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Page 1: T3905-390-02_SG-Ins_Exc_EN

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 andproprietary information, and is protected by the copyright laws of the United States and other countries. It may not be copiedor distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licensesagreement except with written prior approval from PTC.

UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINALPROSECUTION.

User and training guides and related documentation from PTC is subject to the copyright laws of the United States and othercountries and is provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTChereby grants to the licensed software user the right to make copies in printed form of this documentation if provided onsoftware media, but only for internal/personal use and in accordance with the license agreement under which the applicablesoftware 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 anymeans 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 beconstrued as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies thatmay appear in this document.

For Important Copyright, Trademark, Patent and Licensing Information see backside of this guide.

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About PTC UniversityWelcome to PTC University!With an unmatched depth and breadth of product development knowledge, PTC University helpsyou realize the most value from PTC products. Only PTC University offers:• An innovative learning methodology – PTC’s Precision Learning Methodology is a provenproprietary approach used by PTC to develop and deliver learning solutions.

• Flexible Delivery Options – PTC University ensures you receive the same quality training programsregardless of the learning style. Our extensive experience, innovative learning techniques, andtargeted learning modules facilitate the rapid retention of concepts, and higher user productivity.

• Premier Content and Expertise – A thorough instructor certification process and direct access tothe PTC product development and PTC consulting organizations means that only PTC coursescan give you highly-qualified instructors, the most up-to-date product information and bestpractices derived from thousands of deployments.

• Global Focus – PTC University delivers training where and when you need it by providing over100 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 dotheir jobs productively while supporting the organization’s overall performance goals.

The course you are about to take will expose you to a number of learning offerings that PTCUniversity 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 helpimprove your skills and productivity.

• eLearning Libraries – 24/7 access to Web-based training that will compliment your instructor-ledcourse.

• Precision LMS – A powerful learning management system that will manage your eLearningLibrary and Pro/FICIENCY assessments.

PTC University additionally offers Precision Learning Programs. These are corporate learningprograms designed to your organization’s specific goals, current skills, desired competencies, andtraining preferences.Whatever your learning needs are, PTC University can help you get the most out of your PTCproducts.

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PTC Telephone and Fax NumbersNorth America• 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

Europe• Technical Support, License Management, Training & Consulting– Tel: +800-PTC-4-HELP (00-800-78-24-43-57)

Asia• Please refer to http://www.ptc.com/services/training/contact.htm for contact information.In addition, you can access the PTC Web site at www.ptc.com. Our Web site contains the latesttraining schedules, registration information, directions to training facilities, and course descriptions.You can also reach technical support, and register for online service options such as knowledgebase searches, reference libraries, and documentation. You can also find general information aboutPTC, PTC Products, Consulting Services, Customer Support, and PTC Partners.

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Precision LearningPrecision Learning in the ClassroomPTC University uses the Precision Learning methodology to develop effective, comprehensive classmaterial that will improve the productivity of both individuals and organizations. PTC then teachesusing the proven instructional design principal of ‘Tell Me, Show Me, Let Me Do’:• 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.After the course, a Pro/FICIENCY assessment is provided to enable you to assess yourunderstanding of the materials. The assessment results will also identify the class topics thatrequire further review.At the end of the class, you will either take a Pro/FICIENCY assessment via your PTC UniversityeLearning account, or your instructor will provide training on how to do this after the class.

Precision Learning After the ClassEach student that enrolls in a PTC class has a PTC University eLearning account. This account willbe automatically created if you do not already have one.As part of the class, you receive additional content in your account:• A Pro/FICIENCY assessment from the course content that generates a Recommended LearningReport 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 sectionsof this training that you may want to review.

Please note that Web-based training may not be available in all languages. The Web-based trainingis available in your account for one year after the live class.

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Precision Learning RecommendationsPTC uses a role-based training approach. The roles and the associated trainingare graphically displayed in a curriculum map. Curriculum maps are available fornumerous PTC products and versions in the training section of our Web site athttp://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 ispartial and for illustration purposes only.Before the end of the class, your instructor will review the map corresponding to the course youare taking. This review, along with instructor recommendations, should give you some ideas foradditional training that corresponds to your role and job functions.

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Training AgendaDay 1Module 01 ― Introduction to Drawings

Module 02 ― Creating New Drawings

Module 03 ― Creating Drawing Views

Day 2Module 04 ― Adding Model Details to Drawings

Module 05 ― Adding Notes to Drawings

Module 06 ― Adding Tolerance Information

Module 07 ― Adding Draft Geometry and Symbols

Day 3Module 08 ― Using Layers in Drawings

Module 09 ― Creating and Using Tables in Drawings

Module 10 ― Using Report Information in Drawings

Module 11 ― Creating Drawing Formats

Module 12 ― Configuring the Drawing Environment

Module 13 ― Managing Large Drawings

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Table of ContentsDetailing using Creo Parametric 2.0Creating New Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Creating Different Drawing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Creating Drawing Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Creating Gearbox Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Creating Gearbox Cross-Section Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Adding Model Details to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Adding Dimensions to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Adding Notes to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Creating Notes in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Adding Tolerance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Configuring Dimensional Tolerances in the Piston . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Creating and Editing Geometric Tolerances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Adding Draft Geometry and Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Adding Draft Geometry to a Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Creating and Using Generic Symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12

Using Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1Managing Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Creating and Using Tables in Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1Creating a Revision Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Using Report Information in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1Adding a Bill of Materials Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2

Creating Drawing Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1Creating an A2 Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Managing Large Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1Managing Drawings for the Drill Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2

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Module 2Creating New Drawings

© 2012 PTC Module 2 | Page 1

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Exercise 1: Creating Different Drawing Templates

ObjectivesAfter successfully completing this exercise, you will be able to:• Create drawing templates.• Place different types of views on drawing templates.• Place tables on drawing templates.

ScenarioYou need to reduce the time it takes to create drawings. You also need to maintain companystandards with regard to the information contained within drawings. You create both part andassembly drawing templates to achieve these objectives.

Close Window Erase Not Displayed

Drawing\Templates_Creating NO FILES OPEN

Task 1: Create an A2 assembly drawing template.

1. Initiate a drawing template.• Click New from the Quick Access toolbar.• In the New dialog box, select Drawing as the type.• Type TEMPLATE_ASSEMBLY_A2_SIZE as the name of the drawing.• Clear the Use Default Template check box.• Click OK.

2. Configure the drawing options.• Ensure that the default model is edited toNone.

• Select the Empty with format option.• Click Browse. In the Open dialog box, clickWorking Directory .

• Select A2_SIZE_FORMAT.FRM as the format.• Click Open, and then click OK.• When prompted, type &drawn_by for thedrawn_by parameter, and press ENTER.

• Notice an A2 format is placed on the drawing.3. Switch to drawing template mode.

• In the ribbon, select the Tools tab.• Click Template from the Applicationsgroup.

The drawn_by parameter is utilized when the drawing template is used to create a newdrawing.

Module 2 | Page 2 © 2012 PTC

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Task 2: Place a template view.

1. Create an exploded template view.• In the ribbon, select the Layout tab.• Click Template View from the Model Viewsgroup.

• Type 3D_EXPLODED in the View Name textbox.

• Notice that by default the View Type is set toGeneral.

• Type 3D_VIEW in the Orientation text box.• Type EXP in the Explode text box.• Select the Scale check box, and type 1.5 inthe View Scale text box.

• Click Model Display, and ensure that thecheck box is selected. Select the No Hiddenoption.

• Click Place View, and select a location in thecenter of the drawing.

• Click OK from the Template View Instructionsdialog box.

Task 3: Add a bill of materials table to the drawing.

1. Insert the table BOM.TBL.• In the ribbon, select the Table tab.• Click Table From File from the Table group• Click Working Directory .• Select the BOM.TBL table.• Click Open.• Place the table in the lower-right corner of thedrawing, as shown.

When utilizing the drawing template, the bill of materials table populates with informationwhen an assembly model is placed in the drawing.

2. Save the template 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 to close the drawing window.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

© 2012 PTC Module 2 | Page 3

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Task 4: Create a part drawing template.

1. Initiate a drawing template.• Click New from the Quick Access toolbar.• In the New dialog box, select Drawing as the type.• Type TEMPLATE_PART_A2_SIZE as the name of the drawing.• Clear the Use Default Template check box.• Click OK.

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 A2_SIZE_FORMAT.FRM as the format.• Click Open, then click OK.• When prompted, type &drawn_by for the drawn_by parameter, and press ENTER.• Notice an A2 size drawing format is placed on the drawing.

3. Switch to drawing template mode.• In the ribbon, select the Tools tab.• Click Template from the Applications group.

Task 5: Add template views to the drawing.

1. Place the first template view.• In the ribbon, select the Layout tab.• Click Template View from the Model Viewsgroup.

• Type FRONT_VIEW in the View Name textbox.

• Notice the Orientation is set to FRONT bydefault.

• Click Model Display, and ensure that thecheck box is selected. Select the No Hiddenoption.

• Select the Dimensions check box, then selectthe Create Snap Lines check box.

• Type 0.5 for the Incremental Spacing, andtype 0.75 for the Initial Offset.

• Click Place View, select a location in thelower-left of the drawing, as shown.

• Keep the Template View Instructions dialogbox open.

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2. Place a projected view.• Click New in the Template View Instructions dialog box.• 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.• Click Model Display, and ensure that the check box is selected. Select the No Hiddenoption.

• Click Dimensions, and ensure that the check box is selected.• If necessary, select the Create Snap Lines check box.• Type 0.5 for the Incremental Spacing, and type 0.75 for the Initial Offset.• Click Place View, and select a location to the right of the front view, as shown.• Keep the Template View Instructions dialog box open.

