CREO 5.

BHARANIRAJ M
Senior Trainer

Rev. 0 – 04-Aug-2018
All Rights Reserved.
Assembly (Adv), Sheetmetal
Modelling & Detailing - Creo 5.0

PL-2020-01

2
Module 1 : Component Interfaces, Flexible
Components, Restructuring, Simplified Reps

Assembly (Adv), Sheetmetal Modelling & Detailing - Creo 5.0

3
Objectives

After completing this module, you will be able to:

 Create and use a placement component interface.
 Create and use a receiving component interface.
 Create a component interface using the Save As Interface dialog box.
 Auto place components in an assembly.
 Copy and paste components within assemblies.
 Repeat the placement of components within an assembly.

4
Understanding Component Interfaces

Component interface features contain stored constraints and references used to assemble
components more efficiently.

Elements of a component interface:

 Interface Name
 Interface Template
 Interface Type, Placing or Receiving Figure 1 – Constraints and References on the Model
 Constraints and References

Figure 2 – Constraints and References

Figure 3 – Constraints and References
in the Model Tree
in the Dialog Box

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Using a Placing Component Interface

You use a Placing Component interface when inserting a component

into an assembly.

Placing Component Interface:

 Interface Name
 Component Constraints
 Component References

Figure 1 – Dialog Box

Figure 2 – As Seen in the Model Tree

Figure 3 – References and Constraints

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Using a Receiving Component Interface

You use a Receiving type component interface to receive and automatically place
components containing Placing interfaces.

Receiving component interfaces:

 Automatic Interface to Interface assembly.
 Select multiple receiving interfaces to place multiple components.

Figure 1 – White Circles Represent Receiving Interfaces

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Adding Flexibility to a Component

Flexibility enables selected component items to vary, or “flex,”

within an assembly.
Variable Items
 Dimensions
 Features
 Parameters
 Surface Finish
 Geometric Tolerances
 Components Figure 1 – Prepare Varied Items

Figure 2 – Free State Contact Figure 3 – Compressed Contact in Assembly

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Placing Flexible Components in an Assembly

When placing a flexible component, you can use or ignore the

flexible definition.

Placing Flexible Components

 Confirm the use of flexible definition.
 Type values for variable items.

Figure 1 – Type Values for Variable Items

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Restructuring and Reordering Assembly
Components
The Restructure tool enables you to move components to different locations in an
assembly structure.
Restructure Diagram Elements
 Source Components
 Target Assembly
Can restructure and/or reorder multiple
components by using the drag-and-drop method.
Show Features in model tree. Figure 1 – Restructured Assembly

Figure 2 – Restructuring Components Figure 3 – Reordering Components

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Understanding Standard Simplified Reps

Simplified reps enable you to manage memory usage of large parts

and assemblies.
Standard Simplified Reps:
 Default Rep
 Master Rep
 Boundary Box Rep
 Default Envelope Rep
 Symbolic Rep
 Geometry Rep
 Graphics Rep Figure 1 – Geometry Rep Measurement

Figure 2 – Graphics Rep Display Figure 3 – Master Rep Dimensions

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Excluding Components using Simplified Reps

You can exclude components from a simplified rep for better assembly performance
and accessibility.

Exclude Components:
 Without regard for parent-child relationships.
 For better performance.
 For better access.

Figure 1 – Master Rep Figure 2 – With Excluded Components

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Module 2 : Creating and Using Assembly Structure
and Skeletons

Assembly (Adv), Sheetmetal Modelling & Detailing - Creo 5.0

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Objectives

After completing this module, you will be able to:

 Create an assembly structure.
 Create skeletons for space claims, interfaces, and placement.
 Copy models into skeletons.
 Create multiple skeletons with connections.
 Share skeleton geometry.
 Create a motion skeleton and a corresponding sketch.
 Create bodies and assign connections for a motion skeleton.
 Create solid models from a motion skeleton.

