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Tips and Tricks for the AutoCAD P&ID Administrator

Tips and Tricks for the AutoCAD P&ID Administrator. Brian Lund Senior Designer – GEA Process Engineering, Inc. AutoCAD P&ID. How many have heard of the product and were curious? How many use the product day-to-day? How many configure and customize?

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Tips and Tricks for the AutoCAD P&ID Administrator

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  1. Tips and Tricks for the AutoCAD P&ID Administrator Brian Lund Senior Designer – GEA Process Engineering, Inc.

  2. AutoCAD P&ID • How many have heard of the product and were curious? • How many use the product day-to-day? • How many configure and customize? • How many know what “Open/Close State” does?

  3. AutoCAD P&ID – What we will cover • Template Projects • Symbols Creation • Class Structure • Creating Symbols • Dynamic Blocks • Join Types • Tags and Annotation • Palettes • Report Creator

  4. Learning Objectives At the end of this class, you will: • Understand the use of Template Projects • Create and administer P&ID symbols more efficiently • Create and administer Tags and Annotations more efficiently • Add user friendly custom palettes • Create and use custom reports using Report Creator

  5. This is a Tips and Tricks Class

  6. Template Projects What are they? • Use Them • Create a “Working Master” from the Default project • Create all others from the “Working Master” • Don’t change the OOB Default Project • Restrict access • Have two templates, one working the other static

  7. The Class System

  8. Symbols Creating Custom Symbols • Use an external symbols drawing • Use a well organized naming convention • Use a snap/grid system • Creating your own properties

  9. Symbols Creating Custom Symbols • Use an external symbols drawing • Use a well organized naming convention • Use a snap/grid system • Creating your own properties • Know the projSymbolStyle.dwg

  10. Symbols Creating Custom Symbols • The “Secret” weapon

  11. Symbols Dynamic Blocks • The good news – They Work • The bad news – But not so much • ACPPASSET and APPDYNAMICASSET • Using Attachment Point and EndCode

  12. Symbols Dynamic Blocks • The good news – They Work • The bad news – But not so much • ACPPASSET and APPDYNAMICASSET • Using Attachment Point and EndCode • Using Wipeouts in bubbles

  13. Symbols Dynamic Blocks • Use “Copy/Paste” for linear parameters • Be aware of stacking • It’s easy to get lost. I know, I’ve done it.

  14. Symbols Join Types • Do you know what they are and what they do?

  15. Symbols Join Types • Do you know what they are and what they do? • Endline • Inline • Segment Breaker • No Join • Segment Group Breaker

  16. Symbols Join Types • The “Problem” I found

  17. Symbols Tags and Annotation • Know where you are in the class structure when you are creating or editing

  18. Symbols Tags and Annotation • Know where you are in the class structure when you are creating or editing • Linked, Auto Insert, Offsets and Use Leader

  19. Symbols Tags and Annotation • Know where you are in the class structure when you are creating or editing • Linked, Auto Insert, Offsets and Use Leader • Use a name that makes sense and shows format

  20. Symbols Tags and Annotation • Know where you are in the class structure when you are creating or editing • Linked, Auto Insert, Offsets and Use Leader • Use a name that makes sense and shows format • Use as many annotations as you need

  21. Palettes The OOB Palettes • Unless you are using the program OOB don’t use them.

  22. Palettes Creating Your Own Palettes • Before going into Project Setup make sure the palette you are adding to is current.

  23. Palettes Creating Your Own Palettes • Before going into Project Setup make sure the palette you are adding to is current. • OOB Palette naming convention

  24. Palettes Creating Your Own Palettes • Before going into Project Setup make sure the palette you are adding to is current. • OOB Palette naming convention • Use unique Palette names for your company

  25. Palettes Creating Your Own Palettes • Before going into Project Setup make sure the palette you are adding to is current. • OOB Palette naming convention • Use unique Palette names for your company • Nesting Palettes

  26. Palettes Creating Your Own Palettes • Before going into Project Setup make sure the palette you are adding to is current. • OOB Palette naming convention • Use unique Palette names for your company • Nesting Palettes • Adding notes and dividers

  27. Palettes Creating Your Own Palettes • Clearing the palette menu • Organize, Organize, Organize • Design for your customer • Using Tooltips effectively

  28. Palettes Creating Your Own Palettes • Clearing the palette menu • Organize, Organize, Organize • Design for your customer • Using Tooltips effectively • Changing the image

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