3. Place a second projected view.• Click New in the Template View Instructionsdialog box.

• Type PLAN in the View Name text box.• Select Projection as the View Type.• Notice the FRONT_VIEW is automaticallyconfigured as the parent view.

• Click Model Display, and ensure that thecheck box is selected. Select the No Hiddenoption.

• Click Dimensions, and ensure that the checkbox is selected.

• If necessary, select the Create Snap Linescheck box.

• Type 0.5 for the Incremental Spacing, type0.75 for the Initial Offset.

• Click Place View, and select a location abovethe front view, as shown.

• Keep the Template View Instructions dialogbox open.

© 2012 PTC Module 2 | Page 5

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4. Place a 3-D general view.• Click New in the Template View Instructionsdialog box.

• Click View States, and ensure that the checkbox is selected.

• Type 3D_VIEW in the View Name text box.• Type 3D_VIEW in the Orientation text box.• Click Model Display, and ensure that thecheck box is selected. Select the No Hiddenoption.

• Click Place View. Drag a window to specifythe bounding box for the view, above theRIGHT_PROJ view, as shown.

• Note that the location and scale of the view iscontrolled by the bounding box.

• Click OK from the Template View Instructionsdialog box.

5. Save the template 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 to close the drawing window.

• Click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

Module 2 | Page 6 © 2012 PTC

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Module 3Creating Drawing Views

© 2012 PTC Module 3 | Page 1

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Exercise 1: Creating Gearbox Views

ObjectivesAfter successfully completing this exercise, you will be able to:• Configure different general and projection views to develop the GEARBOX_FRONT.PRT drawing.

ScenarioClose Window Erase Not Displayed

Drawing_Views\Gearbox_Views GEARBOX.DRW

Task 1: Add a general view.

1. Place the first general view.• Disable all Datum Display types.• Click General from the Model Views group.• Click OK to accept No Combined State.• Select a location in the center of the drawing,as shown.

2. Configure the view orientation.• Select the saved view name BACK from theModel View Names list.

• Click Apply.3. Configure the view display.

• Select the View Display category.• Edit the Display style to No Hidden.• Click OK.

Regardless of the current display setting in the environment, the initial display of drawingviews is controlled by the drawing setup option model_display_for_new_views. You canchange this if required.

Task 2: Add projection views.

1. Edit the drawing setup file.• Click File > Prepare > Drawing Properties.• In the Drawing Properties dialog box, click change in the Detail Options row.• Select the model_display_for_new_views option.• Edit the value to no_hidden. Click Add/Change.• Click OK.• Click Close.

Module 3 | Page 2 © 2012 PTC

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2. Add the left 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 to the left of the general view,as shown.

• Notice how the view display for the new viewis now set to no_hidden by default.

3. Add the right 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 to the right of the generalview, as shown.

4. Add the 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, asshown.

5. Move the projection views.• If necessary, right-click and select Lock ViewMovement to clear the check mark, andenable views to be moved.

• Select each projection view individually, andmove to a new location, as shown.

• Notice each projection move can only movealong its projected direction.

© 2012 PTC Module 3 | Page 3

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Task 3: Add a scaled view and a partial view.

1. Place a general view.• Click in the background to ensure no viewsare selected.

• Right-click and select Insert General View.• Select No Combined State and click OK.• Select a location above the right projectionview, as shown.

2. Configure the view scale.• Select the Scale category.• Select the Custom scale option.• Type 0.75 in the Custom scale text box.• Click OK.

3. Place another general view.• Click in the background to ensure no viewsare selected.

• Right-click and select Insert General View.• Select No Combined State and click OK.• Select a location to the right of the scaledview, as shown.

4. Configure the view orientation and the viewscale.• Select the saved view name 3D_BACK fromthe Model View Names list.

• Click Apply.• Select the Scale category.• Select the Custom scale option.• Type 1.5 in the Custom scale text box.• Click Apply.

Module 3 | Page 4 © 2012 PTC

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5. Configure a partial view.• Select the Visible Area category.• Select Partial View from the View visibilitydrop-down list.

• Select a reference point on the modelgeometry, as shown.

• Sketch a spline to create a boundary aroundthe reference point.

• Middle-click to complete sketching the spline.• Click OK.

6. Save the drawing and erase current 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase current objects from memory.

This completes the exercise.

© 2012 PTC Module 3 | Page 5

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Exercise 2: Creating Gearbox Cross-Section Views

ObjectivesAfter successfully completing this exercise, you will be able to:• Configure different cross-section views to develop the GEARBOX_FRONT.PRT drawing.

ScenarioClose Window Erase Not Displayed

Drawing_Views\Gearbox_Cross-Section GEARBOX.DRW

Task 1: Create cross-section views from existing projection views.

1. Disable all Datum Display types.2. Re-configure an existing projection view.

• Select the right projection view, as shown.• Right-click and select Properties.• Select the Sections category.• Select the 2D cross-section option.• Click Add Section .• Select section A from the Name list ofcross-sections.

• Click OK in the Drawing View dialog box.

3. Add section arrows to the general view.• With the section view still selected, right-clickand select Add Arrows.

• Select the general view.• Notice section arrows are added to the generalview, as shown.

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4. Create a second cross-section view.• Select the top projection view, as shown.• Right-click and select Properties.• Select the Sections category.• Select the 2D cross-section option.• Click Add Section .• Select section B from the Name list ofcross-sections.

• Click OK in the Drawing View dialog box.

5. Add section arrows to the general view.• With the top section view still selected,right-click and select Add Arrows.

• Select the general view.• Notice section arrows are added to the generalview, as shown.

6. Move the section B-B view name note.• Select the section B-B view note.• Relocate the view note below the section view,as shown.

Task 2: Create an auxiliary cross-section view.

1. Place an auxiliary view.• Click in the background to ensure no viewsare selected.

• Click Auxiliary from the Model Viewsgroup.

• From the model tree, select datum planeDTM8 as the front surface in the general viewto determine the view orientation.

• Select a location above and to the right of thegeneral view, as shown.

© 2012 PTC Module 3 | Page 7

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2. Configure a cross-section view.• With the auxiliary view still selected, right-clickand select Properties.

• Select the Sections category.• Select the 2D cross-section option.• Click Add Section .• Select section C from the Name list ofcross-sections.

• Click OK from the Drawing View dialog box.3. Move the section C-C view name note for the

auxiliary cross-section.• Select the section C-C view note, as shown.• Relocate the view note below the auxiliarysection view.

4. Add section arrows to the general view.• Select the auxiliary section view. Right-clickand select Add Arrows.

• Select the general view.• Notice section arrows are added to the generalview, as shown.

Task 3: Create a sectioned detailed view.

1. Configure a detailed view.• Click in the background to ensure no viewsare selected.

• Click Detailed from the Model Views group.• Zoom in to view section A-A.• Select an edge on the model, as shown, tospecify the center of the detailed view.

• Select points to sketch a spline boundary, asshown. Middle-click when finished.

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2. Place the detailed view.

• Click Refit from the In Graphics toolbar.• Select a location to the left of section B-B, asshown.

• Notice a note is added to the parent view.

You can edit the detailed view scale. You can also edit the reference note associatedwith the detailed view.

Task 4: Modify the cross-hatching on section A-A.

1. Select the cross-hatching on section A-A, asshown.

2. Right-click and select Properties.• Click Spacing > Half.• Click Angle > 135. Notice the cross-hatchingupdate.

• Click Done.

© 2012 PTC Module 3 | Page 9

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Task 5: Add a 3D section view.

1. Place a general view.• Click in the background to de-select anyhighlighted items.

• Right-click and select Insert General View.• Select No Combined State and click OK.• Select a location to the right of section A-A,as shown.

2. Configure the view orientation.• Select the saved view name, 3D_SECTION,from the Model View Names list.

• Click Apply.3. Configure the 3D section view.

• Select the Sections category.• Select the 3D cross-section option.• Notice 3D_XSEC is the only 3D cross-sectionavailable.

• Ensure the Show X-Hatching check box isselected.

• Click OK.

4. Save the drawing and erase current 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase current objects from memory.

This completes the exercise.

Module 3 | Page 10 © 2012 PTC

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Module 4Adding Model Details to Drawings

© 2012 PTC Module 4 | Page 1

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Exercise 1: Adding Dimensions to Drawings

ObjectivesAfter successfully completing this exercise, you will be able to:• Add dimensions to drawing views.• Modify the location of dimensions.• Edit the display of dimensions.• Edit global dimension properties.

ScenarioYou have been assigned to add details to the clutch shoe drawing. You must also maintain thecompany drawing standards. You do this by adding model dimensions to drawing views, modifyingthe location of dimensions and editing the display of dimensions.

Close Window Erase Not Displayed

Drawing_Details\Dimensions_Adding

CLUTCH_SHOE_LEFT.DRW

Task 1: Add model dimensions to the drawing and move dimensions in the drawing.

1. Disable all Datum Display types.2. Review the layout of views on the drawing.

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3. Show dimensions by feature.• Select the Annotate tab from the ribbon.• Click Show Model Annotations from theAnnotations group.

• Select the feature MAIN_PROTRUSION fromthe model tree. Notice the feature geometryhighlights on the drawing.

• Notice the dimensions are shown on the frontand projection views.

• Click Select All and then click OK in thedialog box.

• Click in the background to de-select allhighlighted dimensions.

4. Move a dimension to another view.• Select the 46.5 diameter dimension on thefront view.

• Right-click and select Move Item to View.• Select the cross-section view.• Notice the dimension has moved to theselected view.

• Click in the background to de-select allhighlighted dimensions.

Dimensions can also be placed on 3-D views if the drawing setup file optionallow_3d_dimensions is set to yes.

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5. Move more dimensions to the cross-sectionview.• Drag a window across the front view to selectall the dimensions in that view.