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Understanding Skeletons

You can use a skeleton to create the framework of

your design.
Purpose:
 Design Framework
 Common Reference
 Propagate Change
Skeleton Properties:
 First Component
Figure 1 – Skeleton
 No Mass Props
 Blue Color
Contents:
 Datum Features
 Sketches
 Surfaces
Figure 2 – Final Design

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Creating an Assembly Structure

You can begin your design with a populated

assembly structure.
Purpose:
 Up Front Planning
 Top-Down Design
Component Types:
 Skeletons
 Unplaced
 Included
 Packaged
 Bulk Items Figure 1 – Assembly Structure

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Creating Skeletons for Space Claims

You can use skeletons to define and share common

design references.
Purpose:
 Claim 3-D Space for Components
 Common Reference
 Propagate Change
Contents:
 Surfaces Figure 1 – Space Claim
 Datum Features

Figure 2 – Completed Design

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Creating Skeletons for Placement References

You can use skeletons to define placement

references.
Purpose:
 Define component interfaces
 Define placement references
 Propagate change
Contents:
 Sketches
 Surfaces Figure 1 – Placement References
 Datum features

Figure 2 – Component Interfaces Figure 3 – Models Assembled to a Skeleton

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Copying a Model to a Skeleton

You can create a skeleton by copying

another model.

Convert Standard Part to Skeleton:

 Create Standard Part
 Create Assembly
– Create Skeleton Component
– Copy From Existing
– Browse to Standard Part
 Becomes a Skeleton
– Placed in Assembly
– Skeleton Color

Figure 1 – Copy from Existing

Figure 2 – Standard Part Figure 3 – Copied to Skeleton

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Creating Multiple Skeletons

You can add multiple skeletons to your

assembly.
Create Multiple Skeletons:
multiple_skeletons_allowed

Assemble Skeletons:
ByDefault
Constraints
Connections

Techniques: Figure 1 – 3-D Skeleton Models

Independent skeletons
Hierarchy of skeletons
Represent one or many components

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Sharing Skeleton Geometry

You can copy references from a skeleton into

other models.
Publish Geometry Feature:
Identify and Collect

Copy Geometry Feature:

PublishGeometry
Surface Sets
Figure 1 – Copy Geometry
Chains
References

Figure 2 – Geometry Copied from Skeleton

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Creating and Placing Models using Skeleton
References
You can create solid models and place components by
referencing a skeleton.
Create Solid Geometry
 Utilize Copy Geometry
 Surfaces/Planes/Axes
Redefine Unplaced Components
 New Solid Geometry
 Copy Geometry
Changes Propagate Figure 1 – Skeleton

Figure 2 – Complete Assembly Figure 3 – Referencing Model

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Module 3 : Sheetmetal Design Process &
Fundamentals

Assembly (Adv), Sheetmetal Modelling & Detailing - Creo 5.0

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Objectives

After completing this module, you will be able to:

 Create a primary flat wall as the base feature for a sheetmetal design.
 Create some simple secondary walls.
 Add a predefined notch and a predefined form to a sheetmetal model.
 Create a flat state for a sheetmetal model design.
 Create a drawing of the formed and flat state of a sheetmetal design.

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Creo Parametric Sheetmetal Design Process

The typical sheetmetal design process can be summarized by five

high-level steps.
 Primary Walls
 Secondary Walls
 Other Sheetmetal Features
 Flat States
 Detail Drawings Figure 1 – Primary Walls

Figure 2 – Secondary Walls Figure 3 – Other Sheetmetal Features

Figure 4 – Flat States Figure 5 – Detail Drawings

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Sheetmetal Model Fundamentals

It is important to understand some fundamental characteristics of the Sheetmetal mode

in Creo Parametric.

 Constant
thickness
 Driving (green)
and offset (black)
sides
 Formed or flat
 Developed length

Figure 2 – Formed Model

Figure 1 – Wireframe
Display of Driving
(Green) and Offset
(Black) Sides Figure 3 – Flat Pattern
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Understanding Developed Length

Creo Parametric can automatically calculate the developed length of most

sheetmetal bends.
Developed Length (Bend Allowance) can be
determined by:
 System Equation (Y/K Factor)
 Provided Bend Tables (soft, medium and hard
materials)
 User-defined Bend Tables
Figure 1 – Before Bend
 Entered Value
Applied to whole part or to individual features, as
necessary.
N is the Neutral Axis
L = (π/2 x R + y x T) θ/90
 L= Developed Length
 R = Inside Radius
 T = Material Thickness
 θ = Bend Angle (measured as angle of
deflection)
 y = (π/2) * K
 K = δ/T
Figure 2 – After Bend

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Creating a New Sheetmetal Model in Part Mode

There are three methods for creating a new sheetmetal model. One method is to create
a new sheetmetal model in Part mode.

