Pro Engineer WF4 First Hands On Workshop PDF

PTCFIRST
Pro/ENGINEERWildfire4.0
HandsOnWorkshop
WORKSHOPUSEONLY
Pleasedonotwritenotesinthisbookorremove
fromtheworkshop.Itwillbeusedbyallparticipants.
FIRSTHandsOnWorkshop
TableofContents
FRCandFTCGettingStartedInformation.........................................................5
PTCisofferingFREEsoftwaretoallFIRSTteams!..............................................................5
2DConceptSketching.........................................................................................6
SimpleSketchwithMotion.................................................................................................6
ScissorJackSketch..............................................................................................................9
2DLayoutin3D.................................................................................................................19
PartModeling...................................................................................................28
PTCUTrainingModeling.................................................................................................28
CreateSplineBoss.............................................................................................................28
CreateCenterFlange........................................................................................................37
CreateKeyBoss.................................................................................................................38
CreateMountingHoles.....................................................................................................43
AddDraft,ChamferandFillet...........................................................................................45
ModelInformation............................................................................................................48
SheetMetal.......................................................................................................51
PTCUTrainingSheetMetalDesign................................................................................51
CreateBentGeometry......................................................................................................51
Copy&Paste.....................................................................................................................54
CreateFlatGeometry........................................................................................................55
BendBack..........................................................................................................................65
FlatPattern.......................................................................................................................66
DataExchange...................................................................................................67
OpeningNonPro/ENGINEER3DFiles(STEP)...................................................................67
AddingNonPro/ENINGEER3DFiles(STEP)toanExistingModel....................................69
FIRSTHandsOnWorkshop Page1
OpeningNonPro/ENGINEER2DFiles(DXF).....................................................................71
PartDrawing.....................................................................................................74
PTCUTrainingDetailing..................................................................................................74
CreateaPartDrawing.......................................................................................................74
AddAdditionalViews........................................................................................................80
AddDimensionsandNotes...............................................................................................83
Assembly...........................................................................................................90
PTCUTrainingAssemblies...............................................................................................90
WheelAssembly................................................................................................................91
ExplodeState..................................................................................................................100
FrameSubassembly........................................................................................................102
AssemblyChallengeCompletetheFrameSubassembly.............................................115
AssemblyChallengeFrameTopLevelAssembly..........................................................119
AssemblyTools...............................................................................................................123
CrossSections.................................................................................................................124
MassProperties..............................................................................................................125
InterferenceChecking.....................................................................................................126
ReplaceComponents......................................................................................................128
AssemblyDrawing...........................................................................................132
PTCUTrainingDetailing...............................................................................................132
CreateanAssemblyDrawingwithBOMReport.............................................................132
AssemblyDrawingChallenge..........................................................................................138
MechanismDesign..........................................................................................140
PTCUTrainingMechanismDesign...............................................................................140
PinJoints.........................................................................................................................141
SliderJoint.......................................................................................................................147
MechanismDesign..........................................................................................................151
ProjectLinkDocumentManagement..............................................................156
PTCUTrainingWindchillProjectLink............................................................................156
FoldersorDocumentsManagement..............................................................................157
CollaborationwiththeProjectTeam..............................................................................159
DocumentChangeManagement....................................................................................161
ProjectLinkCADDataManagement................................................................163
PTCUTrainingWindchillProjectLink............................................................................163
RegisterWindchillServerinPro/ENGINEER...................................................................164
CheckCADDataintoWindchill.......................................................................................168
CADDataManagement..................................................................................................169
Viewing3DCADinProductView.....................................................................................171
Appendix.........................................................................................................174
PTCUSkillAssessments...................................................................................................174
Pro/ENGINEERWildfire4.0QuickReferenceCard.........................................................174
CADFiles
TheCADfilesrequiredforthistutorialcanbedownloadedfromthislocation:
http://download.ptc.com/company/community/first/ptc_first_how_edu.zip
DocumentFormat&Printing
Thisdocumentissetuptobeprintedwith(2)pagespersheettominimizethetotal
numberofprintedpages.Ifavailable,pleasesetupyourprinterfordoublesidedand
multipageprinting.
Conventions
Informationisprovidedatthestartofmanytasks.
Tipsareprovidedalongtheway,withtimesavingoralternatetechniques.
Notesareprovidedwithadditionalusefuldetails,whichmaynotberequiredto
completethetutorial.
MenucommandsareshowninBold
Thecommacharacter,isasaseparatorbetweencommands
Iconsareshowninlinewithcommandtext
KeyboardkeysareshowninBoldCAPS
Theleft,middleandrightmousebuttonsarereferredtoasLMB,MMB,RMB

FRCandFTCGettingStartedInformation
PTCisofferingFREEsoftwaretoallFIRSTteams!
Thissoftwarewillhelpyoudesignyourrobotmoreefficiently,andhelpyoucollaborate
moreeffectivelywithyourteam.
AvailableSoftware
Pro/ENGINEERPTCintegrated3DCAD/CAM/CAEsoftware
MathcadPTCsEngineeringCalculationsoftware
WindchillPTCsCollaborationandDataManagementsoftware
ProductviewPTCsVisualCollaborationsoftware
ResourcesforFIRSTTeams
QuickGettingStartedGuide
DetailedGettingStartedGuide
Downloadthe2009FRCand2008FTCKitofPartswww.ptc.com/go/firstkop
TrainingMaterials/Events
RecordedVideoWebinars/Workshops
RegionalLiveHandsOnWorkshops
ResourcesandInformationonPTCProducts
TrainingandSupportforFIRSTTeams
FIRSTDiscussionForums
GettingStartedwithPro/ENGINEERWildfire4.0
ATutorialbasedGuidetoWorkflow
PTCUniversityhttp://first.ptculms.com
WebbasedtrainingforWindchillProjectLink,Pro/ENGINEER&Mathcad
2DConceptSketching
AnimportantaspectofusingPro/ENGINEERduringthebuildseasonofFIRST
istobeproficientwithsketcher.SketcherenablesaFIRSTteamto
conceptualizetheirfuturerobot.TheFIRSTteamcanthentrulydefine
dimensions,spaceclaims,andallthepartsoftherobotthattheywill
eventuallyusewhentheystartbuilding.ByusingPro/ENGINEER,youwillbe
abletoavoidproblemsbecauseyouareusingrealworlddimensionstodrive
yourconcepts.YoudonotgettheseadvantageswhenusingPowerPointora
whiteboardtodevelopaconcept.
SimpleSketchwithMotion
1. File,Open ,2DSketchingfolder,1sketcher.prt,Open

2. Gointosketcher,UsePrevious.
3. Createtwodatumpointsbyselecting ,dimensionasshownbydoubleclicking
onthedimensionvalues.EnterthevaluesshownandpressENTER.

4. Createentitiesusinglines.Dimensionitasshown.Takeyourtimetoensureitis
exactlyasshown.Thisisthreelines.Toplaceadimension,LMBboth
references,thenMMBtoplacedimension.

5. Lockalldimensions,exceptforthe60degreevalue.Selectalldimensions
(except60degrees)andRMBLock.
6. Toggleoffthedimensionswith ,anddragtophorizontalentityaround.
7. Thismechanismisaconceptforapneumaticpoweredelevatorsuchasthe
DownAVatorbelow.Seehowyoucansimplifyacomplex3Dassemblyintoa
2Dsketch?Thedimensionsofthesketchabovewillhelpdrivethelinkage
lengthsofamechanismlikethis.
ScissorJackSketch
Inthefollowingexercise,youwillbedevelopinga2Dmechanisminsideof
sketcherthatwillultimatelybesomethingsimilartothetwoimagesbelow.
Sketcherisaveryusefultoolthatcanbeusedtodevelopanidea.Youmayhave
somegrandideasthatyouwanttotestoutandsketcheristheplacetostart!
Plus,whenyouhaveyourideasketchedout,younowhavetherequired
dimensionstomakeyourideaintoreality.
1. File,Open ,2DSketchingfolder,2sketcher.prt,Open
2. Startanewsketchbyselecting andthenselecttheFRONTplanetosketch
on.Youllseethedialogboxsimilartothis,thenclickSketch.
3. Toggleoffthedatumplanesbyselecting .Createacenterlinethatis
horizontalandalongthehorizontalreference.RMB(holditthereforamoment)
andselectCenterline ,andthenselectalongthehorizontalreferencetwo
timestomakethecenterline.Itshouldthenshowyouacenterlineiconas
shown.
4. Nextyouneedtocreatealine.RMBLine ,thencreatethelineshown.You
shouldnoticethatPro/Eassumesitisasymmetricalline.Modifythedimensions
toreflect10and16asshown.

