O PEN P LANT PID

V8I (SELECTSERIES 5)

Process & Instrumentation Diagrams

DAA037870-1/0001

TRADEMARK NOTICE
COPYRIGHT INFORMATION

Bentley, the "B" Bentley logo, MicroStation, AutoPLANT and AutoPIPE are registered or non-
registered trademarks of Bentley Systems, Inc. or Bentley Software, Inc. All other marks are the
property of their respective owners.

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Acknowledgments
Portions OpenGL® API © Silicon Graphics, Inc.
Portions © Rogue Wave Software
Portions © Alias Ltd
Crystal Reports is a registered trademark of Business Objects SA.

RESTRICTED RIGHTS LEGENDS

If this software is acquired for or on behalf of the United States of America, its agencies and/or
instrumentalities ("U.S. Government"), it is provided with restricted rights. This software and
accompanying documentation are "commercial computer software" and "commercial computer
software documentation," respectively, pursuant to 48 C.F.R. 12.212 and 227.7202, and "restricted
computer software" pursuant to 48 C.F.R. 52.227-19(a), as applicable. Use, modification,
reproduction, release, performance, display or disclosure of this software and accompanying
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and pursuant to 48 C.F.R. 12.212, 52.227-19, 227.7202, and 1852.227-86, as applicable.
Contractor/Manufacturer is Bentley Systems, Incorporated, 685 Stockton Drive, Exton, PA 19341-
0678.

Unpublished - rights reserved under the Copyright Laws of the United States and International
treaties.

END USER LICENSE AGREEMENT

To view the End User License Agreement for this product see the eula.pdf file located in your
Bentley\PowPID install directory.
TABLE OF CONTENTS

CHAPTER 1: INTRODUCTION
WHAT IS OPENPLANT PID? ....................................................................................... 1-2
INSTALLATION REQUIREMENTS .............................................................................. 1-2
HELP AND DOCUMENTATION ................................................................................... 1-5
HTML HELP AND PDF TUTORIAL FILES ....................................................... 1-5
HELP/DOCUMENT UPDATES........................................................................ 1-5
OPENPLANT PID HELP ORGANIZATION...................................................... 1-5
PRINTING HELP/TUTORIAL FILES ............................................................... 1-6
FEATURES .................................................................................................................. 1-7
ABOUT THIS TUTORIAL ............................................................................................. 1-8
TECHNICAL INFORMATION RESOURCES ............................................................... 1-9
BENTLEY SERVICES ..................................................................................... 1-9
BENTLEY SELECT ................................................................................... 1-9
BENTLEY PROFESSIONAL SERVICES .................................................. 1-9
BENTLEY INSTITUTE .............................................................................. 1-9
DOCUMENTATION CONVENTIONS ........................................................................ 1-10
PROCEDURE CONVENTIONS .................................................................... 1-10
PRE-START CHECKLIST .......................................................................................... 1-11
INSTALL OPENPLANT PID PROGRAM FILES ............................................ 1-11
LICENSE AND VALIDATION......................................................................... 1-11

CHAPTER 2: GETTING STARTED

STARTING OPENPLANT PID...................................................................................... 2-2
SETUP INITIAL DRAWING SETTINGS ....................................................................... 2-4
A TOUR OF THE INTERFACE ..................................................................................... 2-5

CHAPTER 3: COMPONENT PLACEMENT

OVERVIEW.................................................................................................................. 3-2
PLACE EQUIPMENT COMPONENTS......................................................................... 3-2
PLACE PROCESS LINE COMPONENTS .................................................................... 3-7

OpenPLANT PID Tutorial i

 TABLE OF CONTENTS

PLACE INSTRUMENTS .............................................................................................3-13

PLACE AN INSTRUMENT LOOP ...............................................................................3-16
CONCLUSION ...........................................................................................................3-20

CHAPTER 4: MODIFYING COMPONENTS

EDIT THE PIPING PROPERTIES ................................................................................4-2
MODIFY THE TANK .....................................................................................................4-3
REPLACE A COMPONENT .........................................................................................4-4
EDIT A CONTROL VALVE ACTUATOR .......................................................................4-6
CONCLUSION .............................................................................................................4-7

CHAPTER 5: CREATE ASSEMBLIES

DRAW ASSEMBLY COMPONENTS ............................................................................5-2
CREATE THE ASSEMBLY ...........................................................................................5-4
INSERT THE ASSEMBLY ............................................................................................5-7
CONCLUSION ...........................................................................................................5-10

CHAPTER 6: REPORTS
OVERVIEW ..................................................................................................................6-2
GENERATING A DGN REPORT ..................................................................................6-3
GENERATING A GRID REPORT .................................................................................6-5
GENERATING A CRYSTAL REPORT .........................................................................6-6
CONCLUSION .............................................................................................................6-8

ii OpenPLANT PID Tutorial

1 INTRODUCTION

Welcome to OpenPlant PID, an application which provides a fully

configurable user interface designed to make your job easier by automating
traditionally time-intensive tasks. This tutorial introduces some of the main
features in OpenPlant PID and walks you through some useful exercises.

WHAT IS OPENPLANT PID? 1-2

INSTALLATION REQUIREMENTS 1-2

HELP AND DOCUMENTATION 1-5

FEATURES 1-7

ABOUT THIS TUTORIAL 1-8

TECHNICAL INFORMATION RESOURCES 1-9

DOCUMENTATION CONVENTIONS 1-10

PRE-START CHECKLIST 1-11

OpenPlant PID Tutorial 1-1

 INTRODUCTION
W HAT IS OPENPLANT PID?

WHAT IS OPENPLANT PID?

OpenPlant PID (OPPID) provides companies with an indispensable tool for creating "intelligent
plant schematics." Utilizing the power of MicroStation® to create the "intelligent plant
schematics," companies and engineers can now learn more about their plant design in a fraction of
the time that is needed to study hundreds of layout drawings or 3D models.

OpenPlant PID provides a cost efficient application for companies by reducing the design and
documentation time for capturing process information for system design and plant studies (HAZOP
studies, etc.), ensuring compliance to OSHA 1910 and ISO standards. Through its "scaleable
design," OPPID is suitable for large, mid-sized and small engineering companies and plant
operators providing a key tool for the lifecycle design and documentation of process plants.

