Templates and Workbook - Developing Flowsheets and P&ID's

Developing Flowsheets and P&IDs — Companion Template Pack and Workbook

Turn the principles in Developing Flowsheets and P&IDs: A Practitioner’s Handbook into practical, repeatable project documentation.

This companion pack contains five professionally structured, fully editable Microsoft Word templates developed for mineral process engineers, metallurgists, project engineers, designers and technical reviewers. The templates support the development, checking, revision and final handover of flowsheets and P&IDs throughout the project lifecycle.

Included Templates

1. Flowsheet and P&ID Design Basis Template
2. Establish project scope, process criteria, drawing standards, numbering conventions, interfaces and approval responsibilities.
3. BFD and PFD Development Review Checklist
4. Review block flow diagrams, process flow diagrams, stream information, mass balances, utilities and drawing completeness.
5. P&ID Multidiscipline Review Checklist
6. Coordinate process, piping, mechanical, instrumentation, electrical, control, safety, operability and maintenance reviews.
7. Drawing Revision and Change Control Record
8. Document drawing changes, reasons for revision, affected systems, technical impacts, approvals and implementation status.
9. Redline, As-Built and Handover Certificate
10. Control field redlines, verify final documentation and formally record the transfer of accurate as-built information to operations.

Practical Benefits

The templates help project teams:

• Apply a consistent engineering review process
• Improve drawing quality and traceability
• Identify omissions before procurement or construction
• Coordinate inputs from multiple engineering disciplines
• Maintain an auditable revision history
• Reconcile drawings with supporting registers
• Strengthen redline, as-built and handover control
• Reduce the risk of working from incomplete or superseded information

Each document includes structured tables, checklists, action fields, revision records and signature sections. They can be adapted to suit company standards, project requirements and client procedures.

File Format

• Five editable Microsoft Word documents
• Supplied together in one downloadable ZIP file
• Ready to customise, print and reuse
• No specialist software required beyond a compatible Word processor

These templates complement the handbook but can also be used independently as practical project-control tools.

Build clearer drawings. Conduct better reviews. Maintain a coordinated and trustworthy engineering document set.

These templates are provided as practitioner aids and should be adapted and verified against applicable project specifications, client standards, codes and statutory requirements.