Customizing AutoCAD® Plant 3D Isometrics
In this tutorial, you will learn how to customize the isometrics produced by AutoCAD Plant 3D so that they will meet your CAD and engineering standards as well as the standards of your client. This class will walk you through all the steps that are necessary to perform this task and give guidance based on practical experience for best practices for piping isometrics.
At the end of this class, you will be able to:
Understand the Different Customization Options in AutoCAD Plant 3D
Create and Customize a New Isometric Style
Add a Custom Title Block
Modify Isometric Symbols
Joel was technical support/training/application specialist for an AutoCAD® third-party developer called Synthesis. He was also an AutoCAD reseller whose clients included the U.S. Navy, technical colleges, architects, and engineering firms. He is currently a piping technology specialist for Anvil Corporation in Bellingham, Washington, and manages plant design software installations for piping designers, engineers and corporate clients. Joel is a process plant drafting instructor at Bellingham Technical College. He is also a contributor to www.DaveTyner.com and a member of the “Krusty Krew”. Joel studied engineering at the California Institute of Technology.
Email:
Joel Harris: jharris@anvilcorp.com
Ian Matthew: ian.matthew@autodesk.com
(Ribbon Tab: Home → Project → Project Manager Flyout → Project Setup)
Command: PROJECTSETUP
The command above opens the dialog where current project settings can be viewed and modified. Almost all of this class will be spent in the Isometric DWG Settings section of this dialog, which contains 5 sub-sections of customization.
As with all of the 5 isometric customization screens, it is important to always first make sure that you are set to the iso style that you want to modify. This flyout will be located in the top right corner of the dialogs.

An “iso style” is a named container for all of the various settings which determine the content of the isometric drawing. Everything from the title block to the dimensioning and annotation styles are contained within the iso style.
For each isometric style that you create in a project there are separate folders which contain the PCF files, the Quick Isos and the Production Isos. The latter of these documents being the ones published to the project.

Let’s look at the 5 different customization screens:

The Iso Style Setup customization screen contains commands for:
Iso Style Setup – Create or Set Iso Styles
New styles are based upon existing ones
Iso Style Information – General Settings for the Current Style
Isometric or Spool drawing
File Naming – Alphabetic or Numeric
Field Fit Weld Settings
Table Overflow Settings
Spools – Determines Spool Sizing
By Size, By Weight or from Model Settings
Iso Style Paths – Configures Drawing Output Paths

The Annotations customization screen contains controls for:
(All of the above have controls for numbering, enclosures and leaders)
Valve Tag Numbers (Both Control and Manual)
Continuation and End Connection text
Can use model properties (ex:)
Coordinate and Elevation Prefixes

The Dimensions screen controls:
Which of the three dimension types are active in the drawing;
Overall/End-to-end Dimensions
String Dimensions
Locating Dimensions
Individual Component Dimensioning Behavior
Valve Dimensioning Behavior
General Dimension Options
Over constraining dimension chains
Gasket Dimension “ticks”
Dimension offset and stacking distances

The Sloped and Offset Piping customization screen is dedicated to defining:
The Breakpoint for Sloped vs. Angled Piping
Sloped Pipe Annotation
Offset Piping Hatching and Angle Annotation
Dimensioning and Annotation for the Three Types of Offsets
Simple 2D Offsets (Vertical or Horizontal)
Tip: Use the dynamic image panes along the right margin to get a preview of the offset style selected.
Sloped 2D Offsets
Rolling 3D Offsets

This last customization screen is for:
Editing the Title Block via a context-sensitive ribbon menu
Setting the Drawing Template Location
Editing Isometric Symbols
Managing display of
Elbows
Bends
Supports
Existing Piping
Establishing the Breakpoint for Small Bore Piping as it applies to the Iso Themes
On this screen there are two areas worthy of special focus: Setup Title Block and Edit Isometric Symbols. Each of these will launch a special “guided” AutoCAD editing session to perform specific customization tasks. As always, use care and the proper commands when editing these two areas.
Setup Title Block
When selecting this command, the ISO.DWT drawing template is opened and a ribbon named Title Block Setup is activated.

This ribbon contains the following panels and commands:
Isometric Drawing Area
Draw Area (where the iso will be drawn)
No-Draw Area (reserved areas)
Area Visibility (Toggle)
Table Placement & Setup
Bill of Materials
Cut Piece
Weld List
Spool List
Table Setup
North Arrow – Place North Arrow (block name must be North Arrow)
Attributes – Title Block Attributes (opens the block editor modifying Title Block)
Themes – Iso Themes
Layers
Dimension and Annotation Styles
Close
Edit Isometric Symbols
This command modifies the block symbol library in IsoSymbolStyles.dwg.

As with any customization, it is a good idea to have a clear objective as far as what the end result is supposed to look like. It is also wise to have a clear “punch list” of steps to complete a customization. Consider the steps below when endeavoring to setup a custom isometric style in AutoCAD Plant 3D.
AutoCAD Plant 3D Isometric Customization Sequence
Customization Screens
Iso Style Setup
Annotations
Dimensions
Sloped and Offset Piping
Title Block and Display
Template Drawing: ISO.DWT
Title Block: Title Block (required name)