INSTALLATION REQUIREMENTS
You must have a CD drive or Internet access for product installation. The minimum system
configuration for installation:

Processor Intel® or AMD® processor 2.0 GHz or greater

Memory 512 MB minimum, 2 GB recommended. More memory almost always improves
performance, particularly when working with larger models.
Hard Disk 900 MB free disk space (which includes the 400 MB install footprint for a complete
installation)
Input Device Any industry standard input device supported by Windows.
Output Device Any industry standard output device supported by Windows.
Video Graphics card supported by DirectX 9.0c. See the graphics card manufacturer for latest
information on DirectX drivers. 256 MB of video RAM or higher is recommended. If
insufficient video RAM or no graphics card supported by DirectX can be found,
OpenPlant PID attempts to use software emulation. For optimal performance, graphics
display color depth should be set to 24-bit or higher. When using a color depth setting of
16-bit, some inconsistencies will be noted.
Operating System OpenPlant PID Ss5R5 08.11.10.6xx

ƒ Microsoft® Windows 7

ƒ Microsoft® Windows 7 x64

ƒ Microsoft® Windows 8.1

OpenPlant PID Ss5R2 08.11.10.314, Ss5R3 08.11.10.427, and Ss5R4 08.11.10.523

ƒ Microsoft® Windows 7

1-2 OpenPlant PID Tutorial

 INTRODUCTION
INSTALLATION REQUIREMENTS

ƒ Microsoft® Windows 7 x64

OpenPlant PID Ss5 08.11.10.38 and Ss5R 08.11.10.202

ƒ Microsoft® Windows 7

ƒ Microsoft® Windows 7 x64

ƒ Microsoft® Windows XP Professional (SP2 or later)

Software The Prerequisites for Bentley Desktop Applications v08.11.09.03 needs to be installed
to your workstation prior to the installation of OpenPlant PID V8i (SELECTseries 5). The
Prerequisites for Bentley Desktop Applications is available from the Web
downloads/MySELECT CD area of SELECTservices Online. The contents of the
Prerequisites for Bentley Desktop Applications include:
Microsoft® Windows Installer Version 3.1
Microsoft® .NET Framework 3.5 SP1
Microsoft® Visual Basic for Applications core
Microsoft® Visual Basic for Applications localized
DirectX 9c
Microsoft® XML Parser (MSXML) 6 SP 1 (32 bit) (for WinXP only)
DHTML Editing Control for Applications
Optional Integrations Optional supported integrated software includes the following production versions. Later
priority builds are also acceptable.
OpenPlant PID Ss5R5 08.11.10.6xx
ƒ Prerequisites and Common Tools
ƒ Ss6 08.11.11.113
ƒ Ss6R 08.11.11.121
ƒ Ss7 08.11.12.xxx for Win 8.1
ƒ DMS Platforms
ƒ ProjectWise Ss4R 08.11.11.574
ƒ ProjectWise Ss4R2 08.11.11.590
ƒ AXSYS Ss4 08.11.09.52
OpenPlant PID Ss5R4 08.11.10.523
ƒ Prerequisites and Common Tools
ƒ Ss5 08.11.10.182

OpenPlant PID Tutorial 1-3

 INTRODUCTION
INSTALLATION REQUIREMENTS

ƒ Ss6 08.11.11.113
ƒ Ss6R 08.11.11.121
ƒ DMS Platforms
ƒ ProjectWise Ss4R 08.11.11.574
ƒ ProjectWise Ss4R2 08.11.11.590
ƒ AXSYS Ss4 08.11.09.52
OpenPlant PID Ss5R2 08.11.10.314 and Ss5R3 08.11.10.427
ƒ Prerequisites and Common Tools
ƒ Ss4 08.11.09.140
ƒ Ss5 08.11.10.182
ƒ DMS Platforms
ƒ ProjectWise Ss4 08.11.11.111
ƒ ProjectWise Ss4 08.11.11.123
ƒ ProjectWise Ss4R 08.11.11.574
ƒ AXSYS Ss4 08.11.09.52
OpenPlant PID Ss5R 08.11.10.202
ƒ Prerequisites and Common Tools
ƒ Ss3R 08.11.08.151
ƒ DMS Platforms
ƒ ProjectWise Ss3R 08.11.09.122
ƒ ProjectWise Ss4 08.11.11.111
ƒ AXSYS Ss4 08.11.09.52
OpenPlant PID Ss5 08.11.10.38
ƒ Prerequisites and Common Tools
ƒ Ss3R 08.11.08.151
ƒ DMS Platforms
ƒ ProjectWise Ss3R 08.11.09.122
ƒ AXSYS Ss4 08.11.09.52

Before you install the OpenPlant PID application, you should confirm that you have adequate
hardware and software capabilities to install and use the product.

1-4 OpenPlant PID Tutorial

 INTRODUCTION
HELP AND DOCUMENTATION

HELP AND DOCUMENTATION

In an effort to provide you with the best application support in the industry, Bentley documentation
is provided electronically. This important decision was made to provide a method of quickly
updating users with the latest program additions or modifications. Since this information is
provided electronically, users can simply download the latest help files from our web site, without
the delay to update and reprint hard copy documentation.

Note The latest documentation downloads are available at http://docs.bentley.com.

HTML HELP AND PDF TUTORIAL FILES

All Bentley Plant help is provided in the latest HTML help format, while tutorials are provided
electronically in Adobe® Acrobat PDF format. The capability to view HTML help is automatically
built into the Windows XP, and Windows 7 operating systems. To view the PDF files you must
have Adobe Acrobat Reader v.4.x or later installed and functioning.

All applications provide a Help > Contents menu selection, which will display the help for that
application. In most instances, primary application help may also be directly launched via the
Bentley > OpenPlant PID > Help Files folder in your Windows Start menu.

HELP/DOCUMENT UPDATES
The Contents page of OpenPlant PID help files contains an Update Now button. If you have a
connection established with an Internet provider, press this button to access the
http://docs.bentley.com web page. OpenPlant PID Help and Tutorials are tracked by the build date
that displays in the Title bar of each help/tutorial window. Compare the build date on your existing
file with the build date of this file in the download area of the Bentley web site to determine if a
newer version is available.

Downloads will be provided in the form of self-extracting zip files. When you download an update,
simply save the file to the directory where the old files reside, then run the downloaded executable.
For example, if you download an update for the OpenPlant PID help file OpenPlantPID.CHM, the
downloaded file will be named OPPID.EXE. Save the file to your directory where the existing
OpenPlantPID.CHM Help file resides, and then run the OPPID.EXE to overwrite your existing
help file.

OPENPLANT PID HELP ORGANIZATION

OpenPlant PID’s online Help is the source for answers to any questions you might have about
program features and functionality. All OPPID command dialogs provide a help button to quickly
display context-sensitive help on that option. The OpenPlant PID help includes the following main
topic areas:

OpenPlant PID Tutorial 1-5

 INTRODUCTION
HELP AND DOCUMENTATION

+ Getting Started: Provides an introduction to the interface, and provides a description on how to
best use the help system.

+ Command Reference: This folder is organized to closely match the structure of the OPPID
menu system and the taskbars. This should enable you to quickly locate help on a specific
menu option. In general, the help for each command resides in a separate folder under the
menu name folder where it exists in the menu. Most command folders also contain link(s) to a
set of procedure topics that describe how to use that command. The OPPID Taskbar help
enables you to navigate through the help system by selecting taskbar commands located under
Workflow based taskbar help directories.

