PFD and P&ID Templates - SmartSketch - Help

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You use these schematic templates to produce process flow diagrams according to accepted industry standards.

  • PFD (Intergraph) Template - This template is set up to be a schematic template to create process flow diagrams. The default symbol set is a subset of the Intergraph SP2D symbol set. The delivered set draws most PFDs. If you need other Intergraph symbols, you can copy them from the P&ID (Intergraph) symbol set.

  • PFD ANSI Template - This template is set up to be a schematic template to create process flow diagrams based on ANSI Process Flow Standards. ASA Z32.2.3-1949.

  • PFD ISO Template - This template is set up to be a schematic template to create process flow diagrams based on ISO Process Flow Standards. (General Rules—Flow Diagrams for Process Plants - ISO 10628)

  • P&ID (Intergraph) Template - This template is set up to be a schematic template to create process flow diagrams and P&ID diagrams. The symbol set is the Intergraph SP2D symbol set, consisting of approximately 1000 symbols. You can reconfigure the symbol locations and directories to your specification for easy location.

PFD and P&ID Workflow

You should create schematic drawings with Maintain Relationships cleared.

Set up the sheet.

  1. Select an appropriate sheet size and scale that allow you to draw the schematic drawing. The default scale is 1:1, which is appropriate for the symbol sizes.

Place symbols.

  1. Drag in the major components of the PFD and place them at locations on the sheet.

  2. These components usually include vessels, pumps, and heat exchangers.

  3. You can use two methods to place multiple copies of the same symbol:

    • Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol.

    • Press Ctrl as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down Ctrl. Once you have placed the first symbol, you can release Ctrl and use the left mouse button to place multiple copies of the symbol.

Enter attribute information for the individual components.

  1. To enter data in the attributes, select the symbol and add the information in the Attribute Viewer.

Attach nozzles to major equipment.

  1. Nozzles are automatically aligned and can be placed anywhere on the major equipment.

  2. From the Schematic toolbar select Connector.

  3. Connect the major components together at the locations you want on each symbol.

    • Each symbol has predefined connect points; however, the connector can connect to any graphic location on the symbol.

    • The connector routes itself away from the original symbol and toward the target symbol.

    • You can attach connectors to connectors.

    • A connector being placed or modified can have its starting or ending point anywhere along another connector.

Set connector flow direction at any time.

  1. There are two methods to set the flow direction:

    • When you place the connector, you can use the options on the connector toolbar to select the starting and ending terminator for the connector.

    • You can drag an arrowhead symbol from the browser and connect it to the end of the connector.

Drag inline symbol components such as valves onto the connectors.

  1. The valve symbols have automated aligning turned on. This means that the valve automatically aligns to the direction of the connector.

  2. Note that the valve is placed on top of the connector and hides the portion of the connector that the valve covers.

To associate a text box with a symbol that does not already have associated text.

  1. Double-click the symbol.

  2. Then, type in text.

    • Moving the symbol causes the text to move and maintain its relative location to the symbol.

    • If a symbol already has associated text, double-clicking the symbol allows you to edit the text.

  3. After you have placed components and connectors, you can modify the symbols and/or connectors by selecting and dragging them to a new location.

    • You can select and drag multiple symbols to a new location.

    • You can select and modify single connectors.

    • You can adjust segments of connectors to new locations or move and reattach endpoints.

The following symbol sets aid in schematic drawings of PFDs and P&IDs.



P&ID (Intergraph)

Intergraph Symbol set containing symbols needed for creating PFDs, P&IDs, and Material Handling drawings.

PFD (Intergraph)

Symbol set that is a subset of the P&ID (Intergraph) set. Symbols are adequate to create most PFDs. Other symbols from P&ID or other symbol sets can be copied to the PFD folder and are displayed for selection.

PFD (ISO Standard)

Symbol set based on the ISO 10628 standard. General rules for flow diagrams for process plants.


Symbol set based on ASA Z32.2.3-1949 ASME Y32.2.2.3 Graphical symbols for pipe fittings, valves and piping.

To use this functionality, you must install the Process Solutions option.

See Also

Drawing Basic Elements
Drawing Connectors
Create a Template