5. Nextcreatetwocenterlinesthatarehorizontalalongthetopandbottomofthe
lineyousketched.

6. Nextsketchthestartofthescissorjackportionontheleft.Createtwolinesas
shown.RMBLine

7. Usetheconstraintsavailableinsketchertoforceonelegtobeequalinlengthto
theother.Pick .toopentheConstraintsdialogbox,pick ,andselectone
legandthentheotheryoujustsketched.ThenClosethedialogbox.Youshould
nowonlyseeoneangledimension.
8. Sketchthenexttwolines.RMBLine .Youshouldseethatsketcherwishesto
makethemparalleltothelinesyoualreadycreated.Thisiswhatyouwantto
see,soletsketchermakethatassumptionforyou.

9. Finishofthescissorjackwithtwomorelines.Again,acceptsketchers
assumptiontomakethemparallel.RMBLine
10. CreateacirclewithRMBCircle ,attheintersectionofcenterofthetwo

referencesontheright.Thenchangethediameterofthecircleto8bydouble
clickingonthedimension.

11. Createalinefromthecenterofthecircletotheouteredgeofthecircleas
shown.RMBLine .Sketcherwillmakeadimensionforyou.Makeanew
dimensionfromthelinetothecenterreference,RMBDimension .Tomakea
dimension,pickthelineyousketched,thehorizontalreferenceandthenmiddle
buttontoplacethedimension.Itshouldnowlooklikethebelowimage.
12. Createonefinallinebetweenthetwopointsshown.RMBLine .Dimension

thisnewlinetobeavalueof9.Afteryoudothis,youwillseeonlyafew
dimensionsremain.Youhavecompletedthesketch.

13. Nowthatthesketchisfinished,dragthemechanismusingthelineinsidethe
circleasthedrivingvalue.Clickthelineandholdwhiledragging.

Whyisntitcreatingthemotionthatyoudesire?Canyoufixitwithout
lookingatthenextstep?Thereissomethingthatneedstobedonetothe

sketchbeforeitcanbedraggedasyouwouldlikethemotiontohappen.
14. Clickonallthevaluesinthesketch,exceptfortheangleofthelineinthecircle
andthenRMBLock.Thiswillkeepthelengthofallsketchervaluesunchanged
whiledraggingit.Tryanddragitnow!

15. Anothermethodofdraggingoneormanydimensionsistousethemodify
commandinsketcher.Clickontheangledimensionthatyouvebeendragging
andthenRMBModifyoronthesketchertoolbar.Youcanthendragthe
thumbwheelinthedialogbox.
Themodifydimensiondialogboxisalwaysausefultooltocheckoutinsketcher.
Youcanquicklyfindoutthefeasibilityofspecificdimensionsyouwishtomodify.
Also,theLockScalecheckboxenablesyoutoscaleyourentiresketcheither
largerorsmaller.
16. Anadditionalthingthatyoucandowithasketchistochangeitsentity
properties.SelectoneorafewentitiesandthenRMBProperties.
17. Changeafewofthepropertiesofsomelines.Youcanalsomakeawindow
aroundentitiesformultipleselections.Thisenablesyoutoorganizeandspecify
sectionsofyoursketch.

18. Window,Close
2DLayoutin3D
ThankyoutoLibertyHighSchoolTeam2775Robotics
(http://libertyrobotics.com)forlettingususetheirPro/ENGINEERdesign
modelsforthecontentofthisdemonstration.Their2009robotShred
featuresamechanismhopperthatholds15balls.Thehoppercollectsballsin
thelowerpositionandthenliftstoapositionabovethegoal,whichthesame
rollerwhichisusedasanintakeisalsousedtoscoretheballs.
Thisexercisewillshowyouhowtoorganizeentitiesandtousesketcherfor
comingupwithaworkableconceptthatcanbeusedtobuildtherobot.
1. File,Open ,SketcherLayoutfolder,2009_robot.asm,Open.Youmaywantto
toggleoffallconstructiongeometry, , , , .
2. Spinthemodelaroundtotakealookatthefinaldesign.Thisexercisewill
investigatetheconceptmodelofthisrobot.
3. File,Open ,SketcherLayoutfolder,2775_layout.prt,Open
Takenoteofthedifferententitycolorsandstylesinthispart.Youcanchange
thecolorsoftheentitiesinsketcheroryoucanchangethecolorsoutsideof
sketcherbyRMBandselectingproperties.

4. Themodeltreereflectsthenamesofthedifferentpartsoftherobot.Selectthe
differentfeaturestohighlighttherespectiveentitiesandconstructiongeometry
inthemodel.
5. Selectthetwolifterfeatures(lifter_1andlifter_2)fromthemodelholding
downthecontrolkeytopickboth.Afteryouhavetheselected,RMBProperties.

6. Changethecolortoanycoloryouwishto.ClickonApply,Closewhenfinished.
7. Continuethisexercisebychangingmanymoreentities.Changethecolorand
styleofmanyentities.
8. Next,letsmakesomechangestothegeometry.SelecttheLifting_Frame
featureandRMBEditDefinition.
Thisisacomplexsketch.Allofthedimensionshavebeenlocked,exceptforthe
distancebetweentheframeandtheground,whichisthedimensionvalueof10
ontherighthandsideofthesketch.
9. Selectthedimensionof10andRMBModify .Oralternatively,youcandrag
themechanismtoahigherposition.Avalueofabout45isgood.Toggleoff
dimensionsandconstraints, ,tomakeiteasiertosee.

10. Nowsketchsomecirclesfortherollers.Sketchtherollerswithcirclesinany
methodyouwouldliketowith .Thekeytocreatingthesecirclesistoonly
referencetheframeassemblythatyoujustdraggedupwards.Youwantthenew
rollerstomovewiththeassembly.Turnthedimensionsbackon.

11. Createareferencedimensionbetweenthetwocircles(rollers).Sketch,
Dimension,Reference.Thegoalofthisdesign,basedontheorbitballs,theory
andtestingistogetthereferencedimensiontobe9.5(centertocenter).
Modifytheplacementoftherollerstoattainthisdimension.

12. Youcanalsomodifytherollerdiametervalues.Thegoalherewastogetavalue
ofabout7.75inchesbetweentherollers.Basedonthediametersandthe
distance,thisvalueiseasilyaccomplishedbymovingtherollersaroundtothe
correctlocations.Theliftingframefeatureshouldlooksomethinglikethisnow.

13. Dragtheliftingframebackdowntothelowerposition.
DONTFORGETTOLOCKALLNEWDIMENSIONSFORTHEROLLERS.
14. Youcandomanythingswiththisassemblynow.Youcanalsoeditthe1045
valueoutsideofsketcherandthenuseRegenerate.