+ User Procedure How To: Contains step-by-step procedures to perform OpenPlant PID program
usage tasks.

+ Customization Provides procedures for customizing components in OpenPlant PID.

+ Project Conversion: Provides information and procedures on converting PSPID, AXSYS, and
AutoPLANT PID drawings/projects to the OpenPlant format.

+ ProjectWise Integration: Provides help on how to configure ProjectWise to be able to create

and managed OpenPlant PID documents in ProjectWise Explorer.

+ Technical Support: Contains information on how and when to contact our Technical Support
staff. This section includes telephone and fax numbers, as well as a live web link to the
Bentley web site for the latest support information.

PRINTING HELP/TUTORIAL FILES

The HTML format of the OpenPlant PID help system makes printing easier than ever. To print a
topic, simply select it from the Table of Contents, then press the Print button. Enable the Print the
selected topic radio button in the dialog displayed, and then press OK. If you want to print all of the
topics that reside in a particular folder and all of its sub-folders, simply select the folder and press
Print, then enable the Print the selected heading and all subtopics radio button, then press OK. All
topics in and below the selected folder will be printed in the order that they are defined in the
folder.

PDF files may be printed by selecting File > Print, then selecting the range of pages to print.

1-6 OpenPlant PID Tutorial

 INTRODUCTION
FEATURES

FEATURES
OpenPlant PID has a user-friendly menu/taskbar-driven interface with context-sensitive on-line
help. The component tools are located in a series of task flow based palettes on the left hand side
of the screen. OPPID also uses Task Navigation controls (alpha-characters) for the taskbar
components.

OpenPlant PID Tutorial 1-7

 INTRODUCTION
ABOUT THIS TUTORIAL

ABOUT THIS TUTORIAL

This tutorial explains how to use OpenPlant PID as a typical user only. For a more detailed
explanation of a specific command or function, refer to the OpenPlant PID on-line help. System
configuration information is also contained in the on-line help. The Tutorial is divided into two
sections — the Basic Tutorial and an Advanced Tutorial. A brief description of the information
presented in each chapter of this Tutorial is provided below.

ƒ Chapter 2: Getting Started: In this chapter, you will learn some of the basic features of the
OpenPlant PID application. You will also learn how to launch OPPID and start a new
drawing. You will be given a tour of the Main Taskbar pallet and introduced to the Task
Navigation Controls.

ƒ Chapter 3: Component Placement: In this chapter, you will learn to place PID equipment
components such as pumps, exchangers, and vessels. You will also place process lines and
valves connecting the equipment components, then finish off by creating an instrument loop.

ƒ Chapter 4: Modifying Components: In this chapter, you will learn to edit component properties
on equipment and process line components. You will also learn a quick way to replace
components in the drawing.

ƒ Chapter 5: Create Assemblies: In this chapter, you will use the Assembly Manager to create,
edit and place an assembly in your drawing.

ƒ Chapter 6: Reports: In this chapter, you will learn about the reports capabilities of the
OpenPlant PID application. You will generate reports in DGN, Grid and Crystal Reports
formats.

1-8 OpenPlant PID Tutorial

 INTRODUCTION
TECHNICAL INFORMATION RESOURCES

TECHNICAL INFORMATION RESOURCES

BENTLEY SERVICES
COUNTRY EMAIL ADDRESS
U.S./Canada/Latin America [email protected]
Europe/Middle East/Africa [email protected]
Asia/Pacific [email protected]

BENTLEY SELECT
Bentley SELECT® is the comprehensive delivery and support subscription program that features
product updates and upgrades via Web downloads and MySELECT CD, around-the-clock
technical support, exclusive licensing options, discounts on training and consulting services, as
well as technical information and support channels for its members.

Client Server is an online newsletter for Bentley SELECT subscribers. This online resource is
filled with the latest technical news and information. Archives of Client Server provide an
abundant resource of technical information in the form of book excerpts, case studies, commentary
and analysis, and productivity tips.

BENTLEY PROFESSIONAL SERVICES

Bentley Professional Services is a team of project managers, technical managers, application
specialists, and developers organized regionally and assigned by skill sets. By adding their
extensive knowledge to your project, they provide customized services on a one-to-one basis to
help you maximize your investment in Bentley technology.

BENTLEY INSTITUTE
The Bentley Institute manages professional training programs to ensure consistent, high quality,
user training for a variety of Bentley products and varying levels of application experience.

Bentley Institute training is developed to maximize your productivity by using examples relevant
to your day-to-day project efforts. Training is developed concurrently with software applications to
provide knowledge of the latest tools and features. Additionally, all Bentley Institute faculty meet
rigorous certification requirements.

OpenPlant PID Tutorial 1-9

 INTRODUCTION
DOCUMENTATION CONVENTIONS

DOCUMENTATION CONVENTIONS
A number of conventions are maintained throughout all documentation to make it easier to identify
and understand the information presented.

CONVENTION DESCRIPTION
NOTE: Precedes information of general importance.
HINT: Precedes optional time-saving information.
WARNING: Precedes information about actions that should not be performed
under normal operating conditions.
FILENAMES Directory paths and the file names are italicized.
Example: C:\TUTOR directory. AUTOEXEC.BAT file.
Program Code Excerpts from text or basic script files, variables, and statements
appear in the font shown.
INPUT Commands or information that must be manually entered is bolded
in the font shown.
Menu & Menu commands and dialog buttons appear in a sans serif font that
Buttons stands out from normal body text.
Example: After selecting the File menu, press the OK button in the
dialog.
Dialogs Dialog and database table names are italicized.
Field_Name
Select Indicates that the command must be executed from a menu or
dialog.
Through this Tutorial, the command sequence required to place a
component will be explicitly defined in the text, while the associated
toolbar/taskbar button is presented in the margin.

PROCEDURE CONVENTIONS
Several procedures are provided throughout this tutorial. Menu selections and user input are
emphasized in bold while the toolbar equivalent is shown in the left margin. Refer to the example
below.

> SELECTION EXAMPLE

1. Select Horizontal Centrifugal Pump from the Pumps taskbar.

1-10 OpenPlant PID Tutorial

 INTRODUCTION
PRE-START CHECKLIST

PRE-START CHECKLIST

INSTALL OPENPLANT PID PROGRAM FILES

Before you can begin this Tutorial you must install the OpenPlant PID files on to your hard disk
and configure your computer system to run the software.

LICENSE AND VALIDATION

To obtain a license for your OpenPlant PID application, start the application and launch the
License Management Tool which is found in the Utilities menu. This tool provides a number of
licensing options depending on your installation type. Detailed information on these options is
available in the OpenPlant PID help. Please refer to your system administrator or Bentley
Technical Support if you have any questions.

