Insert Instruments (Balloons)
- Last UpdatedMar 14, 2024
- 3 minute read
General points on the procedure are given under Insert Symbols.
Instrument balloons are items in their own right, unlike the label balloons attached to instrument (control) valves. They may be placed independently or inserted into pipes, signal lines or process links.
System output boxes fall within this category, but differ in that they do not break into pipes, signal lines or process links.
Also within the category are conditioning devices, for example, I/P Converters. These must have an instrument owner in order to be inserted.
Logic boxes, interlocks and I/O Rockets are also categorised as instrument balloons.
Note: Pipes, signal lines and process links do not close automatically when inline instrument balloons are deleted.
Note: Instead of inserting symbols, new symbols can be placed on the drawing by copying and pasting existing symbols. Refer to Copy Drawing Objects and Labels.
Example

Errors
An error message will be received if an attempt is made to assign more than one conditioning device to an instrument.
Associated Project Configuration Options
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The block name of instrument label balloon symbols is specified in the Label Balloon Symbol field in the Instruments - Labels Sub-Category of the AVEVA P&ID Project Administration program.
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The presence or absence of link lines is controlled by the Label Balloon Link Lines Off checkbox. Uncheck the checkbox to turn off link lines.
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Whether or not instruments on signal lines are assigned process owners is specified using the USER_CONNECTINSTUSINGSIGNALLINESTOPROCESSOWNER user-defined directive in the Miscellaneous – Settings Sub-Category. If the directive is set to Yes, instruments in signal lines are assigned the pipes they are connected to as process owners. If set to No, instruments in signal lines are not assigned process owners.
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If the USER_ROUTEINSTLINKSFROMSAMEGROUP user-defined directive in the Miscellaneous – Settings Sub-Category is also set to Yes, where a choice of pipe groups is available as an owner for a series of offline instruments (for example, where several instruments are placed on series of linked signal lines that are connected to more than one pipe), then all those instruments will be assigned the same pipe group as their process owners. If the directive is set to No, such instruments may be assigned different owners.
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If the USER_SNAPON_INST_BALLOON_PLACEMENT user-defined directive on the Miscellaneous – Settings pane is set to Yes, then while placing Instrument Label balloons, grid snapping will be set to ON. If it is set to No (the default setting), it will be switched off.
Procedure
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Select an instrument symbol by using the Symbol Explorer.
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After the symbol has been selected a 'ghosted' image of the instrument balloon will appear on the cross hairs. The prompts that follow depend on the type of balloon selected, as shown in the following examples:
Conditioning Devices
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For an I/P converter, the prompts are as follows:
Select instrument owner for I/P CONVERTER:
With the symbol already on the crosshairs, click on (select) the instrument associated with the I/P converter.
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The Command prompt will then display:
Indicate point for I/P CONVERTER:
Pick a point for the converter itself.
Note: A guideline is dragged out to the converter from the selected point on the owner instrument.
Instrument Indicator
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For an Indicator, the prompts are as follows:
Indicate point for INSTRUMENT INDICATOR:
Pick a point for the balloon.
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The Command prompt will then display:
Indicate point for Label Balloon:
This is an optional prompt, dependent on project configuration,
Pick a point for the label balloon.
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The Command prompt will then display:
Indicate point for INSTRUMENT INDICATOR:
Place another balloon, or press Ctrl-C to end the command.
I/O Rockets
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For an I/O Rocket, the prompts will be:
Indicate point for I/O ROCKET:
Pick a point for the rocket.
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The Command prompt will then display:
Indicate point to show angle of I/O ROCKET:
Pick another point to indicate the angle of the I/O Rocket. The ghosting will help the final placement to be visualised.
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The Command prompt will then display:
Indicate point for I/O ROCKET:
Place another I/O rocket, or select Cancel from The Drawing Page menu or press Ctrl-C to end the command.
Use the Create Item Associations procedure to associate the I/O rocket with the chosen instrument.
If auto-labelling is on, the Label General Instruments procedure will then start automatically.