Workflow: Configure a Project

This workflow describes the steps to configure a project.

The default project configuration will work for the majority of your project environment needs. If you need to modify project settings, you can do so using the Project Setup interface.

The following topic sequence provides links to the steps of this workflow.

  1. To create a new project
  2. To work with properties
  3. To set up a tag format
  4. To work with annotations
  5. To add symbols to component class definitions
  6. To change how P&ID lines and components display
  7. To configure a file name format
Parent topic: Project Workflows