be exported to the 3D model.

Define | Assign | Define & assign | Edit | Change system | Delete | Undelete

Define

You can use this command to create a new electric circuit.

Do the following:

  1. Select Electric Circuits > Define. The Select system dialog opens.

  2. You can filter the drop-down list to show only Systems that no diagram is using by selecting Only unused systems.

  3. Select the System to use, and click OK. The Insert Electric Circuit dialog opens.

  4. Enter a name for the new electric circuit, and click OK. The Edit Electric Circuit Data dialog opens.

  5. Enter attribute values for the new electric circuit, and click OK. The new electric circuit is saved in the database.

Assign

You can use this command to assign an electric circuit to a set of diagram objects whose properties include Electric Circuit.

Do the following:

  1. Select Electric Circuits > Assign. The Select electric circuit dialog opens.

  2. You can filter the drop-down list to show only electric circuits that no diagram is using by selecting Only unused electric circuits.

  3. Select the electric circuit to use, and click Assign.

  4. Select the diagram objects to which to assign the electric circuit, and press Enter. The Select electric circuit dialog reopens.

  5. You can continue assigning electric circuits or click Close to stop.

Related Topics

Assign System and Electric Circuit

Define & assign

You can use this command to create a new electric circuit and assign it to a set of diagram objects and assign the electric circuit to a set of diagram objects whose properties include Electric Circuit.

Do the following:

  1. Select Electric Circuits > Define & Assign. The Select system dialog opens.

  2. Select the System to use, and click OK. The Insert Electric Circuit dialog opens.

  3. Enter a name for the new electric circuit, and click OK. The Edit Electric Circuit Data dialog opens.

  4. Enter attribute values for the new electric circuit, and click OK.

  5. Select the diagram objects to which to assign the electric circuit, and press Enter.

Edit

You can change the name or edit the attributes of an electric circuit.

Do the following:

  1. Select Electric Circuits > Edit. The Select electric circuit dialog opens.

  2. Select the electric circuit you want to edit.

  3. To rename the electric circuit, click Rename, enter the new name, and click OK.

  4. To edit the attribute values of the electric circuit, click OK to open the Edit Electric Circuit Data dialog, then edit the values as required, and click OK.

  5. To exit the tool without making any changes, click Close.

Change system

You can use this command to move an electric circuit to a different System.

Do the following:

  1. Select Electric Circuits > Change system. The Select dialog opens, listing all electric circuits.

  2. Select the electric circuit whose System you want to change. The Select dialog opens, listing all Systems.

  3. Select the System that you want to assign to the electric circuit.

  4. You are prompted whether to check labels in case there is System information to be updated. If you select Yes, the program updates the labels.

Delete

You can use this command delete electric circuits that are not used in any diagram from the database.

Do the following:

  1. Select Electric Circuits > Delete. The Select dialog opens, listing the Systems that have electric circuits.

  2. Select the required System. The Select dialog opens, listing the electric circuits of the selected System.

  3. Select the electric circuits to be deleted, and click OK. The message pane indicates if any of the selected electric circuits are still in use and could not be deleted.

  4. Save the diagram.

Undelete

You can use this command to recover a deleted electric circuit and save it into the database.

Do the following:

  1. Select Electric Circuits > Undelete. The Select dialog opens, listing the previously deleted electric circuits.

  2. Select the electric circuit you want to recover.

  3. Save the diagram.

Position IDs

The Position IDs tool allows reserving position IDs and pipeline names. Pipeline names are reserved inside P&ID only—it is possible to create a pipeline with the same (reserved) name in Plant Modeller. If integration is in use, the reservation can be seen also in Plant Modeller; if a user tries to insert a position ID that has been reserved in P&ID, the application notifies the user, but the user can still decide to ignore the reservation.

The Position IDs button opens the Manage Reserved PosIds dialog.

The Manage Reserved PosIds dialog has these columns:

Column

Description

Table name

Name of database table that uses the position IDs.

Class

Specifies the prefix of the position ID or line number before consecutive numbering.

