To Work with Control Valves in a P&ID Drawing

Add a control valve to a drawing

If the P&ID tool palette is not already displayed, click View tab Palettes panel Tool Palettes.
In the P&ID tool palette, click the Valves tab.
On the Valves tab, under Control Valves, click a control valve.
Do one of the following:
- If you are adding a control valve to a project for the first time, the Control Valve Browser dialog box is displayed. Select a control valve body and an actuator and click OK. A preview is displayed when selecting a body or actuator. In the drawing area, click to place the control valve. When prompted, click again in the drawing to place the annotation.
- If a preview of the currently active control valve body and actuator is displayed, change the body type or actuator. Right-click and select Change Body or Actuator. Click the drawing area to place the control valve. When prompted, click again to place the control valve annotation.
If the Assign Tag dialog box is displayed, do one of the following:
- If you know the tag data you want to enter, enter the information you want displayed in the tag annotation. Click Assign.
- If you do not know the tag data you want to enter, click Cancel. You can add tag information at another time by clicking the Home tab P&ID panel Assign Tag on the ribbon.
To include an annotation, double-click inside the instrument bubble.
In the Edit Annotation dialog box, in the Type drop-down list, select an instrument type. Under Loop Number, enter a loop number.

In the drawing area, right-click the hand valve you want to convert. Click Convert to Control Valve.
In the Actuator Browser dialog box, under Classes, click an actuator type.
Click OK.
The actuator (topworks) is added to the valve, converting the hand valve to a control valve.
If the Assign Tag dialog box is displayed, do one of the following:
- If you know the tag data you want to enter, enter the information you want displayed in the tag annotation. Click Assign.
- If you do not know the tag data you want to enter, click Cancel. You can add tag information at another time by clicking the Home tab P&ID panel Assign Tag on the ribbon.
When prompted to select an annotation location, click to place the annotation.

In the drawing area, click the control valve whose type you want to change.

Two substitution grips are displayed: one for the control valve and one for the topworks.
Do either of the following:
- To change the control valve type, click the lower substitution grip, and in the substitution palette, click an item.
- To change the topworks type, click the upper substitution grip, and in the substitution palette, click an item.
The substituted items are now displayed in the drawing area.