Figure 1 – Creating a New Sheetmetal Model in Part Mode

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Module 4 : Creating Primary & Secondary Sheetmetal Wall Features

Assembly (Adv), Sheetmetal Modelling & Detailing - Creo 5.0

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Objectives

After completing this module, you will be able to:

 Understand the difference between primary and secondary walls.
 Understand the difference between attached and unattached walls.
 Create planar primary walls.
 Create extruded primary walls.
 Create revolved primary walls.
 Create blend primary walls.
 Create offset primary walls.
 Understand other less common types of primary walls.

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Understanding Sheetmetal Wall Features

A wall is any section of

sheetmetal.

Figure 1 – Primary Wall No References

Figure 2 – Secondary Wall Attached Along

Green Edge

Figure 3 – Two Unattached Primary Walls Figure 4 – Secondary Wall Merged at Both Ends

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Creating Planar Walls

A planar wall is a planar, unbent section of

sheetmetal.

Figure 1 – Completed Planar Wall Figure 2 – Planar Wall Icon Location

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Extruded Sheetmetal Wall Features

You can use the Extrude tool to create a primary

wall feature.

Figure 1 – Competed Extruded Primary Wall

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Revolved Sheetmetal Wall Features

You can use the Revolve tool to create a primary

wall feature.

Figure 1 – Completed Revolved Wall Figure 2 – Revolved Wall Icon Location

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Understanding Secondary Walls

Secondary walls are dependent on at least one

primary wall.

Figure 1 – Flat Figure 2 – Flange

Figure 3 – Extruded Figure 4 – Extend

Figure 5 – Twist Figure 6 – Merge

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Creating Secondary Flat Walls

Secondary flat walls are planar walls that are attached to a straight edge of
an existing wall.

Figure 1 – Rectangle Figure 2 – Trapezoid

Figure 3 – L Figure 4 – T

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Using Flange Walls

A flange wall is a folded sheetmetal wall that is attached to straight

or swept edges.

Figure 1 – I Figure 2 – Arc Figure 3 – S Figure 4 – Z

Figure 5 – Open Figure 6 – Flushed Figure 7 – C Figure 8 – Duck

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Using Extruded Walls

You can use the Extrude tool to create extruded walls to handle special
Modelling requirements.
Extruded Walls
 For non-circular bends
 Constant thickness
– Thickness set by primary wall
 No automatic bends
 No automatic thickness side
 No automatic attachment Figure 1 – Elliptical Bend Example
– Merge Walls tool necessary for
attachment

Figure 2 – Wrong side Thickness

Figure 3 – Invalid Attachment

38
Understanding Relief

Bend reliefs and corner reliefs are often necessary when creating
secondary walls.

Figure 1 – No Bend Relief Figure 2 – Rip Bend Relief Figure 3 – Stretch Bend Relief

Figure 4 – Rectangular Bend Relief Figure 5 – Obround Bend Relief

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Understanding Relief

Bend reliefs and corner reliefs are often necessary when creating
secondary walls. (cont'd.)

Figure 8 – Circular Corner

Figure 6 – No Corner Relief Figure 7 – V Notch Corner Relief
Relief

Figure 9 – Rectangular Corner Relief Figure 10 – Obround Corner Relief

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Module 5 : Bending, Unbending & Modifying
Sheetmetal Models

Assembly (Adv), Sheetmetal Modelling & Detailing -

Creo 5.0

41
Objectives

After completing this module, you will be able to:

 Create angle and roll type bends.
 Apply the Regular, Transition, and Planar options for bends.
 Create planar bends.
 Unbend models with the Unbend tool.
 Reform models with the Bend Back tool.
 Use the Flat Pattern tool.
 Create flat states.
 Create split area features.

42
Creating Bend Features

A bend feature adds a bend to a flat section

of the part.

