T3905-390-02 SG-Ins Exc EN PDF

Detailing using Creo Parametric 2.
T3905-390-02
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Training Agenda
Day 1
Module 01 Introduction to Drawings
Module 02 Creating New Drawings
Module 03 Creating Drawing Views
Day 2
Module 04 Adding Model Details to Drawings
Module 05 Adding Notes to Drawings
Module 06 Adding Tolerance Information
Module 07 Adding Draft Geometry and Symbols
Day 3
Module 08 Using Layers in Drawings
Module 09 Creating and Using Tables in Drawings
Module 10 Using Report Information in Drawings
Module 11 Creating Drawing Formats
Module 12 Configuring the Drawing Environment
Module 13 Managing Large Drawings
Table of Contents
Detailing using Creo Parametric 2.0
Creating New Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Creating Different Drawing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Creating Drawing Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Creating Gearbox Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Creating Gearbox Cross-Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Adding Model Details to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Adding Dimensions to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Adding Notes to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Creating Notes in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Adding Tolerance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Configuring Dimensional Tolerances in the Piston . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Creating and Editing Geometric Tolerances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
Adding Draft Geometry and Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Adding Draft Geometry to a Drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Creating and Using Generic Symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
Using Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Managing Layers in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Creating and Using Tables in Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Creating a Revision Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Using Report Information in Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Adding a Bill of Materials Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Creating Drawing Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1
Creating an A2 Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Managing Large Drawings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1
Managing Drawings for the Drill Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2
Module 2
Creating New Drawings
2012 PTC Module 2 | Page 1

Exercise 1: Creating Different Drawing Templates
Objectives
After successfully completing this exercise, you will be able to:
Create drawing templates.
Place different types of views on drawing templates.
Place tables on drawing templates.
Scenario
You need to reduce the time it takes to create drawings. You also need to maintain company
standards with regard to the information contained within drawings. You create both part and
assembly drawing templates to achieve these objectives.
Close Window Erase Not Displayed
Drawing\Templates_Creating NO FILES OPEN
Task 1: Create an A2 assembly drawing template.
1. Initiate a drawing template.

Click New from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type TEMPLATE_ASSEMBLY_A2_SIZE as the name of the drawing.
Clear the Use Default Template check box.
Click OK.
2. Configure the drawing options.
Ensure that the default model is edited to
None.
Select the Empty with format option.
Click Browse. In the Open dialog box, click
Working Directory .
Select A2_SIZE_FORMAT.FRM as the format.
Click Open, and then click OK.
When prompted, type &drawn_by for the
drawn_by parameter, and press ENTER.
Notice an A2 format is placed on the drawing.
3. Switch to drawing template mode.
In the ribbon, select the Tools tab.
Click Template from the Applications
group.
The drawn_by parameter is utilized when the drawing template is used to create a new
drawing.
Module 2 | Page 2 2012 PTC

Task 2: Place a template view.
1. Create an exploded template view.

In the ribbon, select the Layout tab.
Click Template View from the Model Views
group.
Type 3D_EXPLODED in the View Name text
box.
Notice that by default the View Type is set to
General.
Type 3D_VIEW in the Orientation text box.
Type EXP in the Explode text box.
Select the Scale check box, and type 1.5 in
the View Scale text box.
Click Model Display, and ensure that the
check box is selected. Select the No Hidden
option.
Click Place View, and select a location in the
center of the drawing.
Click OK from the Template View Instructions
dialog box.
Task 3: Add a bill of materials table to the drawing.
1. Insert the table BOM.TBL.

In the ribbon, select the Table tab.
Click Table From File from the Table group
Click Working Directory .
Select the BOM.TBL table.
Click Open.
Place the table in the lower-right corner of the
drawing, as shown.
When utilizing the drawing template, the bill of materials table populates with information
when an assembly model is placed in the drawing.
2. Save the template drawing and erase all objects from memory.
Click Save from the Quick Access toolbar.
Click OK in the Save Object dialog box.
Click Close from the Quick Access toolbar to close the drawing window.
In the ribbon, click Erase Not Displayed from the Data group.
Click OK to erase all objects from memory.

Task 4: Create a part drawing template.
1. Initiate a drawing template.

Click New from the Quick Access toolbar.
In the New dialog box, select Drawing as the type.
Type TEMPLATE_PART_A2_SIZE as the name of the drawing.
Clear the Use Default Template check box.
Click OK.
2. Configure the drawing options.
Ensure the default model is edited to None.
Select the Empty with format option.
Click Browse, and in the Open dialog box, click Working Directory .
Select A2_SIZE_FORMAT.FRM as the format.
Click Open, then click OK.
When prompted, type &drawn_by for the drawn_by parameter, and press ENTER.
Notice an A2 size drawing format is placed on the drawing.
3. Switch to drawing template mode.
Click Template from the Applications group.
Task 5: Add template views to the drawing.
1. Place the first template view.

Click Template View from the Model Views
group.
Type FRONT_VIEW in the View Name text
box.
Notice the Orientation is set to FRONT by
default.
option.
Select the Dimensions check box, then select
the Create Snap Lines check box.
Type 0.5 for the Incremental Spacing, and
type 0.75 for the Initial Offset.
Click Place View, select a location in the
lower-left of the drawing, as shown.
Keep the Template View Instructions dialog
box open.

2. Place a projected view.
Click New in the Template View Instructions dialog box.
Type RIGHT_PROJ in the View Name text box.
Select Projection as the View Type.
Notice the FRONT_VIEW is automatically configured as the parent view.
Click Model Display, and ensure that the check box is selected. Select the No Hidden
option.
Click Dimensions, and ensure that the check box is selected.
If necessary, select the Create Snap Lines check box.
Type 0.5 for the Incremental Spacing, and type 0.75 for the Initial Offset.
Click Place View, and select a location to the right of the front view, as shown.
Keep the Template View Instructions dialog box open.
3. Place a second projected view.

Click New in the Template View Instructions
dialog box.
Type PLAN in the View Name text box.
Select Projection as the View Type.
Notice the FRONT_VIEW is automatically
configured as the parent view.
option.
Click Dimensions, and ensure that the check
box is selected.
If necessary, select the Create Snap Lines
check box.
Type 0.5 for the Incremental Spacing, type
0.75 for the Initial Offset.
Click Place View, and select a location above
the front view, as shown.
Keep the Template View Instructions dialog
box open.

4. Place a 3-D general view.
Click New in the Template View Instructions
dialog box.
Click View States, and ensure that the check
box is selected.
Type 3D_VIEW in the View Name text box.
Type 3D_VIEW in the Orientation text box.
option.
Click Place View. Drag a window to specify
the bounding box for the view, above the
RIGHT_PROJ view, as shown.
Note that the location and scale of the view is
controlled by the bounding box.
Click OK from the Template View Instructions
dialog box.
5. Save the template drawing and erase all objects from memory.
Click Close from the Quick Access toolbar to close the drawing window.
Click Erase Not Displayed from the Data group.

This completes the exercise.

Module 3
Creating Drawing Views

Exercise 1: Creating Gearbox Views
Objectives
Configure different general and projection views to develop the GEARBOX_FRONT.PRT drawing.
Scenario
Drawing_Views\Gearbox_Views GEARBOX.DRW
Task 1: Add a general view.
1. Place the first general view.

Disable all Datum Display types.
Click General from the Model Views group.
Click OK to accept No Combined State.
Select a location in the center of the drawing,
as shown.
2. Configure the view orientation.
Select the saved view name BACK from the
Model View Names list.
Click Apply.
3. Configure the view display.
Select the View Display category.
Edit the Display style to No Hidden.
Click OK.
Regardless of the current display setting in the environment, the initial display of drawing
views is controlled by the drawing setup option model_display_for_new_views. You can
change this if required.
Task 2: Add projection views.
1. Edit the drawing setup file.

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

2. Add the left projection view.
Select the first general view on the drawing.
Ensure the view is highlighted.
Right-click and select Insert Projection View.
Select a location to the left of the general view,
as shown.
Notice how the view display for the new view
is now set to no_hidden by default.
3. Add the right projection view.
Select a location to the right of the general
view, as shown.
4. Add the top projection view.

Select a location above the general view, as
shown.
5. Move the projection views.

If necessary, right-click and select Lock View
Movement to clear the check mark, and
enable views to be moved.
Select each projection view individually, and
move to a new location, as shown.
Notice each projection move can only move
along its projected direction.