Min

Lowest value in the reserved range of consecutive numbers.

Max

Highest value in the reserved range of consecutive numbers.

Info

Optional text field for providing additional information.

Diagram

Optional text field that specifies which diagram will use the reserved numbers.

Use these buttons to manage the reservations:

  • New – Allows creating a new reservation. Does not check if the position ID has been reserved or used in the diagram before.

  • Add – Allows creating a new reservation. Checks which position IDs are already in use and reserves only the ones that are free.

  • Free – Allows removing single position IDs.

  • Modify – Allows modifying the currently selected reservation row.

  • Delete – Deletes the selected reservation row.

EDM

On the Insert tab, the EDM group contains tools for importing object data from external sources to COS and then linking this data to diagram objects as additional attributes.

Import | Manage EDM Objects

Import

The Import button contains tools for importing external data from a CADMATIC XML or DEXPI XML file to the COS database.

After the import, you can link the imported EDM objects to diagram objects, as described in Manage EDM Objects.

Importing a CADMATIC XML File

You can import EDM objects from CADMATIC XML format.

Prerequisites

  • The required data mappings have been defined as described in Edit settings.

Do the following:

  1. On the Insert tab, select Import > Import.

  2. In the file browser, select the XML file from the file system, and click Open.

  3. The Import Summary dialog lists the import results. Review the summary and click Close to close it.

    The imported EDM objects are now stored in the COS database.

Importing a DEXPI XML File

You can import EDM objects whose type is Equipment from DEXPI XML format. These objects can link externally provided data directly to CADMATIC 3D or P&ID objects.

You cannot import objects whose type is Valve or Instrument. You cannot import pipelines or Systems, or sub-items such as nozzles.

If the file contains objects whose External ID is already in COS, the import updates the data in COS.

Prerequisites

  • The required data mappings have been defined as described in Edit settings.

Do the following:

  1. On the Insert tab, select Import > Import DEXPI File.

  2. In the file browser, select the DEXPI XML file from the file system, and click Open.

  3. The Select objects to be imported dialog lists the objects of the XML file, displaying their External ID, Tag, and Position ID.

    Show/hide image

  4. The Import Summary dialog lists the import results. Review the summary and click Close to close it.

    The imported EDM objects are now stored in the COS database.

Related Topics

DEXPI Export

Manage EDM Objects

You can link an EDM object to a diagram object to assign externally defined attributes to the diagram object. If the EDM object is updated in COS, also the diagram object gets the updates.

If the EDM object has been linked to a 3D model object, updating integration data from P&ID to the 3D model creates an integration link (an EPD object) between the diagram object and the 3D object.

Do the following:

  1. On the Insert tab, select Manage EDM Objects. The Manage External Object Data dialog opens. You can click Columns to select which columns to show in the dialog.

  2. To find a specific EDM object, you can do one of the following.

    • Select which tag to search, enter the search text (asterisk "*" functions as a wildcard), and click Search.

    • Select Filter by position IDs in active diagram to hide all those EDMs whose position ID is not in the active diagram.

  3. To manage the linking, select an EDM object and then the appropriate action.

    Note: This tool does not show EDM objects that have the "External Position ID Status" attribute set to "Deleted".

    • Insert into Diagram – Select this to insert a new diagram object that will then be linked to the EDM object. If you select this but the position ID of the EDM object is already in the active diagram, you are prompted whether to link to that object instead of inserting a new one.

    • Link to Diagram Object – Select this to pick the diagram object from the active diagram. If the EDM object has a different position ID, the position ID of the diagram object is used.

    • Link to Diagram Object by posID – Select this to link the EDM object to the diagram object that has the same position ID, if found in the active diagram.

    • Unlink from Diagram Object – Select this to remove the link between the EDM object and the diagram object.

    • Browse in Diagram – Zooms to the linked diagram object in the active diagram.

    • Query Object – Shows the database data of the linked diagram object in a separate dialog.

  4. Click Done.

Related Topics

External Data Management (EDM) objects

View EDM data