Types of Bend Features:

 Angle Bend
 Roll Bend

Figure 1 – Angle Bend

Figure 2 – Angle Bend From Edge Figure 3 – Roll Bend

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Adding Transition to Bends

A transition deforms the surface between a bend and a section of the model
that is to remain flat.

 Sketch bend line.

 Sketch transition area.

Figure 1 – Original Model with Roll Bend

Figure 2 – First TransitionAdded Figure 3 – Second Transition Added

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Creating Unbend Features

You can unbend both a wall and a bend as long as the material is developable
and able to unbend.

 Unbend types:
– Unbend
• All surfaces and bends or specific areas.
• Rip out deformation areas.
• Optional relief geometry.
– •Cross
Flatten all forms.
Section Driven
• Select or sketch the Xsec Figure 1 – Original Model
curve.
– Transitional

Figure 3 – Sketched Xsec Curve and

Figure 2 – Selected Xsec Curve and Resulting Unbend Resulting Unbend

45
Creating Bend Back Features

You create the bend back feature to return an unbent feature to its original
condition.

 Set the part default fixed geometry in the tool.

 Bend back all bends or select specific areas.
 Use the Bend Control tab to set which
contours are bent back or kept flat.

Figure 1 – Original Model

Figure 2 – Unbend and Extrude Feature Figure 3 – Bend Back: Default and Keep Contour

46
Creating Flat States

A flat state refers to the creation of a flat and formed version of

the part model.
 Create flat states using the following
methods:
– Family tables
– Part simplified representations.
– Wildfire flat state functionality. Figure 1 – Family Table Method

Figure 2 – Formed and Flat State Figure 3 – Simplified Representation Method

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Sheetmetal Cuts

Sheetmetal cuts are created normal to the part surface while solid cuts are created normal
to the sketch plane.

Types of Cuts
 Sheetmetal Cut
– Solid
– Thin
 Solid Cut

Figure 1 – Cut Normal to Surface

Figure 2 – Cut Normal to Sketch Figure 3 – Thin Sheetmetal Cut

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Die Form Features

Your sheetmetal models can be formed using

dies.

Die form features:

 Represents the forming geometry surrounded
by a bounding plane.
 Uses assembly-type constraints to determine
the location. Figure 1 – Die Reference Model
 Uses reference parts to create Die Forms.

Figure 2 – Wall Formed with Die

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Punch Form Features

Your sheetmetal models can be formed using

punches.

Assemble with Dashboard

 On Surface Csys
 Interfaces
Figure 1 – Punch Reference Model
 Constraints
Options
 Round sharp edges
 Exclude Surfaces
 Merge or Inheritance
Figure 2 – Wall Formed with Punch

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Creating Rip Features

You can add rips to your models to help flatten otherwise

unbendable geometry.
 Edge Rip:

– Define sets.
– Define edge treatment and gap setting
per set.
– Edge trimming.
 Surface Rip: Figure 1 – Creating an Edge Rip
– Define sets.
– Action-object workflow enables auto-
complete.
 Sketched Rip:
– Internal or external sketch.
– Flip sketch projection direction.
– Other options.

Figure 3 – Creating a Sketched Rip

Figure 2 – Creating a Surface Rip Feature

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Module 6 : Introduction, Creating New Drawings & Drawing Views

Assembly (Adv), Sheetmetal Modelling & Detailing -

Creo 5.0

52
Objectives

After completing this module, you will be able to:

 Describe the Creo Parametric drawing development process.
 Describe the elements of completed drawings.
 Create drawings by manually adding drawing views and detail items.
 Create drawings using drawing templates.
 Describe the drawing ribbon user interface.
 Use the drawing ribbon user interface to complete detailing tasks.

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Understanding Drawing Concepts

You use drawings for documenting the design of parts and assembly models. They
typically contain two and three-dimensional design model views, as well as dimensions,
notes, and bill of material (BOM) information.
Drawing Concepts: You can place many different items in drawings,
 Document model designs.
including:
 Place model views.  Drawing Formats
 Add detail items.  Drawing Views
 Dimensions
– For example:
Dimensions/Notes/Tables.  Tolerance Information
 Notes and Tables
 Associativity between drawing views and
 Draft Entities and Symbols
models.
– Changes automatically reflected.