Younowhaveahighlevelofconfidenceonwheretherollersneedtobe

placed.Youalsohavealayoutoftheentiremechanismalldonewithmany
sketchfeaturesandsomeconstructionfeaturessuchasplanesandaxes.
15. Window,Close(allopenwindows)
PartModeling
PTCUTrainingModeling
FIRSTteamsareeligibletoparticipateinPTCsonlinetrainingcoursesusingour
PrecisionLearningManagementSystemathttp://first.ptculms.com.ThereisaPTCU
coursespecificallytargetedatthedetailsofcreatingsolidmodelsinPro/ENGINEER.
Title Description
Modeling TheModelingCourseprovidesintroductorylearninginthe
basicsofPro/ENGINEERandprogressestoadvancedtopicssuch
asParameterDrivenPartsandSweepsandBlends.Userswho
arenewtoPro/ENGINEERshouldtakethiscourseanditisa
prerequisiteformostoftheotherCOACHcourses.(COA
CEK2649)
CreateSplineBoss
1. StartPro/ENGINEER,File,Newor ,ensurethatPartistheTypeandSolidis
theSubtype,typecouplerforthename,OKinthedialogbox
2. IntheRightSideToolbar,Sketch ,SelectFrontasthesketchplane,Sketchin
thedialogbox
3. Circle ,LMBattheoriginofthesketchplane,draguntilthereisasmallcircle,
LMB,MMBtofinishcircle
4. Doubleclickthediameterdimensionofthecircle,typein1.25,[ENTER],Done

IntheRightSideToolbar,Extrude ,selectSketch1inthemodeltreeor
graphicsarea
5. Inthedashboardtype0.85forthedepthvalue,Done
Manypowerfultoolsarelocatedinthedashboard.Besuretobecomefamiliar
withthetoolswithinthedashboard.
6. IntheRightSideToolbar,Sketch ,selectthetopofthecylinder
(Surf:F6(EXTRUDE))asthesketchplane,Sketchinthedialoguebox
7. RMBCenterline(or),Snap2pointsontheverticalreferenceYaxis,MMB
9. Doubleclickthediameterdimensionofthecircle,typein0.80,[ENTER]
10. Rectangle ,startontheXaxistotheleftsideoftheYaxis,dragupandtothe

right,ensurethatitsnapssymmetrictotheCenterline,MMBtofinish
11. Doubleclickthehorizontaldimension,type0.20,[ENTER]
12. Doubleclicktheverticaldimension,type0.50,[ENTER]
13. DeleteSegment ,deletesegmentsasshownbelow,leavinganarcontopof

therectangle
Thesketcherdiagnostictoolshelpyouidentifiedandfixcommonproblemareas
insketches.
14. LMBShadedClosedLoops .Youshouldseeashadedarealiketheonebelow.

Ifyoudonot,usetheothertoolstoensurethatyouhaveaclosedloop.
15. HighlightOpenEnds ,showswhereopenendsare.Youcansketchalineor

arctofixanyopenends.
16. OverlappingGeometry ,showswhereoverlappinggeometryis.Youcanuse

DeleteSegmenttoaddressanyoverlappinggeometry.
17. FeatureRequirements ,RepeatSteps14untilallFeatureRequirementsare

satisfied
18. Done RemoveMaterial
YoucanusetheExtrudeTooltoeitheraddorremovematerialfromyourdesign
bysimplytogglingtheRemoveMaterialiconinthedashboard.
19. IntheRightSideToolbar,Extrude ,selectSketch2inthemodeltreeor

graphicsarea
20. RemoveMaterial ,ifneededFlipsothatthedirectionisintothecylinder,
ThroughAll ,Done
Usingpatternsallowyoutoplaceidenticalfeaturesonyourdesignwithspeed
andease.Therearemultipledifferenttypesofpatternstoincreasetheflexible
ofthepatterntool.
21. SelectExtrude2ifneeded,PatternintheRightSideToolbar,inthedashboard
changethetypetoAxis,DisplayAxestodisplayaxes,selectAxisA_1inthe
graphicsarea,type6[ENTER]forthenumberofmembers,SetAngularExtend
,type360[ENTER]fortheangularextend,Done
22. Hole ,selectaxisA_1andCTRLLMBthetopofthecylinder
Surf:F1(EXTRUDE1),type0.65[ENTER]forthediameter,ThroughAll ,Done

23. DisplayAxestohideaxes
CreateCenterFlange
1. IntheRightSideToolbar,Extrude ,RMBDefineInternalSketch,selectthe
bottomofthecylinderSurf:F1(EXTRUDE1)astheSketchPlane,Sketch
3. Doubleclickthediameterdimensionofthecircle,typein3.00,[ENTER],Done

4. Inthedashboard,type0.2[ENTER]forthedepth,ensurethatthedirectionis
awayfromthebottomofthecylinder,Done
CreateKeyBoss
1. DisplayPlanestoshowplanes,Revolve ,RMBDefineInternalSketch,select
RIGHTplane,Sketch
2. Sketchmenu,References,selectSurf:F16(EXTRUDE_3),selectF1(Front),Delete,
Close
Usingappropriatereferencesensureanaccuratedesignandflexibilityforany
designchanges.
3. RMBCenterline ,LMBtosnaptotheXaxis(2times),MMB
4. Withthecenterlinestillselected,RMBAxisofRevolution
5. Line ,LMBjusttotheaboveoftheoriginofthereferencesselected,drawa
horizontallinetotheleft,LMB,
6. Sketchalineup,LMB
7. SketchalineupandrightbacktotheYaxis,LMB
8. Sketchaverticallinedownbacktothefirstpoint,MMB
9. Dimensionasshownbelow

10. UsetheSketcherDiagnosticToolstoensurethatallfeaturerequirementsare
satisfied,Done
11. Inthedashboard,ensurethattherevolveangleis360,Done

12. IntheRightSideToolbar,Extrude ,RMBDefineInternalSketch,selectthe
bottomofthecylinderSurf:F17(REVOLVE_1)astheSketchPlane,Sketch
13. RMBCenterline ,LMBtosnaptotheYaxis(2times),MMB
14. NoHidden
15. Offset ,Edge:F17(REVOLVE_1),type0.1,[ENTER],OK,Close
16. Rectangle ,LMBaboveandtotheleftoftheoffsetedgeyoujustcreated,

LMB,dragtotherightacrossthecenterlineandensurethatitsnapssymmetric
totheCenterline,LMBsnaptoXaxis,MMBtofinish

17. Doubleclickthewidthdimensionoftherectangle,type0.20,[ENTER]
18. DeleteSegment ,deletesegmentsasshownbelow,leavinganarconright

sideoftherectangle

19. UsetheSketcherDiagnosticToolstoensurethatallfeaturerequirementsare
satisfied,Done
20. Inthedashboard,RemoveMaterial ,ifneededFlipsothatthedirectionis

intothecylinder,ToSelected ,LMBSurf:F16(Extrude3)thatisclosesttothe
sketch,Done
21. SwitchbacktoShadedView

22. DisplayAxestodisplayaxes
23. Hole ,selectaxisA_1andCTRLLMBSurf:F16(Extrude3),type0.42[ENTER]
forthediameter,ThroughAll ,Done

24. DisplayAxestohideaxes
CreateMountingHoles
1. Hole ,Surf:F16(Extrude3),
2. DisplayPlanestoshowplanes,dragoffsetreferencestotheTopplane,andthe
othertotheRightPlane
3. Doubleclicktheoffsetreferencevalues,type0.75,[ENTER]
4. Repeatfortheotheroffsetreferencevalue
5. CreateStandardHole ,ensurethatAddsTappingisunchecked ,change
thetypetoUNC,select1/420,selectClearanceHole ,ThroughAll ,Done
6. Ifneeded,selecttheholejustcreated,Pattern ,inthedashboardchangethe
typetoAxis,DisplayAxestodisplayaxes,selectAxisA_1inthegraphicsarea,
type4[ENTER]forthenumberofmembers,SetAngularExtend ,type360
[ENTER]fortheangularextend,Done
AddDraft,ChamferandFillet
1. IntheRightSideToolbar,Draft ,selecttheoutsideofSurf:F16(EXTRUDE_3)

2. RMBDraftHinge,selectthetopofSurf:F16(EXTRUDE_3),doubleclicktheangle
valve,type10,[ENTER],Done
3. IntheRightSideToolbar,Chamfer ,selectEdge:F16(EXTRUDE_3),double
clickthevalue,type,0.1,[ENTER],Done
4. IntheRightSideToolbar,Round ,selectEdge:F17(REVOLVE_1),doubleclick
thevalue,type,0.1,[ENTER],Done
ModelInformation
1. ViewManager ,Xsectab,New,typeRight,[ENTER],selectDonefromthe
MenuManager,selectRIGHTfromthemodeltree
2. DoubleclickRIGHTintheXsectab,
3. DoubleclickNoCrossSection,Close

