Create a P&ID or PFD

You can quickly draw P&IDs and PFDs by dragging process engineering equipment shapes onto your drawing page, connecting them with "smart" pipelines, and then dragging components, such as valves and instruments, onto the pipelines. To identify components in your diagram, you can create intelligent tags (intelligent tag: In the Process Engineering templates, a tag that contains information about a component, such as the line size of a pipeline.). You can add data to components in your diagrams and generate lists of equipment, pipelines, valves, and instruments. As you modify diagrams, you can easily generate new lists.

You can create:

  • Piping and instrumentation diagrams

P&IDs show how industrial process equipment is interconnected by a system of pipelines. P&ID schematics also show the instruments and valves that monitor and control the flow of materials through the pipelines.

Show me an example

  • Process flow diagrams

PFDs show how industrial process equipment is interconnected by a system of pipelines. A PFD is more conceptual than a P&ID, and usually includes more annotations that display data.

Show me an example

Create a piping and instrumentation diagram

  1. On the File menu, point to New, point to Engineering, and then click one of the following:
    • Piping and Instrumentation Diagram
    • Process Flow Diagram
  2. From Equipment, drag equipment shapes onto the drawing page.

An intelligent tag number for each component appears on the diagram.

  1. Use pipelines to connect major equipment.
  1. Drag a pipeline shape from Pipelines onto your drawing page, and then position one of its endpoints on an equipment shape. You can connect a pipeline to any point on the outside of an equipment shape, even if the shape has no connection point there.

The endpoint of the pipeline turns red to indicate that it is connected (glued) to the equipment shape, and a connection point is created if one did not exist.

  1. Drag the other endpoint to another equipment shape.
  2. To change the appearance or show the flow direction of a pipeline, select the pipeline, and then select a style from the Line Style list on the toolbar.

Styles control the thickness of the line, directional arrows, and other graphic symbols that indicate the type of pipe or instrument line.

 Tip   You can also use the Connector tool Button image to draw pipelines. This method is particularly useful when you work in large diagrams that have many connections. Click the Connector tool, and then on Pipelines, click the pipeline shape you want to use. Then draw the pipeline in your diagram. To change the type of pipeline, simply click a different pipeline shape on Pipelines and continue working in your diagram.

  1. Add valve shapes.
  1. From Valves and Fittings, drag valve shapes on top of pipelines. Release the mouse button when a red square Red box showing glued connection point image appears, indicating that the valve is glued to the pipeline.

When a valve is added to the pipeline:

  • It automatically rotates to the same orientation as the pipeline.
  • It splits the pipeline into two identical pipelines, each of which is glued to the valve.
  1. To delete a valve from a pipeline, select the valve and press DELETE.

When a valve is deleted, a single pipeline replaces the split pipeline.

  1. From Instruments, drag instrument shapes onto the drawing page near the pipeline, valve, or equipment they monitor.
  2. Reposition shapes in the diagram by dragging them.
  3. Add data to components. You can also create and apply property sets.

ShowAdd data to components

  1. On the View menu, click Shape Data Window.
  2. On the drawing page, select the shape to which you would like to add data.
  3. Click in each shape data field, and type or select a value.

ShowCreate and apply property sets

  1. Do one of the following:
    • To add the property set to shapes on a drawing, select the shapes.
    • To add the property set to shapes on a stencil, select the shapes on the stencil.
  2. On the Tools menu, click Shape Data Sets.
  3. Click Add, and then type a name for the shape data set.
  4. Choose whether to create a new shape data set, a set based on the currently selected shape, or a set based on an existing shape data set, and then click OK.
  5. To add or modify shape data, select the shape data set, and then click Define.
  6. Edit, add, or delete shape data.
  7. Click OK twice.
  1. Renumber components.
  1. On the Process Engineering menu, click Renumber Components.
  2. In the Renumber Components dialog box, under Apply to, specify whether to renumber the components in the entire document, on the current page, or in the current selection.
  3. In the Include tag formats list, click to clear the check boxes for the tag formats that you don't want to include in the renumbering.

By default, all tag formats are selected.

  1. Assign a starting value and an interval value for renumbering. You can assign a different start value and interval value to each tag format.
  1. Click an item in the Include tag formats list to highlight it.
  2. In the Starting value box, type or select the starting value for renumbering.
  3. In the Interval box, type or select the increment used to renumber the components.
  4. Repeat these steps for each tag format.
  1. Click OK to renumber the components.
  1. Generate lists or bills of materials of equipment, pipelines, valves, and instruments.
  1. On the Tools menu, click Report.
  2. Create a custom report definition or skip to step 3 to use an existing report definition.

The following steps create a report definition that filters out duplicate process engineering shapes and reports on process engineering components.

  1. In the Report dialog box, click New.
  2. Choose the option for the shapes that you want to report on.
  3. Click Limit Selection to define the criteria for the report.
  4. In the Limit Selection dialog box, in the Property list, click PEComponentTag.
  5. In the Condition list, click Exists.
  6. In the Value list, click TRUE.
  7. Click Add to put this condition in the defined criteria list, and then click OK.
  8. In the Report Definition Wizard, click Next.
  9. Select the <Displayed Text> check box to report on the component tag. Then select the check boxes for other data you want to report on, and then click Next.
  10. To filter out duplicate process engineering shapes and report on components, click Subtotals.
  11. In the Subtotals dialog box, in the Group by list, click <Displayed Text>, and then click Options.
  12. In the Options dialog box, click Don't repeat identical values, and then click OK twice.
  13. In the Report Definition Wizard, click Next, enter the information to save your report, and then click Finish.
  14. In the Report dialog box, you can either run the report or click OK to save your definition and run it later.

 Tip   To create a new report definition based on an existing one, in the Report dialog box, select the existing definition, and then click New. Save the modified report definition with a new name.

  1. In the Report Definition list, click the name of the report definition you want to use.

The report definition determines which shapes are reported on and which shape data are included in your report.

  1. Click Run, and then in the Run Report dialog box, click the report format you want, and then do one of the following:
  • If you are saving your report as a shape on the drawing, choose whether to save a copy of the report definition with the shape or link to a report definition.
  • If you are saving your report as a file, type a name for the report.
  1. To generate the report, click OK.
  2. If you ran a custom report, when you return to the Report dialog box, click OK to save your definition.

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Applies to:
Visio 2007