Instrument index Excel template.
The master register of every instrument on the project, one row per tag, with its type, signal class, loop, drawing, vendor, model, range and datasheet reference.
- ATag Number
- BService / Description
- CType
- DSignal ClassAIAODIDON/A
- ELoop Number
- FP&ID Drawing
- GPage
- HManufacturer
- IModel
- JRange
- KProcess Connection
- LLocation
- MDatasheet Ref
- NNotes
Frozen header, auto-filter on every column, 48 blank rows ready to fill. No macros.
Every column, defined.
Fourteen columns, in the order the sheet carries them. Signal class is a dropdown; everything else stays free text, so tags written to any drawing standard fit.
| Col | Column | What goes in it |
|---|---|---|
| A | Tag Number | ISA tag (FIT-101, PT-102, XV-401) |
| B | Service / Description | What the instrument measures or controls |
| C | Type | ISA letter group (FIT, PT, LSH, XV) |
| D | Signal Class | AI, AO, DI, DO, or N/A |
| E | Loop Number | Control loop the tag belongs to |
| F | P&ID Drawing | Drawing number where the tag appears |
| G | Page | Page within the drawing set |
| H | Manufacturer | Vendor (Rosemount, Endress+Hauser, ...) |
| I | Model | Model or part number from the datasheet |
| J | Range | Measurement range (0-500 GPM) |
| K | Process Connection | Connection class (1" 150# RF, 1/2 NPT) |
| L | Location | Mounting (Field, Panel, JB-101) |
| M | Datasheet Ref | Cross-reference to the ISA-20 datasheet |
| N | Notes | Additional context or flags |
Instrument index or I/O list.
Two registers that start from the same tags and answer different questions. Most projects need both, kept on one tag set.
| Instrument index | I/O list | |
|---|---|---|
| Lists | Every instrument on the project, wired or not, local gauges and sight glasses included | Only the signals wired to the control system |
| One row per | Instrument tag | I/O point, with its signal class |
| Carries | Vendor, model, range, process connection, mounting and the datasheet reference | Signal class, range, protocol, and whether the point is SIS or BPCS |
| Read by | Procurement, installation, commissioning and maintenance | Controls engineers sizing I/O cards and building the tag database |
The same index, built from your drawings.
Upload the P&ID set and the instrument index comes back built from it, every row traceable to the sheet it came from.
Common questions
What is an instrument index?
An instrument index is the master register of every instrument across a facility, one row per tag, with type, signal class, loop number, the P&ID it lives on, manufacturer, model, range, mounting location, and a reference to the per-instrument datasheet. It is the document PLC and DCS teams hand to commissioning, and it is the source of truth used to size I/O modules and reconcile against vendor packages.
What columns are in this template?
Fourteen columns: Tag Number, Service / Description, Type, Signal Class, Loop Number, P&ID Drawing, Page, Manufacturer, Model, Range, Process Connection, Location, Datasheet Ref, Notes. Signal Class is a dropdown (AI / AO / DI / DO / N/A). Auto-filter is enabled on every column and the header row is frozen.
Can I edit the template in any spreadsheet tool?
Yes. The format is plain .xlsx and opens in Excel, Google Sheets, and LibreOffice.
Can I extend the template for a larger project?
Yes. The template ships with 48 blank rows. Add rows beneath the example row and the formatting, dropdowns, and auto-filter range carry through. For larger facilities (~500+ tags) the structure still holds, paste in your tags and the column types stay valid.
How is this different from extracting straight from a P&ID?
The template is a manual starting point you fill yourself. Tagsight reads the instrument index from your P&ID set instead, and the engineer completes what the drawings do not carry from the datasheets.
What does the Type column carry?
The ISA-5.1 function letter group, for example FIT for flow indicating transmitter, PT for pressure transmitter, LSH for level switch high, XV for on-off valve. The template does not enforce the type values because non-ISA dialects (KKS, NEN Dutch HVAC, IEC 81346, in-house) use different letters; the column accepts free text so the schema works across drawing standards.
Run it on your drawings.
Upload a P&ID set instead and review the instrument index Tagsight reads from it, every row traceable to its sheet.