I was talking to a client recently who pointed out that some things in P&ID that I find commonplace are new to others. After all, I've been involved with this software for a few releases, but others may be seeing it for the first time. So I figured I'd write some entries on some of my favorite bits of functionality. Today's topic is Substitution Grips.
After you place a component in P&ID (like a valve) and then select it, a special grip that looks like a downward pointing triangle might appear. If you hover over this grip, a tool tip displays saying "Substitute with another Component"
Next, click on this grip to display a palette of other similar components that you can substitute for the current one. As you hover over a symbol in the palette, tool tips help you find the one you are looking for. Simply select any symbol from this contextual palette to substitute it into the drawing. Shown here, I am substituting a Ball Valve (on the palette) for a Globe Valve (currently in the drawing):
After substituting the globe valve with a ball valve, the drawing would look like this.
It's that simple, really. Instead to erasing one symbol, finding the correct one on the tool palette or menu, and inserting it, you can just click on the Substitution Grip and pick the desired symbol. The system does the rest.