How to Create a P&ID in Visio

Edraw Content Team
Do You Want to Create Your P&ID Diagram?

The Piping & Instrumentation Diagrams (P&ID) are created to graphically illustrate the piping and related components of any instrumentation process flow. In this article, we will help you create P&ID in Visio and an easier way.

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What is P&ID? The Piping & Instrumentation Diagrams (P&ID) are created to graphically illustrate the piping and related components of any instrumentation process flow. Students and professionals from the engineering departments use P&IDs to graphically illustrate the process industry to show the piping and process equipment together with the control and instrumentation devices. If you are into electrical engineering or from a piping and instrumentation background, you would be responsible for creating different P&IDs per your company's requirements.

In this article, we help you create P&ID in Visio. We will also navigate you to the process of creating complex P&IDs using free templates and symbols provided by EdrawMax. We have also laid out several comparison factors between Visio and EdrawMax that help you decide why EdrawMax is considered the best alternative to Visio when creating complex P&IDs for your company.

Create a P&ID in Visio

1. How to Create a P&ID in Visio

  • Launch Visio and Select Template:
  • To create P&ID drawings on Visio, you should launch the application on your system. Now, select piping and Instrument template by clicking on New. Once you have chosen the diagram, click on the create option.

    Create a P&ID in Visio

  • Choose Equipment:
  • The P&ID diagrams show the connections between equipment pieces. You can consider multiple shapes for that. The Panel on the right side has varied shapes, which you can use in making P&ID drawings. You should get the required shapes from the Shape category and drop them on the canvas. After you are satisfied with the positions of the equipment, use pipelines to set the connections between the instruments.

    Create a P&ID in Visio

  • Place the Pipelines and Select Valves:
  • Take pipelines from the Pipeline category and set them at the end of one instrument. You can connect this one with another by dragging the end of the pipeline to the other instrument. After setting the connection between the two pieces of equipment, the endpoint turns green.

    When the pipelines and instruments are connected, add valves to your P&ID diagram by selecting them from the Valves & Filling section. Select the valves of your choice and then drag them to the canvas. You need to choose the positions of the valves and place them. You will see green squares appearing, depicting the successful positioning of the valves on the pipelines. You can take other additional instruments from the Instruments section and add them to the canvas according to your requirement. You may modify and resize the shapes as per your choice.

    Create a P&ID in Visio

  • Add Data:
  • Once you finish the instruments and pipelines, you need to add data. Go to the Data Tab for that. Now, click on the "Shape Data Window." After selecting the shapes for adding data, type out their values. You can choose other actions like renumbering components, altering their positions, and applying property to generate a professional-level error-free P&ID drawing. After you are satisfied with the P&ID diagram, go to the File tab and "Save" it for future use.

    Create a P&ID in Visio

How to Create a P&ID in Visio:
  • Launch Visio and Select Template;
  • Choose Equipment;
  • Place the Pipelines & Select Valves;
  • Add Data;

2. How to Create a P&ID in EdrawMax

EdrawMax is a diagramming tool, well equipped with all the required features to create a unique P&ID. Follow the steps below and start creating the P&ID that you can later export in multiple formats.

Step1 Open EdrawMax & Login

The very first step that you need to follow is to install EdrawMax in your system. Go to EdrawMax Download and download the P&ID maker software depending upon your operating system. If you need remote collaboration with your office team, head to EdrawMax Online and log in using your registered email address.

Create a P&ID in EdrawMax

Step2 Select a Template

If you want to create a P&ID from templates, head to the 'Templates' section and search for 'P&ID,' the system will produce several BPMN diagram templates ready for you to work on. Click on any template, followed by 'Use Immediately' and import it to your EdrawMax dashboard.

