Video: Define Settings

Define model settings and manage mappings in the P&ID Modeler.

This video demonstrates the following:

  1. Open the P&ID in Revit.
  2. Use the P&ID Modeler to select and open the project in Autodesk Docs.
  3. Understand part status indicators in the P&ID Modeler.
  4. Manage mappings between elements in the P&ID and the Revit model using the P&ID Modeler Settings dialog.
Note: This video was recorded using Revit 2018. When using a newer software release, you may notice differences in functionality and user interface.

Transcript

When you use Revit P&ID Modeler to create a 3D model, you open the P&ID drawing in a separate pane in Revit. From Revit, on the Systems tab, click P&ID Modeler.

The project displays in a separate P&ID Modeler pane in Revit. Typically, in a plant project, you'll have multiple P&ID drawings. In project shown here, there's just one drawing. If there are multiple drawings, and you know the name of the drawing you want to open, you can use the Search box. As you start typing, the list of the drawing names is filtered.

Similarly, if you want to locate a specific pipe line number to model, you can start typing the line number to filter the list of pipe lines. Double-click a line number to open it. Click the Home icon to return to the list of drawings. Alternatively, you can double-click the name of a drawing to open it and it displays a list of pipe lines.

Let's double-click line number 1070 to open it and begin modeling. The top pane displays a preview of the pipe line. The bottom pane displays a list of parts for the pipe line. Notice the circle to the left of the line number. A green circle indicates that the pipe line is completely modeled. A blue circle indicates that the pipe line is partially modeled. To the left of each part listed, a vertical bar will change color to indicate the part's status. The bar changes from gray to green as each part in the pipe line is successfully modeled.

Each pipe line from the P&ID includes information about the equipment and other elements that Revit uses when modeling. Typically, when you model a generic piping layout in Revit, you need to provide information about size, type of pipe, the system it's assigned to, and so on. When you use P&ID Modeler, the process for modeling pipe lines is streamlined.

Click the Settings icon to locate the P&ID Settings dialog and manage the mappings between elements in the P&ID and the Revit model. Let's start by setting up services on the System Type tab. In this particular P&ID, only one service is used. So, we'll map this P&ID service to a Revit system type.

For the purpose of this video, a General Process system type has been added to Revit. As you model lines from the General Process service in the P&ID, they will be assigned to the General Process system type in Revit. Use the Object Mapping tab to map the pipe elements, accessories, and equipment.

For pipe lines, the Primary Line Segment is the only one that is used in this P&ID. Let's associate this line segment with the CS300 Pipe Type in Revit. Next, let's move on to the Pipe Accessories tab.

You'll notice that some automatic matching has been set up between P&ID pipe accessories class names and Revit families. In this example, the butterfly valve, the check valve, and the gate valve in the P&ID are automatically matched to Revit families. These are highlighted in green. You can always override those, if needed.

For now, we won't make any modifications, so will accept those defaults. Let's follow a similar process on the Equipment tab. Notice the automatic matching between the P&ID equipment class names and the Revit families that are loaded within the project. Again, those are highlighted in green.

Finally, the last group of settings we need to take care of are under Property Matching. Currently, only the P&ID tag property is brought in from the P&ID. You can map the property tag to whatever Revit shared parameter is associated with that particular category.

For example, for Equipment category, we'll use a Revit shared parameter called P&ID Tag. We can use the same one for Pipe Accessories as well. Click OK to accept those changes, and close the Settings dialog. Back in the drawing area, as you start modeling, you'll see how these settings really streamline the process.