2/15/2020 Intergraph SmartPlant P&ID User Tips and Tricks for Speed

Intergraph SmartPlant P&ID User Tips and Tricks for Speed

smartprocessdesign.com/intergraph-smartplant-pid-user-tips-tricks-speed/

View all posts by admin → 2011/08/13

Intergraph’s SmartPlant P&ID (SPPID), is part of their data-base driven SmartPlant package. It
uses a drafting interface, like AutoCAD, but with some big differences. SPPID is both much more
powerful than AutoCAD, and much less suited to quickly creating drawings.

Why? SPPID lets you use the P&IDs to populate the underlying SmartPlant project database. The
idea is that you can use this database to get reports (like line lists, valve lists, etc.) and also link to
other programs (like your SmartPlant 3-D plant layout). Therefore, in creating your P&ID, you’re
also creating multiple documents that rely on and flow from it. All these documents will rely on the
same database and therefore always be in agreement.

The program takes a while to master, and the database aspect makes the program slower
because everything you do has to be communicated back to the database. Investing the extra
time to create that datbase does payoff big down the road, but time is always at a premium and
we still want to get our drawings out faster. Here are a few tips and tricks I’ve picked up along the
way. I’m going to write assuming you know the program already or have at least taken a course
with it, and want to swap some tricks.

Toolbars

In the symbol catalog explorer, you have the option to create your own personal toolbars of
symbols. Use it, abuse it, it is definitely well worth the time and screen real-estate it takes to make
a good toolbar. You can place/anchor/dock the toolbars to any edge of your screen. You can
make several toolbars, and make sub-divisions within the toolbars, and I suggest you make
several smaller toolbars grouped by theme. Keep all your commonly used symbols handy and
only browse symbols for the rare items. Be careful of making toolbars so large they fall off the
screen, however.

As a suggestion, here are some things I have on my toolbar:

Equipment toolbar:

Nozzles, both with live connections for new lines and “blinded” nozzles. Also special
nozzles like “L” shaped nozzles, nozzles for centrigual pump inlets, nozzles “facing” the
reader, manways, etc.
Nozzle ID label
Equipment ID label
Insulation graphic
Electric motor symbols
Insulation purpose breaks (in case parts of equipment are insulated and parts are not)
I usually do NOT keep individual equipment symbols or title blocks on the tool bar, because
a) there are too many and they’re all unique and b) you usually only place 2-6 pieces of
equipment per drawing. It’s rare. Maybe a common item like a pump would deserve a spot
on your toolbar

https://www.printfriendly.com/p/g/Vtvpm4 1/5
2/15/2020 Intergraph SmartPlant P&ID User Tips and Tricks for Speed

Piping toolbar:

Primary and secondary piping, primary and secondary utility lines, flexible hoses and hose
connections
Common valves: gate, globe, ball, butterfly, check, etc.
Common line labels: line number, line “arrow” (for corner turns), symbols for line
specification breaks (e.g. when a line changes from carbon steel to stainless steel)
Line breaks for “group” (line number), material class, insulation purpose, etc.
Reducer/expander and its size label
Labels for piping material class, diameter, design temperature and pressure, for “opening
action” (aka fail action) of valves
Tie points
Stream gaps
Handy pipe-line ending items like Off Page Connectors (OPCs), flanges, arrows to grade,
etc.

Instrumentation toolbar:

Common valves: gate, globe, ball, butterfly, check, etc.

Actuators I commonly use
Common symbols for devices, interlocks, labeling control elements, etc.
Common signal lines (connected to process, electric, software, pneumatic, etc.) and a
directional arrow for signal lines
Instrument OPCs
Instrument element labels like diameter
Common inline instruments like flow meters and restriction orifices

Miscellaneous toolbar:

Note/label symbols of various size and type

Typical elements for drawing borders like company symbol, sign-off blocks, etc.

Those seems like a lot, but just think of how much time you’ll save when you have those symbols
always at your fingertips. You can build your toolbar step by step. Just start them in a few
categories, and as you find yourself using a symbol time and time again, drop it into your toolbar.

If you have trouble identifying which symbol is which you can hover your mouse over the toolbar
to see the name. Eventually, as you work with it, you’ll come to memorize the identity and location
of symbols in your toolbar.

Use labels to input data

Every element in SPPID has so many properties. And sometimes, from some quirk of the
program, some of them don’t even show up correctly! Therefore, it can be faster and easier to
input properties using their labels. For example, enter instrument tags by clicking their label. Start
line numbers by using their label. Etc.