Task 3: Add a scaled view and a partial view.
1. Place a general view.

Click in the background to ensure no views
are selected.
Right-click and select Insert General View.
Select No Combined State and click OK.
Select a location above the right projection
view, as shown.
2. Configure the view scale.
Select the Scale category.
Select the Custom scale option.
Type 0.75 in the Custom scale text box.
Click OK.
3. Place another general view.

are selected.
Select a location to the right of the scaled
view, as shown.
4. Configure the view orientation and the view
scale.
Select the saved view name 3D_BACK from
the Model View Names list.
Click Apply.
Select the Scale category.
Select the Custom scale option.
Type 1.5 in the Custom scale text box.
Click Apply.

5. Configure a partial view.
Select the Visible Area category.
Select Partial View from the View visibility
drop-down list.
Select a reference point on the model
geometry, as shown.
Sketch a spline to create a boundary around
the reference point.
Middle-click to complete sketching the spline.
Click OK.
6. Save the drawing and erase current objects from memory.

Click Close from the Quick Access toolbar.
Click OK to erase current objects from memory.

Exercise 2: Creating Gearbox Cross-Section Views
Objectives
Configure different cross-section views to develop the GEARBOX_FRONT.PRT drawing.
Scenario
Drawing_Views\Gearbox_Cross-Section GEARBOX.DRW
Task 1: Create cross-section views from existing projection views.
1. Disable all Datum Display types.

2. Re-configure an existing projection view.
Select the right projection view, as shown.
Right-click and select Properties.
Select the Sections category.
Select the 2D cross-section option.
Click Add Section .
Select section A from the Name list of
cross-sections.
Click OK in the Drawing View dialog box.
3. Add section arrows to the general view.

With the section view still selected, right-click
and select Add Arrows.
Select the general view.
Notice section arrows are added to the general
view, as shown.

4. Create a second cross-section view.
Select the top projection view, as shown.
Click Add Section .
Select section B from the Name list of
cross-sections.
Click OK in the Drawing View dialog box.

With the top section view still selected,
right-click and select Add Arrows.
view, as shown.
6. Move the section B-B view name note.

Select the section B-B view note.
Relocate the view note below the section view,
as shown.
Task 2: Create an auxiliary cross-section view.
1. Place an auxiliary view.

are selected.
Click Auxiliary from the Model Views
group.
From the model tree, select datum plane
DTM8 as the front surface in the general view
to determine the view orientation.
Select a location above and to the right of the
general view, as shown.

2. Configure a cross-section view.
With the auxiliary view still selected, right-click
and select Properties.
Click Add Section .
Select section C from the Name list of
cross-sections.
Click OK from the Drawing View dialog box.
3. Move the section C-C view name note for the
auxiliary cross-section.
Select the section C-C view note, as shown.
Relocate the view note below the auxiliary
section view.

Select the auxiliary section view. Right-click
and select Add Arrows.
view, as shown.
Task 3: Create a sectioned detailed view.
1. Configure a detailed view.

are selected.
Click Detailed from the Model Views group.
Zoom in to view section A-A.
Select an edge on the model, as shown, to
specify the center of the detailed view.
Select points to sketch a spline boundary, as
shown. Middle-click when finished.

2. Place the detailed view.
Click Refit from the In Graphics toolbar.
Select a location to the left of section B-B, as
shown.
Notice a note is added to the parent view.
You can edit the detailed view scale. You can also edit the reference note associated
with the detailed view.
Task 4: Modify the cross-hatching on section A-A.
1. Select the cross-hatching on section A-A, as

shown.
2. Right-click and select Properties.
Click Spacing > Half.
Click Angle > 135. Notice the cross-hatching
update.
Click Done.

Task 5: Add a 3D section view.
1. Place a general view.

Click in the background to de-select any
highlighted items.
Select a location to the right of section A-A,
as shown.
2. Configure the view orientation.
Select the saved view name, 3D_SECTION,
from the Model View Names list.
Click Apply.
3. Configure the 3D section view.
Notice 3D_XSEC is the only 3D cross-section
available.
Ensure the Show X-Hatching check box is
selected.
Click OK.


Module 4
Adding Model Details to Drawings

Exercise 1: Adding Dimensions to Drawings
Objectives
Add dimensions to drawing views.
Modify the location of dimensions.
Edit the display of dimensions.
Edit global dimension properties.
Scenario
You have been assigned to add details to the clutch shoe drawing. You must also maintain the
company drawing standards. You do this by adding model dimensions to drawing views, modifying
the location of dimensions and editing the display of dimensions.
Drawing_Details\Dimensions_Adding
CLUTCH_SHOE_LEFT.DRW
Task 1: Add model dimensions to the drawing and move dimensions in the drawing.

2. Review the layout of views on the drawing.

3. Show dimensions by feature.
Select the Annotate tab from the ribbon.
Click Show Model Annotations from the
Annotations group.
Select the feature MAIN_PROTRUSION from
the model tree. Notice the feature geometry
highlights on the drawing.
Notice the dimensions are shown on the front
and projection views.
Click Select All and then click OK in the

dialog box.
Click in the background to de-select all
highlighted dimensions.
4. Move a dimension to another view.
Select the 46.5 diameter dimension on the
front view.
Right-click and select Move Item to View.
Select the cross-section view.
Notice the dimension has moved to the
selected view.
Dimensions can also be placed on 3-D views if the drawing setup file option
allow_3d_dimensions is set to yes.

5. Move more dimensions to the cross-section
view.
Drag a window across the front view to select
all the dimensions in that view.
Right-click and select Move Item to View.
Select the cross-section view.
Notice the dimensions have moved to the
selected view.
6. Show dimensions by feature in a selected view.

Annotations group.
Select the feature F6(CUT_1) on detail 1 view,
as shown.
Click Select All and then click OK from
the dialog box.
7. Show more dimensions by feature in a selected
view.
Annotations group.
Select the feature F7 (CUT_2) in the detail 2
view, as shown.
Notice model dimensions appear in the
selected view.
Click Select All and then click OK in the
dialog box.

8. Rearrange the shown dimensions.
Select each newly shown dimension and
move it to a new location using drag handles.
9. Continue showing dimensions.

Annotations group.
Right-click where shown and select the feature
F11 (SLOT_1) in the detail 1 view.
Click Select All and then click OK from

the dialog box.
Task 2: Manipulate dimensions on the drawing.
1. Move the shown dimensions in the detail 1 view

using drag handles.
Select each newly shown dimension and
move it to a new location using drag handles.

2. Flip arrows on selected dimensions in the detail
1 view.
Press CTRL, select both the linear vertical
2 dimensions, and select both the linear 3
dimensions.
With all four dimensions selected, right-click
and select Flip Arrows.
Notice the arrows are flipped on the four
selected dimensions.
With all four dimensions still selected,
right-click and select Flip Arrows again.
3. Flip arrows on a diameter dimension.

Select the 2 diameter dimension, in the detail
1 view.
Right-click and select Flip Arrows.
Notice the arrows are updated.
Right-click and select Flip Arrows again.
Notice the arrows are updated again.

4. Edit the display of the radius dimension.
Select the 1 radius dimension, in the detail 1
view.
Right-click and select Flip Arrows.
Notice the arrows are updated.
Drag the dimension to a new location, as
shown.
5. Move and align dimensions in the detail 1 view.

Select the left vertical 2 dimension.
Drag it to a new location, as shown.
Press CTRL and select the vertical 3
dimension.
Right-click and select Align Dimensions.
Notice the dimensions are now aligned.

6. Change the arrow head style on a dimension.
Zoom into the vertical 3 dimension in the detail
1 view.
Cursor over the top arrow for the dimension
and select it.
Right-click and select Arrow Style.
Click Filled Dot > Done/Return.
Notice the arrow updates, as shown.
7. Change the display of the diameter dimension to

linear in the detail 1 view.
Select the 2 diameter dimension, in detail view
1.
Right-click and select Show as linear.
Right-click and select Edit Attachment.
Rotate the dimension to a new location, as
shown.

