1. PD1408 - How to setup a perfect project for AutoCAD P&ID and Plant 3D
Carsten Beinecke Dinant Weenk
Product Manager Sr. Application Engineer

2. Class Summary
In this class you learn which steps to take to setup your AutoCAD P&ID and AutoCAD Plant 3D project in a structured way, avoiding pitfalls and save time and headaches.

3. Learning Objectives At the end of this class, you will be able to:
Gather information
Setup AutoCAD® P&ID
Setup AutoCAD® Plant 3D
Installation in a network environment
Manage Data
Make use of Advanced Features
Consider 3rd party solutions
Q&A

4. Gather information

5. Gather information before you get started
Topics to consider:
Are different setups required
Gather info for P&ID setup
Tags, Annotations, Properties, Symbols
Get sample drawings
Gather info for Plant 3D setup
Tags, Annotations, Properties, Catalogs & Spec
Get sample Orthos and Isos
What reports, lists, data sheets are needed
Development
Create a checklist

6. Setup AutoCAD® P&ID

7. Setup your AutoCAD® P&ID project
Go step by step through the following topics:
Analyze the info from your checklist
Create classes, properties and selection lists
Define acquisition rules
Create template drawings (DWT)
Create Tags and Annotations
Create Symbols & Lines
Create folder structure

8. Setup AutoCAD® Plant 3D

9. Setup your AutoCAD® Plant 3D project
Go step by step through the following topics:
Analyze the info from your checklist
Create properties and selection lists
Create template drawings (DWT) for Orthos
Create Tags/Annotations for Orthos and Isos
Create Content (catalogs & spec)
Create folder structure
Define AutoCAD® Isometric styles

10. Installation in a network environment

11. Network environment Topics to consider: Project location Tool palettes
Content Folder

12. Data Management

13. Data Management Topics to consider:
Setting up Reports with AutoCAD® Plant Report Creator
Export and Import settings
Using views in Data Manager

14. Make use of Advanced Features

15. Make use of Advanced Features
Examples for advanced features:
Create a second Tag
Linking external Data sources
Scripting in Report Creator

16. Consider 3rd party solutions

17. Look out for 3rd party solutions
What solutions can be found:
Conversion between different CAD systems (UNITEC Germany)
Handling all your data (CRM, ECM, EDM, PLM, PPS, PM, ERP) (AXAVIA Austria)
Engineering and Admin Tools (ACPLANT Germany)
Pipe Spec Management (CLA Italy)
Look at Plant Exchange …

18. Q&A

19. Things we would like to know
Tell us:
Where you got stuck
What was a proud moment with a tricky task
What features you are looking for
What solutions do you need
Learn from others
Ask an expert, Forum

20. Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved.