T3905-390-02_SG-Ins_Lec_EN

Detailing using Creo Parametric 2.0

T3905-390-02

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Copyright 2012 Parametric Technology Corporation. All Rights Reserved.Copyright for PTC software products is with Parametric Technology Corporation, itssubsidiary companies (collectively PTC), and their respective licensors. This softwareis provided under written license agreement, contains valuable trade secrets andproprietary information, and is protected by the copyright laws of the United States andother countries. It may not be copied or distributed in any form or medium, disclosed tothird parties, or used in any manner not provided for in the software licenses agreementexcept with written prior approval from PTC.UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT INCIVIL DAMAGES AND CRIMINAL PROSECUTION.User and training guides and related documentation from PTC is subject to the copyrightlaws of the United States and other countries and is provided under a license agreementthat restricts copying, disclosure, and use of such documentation. PTC hereby grants tothe licensed software user the right to make copies in printed form of this documentationif provided on software media, but only for internal/personal use and in accordancewith the license agreement under which the applicable software is licensed. Any copymade shall include the PTC copyright notice and any other proprietary notice providedby PTC. Training materials may not be copied without the express written consent ofPTC. This documentation may not be disclosed, transferred, modified, or reduced toany 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 makecopies for such purposes.Information described herein is furnished for general information only, is subject tochange without notice, and should not be construed as a warranty or commitment byPTC. PTC assumes no responsibility or liability for any errors or inaccuracies that mayappear in this document.For Important Copyright, Trademark, Patent and Licensing Information seebackside of this guide.

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About PTC University

Welcome to PTC University!With an unmatched depth and breadth of product development knowledge,PTC University helps you realize the most value from PTC products. OnlyPTC University offers:

An innovative learning methodology PTCs Precision LearningMethodology is a proven proprietary approach used by PTC to develop anddeliver learning solutions.

Flexible Delivery Options PTC University ensures you receive the samequality training programs regardless of the learning style. Our extensiveexperience, innovative learning techniques, and targeted learning modulesfacilitate the rapid retention of concepts, and higher user productivity.

Premier Content and Expertise A thorough instructor certification processand direct access to the PTC product development and PTC consultingorganizations means that only PTC courses can give you highly-qualifiedinstructors, the most up-to-date product information and best practicesderived from thousands of deployments.

Global Focus PTC University delivers training where and when youneed it by providing over 100 training centers located across 35 countriesoffering content in nine languages.

Delivering Value A role-based learning design ensures the right peoplehave the right tools to do their jobs productively while supporting theorganizations overall performance goals.

The course you are about to take will expose you to a number of learningofferings that PTC University has available. These include:

Instructor-led Training (ILT) The ideal blend of classroom lectures,personal demonstrations, hands-on workshops, assessments, andpost-classroom tools.

Pro/FICIENCY This Web-based, skills assessment anddevelopment-planning tool will help improve your skills and productivity.

eLearning Libraries 24/7 access to Web-based training that willcompliment your instructor-led course.

Precision LMS A powerful learning management system that will manageyour eLearning Library and Pro/FICIENCY assessments.

PTC University additionally offers Precision Learning Programs. These arecorporate learning programs designed to your organizations specific goals,current skills, desired competencies, and training preferences.

Whatever your learning needs are, PTC University can help you get the mostout of your PTC products.

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PTC Telephone and Fax Numbers

North America Education Services Registration Tel: (888) 782-3773 Fax: (781) 370-5307

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In addition, you can access the PTC Web site at www.ptc.com. Our Website contains the latest training schedules, registration information, directionsto training facilities, and course descriptions. You can also reach technicalsupport, and register for online service options such as knowledge basesearches, reference libraries, and documentation. You can also find generalinformation about PTC, PTC Products, Consulting Services, CustomerSupport, and PTC Partners.

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Precision Learning

Precision Learning in the ClassroomPTC University uses the Precision Learning methodology to developeffective, comprehensive class material that will improve the productivityof both individuals and organizations. PTC then teaches using the proveninstructional design principal of Tell Me, Show Me, Let Me Do:

Topics are introduced through a short presentation, highlighting the keyconcepts.

These key concepts are then reinforced by seeing them applied in thesoftware application.

You then apply the concepts through structured exercises.After the course, a Pro/FICIENCY assessment is provided to enable you toassess your understanding of the materials. The assessment results will alsoidentify the class topics that require further review.

At the end of the class, you will either take a Pro/FICIENCY assessment viayour PTC University eLearning account, or your instructor will provide trainingon how to do this after the class.

Precision Learning After the ClassEach student that enrolls in a PTC class has a PTC University eLearningaccount. This account will be automatically created if you do not alreadyhave one.

As part of the class, you receive additional content in your account:

A Pro/FICIENCY assessment from the course content that generates aRecommended Learning Report based on your results.

A Web-based training version of the course, based on the sameinstructional approach of lecture, demonstration, and exercise. TheRecommended Learning Report will link directly to sections of this trainingthat you may want to review.

Please note that Web-based training may not be available in all languages.The Web-based training is available in your account for one year after thelive class.Fo

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Precision Learning Recommendations

PTC uses a role-based training approach. The roles and the associatedtraining are graphically displayed in a curriculum map. Curriculum maps areavailable for numerous PTC products and versions in the training section ofour Web site at http://www.ptc.com/services/edserv/learning/paths/index.htm.

Please note that a localized map may not be available in every language andthat the map above is partial and for illustration purposes only.

Before the end of the class, your instructor will review the mapcorresponding to the course you are taking. This review, along with instructorrecommendations, should give you some ideas for additional training thatcorresponds to your role and job functions.

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Training Agenda

Day 1Module 01 Introduction to DrawingsModule 02 Creating New DrawingsModule 03 Creating Drawing Views

Day 2Module 04 Adding Model Details to DrawingsModule 05 Adding Notes to DrawingsModule 06 Adding Tolerance InformationModule 07 Adding Draft Geometry and Symbols

Day 3Module 08 Using Layers in DrawingsModule 09 Creating and Using Tables in DrawingsModule 10 Using Report Information in DrawingsModule 11 Creating Drawing FormatsModule 12 Configuring the Drawing EnvironmentModule 13 Managing Large Drawings

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Table of Contents

Detailing using Creo Parametric 2.0Introduction to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Understanding Drawing Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Drawing Development Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Understanding the Drawing Ribbon User Interface . . . . . . . . . . . . . 1-25Exploring Drawing Ribbon Commands . . . . . . . . . . . . . . . . . . . . . . 1-27

Creating New Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Creating Drawings Using Formats and Sheets . . . . . . . . . . . . . . . . . 2-2Creating Drawing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Creating Drawings Using Drawing Templates . . . . . . . . . . . . . . . . . 2-11

Creating Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Configuring Drawing Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Configuring Drawing Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Adding General Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9Adding Projection Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Editing Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17Editing Visible View Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21Adding Detailed Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26Adding Auxiliary Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29Understanding Cross-Section Concepts and View Types . . . . . . . . 3-32Adding 2-D Cross-Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-34Modifying Cross Hatching Display . . . . . . . . . . . . . . . . . . . . . . . . . . 3-39Adding Assembly Exploded Views. . . . . . . . . . . . . . . . . . . . . . . . . . 3-44

Adding Model Details to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Understanding Annotations in Drawings . . . . . . . . . . . . . . . . . . . . . . 4-2Showing, Erasing, and Deleting Annotations . . . . . . . . . . . . . . . . . . . 4-4Inserting Driven Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Inserting Ordinate Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14Adjusting Dimensions and Detail Items . . . . . . . . . . . . . . . . . . . . . . 4-20Changing Dimension Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24

Adding Notes to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Adding and Editing Notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Using Parametric Information and Special Characters in Notes . . . . 5-7

Adding Tolerance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Understanding Dimensional Tolerances. . . . . . . . . . . . . . . . . . . . . . . 6-2Configuring Dimensional Tolerances . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Understanding Geometric Tolerances . . . . . . . . . . . . . . . . . . . . . . . . 6-9Setting Up Geometric Tolerance References. . . . . . . . . . . . . . . . . . 6-11

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Applying Geometric Tolerances . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14

Adding Draft Geometry and Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Creating and Editing Draft Geometry . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Understanding Drawing Symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8Using Surface Finish Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10Using the Symbol Palette and Custom Symbols . . . . . . . . . . . . . . . 7-14Creating Symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18

Using Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1Understanding Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Using Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Creating and Using Tables in Drawings . . . . . . . . . . . . . . . . . . . . . . . . 9-1Inserting Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2Editing Table Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6Creating Tables from File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11Creating Hole Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-15

Using Report Information in Drawings . . . . . . . . . . . . . . . . . . . . . . . . 10-1Creating Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2Editing Report Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7Creating BOM Balloons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12Creating Part Catalog Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . 10-17

Creating Drawing Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1Creating Drawing Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Configuring the Drawing Environment . . . . . . . . . . . . . . . . . . . . . . . . 12-1Configuring the Drawing Environment . . . . . . . . . . . . . . . . . . . . . . . 12-2

Managing Large Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1Understanding Drawing Regeneration . . . . . . . . . . . . . . . . . . . . . . . 13-2Managing Large Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4Fo

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Student Preface Using the HeaderIn this topic, you learn about the course handbook layout andthe header used to begin each lab in Creo Parametric.

Course Handbook Layout:

Modules Topics

Concept Theory Procedure Exercise (if applicable)

Procedure / Exercise Header:

Course Handbook LayoutThe information in this course handbook is organized to help students locateinformation after the course is complete. Each course is organized intomodules, each covering a general subject. Each module contains topics,with each topic focused on a specific portion of the module subject. Eachindividual topic in the module is divided into the following sections: Concept This section contains the initial introduction to the topic andis presented during the class lecture as an overhead slide, typically withfigures and bullets.

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Theory This section provides detailed information about contentintroduced in the Concept, and is discussed in the class lecture but notshown on the overhead slide. The Theory section contains additionalparagraphs of text, bullets, tables, and/or figures.

Procedure This section provides step-by-step instructions about how tocomplete the topic within Creo Parametric. Procedures are short, focused,and cover a specific topic. Procedures are found in the Student Handbookonly. Not every topic has a Procedure, as there are knowledge topics thatcontain only Concept and Theory.

Exercise Exercises are similar to procedures, except that they aretypically longer, more involved, and use more complicated models.Exercises also may cover multiple topics, so not every topic will have anassociated exercise. Exercises are found in the separate Exercise Guideand/or the online exercise HTML files.

The first module for certain courses is known as a processmodule. Process modules introduce you to the generic high-levelprocesses that will be taught over the span of the entire course.

Procedure / Exercise HeaderTo make the exercises and procedures (referred to collectively as labs) asconcise as possible, each begins with a header. The header lists the nameof the lab, the working directory, and the file you are to open.

The following items are indicated in the figure above, where applicable:

1. Procedure/Exercise Name This is the name of the lab.2. Scenario This briefly describes what will be done in the lab. The

Scenario is only found in Exercises.3. Close Windows/Erase Not Displayed A reminder that you should

close any open files and erase them from memory:

Click Close until the icon is no longer displayed.

Click Erase Not Displayed and then click OK.4. Folder Name This is the working directory for the lab. Lab files are

stored in topic folders within specific functional area folders. The path tothe lab files is: PTCU\CreoParametric2\functional_area_folder\topic_folderIn the example, Round is the functional area folder and Variableis the topic folder, so you would set the Working Directory toPTCU\CreoParametric2\Round\Variable. To set the working directory, right-click the folder in the folder tree orbrowser, and select Set Working Directory.

5. Model to Open This is the file to be opened from the workingdirectory. In the above example, VARIABLE_RAD.PRT is the model toopen. The model could be a part, drawing, assembly, and so on. Ifyou are expected to begin the lab without an open model, and insteadcreate a new model, you will see Create New. To open the indicated model, right-click the file in the browser andselect Open.

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6. Task Name Labs are broken into distinct tasks. There may be oneor more tasks within a lab.

7. Lab Steps These are the individual steps required to completea task.

Two other items to note for labs:

Saving Saving your work after completing a lab is optional, unlessotherwise stated.

Exercises Exercises follow the same header format as Procedures.

Setting Up Creo Parametric for Use with Training LabsBefore you begin a lab from any training course, it is important that youconfigure Creo Parametric to ensure the system is set up to run the labexercises properly. Therefore, if you are running the training labs on acomputer outside of a training center, follow these three basic steps:

Extract the class files zip file to a root level drive such as C: or D:. The extracted zip will create the default folder path automatically, such

as C:\PTCU\CreoParametric2\. Locate your existing Creo Parametric shortcut. Copy and paste the shortcut to your desktop. Right-click the newly pasted shortcut and select Properties. Select the Shortcut tab and set the Start In location to be the same as

the default folder. For example, C:\PTCU\CreoParametric2\. Start Creo Parametric using the newly configured shortcut. The default working directory will be set to the CreoParametric2 folder.

You can then navigate easily to the functional area and topic folders.

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PROCEDURE - Student Preface Using the HeaderIn this exercise, you learn how to use the header to set up the CreoParametric working environment for each lab in the course.

Close Window Erase Not Displayed

SampleFunctionalArea\Topic1_Folder EXTRUDE_1.PRT

Step 1: Configure Creo Parametric to ensure the system is set up to runthe lab exercises properly.

Perform this task only if you are running the labs on a computeroutside of a training center, otherwise proceed to Task 2.

1. Extract the zipped class files to a root level drive such as C: or D:. The extracted ZIP will create the default folder path automatically,such as C:\PTCU\CreoParametric2.

2. Locate your existing Creo Parametric shortcut. Copy and paste the shortcut to your desktop. Right-click the newly pasted shortcut and select Properties. Select the Shortcut tab and set the Start In location to bePTCU\CreoParametric2.

3. Start Creo Parametric using the newly configured shortcut. The default working directory is set to the CreoParametric2 folder.You can then navigate easily to the functional area and topic folders.

Step 2: Close all open windows and erase all objects from memory toavoid any possible conflicts.

1. If you currently have files open, click Close from the Quick Accesstoolbar, until the icon no longer displays.

2. Click Erase Not Displayed from the Data group in the ribbon. Click OK if the Erase Not Displayed dialog box appears.Fo

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Step 3: Browse to and expand the functional area folder for this procedureand set the folder indicated in the header as the Creo Parametricworking directory.

1. Notice the SampleFunc-tionalArea\Topic1_Folder asindicated in the header above.

2. If necessary, select the Folder

Browser tab from thenavigator.

3. Click Working Directoryto view the current workingdirectory folder in the browser. Double-clickSampleFunctionalArea.

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4. Right-click the Topic1_Folder folder and select Set WorkingDirectory.

5. ClickWorking Directory from the Common Folders section to displaythe contents of the new working directory in the browser.

Alternatively you can use the cascading folder path in thebrowser to navigate to the topic folder, and then right-click andselect Set Working Directory from the browser.

Step 4: Open the file for this procedure.

1. Notice the lab model EXTRUDE_1.PRT is specified in the headerabove. Double-click extrude_1.prt in the browser to open it.

2. You are now ready to begin the first task in the lab: Read the first task. Perform the first step, which in most cases will be to set the initialdatum display for the procedure or exercise.

Perform the remaining steps in the procedure or exercise.

Step 5: Set the initial datum display options.

1. The instruction for setting the datum display indicates which DatumDisplay types to enable and disable. For example, Enable only thefollowing Datum Display types: .

2. To set the datum display, first click the Datum Display drop-downmenu from the In Graphics toolbar.

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3. Next, enable and disable thecheck boxes as necessary. Forexample you could disable theSelect All check box, and thenenable only the desired datumtypes.

4. The model should now appearas shown.

This completes the procedure.

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Module1Introduction to Drawings

Module OverviewDrawings enable you to document the design of Creo Parametric partsand assemblies. You can do this by placing views of models onto drawingsheets, and then adding detail items to drawings such as dimensions, notes,and tables.

Before using Creo Parametric to create drawings, it is important to understandthe drawing development process. It is also important to understand theelements of completed drawings.

In this module, you learn how to create simple drawings in Creo Parametricusing drawing formats and drawing templates. You are also introduced to thedifferent elements of drawings, including drawing views, dimensions, andtables. You also learn how to use the drawing ribbon user interface whichenables you to complete detailing tasks quickly and easily.

ObjectivesAfter completing this module, you will be able to: Describe the Creo Parametric drawing development process. Describe the elements of completed drawings. Create drawings by manually adding drawing views and detail items. Create drawings using drawing templates. Describe the drawing ribbon user interface. Use the drawing ribbon user interface to complete detailing tasks.

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Understanding Drawing ConceptsYou use drawings for documenting the design of partsand assembly models. They typically contain two andthree-dimensional design model views, as well as dimensions,notes, and bill of material (BOM) information.

Drawing Concepts:

Document model designs. Place model views. Add detail items. For example: Dimensions/

Notes/Tables. Associativity between drawingviews and models. Changes automatically

reflected.

You can place many different itemsin drawings, including:

Drawing Formats Drawing Views Dimensions Tolerance Information Notes and Tables Draft Entities and Symbols

Figure 1 Example Drawing

Drawing Concepts Drawings enable you to document the design of Creo Parametric modelssuch as parts and assemblies.

You can do this by placing views of models onto drawing sheets, and thenadding detail items to drawings such as dimensions, notes, and tables.

Model drawing views are associated to the model they reference.They reflect modifications that you make to the model, such as editingdimensions or adding and removing features. Similarly, you can edit modeldimensions on drawings and these edits are reflected in the referencedmodel.

Drawing ItemsYou can place many different items in drawings, including:

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Drawing formats Formats are typically a collection of lines andreferencing items such as letters and numbers that form the boundary of adrawing. They can also have tables populated with the drawing number orname, the date, the drawing scale, and company details.

Drawing views You can specify many items when configuring drawingviews. For example, you can specify the model orientation, and whetherthe view is sectioned. You can also control the display of hidden lines andtangent edges, and whether the view is scaled.

Dimensions You can show model dimensions on drawings. You canalso create driven dimensions that reflect model sizes. Dimensions can bedisplayed in various formats, such as ISO and ANSI.

Tolerance information You can display different types of toleranceinformation, including dimensional tolerances, geometric tolerances, andsurface finish tolerances.

Notes and tables You can create text notes on drawings. You can attachnotes with leaders to model edges or located free on drawings. You canalso include parametric information such as model dimensions withinnotes. You can also create tables made up of rows and columns in whichyou can type text. The text can include parametric information enablingyou to create, for example, bill of materials (BOM) tables.

Draft entities and symbols You can add drafted entities to drawingsby sketching items such as lines, circles, and arcs. You can also createdrafted entities by importing 2-D geometry such as IGES or DXF files.Symbols are collections of draft geometry and text. You can create simplesymbols to label items or you can create more complex symbols torepresent items such as assemblies or electrical components.


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Drawing Development ProcessThe drawing development process can be divided into threebroad phases.

Drawing Standards Configuration Drawing Initiation Drawing Creation

Figure 1 Drawing Development Process

Drawing Standards ConfigurationTo ensure that drawing standards are maintained when creating drawings, anumber of drawing standards are typically configured. You can then utilizethese items when you create new drawings. You can include the followingitems: Drawing formats You can place useful drawing sheet information intables and notes included in drawing formats. You can then use thisinformation when you place a format on a drawing. You can transferinformation automatically from the drawing model or manually, after aprompt. For example, you can include the model name, creation date,component number, and illustrator.

Drawing templates enable you to automatically create pre-configuredviews on a drawing and specify view display. You can also pre-configurevarious other items such as notes, symbols, snap lines, shown dimensions,and tables.

Drawing setup file (filename.dtl) This file contains options that controlthe drawing environment. For example, the height of dimension text, textorientation, dimension style, arrow size, and many other drawing options.Default values are provided for all options, but you can customize drawingsetup files to meet your company requirements.

Configuration file (config.pro) This file can contain drawing-specificoptions such as the default folder for drawing formats and drawing templatefiles, and the default setting for regenerating views.


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Drawing InitiationThere are two basic methods for initiating drawings, one method involvesmanually placing views and adding detail items. The other method involvesusing a drawing template to automatically place views and detail items inpredetermined locations.

Create a drawing Manual Layout. This method involves selecting adrawing format or sheet size, and then specifying the drawing model. Youmanually add drawing views and detail items to the drawing as required.

Create a drawing Predetermined Layout. This method involves usinga drawing template and specifying a drawing model. Drawing views anddetail items are automatically positioned on the drawing by referencingthe drawing template.

Drawing CreationThe following is a list of typical tasks undertaken during the creation ofdrawings.

Add drawing models Before you can place views of a model, you mustassociate a model with the drawing. This is known as adding the model tothe drawing. Normally, you add a model to a drawing during the initiationphase, however you can add models to a drawing at any time, enablingyou to create multi-model drawings if required.

Add views After a model has been added to a drawing you can start toplace drawing views. There are many different types of views that you canconfigure, such as general, projected, sectioned, and exploded.

Add dimensions and tolerances There are two methods that enableyou to add dimensions to model views. You can show model dimensionson views. These dimensions reference the features in your models, andupdate if the models change. Alternatively, you can create your owndimension scheme with driven dimensions. These dimensions also reflectmodel sizes, but you cannot use them to edit model features. You can alsodisplay tolerances for any dimensions.

Add non-dimensional detail items You can add items such as textnotes, geometric tolerances, datum planes, datum axes, and symbols toa drawing. These items may already exist within your drawing model, inwhich case you can show the items on the drawing. Alternatively, you cancreate these items directly within a drawing.

Create tables You can configure tables within drawings. Each tablecell can contain parametric text. For example, you can extract dimensionvalues and parameters from models and display them in tables. If you havean assembly drawing you can use special report parameters to display billof material information within tables.

Create draft entities You can create draft entities in drawings bysketching items such as lines, circles, and arcs. You can also create draftentities by importing 2-D geometry such as IGES or DXF files. You typicallyuse draft entities when creating drawing symbols.


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PROCEDURE - Drawing Development Process

ObjectivesAfter successfully completing this exercise, you will be able to: Create drawings using a manual method to layout views and detail items. Create drawings using drawing templates to automate the process. Add formats and sheets to drawings. Add models to drawings. Add views to drawings. Configure view properties. Show and cleanup dimensions on drawings.Cordless Power Tools, Inc. (CPT) designs and manufactures hand-heldpower tools, including cordless drills, circular saws, and hammer drills. CPTis currently developing a new cordless drill that uses a gasoline-poweredtwo-cycle engine instead of a battery-powered electric motor. Thegasoline-powered engine produces more power than a battery-operatedmotor. It is able to drill through steel and concrete, due to the high torquecapacity. The gas-powered drill lasts four to five times longer than thebattery-powered drill and can be used in locations without a reliable powersupply.

You are part of an engineering design team that has completed the firstgas-powered drill prototype design. You have been assigned the task ofcreating some of the design drawings for the components, which needto be reviewed for manufacturing. You have to document the variousengineering data related to the gas-powered drill assembly along withcompany information.

Step 1: Review the drill assembly and its components.

