Edit a Standard Drawing Template - Intergraph Smart P&ID - 11 - Help - Intergraph

Before editing one of the standard templates included with the software, you must verify that you are connected to the correct database and that you do not have any drawings open. See Open a Drawing in a Different Database.

1. Open the Smart P&ID Modeler, but do not open a drawing. You can do this by opening Smart P&ID from the Start menu or by closing all open documents if it is already running.

2. In Windows Explorer, find the template (.pid file) that you want to edit and drag it into the Design window.

   

   • Be sure to select a template that matches not only the page size requirements for drawings but also the units of measurement, metric or English, for the plant.

   • The default storage location for templates is specified in Options Manager (in the PID Template Path field of the Settings options). Templates must be saved in this default location in order to be able to update template changes in drawings that use the template.

3. Select the existing border file and select Delete while the pointer is in the Drawing view.

4. Select Edit > Insert > Object.

5. On the Insert Object dialog, make sure that the Link option is selected. Linking the border file ensures that any design changes to the border will be reflected in all drawings where that border appears. You can also clear the Link option to embed the file if you only want changes in the border file to appear in drawings created after those changes were made.

6. Type the path to the border file, an .igr file, in the Create from file box, or select Browse, find the border file, and then select Open. If you want to create custom border files for your drawing templates, use Intergraph SmartSketch. Drawing objects on the background sheet of the .igr file that you want to be included in the border must be copied and placed on the working sheet using SmartSketch prior to inserting the .igr file into Smart P&ID.

7. Select OK.

8. Insert the border file into the correct layer as follows:

   1. Right-click the file, and on the shortcut menu, and select Properties.

   2. On the SmartFrame Properties dialog Info tab, select DrawingBorder from the Layer list.

9. Go to File > Save.

10. Close the template.

11. To update the template changes in an existing drawing using the template, do the following:

    1. Open the drawing in Smart P&ID.

    2. Go to File > Page Setup.

    3. On the Page Setup dialog, from the list of templates in the Standard list, select any other template and select OK.

    4. Open the Page Setup dialog again and reselect the template that you modified.

    5. Select OK and then select the close box to close the Page Setup dialog.

12. Exit Smart P&ID.

For more information about editing other properties of a drawing template or creating a new template, see Create a Drawing Template.