Manage Tab

Displays all the commands on the Manage tab.

P&ID Reports Group

The P&ID Reports group consists of the following commands:

P&ID Reports Launch

Used to open an AVEVA P&ID Reports database.

Refer to Open a P&ID Reports Database.

Synchronise

Used to validate and export data on a drawing.

Refer to Export Data to a P&ID Reports Database.

Consolidate

Used to export data to AVEVA P&ID Reports and automatically consolidate it.

Refer to Export Data to a P&ID Reports Database.

Load P&ID Grid

Used to open the P&ID Data Grid.

Refresh Grid

Used to refresh labels added to the drawing from the P&ID Data Grid.

Refer to Refresh P&ID Data Grid Labels.

Add Designator

Used to add new multi-line designators.

Refer to Add Lists of Components with Multi-Line Designators.

Refresh Designators

Used to display and/or refresh the lists of multi-line designator values present in the drawing.

Refer to Add Lists of Components with Multi-Line Designators.

Insert Tables

Used to add pre-defined tables of P&ID data to drawings.

Refer to Add Tables of P&ID Data

Refresh Tables

Used to refresh the data in tables of P&ID data with the latest data from the project database.

Refer to Label with Data from the P&ID Data Grid

AVEVA Integration Group

The AVEVA Integration group consists of the following commands:

Publish to AVEVA AIM

Used to export drawing data in a format that can be imported into the AVEVA Asset Information Management Portal.

Refer to Publish Data to AVEVA AIM.

Note: These options are not displayed if the Enable Auto Save Work in P&ID checkbox in the Plant and Marine Integration Configuration Category of the AVEVA P&ID Project Administration Program is checked.

Save Work

Used to save data to a PDMS Schematic database from a single drawing.

Refer to Transfer Data to PDMS Schematic Databases.

Save Work Batch

Used to save data to a PDMS Schematic database from multiple drawings.

Refer to Transfer Data to PDMS Schematic Databases.

Managing Groups

Used to manage pipe networks, signal line networks, and customized equipment symbols on the drawing canvas.

Refer to Managing Groups.

Delete Error Blocks

Used to delete error blocks from the drawing, for example, those issued during the Export Data to a P&ID Reports Database process.

Refer to Delete Error Blocks.

ISO 15926

Used to export data from a drawing to an XML file in ISO 15926 format, schema version 3.2 or 3.3.

Refer to Export Data to ISO 15926 Files.

ISO 15926 DEXPI 4.0.1

Used to export data from a drawing to an XML file in ISO 15926 format, schema version DEXPI 4.0.1.

Refer to Export Data to ISO 15926 Files.

ISO 15926 Batch

Used to export data from multiple drawings to XML files in ISO 15926 format.

Refer to Export Data to ISO 15926 Files.

ISO 15926 Import

Used to import a drawing from an XML file in ISO 15926 format, schema version DEXPI 4.0.1.

Refer to Import Drawings.

ISO 15926 Symbol Import

Used to import symbols from an XML file in ISO 15926 format, schema version DEXPI 4.0.1.

Refer to Import Symbols.

Import/Export Group

The Import/Export group consists of the following menus and commands:

Excel Open

Used to open an exported Excel spreadsheet for editing.

Refer to Edit P&ID Data in an Excel Spreadsheet.

Excel Import

Used to import data from an Excel spreadsheet.

Refer to Import Data from Excel.

Make Excel Import Batch File

Used to create a batch file for importing data from multiple Excel spreadsheets into multiple drawings.

Refer to Export Data to Excel.

Excel Export

Used to export data to an Excel spreadsheet.

Refer to Export Data to Excel.

Make Excel Export Batch File

Used to create a batch file for exporting data from multiple drawings into multiple Excel spreadsheets.

Refer to Import Data from Excel.

Excel Filter

Used to specify the types of data to be exported to Excel spreadsheets, e.g. drawing attributes, equipment, pipes etc.

Refer to Export Data to Excel.

Colouring Group

The Colouring group consists of the following commands:

Colouring Utility

Used to open the AVEVA P&ID Colouring Utility, which is used to change the colours of multiple items based on their properties.

Refer to Change the Colours of Multiple Items.

Batch Export

Used to export drawings that have been changed using the Coloring Utility to PDF format.

Refer to Re-colour Drawing Items based on User Defined Directives and Batch Export to PDF.

Compare Group

The Compare group consists of the following menu and commands:

Document Manager

Used to open the Document Manager.

Refer to Document Manager.

Issue

Used to issue a drawing revision to the project database for Document Manager.

Refer to Issue a Drawing for Document Manager.

Batch Issue

Used to issue batches of drawing revisions to the project database for Document Manager.

Refer to Issue Batches of Drawings for Document Manager.

Compare With

Used to compare the current drawing with a previous revision of the drawing.

Refer to Compare Revisions.

Compare Update Link

Used to access the Compare/Update facility, used to compare and update drawing data with data from external sources.

Refer to Compare and Update with External Data.