1. If necessary, start Creo Parametric.2. Set your working directory.

In the Folder Browser , click Folder Tree to expand it.

In the Folder Browser , click Working Directory . In the folder tree, expand the PTCU > CreoParametric2 > Processfolder.

Double-click the Drawing folder to view its contents in the browser. Right-click Drawing and select Set Working Directory.


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3. Review the drill assembly. In the browser, selectDRILL.ASM.

If necessary, click Preview toexpand the preview window.

Observe the drill assembly.

4. Review drill assemblycomponents. In the browser, selectCLUTCH.ASM.

Observe the clutch assemblyin the preview window. Youwill create a drawing of one ofthe clutch shoe parts.

In the browser, selectMANIFOLD.PRT.

Observe the manifold part inthe preview window. You willcreate a drawing of this part.

Minimize the browser.

Step 2: Create a drawing for the left clutch part model.

1. Create a new drawing.

Click New from the Quick Access toolbar. In the New dialog box, select Drawing as the type. Type CLUTCH_SHOE_LEFT as the name of the drawing. Clear the Use default template check box. Click OK.


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2. Configure the drawing options. In the New Drawing dialogbox, click Browse.

Select CLUTCH_SHOE_L.PRT as the default model.

Click Open. Select the Empty with formatoption.

Click Browse. In the Opendialog box, click WorkingDirectory .

Select C_PART.FRM as theformat.

Click Open. Click OK.

3. Finalize the drawing. When prompted, type Steel for the material parameter, and pressENTER.

Type CPT for the vendor parameter, and press ENTER. Type N/A for the volume parameter, and press ENTER. Notice that a format has been placed on the drawing. Zoom in to the format table in the lower-right corner, as shown. Note some of the cells have been populated with information fromthe part model. Some cells have also been populated with theinformation you typed in previously.

Step 3: Create drawing views.

1. Disable all Datum Display types.

2. Click Refit from the In Graphics toolbar to refit the drawing inthe graphics window.

From the In Graphics toolbar, select Wireframe from theDisplay Style types drop-down menu.


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3. Place a general view on thedrawing. If necessary, select the Layouttab in the ribbon.

Click General from theModel Views group.

Click OK to specify nocombined state and select alocation, as shown.

4. Configure the view. Select the saved view nameTOP from the Model viewnames list.

Click OK.

Click Repaint from the InGraphics toolbar.

Notice the view orientationupdate, as shown.

Click in the background tode-select any highlighteditems.

The first view you place on a drawing must be a general view. Youcan then add additional views.

5. Create a projected view. Select the first general view onthe drawing. Ensure that theview is highlighted.

Right-click and select InsertProjection View.

Select a location to the right ofthe general view, as shown.


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6. Create a second projected view. Select the first general view onthe drawing. Ensure that theview is highlighted.


Select a location above thegeneral view, as shown.

7. Create another general view onthe drawing. Click in the background tode-select any views.

Right-click and select InsertGeneral View.

Click OK to specify nocombined state and selecta location in the upper-rightcorner of the drawing, asshown.


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8. Configure the general view. Select the View Displaycategory from the DrawingView dialog box.

Edit the Display style to NoHidden.

Click Apply. Select the Scale category fromthe Drawing View dialog box.

Select the Custom scaleoption.

Type 3 for the Custom scale. Click OK. Notice the view display andscale update, as shown.

9. Edit the view properties of threeviews. Select the first view placed onthe drawing.

Press CTRL and select thetwo projected views.

Ensure that all three views areselected.

Right-click and selectProperties.

Edit the Display style to NoHidden.

Click OK. Notice the three views update,as shown.


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10. Edit the drawing scale. Press and hold ALT, then inthe lower-left corner of thegraphics window, double-clickthe Scale value.

The message input windowprompts you to type a newvalue. Type 4 as the new scalevalue and press ENTER.

Notice the three views updateas shown; however, the scaledview does not update becauseit is controlled by its ownspecific view scale value.

11. Move a drawing view. Select the top projected view,right-click, and select LockView Movement to enableview movement.

With the view still selected,drag it to a new location, asshown.

Click in the background tode-select any highlighteditems.


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Step 4: Add dimensions to the views.

1. Show model dimensions. Select the Annotate tab in theribbon.

Click Show ModelAnnotations from theAnnotations group.

Select All DrivingDimensions from the Typedrop-down list.

Select the general view, asshown.

Click Select All . Click OK in the Show ModelAnnotations dialog box.

Click in the backgroundto de-select all highlighteddimensions.

You can clean up dimensions to enable easier viewing of thedrawing. You can do this by manually moving the location ofselected dimensions, or by automatically specifying dimensionoffsets relative to view outlines.

2. Clean up model dimensions. Click Cleanup Dimensions

from the Annotationsgroup.

Click and drag a windowaround all the dimensions.

Click OK. Edit the offset to 0.5. Edit the increment to 0.5. Clear the Create Snap Linescheck box.

Click Apply. Click Close. Notice all the linear dimensionsupdate, as shown.


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3. Manually edit a dimension. Select the 46.5 diameterdimension.

Drag the dimension to a newlocation, as shown.

4. Flip the arrows for the diameterdimension. With the 46.5 diameterdimension still selected,right-click and select FlipArrows.

Notice the dimension arrowsupdate, as shown.

You can edit other dimensions using similar methods if required.You can also create dimensions on the drawing to reflect your owndimension scheme.

5. Create a linear dimension on thedrawing. Pan and zoom into the right,projected view, as shown.

Select Dimension - NewReferences from theDimension types drop-downmenu in the Annotationsgroup.

Select the two vertical edgeson the model, and middle-clickto place the dimension, asshown.


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6. Create a second linear dimensionon the drawing. Select the two vertical edgeson the model, and middle-clickto place the second dimension,as shown.

Click Return. Click in the backgroundto de-select all highlighteddimensions.

Click Refit from theIn Graphics toolbar to refitthe drawing in the graphicswindow.

You can continue to add dimensions to the drawing to completethe detailing.

7. 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.

Step 5: Create a drawing for the manifold part model, use a templatedrawing to simplify the process.


Click New from the Quick Access toolbar. In the New dialog box, select Drawing as the type. Type MANIFOLD as the name of the drawing. Clear the Use default template check box. Click OK.


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Select MANIFOLD.PRT as thedefault model, and click Open.

Select the Use templateoption.


Select C_PART_TEMPLATE.DRW as the template, andclick Open.

Click OK.

3. Finalize the drawing. Type CPT for the vendor parameter, and press ENTER.

Notice how quickly a drawing has been created, with six viewsof the model, dimensions added to views, and a drawing formatplaced on the drawing. Template drawings are useful when youneed to create standardized drawings. They are also useful toquickly create a drawing, which you can then manually finalize.


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Step 6: Change the drawing setup file options.

1. Open and apply a drawing setupfile. Zoom in to the front view andobserve the appearance of thedimensions in this view.

Click File > Prepare >Drawing Properties. In the Detail Options

section, click change in theDetail Options row.

Click Open Config , selectISO.DTL from the workingdirectory, and click Open.

Notice that many of thedrawing setup file options aredifferent.

Click Apply > OK > Close >Close.

Notice the dimensions nowdisplay tolerance values, asshown.

You can configure and store your own company-specific drawingsetup options.




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


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Step 7: Create a drawing for the engine assembly model, and use atemplate drawing to simplify the process.


Click New from the Quick Access toolbar. In the New dialog box, select Drawing as the type. Type ENGINE as the name of the drawing. Clear the Use default template check box. Click OK.


Select ENGINE.ASM as thedefault model, and click Open.

Select the Use templateoption.


Select C_ASSBLY_TEMPLATE.DRW as thetemplate, and click Open.

Click OK.


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3. Finalize the drawing. Type CPT for the vendorparameter, and press ENTER.

