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Detailing using Creo Parametric 2.0
T3905-390-02
Authored and published using
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Copyright © 2012 Parametric Technology Corporation. All Rights Reserved.
Copyright for PTC software products is with Parametric Technology Corporation, its
subsidiary companies (collectively “PTC”), and their respective licensors. This software
is provided under written license agreement, contains valuable trade secrets and
proprietary information, and is protected by the copyright laws of the United States and
other countries. It may not be copied or distributed in any form or medium, disclosed to
third parties, or used in any manner not provided for in the software licenses agreement
except with written prior approval from PTC.
UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN
CIVIL DAMAGES AND CRIMINAL PROSECUTION.
User and training guides and related documentation from PTC is subject to the copyright
laws of the United States and other countries and is provided under a license agreement
that restricts copying, disclosure, and use of such documentation. PTC hereby grants to
the licensed software user the right to make copies in printed form of this documentation
if provided on software media, but only for internal/personal use and in accordance
with the license agreement under which the applicable software is licensed. Any copy
made shall include the PTC copyright notice and any other proprietary notice provided
by PTC. Training materials may not be copied without the express written consent of
PTC. This documentation may not be disclosed, transferred, modified, or reduced to
any form, including electronic media, or transmitted or made publicly available by any
means without the prior written consent of PTC and no authorization is granted to make
copies for such purposes.
Information described herein is furnished for general information only, is subject to
change without notice, and should not be construed as a warranty or commitment by
PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may
appear in this document.
For Important Copyright, Trademark, Patent and Licensing Information see
backside of this guide.
About PTC University
Welcome to PTC University!
With an unmatched depth and breadth of product development knowledge,
PTC University helps you realize the most value from PTC products. Only
PTC University offers:
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• An innovative learning methodology – PTC’s Precision Learning
Methodology is a proven proprietary approach used by PTC to develop and
deliver learning solutions.
• Flexible Delivery Options – PTC University ensures you receive the same
quality training programs regardless of the learning style. Our extensive
experience, innovative learning techniques, and targeted learning modules
facilitate the rapid retention of concepts, and higher user productivity.
• Premier Content and Expertise – A thorough instructor certification process
and direct access to the PTC product development and PTC consulting
organizations means that only PTC courses can give you highly-qualified
instructors, the most up-to-date product information and best practices
derived from thousands of deployments.
• Global Focus – PTC University delivers training where and when you
need it by providing over 100 training centers located across 35 countries
offering content in nine languages.
• Delivering Value – A role-based learning design ensures the right people
have the right tools to do their jobs productively while supporting the
organization’s overall performance goals.
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The course you are about to take will expose you to a number of learning
offerings that PTC University has available. These include:
• Instructor-led Training (ILT) – The ideal blend of classroom lectures,
personal demonstrations, hands-on workshops, assessments, and
post-classroom tools.
• Pro/FICIENCY – This Web-based, skills assessment and
development-planning tool will help improve your skills and productivity.
• eLearning Libraries – 24/7 access to Web-based training that will
compliment your instructor-led course.
• Precision LMS – A powerful learning management system that will manage
your eLearning Library and Pro/FICIENCY assessments.
PTC University additionally offers Precision Learning Programs. These are
corporate learning programs designed to your organization’s specific goals,
current skills, desired competencies, and training preferences.
Whatever your learning needs are, PTC University can help you get the most
out of your PTC products.
PTC Telephone and Fax Numbers
North America
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Europe
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• Education Services Registration
– Tel: (888) 782-3773
– Fax: (781) 370-5307
• Technical Support (Monday - Friday)
– Tel: (800) 477-6435
– Fax: (781) 707-0328
• License Management and Contracts
– Tel: 877-ASK-4-PTC (877-275-4782)
– Fax: (781) 707-0331
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• Technical Support, License Management, Training & Consulting
– Tel: +800-PTC-4-HELP (00-800-78-24-43-57)
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• Please refer to http://www.ptc.com/services/training/contact.htm for contact
information.
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In addition, you can access the PTC Web site at www.ptc.com. Our Web
site contains the latest training schedules, registration information, directions
to training facilities, and course descriptions. You can also reach technical
support, and register for online service options such as knowledge base
searches, reference libraries, and documentation. You can also find general
information about PTC, PTC Products, Consulting Services, Customer
Support, and PTC Partners.
Precision Learning
Precision Learning in the Classroom
PTC University uses the Precision Learning methodology to develop
effective, comprehensive class material that will improve the productivity
of both individuals and organizations. PTC then teaches using the proven
instructional design principal of ‘Tell Me, Show Me, Let Me Do’:
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• Topics are introduced through a short presentation, highlighting the key
concepts.
• These key concepts are then reinforced by seeing them applied in the
software application.
• You then apply the concepts through structured exercises.
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After the course, a Pro/FICIENCY assessment is provided to enable you to
assess your understanding of the materials. The assessment results will also
identify the class topics that require further review.
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At the end of the class, you will either take a Pro/FICIENCY assessment via
your PTC University eLearning account, or your instructor will provide training
on how to do this after the class.
Precision Learning After the Class
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Each student that enrolls in a PTC class has a PTC University eLearning
account. This account will be automatically created if you do not already
have one.
As part of the class, you receive additional content in your account:
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• A Pro/FICIENCY assessment from the course content that generates a
Recommended Learning Report based on your results.
• A Web-based training version of the course, based on the same
instructional approach of lecture, demonstration, and exercise. The
Recommended Learning Report will link directly to sections of this training
that you may want to review.
Please note that Web-based training may not be available in all languages.
The Web-based training is available in your account for one year after the
live class.
Precision Learning Recommendations
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PTC uses a role-based training approach. The roles and the associated
training are graphically displayed in a curriculum map. Curriculum maps are
available for numerous PTC products and versions in the training section of
our Web site at http://www.ptc.com/services/edserv/learning/paths/index.htm.
Please note that a localized map may not be available in every language and
that the map above is partial and for illustration purposes only.
Before the end of the class, your instructor will review the map
corresponding to the course you are taking. This review, along with instructor
recommendations, should give you some ideas for additional training that
corresponds to your role and job functions.
Training Agenda
Day 1
Module 01
Module 02
Module 03
― Introduction to Drawings
― Creating New Drawings
― Creating Drawing Views
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― Adding Model Details to Drawings
― Adding Notes to Drawings
― Adding Tolerance Information
― Adding Draft Geometry and Symbols
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Day 3
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― Using Layers in Drawings
― Creating and Using Tables in Drawings
― Using Report Information in Drawings
― Creating Drawing Formats
― Configuring the Drawing Environment
― Managing Large Drawings
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Module 08
Module 09
Module 10
Module 11
Module 12
Module 13
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Day 2
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Table of Contents
Detailing using Creo Parametric 2.0
Introduction to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Understanding Drawing Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Drawing Development Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Understanding the Drawing Ribbon User Interface . . . . . . . . . . . . . 1-25
Exploring Drawing Ribbon Commands . . . . . . . . . . . . . . . . . . . . . . 1-27
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Creating New Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Creating Drawings Using Formats and Sheets . . . . . . . . . . . . . . . . . 2-2
Creating Drawing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Creating Drawings Using Drawing Templates . . . . . . . . . . . . . . . . . 2-11
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Creating Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Configuring Drawing Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Configuring Drawing Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Adding General Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Adding Projection Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Editing Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17
Editing Visible View Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Adding Detailed Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Adding Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29
Understanding Cross-Section Concepts and View Types . . . . . . . . 3-32
Adding 2-D Cross-Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-34
Modifying Cross Hatching Display . . . . . . . . . . . . . . . . . . . . . . . . . . 3-39
Adding Assembly Exploded Views . . . . . . . . . . . . . . . . . . . . . . . . . . 3-44
Adding Model Details to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Understanding Annotations in Drawings . . . . . . . . . . . . . . . . . . . . . . 4-2
Showing, Erasing, and Deleting Annotations . . . . . . . . . . . . . . . . . . . 4-4
Inserting Driven Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Inserting Ordinate Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
Adjusting Dimensions and Detail Items . . . . . . . . . . . . . . . . . . . . . . 4-20
Changing Dimension Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Adding Notes to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Adding and Editing Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Using Parametric Information and Special Characters in Notes . . . . 5-7
Adding Tolerance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Understanding Dimensional Tolerances. . . . . . . . . . . . . . . . . . . . . . . 6-2
Configuring Dimensional Tolerances . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Understanding Geometric Tolerances . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Setting Up Geometric Tolerance References . . . . . . . . . . . . . . . . . . 6-11
Applying Geometric Tolerances . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14
Adding Draft Geometry and Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Creating and Editing Draft Geometry . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Understanding Drawing Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
Using Surface Finish Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10
Using the Symbol Palette and Custom Symbols . . . . . . . . . . . . . . . 7-14
Creating Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
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Using Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Understanding Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Using Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
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Creating and Using Tables in Drawings . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Inserting Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Editing Table Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6
Creating Tables from File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11
Creating Hole Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-15
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Using Report Information in Drawings . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Creating Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Editing Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Creating BOM Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12
Creating Part Catalog Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . 10-17
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Creating Drawing Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1
Creating Drawing Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Configuring the Drawing Environment . . . . . . . . . . . . . . . . . . . . . . . . 12-1
Configuring the Drawing Environment . . . . . . . . . . . . . . . . . . . . . . . 12-2
Managing Large Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1
Understanding Drawing Regeneration . . . . . . . . . . . . . . . . . . . . . . . 13-2
Managing Large Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4
Student Preface — Using the Header
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In this topic, you learn about the course handbook layout and
the header used to begin each lab in Creo Parametric.
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• Modules
– Topics
♦ Concept
♦ Theory
♦ Procedure
♦ Exercise (if applicable)
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Course Handbook Layout:
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Procedure / Exercise Header:
Course Handbook Layout
The information in this course handbook is organized to help students locate
information after the course is complete. Each course is organized into
modules, each covering a general subject. Each module contains topics,
with each topic focused on a specific portion of the module subject. Each
individual topic in the module is divided into the following sections:
• Concept — This section contains the initial introduction to the topic and
is presented during the class lecture as an overhead slide, typically with
figures and bullets.
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• Theory — This section provides detailed information about content
introduced in the Concept, and is discussed in the class lecture but not
shown on the overhead slide. The Theory section contains additional
paragraphs of text, bullets, tables, and/or figures.
• Procedure — This section provides step-by-step instructions about how to
complete the topic within Creo Parametric. Procedures are short, focused,
and cover a specific topic. Procedures are found in the Student Handbook
only. Not every topic has a Procedure, as there are knowledge topics that
contain only Concept and Theory.
• Exercise — Exercises are similar to procedures, except that they are
typically longer, more involved, and use more complicated models.
Exercises also may cover multiple topics, so not every topic will have an
associated exercise. Exercises are found in the separate Exercise Guide
and/or the online exercise HTML files.
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Procedure / Exercise Header
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The first module for certain courses is known as a “process
module.” Process modules introduce you to the generic high-level
processes that will be taught over the span of the entire course.
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To make the exercises and procedures (referred to collectively as “labs”) as
concise as possible, each begins with a “header.” The header lists the name
of the lab, the working directory, and the file you are to open.
The following items are indicated in the figure above, where applicable:
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1. Procedure/Exercise Name — This is the name of the lab.
2. Scenario — This briefly describes what will be done in the lab. The
Scenario is only found in Exercises.
3. Close Windows/Erase Not Displayed — A reminder that you should
close any open files and erase them from memory:
• Click Close
4.
5.
until the icon is no longer displayed.
and then click OK.
• Click Erase Not Displayed
Folder Name — This is the working directory for the lab. Lab files are
stored in topic folders within specific functional area folders. The path to
the lab files is:
• PTCU\CreoParametric2\functional_area_folder\topic_folder
In the example, Round is the functional area folder and Variable
is the topic folder, so you would set the Working Directory to
PTCU\CreoParametric2\Round\Variable.
• To set the working directory, right-click the folder in the folder tree or
browser, and select Set Working Directory.
Model to Open — This is the file to be opened from the working
directory. In the above example, VARIABLE_RAD.PRT is the model to
open. The model could be a part, drawing, assembly, and so on. If
you are expected to begin the lab without an open model, and instead
create a new model, you will see Create New.
• To open the indicated model, right-click the file in the browser and
select Open.
6.
7.
Task Name — Labs are broken into distinct tasks. There may be one
or more tasks within a lab.
Lab Steps — These are the individual steps required to complete
a task.
Two other items to note for labs:
• Saving — Saving your work after completing a lab is optional, unless
otherwise stated.
• Exercises — Exercises follow the same header format as Procedures.
Setting Up Creo Parametric for Use with Training Labs
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Before you begin a lab from any training course, it is important that you
configure Creo Parametric to ensure the system is set up to run the lab
exercises properly. Therefore, if you are running the training labs on a
computer outside of a training center, follow these three basic steps:
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• Extract the class files zip file to a root level drive such as C: or D:.
– The extracted zip will create the default folder path automatically, such
as C:\PTCU\CreoParametric2\.
• Locate your existing Creo Parametric shortcut.
– Copy and paste the shortcut to your desktop.
– Right-click the newly pasted shortcut and select Properties.
– Select the Shortcut tab and set the Start In location to be the same as
the default folder. For example, C:\PTCU\CreoParametric2\.
• Start Creo Parametric using the newly configured shortcut.
– The default working directory will be set to the CreoParametric2 folder.
You can then navigate easily to the functional area and topic folders.
PROCEDURE - Student Preface — Using the Header
In this exercise, you learn how to use the header to set up the Creo
Parametric working environment for each lab in the course.
Close Window
Erase Not Displayed
SampleFunctionalArea\Topic1_Folder
Configure Creo Parametric to ensure the system is set up to run
the lab exercises properly.
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Step 1:
EXTRUDE_1.PRT
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Perform this task only if you are running the labs on a computer
outside of a training center, otherwise proceed to Task 2.
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1. Extract the zipped class files to a root level drive such as C: or D:.
• The extracted ZIP will create the default folder path automatically,
such as C:\PTCU\CreoParametric2.
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2. Locate your existing Creo Parametric shortcut.
• Copy and paste the shortcut to your desktop.
• Right-click the newly pasted shortcut and select Properties.
• Select the Shortcut tab and set the Start In location to be
PTCU\CreoParametric2.
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3. Start Creo Parametric using the newly configured shortcut.
• The default working directory is set to the CreoParametric2 folder.
You can then navigate easily to the functional area and topic folders.
Step 2:
Close all open windows and erase all objects from memory to
avoid any possible conflicts.
1. If you currently have files open, click Close
toolbar, until the icon no longer displays.
from the Quick Access
2. Click Erase Not Displayed
from the Data group in the ribbon.
• Click OK if the Erase Not Displayed dialog box appears.
Step 3:
Browse to and expand the functional area folder for this procedure
and set the folder indicated in the header as the Creo Parametric
working directory.
1. Notice the SampleFunctionalArea\Topic1_Folder as
indicated in the header above.
2. If necessary, select the Folder
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tab from the
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Browser
navigator.
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3. Click Working Directory
to view the current working
directory folder in the browser.
• Double-click
SampleFunctionalArea.
4. Right-click the Topic1_Folder folder and select Set Working
Directory.
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5. Click Working Directory from the Common Folders section to display
the contents of the new working directory in the browser.
Open the file for this procedure.
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Step 4:
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Alternatively you can use the cascading folder path in the
browser to navigate to the topic folder, and then right-click and
select Set Working Directory from the browser.
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1. Notice the lab model EXTRUDE_1.PRT is specified in the header
above.
• Double-click extrude_1.prt in the browser to open it.
2. You are now ready to begin the first task in the lab:
• Read the first task.
• Perform the first step, which in most cases will be to set the initial
datum display for the procedure or exercise.
• Perform the remaining steps in the procedure or exercise.
Step 5:
Set the initial datum display options.
1. The instruction for setting the datum display indicates which Datum
Display types to enable and disable. For example, “Enable only the
following Datum Display types:
.”
2. To set the datum display, first click the Datum Display drop-down
menu from the In Graphics tool
bar.
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3. Next, enable and disable the
check boxes as necessary. For
example you could disable the
Select All check box, and then
enable only the desired datum
types.
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4. The model should now appear
as shown.
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This completes the procedure.
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Introduction to Drawings
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Module
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Module Overview
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Drawings enable you to document the design of Creo Parametric parts
and assemblies. You can do this by placing views of models onto drawing
sheets, and then adding detail items to drawings such as dimensions, notes,
and tables.
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Before using Creo Parametric to create drawings, it is important to understand
the drawing development process. It is also important to understand the
elements of completed drawings.
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In this module, you learn how to create simple drawings in Creo Parametric
using drawing formats and drawing templates. You are also introduced to the
different elements of drawings, including drawing views, dimensions, and
tables. You also learn how to use the drawing ribbon user interface which
enables you to complete detailing tasks quickly and easily.
Objectives
After completing this module, you will be able to:
• Describe the Creo Parametric drawing development process.
• Describe the elements of completed drawings.
• Create drawings by manually adding drawing views and detail items.
• Create drawings using drawing templates.
• Describe the drawing ribbon user interface.
• Use the drawing ribbon user interface to complete detailing tasks.
© 2012 PTC
Module 1 | Page 1
Understanding Drawing Concepts
You use drawings for documenting the design of parts
and assembly models. They typically contain two and
three-dimensional design model views, as well as dimensions,
notes, and bill of material (BOM) information.
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Drawing Formats
Drawing Views
Dimensions
Tolerance Information
Notes and Tables
Draft Entities and Symbols
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• Document model designs.
• Place model views.
• Add detail items.
– For example: Dimensions/
Notes/Tables.
• Associativity between drawing
views and models.
– Changes automatically
reflected.
You can place many different items
in drawings, including:
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Drawing Concepts:
Figure 1 – Example Drawing
Drawing Concepts
• Drawings enable you to document the design of Creo Parametric models
such as parts and assemblies.
• You can do this by placing views of models onto drawing sheets, and then
adding detail items to drawings such as dimensions, notes, and tables.
• Model drawing views are associated to the model they reference.
They reflect modifications that you make to the model, such as editing
dimensions or adding and removing features. Similarly, you can edit model
dimensions on drawings and these edits are reflected in the referenced
model.
Drawing Items
You can place many different items in drawings, including:
Module 1 | Page 2
© 2012 PTC
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• Drawing formats — Formats are typically a collection of lines and
referencing items such as letters and numbers that form the boundary of a
drawing. They can also have tables populated with the drawing number or
name, the date, the drawing scale, and company details.
• Drawing views — You can specify many items when configuring drawing
views. For example, you can specify the model orientation, and whether
the view is sectioned. You can also control the display of hidden lines and
tangent edges, and whether the view is scaled.
• Dimensions — You can show model dimensions on drawings. You can
also create driven dimensions that reflect model sizes. Dimensions can be
displayed in various formats, such as ISO and ANSI.
• Tolerance information — You can display different types of tolerance
information, including dimensional tolerances, geometric tolerances, and
surface finish tolerances.
• Notes and tables — You can create text notes on drawings. You can attach
notes with leaders to model edges or located “free” on drawings. You can
also include parametric information such as model dimensions within
notes. You can also create tables made up of rows and columns in which
you can type text. The text can include parametric information enabling
you to create, for example, bill of materials (BOM) tables.
• Draft entities and symbols — You can add drafted entities to drawings
by sketching items such as lines, circles, and arcs. You can also create
drafted entities by importing 2-D geometry such as IGES or DXF files.
Symbols are collections of draft geometry and text. You can create simple
symbols to label items or you can create more complex symbols to
represent items such as assemblies or electrical components.
© 2012 PTC
Module 1 | Page 3
Drawing Development Process
The drawing development process can be divided into three
broad phases.
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• Drawing Standards Configuration
• Drawing Initiation
• Drawing Creation
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Figure 1 – Drawing Development Process
Drawing Standards Configuration
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To ensure that drawing standards are maintained when creating drawings, a
number of drawing standards are typically configured. You can then utilize
these items when you create new drawings. You can include the following
items:
• Drawing formats — You can place useful drawing sheet information in
tables and notes included in drawing formats. You can then use this
information when you place a format on a drawing. You can transfer
information automatically from the drawing model or manually, after a
prompt. For example, you can include the model name, creation date,
component number, and illustrator.
• Drawing templates enable you to automatically create pre-configured
views on a drawing and specify view display. You can also pre-configure
various other items such as notes, symbols, snap lines, shown dimensions,
and tables.
• Drawing setup file (filename.dtl) — This file contains options that control
the drawing environment. For example, the height of dimension text, text
orientation, dimension style, arrow size, and many other drawing options.
Default values are provided for all options, but you can customize drawing
setup files to meet your company requirements.
• Configuration file (config.pro) — This file can contain drawing-specific
options such as the default folder for drawing formats and drawing template
files, and the default setting for regenerating views.
Module 1 | Page 4
© 2012 PTC
Drawing Initiation
There are two basic methods for initiating drawings, one method involves
manually placing views and adding detail items. The other method involves
using a drawing template to automatically place views and detail items in
predetermined locations.
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• Create a drawing — Manual Layout. This method involves selecting a
drawing format or sheet size, and then specifying the drawing model. You
manually add drawing views and detail items to the drawing as required.
• Create a drawing — Predetermined Layout. This method involves using
a drawing template and specifying a drawing model. Drawing views and
detail items are automatically positioned on the drawing by referencing
the drawing template.
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The following is a list of typical tasks undertaken during the creation of
drawings.
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• Add drawing models — Before you can place views of a model, you must
associate a model with the drawing. This is known as adding the model to
the drawing. Normally, you add a model to a drawing during the initiation
phase, however you can add models to a drawing at any time, enabling
you to create multi-model drawings if required.
• Add views — After a model has been added to a drawing you can start to
place drawing views. There are many different types of views that you can
configure, such as general, projected, sectioned, and exploded.
• Add dimensions and tolerances — There are two methods that enable
you to add dimensions to model views. You can show model dimensions
on views. These dimensions reference the features in your models, and
update if the models change. Alternatively, you can create your own
dimension scheme with driven dimensions. These dimensions also reflect
model sizes, but you cannot use them to edit model features. You can also
display tolerances for any dimensions.
• Add non-dimensional detail items — You can add items such as text
notes, geometric tolerances, datum planes, datum axes, and symbols to
a drawing. These items may already exist within your drawing model, in
which case you can show the items on the drawing. Alternatively, you can
create these items directly within a drawing.
• Create tables — You can configure tables within drawings. Each table
cell can contain parametric text. For example, you can extract dimension
values and parameters from models and display them in tables. If you have
an assembly drawing you can use special report parameters to display bill
of material information within tables.
• Create draft entities — You can create draft entities in drawings by
sketching items such as lines, circles, and arcs. You can also create draft
entities by importing 2-D geometry such as IGES or DXF files. You typically
use draft entities when creating drawing symbols.
© 2012 PTC
Module 1 | Page 5
PROCEDURE - Drawing Development Process
Objectives
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After successfully completing this exercise, you will be able to:
• Create drawings using a manual method to layout views and detail items.
• Create drawings using drawing templates to automate the process.
• Add formats and sheets to drawings.
• Add models to drawings.
• Add views to drawings.
• Configure view properties.
• Show and cleanup dimensions on drawings.
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Cordless Power Tools, Inc. (CPT) designs and manufactures hand-held
power tools, including cordless drills, circular saws, and hammer drills. CPT
is currently developing a new cordless drill that uses a gasoline-powered
two-cycle engine instead of a battery-powered electric motor. The
gasoline-powered engine produces more power than a battery-operated
motor. It is able to drill through steel and concrete, due to the high torque
capacity. The gas-powered drill lasts four to five times longer than the
battery-powered drill and can be used in locations without a reliable power
supply.
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You are part of an engineering design team that has completed the first
gas-powered drill prototype design. You have been assigned the task of
creating some of the design drawings for the components, which need
to be reviewed for manufacturing. You have to document the various
engineering data related to the gas-powered drill assembly along with
company information.
Step 1:
Review the drill assembly and its components.
1. If necessary, start Creo Parametric.
2. Set your working directory.
• In the Folder Browser
, click Folder Tree to expand it.
, click Working Directory
.
• In the Folder Browser
• In the folder tree, expand the PTCU > CreoParametric2 > Process
folder.
• Double-click the Drawing folder to view its contents in the browser.
• Right-click Drawing and select Set Working Directory.
Module 1 | Page 6
© 2012 PTC
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4. Review drill assembly
components.
• In the browser, select
CLUTCH.ASM.
• Observe the clutch assembly
in the preview window. You
will create a drawing of one of
the clutch shoe parts.
• In the browser, select
MANIFOLD.PRT.
• Observe the manifold part in
the preview window. You will
create a drawing of this part.
• Minimize the browser.
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3. Review the drill assembly.
• In the browser, select
DRILL.ASM.
• If necessary, click Preview to
expand the preview window.
• Observe the drill assembly.
Create a drawing for the left clutch part model.
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Step 2:
1. Create a new drawing.
•
•
•
•
•
Click New
from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type CLUTCH_SHOE_LEFT as the name of the drawing.
Clear the Use default template check box.
Click OK.
© 2012 PTC
Module 1 | Page 7
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2. Configure the drawing options.
• In the New Drawing dialog
box, click Browse.
• Select CLUTCH_SHOE_L.
PRT as the default model.
• Click Open.
• Select the Empty with format
option.
• Click Browse. In the Open
dialog box, click Working
.
Directory
• Select C_PART.FRM as the
format.
• Click Open.
• Click OK.
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3. Finalize the drawing.
• When prompted, type Steel for the material parameter, and press
ENTER.
• Type CPT for the vendor parameter, and press ENTER.
• Type N/A for the volume parameter, and press ENTER.
• Notice that a format has been placed on the drawing.
• Zoom in to the format table in the lower-right corner, as shown.
• Note some of the cells have been populated with information from
the part model. Some cells have also been populated with the
information you typed in previously.
Step 3:
Create drawing views.
1. Disable all Datum Display types.
2. Click Refit
from the In Graphics toolbar to refit the drawing in
the graphics window.
• From the In Graphics toolbar, select Wireframe
Display Style types drop-down menu.
Module 1 | Page 8
from the
© 2012 PTC
3. Place a general view on the
drawing.
• If necessary, select the Layout
tab in the ribbon.
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4. Configure the view.
• Select the saved view name
TOP from the Model view
names list.
• Click OK.
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from the
• Click General
Model Views group.
• Click OK to specify no
combined state and select a
location, as shown.
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from the In
• Click Repaint
Graphics toolbar.
• Notice the view orientation
update, as shown.
• Click in the background to
de-select any highlighted
items.
The first view you place on a drawing must be a general view. You
can then add additional views.
5. Create a projected view.
• Select the first general view on
the drawing. Ensure that the
view is highlighted.
• Right-click and select Insert
Projection View.
• Select a location to the right of
the general view, as shown.
© 2012 PTC
Module 1 | Page 9
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6. Create a second projected view.
• Select the first general view on
the drawing. Ensure that the
view is highlighted.
• Right-click and select Insert
Projection View.
• Select a location above the
general view, as shown.
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7. Create another general view on
the drawing.
• Click in the background to
de-select any views.
• Right-click and select Insert
General View.
• Click OK to specify no
combined state and select
a location in the upper-right
corner of the drawing, as
shown.
Module 1 | Page 10
© 2012 PTC
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9. Edit the view properties of three
views.
• Select the first view placed on
the drawing.
• Press CTRL and select the
two projected views.
• Ensure that all three views are
selected.
• Right-click and select
Properties.
• Edit the Display style to No
Hidden.
• Click OK.
• Notice the three views update,
as shown.
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8. Configure the general view.
• Select the View Display
category from the Drawing
View dialog box.
• Edit the Display style to No
Hidden.
• Click Apply.
• Select the Scale category from
the Drawing View dialog box.
• Select the Custom scale
option.
• Type 3 for the Custom scale.
• Click OK.
• Notice the view display and
scale update, as shown.
© 2012 PTC
Module 1 | Page 11
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11. Move a drawing view.
• Select the top projected view,
right-click, and select Lock
View Movement to enable
view movement.
• With the view still selected,
drag it to a new location, as
shown.
• Click in the background to
de-select any highlighted
items.
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10. Edit the drawing scale.
• Press and hold ALT, then in
the lower-left corner of the
graphics window, double-click
the Scale value.
• The message input window
prompts you to type a new
value. Type 4 as the new scale
value and press ENTER.
• Notice the three views update
as shown; however, the scaled
view does not update because
it is controlled by its own
specific view scale value.
Module 1 | Page 12
© 2012 PTC
Add dimensions to the views.
Step 4:
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.
• Click Select All
• Click OK in the Show Model
Annotations dialog box.
• Click in the background
to de-select all highlighted
dimensions.
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1. Show model dimensions.
• Select the Annotate tab in the
ribbon.
• Click Show Model
from the
Annotations
Annotations group.
• Select All Driving
Dimensions from the Type
drop-down list.
• Select the general view, as
shown.
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You can clean up dimensions to enable easier viewing of the
drawing. You can do this by manually moving the location of
selected dimensions, or by automatically specifying dimension
offsets relative to view outlines.
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2. Clean up model dimensions.
• Click Cleanup Dimensions
from the Annotations
group.
• Click and drag a window
around all the dimensions.
• Click OK.
• Edit the offset to 0.5.
• Edit the increment to 0.5.
• Clear the Create Snap Lines
check box.
• Click Apply.
• Click Close.
• Notice all the linear dimensions
update, as shown.
© 2012 PTC
Module 1 | Page 13
3. Manually edit a dimension.
• Select the 46.5 diameter
dimension.
• Drag the dimension to a new
location, as shown.
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4. Flip the arrows for the diameter
dimension.
• With the 46.5 diameter
dimension still selected,
right-click and select Flip
Arrows.
• Notice the dimension arrows
update, as shown.
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You can edit other dimensions using similar methods if required.
You can also create dimensions on the drawing to reflect your own
dimension scheme.
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5. Create a linear dimension on the
drawing.
• Pan and zoom into the right,
projected view, as shown.
• Select Dimension - New
from the
References
Dimension types drop-down
menu in the Annotations
group.
• Select the two vertical edges
on the model, and middle-click
to place the dimension, as
shown.