• Right-click and select Move Item to View.• Select the cross-section view.• Notice the dimensions have moved to theselected view.

• Click in the background to de-select allhighlighted dimensions.

6. Show dimensions by feature in a selected view.

• Click Show Model Annotations from theAnnotations group.

• Select the feature F6(CUT_1) on detail 1 view,as shown.

• Click Select All and then click OK fromthe dialog box.

• Click in the background to de-select allhighlighted dimensions.

7. Show more dimensions by feature in a selectedview.• Click Show Model Annotations from theAnnotations group.

• Select the feature F7 (CUT_2) in the detail 2view, as shown.

• Notice model dimensions appear in theselected view.

• Click Select All and then click OK in thedialog box.

• Click in the background to de-select allhighlighted dimensions.

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8. Rearrange the shown dimensions.• Select each newly shown dimension andmove it to a new location using drag handles.

• Click in the background to de-select allhighlighted dimensions.

9. Continue showing dimensions.

• Click Show Model Annotations from theAnnotations group.

• Right-click where shown and select the featureF11 (SLOT_1) in the detail 1 view.

• Click Select All and then click OK fromthe dialog box.

• Click in the background to de-select allhighlighted dimensions.

Task 2: Manipulate dimensions on the drawing.

1. Move the shown dimensions in the detail 1 viewusing drag handles.• Select each newly shown dimension andmove it to a new location using drag handles.

• Click in the background to de-select allhighlighted dimensions.

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2. Flip arrows on selected dimensions in the detail1 view.• Press CTRL, select both the linear vertical2 dimensions, and select both the linear 3dimensions.

• With all four dimensions selected, right-clickand select Flip Arrows.

• Notice the arrows are flipped on the fourselected dimensions.

• With all four dimensions still selected,right-click and select Flip Arrows again.

• Click in the background to de-select allhighlighted dimensions.

3. Flip arrows on a diameter dimension.• Select the 2 diameter dimension, in the detail1 view.

• Right-click and select Flip Arrows.• Notice the arrows are updated.• Right-click and select Flip Arrows again.• Notice the arrows are updated again.• Click in the background to de-select allhighlighted dimensions.

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4. Edit the display of the radius dimension.• Select the 1 radius dimension, in the detail 1view.

• Right-click and select Flip Arrows.• Notice the arrows are updated.• Drag the dimension to a new location, asshown.

• Click in the background to de-select allhighlighted dimensions.

5. Move and align dimensions in the detail 1 view.• Select the left vertical 2 dimension.• Drag it to a new location, as shown.• Press CTRL and select the vertical 3dimension.

• Right-click and select Align Dimensions.• Notice the dimensions are now aligned.

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6. Change the arrow head style on a dimension.• Zoom into the vertical 3 dimension in the detail1 view.

• Cursor over the top arrow for the dimensionand select it.

• Right-click and select Arrow Style.• Click Filled Dot > Done/Return.• Notice the arrow updates, as shown.• Click in the background to de-select allhighlighted dimensions.

7. Change the display of the diameter dimension tolinear in the detail 1 view.• Select the 2 diameter dimension, in detail view1.

• Right-click and select Show as linear.• Right-click and select Edit Attachment.• Rotate the dimension to a new location, asshown.

• Click in the background to de-select allhighlighted dimensions.

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8. Move the diameter dimension in detail view 1using drag handles.• Select the 2 diameter dimension, in the detail1 view.

• Move the dimension to a new location usingdrag handles.

• Click in the background to de-select allhighlighted dimensions.

9. Add a jog to a witness line on the diameterdimension in the detail 1 view.• Click Jog from the Annotations group• Select the 2 diameter dimension in the detail1 view.

• Select a location on the right witness line tospecify the jog point.

• Drag the jog point to a new location, as shown.• Click to locate the new position for the jogpoint.

• Middle-click twice to exit creating jogs.

Task 3: Adjust dimensions in the cross-section view.

1. Clean up dimensions in the cross-section view.• Drag a window to select all the dimensions inthe cross-section view, as shown.

• Right-click and select Cleanup Dimensions.• In the Clean Dimensions dialog box, type 15in the Offset text box.

• Type 10 in the Increment text box.• Ensure the Create Snap Lines check box isselected.

• Click Apply. Click Close.• Click in the background to de-select allhighlighted dimensions.

• Notice the dimensions have been cleaned upand snap lines have been created.

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Task 4: Add a driven dimension and a reference dimension to the cross-section view.

If a dimension scheme does not meet required drawing standards you can either edit thedimension scheme or remove unwanted dimensions, and create driven dimensions.

1. Remove a selected diameter dimension on thecross-section view.• Select the 46.5 diameter dimension in thecross-section view, as shown.

• Right-click and select Delete.• Click in the background to de-select anyhighlighted dimensions.

2. Move a linear dimension in the cross-sectionview using drag handles.• Select the 36.5 linear dimension, in thecross-section view.

• Move the dimension to a new location usingdrag handles.

• Click in the background to de-select anyhighlighted dimensions.

3. Add a driven radius dimension to thecross-section view.• Select Dimension - New References fromthe Dimension types drop-down menu in theAnnotations group.

• Select the curved edge on the model, asshown.

• Middle-click to place the dimension on thedrawing.

• Click Return.• Click in the background to de-select anyhighlighted dimensions.

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4. Add a reference dimension.• Select Reference Dimension - NewReferences from the ReferenceDimension types drop-down menu in theAnnotations group.

• Select the vertical edge of the model, asshown.

• Select the curved edge on the model, asshown.

• Middle-click to place the dimension on thedrawing.

• When prompted click Tangent to dimensionwith respect to the tangent edge of the arc.

• Click Return.• Click in the background to de-select anyhighlighted dimensions.

Task 5: Edit a dimension to display in symbolic form.

1. Edit the dimension text display for a dimension.• Select the 36.5 linear dimension in thecross-section view, as shown.

• Right-click and select Properties.• Select the Display tab.• Edit @D to @S.• Select the Properties tab.• Type SHOE_WIDTH in the Name text box.• Click OK.• Click in the background to de-select anyhighlighted dimensions.

You can edit the dimension back so it displays the numeric form by changing @S to @D.This can be done at anytime.

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Task 6: Globally change the display of dimensions on the drawing.

1. Edit the drawing setup file.• Click File > Prepare > Drawing Properties .– In the Detail Options section, click change

in the Detail Options row.• Click Find and type lead_trail_zeros in thetype keyword box.

• Click Find Now.• Select the lead_trail_zeros option.• Edit the Set value to std_english using thedrop-down box.

• Click Add/Change. Click Close.• Click OK. Click Close.• In the ribbon, select the Review tab.• Click Update Sheets from the Updategroup.

• Notice trailing zeros are displayed after thedecimal place on all applicable dimensions.

2. Save the drawing and erase current objects from memory.• Click Save from the Quick Access toolbar.• Click OK from the Save Object dialog box.

• Click Close from the Quick Access toolbar.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase current objects from memory.

This completes the exercise.

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Module 5Adding Notes to Drawings

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Exercise 1: Creating Notes in Drawings

ObjectivesAfter successfully completing this exercise, you will be able to:• Add model notes to a drawing.• Create new notes in a drawing.• Edit notes in a drawing.• Use data from text files in notes.• Create parametric notes in a drawing.• Edit the display of notes.• Associate notes with model views and dimensions.

ScenarioYou need to add notes and other model information to the fuel tank drawing. You want to use asmuch parametric information from the design model as possible, so that the drawing is updatedwith the design model.

Close Window Erase Not Displayed

Drawing_Details\Notes_Creating FUEL_TANK.DRW

Task 1: Show a 3-D note from the design model in the drawing.

1. Disable all Datum Display types.2. In the ribbon, select the Annotate tab.

3. Click Show Model Annotations from theAnnotations group.

4. Select the general view, as shown.

5. Select the Note Tab in the Show ModelAnnotations dialog box.

6. Select the Show check box.7. Notice a 3-D model note appears in the selected

view.8. Click OK.9. Select the MOUNTING HOLES note.10. Drag the note to a new location, as shown.11. Click in the background to de-select any items.

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Task 2: Create a note in a drawing.

1. Click Note from the Annotations group.2. Ensure No Leader, Enter, Horizontal,

Standard and Default are selected.3. Click Make Note.4. Select a location on the left side of the drawing,

as shown.5. Type STRICTLY CONFIDENTIAL.6. Press ENTER twice.7. Click Done/Return.8. Click in the background to de-select any

highlighted items.

Task 3: Edit the text style of the note.

1. Select the strictly confidential note, as shown.2. Right-click and select Properties.3. Select the Text Style tab.4. Clear the Default check box for the font.5. Edit the font to filled.6. Clear the Default check box for the Height.7. In the Height text box, type 8.8. Select the Underline check box.9. In the Slant Angle text box, type 5.10. Click OK.11. Click in the background to de-select any

highlighted items.

You can save and apply text styles to selected text. You can do this when initially creatingnotes or when editing notes.

Task 4: Insert a text note by retrieving a text file.

1. Click Note from the Annotations group.2. Ensure No Leader, File, Horizontal, Standard,

and Default are selected.3. Click Make Note.4. Select a location for the note below the strictly

confidential note.5. In the Open dialog box, select QUOTATION_

STAMP.TXT and click Open.6. Notice a new note appears.7. Click Done/Return.8. Click in the background to de-select highlighted

items.

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Task 5: Edit and format the note created from the file.

1. Re-size the text box of the note.• Select the previously created note from thefile.

• Cursor over the right side of the text box.• Drag the text box to the left.• Notice the text wraps inside the text box, andthe number of lines in the note increases.

• Re-size the text box, as shown.