4. Editmenu,Setup,Material,Doubleclickpvc.mtl,OK,Donefromthemenu
manager
Massproperties,suchascenterofgravity,haveasignificanteffectonthe
performanceoftherobotdesignthegame.Usethisinformationtobetteryour
designandgainanadvantageoverthecompetition.
5. Analysismenu,Model,MassProperties,selectDefault_CSYSfromthemodel
tree,changetypetoFeature,Done

6. Analysismenu,Measure,Distance,LMBthefirstholeinthepattern,LMBaxis
A_1,changetypetoFeature,Done
7. Viewmenu,ColorandAppearance ,AddNewAppearance+,intheBasic
tabselectColor,ColorWheel,selectacolorofyourchoice,Close,Apply,Close

SheetMetal
PTCUTrainingSheetMetalDesign
coursespecificallytargetedatthedetailsofcreatingconstantthicknesssheetmetal
modelsinPro/ENGINEER.
Title Description
SheetMetalDesign TheSheetMetalDesigncourseteachesusersthebasicsof
operatingintheSheetMetalModeinPro/ENGINEERaswellas
advancedtechniquessuchasUserDefinedShapesandcomplex
ripsandcornerreliefs.(COACEK2656)
CreateBentGeometry
Thistutorialwillprovideafoundationinsheetmetalpartmodelingby
recreatinganexamplefromtheFRCKitofParts.

1. File,Open ,PartDesignfolder,tilt_base.prt,Open
Thisportionofthetutorialwillshowhowtocreateandeditaflatwallfroma
predefinedwallshape
2. Pick orInsert,SheetmetalWall,Flat
3. PickEdge:F5(FIRSTWALL)asthereferencetoattachthewall

4. Usethedropdownmenufromthedashboardtoselectpredefinedflatwall
shapes.Selectafewdifferentonesandviewtheonscreenpreview
5. SelectRectangle,RMBEditShape,Settheheightvalueto1.3,MMBor to
completetheflatwall
Thisportionofthetutorialwillshowhowtocreateaflangewallusinga
predefinedprofile
6. Pick orInsert,SheetmetalWall,Flange
7. PickEdge:F4(FLAT1)astheplacementreferencefortheflangewall

8. Usethedropdownmenufromthedashboardtoselectpredefinedflange
profiles,chooseI
9. RMBEditProfile,Settheheightvalueto0.5,MMBor
Copy&Paste
Thisportionofthetutorialwillcoverhowtocopyandpastesheetmetal
geometrytoexpeditepartcreation
1. Ctrl+pickFlat1andFlange1fromthemodeltree
2. Edit,CopyorCtrl+C,Edit,PasteorCtrl+V,PickEdge:F5(FIRSTWALL),MMBor

CreateFlatGeometry
Thisportionofthetutorialwillshowhowtoflattenoutasheetmetalpart
1. Pick orInsert,BendOperation,Unbend,Done
2. PickSurf:F5(FIRSTWALL)
3. SelectUnbendAll,selectDone,SelectOKorMMB
Thisportionofthetutorialwillshowhowtomakesheetmetalcutsandcreatea
directionpattern
4. Pick orInsert,Extrude,RMBDefineInternalSketch,PickSurf:F5(FIRST
WALL)
5. SelectSketchorMMBtoentersketcher
6. Select tocreateacircle,clickanddragtocreateacircleinthelocation
shown.
7. Setthediameterto0.7
8. Changethereferencedistancefromtheverticalreferenceto2
9. Changethereferencedistancefromthehorizontalreferenceto1
10. Select beside toexpand,Select tocreateacenterline

11. Click2locationsalongtheverticalreferencetoplacethecenterline

12. Pickthecircle
13. Select andpickthecenterlinetomirrorthecircle
14. Select tocompletethesketch,MMBor tocompletethecut
15. SelectExtrude10fromtheModelTree

16. RMBPattern,ChangethepatterntypetoDirection
17. Toggleondatumplane ifnecessary.PickdatumplaneFrontasthereference
18. Setthepatternspacingto1andnumberofinstancesto3,MMBor
Thisportionofthetutorialwillshowanalternatewaytouseadirectionpattern
19. Pick orInsert,Extrude,RMBDefineInternalSketch,PickSurf:F5(FIRST

WALL),SelectSketchorMMBtoenterskether.
20. Select ,clickanddragtocreateacircleinthelocationshown.

21. Setthediameterto0.2
22. Changethereferencedistancefromtheverticalreferenceto2.8
23. Changethereferencedistancefromthehorizontalreferenceto1.3
24. Select tocompletethesketch,MMBor tocompletethecut

25. SelectExtrude11

26. RMBPattern,ChangethepatterntypetoDirection
27. PickdatumplaneFrontasthefirstreference

28. Setthepatternspacingto.5andnumberofinstancesto6

29. Clickthedashboardboxtoaddasecondreference

30. PickdatumplaneRightasthesecondreference
31. Select toflipthedirection

32. Setthenumberofinstancesto2
33. Setthepatterndistanceto5.6
34. MMBor tocompletethesecondpattern,toggleoffthedatumplanedisplay
BendBack
Thisportionofthetutorialwillshowhowtobendthesheetmetalpartback
fromitsflattenedversion.Noticetheflatcutswillproperlybendbackwiththeir
respectivewalls
1. Select beside toexpand,select orEdit,BendOperation,BendBack,Pick

Surf:F5(FIRSTWALL),MMBorselectOK

2. SelectBendBackAll,DoneorMMB,OKorMMBtocomplete
FlatPattern
Thisportionofthetutorialwillshowhowtomakeaflatpattern.Theflatpattern
isusedasamanufacturingtemplatewhichallowcutstobemadebeforebends
areadded
1. Select orInsert,BendOperation,FlatPattern,PickSurf:F5(FIRSTWALL)
DataExchange
WhendesigningandcollaboratingwithothersonyourCADdesign,youmay
needtousenonPro/ENGINEER2Dor3Dfiles.Thisisnotaproblemsince
Pro/ENGINEERreadsandwritestonumerousindustrystandard2Dand3D
formats.Thefollowingtutorialswillshowyouhoweasyitistoopen,add,
repairandreusedatafromothersystemsinPro/ENGINEER.
OpeningNonPro/ENGINEER3DFiles(STEP)
Inthefollowingexercise,youwillbeworkingwithaSTEPfilewhichisacommon
dataexchangeformatfor3DCADmodels.
1. File,Open ,setTypetoAllFiles(*),DEXfolder,rcs20.stp,Open
2. AcceptthedefaultvalueofPartandchooseOK

3. ReviewtheelementsanditemsopenedintheInformationWindow,thenClose

4. UsetheMMBtospinthemodelandviewthegeometry.
5. ChangefromShadedgraphicstoNoHiddenLineandbackwith and
IfthemodelisopenedandimportedintoPro/ENGINEERasacomplete3D

model,theedgeswillbewhite.Theeasiestwaytoverifythisistochange
fromShadeddisplaytoNoHiddenLine.

6. File,CloseWindow
AddingNonPro/ENINGEER3DFiles(STEP)toanExistingModel
1. File,New,Part,OK
2. TurnontheDisplayofDatumPlanes(iftheyareoff)
3. Lookatthefeaturestructureinthemodeltree
Bycreatinganewmodelusingthestandard3Dmodeltemplate,youhave
defaultdatumplanes,coordinatesystem,layerscheme,etc.Thisis
importantifyouarebuildingallyourCADmodelsfromthesamestandard
templateandalsotohaveasetofdatumplanesforassemblingthe
component.

