Instrument Index
Template (Excel)
Free instrument index template for EPC projects. Standard columns for tag numbers, instrument types, P&ID references, loop assignments, and safety classifications. Or let Pathnovo auto-populate it from your P&IDs in 48 hours.
Tag Number
Instrument Type
Service Description
P&ID Reference
Loop Number
Location
Range
Material
Process Connection
Signal Type
Safety Classification (SIL)
Datasheet Reference
48 hrs
vs 8 weeks manual
99.5%
accuracy SLA
100
free trial credits
What is an instrument index?
An instrument index (also called an instrument schedule or instrument list) is a register of every instrument on a project: tag number, instrument type, service description, P&ID reference, loop assignment, range, material, process connection, signal type, safety classification (SIL), and datasheet reference. It is a mandatory EPC deliverable and the foundation for procurement, DCS / PLC / SIS configuration, commissioning, and operational handover to SAP PM / Maximo.
How do I use this instrument index template?
Download the Excel template, populate it with your project instrument data, and use it as the basis for procurement RFQs, I/O list generation, control system configuration, C&E matrix verification, commissioning checks, and handover documentation. Or, let Pathnovo auto-populate it from your P&IDs in 48 hours with 99.5% contractual accuracy. See /solutions/instrument-index-automation for the full workflow.
Can Pathnovo auto-populate this template from P&IDs?
Yes. Pathnovo extracts instrument data from your P&IDs and populates this template automatically. Reference benchmark: 10,247 tags across 600 P&IDs processed for McDermott with zero QA rejections at handover. Typical project turnaround 48 hours for initial batch. Output is customisable to your exact template structure (L&T, Tata Projects, Worley, Technip Energies, Bechtel, Aramco SAEP formats pre-configured).
What columns does the template include?
Tag number, instrument type, service description, P&ID reference with sheet and revision, loop number, physical location, calibrated range, material of construction, process connection (size, rating, type), signal type (AI / AO / DI / DO / HART / Foundation Fieldbus / Profibus), SIL classification per IEC 61511, and datasheet reference. Additional optional columns for manufacturer, model number, serial number, calibration date, and installation date supported.
Is this template compatible with Hexagon SmartPlant Instrumentation or AVEVA Instrumentation?
Yes. The column structure maps directly to SmartPlant Instrumentation (SPI) import format and AVEVA Instrumentation import format. For operators already running SPI or AVEVA, Pathnovo can deliver directly in the native import format as an alternative to Excel. See /alternatives/smartplant-instrumentation and /alternatives/aveva-instrumentation.
How does the instrument index feed downstream workflows?
The populated instrument index feeds: (1) I/O list generation for DCS / PLC / SIS configuration (/solutions/instrument-index-automation/io-list), (2) datasheet population for procurement RFQ (/solutions/instrument-index-automation/datasheet-extraction), (3) C&E matrix cross-reference for SIS verification, (4) SAP PM / IBM Maximo equipment master bootstrap (/solutions/engineering-handover), (5) HAZOP preparation and action tracking (/solutions/hazop-safety-intelligence), (6) IBR Form IV register for IBR-scoped instruments (/compliance/ibr).
See what your documents actually contain.
Send us 10 documents from your current project. We extract, reconcile, and show you exactly what we find in 48 hours, before any contract.
If the accuracy isn't what we promised, you owe us nothing.