2. Edit the text in the note.• With the note still selected, right-click andselect Properties.

• Edit the note, as shown.• Click OK.• Click in the background to de-selecthighlighted items.

Task 6: Move notes to a new location.

1. Drag a window to select both notes.2. Drag the notes into the lower-left corner of the

drawing, as shown.• Click in the background to de-selecthighlighted items.

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Task 7: Create a note with a leader.

1. Click Note from the Annotations group.2. Ensure With Leader, Enter, Horizontal,

Standard and Default are selected.3. Click Make Note.4. Click On Entity and Double Arrow.5. Select an edge on the hole shown in the general

view.6. Click Done.7. Select a location for the note to the left of the

general view.8. Select the Diameter symbol from the Text

Symbol palette.9. Type 4.0 AIR TRAP VENT HOLE.10. Press ENTER twice.11. Notice the note displays the diameter symbol

before the typed text.12. Click Done/Return.13. Click in the background to de-select highlighted

items.

You can edit the double arrow leader by selecting the leader, right-clicking and selectingEdit Attachment.

Task 8: Insert a jog in the note leader.

1. Select the leader of the note created in theprevious task.

2. Right-click and select Insert Jog.3. Select a location on the leader line to specify

the jog point.4. Drag the jog point to a new location, as shown.5. Click to locate the new position for the jog point.6. Middle-click to stop creating jogs.

You can delete jogs by selecting them, right-clicking, and selecting Delete.

Task 9: Edit the note appearance and modify the leader position.

1. Re-size the text box of the note.• Ensure the previously jogged note is stillselected.

• Cursor over the left side of the text box.• Drag the text box to the right to create a twoline note, as shown.

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2. Create boxes around the note and change theleader position.• Ensure the previously jogged note is stillselected.

• Right-click and select Properties.• Type@[ at the beginning of the first line.• Type@O (letter not number), at the beginningof the second line.

• Type@] at the end of the second line.• Click OK.• Notice each line of the note is now enclosedby a box, and the leader is now attached tothe second line of the note.

• If necessary, re-size the text box as shown.• Click in the background to de-selecthighlighted items.

Task 10: Insert a parametric note for the thread on the spout.

1. Zoom in to view Detail 1.2. Click Note from the Annotations group.3. Ensure No Leader, Enter, Horizontal,

Standard and Default are selected.4. Click Make Note.5. Select a location below the detail view.6. Notice the dimensions switch to symbolic values.7. Type RIGHT HANDED THREAD.8. Press ENTER once.9. Type PITCH = &d133.10. Press ENTER once.11. Type HEIGHT = &d136.12. Press ENTER twice.13. Notice the pitch and height dimensions have

been removed from the view, and the notereflects these values.

14. Click Done/Return.15. Click in the background to de-select highlighted

items.

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Task 11: Group a note with a view.

1. Select the note created in the previous task.

2. Select Relate to View in the Group group.3. Select view DETAIL 1.4. Ensure that the note is related to the view.5. Select view DETAIL 1 again.6. If necessary, right-click and select Lock View

Movement to enable view movement.7. Move the view to a new location, as shown.8. Notice the note has moved with the view.

Task 12: Group a note with a dimension.

1. Insert a note next to a dimension.• Zoom in to the section y-y view.• Click Note from the Annotations group.• Ensure No Leader, Enter, Vertical, Standardand Default are selected.

• Click Make Note.• Select a location for the note next to thevertical 59 dimension, as shown.

• Type OVERALL HEIGHT.• Press ENTER twice.• Click Done/Return.

2. Relate the note to the dimension.• With the note still selected, select Relate toObject in the Group group.

• Select the vertical 59 dimension.• Drag the 59 dimension to a new location, asshown.

• Notice the note moves with the dimension.• Click in the background to de-selecthighlighted items.

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3. 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Module 6Adding Tolerance Information

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Exercise 1: Configuring Dimensional Tolerances in thePiston

ObjectivesAfter successfully completing this exercise, you will be able to:• Configure dimensional tolerances in a model.• Configure dimensional tolerances in a drawing.• Control the display of dimensional tolerances.

ScenarioYou have been assigned the task of adding dimensional tolerances to the piston drawing.

Close Window Erase Not Displayed

Drawing_Details\Dimensions_Tolerances PISTON.PRT

Task 1: Add tolerances to dimensions in the design model.

1. Disable all Datum Display types.2. Display tolerances in the model.

• Click File > Options.• In the Creo Parametric Options dialog box,select the Entity Display category.

• Select the Show dimension tolerancescheck box.

• Click OK.• Click NO in the Creo Parametric Optionsdialog box.

• Notice that the default ANSI tolerance valuesappear in a table at the bottom of the graphicswindow.

3. Add a plus-minus tolerance in the model.• Select the EXTRUDE_1 feature in the modeltree. Right-click and select Edit.

• Select the 30.5 diameter dimension.• Right-click and select Properties.• Edit the Tolerance mode to Plus-Minus.• Type 0.00 in the Upper tolerance text box.• Type –0.02 in the Lower tolerance text box.• Click OK.• Notice the updated dimensional tolerance nowappears.

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4. Add a limits tolerance in the model.• With the model dimensions still displayed,select the 14.0 linear dimension.

• Right-click and select Properties.• Edit the Tolerance mode to Limits.• Click OK.• Notice the updated dimensional tolerance nowappears.

5. Add another limits tolerance in the model.• With the model dimensions still displayed,select the 16.0 linear dimension.

• Right-click and select Properties.• Edit the Tolerance mode to Limits.• Type 15.98 in the Lower limit text box.• Click OK.• Notice the updated limits dimension.• Click Regenerate from the Quick Accesstoolbar.

It was necessary to regenerate the model because changing the lower tolerance valuehad changed the nominal value.

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Task 2: Show dimension tolerances in the drawing.

1. Display tolerances in a drawing.

• Click Open from the Quick Access toolbar.• Select PISTON.DRW and click Open.• Notice that tolerances are not displayed in thedrawing.

• Click File > Prepare > Drawing Properties.• In the Drawing Properties dialog box, clickchange 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.• Click Repaint from the In Graphics toolbar.

Tolerance display in drawings is controlled through the drawing setup option tol_display,not the Environment option.

2. Edit a tolerance in the drawing.• Select the Annotate tab in the ribbon.• Select the 30.5 diameter dimension.• Right-click and select Properties.• Type 0.01 in the Upper tolerance text box.• Click OK.• Note, you can edit dimensional tolerances inboth models and drawings.

You can edit tolerance values directly in the drawing. Select a tolerance value, right-click,and select Edit Value.

Task 3: Add a tolerance to a dimension in the drawing.

1. Zoom in to the Section A-A view.2. Add a tolerance to a hole feature dimension.

• Select the 8 diameter dimension.• Right-click and select Properties.• Edit the Tolerance mode to Plus-Minus.• Clear the Default check box.• Type 3 in the Decimal Places text box.• Type +0.010 in the Upper tolerance text box.• Type –0.005 in the Lower tolerance text box.• Click OK.

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Task 4: Configure ISO tolerances in a model and a drawing.

1. Change the tolerance standard in the model to ISO.• Click Windows from the Quick Access toolbar and select PISTON.PRT.• Click File > Prepare > Model Properties.• In the Features and Geometry section, click change in the Tolerance row.• Click Standard > ISO/DIN.• Click Yes to regenerate the model.

2. Change the tolerance class.• Click Model Class > FINE. Click Yes to regenerate the model.

3. Add tolerance tables to the model.• Click Tol Tables > Retrieve.• Select HOLE_G.TTL, and click Open.• Click Yes to regenerate the model.• Click Tol Tables > Retrieve.• Select SHAFT_D.TTL, and click Open.• Click Yes to regenerate the model.• Click Done/Return.• Click Close in the Model Properties dialog box.

4. Activate the drawing.• Click Windows from the Quick Accesstoolbar and select PISTON.DRW.

• Notice the dimensional tolerance values havechanged because the model is now controlledby ISO tolerance tables.

• Observe the dimensional tolerances on the 8diameter dimension in view Section A-A.

5. Apply the shaft tolerance table to a shaftdiameter.• Select the 30.5 diameter dimension in the topview.

• Right-click and select Properties.• Edit the Tolerance table to Shaft.• Select 6 from the Table name drop-down list.• Click OK.• Notice the tolerance values are now takenfrom the shaft tolerance table.

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6. Apply the hole tolerance table to the a diameter.• Select the 8 hole diameter dimension in viewSection A-A.

• Right-click and select Properties.• Edit the Tolerance table to Hole.• Select 4 from the Table name drop-down list.• Type 3 in the Decimal Places text box.• Click OK.

7. Save the drawing and erase current 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Exercise 2: Creating and Editing Geometric Tolerances

ObjectivesAfter successfully completing this exercise, you will be able to:• Create geometric tolerances in drawings.• Edit geometric tolerances in drawings.• Create basic dimensions.• Create reference datums.• Create inspection dimensions.

ScenarioYou need to add geometrical tolerances to the engine block drawing. This information enablescorrect manufacture and inspection of the component.

Close Window Erase Not Displayed

Drawing_Details\Gtol_Creating-Editing ENG_BLOCK_FRONT.DRW

Task 1: Configure a basic dimension and an inspection dimension.

1. Disable all Datum Display types.2. Configure a basic dimension.

• Select the Annotate tab in the ribbon.• Zoom in to the top view on the drawing.• Select the 45 vertical dimension in the topview.

• Right-click and select Properties.• Select the Display tab.• Select the Basic option.• Click OK.• Click in the background to de-select all items.• Notice the dimension is now displayed in afeature control frame.