Incomparison,whenthefileisopeneddirectly,youwillonlyhavethe
itemsavailableinsourcemodelinyournewPro/ENGINEERmodel.This
techniqueensuresyouhaveconsistentPro/ENGINEERmodelsregardless
oftheirsource.
4. Insert,SharedData,FromFile,setTypetoAllFiles(*),DEXfolder,rcs20.stp,
Open
5. ChooseOKfromtheChooseSolidOptionsandPlacementdialogboxtousethe
Defaultcoordinatesystem.

6. ReviewtheelementsanditemsopenedintheInformationWindow,thenClose
7. UsetheMMBtospinthemodelandviewthegeometry.

8. File,CloseWindow
OpeningNonPro/ENGINEER2DFiles(DXF)
Inthefollowingexercise,youwillbeworkingwithaDXFfilewhichisacommon
dataexchangeformatfor2DCADdrawings.
1. File,Open ,setTypetoAllFiles(*),DEXfolder,a_7z_4f2608.dxf,Open
2. AcceptthedefaultvalueofDrawingandchooseOK

3. AcceptallthedefaultoptionsintheImportDXFdialogbox,thenOK

4. UsetheMMBtozoominandoutandShiftMMBtopanthedrawing.

5. File,CloseWindow
PartDrawing
PTCUTrainingDetailing
coursespecificallytargetedatthedetailsofcreating2DdrawingsinPro/ENGINEER.
Title Description
Detailing TheDetailingcourseteachesusershowtocreateadrawing,add
views,sections,dimensionsandtext.Thiscoursealsoshows
usershowtoutilizeaformat.(COACEK2652)
Ideasandengineeringinformationareoftensharedwithothersintheform
ofanengineeringdrawingorblueprint.Nowthatyouhavecreatedasolid
model,itisnottimetousethemodeltocreateadrawing.
Thistutorialwillleadyouthroughthestepbystepprocesstocreatean
engineeringdrawingincluding:howtochooseasizeandformat,howto
createvarioustypesofdrawingviewsandshow,andshowhowtocreate
dimensionsandnotes.
CreateaPartDrawing
1. File,New , Drawing,enternewName:coupler,enterCommonName:
COUPLER,uncheck Usedefaulttemplate,OKfromtheNewdialogbox.

2. Browse,coupler_complete.prt,Open,choosec_part.frmfromtheFormatdrop
downmenu,OK.PressEnteror toacceptsheet1,enteryournamefor
DrawnByandpressEnteror

3. PicktheLayers icontodisplaythelayerlistintheModelTree,RMBHideon
the icon,Layers totogglebacktothefeaturelistintheModelTree.
4. UsetheMMBtozoominor toreviewthetitleblock.Use tozoombackto

thefulldrawing
Engineeringdrawingswillalwayshaveastandardborderandtitleblock.In
Pro/ENGINEER,thisisreferredtoasthedrawingformat.Thisitemisusedinthe
drawing,butonlythetitleblocktextiseverchanged.

5. RMBInsertGeneralView(onthesheet),pickontheupperleftareatoplace
thefirstdrawingview

6. DoubleclickToptosetthevieworientation.

7. PickOKorMMBtoconfirm.

8. SelecttheTopviewjustcreated,RMBInsertProjectionViewMovethemouse
belowthefirstviewandLMBclicktoplacetheprojectionview
Projectionviewsaredependentonthegeneralviewtheyreference.Movethe
generalviewandtheprojectionviewswillfollow
9. SelectthegeneralTopview,RMBInsertProjectionView,movethemouse
horizontallyandLMBclicktoplacethesecondprojectionviewasshown

10. Withthesecondprojectviewselected,RMBProperties,pickSectionsin
Categoriescolumn, 2Dcrosssection.Pick toaddcrosssectiontoview,

selectAtoreuseapreviouslycreatedcrosssection

11. Dragthehorizontalscrollbar,LMBpicktoactivatetheArrowDisplaysection,
thenselectthegeneralTopview,OKorMMB

12. DoubleclickthenoteSCALE:1.000locatedinthelowerleftcornerofthescreen,
enter1.5,MMBor tochangethescale
Drawingscalescanbeindividuallysetwithinthedrawingviewwindow
13. Pick tounlocktheviewmovements,LMBclickanddragtheviewstothe

layoutasshown
14. ChangeactivedisplaytoNoHidden ,Repaint
AddAdditionalViews
Thisportionofthetutorialshowshowtocreateadetailview.Detailviewsare
enlargedviewswhichareveryusefulwhendimensioningsmallcomplicated
portionsofparts
1. Insertmenu,DrawingView,Detailed,LMBselecttheedgeashighlighted
below

2. LMBpickontheviewafewtimestosketchasplineencompassingthekeyway
areathatwewanttoshowindetail,MMBtofinishthespline,LMBpickatthe
middleemptyareatoplacethedetailviewasshown

3. SelecttheannotationSEEDETAILAintheFrontview,dragandmoveittoget
closertotheview

4. Selecttheannotationbelowthedetailview,doubleclickthe3.000,enter2.0as
thenewscalefactortoscalethedetailviewsmaller,MMBtoconfirm
Thisportionofthetutorialshowshowtocreateaalternativegeneralviewinthe
isometricperspective
5. RMBInsertGeneralView,LMBpickthelowerrightcornertoplacethe
generalview.DoubleclickISOMETRICtoorienttheview

6. PickViewDisplayintheCategoriescolumn,changeDisplaystyletoShading

7. PickOKorMMB
AddDimensionsandNotes
Thisportionofthetutorialwillintroducehowtoshow,createanderase
dimensionsinthedrawing
1. PickShowandErase ,select asType, Feature,selecttherevolution

featureintheTopviewasshown,thenselecttheroundfeatureasshown

2. Continuetoselectthechamferfeatureandthedraftfeatureasshown

3. MMB,pickAcceptAll,Closethedialogbox,reviewthedimensions

4. IntheModelTree,holdCtrlandselectExtrude1andExtrude3,RMBShow
Dimensions

5. HoldCtrlandselectdimensions1.00,.60,10intheTopviewandthe
dimension1.25 intheFrontview,RMBMoveItemtoView,selectthecross
sectionviewasthetargetview

6. LMBselecttheTopview,RMBCleanupDimensions,ApplyandClosethe
CleanupDimensionsdialogbox,select97.5 and drag it to adjust its
position as shown

7. Selectthecrosssectionview,RMBCleanupDimensions,ApplyandClosethe
CleanupDimensionsdialogbox
8. Selectthesnaplineof1.25ashighlightedbelow,dragittothebelowofthe
view

9. SelectthenoteSECTIONAA,RMBProperties,pickTextStyletab,change
HorizontaltoCenter,OK

10. Selectthedimension10anddragittouppersideasshown,thenselect10,
RMBFlipArrows,dragthetexttoadjustitspositionintheviewasshown

11. Select orInsert,Dimension,NewReferences.LMBpickthetopandbottom
edgesasshown

12. MMBattherightofthesectionviewtoplacethedimension,MMBtoconfirm

13. Selectthe360intheFrontviewasshown, RMBErase
14. PickShowandErase ,select asType, FeatureandView

15. SelectthelowerholefeatureashighlightedintheFrontview,MMB

16. PickAcceptAll,ClosetheShow/Erasedialogbox,LMBselectthehole
annotationandmoveittoadjustitspositionasshown
PartDrawingChallenge
1. Dimensionthedetailview

Assembly
PTCUTrainingAssemblies
coursespecificallytargetedatthedetailsofcreatingassembliesofsolidmodelsin
Pro/ENGINEER.
Title Description
Assemblies TheAssembliescourseteachesthebasicsinassemblydesign
andconstraints.Userslearnhowtoassembleexistingpartsina
BottomUpDesignmethodology.Theyalsolearnhowtobuilda
DesignIncontext,orTopDownDesignstructure.Indoingso,
usersmustlearnhowtocreate,applyandmanipulateSkeletons
andMapParts.(COACEK2650)
ThistutorialwillcoversomefundamentalfunctionalitiesinPro/ENGINEER
Assemblymodule,suchasassemblingcomponents,explodedview,replace
component,masspropertiesofassembly,Interferencechecking,etc.
ThecontentforthistutorialisfromAndyMark,Inc.Thiswillbeaversionoftheir
CBaseKitChassisforthe2009FRC.Wewillbeusingtheshortandwideversion
with24inchcchannelsandafourwheeldrivesystem.Whiletherearemany
waystoassemblethis,weareusingAndyMarksdocumentedmethod.
WheelAssembly
1. File,Open ,doubleclickonc_base_wide_complete.asm.Thisisthefinal
assemblythatwewillbuildinthisexercise.Window,Close.