Zoom in and review thedrawing view. Review thecontents of the drawing table.

Notice an exploded assemblyview is automatically created.Notice also the componentsin the exploded view havebeen labeled. The labelsrelate to the indexed bill ofmaterial (BOM) table whichhas also been configured onthe drawing.

You can add more than one model to a drawing at any time. Thisenables you to create multi-model drawings if required.


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Step 8: Add a model to the drawing and create a multi-model drawing.

1. Add the carburetor assembly model to the drawing. In the ribbon, select the Layout tab.

Click Drawing Models from the Model Views group. Click Add Model. Select CARBURETOR.ASM as the new model, and click Open. Click Done/Return. The active model is now CARBURETOR.ASM. Notice theinformation at the bottom of the graphics window.

2. Add a drawing sheet.

Click New Sheet from the Document group. When prompted, type N/A for the material parameter, and pressENTER.

Type CARB INC for the vendor parameter, and press ENTER. Type N/A for the volume parameter, and press ENTER. Notice a format has been placed on the new drawing sheet.

3. Place a general view on thedrawing. Right-click and select InsertGeneral View.

If prompted, clickOK to specifyno combined state.

Select a location in the centerof the drawing, as shown.


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4. Configure an exploded view. Select the View Display category from the Drawing View dialogbox.

Edit the Display style to No Hidden and click Apply. Select the View States category. Select the Explode components in view check box. Click OK. Notice the view updates, as shown.

5. Add a Bill of Material (BOM)table. In the ribbon, select the Tabletab.

Click Table From File fromthe Table group.

Select BOM_TABLE.TBL andclick Open.

Place the table in the top-leftcorner of the drawing, asshown.

Click Update Tables fromthe Data group.

Notice the table isautomatically populatedwith the carburetor assemblycomponents.


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6. Show BOM balloons on the exploded view. Click Create Balloons from the Balloons group and selectCreate Balloons All from the drop-down list.

Select anywhere within the BOM table. Notice the BOM balloons are displayed on the exploded view, asshown.

You can modify the location of BOM balloons and their balloonleader attachment points.






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Step 9: Review the drawing format and drawing template.

1. Open a drawing format file.

Click Open from the Quick Access toolbar. Select C_PART.FRM and click Open.

2. Review the contents of the drawing format. Notice the layout of the drawing sheet, the drawing sheet size, andthe drawing tables contained within the format.

Zoom in to the drawing table at the bottom of the format sheet. Notice the parameters within the drawing table. These parametersare updated with model information or typed information when adrawing is created.



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3. Open a part drawing templatefile.

Click Open from the QuickAccess toolbar.

Select C_PART_TEMPLATE.DRW and click Open.

4. Review the contents of thedrawing template. Notice the layout of thedrawing view symbols, andthe drawing format containedwithin the drawing.

Press ALT and select theFRONT view. Right-click andselect Properties.

Notice the different optionsthat you can configure in theTemplate View Instructionsdialog box. These optionsenable you to configure manydifferent types of views in adrawing template.

Click OK. Click Close from the QuickAccess toolbar.

The active drawing ribbon tab acts as a selection filter. You canpress ALT when making a selection to bypass any selection filtersand select any item regardless of the active drawing ribbon tab.

5. Erase all objects from memory.




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Understanding the Drawing Ribbon User InterfaceThe Drawing mode was reorganized with a ribbon-style userinterface.

The ribbon organizes and configures user-interface. Tabs based on the current task. Sets up selection scope. Appropriate right-click options.

Ribbon structure Tabs contain groups of commands. Can be customized.

Figure 1 Drawing Ribbon

Understanding the Drawing Ribbon User Interface TheoryThe Drawing mode has been reorganized into a ribbon-style user interface.A cross between a tabbed dialog box and a toolbar, the ribbon appearsabove the graphics window. The ribbon organizes and configures the userinterface by:

Organizing the current task into a series of tabs. The tabs represent a task in the typical drawing creation workflow. Each tab contains groups of icon commands.

Setting up the selection scope. By default, you can only select items that pertain to the selected tab. For

example, you cannot select an annotation (detail item) when the Layouttab (for drawing views) is active. You can select out-of-context items by pressing the ALT key.

However, the available actions are limited compared to what isavailable within the appropriate tab.

The available selection filters correspond to the active tab. The Drawing Tree updates to display only items that pertain to the

active tab.

Ribbon User Interface StructureWithin each tab in the ribbon, icon commands are organized into groups.Depending on the available screen space, less common options may beaccessed by clicking a down arrow to reveal additional commands.


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Customizing the Ribbon User InterfaceThe ribbon user interface can be customized to control icon display andplacement. When in the Customize Screen function, right-click the ribbonicons for the following options: Icon display size Icons can be set to display as large or small. Icon and text Commands can be displayed as a large or small icon withtext, icon only, or text only.

Command priority Commands can be reordered within their group toplace frequently used options in easy reach. However, you cannot movecommands between groups.


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Exploring Drawing Ribbon CommandsRibbon tabs contain groups of commands.

Ribbon Tab Summary Layout: Drawing Models, Sheets, Views Table: Create and Modify Tables, Repeat Regions, BOM Balloons Annotate: Show, Erase, Cleanup, and Delete Detail Items Sketch: 2-D Sketching Tools Legacy Migration: Validate Associations and Annotation Converter Analysis: Measure, Analyze and Simulate Review: ModelCHECK, Updating, Comparison, Information Tools Tools: Switch from Drawing and Template Modes, Investigate View: Set Datum Displays, Views and Layers

Figure 1 Layout Tab and Groups in Drawing Ribbon

Exploring Drawing Ribbon Commands TheoryWithin each tab in the ribbon, icon commands are organized into groups.Depending on the available screen space, less common options may beaccessed by clicking a down arrow to reveal additional commands.The ribbon tabs and groups are organized in the following structure. Asummary of the commands in each group is as follows: Layout Document: Sheet management. Insert: Insert Objects or Data to drawing. Model Views: Create views by type. Edit: Component Display, Edge Display, and Convert Draft Groups. Display: Snap Lines, Grids and Views. Format: Text, Line and Arrow Styles.

Table Table: Create different types of tables. Rows & Columns: Configure table rows and columns. Data: Repeat regions, update tables, switch report symbols. Balloons: Create and clean up BOM balloons. Format: Table Text and Line Styles.

Annotate Delete: Delete detail items, jogs, or breaks.


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Group: Draft Groups and Relations Annotations: Show annotations (detail items), clean up dimensions,

create notes or symbols. Edit: Existing Annotation editing tools. Format: Annotation Line Text and Arrow Styles.

Sketch Settings: Draft grid, Sketcher preferences, parametric sketch option. Controls: References, Coordinate options. Sketching: Sketching tools. Trim: Trim, Divide, Stretch tools. Edit: Rotate, Mirror, Scale and Translate tools. Format: Text, Line and Arrow Styles. Group: Draft Group and Relations.

Legacy Migration Map: Add Model, Create Model Views and Copy Annotations. Views: Create 2-D Views, Match View and Orient View. Symbols: Create and Match Symbols. Utilities / Settings: Clean Up and Validate Associations. Annotation Convertor: Convert Annotations.

Analysis Custom: External program Analysis tools. Model Report: Mass Properties. Measure: Distance, Volume, Area and Angle measurements. Inspect Geometry: Analyze Drawing Geometries. Design Study: Tolerance Analysis, Simulate Analysis and Electrical

Clearance. Review Update: Update sheets, tables, regenerate model. Compare: Compare sheet to picture, difference report, file history. Query: Highlight by attribute, drawing view information.

Tools Investigate: Find items and information from drawing. Model Intent: Define Parameters and Relations. Utilities: Drawing Programs, IGES Group and Aux Applications. Applications: Switch to Drawing, Template, Legacy or Piping Modes.