OpenPlant PID Tutorial 1-11

2 GETTING STARTED

In this chapter, you will learn some of the basic features of the OpenPlant
PID application. You will also learn how to launch the application and create
a new PID drawing.

STARTING OPENPLANT PID 2-2

SETUP INITIAL DRAWING SETTINGS 2-4

A TOUR OF THE INTERFACE 2-5

OpenPlant PID Tutorial 2-1

 GETTING STARTED
STARTING OPENPLANT PID

STARTING OPENPLANT PID

In this section you will start the OpenPlant PID application and create a new drawing.

1. Install, configure, and authorize the software as instructed in the Installation and
Configuration Guide.
2. Select Programs > Bentley > OpenPlant PID > OpenPlant PID V8i (SELECTseries 5) from your
Windows Start menu to display the File Open dialog.

3. Select the New File button from the top of the dialog to display the following dialog.

2-2 OpenPlant PID Tutorial

 GETTING STARTED

4. Enter Tutor1 as the drawing name and click Save to return to the File Open dialog.
5. Select the new drawing from the list and select OPPID_Imperial from the project field.

Note In this tutorial, we will use English (Imperial) units for the drawing settings, however, ISO
standards are shipped with the product as well.

6. Click Open.
7. When prompted with the Open Project dialog, click Cancel to open the drawing in the Work
Offline Mode.

The OpenPlant PID interface displays with the Tutor1 drawing space loaded.

Note The Open Project dialog allows you to select a project to associate the drawing with.
When this is done, your drawing information can be synchronized with the project’s
database.

OpenPlant PID Tutorial 2-3

 GETTING STARTED
SETUP INITIAL DRAWING SETTINGS

SETUP INITIAL DRAWING SETTINGS

When you first open a new drawing the PID Document dialog automatically displays. For this
tutorial you will use the default settings except for the few changes listed in the steps below.

1. Click the Settings tab and ensure the Tag Dialog Prompt option is enabled.
2. In the Piping section, select EX-OPM from the Specification list.
3. Disable the Validation option.
4. Click the Title Sheets tab.
5. Ensure that the “D size title sheet” option is displayed in the field.
6. Next click the Plant tab.
7. Click in the Plant Area and press Add.

The Plant Area dialog displays.

8. Enter A1 in the Name field and click OK.

2-4 OpenPlant PID Tutorial

 GETTING STARTED
A TOUR OF THE INTERFACE

9. Repeat the steps to add values S1 to the Service field, SYS1 to the System field and U1 to the
Unit field.
10. Click OK to save the changes and display the OpenPlant PID interface.
11. Click the Fit View toolbar button to view the entire border boundaries.

Hint The Fit View button is part of the View Control toolbar located at the top of the View1
pane in the interface.

A TOUR OF THE INTERFACE

Take some time to familiarize yourself with the main features of the OPPID interface. After initial
startup, the Main Taskbar palette, which provides quick access for component placement, displays
in the left-hand portion of the screen as shown below. The Tasks palette is made up of several
individual taskbars which are grouped according to the work flow used when creating a PID. For
instance, there is a Process work flow which includes such taskbars as Piping, Valves etc., as well
as an Equipment work flow which includes taskbars such as Pumps, Tanks & Vessels etc.

OpenPlant PID Tutorial 2-5

 GETTING STARTED
A TOUR OF THE INTERFACE

In addition to the taskbars, there is a main toolbox that remains displayed in the taskbar section.
This includes many of the preferred symbols more commonly used when creating a PID. A sample
of the Main Taskbar and the Equipment taskbar is displayed below:

Main Tasks Equipment Tasks

Note By default the Main Tasks palette is docked on the left side of the drawing area.
However, it can also be left floating in the drawing area, or docked on the right side.

Each work flow based taskbar contains a number of individual taskbars related to the selected
workflow. Each of these contain a list of tools available for placement, such as the Pumps taskbar
which is expanded and shown below:

2-6 OpenPlant PID Tutorial

 GETTING STARTED
A TOUR OF THE INTERFACE

There are three different views for the taskbars, the Icon mode, the List mode (shown above) and
the Panel mode.

The Icon mode shows the component icons in a horizontal toolbox shown below.

Note You also have the option to open the taskbars as dockable toolboxes. Right-click on the
Pumps taskbar and select Open “Pumps” as Toolbox from the context menu.

The final view is the Panel mode. The icons are shown in a panel format.

OpenPlant PID Tutorial 2-7

 GETTING STARTED
A TOUR OF THE INTERFACE

Hint To view the name of the command that will be executed by any taskbar icon, simply
position the cursor over the item and pause. A “tool tip” will display describing that item.

2-8 OpenPlant PID Tutorial

3 PLACE COMPONENTS

In this chapter, you will learn to place a pump, heat exchanger and a vessel
that is parametric. You will then place a series of pipelines, valves and
reducers between the equipment components.

OVERVIEW 3-2

PLACE EQUIPMENT COMPONENTS 3-2

PLACE PROCESS LINE COMPONENTS 3-7

PLACE INSTRUMENTS 3-13

PLACE AN INSTRUMENT LOOP 3-16

CONCLUSION 3-20

OpenPlant PID Tutorial 3-1

 PLACE COMPONENTS
OVERVIEW

OVERVIEW
In this chapter you will focus on placing components in your drawing including a pump, vessel,
exchanger along with connecting pipelines and valves. You will also associate instrument bubbles
with some of the components including creating an instrument loop. When finished, you drawing
should appear as follows:

PLACE EQUIPMENT COMPONENTS

In the following exercises you will place a pump, heat exchanger and horizontal vessel.

> PLACE A PUMP

1. Expand the Equipment flow based set of taskbars.
2. Next, click on the Pumps taskbar to view its options.
3. Select Horizontal Centrifugal Pump.
The following placement dialog displays:

3-2 OpenPlant PID Tutorial

 PLACE COMPONENTS
PLACE EQUIPMENT COMPONENTS

4. In the Insert By field, select Inlet.

5. Click in the lower right hand portion of the drawing to place the pump.
6. Drag your cursor to the left to orient the pump outlet facing left and left click to complete the
placement.
7. Optional: If the Spec Record Selection dialog displays, select the first pump in the list and
click OK.

Note This dialog displays when there is more than one component record that matches the
search criteria.

The following properties dialog displays:

OpenPlant PID Tutorial 3-3

 PLACE COMPONENTS
PLACE EQUIPMENT COMPONENTS

Note This is a common dialog that displays with all components requiring a tag number. The
title of the dialog will reflect the component being placed. You can disable the option that
prompts you with this dialog in the Settings tab of the PID Document dialog. This is
accessed by selecting the Drawing option from the Settings menu.