Module 1 | Page 14
© 2012 PTC
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6. Create a second linear dimension
on the drawing.
• Select the two vertical edges
on the model, and middle-click
to place the second dimension,
as shown.
• Click Return.
• Click in the background
to de-select all highlighted
dimensions.
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• Click Refit
In Graphics toolbar to refit
the drawing in the graphics
window.
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You can continue to add dimensions to the drawing to complete
the detailing.
7. Save the drawing and erase all objects from memory.
from the Quick Access toolbar.
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• Click Close
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from the Quick Access toolbar.
• Click Save
• Click OK in the Save Object dialog box.
• In the ribbon, click Erase Not Displayed
• Click OK to erase all objects from memory.
Create a drawing for the manifold part model, use a template
drawing to simplify the process.
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Step 5:
from the Data group.
1. Create a new drawing.
•
•
•
•
•
from the Quick Access toolbar.
Click New
In the New dialog box, select Drawing as the type.
Type MANIFOLD as the name of the drawing.
Clear the Use default template check box.
Click OK.
© 2012 PTC
Module 1 | Page 15
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2. Configure the drawing options.
• In the New Drawing dialog
box, click Browse.
• Select MANIFOLD.PRT as the
default model, and click Open.
• Select the Use template
option.
• Click Browse. In the Open
dialog box, click Working
.
Directory
• Select C_PART_TEMPLATE.
DRW as the template, and
click Open.
• Click OK.
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3. Finalize the drawing.
• Type CPT for the vendor parameter, and press ENTER.
Notice how quickly a drawing has been created, with six views
of the model, dimensions added to views, and a drawing format
placed on the drawing. Template drawings are useful when you
need to create standardized drawings. They are also useful to
quickly create a drawing, which you can then manually finalize.
Module 1 | Page 16
© 2012 PTC
Step 6:
Change the drawing setup file options.
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, select
• Click Open Config
ISO.DTL from the working
directory, and click Open.
• Notice that many of the
drawing setup file options are
different.
• Click Apply > OK > Close >
Close.
• Notice the dimensions now
display tolerance values, as
shown.
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1. Open and apply a drawing setup
file.
• Zoom in to the front view and
observe the appearance of the
dimensions in this view.
• Click File > Prepare >
Drawing Properties.
– In the Detail Options
section, click change in the
Detail Options row.
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You can configure and store your own company-specific drawing
setup options.
2. Save the drawing and erase all objects from memory.
• Click Save
from the Quick Access toolbar.
• Click OK in the Save Object dialog box.
• Click Close
from the Quick Access toolbar.
• Click Erase Not Displayed
from the Data group.
• Click OK to erase all objects from memory.
© 2012 PTC
Module 1 | Page 17
Step 7:
Create a drawing for the engine assembly model, and use a
template drawing to simplify the process.
1. Create a new drawing.
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2. Configure the drawing options.
• In the New Drawing dialog
box, click Browse.
• Select ENGINE.ASM as the
default model, and click Open.
• Select the Use template
option.
• Click Browse. In the Open
dialog box, click Working
.
Directory
• Select C_ASSBLY_
TEMPLATE.DRW as the
template, and click Open.
• Click OK.
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Click New
from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type ENGINE as the name of the drawing.
Clear the Use default template check box.
Click OK.
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Module 1 | Page 18
© 2012 PTC
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3. Finalize the drawing.
• Type CPT for the vendor
parameter, and press ENTER.
• Zoom in and review the
drawing view. Review the
contents of the drawing table.
• Notice an exploded assembly
view is automatically created.
Notice also the components
in the exploded view have
been labeled. The labels
relate to the indexed bill of
material (BOM) table which
has also been configured on
the drawing.
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You can add more than one model to a drawing at any time. This
enables you to create multi-model drawings if required.
© 2012 PTC
Module 1 | Page 19
Step 8:
Add a model to the drawing and create a multi-model drawing.
1. Add the carburetor assembly model to the drawing.
• In the ribbon, select the Layout tab.
Click Drawing Models
from the Model Views group.
Click Add Model.
Select CARBURETOR.ASM as the new model, and click Open.
Click Done/Return.
The active model is now CARBURETOR.ASM. Notice the
information at the bottom of the graphics window.
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•
•
2. Add a drawing sheet.
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from the Document group.
• Click New Sheet
• When prompted, type N/A for the material parameter, and press
ENTER.
• Type CARB INC for the vendor parameter, and press ENTER.
• Type N/A for the volume parameter, and press ENTER.
• Notice a format has been placed on the new drawing sheet.
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3. Place a general view on the
drawing.
• Right-click and select Insert
General View.
• If prompted, click OK to specify
no combined state.
• Select a location in the center
of the drawing, as shown.
Module 1 | Page 20
© 2012 PTC
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5. Add a Bill of Material (BOM)
table.
• In the ribbon, select the Table
tab.
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4. Configure an exploded view.
• Select the View Display category from the Drawing View dialog
box.
• Edit the Display style to No Hidden and click Apply.
• Select the View States category.
• Select the Explode components in view check box.
• Click OK.
• Notice the view updates, as shown.
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• Click Table From File
from
the Table group.
• Select BOM_TABLE.TBL and
click Open.
• Place the table in the top-left
corner of the drawing, as
shown.
from
• Click Update Tables
the Data group.
• Notice the table is
automatically populated
with the carburetor assembly
components.
© 2012 PTC
Module 1 | Page 21
6. Show BOM balloons on the exploded view.
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from the Balloons group and select
• Click Create Balloons
Create Balloons – All from the drop-down list.
• Select anywhere within the BOM table.
• Notice the BOM balloons are displayed on the exploded view, as
shown.
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You can modify the location of BOM balloons and their balloon
leader attachment points.
7. Save the drawing and erase all objects from memory.
from the Quick Access toolbar.
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• Click Close
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• Click Save
from the Quick Access toolbar.
• Click OK in the Save Object dialog box.
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• Click Erase Not Displayed
from the Data group.
• Click OK to erase all objects from memory.
Module 1 | Page 22
© 2012 PTC
Step 9:
Review the drawing format and drawing template.
1. Open a drawing format file.
from the Quick Access toolbar.
• Click Open
• Select C_PART.FRM and click Open.
from the Quick Access toolbar.
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• Click Close
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2. Review the contents of the drawing format.
• Notice the layout of the drawing sheet, the drawing sheet size, and
the drawing tables contained within the format.
• Zoom in to the drawing table at the bottom of the format sheet.
• Notice the parameters within the drawing table. These parameters
are updated with model information or typed information when a
drawing is created.
© 2012 PTC
Module 1 | Page 23
3. Open a part drawing template
file.
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4. Review the contents of the
drawing template.
• Notice the layout of the
drawing view symbols, and
the drawing format contained
within the drawing.
• Press ALT and select the
FRONT view. Right-click and
select Properties.
• Notice the different options
that you can configure in the
Template View Instructions
dialog box. These options
enable you to configure many
different types of views in a
drawing template.
• Click OK.
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• Click Open
from the Quick
Access toolbar.
• Select C_PART_TEMPLATE.
DRW and click Open.
from the Quick
• Click Close
Access toolbar.
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The active drawing ribbon tab acts as a selection filter. You can
press ALT when making a selection to bypass any selection filters
and select any item regardless of the active drawing ribbon tab.
5. Erase all objects from memory.
• Click Erase Not Displayed
from the Data group.
• Click OK to erase all objects from memory.
This completes the procedure.
Module 1 | Page 24
© 2012 PTC
Understanding the Drawing Ribbon User Interface
The Drawing mode was reorganized with a ribbon-style user
interface.
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• The ribbon organizes and configures user-interface.
– Tabs based on the current task.
– Sets up selection scope.
– Appropriate right-click options.
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• Ribbon structure
– Tabs contain groups of commands.
– Can be customized.
Figure 1 – Drawing Ribbon
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Understanding the Drawing Ribbon User Interface Theory
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The Drawing mode has been reorganized into a ribbon-style user interface.
A cross between a tabbed dialog box and a toolbar, the ribbon appears
above the graphics window. The ribbon organizes and configures the user
interface by:
• Organizing the current task into a series of tabs.
– The tabs represent a task in the typical drawing creation workflow.
– Each tab contains groups of icon commands.
• Setting up the selection scope.
– By default, you can only select items that pertain to the selected tab. For
example, you cannot select an annotation (detail item) when the Layout
tab (for drawing views) is active.
♦ You can select out-of-context items by pressing the ALT key.
However, the available actions are limited compared to what is
available within the appropriate tab.
– The available selection filters correspond to the active tab.
– The Drawing Tree updates to display only items that pertain to the
active tab.
Ribbon User Interface Structure
Within each tab in the ribbon, icon commands are organized into groups.
Depending on the available screen space, less common options may be
accessed by clicking a down arrow to reveal additional commands.
© 2012 PTC
Module 1 | Page 25
Customizing the Ribbon User Interface
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The ribbon user interface can be customized to control icon display and
placement. When in the Customize Screen function, right-click the ribbon
icons for the following options:
• Icon display size — Icons can be set to display as large or small.
• Icon and text — Commands can be displayed as a large or small icon with
text, icon only, or text only.
• Command priority — Commands can be reordered within their group to
place frequently used options in easy reach. However, you cannot move
commands between groups.
Module 1 | Page 26
© 2012 PTC
Exploring Drawing Ribbon Commands
Ribbon tabs contain groups of commands.
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• Ribbon Tab Summary
– Layout: Drawing Models, Sheets, Views
– Table: Create and Modify Tables, Repeat Regions, BOM Balloons
– Annotate: Show, Erase, Cleanup, and Delete Detail Items
– Sketch: 2-D Sketching Tools
– Legacy Migration: Validate Associations and Annotation Converter
– Analysis: Measure, Analyze and Simulate
– Review: ModelCHECK, Updating, Comparison, Information Tools
– Tools: Switch from Drawing and Template Modes, Investigate
– View: Set Datum Displays, Views and Layers
Figure 1 – Layout Tab and Groups in Drawing Ribbon
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Exploring Drawing Ribbon Commands Theory
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Within each tab in the ribbon, icon commands are organized into groups.
Depending on the available screen space, less common options may be
accessed by clicking a down arrow to reveal additional commands.
The ribbon tabs and groups are organized in the following structure. A
summary of the commands in each group is as follows:
• Layout
– Document: Sheet management.
– Insert: Insert Objects or Data to drawing.
– Model Views: Create views by type.
– Edit: Component Display, Edge Display, and Convert Draft Groups.
– Display: Snap Lines, Grids and Views.
– Format: Text, Line and Arrow Styles.
• Table
– Table: Create different types of tables.
– Rows & Columns: Configure table rows and columns.
– Data: Repeat regions, update tables, switch report symbols.
– Balloons: Create and clean up BOM balloons.
– Format: Table Text and Line Styles.
• Annotate
– Delete: Delete detail items, jogs, or breaks.
© 2012 PTC
Module 1 | Page 27
– Group: Draft Groups and Relations
– Annotations: Show annotations (detail items), clean up dimensions,
create notes or symbols.
– Edit: Existing Annotation editing tools.
– Format: Annotation Line Text and Arrow Styles.
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• Sketch
– Settings: Draft grid, Sketcher preferences, parametric sketch option.
– Controls: References, Coordinate options.
– Sketching: Sketching tools.
– Trim: Trim, Divide, Stretch tools.
– Edit: Rotate, Mirror, Scale and Translate tools.
– Format: Text, Line and Arrow Styles.
– Group: Draft Group and Relations.
• Legacy Migration
– Map: Add Model, Create Model Views and Copy Annotations.
– Views: Create 2-D Views, Match View and Orient View.
– Symbols: Create and Match Symbols.
– Utilities / Settings: Clean Up and Validate Associations.
– Annotation Convertor: Convert Annotations.
• Analysis
– Custom: External program Analysis tools.
– Model Report: Mass Properties.
– Measure: Distance, Volume, Area and Angle measurements.
– Inspect Geometry: Analyze Drawing Geometries.
– Design Study: Tolerance Analysis, Simulate Analysis and Electrical
Clearance.
• Review
– Update: Update sheets, tables, regenerate model.
– Compare: Compare sheet to picture, difference report, file history.
– Query: Highlight by attribute, drawing view information.
• Tools
– Investigate: Find items and information from drawing.
– Model Intent: Define Parameters and Relations.
– Utilities: Drawing Programs, IGES Group and Aux Applications.
– Applications: Switch to Drawing, Template, Legacy or Piping Modes.
• View
– Visibility: Layer Control.
– Orientation: Pan, Zoom and Saved Views.
– Model Display: Change Display Modes and Fast HLR Toggle.
– Datum Display: Toggle Datum Displays.
– Window: Drawing Window management.
Module 1 | Page 28
© 2012 PTC
PROCEDURE - Exploring Drawing Ribbon Commands
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Drawing\Ribbon
Step 1:
DRW_RIBBON.DRW
Navigate through the drawing ribbon to explore drawing
commands.
2. In the ribbon, select the Layout tab.
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5. Click General
from the Model
Views group.
• Click OK to specify no
combined state.
• Select a location for the view.
• Select 3D as the view name
and click OK.
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from the Model Views group. The menu
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4. Click Drawing Models
manager appears.
• Click Done/Return.
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3. Right-click and view available layout commands.
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1. Disable all Datum Display types.
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6. Notice the Component Display
7. Notice the Object
option in the Edit group.
option in the Insert group.
8. In the ribbon, select the Table
tab.
• Right-click and view available
table commands.
9. Cursor over the upper-right table.
• Right-click three times and
notice that rows, columns, and
the entire table are available
for selection.
10. Click Table
from the Table group and select Insert Table
the drop-down menu. The Insert Table dialog box appears.
• Click Cancel in the Insert Table dialog box.
© 2012 PTC
from
Module 1 | Page 29
11. Select the upper-left cell in the existing table.
from the Rows & Columns group.
• Click Height and Width
• Click Cancel.
• Select the drawing background to de-select the table cell.
12. Notice the Repeat Region
option in the Data group.
13. Notice the Create Balloons
option in the Balloons group.
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option in the Format group.
14. Notice the Text Style
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16. Select a dimension.
• Notice the Delete option in
the Delete group.
• De-select the dimension.
• Notice the Show Model
option in the
Annotations
Annotations group.
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15. In the ribbon, select the
Annotate tab.
• Right-click and view available
annotation commands.
• Notice the Move to View
option in the Edit group.
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• Notice the Arrow Style
option in the Format group.
17. In the ribbon, select the Sketch tab.
• Notice the Draft Grid
option in the Settings group.
option in the Controls group is
• Notice the Relative Coordinates
currently grayed out and unavailable.
• Notice the Line
option in the Sketching group.
• Notice the Corner
option in the Trim group.
• Notice the Rotate
option in the Edit group.
• Notice the Line Style
• Notice the Draft Group
option in the Format group.
option in the Group group.
18. In the ribbon, select the Legacy Migration tab.
• Notice the various groups and options.
Module 1 | Page 30
© 2012 PTC
19. In the ribbon, select the Analysis tab.
option in the Model Report group.
• Notice the Mass Properties
option in the Inspect Geometry group.
• Notice the Curvature
20. In the ribbon, select the Review tab.
• Notice the Update Sheets
option in the Update group.
option in the Compare group.
• Notice the Difference Report
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option in the Query group.
• Notice the Drawing View
21. In the ribbon, select the Tools tab.
option in the Applications group.
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• Notice the Template
option in the Model Intent group.
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• Notice the Parameters
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option in the Investigate group.
• Notice the Feature
22. In the ribbon, select the View tab.
option in the Visibility group.
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• Notice the Layers
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option in the Orientation group.
• Notice the Zoom In
• Notice the various Datum Display toggles in the Show group.
• Notice the Activate
option in the Window group.
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This completes the procedure.
© 2012 PTC
Module 1 | Page 31
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Module 1 | Page 32
© 2012 PTC
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Module
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Creating New Drawings
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Module Overview
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To create a drawing, you must specify a format or sheet size and select
the default drawing model. In addition, you can use drawing templates to
automate the creation of views and the placement of other details items on a
drawing.
Objectives
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In this module, you learn how to create drawings by specifying a format or
sheet size and selecting a drawing model. You learn how to create drawing
templates by configuring the location of predefined drawing views and other
detail items. You also learn how to use drawing templates when creating
drawings. These methods form the first step in the drawing creation process.
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After completing this module, you will be able to:
• Create drawings by specifying a format or sheet size and selecting a
drawing model.
• Create drawing templates by configuring the location of predefined drawing
views and other detail items.
• Use drawing templates when creating drawings.
© 2012 PTC
Module 2 | Page 1
Creating Drawings Using Formats and Sheets
Creating drawings involves selecting a drawing format or sheet
size and selecting a default drawing model.
Creating drawings:
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• Specify drawing format
– Retrieve format
• Specify sheet size
– Standard size
♦ Portrait or landscape
– Variable size
♦ Metric or imperial units
• Select default model
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Figure 1 – Specifying the
Sheet Size
Figure 2 – Example Drawing Format
Creating Drawings
• When you create a drawing you must specify a format or select a sheet size.
– If you use a format, you can select an existing format with a
predetermined sheet size.
• If you specify a sheet size, you can select a standard size sheet, with
landscape or portrait orientation.
• Alternatively, you can select the Variable option, enabling you to specify the
width and height in inches or millimeters.
• You also need to specify the default model for the drawing. This can be
a part or assembly.
Module 2 | Page 2
© 2012 PTC
PROCEDURE - Creating Drawings Using Formats and
Sheets
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Drawing\Formats_Sheets
Task 1:
CREATE NEW
Create a drawing for GEARBOX_FRONT.PRT by selecting a
format.
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2. Configure the drawing options.
• In the New Drawing dialog
box, click Browse.
• Select GEARBOX_FRONT.
PRT as the default model.
• Click Open.
• Select the Empty with format
option.
• Click Browse, and in the Open
dialog box, click Working
.
Directory
• Select C_FORMAT_
GENERIC.FRM as the format.
• Click Open, then click OK.
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Click New
from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type GEARBOX as the name of the drawing.
Clear the Use Default Template check box. Click OK.
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1. Create a new drawing.
© 2012 PTC
Module 2 | Page 3
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3. Finalize the drawing.
• When prompted, type J.Smith for the drawn_by parameter, and
press ENTER.
• Notice a format has been placed on the drawing.
• Zoom into the format table in the lower-right corner as shown.
• Note some of the cells have been populated with information from
the part model, and the drawn_by parameter has populated the
DRAWN cell.
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Note you can also select drawing formats from the system-defined
formats folder.
Create a drawing for SWITCH.PRT by selecting a sheet size.
1. Create a new drawing.
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Click New
from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type SWITCH as the name of the drawing.
Clear the Use Default Template check box. Click OK.
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Task 2:
Module 2 | Page 4
© 2012 PTC
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2. Configure the drawing options.
• In the New Drawing dialog
box, click Browse.
• Select SWITCH.PRT as the
default model.
• Click Open.
• Select the Empty option.
• Ensure the Landscape button
is selected.
• Note you can also configure
the sheet orientation using the
Portrait and Variable buttons.
• Select A3 from the Standard
Size drop-down list.
• Click OK.
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Note an A3 sheet size is configured, and the default drawing model
is SWITCH.PRT.
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This completes the procedure.
© 2012 PTC
Module 2 | Page 5
Creating Drawing Templates
Drawing templates have predefined views and detail items. You
can use them to automate the creation of drawings.
Drawing template options:
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Specify the position of views
Configure views
Show dimensions
Create snap lines
Place notes
Place symbols
Configure tables
Add drawing formats
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Figure 1 – Configuring a
Template View
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Figure 2 – Layout Views in Template Drawing
Drawing Templates
Drawing templates consist of a number of different pre-configured items,
you can use them to do the following:
• Specify the position of views on a drawing — You can layout any number of
drawing views and specify their location on the drawing template.
• Configure views — You can configure all elements of views that have been
located in the drawing, including the type of view, view state, view display,
and view scale.
• Show dimensions — You can specify whether model dimensions are
shown in a drawing view.
• Create snap lines — If dimensions are shown in a view you can specify
whether snap lines are created. You can also configure the number of snap
lines created and the spacing between the snap lines.
Module 2 | Page 6
© 2012 PTC
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• Place notes and symbols — You can place notes and symbols on drawing
templates. The notes can include parametric information, which you can
extract from the drawing model when you create a drawing. For example,
you can include parameters such as the name of the drawing model.
• Configure tables — You can add tables to drawing templates. For example,
you can place a bill of materials table on a drawing template. You can
configure the table to extract bill of materials information if you add an
assembly as a drawing model.
• Add drawing formats — You can add drawing formats to drawing templates.
Any parametric information within drawing formats, such as parameters
in tables and notes, are automatically extracted from the drawing model
when you create a drawing.
© 2012 PTC
Module 2 | Page 7
PROCEDURE - Creating Drawing Templates
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Drawing\Templates_Creating
Task 1:
CREATE NEW
Create a drawing template, and add template views to the drawing.
1. Initiate a drawing template.
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Click New
from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type TEMPLATE_PART_C_SIZE as the name of the drawing.
Clear the Use Default Template check box. Click OK.
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2. Configure the drawing options.
• Ensure the default model is edited to None.
• Select the Empty with format option.
• Click Browse, and in the Open dialog box, click Working Directory
.
• Select C_SIZE_FORMAT.FRM as the format.
• Click Open, then click OK.
• When prompted, type &drawn_by for the drawn_by parameter,
and press ENTER. This maintains the drawn_by parameter, within
the format, for future use.
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3. Switch to drawing template mode.
• In the ribbon, select the Tools tab.
• Click Template
Module 2 | Page 8
from the Applications group.
© 2012 PTC
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• Click Template View
from
the Model Views group.
• Type FRONT_VIEW in the
View Name text box.
• Notice that by default the View
Type is set to General, and the
Orientation is set to FRONT.
• Click Model Display, and
ensure that the check box is
still selected. Select the No
Hidden option.
• Select the Dimensions check
box, then select the Create
Snap Lines check box.
• Type 0.5 for the Incremental
Spacing, and type 0.4 for the
Initial Offset.
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4. Configure the first template view.
• In the ribbon, select the
Layout tab.
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5. Position the template view on the
drawing.
• Click Place View, and select a
location in the lower-left of the
drawing, as shown.
• Click OK from the Template
View Instructions dialog box.
© 2012 PTC
Module 2 | Page 9
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6. Place a projected view with a section.
• Right-click and select Insert Template View.
• Type RIGHT_PROJ in the View Name text box.
• Select Projection as the View Type. Notice the FRONT_VIEW is
automatically configured as the parent view.
• Type A in the Cross Section text box.
• Select FRONT_VIEW as the Arrow Placement View.
• Click Model Display and ensure that the check box is still selected.
Select the No Hidden option.
• Click Place View and select a location to the right of the front view,
as shown.
• Click OK in the Template View Instructions dialog box.
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7. Place a scaled general view.
• Right-click and select Insert
Template View.
• Type 3D_VIEW in the View
Name text box.
• Type 3D_VIEW in the
Orientation text box.
• Select the Scale check box,
and type 0.75 in the View
Scale text box.
• Click Model Display and
ensure that the check box is
still selected. Select the No
Hidden option.
• Click Place View and select a
location above the projected
view, as shown.
• Click OK from the Template
View Instructions dialog box.
This completes the procedure.
Module 2 | Page 10
© 2012 PTC
Creating Drawings Using Drawing Templates
Drawing templates reduce the time it takes to create drawings by
automating the creation of views and prearranging detail items.
Drawing templates enable you to:
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• Copy drawing information from a
template drawing.
• Standardize drawings.
• Predefine routine tasks.
• Reduce detailing time.
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Figure 1 – Drawing Template
Figure 2 – Resulting Drawing
Using Drawing Templates
• When you use a drawing template to create a new drawing, all drawing
information is copied from the drawing template into the new drawing.
– During this process, pre-configured template views are replaced with
views of the drawing model.
– All non-parametric information such as notes and drawing symbols are
copied directly into the new drawing.
– All parametric information such as parameters contained in tables and
notes are automatically updated with drawing model information.
• Using drawing templates enables you to standardize drawings as drawing
views and detail items are consistently prearranged.
• Many of the routine tasks are predefined, enabling you to focus on specific
tasks required to finalize a drawing.
• Overall you can reduce detailing time and create more consistent drawings.
© 2012 PTC
Module 2 | Page 11
PROCEDURE - Creating Drawings Using Drawing
Templates
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Drawing\Templates_Using
Task 1:
CREATE NEW
Create a drawing for the CLUTCH_BODY.PRT.
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Click New
from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type CLUTCH_BODY as the name of the drawing.
Clear the Use Default Template check box.
Click OK.
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1. Initiate a drawing.
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2. Configure the drawing options.
• In the New Drawing dialog box, click Browse.
• Select CLUTCH_BODY.PRT as the default model.
• Click Open.
• Select the Use Template option.
• Click Browse, and in the Open dialog box, click Working Directory
.
• Select TEMPLATE_PART_A2_SIZE.DRW as the template drawing.
• Click Open, then click OK.
• When prompted, type J.Smith for the drawn_by parameter, and
press ENTER.
• Notice a format and four views have been placed on the drawing.
Notice also dimensions have been shown on the drawing.
• Note some of the table cells have been populated with information
from the part model.
Module 2 | Page 12
© 2012 PTC
Task 2:
Create a drawing for the CLUTCH.ASM.
1. Initiate a drawing.
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Click New
from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type CLUTCH_ASSY as the name of the drawing.
Clear the Use Default Template check box.
Click OK.
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2. Configure the drawing options.
• In the New Drawing dialog box, click Browse.
• Select CLUTCH.ASM as the default model, and click Open.
• Select the Use Template option.
• Click Browse, and in the Open dialog box, click Working Directory
.
• Select TEMPLATE_ASSEMBLY_A2_SIZE.DRW as the template
drawing.
• Click Open, then click OK.
• When prompted, type J.Smith for the drawn_by parameter, and
press ENTER.
• Notice an exploded view has been placed on the drawing. Notice
also a bill of materials table has been placed on the drawing.
This completes the procedure.
© 2012 PTC
Module 2 | Page 13
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Module 2 | Page 14
© 2012 PTC
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Creating Drawing Views
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Module Overview
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To create a drawing view, you place views of 3-D models onto drawings.
You can add more than one model to a drawing, enabling you to create
multi-model drawings. You can configure many different types of drawing
views, including general views, projection views, cross-section views, and
exploded assembly views. You can modify drawing views after they have
been placed on a drawing. For example, you can modify various view
properties, including view display and view orientation.
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In this module, you learn how to add models to drawings and how to configure
many different types of drawing views, including general views, projection
views, cross-section views, and exploded assembly views. You learn how
to modify drawing views, including how to move views, and how to edit view
properties such as view scale and view display.
Objectives
After completing this module, you will be able to:
• Add models to drawings.
• Create model views in drawings.
• Modify model views in drawings.
© 2012 PTC
Module 3 | Page 1
Configuring Drawing Models
A 3-D model must be associated with a drawing before you can
place model views on the drawing. You can add more than
one model to a drawing, enabling you to create multi-model
drawings.
Configuring Drawing Models:
• Drawing and design model
associativity.
• Add models to a drawing:
– Parts or assemblies.
– Multi-model drawings.
• One active working model.
.
• Use Drawing Models
• Use the Set Active Model/Rep
in the Model Tree.
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Drawing Models:
Figure 1 – Multi-model Drawings One Active Model
Drawing Models Theory
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• It is important to understand that drawing views are 2-D representations of
3-D design models, (parts or assemblies). There is two-way associativity
between the design model and any referenced drawing views. Therefore,
changes to the design model, such as editing dimensions or adding and
removing features, are updated in referenced drawing views. Similarly, you
can edit model dimensions on drawings and these edits are reflected in
the referenced model.
• Before you create views of 3-D models in drawings, you must associate a
model with a drawing. This is called adding a model to a drawing.
• A model can be a part or assembly. In addition, you can add more than
one model to a drawing, enabling you to create multi-model drawings.
• However, with multi-model drawings, only one model can be active within
the drawing. When a model is active, you can add drawing views of the
active model and perform operations such as showing dimensions. Note,
you can edit the active model within a drawing at any time.
Configuring Drawing Models
You can use the following methods to configure drawing models:
• In the ribbon, on the Layout tab, you can click Drawing Models
in the
Model Views group. This opens the DWG MODELS menu which enables
Module 3 | Page 2
© 2012 PTC
you to perform various tasks including add model, delete model, and set
the current drawing model.
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• For multi-model drawings, you can click Set Active Model/Rep
the Model Tree. You then specify the current drawing model from the
drop-down list.
© 2012 PTC
Module 3 | Page 3
PROCEDURE - Configuring Drawing Models
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Drawing\Models_Configuring
Task 1:
CLUTCH.DRW
Configure models in a drawing.
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initially creating a drawing. In this case CLUTCH_SHOE_R.PRT
was specified as the default model. However, you can also add
models to a drawing after a drawing has been created.
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• Click Drawing Models
from the Model Views group.
• Click Add Model.
• Select CLUTCH_SHOE_L.
PRT as the model to add.
• Click Open.
• Click Done/Return.
• Model CLUTCH_SHOE_L.
PRT has been added to the
drawing and is the current
active model. This is displayed
in the drawing information at
the bottom of the graphics
window, as shown.
• Notice also model
CLUTCH_SHOE_L.PRT
is now displayed in the model
tree, as shown.
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2. Add CLUTCH_SHOE_L.PRT to
the drawing.
• In the ribbon, select the Layout
tab.
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1. Disable all Datum Display types.
You can add both parts and assemblies to a multi-model drawing.
You can also add simplified representations of parts and assemblies
as drawing models. You are prompted to select a simplified
representation if they exist.
Module 3 | Page 4
© 2012 PTC
3. Add the CLUTCH.ASM model to the drawing.
Click Drawing Models
from the Model Views group.
Click Add Model.
Select CLUTCH.ASM as the model to add.
Click Open. Click Done/Return.
Model CLUTCH.ASM is now the current active model in the
drawing.
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You can select an alternative current active model at any time.
This enables you to add drawing views and detail items relating to
different models during the development of your drawings.