2. File,New ,changeTypetoAssembly(*.asm),andenterwheelslickforthe
name,thenOK.
3. PickAssemble ,selectwheel.asm.Afterthepartappears,RMBandselect
DefaultConstraint.Click (orMMB)tofinish.Thisplacesthefirstcomponent
inthisnewassembly.

4. PickAssemble ,select1614z_bearing.prt,OPEN
Herearesomevaluabletricks!Topanthepartbeingassembledaround,use
CNTRLALTRMBanddragthepartaround.UseCNTRLALTMMBtospinthenew
component.IfyoudontusetheCNTRLALTaction,youcanspin,zoomandpan
allthepartsaroundatthesametimetogether.Pricelesstip!

5. Noticethedashboard;youcanuseitforadditionalinformationaboutthe
assemblyprocess.Firstselectthetwocylindricalsurfacesofthetwopartsas
shown.

6. Nextweneedthematethecomponents,selectthetwosurfacesshown.You
willlikelyneedtospintheassemblywithMMB.Click (orMMB)tofinishafter
thepartsaretogether.
7. Repeatthisonothersideofwheel!
8. Younowhavebothbearingson,right?Anditnowlookslikethis:

9. PickAssemble ,selectsprocket_spacer.prt,OPEN.Selecttwocylindrical
surfacesfirstasshown.Youcanuseanycylindricalsurfacefromthetirepart.

10. Selecttwoflatsurfacesasshown.Thiswillresultinamatecommand.This
completestheassemblyofthespacer,click (orMMB)tofinishaftertheparts
aretogether.

11. Youshouldbeanexpertbynowwiththis.Next,PickAssemble ,selectS35

22LE_spacer.prt,OPEN.Selecttwocylindricalsurfacesfirstasshown.Youcan
useanycylindricalsurfacefromthesprocket_spacer.Thiswillcreateaninsert
connection.

12. Younowneedtomatethetwosurfaces.Selectthetwoflatsurfacesofeach
part.
13. RMBToggleoffAssumptions.Thiswillrequireyoutolineuptheboltholesso
thatyoucanconnectthepartstogetherinthenextstepwithbolts.Youcanalso
gettotheassumptionsbyclickingPlacement,andunchecktheboxAllow
Assumptionsinthedashboard.

AllowassumptionsisthedefaultactionthatoccurswhenPro/ENGINEERseesa
mateandinsertcommandtogether.Ninetimesoutoften,allowassumptionsis
somethingthatisdesired.Therotationofapart,suchasabolt,reallydoesnt
makeadifference,soPro/ENGINEERassumesarotationandallisgood.

14. RMBNewConstraint.Thiswillputyouinselectionmodeagaintoaddthethird
constraint.
15. Selecttwosurfacesofanyoftheholesthatlineup!Thiswillcompletethe
assemblytask,click (orMMB)tofinish.
16. Nextyouassemblethebolts.PickAssemble ,selectshcs.prt,OPEN.

Pro/ENGINEERwishestoautomaticallyplacethebolt.Sincethebolthassome
placementinformationbuiltintoit,allyouhavetodoistelltheboltwhich
surfaceitistouchingandwhichsurfaceitisinsertedinto.
17. Selectthetwosurfacesshown.Thiswillplacethebolt.Click (orMMB)to
finish

18. Youveplacedonebolt.However,youplaceditintosomegeometryofahole
thatispatternedonthesprocket.Youcanuseareferencepatterntoplacethe
restofthebolts!Reallycoolandveryfast!
19. Selectthebolteitherfromthemodeltreeorthegraphicswindow,RMB
Pattern.Noticeinthedashboarditwantstouseareferencepattern.Click (or
MMB)toaccept.
20. SavethisfileFile,Saveor .Thatconcludesthewheelassemblyexercise.

Greatjob!
Congratulations!YouhavecompletedthewheeltutorialforPro/Assembly.Keep
going.
ExplodeState
1. PickViewManager ,Explodetab,New.NameitWheelandENTER.Clickon
Propertiesinthelowerleftpartofthedialogbox.Thenclick EditPosition.

2. Anewdialogappearsforeditingthepositionofthepartsintheassembly.Fora
motionreference,changeittoPlaneNormal.Selectthesurfaceshown.You
coulduseanyflatsurfaceyoudesirewhenmakingareferencesuchasthis.

3. Nextyouwilldragcomponentsaround.Tomakeiteasiest,keeptheboltpattern
wheretheyareandmovetheotherparts.Rotateyourmodelsoyoucanseeand
pickthedesiredparts.LMBtopickcomponents,movemouse,andLMBtodrop
themwhereyoucurrentlyare.

4. OK,OKtofinishtheexplodestate.ClickListtoreturntothelistviewinthe
dialogbox.RMBSaveonthewheelexplodestate,OK.
5. YoucantoggletheexplodestatestatusbyRMBExplode.
6. AftertheassemblyisUnexploded,clickClosetoexitthedialogbox.Click ,
View,Orientation,Refit.
Thiscompletestheexplodestateexercise.Therearemanymorethingsyoucan
dowithexplode,butthiswasanintroduction.Keepongoingtothenexttask!
FrameSubassembly
1. File,Open ,doubleclickonshort_dual_rail1.asm.Thisisthefinalsub
assemblythatwewillbuildinthisexercise.Window,Close.

2. File,New ,changeTypetoAssembly(*.asm),andentershortdualrailhow
forthename,thenOK.
3. PickAssemble ,selectshort_c_channel_wide_frame.prt,Open.Afterthepart
appears,RMBandselectDefaultConstraint.Click (orMMB)tofinish.This
placesthefirstcomponentinthisnewassembly.

4. RotatethemodelsothatyouhavetheindicatorholeDOWNasshownbelow.
5. PickAssemble ,selectcorner_extrusion.prt,Open.Noticecarefullyhowthis
partisassembledbelowintheimage.Theextraholeintheextrusionisalong
theedgeofthecchannel.

6. Firstinsertthetwosurfacesasshownbypickingthetwosurfaces.Repeatthis
fortheotherholes.Thisstepwillcreatetwoconstraintstolineuptheholes.

7. Lastly,selectthetwosurfacestomatethetwosurfacestogether.

8. Thisishowitshouldlook.

9. Repeatthisextrusionontheotherside.PickAssemble ,select
corner_extrusion.prt,Open.Usethesameprocessasthefirstonewithtwo
insertsandafittheextrusionintothegap.Itshouldbeputinasshown.

10. Youshouldnowhaveyourassemblylookingasshownbelow.
11. Makesureyouareawareofwhatistopandbottombeforethisstep.The
indicatorholeisonthebottom.Theboltheadshouldbeshowingfromthetop!

12. PickAssemble ,selectbolt_4.prt,Open.Sinceaboltinthiscaserequiresa
mateandaninsert,justpicktheflatsurfacefirst,thenthecylindricalsurface
second.Click (orMMB)tofinish.
13. Selectthebolt_4,Edit,Repeat.Youaregoingtorepeatthisboltthree
additionaltimesintotheotherholesrequiringonetomakeitfourboltstotal.
ClickInsert,Add.

14. Selectthethreeadditional3cylindricalholeareas,Confirm.Youhaveallthe
boltsrequiredatthistime.

15. PickAssemble ,selectnut_4.prt,Open.Sinceanutinthiscaserequiresan
insertandamate,justpickthecylindricalsurfacefirst,thentheflatsurface
second.Click (orMMB)tofinish.