3. Configure an inspection dimension.• Zoom in to the Section A-A view on thedrawing.

• Select the 66 diameter dimension in the view.• Right-click and select Properties.• Select the Display tab.• Select the Inspection option.• Click OK.• Click in the background to de-select all items.• Notice the dimension is now displayed as aninspection dimension.

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Task 2: Create reference datums in the drawing.

1. Create a reference datum plane.• Select Model Datum Plane from theModel Datum types drop-down menu in theAnnotations group.

• Type A in the Name text box.

• Click Set Datum to specify the datumplane appearance.

• Click On Surface in the Definition area.• Select the front surface of the model in thefront view, as shown.

• Click OK.• Notice the reference datum plane is displayedin the four projected views, including the topview.

2. Move the set datum plane in the top view.• Select the set datum plane A in the top view.• Drag it to a new location, as shown.

3. Create a reference datum axis.• Select Model Datum Axis from theModel Datum types drop-down menu in theAnnotations group.

• Type B in the Name text box.

• Click Set Axis to specify the datum axisappearance.

• Click Define in the Definition area.• Click Thru Cyl in the Datum Axis menu.• Select the revolved surface of the model in thegeneral view, as shown.

• Click OK.• Notice the reference datum axis is displayedin all drawing views.

4. Configure the display of datum axis B in thedrawing.• Press CTRL and select the set datum axis Bin the two 3-D views, as shown.

• Right-click and select Erase.• Click in the background to de-select all items.

• Click Repaint from the In Graphics toolbar.• Notice the two selected datum axes no longerappear.

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5. Move the set datum axis in the Section A-A view.• Select the set datum axis B in the Section A-Aview.

• Drag it to a new location, as shown.

Task 3: Create a geometric tolerance for parallelism between the front and rear surfaces of thecomponent.

1. Start creating the geometric tolerance forparallelism.• Click Geometric Tolerance from theAnnotations group.

• In the Geometric Tolerance dialog box, selectthe Parallelism tolerance option.

• For the Reference Type, select Surface fromthe drop-down list.

• Select the rear model surface in the top view,as shown.

• For the Placement Type, select With Leaderfrom the drop-down list.

• Click On Entity > Arrow Head.• Select the edge in the top view, as shown.• Click Done.• Select a location for the tolerance above andto the left of the top view, as shown.

2. Configure the Datum Refs tab.• Select the Datum Refs tab.• Select A from the Basic drop-down list.• Notice RFS (no symbol) is configured for thematerial condition.

3. Configure the Tol Value tab.• Select the Tol Value tab.• Type 0.002 in the Overall Tolerance text box.

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4. Configure the Symbols tab and complete theconfiguration of the geometric tolerance.• Select the Symbols tab.• Select the Statistical Tolerance check box.• Click OK to complete the configuration.

Task 4: Create a geometric tolerance for concentricity on a cylindrical surface.

1. Start creating the geometric tolerance forconcentricity.• Click Geometric Tolerance from theAnnotations group.

• In the Geometric Tolerance dialog box, selectthe Concentricity tolerance option.

• For the Reference Type, select Surface fromthe drop-down list.

• Select the cut surface in the front view, asshown.

• For the Placement Type, select With Leaderfrom the drop-down list.

• If necessary, click On Entity > Arrow Head.• Select the cut edge, in the Section A-A view,as shown.

• Click Done.• Select a location for the tolerance above andto the left of the Section A-A view, as shown.

Notice the placed geometric tolerance has retained some options from the previouslycreated parallelism geometric tolerance. These options update as you continue theconfiguration.

2. Configure the Datum Refs tab.• Select the Datum Refs tab.• Select B from the Basic drop-down list.• Notice RFS (no symbol) is configured for thematerial condition.

3. Configure the Tol Value tab.• Select the Tol Value tab.• Type 0.001 in the Overall Tolerance text box.

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4. Configure the Symbols tab and complete theconfiguration of the geometric tolerance.• Select the Symbols tab.• Clear the Statistical Tolerance check box.• Select the Diameter Symbol and Free Statecheck boxes.

• Click OK to complete the configuration.• Click in the background to de-select all items.

Task 5: Edit the parallelism geometric tolerance in the drawing.

1. Select the parallelism geometric tolerance, in thetop view, as shown.

2. Right-click and select Properties.3. Select the Tol Value tab.4. Select MMC from the Material Condition

drop-down list.5. Click OK to complete the configuration.

You can modify geometric tolerances after you place them on a drawing.

6. Save the drawing and erase current 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Module 7Adding Draft Geometry and Symbols

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Exercise 1: Adding Draft Geometry to a Drawing

ObjectivesAfter successfully completing this exercise, you will be able to:• Import 2-D drawing data into a drawing.• Create draft geometry in a drawing.• Edit draft geometry in a drawing.• Use existing draft geometry when creating draft entities.

ScenarioYou have been assigned the task of making minor edits to a drawing. This involves adding draftgeometry to a drawing and editing the draft geometry.

Close Window Erase Not Displayed

Drawing_Details\Draft_Geometry TRIGGER_DRAFTED.DRW

Task 1: Import 2-D drawing data into a drawing.

1. Disable all Datum Display types.

2. Click the Insert group drop-down menu and select Import Drawing/Data .

3. Click Working Directory .4. Select TRIGGER_DRAWING.IGS.5. Click Open.

• Select the No Views option.• Select the Automatically Associate Dimensions check box.• Clear all other check box selections.• Click OK.• Notice drawing data is imported into the drawing.

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Task 2: Temporarily hide drawing dimensions.

1. In the ribbon, select the Annotate tab.2. Select Dimension from the Selection Filter drop-down list in the Status bar.3. Drag a window to select all dimensions in the drawing.

• Right-click and select Erase.• Click in the background to de-select any items.• Notice all dimensions are no longer displayed.

4. Select General from the Selection Filter drop-down list in the Status bar.

Task 3: Create 2-D draft geometry in the front view.

1. Zoom in to the front view in the drawing.2. In the ribbon, select the Sketch tab.3. Create a drafted line in the front view.

• Click Line from the Sketching group.• Click Select References in the SnappingReferences dialog box.

• Select the horizontal axis line, as shown.• Middle-click in the background.• Start sketching a line from the selected vertex.Drag the end point of the line to a new location,as shown.

• Right-click and select Angle.• Type 45 in the Angle text box, and pressENTER.

• Notice the line now extends along an angle of45 degrees to the horizontal.

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4. Complete sketching the line.• Click to locate the line endpoint atapproximately the position shown.

5. Create a second line perpendicular and equal inlength to the previous line.• Start sketching a line from the selectedreference vertex.

• Drag the end point of the line until the lineis perpendicular and equal in length to theprevious line, as shown.

• Click to locate the line endpoint at this position.

6. Middle-click to complete sketching lines.• Click in the background to de-select anyhighlighted items.

7. Create an arc offset from existing geometry.• In the Sketching group, select Offset Edgefrom the Edge types drop-down menu.

• Select the arc, as shown.• Type 2 as the offset value, and press ENTER.

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8. Complete creating arc geometry.• Middle-click twice to stop creating arcs.• Click in the background to de-select anyhighlighted items.

• In the ribbon, select the Review tab.• Click Update Draft from the Update groupto regenerate draft entities.

Task 4: Trim the drafted entities.

1. Trim the lines in the front view using the largerarc as a boundary.• In the ribbon, select the Sketch tab.• Click Bound from the Trim group.• Select the arc as the boundary.• Select the first drafted line at the locationshown.

• Notice the selected line is trimmed.• Select the second drafted line at the locationshown.

• Notice the second selected line is alsotrimmed.

• Middle-click to complete trimming.

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2. Trim the lines in the front view using the smallerarc as a boundary.• Click Bound from the Trim group.• Select the arc shown as the boundary.• Select the first drafted line at the locationshown.

• Notice the selected line is trimmed.• Select the second drafted line at the locationshown.

• Notice the second selected line is alsotrimmed.

• Middle-click to complete trimming.

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3. Trim one end of the arc.• Click Bound from the Trim group.• Select the line shown as the boundary.• Select the arc at the location shown.• Middle-click to complete trimming.

4. Trim the other end of the arc.• Click Bound from the Trim group.• Select the line shown as the boundary.• Select the arc at the location shown.• Middle-click to complete trimming.

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Task 5: Create projected detail in the side view.

1. Create references in the front view for theprojected lines.• Click Line from the Sketching group.• Click Select References in the SnappingReferences dialog box.

• Select the horizontal axis line in the front view,as shown.

• Select the sketched arc in the front view, asshown.

• Middle-click in the background.

2. Create two horizontal lines to represent projected detail in the side view.• Sketch a horizontal line starting at the upper endpoint of the arc and finishing to the right ofthe side view, as shown.

• Sketch a second horizontal line starting at the lower endpoint of the arc and finishing to theright of the side view, as shown.

• Middle-click to complete sketching.

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3. Create two vertical lines offset from thecenterline in the side view.• Select Offset Edge from the Edge typesdrop-down menu.

• Select the vertical centerline, as shown.• Type 3.5 as the offset value, and pressENTER.

• Select the same vertical centerline.• Type –3.5 as the offset value, and pressENTER.

• Middle-click twice to complete offsetting.• Click in the background to de-select anyhighlighted items.

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Task 6: Trim the drafted lines in the side view.

1. Divide the lines in the side view.• Click Divide at Intersection from the Trimgroup.

• Consecutively select the vertical andhorizontal lines in each corner of the draftedrectangle, as shown.

• Middle-click to complete dividing.

2. Delete the unwanted lines.• Press CTRL and select the eight unwantedlines, as shown.

• Right-click and select Delete.

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Task 7: Create projected details in the section view.

1. First mirror drafted entities in the front view.• Click Mirror from the Edit group.• Drag a window and select the three drafted entities in the front view, as shown.• Click OK.• Select the vertical centerline to mirror about.• Notice that mirrored geometry is created.