8. Type PMP in the Device Type Code field and 0001 in the Number field and click OK.

You are prompted to place the pump tag annotation.

9. Pick a point in the drawing to place the tag annotation and left click to place.

By default you are prompted to place another instance of the annotation. Right-click to
terminate the annotation placement procedure.

When prompted to place another pump, cancel the command (click the Element Selection
button). The drawing should appear as follows:

> PLACE A HEAT EXCHANGER

1. Expand the Heat Exchangers taskbar.
2. Select Heat Exchanger TEMA type BEM.

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 PLACE COMPONENTS
PLACE EQUIPMENT COMPONENTS

3. Place the exchanger towards the middle of the drawing space.

Hint If possible, try to line existing nozzles on equipment up with the gridlines. This will make it
easier to connect pipelines later on in the tutorial.

4. Tag the exchanger EX-0001 in the properties dialog and click OK.
5. Place the tag annotation and cancel the prompts for additional tag placement and exchangers.

The drawing should appear as follows:

> PLACE A TANK

Vessels are unique components in that they are parametric. They can be scaled from the point of
insertion.

1. Expand the Tanks and Vessels taskbar.

2. Select Tank with Cone Roof.
3. The Place Parametric Equipment dialog displays. You will accept the default values in this
dialog.

OpenPlant PID Tutorial 3-5

 PLACE COMPONENTS
PLACE EQUIPMENT COMPONENTS

Note This is a modeless dialog whereas you can continue with the placement without having to
close the dialog. If changes are made within this dialog during placement, then those
changes are immediately reflected in the equipment being placed.

4. Click on a point above the pump PMP-0001 and higher on the drawing sheet than the
exchanger E-0001 this is the upper left corner and starting point of the tank.
5. Orient the tank and size by dragging your cursor. Make the tank approximately twice as tall as
it is wide. Click to accept.
6. Tag the tank T-0001 in the properties dialog and click OK.
7. Place the tank’s tag annotation and right-click to end the command.

Note By default, parametric equipment components do not prompt you to repeat the
component placement.

Note Once the tank is place, you may resize it by clicking on the item and then use one of the
arrowed grips to shape the tank to the desired size.

3-6 OpenPlant PID Tutorial

 PLACE COMPONENTS
PLACE PROCESS LINE COMPONENTS

PLACE PROCESS LINE COMPONENTS

In this next section, you will place components from the Process work flow related taskbar. This
includes, pipelines/runs, valves and reducers.

> PLACE PIPELINES/RUNS

1. Zoom-In to the components.
2. Click on the Process related taskbar.
3. Expand the Piping taskbar to view its options.
4. Select Major Pipeline.
5. The Pipe Line Tag Creation dialog displays.

Note The All tab shows both the Major Pipeline tag number and the Pipe Run tag number. The
Piping tab will show the tag information for the Pipe Runs associated with the Pipeline.

6. Press OK to use the default tag number and settings.

7. Select the outlet side of pump PMP-0001.

Note If you have a problem connecting to the outlet of the pump, change the snap lock setting
in the Place Pipe Run dialog to nearest.

OpenPlant PID Tutorial 3-7

 PLACE COMPONENTS
PLACE PROCESS LINE COMPONENTS

8. Move cursor to the left under the bottom left nozzle on exchanger E-0001. Left-click to place
a vertex.
9. Move cursor up to exchanger E-0001.
10. Left-click to connect piping to the nozzle on the bottom left of the exchanger.
11. Right-click to end the command.

12. Place another line from exchanger E-0001 to tank T-0001 using the same procedure using the
default settings and tag number when prompted. Start the line from the top left nozzle of the
exchanger and place the run as shown below.

3-8 OpenPlant PID Tutorial

 PLACE COMPONENTS
PLACE PROCESS LINE COMPONENTS

Note Notice that when you connect the pipe run to the tank, a nozzle is automatically placed.

13. Using the same procedure, place a third line into the inlet of the pump PMP-0001 from a point
in space as shown in the following figure:

OpenPlant PID Tutorial 3-9

 PLACE COMPONENTS
PLACE PROCESS LINE COMPONENTS

> PLACE GATE VALVES

1. Expand the Valves taskbar.
2. Click the Gate Valve option.
3. Place the valve on the line leading into the pump inlet.
4. Optional: If the Spec Record Selection dialog displays, select a valve from the list and click
OK.
5. When the properties dialog displays, accept the default values and click OK.

The valve is placed in the drawing.

6. When the properties dialog displays again, click OK and place another gate valve on the other
side of the pump as shown.

The tag number sequence automatically defaults to the next available number.

7. Once again, select the first record displayed in the Select Spec Record dialog.

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 PLACE COMPONENTS
PLACE PROCESS LINE COMPONENTS

8. When prompted to place another valve, click the Element Selection button to cancel.

> PLACE CHECK VALVE

1. Select the Check Valve from the taskbar.
2. Place the check valve between the pump and the second gate valve.

Note Notice the check valve’s flow assumes the direction of the pipe run.

3. Optional: If the Spec Record Selection dialog displays, select a valve from the list and click
OK.
4. Accept the default tag number when the properties dialog displays.
5. Cancel the command when prompted to place another check valve.

OpenPlant PID Tutorial 3-11

 PLACE COMPONENTS
PLACE PROCESS LINE COMPONENTS

> PLACE CONTROL VALVE

1. Expand the Control Valves taskbar.
2. Click the Control Valve option.
3. The Place Control Valve dialog displays.

This dialog allows you to select the type of valve and the actuator to use for the control valve.

4. Select Butterfly from the Valve Types list.

5. Select the Diaphragm Actuator to use for the control valve.

The image preview will reflect the current valve Type and Actuator selections.

6. Place the control valve in the drawing. On the line leading into the parametric vessel.
7. Optional: If the Spec Record Selection dialog displays, select a valve from the list and click
OK.
8. Accept the default values when the properties dialog displays.

The Place Instrument Annotation dialog displays

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 PLACE COMPONENTS
PLACE INSTRUMENTS

9. Define properties for the instrument bubble and make sure to enable the Leader Line option is
set to On.
10. Place the bubble and connect the leader line to the control valve.
11. When prompted to place another valve, cancel the command.

Note The Place Instrument Annotation dialog will close automatically.

PLACE INSTRUMENTS
In the following section, you will learn to place instruments and instrument loops to components in
the drawing and associate them with the previously placed components.

> PLACE A DISCRETE INSTRUMENT

In this exercise you will place a discreet instrument and associate it with the heat exchanger E-
0001. You should zoom into an area around the exchanger.

1. Expand on the Instruments workflow set of taskbars in the main taskbar view.
2. Click the Instruments taskbar.
3. Select Discrete Instruments.
4. Click on an area to the right of the exchanger E-0001 to place the instrument.
5. Drag instrument line from instrument to exchanger.

