To work with tags

As you assign tags to components and lines in a P&ID drawing, you can check to see which tags are already used in the drawing. When you are tagging a nozzle, only the equipment item attached to the nozzle to is scanned for existing tagged nozzles. The entire project is not scanned.

You can use the listed tag references to either find the next available tag or to copy the values of a tagged item to the tag fields of the item you are tagging. Once you copy a tag, you make the necessary changes to it to make sure it is unique within the drawing.

To tag a component or line when placing it in a drawing

1. If the P&ID tool palette is not already displayed, click View tab Palettes panel Tool Palettes.
2. In the P&ID tool palette, click the component you want to place. Click in the drawing area to place the component.
3. In the Assign Tag dialog box, enter the required data.
4. Click Assign.

To add a tag after a component or line is placed in a drawing

1. On the ribbon, click Home tab P&ID panel Assign Tag.
2. In the drawing area, click the component whose tagging data you want to add or modify.
3. In the Assign Tag dialog box, change the required data.
4. Click Assign.

To add a tag to a nozzle

1. On the ribbon, click Home tab P&ID panel Assign Tag.
2. In the drawing area, click the nozzle whose tagging data you want to add or modify.
3. In the Assign Tag dialog box, change the required data.
4. (Optional) To the right of Existing Nozzles, click the arrow, and in the expanded list below, do either of the following:
   • To ensure that a unique tag is used, view all the nozzles that are currently attached to the equipment item of the nozzle you selected.
   • To populate the tagging fields for the nozzle, double-click one of the listed nozzles. Use the existing data as a basis for the new tag.
5. Click Assign.

To add a tag to an instrument

1. In a P&ID drawing, right-click the instrument whose tagging data you want to add or modify.
2. Click Assign Tag.
3. In the Assign Tag dialog box, change the required data.
4. (Optional) To the right of Existing, click the arrow, and in the expanded list below, do either of the following:
   • To ensure that a unique tag is used, view all the inline instruments that are currently in the project.
   • Double-click one of the listed inline instruments to populate the tagging fields for the inline instrument. Use the existing data as a basis for the new tag.
5. Click Assign.

To add or edit a tag using the Data Manager

1. On the ribbon, click Home tab Project panel Data Manager.
2. In the Data Manager, on the toolbar, click Show Selected Items.
3. In the drawing area, click the item you want to tag.

   In the Data Manager, the item is selected.

4. Scroll to locate the Tag field, and double-click the field.
5. In the Assign Tag dialog box, add or change the required tag data. Click Assign.
6. Repeat steps 4-6 for other items you want to tag, or close the Data Manager.

To add or edit a tag using the Properties palette

1. In the drawing, double-click the item you want to tag.
2. In the Properties palette, P&ID section, to the right of Tag, click [...].
3. In the Assign Tag dialog box, add or change the required tag data. Click Assign.