2. Move the mirrored drafted entities to the section view.• Click Translate from the Edit group.• Drag a window and select the mirrored drafted entities in the front view, as shown.• Middle-click to complete selecting.

• In the Select Point dialog box, click Vertex .• Click in the Vertex collector to activate it.• Select the circle as the reference in the front view, as shown and click OK.• Pan to the section view.• Select the circle as the reference in the section view, as shown and click OK.• Notice that the mirrored entities have been moved to the section view.

3. 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Exercise 2: Creating and Using Generic Symbols

ObjectivesAfter successfully completing this exercise, you will be able to:• Create generic symbols.• Place instances of generic symbols.

ScenarioYou have been tasked with creating a generic symbol which will form part of a symbol library. Afteryou have created the symbol, you need to ensure that it is working correctly by placing symbols ona drawing.

Close Window Erase Not Displayed

Drawing_Details\Symbols_Generic GROUPS.DRW

Task 1: Create a symbol and configure symbol groups.

1. Disable all Datum Display types.2. Create a new symbol.

• In the ribbon, select the Annotate tab.• Select Symbol Gallery from the Symboltypes drop-down menu in the Annotationsgroup.

• Click Define.• Type Gen_Sym as the name and pressENTER.

• Notice that the symbol editing window openswith options to create draft geometry.

3. Copy draft geometry from the drawing.• Click Copy Drawing.• Drag a window to select all the draft geometryfrom the drawing, as shown.

• Click OK.• Notice that the selected geometry is copiedinto the symbol edit window.

4. Create two symbol groups.• Click Groups > Create.• Type SQUARE as the name of the group, andpress ENTER.

• Press CTRL, and select the note and all thegeometry except the circle, as shown.

• Click OK.• Click Groups > Create.• Type CIRCLE as the name of the group, andpress ENTER.

• Press CTRL and select the note and all thegeometry except the square, as shown.

• Click OK.

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Task 2: Create subgroups in the defined groups.

1. Edit the level of group to Square.• Click Change Level > Square > This Level.• Notice the change in the appearance of thesymbol, as shown.

2. Create subgroups of the Square.• Click Create.• Type LEFT_ARROW as the name of thegroup, and press ENTER.

• Press CTRL, and select the note, the leftarrow, and the square geometry, as shown.

• Click OK.• Click Create.• Type RIGHT_ARROW as the name of thegroup, and press ENTER.

• Press CTRL, and select the note, the rightarrow, and the square geometry, as shown.

• Click OK.3. Define group attributes.

• Click Group Attr > Exclusive.• Note exclusive attributes only enable you toplace one instance of the square subgroup ata time.

4. Edit the level of group to Circle.• Click Change Level > Up... > Circle > ThisLevel.

• Notice the change in the appearance of thesymbol, as shown.

5. Create subgroups of the Circle.• Click Create.• Type LEFT_ARROW as the name of thegroup, and press ENTER.

• Press CTRL, and select the note, the leftarrow, and the circle geometry, as shown.

• Click OK.• Click Create.• Type RIGHT_ARROW as the name of thegroup, and press ENTER.

• Press CTRL, and select the note, the rightarrow, and the circle geometry, as shown.

• Click OK.6. Define group attributes.

• Click Group Attr > Independent.• Note independent attributes enable you todisplay the circle with a left arrow, right arrow,or both arrows.

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7. Edit the level of group to the top level.• Click Change Level > Up... > This Level.• Notice the change in the appearance of thesymbol, as shown.

8. Define group attributes.• Click Group Attr > Exclusive.• Note exclusive attributes enable you to placeeither the square or circle, but not both.

9. Open the Symbol Attributes dialog box.• Click Done/Return > Done.• Notice that the Symbol Definition Attributesdialog box appears.

10. Configure the symbol attributes.• Select the Free check box.• In the Select Point dialog box, click Vertex .• Click in the Vertex collector to activate it.• Select the circle geometry in the symbol, asshown.

• Click OK in the Select Point dialog box.• For the symbol height, select the Variable -Text Related option.

• Select the text in the symbol.• Select the Var Text tab.• Type 1 in the Preset values for: no text box.

11. Complete the symbol configuration and save the symbol.• Click OK in the Symbol Definition Attributes dialog box.• Select Done from the Symbol Edit menu.• Click Symbol Dir.• Click Working Directory .• Click Open.• Select Write from the Sym Gallery menu.• Press ENTER to accept the default path for storing symbols.• Select Done from the Sym Gallery menu.

• Click Close from the Quick Access toolbar.

Task 3: Place symbol instances on a drawing.

1. Open a drawing.

• Click Open from the Quick Access toolbar.• Select SYMBOL_PLACEMENT.DRW.• Click Open.

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2. Retrieve and configure a custom symbol.• Select the Annotate tab in the Drawing ribbon.• Select Custom Symbol from the Symboltypes drop-down menu in the Annotationsgroup.

• Click Working Directory .• Select the GEN_SYM.SYM symbol.• Click Open.• Select the Grouping tab.• Expand the SQUARE option.• Ensure the LEFT_ARROW option is selected.• Click in the drawing to place the symbol.• Select the RIGHT_ARROW option.• Click in the drawing to place the symbol.

Notice that you can only select the LEFT_ARROW or RIGHT_ARROW option. You cannotselect both options because the attributes for the square group are exclusive. Similarly,you can only select the SQUARE option or the CIRCLE option, as the group attributesare exclusive at this level.

3. Place circle symbol instances.• Select the CIRCLE option.• Select the LEFT_ARROW check box.• Click in the drawing to place the symbol.• Select the RIGHT_ARROW check box.• Click in the drawing to place the symbol.• Clear the LEFT_ARROW check box.• Click in the drawing to place the symbol.• Click OK.• Click in the background to de-selecthighlighted items.

Notice that you can select both circle options together. This is because the attributes forthe circle group are independent.

4. 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Module 8Using Layers in Drawings

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Exercise 1: Managing Layers in Drawings

ObjectivesAfter successfully completing this exercise, you will be able to:• Add layers to a drawing.• Use different methods to place detail items on layers.• Change the display of layers in drawings.• Configure the layer display of individual views in a drawing.

ScenarioYou need to configure layers in the drawing in order to change the display of certain detail items.

Close Window Erase Not Displayed

Drawing\Layers_Managing GEARBOX_FRONT.DRW

Task 1: Add all created dimensions in the drawing to a new layer.

1. Disable all Datum Display types.2. Check the layer status in the drawing model.

• In the model tree, click Show .• Click Layer Tree.• Notice all model layers are hidden, as shown.

3. Search for created dimensions in the drawing.• Select Find from the Status bar.• Select GEARBOX_FRONT.PRT (VIEW ID 1)from the Look in drop-down list.

• Select Dimension from the Look fordrop-down list.

• Select the Type option from the Rule area.• Select Geometry Driven from the Valuedrop-down list.

• Click Find Now. Notice seven items werefound.

4. Place the search results on a layer.• Click Options, and select Save Query.• Type CREATED_DIM in the Enter layer namefor rules text box. Click OK.

• Notice the new layer in the layer tree.

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Task 2: Add all model dimensions on the drawing to a new layer.

1. Search for model dimensions in the drawing.• Ensure the Search Tool dialog box is still open.• If necessary, select Dimension from the Lookfor drop-down list.

• Select the Type option in the Rule area.• Select Controlling Geometry from the Valuedrop-down list.

• Click Find Now, and notice that 39 items werefound.

2. Place the search results on a layer.• Click Options, and select Save Query.• Type DIMENSIONS in the Enter layer namefor rules text box. Click OK.

• Notice the new layer in the layer tree, asshown.

• Click Close in the Search Tool dialog box.• In the ribbon, select the Review tab.• Click Update Sheets from the Updategroup.

Task 3: Copy the created dimensions into the DIMENSIONS layer.

1. Add the created dimensions to the DIMENSIONSlayer.• Collapse the drawing tree.• Expand the CREATED_DIM layer in the layertree.

• Expand the GEARBOX_FRONT.PRT node inthe layer tree.

• Select created dimension ad158, pressSHIFT, and select created dimension ad168,as shown.

• Right-click and select Copy Item.• Expand the DIMENSIONS layer.• Expand the GEARBOX_FRONT.PRT node inthe layer tree.

• Select the GEARBOX_FRONT.PRT node inthe layer tree.

• Right-click and select Paste Item.• Scroll down the layer tree. Notice thecreated dimensions have been added to theDIMENSIONS layer, as shown.

2. Hide the DIMENSIONS and CREATED_DIM layers.• Collapse the DIMENSIONS layer.• Collapse the CREATED_DIM layer.• Select layer DIMENSIONS, press CTRL, and select layer CREATED_DIM.• Right-click and select Hide.

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Task 4: Add all reference dimensions on the drawing to a new layer.

1. Add items to a layer by manual selection.• In the layer tree, click Layers .• Click New Layer.• Type REF_DIM in the Name text box.• Press CTRL and select the four referencedimensions on the drawing, as shown.

• Click OK.• Notice the new layer in the layer tree, asshown.

• Select layer REF_DIM.• Right-click and select Hide.

2. Reset the layer display status.• Select anywhere in the layer tree.• Right-click and select Reset Status.• Notice that all the three layers created in thedrawing are now unhidden.

• Notice also that all the dimensions nowappear.

Task 5: Change the layer display for a view to be independent of the drawing layers.

1. Change the layer display in a view.• Start the Active Object selection tool.• Notice that all views appear with dashedboxes around them.

• Select view SECTION C-C in the drawing.• Notice that the layer tree shows the displaystatus for this view, not the drawing.

• Select layer DIMENSIONS.• Right-click and select Hide.• Notice that only the created dimensions inview SECTION C-C are hidden.