8. Move the diameter dimension in detail view 1
using drag handles.
Select the 2 diameter dimension, in the detail
1 view.
Move the dimension to a new location using
drag handles.
9. Add a jog to a witness line on the diameter
dimension in the detail 1 view.
Click Jog from the Annotations group
Select the 2 diameter dimension in the detail
1 view.
Select a location on the right witness line to
specify the jog point.
Drag the jog point to a new location, as shown.
Click to locate the new position for the jog
point.
Middle-click twice to exit creating jogs.
Task 3: Adjust dimensions in the cross-section view.
1. Clean up dimensions in the cross-section view.

Drag a window to select all the dimensions in
the cross-section view, as shown.
Right-click and select Cleanup Dimensions.
In the Clean Dimensions dialog box, type 15
in the Offset text box.
Type 10 in the Increment text box.
Ensure the Create Snap Lines check box is
selected.
Click Apply. Click Close.
Notice the dimensions have been cleaned up
and snap lines have been created.

Task 4: Add a driven dimension and a reference dimension to the cross-section view.
If a dimension scheme does not meet required drawing standards you can either edit the
dimension scheme or remove unwanted dimensions, and create driven dimensions.
1. Remove a selected diameter dimension on the

cross-section view.
Select the 46.5 diameter dimension in the
cross-section view, as shown.
Right-click and select Delete.
2. Move a linear dimension in the cross-section
view using drag handles.
Select the 36.5 linear dimension, in the
cross-section view.
Move the dimension to a new location using
drag handles.
3. Add a driven radius dimension to the

cross-section view.
Select Dimension - New References from
the Dimension types drop-down menu in the
Annotations group.
Select the curved edge on the model, as
shown.
Middle-click to place the dimension on the
drawing.
Click Return.

4. Add a reference dimension.
Select Reference Dimension - New
References from the Reference
Dimension types drop-down menu in the
Annotations group.
Select the vertical edge of the model, as
shown.
Select the curved edge on the model, as
shown.
Middle-click to place the dimension on the
drawing.
When prompted click Tangent to dimension
with respect to the tangent edge of the arc.
Click Return.
Task 5: Edit a dimension to display in symbolic form.
1. Edit the dimension text display for a dimension.

Select the 36.5 linear dimension in the
cross-section view, as shown.
Select the Display tab.
Edit @D to @S.
Select the Properties tab.
Type SHOE_WIDTH in the Name text box.
Click OK.
You can edit the dimension back so it displays the numeric form by changing @S to @D.
This can be done at anytime.

Task 6: Globally change the display of dimensions on the drawing.
1. Edit the drawing setup file.

Click File > Prepare > Drawing Properties .
In the Detail Options section, click change
in the Detail Options row.
Click Find and type lead_trail_zeros in the
type keyword box.
Click Find Now.
Select the lead_trail_zeros option.
Edit the Set value to std_english using the
drop-down box.
Click Add/Change. Click Close.
Click OK. Click Close.
In the ribbon, select the Review tab.
Click Update Sheets from the Update
group.
Notice trailing zeros are displayed after the
decimal place on all applicable dimensions.
Click OK from the Save Object dialog box.

Module 5
Adding Notes to Drawings

Exercise 1: Creating Notes in Drawings
Objectives
Add model notes to a drawing.
Create new notes in a drawing.
Edit notes in a drawing.
Use data from text files in notes.
Create parametric notes in a drawing.
Edit the display of notes.
Associate notes with model views and dimensions.
Scenario
You need to add notes and other model information to the fuel tank drawing. You want to use as
much parametric information from the design model as possible, so that the drawing is updated
with the design model.
Drawing_Details\Notes_Creating FUEL_TANK.DRW
Task 1: Show a 3-D note from the design model in the drawing.

2. In the ribbon, select the Annotate tab.
3. Click Show Model Annotations from the
Annotations group.
4. Select the general view, as shown.
5. Select the Note Tab in the Show Model
Annotations dialog box.
6. Select the Show check box.
7. Notice a 3-D model note appears in the selected
view.
8. Click OK.
9. Select the MOUNTING HOLES note.
10. Drag the note to a new location, as shown.
11. Click in the background to de-select any items.

Task 2: Create a note in a drawing.
1. Click Note from the Annotations group.

2. Ensure No Leader, Enter, Horizontal,
Standard and Default are selected.
3. Click Make Note.
4. Select a location on the left side of the drawing,
as shown.
5. Type STRICTLY CONFIDENTIAL.
6. Press ENTER twice.
7. Click Done/Return.
8. Click in the background to de-select any
highlighted items.
Task 3: Edit the text style of the note.
1. Select the strictly confidential note, as shown.

3. Select the Text Style tab.
4. Clear the Default check box for the font.
5. Edit the font to filled.
6. Clear the Default check box for the Height.
7. In the Height text box, type 8.
8. Select the Underline check box.
9. In the Slant Angle text box, type 5.
10. Click OK.
11. Click in the background to de-select any
highlighted items.
You can save and apply text styles to selected text. You can do this when initially creating
notes or when editing notes.
Task 4: Insert a text note by retrieving a text file.

2. Ensure No Leader, File, Horizontal, Standard,
and Default are selected.
3. Click Make Note.
4. Select a location for the note below the strictly
confidential note.
5. In the Open dialog box, select QUOTATION_
STAMP.TXT and click Open.
6. Notice a new note appears.
8. Click in the background to de-select highlighted
items.

Task 5: Edit and format the note created from the file.
1. Re-size the text box of the note.

Select the previously created note from the
file.
Cursor over the right side of the text box.
Drag the text box to the left.
Notice the text wraps inside the text box, and
the number of lines in the note increases.
Re-size the text box, as shown.
2. Edit the text in the note.

With the note still selected, right-click and
select Properties.
Edit the note, as shown.
Click OK.
Click in the background to de-select
highlighted items.
Task 6: Move notes to a new location.
1. Drag a window to select both notes.

2. Drag the notes into the lower-left corner of the
drawing, as shown.
highlighted items.

Task 7: Create a note with a leader.

2. Ensure With Leader, Enter, Horizontal,
3. Click Make Note.
4. Click On Entity and Double Arrow.
5. Select an edge on the hole shown in the general
view.
6. Click Done.
7. Select a location for the note to the left of the
general view.
8. Select the Diameter symbol from the Text
Symbol palette.
9. Type 4.0 AIR TRAP VENT HOLE.
11. Notice the note displays the diameter symbol
before the typed text.
items.
You can edit the double arrow leader by selecting the leader, right-clicking and selecting
Edit Attachment.
Task 8: Insert a jog in the note leader.
1. Select the leader of the note created in the

previous task.
2. Right-click and select Insert Jog.
3. Select a location on the leader line to specify
the jog point.
4. Drag the jog point to a new location, as shown.
5. Click to locate the new position for the jog point.
6. Middle-click to stop creating jogs.
You can delete jogs by selecting them, right-clicking, and selecting Delete.
Task 9: Edit the note appearance and modify the leader position.
1. Re-size the text box of the note.

Ensure the previously jogged note is still
selected.
Cursor over the left side of the text box.
Drag the text box to the right to create a two
line note, as shown.

2. Create boxes around the note and change the
leader position.
Ensure the previously jogged note is still
selected.
Type @[ at the beginning of the first line.
Type @O (letter not number), at the beginning
of the second line.
Type @] at the end of the second line.
Click OK.
Notice each line of the note is now enclosed
by a box, and the leader is now attached to
the second line of the note.
If necessary, re-size the text box as shown.
highlighted items.
Task 10: Insert a parametric note for the thread on the spout.
1. Zoom in to view Detail 1.

3. Ensure No Leader, Enter, Horizontal,
4. Click Make Note.
5. Select a location below the detail view.
6. Notice the dimensions switch to symbolic values.
7. Type RIGHT HANDED THREAD.
8. Press ENTER once.
9. Type PITCH = &d133.
10. Press ENTER once.
11. Type HEIGHT = &d136.
13. Notice the pitch and height dimensions have
been removed from the view, and the note
reflects these values.
items.

Task 11: Group a note with a view.
1. Select the note created in the previous task.

2. Select Relate to View in the Group group.
3. Select view DETAIL 1.
4. Ensure that the note is related to the view.
5. Select view DETAIL 1 again.
6. If necessary, right-click and select Lock View
Movement to enable view movement.
7. Move the view to a new location, as shown.
8. Notice the note has moved with the view.
Task 12: Group a note with a dimension.
1. Insert a note next to a dimension.