4. Configure CLUTCH_SHOE_L.PRT as the current active model.
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• From the Model Tree, click Set Active Model/Rep
• Select CLUTCH_SHOE_L.PRT > Master Rep.
• Model CLUTCH_SHOE_L.PRT is now the current active model
in the drawing.
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It is possible to remove a model if no drawing views are referenced
by the model. However, you cannot remove a model from a drawing
if the drawing has views that use the model.
5. Remove the CLUTCH.ASM model from the drawing.
•
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•
•
•
Click Drawing Models
from the Model Views group.
Click Del Model.
Select CLUTCH to remove the model.
When prompted, click Yes to delete this model.
Click Done/Return.
This completes the procedure.
© 2012 PTC
Module 3 | Page 5
Configuring Drawing Sheets
You can create multi-sheet drawings by adding sheets to a
drawing. Various tools enable you to configure drawing sheets.
Drawing Sheets Theory:
• Create multi-sheet drawings.
• Configure current drawing model
before adding drawing sheets.
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Figure 2 – Sheets Tab
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Drawing Sheets Theory
Figure 1 – Document Group
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• Drawing Ribbon — Document
Group
• Sheets Tab
• Drawing Tree
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Drawing Sheets Tools:
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• You can create multiple sheet drawings and move items from one sheet
to another. Each drawing sheet has its own drawing scale, enabling you
to configure different drawing scales on different drawing sheets. This is
useful when creating multi-model drawings where you can have views of
different size models on different sheets.
• Note, with multi-model drawings, you must configure the desired current
model before adding drawing sheets with formats. Model information is
only transferred into format tables when the format sheet is added to the
drawing.
Drawing Sheets Tools
Sheets in a drawing are listed in the Sheets tab at the bottom of the graphics
window and in the drawing tree. The following tools enable you to configure
drawing sheets:
• In the Layout tab of the Drawing ribbon, the Document group provides tools
to create new sheets, move or copy sheets, and configure the active sheet.
• Sheets in a drawing are listed in the Sheets tab area below the graphics
window. You can navigate across the sheets using the Sheets tab. Using
the sheets tab you can create new sheets, move or copy sheets, configure
the active sheet, rename a sheet, and delete a sheet.
Module 3 | Page 6
© 2012 PTC
PROCEDURE - Configuring Drawing Sheets
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Drawing\Sheets_Configuring
Task 1:
SHEETS.DRW
Add and reorder sheets on the drawing.
1. Disable all Datum Display types.
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• Click New Sheet
from the
Document group.
• When prompted, type J.Smith
for the your_name parameter
and press ENTER.
• Notice the table in the drawing
format has transferred the
current model name into the
model table cell.
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2. Add a drawing sheet with a
format.
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To transfer the correct model information into drawing format tables,
you must configure the current model before adding drawing sheets
with formats. Model information is only transferred into format
tables when the format sheet is added to the drawing.
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3. Reorder the drawing sheet.
• Click Move or Copy Sheets
from the Document group.
• Click OK to insert the sheet at
the beginning.
When moving or copying drawing sheets, you can select the Create
a copy check box to copy a sheet.
© 2012 PTC
Module 3 | Page 7
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4. Rename a drawing sheet.
• In the sheets tab at the bottom
of the graphics window, cursor
over Sheet 2.
• Right-click and select
Rename, as shown.
• Type Sheet A for the name
and press ENTER.
• Notice the sheet name has
updated in the sheets tab, as
shown.
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This completes the procedure.
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5. Delete a drawing sheet.
• In the Sheets tab, select Sheet A.
• Right-click and select Delete.
• When prompted, click Yes to delete the sheet.
• Notice the sheet is no longer displayed and the current sheet is
now sheet 1.
Module 3 | Page 8
© 2012 PTC
Adding General Views
General views are the first view you can place in a drawing. You
can then derive other views from general views.
Specify view location.
Specify view name.
Determine view orientation:
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• Named Model Views
• Geometry References
• Specify Rotation Angle
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Figure 1 – View Orientation
Figure 2 – Named Model View
Figure 3 – Isometric View
Configuring General Views
When placing a general view, you can specify a number of items including
the location of the view and the view name. You can also determine the view
orientation. You can do this using the following options:
• Named model views — You can select a named view from the model.
You can also specify whether the default orientation is trimetric, isometric,
or user-defined.
• Geometry references — You can specify two orthogonal references to
determine the view orientation.
• Rotation angle — You can specify an angle to rotate the view. You can also
vary the rotation reference.
© 2012 PTC
Module 3 | Page 9
PROCEDURE - Adding General Views
Close Window
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Drawing_Views\General_Adding
Task 1:
GEN_VIEWS.DRW
Create a general view of PISTON.PRT in the drawing.
1. Disable all Datum Display types.
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• Click General
from the
Model Views group.
• Select No Combined State
and click OK.
• Select a location in the center
of the drawing.
• Note a view of PISTON.PRT
is placed on the drawing, as
shown. The active model for
this drawing is PISTON.PRT.
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2. Initiate the first general view.
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All views added to this drawing appear in the No Hidden display
style regardless of the current display style environment setting.
The drawing setup option, model_display_for_new_views, has
been edited to no_hidden for this particular drawing.
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3. Configure the view orientation
using a named model view.
• In the Drawing View dialog
box, select FRONT from the
Model view names list.
• Click Apply, then click
from the In
Repaint
Graphics toolbar to update the
view, as shown.
Module 3 | Page 10
© 2012 PTC
4. Configure the view orientation
using geometry references.
• In the Drawing View dialog
box, select the Geometry
references option.
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5. Configure the view orientation
using angles.
• In the Drawing View dialog
box, select the Angles option.
• Type 45 in the Angle value text
box.
• Click Apply.
• Click OK to complete placing
the view.
• Click in the background to
de-select highlighted items.
Notice the view updates, as
shown.
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• Click Repaint
to update
the view. Notice datum planes
are temporarily displayed.
• In the Model Tree, select
datum plane FRONT for
Reference 1, then select
datum plane RIGHT for
Reference 2.
• Notice the view updates, as
shown.
© 2012 PTC
Module 3 | Page 11
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This completes the procedure.
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6. Create a second general view.
• Right-click and select Insert
General View.
• Select No Combined State
and click OK.
• Select a location in the center
of the drawing.
• Note the default orientation is
set to Trimetric.
• Select Isometric from the
Default orientation drop-down
list.
• Note the view orientation
updates, as shown.
• Type ISOMETRIC in the View
name text box.
• Click OK to complete placing
the view.
Module 3 | Page 12
© 2012 PTC
Adding Projection Views
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A projection view is an orthographic projection of another view’s
geometry along a horizontal or vertical direction.
Figure 1 – Views Projected from Front View
Projection Views
Projection views are placed above, below, or to the right or left of the parent
view. The views are always horizontally or vertically aligned with the parent
view, and are placed along projection channels. The type of projection can be
third angle or first angle. This is controlled by the drawing setup file option
projection_type. The default value is third_angle.
© 2012 PTC
Module 3 | Page 13
PROCEDURE - Adding Projection Views
Close Window
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Drawing_Views\Projection_Adding
Task 1:
PROJ_VIEWS.DRW
Create projection views on the drawing.
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All views added to this drawing appear in the No Hidden display
style regardless of the current display style environment setting
because the drawing setup option model_display_for_new_views
has been edited to no_hidden for this particular drawing.
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1. Disable all Datum Display types.
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• Click Projection
from the
Model Views group.
• Select a location to the right of
the general view, as shown.
• Notice a projected view is
placed on the drawing. The
view is displayed using third
angle projection.
• With the projected view still
selected, right-click and select
Properties.
• Type RIGHT_VIEW in the
View name text box.
• Notice that the view type is
configured as projection, and
the parent view is the general
view. Click OK.
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Module 3 | Page 14
© 2012 PTC
3. Create a left projection view.
• Click in the background to
ensure no views are selected.
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from the
• Click Projection
Model Views group.
• When prompted, select the
general view as the parent
view.
• Select a location to the left of
the general view, as shown.
• Notice a projected view is
placed on the drawing.
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4. Create a top projection view.
• Select the first general view on
the drawing. Ensure the view
is highlighted.
• Right-click and select Insert
Projection View.
• Select a location above the
general view, as shown.
• Notice you are not prompted
to select a parent view if
an existing view is already
selected.
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If a drawing has multiple views, and no views are selected then
you are prompted to select a parent view when creating projection
views.
© 2012 PTC
Module 3 | Page 15
5. Change to first angle projection.
• Click File > Prepare > Drawing Properties .
• In the Drawing Properties dialog box, click change in the Detail
Options row.
• In the Options dialog box, select the projection_type option.
• Edit the value to first_angle. Click Add/Change.
• Click Apply, then click Close.
• Click Close in the Drawing Properties dialog box.
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6. Create a first angle projection view.
• Select the top projected view on the drawing. Ensure the view is
highlighted.
• Right-click and select Insert Projection View.
• Select a location to the right of the top view, as shown.
• Notice a projected view is created using first angle projection.
• If necessary, right-click and select Lock View Movement to enable
view movement.
• With the new projected view still selected, drag the view to the
left and right. Notice projected views can only be moved along
projection lines relative to the parent view.
This completes the procedure.
Module 3 | Page 16
© 2012 PTC
Editing Drawing Views
You can perform many operations on a view, either during or
after creation.
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Figure 1 – Scaled Views
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• Edit View Properties
– View Display
♦ Display Style/Tangent Edges
– View Scale
– View Origin
– Aligning Views
• Move Views
– Switch views to another sheet
– Delete Views
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Perform view operations:
Figure 2 – View Display Options
Figure 3 – Tangent Edge Display
View Operations
When a view is placed on a drawing, you can change how the view appears,
as well as its position and scale. These operations include editing view
properties and moving views.
Editing View Properties
A number of default properties are assigned to a view, for example the display
style and the scale of the view. You can edit these properties either during
or after creating the view. You can edit many view properties, but once the
view type and orientation have been determined, you need to configure a
number of key properties, including:
• View Display – There are many view display options depending on the type
of view being configured. The two most important options are:
– Display Style – This determines how model geometry is displayed
in views. You can specify wireframe, hidden, no hidden, or shaded.
Alternatively, you can select the Follow Environment option. This
configures views using the current environment setting in Creo
© 2012 PTC
Module 3 | Page 17
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Parametric. Note when placing drawing views, the initial display of views
is controlled by the drawing setup option model_display_for_new_views.
– Tangent Edges Display Style – This determines the display of tangent
edges in model views. You can specify none, solid, dimmed, centerline,
or phantom. Alternatively, you can select the default option. This
configures views using the current environment setting in Creo
Parametric.
• View Scale – New views in drawings, by default, take the current value of
the drawing sheet scale. However, you can configure a custom scale for a
view if required. You can use the following types of scales in drawings:
– Default scale for sheet – Scales the drawing views according to a default
value. If you do not set a default value, Creo Parametric determines a
default scale for each sheet based on the sheet size and the model
dimensions. The scale applies to all views that do not have a custom
scale or perspective applied. The drawing sheet scale appears at the
bottom of the drawing sheet.
– Custom scale – Scales the view using a custom value typed in the
Drawing View dialog box. When you modify the drawing sheet scale,
custom views do not change, since their scale factor is independent.
– Perspective – Configures a perspective view based on eye-point
distance from the model and view size. This scale option is only
available for general views.
Other view properties that you can specify when configuring a view include:
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• The View Origin – By default, the origin of a drawing view is in the center
of its outline. You can reset the origin of a drawing view by parametrically
referencing model geometry or defining a location on the drawing sheet.
Designating an origin identifies the view location on the drawing and
prevents it from shifting whenever the model geometry changes.
• Aligning Views – Depending on the type of view, you can position a drawing
view on the sheet by aligning the view with another view.
Move Views
By default, when views are placed on a drawing they are locked in place
to prevent them from accidentally being moved. You can unlock views for
movement by selecting a view then right-click to select Lock View Movement.
Alternatively, you can clear the Lock View Movement check box in the
Environment dialog box. Note, the ability to lock and unlock views for moving
is a global setting rather than an individual drawing view setting.
You can move drawing views according to their relationship with other views.
For example, a projection view can only move along its projection channels,
whereas a general view can be moved anywhere on a drawing, however any
related views also can be moved with a general view.
A number of other operations can be performed on views, including:
• Switching views to another drawing sheet. Note that the view is located in
the same position on the new sheet.
• Deleting views – If you select a view with child views, the related views
are also deleted. For example, deleting a general view also deletes any
related projection views.
Module 3 | Page 18
© 2012 PTC
PROCEDURE - Editing Drawing Views
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Drawing_Views\Editing
Task 1:
EDITING_VIEWS.DRW
Edit view display properties.
1. Disable all Datum Display types.
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3. Edit the display style of a view.
• Select the general view of
the bolt on the left side of the
drawing.
• Notice the view is displayed in
wireframe.
• With the view still selected,
right-click and select
Properties.
• Select the View Display
category.
• Edit the Display style to Follow
Environment. Click Apply.
• Notice the view display
changes to shaded.
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from the In Graphics toolbar.
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2. If necessary, click Shading
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from
• Click Hidden Line
the In Graphics toolbar.
• Click Repaint
from the In
Graphics toolbar.
4. Continue editing the display style
of the view.
• Edit the Display style to No
Hidden. Click Apply.
• Notice the view display
changes so hidden lines are
not displayed.
5. Edit the tangent edge display.
• Zoom in to the top of the
selected bolt view.
• Edit the Tangent edges display
style to Phantom. Click
Apply.
© 2012 PTC
Module 3 | Page 19
Task 2:
Edit view scale properties.
1. If necessary, click Refit
from the In Graphics toolbar.
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3. Edit the drawing scale.
• Press ALT, then in the
lower-left corner of the
graphics window, double-click
the Scale value.
• Type 2 as the new scale value
and press ENTER.
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2. Edit the scale of the selected
view.
• Select the Scale category.
• Select the Custom scale
option.
• Type 0.5 for the Custom scale.
• Click OK.
• Notice the view scale updates.
Move views on a drawing.
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Task 3:
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Notice the scaled view does not update because it is controlled by
its own specific view scale value.
1. Click Sheet 2 from the Sheets tab below the graphics window.
2. Select the top view and move it
upwards.
• If necessary, right-click and
select Lock View Movement,
to remove the check mark and
enable view movement.
• Notice this projected view can
only move along its projection
channel.
• Select the front view and move
it to a new location.
• Notice the two projected views
move and maintain alignment
with the front view.
This completes the procedure.
Module 3 | Page 20
© 2012 PTC
Editing Visible View Area
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You can edit a view so that only portions of the view are visible.
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Figure 2 – Partial View
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Figure 1 – Full View and Half View
Figure 3 – Broken View
Figure 4 – Full View and
Z-Clipped View
Visible View Area Theory
If you want to view only certain portions of a drawing view, you can configure
the visible area of a view to determine which portions to show or hide. This
is useful if the design model is an awkward shape and standard views take
up too much space on a drawing. There are a number of different view area
options available, including the following:
• Half View — Removes a portion of the model from the view on either side
of a selected cutting plane.
• Partial View — Displays a portion of the model in a view within a closed
boundary. Model geometry outside the closed boundary is not displayed.
• Broken View — Removes a portion of the model from between two or more
selected points, and closes the remaining two portions together within a
specified distance. You can break horizontally, vertically, or both, and use
various graphic border styles for the breaks.
• Z-direction clipping — You can specify a plane parallel to the screen and
exclude all graphics behind it. All geometry behind the defined Z-Clipping
© 2012 PTC
Module 3 | Page 21
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does not appear, but any geometry that the plane contains entirely does
appear.
Module 3 | Page 22
© 2012 PTC
PROCEDURE - Editing Visible View Area
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Drawing_Views\View_Area
Task 1:
VIEW_AREA.DRW
Edit view area properties on different drawing views.
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2. Configure a half view.
• Select the left view of the
connecting rod.
• Right-click and select
Properties.
• Select the Visible Area
category.
• Select Half View from the
View visibility drop-down list.
• In the model tree, select datum
plane RIGHT as the half view
reference plane.
• Notice you can change the
side to keep if required.
• Select Symmetry line from
the Symmetry line standard
drop-down list.
• Click OK.
• Notice the view updates, as
shown.
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1. Disable all Datum Display types.
© 2012 PTC
Module 3 | Page 23
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3. Configure a partial view.
• Select the middle view of the
connecting rod.
• Right-click and select
Properties.
• Select the Visible Area
category.
• Select Partial View from the
View visibility drop-down list.
• Select a reference point on the
model geometry, as shown.
• Sketch a spline to create a
boundary around the reference
point.
• Middle-click to complete
sketching the spline.
• Click OK.
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4. Configure a broken view.
• Select the right view of the connecting rod.
• Right-click and select Properties.
• Select the Visible Area category.
• Select Broken View from the View visibility drop-down list.
• Click Add Break
.
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5. Create the first break line.
• Select a location on the model
for the first break line, as
shown.
• Drag to the right and then click
to create the first horizontal
break line.
Module 3 | Page 24
© 2012 PTC
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6. Create the second break line.
• Select a location on the model
for the second break line, as
shown.
• Click OK.
• Notice the view updates.
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or further apart if required.
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This completes the procedure.
© 2012 PTC
Module 3 | Page 25
Adding Detailed Views
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A detailed view is a small portion of a drawing view shown
enlarged in another view.
Detailed Views
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Figure 1 – Example Detailed Views
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A detailed view is an enlarged view of any existing model view. When you
create a detailed view, a reference note and border are added to the parent
view. After a detailed view has been placed on a drawing you can edit its
properties, this includes editing the view scale, and editing the parent view
border outline. You can configure the following parent view border outlines:
• Circle — Displays a circular border in the parent view.
• Ellipse — Displays an elliptical border that closely follows the shape of the
sketched outline in the parent view.
• H/V ellipse — Displays an ellipse with a horizontal or vertical major axis.
This is dependent on the shape of the sketched border outline.
• Spline — Displays the sketched spline border outline in the parent view.
• ASME 94 Circ — Displays an ASME standard compliant circle in the parent
view.
Module 3 | Page 26
© 2012 PTC
PROCEDURE - Adding Detailed Views
Close Window
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Drawing_Views\Detailed_Adding
Task 1:
DETAIL_VIEWS.DRW
Create a detailed view of the piston.
1. Disable all Datum Display types.
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from the
• Click Detailed
Model Views group.
• Zoom into the front view on the
drawing.
• Select an edge on the model,
as shown, to specify the center
of the detailed view.
• Select points to sketch a
spline boundary, as shown.
Middle-click when finished.
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2. Configure a detailed view.
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3. Place the detailed view.
• Select a location above the
parent view, as shown.
• Notice a scaled detailed view
is created.
You can edit the detailed view scale. You can also edit the reference
note associated with the detailed view.
© 2012 PTC
Module 3 | Page 27
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4. Edit the detailed view scale, and
reference note.
• Select the Annotate tab in the
Drawing ribbon.
• Select the detailed view note,
as shown.
• Double-click the scale value,
edit the value to 5.0 and press
ENTER. Notice the view scale
updates.
• Double-click the reference
note value A. Edit the value to
B and press ENTER.
• Notice the reference note has
updated on the detailed view
and the parent view.
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You can change the parent view border outline by editing the
detailed view properties.
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5. Edit the parent view border
outline.
• Select the Layout tab in the
Drawing ribbon.
• Select the detailed view.
Right-click and select
Properties.
• Edit the Boundary type on
parent view.
– Select Ellipse from the
drop-down list. Click Apply.
– Notice the parent view
border updates.
• Edit the Boundary type on the
parent view again.
– Select ASME 94 Circle
from the drop-down list.
Click Apply, then click
Close.
– Notice the parent view
border updates again.
This completes the procedure.
Module 3 | Page 28
© 2012 PTC
Adding Auxiliary Views
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An auxiliary view is a type of projection view that projects at
right angles to a selected surface or along a selected axis.
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Figure 1 – Example Auxiliary View
Auxiliary Views
When you create an auxiliary view, the direction of the selected reference
in the parent view determines the direction of the projection for the auxiliary
view. If the reference on the parent view is an edge, a surface, or a datum
plane, then the projection is at right angles to the selected reference. If the
reference on the parent view is a datum axis then the projection is along the
direction of the datum axis.
© 2012 PTC
Module 3 | Page 29
PROCEDURE - Adding Auxiliary Views
Close Window
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Drawing_Views\Auxiliary_Adding
Task 1:
AUXILIARY_VIEWS.DRW
Create an auxiliary view of the CYLINDER.PRT.
1. Disable all Datum Display types.
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• Click Auxiliary
from the
Model Views group.
• Select the highlighted edge,
as shown in the general view,
as the reference.
• Select a location above and to
the right of the general view.
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2. Place an auxiliary view.
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You can also use the datum axis shown on the general view as the
auxiliary view reference.
Module 3 | Page 30
© 2012 PTC
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3. Configure the auxiliary view.
• With the auxiliary view still
selected, right-click and select
Properties.
• Type AUXILIARY in the View
name text box.
• Notice that the view type
is configured to Auxiliary,
and the parent view is the
GENERAL_VIEW.
• Select the Single Projection
Arrows option.
• Click Apply from the Drawing
View dialog box.
• Notice the view updates, as
shown.
• Select the Double Projection
Arrows option.
• Click OK in the Drawing View
dialog box.
• Notice the view updates, as
shown.
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This completes the procedure.
© 2012 PTC
Module 3 | Page 31
Understanding Cross-Section Concepts and
View Types
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Cross-sections are imaginary cuts through parts and
assemblies. You can display and configure many different types
of cross-section views in drawings.
Figure 2 – Total and Area
Section Views
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Figure 1 – 2-D and 3-D Section
Views
Figure 3 – Half and Local
Section Views
Figure 4 – Total Unfolded Section
Cross-Section Views
There are two main types of cross-section views that you can display in
drawings:
• 2-D Cross-section views — You can display these cross-sections in two
dimensional views. They can either be planar cross-sections where the
cross-section cutting line follows a datum plane or planar surface, or they
can be offset cross-sections where you sketch a cutting line through the
solid model.
Module 3 | Page 32
© 2012 PTC
• 3-D cross-section views — You can display these cross-sections in twodimensional and three-dimensional views. You can create them as 3-D
cross-sections within parts or assemblies, and you can control the display
of their cross-hatching within drawing views.
2-D Cross-Section View Types
You can configure many types of 2-D cross-section views, including:
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• Total or area sections:
– A total section shows not only the cross-sectioned area, but the edges
of the model that become visible when you create a cross-section.
– An area cross-section displays only the cross-section without any other
model geometry.
• Full, half or local sections:
– A full cross-section displays the cross-section across the whole view.
– A half cross-section shows a cross-section of the model on one side of a
selected plane, but not on the other side.
– A local cross-section uses a breakout to see through an outer surface to
a portion of an inner cross-section.
– A full and local cross-section shows a full cross-sectional view with local
cross-sections applied within it.
• Revolved cross-section:
– A revolved view is a cross-section of an existing view, revolved 90
degrees around a cutting plane projection. You can use a cross-section
created in the model as the cutting plane, or you can create one when
placing the view. The revolved view differs from a cross-section view in
that it includes a line noting the axis of revolution for the view.
• Aligned or unfolded sections:
– An aligned cross-section displays an area cross-sectional view that is
unfolded around an axis, whereas a total aligned cross-section shows
an aligned cross-section of a general, projection, auxiliary, or full view.
– An unfolded cross-section shows a flattened area cross-section of a
general view, whereas a total unfolded cross-section shows a total
unfolded cross-section of a general view.
© 2012 PTC
Module 3 | Page 33
Adding 2-D Cross-Section Views
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You can configure 2-D cross-section views when placing a view
in a drawing.
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Figure 2 – Assembly Cross-Section
View
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Figure 1 – Cross-Section Views
Use 3-D Model Sections
Figure 3 – Planar Cross-Section View
Figure 4 – Offset Cross-Section
View
2-D Cross-Section Views Theory
• It is important to understand that 2-D cross-sections are configured and
stored within 3-D solid models such as parts and assemblies.
• You can select and display existing cross-sections when configuring
a cross-section view in a drawing. Alternatively, you can create a
cross-section during the configuration of a cross-section view. However,
cross-sections can only be displayed if they are parallel to the screen in
the selected view.
• In both cases the cross-section can be displayed in a drawing view, but the
cross-section information is stored with the part or assembly.
• There are two types of 2-D cross-section that can be used in drawing views:
– You can use planar cross-sections where the cross-section cutting line
follows a datum plane or planar surface.
Module 3 | Page 34
© 2012 PTC
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– Alternatively, you can use offset cross-sections where you sketch a
cutting line through the solid model.
• In both cases you can specify many different cross-section view types.
For example, you can specify total or area sections, and you can specify
full, half, or local sections.
• When configuring 2-D cross-section views you can add section arrows to
any view that is perpendicular to the 2-D cross-section view. The direction
of the arrows indicates which side of the model material is kept along the
section cutting line. You can change the direction of the arrows using the
flip material direction option if required.
© 2012 PTC
Module 3 | Page 35
PROCEDURE - Adding 2-D Cross-Section Views
Close Window
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Drawing_Views\Section_Adding
Task 1:
SECTION_VIEWS.DRW
Create a planar cross-section view of CYLINDER.PRT.
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3. Configure a cross-section view
from the projection view.
• With the projection view still
selected, right-click and select
Properties.
• Select the Sections category
from the Drawing View dialog
box.
• Select the 2D cross-section
option.
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2. Create a projection view.
• Select the cylinder model
general view on the drawing.
Ensure the view is highlighted.
• Right-click and select Insert
Projection View.
• Select a location below the
general view, as shown.
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1. Disable all Datum Display types.
• Click Add Section .
• From the menu manager, click
Done to configure a planar
section.
• Type A for the name of the
cross-section and press
ENTER.
• Select datum plane FRONT
from the model tree.
• Click OK in the Drawing View
dialog box.
It is not essential to configure cross-section views from projection
views. You can also configure them from other view types including
general views. Howeve,r the cross-section must be parallel to the
screen when placed in the view.
Module 3 | Page 36
© 2012 PTC
Create an offset cross-section view of FIXING_BLOCK.PRT.
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Task 2:
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4. Add section arrows to the
general view.
• With the section view still
selected, right-click and select
Add Arrows.
• Select the CYLINDER.PRT
general view.
• Notice section arrows are
added to the general view, as
shown.
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1. Set the FIXING_BLOCK.PRT as the current active model in the
drawing.
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• In the ribbon, select the Layout tab. Click Drawing Models
the Model Views group.
• Click Set Model in the menu manager.
• Select FIXING_BLOCK to activate the model.
• Click Done/Return.
© 2012 PTC
Module 3 | Page 37
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• Click Add Section .
• Select section A from the
Name list of cross-sections.
• Scroll to the right in the Section
Options area.
• Click the box below Arrow
Display to activate it.
• When prompted, select
the top general view of
FIXING_BLOCK.PRT to add
arrows to this view, as shown.
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2. Configure a cross-section view.
• Select the existing
front projection view for
FIXING_BLOCK.PRT.
• Right-click and select
Properties.
• Select the Sections category.
• Select the 2D cross-section
option.
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to
Material Side
change the direction of
the arrows if required.
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3. Click OK in the Drawing View
dialog box.
This completes the procedure.
Module 3 | Page 38
© 2012 PTC
Modifying Cross Hatching Display
You can modify how cross hatching appears in cross-section
views.
Modify cross hatching styles,
including:
• Spacing
• Angle
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Retrieve standard cross hatching
patterns, for example:
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• Steel
• Aluminium
Use smart cross hatching.
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Figure 1 – Editing Cross
Hatching Patterns
Figure 2 – Smart Cross Hatching
Figure 3 – Use Cross Hatching
Patterns
Cross Hatching Theory
Cross-sectioned components are represented by different cross hatching
styles. You can modify the cross hatching styles displayed in part and
assembly cross-sections views by editing a number of attributes for cross
hatch patterns, including:
• Spacing — You can half or double the cross hatching line spacing.
• Angle — You can edit the angle by selecting a predefined angle or by
specifying a different angle.
You can also create and save new cross hatch patterns for future use. You
can also retrieve standard cross hatching patterns for materials such as steel,
aluminium, and copper.
Smart Cross Hatching
When you create an assembly cross-section, Creo Parametric automatically
applies a "smart" cross hatch pattern on sectioned parts that provides a
superior visual representation of the cross-section.
© 2012 PTC
Module 3 | Page 39
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• Smart cross hatch applies cross hatch spacing appropriate to the model
size and assigns different angles to different parts in the assembly.
• Smart cross hatch uses a randomized slant angle between adjacent
components, making it easier to distinguish different parts in assembly
drawings and also reducing the amount of time required to clean up
drawings with cross-sections and crosshatch.
• Smart cross hatch affects newly created cross-sectional views only. When
you retrieve previously saved drawings, smart cross hatch is not applied.
• For assembly cross-sections, smart cross hatch applies to both spacing
and angle. For part cross-sections, smart cross hatch applies to spacing
only. By default, the angle is 45 degrees for parts.
Module 3 | Page 40
© 2012 PTC
PROCEDURE - Modifying Cross Hatching Display
Close Window
Erase Not Displayed
Drawing_Views\Hatching_Display
Task 1:
HATCHING.DRW
Modify the cross hatching on a part section view.
1. Disable all Datum Display types.
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4. Save the modified cross
hatching.
• Click Save.
• Type Custom_45 for the name
of the cross hatch style, and
press ENTER.
• Click Done.
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3. Right-click and select
Properties.
• Click Spacing > Half.
• Click Angle > 45, and notice
the cross hatching updates.
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2. Press ALT and select the cross
hatching on section A-A, as
shown.
© 2012 PTC
Module 3 | Page 41
Task 2:
Modify the cross hatching on an assembly section view.
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2. Right-click and select
Properties.
• Notice the cross hatching
for one component in the
assembly is highlighted.
• Click Spacing > Half.
• Click Angle > 60. Notice the
cross hatching updates.
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1. Press ALT and select the cross
hatching on section B-B, as
shown.