16. Selectthenut_4,Edit,Repeat.Youaregoingtorepeatthisnutthreeadditional
timesontotheboltstomakeitfournutstotal.ClickInsert,Add.Picksurfacesof
bolts,Confirm
17. Eachsideoftheassemblyshouldlooklikethis:
Youshouldbegettingthehangofthisassemblystuffbynow.Therewillbeless
picturesfromthispoint,sinceyouknowwhatyouaredoingnow.
18. PickAssemble ,select375X7_hex_bolt.prt,Open.Younowneedthe3/8x7

longaxlescrews.Useaninsertandmatetogetthefollowingplacement.Pick
Assemble ,select375X7_hex_bolt.prt,Openagainandplaceonemoreon
theotherside.

19. Assemble ,selectspacer_a.prt,Open.Placeinthelocationshown.Useinsert
andmatecommands.Click (orMMB)tofinish.

20. Assemble ,selectspacer_b.prt,Open.Placeinthelocationshown.Useinsert
andmatecommands.Click (orMMB)tofinish.

21. Assemble ,selectwheel_slick.asm,Open.Thiswillalsobeasimpleinsertand
matecommand.Selectthesurfacesshown.Click (orMMB)tofinish.

22. Assemble ,selectwheel_slick.asm,Open.Repeatwithsameprocedureas
previousstep.Click (orMMB)tofinish.Youshouldnowseethisonyour
screen.SavethisfileFile,Saveor .
Youhavenowcompletedthissectionofthetutorial.Therearetwooptional
challengesaheadofyouifyouhavetimetocompletethem.Youcanskipthese
twochallengesandgototheTask4laterinthistutorial.
AssemblyChallengeCompletetheFrameSubassembly
Thanksfortakingonthisadditionalchallenge. Youhaveacquiredallthe
necessaryskillsinAssemblytobeabletocompletethissubassembly.Usethe

samemethodsasbefore.Followthestepsbelowtocompletethesubassembly!

1. Addthepartsintheorderbelow.
2. spacer_a.prt,spacer_b.prt.Eachaxlegetsoneofeach!

3. short_c_channel_wide_frame.prt.Remembertokeeptheindicatorhole
DOWN.

4. nut_4.prtforaxles.Twoofthese.

5. corner_extrusion.prt(2)andadditionalhardware,bolt_4.prt(4)andnut_4.prt
(4).

6. mount_angle.prt.Putitinthecenter,thismaytakeacoupletries.Additional
hardware,washer.prt(2),shcs.prt(2),nut_4.prt(2).
Greatjob!TheFrameSubassemblyshouldnowlooklikethis!Thisistheendof
OptionalChallengeNumber1.
AssemblyChallengeFrameTopLevelAssembly
ThischallengewillcompletethetoplevelassemblyAndyMarksCBaseKit
Chassisforthe2009FRC.Thisshortandwideversionhas24inchcchannels
andafourwheeldrivesystem.Followtheorderofpartsbelowtocompletethe
toplevelassembly.
1. Herearesomecompletedpicturesofthefinalassembly.Notetwothings:the
locationoftheoffsetwheelsandthecorners.
2. File,New ,changeTypetoAssembly(*.asm),andenter
final_HOW_Frame.asmforthename,thenOK.
3. c_channel.prt.KeepindicatorholeDOWNjustlikeontheshortc_channels!

4. short_dual_rail1.asm.Thisisthesameonethatyouworkedoninthetutorial
andoptionalchallenge1.Incaseyoudidntfinishit,thisisthecompleted
subassembly.Noticethecorneranddirectionofaxlebolt!Usetheholesfrom
thecornerbrackets.

5. short_dual_rail2.asm.Putontheotherside.Noticethecorner!

6. c_channel.prt.Asshown.

7. Allrequiredhardware!16ofeachbolt_4.prtandnut_4.prt.Userepeat!Each
cornershouldnowbecomplete.

8. mount_brace_1.prt(2).Locationshouldbeclosetoasshownbelow.Complete
thisonbothsides!

9. Allrequiredhardwareforthemount_brace_1.prt.Addwasher.prt(4),shcs.prt
(4)andnut_4.prt(4).
YouarenowcompletewiththeOptionalChallengeNumber2FrameTopLevel
Assembly!
AssemblyTools
Thistaskisdividedinto4sections.CrossSections,MassProperties,
InterferenceCheckingandReplace.

CrossSections
1. File,Open ,doubleclickonWheel_Bearings.asm,orOpen.

2. PickView,ViewManager ,PickOrienttab,doubleclickXsectionview.Pick
Xsectab,doubleclickXsection,reviewthesectionview.RMBVisibility.
DoubleclickNoCrossSection.RMBVisibility(toggleitoff),ClosetheView
Manager

3. Window,Close
MassProperties
ThemasspropertiesofanyassemblyinPro/ENGINEERisveryaccurate.You
needtoenterthecorrectdensityforthematerialthatthecomponentismade
of,thenyoullgetextremelyaccuratereportsofhowmuchyourrobotwill
weigh.
1. File,Open ,doubleclickoncorner_extrusion.prt,orOpen.
2. Edit,Setup,MassProps.Thedensityfor6061T6Aluminumis.099lbm/in^3.
ClickonGenerateReport.Thepieceweighsabout.24pounds.

3. Close,Ok,Done.(closealldialogboxes).Window,Close
4. File,Open ,doubleclickonCBase_Wide_Complete.asm,orOpen.
5. Analysis,Model,MassProperties.Clickontheiconinthelowerleft .This
willgenerateareportfortheentireassembly.Clickon .Thisgivesafull
reportinanewwindow.Thisassemblyweighs15.5pounds.Close, .

InterferenceChecking
NowletsmoveontoInterferencechecking.Pro/ENGINEERcanmakea
completecheckonyourassemblytomakesureeverythingwillfit.Italsofindsif
youmayhavemadeamistakeinassembling.

1. KeepworkingwiththeCBase_Wide_Complete.asm.Itshouldstillbeopened,
butifnot,openitagain.
2. Analysis,Model,GlobalInterference.Clickontheiconinthelowerleft .

3. Theboltandthewasherareinterfering.Canyoufixit?
4. Closethedialogbox, .Inthemodeltree,locatetheshort_dual_rail2.asm,
selectit,RMBOpen.

5. Selectthebolt,RMBEditDefinition.
6. ClickonthePlacementtabinthedashboard.Changethereferenceforthe
matedefinition.CurrentlyitismatedwiththetopoftheMount_angle.prt.It
needstobechangedtobematedwiththetopofthewasher.Clickonthe
yellowareawhereitsaysMount_anglesurfacereference,andthenselectthe
topofthewasher.Click (orMMB)tofinish.

7. Window,Close
8. RepeattheInterferencecheckontheC_Base_Wide_Complete.asmandyou
shouldnowgetamessagesaying,Therearenointerferingpartsinthe
messagewindow.
YouhavenowcompletedtheInterferenceCheckingsection.
ReplaceComponents
1. KeepworkingwiththeCBase_Wide_Complete.asm.Itshouldstillbeopened,
butifnot,openitagain.