Zoom in to the section y-y view.
Click Note from the Annotations group.
Ensure No Leader, Enter, Vertical, Standard
and Default are selected.
Click Make Note.
Select a location for the note next to the
vertical 59 dimension, as shown.
Type OVERALL HEIGHT.
Press ENTER twice.
Click Done/Return.
2. Relate the note to the dimension.

With the note still selected, select Relate to
Object in the Group group.
Select the vertical 59 dimension.
Drag the 59 dimension to a new location, as
shown.
Notice the note moves with the dimension.
highlighted items.

3. Save the drawing and erase all objects from memory.

Module 6
Adding Tolerance Information

Exercise 1: Configuring Dimensional Tolerances in the
Piston
Objectives
Configure dimensional tolerances in a model.
Configure dimensional tolerances in a drawing.
Control the display of dimensional tolerances.
Scenario
You have been assigned the task of adding dimensional tolerances to the piston drawing.
Drawing_Details\Dimensions_Tolerances PISTON.PRT
Task 1: Add tolerances to dimensions in the design model.

2. Display tolerances in the model.
Click File > Options.
In the Creo Parametric Options dialog box,
select the Entity Display category.
Select the Show dimension tolerances
check box.
Click OK.
Click NO in the Creo Parametric Options
dialog box.
Notice that the default ANSI tolerance values
appear in a table at the bottom of the graphics
window.
3. Add a plus-minus tolerance in the model.
Select the EXTRUDE_1 feature in the model
tree. Right-click and select Edit.
Select the 30.5 diameter dimension.
Edit the Tolerance mode to Plus-Minus.
Type 0.00 in the Upper tolerance text box.
Type 0.02 in the Lower tolerance text box.
Click OK.
Notice the updated dimensional tolerance now
appears.

4. Add a limits tolerance in the model.
With the model dimensions still displayed,
select the 14.0 linear dimension.
Edit the Tolerance mode to Limits.
Click OK.
Notice the updated dimensional tolerance now
appears.
5. Add another limits tolerance in the model.

With the model dimensions still displayed,
select the 16.0 linear dimension.
Edit the Tolerance mode to Limits.
Type 15.98 in the Lower limit text box.
Click OK.
Notice the updated limits dimension.
Click Regenerate from the Quick Access
toolbar.
It was necessary to regenerate the model because changing the lower tolerance value
had changed the nominal value.

Task 2: Show dimension tolerances in the drawing.
1. Display tolerances in a drawing.

Click Open from the Quick Access toolbar.
Select PISTON.DRW and click Open.
Notice that tolerances are not displayed in the
drawing.
Click File > Prepare > Drawing Properties.
In the Drawing Properties dialog box, click
change in the Detail Options row.
Type tol_display in the Option text box.
Select Yes for the value.
Click Add/Change. Click OK.
Click Close.
Click Repaint from the In Graphics toolbar.
Tolerance display in drawings is controlled through the drawing setup option tol_display,
not the Environment option.
2. Edit a tolerance in the drawing.
Select the Annotate tab in the ribbon.
Select the 30.5 diameter dimension.
Type 0.01 in the Upper tolerance text box.
Click OK.
Note, you can edit dimensional tolerances in
both models and drawings.
You can edit tolerance values directly in the drawing. Select a tolerance value, right-click,
and select Edit Value.
Task 3: Add a tolerance to a dimension in the drawing.
1. Zoom in to the Section A-A view.

2. Add a tolerance to a hole feature dimension.
Select the 8 diameter dimension.
Edit the Tolerance mode to Plus-Minus.
Clear the Default check box.
Type 3 in the Decimal Places text box.
Type +0.010 in the Upper tolerance text box.
Type 0.005 in the Lower tolerance text box.
Click OK.

Task 4: Configure ISO tolerances in a model and a drawing.
1. Change the tolerance standard in the model to ISO.

Click Windows from the Quick Access toolbar and select PISTON.PRT.
Click File > Prepare > Model Properties.
In the Features and Geometry section, click change in the Tolerance row.
Click Standard > ISO/DIN.
Click Yes to regenerate the model.
2. Change the tolerance class.
Click Model Class > FINE. Click Yes to regenerate the model.
3. Add tolerance tables to the model.
Click Tol Tables > Retrieve.
Select HOLE_G.TTL, and click Open.
Click Tol Tables > Retrieve.
Select SHAFT_D.TTL, and click Open.
Click Done/Return.
Click Close in the Model Properties dialog box.
4. Activate the drawing.
Click Windows from the Quick Access
toolbar and select PISTON.DRW.
Notice the dimensional tolerance values have
changed because the model is now controlled
by ISO tolerance tables.
Observe the dimensional tolerances on the 8
diameter dimension in view Section A-A.
5. Apply the shaft tolerance table to a shaft

diameter.
Select the 30.5 diameter dimension in the top
view.
Edit the Tolerance table to Shaft.
Select 6 from the Table name drop-down list.
Click OK.
Notice the tolerance values are now taken
from the shaft tolerance table.

6. Apply the hole tolerance table to the a diameter.
Select the 8 hole diameter dimension in view
Section A-A.
Edit the Tolerance table to Hole.
Select 4 from the Table name drop-down list.
Type 3 in the Decimal Places text box.
Click OK.


Exercise 2: Creating and Editing Geometric Tolerances
Objectives
Create geometric tolerances in drawings.
Edit geometric tolerances in drawings.
Create basic dimensions.
Create reference datums.
Create inspection dimensions.
Scenario
You need to add geometrical tolerances to the engine block drawing. This information enables
correct manufacture and inspection of the component.
Drawing_Details\Gtol_Creating-Editing ENG_BLOCK_FRONT.DRW
Task 1: Configure a basic dimension and an inspection dimension.

2. Configure a basic dimension.
Zoom in to the top view on the drawing.
Select the 45 vertical dimension in the top
view.
Select the Basic option.
Click OK.
Click in the background to de-select all items.
Notice the dimension is now displayed in a
feature control frame.
3. Configure an inspection dimension.

Zoom in to the Section A-A view on the
drawing.
Select the 66 diameter dimension in the view.
Select the Inspection option.
Click OK.
Notice the dimension is now displayed as an
inspection dimension.

Task 2: Create reference datums in the drawing.
1. Create a reference datum plane.

Select Model Datum Plane from the
Model Datum types drop-down menu in the
Annotations group.
Type A in the Name text box.
Click Set Datum to specify the datum

plane appearance.
Click On Surface in the Definition area.
Select the front surface of the model in the
front view, as shown.
Click OK.
Notice the reference datum plane is displayed
in the four projected views, including the top
view.
2. Move the set datum plane in the top view.
Select the set datum plane A in the top view.
3. Create a reference datum axis.

Select Model Datum Axis from the
Model Datum types drop-down menu in the
Annotations group.
Type B in the Name text box.
Click Set Axis to specify the datum axis

appearance.
Click Define in the Definition area.
Click Thru Cyl in the Datum Axis menu.
Select the revolved surface of the model in the
general view, as shown.
Click OK.
Notice the reference datum axis is displayed
in all drawing views.
4. Configure the display of datum axis B in the
drawing.
Press CTRL and select the set datum axis B
in the two 3-D views, as shown.
Right-click and select Erase.
Click Repaint from the In Graphics toolbar.
Notice the two selected datum axes no longer
appear.

5. Move the set datum axis in the Section A-A view.
Select the set datum axis B in the Section A-A
view.
Task 3: Create a geometric tolerance for parallelism between the front and rear surfaces of the
component.
1. Start creating the geometric tolerance for

parallelism.
Click Geometric Tolerance from the
Annotations group.
In the Geometric Tolerance dialog box, select
the Parallelism tolerance option.
For the Reference Type, select Surface from
the drop-down list.
Select the rear model surface in the top view,
as shown.
For the Placement Type, select With Leader
from the drop-down list.
Click On Entity > Arrow Head.
Select the edge in the top view, as shown.
Click Done.
Select a location for the tolerance above and
to the left of the top view, as shown.
2. Configure the Datum Refs tab.

Select the Datum Refs tab.
Select A from the Basic drop-down list.
Notice RFS (no symbol) is configured for the
material condition.
3. Configure the Tol Value tab.