• Note the cross hatching
patterns have been configured
automatically using smart
cross hatching.
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3. Edit the cross hatching on
another assembly component,
and retrieve a standard cross
hatching style.
• Click Next.
• Notice the cross hatching for
another component in the
assembly is highlighted.
• Click Retrieve.
• Select STEEL from the Open
dialog box, and click Open.
• Notice the cross hatching
updates.
Module 3 | Page 42
© 2012 PTC
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4. Erase cross hatching on an
assembly component.
• Click Next > Next.
• Notice the cross hatching for
another component in the
assembly is highlighted.
• Click Erase.
• Notice the cross hatching is
now erased from the selected
component.
• Click Done.
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You can resume cross hatching on sectioned assembly components
and part sections at any time.
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This completes the procedure.
© 2012 PTC
Module 3 | Page 43
Adding Assembly Exploded Views
You can use drawing view states to create exploded assembly
views.
Drawing view state options enable
you to configure different views:
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• Explode View
• Simplified Representation
• Combined State
Figure 1 – Explode Offset Lines
Figure 2 – Exploded View
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Exploded Views Theory
You can configure exploded assembly views in drawings by specifying
different view states in drawing views. Drawing view states enable you to
specify a number of items including:
• Explode view — Enables you to specify if components in an assembly view
are exploded. You can configure exploded views by selecting a previously
created explode state stored in the 3D assembly model. Assembly explode
states enable you to configure components in different exploded positions.
You can also add exploded offset lines that can be displayed in the drawing.
In addition, you can further customize the position of components in the
exploded view if required. This does not affect any explode states stored in
the assembly model. However, changes to explode states in the assembly
model are reflected in associated exploded drawing views.
• Simplified representation — You can select a pre-configured simplified
representation for display in the drawing view.
• Combined state — You can select a pre-configured combination state. This
can include a simplified representation, named orientation, and explode
state. Note however, in drawing views any style representations included
in combined states are ignored.
Module 3 | Page 44
© 2012 PTC
PROCEDURE - Adding Assembly Exploded Views
Close Window
Erase Not Displayed
Drawing_Views\Exploded_Adding
Task 1:
EXP_VIEWS.DRW
Create an assembly exploded view.
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2. Place a general view of the
engine assembly on the drawing.
• Right-click and select Insert
General View.
• Ensure No Combined State
is selected in the Select
Combined State dialog box.
Click OK.
• Select a view location on the
left side of the drawing.
• Select EXPLODED from the
Model view names list.
• Edit the Default orientation to
Trimetric. Click Apply.
• Select the View Display
category.
• Edit the Display style to
Shading. Click Apply.
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1. Disable all Datum Display types.
3. Configure an exploded view.
• Select the View States category.
• Select the Explode components in view check box.
• Select ENGINE from the Assembly explode state drop-down list.
Click Apply. Click Close.
• Click the background to de-select any views.
Many of the options in the Drawing View dialog box can be
pre-configured using View States.
© 2012 PTC
Module 3 | Page 45
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4. Create a second exploded view using view states.
• Right-click and select Insert General View.
• Select FIXED_COMPS in the Select Combined State dialog box.
Click OK.
• Select a view location on the right side of the drawing.
• Notice the named view FIXED is already selected.
• Select the View Display category.
• Edit the Display style to Shading. Click Apply.
• Select the View States category.
• Notice that the Combined state has been configured as
FIXED_COMPS. This also configures the Explode View and
Simplified Representation options. You can edit these selections
if required.
Module 3 | Page 46
© 2012 PTC
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5. Edit the position of an exploded
component.
• In the Drawing View dialog
box, click the Customize
Explode State button.
• Edit the Motion Reference to
Plane Normal.
• Select the flat surface on
ENG_BLOCK_FRONT.PRT,
as shown. Then select
ENG_BLOCK_FRONT.PRT to
begin dragging.
• Drag the component to the
right, as shown. Select a new
position.
• Click OK > Done/Return.
• Notice the Assembly explode
state has changed to Custom.
• Click Close in the Drawing
View dialog box.
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This completes the procedure.
© 2012 PTC
Module 3 | Page 47
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Module 3 | Page 48
© 2012 PTC
4
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Module
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Adding Model Details to Drawings
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Module Overview
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You create drawings to enable components to be manufactured and checked
for accuracy. You therefore need to add dimensions and detail items to
drawings. There are two ways you can add dimensions to drawings. You
can show model dimensions on drawing views. This type of dimension is
associated with the 3-D model. Any changes to dimensions in the model are
reflected in the drawing. Similarly, you can edit shown model dimensions
directly in a drawing. You can also create new dimensions in a drawing.
These driven dimensions reflect model sizes. They cannot be edited directly
but update if the model is changed.
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To conform to drawing standards you need to be able to manipulate the
appearance of dimensions and detail items. There are several tools that
enable you to make global changes to dimensions and detail items. You can
also make changes to selected dimensions and detail items.
In this module, you learn how to add model dimensions and details items
such as model axes to drawing views. You learn how to create driven
dimensions on drawings. This includes creating ordinate dimensions. You
also learn how to manipulate dimensions and detail items and how to change
the display of dimensions.
Objectives
After completing this module, you will be able to:
• Add model dimensions and details to drawing views.
• Create driven dimensions in drawing views.
• Create ordinate dimensions in drawing views.
• Manipulate dimensions and detail items in drawings.
• Modify dimension display.
© 2012 PTC
Module 4 | Page 1
Understanding Annotations in Drawings
Model annotations such as 3-D model dimensions and model
axes, can be shown on drawing views.
Model Annotations in Drawings Theory:
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• Model Annotations.
– Dimensions, model axes, geometric tolerances, set datum planes.
• Show in drawing views.
– Associative with the model.
• Erase or delete annotations in a drawing.
– Erase — Temporarily remove from display.
– Delete — Remove from display. Not deleted from model.
• Show model dimensions only once.
– Move to different views.
– Create additional (driven) dimensions in the drawing.
Figure 1 – Showing Model Annotations
Model Annotations in Drawings Theory
• When you create a 3-D model you create various dimensions and other
references that describe the size and shape of parts, and the position of
components within assemblies. In addition, you can create other items in
the model including datum axes, geometric tolerances, and set datum
planes. These items are known as model annotations. You can show these
3-D model annotations from parts and assemblies on model drawing views.
This can be done at any time during the detailing process.
• These "shown" annotations are associative with the 3-D model. This
means if you edit their values in the model, they update in the drawing. For
dimensions you can edit "shown" dimension values in the drawing which
will update the model.
• You can erase or delete model annotations that have been shown on a
drawing.
– Erasing model annotations temporarily removes the items from display
in the drawing.
Module 4 | Page 2
© 2012 PTC
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– Deleting model annotations removes the items from display in
the drawing. However, you should understand that deleted model
annotations still exist within the 3-D model. They are just not displayed
in the drawing. Furthermore, you cannot delete model annotations from
drawings. The only way to permanently remove model annotations from
a model is to make changes directly within a part or an assembly.
• When showing model dimensions in a drawing, you can only show a model
dimension once. You can however move a shown dimension from one
view to another. If the shown model dimensions do not provide you with
the required dimension scheme on a drawing then you can either change
the dimension scheme in the model, or you can create additional (driven)
dimensions on the drawing.
Best Practices
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If you show model dimensions in a drawing it is recommended you only edit
these model dimensions from within their respective parts or assemblies.
This enables you to fully understand the impact on the design of editing
model dimensions.
© 2012 PTC
Module 4 | Page 3
Showing, Erasing, and Deleting Annotations
Dimensions and other detail items created in a 3-D model can
be shown in drawings.
Figure 1 – Showing Axes
and Dimensions
Figure 2 – Show Model Annotations
Dialog Box
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Showing Annotations
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• Show various types, based on
tab
• Context sensitive, based on
selection
• Erase/Unerase
• Delete
When you create a 3-D model, you simultaneously create various items
useful for annotating the model in a drawing, such as dimensions and axes.
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When creating a 2-D drawing, you can select which information from the
3-D model to show in the drawing:
• Dimensions
– Driving Dimension Annotation Elements
– All Driving Dimensions or Strong Driving Dimensions
– Driven Dimensions, Reference Dimensions, or Ordinate Dimensions
• Geometric Tolerances
• Notes
• Surface Finishes
• Symbols
• Datums
– Set Datum Planes, Set Datum Axes, or Set Datum Targets
– Axes
The Show Model Annotations dialog box is context-sensitive. You can control
which annotations display on the drawing and where they display based
on how items are selected:
• Select a model from the model tree — Indicates all the selected item types
for the model on the drawing. The items may appear in multiple views.
Module 4 | Page 4
© 2012 PTC
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• Select features from the model tree — Indicates the selected item types for
the selected features on the drawing. The items may appear in multiple
views.
• Select a drawing view — Indicates all the selected item types within a
particular drawing view.
• Select features from a particular drawing view — Indicates the selected
item types for the selected features on the drawing, within the view in
which the feature was selected. If an item is not appropriate to that view, it
does not display.
• Select a component in a particular drawing view (Assembly Drawings only)
— Indicates the selected item types for the selected component on the
drawing, within the view in which the component was selected. If an item is
not appropriate to that view, it does not display.
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All of the possible items that can be shown based on the selected tab and
selected items display in the drawing in a preview color. You can then select
or de-select items to show by using the dialog box or by selecting them from
the drawing.
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When dimensions are shown, the system automatically arranges
and spaces them apart. You can then adjust them further manually
or by using the Cleanup Dimensions dialog box.
Erasing and Deleting Annotations
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display certain shown items, you can erase or delete them. The differences
between these two options are as follows:
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• Erase — Temporarily removes the items from the display. The items are
shown grayed out in the drawing tree.
– Erased items can be returned to the display by right-clicking and
selecting Unerase.
• Delete — Removes the items from the drawing.
– Any item originating in the model is retained in the model, and can be
shown again.
– Any item created in the drawing, such as dimensions or notes, are
deleted and must be recreated.
To erase/delete items, select them in the drawing, and then right-click and
select Erase or Delete. You can select items to erase or delete using the
following methods:
•
•
•
•
Select an individual item.
Press CTRL and select multiple items.
Apply a selection filter to quickly select desired items.
Select items from the drawing tree.
© 2012 PTC
Module 4 | Page 5
PROCEDURE - Showing, Erasing, and Deleting
Annotations
Close Window
Erase Not Displayed
Drawing_Details\Show_Erase_Delete
Task 1:
SHOW_ERASE.DRW
Show dimensions using different methods.
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1. Disable all Datum Display types.
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4. Select HOLE 2 from the model
tree.
• Notice the dimensions appear
in different views.
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3. Click Show Model Annotations
from the Annotations group.
• Select the Dimensions Tab
.
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2. Select the Annotate tab from the
ribbon.
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5. Select HOLE 2 from the top view.
• Notice the dimensions now
only appear in this view.
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and then
6. Click Select All
click Apply in the dialog box.
7. Select the front view.
To select a view, click within
the view boundary, but not
on the model geometry.
Module 4 | Page 6
© 2012 PTC
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8. Click Select All
.
• Click OK in the dialog box.
• Notice the dimensions from
both views are now shown.
• Click the background to
de-select all selected items.
9. Select the Sheet 2 tab to view
sheet 2.
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Task 2:
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• Click Select All
.
• Clear the d22 and d35 options
in the dialog box.
• Click OK in the dialog box.
• Click the background to
de-select all selected items.
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11. Click Show Model Annotations
from the Annotations group.
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10. Select ANGLE_GUIDE.PRT
from the model tree.
1. Press CTRL and select the 65
and 32.5 dimensions in the front
view.
• Right-click and select Erase.
• Click the background to
de-select all selected items.
2. Specify Dimension as the
selection filter.
• Drag to select all dimensions
in the top view.
• Right-click and select Erase.
• Click the background to
de-select all selected items.
© 2012 PTC
Module 4 | Page 7
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3. Expand the Front view
Annotations node in the drawing
tree.
• Select d5, right-click, and
select Unerase.
• Select d25, right-click, and
select Delete.
• Select d2, right-click, and
select Delete.
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Show datum axes using different methods.
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Task 3:
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5. Click Show Model Annotations
.
• Notice the deleted dimensions
may be shown again.
• Select d25 to show it again.
• Click OK in the dialog box.
• Click the background to
de-select all selected items.
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4. Select ANGLE_GUIDE.PRT
from the model tree.
1. Click the Sheet 3 tab to view
sheet 3.
2. Click Show Model Annotations
.
• Select the Datums Tab
.
3. Select the Front view.
• Select axes A_4, A_5, and
A_6 in the dialog box.
• Click Apply in the dialog box.
4. Select the top view and click
Select All
• Click OK.
.
This completes the procedure.
Module 4 | Page 8
© 2012 PTC
Inserting Driven Dimensions
You can add new dimensions to a drawing. These dimensions
reflect model sizes and are therefore driven by the model.
Driven Dimensions:
• Reflect model sizes.
• Update to model changes.
Types:
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Standard
Common Reference
Ordinate/Auto Ordinate
Coordinate
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•
•
•
•
Clipped Dimensions
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Figure 1 – Standard and Common
Reference Dimensions
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Reference Dimensions
Figure 2 – Clipped Dimensions
Figure 3 – Reference Dimensions
Driven Dimensions Theory
New dimensions can be created within a drawing. These inserted dimensions
are often called added or driven dimensions. Driven dimension values reflect
model sizes, therefore they cannot be edited directly. However, driven
dimensions update in a drawing if the model is edited. Driven dimensions
are useful when you need to create a different dimensioning scheme in the
drawing compared to the model dimensioning scheme.
Types of Driven Dimensions
There are many different types of driven dimensions, including the following:
• Standard (New References) — You can create dimensions based upon
one or two selected references. Depending upon the references, the result
can be an angular, linear, radius, or a diameter dimension.
• Common References — You can create dimensions between a common
base reference and one or more other references.
• Ordinate — You can create ordinate dimensions that measure a linear
distance from a reference identified as a baseline.
© 2012 PTC
Module 4 | Page 9
• Auto Ordinate — You can automatically create ordinate dimensions on a
selected surface of a part or sheetmetal part.
• Coordinate — You can assign an existing X and Y dimension to a label
and leader box.
Clipped Dimensions
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• You can create automatically clipped linear dimensions that display twice
the distance between the selected entities. Clipped linear dimensions
are useful for dimensioning revolved protrusions, extrusions, and copy
geometry.
• You can also automatically create one-sided, clipped angular dimensions
that display twice the angle between the selected entities.
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Reference Dimensions
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• Reference dimensions are the same as standard dimensions except that
they have special notation that indicates they are reference dimensions.
• You can use the parenthesize_ref_dim configuration option and edit the
value to yes to enclose these dimensions in parentheses. If this option is
set to no, the text “REF” follows the dimension value.
Module 4 | Page 10
© 2012 PTC
PROCEDURE - Inserting Driven Dimensions
Close Window
Erase Not Displayed
Drawing_Details\Dimensions_Driven_Drw
DRIVEN_DIMS.DRW
Task 1:
Create driven dimensions.
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2. Add a linear driven dimension.
• Select the Annotate tab in the
ribbon.
• Select Dimension - New
from the
References
Dimension types drop-down
menu in the Annotations
group.
• Select the left edge of the
model, as shown.
• Middle-click to place the
dimension on the drawing.
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1. Disable all Datum Display types.
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3. Add a diameter driven dimension.
• Select the edge of the hole
feature twice.
• Middle-click to place the
dimension on the drawing.
• Click Return in the Menu
Manager.
© 2012 PTC
Module 4 | Page 11
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4. Add driven dimensions with a
common reference.
• Select Dimension - Common
from the
References
Dimension types drop-down
menu in the Annotations
group.
• Select the left edge of the
model, then select a second
vertical edge, as shown.
• Middle-click to place the
dimension on the drawing.
• Select a third vertical edge on
the model, as shown.
• Middle-click again to place
a dimension with a common
reference.
• Click Return in the Menu
Manager.
5. Add a reference dimension.
• Select Reference Dimension
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•
, from
- New References
the Reference Dimension
types drop-down menu in the
Annotations group.
Select the vertical edge of the
model, as shown.
Select the arc edge on the
model, as shown.
Middle-click to place the
dimension on the drawing.
When prompted, click Tangent
to dimension in relation to the
tangent edge of the arc.
Click Return in the Menu
Manager.
•
•
•
•
Module 4 | Page 12
© 2012 PTC
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6. Add a clipped angular dimension
to the half view.
• Select Dimension - New
from the
References
Dimension types drop-down
menu in the Annotations
group.
• Select the angled edge of
the model in the half view, as
shown.
• Select the vertical center line
on the model, as shown.
• Select the angled edge of the
model again.
• Middle-click to place the
dimension on the drawing.
• Notice a clipped angular
dimension is created.
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7. Add a clipped linear dimension
to the half view.
• Select the right vertical edge
of the model, as shown.
• Select the vertical center line
on the model, as shown.
• Select the right vertical edge
of the model again.
• Middle-click to place the
dimension on the drawing.
• Notice a clipped linear
dimension is created.
• Click Return in the Menu
Manager.
This completes the procedure.
© 2012 PTC
Module 4 | Page 13
Inserting Ordinate Dimensions
You can create ordinate dimensions on drawings. They appear
with a single witness line and no leader.
Ordinate dimensions:
• Common baseline reference.
• Single witness line and no leader.
Auto ordinate dimensions:
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• Reference single surface.
Ordinate dimension setup options:
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• Control dimension appearance.
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Figure 1 – Ordinate Dimensions
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• Model or created dimensions.
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Convert linear dimensions to
ordinate:
Figure 2 – STD_JIS Standard
Figure 3 – Auto Ordinate
Selected Surface
Inserting Ordinate Dimensions Theory
You can create driven ordinate dimensions on a drawing. These dimensions
are associated with a common baseline reference. Each dimension appears
with a single witness line and no leader. Ordinate dimensions that share the
same baseline must also share a common plane or edge.
You can also automatically create ordinate dimensions on one or more
selected surfaces on a part or sheetmetal part.
You can control how ordinate dimensions are displayed using the following
combination of drawing file setup options:
• ord_dim_standard – Defines the ordinate dimension standard. For
example, std_jis places dimensions along a connecting line that is
perpendicular to the baseline and starts with an open circle.
• draw_arrow_style – Controls the style of the arrow and circle. This can
be open, closed, or filled.
Module 4 | Page 14
© 2012 PTC
• draw_dot_diameter – Sets the diameter for the leader line dots (the circle
on the baseline).
Converting Linear Dimensions to Ordinate Dimensions
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You can convert shown linear model dimensions and created linear model
dimensions to ordinate dimensions. Note, if model dimensions are converted
to ordinate dimensions in a drawing they also appear as ordinate dimensions
in the 3-D model. The conversion process involves selecting a dimension
and then selecting a witness line to be the baseline reference.
© 2012 PTC
Module 4 | Page 15
PROCEDURE - Inserting Ordinate Dimensions
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Drawing_Details\Dimensions_Ordinate
ORDINATE.DRW
Task 1:
Create ordinate dimensions.
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2. Create ordinate dimensions on
the left drawing view.
• Zoom in to the left drawing
view.
• Select the Annotate tab in the
ribbon.
• Select Ordinate Dimension
from the Ordinate
Dimension types drop-down
menu.
• Select the left edge of the
model to specify the baseline.
• Select three vertical edges
and the vertical center line on
the model, as shown.
• Middle-click to place the
dimensions on the drawing.
• Click Return in the Menu
Manager.
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Module 4 | Page 16
© 2012 PTC
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3. Create auto ordinate dimensions
on the center drawing view.
• Zoom in to the center drawing
view.
• Select Auto Ordinate
from the
Dimension
Ordinate Dimension types
drop-down menu.
• Select the surface on the
model, as shown.
• Click OK.
• Select the lower horizontal
edge of the model to specify
the baseline.
• Notice ordinate dimensions
are automatically placed on
the drawing view.
• Click Done/Return.
• Click in the background
to de-select all highlighted
dimensions.
© 2012 PTC
Module 4 | Page 17
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4. Convert linear dimensions to
ordinate dimensions in the right
drawing view.
• Zoom in to the right drawing
view.
• Select the 70 linear dimension.
• Press CTRL, and select the
100, 160, and 190 dimensions.
• Right-click and select Toggle
Ordinate/Linear.
• Notice the selected
dimensions now appear
as ordinate dimensions.
• Click in the background
to de-select all highlighted
dimensions.
Module 4 | Page 18
© 2012 PTC
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• Click Update Sheets
the Update group.
• Notice the display of all
ordinate dimensions in the
drawing has changed.
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5. Change the ordinate dimension
option in the drawing setup file.
• Click File > Prepare >
Drawing Properties .
– In the Detail Options
section, click change in the
Detail Options row.
• Type ord_dim_standard in
the option text box.
• Edit the value to std_jis.
• Click Add/Change.
• Click OK. Click OK to close
the Message window. Click
Close.
• In the ribbon, select the
Review tab.
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This completes the procedure.
© 2012 PTC
Module 4 | Page 19
Adjusting Dimensions and Detail Items
After dimensions and detail items have been placed on drawings,
you can clean them up using various tools.
Adjusting detail items options:
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Cleanup Dimensions
Snap Lines
Manually Move Items
Align Dimensions
Change Dimension Scheme
Figure 1 – Aligned Dimensions
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Figure 2 – Cleaned Up Dimensions with Snap Lines
Adjusting Dimensions and Detail Items Theory
To meet industry drawing standards and enable easier reading of drawings,
you need to be able to change the position of detail items such as dimensions
and axes. There are various ways to adjust dimensions and detail items
including the following.
• Cleanup Dimensions – The Cleanup Dimensions tool is used to reposition
dimensions. You can specify a distance from a view for dimensions, and
specify a distance between dimensions. You can also use the tool to center
text between witness lines, and create breaks in witness lines where they
intersect each other.
• Snap Lines – These are dashed lines used to locate detail items at exact
locations on drawings. You can configure snap lines relative to view
outlines, selected model edges, or datum planes. Note, snap lines can be
configured when using the cleanup dimensions tool.
• Manually Move Items — Using drag handles, you can manually change
the position of dimensions and detail items. When moving dimensions you
can center them between witness lines. You can also move dimensions
from one view to another.
Module 4 | Page 20
© 2012 PTC
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• Align Dimensions – You can align multiple dimensions together. You can
also align linear and angular dimensions at the same time. When you align
mixed dimension types, all dimensions are aligned with the first selected
dimension.
• Change Dimension Scheme – In extreme cases, you can change the
dimension scheme in the model. However, this method should only be
used if the design intent has changed. Any changes to the dimension
scheme are reflected in model drawings. If the model dimension scheme
does not meet your detailing requirements, you should consider adding
driven dimensions to the drawing.
© 2012 PTC
Module 4 | Page 21
PROCEDURE - Adjusting Dimensions and Detail Items
Close Window
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Drawing_Details\Dimensions_Adjust
ADJUST_DIMS.DRW
Task 1:
Clean up dimensions on the drawing.
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2. Move a dimension to another
view.
• Select the Annotate tab in the
ribbon.
• Select the 8.10 diameter
dimension on the front view.
• Right-click and select Move
Item to View.
• Select the top view.
• Notice the dimension has
moved to the selected view.
• Click in the background
to de-select all highlighted
dimensions.
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3. Cleanup dimensions in the front
view.
• Click Cleanup Dimensions
from the Annotations
group.
• Drag a window to select all the
dimensions in the front view,
as shown.
• Click OK.
• In the Clean Dimensions
dialog box, type 30 in the
Offset text box.
• Type 15 in the Increment text
box.
• Ensure the Create Snap
Lines check box is selected.
• Click Apply and click Close.
• Notice the dimensions have
been cleaned up and snap
lines have been created.
Module 4 | Page 22
© 2012 PTC
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5. Align two dimensions.
• Select the 5 linear dimension
in the top view.
• Press CTRL and select the
4 linear dimension in the top
view.
• Right-click and select Align
Dimensions.
• Notice the dimensions are now
aligned.
• Click in the background
to de-select all highlighted
dimensions.
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4. Move a dimension using drag
handles.
• Select the 8.10 diameter
dimension in the top view.
• Drag the dimension to a new
location, as shown.
• Click in the background
to de-select all highlighted
dimensions.
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6. Use drag handles to modify a
hole axis center line.
• Zoom in to the top view.
• Select the hole axis, as shown.
• Drag each vertical end of
the axis center line to a new
position.
• Click in the background to
de-select all highlighted items.
This completes the procedure.
© 2012 PTC
Module 4 | Page 23
Changing Dimension Display
You can customize the display of dimensions in drawings. You
can do this globally or for selected dimensions.
Global dimension display control:
• Drawing setup file options
• Configuration file options
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Figure 1 – Flip Arrows
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• Flip arrows
• Configure witness line display
• Dimension text display
– Dimension Properties dialog box
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Edit the display of selected dimensions:
Figure 2 – Witness Line Breaks and Jogs
Changing Dimension Display Theory
To meet your company drawing requirements you need to be able to edit the
display of dimensions in drawings. You can control the display of dimensions
globally using two different configuration methods:
• Drawing setup file options – Using various drawing setup file options, you
can control the display of all dimensions in a drawing . You can configure
these options to conform to either ANSI or ISO standards. Drawing setup
file options relate to all aspects of drawing configuration including:
– Dimension text size and font.
– Dimension orientation.
– Witness line configuration.
– Dimension arrow style.
– Number of decimal places displayed in dimensions.
– Display dimension on the drawing in two different units.
Module 4 | Page 24
© 2012 PTC
• Configuration file options – There are a number of options that relate to
drawings and dimension display including:
– Setting the displayed units for angular dimensions.
– Displaying reference dimensions with parentheses or appending
reference dimensions with REF text.
You can also control the display of dimensions by selecting and then editing
the display of specific dimensions. A number of options are available,
including:
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• Flip arrows – You can edit the arrow direction for diameter, radius, linear
and angular dimensions. Various options are available and are dependent
on the text_orientation setting in the drawing setup file.
• Configure witness line display – You can customize witness lines in many
ways including adding breaks, adding jogs, and editing the gap between
the model and the witness line using drag handles.
• Configure arrow head style display – You can customize arrow head style;
options include dot, filled dot, double arrow, and slash.
• Editing dimension text display – The Dimension Properties dialog box
enables you to format the display of selected dimensions. From within the
dialog box you can do the following:
– Configure the display of dimensions to decimal or fractional format
and adjust the settings for decimal places, trailing zeros, and angular
dimension units.
– Modify the dimension values and configure tolerances.
– Edit the way the dimension is displayed (basic or inspection).
– Format the positioning and decimal places for dual dimensions.
– Show and erase dimension witness lines.
– Modify dimension text, including displaying symbolic values rather than
dimensional values, and adding prefixes and postfixes.
– Specify the dimension text style, including font type, height, line spacing,
and color.
© 2012 PTC
Module 4 | Page 25
PROCEDURE - Changing Dimension Display
Close Window
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Drawing_Details\Dimensions_Display
Task 1:
PLATE.DRW
Edit the display of various dimensions.
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2. Edit the arrow direction on the
diameter dimension.
• Select the Annotate tab in the
ribbon.
• Select the 10 dimension on
the drawing, as shown.
• Right-click and select Flip
Arrows.
• Notice the dimension arrows
update.
• Right-click and select Flip
Arrows again.
• Notice the dimension arrows
update again.
• Click in the background to
de-select the dimension.
• Note, you can use the same
method to flip arrows on
radius, linear, and angular
dimensions.
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3. Dynamically drag a witness line
end using drag handles.
• Select the 40 horizontal
dimension on the drawing, as
shown.
• Drag the top end of the left
witness line to a new location,
as shown.
• Click in the background to
de-select the dimension.
Module 4 | Page 26
© 2012 PTC
4. Add a jog to a witness line.
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5. Add a break to a witness line.
from the
• Click Break
Annotations group.
• Select the right witness line on
the 30 horizontal dimension,
as shown.
• Select the horizontal
intersecting witness line
from the 10 dimension, as
shown.
• Click Default for the break
size.
• Middle-click to exit adding
break.
• Notice a break is created in
the vertical witness line.
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• Click Jog
from the
Annotations group.
• Select the 40 horizontal
dimension on the drawing.
• Select a location on the left
witness line to specify the jog
point.
• Drag the jog point to a new
location, as shown.
• Click to locate the new position
for the jog point.
• Middle-click to exit creating
jogs.
© 2012 PTC
Module 4 | Page 27
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This completes the procedure.
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6. Edit the dimension properties on
the diameter dimension.
• Select the 10 dimension on
the drawing, as shown.
• Right-click and select
Properties.
• Select the Display tab.
• Select Above extended
elbow from the Text
Orientation drop-down list.
• Click OK.
• Notice the dimension display
updates, as shown.
• Click in the background to
de-select the dimension.
Module 4 | Page 28
© 2012 PTC
5
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Module
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Adding Notes to Drawings
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You can add notes to drawings to convey additional manufacturing and
process information. Notes can include textual information and parametric
information such as model dimensions and model parameters. Parametric
information automatically updates when you edit referenced models.
Objectives
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In this module, you learn how to add notes to drawings that contain
parametric information, such as model dimensions. You learn how to edit
notes, including how to edit text style and modify note attributes. You also
learn how to associate notes with dimensions and model views.
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After completing this module, you will be able to:
• Add model notes to drawings.
• Create new notes in drawings.
• Edit notes in drawings.
• Edit the display of notes.
• Associate notes with model views and dimensions.
© 2012 PTC
Module 5 | Page 1
Adding and Editing Notes
You can add notes containing textual information to drawings.
You typically use them to convey dimensional, assembly, and
process information.
Adding Notes:
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• Show model notes.
• Create new notes:
– Type text
– From file
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Editing attributes
Moving notes
Editing note properties
Adjusting the text box
Grouping notes
Figure 1 – Editing Note Properties
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Editing Notes:
Figure 2 – Shown 3-D Model Note
Figure 3 – Created Drawing Note
Adding Notes in a Drawing
You can add notes containing text information to drawings. You can add
the notes in two ways:
• Show model notes — You can show previously created notes from the
model in a drawing. These notes can be 3-D model notes or cosmetic
thread notes.
