Plant 3D
Foundations + P&ID + Data Manager
Module 1:
Introduction to Plant Design & Plant 3D Concepts
- Overview of Plant Design Workflow
- Understanding Plant 3D Capabilities
& File Types
- Project Structure and Folder
Organization
- Where Specs Fit into the Plant 3D
Environment
Module 2:
Plant 3D Interface & Project Manager
- User Interface Navigation
- Workspaces, Tool Palettes, and
Properties
- Creating and Managing Projects
Module 3:
P&ID Fundamentals
- Introduction to P&ID Workflow
- Symbols, Annotations, and Tagging
- Working with Lines, Equipment,
Valves & Instruments
- Understanding Spec-Driven Symbols
Module 4:
Data Manager Essentials
- Understanding Data Relationships
- Editing Component Data
- Validations and Consistency Checks
- Working With P&ID & 3D
Properties
3D Modeling
+ Introduction to Spec Editor
Module 5: 3D
Navigation & Modeling Basics
- 3D View Controls and UCS Basics
- Model Organization and Drawing
Types
Module 6:
Equipment Modeling
- Inserting Standard Equipment
- Editing Equipment Properties
- Creating Simple Custom Equipment
Module 7:
Piping Design Basics
- Understanding Spec-Driven Piping
- Routing Pipes (Horizontal,
Vertical, Sloped)
- Adding Fittings, Joints, and Valves
- How Specs Influence Routing
Behavior
Spec Editor
& Spec Creation
Module 8:
Introduction to Spec Editor
- Opening Spec Editor in Trial
Version
- Understanding Spec Structure
- Relationship Between Spec - Catalog - 3D Routing
- Navigating Spec and Catalog Windows
Module 9:
Basic Catalog Editing
- Viewing Catalog Families
- Editing Basic Component Properties
- Importing Simple Vendor CSV Data
- Adding Simple Catalog Items
Module 10:
Creating a Simple Custom Spec
- Creating a New Spec from Existing
Template
- Adding/Removing Standard Components
- Editing Materials, Schedules &
Property Fields
- Setting Up Size Ranges & Basic
Constraints
- Running Basic Validation Checks
- Saving and Applying Specs in a
Trial Project
Using Specs
in 3D, Deliverables & Final Evaluation
Module 11:
Using Custom Specs in 3D Modeling
- Applying the Custom Spec to a Trial
Project
- Testing Pipe Routing with Modified
Spec
- Identifying Missing Items &
Conflict Handling
- Trial-Safe Testing of Spec Behavior
Module 12:
Deliverables — Orthographic Drawings
- Creating Orthographic Views
- Adding Dimensions and Annotations
- Generating Ortho Sheets
Module 13:
Deliverables — Isometric Drawings
- Generating Isometric Drawings
- Basic Iso Style Adjustments
- Exporting for Review or Printing
Module 14:
Data & Reporting Tools
- Working with Tagging and Properties
- Generating Line Lists, Equipment
Lists & Reports
- Exporting Report Data
Module 15:
Final Evaluation & Review
- Summary of Best Practices
- Q&A
