3D Plant Project Setup
Use this form to help you compile the various of information you need to design an effective,
comprehensive, and correct 3D plant project.
Date Prepared:
Project Name:
Project Location:
Company:
Phone:
Type of Project:
Metric
Mix Metric
Inches
Project Standard:
ANSI
ANSI/ ISO
ISO
DIN
(Hint: Have a copy of a typical company document, source as P&ID, Symbol legend, Reports, General Arrangement
Drawing, Isos etc. This will help you to get the required information to complete this document)
Project Database:
SQLite
MS SQL
Project Server Location:
Project Path for:
Project:
Spec files:
Drawings:
3D Models:
Page | 1
General Project Info:
(Hint: What type of project, P&ID and 3D piping or only 3D piping, circa how many line numbers, estimated P&IDs,
etc.)
[Add General Project Info]
P&ID Requirements
Properties field
(Hint: In some cases, you need to create a new properties field on existing components, if it not exists. Missing fields need to be
added, before tag and report creations.)
Add Properties field:
Yes
No
[Add new field name for each component type]:
P&ID Symbols and Process Lines
(Missing Symbols or process Line type)
[Add missing symbol, or replace of existing symbol or new process line types]:
Reports
[Add / Change reports]:
Page | 2
Tag Number syntax
(Example: <TYP>-<Num> = P-100 or <Size>-<Spec>-<Num>/<SubNum>=4-CS150-23/456. Be sure you have correct acquisition
Properties on your properties field)
[Add/change Tag number for]:
Equipments:
->[Example: <Typ>-<Num> = P-100]
Process Line:
->[Example: <Size>-<Spec>-<Service -<Num> = 4-CS150-WA-0100]
Valve:
->[Example: <Typ>-<Num> = GA-100]
Instrument:
->[Example: <Area>- <Typ>-<Num> = 45-PI-100]
User Comp:
->[Example: <UserField1>-< UserField2> =FG-100]
Annotation syntax
(Example: <TYP>-<Num> = P-100 or <Size>-<Spec>-<Num>/<SubNum>=4-CS150-23/456)
[Add / Change Annotation for]:
Equipments:
->[Example: <Typ>-<Num> = P-100]
Process Line:
->[Example: <Size>-<Spec>-<Service -<Num> = 4-CS150-WA-0100]
Valve:
->[Example: <Typ>-<Num> = GA-100]
Instrument:
->[Example: <Area>- <Typ>-<Num> = 45-PI-100]
User Comp:
->[Example: <UserField1>-< UserField2> =FG-100]
P&ID Layout
(Hint: Customer drawing border with logo etc. Layer, Color and pen setting)
P&ID DWT file Border
Layer and Color setting
Plotter settings
Page | 3
3D Plant Requirements
3D Model info:
(Hint: Project breakdown, Xref for each discipline, ortho drawings, Isos , inventor, steel, use of existing solids, etc.)
[Add General 3D Plant Info]
Properties field
(Hint: In some cases, you need to create a new properties field on existing components, if it not exists. Missing fields need to be
added, before tag and report creations, selection lists etc.)
Add Properties field:
Yes
No
[Add new field name for each component type]:
P&ID Symbols and Process Lines type
(Custom Symbols, process Line type)
[Add missing symbol, or replace of existing symbol or new process line types]:
Reports/MTO
[Add / Change reports/MTO]:
Page | 4
Tag Number syntax
(Example: <TYP>-<Num> = P-100 or <Size>-<Spec>-<Num>/<SubNum>=4-CS150-23/456. Be sure you have correct acquisition
Properties on your properties field)
[Add/change Tag number for]:
Equipments:
->[Example: <Typ>-<Num> = P-100]
Process Line:
->[Example: <Size>-<Spec>-<Service -<Num> = 4-CS150-WA-0100]
Valve:
->[Example: <Typ>-<Num> = GA-100]
Instrument:
->[Example: <Area>- <Typ>-<Num> = 45-PI-100]
User Comp:
->[Example: <UserField1>-< UserField2> =FG-100]
Annotation syntax for Ortho component Labels
(Example: <TYP>-<Num> = P-100 or <Size>-<Spec>-<Num>/<SubNum>=4-CS150-23/456)
[Add / Change Annotation for]:
Equipments:
->[Example: <Typ>-<Num> = P-100]
Process Line:
->[Example: <Size>-<Spec>-<Service -<Num> = 4-CS150-WA-0100]
Valve:
->[Example: <Typ>-<Num> = GA-100]
Instrument:
->[Example: <Area>- <Typ>-<Num> = 45-PI-100]
User Comp:
->[Example: <UserField1>-< UserField2> =FG-100]
Spec
(Hint: Spec requirements, missing specs, Spec Standard, source as BS, API etc. )
[Spec Names/Info]:
Page | 5
Xref
(Hint: Project setup with use of xref. Re-use of existing plant 3D model, etc.. )
[Xref info]:
Isos
(Hint: Type of Isos. Isogen BOM formatting, Isogen title block, Isogen Configuration etc )
[Isogen Requirements]:
General 3D Plant info
(Hint: Add all required add-ons outside delivery out of the box Specs, component, MTO, work around stc. )
[Whats need to be added/changed regards to 3D Plant delivery out of the box]:
Ortho Layout
(Hint: Annotation formats, Customer drawing border with logo etc. Layer, Color and pen setting)
Ortho DWT file Border
Layer and Color setting
Plotter settings
Page | 6