• Create new notes — You can create new notes that are shown and stored
only within drawings. You can create a note by typing text or by retrieving
a previously saved text file. In both cases you can format the note style
to suit your requirements.
Editing Notes
There are many options available for editing notes including the following:
• Editing attributes — You can create notes with or without leaders. You can
also edit the arrow style of notes with leaders. In addition, you can add
jogs to leaders if required.
Module 5 | Page 2
© 2012 PTC
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• Moving notes — You can move notes to selected locations just like other
detail items.
• Editing note properties — You can edit the content or text style of notes.
Text style options include editing the font, thickness, slant, and angle of a
note. You can move the text position in a note using the horizontal and
vertical alignment options. You can also add common drawing symbols to
a note by selecting them from a symbol palette.
• Adjusting the text box — You can adjust the text box containing a note
using drag handles. The text within a note automatically adjusts to the
size configured.
• Grouping notes — You can group notes and other detail items together
so they move as one object.
© 2012 PTC
Module 5 | Page 3
PROCEDURE - Adding and Editing Notes
Close Window
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Drawing_Details\Notes_Adding
Task 1:
PLATE.DRW
Add notes to the drawing.
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2. Show a 3-D note from the model
in the drawing.
• Select the general view on the
drawing.
• In the ribbon, select the
Annotate tab.
• Click Show Model
from the
Annotations
Annotations group.
• If necessary, select the Note
tab.
• Select the Show check box.
• Click OK.
• Notice a 3-D model note
appears in the selected view.
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Module 5 | Page 4
© 2012 PTC
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• Click Note
from the
Annotations group.
• Click With Leader > Make
Note.
• Ensure On Entity and Arrow
Head are selected.
• Select the chamfered edge in
the general view, as shown.
• Click Done.
• Select a location for the note
below the general view.
• Type ALL SLOT EDGES
CHAMFERED in the Message
Input Window.
• Press ENTER twice to
complete typing text.
• Notice a note appears.
• Click Done/Return.
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3. Create a new note in the drawing
by typing text.
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4. Create a new note in the drawing
by retrieving a text file.
• Click Note
from the
Annotations group.
• Click No Leader > File > Make
Note.
• Select a location for the note
below the general view.
• In the Open dialog box, select
INFORMATION.TXT and click
Open.
• Notice a new note appears.
• Click Done/Return.
© 2012 PTC
Module 5 | Page 5
Task 2:
Edit note properties.
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2. Edit the text style of a note.
• Select the information note, as
shown.
• Right-click and select
Properties.
• Select the Text Style tab.
• Clear the Default check box
for the Font.
• Edit the font to filled.
• Clear the Default check box
for the Height.
• In the Height text box, type
0.2.
• Click OK.
• Notice the note text has
updated, as shown.
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1. Edit the attachment point of a
note with a leader.
• Select the ALL SLOT EDGES
CHAMFERED note.
• Right-click and select Edit
Attachment.
• Select the lower chamfered
edge in the general view.
• Notice the arrow leader
updates to the selected edge.
• Click Done/Return.
This completes the procedure.
Module 5 | Page 6
© 2012 PTC
Using Parametric Information and Special
Characters in Notes
You can display parametric model information such as model
dimensions in drawing notes. You can also use special
characters to further refine the appearance of drawing notes.
Parametric Information:
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• Model Dimensions
– Driven Dimensions
• Model Parameters
• System Parameters
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Figure 1 – Display Model
Dimensions in Notes
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• Boxed Notes
• Leader Attachment
• Superscript and Subscript Text
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Special Characters:
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Figure 2 – Model and System
Parameters
Figure 3 – Boxed Text
Parametric Information in Notes Theory
You can display parametric information, contained in models associated
with drawings, in drawing notes. This includes model dimensions, model
parameters, and system parameters. In each case, the parametric information
must be preceded by an ampersand. For example, to display the value of a
user-defined model parameter named “cost” in a note, you must type &cost.
• Model dimensions — All model dimensions have both symbolic and
numeric values. By default, dimensions are assigned symbolic values
using the format d##. You can display the value of model dimensions in a
note by typing the dimension symbol and preceding it with an ampersand,
for example &d21, where d21 is the symbolic value for a model dimension.
If you include a shown model dimension in a note then it is automatically
removed from display in a drawing. You can also edit the value of model
dimensions in notes by selecting them directly within the note.
– Driven dimensions — You can include driven dimensions in notes.
The symbolic format for driven dimensions is ad##. You can include
driven dimensions in notes by typing the driven dimension symbol and
preceding it with an ampersand. For example, you can include the
driven dimension ad10 by typing &ad10 in a note.
© 2012 PTC
Module 5 | Page 7
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• Model parameters — You can display the value of user-defined model
parameters in notes. To do this you must precede the name of the
parameter with an ampersand, for example &material.
• System parameters — You can display standard system parameters in
notes. These parameters must be preceded by an ampersand to display
their values. For example, &scale displays the drawing scale. You can
display a number of system parameters including the following:
– &todays_date — Displays the creation date of the note. You can
control the format of the date using the configuration file option
todays_date_note_format.
– &model_name — Displays the name of the current model in the drawing.
– &dwg_name — Displays the drawing name.
– &scale — Displays the drawing scale.
– &type — Displays the model type (part or assembly).
– &current_sheet — Displays the current sheet number.
– &total_sheets — Displays the total number of sheets in the drawing.
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You can include special characters in notes to further refine their display. You
can configure the following options:
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• Boxed notes — You can enclose all or part of a note in a box by typing
@[text@], where text indicates the note text included in the box. If you omit
the @] then all the text after @[ is included in a box.
• Leader attachment — In multiple line notes you can attach the note leader
to a specific line by typing the placeholder parameter @O (alphabetic
character, not zero), at the beginning of the line.
– Superscript and subscript text — You can include superscript text in a
note by typing @+text@#, and you can include subscript text by typing
@-text@#.
Module 5 | Page 8
© 2012 PTC
PROCEDURE - Using Parametric Information and
Special Characters in Notes
Close Window
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Drawing_Details\Notes_Parameters
Task 1:
BRACKET.DRW
Use parametric information in notes.
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2. Insert model dimensions in a
note.
• In the ribbon, select the
Annotate tab.
from the
• Click Note
Annotations group.
• Ensure With Leader, Enter,
Horizontal, Standard, and
Default are selected.
• Click Make Note.
• Ensure On Entity and Arrow
Head are selected.
• Select the lower chamfered
edge in the front view.
• Click Done.
• Select a location for the note
below the front view.
• Note all the model dimensions
switch to symbolic values.
• Type FOUR EDGES
CHAMFERED &d4 X &d7.
• Press ENTER twice.
• Notice the note displays the
chamfer dimensions, and
these dimensions are no
longer displayed in the side
view.
• Click Done/Return.
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You can still edit the chamfer dimensions by selecting them directly
within the note.
© 2012 PTC
Module 5 | Page 9
3. Verify the parameters in the
model.
• In the ribbon, select the Tools
tab.
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4. Insert a model parameter and a
system parameter in a note.
• In the ribbon, select the
Annotate tab.
from the
• Click Note
Annotations group.
• Ensure No Leader, Enter,
Horizontal, Standard, and
Default are selected.
• Click Make Note.
• Select a location for the note
below the front view.
• Type Material = &material.
• Press ENTER once.
• Type Model Name =
&model_name.
• Press ENTER twice.
• Click Done/Return.
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• Click Parameters
from the
Model Intent group.
• Select Part in the Look In
drop-down list.
• Note the value of the material
parameter. Click OK.
Notice the first line of the note displays the value of the material
parameter from the model, the second line of the note displays the
name of the model in the drawing.
Module 5 | Page 10
© 2012 PTC
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This completes the procedure.
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1. Create boxes around a note.
• If necessary, select the
previously created two line
note, as shown.
• Right-click and select
Properties.
• Edit the first line to @[Material
= &material.
• Edit the second line to Model
Name = &model_name@].
• Click OK.
• Click in the background to
de-select highlighted items.
• Notice each line of the note is
now enclosed by a box.
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Use special characters in notes.
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Task 2:
© 2012 PTC
Module 5 | Page 11
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Module 5 | Page 12
© 2012 PTC
6
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Adding Tolerance Information
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Module
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Module Overview
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In drawings, tolerances are acceptable deviations in any given dimension or
product attribute, such as the flatness of a surface. There are two different
types of tolerance. Dimensional tolerances are the acceptable variations in
dimensions, and affect part size and mass properties. You use geometric
tolerances to specify geometric characteristics, such as the linearity of
surfaces and circularity of holes. You can use tolerances during part
inspection to ensure that parts have been manufactured within specification.
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In this module, you learn how to work with dimensional and geometric
tolerances within parts and drawings. You learn how to configure ANSI and
ISO standard dimensional tolerances. You also learn how to create geometric
tolerances in drawings.
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Objectives
After completing this module, you will be able to:
• Create dimensional tolerances.
• Create geometric tolerances.
• Place tolerances on a drawing.
• Modify tolerances on a drawing.
© 2012 PTC
Module 6 | Page 1
Understanding Dimensional Tolerances
Dimensional tolerances enable you to specify allowable
variations in model dimensions.
Dimensional Tolerances:
• General
• Individual
Tolerance Standards:
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• ANSI
• ISO
Figure 1 – ISO Tolerance Example
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Limits
Plus-Minus
Symmetric
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Tolerance Display Formats:
General
Broken edge
Holes and shafts
Tolerance class
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ISO Tolerance Tables:
Figure 2 – Tolerance Formats
Understanding Dimensional Tolerances
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When you design a part in Creo Parametric you specify allowable variations
in model dimensions. These variations are known as dimensional tolerances.
All model dimensions are controlled by tolerances, except basic dimensions
which are considered exact. By default, all model dimensions have a general
tolerance applied to them. However, you can also apply individual tolerances
to model dimensions. General tolerances apply to all model dimensions that
appear in a nominal format, without a specific tolerance applied, whereas
individual tolerances are applied to specific individual dimensions.
Tolerance Standards
You can specify the tolerance standard for a model to be either ANSI or ISO.
• ANSI Tolerance Standard — This is the default tolerance standard in Creo
Parametric. The tolerance is based on the nominal dimension's number
of digits after the decimal point. You can control this globally using the
configuration file options linear_tol, and angular_tol. You can also set
individual dimensions with a specific number of digits after the decimal
point.
• ISO Tolerance Standard — This tolerance standard is controlled by a set of
standard tolerance tables. The tolerance tables are loaded into a model
when the tolerance standard is specified as ISO. The tables are removed
from a model if the tolerance standard is changed to ANSI.
Module 6 | Page 2
© 2012 PTC
Tolerance Display Formats
You can display dimensional tolerances in four types of formats :
• Nominal — The nominal dimension appears.
• Limits — The nominal dimension is not displayed, instead the upper and
lower limit values appear.
• Plus-Minus — The nominal value appears together with the positive and
negative variation.
• Symmetric — The nominal value appears together with a symmetric
positive and negative variation.
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ISO Tolerance Tables
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For models configured to the ISO standard, you can assign dimensions
to different tolerance tables depending on your requirements. By default,
dimensions are assigned to the General table. When you assign a dimension
to a table, the tolerance table and the dimension value control the resulting
tolerance values of the dimension. You can edit the tolerance table reference
to any of the following tables:
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• General — There can be only one general tolerance table assigned to a
model. You can combine this with a specific tolerance class to apply the
dimensional tolerance to unassigned dimensions.
• Broken edge — Similar to general tolerance tables, there is only one broken
edge table in a model, this applies to radii dimensions and chamfers.
• Holes and shafts — There can be as many hole and shaft tolerance tables
in a model as required. These tables are applied to dimensions based on
specific functional needs and the required manufacturing tolerances.
• Tolerance class — Each ISO standard model has an extra attribute called
the tolerance class which determines the general coarseness of the model.
You can select fine, medium, coarse or very coarse depending on your
requirements. You use the tolerance class with the dimension value when
retrieving tolerances for general or broken edge dimensions.
© 2012 PTC
Module 6 | Page 3
Configuring Dimensional Tolerances
You can configure dimensional tolerances within models and
drawings. You can configure global default tolerance settings
and assign specific tolerances to individual dimensions.
Default settings for dimensional
tolerances:
• Dimension Properties
– Tolerance mode
– Tolerance values
– ISO tolerance tables
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• Configuration File Options
– tolerance_standard
– tol_mode
– linear_tol
– angular_tol
– tolerance_class
– tolerance_table_dir
• Drawing Setup File Option
– tol_display
Assigning Individual Tolerances:
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Switching Tolerance Standards:
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• ANSI to ISO
– Tolerance class
– Specific tolerance tables
• ISO to ANSI
– All ISO tables removed
Figure 1 – ANSI Dimension
Tolerance Properties
Figure 2 – ISO Dimension Tolerance
Properties
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Configuring Dimensional Tolerances
The default settings for how tolerances are configured and displayed in
models and drawings are controlled by the following options.
• Configuration File Options:
– tolerance_standard — This option determines the tolerance standard.
It can be ANSI or ISO; the default setting is ANSI. You configure ANSI
tolerances using the number of decimal places displayed in dimensions.
You configure ISO tolerances using tolerance tables.
– tol_mode — This option determines the default tolerance displayed on
dimensions. You can edit it to nominal, limits, plusminus, plusminussym,
or plusminussym_super. This option applies to all new features and
parts after it has been configured. It does not apply retroactively to any
existing parts. The default setting is limits. Therefore, if you require
most dimensions to be displayed as nominal for example, you should
configure this option before creating part models.
– linear_tol — Configures the default tolerance for linear dimensions when
the tolerance_standard is ANSI. For example, linear_tol 2 0.05 specifies
a tolerance of 0.05 for linear dimensions with two decimal places. You
can select multiple linear_tol options, one for each number of required
decimal places.
Module 6 | Page 4
© 2012 PTC
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– angular_tol — Configures the default tolerance for angular dimensions
when the tolerance_standard is ANSI. For example, angular_tol 1 0.5
sets a tolerance of 0.5 for angular dimensions with one decimal place.
You can select multiple angular_tol options, one for each number of
required decimal places.
– tolerance_class — Configures the default tolerance class for ISO
tolerance standard models. The options are medium, fine, coarse, or
very coarse.
– tolerance_table_dir — Configures the default directory for user-defined
ISO tolerance tables.
• Drawing Setup File Option:
– tol_display — Determines whether tolerances appear in drawings. The
default setting is no. Note the Environment dialog box option to display
tolerances is not available when you create drawings.
Assigning Individual Tolerances
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You can assign specific, non-default dimensional tolerances in the model
or in the drawing. The Dimension Properties dialog box provides you with
a number of options. These options vary depending on which tolerance
standard you use, for example ANSI or ISO:
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• Tolerance mode — Enables you to specify the tolerance display. The
options are nominal, limits, plus-minus, +-symmetric, or +-symmetric
(superscript). The last option displays the tolerance in superscript, for
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example
.
• Tolerance values — You can specify different tolerance values. Depending
on the type of tolerance being configured, you can specify either the
nominal value and/or the upper and lower tolerance values.
• Tolerance tables — If you select the ISO tolerance standard, then you can
specify which tolerance table is assigned to a dimension. You can select
general, broken edge, hole, or shaft tables. For hole and shaft tables you
can also select which specific table is used; for example, hole-g3 table.
Switching Tolerance Standards
You can switch the tolerance standard applied to a model at any time.
• ANSI to ISO — When you switch from ANSI to ISO all model dimension
tolerances are controlled by ISO tolerance tables. By default, dimensions
are assigned to the general table. You can configure additional items:
– Tolerance class — Having selected the ISO tolerance standard, you can
specify the tolerance class. You can specify the class as fine, medium,
coarse, or very coarse depending on your requirements. The default
setting is medium. You use the tolerance class with the dimension value
when retrieving tolerances for general or broken edge dimensions.
– Specific tolerance tables — To refine your tolerances, you can assign
broken edge tables to external radii and chamfer dimensions, and you
can assign hole and shaft tables to hole and shaft diameter dimensions.
• ISO to ANSI — When you switch from ISO to ANSI, the ANSI tolerances
are configured using each nominal dimension’s number of digits. All
referenced tolerance tables are removed from the model.
© 2012 PTC
Module 6 | Page 5
PROCEDURE - Configuring Dimensional Tolerances
Close Window
Erase Not Displayed
Drawing_Details\Dimensions_Tolerances
Task 1:
PLATE.PRT
Add tolerances to dimensions in a design model and a drawing.
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2. Display tolerances in the model.
• Select the EXTRUDE feature
in the model tree. Right-click
and select Edit.
• Notice dimensional tolerances
do not appear.
• Click File > Options.
• In the Creo Parametric Options
dialog box, select the Entity
Display category.
• Select the Show dimension
tolerances check box.
• Click OK.
• Click NO from the Creo
Parametric Options dialog box.
• Select the EXTRUDE feature
in the model tree. Right-click
and select Edit.
• Notice dimensional tolerances
now appear and the default
ANSI tolerance values appear
at the bottom of the graphics
window.
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1. Disable all Datum Display types.
3. Edit a tolerance in the model.
• Select the 100 dimension.
• Right-click and select
Properties.
• Edit the Tolerance mode to
Plus-Minus.
• Edit the lower tolerance value
to –0.02. Click OK.
Module 6 | Page 6
© 2012 PTC
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from the Quick
• Click Open
Access toolbar.
• Select PLATE.DRW and click
Open.
• Notice tolerances are not
displayed in the drawing.
• Click File > Prepare >
Drawing Properties.
• In the Drawing Properties
dialog box, click change in the
Detail Options row.
• Type tol_display in the Option
text box.
• Select Yes for the value.
• Click Add/Change. Click OK.
• Click Close.
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4. Display tolerances in a drawing.
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from the In
• Click Repaint
Graphics toolbar.
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Tolerance display in drawings is controlled through the drawing
setup option tol_display.
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5. Edit a tolerance in the drawing.
• Select the Annotate tab in the
Drawing ribbon.
• Select the 140 dimension.
• Right-click and select
Properties.
• Edit the Tolerance mode to
Limits. Click OK.
• You can edit tolerances in both
models and drawings.
© 2012 PTC
Module 6 | Page 7
Task 2:
Configure ISO tolerances in a model and a drawing.
1. Change the model to ISO tolerance standard.
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• Click Windows
from the Quick Access toolbar and select
PLATE.PRT.
• Click File > Prepare > Model Properties.
• In the Model Properties dialog box, click change in the Tolerance
row.
• Click Standard > ISO/DIN.
• Click Yes to regenerate the model.
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2. Change the tolerance class.
• Click Model Class > FINE.
• Click Yes to regenerate the model.
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4. Activate the drawing.
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3. Add a tolerance table to the model.
• Click Tol Tables > Retrieve.
• Select HOLE_G.TTL, and click Open.
• Click Yes to regenerate the model.
• Click Done/Return.
• Click Close from the Model Properties dialog box.
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from the
• Click Windows
Quick Access toolbar and
select PLATE.DRW.
• Notice the dimensional
tolerance values have
changed because the model
is now controlled by ISO
tolerance tables.
5. Apply the hole tolerance table to
the hole diameter.
• Select the 30 hole diameter
dimension.
• Right-click and select
Properties.
• Edit the Tolerance mode to
Plus-Minus.
• Edit the Tolerance table to
Hole. Click OK.
This completes the procedure.
Module 6 | Page 8
© 2012 PTC
Understanding Geometric Tolerances
Geometric tolerances are the maximum allowable deviation from
the exact sizes and shapes specified in a model design.
Figure 1 – Geometric Tolerance
Example
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• Specify critical surfaces.
• Document related critical
surfaces.
• Provide inspection and deviation
information.
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Geometric tolerances enable you
to:
Geometric Tolerance Types:
– Flatness
– Perpendicularity
• Location
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– Circularity
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– Surface
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– Cylindricity
• Profile
– Line
Parallelism
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• Orientation
– Angularity
• Form
– Straightness
–
Position
–
Concentricity
– Symmetry
• Runout
–
Circular
–
Total
Geometric Tolerances Theory
Geometric tolerances are detailing tools that enable you to:
• Specify the critical surfaces on a part model.
• Document the relationship between critical surfaces.
• Provide information on how the part should be inspected and what
deviations are acceptable.
Within drawings, you can either show a geometric tolerance from the solid
model or create a geometric tolerance directly in the drawing. Geometric
tolerances have a number of characteristics including the following:
• You can attach a geometric tolerance to dimensions (reference, driven,
radius, or diameter), set datums, single or multiple edges, or another
geometric tolerance. You can also place geometric tolerances as free
notes anywhere on the drawing, or attach them to leader elbows for notes,
or relate them to dimension text.
• You can attach multiple lines of additional text and text symbols to a
geometric tolerance while creating or editing it.
© 2012 PTC
Module 6 | Page 9
• You can stack multiple geometric tolerances one above the other. In
addition, if the first tolerance in a stack is attached to a dimension, then you
can attach additional stacked geometric tolerances to the same dimension.
Types of Geometric Tolerances
Geometric tolerances are classified by class and type. Each type has a
special symbol used to show the tolerance condition. You can use the
following types and symbols.
Type and Symbol
Reference Entity
Form
Straightness
Surface of revolution, axis, or
straight edge
Cylindricity
Profile
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Cylindrical surface
Edge
Line
Surface (not datum plane)
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Surface
Angularity
Plane, surface, or axis
Parallelism
Cylindrical, surface, or axis
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Orientation
Cylinder, cone, or sphere
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Circularity
Plane surface (not datum plane)
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Flatness
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Class
Perpendicularity
Location
Planar surface
Any
Position
Concentricity
Symmetry
Runout
Circular
Total
Module 6 | Page 10
Axis, or surface of revolution
Any
Cone, cylinder, sphere, or plane
Cone, cylinder, sphere, or plane
© 2012 PTC
Setting Up Geometric Tolerance References
Before you can apply geometric tolerances you must set
up certain references including reference datums and basic
dimensions.
Set Up Geometric Tolerance
References:
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Basic Dimensions
Reference Datums
Inspection Dimensions
Datum Targets
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Figure 1 – Reference Datum
Figure 3 – Inspection Dimension
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Figure 2 – Basic Dimension
Setting Up Geometric Tolerance References
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You must set up certain geometric tolerance references before you can place
geometric tolerances. This includes the following items:
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• Basic Dimensions — Basic dimensions are theoretically exact dimensions
that appear with the measurement value in a feature control frame. You
can configure them by selecting existing dimensions in drawings. Any
tolerances are automatically removed from the selected dimension,
because you cannot add tolerances to basic dimensions.
• Reference Datums — Are theoretically exact datum planes or datum axes.
A reference datum is the origin from which the location or geometric
characteristics of features of a part are defined. Before you can reference
a datum plane or datum axis in a geometric tolerance, you must set it.
When you set a datum, its name is enclosed in a rectangle. Once you
have set a datum, you can still use it, for example, when creating features
or assembling parts.
• Inspection Dimensions — Normally indicate that a dimension is measured
frequently during the quality control checking of a component. (Typically,
when performing quality control checks not all component dimensions are
checked). You can configure inspection dimensions by selecting existing
dimensions in drawings and editing their properties.
• Datum Targets — Indicate critical measurement points on a plot. You can
create a datum target specifying any set datum point, except one that has
been created using Offset Csys. Point datum targets reference a selected
set datum point on a surface or edge. Diameter datum targets contain
a required diameter. Box datum targets contain the dimensions of the
selected area, and Line datum targets contain the datum name and a
leader line pointing to the selected datum curve.
© 2012 PTC
Module 6 | Page 11
PROCEDURE - Setting Up Geometric Tolerance
References
Close Window
Erase Not Displayed
Drawing_Details\Gtol_References
Task 1:
GTOL_REFS.DRW
Configure a basic dimension and an inspection dimension.
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2. Configure a basic dimension.
• Select the Annotate tab in the
Drawing ribbon.
• Select the 140 horizontal
dimension in the front view.
• Right-click and select
Properties.
• Select the Display tab.
• Select the Basic option.
• Click OK.
• Notice that the dimension is
now displayed in a feature
control frame. Notice also
the tolerances have been
removed automatically.
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1. Disable all Datum Display types.
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3. Configure an inspection
dimension.
• Select the 120 horizontal
dimension in the front view.
• Right-click and select
Properties.
• Select the Display tab.
• Select the Inspection option.
• Click OK.
• Notice that the dimension
now appears as an inspection
dimension.
Module 6 | Page 12
© 2012 PTC
Task 2:
Set a reference datum in a drawing.
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• Click Set Datum
to
specify the datum plane
appearance.
• Click On Surface in the
Definition area.
• Select the front surface of the
model in the front view, as
shown.
• Click OK.
• Notice that the reference
datum appears in the side
projection view.
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1. Create a reference datum plane.
• Select Model Datum Plane
from the Model Datum
types drop-down menu in the
Annotations group.
• Type A in the Name text box.
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This completes the procedure.
© 2012 PTC
Module 6 | Page 13
Applying Geometric Tolerances
Geometric tolerances are displayed in a standard layout known
as a feature control frame. It is important to understand the
elements within a feature control frame.
Feature Control Frame Elements:
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• The type of tolerance.
• Model and reference entities.
• Datum references and material
conditions.
• Tolerance value and material
condition.
• Symbols and modifiers.
• Additional text.
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• Geometry Control Tool
– Tolerance Symbol
• Tolerance Zone
– Tolerance Value
– Material Condition
– Symbols
• Datum Reference Frame
– Datum References
Creating geometric tolerances involves
specifying:
Figure 1 – Feature Control Frame
Feature Control Frame Elements
Geometric tolerances are displayed in a standard layout called a feature
control frame. This is a rectangular box containing all the elements that
make up geometric tolerances. This includes the geometry control tool, the
tolerance zone definition, and the datum reference frame definition.
• Geometry Control Tool — This contains the type of tolerance displayed as
a symbol; for example, Circularity.
• Tolerance Zone — This can contain the following items:
– Tolerance Value — The stated tolerance value.
– Material Condition — Geometric tolerances are understood to be
applied regardless of feature size (RFS). If Least Material Condition
(LMC) or Maximum Material Condition (MMC) is required, it is placed in
the feature control frame.
♦ Regardless of Feature Size (RFS) — Indicates that a geometric
tolerance or datum reference applies to any increment of size of
the feature within its size tolerance. If no symbol is shown it is
understood as RFS.
Module 6 | Page 14
© 2012 PTC
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Creating Geometric Tolerances
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♦ Least Material Condition (LMC) — The condition in which a feature of
size contains the least amount of material within stated limits of size.
For example, maximum hole diameter and minimum shaft diameter.
♦ Maximum Material Condition (MMC) — The condition in which a
feature of size contains the maximum amount of material within stated
limits of size. For example, minimum hole diameter and maximum
shaft diameter.
– Symbols — You can add other symbols; for example, Free State,
Projected Tolerance Zone, or Statistical Tolerance.
♦ Free State (F) — Indicates that components should not be restricted
during inspection.
♦ Projected Tolerance Zone (P) — Indicates that the standard tolerance
is extended beyond the surface of the part, not within the part.
♦ Statistical Tolerance (ST) — Is a tolerance for the part or assembly
based on the results of a statistical calculation. The desired result
is larger tolerances.
• Datum Reference Frame — This can contain up to three datum references,
known as primary, secondary, and tertiary datums. You can add a material
condition to each datum reference.
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on the drawing, and updates automatically as you configure the tolerance.
This enables you to check the configuration as you make adjustments, if
necessary. The steps involved in creating geometric tolerances include:
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• Specifying the type of geometric tolerance to insert; for example, Position.
• Using the tabbed pages in the Geometric Tolerance dialog box to configure
the following elements:
– Specify the model and the reference entity to which you add the
geometric tolerance, as well as place the geometric tolerance on the
drawing.
– Specify the datum references and material conditions for the datum
references.
– Specify the tolerance value and the material condition.
– Specify the geometric tolerance’s symbols and modifiers, as well as the
projected tolerance zone.
– Specify additional text that you want associated with a geometric
tolerance while creating or editing it.
© 2012 PTC
Module 6 | Page 15
PROCEDURE - Applying Geometric Tolerances
Close Window
Erase Not Displayed
Drawing_Details\Gtol_Applying
Task 1:
PISTON.DRW
Create a geometric tolerance in the drawing.
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Concentricity
tolerance
option.
For the Reference Type, select
Surface from the drop-down
list.
Select the hole surface, as
shown in the front view.
For the Placement Type,
select With Leader from the
drop-down list.
If necessary, click On Entity >
Arrow Head.
Select the hole edge, in view
Section A-A, as shown.
Click Done.
Select a location for the
tolerance above and to the
right of the view Section A-A,
as shown.
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2. Start creating the geometric
tolerance for concentricity.
• Select the Annotate tab in the
ribbon.
• Click Geometric Tolerance
, from the Annotations
group.
• In the Geometric Tolerance
dialog box, select the
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1. Disable all Datum Display types.
•
•
•
•
Module 6 | Page 16
© 2012 PTC
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3. Continue configuring the
geometric tolerance for
concentricity.
• Select the Datum Refs tab.
• Select A from the Basic
drop-down list.
• Notice RFS (no symbol) is
configured for the material
condition.
• Select the Tol Value tab.
• Type 0.002 in the Overall
Tolerance text box.
• Select the Symbols tab.
• Select the Diameter Symbol
and Free State check boxes.
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Notice the display of the geometric tolerance in the drawing
automatically updates as you make changes to the configuration
in the dialog box. You can change previously configured items at
any time.
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4. Complete the configuration of
the geometric tolerance for
concentricity.
• Click OK to complete the
configuration.
This completes the procedure.
© 2012 PTC
Module 6 | Page 17
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Module 6 | Page 18
© 2012 PTC
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Module
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Adding Draft Geometry and Symbols
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Module Overview
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Drawing symbols consist of draft geometry and text. You can use them
as simple labels in drawings. You can also create and use more complex
symbols such as surface finish symbols, welding symbols, and electrical
component symbols.
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Draft geometry enables you to execute many tasks in drawings, including
configuring symbol shapes, annotating model drawings and drawings
imported from other systems, and creating drawing formats.
