Equipment List Live Masterlist - P&ID

[eschreiberRRLK6]

Hello,

Our team is looking for ways to improve how we handle equipment lists. Our goal is to have one complete master spreadsheet that contains all project equipment and instruments and their various properties. It needs to be updated easily as the project design progresses.

We use plant 3D for creating our P&IDs. We have some projects saved on OneDrive and some on Autodesk BIM360. We have in the past experimented with exporting project data from the data manager (DM), editing it, and importing it back into the DM. This works okay but has a few limitations, one of which is the equipment list in the DM just shows the properties that are universal for all equipment, not properties specific to subcategories. e.g. to output a list with the “flow capacity” properties for a compressor, we would need to export the compressor list separately. This is tedious. Additionally, we can export child nodes, but it appears we cannot import child nodes, which again would take a lot of time to keep that info in plant 3D up to date.

Is there a way to directly find and edit the Plant 3D project equipment data and use that as our master spreadsheet so everything stays up to date? I also heard that a SQL server could be useful in this regard, but I do not know how to use that at all right now.

We are open to thoughts and suggestions.

[PADAGAX]

Sounds like you have two separate issues. If you need master spreadsheets, I would be looking at report creator. If you need to batch edit data and reimport then data manager is the way to go. You can customize views for both to simplify your tasks.

[h_eger]

@eschreiberRRLK6 ,

I have one point about SQL-Server it makes no difference for your task whether you use SQLite or SQL-Server - they are DB systems that are supported by P3D.

Furthermore, project storage on OneDrive is not supported by P3D.

We use the PlantDataManager from auxalia so we no longer need exported lists because the PlantDataManager always reads and displays the updated data from the database directly.