Associate Process Items to an Instrument

Select the instrument in the upper grid, then either:

• Click either Associate Process Equipment or Associate Process Lines in the Associated Items section of the List Tools - Instruments tab as appropriate.

• Open the Edit window for the instrument (see Edit a Tag in the Instrument List) and access the Associated Items tab. Select either Process Equipment or Process Lines as required from the Process Item Type options, then click Associate.

The Select Process Equipment Tags or Select Process Lines window is then displayed. For example:

The window lists the available process equipment or process lines. Check the Select checkboxes for the equipment or lines to be associated with the instrument, then click OK.

The selected process items are then associated with the instrument and displayed in the lower grid of the Instrument List and on the Associated Items tab of the Edit window.

Notes: A process item can be associated with multiple instruments.

Process items can also be assigned to instruments by importing from am Excel spreadsheet. For further information, refer to Import Instrument Data from Excel.
Note that associated process items on the import spreadsheet must exist in the Project Database, in other words, new process items cannot be created using this interface.