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In this module, you learn different methods for creating and editing draft
geometry, including sketching, importing 2-D data, and using existing model
geometry. You learn how to use various symbol placement tools for placing
surface finish symbols, custom symbols, and symbols from a palette. You also
learn how to create simple and generic symbols for use in symbol libraries.
Objectives
After completing this module, you will be able to:
• Create and edit draft geometry in drawings.
• Use different tools to add symbols to drawings.
• Create simple and generic symbols.
© 2012 PTC
Module 7 | Page 1
Creating and Editing Draft Geometry
You can create and edit 2-D draft geometry in drawings. You can
use them to create drawing symbols and modify draft drawing
entities imported from other systems.
You can use draft geometry to:
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Create symbols.
Create formats.
Create layouts.
Maintain legacy data.
Add 2-D details to model
drawings.
Figure 1 – Draft Geometry
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•
•
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Editing Draft Geometry
• Import Data
• Sketching
– Parametric/Chain Sketching
• Existing Geometry
– Use Edge/Offset Edge
•
•
•
•
•
•
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Trim
Translate
Mirror
Stretch
Scale
Rotate
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Locating Draft Geometry
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Creating Draft Geometry
Grouping Draft Geometry
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• Approximate
• Precise
– Snapping References and
Constraints
– Draft Grid
– Construction Geometry
– Sketch Menu Options
Draft Geometry Uses
You can create 2-D draft geometry to do the following:
• Symbols — You can create a collection of draft geometry and text and
configure it as a drawing symbol.
• Formats — You can use draft geometry such as lines in drawing formats.
• Layouts — You can use draft geometry to sketch a design in a layout.
• Legacy data — You can update and maintain legacy data of drawings
imported from other systems.
• Add 2-D details — You can add 2-D details such as lines, boxes, and
circles to further annotate model drawings.
Creating Draft Geometry
You can create draft data in drawings using many different methods:
Module 7 | Page 2
© 2012 PTC
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• Importing data — You can import data such as IGES, DXF, or set files. This
type of data is considered in the same way as drafted entities.
• Sketching — Using the Sketch menu enables you to create various types
of geometry, including lines, circles, arcs, splines, ellipses, points, and
chamfers.
– Parametric sketching — You can parametrically associate draft entities
with model geometry or other draft entities. Edits to references result
in edits to the draft geometry. For example, if you sketch a line
and parametrically associate it to an edge and the edge moves, the
dimensions of the drafted line are dynamically updated with the new
edge position.
– Chain sketching — When you use chain sketching, the ending point
of one entity automatically serves as the starting point for the next.
Chaining geometry affects only the creation of the entities. Once you
have created them, you can select and move each one separately.
• Existing geometry — You can use existing model edges to create draft
geometry. When creating draft entities in this way, you can optionally erase
the model edges from the drawing. You can also create draft geometry by
offsetting a specified distance from existing model edges.
• Locating Draft Geometry
– Approximate — When sketching draft geometry you can locate the
position of sketched entities approximately using the location of the
Sketcher cross-hair.
– Precisely — A number of tools enable you to locate sketched entities
more precisely:
♦ Snapping references and constraints — You can select other draft
geometry and model geometry as references to locate and create
draft geometry. In addition, you can use constraints such as parallel,
perpendicular, midpoint, and tangent.
♦ Draft grid — You can enable grid snap in the Environment dialog box.
This causes draft geometry end points to snap to grid points.
♦ Construction geometry — You can create construction lines and
circles that you can use as snap references to locate draft geometry.
♦ Sketch menu — There are additional options in the sketch menu to
help you locate points for draft geometry, such as relative to the last
point selected, and specifying an angle when creating lines.
Editing Draft Geometry
There are a number of tools that enable you to edit draft geometry, including
the following:
• Trim — You can trim or extend geometry, or break the geometry into
smaller segments.
• Translate and rotate — You can translate or rotate geometry to a new
location.
• Mirror — You can mirror geometry about a construction line.
• Stretch — You can temporarily group selected objects and stretch them all
in a given direction.
• Scale — You can scale geometry relative to a selected point.
© 2012 PTC
Module 7 | Page 3
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Grouping draft geometry — You can group draft entities together and
manipulate the group using various editing tools.
Module 7 | Page 4
© 2012 PTC
PROCEDURE - Creating and Editing Draft Geometry
Close Window
Erase Not Displayed
Drawing_Details\Draft_Geometry
Task 1:
DRAFT_DATA.DRW
Add details to the drawing by creating and editing draft geometry.
1. Disable all Datum Display types.
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from the
• Click Chamfer
Sketching group.
• Press CTRL, and select the
vertical and horizontal edges,
in the top view.
• Click OK.
• In the Chamfer Properties
dialog box, type 15 in the D
text box.
• Click OK > OK.
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2. Create a chamfer in the top view.
• In the ribbon, select the
Sketch tab.
3. Create a vertical draft line to
represent the chamfer in the
front view.
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• Click Line
from the
Sketching group.
• Click Select References
in the Snapping References
dialog box.
• Select the chamfer line, as
shown.
• Select the horizontal line in the
front view, as shown.
• Middle-click in the background.
• Right-click and select Angle.
• Type 90 in the Angle text box,
and press ENTER.
• Sketch a vertical line starting
at the endpoint of the chamfer
and finishing at the horizontal
snapping reference in the front
view, as shown.
© 2012 PTC
Module 7 | Page 5
4. Trim the end of the line in the
front view.
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• Click Line
from the
Sketching group.
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5. Create a horizontal draft line to
represent the chamfer in the side
view.
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• Click Bound
from the Trim
group.
• Select the horizontal line in
the front view as the boundary,
then select the vertical line as
the line to trim.
• Notice the vertical line is
trimmed, as shown.
• Middle-click in the background.
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• Click Select References
in the Snapping References
dialog box.
• Select the chamfer line.
• Middle-click in the background.
• Right-click and select Angle.
• Type 180 in the Angle text box
and press ENTER.
• Sketch a horizontal line
starting at the endpoint of
the chamfer and finishing
anywhere beyond the side
view, as shown.
6. Divide the line in the side view.
• Click Divide at Intersection
from the Trim group.
• Select the vertical and
horizontal lines in the side
view, as shown.
Module 7 | Page 6
© 2012 PTC
7. Divide the line again in the side
view.
• Select the divided horizontal
line and the vertical line in the
side view, as shown.
• Middle-click in the background.
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from
• Click Update Draft
the Update group.
• Click in the background to
de-select any entities.
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8. Delete the two unwanted
horizontal lines.
• Press CTRL and select the
two unwanted horizontal lines.
• Right-click and select Delete.
• In the ribbon, select the
Review tab.
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This completes the procedure.
© 2012 PTC
Module 7 | Page 7
Understanding Drawing Symbols
Drawing Symbol Theory:
Symbol Types:
• Geometry and Text
• Customized or Standard
• Symbol Definition and
Instance
• Storing Symbols
– pro_symbol_dir
• Simple and Generic Symbols
• Symbols in 3-D Models
– Show or erase in drawings.
• Simple
• Generic
– Surface Finish
– Weld
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Drawing symbols are collections of draft geometry and text that
you can place on drawings.
Configuring and Using Symbols:
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• Symbol Gallery — define symbols.
• Symbol Palette — common symbols.
• Custom Drawing Symbol Dialog Box
— use customized symbol instances.
• Surface Finish Symbols — use system
surface finish symbols.
Figure 1 – Symbol Palette
Examples
Figure 2 – Surface finish and
Weld Symbols
Drawing Symbols Theory
Drawing symbols consist of draft geometry and text. You can use them as
simple labels in drawings, or to represent more complicated objects such
as electrical components. You can create your own customized symbols
and store them in a library. In addition, you can use the standard symbols
supplied with Creo Parametric. These symbols include surface finish symbols
and weld symbols.
• When you initially create a symbol, it is added to the current drawing
symbol gallery as a symbol definition. Whenever you place a symbol on a
drawing, it is added as a copy of the definition called an instance.
• By default, symbols are saved to the current working directory. However,
you can use the configuration option pro_symbol_dir to specify an alternate
directory.
• You can define and store symbols as simple or generic. Simple symbols
have fixed graphic and text content, and each instance is identical. Generic
Module 7 | Page 8
© 2012 PTC
symbols are composed of different groups of graphic elements saved
within the definition.
• You can also place symbols in 3-D models. You can show or erase any
symbols placed this way in a drawing using the Show/Erase dialog box.
Symbols Types
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A symbol definition is a collection of properties that determine its attachment
leader options, its graphic appearance, and graphic groups if any. When you
place an instance, you can edit the properties of the instance from those of
the definition. For example, you can edit the leader attachment style for
one instance, or edit which groups appear in a generic instance, without
redefining the style for the remainder of the instances on a drawing sheet.
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You can use either standard supplied symbols, or customize your own
symbols. In both cases, you can use two different types of drawing symbols:
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• Simple — These symbols have fixed graphic and text content. Each
instance, or placement, of the symbol is identical. The graphic and textual
content remain unchanged.
• Generic — These symbols are composed of different groups of graphic
elements saved within the definition. Each instance contains geometry
or textual content that can vary. You can select the graphic and textual
content from a common group of symbol attributes during placement. You
can create different symbols from one "generic" symbol definition.
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Parametric:
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• Surface Finish Symbols — A set of generic surface finish symbols that
can vary when placed.
• Weld Symbols — A set of generic system symbols adhering to the ANSI
or ISO standards for creating welding, brazing, and examination symbols
in drawings.
Configuring and Using Symbols
There are a number of different tools that you can use to configure symbols
and place them on drawings, including the following:
• The Symbol Gallery ( Symbol Gallery
) — A collection of symbol
definitions that have instances within the drawing. You can use the Symbol
Gallery to define new symbols, or redefine existing symbols.
• The Symbol Palette ( Symbol From Palette
) — A .drw file used to
store frequently used instances of symbols. It is a convenient way of
finding and placing simple common symbols.
• The Custom Drawing Symbol dialog box ( Custom Symbol
) — Enables
you to create custom instances from generic definitions. When you place
the instance, you can specify the graphics displayed, and the size, the
color, and the values of variable text within the symbol.
• Surface Finish Symbols ( Surface Finish ) — Provide access to menu
manager commands that enable you to select and use the system surface
finish symbols.
© 2012 PTC
Module 7 | Page 9
Using Surface Finish Symbols
You can add surface finish symbols to a drawing using the
available standard surface finish symbols. You can also create
and use your own surface finish symbols.
Leader
Entity
Normal
No Leader
Offset
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•
•
•
•
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Standard set of generic symbols
Location — <load-point>/symbols/surffins
Consist of building blocks or groups
Types
– Generic/Machined/Unmachined
♦ Standard/No_value
• Associated with a single surface
– No multiple placements
• User-defined surface finish symbols
– pro_surface_finish_dir
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•
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Attachment options for
placing symbols:
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Surface Finish Symbols:
Figure 1 – Symbol Finish Examples and Attachment Options
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Surface Finish Symbols Theory
A set of standard generic surface finish symbols is available in Creo
Parametric. You must understand a number of key points before using these
symbols.
• The symbols are located in the directory <load-point>/symbols/surffins,
where <load-point> is the directory where Creo Parametric has been
installed.
• The symbols consist of building blocks, or groups. To create a desired
instance, you must select the groups that you want to include in the symbol
and specify required information, such as surface roughness.
• The symbols are divided into three types: generic, machined, and
un-machined. You can place each type with a surface roughness value
(standard), or without a surface finish value (no_value).
• Surface finishes are associated with surfaces in a part, not entities or views
in a drawing. Each surface finish symbol applies to the entire surface.
If you specify a new surface finish for a surface that already has one,
then the surface finish information is redefined and the existing symbol is
replaced with a new one. Just as you cannot display the same dimension
in two different views, you cannot display the same surface finish in two
drawing views.
Module 7 | Page 10
© 2012 PTC
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• If you create and add your own surface finish symbols, you can specify
their location by setting the configuration file option pro_surface_finish_dir.
• When placing a symbol you must specify how the instance is attached to
the selected reference using one of the following options:
– Leader — Creates the symbol with a leader.
– Entity — Attaches the symbol to an entity (model edge or draft
geometry).
– Normal — Places the symbol normal to the selected edge, entity, or
dimension.
– No Leader — Creates a symbol that is unattached.
– Offset — Creates a symbol without leaders that is placed relative to a
detail entity.
© 2012 PTC
Module 7 | Page 11
PROCEDURE - Using Surface Finish Symbols
Close Window
Erase Not Displayed
Drawing_Details\Symbols_Surface-Finish
Task 1:
GEARBOX.DRW
Place surface finish symbols in a drawing.
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2. Place a surface finish symbol on
a 3-D view.
• In the ribbon, select the
Annotate tab.
from
• Click Surface Finish
the Annotations group.
• Click Retrieve.
• Double-click the Machined
folder.
• Select the STANDARD1.SYM
symbol.
• Click Open.
• Click Leader > On Surface >
Arrow Head as the attachment
options.
• Select a point on the surface
in the 3-D view, as shown.
• Middle-click a location outside
the view, as shown.
• Type 32 for the roughness
value, and press ENTER.
• Click Done > Done/Return.
• Click in the background to
de-select any highlighted
items.
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1. Disable all Datum Display types.
Module 7 | Page 12
© 2012 PTC
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3. Move the symbol to another
view.
• Select the surface finish
symbol in the 3-D view.
• Right-click and select Move
Item to View.
• Select the side view to place
the symbol, as shown.
• Drag the symbol to a new
location in the side view, as
shown.
• Click in the background to
de-select any highlighted
items.
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You can move symbols to different views and edit their attachment
points after they have been placed.
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4. Edit the properties of the surface
finish symbol.
• Select the surface finish
symbol in the side view.
• Right-click and select
Properties.
• Type 0.2 in the Height text box.
• Select the Variable Text tab.
• Type 30 in the
roughness_height text box.
• Click OK.
• Click in the background to
de-select any highlighted
items.
This completes the procedure.
© 2012 PTC
Module 7 | Page 13
Using the Symbol Palette and Custom Symbols
The symbol palette is a drawing file that you can use to store
frequently used symbols. You can create custom symbols when
placing generic symbols.
Custom Symbols
• Simple symbols:
– No variations
• Symbols in two sections:
– Free placement types
– On-entity placement types
• Instances configured from
generic symbols:
– Vary graphics and text.
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Select symbol.
Specify height, angle, color.
Alternative origin if required.
Specify group options.
Specify variable text.
Locate symbol on drawing.
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• Free Placement
• On-entity Placement
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•
•
•
•
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Placement Options:
Placement Method:
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Symbol Palette
Figure 1 – Free Placement Symbols
Figure 2 – Placing Custom Symbols
Symbol Palette Theory
The symbol palette is a drawing file that usually contains simple symbols,
without graphic groups or variable text. The commonly used symbols are
arranged in two sections in the palette. The left section stores the symbols
as free-placement types. The right section shows the same symbols as
on-entity placement types.
Placement Options
You can place symbols from the symbol palette using one of the following
methods:
• To place a free-placement symbol:
– Select the symbol you want to place. The symbol is highlighted.
– Move the cursor off of the palette and onto the drawing. The symbol
is attached to the cursor.
Module 7 | Page 14
© 2012 PTC
– Drag the cursor to the symbol placement location and click to place it.
The symbol is placed, and the instance remains on the cursor enabling
you to place an instance again. Right-click to cancel placement.
• To place an on-entity symbol:
– Select the symbol to place. The symbol is highlighted, but it is not
attached to the cursor.
– Click to select the attachment object in the drawing. The symbol is
added, and you may continue to select attachment points for more
symbols.
– Click OK in the Select dialog box to stop placing symbols.
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Custom Symbols Theory
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The Custom Drawing Symbol dialog box enables you to create custom
instances from predefined generic symbols. When placing custom symbols,
you can specify the graphics displayed in a symbol, and the values of any
variable text.
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You can place symbols from the Custom Drawing Symbol dialog box using
the following method:
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• Select the name of the symbol you want to place.
• Specify the type of placement. Many options are available including, free,
on-entity, and with leaders.
• In the Properties area, specify the height, angle, and color of the symbol.
• If necessary, specify an alternative origin.
• Select the Grouping tab to specify which groups appear in the instance.
• Select the Variable Text tab to select the content of notes appearing with
the symbol.
• Move the pointer on the drawing sheet. The symbol is attached to the
pointer.
• Click to place the symbol at a required location. You can continue placing
more instances at other locations.
• When you have finished placing symbols, click OK to close the dialog box.
© 2012 PTC
Module 7 | Page 15
PROCEDURE - Using the Symbol Palette and Custom
Symbols
Close Window
Erase Not Displayed
Drawing_Details\Symbols_Palette-Custom
Task 1:
SYMBOLS.DRW
Place a custom surface finish symbol on a drawing view.
1. Disable all Datum Display types.
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folder.
Click the Working Directory
Select the SURFTEXTURE.SYM symbol.
Click Open.
Select the Grouping tab.
Select the MACHINED option.
Select the ROUGHNESS and WAVINESS check boxes.
Select the WAVE_HEIGHT check box.
Select the Variable Text tab.
Type 20 in the Average Roughness text box.
Type 1.5 in the Max Waviness Height text box.
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•
•
•
•
•
•
•
•
•
•
, from the Symbol types drop-down list
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• Select Custom Symbol
in the Annotations group.
• Click Browse.
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2. Retrieve and configure a custom symbol.
• In the ribbon, select the Annotate tab.
3. Place the symbol on the drawing.
• Select the General tab.
• Type 0.3 in the Height text box.
• Select With Leaders from the
Type drop-down list.
• Select On Entity from the Next
leader drop-down list.
• Select an edge on the side
view, as shown.
• Middle-click to place the
symbol away from the view, as
shown.
• Notice that the symbol remains
attached to the cursor even
after a symbol is placed.
• Click OK.
• Click in the background to
de-select highlighted items.
Module 7 | Page 16
© 2012 PTC
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1. Start the Symbol Palette tool.
• Select Symbol From
from the Symbol
Palette
types drop-down list in the
Annotations group.
• Select the instance shown in
the free attachment section.
• The symbol is now attached to
the cursor.
• Drag the symbol into the
drawing.
• Place the symbol to the right
of the top view, as shown.
• Right-click to stop placing
symbol instances.
• Click Close.
• Click in the background to
de-select highlighted items.
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Place a symbol from the symbol palette.
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This completes the procedure.
© 2012 PTC
Module 7 | Page 17
Creating Symbols
You can create symbols and store them in a library for later use.
Creating Symbols Types
• Symbol Geometry:
– Drafting
– Copy from a drawing
– Copy an existing symbol
– Importing data
• Symbol Text
– Free note:
♦ Invariable
♦ Variable
• Simple Symbols:
– Fixed geometry
– Variable or invariable text
– Scaling option
• Generic Symbols
– Symbol families
– Geometry groups:
♦ Exclusive
♦ Independent
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Creating Symbols Theory
Figure 1 – Simple Symbol
Figure 2 – Exclusive and
Independent Groups
Creating Symbols Theory
Drawing symbols consist of draft geometry and text. It is important to
understand the options available when creating symbol geometry and text.
• Symbol geometry — You can create draft geometry in a symbol using
the following methods:
– Drafting — You can simply draft the required geometry using various
drafting tools.
– Copy from a drawing — You can copy draft entities from a drawing to
create symbol geometry.
– Copy an existing symbol — You can copy an existing symbol and modify
it to create a new symbol.
– Importing data — You can import 2-D data in the form of IGES, DXF,
SET, TIFF, or CGM files. You can then modify the imported data to
configure your symbol geometry.
• Symbol text — You can create text within a symbol as a free note.
– By default, the text is placed as invariable. This means you cannot edit
the text and it remains the same every time you use the symbol.
Module 7 | Page 18
© 2012 PTC
To create text that varies depending on the placement of the symbol, you
can add variable text to the symbol. To create variable text, you need
to enclose the text within two back slashes, for example, \note\. This
enables you to change the value of the text when you place the symbol
on a drawing. You can specify the type of text to show in the note. This
can be text, integers, or floating points. You can also use parameters
in variable text, enabling the text to update when the parameter value
changes.
Creating Symbol Types
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When creating symbols, there are two types of symbols that you can
configure: Simple and Generic.
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• Simple symbols have fixed geometry and textual content that can include
variable and invariable text. Although the symbol geometry remains the
same, you can scale the symbol during placement.
• A generic symbol enables you to define a family of similar symbols. It
contains all entities relating to the family. You can arrange geometry and
text in a generic symbol in groups and subgroups, creating a tree structure
of the symbol definition.
– Each level of symbol definition is described by the group attribute which
restricts the selection of groups at the specified level. There are two
types of attributes:
♦ Exclusive — You can select only one group in a symbol instance.
♦ Independent — You can select any number of groups in a symbol
instance.
© 2012 PTC
Module 7 | Page 19
PROCEDURE - Creating Symbols
Close Window
Erase Not Displayed
Drawing_Details\Symbols
Task 1:
SYMBOLS.DRW
Create a simple symbol with variable text.
1. Disable all Datum Display types.
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• Select Symbol Gallery
from Symbol types drop-down
menu in the Annotations
group.
• Click Define.
• Type Delta as the name and
press ENTER.
• Notice the symbol editing
window opens with options to
create draft geometry.
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2. Create a new symbol.
• In the ribbon, select the
Annotate tab.
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3. Copy draft geometry from the
drawing.
• Click Copy Drawing.
• Drag a window to select
the draft geometry from the
drawing, as shown.
• Click OK.
• Notice the selected geometry
is copied into the symbol edit
window.
Module 7 | Page 20
© 2012 PTC
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4. Configure variable text in the
symbol.
• Click Insert > Note.
• Click Make Note.
• Select a location within the
symbol geometry, as shown.
• Type \num\.
• Press ENTER twice, to finish
typing text.
• Click Done/Return.
• Notice that the text appears,
as shown.
© 2012 PTC
Module 7 | Page 21
5. Open the Symbol Attributes
dialog box.
• Click Done.
• Notice the Symbol Definition
Attributes dialog box appears.
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.
click Vertex
• Click in the Vertex collector to
activate it.
• Select the top arc in the
geometry, as shown.
• Click OK.
• Select the Left Leader check
box.
• Select the left arc in the
geometry, as shown.
• Select the Right Leader check
box.
• Select the right arc in the
geometry, as shown.
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6. Configure the placement
attributes.
• Select the Free check box.
• In the Select Point dialog box,
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7. Configure the symbol height.
• Select the Variable - Text
Related option.
• Select the text, as shown.
8. Configure the variable text in the
symbol.
• Select the Var Text tab.
• Type values 1 to 5 in the
Preset values for: num text
box, as shown.
• Select the Integer option.
Module 7 | Page 22
© 2012 PTC
9. Complete the symbol configuration and save the symbol.
• Click OK from the Symbol Definition Attributes dialog box.
• Click Done in the Symbol Edit menu.
• Click Write in the Sym Gallery menu.
• Press ENTER to accept the default path for storing symbols.
You must click Write to save the symbol. If you do not complete
this step the symbol is only stored in the current drawing, and is not
available for use in other drawings. You can assign the default path
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by selecting Symbol Gallery
from the Symbol types drop-down
menu in the Annotations group. Then click Symbol Dir.
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This completes the procedure.
© 2012 PTC
Module 7 | Page 23
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Module 7 | Page 24
© 2012 PTC
8
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Module
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Using Layers in Drawings
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Module Overview
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Layers enable you to control the display of detail items in drawings, such as
dimensions and geometric tolerances, by assigning them to layers. You can
hide and show layers, enabling you to simultaneously control the display of
multiple drawing items.
Objectives
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In this module, you learn different methods for assigning items to layers,
including selecting them manually, using rules, and configuring default layers.
You also learn how to control layer display, including how to edit the layer
display for individual drawing views.
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After completing this module, you will be able to:
• Assign items to layers using different methods.
• Control layer display.
• Edit the layer display for individual drawing views.
© 2012 PTC
Module 8 | Page 1
Understanding Layers in Drawings
It is important to understand the differences between layers in
drawings and models.
Drawing Layers Theory:
• Organize and control detail items.
Drawing Layers:
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From 3-D models.
From drawing templates.
Manually create.
Default layers.
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Figure 1 – Layer Tree
in Drawings
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• Independent or dependent.
• Controlled by drawing setup file options.
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Layer Display in Drawings and Models:
Figure 2 – Layer Status Control
Figure 3 – Layer Properties
Dialog Box
Layers in Drawings Theory
You can organize and control the display of detail items in drawings, such as
dimensions and geometric tolerances, by assigning them to layers. You can
hide and show layers as necessary, which enables you to control the display
of multiple drawing items simultaneously. For example, you can assign notes
to a specific layer and then hide them before plotting a drawing. You can
access layers and their contents from the model tree. To show the layer
tree, click Show
> Layer Tree in the Model Tree window. The display
status (hidden, unhidden, or isolated) of a layer controls the appearance
of items in the layer.
You can create layers in drawings from a number of different sources:
• Layers from the 3-D model — Layers that reside in 3-D models are
automatically available in the drawing. You do not need to recreate these
layers in a drawing. The layer display status in the drawing and the 3-D
model is either associative or non-associative. When you use the Layers
dialog box or the drawing setup file, you can easily turn the associativity
on or off.
Module 8 | Page 2
© 2012 PTC
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• Layers from a drawing template — Layers that reside in the drawing
template are automatically available in a drawing. You can also use the
drawing template to standardize default layers. These layers are added in
the drawing in addition to the model layers. As a best practice, you should
create the default layers that contain 3-D model entities in the part and
assembly templates. You should also create the default layers that contain
drawing entities, such as notes and dimensions, in the drawing templates.
• Layers manually added in the drawing — You can add new layers to a
drawing and associate items with these layers.
• Default layers in drawings — You can automatically place specific drawing
item types on a layer by defining a default layer. You can use the def_layer
configuration option to specify which drawing item type to automatically
place on a layer. When you create or show a drawing item type, it is
simultaneously placed on the layer. For example, you can use the
layer_dim_(layer_name) configuration option to specify a default layer for
shown or created dimensions. Any shown or created dimensions are then
automatically placed on this layer.
Layer Display in Drawings and Models
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By default, drawing layers are independent of models layers. This has two
implications:
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• First, modifying the display of a layer in a drawing does not modify any
parts or assemblies. This means that you do not need to save parts and
assemblies when you edit and save layers in drawings.
• Second, it ensures that the drawing layer status does not change, upon
retrieval, regardless of any changes that may have taken place to the
model layers.
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However, two drawing setup file options enable the relationship between
drawing layers and model layers to change:
• If the setting for draw_layer_overrides_model is yes, then items assigned
to model layers are automatically included in a drawing layer with the same
name. The default value is no. Therefore, this does not occur.
• If the detail setting for ignore_model_layer_status is yes, then the display
setting for model layers in the drawing is totally independent of the
drawing's model. To hide layers without affecting the status of the drawing
model layer, you can use Save Status in the drawing, to save any changes.
You can save the drawing, and when subsequently retrieved, it retains its
model layer settings. This is useful when plotting drawings.
• You can configure these two options outside of the drawing setup file in the
Layer Status Control dialog box. Edits here are automatically propagated
to the drawing setup file.
© 2012 PTC
Module 8 | Page 3
Using Layers in Drawings
You can use layers in drawings to control the display of detail
items such as dimensions.
Configuring Items in Layers:
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• Control status for selected views.
• Alternatively views drawing dependent.
Figure 1 – Changing View
Status for a Drawing View
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Layer Display — Individual Views
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• Add Items
– Select manually
– Rules
– Set active
– Default layers
• Edit Layers
• Layer Display
– Hide/Unhide/Isolate
• Save Layer Status
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Figure 2 – Active Drawing View
Configuring Items in Layers
You can add detail items to layers, such as shown dimensions, created
dimensions, notes, and geometric tolerances. You can then control their
display using the hide and unhide layer options.
• You can add items to layers using the following options:
– Select manually — After creating a layer in a drawing, you can select
items manually using the Layer Properties dialog box. You can filter your
selection to include for example only dimensions using the selection
filter.
– Rules — You can use rules to categorize a type of feature or detail item
in a layer. When you create a rule, a search is performed for the type
of detail item. You can save the result in a new layer. You can also
configure the rule to update the layer as new detail items are added
to the drawing.
– Set Active — Enables you to designate a layer and automatically add
all new entities, that can be added to layers, to the selected layer.
Activating a different layer deactivates any currently active layer. This
enables you to quickly switch to a different layer.
Module 8 | Page 4
© 2012 PTC
Individual View — Layer Display
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– Default layers — You can use default layers to automatically add items
to layers. However, these layers are not retroactive. You need to
manually add existing items to a default layer.
• Edit layers — You can perform various editing operations on items
assigned to layers. For example, you can select items and either cut or
copy and then paste them to other layers. You can also remove items
from layers.
• Layer display — The display status controls the appearance of items in
the layer:
– Hide — Removes any item on the selected layer from display.
– Unhide — Displays all items on that layer.
– Isolate — Displays selected layers and hides all non-isolated layers.
• Save layer status — You must save any edits to layer display status using
Save Status in the layer tree. You must do this before saving drawings,
otherwise edits are not saved with the drawing.
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Drawing views do not have individual layers for each view. However,
by default you can control the layer display status of drawing layers
independently for each view. Alternatively, you can make the drawing view
layer display dependent on the drawing. For example, you can selectively
hide a layer containing notes on an individual view.
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• To specify different layer status for an individual view, click Active Object
in the model tree, then select the drawing view you wish to make active.
You can then independently edit the display status of layers for that view.
• To make the drawing view dependent on the drawing layers click Active
Object in the model tree, then click Layer > Drawing Dependent.
© 2012 PTC
Module 8 | Page 5
PROCEDURE - Using Layers in Drawings
Close Window
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Drawing\Layers_Using
Task 1:
PISTON.PRT
Configure layers in a drawing to control detail item display.
1. Disable all Datum Display types.
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3. Check the layer status in the
drawing.
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.
• Click Layer Tree.
• Notice that all model layers
are hidden, as shown.
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2. Check the layer status in the
drawing model.