Snap to grid…sometimes

https://www.printfriendly.com/p/g/Vtvpm4 2/5
2/15/2020 Intergraph SmartPlant P&ID User Tips and Tricks for Speed

For aesthetics, it helps to keep everything neat and aligned. Use the grid function, and where
possible, use snap to grid to help you. Try to use the grid for the majority of items but turn it off
when you need fine control.

If you are working on a drawing that was made without the snap grid, usually it’s a waste of time
to try to impose the grid on it later.

You may wish to change the grid spacing. If you do, write it down and use the same spacing for
all drawings.

Draw lines from and to in the correct order

By default, SmartPlant assumes that lines come “from” where you start the line and end going “to”
where you stopped drawing the line. You may as well get in the habit of drawing this way; it saves
you time flipping the line and also protects you in case you forget to do this.

You also may want to put a flow direction indicator arrow on any new line you draw. This ensures
it’s going the right way and also helps lock in the direction.

If you have several lines joining at one spot, place them one at a time

If you have three or more lines converging at one spot, getting the line breaks correct in SPPID
can be a nightmare. Try to add the lines and breaks one at a time.

Use move command and align items

Use the “move” command (the yellow four-way arrow) to quickly move and adjust items you’ve
placed on your drawing. Mastering this is the key to making neat drawings. Move is usually
superior to click-dragging your mouse, because the move command will maintain connections
while the mouse drag will break them. Note that by holding shift or control you can grab several
items at once and then move them all.

Also, when moving (or placing) items you can hold your mouse over an already-existing items,
and then drag away vertically or horizontally from it. A guiding line will extend from the item,
helping you drop your symbol in alignment with the other item. Whenever you grab an item or
group of items, you can also start your move command from different points, which can lead to
different alignment possibilities.

Common spacing

Have rules for how some typical spacing should go. For example, “Off Page Connector flags
always start 1 square from the paper’s edge.” Perhaps write a few of these down.

Make new equipment symbols parametric if possible: although it is preferable to always have
symbols be the same size, making a symbol parametric can be a time-saver, just in case.

Hovering your mouse can help

https://www.printfriendly.com/p/g/Vtvpm4 3/5
2/15/2020 Intergraph SmartPlant P&ID User Tips and Tricks for Speed

When placing an item, sometimes if you pause and hover the mouse a few option numbers will
pop up. This lets you change the layout of the item as you place it. (For example, which way the
reducer/expander symbol or the Off Page Connector faces).

Also, if you have several items stacked up in one spot, hovering your mouse may bring up a pop-
up that lets you select which of the items you mean. This is great for getting at buried
inconsistency flags and other nuisances.

Save display sets and filters

Save yourself time when you make a good one.

For small fiddly items like nozzles, a display set can you help you get at them quickly.

Use the “select set” when you can

I find it easiest to hold ctrl and then click several items. This automatically lets you select several
items in the select set mode. Then you can change a property on multiple items at once.

Note that if you make any duplicate items (for example, you try to label 3 items LCV-100) then the
select set method will not let you create duplicates, even though you can do so one item at a
time.

Use Engineering Data Editor (EDE) for widespread changes

When you have to change all lines in a drawing, this is faster.

Rotate and mirror functions

You can use the rotate and mirror functions on both single items and groups of items. Selecting
and moving whole groups can save a lot of time.

When rotating, you sometimes seem limited to 90° or 45° turns. The solution: hold your mouse
further away from the item while rotating it. You’ll be able to make finer angle adjustments.

Use Revisions as a “save as” function

Since SPPID is constantly saving, make new SPPID “revisions” whenever you need to as a “save
as” function. I suggest doing this before embarking on a major change to a drawing

Learn system editing and replace mode functions

Very useful. Don’t forget to turn off replace mode when you’re done using it, or you’ll be mystified
why you cannot place new items.

Copy and paste drawings as a starting point

Where you can, copy and paste a previous drawing as a starting point for your new drawing. I
suggest grabbing the whole drawing, and then holding shift or ctrl to de-select certain parts you
do not want to copy.

https://www.printfriendly.com/p/g/Vtvpm4 4/5
2/15/2020 Intergraph SmartPlant P&ID User Tips and Tricks for Speed

I find that it works better to not copy Off Page Connectors.

Pasting in the new drawing could take awhile. Grab a coffee.

If your office network is slow, have something else to do

SmartPlant P&ID always has to communicate back to the database. In my personal experience,
this is variable but noticable. Sometimes this is just a half-second delay and the program moves
beautifully. But sometimes it is just slow. Or dreadfully slow. Or so agonizingly slow you wonder
why you bothered to come into work today. (Or it crashes. Or the database is down. Or…)

Whenever you can, have some back-up project to work on.

Let us know in the comments if you have any other tips and tricks.

https://www.printfriendly.com/p/g/Vtvpm4 5/5