2.5           Drawing Functions in MS-Visio

With MS-Visio, all important drawing functions for the creation of graphics are available. Moreover special objects such as symbols (shapes) and circuit components are available, which can be used to create all relevant diagrams.

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Sheet-related Engineering Base Explorer

Each sheet is assigned a sheet-related Engineering Base Explorer. The sheet-related Explorer contains an additional button Details, which can later on be used for purposely displaying and editing device information.

Writing field or form

In Engineering Base, each sheet is created with a form displaying the drawing frame with a writing field.

Symbols / shapes

You can create all Engineering Base objects directly in the P&I diagram using symbols, also called shapes. They are associated with the database if texts are entered.

Using graphic elements

The use and editing of graphic elements (lines, rectangles, circles, ellipses etc.) is done in the same way as with other Microsoft Office applications.

The drawings tools button  displays or suppresses the corresponding toolbar  with the usual graphic functions. A distinction is made between a drawing mode and a pointer mode. In the drawing mode, the lines and graphic elements are drawn, and in the pointer mode the parameters of the graphic elements are changed.

To change the properties of graphic elements such as line width, line pattern, line color etc., the pointer mode must be activated.

 

Short commands and symbols for drawing functions

Ctrl + 1

Pointer mode

Ctrl + 2

Create text

Ctrl + 3

Create connections

Ctrl + 4

Activate pencil

Ctrl + 5

Activate freehand drawing

Ctrl + 6

Create free lines

Ctrl + 7

Create arc

Ctrl + 8

Create rectangle

Ctrl + 9

Create circle / ellipse

 

Using P&I symbols (shapes)

The symbols are sorted in the folder Stencils according to type. The type specifies the properties of the symbols or the objects for the planning job.

The different stencils contain different numbers of stencils (master shapes). These can now be positioned in the diagrams with drag & drop and edited.

Tipp: Each shape has connection points, which transmit information. In addition connections can be connected to them. The view of the connection points is activated in the menu View / Connection Points.

How to place P&I symbols (shapes)

1.     Click on the list button Stencils on the lower margin of the object tree. The object tree for stencils is displayed.

2.     In the object tree, open the folder Devices and then the folder Process / Fluid and there the folder Vessel, Tank (Process / Fluid). Select the stencil P&ID. The symbols for representing tanks are displayed.

3.     Drag the symbol for the tank PF_VT_003.1 onto the drawing sheet using drag & drop. The symbol is shown in gray because it is not yet associated with the database.

Tipp: To zoom in or out, hold down the Ctrl key as you rotate the mouse wheel forward or backward.

How to equip the tank with flanges

1.     In the object tree Stencils, open the folder Devices and then the folder Process / Fluid and there the folder Nozzle/Flange.

2.     Select the stencil for P&ID IEC. The symbols for displaying flanges and process connections are displayed.

3.     Using drag & drop, drag the symbol for Process flange horizontal (PC_SF_01) onto the drawing sheet and place it at the tank as shown. The symbol is shown in gray because it is not yet associated with the database.

4.     Equip the tank with flanges as shown below.

Tipp: The symbol for the flange is present only for one direction. To tilt or rotate it, select the menu item Shapes and then Rotate or Tilt.

How to place valves

1.     In the object tree Stencils, open the folder Devices and then the folder Process / Fluid and there the folder Valves (Process / Fluid).

2.     Select the stencil P&I Diagram. The symbols for representing valves and flaps are displayed.

3.     Using drag & drop, drag the appropriate symbol PV_SV_01 onto the drawing and place it at the process flange as shown. This symbol also remains gray because it is not yet associated with the database.

4.     Complete the graphic as shown below.

How to place sensors

1.     In the object tree Stencils, open the folder Devices and then the folder Sensor, Transducer.

2.     Select the stencil for P&I shapes: P&ID Diagram. The symbols for representing tags are displayed.

3.     Using drag & drop, drag the symbol for sensors ST_PID_01 onto the drawing sheet and place it next to the filter as shown. The symbol is shown in gray because it is not yet associated with the database.

How to place measurement tag symbols

1.     In the object tree Stencils, open the folder Functions and then the folder Measurement Tag.

2.     Select the stencil for P&I Diagram. The symbols for representing tags are displayed.

3.     Using drag & drop, drag the symbol F_MT_PID_01 onto the drawing sheet and place it next to the filter as shown. The symbol is shown in gray because it is not yet associated with the database.

How to draw the supply lines for the tank

Engineering Base distinguishes between graphic lines and connections. Connections automatically stick to connection points of symbols, break up automatically and create points at intersections. The supply lines are drawn with connections. They offer the advantage to break up when a shape is placed at a connection.

1.      Select the symbol  in the menu bar for the connection.

2.      Connect the symbols as shown.

Tipp: If you want to change the properties of a line or connection, first activate the pointer mode.