1. System setup, menus, and controls - Basic user interface and the use of configuration files to maintain project standards and company uniformity
• Starting CADWorx P&ID
• Startup Options
• Menus (Pulldown, Toolbars, Palettes, and Aliases)
• P&ID Setup
  • Size
  • Specification
  • Border
  • Layers
  • Configuration files (startup settings and file locations)
  • Annotation
  • Equipment Tagging
  • Text size
  • Miscellaneous (Bubbles and Snap)
2. Drawing without a Database - CADWorx P&ID (Professional) can be used with or without a database.  The first drawing will be created without a database and later added to a project with a database.
• Use setup from #1
• Equipment placement
  • Exchanger
  • Vessel
  • Pumps
• Equipment tagging
• Draw Process Lines
• Tag Process Lines
• Add instrumentation
  • Instruments
  • Lines
  • Combining
  • Editing
• Add and edit Valves
3. Create a Project with a Database- Project databases can be easily created at anytime.  All drawings that reside in the project folder can be added to the project.  Users will discover that working in a project environment is easier and more productive.
• Start from desktop
• Startup option - New Project
  • Create Access database
  • Edit a table
• Add drawing from #2 to project
• Setup Line Numbering and Instrument Loop Numbering
• Edit existing Lines
  • Combine line
  • Add new data
• Nozzle placement
• Complete instrumentation and valve placement
• Flow Arrows
• Placement of LINKS (Off-sheet connectors)
• Tagging Process Lines
4. Drawing with Database - Create a new drawing in a project environment.
• Start and setup a new drawing in the project
• Add Equipment
  • Vessels
  • Pumps
• Route process lines and add data
  • Drop Down List setup
• Construct a control station and turn it into a custom symbol
• Add instrumentation, valves, nozzles, etc
• Add Links, Flow Arrows, and Line Annotation
• Link to previous drawing (#2) using off-sheet connectors
• Create a new symbol section for custom symbols
  • Add command button to toolbars to drive new section
• Edit existing project database
5. Loops - Create loop diagrams using template drawings and custom tables.
• Review Templates and Keywords
• How it all works
• Create a Loop Table
• Edit data in table
• Extract Loop drawings
6. Reports - Using Microsoft© Access to create queries, forms, and reports.
   • Use existing project database
   • Review data and example queries, forms, and reports
   • Create a new Query
   • Create a new Form
   • Create a new Report

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