Engineering templates.
15 Excel workbooks and 3 printable reference cards for the documents instrumentation, process safety, electrical and mechanical teams issue on every project. Each opens with its real columns, dropdowns where the values are fixed, and no macros.
Instrumentation and controls
- I/O listEvery instrument tag classified by signal type, the list PLC and DCS teams size I/O modules from.
- Instrument indexThe master register of every instrument, with vendor, model, range and datasheet reference.
- Cable scheduleEvery field cable from the instrument to the panel or junction box, with type, cores and length.
- Loop sheetThe loop folder index: one row per control loop, with its drawings and datasheet references.
- Junction box scheduleOne row per terminal: strip, wire, cable and the instrument it serves.
- ISA-20 datasheetThe per-instrument specification form, one sheet per tag, in the ISA-20 sections.
- Loop checkThe commissioning record: calibration, loop test and control-system check, signed off per loop.
Process safety
Mechanical, piping and HVAC
- Equipment listEvery tagged equipment item with its service, ratings, materials, vendor and datasheet reference.
- HVAC equipment scheduleEvery air-handling, heating and cooling unit with its airflow, capacities, motor and controls reference.
- Line listEvery numbered line with its size, spec, service, design conditions and the equipment at each end.
- Valve listEvery valve, manual and actuated, with body type, materials, actuator and fail position.
Electrical
Reference cards
- ISA 5.1 cheat sheetAll 26 ISA 5.1 first letters with their common succeeding letters, on one card.
- MOC checklistThe checks a P&ID revision passes before it reaches the field, signed off gate by gate.
- P&ID symbol cheat sheetThe instrument bubbles, valve bodies and primary elements a P&ID draws, each with its name.
Also on the site
Common questions
What engineering templates are available?
Pre-formatted Excel templates covering the documents a typical project ships: I/O list, instrument index, cable schedule, loop sheet, junction box schedule, ISA-20 instrument datasheet, HAZOP worksheet, SIL calculation, equipment list, line list, motor list, MCC schedule, HVAC equipment schedule, valve list, and commissioning loop check. Each template carries the column schema, signal-class validation dropdowns, auto-filter, frozen header, and a worked example so engineers can start typing or pasting tags without rebuilding the file from scratch. Alongside them are three one-page printable references: the ISA 5.1 letter cheat sheet, the P&ID symbol cheat sheet, and the management-of-change checklist.
Do the templates contain macros or tracking?
No. Each template is plain Excel (.xlsx) that opens cleanly in Microsoft Excel, Google Sheets, and LibreOffice, with no macros, no add-ins, and no tracking pixels in the file.
What standards do the templates follow?
The I/O list and instrument index follow ISA-5.1 tag and signal-class conventions. The cable schedule covers signal-type fields (4-20 mA, HART, fieldbus, 24 V DC) consistent with IEC 60364 instrumentation wiring. The loop sheet follows ISA-5.4 loop-diagram identification. The JB schedule supports IEC 60757 and project-specific wire colour codes. The instrument datasheet follows the ISA-20 vertical form structure with eight sections (Identification, Process, Signal, Mounting, Final Element, Vendor, References and Notes).
How is a template different from extracting straight from a P&ID?
The templates are manual starting points you fill yourself. Upload a P&ID set instead and review the registers Tagsight reads from it, every row traceable to its sheet.
What file format do the templates use?
Plain Excel .xlsx with frozen header row, auto-filter on every column, signal-class data validation (AI / AO / DI / DO / N/A), set column widths, and 48 pre-formatted blank rows below a single worked-example row. The datasheet uses seven sheets per workbook (one blank form, one worked example, five blank duplicates).
Run it on your drawings.
Upload a P&ID set instead and review the registers Tagsight reads from it, every row traceable to its sheet.