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

4. Configure the Symbols tab and complete the
configuration of the geometric tolerance.
Select the Symbols tab.
Select the Statistical Tolerance check box.
Click OK to complete the configuration.
Task 4: Create a geometric tolerance for concentricity on a cylindrical surface.
1. Start creating the geometric tolerance for

concentricity.
Click Geometric Tolerance from the
Annotations group.
In the Geometric Tolerance dialog box, select
the Concentricity tolerance option.
For the Reference Type, select Surface from
the drop-down list.
Select the cut surface in the front view, as
shown.
For the Placement Type, select With Leader
from the drop-down list.
If necessary, click On Entity > Arrow Head.
Select the cut edge, in the Section A-A view,
as shown.
Click Done.
Select a location for the tolerance above and
to the left of the Section A-A view, as shown.
Notice the placed geometric tolerance has retained some options from the previously
created parallelism geometric tolerance. These options update as you continue the
configuration.
2. Configure the Datum Refs tab.
Select the Datum Refs tab.
Select B from the Basic drop-down list.
Notice RFS (no symbol) is configured for the
material condition.
3. Configure the Tol Value tab.
Select the Tol Value tab.
Type 0.001 in the Overall Tolerance text box.

4. Configure the Symbols tab and complete the
configuration of the geometric tolerance.
Select the Symbols tab.
Clear the Statistical Tolerance check box.
Select the Diameter Symbol and Free State
check boxes.
Click OK to complete the configuration.
Task 5: Edit the parallelism geometric tolerance in the drawing.
1. Select the parallelism geometric tolerance, in the

top view, as shown.
3. Select the Tol Value tab.
4. Select MMC from the Material Condition
drop-down list.
5. Click OK to complete the configuration.
You can modify geometric tolerances after you place them on a drawing.


Module 7
Adding Draft Geometry and Symbols

Exercise 1: Adding Draft Geometry to a Drawing
Objectives
Import 2-D drawing data into a drawing.
Create draft geometry in a drawing.
Edit draft geometry in a drawing.
Use existing draft geometry when creating draft entities.
Scenario
You have been assigned the task of making minor edits to a drawing. This involves adding draft
geometry to a drawing and editing the draft geometry.
Drawing_Details\Draft_Geometry TRIGGER_DRAFTED.DRW
Task 1: Import 2-D drawing data into a drawing.

2. Click the Insert group drop-down menu and select Import Drawing/Data .
3. Click Working Directory .
4. Select TRIGGER_DRAWING.IGS.
5. Click Open.
Select the No Views option.
Select the Automatically Associate Dimensions check box.
Clear all other check box selections.
Click OK.
Notice drawing data is imported into the drawing.

Task 2: Temporarily hide drawing dimensions.
1. In the ribbon, select the Annotate tab.

2. Select Dimension from the Selection Filter drop-down list in the Status bar.
3. Drag a window to select all dimensions in the drawing.
Right-click and select Erase.
Click in the background to de-select any items.
Notice all dimensions are no longer displayed.
4. Select General from the Selection Filter drop-down list in the Status bar.
Task 3: Create 2-D draft geometry in the front view.
1. Zoom in to the front view in the drawing.

2. In the ribbon, select the Sketch tab.
3. Create a drafted line in the front view.
Click Line from the Sketching group.
Click Select References in the Snapping
References dialog box.
Select the horizontal axis line, as shown.
Middle-click in the background.
Start sketching a line from the selected vertex.
Drag the end point of the line to a new location,
as shown.
Right-click and select Angle.
Type 45 in the Angle text box, and press
ENTER.
Notice the line now extends along an angle of
45 degrees to the horizontal.

4. Complete sketching the line.
Click to locate the line endpoint at
approximately the position shown.
5. Create a second line perpendicular and equal in

length to the previous line.
Start sketching a line from the selected
reference vertex.
Drag the end point of the line until the line
is perpendicular and equal in length to the
previous line, as shown.
Click to locate the line endpoint at this position.
6. Middle-click to complete sketching lines.

highlighted items.
7. Create an arc offset from existing geometry.

In the Sketching group, select Offset Edge
from the Edge types drop-down menu.
Select the arc, as shown.
Type 2 as the offset value, and press ENTER.

8. Complete creating arc geometry.
Middle-click twice to stop creating arcs.
highlighted items.
Click Update Draft from the Update group
to regenerate draft entities.
Task 4: Trim the drafted entities.
1. Trim the lines in the front view using the larger

arc as a boundary.
In the ribbon, select the Sketch tab.
Click Bound from the Trim group.
Select the arc as the boundary.
Select the first drafted line at the location
shown.
Notice the selected line is trimmed.
Select the second drafted line at the location
shown.
Notice the second selected line is also
trimmed.
Middle-click to complete trimming.

2. Trim the lines in the front view using the smaller
arc as a boundary.
Select the arc shown as the boundary.
Select the first drafted line at the location
shown.
Notice the selected line is trimmed.
Select the second drafted line at the location
shown.
Notice the second selected line is also
trimmed.

3. Trim one end of the arc.
Select the line shown as the boundary.
Select the arc at the location shown.
4. Trim the other end of the arc.

Select the line shown as the boundary.
Select the arc at the location shown.

Task 5: Create projected detail in the side view.
1. Create references in the front view for the

projected lines.
Click Line from the Sketching group.
Click Select References in the Snapping
References dialog box.
Select the horizontal axis line in the front view,
as shown.
Select the sketched arc in the front view, as
shown.
Middle-click in the background.
2. Create two horizontal lines to represent projected detail in the side view.
Sketch a horizontal line starting at the upper endpoint of the arc and finishing to the right of
the side view, as shown.
Sketch a second horizontal line starting at the lower endpoint of the arc and finishing to the
right of the side view, as shown.
Middle-click to complete sketching.

3. Create two vertical lines offset from the
centerline in the side view.
Select Offset Edge from the Edge types
drop-down menu.
Select the vertical centerline, as shown.
Type 3.5 as the offset value, and press
ENTER.
Select the same vertical centerline.
Type 3.5 as the offset value, and press
ENTER.
Middle-click twice to complete offsetting.
highlighted items.

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

Click Divide at Intersection from the Trim
group.
Consecutively select the vertical and
horizontal lines in each corner of the drafted
rectangle, as shown.
Middle-click to complete dividing.
2. Delete the unwanted lines.

Press CTRL and select the eight unwanted
lines, as shown.
Right-click and select Delete.

Task 7: Create projected details in the section view.
1. First mirror drafted entities in the front view.

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

Click Translate from the Edit group.
Drag a window and select the mirrored drafted entities in the front view, as shown.
Middle-click to complete selecting.
In the Select Point dialog box, click Vertex .
Click in the Vertex collector to activate it.
Select the circle as the reference in the front view, as shown and click OK.
Pan to the section view.
Select the circle as the reference in the section view, as shown and click OK.
Notice that the mirrored entities have been moved to the section view.


Exercise 2: Creating and Using Generic Symbols
Objectives
Create generic symbols.
Place instances of generic symbols.
Scenario
You have been tasked with creating a generic symbol which will form part of a symbol library. After
you have created the symbol, you need to ensure that it is working correctly by placing symbols on
a drawing.
Drawing_Details\Symbols_Generic GROUPS.DRW
Task 1: Create a symbol and configure symbol groups.

2. Create a new symbol.
In the ribbon, select the Annotate tab.
Select Symbol Gallery from the Symbol
types drop-down menu in the Annotations
group.
Click Define.
Type Gen_Sym as the name and press
ENTER.
Notice that the symbol editing window opens
with options to create draft geometry.
3. Copy draft geometry from the drawing.
Click Copy Drawing.
Drag a window to select all the draft geometry
from the drawing, as shown.
Click OK.
Notice that the selected geometry is copied
into the symbol edit window.
4. Create two symbol groups.
Click Groups > Create.
Type SQUARE as the name of the group, and
press ENTER.
Press CTRL, and select the note and all the
geometry except the circle, as shown.
Click OK.
Click Groups > Create.
Type CIRCLE as the name of the group, and
press ENTER.
Press CTRL and select the note and all the
geometry except the square, as shown.
Click OK.

Task 2: Create subgroups in the defined groups.
1. Edit the level of group to Square.

Click Change Level > Square > This Level.
Notice the change in the appearance of the
symbol, as shown.
2. Create subgroups of the Square.