OpenPlant PID Tutorial 3-13

 PLACE COMPONENTS
PLACE INSTRUMENTS

The properties dialog for the instrument displays.

6. Enter A1-TT-0001 in the Tag Number field and press OK.

Note For this example, we are only changing the tag number for the instrument. However, the
properties dialog allows you to define detailed property values for the instrument if
desired.

7. When prompted to place another instrument, cancel the command.

Note The Area value is not displayed in instrument bubbles.

> PLACE A DISTRIBUTED ANALOG INSTRUMENT

1. Select Distributed Analog Instrument.
2. Click on a point above of the transmitter.
3. Right-click to place the component without an instrument line.
4. Type A1-TI-0001 in the Tag Number field and press OK.
5. When prompted to place another instrument, cancel the command.

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 PLACE COMPONENTS
PLACE INSTRUMENTS

Next you will place an Electrical line connecting the two instruments.

> PLACE ELECTRICAL INSTRUMENT LINE

1. Expand the Instrument Lines taskbar.
2. Select the Electrical Instrument Line option.
3. Draw line from A1-TI-0001 to A1-TT-0001.

When finished, your drawing should appear as shown below:

OpenPlant PID Tutorial 3-15

 PLACE COMPONENTS
PLACE AN INSTRUMENT LOOP

PLACE AN INSTRUMENT LOOP

In this exercise, you will create an instrument loop between the control valve and a rotameter and
place a variety of instruments on the loop. First you will place the rotameter.

> PLACE A ROTAMETER

1. Zoom into an area around the control valve placed earlier.
2. Select Inline Flow Elements from the taskbar palette
3. Select Rotameter.
4. Place the rotameter downstream of the control valve A1-CV-0001 (in between the control
valve and the tank.)
5. When the properties dialog displays, tag the rotameter A1-FE-0001 and press OK.
6. Cancel the command when prompted to place another rotometer.

> CREATE THE INSTRUMENT LOOP

1. Expand the Instruments taskbar.

2. Select Instrument Loop.
3. The Instrument Loop Tag Creation dialog displays.

Note This dialog is similar to the Pipeline Tag Creation dialog seen earlier. In the tabbed
section to the left, the tag numbers for the loop and the instrument are listed. Select one
to edit its properties.

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 PLACE COMPONENTS
PLACE AN INSTRUMENT LOOP

4. Tag the Instrument Loop A1-F-0001.

5. Select the instrument from the list and tag it A1-FT-0001.
6. Click OK.
7. Connect the instrument directly to the rotameter.
8. Right-click to place the instrument without a leader line.

OpenPlant PID Tutorial 3-17

 PLACE COMPONENTS
PLACE AN INSTRUMENT LOOP

9. Select Distributed Analog Instrument.

10. Place the instrument bubble above the flow transmitter A1-FT-0001.
11. Right-click to place instrument without a leader line.
12. Tag the instrument A1-FIC-0001 in the properties dialog and press OK.
13. Cancel the command when prompted to place another instrument.
14. Select Instrument Lines from the taskbar palette.
15. Select Electrical Instrument Line.
16. Place an electrical line from the transmitter to the indicating controller.

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 PLACE COMPONENTS
PLACE AN INSTRUMENT LOOP

17. Select Instruments from the taskbar palette.

18. Select Discrete Instrument.
19. Place bubble to the left of the indicating controller and above the control valve bubble CV-
0001.
20. Right-click to place the instrument with no leader line.
21. Tag the instrument A1-FY-0001 in the properties dialog and press OK.
22. Cancel the command when prompted to place another instrument.
23. Select Instrument Lines from the taskbar palette.
24. Select Electrical Instrument Line.
25. Place an electrical line from the indicating controller to the transducer.
26. Select Pneumatic Instrument Line.
27. Place a pneumatic line from the FY-0001 to CV-0001.

The loop should appear as follows:

OpenPlant PID Tutorial 3-19

 PLACE COMPONENTS
CONCLUSION

CONCLUSION
This concludes the placement exercises for this chapter. In the next chapter you will focus on
modifying the components you have placed.

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4 MODIFYING COMPONENTS

In this chapter, you will learn to edit component properties on equipment and
process line components. You will also learn a quick way to replace
components in the drawing.

EDIT THE PIPING PROPERTIES 4-2

MODIFY THE TANK 4-3

REPLACE A COMPONENT 4-4

EDIT A CONTROL VALVE ACTUATOR 4-6

CONCLUSION 4-7

OpenPlant PID Tutorial 4-1

 MODIFYING COMPONENTS
EDIT THE PIPING PROPERTIES

EDIT THE PIPING PROPERTIES

In this exercise you will edit the size and tag number of a pipeline in the drawing.

1. Click the Element Selection option and select the inlet line leading into pump Pmp-0001.
2. Right-click and select Select Major Pipeline from the context menu.
3. Right-click again and select Element Information.
The Element Information dialog displays.

4. Select Pipe Run - P1 at the top of the dialog.

The properties for the run are displayed in the bottom section.

Note When editing a pipeline, both the pipeline and its pipe run(s) will be listed in this top
section. The properties displayed in the bottom section are dependent on the element
selected at the top.

5. Expand the Operating Conditions section.

6. Click in the Size field and click the Browse button.
7. Select 2” from the list.
8. The pipe size will be updated in the drawing.

Note Notice that the size of the valve is also automatically updated to reflect the change in line
size.

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 MODIFYING COMPONENTS
MODIFY THE TANK

When finished editing the line, you can either close the Element Information dialog or dock it
for future use.

MODIFY THE TANK

In this exercise you will modify the vertical vessel by adding internal packed sections to it.

1. Zoom In to tank T-0001.

2. Select the tank using one of the Selection Tool methods.
3. Select Element > Information.

The Element Information dialog displays.

4. Click on the Vessel Internals Parts tab.

5. Select Packed from the Vessels Internals drop-down list.
6. Set the Number of Packed Sections field to 4.
7. Close the dialog and the vessel now appears as follows:

OpenPlant PID Tutorial 4-3

 MODIFYING COMPONENTS
REPLACE A COMPONENT

8. If the grips remain active on the vessel after you close the dialog, left click to clear them.

REPLACE A COMPONENT
In this exercise, you will replace the gate valve on the discharge end of the pump with a globe
valve.

1. Select the HV-0002 valve in the drawing.

2. Select Replace Component from the Utilities menu.

The following dialog displays:

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 MODIFYING COMPONENTS
REPLACE A COMPONENT

A brief description of the fields in this dialog is provided in the table below:

Selected Components This pane contains the component(s) selected for replacement. The
component(s) are listed by the Business Key number.
Available Components This section contains the list of components available to replace the
selected component. If more than one type of component is listed in the
Selected Components section, then the list of available components will
reflect the class of the current component selected.
(Example: If a valve is selected in the Available Components section, then
this list will contain components from the Valves class.)
As you click on a component in this list, a preview of that component
displays in the pane to the right.
Component Properties The component properties section allows you to modify the component
values of the replacement symbol before you complete the replacement
procedure.

