Visio2002: How to Standardize Process Engineering Data (301658)

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If you manage or document process engineering projects, it is likely that you have standard data (such as manufacturer, model, material, and inventory number) that you associate with each component you add to your project diagrams.

In Visio Professional 2002 process flow or piping and instrumentation diagrams, you can quickly create standard sets of data and apply these sets to the components your diagrams include.

You can also apply the standard data sets to shapes on stencils so that components you include in future diagrams automatically have the data set attached.

After you create standard data sets for components in your diagrams, you can add data values for each component and extract the data into equipment lists and other reports.

Create a Standard Set of Data for a Component

Each component in a Visio Professional process engineering diagram has a default data set already assigned. You can quickly create a new set that includes your own standard data or you can modify the existing data set.

NOTE: In Visio Professional, data sets are also referred to as custom property sets.

To Modify a Data Set

After you create a data set, you can modify it by adding, deleting, or renaming data fields.

Apply the Data Set to Components in Future Diagrams

After you have a standard data set in place, you can easily apply the data set to components in any future diagrams you create. By adding the data set to shapes on stencils, you can bring the data set into a diagram each time you drop a shape on the drawing page.

NOTE: If the diagram you drop a shape into already contains a data set with the same name as your standard data set, properties from the existing data set will replace your data set's properties in the shape. To avoid having your data set properties overwritten, give the data set a unique name.

By applying a data set to the pumps on this stencil, you can avoid having to re-create the data set each time you add a pump to a new diagram.

Add Data Values to Components in Your Diagrams

The purpose of creating a data set is to allow you to add specific data values to components in your diagram so you can extract the data in the form of component lists and other reports. After you apply your data set to the appropriate components in your diagram, you can quickly add data values using the Custom Properties window.

Generate a Component List Based on the Data

From the data values stored in data sets associated with the components in your process engineering diagrams, you can generate component list reports that allow you to track and identify all the components involved in a project.

Before you generate a component list report, you must define which components you want to report on and which data associated with the components you want the report to include.