Click Create.
Type LEFT_ARROW as the name of the
group, and press ENTER.
Press CTRL, and select the note, the left
arrow, and the square geometry, as shown.
Click OK.
Click Create.
Type RIGHT_ARROW as the name of the
Press CTRL, and select the note, the right
arrow, and the square geometry, as shown.
Click OK.
3. Define group attributes.
Click Group Attr > Exclusive.
Note exclusive attributes only enable you to
place one instance of the square subgroup at
a time.
4. Edit the level of group to Circle.
Click Change Level > Up... > Circle > This
Level.
symbol, as shown.
5. Create subgroups of the Circle.
Click Create.
Type LEFT_ARROW as the name of the
Press CTRL, and select the note, the left
arrow, and the circle geometry, as shown.
Click OK.
Click Create.
Type RIGHT_ARROW as the name of the
Press CTRL, and select the note, the right
arrow, and the circle geometry, as shown.
Click OK.
Click Group Attr > Independent.
Note independent attributes enable you to
display the circle with a left arrow, right arrow,
or both arrows.

7. Edit the level of group to the top level.
Click Change Level > Up... > This Level.
symbol, as shown.
Click Group Attr > Exclusive.
Note exclusive attributes enable you to place
either the square or circle, but not both.
9. Open the Symbol Attributes dialog box.
Click Done/Return > Done.
Notice that the Symbol Definition Attributes
dialog box appears.
10. Configure the symbol attributes.
Select the Free check box.
Select the circle geometry in the symbol, as
shown.
Click OK in the Select Point dialog box.
For the symbol height, select the Variable -
Text Related option.
Select the text in the symbol.
Select the Var Text tab.
Type 1 in the Preset values for: no text box.
11. Complete the symbol configuration and save the symbol.
Click OK in the Symbol Definition Attributes dialog box.
Select Done from the Symbol Edit menu.
Click Symbol Dir.
Click Open.
Select Write from the Sym Gallery menu.
Press ENTER to accept the default path for storing symbols.
Select Done from the Sym Gallery menu.
Task 3: Place symbol instances on a drawing.
1. Open a drawing.
Select SYMBOL_PLACEMENT.DRW.
Click Open.

2. Retrieve and configure a custom symbol.
Select the Annotate tab in the Drawing ribbon.
Select Custom Symbol from the Symbol
types drop-down menu in the Annotations
group.
Select the GEN_SYM.SYM symbol.
Click Open.
Select the Grouping tab.
Expand the SQUARE option.
Ensure the LEFT_ARROW option is selected.
Click in the drawing to place the symbol.
Select the RIGHT_ARROW option.
Notice that you can only select the LEFT_ARROW or RIGHT_ARROW option. You cannot
select both options because the attributes for the square group are exclusive. Similarly,
you can only select the SQUARE option or the CIRCLE option, as the group attributes
are exclusive at this level.
3. Place circle symbol instances.
Select the CIRCLE option.
Select the LEFT_ARROW check box.
Select the RIGHT_ARROW check box.
Clear the LEFT_ARROW check box.
Click OK.
highlighted items.
Notice that you can select both circle options together. This is because the attributes for
the circle group are independent.

Module 8
Using Layers in Drawings

Exercise 1: Managing Layers in Drawings
Objectives
Add layers to a drawing.
Use different methods to place detail items on layers.
Change the display of layers in drawings.
Configure the layer display of individual views in a drawing.
Scenario
You need to configure layers in the drawing in order to change the display of certain detail items.
Drawing\Layers_Managing GEARBOX_FRONT.DRW
Task 1: Add all created dimensions in the drawing to a new layer.

2. Check the layer status in the drawing model.
In the model tree, click Show .
Click Layer Tree.
Notice all model layers are hidden, as shown.
3. Search for created dimensions in the drawing.

Select Find from the Status bar.
Select GEARBOX_FRONT.PRT (VIEW ID 1)
from the Look in drop-down list.
Select Dimension from the Look for
drop-down list.
Select the Type option from the Rule area.
Select Geometry Driven from the Value
drop-down list.
Click Find Now. Notice seven items were
found.
4. Place the search results on a layer.
Click Options, and select Save Query.
Type CREATED_DIM in the Enter layer name
for rules text box. Click OK.
Notice the new layer in the layer tree.

Task 2: Add all model dimensions on the drawing to a new layer.
1. Search for model dimensions in the drawing.

Ensure the Search Tool dialog box is still open.
If necessary, select Dimension from the Look
for drop-down list.
Select the Type option in the Rule area.
Select Controlling Geometry from the Value
drop-down list.
Click Find Now, and notice that 39 items were
found.
2. Place the search results on a layer.
Click Options, and select Save Query.
Type DIMENSIONS in the Enter layer name
for rules text box. Click OK.
Notice the new layer in the layer tree, as
shown.
Click Close in the Search Tool dialog box.
Click Update Sheets from the Update
group.
Task 3: Copy the created dimensions into the DIMENSIONS layer.
1. Add the created dimensions to the DIMENSIONS

layer.
Collapse the drawing tree.
Expand the CREATED_DIM layer in the layer
tree.
Expand the GEARBOX_FRONT.PRT node in
the layer tree.
Select created dimension ad158, press
SHIFT, and select created dimension ad168,
as shown.
Right-click and select Copy Item.
Expand the DIMENSIONS layer.
Expand the GEARBOX_FRONT.PRT node in
the layer tree.
Select the GEARBOX_FRONT.PRT node in
the layer tree.
Right-click and select Paste Item.
Scroll down the layer tree. Notice the
created dimensions have been added to the
DIMENSIONS layer, as shown.
2. Hide the DIMENSIONS and CREATED_DIM layers.
Collapse the DIMENSIONS layer.
Collapse the CREATED_DIM layer.
Select layer DIMENSIONS, press CTRL, and select layer CREATED_DIM.
Right-click and select Hide.

Task 4: Add all reference dimensions on the drawing to a new layer.
1. Add items to a layer by manual selection.

In the layer tree, click Layers .
Click New Layer.
Type REF_DIM in the Name text box.
Press CTRL and select the four reference
dimensions on the drawing, as shown.
Click OK.
Notice the new layer in the layer tree, as
shown.
Select layer REF_DIM.
2. Reset the layer display status.

Select anywhere in the layer tree.
Right-click and select Reset Status.
Notice that all the three layers created in the
drawing are now unhidden.
Notice also that all the dimensions now
appear.
Task 5: Change the layer display for a view to be independent of the drawing layers.
1. Change the layer display in a view.

Start the Active Object selection tool.
Notice that all views appear with dashed
boxes around them.
Select view SECTION C-C in the drawing.
Notice that the layer tree shows the display
status for this view, not the drawing.
Select layer DIMENSIONS.
Notice that only the created dimensions in
view SECTION C-C are hidden.

2. Change the layer status to be drawing
dependent.
In the layer tree, click Layers .
Click Drawing Dependent > Yes.
Notice the layer tree now shows the display
status for the drawing.
Notice also all the dimensions now appear.


Module 9
Creating and Using Tables in Drawings

Exercise 1: Creating a Revision Table
Objectives
Create a table in a drawing.
Add text to a table.
Configure table cell and text properties.
Store tables for future use.
Scenario
Drawing_Details\Tables_Creating PISTON.DRW
Task 1: Crate a table with three columns and three rows using the Table Grid.

2. Create a table and specify column widths and
row heights.
In the ribbon, select the Table tab.
In the Table group, click Table , move the
cursor to highlight a 3x3 Table grid, and click
to select it.
Select a location for the top-left corner of the
table, as shown.
3. To specify the width of the first column and

height of the first row, select the top-left cell.
Right-click and select Height and Width.
Ensure Automatic height adjustment is
selected.
Type 15 for the Width in number of characters
and click OK.
The height can be manually adjusted by clearing the Automatic height adjustment check
box.
4. To specify the width of the second column, select
the top-middle cell.
selected.
and click OK.

5. To specify the width of the third column, select
the top-right cell.
selected.
and click OK.
Task 2: Add text to the table cells.
1. Add text to cells in the left column.

