With each new client, you need to create custom symbols to match their drafting standards. In this video, follow the steps to create a new symbol.
- [Narrator] To create a new P&ID symbol it's always a good idea to base the new symbol on an existing symbol of the same or similar class. This is simply to keep things easy by using the same size and scale, which we know will work with the default snaps and grids. So, let's go ahead and start by creating a custom symbol. And we're going to open our custom symbol drawing and we'll take a look. Now, what the custom symbol drawing is, I've created this in a separate folder for you and I've added some geometry just in the interest of saving some time.
But what this is is not going to be deliverable, this is not something that anybody outside your project's going to see. So, feel free to use this as, I'm going to call it a block repository, where we can keep files at customization that we're using, and then when we're done with the project we can just remove that drawing once we're done. So, let's take a look at some of the symbols that I've created, here. Just to illustrate that we've kept the sizing the same I'm going to take a gate valve. And we're just going to do a size comparison. So, you'll see that that will work within our snaps and grids without any problem.
And we're going to look at the equipment and while we can't have the geometry fit exactly it's fairly close. Scale-wise, it'll work. So, now we're just going to create a block for this. So, let's start with the valve. So, we're just going to create a regular autoCAD block. Be mindful of what you're going to call this is in the drawing. So, I would always say add a PIP prefix to this so that you know that when this goes into your project files, it's going to be easy to find because you can scroll just down to the P&ID symbols 'cause they'll all have a PIP prefix.
And I'm going to call this LinkedIn Valve. So, for the insert point I'm going to pick an insert point for that. And I'm going to call it right in the center, here. And I'm going to select the objects. And we'll say okay. Let's take a quick look. And indeed it's a block reference now. I'm going to go ahead and do the same with the pump. I'm going to call it PIP LinkedIn pump and for the insert point I'm going to go right in the center, here and I'm going to select the object and we'll say okay.
So, now that we have that as blocks let's save that drawing. And we're going to go into our project now. So, let's open up our project manager, here. And we're going to go into our drawing settings and look at our P&ID class definitions. So, we're going to right down inside our engineering items. Inline assets, and we're going to start with creating the valve first. So, what we're going to do is create the class. And to do that we just make sure we're on the heading that we want. So, we want to be valves, hand valves. We're going to right-click and we're just going to say new.
And we're going to call this LinkedIn_valve. So, we need to have the underscore in the class name because we can't have spaces. We can take the space out in the display name. And we're going to say okay. So, let's take a look down here, we have our LinkedIn Valve and you can see all the standard valve class fields that have been applied here. So, now we're going to take that symbol and we're going to add that to our valve. So, we're going to highlight the LinkedIn Valve then we're going to come up here and say add a symbol.
To do this we're going to navigate out to our custom symbol drawings. Now we're going to say open. Now, I want you to take a look here and scroll down. It's going to list all the blocks that are contained in that drawing. So, we want to bring in the LinkedIn Valve. So, we're going to highlight just that one block. Look at the preview, and we're going to say add that. And then when we say next we're going to look at adding a name for this symbol. So, I'm just going to call it the same. So, we have our symbol and we're going to say finish.
Now we have our symbol, so let's apply. And okay. Now I'm going to open our 601 drawing. I'm going to place a line in that drawing. And we're going to look for our valve. Now, it's not showing up and the reason is we have to go back. There's one more step we have to do. This will become habit, but at the beginning you'll miss it a few time, I can guarantee. Once you've created the symbol it doesn't automatically go to the tool pallet. We have to manually add that. So, click on the button, say okay and exit out.
Now, notice when I added it to the tool pallet it's a different color. And this just happens automatically. It depends on if you're using a dark background or a white background. In actual fact, you can have this changed, you can modify this to a different color when you're creating a symbol. I'll show you how to do that later. But for now I actually don't mind that and the reason is I can look at this tool pallet and know exactly where my custom blocks are and where my system blocks are. So, I'm just going to grab this valve and we're going to drop it on the line. And you'll see, automatically it tagged it the way we wanted it.
And I'm just going to apply a tag to this line adjust the size, and the spec, and you'll see by looking at that all the properties that, acquisition that we discussed it's pulled that information over so we have the new, because it's a new line, six-inch and the CS150. So, I'm quickly going to go back into our project setup. And we're going to go through the same process one more time but we're going to do it for equipment. We're going to come down into our pumps.
So, we're one level down, we're specifically going to the pumps. We're going to say right-click. We're going to pick a new class and we're going to call that PIP LinkedIn Pump. I'm going to move the spaces. Say okay, here's our class down here. Notice the PIP's not quite right. We can right-click on that and we can rename it. And say okay. So, now we can go out and add the symbol. We'll just run through the same steps again.
We're going to navigate out for our custom symbols drawing. We're going to say okay. We're going to come down and look for the pump. We're going to add that over there. We're going to say next. Just going to call it the PIP. We'll give it a symbol name. And we're going to say apply that. And okay. So, now we're back in our drawing. Equipment. One more time. I forgot to add that to the tool pallet.
So, let's go back and add that now. We're going to go back. We're going to add that to the tool pallet. And we're going to say okay. Now, you notice that it adds it into the tool pallet that you're on and it places it not necessarily in the right location. So, you can take that symbol and you can drag that up into your pumps right at the top, here. Now it resides in the right location. I'm going to grab that and I'm going to place that. And there we have it in our drawing. If we right-click it and look at the properties there we have our LinkedIn pump.
Now, here's a quick time saving tip for you. If you're setting up a brand-new project for a client ask them for a DWG copy of their lead sheet. This is a legend sheet that's issued as part of a full set of P&IDs, typically the first two or three drawings, which contains all the symbols that are used in the project. The chances are these symbols are already in this drawing as blocks, and we can use these to populate the projects just like we did using the custom symbols drawing.
- Accessing data in Project Manager
- Reviewing P&ID class definitions
- Reviewing drawing properties vs. project properties
- Creating a new project
- Managing files
- Setting up P&ID project paths
- Working with custom project properties
- Creating custom P&ID symbols, component tags, and animation
- Modifying existing symbols
- Setting layers, fonts, and linetypes