• In the model tree, click Show
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from the Quick
• Click Open
Access toolbar.
• Double-click PISTON.DRW.
• In the model tree, click Show
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.
• Click Layer Tree.
• Notice that the model layers
are not hidden, as shown.
• Notice that all the datum
features appear in the drawing.
4. Temporarily change the drawing layer status in the drawing.
• In the layer tree, click Settings
.
• Click Drawing Layer Status.
• Clear the Ignore display status of layers in the model check
box. Click OK.
• Notice that all model layers are now hidden. The layer status is
aligned with the model.
.
• In the layer tree, click Settings
• Click Drawing Layer Status.
• Select the Ignore display status of layers in the model check
box. Click OK.
Module 8 | Page 6
© 2012 PTC
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6. Add items to a layer by manual
selection.
• In the layer tree, click Layers
.
• Click New Layer.
• Type Dimensions in the Name
text box.
• Edit the selection filter in the
Status bar to Dimension.
• Drag a window to select all
dimensions on the drawing.
Click OK.
• In the layer tree, select layer
DIMENSIONS.
• Right-click and select Hide.
• Notice that all dimensions are
now hidden.
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5. Select and hide all model layers.
• In the layer tree, select layer
01__PRT_ALL_DTM_PLN,
press SHIFT, and select layer
COPY_SURF.
• Right-click and select Hide.
• Notice that all model layers
are again hidden, as shown.
© 2012 PTC
Module 8 | Page 7
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• Click Find
in the Status
bar.
• Select Note from the Look for
drop-down list.
• Click Find Now. Notice 19
items were found.
• Click Options and select Save
Query.
• Type Notes in the Enter layer
name for rules text box. Click
OK.
• Click Close from the Search
Tool dialog box.
• In the layer tree, expand layer
NOTES.
• Select note ID9(NOTE),
press SHIFT, and select note
ID22(NOTE).
• Right-click and select Remove
Item. Click Yes.
• In the layer tree, select layer
NOTES.
• Right-click and select Hide.
• Notice that all notes outside
the drawing table are hidden.
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7. Add items to a layer using the
search tool.
This completes the procedure.
Module 8 | Page 8
© 2012 PTC
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Module
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Creating and Using Tables in Drawings
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Module Overview
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You can use tables to place text information in drawings in a tabular
manner. You can place different types of text into tables, including plain
text, and parametric information such as drawing names and drawing model
parameters. You can also create hole tables which can display detailed
information about holes, datum points, and datum axes for a specified
drawing view.
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Objectives
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In this module, you learn different aspects of configuring tables, including how
to configure rows and columns, how to add text, and how to edit text style.
You also learn how to create hole tables that can document the location of
hole features relative to a selected coordinate system.
After completing this module, you will be able to:
• Create and edit tables.
• Add different types of information into tables.
• Edit the style of text within tables.
• Create and edit hole tables.
© 2012 PTC
Module 9 | Page 1
Inserting Tables
You can insert tables into a drawing using either the Table Grid
or the Insert Table dialog box.
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• Table Grid:
– Visually drag the desired
number of rows and columns.
– Click in the drawing to place
the table.
– The table origin is the
upper-left by default.
• You can also use the Insert
Table Dialog box.
– Specify table options.
– Select Point dialog box.
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Figure 1 – Inserting a Table using
the Table Grid
Figure 2 – Inserting a Table
Figure 3 – Table Placement Options
Inserting Tables
You can insert tables into the drawing using either of the following two
methods:
• Table Grid – Enables you to visually drag the desired number of rows and
columns for the table. This grid is similar to the Microsoft grid UI. Once
you drag the desired table size, click in the drawing to place the table. By
default, the table origin is the upper-left when placing it in the drawing.
However, you can change this in the table properties.
• Insert Table dialog box – Available options for inserting a table using the
Insert Table dialog box include:
– Direction – Specify rightward and descending, leftward and descending,
rightward and ascending, or leftward and ascending.
– Number of rows and columns – Specify the table size by typing in the
desired number of rows and columns in fields.
– Column height
– Column width
Module 9 | Page 2
© 2012 PTC
At the point when you go to place the table, the Select Point dialog box
displays. This dialog box enables you to specify the reference type to
which you snap the table. Options include:
– Free Point
.
– Absolute Coordinates
– Relative Coordinates
– Object or Entity
.
.
.
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– Vertex
.
© 2012 PTC
Module 9 | Page 3
PROCEDURE - Inserting Tables
Close Window
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Drawing_Details\Tables_Inserting
Task 1:
TABLES_1.DRW
Insert a table using the Table Grid.
1. Disable all Datum Display types.
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2. In the ribbon, select the Table
tab.
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3. In the Table group, click Table
, move the cursor to highlight
a 3x6 Table grid, and click to
select it.
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4. Move the cursor to locate the
table near the upper-right corner
of the drawing sheet.
5. Click to place the table.
6. Zoom in on the table to view it.
7. Click Refit
from the In
Graphics toolbar.
Module 9 | Page 4
© 2012 PTC
Task 2:
Insert a Table using the Insert Table dialog box.
1. Select Insert Table
from the
Table types drop-down menu in
the Table group.
2. In the Insert Table dialog box,
click Leftward and Ascending
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.
• Type 3 for the Number of
Rows.
• Click OK.
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click Vertex
.
• Click in the Vertex collector to
activate it.
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3. In the Select Point dialog box,
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4. Select the vertex in the drawing
title block.
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5. Click OK from the Select Point
dialog box.
This completes the procedure.
© 2012 PTC
Module 9 | Page 5
Editing Table Properties
You can edit different properties of a created drawing table.
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Figure 1– Selecting Table Entities
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• Select the desired table entity.
– Cell, row, column, table
• Use ribbon icons.
• Use Table Properties dialog box.
– Origin and growth
– Row height, column width
– Intelligent wrapping
♦ Automatic Height Adjustment
♦ Wrap Text
Figure 2 – Table Ribbon Icons
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Figure 3 – Editing Table Properties
Table Selection
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To edit a table’s properties, you must first select the table or the portion you
wish to edit. You cursor over a table cell and right-click, or query, to cause the
following order of table entity preselection:
• Cell
• Row
• Column
• Table
Once the desired entity has been pre-highlighted, click to select it.
You can cursor over the top-left corner of a table to pre-highlight the
entire table for selection.
Basic Table Editing using Ribbon Icons
Now that the desired table entity is selected, you can right-click and select
from a set of options or use the icons in the ribbon. The following are
commonly used icons for editing the table or table entities:
• Add Row
.
• Add Column
.
• Height and Width
• Merge Cells
Module 9 | Page 6
.
.
© 2012 PTC
Editing Table Properties
You can also access the Table Properties dialog box once the table is
selected. You can edit the following table properties using the dialog box:
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• Modify the table origin and growth direction.
• Modify the row height or column width.
• Specify intelligent wrapping of text in table cells. Options include:
– Automatic Height Adjustment — Used for rows.
– Wrap Text — Used for columns.
String parameter values used in tables will automatically wrap in table cells.
Adding Text to a Table
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To add text to a table, double-click the cell you wish to modify. In the Note
Properties dialog box you can then type the desired text and symbols, as well
as configure the text style.
Detail Options
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default_table_column_width
default_table_rows
default_table_columns
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•
•
•
•
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There are also default detail options that you can specify for tables. Those
options include:
© 2012 PTC
Module 9 | Page 7
PROCEDURE - Editing Table Properties
Close Window
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Drawing_Details\Tables_Editing
Task 1:
TABLES_2.DRW
Edit the first table.
1. Disable all Datum Display types.
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2. In the ribbon, select the Table
tab.
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3. In the graphics window, query
three times over a cell and select
the entire table.
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4. Right-click and select
Properties.
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5. In the Table Properties dialog
box, edit the direction to
.
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Leftward and Descending
• Type 15 as the Width in
number of characters.
• Click OK.
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6. Click Add Column
from the
Rows & Columns group.
7. Select the location in the table.
8. Notice that the added column
grows to the left in the table.
9. Middle-click to stop adding
columns.
10. Query the newly added column
and select it.
11. Right-click and select Delete.
Module 9 | Page 8
© 2012 PTC
12. Query the entire table and select
it.
13. Right-click and select Delete.
Task 2:
Edit the second table.
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1. In the table just above the title
block, select the first cell, press
CTRL, and select the fourth cell.
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2. Click Merge Cells
from the
Rows & Columns group.
3. Double-click the merged cell.
4. In the Note Properties dialog
box, type REVISION HISTORY.
• Select the Text Style tab.
• Select Center from the
Horizontal drop-down list.
• Click OK.
5. Double-click in the other cells
and enter the text as shown.
© 2012 PTC
Module 9 | Page 9
6. Query the DESC column and
select it.
7. Right-click and select
Properties.
8. In the Table Properties dialog
box, type 20 as the Width in
number of characters.
• Click OK.
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9. Click Add Row
from the
Rows & Columns group.
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11. Notice that the table grew
leftward ascending.
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10. Select the row border just above
the REV cell.
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This completes the procedure.
Module 9 | Page 10
© 2012 PTC
Creating Tables from File
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Figure 1 – Table Ribbon Options
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• Table From File
– Ribbon Options
• Quick Tables Gallery:
– Contains a gallery of previously
created tables with thumbnails
– User Tables
– System Tables
• Place the table.
– Select Point dialog box
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You can insert tables from a file or using quick tables.
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Figure 2 – Browsing for a
Table From File
Figure 3 – Quick Tables Gallery
Creating Tables from File
You can insert tables from a file. Table files that were previously saved can
be reused throughout your organization. You can save your own created
tables as files, if desired.
To insert a table from a file, click Table From File
from the Table group
drop-down menu, also located in the Table
or select it from the Table
group. You then browse to the desired location that contains saved tables,
such as your working directory.
Creating Tables from the Quick Tables Gallery
You can also select a previously created table from the Tables Gallery. To
from the Table group and then select
access the Tables Gallery, click Table
. A gallery of previously created tables with thumbnails
Quick Tables
to access tables shared in
displays. You can also click More User Tables
to
your organization in the pro_table_dir path. Click More System Tables
access system tables stored in the <loadpoint>/text/tables directory.
© 2012 PTC
Module 9 | Page 11
Once you have selected your desired quick table, the Select Point dialog
box displays, enabling you to specify the reference type to which the table
snaps. Options include:
• Free Point
— Enables you to select a free point on the drawing.
• Absolute Coordinates
to locate the table.
— Enables you to specify absolute coordinates
• Relative Coordinates
locate the table.
— Enables you to specify relative coordinates to
— Enables you to select the vertex on a drawing object or entity.
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• Vertex
— Enables you to select a point on a drawing object
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• Object or Entity
or entity.
Module 9 | Page 12
© 2012 PTC
PROCEDURE - Creating Tables from File
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Drawing_Details\Tables_From-File
Task 1:
TABLES_3.DRW
Save a table to file.
1. Disable all Datum Display types.
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2. In the ribbon, select the Table
tab.
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3. Query the revision history table
and select it.
from the Save Table types drop-down menu.
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4. Select Save As Table
Task 2:
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5. In the Save Drawing Table dialog box, type rev_hist.tbl as the File
name.
• Click Save.
Insert a Table from File.
from
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1. Click Table From File
the Table group.
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2. In the Open dialog box, notice
that REV_HIST.TBL is available.
• Select BOM_TABLE.TBL.
• Click Open.
3. Move the cursor to locate the
table near the upper-right corner
of the sheet.
4. Click to place the table.
5. Click in the background to
de-select the table.
© 2012 PTC
Module 9 | Page 13
6. Zoom in to view the table.
This table was created
with a Repeat Region and
Report Parameters which
enables it to update to the
assembly.
7. Click Refit
from the In
Graphics toolbar.
2. Scroll and select the tooltable.
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4. Click to place the table.
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3. Move the cursor to locate the
table near the right side of the
sheet.
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1. Click Table
from the Table
group and select Quick Tables
.
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Insert a Quick Table.
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5. Click in the background to
de-select the table.
6. Zoom in on the table to view it.
This completes the procedure.
Module 9 | Page 14
© 2012 PTC
Creating Hole Tables
Hole tables can display detailed information for hole features,
datum points, and datum axes within a specified drawing view.
Hole Table Information:
Hole Table Setup:
• Location in X and Y coordinates:
– Holes
– Datum Points
– Datum Axes
• Hole diameter.
• User-defined parameters.
•
•
•
•
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Hole-naming options.
Number of decimals displayed.
Label position and size.
Sorting options.
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Changes only apply to new hole
tables.
Figure 1– Hole Table Labels
Figure 2– Hole Table
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Hole Table Information
You can create hole tables for a specified view. This functionality
automatically creates a table that documents the locations of hole features,
datum points, and datum axes with respect to a selected model coordinate
system. The table can also document each hole diameter, and user-defined
feature parameters.
Hole Table Setup
You can configure the hole table using a number of options in the Hole Table
dialog box:
• Hole naming — You can label the holes with alphanumeric or numeric
labels.
• Number decimals — You can specify the number of decimal places
displayed for the x and y location and the hole diameter.
• Label position and size — You can edit the default label position and size.
• Sorting options — You can sort the hole listing based on the hole position
in x or y or the hole diameter.
Setup changes only apply to newly created hole tables. They do
not apply to existing hole tables. If you need to edit an existing
table, you must delete it and then recreate the table.
© 2012 PTC
Module 9 | Page 15
PROCEDURE - Creating Hole Tables
Close Window
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Drawing_Details\Tables_Hole
Task 1:
MUFFLER.DRW
Create a hole table.
1. Disable all Datum Display types.
3. Click Hole Table
from the Table group.
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2. In the ribbon, select the Table tab.
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5. Generate the hole table.
• Click Create Table.
• Select coordinate system CSO
from the model tree.
• Select a location at the top of
the drawing to place the hole
table, as shown.
• Notice the hole labeling added
to the drawing view.
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4. Configure the hole table options in the Hole Table dialog box.
• Select Alphanumeric from the Naming convention drop-down
list. This option labels the holes using letters or numbers in the
drawing view.
You cannot edit a hole table setup once it is created. Any edits in
the setup only affect newly created hole tables.
6. Delete the existing hole table.
• Select any cell in the table.
• Select Select Table
from the Select Table types
drop-down menu in the Table
group.
• Right-click and select Delete.
• Click Yes to delete the table.
Module 9 | Page 16
© 2012 PTC
7. Edit the hole table setup.
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8. Generate a new hole table.
• Click Create Table.
• Select coordinate system CSO
from the model tree.
• Select a location at the top of
the drawing to place the hole
table, as shown.
• Notice that the updated hole
labeling was added to the
drawing view.
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• Click Hole Table
from the Table group.
• In the Hole Table dialog box, type 2 in the Decimal places text box.
• Select Numeric from the Naming convention drop-down list.
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This completes the procedure.
© 2012 PTC
Module 9 | Page 17
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Module 9 | Page 18
© 2012 PTC
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Module
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Using Report Information in Drawings
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Module Overview
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You can create customized reports in drawings that document information
extracted from assembly or part models. You can document many different
types of information using different report functions. For example, you can
create bill of materials for assemblies. You can also create wire lists for
cabling assemblies, and part catalog tables for family table parts.
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In this module, you learn how to create repeat regions in tables that
automatically change size to display information from an associated model.
You learn how to use report symbols in repeat regions to extract different
types of information from associated drawing models. This enables you
to create bill of materials tables and part catalog tables that document
information from family table parts.
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Objectives
After completing this module, you will be able to:
• Configure repeat regions in tables.
• Add report symbols into table cells.
• Create bill of materials tables.
• Create part catalog tables using family table information.
© 2012 PTC
Module 10 | Page 1
Creating Report Tables
Report tables enable you to create many types of customized
reports, including associative bill of materials in assembly
drawings.
Report Tables Overview:
Creating Report Tables:
• Customized reports.
• Associative information.
•
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•
•
•
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• Add manually or select from list.
• Common report parameters:
– asm.mbr.name – Component name
– asm.mbr.type – Component type
– asm.mbr.user defined – Value of
user-defined parameter
– rpt.index – Index number
– rpt.qty – Item quantity
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• Expandable cells in tables.
• Contain report symbols.
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Repeat Regions:
Create table.
Create repeat region.
Add report symbols.
Update table.
Set attributes:
– Duplicates/No Duplicates/
No
Dup-Level
– Recursive/Flat
Figure 1 – Bill of Materials
Report Table
Report Tables Overview
Using report tables enables you to create customized reports that are
associated with assembly or part models. They update automatically if
changes occur to the referenced model. You can display and configure the
report tables in drawings. You can create several kinds of output using
different report functions. For example, you can create a bill of materials for
assemblies. You can also create wire lists for cabling assemblies, and part
catalog tables for family table parts.
Repeat Regions
• Report tables are based on the principle of "smart" table cells called repeat
regions. Repeat regions are user-configured cells within a table that
expand or contract to display information from an associated model.
• The information they contain is determined by text-based report symbols,
entered as text into each cell within the region. For example, in an
assembly drawing, you can add the report symbol asm.mbr.name into a
repeat region cell. This automatically expands the report table to list the
component names from the associated assembly.
Module 10 | Page 2
© 2012 PTC
Report Symbols
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• If a table has a repeat region, you can add report symbols into cells within
the repeat region. You can either type the report symbol in manually, or
you can select the report symbol from the cascading list within the Report
Symbol dialog box.
• You can use many different report symbols including those that relate to
bill of materials, family table parts, and electrical harness cabling. Some of
the more common report symbol parameters relating to an assembly bill of
materials are listed below:
– asm.mbr.name – Displays the name of a component in an assembly.
– asm.mbr.type – Displays the type of component in an assembly.
– asm.mbr.user defined – Displays the value of a user-defined parameter
for an assembly member, for example, cost or vendor.
– rpt.index – Displays the number assigned to each item in a repeat region.
– rpt.qty – Displays the quantity of an item.
Creating Report Tables
U
To create report tables, you must complete the following steps:
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• Create a table – You should position the table appropriately to enable
subsequent expansion of the table without overlapping other detail items.
• Create a repeat region – You need to specify which cells in the table will
form the repeat region. You can configure a simple repeat region which
expands in one direction, or a 2-D repeat region which can expand in
both directions.
• Add report symbols – You need to specify which report symbols are added
to the repeat region cells. This determines the type of information displayed
in the report table.
• Update table – When you have completed adding report symbols, you
need to update the table. This extracts information from the referenced
model and populates the cells in the repeat region.
• Set attributes – In most cases, you need to edit the table attributes to
complete the table configuration. You can configure a number of attributes,
including the following:
– There are three options that control the listing of duplicate items:
♦ Duplicates – Lists every occurrence of a component, in a separate
row. This is the default option.
♦ No Duplicates – Lists duplicate occurrences of a component only
once. For example, if an assembly has eight bolts, that bolt is only
listed once in the table.
♦ No Dup/Level – Lists duplicate occurrences of a component once in
each subassembly in which they occur.
– There are two options that control the search levels for parameters:
♦ Flat – Only top-level items are displayed, the default option.
♦ Recursive – Displays and searches all levels of the assembly for
parameters.
© 2012 PTC
Module 10 | Page 3
PROCEDURE - Creating Report Tables
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Drawing_Details\Reports_Creating
Task 1:
REPORT.DRW
Create a repeat region.
1. Disable all Datum Display types.
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from
• Click Repeat Region
the Data group.
• From the menu manager, click
Add > Simple.
• Select the lower-left cell in the
table, as shown.
• Select the lower-right cell in
the table to create the repeat
region, as shown.
• Click Done.
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2. Create a repeat region in the
table.
• Zoom in to the table.
• Select the Table tab in the
ribbon.
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You can also create a simple repeat region by selecting a row, then
right-clicking and selecting Add repeat region.
Task 2:
Add report symbols in the repeat region.
1. Add the report index parameter
to a table cell.
• Select the first cell in the lower
row, as shown.
• Right-click and select Report
Parameter.
• Click rpt > index.
• Notice that text is added to the
cell.
Module 10 | Page 4
© 2012 PTC
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3. Add the component type
parameter to the table cell.
• Select the third cell in the lower
row, as shown.
• Right-click and select Report
Parameter.
• Click asm > mbr > type.
• Notice that text is added to the
cell.
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2. Add the component name
parameter to a table cell.
• Select the second cell in the
lower row, as shown.
• Right-click and select Report
Parameter.
• Click asm > mbr > name.
• Notice that text is added to the
cell.
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4. Add the report quantity
parameter to a table cell.
• Select the fourth cell in the
lower row, as shown.
• Right-click and select Report
Parameter.
• Click rpt > qty.
• Notice that text is added to the
cell.
5. Update the repeat region.
from
• Click Update Tables
the Data group.
• Notice that the table includes
duplicate components and the
quantity column is empty.
© 2012 PTC
Module 10 | Page 5
6. Change the table attributes to
remove duplicate components.
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This completes the procedure.
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• Click Repeat Region
the Data group.
• Click Attributes.
• Select the repeat region in the
table.
• Click No Duplicates >
Done/Return > Done.
• Notice that the table lists
duplicate components only
once, and the quantity column
is now populated.
Module 10 | Page 6
© 2012 PTC
Editing Report Tables
There are a number of options that enable you to edit the
appearance of report tables.
Editing Report Tables:
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•
•
•
•
*rpt_qty
Fixing an index.
Summation calculation.
Comment cells.
Dash items.
Pagination.
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• Sorting.
• Filter components:
– By Item
– By Rule
♦ &asm.mbr.name!=bolt*
• Relations in reports:
– total_cost=asm_mbr_cost
Figure 1 – Sorting and Filtering Report
Tables:
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Editing Report Tables
There are several tools that enable you to edit the configuration of a report
table, including:
• Sorting — You can sort the contents of a repeat region by one or more
parameters, moving forward or backward in order. You can specify more
than one parameter symbol for sorting a region. The entries are sorted by
the first parameter, and then by each succeeding parameter, if necessary.
For example, you can first sort components by type and then sort them
alphabetically by part name.
– To access this option, click Repeat Region
, then click Sort Regions.
• Filter components — You can set up a filter to remove components from
the listing. Two options are available:
– By Item — Manually select components from the listing to remove.
, then click Filters.
♦ To access this option, click Repeat Region
– By Rule — Set up a rule to remove multiple components that match a
specified pattern. For example, you can remove all components with
bolt in their name by adding the rule &asm.mbr.name != bolt*.
♦ To access this option, click Repeat Region
© 2012 PTC
, then click Filters.
Module 10 | Page 7
• Relations in reports — You can write relations between parameter symbols
in a repeat region and output the computed information in the same repeat
region. When writing relations, you must convert the period in report
parameters to an underscore, for example total_cost = asm_mbr_cost *
rpt_qty.
– To access this option, click Repeat Region
, then click Relations.
• Fixing an index — You can fix the index of a repeat region record so it
remains the same even after you insert additional items into the repeat
region or sort the repeat region differently.
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– To access this option, click Repeat Region
, then click Fix Index.
• Summation calculation — You can calculate the sum of the values of a
specified report parameter. The summation value is placed in a table cell
and updates with any edits in value of the referenced report parameter. It
is useful for calculating values, such as total assembly cost, total weight,
and total number of parts.
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, then click Summation.
– To access this option, click Repeat Region
• Comment cells — You can add comment cells to a repeat region, these
cells contain user-supplied text rather than data that is read from a model.
Using comment cells, you can annotate data in a column of a repeat region.
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, then click Comments.
– To access this option, click Repeat Region
• Dash items — You can convert selected "rpt.qty" and "rpt.index" values in a
report table to a dash "-". To remove a dash symbol from the report table,
select the symbol and the appropriate parameter value appears again.
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– To access this option, click Repeat Region
, then click Dash Item.
• Paginate tables — If a table becomes too long to fit on one page, you can
paginate it by breaking it at a particular row and continue it on the next
page or you can create a new segment on the same page. If you add more
information to the table, it flows into the next segment and adds additional
sheets, as necessary. You can also repeat the header information from the
original table onto the next page.
– To access this option, select a repeat region, click the Table group
drop-down menu and select Paginate
Module 10 | Page 8
.
© 2012 PTC
PROCEDURE - Editing Report Tables
Close Window
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Drawing_Details\Reports_Editing
Task 1:
EDIT_REPORTS.DRW
Edit a report table.
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2. Add a user-defined component
parameter to a table cell.
• Select the Table tab in the
Drawing ribbon.
• Select the fifth cell in the
second row, as shown.
• Right-click and select Report
Parameter.
• Click asm > mbr > User
Defined.
• Type vendor and press
ENTER.
• Notice that a report symbol is
added to the cell.
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1. Disable all Datum Display types.
3. Update the repeat region.
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• Click Update Tables
, from
the Data group.
• Notice that the vendor column
in the table has updated.
© 2012 PTC
Module 10 | Page 9
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• Click Repeat Region
from
the Data group.
• From the menu manager, click
Sort Regions.
• Select anywhere within the
repeat region.
• Click Add > Forward.
• Select the Dieset cell, as
shown.
• Click OK > Done.
• Notice that the table is now
sorted alphabetically using
the values from the vendor
column.
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4. Sort the repeat region.
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5. Filter items using a rule.
• From the menu manager, click Filters.
• Select anywhere within the repeat region.
• Click By Rule > Add.
• Type &asm.mbr.material != ABS and press ENTER twice.
• Click Done > Done/Return.
• Notice that components with the material parameter equal to ABS
have been filtered from the table.
Module 10 | Page 10
© 2012 PTC
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7. Edit an item listing to a dash.
• From the menu manager, click
Dash Item.
• Select item 2, as shown.
• Click Done.
• Notice that the item number is
removed from the cell, and the
item column numbers update.
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6. Filter items by selecting items directly in the repeat region.
• From the menu manager, click Filters.
• Select anywhere within the repeat region.
• Click By Item > Exclude.
• Press CTRL and select the two rows containing bolt components,
as shown.
• Click OK > Done > Done/Return.
• Notice that the selected rows have been removed from the table.
This completes the procedure.
© 2012 PTC
Module 10 | Page 11
Creating BOM Balloons
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Figure 1 – Balloon Ribbon Options
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• Numerous balloon creation
options.
• Manipulate placed balloons:
– Merge Balloons
– Split Balloons
– Detach Balloons
– Redistribute Quantity
• Edit BOM balloon settings.
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You can use balloons in conjunction with Bill of Materials
tables to detail the location and number of parts included in the
assembly for manufacture.
Figure 2 – Viewing Created
Balloons
Figure 3 – Editing BOM Balloon
Properties
Creating BOM Balloons
Bill of Materials (BOM) tables can be used to detail the location and number
of parts included in the assembly for manufacturers. BOM tables are created
with repeat regions. A repeat region is a group of user-designated table cells
that automatically populate, and expand or contract to accommodate the
amount of data currently in the model.
You can also detail parts and assemblies with BOM balloons, which are
circular callouts in an assembly drawing that display components listed in the
BOM table. BOM balloons are tied to the bill of materials table. If you select a
table row, the corresponding balloon highlights, and vice versa.
You can create balloons by clicking Create Balloons
one of the following balloon types:
and then selecting
• All
• By View — You must select the view on which the balloons display.
• By Component — You must select the desired assembly component on
which the balloons display.
Module 10 | Page 12
© 2012 PTC
• By Component and View — You must select an assembly component in
a particular view on which the balloons display.
• By Record — You must select a specific row in a BOM table.
Manipulating Balloons
You can manipulate placed BOM balloons in the drawing. The following
options are available:
• Merge balloons — You can nest balloons by clicking Merge Balloons .
• Detach balloons — You can separate balloons by clicking Detach Balloons
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. This
• Split balloons — You can split balloons by clicking Split Balloons
option enables you to create a copy of a balloon that represents multiple
quantities and assign a portion of that quantity to the new copy.
• Redistribute Quantity — You can redistribute balloon quantities by clicking
Editing BOM Balloons Settings
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. This option enables you to move a quantity
Redistribute Quantity
from one balloon to another.
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You can edit the settings for BOM balloons within the Table Properties dialog
box. When a drawing has placed BOM balloons, the BOM Balloons tab
activates. You can edit the following properties of BOM balloons:
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• Select which region to apply settings, if multiple repeat regions are selected.
• Control the type of balloon. Options include:
– Simple Circle.
– Quantity Split Circle.
– Custom – This option requires a custom balloon symbol (*.sym).
• Set the BOM balloon parameter to use from the repeat region. The default
parameter is rpt.index.
• Set the Reference Balloon Text – By default, REF is used.
© 2012 PTC
Module 10 | Page 13
PROCEDURE - Creating BOM Balloons
Close Window
Erase Not Displayed
Drawing_Details\Tables_BOM-Balloons
Task 1:
TABLES_4.DRW
Create balloons for the assembly.
1. Disable all Datum Display types.
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2. In the ribbon, select the Table
tab.
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3. From the Balloons group, click
Create Balloons
and select
Create Balloons – All.
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4. Select a row from the table.
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5. Notice that the corresponding
balloon highlights.
6. Select a balloon from the view.
7. Notice that the corresponding
table row highlights.
Module 10 | Page 14
© 2012 PTC
Task 2:
Edit the BOM balloon settings.
1. Query the BOM table and select
it.
2. Right-click and select
Properties.
3. In the Table Properties, notice
that the BOM Balloons tab is
now available.
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4. Select the BOM Balloons tab.
• Select Quantity Split Circle
from the Type drop-down list.
• Click OK.
Manipulate the balloons.
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Task 3:
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1. Notice that the entire balloon
quantity of 5 is on the lower bolt.
2. Click Split Balloons
Balloons group.
from the
3. Select the balloon.
4. Type 3 as the quantity of balloons
to remove and press ENTER.
5. Select the edge of the bolt.
6. Select a location for the balloon.
© 2012 PTC
Module 10 | Page 15
Task 4:
Update the assembly and observe the BOM table update.
1. Select the VALVE.ASM from the model tree.
2. Right-click and select Open.
3. Select the bolt pattern, right-click, and select Delete Pattern.
4. Click Close
.
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5. Notice the message window and
read its contents.
• Click Close.
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7. Notice that the BOM table has
also updated.