View Visibility: Layer Control. Orientation: Pan, Zoom and Saved Views. Model Display: Change Display Modes and Fast HLR Toggle. Datum Display: Toggle Datum Displays. Window: Drawing Window management.


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PROCEDURE - Exploring Drawing Ribbon Commands


Drawing\Ribbon DRW_RIBBON.DRW

Step 1: Navigate through the drawing ribbon to explore drawingcommands.

1. Disable all Datum Display types.2. In the ribbon, select the Layout tab.3. Right-click and view available layout commands.

4. Click Drawing Models from the Model Views group. The menumanager appears. Click Done/Return.

5. Click General from the ModelViews group. Click OK to specify nocombined state.

Select a location for the view. Select 3D as the view nameand click OK.

6. Notice the Component Display option in the Edit group.

7. Notice the Object option in the Insert group.

8. In the ribbon, select the Tabletab. Right-click and view availabletable commands.

9. Cursor over the upper-right table. Right-click three times andnotice that rows, columns, andthe entire table are availablefor selection.

10. Click Table from the Table group and select Insert Table fromthe drop-down menu. The Insert Table dialog box appears. Click Cancel in the Insert Table dialog box.


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11. Select the upper-left cell in the existing table.

Click Height and Width from the Rows & Columns group. Click Cancel. Select the drawing background to de-select the table cell.

12. Notice the Repeat Region option in the Data group.13. Notice the Create Balloons option in the Balloons group.

14. Notice the Text Style option in the Format group.

15. In the ribbon, select theAnnotate tab. Right-click and view availableannotation commands.

16. Select a dimension. Notice the Delete option inthe Delete group.

De-select the dimension. Notice the Show ModelAnnotations option in theAnnotations group.

Notice the Move to Viewoption in the Edit group.

Notice the Arrow Styleoption in the Format group.

17. In the ribbon, select the Sketch tab.

Notice the Draft Grid option in the Settings group.

Notice the Relative Coordinates option in the Controls group iscurrently grayed out and unavailable.

Notice the Line option in the Sketching group.

Notice the Corner option in the Trim group.

Notice the Rotate option in the Edit group. Notice the Line Style option in the Format group. Notice the Draft Group option in the Group group.

18. In the ribbon, select the Legacy Migration tab. Notice the various groups and options.


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19. In the ribbon, select the Analysis tab.

Notice the Mass Properties option in the Model Report group.

Notice the Curvature option in the Inspect Geometry group.

20. In the ribbon, select the Review tab.

Notice the Update Sheets option in the Update group.

Notice the Difference Report option in the Compare group.

Notice the Drawing View option in the Query group.

21. In the ribbon, select the Tools tab. Notice the Feature option in the Investigate group.

Notice the Parameters option in the Model Intent group.

Notice the Template option in the Applications group.

22. In the ribbon, select the View tab. Notice the Layers option in the Visibility group.

Notice the Zoom In option in the Orientation group. Notice the various Datum Display toggles in the Show group.

Notice the Activate option in the Window group.



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Module2Creating New Drawings

Module OverviewTo create a drawing, you must specify a format or sheet size and selectthe default drawing model. In addition, you can use drawing templates toautomate the creation of views and the placement of other details items on adrawing.

In this module, you learn how to create drawings by specifying a format orsheet size and selecting a drawing model. You learn how to create drawingtemplates by configuring the location of predefined drawing views and otherdetail items. You also learn how to use drawing templates when creatingdrawings. These methods form the first step in the drawing creation process.

ObjectivesAfter completing this module, you will be able to: Create drawings by specifying a format or sheet size and selecting adrawing model.

Create drawing templates by configuring the location of predefined drawingviews and other detail items.

Use drawing templates when creating drawings.


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Creating Drawings Using Formats and SheetsCreating drawings involves selecting a drawing format or sheetsize and selecting a default drawing model.

Creating drawings:

Specify drawing format Retrieve format

Specify sheet size Standard size

Portrait or landscape Variable size

Metric or imperial units Select default model

Figure 1 Specifying theSheet Size

Figure 2 Example Drawing Format

Creating Drawings When you create a drawing you must specify a format or select a sheet size. If you use a format, you can select an existing format with a

predetermined sheet size. If you specify a sheet size, you can select a standard size sheet, withlandscape or portrait orientation.

Alternatively, you can select the Variable option, enabling you to specify thewidth and height in inches or millimeters.

You also need to specify the default model for the drawing. This can bea part or assembly.


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PROCEDURE - Creating Drawings Using Formats andSheets


Drawing\Formats_Sheets CREATE NEW

Task 1: Create a drawing for GEARBOX_FRONT.PRT by selecting aformat.


Click New from the Quick Access toolbar. In the New dialog box, select Drawing as the type. Type GEARBOX as the name of the drawing. Clear the Use Default Template check box. Click OK.


Select GEARBOX_FRONT.PRT as the default model.

Click Open. Select the Empty with formatoption.

Click Browse, and in the Opendialog box, click WorkingDirectory .

Select C_FORMAT_GENERIC.FRM as the format.

Click Open, then click OK.


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3. Finalize the drawing. When prompted, type J.Smith for the drawn_by parameter, andpress ENTER.

Notice a format has been placed on the drawing. Zoom into the format table in the lower-right corner as shown. Note some of the cells have been populated with information fromthe part model, and the drawn_by parameter has populated theDRAWN cell.

Note you can also select drawing formats from the system-definedformats folder.

Task 2: Create a drawing for SWITCH.PRT by selecting a sheet size.


Click New from the Quick Access toolbar. In the New dialog box, select Drawing as the type. Type SWITCH as the name of the drawing. Clear the Use Default Template check box. Click OK.


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Select SWITCH.PRT as thedefault model.

Click Open. Select the Empty option. Ensure the Landscape buttonis selected.

Note you can also configurethe sheet orientation using thePortrait and Variable buttons.

Select A3 from the StandardSize drop-down list.

Click OK.

Note an A3 sheet size is configured, and the default drawing modelis SWITCH.PRT.



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Creating Drawing TemplatesDrawing templates have predefined views and detail items. Youcan use them to automate the creation of drawings.

Drawing template options:

Specify the position of views Configure views Show dimensions Create snap lines Place notes Place symbols Configure tables Add drawing formats Figure 1 Configuring a

Template View

Figure 2 Layout Views in Template Drawing

Drawing TemplatesDrawing templates consist of a number of different pre-configured items,you can use them to do the following:

Specify the position of views on a drawing You can layout any number ofdrawing views and specify their location on the drawing template.

Configure views You can configure all elements of views that have beenlocated in the drawing, including the type of view, view state, view display,and view scale.

Show dimensions You can specify whether model dimensions areshown in a drawing view.

Create snap lines If dimensions are shown in a view you can specifywhether snap lines are created. You can also configure the number of snaplines created and the spacing between the snap lines.


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Place notes and symbols You can place notes and symbols on drawingtemplates. The notes can include parametric information, which you canextract from the drawing model when you create a drawing. For example,you can include parameters such as the name of the drawing model.

Configure tables You can add tables to drawing templates. For example,you can place a bill of materials table on a drawing template. You canconfigure the table to extract bill of materials information if you add anassembly as a drawing model.

Add drawing formats You can add drawing formats to drawing templates.Any parametric information within drawing formats, such as parametersin tables and notes, are automatically extracted from the drawing modelwhen you create a drawing.


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PROCEDURE - Creating Drawing Templates


Drawing\Templates_Creating CREATE NEW

Task 1: Create a drawing template, and add template views to the drawing.

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_C_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, clickWorking Directory

. Select C_SIZE_FORMAT.FRM as the format. Click Open, then click OK. When prompted, type &drawn_by for the drawn_by parameter,and press ENTER. This maintains the drawn_by parameter, withinthe format, for future use.