The HV-0002 valve displays in the top left of the dialog. For this example, we will replace the
existing gate valve with a globe valve.

Note This option can also be used to replace multiple items at one time. If more than one valve
were selected, then each selected valve would be listed here.

OpenPlant PID Tutorial 4-5

 MODIFYING COMPONENTS
EDIT A CONTROL VALVE ACTUATOR

3. Select the Globe Valve option from the Available Replacement Components list.
4. Click OK to complete the replacement.

Note The globe valve symbol retains the tag number from the gate valve.

5. The valve now displays in the drawing as shown below:

EDIT A CONTROL VALVE ACTUATOR

In the next exercise, you replace the diaphragm actuator on the control valve in the drawing using
the options available in the Element Info dialog.

> REPLACE A CONTROL VALVE ACTUATOR

1. Select the A1-CV-0001 control valve in the drawing.

2. Open the Element Info dialog is it not already open.

3. Expand the General Info section.
4. Click in the Actuator Display Label field and select a new actuator type from the list.
5. The actuator symbol is updated in the drawing.

For this example, we changed the actuator type to an Electro Hydraulic shown below:

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 MODIFYING COMPONENTS
CONCLUSION

6. You can either close the Element Info dialog, or leave it docked for future use.

CONCLUSION
This concludes the exercises for this chapter. For detailed information on how to edit components
in the drawing, refer to the online help which is shipped with your application. The next chapter
will focus on creating and placing assemblies.

OpenPlant PID Tutorial 4-7

5 CREATE ASSEMBLIES

In this chapter, you will use the Assembly Manager to create, edit and place
an assembly in your drawing.

DRAW ASSEMBLY COMPONENTS 5-2

CREATE THE ASSEMBLY 5-4

INSERT THE ASSEMBLY 5-7

CONCLUSION 5-10

OpenPlant PID Tutorial 5-1

 CREATE ASSEMBLIES
DRAW ASSEMBLY COMPONENTS

DRAW ASSEMBLY COMPONENTS

In this section, you will draw the components that will make up an assembly you will create later in
the chapter.

> PLACE A VESSEL

1. Zoom to an open area on your PID.
2. Select the Vessel option from the Tanks and Vessels taskbar.
3. The Place Parametric Equipment dialog displays.

Accept the default values in this dialog.

4. Left click in the drawing to determine the starting point for the vessel and drag the mouse to
the appropriate size for the vessel.
5. Left-click to finish drawing the vessel.
6. Set the tag number value as V-0001.
7. Place the tag number annotation in the desired location when prompted.
8. Right click to end the command.

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 CREATE ASSEMBLIES
DRAW ASSEMBLY COMPONENTS

Now you will place a series of instruments on the vessel.

> PLACE INSTRUMENTS

1. Expand the Instruments taskbar and select the Discrete Instrument option.
2. Place the instrument to the left of the vessel and drag the leader line to the vessel. Left-click
to connect it.
3. Set the tag number to A1-LI-0001 in the properties dialog and press OK.
4. Place another Discrete instrument tagged A1-LI-0002on the opposite side of the vessel.

5. Next select the Instrument Parametrics option.

6. The Place Instrument Parametric dialog displays:

7. Set the Bubble Type to Distributed Analog.

8. Set the Location to Field.
9. Set the Leader Line option to Off.
10. Place the instrument directly adjacent to the A1-LI-100 bubble.

OpenPlant PID Tutorial 5-3

 CREATE ASSEMBLIES
CREATE THE ASSEMBLY

11. Tag the instrument A1-LC-0001 when the properties dialog displays.
12. Click OK.
13. Create another parametric instrument named A1-LC-0002 using the same procedure and place it
adjacent to the A1-LI-101 bubble.
14. When prompted to place another instrument, cancel the command.

The vessel should appear as shown below:

CREATE THE ASSEMBLY

In this section, you will use the Assembly Manager to create an assembly out of the components
you have just drawn.

> CREATE ASSEMBLY

1. Use one of the selection methods to select the V-0001 vessel and instruments just placed.
2. Right-click and select Assemblies > Create Assembly.

The following dialog displays:

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 CREATE ASSEMBLIES
CREATE THE ASSEMBLY

3. Enter a name for the assembly (Ex: VesselWithLevelControllers) in the Assembly Name field.
4. Select a Location for the assembly from one of the options listed:
ƒ Project Assemblies – store the assembly to the project making it accessible by all users on
the project
ƒ System Assemblies – store the assembly with the assemblies provided with the
application.
ƒ User Assemblies – store the assembly locally on your machine.

For this example, store the assembly in the User > Equipment folder.

5. Click Next to continue.

OpenPlant PID Tutorial 5-5

 CREATE ASSEMBLIES
CREATE THE ASSEMBLY

6. Click the Define Origin button.

7. Use the mouse to define a location on the assembly as the base insertion point.

8. Click Next to continue.

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 CREATE ASSEMBLIES
INSERT THE ASSEMBLY

9. A preview of the assembly is provided in the window as shown above.

10. Enable the Launch Assembly Manager option.

Note If you enable the Launch Assembly Manager option, the Assembly Manager will open
when you click Finish allowing you to edit or place the new assembly.

11. Click Finish to complete the assembly creation process and to open the Assembly Manager.

INSERT THE ASSEMBLY

In the next section, you will use the assembly manager to insert the VesselWithLevelControllers
assembly into the drawing..

> INSERT THE ASSEMBLY

1. If you enabled the Launch Assembly Manager option when creating the assembly, the
Assembly Manager should be open.

Note If you did not enable that option, you can access the Assembly Manager by either
selecting the Insert Assembly option from the right-click menu, or selecting Tools >
Managers > Assembly Manager.

OpenPlant PID Tutorial 5-7

 CREATE ASSEMBLIES
INSERT THE ASSEMBLY

2. Navigate to the VesselWithLevelControllers assembly you created in the User Assemblies

directory. A preview of the assembly displays in the window as shown above.
3. Select the VesselWithLevelControllers assembly if not already selected.
4. Click the down arrow next to the Insert button to display the following insertion options:
ƒ As Assembly – Inserts the assembly as a complete assembly. The benefit of this is when
you want to select the assembly in the drawing you can click on any of the components to
select the entire assembly.
ƒ As Individual Components – Inserts the assembly as individual components and likewise,
will be treated as individual components when selecting them.
5. Select the As Assembly option and click Insert.

