Equipment List
Template (Excel)

An equipment list is the master register of every tagged equipment item on a project: pumps, pressure vessels, heat exchangers, compressors, tanks, filters, reactors, and packaged units. For each tag it records service description, P&ID reference, design and operating conditions, materials, applicable code (ASME Section VIII / API 650 / API 660 / TEMA), driver rating, weights, insulation, hazardous area classification, vendor, and datasheet reference. It is the source-of-truth deliverable that feeds piping MTO sizing, electrical load list aggregation, hazardous area classification studies, and SAP PM / IBM Maximo equipment master bootstrap at handover.

At minimum: equipment tag, service description, equipment type, P&ID reference with sheet and revision, plant or unit code, process fluid, design and operating pressure / temperature, material of construction, applicable code, motor or driver rating, weights (empty and operating), insulation class, hazardous area classification, vendor, and datasheet reference. EPC contractors operating in Indian PSU scope add a column for OISD Section reference and any IBR Form IV register link for boiler-scope equipment. The template includes all required columns plus optional vendor PO and ITP closeout columns.

Pathnovo, an engineering document intelligence platform, extracts equipment tags directly from P&IDs and cross-references the corresponding datasheets to populate the rest of the columns. Benchmark: 10,247 tags across 600 P&IDs processed for McDermott with zero QA rejections at handover. Typical project turnaround is 48 hours for the initial batch with 99.5% contractual accuracy on safety-critical fields. Output is configurable to your exact template structure (L&T, Tata Projects, Worley, Technip Energies, Bechtel formats pre-configured). See the P&ID extraction workflow for the full pipeline.

Downstream consumers: piping MTO sizing uses equipment nozzle data to size connecting lines, electrical load list aggregation uses motor ratings to size MCCs and substations, plot plan layout uses weights and dimensions, hazardous area classification studies use process fluid data, HAZOP node definition uses unit boundaries, datasheet population uses process conditions, and SAP PM or IBM Maximo equipment master bootstrap uses the full register at handover. See the engineering handover workflow for the asset-master bootstrap pipeline.

The equipment list is a one-row-per-tag register summarising every equipment item on the project. The equipment datasheet is a one-document-per-tag deep specification covering process design data, mechanical design data, materials, instrumentation, vendor scope, inspection, and testing per ASME Section VIII (vessels), API 650 (tanks), API 660 (shell-and-tube exchangers), or TEMA standards. The list points at the datasheets via the Datasheet Reference column. Both deliverables coexist for the whole project life and must be revision-aligned.

Add a Scope column flagging each equipment row as 'existing', 'modified', 'new-installed', or 'demolish'. Existing rows are still listed so the operating conditions and tie-in references are preserved, but procurement scope only fires from 'modified' and 'new-installed' rows. This pattern is particularly important for Indian PSU refinery revamps where IOCL, BPCL, and HPCL brownfield projects mix existing and new equipment on the same P&ID. The template includes the Scope column.

The list itself is a register, not a code-compliant document. But each row references the applicable code in the Code column: ASME Section VIII Div 1 or Div 2 for pressure vessels per ASME B&PV, API 650 for atmospheric storage tanks, API 620 for low-pressure storage tanks, API 660 for shell-and-tube heat exchangers, TEMA for exchanger TEMA-type designation, and API 619 / 617 for compressors. The Code column drives downstream design responsibilities (vendor vs EPC) and inspection scope per ITP.