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Beginner

Introduction to
Plant Design 2016
Mixed Metric

November 2015

 2015 Autodesk, Inc. All rights reserved.

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Except as otherwise permitted by Autodesk, Inc., this publication, or parts thereof, may not be reproduced in
any form, by any method, for any purpose.
Certain materials included in this publication are reprinted with the permission of the copyright holder.

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AutoSketch, AutoSnap, AutoTrack, Backburner, Backdraft, Beast, BIM 360, Burn, Buzzsaw, CADmep, CAiCE, CAMduct,
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THIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTODESK, INC. AS IS.
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Published by:

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Contents

Practice Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Chapter 1: Introduction to AutoCAD Plant 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Lesson: Working in a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Exercise: Work in a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Lesson: Opening a Drawing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Exercise: Open a Drawing in AutoCAD Plant 3D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Lesson: Exploring the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Exercise: Explore the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Lesson: Managing Layers and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Exercise: Manage Layers and Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Chapter 2: AutoCAD P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Lesson: Creating and Adding Existing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Exercise: Create a New P&ID Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Lesson: Equipment and Nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Exercise: Equipment and Nozzles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Lesson: Piping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Exercise: Place Lines and Inline Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Lesson: Instruments and Instrument Lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Exercise: Instruments and Instrument Lines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Lesson: Tagging Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Exercise: Add a Tag and Link Multiple Symbols to a Tag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Lesson: Annotation Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Exercise: Annotate Your P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Lesson: Editing Techniques. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Exercise: Modify the Layout of your P&ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Lesson: Data Manager and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Exercise: Use Data Manager to Review, Export, and Import Data. . . . . . . . . . . . . . . . . . . . . . . . . . 122
Lesson: Custom One-off Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Exercise: Customize One-off Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Lesson: Offpage Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Exercise: Add and Leverage Off Page Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Lesson: Advanced Topics and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Exercise: Convert and Create Symbols/Solve Validation Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Lesson: P&ID Admin for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Exercise: Manage a P&ID Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Lesson: Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Exercise: Generate Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Chapter 3: AutoCAD Plant 3D - Mixed Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

194
199
202
208
218
222
232
237
251
258
269
275
282
291
299
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Lesson: Creating Project Folders and Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Exercise: Create Project Folders and Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Steel Modeling and Editing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Build a Steel Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Equipment Modeling and Editing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Create Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Piping Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Route Pipe and Add Fittings, Branch Connections, and Pipe Supports . . . . . . . . . . .
Lesson: Piping Editing and Advanced Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Modify and Reuse Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Working with P&ID Data in Plant 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Add and Validate Pipelines Using the P&ID Line List . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Creating and Annotating Orthographic Views . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Create and Annotate Orthographic Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Creating Isometric Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Create Isometric Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Chapter 4: Autodesk Navisworks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311

Lesson: File Handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Work with Autodesk Navisworks Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Basic Navigation and Walkthrough . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Navigate Your Way through a Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Clash Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Conduct Clash Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Highlights of Scheduling and Rendering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Working with the Fourth Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

312
317
320
329
336
340
344
348

Chapter 5: Setting up and Administering a Plant Project . . . . . . . . . . . . . . . . . . . . . . . 355

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Lesson: Overview of Project Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Exercise: Set Up and Structure Your Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Overview of Project Structure and Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Manage Your Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Setting Up Larger Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Set Up a Project for Multiple Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Defining New Objects and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Create Symbols and Set Up the Tagging Scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Customizing Data Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Create Views and Manage Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Creating and Editing Drawing Templates and Data Attributes . . . . . . . . . . . . .
Exercise: Create a Template for AutoCAD Plant 3D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Specs and Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Configure Specs and Catalogs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Isometric Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Create a Custom Isometric Drawing Set Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Lesson: Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Exercise: Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

ii

Contents

356
362
370
377
385
390
398
411
425
433
443
447
455
460
477
485
492
498

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Lesson: Creating and Managing Report Configurations. . . . . . . . . . . . . . . . . . . . . . . . . . . . 503

Exercise: Create and Manage Report Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517
Lesson: Setting Up SQL Express for AutoCAD Plant 3D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
Exercise: Install SQL Express and Set Up Plant 3D Projects to Use SQL Express. . . . . . . . . . . . . 541

Contents

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