The Modify Tags dialog displays allowing you to edit the tag and property information of the
individual components in the assembly.

Note Any changes made in this dialog only apply to this single instance of the assembly
placement and does not change the overall definition of the assembly created earlier.

5-8 OpenPlant PID Tutorial

 CREATE ASSEMBLIES
INSERT THE ASSEMBLY

6. Modify the following tag numbers for the assembly components.

OLD TAG NEW TAG

V-0001 V-1001
A1-LI-0002 A1-LI-1002
A1-LC-0002 A1-LC-1002
A1-LI-0001 A1-LI-1001
A1-LC-0001 A1-LC-1001
7. When finished, click OK to place the assembly.
8. Pick a point in the drawing and left-click to place the assembly. Note the updated tags on the
new assembly as compared to the original set of components.

OpenPlant PID Tutorial 5-9

 CREATE ASSEMBLIES
CONCLUSION

CONCLUSION
This concludes this chapter on creating and placing assemblies using the Assembly Manager. In
the next chapter, you will learn how to generate reports using OpenPlant PowerPID’s report
interface.

5-10 OpenPlant PID Tutorial

6 REPORTS

OpenPlant PID provides three different options in which to generate reports:

DGN format, Grid format and the Crystal Reports format. In this chapter,
you will learn to generate reports using each or these formats.

OVERVIEW 6-2

GENERATING A DGN REPORT 6-3

GENERATING A GRID REPORT 6-5

GENERATING A CRYSTAL REPORT 6-6

CONCLUSION 6-8

OpenPlant PID Tutorial 6-1

 REPORTS
OVERVIEW

OVERVIEW
The Reports option provides an interface to generate and edit reports in either, Crystal Reports,
DGN or Grid formats. Select Utilities > Reports to display the Reports dialog shown below, which
is a dockable, navigation tree, allowing you to browse the different style of reports available for
print or insertion into your drawing. From this dialog, you able to generate, create, and edit new or
existing reports for your OpenPlant PID drawings.

The hierarchy of the navigation tree displays the main report categories with individual report
types listed underneath. When you click on a report type, the report properties display in the
Report Info section at the bottom of the dialog.

6-2 OpenPlant PID Tutorial

 REPORTS
GENERATING A DGN REPORT

GENERATING A DGN REPORT

In this section, you will use the Report dialog to generate an Equipment List report and place it on
the drawing. Then you will update values for an equipment component and refresh the report to
reflect the changes.

> GENERATE A DGN EQUIPMENT LIST REPORT

1. Select Utilities > Reports.

The Reports dialog displays.

Note It may be easier to work with the Report if it is docked.

2. Expand the Reports tree and navigate to the Equipment Reports directory.
3. Right-click on the Equipment List entry.
4. Select Insert into Drawing from the context menu.

The Equipment List report is ghosted onto the mouse ready for placement.

5. Position the report in the desired location and left click to place it.

The report is placed into the drawing as shown below:

OpenPlant PID Tutorial 6-3

 REPORTS
GENERATING A DGN REPORT

Note that only the Tag Number column is populated in the report. The reason for this is that the
other property fields do not have any values defined for them at this time. In the next exercise, you
define values for some of these fields and update the report.

> UPDATING DGN REPORT VALUES

1. Select the centrifugal pump PMP-0001.
2. Open the Element Information dialog if it is not already docked.
3. Edit values into the following fields:
ƒ Description
ƒ Manufacturer
ƒ Model
ƒ Material
4. Next, select the report grid.
5. Right-click and select Refresh Report from the context menu.
6. The report is refreshed and the new values are displayed.

Note that the changes made to the pump properties are now displayed in the appropriate fields.

6-4 OpenPlant PID Tutorial

 REPORTS
GENERATING A GRID REPORT

GENERATING A GRID REPORT

In the next exercise you will generate a Pipeline List in a Grid output format. The grid format is
similar to a database format allowing you to manipulate the display of the fields and results in the
report.

> GENERATE A PIPELINE LIST REPORT

1. Select Utilities > Reports (if the Report dialog is not already opened.)
2. In the Reports dialog, navigate to the Pipeline Reports directory.
3. Right-click on the Pipeline and PipeRun List report.
4. Select Open in Grid.
5. The report will open in a grid view as shown below:

The report grid can be left floating or docked on the border of the OpenPlant PID window.

If you right-click on one of the column headers, a context menu (shown below) displays
providing a variety of sorting options to change the display of the columns in the grid. Please
refer to the online help for more detailed information on how to customize the display of this
report type.

OpenPlant PID Tutorial 6-5

 REPORTS
GENERATING A CRYSTAL REPORT

Note It is possible for you to copy the report data out of the Grid and paste into an Excel
spreadsheet if desired. This will allow you to save the report to a file to be reviewed later.

GENERATING A CRYSTAL REPORT

The last type of report format available from the Reports dialog is the Crystal Reports format.
Unlike the DGN reports, Crystal Reports are generated and opened in a viewer which allows you
to view and print the reports if desired. To generate a Crystal Report, you must have predefined
templates designed using the Crystal Reports software. However, OpenPlant PID ships a number
of predefined Crystal Reports templates for you to use.

Note For more detailed information on how to customize and create your Crystal Reports,
please refer to the online help.

> GENERATE A CRYSTAL REPORT

1. Select Utilities > Reports (if the Report dialog is not already opened.)
2. Navigate to the Valve Reports directory.
3. Right-click on the Valve List report.

Note The Valve List report is one of the predefined Crystal Report templates that is shipped
with the OpenPlant PID application.

4. Select Open as Report from the context menu.

5. The report is generated and displayed in the Crystal Reports format as shown in the following
figure:

Hint The Crystal Report viewer can be left floating or docked if desired.

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 REPORTS
GENERATING A CRYSTAL REPORT

The Crystal Reports viewer provides a number of options to help you manage your reports
including:

ƒ Export Report – Allows you to save the report as an .Rpt file to the desired directory.
When saved in this format, any machine with Crystal Reports installed can access the
report.
ƒ Print Report – Prints a hard copy of the report.
ƒ Refresh Report – Updates the report to reflect any changes made in the drawing.
ƒ Find Text – Provides a search option for text in the report. This is especially useful for
report with multiple pages.

> UPDATE THE CRYSTAL REPORT

1. Modify any of the component properties in your drawing.

Note You can leave the Crystal Reports open while doing this.

2. Next, click the Refresh button in the Crystal Reports toolbar to update the report.

Any component property modifications will be reflected in the report.

OpenPlant PID Tutorial 6-7

 REPORTS
CONCLUSION

CONCLUSION
This concludes the OpenPlant PID Tutorial. You should take the time to review specific examples
in this tutorial and experiment with them as they apply to your drawing environment. Refer to the
OpenPlant PID online help for a more detailed explanation of available features and functions.

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