Create a P&ID in EdrawMax

Step3 Create From Scratch

If you have expertise in creating P&ID, head to 'Industrial Engineering' that you will find under the 'Engineering' diagram type on EdrawMax's main dashboard. Here you will find different industrial engineering diagrams, like Process P&ID, Utility-Generation P&ID, Environmental P&ID, Auxiliary System P&ID, Process Flow Diagram, Distribution P&ID, and more. Click on the one that resonates with your current diagram requirement. Upon clicking, you will see several templates and a plus sign; click on the latter to head directly to the dashboard from where you can create a P&ID from scratch.

Create a P&ID in EdrawMax

Step4 Add Symbols & Components

EdrawMax comes with vector-enabled symbols that help in creating P&ID. On the left of your screen, you will see P&ID symbols. Select from P&ID Ductwork, P&ID valves, P&ID valves symbols, P&ID flow meters, P&ID industry, P&ID material handling, P&ID plant facilities, P&ID computer keys, P&ID process cooling, P&ID process heating, and more to start creating your P&ID diagram from scratch. If you have imported a Visio P&ID or duplicated a template from the template community, you can customize it as per your requirements. From adding different P&ID symbols to modifying them by adding different piping and industrial notations, you can customize the content of your existing theme to the fullest.

Create a P&ID in EdrawMax

Step5 Export & Share

Once you are happy with your P&ID diagram, you can export it into multiple formats, like HTML, PDF, JPEG, PNG, SVG, and more. You can even export P&ID in Visio and other Microsoft formats, like Word, Excel, and PPTX. EdrawMax also allows you to share the P&ID file on multiple social media platforms, like Facebook, Pinterest, and Line.

Create a P&ID in EdrawMax

Basically, it is simple to create a P&ID in EdrawMax. Just grab a template, keep customizing, drag and drop professional P&ID symbols to make your drawings better. If you are still confused about how to draw a P&ID in EdrawMax, just check the video below.

3. EdrawMax vs. Visio

Creating P&ID is a humongous task; if you create it on the wrong tool, you will lose time, money, and other resources. Here are some of the most common comparison factors between Visio and EdrawMax when creating complex diagrams.

  • Most users face issues when they create complex diagrams in Visio because of the performance and formatting. EdrawMax can handle complex diagrams with utter ease, and since the entire software is built on vectors, you do not have to worry about formatting.
  • If you are an Apple customer, you will find it difficult to access P&ID if they are created in Visio. EdrawMax is available for Windows, macOS, and Linux.
  • Visio is substantially costly, as you must renew your license yearly. EdrawMax's yearly renewal price is way less than Visio's. Furthermore, the one-time lifetime fee is considerably cheaper than Visio's yearly renewal license.

Creating a P&ID would be difficult if you cannot access the right symbol library. Fortunately, EdrawMax has over 26,000 vector-enabled symbols that help create some amazing diagrams. Some of the most common P&ID symbols that are available at EdrawMax are:

  • PID Ductwork: Straight Duct, Miter Bend, Junction Up, Junction Bottom, Beveled Junction
  • PID Valves Symbols: Ball Valve, Check Valve Horizontal, Check Valve Vertical, Plastic Swing Check Valve, Motor Valve
  • PID Industry: Asphalt Mixture Tank, Animal Manure Lagoon, Chariot Liquid Slag Pool, Mother Liquor, Mother Liquor Tank
  • PID Material Handling: Advanced Classification System, Hero-Mechanical Conveyor, AGI Mixer, Air Swept Pulverizer, Compact Spray Dryer
  • PID Process Cooling: Absorption Chiller, Chiller, Cold Generating Chiller, Cooling Tower, Natural Gas Refrigeration System

EdrawMax has over 25 million registered users who constantly update the Templates Community. You can find user-generated templates of over 280 diagram types in this template community. Some of the most common and most used P&ID templates you can easily duplicate are The Freezer Machine P&ID, Valves P&ID Symbols, Compressor P&ID Symbols, Heat Exchangers P&ID, AA Controls P&ID Symbols, Wastewater Treatment Process, and more.