Figure 1 – Example Drawing

54
Exploring Drawing Ribbon Commands

Ribbon 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

55
Creating Drawings Using Formats and Sheets

Creating drawings involves selecting a drawing format or sheet size and selecting a
default drawing model.
Creating drawings:
 Specify drawing format
– Retrieve format
 Specify sheet size
– Standard size
• Portrait or
landscape
– Variable size Figure 1 – Specifying the Sheet Size
• Metric or imperial
units
 Select default model

Figure 2 – Example Drawing Format

56
Configuring Drawing Models

A 3-D model must be associated with a drawing before you can place model views on the
drawing. You can add more than one model to a drawing, enabling you to create multi-
model drawings.
Drawing Models: Configuring Drawing Models:
 Drawing and design model associativity.  Use Drawing Models .
 Add models to a drawing:  Use the Set Active Model/Rep in the
– Parts or assemblies. Model Tree.
– Multi-model drawings.
 One active working model.

Figure 1 – Multi-model Drawings One Active Model

57
Adding General Views

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

Specify view location.

Specify view name.
Determine view orientation:
 Named Model Views
 Geometry References
 Specify Rotation Angle

Figure 1 – View Orientation

Figure 2 – Named Model View Figure 3 – Isometric View

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Adding Projection Views

A projection view is an orthographic projection of another view’s geometry along a horizontal

or vertical direction.

Figure 1 – Views Projected from Front View

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Editing Drawing Views

You can perform many operations on a view, either during or

after creation.
Perform view operations:
 Edit View Properties
– View Display
• Display Style/Tangent
Edges
– View Scale
– View Origin
– Aligning Views
 Move Views
– Switch views to another Figure 1 – Scaled Views
sheet
– Delete Views

Figure 2 – View Display Options Figure 3 – Tangent Edge Display

60
Editing Visible View Area

You can edit a view so that only portions of the view

are visible.

Figure 1 – Full View and Half View Figure 2 – Partial View

Figure 3 – Broken View Figure 4 – Full View and Z-Clipped View

61
Adding Detailed Views

A detailed view is a small portion of a drawing view shown enlarged

in another view.

Figure 1 – Example Detailed Views

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Adding 2-D Cross-Section Views

You can configure 2-D cross-section views when placing a view

in a drawing.

Figure 2 – Assembly Cross-Section View

Figure 1 – Cross-Section Views Use 3-D
Model Sections

Figure 3 – Planar Cross-Section View Figure 4 – Offset Cross-Section View

63
Adding Assembly Exploded Views

You can use drawing view states to create exploded

assembly views.

Drawing view state options enable you to

configure different views:
 Explode View
 Simplified Representation
 Combined State

Figure 1 – Explode Offset Lines Figure 2 – Exploded View

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Module 7 : Adding Model Details & Tolerance
Information to Drawings

Assembly (Adv), Sheetmetal Modelling & Detailing -

Creo 5.0

65
Objectives

After completing this module, you will be

able to:
 Add model dimensions and details to drawing views.
 Create driven dimensions in drawing views.
 Create ordinate dimensions in drawing views.
 Manipulate dimensions and detail items in drawings.
 Modify dimension display.

66
Understanding Annotations in Drawings

Model annotations such as 3-D model dimensions and model axes, can be shown
on drawing views.

Model Annotations in Drawings Theory:

 Model Annotations.
– Dimensions, model axes, geometric tolerances, set datum planes.
 Show in drawing views.
– Associative with the model.
 Erase or delete annotations in a drawing.
– Erase — Temporarily remove from display.
– Delete — Remove from display. Not deleted from model.
 Show model dimensions only once.
– Move to different views.
– Create additional (driven) dimensions in the drawing.

Figure 1 – Showing Model Annotations

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Showing, Erasing, and Deleting Annotations

Dimensions and other detail items created in a 3-D model can be

shown in drawings.

