Using drawings external to a project in Plant 3D and Vault

Dragging up a post from way back:

There are 3 types of drawings that will be included when generating orthographic drawings:

  1. Any dwg created through the project manager within the project folder structure (most frequent).
  2. Any xref that is referenced as an attachment
  3. A drawing that is in a project folder that saves drawings outside of the project folder structure.

When using Vault there will be times when you want to use a drawing in orthos that resides outside of your project.  However, currently with Vault and Plant 3d 2016, we cannot create folders that point to locations outside of our project. So we have to use a combination of #1 and #2, instead of option #3.

Create a blank drawing to hold your reference

In this situation, I’m referencing an existing structural model that represents a building already in place.  In this scenario, I won’t edit this particular structure, but I do need it available to show in other piping models, and my orthographics.


Attach the drawing from Vault

In order to pull the drawing in from Vault correctly we need to use a special feature of the xref palette. However, our method of accessing the feature will vary between 2015 and 2016.

In 2015

You have the attach from Vault option.


Note, that if you have not logged into the Vault on your xref palette, you will get this error.




Once you have logged in, use the Attach from Vault option.

In 2016

We don’t have the Vault option on the xref manager. Instead we have to pull in the reference from the Vault ribbon.


Reference the desired drawing as an Attachment

After you start the command, you will pick your drawing.

2015-07-24_9-41-38After picking the model, the xref options dialog will show. Now here is the key step. Make sure the reference type is set to Attachment.



Now you can save the drawing, and check it in.

Using the reference

You can use the same method of attaching from Vault to reference the coordination model (Existing Structure) into a project 3d model. However, in this case you would reference the file as an overlay.



Now when creating orthographics, though, we have a model we can select for inclusion.


And it will show up in our ortho.