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


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4. Configure the first template view. In the ribbon, select theLayout tab.

Click Template View fromthe Model Views group.

Type FRONT_VIEW in theView Name text box.

Notice that by default the ViewType is set to General, and theOrientation is set to FRONT.

Click Model Display, andensure that the check box isstill selected. Select the NoHidden option.

Select the Dimensions checkbox, then select the CreateSnap Lines check box.

Type 0.5 for the IncrementalSpacing, and type 0.4 for theInitial Offset.

5. Position the template view on thedrawing. Click Place View, and select alocation in the lower-left of thedrawing, as shown.

Click OK from the TemplateView Instructions dialog box.


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6. Place a projected view with a section. Right-click and select Insert Template View. Type RIGHT_PROJ in the View Name text box. Select Projection as the View Type. Notice the FRONT_VIEW isautomatically configured as the parent view.

Type A in the Cross Section text box. Select FRONT_VIEW as the Arrow Placement View. Click Model Display and ensure that the check box is still selected.Select the No Hidden option.

Click Place View and select a location to the right of the front view,as shown.

Click OK in the Template View Instructions dialog box.

7. Place a scaled general view. Right-click and select InsertTemplate View.

Type 3D_VIEW in the ViewName text box.

Type 3D_VIEW in theOrientation text box.

Select the Scale check box,and type 0.75 in the ViewScale text box.

Click Model Display andensure that the check box isstill selected. Select the NoHidden option.

Click Place View and select alocation above the projectedview, as shown.

Click OK from the TemplateView Instructions dialog box.



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Creating Drawings Using Drawing TemplatesDrawing templates reduce the time it takes to create drawings byautomating the creation of views and prearranging detail items.

Drawing templates enable you to:

Copy drawing information from atemplate drawing.

Standardize drawings. Predefine routine tasks. Reduce detailing time.

Figure 1 Drawing Template

Figure 2 Resulting Drawing

Using Drawing Templates When you use a drawing template to create a new drawing, all drawinginformation is copied from the drawing template into the new drawing. During this process, pre-configured template views are replaced with

views of the drawing model. All non-parametric information such as notes and drawing symbols are

copied directly into the new drawing. All parametric information such as parameters contained in tables and

notes are automatically updated with drawing model information. Using drawing templates enables you to standardize drawings as drawingviews and detail items are consistently prearranged.

Many of the routine tasks are predefined, enabling you to focus on specifictasks required to finalize a drawing.

Overall you can reduce detailing time and create more consistent drawings.


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PROCEDURE - Creating Drawings Using DrawingTemplates


Drawing\Templates_Using CREATE NEW

Task 1: Create a drawing for the CLUTCH_BODY.PRT.

1. Initiate a drawing.

Click New from the Quick Access toolbar. In the New dialog box, select Drawing as the type. Type CLUTCH_BODY as the name of the drawing. Clear the Use Default Template check box. Click OK.

2. Configure the drawing options. In the New Drawing dialog box, click Browse. Select CLUTCH_BODY.PRT as the default model. Click Open. Select the Use Template option. Click Browse, and in the Open dialog box, clickWorking Directory

. Select TEMPLATE_PART_A2_SIZE.DRW as the template drawing. Click Open, then click OK. When prompted, type J.Smith for the drawn_by parameter, andpress ENTER.

Notice a format and four views have been placed on the drawing.Notice also dimensions have been shown on the drawing.

Note some of the table cells have been populated with informationfrom the part model.


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Task 2: Create a drawing for the CLUTCH.ASM.

1. Initiate a drawing.

Click New from the Quick Access toolbar. In the New dialog box, select Drawing as the type. Type CLUTCH_ASSY as the name of the drawing. Clear the Use Default Template check box. Click OK.

2. Configure the drawing options. In the New Drawing dialog box, click Browse. Select CLUTCH.ASM as the default model, and click Open. Select the Use Template option. Click Browse, and in the Open dialog box, clickWorking Directory

. Select TEMPLATE_ASSEMBLY_A2_SIZE.DRW as the templatedrawing.

Click Open, then click OK. When prompted, type J.Smith for the drawn_by parameter, andpress ENTER.

Notice an exploded view has been placed on the drawing. Noticealso a bill of materials table has been placed on the drawing.



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Module3Creating Drawing Views

Module OverviewTo create a drawing view, you place views of 3-D models onto drawings.You can add more than one model to a drawing, enabling you to createmulti-model drawings. You can configure many different types of drawingviews, including general views, projection views, cross-section views, andexploded assembly views. You can modify drawing views after they havebeen placed on a drawing. For example, you can modify various viewproperties, including view display and view orientation.

In this module, you learn how to add models to drawings and how to configuremany different types of drawing views, including general views, projectionviews, cross-section views, and exploded assembly views. You learn howto modify drawing views, including how to move views, and how to edit viewproperties such as view scale and view display.

ObjectivesAfter completing this module, you will be able to: Add models to drawings. Create model views in drawings. Modify model views in drawings.


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Configuring Drawing ModelsA 3-D model must be associated with a drawing before you canplace model views on the drawing. You can add more thanone model to a drawing, enabling you to create multi-modeldrawings.

Drawing Models:

Drawing and design modelassociativity.

Add models to a drawing: Parts or assemblies. Multi-model drawings.

One active working model.

Configuring Drawing Models:

Use Drawing Models . Use the Set Active Model/Rep

in the Model Tree.

Figure 1 Multi-model Drawings One Active Model

Drawing Models Theory It is important to understand that drawing views are 2-D representations of3-D design models, (parts or assemblies). There is two-way associativitybetween the design model and any referenced drawing views. Therefore,changes to the design model, such as editing dimensions or adding andremoving features, are updated in referenced drawing views. Similarly, youcan edit model dimensions on drawings and these edits are reflected inthe referenced model.

Before you create views of 3-D models in drawings, you must associate amodel with a drawing. This is called adding a model to a drawing.

A model can be a part or assembly. In addition, you can add more thanone model to a drawing, enabling you to create multi-model drawings.

However, with multi-model drawings, only one model can be active withinthe drawing. When a model is active, you can add drawing views of theactive model and perform operations such as showing dimensions. Note,you can edit the active model within a drawing at any time.

Configuring Drawing ModelsYou can use the following methods to configure drawing models:

In the ribbon, on the Layout tab, you can click Drawing Models in theModel Views group. This opens the DWG MODELS menu which enables


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you to perform various tasks including add model, delete model, and setthe current drawing model.

For multi-model drawings, you can click Set Active Model/Rep inthe Model Tree. You then specify the current drawing model from thedrop-down list.


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PROCEDURE - Configuring Drawing Models


Drawing\Models_Configuring CLUTCH.DRW

Task 1: Configure models in a drawing.

You normally specify a model to be referenced by a drawing wheninitially creating a drawing. In this case CLUTCH_SHOE_R.PRTwas specified as the default model. However, you can also addmodels to a drawing after a drawing has been created.

1. Disable all Datum Display types.2. Add CLUTCH_SHOE_L.PRT to

the drawing. In the ribbon, select the Layouttab.

Click Drawing Modelsfrom the Model Views group.

Click Add Model. Select CLUTCH_SHOE_L.PRT as the model to add.

Click Open. Click Done/Return. Model CLUTCH_SHOE_L.PRT has been added to thedrawing and is the currentactive model. This is displayedin the drawing information atthe bottom of the graphicswindow, as shown.

Notice also modelCLUTCH_SHOE_L.PRTis now displayed in the modeltree, as shown.

You can add both parts and assemblies to a multi-model drawing.You can also add simplified representations of parts and assembliesas drawing models. You are prompted to select a simplifiedrepresentation if they exist.


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3. Add the CLUTCH.ASM model to the drawing.

