To work with custom equipment

To convert AutoCAD objects to Equipment

1. In the Project Manager tree view, right-click the Plant 3D Drawings folder. Click Copy Drawing to Project.
2. In the Select Drawings to Copy to Project dialog box, navigate to and select the DWG file containing the objects you want to convert. Click Open.
3. In the Project Manager, double-click the drawing that contains the 3D model you want to convert.
4. On the ribbon, click Home tab Equipment panel Convert Equipment.
5. In the drawing area, select the objects you want to convert.
6. When you are finished selecting objects, press Enter.
   
7. In the Convert to Equipment dialog box, click the equipment class you want to assign to the object (for example: Compressor) so that the converted object is identified in the Data Manager, on the Properties palette, and in reports. Click Select.
8. To specify the insertion base point, click to place the item in the drawing area.
9. In the Modify Equipment dialog box, on the Equipment tab, do the following:
   • To create a description for the equipment, in the Long Description box, enter a description.
   • To assign a tag to the equipment, click in the Tag box. In the Assign Tag dialog box, in the Type box, enter a type. In the Expression box, enter a unique numeric identifier. Click Assign.
10. In the Modify Equipment dialog box, on the Properties tab, add relevant data for items (such as Manufacturer, Material, Size, and so on).
    
11. (Optional) To use this piece of equipment and its data as a template for other equipment pieces, do the following:
    • Click Templates.
      
    • In the drop-down list, click Save Current Settings as Template.
    • In the Save Template To dialog box, navigate to the location where you want to save this template. In the File Name box, enter a template name. Click Save.
    Note: The file extension for an equipment template is .peqs.
12. In the Modify Equipment dialog box, click OK.

To attach graphics to equipment

1. On the ribbon, click Home Equipment panel Attach Equipment.
2. In the drawing area, click the equipment model to which you want to attach objects.
3. Click the objects you want to attach to the equipment.
4. When you are finished selecting objects to attach, press Enter.

To detach a graphic from equipment

1. On the ribbon, click Home Equipment panel Detach Equipment.
2. In the drawing, click the equipment model that contains an attached graphic.
3. Click Yes to detach all graphics from the equipment model.