Select the upper-left cell in the table.
Type REV. as the text for the cell.
Click OK.
Select the middle-left cell in the table.
Type 1 as the text for the cell.
Click OK.
Select the lower-left cell in the table.
Type 2 as the text for the cell.
Click OK.
2. Add text to cells in the center column.
Select the upper-center cell in the table.
Type DATE as the text for the cell.
Click OK.
Select the middle-center cell in the table.
Type 06-June-2011 as the text for the cell.
Click OK.
Select the lower-center cell in the table.
Type 14-June-2011 as the text for the cell.
Click OK.

3. Add text to cells in the right column.
Select the upper-right cell in the table.
Type DESCRIPTION as the text for the cell.
Click OK.
Select the middle-right cell in the table.
Type PIN DIA CHANGED as the text for the
cell.
Click OK.
Select the lower-right cell in the table.
Type TOLERANCE ADDED as the text for
the cell.
Click OK.
Task 3: Edit the width and height of the table cells.
1. To configure the left column width, select the

top-left cell of the table.
Type 5 in the Width in number of characters
text box. Click OK.
Notice that the left column width has updated.
2. To configure the center column width, select the

top-center cell of the table.
Type 12 in the Width in number of characters
text box. Click OK.
Notice that the center column width has
updated.
3. To configure the middle row height, select the

left-middle cell of the table.
Clear the Automatic height adjustment
check box and type 2 in the Height in number
of characters text box. Click OK.
Notice that the middle row height has updated.

Task 4: Configure text within table cells.
1. To configure text wrapping within a cell, select

the right-middle cell of the table.
Add FROM 8.2 TO 8.0 to the text line, as
shown.
Click OK.
Notice that the text extends outside the cell.
With the cell still selected, right-click and
select Wrap Text.
Notice that the text now wraps within the cell.
2. To edit the text style of the top row, select

the upper-left cell, press CTRL, select the
upper-center cell and the upper-right cell.
Right-click and select Text Style.
Clear the Default check box and select filled
from the Font drop-down list.
Select Center from the Horizontal drop-down
list.
Click OK.
Task 5: Edit the number of rows in the table.
1. To add a row to the bottom of the table, click

Add Row from the Rows & Columns group.
Click the lower horizontal line on the table.
Notice that an extra row is added.
Middle-click to exit adding row.
Task 6: Move the table to a new location.
1. To reposition the table in the drawing, select any

cell in the table.
Move the cursor to the top left corner of the
table, as shown.
Click the table and drag it to a new location.
Release the mouse button to place the table
in the new location.
Click in the background to de-select the table.

Task 7: Save the table for future use.
1. To store the table, select any cell in the table.

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

Module 10
Using Report Information in Drawings

Exercise 1: Adding a Bill of Materials Table
Objectives
Set up repeat regions in a table.
Create a bill of materials (BOM) table.
Edit the display of information in a bill of materials table.
Add BOM balloons to a drawing view.
Scenario
You need to add a bill of materials table to the ENGINE_ASSEMBLY.DRW. You need to configure
the table to list all components in the assembly, show the cost of each component, and the total cost.
Drawing_Details\BOM_Engine ENGINE_ASSEMBLY.DRW
Task 1: Create a bill of material table in the drawing.

2. Create a repeat region in the table.
Zoom in to the BOM table located in the
lower-right corner of the drawing.
Select the Table tab in the ribbon.
Click Switch Symbols from the Data
group.
Click Repeat Region from the Data group.
From the menu manager, click Add > Simple.
Select the middle-left cell in the table, as
shown.
Select the middle-right cell in the table to
create the repeat region, as shown.
Click Done.
Task 2: Add report symbols in the repeat region.
1. Add the report index parameter to a table cell.

Select the first cell in the second row, as
shown.
Right-click and select Report Parameter.
Click rpt > index.
Notice that text is added to the cell.
2. Add the component name parameter to a table

cell.
Select the second cell in the second row, as
shown.
Click asm > mbr > name.

3. Add the component type parameter to a table
cell.
Select the third cell in the second row, as
shown.
Click asm > mbr > type.
4. Add the report quantity parameter to a table cell.
Select the fourth cell in the second row, as
shown.
Click rpt > qty.
5. Add a user-defined component parameter to a
table cell.
Select the fifth cell in the second row, as
shown.
Click asm > mbr > User Defined.
Type cost and press ENTER.
6. Add a relation parameter to a table cell.
Select the sixth cell in the second row, as
shown.
Click rpt > rel > User Defined.
Type total_cost and press ENTER.
7. Update the repeat region.
Click Update Tables from the Data group.
Click Switch Symbols from the Data
group.
Notice that the table updates. However,
it includes duplicate components and the
quantity column is empty.
Task 3: Edit the table attributes to remove duplicate components, and search all subassemblies
for information.
1. Edit the table attributes.

Click Attributes.
Select the repeat region in the table.
Click No Duplicates > Recursive >
Done/Return > Done.
Notice that the table lists duplicate components
only once, and the quantity column is now
populated. Notice also that all components
and subassemblies are now listed in the table.

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

From the menu manager, click Relations.
Select anywhere within the repeat region.
In the Relations dialog box, expand the Local
Parameters.
Right-click TOTAL_COST and select Insert
to Relations.
Click the = sign.
Right-click ASM_MBR_COST and select
Insert to Relations.
Click the x sign.
Right-click RPT_QTY and select Insert to
Relations.
Click OK.
Click Update Tables.
Notice that the total cost is now calculated for
each component and displayed in the cost
column.
2. Reorder the parts and assemblies by editing the
table attributes.
Click Attributes.
Click No Dup/Level > Done/Return > Done.
Notice that each subassembly is now grouped
with its own components.
Task 5: Filter assembly items from the table listing.
1. Filter items using a rule.

From the menu manager, click Filters.
Select anywhere within the repeat region.
Click By Rule > Add.
Type &asm.mbr.type != assembly and press
ENTER twice.
Click Done > Done/Return.
Notice that assembly components have been
filtered from the table.

Task 6: Create summation calculations to sum columns of data in the table.
1. Create a summation of the total parts in the

assembly.
Click Summation.
Click Add > By Name > RPT_QTY.
Type assy_qty as the parameter name, and
press ENTER.
Select the cell shown to locate the parameter.
2. Create a summation of the total cost of the parts
in the assembly.
Click TOTAL_COST.
Type assy_cost as the parameter name, and
press ENTER.
Select the cell shown to locate the parameter.
3. Update the repeat region.
Click Done/Return > Update Tables > Done.
Notice that the table updates to display the
total number of parts in the assembly and the
total cost.
Task 7: Add BOM Balloons in a drawing view.
1. Show the BOM balloons in a drawing view.

From the Balloons group, click Create
Balloons and select Create Balloons -
All.
Notice that BOM balloons are displayed.

2. Show Quantity BOM balloons in a drawing view.
Press ALT and click anywhere in the table.
Click Select Table from the Table group.
Right-click the table and select Properties.
Select the BOM Balloons tab.
Select Quantity Split Circle from the Type
drop-down menu.
Click OK.
Notice that BOM balloons are now displayed
with quantities.
3. Edit a BOM balloon symbol type.

Click the Balloons group drop-down menu and
select Alt Balloon Symbol .
Select the symbol attached to BEARING.PRT,
as shown.
Click OK > Retrieve.
Select DELTA_BOM.SYM, and click Open.
Select the new symbol and drag it to a new
location, as shown.
Click in the background to de-select items.


Module 11
Creating Drawing Formats

Exercise 1: Creating an A2 Format
Objectives
Import 2-D geometry in to formats.
Manipulate 2-D geometry in formats.
Use tables and parameters in formats.
Scenario
You need to configure an A2 size format using data from a previously created C size format. To do
this, you import IGES data, use stored tables, and import a logo as a DXF file.
Drawing\Formats_Creating A2.FRM
Task 1: Import IGES data, and manipulate the data in the format.

2. Import IGES data for the border.
Click Import Drawing/Data from the Insert group.
If necessary, select All Files (*)from the Type drop-down list.
Select A2_LAYOUT.IGS. Click Open.
Select the Import User Colors check box.
Click OK to accept the default options in the Import IGES dialog box.
Notice that a drawing border has been imported into the drawing. The border includes
text and lines.

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

Select the Sketch tab in the ribbon.
Drag a window to select all the imported
geometry again.
Click the Edit group drop-down menu and
select Move Special .
Select the vertex at the lower end of right
vertical edge, as shown.
Notice that the whole draft group is selected.
Type 570 in the X text box.
Type 3 in the Y text box.
Click OK.
Notice that the draft group has moved.
highlighted items.