 Show various types, based on tab

 Context sensitive, based on selection
 Erase/Unerase
 Delete

Figure 1 – Showing Axes and Dimensions Figure 2 – Show Model Annotations Dialog Box

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Adjusting Dimensions and Detail Items

After dimensions and detail items have been placed on drawings, you can clean them up
using various tools.
Adjusting detail items options:
 Cleanup Dimensions
 Snap Lines
 Manually Move Items
 Align Dimensions
 Change Dimension Scheme Figure 1 – Aligned Dimensions

Figure 2 – Cleaned Up Dimensions with Snap Lines

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Changing Dimension Display

You can customize the display of dimensions in drawings. You can do this globally or for
selected dimensions.
Global dimension display control:
 Drawing setup file options
 Configuration file options
Edit the display of selected dimensions:
 Flip arrows
 Configure witness line display
 Dimension text display
– Dimension Properties dialog box Figure 1 – Flip Arrows

Figure 2 – Witness Line Breaks and Jogs

70
Understanding Dimensional Tolerances

Dimensional tolerances enable you to specify allowable variations in

model dimensions.
Dimensional Tolerances:
 General
 Individual
Tolerance Standards:
 ANSI
 ISO
Figure 1 – ISO Tolerance Example
Tolerance Display Formats:
 Nominal
 Limits
 Plus-Minus
 Symmetric
ISO Tolerance Tables:
 General
 Broken edge
 Holes and shafts
 Tolerance class Figure 2 – Tolerance Formats

71
Configuring Dimensional Tolerances

You can configure dimensional tolerances within models and drawings. You can
configure global default tolerance settings and assign specific tolerances to individual
dimensions.
Default settings for dimensional tolerances: Assigning Individual Tolerances:
 Configuration File Options  Dimension Properties
– tolerance_standard – Tolerance mode
– tol_mode – Tolerance values
– linear_tol – ISO tolerance tables
– angular_tol Switching Tolerance Standards:
– tolerance_class
 ANSI to ISO
– tolerance_table_dir
– Tolerance class
 Drawing Setup File Option
– Specific tolerance
– tol_display tables
 ISO to ANSI
– All ISO tables
removed

Figure 1 – ANSI Dimension Tolerance Properties Figure 2 – ISO Dimension Tolerance Properties

72
Understanding Geometric Tolerances

Geometric tolerances are the maximum allowable deviation from the exact sizes and
shapes specified in a model design.

Geometric tolerances enable you to:

 Specify critical surfaces.
 Document related critical surfaces.
 Provide inspection and deviation
information.
Figure 1 – Geometric Tolerance Example
Geometric Tolerance Types:
 Form  Orientation
– Straightness – Angularity
– Flatness – Parallelism
– Circularity – Perpendicularity

– Cylindricity  Location
 Profile – Position
– Line – Concentricity
– Surface – Symmetry
 Runout
– Circular
– Total
73
Setting Up Geometric Tolerance References

Before you can apply geometric tolerances you must set up certain references including
reference datums and basic dimensions.

Set Up Geometric Tolerance References:

 Basic Dimensions
 Reference Datums
 Inspection Dimensions
 Datum Targets

Figure 1 – Reference Datum

Figure 2 – Basic Dimension Figure 3 – Inspection Dimension

74
Applying Geometric Tolerances

Geometric tolerances are displayed in a standard layout known as a feature control

frame. It is important to understand the elements within a feature control frame.

Feature Control Frame Elements: Creating geometric tolerances involves specifying:

 Geometry Control Tool
– Tolerance Symbol
 Tolerance Zone
– Tolerance Value
– Material Condition
– Symbols
 Datum Reference Frame
– Datum References
 The type of tolerance.
 Model and reference entities.
 Datum references and material conditions.
 Tolerance value and material condition.
 Symbols and modifiers.
 Additional text.

Figure 1 – Feature Control Frame

75
Module 8 : Adding Notes, Symbols, Tables, Balloons & Layers in
Drawings

Assembly (Adv), Sheetmetal Modelling &

Detailing - Creo 5.0

76
Objectives

After completing this module, you will be

able to:
 Add model notes to drawings.
 Create new notes in drawings.
 Edit notes in drawings.
 Edit the display of notes.
 Associate notes with model views and dimensions.

77
Adding and Editing Notes

You can add notes containing textual information to drawings. You typically use them to
convey dimensional, assembly, and process information.