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2. Change the layer status to be drawingdependent.• In the layer tree, click Layers .• Click Drawing Dependent > Yes.• Notice the layer tree now shows the displaystatus for the drawing.

• Notice also all the dimensions now appear.

3. Save the drawing and erase current 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase current objects from memory.

This completes the exercise.

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Module 9Creating and Using Tables in Drawings

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Exercise 1: Creating a Revision Table

ObjectivesAfter successfully completing this exercise, you will be able to:• Create a table in a drawing.• Add text to a table.• Configure table cell and text properties.• Store tables for future use.

ScenarioClose Window Erase Not Displayed

Drawing_Details\Tables_Creating PISTON.DRW

Task 1: Crate a table with three columns and three rows using the Table Grid.

1. Disable all Datum Display types.2. Create a table and specify column widths and

row heights.• In the ribbon, select the Table tab.• In the Table group, click Table , move thecursor to highlight a 3x3 Table grid, and clickto select it.

• Select a location for the top-left corner of thetable, as shown.

3. To specify the width of the first column andheight of the first row, select the top-left cell.• Right-click and select Height and Width.• Ensure Automatic height adjustment isselected.

• Type 15 for the Width in number of charactersand click OK.

The height can be manually adjusted by clearing the Automatic height adjustment checkbox.

4. To specify the width of the second column, selectthe top-middle cell.• Right-click and select Height and Width.• Ensure Automatic height adjustment isselected.

• Type 15 for the Width in number of charactersand click OK.

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5. To specify the width of the third column, selectthe top-right cell.• Right-click and select Height and Width.• Ensure Automatic height adjustment isselected.

• Type 20 for the Width in number of charactersand click OK.

Task 2: Add text to the table cells.

1. Add text to cells in the left column.• Select the upper-left cell in the table.• Right-click and select Properties.• Type REV. as the text for the cell.• Click OK.• Select the middle-left cell in the table.• Right-click and select Properties.• Type 1 as the text for the cell.• Click OK.• Select the lower-left cell in the table.• Right-click and select Properties.• Type 2 as the text for the cell.• Click OK.

2. Add text to cells in the center column.• Select the upper-center cell in the table.• Right-click and select Properties.• Type DATE as the text for the cell.• Click OK.• Select the middle-center cell in the table.• Right-click and select Properties.• Type 06-June-2011 as the text for the cell.• Click OK.• Select the lower-center cell in the table.• Right-click and select Properties.• Type 14-June-2011 as the text for the cell.• Click OK.

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3. Add text to cells in the right column.• Select the upper-right cell in the table.• Right-click and select Properties.• Type DESCRIPTION as the text for the cell.• Click OK.• Select the middle-right cell in the table.• Right-click and select Properties.• Type PIN DIA CHANGED as the text for thecell.

• Click OK.• Select the lower-right cell in the table.• Right-click and select Properties.• Type TOLERANCE ADDED as the text forthe cell.

• Click OK.

Task 3: Edit the width and height of the table cells.

1. To configure the left column width, select thetop-left cell of the table.• Right-click and select Height and Width.• Type 5 in the Width in number of characterstext box. Click OK.

• Notice that the left column width has updated.

2. To configure the center column width, select thetop-center cell of the table.• Right-click and select Height and Width.• Type 12 in the Width in number of characterstext box. Click OK.

• Notice that the center column width hasupdated.

3. To configure the middle row height, select theleft-middle cell of the table.• Right-click and select Height and Width.• Clear the Automatic height adjustmentcheck box and type 2 in the Height in numberof characters text box. Click OK.

• Notice that the middle row height has updated.

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Task 4: Configure text within table cells.

1. To configure text wrapping within a cell, selectthe right-middle cell of the table.• Right-click and select Properties.• Add FROM 8.2 TO 8.0 to the text line, asshown.

• Click OK.• Notice that the text extends outside the cell.• With the cell still selected, right-click andselect Wrap Text.

• Notice that the text now wraps within the cell.

2. To edit the text style of the top row, selectthe upper-left cell, press CTRL, select theupper-center cell and the upper-right cell.• Right-click and select Text Style.• Clear the Default check box and select filledfrom the Font drop-down list.

• Select Center from the Horizontal drop-downlist.

• Click OK.

Task 5: Edit the number of rows in the table.

1. To add a row to the bottom of the table, clickAdd Row from the Rows & Columns group.• Click the lower horizontal line on the table.• Notice that an extra row is added.• Middle-click to exit adding row.

Task 6: Move the table to a new location.

1. To reposition the table in the drawing, select anycell in the table.• Move the cursor to the top left corner of thetable, as shown.

• Click the table and drag it to a new location.• Release the mouse button to place the tablein the new location.

• Click in the background to de-select the table.

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Task 7: Save the table for future use.

1. To store the table, select any cell in the table.

• Select Save As Table from the Save Table types drop-down menu in the Table group.• Type rev_info for the name.• Click Save.

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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Module 10Using Report Information in Drawings

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Exercise 1: Adding a Bill of Materials Table

ObjectivesAfter successfully completing this exercise, you will be able to:• Set up repeat regions in a table.• Create a bill of materials (BOM) table.• Edit the display of information in a bill of materials table.• Add BOM balloons to a drawing view.

ScenarioYou need to add a bill of materials table to the ENGINE_ASSEMBLY.DRW. You need to configurethe table to list all components in the assembly, show the cost of each component, and the total cost.

Close Window Erase Not Displayed

Drawing_Details\BOM_Engine ENGINE_ASSEMBLY.DRW

Task 1: Create a bill of material table in the drawing.

1. Disable all Datum Display types.2. Create a repeat region in the table.

• Zoom in to the BOM table located in thelower-right corner of the drawing.

• Select the Table tab in the ribbon.• Click Switch Symbols from the Datagroup.

• Click Repeat Region from the Data group.• From the menu manager, click Add > Simple.• Select the middle-left cell in the table, asshown.

• Select the middle-right cell in the table tocreate the repeat region, as shown.

• Click Done.

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 second row, asshown.

• Right-click and select Report Parameter.• Click rpt > index.• Notice that text is added to the cell.

2. Add the component name parameter to a tablecell.• Select the second cell in the second row, asshown.

• Right-click and select Report Parameter.• Click asm > mbr > name.

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3. Add the component type parameter to a tablecell.• Select the third cell in the second row, asshown.

• Right-click and select Report Parameter.• Click asm > mbr > type.

4. Add the report quantity parameter to a table cell.• Select the fourth cell in the second row, asshown.

• Right-click and select Report Parameter.• Click rpt > qty.

5. Add a user-defined component parameter to atable cell.• Select the fifth cell in the second row, asshown.

• Right-click and select Report Parameter.• Click asm > mbr > User Defined.• Type cost and press ENTER.

6. Add a relation parameter to a table cell.• Select the sixth cell in the second row, asshown.

• Right-click and select Report Parameter.• Click rpt > rel > User Defined.• Type total_cost and press ENTER.

7. Update the repeat region.• Click Update Tables from the Data group.

• Click Switch Symbols from the Datagroup.

• Notice that the table updates. However,it includes duplicate components and thequantity column is empty.

Task 3: Edit the table attributes to remove duplicate components, and search all subassembliesfor information.

1. Edit the table attributes.• Click Repeat Region from the Data group.• Click Attributes.• Select the repeat region in the table.• Click No Duplicates > Recursive >Done/Return > Done.

• Notice that the table lists duplicate componentsonly once, and the quantity column is nowpopulated. Notice also that all componentsand subassemblies are now listed in the table.

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Task 4: Add a relation to calculate the cost per component in the table.

1. Add a relation to the repeat region.• Click Repeat Region from the Data group.• From the menu manager, click Relations.• Select anywhere within the repeat region.• In the Relations dialog box, expand the LocalParameters.

• Right-click TOTAL_COST and select Insertto Relations.

• Click the = sign.• Right-click ASM_MBR_COST and selectInsert to Relations.

• Click the x sign.• Right-click RPT_QTY and select Insert toRelations.

• Click OK.• Click Update Tables.• Notice that the total cost is now calculated foreach component and displayed in the costcolumn.

2. Reorder the parts and assemblies by editing thetable attributes.• Click Attributes.• Select the repeat region in the table.• Click No Dup/Level > Done/Return > Done.• Notice that each subassembly is now groupedwith its own components.

Task 5: Filter assembly items from the table listing.

1. Filter items using a rule.• Click Repeat Region from the Data group.• From the menu manager, click Filters.• Select anywhere within the repeat region.• Click By Rule > Add.• Type &asm.mbr.type != assembly and pressENTER twice.

• Click Done > Done/Return.• Notice that assembly components have beenfiltered from the table.

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Task 6: Create summation calculations to sum columns of data in the table.

1. Create a summation of the total parts in theassembly.• Click Summation.• Select the repeat region in the table.• Click Add > By Name > RPT_QTY.• Type assy_qty as the parameter name, andpress ENTER.

• Select the cell shown to locate the parameter.

2. Create a summation of the total cost of the partsin the assembly.• Click TOTAL_COST.• Type assy_cost as the parameter name, andpress ENTER.

• Select the cell shown to locate the parameter.

3. Update the repeat region.• Click Done/Return > Update Tables > Done.• Notice that the table updates to display thetotal number of parts in the assembly and thetotal cost.

Task 7: Add BOM Balloons in a drawing view.

1. Show the BOM balloons in a drawing view.• From the Balloons group, click CreateBalloons and select Create Balloons -All.

• Notice that BOM balloons are displayed.

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2. Show Quantity BOM balloons in a drawing view.• Press ALT and click anywhere in the table.• Click Select Table from the Table group.• Right-click the table and select Properties.• Select the BOM Balloons tab.• Select Quantity Split Circle from the Typedrop-down menu.

