Exchange Individual Symbols

This procedure exchanges symbols individually (exchanges one symbol for another). The symbol with which a symbol is to be exchanged must be already in existence and be of the same AVEVA P&ID type. For example, a CL (column) could be exchanged with a HDT (head tank) because they are both of the EQV item type in AVEVA P&ID. If the new symbol is a different size, AVEVA P&ID will make adjustments to allow for this. All labelling (including balloons) is retained.

Refer to Exchange Symbols Globally.

Note: Line Termination (LTS) symbols cannot be exchanged.

Associated Project Configuration Options

Valves and reducer symbols may be restricted so that they can only be inserted into pipes with specific codes and sizes. These are specified using the Spec Driven Configuration Category of the AVEVA P&ID Project Administration program. When a symbol is exchanged, the system checks that the symbol selected to replace the old symbol is valid for the code and size of the pipe. If it is not, the exchange may be prevented, or a warning displayed, depending on the project setup.

Procedure

1. Start the procedure by either:

   • selecting the symbol to be exchanged on the The Drawing Page, then selecting the Exchange Symbol option in the Symbol group of the Home tab, or

   • selecting the Exchange Symbol option in the Symbol group of the Home tab.

2. The AVEVA P&ID Symbol List dialog appears:

   

   Select the category of symbol from the left-hand window, and then the name of the symbol from the left-hand window. If the name of the symbol is known, but not its category, enter the name of the symbol in the Symbol field, and click Find. To select a symbol, click on it in the right-hand window. An image of it is displayed in the lower half of the dialog, along with the symbol name and description. Click OK.

   If the symbol to be exchanged is a valve, and it was picked before the Exchange Symbol option was selected, the available symbols can be filtered so that only those that share the same valve code rule as the selected valve symbol are listed. If this is required, check the Filter based on spec driven data checkbox.

3. If the symbol to be exchanged was picked before the Exchange Symbol option was selected, the exchange will then take place.

   If the symbol was not picked before the Exchange Symbol option was selected, the Command prompt will display:

   Select Item:

   Pick an item on the P&ID to exchange for the new item. The exchange then takes place.

4. Other prompts may be displayed depending on the item being inserted; for example, you may be prompted for scale and rotation of equipment etc.

5. If the symbol was not picked before the Exchange Symbol option was selected, once the symbol exchange has taken place, you will be prompted to select another item for exchange. Proceed as above or select Cancel from The Drawing Page shortcut menu, or enter Ctrl-C to cancel the command.