AVEVA P&ID Project Administration Program

AVEVA P&ID can be configured to suit project requirements by means of various options set using the AVEVA P&ID Project Administration program. Refer to Project Options Overview for an overview of the use and impact of these options.

Most changes in the project configuration are applied to an existing drawing when it is loaded into the drawing editor, or when the Refresh Settings option in the AVEVA P&ID group of the Home tab is selected. Refer to Implement Configuration Changes.

Open the AVEVA P&ID Project Administration Program

To open the AVEVA P&ID Project Administration program from within AVEVA P&ID, select the Project Administrator option in the Login group of the Home tab.

To open the AVEVA P&ID Project Administration program from the The Graphical User Interface, start the launcher by clicking on the AVEVA P&ID 12.2.SP3 desktop shortcut:

Select the required project from the row of tiles along the top of the screen by clicking on it. Use the arrow < > at each end of the row of these tiles to browse through the list of projects.

Once a project is selected, the launcher will then open a tile displaying the name and description of that project (click the >> in that tile to return to the list of projects).

If the project is setup to be logged into using SQL Server Security, the SQL user name and password fields are displayed. Enter the user and password. The project server is also displayed.

Test that the entered details are valid by selecting Test Connection. A message will then be displayed indicating whether or not the connection details are valid. For example:

If the test connection is successful, or if the project is setup to be logged into using Windows Integrated Security, the user name and password fields are displayed. The project server is also displayed.. The User field includes a list of all project users. Complete these fields as required. Then navigate to the Configuration tile and click on it (use the arrow < > at each end of the row of tiles to browse the list of applications).

The AVEVA P&ID Project Administration dialog is then displayed.

Project Catalogue Editor Dialog

Display the settings of a project by clicking the File tab. The following is then displayed:

The dialog box consists of two distinct sections:

• The Explorer

• Configuration Category application pane

The Explorer is used to navigate to the different Configuration Categories for which settings and data are to be configured.

Each Configuration Category is concerned with a different aspect of the project configuration. For example, Item Types, Signal Styles, Equipment, etc.

For some Configuration Categories, e.g. Drawing, information sub-categories are available, e.g. Grid, Labels and Layers etc. Expand or close a Configuration Category by clicking on the +/- boxes. For example:

As well as by using the Explorer, Configuration Categories may be selected from a menu accessed by clicking the title of the current Configuration Category.

Following selection of a Configuration Category, the relevant data and configuration parameters are displayed in the application pane.

The fields, checkbox etc in the application panes are used to change project settings. The majority of displayed data may be amended, and is validated on data entry where applicable.

Tables of data associated with a Configuration Category are displayed in grids. Grids are provided with standard facilities for grouping data by columns, pinning rows, re-ordering columns and filtering the displayed data, refer to Configure the Grid Layout).

Multiple rows in a grid may be selected and have operations performed on them.

A set of toolbars buttons is also provided to manage data in grids:

These buttons provide the following functions:

• To create a new record in a grid, use the button. A dialog is then displayed in which the unique identifier of the record must be entered. The new record is then added to the grid.

  

• To move up and down the list of rows in order to edit existing entries, use the and buttons.

• To delete a row, scroll to the row in question and select .

• To copy a row, scroll to the row in question and select . As each record must have a unique identifier, a dialog is then displayed in which the unique identifier for the record copy must be entered. The copied record is then added to the grid as a new row.

• To rename a row, scroll to the row in question and select . A dialog is then displayed in which the new unique identifier of the record must be entered.

Not all these button are active for every grid. Some are not applicable for some grids and are disabled.