• Click OK.• Notice that BOM balloons are now displayedwith quantities.

3. Edit a BOM balloon symbol type.• Click the Balloons group drop-down menu andselect Alt Balloon Symbol .

• Select the symbol attached to BEARING.PRT,as shown.

• Click OK > Retrieve.• Click Working Directory .• Select DELTA_BOM.SYM, and click Open.• Select the new symbol and drag it to a newlocation, as shown.

• Click in the background to de-select items.

4. 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Module 11Creating Drawing Formats

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Exercise 1: Creating an A2 Format

ObjectivesAfter successfully completing this exercise, you will be able to:• Import 2-D geometry in to formats.• Manipulate 2-D geometry in formats.• Use tables and parameters in formats.

ScenarioYou need to configure an A2 size format using data from a previously created C size format. To dothis, you import IGES data, use stored tables, and import a logo as a DXF file.

Close Window Erase Not Displayed

Drawing\Formats_Creating A2.FRM

Task 1: Import IGES data, and manipulate the data in the format.

1. Disable all Datum Display types.2. Import IGES data for the border.

• In the ribbon, select the Layout tab.• Click Import Drawing/Data from the Insert group.• If necessary, select All Files (*)from the Type drop-down list.• Select A2_LAYOUT.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 includestext and lines.

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3. Group the imported draft geometry.• In the ribbon, select the Annotate tab.• Click Draft Group from the Group group.• Click Create from the menu manager.• Drag a window to select all the imported geometry, as shown.• Click OK.• Type a2_group and press ENTER.• Click Done/Return.

4. Move the grouped draft geometry.• Select the Sketch tab in the ribbon.• Drag a window to select all the importedgeometry again.

• Click the Edit group drop-down menu andselect Move Special .

• Select the vertex at the lower end of rightvertical edge, as shown.

• Notice that the whole draft group is selected.• Type 570 in the X text box.• Type 3 in the Y text box.• Click OK.• Notice that the draft group has moved.• Click in the background to de-select allhighlighted items.

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5. Edit text in a note.• Select the Annotate tab in the ribbon.• Select the C note, as shown.• Right-click and select Properties.• Replace the C with A2 in the text tab. ClickOK.

Task 2: Add saved tables to configure the parametric information in the format.

1. Place a saved table onto the format.• Select the Table tab in the Drawing ribbon.• Click Table From File from the Tablegroup.

• Select MAIN_TABLE.TBL. Click Open.• In the Select Point dialog box, click Vertex .• Click in the Vertex collector to activate it.• Select the lower-right vertex of the drawingborder, as shown

• Click OK to place the table.• Notice that the table is placed on the format.• All the required system and user-definedparameters have been added to the table.

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2. Place a second saved table onto the format.• Click Table From File from the Tablegroup.

• Select ISSUED_TABLE.TBL. Click Open.• In the Select Point dialog box, click Vertex .• Click in the Vertex collector to activate it.• Select the top-left vertex of the table border,as shown

• Click OK to place the table.• Notice that the table is placed on the format.

Task 3: Import DXF data into the drawing and manipulate the DXF data.

1. Import a company logo as a DXF file.• Select the Layout tab in the ribbon.• Click Import Drawing/Data from the Insertgroup.

• If necessary, select All Files (*)from the Typedrop-down list.

• Select LOGO.DXF. Click Open.• Click OK to accept the default options in theImport 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 above thedrawing table, as shown.

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2. Group the imported draft logo geometry.• In the ribbon, select the Annotate tab.• Click Draft Group from the Group group.• Click Create from the menu manager.• Drag a window to select all the imported logogeometry, as shown.

• Click OK.• Type logo and press ENTER.• Click Done/Return.

3. Translate the grouped draft geometry.• Select the Sketch tab in the ribbon.• Click Translate from the Edit group.• Drag a window to select all the logo geometryagain.

• Middle-click to stop selecting geometry.• Click in the center of the logo geometry tospecify the From position.

• Select a new location in the drawing table forthe To position.

• Notice that the logo geometry has beentranslated.

4. Save the format 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.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase all objects from memory.

This completes the exercise.

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Module 13Managing Large Drawings

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Exercise 1: Managing Drawings for the Drill Assembly

ObjectivesAfter successfully completing this exercise, you will be able to:• Merge two drawings into one drawing.• Use model simplified representation in drawings.• Create a drawing representation to reduce data in session.

ScenarioYou need to finalize a drill assembly drawing by using the best methods available to manage largedrawings. To do this, you merge two drawings together. You use simplified representations in adrawing to remove unwanted data from a drawing session. You also create a drawing representationto retrieve only required data when opening the drawing.

Close Window Erase Not Displayed

Drawing\Large_Drawings DRILL_REGEN.DRW

Task 1: Merge two drawings into one.

1. Disable all Datum Display types.2. Open the FUEL_TANK.DRW.

• Click Open from the Quick Access toolbar.• Double-click FUEL_TANK.DRW.• This is the source drawing which will be merged with DRILL_REGEN.DRW.

3. Activate DRILL_REGEN.DRW.• ClickWindows from the Quick Access toolbar and select DRILL_REGEN.DRW. This isthe target drawing.

4. Merge the fuel tank drawing with the drill assembly drawing.• In the ribbon, select the Layout tab.• Click the Insert group drop-down menu and select Import Drawing/Data .• Click Working Directory .• If necessary, select All Files (*) from the Type drop-down list.• Select FUEL_TANK.DRW and click Open.• Notice that sheet two is added to the drawing.

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5. Navigate to different sheets on the drawing.• Select the Sheet 2 sheet tab to navigate to sheet two.• Notice that the fuel tank drawing has been merged into sheet two.

The drawing setup options of the target drawing are applied to the source drawing. You canonly merge the drawings if the drawing units are similar in both drawings.

Task 2: Erase unwanted views in the drawing.

1. Change sheet.• Select the Sheet 1 sheet tab to navigate to sheet one.

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2. Temporarily erase unwanted views.

• Click Erase View from the Display group.• Select the detail view. Click Yes when prompted.• Select the 3-D view and the top view.• Middle-click to stop erasing views.• Notice that the border outlines of the erased views are still displayed on the drawing.• Middle-click in the background to accept selections.

Erased views are saved in the drawing in the erased mode. This reduces the drawingretrieval and regeneration time. You can resume erased views at any time by clickingResume View and selecting views to show.

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Task 3: Configure views to display a simplified representation.

1. Configure the model tree to display simplified representation information.• Minimize the Drawing Tree.

• Click Settings from the model tree.• Click Tree Columns.• Select Simplified Reps from the Type drop-down list.• If necessary, select Current Rep and click Add Column . Click OK.

2. Select a simplified representation in a view state.• Select the lower-left view in the drawing. Right-click and select Properties.• Select View States from the Categories list.• Select FUEL_TANK from the Simplified representation drop-down list.• Click Yes to affect changes in the child view as well.• Click OK.• Notice that the front and side views have updated. However, the erased views are notaffected.

3. Notice that the current representationinstructions column has updated in the modeltree.

Task 4: Create a drawing representation to display selected views in the drawing.

1. Create a drawing representation.• In the ribbon, select the Tools tab.• Click the Utilities group drop-down menu andselect Drawing Representation.

• Click Create.• Type fuel_tank as the name.• Notice the instructions already specified in thedialog box.

• Select the third instruction, as shown.• Click Delete.• Notice that the front and side views on sheetone have also been erased.

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2. Configure instructions for sheet two in thedrawing.• Navigate to sheet 2, using Navigate Sheets

in the Drawing Rep Tool dialog box.• Notice the instructions already specified in thedialog box.

• Select the second instruction, as shown.• Click Delete.• Notice that all views are now erased.• Select the Individual check box.• Press CTRL and select the main_view andtop_1 views, as shown.

• Click OK in the Select dialog box.• Click Add to add a view command.• Notice that the two views are now displayed.

3. Finalize the drawing display instructions forsheet two in the drawing.• Select the Delay View Command(s) UntilExecute check box.

• Select the Drawing Display tab.• Select the Go to Sheet check box.• Edit the value to 2 from the drop-down list.• Select the Go to Center of View check box.• Select the main_view, as shown.• Click Execute > OK to complete the instructionconfiguration.

• Notice that you zoom in to the main view.• Click Done-Return.

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4. Disable save display before copying the drawing.• Click File > Options.• In the Creo Parametric Options dialog box, select the Environment category.• If necessary, clear the Save display with model check box. Click OK. Click No in theCreo Parametric Options dialog box.

5. Copy the drawing with the configured drawing representation.• Click File > Save As > Save a Copy.• Type DRILL_FUEL_TANK_ONLY.DRW in the New Name text box. Click OK.

6. Close all windows and erase all objects from memory.

• Click Close from the Quick Access toolbar.

• In the ribbon, click Erase Not Displayed from the Data group.• Click OK to erase current objects from memory.

Task 5: Open a drawing representation.

1. Open the FUEL_TANK drawing representation.

• Click Open from the Quick Access toolbar.• Select DRILL_FUEL_TANK_ONLY.DRW.• Click Open Representation... and selectFUEL_TANK as the drawing representation.

• Click OK.• Notice that the drawing is regenerated. Youare then brought to sheet two, and zoomed into the main view, as shown.

2. Close all windows and erase all objects frommemory.

• Click Close from the Quick Access toolbar.

• Click Erase Not Displayed from the Datagroup.

• Click OK to erase current objects frommemory.

This completes the exercise.

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PRINTING HISTORYDocument No. Date DescriptionT3905-390-02 05/22/2012 Initial Printing of:

Detailing using Creo Parametric 2.0Order Number DT-T3905-390-02Printed in the U.S.A