Click Drawing Models from the Model Views group. Click Add Model. Select CLUTCH.ASM as the model to add. Click Open. Click Done/Return. Model CLUTCH.ASM is now the current active model in thedrawing.

You can select an alternative current active model at any time.This enables you to add drawing views and detail items relating todifferent models during the development of your drawings.

4. Configure CLUTCH_SHOE_L.PRT as the current active model.

From the Model Tree, click Set Active Model/Rep . Select CLUTCH_SHOE_L.PRT > Master Rep. Model CLUTCH_SHOE_L.PRT is now the current active modelin the drawing.

It is possible to remove a model if no drawing views are referencedby the model. However, you cannot remove a model from a drawingif the drawing has views that use the model.

5. Remove the CLUTCH.ASM model from the drawing.

Click Drawing Models from the Model Views group. Click Del Model. Select CLUTCH to remove the model. When prompted, click Yes to delete this model. Click Done/Return.



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Configuring Drawing SheetsYou can create multi-sheet drawings by adding sheets to adrawing. Various tools enable you to configure drawing sheets.

Drawing Sheets Theory:

Create multi-sheet drawings. Configure current drawing modelbefore adding drawing sheets.

Drawing Sheets Tools:

Drawing Ribbon DocumentGroup

Sheets Tab Drawing Tree

Figure 1 Document Group

Figure 2 Sheets Tab

Drawing Sheets Theory You can create multiple sheet drawings and move items from one sheetto another. Each drawing sheet has its own drawing scale, enabling youto configure different drawing scales on different drawing sheets. This isuseful when creating multi-model drawings where you can have views ofdifferent size models on different sheets.

Note, with multi-model drawings, you must configure the desired currentmodel before adding drawing sheets with formats. Model information isonly transferred into format tables when the format sheet is added to thedrawing.

Drawing Sheets ToolsSheets in a drawing are listed in the Sheets tab at the bottom of the graphicswindow and in the drawing tree. The following tools enable you to configuredrawing sheets:

In the Layout tab of the Drawing ribbon, the Document group provides toolsto create new sheets, move or copy sheets, and configure the active sheet.

Sheets in a drawing are listed in the Sheets tab area below the graphicswindow. You can navigate across the sheets using the Sheets tab. Usingthe sheets tab you can create new sheets, move or copy sheets, configurethe active sheet, rename a sheet, and delete a sheet.


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PROCEDURE - Configuring Drawing Sheets


Drawing\Sheets_Configuring SHEETS.DRW

Task 1: Add and reorder sheets on the drawing.

1. Disable all Datum Display types.2. Add a drawing sheet with a

format. Click New Sheet from theDocument group.

When prompted, type J.Smithfor the your_name parameterand press ENTER.

Notice the table in the drawingformat has transferred thecurrent model name into themodel table cell.

To transfer the correct model information into drawing format tables,you must configure the current model before adding drawing sheetswith formats. Model information is only transferred into formattables when the format sheet is added to the drawing.

3. Reorder the drawing sheet. Click Move or Copy Sheets

from the Document group. Click OK to insert the sheet atthe beginning.

When moving or copying drawing sheets, you can select the Createa copy check box to copy a sheet.


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4. Rename a drawing sheet. In the sheets tab at the bottomof the graphics window, cursorover Sheet 2.

Right-click and selectRename, as shown.

Type Sheet A for the nameand press ENTER.

Notice the sheet name hasupdated in the sheets tab, asshown.

5. Delete a drawing sheet. In the Sheets tab, select Sheet A. Right-click and select Delete. When prompted, click Yes to delete the sheet. Notice the sheet is no longer displayed and the current sheet isnow sheet 1.



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Adding General ViewsGeneral views are the first view you can place in a drawing. Youcan then derive other views from general views.

Specify view location.

Specify view name.

Determine view orientation:

Named Model Views Geometry References Specify Rotation Angle

Figure 1 View Orientation

Figure 2 Named Model View Figure 3 Isometric View

Configuring General ViewsWhen placing a general view, you can specify a number of items includingthe location of the view and the view name. You can also determine the vieworientation. You can do this using the following options:

Named model views You can select a named view from the model.You can also specify whether the default orientation is trimetric, isometric,or user-defined.

Geometry references You can specify two orthogonal references todetermine the view orientation.

Rotation angle You can specify an angle to rotate the view. You can alsovary the rotation reference.


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PROCEDURE - Adding General Views


Drawing_Views\General_Adding GEN_VIEWS.DRW

Task 1: Create a general view of PISTON.PRT in the drawing.

1. Disable all Datum Display types.2. Initiate the first general view.

Click General from theModel Views group.

Select No Combined Stateand click OK.

Select a location in the centerof the drawing.

Note a view of PISTON.PRTis placed on the drawing, asshown. The active model forthis drawing is PISTON.PRT.

All views added to this drawing appear in the No Hidden displaystyle regardless of the current display style environment setting.The drawing setup option, model_display_for_new_views, hasbeen edited to no_hidden for this particular drawing.

3. Configure the view orientationusing a named model view. In the Drawing View dialogbox, select FRONT from theModel view names list.

Click Apply, then clickRepaint from the InGraphics toolbar to update theview, as shown.


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4. Configure the view orientationusing geometry references. In the Drawing View dialogbox, select the Geometryreferences option.

Click Repaint to updatethe view. Notice datum planesare temporarily displayed.

In the Model Tree, selectdatum plane FRONT forReference 1, then selectdatum plane RIGHT forReference 2.

Notice the view updates, asshown.

5. Configure the view orientationusing angles. In the Drawing View dialogbox, select the Angles option.

Type 45 in the Angle value textbox.

Click Apply. Click OK to complete placingthe view.

Click in the background tode-select highlighted items.Notice the view updates, asshown.


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6. Create a second general view. Right-click and select InsertGeneral View.

Select No Combined Stateand click OK.

Select a location in the centerof the drawing.

Note the default orientation isset to Trimetric.

Select Isometric from theDefault orientation drop-downlist.

Note the view orientationupdates, as shown.

Type ISOMETRIC in the Viewname text box.

Click OK to complete placingthe view.



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Adding Projection ViewsA projection view is an orthographic projection of another viewsgeometry along a horizontal or vertical direction.

Figure 1 Views Projected from Front View

Projection ViewsProjection views are placed above, below, or to the right or left of the parentview. The views are always horizontally or vertically aligned with the parentview, and are placed along projection channels. The type of projection can bethird angle or first angle. This is controlled by the drawing setup file optionprojection_type. The default value is third_angle.


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PROCEDURE - Adding Projection Views


Drawing_Views\Projection_Adding PROJ_VIEWS.DRW

Task 1: Create projection views on the drawing.

All views added to this drawing appear in the No Hidden displaystyle regardless of the current display style environment settingbecause the drawing setup option model_display_for_new_viewshas been edited to no_hidden for this particular drawing.

1. Disable all Datum Display types.2. Create a right projection view.

Click Projection from theModel Views group.

Select a location to the right ofthe general view, as shown.

Notice a projected view isplaced on the drawing. Theview is displayed using thirdangle projection.

With the projected view stillselected, right-click and selectProperties.

Type RIGHT_VIEW in theView name text box.

Notice that the view type isconfigured as projection, andthe parent view is the generalview. Click OK.


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3. Create a left projection view. Click in the background toensure no views are selected.

Click Projection from theModel Views group.

When prompted, select thegeneral view as the parentview.

Select a location to the left ofthe general view, as shown.

Notice a projected view isplaced on the drawing.

If a drawing has multiple views, and no views are selected thenyou are prompted to select a parent view when creating projectionviews.

4. Create a top projection view. Select the first general view onthe drawing. Ensure the viewis highlighted.


Select a location above thegeneral view, as shown.

Notice you are not promptedto select a parent view ifan existing view is alreadyselected.

Documents

T3905-390-02_SG-Ins_Lec_EN