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6. Notice the view and the balloon
quantity have updated.
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This completes the procedure.
Module 10 | Page 16
© 2012 PTC
Creating Part Catalog Drawings
You can use report tables to document family table parts in
drawings.
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• Create table
• Create 2-D repeat region
• Add report symbols
Editing the Table:
• Apply filters
• Sort data
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• Document family table parts in drawings
• Display
– Instance names
– Instance parameter names
– Instance parameter values
• Requirements
– Family table model
– Meaningful names
♦ Features/Dimensions/Instances
Creating Part Catalog
Tables:
Instance Drawings:
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Part Catalog Drawings Theory:
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• Replace instances
• Copy drawing
Figure 1 – Creating Part Catalog Tables Process
Part Catalog Drawings Theory
• You can document part family table information using a 2-D
(two-dimensional) repeat region within a table. You can display instance
names, instance parameter names and instance parameter values.
• Before you can document the information in a drawing you need to create
a part family table model with instances to describe the part variations.
It is advisable to use meaningful names for the items included in the
family table, such as features and dimensions, because this information is
extracted from the model and displayed in the drawing table.
Creating Part Catalog Tables
Creating part catalog tables involves first creating a drawing and then adding
a generic instance of a part family model to the drawing. You can then
proceed to create the part catalog table. This involves the following steps:
• Create table — First you need to create a table. Ensure that you configure
the correct number of rows and columns and specify the correct column
width and row height.
© 2012 PTC
Module 10 | Page 17
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• Create 2-D repeat region — You need to create a 2-D (two-dimensional)
repeat region to enable the table to expand in two directions: horizontally
and vertically.
• Add report symbols — You need to add appropriate report symbol
parameters including:
– fam.inst.name — This parameter lists the names of the family table
instances.
– fam.inst.param.name — This parameter lists the names of the family
table instance parameters.
– fam.inst.param.value — This parameter lists the values of the family
table instance parameters.
Editing the Table
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You can use the following options to edit the appearance of the table:
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• Apply filters — You can apply filters to remove unwanted columns or rows
from the resulting table.
• Sort data — You can configure sort regions to arrange the order in which
items are listed in the table:
– Default Sort — Sorts items in a forward direction, by ASCII character
value.
– No Default — Sorts items in the order they appear in the family table
editor.
You can create separate drawings for each part family table instance. Two
steps are involved:
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• Replace instances — You can replace the generic component with an
instance in the drawing.
• Copy drawing — You can then copy the drawing to create a new drawing
referencing the instance. You can repeat this process to create drawings
for each instance in the family table.
Module 10 | Page 18
© 2012 PTC
PROCEDURE - Creating Part Catalog Drawings
Close Window
Erase Not Displayed
Drawing_Details\Part_Catalog
Task 1:
FUEL_CAP.DRW
Configure a repeat region.
1. Disable all Datum Display types.
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from
• Click Repeat Region
the Data group.
• From the menu manager, click
Add > Two-D.
• Select the lower-left cell in the
table to locate the boundary of
the first region, as shown.
• Then select the upper-right
cell in the table to locate the
boundary of the second region,
as shown.
• Then select the lower-right
cell in the table to locate the
boundary of the both regions,
as shown.
• Click Switch Syms to view the
2-D repeat region, as shown.
• Click Switch Syms > Done
to complete the repeat region
configuration.
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2. Create a 2-D repeat region in the
table.
• Zoom into the drawing table.
• Select the Table tab in the
ribbon.
3. Add the family table instance
name symbol to a table cell.
• Select the left cell in the lower
row, as shown.
• Right-click and select Report
Parameter.
• Click fam > inst > name.
• Notice that text is added to the
cell.
© 2012 PTC
Module 10 | Page 19
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5. Add the family table instance
parameter value symbol to a
table cell.
• Select the right cell in the lower
row, as shown.
• Right-click and select Report
Parameter.
• Click fam > inst > param >
value.
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4. Add the family table instance
parameter name symbol to a
table cell.
• Select the right cell in the
upper row, as shown.
• Right-click and select Report
Parameter.
• Click fam > inst > param >
name.
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6. Click Update Tables
, from the Data group.
• Notice that the table has updated with family table information, as
shown.
7. Sort the repeat region to show the data as it appears in the family
table.
•
•
•
•
•
•
Click Repeat Region
from the Data group.
Click Sort Regions.
Select anywhere within the repeat region.
Select the No Default check box.
Click Done > Done.
Notice that the table is now sorted so that the columns appear as
they do in the family table.
This completes the procedure.
Module 10 | Page 20
© 2012 PTC
11
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Creating Drawing Formats
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Module Overview
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You typically use formats to display the drawing border, title block tables, and
company information on a drawing. You add them to drawings either during
or after drawing creation. Formats can contain both plain text and parametric
information such as company details, drawing name, sheet number, and
tolerance information.
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In this module, you learn how to add 2-D geometry and text to formats by
importing 2-D IGES and DXF files. You learn how to add tables to formats
containing both plain text and parametric information.
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After completing this module, you will be able to:
• Import 2-D geometry in to formats.
• Manipulate 2-D geometry in formats.
• Add drawing tables to formats.
• Include parametric information in drawing tables.
© 2012 PTC
Module 11 | Page 1
Creating Drawing Formats
You add drawing formats to drawings. Drawing formats can
include the drawing border, title block tables, notes, and
company information.
Creating Formats:
• Made up of draft geometry, text,
and tables.
• Metric and imperial sizes.
• Plain text and parametric
information.
• Different formats within a drawing.
• Create format library.
• Drawing setup file:
– Reduced options.
• Importing 2-D geometry.
• Creating 2-D geometry.
• Adding Drawing Tables:
– System parameters:
♦ Automatically evaluated.
– User-defined parameters:
♦ Prompted for value.
• Adding drawing notes:
– Company information.
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Drawing Formats Theory:
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Figure 1 - Drawing Table in a Format
Creating Drawing Formats
• Drawing formats typically include draft geometry, reference text, and tables.
You can add them to drawings during the creation of a drawing or after a
drawing has been created.
• You can configure formats in both metric and imperial standard sheet sizes,
or you can configure your own custom sheet size.
• Formats can contain a mixture of plain text and parametric information
such as company details, drawing name, sheet number, and tolerance
information.
• You can edit the format on any sheet (including the first sheet)
independently of the formats on other sheets. This enables you to use a
different format on each sheet of the drawing, if necessary.
• You can create your own format library and specify the location of the
library using the configuration option pro_format_dir.
• Drawing formats have their own drawing setup file containing a reduced
list of options applicable to formats. These options control default values
for several detail items including text height and text font. You can apply
your standard drawing setup file to formats; however, only those options
valid for formats are used.
Module 11 | Page 2
© 2012 PTC
Creating Formats
You can create draft geometry in formats and add information to formats
using several different methods:
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• Importing 2-D geometry — You can import legacy CAD data from other
packages using IGES or DXF files.
• Creating 2-D geometry — You can create 2-D geometry to specify border
outlines using the standard drafting tools available in drawings. You can
also create 2-D geometry by retrieving symbols.
• Adding drawing tables — You can use drawing tables to add plain text and
parametric information into formats. If you include parameters in drawing
tables, then they are evaluated when the drawing format is subsequently
added to a drawing. You can include both system parameters and
user-defined parameters in drawing tables.
– System parameters — With system parameters, the parameter value is
automatically evaluated when the format is added to the drawing. You
can use many different system parameters, including
♦ &model_name — Adds the name of the model used in the drawing.
♦ &dwg_name — Adds the name of the drawing.
♦ &scale — Adds the scale of the drawing.
♦ &type — Adds the model type (part or assembly) used in the drawing.
♦ &format — Adds the name format size.
♦ &current_sheet — Adds the current sheet number.
♦ &total_sheets — Adds the total number of sheets in the drawing.
♦ &linear_tol_0_0 through &linear_tol_0_00000 — Adds the linear
tolerance values for one to six decimal places.
♦ &angular_tol_0_0 through &angular_tol_0_00000 — Adds the
angular tolerance values for one to six decimal places.
– User-defined parameters — Prompt you to type values when the format
is added to a drawing. Note, if you do not include these parameters in a
table, then you are not prompted for a value when adding the format to
a drawing.
♦ You can store these parameters on the format as drawing parameters
if you edit the configuration file option make_parameters_from_fmt_
tables to Yes. If you edit the value of this option to No (the default),
then you are prompted for the values whenever you add a second
format sheet or replace the format.
• Adding drawing notes — You can include drawing notes in formats
containing standard company information. The notes can include plain text
and parametric information. System parameters evaluate when the format
is added to a drawing. However, you are not prompted for user-defined
parameters and they should only be included in drawing tables.
© 2012 PTC
Module 11 | Page 3
PROCEDURE - Creating Drawing Formats
Close Window
Erase Not Displayed
Drawing\Formats_Creating
Task 1:
NO FILES OPEN
Create a drawing format by importing IGES data and retrieving
tables.
2. Disable all Datum Display types.
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3. Import IGES data for the border.
• In the ribbon, select the
Layout tab.
• Click Import Drawing/Data
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from the Quick Access toolbar.
Click New
In the New dialog box, select Format as the type.
Type c_size as the name of the format. Click OK.
Select the Empty option.
Edit the Standard Size to C. Click OK.
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1. Create a new format, with a size C sheet.
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from the Insert group.
• Select C_FORMAT.IGS. Click
Open.
• Select the Import User Colors
check box.
• Click OK to accept the default
options in the Import IGES
dialog box.
• Notice that a drawing border
has been imported into the
drawing. The border includes
text and lines that represent a
table in the lower-right corner,
as shown.
Module 11 | Page 4
© 2012 PTC
4. Import a drawing table to overlay
the IGES data.
• Select the Table tab in the
ribbon.
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click Vertex
• Click in the Vertex collector to
activate it.
• Select the lower-right vertex of
the drawing border.
• Click OK to place the table, as
shown.
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• Click Table From File
from
the Table group.
• Select FORMAT_TABLE.TBL.
Click Open.
• In the Select Point dialog box,
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Notice that the drawing table includes parametric information stored
with the table. You can add more parametric information to the
table, if required.
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5. Add a user-defined parameter to
a cell.
• Select the middle-right
cell, right-click and select
Properties.
• Type &drawing_number in
the text tab. Click OK.
6. Add a system parameter to a
cell.
• Select the lower-right
cell, right-click and select
Properties.
• Type &current_sheet in the
text tab. Click OK.
When placing a drawing format in a drawing, system parameters
such as &current_sheet and &model_name are extracted
automatically from the drawing or drawing model. You are prompted
for values for user-defined parameters such as &drawing_number.
© 2012 PTC
Module 11 | Page 5
•
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•
from the Insert group.
If necessary, select All Files
(*) from the Type drop-down
list.
Select PTC_LOGO.DXF. Click
Open.
Click OK to accept the default
options in the Import DXF
dialog box.
Click No in the Scale
Confirmation dialog box.
Click No in the Move
Confirmation dialog box.
Notice that the logo is placed
to the left of the note, as
shown.
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8. Import a company logo as a DXF
file.
• Select the Layout tab in the
ribbon.
• Click Import Drawing/Data
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7. Import a drawing note.
• Select the Annotate tab in the
ribbon.
from the
• Click Note
Annotations group.
• Click No Leader > File > Make
Note.
• Select a location to the left of
the format table, as shown.
• Select TOLERANCE_NOTE.
TXT.
• Click Open.
• Click Done/Return.
•
•
•
You can group the draft entities within the logo. You can then
re-scale and move them to a new location, if necessary.
This completes the procedure.
Module 11 | Page 6
© 2012 PTC
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Configuring the Drawing Environment
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Module Overview
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You can configure the drawing environment using both drawing-specific
configuration file options and the drawing setup file. Configuration file options
enable you to globally configure settings for all drawings within a Creo
Parametric session. Drawing setup files also enable you to apply controls
to specific drawings.
Objectives
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In this module, you learn about different configuration file options for
drawings. You learn how to edit drawing setup files, and how to retrieve
existing drawing setup files. You also learn how to apply new configuration
options to a Creo Parametric session.
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After completing this module, you will be able to:
• Edit drawing setup files.
• Retrieve drawing setup files.
• Apply new configuration options to a Creo Parametric session.
© 2012 PTC
Module 12 | Page 1
Configuring the Drawing Environment
You can configure the drawing environment using
drawing-specific configuration file options and the drawing
setup file.
Drawing Setup Files:
• Global control.
• Common options:
– drawing_setup_file
– highlight_new_dims
– enable_shaded_view_in_
drawings
– create_drawing_dims_only
– draw_models_read_only
• Additional controls.
• Drawing-specific characteristics.
• Default drawing setup file:
– Use configuration option.
• Options saved with drawing:
– Set up ANSI/ISO/DIN/JIS
standards.
• Editing options.
– Sort by:
♦ Category
♦ Alphabetically
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Configuration Files:
Figure 2 – Editing Drawing
Setup File
Figure 1 – Drawing Setup File
Changes
Configuration Files
Configuration file options provide global control for all drawings within a Creo
Parametric session. There are many configuration options that affect the
drawing environment. Some of the more common options include:
• drawing_setup_file — Specifies the drawing setup file for new drawings.
• highlight_new_dims — Highlights new dimensions added to the drawing
until you move or refresh them.
• enable_shaded_view_in_drawings — Enables shaded views to be
displayed in drawings.
• create_drawing_dims_only — If edited to yes, stores created dimensions in
the drawing. If edited to no, stores created dimensions in the referenced
part or assembly.
• draw_models_read_only — Makes the model in a drawing read-only,
preventing you from making edits to the model.
Module 12 | Page 2
© 2012 PTC
You can edit configuration options at any time, by clicking File > Options and
adding or editing a configuration option.
Drawing Setup Files
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• Drawing setup file options provide additional controls when creating
drawings. The drawing setup file options determine characteristics such
as the height of text in dimensions and notes, text orientation, geometric
tolerance standards, font properties, drafting standards, and arrow lengths.
• You can specify a default drawing setup file using the configuration option
drawing_setup_file. This determines the default drawing setup file for any
new drawings that you create. If you do not edit this option, then Creo
Parametric uses the default drawing setup file option values.
• The drawing setup file options are saved with each individual drawing,
enabling you to store specific options with each drawing. You can configure
different drawing setup options for ANSI, ISO, DIN, or JIS standards. You
can then save these files and retrieve them for different drawings, as
necessary.
• When editing drawing setup file options, you can sort the options by
category or alphabetically, enabling you to easily locate options.
© 2012 PTC
Module 12 | Page 3
PROCEDURE - Configuring the Drawing Environment
Close Window
Erase Not Displayed
Drawing\Configuring
Task 1:
PISTON.DRW
Edit the drawing setup file options.
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2. Review the style of detail items
on the drawing. Observe the
following items.
• Text height and orientation of
dimensions.
• Appearance of reference
datum symbols.
• Diameter dimension text
orientation.
• Position of section plane
arrows.
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1. Disable all Datum Display types.
Module 12 | Page 4
© 2012 PTC
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3. Change options in the drawing setup file.
• Click File > Prepare > Drawing Properties.
• In the Drawing Properties dialog box, click change in the Detail
Options row.
• Select Alphabetical in the Sort drop-down list.
• Select the crossec_arrow_style option.
• Edit the value to head_online. Click Add/Change.
• Select the crossec_text_place option.
• Edit the value to above_tail. Click Add/Change.
• Select the default_angdim_text_orientation option.
• Edit the value to parallel_fully_outside. Click Add/Change.
• Select the default_diadim_text_orientation option.
• Edit the value to parallel_to_and_above_leader. Click
Add/Change.
• Select the default_lindim_text_orientation option.
• Edit the value to parallel_to_and_above_leader. Click
Add/Change.
• Select the default_raddim_text_orientation option.
• Edit the value to parallel_to_and_above_leader. Click
Add/Change.
• Select the gtol_datums option.
• Edit the value to std_iso_jis. Click Add/Change.
• Select the radial_dimension_display option.
• Edit the value to std_iso. Click Add/Change.
• Select the text_height option.
• Edit the value to 3.50. Click Add/Change.
© 2012 PTC
Module 12 | Page 5
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5. Retrieve a drawing setup file.
• Click File > Prepare >
Drawing Properties.
• In the Drawing Properties
dialog box, click change in the
Detail Options row.
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4. Apply the changes to the drawing.
• Click Apply > Close from the Options dialog box.
• Click Close from the Drawing Properties dialog box.
• Notice the changes to the detail items in the drawing views.
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.
• Click Open Config
• Select DIN.DTL, and click
Open.
• Click Apply > OK > Close
from the Options dialog box.
• Click Close from the Drawing
Properties dialog box.
.
• Click Repaint
• Notice that some of the detail
items have changed again.
Module 12 | Page 6
© 2012 PTC
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6. Change a drawing-related
configuration option.
• Click File > Options.
– In the Creo Parametric
Options dialog box, select
the Configuration Editor
category.
• Select the Show current
session options check
box from the Display Filters
drop-down list.
• Click Find....
• Type enable_shaded_view_
in_drawings as the keyword
and click Find Now.
• Select enable_shaded_view_
in_drawings and edit the
value to no.
• Click Add/Change > Close.
• Click OK.
• Click No from the Creo
Parametric Options dialog box.
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.
• Click Repaint
• Notice that the 3-D view now
appears in wireframe.
This completes the procedure.
© 2012 PTC
Module 12 | Page 7
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Module 12 | Page 8
© 2012 PTC
13
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Managing Large Drawings
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Module Overview
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If drawings take an unacceptably long time to retrieve and manipulate,
you can use various methods to speed up these tasks, depending on the
performance of your computer's hardware and graphics capability. The
retrieval and manipulation time is normally influenced by the time it takes
to regenerate drawing models, regenerate drawing views, and display the
image on the screen. It is therefore important to understand how drawings
are retrieved and regenerated in order to effectively manage large drawings.
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In this module, you learn how to use various methods to reduce the time
it takes to retrieve and work with large drawings, including removing
unnecessary detail, using configuration options, using model representations,
creating drawing representations, and merging drawings at the end of the
drawing creation process.
Objectives
After completing this module, you will be able to:
• Describe the steps that influence drawing performance.
• Describe various methods to improve drawing performance.
• Remove unnecessary detail from drawings.
• Use configuration options to speed up working with drawings.
• Use model representations in drawings.
• Create merged drawings.
• Create drawing representations.
© 2012 PTC
Module 13 | Page 1
Understanding Drawing Regeneration
It is important to understand how drawings are retrieved and
regenerated in order to effectively manage large drawings.
Drawing Retrieval Process:
• Highly complex part models.
• Assemblies with large numbers of
components.
• Large number of views and
drawing sheets.
• Regenerate drawing models.
• Regenerate drawing views.
• Display the image on the screen.
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Large Drawings Definition:
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• Placing new views.
• Editing model dimensions.
• Changing to another drawing
sheet.
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Other Tasks Affected by Large
Drawings:
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Figure 1 – Typical Large Assembly
Model View — No Hidden
Line Display
Large Drawings Definition
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The term large drawing is a subjective term and is dependent on your
computer's available memory and graphics capability. However, large
drawings usually do not retrieve quickly. In addition, you cannot create and
edit them as easily as a typical drawing. You can categorize most large
drawings using the following descriptions:
• A drawing of a part model that is highly complex.
• A drawing of an assembly that has a large number of components.
• A drawing that consists of a large number of views and drawing sheets.
Drawing Retrieval Process
Before attempting to better manage large drawings, it is important to
understand the steps involved in retrieving a drawing.
• Regenerate drawing models — First, all models associated with a drawing
are regenerated. If the model is complex or there are a lot of models to
regenerate, then this step can be time consuming, and it also uses up
computer memory.
• Regenerate drawing views — Second, all drawing views are regenerated.
This includes the position and display of drawing geometry.
• Display the image on the screen — Finally, drawing views are displayed
using whichever display style has been selected. This step is dependent
on your computer's graphics capability.
Module 13 | Page 2
© 2012 PTC
Other Tasks Affected by Large Drawings
When you retrieve a drawing, any tasks that cause the drawing model to
regenerate, the drawing views to regenerate, or the drawing image display to
update can potentially be time consuming. Some of the more common tasks
that affect large drawings include:
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• Placing new views on a drawing.
• Editing model dimensions in a view.
• Changing to another drawing sheet.
© 2012 PTC
Module 13 | Page 3
Managing Large Drawings
You can use different methods to better manage large drawings.
You need to learn how these methods work in order to use the
most appropriate methods.
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Figure 1 – Drawing Rep Tool
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• Remove unnecessary detail:
– Turn off datum features.
– Use layers.
– Erase views.
• Configuration file options:
– auto_regen_views.
– Turn off display of datum features.
– force_wireframe_in_drawings.
• Retrieve drawing as view-only.
• Model representations.
• Drawing representations.
• Merge drawings.
• Z-clipping.
• Area cross-sections.
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Managing Large Drawings – Methods:
Figure 2 – Assembly Simplified Rep
Managing Large Drawings — Methods
There are various methods that enable you to manage large drawings and
work on them in a more timely manner:
• Remove unnecessary detail – You can remove detail items from
regeneration and display that are not required. You can do this using
three methods:
– Turn off the display of datum features – If you turn off the display of
datum features, such as datum planes and datum points, you can
greatly reduce repaint time. If you disable the display of datum features
before retrieving a drawing, you can also reduce the initial display time.
– Use layers – If certain datum features are required in drawings then you
can selectively remove unwanted datum features using layers.
– Erase views – Remove unwanted views temporarily from the display so
that the drawing regeneration does not affect them.
Module 13 | Page 4
© 2012 PTC
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• Configuration file options – You can use several options to assist in
controlling the update and display of the view geometry.
– Update of views – You can edit auto_regen_views to no. This prevents
the automatic update of drawing views. Instead you select when to
update drawing views. This can save time when performing operations
such as editing drawing views or navigating to different drawing sheets.
– Controlling view display – You can globally turn off the display
of datum features by editing display_planes, display_axis,
display_coord_sys and display_point options to no. You can also edit
force_wireframe_in_drawings to yes, forcing all drawing views to display
in wireframe. This reduces time to update views because no hidden line
calculations are performed.
• Retrieve drawing as view only – You significantly reduce retrieval time by
retrieving a drawing in view-only mode. This is because associated models
are not retrieved when retrieving the drawing. This method is useful for
reviewing or plotting a drawing. If you decide to modify the drawing after
viewing it, you can retrieve the models at any time.
– Note, before retrieving drawings as view only, you must have previously
saved the drawing with the save display option enabled. This saves the
drawing with all views correctly updated.
• Model representations – You can use part and assembly simplified
representations to speed up the retrieval of drawings and the regeneration
of views. For example, you can configure an assembly simplified
representation to show only external components.
• Drawing representations – You can use drawing representations to control
which models and which views of a drawing are retrieved and displayed.
For example, you can temporarily remove all models and views that are not
necessary for current work. This enables you to improve drawing retrieval
time and improve drawing performance by minimizing display calculations
such as view regenerations and repaints.
• Merge drawings – You can develop each sheet of a drawing as a separate
drawing file and then merge the sheets together into a single drawing
after all of the sheets are completed. This is useful when developing
multi-model and multi-sheet drawings, because you can develop single
sheet drawings quicker then multi-sheet drawings. It also enables several
people to develop in parallel portions of a multi-sheet and/or multi-model
drawing and then merge the separate drawings into a single drawing file.
• Z-clipping – You can use z-clipping to remove unwanted background
geometry. Z-clipping enables you to display only the geometry in front of
a specified plane and ignore all geometry behind it. This provides two
time saving benefits:
– All hidden line removal calculations are stopped at the z-clip location.
– No model geometry is displayed beyond the z-clip location.
• Area cross-sections – You can use area cross-sections to reduce the
updating of view geometry. With an area cross-section, only the geometry
intersected by the cutting plane appears, preventing the calculation of
geometry in front and at the back of the cutting plane. Note, this type
of section may not be appropriate if the display of components behind
the cutting plane is required, however, you can use it as a temporary,
in-process solution.
© 2012 PTC
Module 13 | Page 5
PROCEDURE - Managing Large Drawings
Close Window
Erase Not Displayed
Drawing\Large_Drawings
Task 1:
NO FILES OPEN
Open the drill drawing and note the time to retrieve the drawing
and the time to navigate to different sheets.
1. Click File > Options.
3. Click Open
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2. In the Creo Parametric Options dialog box, select the Entity Display
category.
• In the Datum display settings, select the following check boxes:
Show datum planes, Show datum axes, Show datum points
and Show datum coordinate system.
• Click OK.
• Click No in the Creo Parametric Options dialog box.
from the Quick Access toolbar.
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4. Select DRILL.DRW and click Open.
5. Note the time it takes to retrieve DRILL.DRW with all the datum
features displayed.
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6. Change to sheet number two and note the time it takes to retrieve
sheet number two.
• Select the Sheet 2 sheet tab to navigate to sheet two.
• Notice that the drawing data is only retrieved for sheet number two
when you switch to the sheet.
Task 2:
Disable the display of datum features and use configuration
options to speed up the retrieval of the DRILL.DRW drawing.
1. Disable all Datum Display types.
2. Close all windows and erase all objects from memory.
• Click Close
from the Quick Access toolbar.
• In the ribbon, click Erase Not Displayed
• Click OK to erase all objects from memory.
Module 13 | Page 6
from the Data group.
© 2012 PTC
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3. Force all drawing views to display in wireframe.
• Click File > Options.
• In the Creo Parametric Options dialog box, select the Configuration
Editor category.
• Select the Show current session options check box from the
Display Filters drop-down list.
• Click Find... and type force_wireframe_in_drawings in the Type
keyword text box.
• Click Find Now.
• Edit the Value to yes.
• Click Add/Change > Close > OK.
• Click No in the Creo Parametric Options dialog box.
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4. Open DRILL.DRW again and note the time it takes to retrieve the
drawing.
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from the Quick Access toolbar. Double-click
• Click Open
DRILL.DRW.
• You should notice a reduction in the time taken to retrieve the
drawing.
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5. Edit configuration options to prompt for the update of drawing views.
• Click File > Options.
• In the Creo Parametric Options dialog box, select the Configuration
Editor category.
• Select the Show current session options check box from the
Display Filters drop-down list.
• Click Find... and type force_wireframe_in_drawings in the Type
keyword text box.
• Click Find Now.
• Edit the Value to no. Click Add/Change > Close.
• Click Find... and type auto_regen_views in the Type keyword
text box.
• Click Find Now.
• Edit the Value to no. Click Add/Change > Close > OK.
• Click No in the Creo Parametric Options dialog box.
© 2012 PTC
Module 13 | Page 7
6. Manually update drawing views.
• Notice that all of the views are
still displayed in wireframe.
• In the ribbon, select the
Review tab.
• Click Update Drawing View
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from the Update group.
• Select the front view in the
drawing and click OK.
• Notice that the view updates
to No Hidden display style.
Create a view-only version of the drawing.
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• Click Update Sheets
the Update group.
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7. Update all views on the drawing.
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1. Copy the drawing with views saved.
• Click File > Options.
• In the Creo Parametric Options dialog box, select the Environment
category.
• Select the Save display with model check box. Click OK.
• Click No in the Creo Parametric Options dialog box.
• Click File > Save as > Save a Copy.
• Type DRILL_VIEW_ONLY in the New Name text box. Click OK.
2. Close all windows and erase all objects from memory.
• Click Close
from the Quick Access toolbar.
• Click Erase Not Displayed
from the Data group.
• Click OK to erase all objects from memory.
3. Open DRILL_VIEW_ONLY.DRW.
•
•
•
•
Click Open
from the Quick Access toolbar.
Select DRILL_VIEW_ONLY.DRW.
Select View Only from the Open drop-down list.
The drawing should appear significantly quicker than before. This
drawing is for viewing and plotting only.
Module 13 | Page 8
© 2012 PTC
4. Retrieve the models associated with the drawing.
• In the ribbon, select the Layout tab.
from the Model Views group.
• Click Retrieve Models
• Click Confirm.
• Notice that all the drawing models are retrieved and regenerated.
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This completes the procedure.
© 2012 PTC
Module 13 | Page 9
Copyright
Detailing using Creo Parametric 2.0
Copyright © 2012 Parametric Technology Corporation and/or Its Subsidiary Companies.
All Rights Reserved.
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User and training guides and related documentation from Parametric Technology Corporation and its subsidiary companies (collectively
"PTC") are subject to the copyright laws of the United States and other countries and are provided under a license agreement that restricts
copying, disclosure, and use of such documentation. PTC hereby grants to the licensed software user the right to make copies in printed form
of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under
which the applicable software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by
PTC. Training materials may not be copied without the express written consent of PTC. This documentation may not be disclosed, transferred,
modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written
consent of PTC and no authorization is granted to make copies for such purposes.
Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a
warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may appear in this document.
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The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary
information, and is protected by the copyright laws of the United States and other countries. It may not be copied or distributed in any form
or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with written prior
approval from PTC.
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UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION.
PTC regards software piracy as the crime it is, and we view offenders accordingly. We do not tolerate the piracy of PTC software products,
and we pursue (both civilly and criminally) those who do so using all legal means available, including public and private surveillance resources.
As part of these efforts, PTC uses data monitoring and scouring technologies to obtain and transmit data on users of illegal copies of our
software. This data collection is not performed on users of legally licensed software from PTC and its authorized distributors. If you are using
an illegal copy of our software and do not consent to the collection and transmission of such data (including to the United States), cease
using the illegal version, and contact PTC to obtain a legally licensed copy.
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Important Copyright, Trademark, Patent, and Licensing Information: See the About Box, or copyright notice, of your PTC software.
UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND
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This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b)
(OCT’95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN’95), and are provided to the US Government under a limited commercial license
only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the restrictions set forth
in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227-7013 (OCT’88) or Commercial
Computer Software-Restricted Rights at FAR 52.227-19(c)(1)-(2) (JUN’87), as applicable. 01012012
Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA
Date
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PRINTING HISTORY
Document No.
T3905-390-02
05/22/2012
Order Number DT-T3905-390-02
Printed in the U.S.A
Description
Initial Printing of:
Detailing using Creo Parametric 2.0