5. Edit text in a note.
Select the C note, as shown.
Replace the C with A2 in the text tab. Click
OK.
Task 2: Add saved tables to configure the parametric information in the format.
1. Place a saved table onto the format.

Select the Table tab in the Drawing ribbon.
Click Table From File from the Table
group.
Select MAIN_TABLE.TBL. Click Open.
Select the lower-right vertex of the drawing
border, as shown
Click OK to place the table.
Notice that the table is placed on the format.
All the required system and user-defined
parameters have been added to the table.

2. Place a second saved table onto the format.
Click Table From File from the Table
group.
Select ISSUED_TABLE.TBL. Click Open.
Select the top-left vertex of the table border,
as shown
Click OK to place the table.
Notice that the table is placed on the format.
Task 3: Import DXF data into the drawing and manipulate the DXF data.
1. Import a company logo as a DXF file.

Select the Layout tab in the ribbon.
Click Import Drawing/Data from the Insert
group.
If necessary, select All Files (*)from the Type
drop-down list.
Select LOGO.DXF. Click Open.
Click OK to accept the default options in the
Import DXF dialog box.
Click No in the Scale Confirmation dialog box.
Click No in the Move Confirmation dialog box.
Notice that the logo is placed above the
drawing table, as shown.

2. Group the imported draft logo geometry.
Click Draft Group from the Group group.
Click Create from the menu manager.
Drag a window to select all the imported logo
geometry, as shown.
Click OK.
Type logo and press ENTER.
Click Done/Return.
3. Translate the grouped draft geometry.
Select the Sketch tab in the ribbon.
Click Translate from the Edit group.
Drag a window to select all the logo geometry
again.
Middle-click to stop selecting geometry.
Click in the center of the logo geometry to
specify the From position.
Select a new location in the drawing table for
the To position.
Notice that the logo geometry has been
translated.
4. Save the format and erase all objects from memory.


Module 13
Managing Large Drawings

Exercise 1: Managing Drawings for the Drill Assembly
Objectives
Merge two drawings into one drawing.
Use model simplified representation in drawings.
Create a drawing representation to reduce data in session.
Scenario
You need to finalize a drill assembly drawing by using the best methods available to manage large
drawings. To do this, you merge two drawings together. You use simplified representations in a
drawing to remove unwanted data from a drawing session. You also create a drawing representation
to retrieve only required data when opening the drawing.
Drawing\Large_Drawings DRILL_REGEN.DRW
Task 1: Merge two drawings into one.

2. Open the FUEL_TANK.DRW.
Double-click FUEL_TANK.DRW.
This is the source drawing which will be merged with DRILL_REGEN.DRW.
3. Activate DRILL_REGEN.DRW.
Click Windows from the Quick Access toolbar and select DRILL_REGEN.DRW. This is
the target drawing.
4. Merge the fuel tank drawing with the drill assembly drawing.
Click the Insert group drop-down menu and select Import Drawing/Data .
If necessary, select All Files (*) from the Type drop-down list.
Select FUEL_TANK.DRW and click Open.
Notice that sheet two is added to the drawing.

5. Navigate to different sheets on the drawing.
Select the Sheet 2 sheet tab to navigate to sheet two.
Notice that the fuel tank drawing has been merged into sheet two.
The drawing setup options of the target drawing are applied to the source drawing. You can
only merge the drawings if the drawing units are similar in both drawings.
Task 2: Erase unwanted views in the drawing.
1. Change sheet.
Select the Sheet 1 sheet tab to navigate to sheet one.

2. Temporarily erase unwanted views.
Click Erase View from the Display group.
Select the detail view. Click Yes when prompted.
Select the 3-D view and the top view.
Middle-click to stop erasing views.
Notice that the border outlines of the erased views are still displayed on the drawing.
Middle-click in the background to accept selections.
Erased views are saved in the drawing in the erased mode. This reduces the drawing
retrieval and regeneration time. You can resume erased views at any time by clicking
Resume View and selecting views to show.

Task 3: Configure views to display a simplified representation.
1. Configure the model tree to display simplified representation information.

Minimize the Drawing Tree.
Click Settings from the model tree.
Click Tree Columns.
Select Simplified Reps from the Type drop-down list.
If necessary, select Current Rep and click Add Column . Click OK.
2. Select a simplified representation in a view state.
Select the lower-left view in the drawing. Right-click and select Properties.
Select View States from the Categories list.
Select FUEL_TANK from the Simplified representation drop-down list.
Click Yes to affect changes in the child view as well.
Click OK.
Notice that the front and side views have updated. However, the erased views are not
affected.
3. Notice that the current representation

instructions column has updated in the model
tree.
Task 4: Create a drawing representation to display selected views in the drawing.
1. Create a drawing representation.

Click the Utilities group drop-down menu and
select Drawing Representation.
Click Create.
Type fuel_tank as the name.
Notice the instructions already specified in the
dialog box.
Select the third instruction, as shown.
Click Delete.
Notice that the front and side views on sheet
one have also been erased.

2. Configure instructions for sheet two in the
drawing.
Navigate to sheet 2, using Navigate Sheets
in the Drawing Rep Tool dialog box.
Notice the instructions already specified in the
dialog box.
Select the second instruction, as shown.
Click Delete.
Notice that all views are now erased.
Select the Individual check box.
Press CTRL and select the main_view and
top_1 views, as shown.
Click OK in the Select dialog box.
Click Add to add a view command.
Notice that the two views are now displayed.
3. Finalize the drawing display instructions for

sheet two in the drawing.
Select the Delay View Command(s) Until
Execute check box.
Select the Drawing Display tab.
Select the Go to Sheet check box.
Edit the value to 2 from the drop-down list.
Select the Go to Center of View check box.
Select the main_view, as shown.
Click Execute > OK to complete the instruction
configuration.
Notice that you zoom in to the main view.
Click Done-Return.

4. Disable save display before copying the drawing.
Click File > Options.
In the Creo Parametric Options dialog box, select the Environment category.
If necessary, clear the Save display with model check box. Click OK. Click No in the
Creo Parametric Options dialog box.
5. Copy the drawing with the configured drawing representation.
Click File > Save As > Save a Copy.
Type DRILL_FUEL_TANK_ONLY.DRW in the New Name text box. Click OK.
6. Close all windows and erase all objects from memory.
Task 5: Open a drawing representation.
1. Open the FUEL_TANK drawing representation.

Select DRILL_FUEL_TANK_ONLY.DRW.
Click Open Representation... and select
FUEL_TANK as the drawing representation.
Click OK.
Notice that the drawing is regenerated. You
are then brought to sheet two, and zoomed in
to the main view, as shown.
2. Close all windows and erase all objects from
memory.
Click Erase Not Displayed from the Data
group.
Click OK to erase current objects from
memory.

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Precision Learning After the Class

2012 PTC Module 2 | Page 1

Drawing\Templates_Creating NO FILES OPEN

Task 1: Create an A2 assembly drawing template.

1. Initiate a drawing template.

Module 2 | Page 2 2012 PTC

1. Create an exploded template view.

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

1. Insert the table BOM.TBL.

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1. Initiate a drawing template.

Task 5: Add template views to the drawing.

1. Place the first template view.

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3. Place a second projected view.

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Click Erase Not Displayed from the Data group.

This completes the exercise.

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2012 PTC Module 3 | Page 1

Task 1: Add a general view.

1. Place the first general view.

Task 2: Add projection views.

1. Edit the drawing setup file.

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4. Add the top projection view.

5. Move the projection views.

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1. Place a general view.

3. Place another general view.

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6. Save the drawing and erase current objects from memory.

This completes the exercise.

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

1. Disable all Datum Display types.

3. Add section arrows to the general view.

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5. Add section arrows to the general view.

6. Move the section B-B view name note.

Task 2: Create an auxiliary cross-section view.

1. Place an auxiliary view.

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4. Add section arrows to the general view.

Task 3: Create a sectioned detailed view.

1. Configure a detailed view.

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

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

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1. Place a general view.

4. Save the drawing and erase current objects from memory.

This completes the exercise.

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2012 PTC Module 4 | Page 1

1. Disable all Datum Display types.

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Click Select All and then click OK in the

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6. Show dimensions by feature in a selected view.

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