To Add a Tag

You must apply tags to equipment in order to create schedules for that equipment. When you add a tag to a part, the property set definitions associated with that tag are added to the part. You can enter values manually as you add the tag, and you can also modify property set data after the tag is added.

A tag is anchored to a part. If you move the part, its tag moves with it. You can, however, move the tag in the drawing without releasing it from its part.

Typically, you add tags to parts after you add the parts to a drawing. For electrical devices, you can add tags automatically as you add parts.

The default tool palettes contain several tag tools you can use for common equipment. You can also create tag tools.

To add a tag

  1. Open the Tag and Schedule tool palette, and select a tag tool.
    Note: Alternatively, you can click Annotate tabScheduling panel Tags drop-down, and select a tag.
  2. Select the object that you want to tag.
  3. Specify the location for the tag:
    • Press Enter to center the tag on the part.
    • Click to specify a point for the tag.

    You can move tags after you insert them.

  4. On the Edit Property Set Data dialog box, enter desired values for fields that can be edited manually.

    Automatic fields are displayed in gray, and cannot be edited.

    If a tag adds property set data that is assigned to a system style or object style, that data may be inactive. You can edit this data from the Properties palette after you add the tag.

  5. Click OK.
  6. Continue specifying parts to tag:
    • To continue tagging parts one at a time, select an object, specify the tag location, and enter property set values.
    • To tag multiple parts with the same property set values you specified for the first part, enter m, select objects of the same part type that you want to tag, and press Enter. The tags are added in the same location relative to the part as the first tag. Each part also has the same property set values.
  7. Press Enter to end the command.
  8. You can locate many tags and schedules on the ribbon. Navigate to the Annotate tabScheduling panel and use the drop-down buttons to see a list of available tags or schedules.