PID Document Dialog

This dialog can be accessed from the following methods:

Select the Document Settings option from the Managers tool group in the PID Tools ribbon.
If the Tag Dialog Prompt variable is turned on (see Settings section below), this dialog automatically displays when a new drawing is created, or an existing one is opened.

This dialog displays current Document properties and allows you to define initial document settings for the PID.

Setting	Description
Name	Displays the name of the active document.
Browse	This button is a function of the Component Properties dialog and is not enabled in this mode.
Reset	Resets the value to the original document name.
OK	Accepts the document settings.
Cancel	Close the dialog without saving any of the data.
Help	Selecting Help will launch the Help file for the Tag Number dialog.
Details	Toggles the display of the tabbed property sections of the dialog described below.

Properties Tab

The Properties tab (shown above) contains three major sections providing fields to help better define the properties of the P&ID:

Component Information: This section contains general information about the document and where it is defined. It is for information purposed only and cannot be edited.
General Info: Provides Description and Alias fields for information on the P&ID.
Document Properties: Contains fields allowing you to provide further information to identify the document.

Schema Tab

The Schemas tab lists all of the schemas that are loaded for the PID drawing. This list is for informational purposes only and cannot be edited.

Title Sheets

Select a border from drop down list in the Title Sheets tab to apply to the drawing. As a border is selected, a preview is displayed in the window. With this option you are also able to change a border on an existing drawing by simply selecting a new border from the list.

The fields in the title block are populated with the values that you enter in the corresponding fields in the Properties tab of the PID Document dialog. Any changes made in the property fields will automatically be updated in the title block.

Note: A known limitation when in the DWG mode is the title sheet will not auto-populate the title block with the entered document values as it does in DGN mode.

Settings Tab

Setting	Description
Working Units	Defines the working units for the drawing. If the drawing is associated with a project, it will use the units defined for the project. Currently only English units are available.
Display Switches	Show Standard Preferences: When ON, opens Standard Preferences dialog. Validation: When enabled, a component is automatically validated when placed. When disabled you will have to use either the right-click Validate option, or use the Model Validation control to validate the entire mode. Show Dialog on Startup: Toggles the display of the PID Document dialog upon startup. When turned off, you can access the dialog by clicking the Drawing option in the Settings taskbar.
Lock Settings	By System: Uses the default settings for the Axis, Snap and Grid locks which are used to place components. By Component: This option uses the individual component's lock settings as defined in the schema.

Setting

Description

Working Units

Defines the working units for the drawing. If the drawing is associated with a project, it will use the units defined for the project. Currently only English units are available.

Display Switches

Show Standard Preferences: When ON, opens Standard Preferences dialog.

Validation: When enabled, a component is automatically validated when placed. When disabled you will have to use either the right-click Validate option, or use the Model Validation control to validate the entire mode.

Show Dialog on Startup: Toggles the display of the PID Document dialog upon startup. When turned off, you can access the dialog by clicking the Drawing option in the Settings taskbar.

Lock Settings

By System: Uses the default settings for the Axis, Snap and Grid locks which are used to place components.

By Component: This option uses the individual component's lock settings as defined in the schema.

PBS Maintenance

You can select associated items for removal from plant breakdown structure properties that are unused in the document.

If the DGN is connected to PlantSight then first use Tag Delete command in Engineering Data Manager. Otherwise the PBS Items will not be removed from OpenPlant PID drawing

Select the value(s) to remove from the list and click Remove.

The Remove button is enabled once an item(s) is selected for removal.

Unused PBS item in Current DGN option will select all items in the list. Unchecking this option deselects the entire list.

Note: You can also remove unused PBS items by using keyin: pid model delete ClearOrphanedPBSItems PLANT_AREA,SERVICE,UNIT

Key-in: < PID | MODEL | SETTINGS >