Comparison of P&ID Features

Essentials

Visio

Edraw

Free or not

1-month trial

Freemium

Diagram Types

42+

280+

Symbols

5,000+

26,000+

Examples & Templates

20+

1,500+

Languages

98

11 (English, French, German, Japanese, Spanish, Italian, Portuguese, Russian, Korean, Simplified Chinese, Traditional Chinese)

Pricing

$309.99 (one-time Standard); $579.99 (one-time Professional)

$245 (one-time); $312 (one-time, bundled with EdrawMind and EdrawInfo)

Runs On

Win and Web

Win, Mac, Linux, and Web

Diagrams, Templates, and Symbols

Visio

Edraw

P&ID

Org Chart

Network Diagram

Process Flow Diagram

P&ID and P&ID Diagram

P&ID

Office Layout

P&ID

Only Professional Available

HVAC Plan

Only Professional Available

Piping and Instrumentation Diagram (P&ID)

Only Professional Available

Rack Diagram

Only Professional Available

Azure and AWS Diagram

Only Professional Available

Business Process Model and Notation (P&ID)

Only Professional Available

Entity Relationship Diagram (ERD) and UML Diagram

Only Professional Available

Concept Map

Infographic

Emergency Exit Plan

Presentation

Template Community (A user-generated platform for creating & discovering templates)

Symbol Library (Create your own symbols and import symbols from external sources)

Features

Visio

Edraw

Infinite canvas and Multipage documents

Shape drawing & text tools

Position, alignment, and formatting tools

Custom diagram theme

Insert pictures, hyperlinks, notes, comments, and attachments

Custom diagram watermark

Insert QR codes

Area auto-calculation (P&ID)

Cloud Storage

Formula editor

Encrypt files

Auto formatting

Focus mode

Custom Shortcut keys

Version History

File Recovery

Import & Export

Visio

Edraw

Import from Visio and Visio Stencils

Import from SVG

Export to Visio

Export to PDF, SVG, HTML, and Graphic Files

Export to Microsoft Word, Excel, and PowerPoint

Export to EPS

4. Free P&ID Software

Creating P&IDs can be difficult if you do not have the right resources. Thankfully, EdrawMax is built by professionals who know the importance of templates and symbols. Some of the amazing features of this free P&ID software are:

  • EdrawMax offers over 26,000 vector-enabled symbols that help create complex P&ID and other diagrams.
  • This free P&ID software can easily import Visio files to modify the components. Once satisfied with the work, you can export the P&ID in Visio format again for better collaboration with your team members.
  • With this free P&ID software, you can easily create complex diagrams - all thanks to the 1,200+ templates that come with every registered EdrawMax account.
  • All the files exported from EdrawMax are platform-independent. You can create a P&ID in macOS only to access it in your Windows PC system and vice versa.
  • EdrawMax's online version provides you with cloud storage and real-time team collaboration.
edrawmax logoEdrawMax Desktop
Create over 280 types of diagrams
Windows, Mac, Linux (runs in all environments)
Professional inbuilt resources and templates
On-premises software for business
Enterprise-level data security
edrawmax logoEdrawMax Online
Create over 280 types of diagrams online
Access diagrams anywhere, anytime
Templates Community
Team management and collaboration
Personal Cloud and Dropbox Integration

5. Final Thoughts

The Process & Instrumentation Diagram (P&ID) is important in depicting how different process equipment is connected. With the help of correct P&ID symbols, one can identify the flow, information about the safety & control system, and other piping and instrument details of any complex system. Microsoft Visio can be used to create P&ID, but as you saw from this article, the lack of templates creates issues for beginners and professionals.

Instead of creating P&ID from scratch, you can use templates offered by EdrawMax and customize them to the fullest. Once satisfied with the components you have added to your P&ID, you can later export it into VSDX format, making the collaboration with your team members smoother and faster. With this free P&ID software, you do not have to worry about losing the styling or major components of your piping and instruments. So, stop using complex tools and go with EdrawMax to create wonderful and professional-looking P&ID.

Cisco network diagram image

P&ID Complete Guide

Check this complete guide to know everything about the P&ID, like P&ID types, P&ID symbols, and how to make a P&ID.

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