Adding Notes:
 Show model notes.
 Create new notes:
– Type text
– From file
Editing Notes:
 Editing attributes
 Moving notes
 Editing note properties
 Adjusting the text box
 Grouping notes Figure 1 – Editing Note Properties

Figure 2 – Shown 3-D Model Note Figure 3 – Created Drawing Note

78
Using Surface Finish Symbols

You can add surface finish symbols to a drawing using the available standard surface finish
symbols. You can also create and use your own surface finish symbols.

Surface Finish Symbols: Attachment options for placing

 Standard set of generic symbols symbols:
 Location — <load-point>/symbols/surffins  Leader
 Consist of building blocks or groups  Entity
 Types  Normal
 No Leader
– Generic/Machined/Unmachined
 Offset
• Standard/No_value
 Associated with a single surface
– No multiple placements
 User-defined surface finish symbols
– pro_surface_finish_dir

Figure 1 – Symbol Finish Examples and Attachment Options

79
Inserting Tables

You can insert tables into a drawing using either the Table Grid or the Insert Table dialog
box.

 Table Grid:
– Visually drag the desired number of
rows and columns.
– Click in the drawing to place the table.
– The table origin is the upper-left by default.
 You can also use the Insert Table Dialog box.
– Specify table options.
– Select Point dialog box.

Figure 1 – Inserting a Table using the Table Grid

Figure 2 – Inserting a Table Figure 3 – Table Placement Options

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Creating Report Tables

Report tables enable you to create many types of customized reports, including
associative bill of materials in assembly drawings.

Report Tables Overview: Creating Report Tables:

 Customized reports.  Create table.
 Associative information.  Create repeat region.
Repeat Regions:  Add report symbols.
 Update table.
 Expandable cells in tables.
 Set attributes:
 Contain report symbols.
– Duplicates/No
Report Symbols:
Duplicates/ No Dup-
 Add manually or select from list. Level
 Common report parameters: – Recursive/Flat
– asm.mbr.name – Component name
– asm.mbr.type – Component type
– asm.mbr.user defined – Value of user-defined
parameter
– rpt.index – Index number
– rpt.qty – Item quantity

Figure 1 – Bill of Materials Report Table

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Creating BOM Balloons

You can use balloons in conjunction with Bill of Materials tables to detail the location
and number of parts included in the assembly for manufacture.

 Numerous balloon creation options.

 Manipulate placed balloons:
– Merge Balloons
– Split Balloons
– Detach Balloons Figure 1 – Balloon Ribbon Options
– Redistribute Quantity
 Edit BOM balloon settings.

Figure 2 – Viewing Created Balloons Figure 3 – Editing BOM Balloon Properties

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Understanding Layers in Drawings

It is important to understand the differences between layers in

drawings and models.
Drawing Layers Theory:
Organize and control detail items.

Drawing Layers:
From 3-D models.
From drawing templates.
Manually create.
Default layers.

Layer Display in Drawings and Models:

Independent or dependent.
Controlled by drawing setup file options. Figure 1 – Layer Tree in Drawings

Figure 2 – Layer Status Control Figure 3 – Layer Properties Dialog Box

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Using Layers in Drawings

You can use layers in drawings to control the display of detail items such
as dimensions.
Configuring Items in Layers:
 Add Items
– Select manually
– Rules
– Set active
– Default layers
 Edit Layers
 Layer Display
– Hide/Unhide/Isolate Figure 1 – Changing View Status for a
Drawing View
 Save Layer Status
Layer Display — Individual Views
 Control status for selected views.
 Alternatively views drawing dependent.

Figure 2 – Active Drawing View

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Configuring the Drawing Environment

You can configure the drawing environment using drawing-specific configuration file
options and the drawing setup file.

Configuration Files: Drawing Setup Files:

 Global control.  Additional controls.
 Common options:  Drawing-specific characteristics.
– drawing_setup_file  Default drawing setup file:
– highlight_new_dims – Use configuration option.
– enable_shaded_vie  Options saved with drawing:
w_in_ drawings
– Set up ANSI/ISO/DIN/JIS
– create_drawing_dims
standards.
_only
– draw_models_read_o  Editing options.
nly – Sort by:
• Category
• Alphabetically

Figure 2 – Editing Drawing Setup File

Figure 1 – Drawing Setup File Changes

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