2. PickViewManager ,Orienttab,doubleclickExchange,notethatthetwo
mountbracesarewithdifferentshapes,Close.
Wearegoingtoreplacethebrace(witharectanglecut)withtheonewhichis
witharoundcut
3. Selectthebracewithrectanglecutinthegraphicswindow(orselect
MOUNT_BRACE_2.PRTintheModelTree),RMBReplace.CheckUnrelated
Component,pick ,selectmount_brace_1.prtandOpen

4. PickEditRefTable,pick inReferencePairingTable,reviewfour
rules.Highlightpairingsandreviewpairingsingraphicswindow,OK,OK,review
theupdates,notethatnowthetwobracesarethesame

Astheincomingcomponenthasthesamemodelingmethodologywiththe
outgoingcomponent,soPro/ENGINEERautomaticallycreatesreferencerules,
whichisjustwhatwewanthere
Congratulations!YouhavecompletedthetutorialforPro/Assembly
AssemblyDrawing
PTCUTrainingDetailing
coursespecificallytargetedatthedetailsofcreatingdetaildrawingsinPro/ENGINEER.
Title Description
Detailing TheDetailingcourseteachesusershowtocreateadrawing,add
views,sections,dimensionsandtext.Thiscoursealsoshows
usershowtoutilizeaformat.(COACEK2652)
ThistutorialwillcoversomefundamentalcapabilitiesinPro/ENGINEERfor
creatingadrawingwithanassemblymodel(.ASM)includinghowtocreatea
newdrawingwithaformatandBOMreport,addanexplodedviewandadd
BOMballoonstothedrawing.
CreateanAssemblyDrawingwithBOMReport
1. File,New , Drawing,enternewName:c_base_wide,enterCommon
Name:CBASEWIDE,uncheck Usedefaulttemplate,OKfromtheNew
dialogbox.
2. Browse,c_base_wide_drawing.asm,Open,choosed_assy.frmfromtheFormat
dropdownmenu,OK.PressEnteror toacceptsheet1,enteryournamefor
DrawnByandpressEnteror .
3. UsetheMMBtozoominor toreviewthetitleblockandBOM(Billof
Materials)reporttable.Use tozoombacktothefulldrawing.

4. RMBInsertGeneralView(onthesheet),OKtoSelectNoCombinedState,
pickatthecenteroftheemptyareatoplacethedrawingview
5. PickViewStatesCategory,check Explodecomponentsinview,Applytoview
thechange,Close
6. ChangeactivedisplaytoNoHidden ,Repaint
7. UnlocktheviewbypickingRMBLockViewMovement ontheview,usethe
LMBtodragadjustthepositionoftheview
8. Tablemenu,BOMBalloons,SetRegion,Simple,picktheBOMReport(repeat
region),OK
9. SelectCreateBalloonontheMenuManager,ShowAll,Done

10. Selectthedrawingview,RMBCleanupBOMBalloons,check Create
correspondingsnaplines,Preview,OK
11. UsetheLMBtomoveoneormoreoftheballoonssotheleaderlinesdonot
crosseachother.MovetheWHEELBEARINGballoon(4)tothebottomofthe
viewbetween(2)and(21).
Noticehowtheballoonssnapontothesnaplines.Youcanplacethem

freelyonthedrawingsheetoralignthemusingsnaplines.
12. ChangetheattachmentpointfortheWHEELBEARINGballoon,(4)byclickingon
theballoontohighlightitinred,thenRMBEditAttachmentontheleaderline,
usetheMMBwheeltozoominandselectthehorizontalsilhouettelineonthe
bottomofthebearing,OK
13. Selectanyballooninthedrawingview,andreviewthehighlightedcounterpart
intheBOMtableandviceversa
AssemblyDrawingChallenge
1. AddasecondsheettothedrawingusingtheInsert,Sheetcommand,Inserta
newGeneralViewandcreatea3viewlayoutasshownbelowusingallthree
typesofViewDisplays;NoHidden,HiddenLineandShading

2. InsertanewDetailviewofasmallsectionofadrawingview

3. ChangetheBOMBalloonstoincludeaQuantityandCallNumber
MechanismDesign
PTCUTrainingMechanismDesign
coursespecificallytargetedatthedetailsofcreatingmechanismsandmechanism
simulationinPro/ENGINEER.
Title Description
Introductionto TheIntroductiontoMechanismscoursecoversthe
Mechanisms fundamentalsofmechanismkinematics.Thiscoursewilllookat
definingmechanisms,makingthemmoveusingservomotors,
andanalyzingthemotion,butwillnotdiscusstheforcesthat
mightactonthesystem.TheMechanismDynamicsOptionis
requiredtohandleforceinteractions.(COACEK2660)
Mechanism Thiscourseisdesignedforexperienceduserswhowanttoadd
Simulation motiontotheirproductsandanalyzedynamicreactionsof
movingcomponents.Inthiscourse,youwillfocusonlearning
advancedmodelingandanalysisskillsinthiscomprehensive,
handsoncourse.Topicsincludedevelopingthe3Dmodel,
analyzingthemechanismmodel,andevaluatingresults.These
topicswillenableyoutomeasuredynamicreactionsof
components,measuretheforcerequiredtokeepamechanism
balanced,anddeterminetherestingstateofamechanism.
Aftercompletingthiscourse,youwillbepreparedtoworkon
mechanismdesignsusingPro/ENGINEERWildfireMechanism
DynamicsOption.Attheendofeachmodule,youwillcomplete
askillsassessment.Thequestionsareusedtohelpreinforce
yourunderstandingofthemoduletopicsandformthebasisfor
reviewofanytopics,ifnecessary.(SABCEK2798)
Nobodyneedstotellyouthatdevelopingamechanismintherobotisakey
differentiatorbetweenthecompetition.Youshouldbefamiliarwithhowto
createmechanismsbeforeyouthegameannouncement.Pro/ENGINEERhas
someincrediblemechanismtoolsthatcanmakeanytypeofmotionpossible
andsaveyoulotsoftime.
PinJoints
Inthefollowingexercise,youwillbedevelopinga3Dmechanism.Youwilluse
jointstocreateyourmechanismandthencreateamotortodrivetherobot
throughitsdesiredmotion.
1. File,Open ,SketcherLayoutfolder,mechanism.asm,Open
2. File,Open ,wheel_nomotor.asm,Open.Youaregoingtoputtherestofthe
wheelassemblytogether.
3. Assemble ,non_motor_shafts.prt.Rotatethemodelsothatitiscloseto
whereitwillbelocatedasshownbelow.ChangeUserDefinedtoPin.

4. Selectthesurfacesrequiredasshownforthetwosurfacesforthepinjoint.This
issimilartousinganinsertcommand.

5. Nextselectthetwosurfacesforthematingsurfaceforthepinjoint.Thiswill
bringthetwosurfacestogether.YoucanuseCTRLALTRMBtotranslatethe
componentbeingassembledorCTRLALTMMBtorotatethecomponentbeing
assembled.Thiswillcompletethepinjoint, .
6. ClickonDragComponents, ,tospinthemodelaround.MMBtocancelafter
movingitaroundawhile.Nowwellassemblethewheeltotheshaft.Thewheel
willthenmovewiththeshaft.Close.
7. Assemble ,wheelwithhub.asm.Toggledatumplaneson, .Movethe

wheelassemblyintopositionwithCTRLALTRMBtotranslateandCTRLALT
MMBtorotate.

8. Assemblethewheelwithhub.asmbyfirstaligningthetwodatumplanesFront
andRight_1.Selectbothplanesforthefirstconstraint.Toggleplanesoffafter
thisconstraintiffinished, .
9. Nextyouaregoingtoaligntwoofthesurfacesthatarepartofthehexshapeof
theshaftandinsidethewheelassembly.Itdoesntmatterpreciselywhich
surfacesareselected,justchoosetwothatmatch, .
10. Nowthewheelwillmovewiththeshaft.Testitoutwithdragcomponents. .
Closewhenfinished.
11. Window,Close.Theassemblynowhasawheelinit,soallthehigherlevel
assembliesnowhavewheelsandthe6requiredwheelsarenowinthe
assembly.
SliderJoint
1. Assemble ,hopper.asm.Toggleondatumplanesandaxes,and .Change

UserDefinedtoSlider.Asliderjointislikeareciprocatingsawblade.Itslidesin
onedirectionanddoesnotrotate.
Atrickthatyoushouldalwaysuseistoputthenewcomponentclose to
whereitwillsoonbelocated.Themechanismjointwillsnapthe

componentintoplaceinthenearestconfigurationthatitcansolve.Help
Pro/ENGINEERoutbyplacingthecomponentclosetowherethejointwill
occurbyusingCNTLALTMMBandCNTLALTRMB.
2. SelectthetwoaxescalledCenterforbothcomponents.Thenselecttwo
planes(onefromeachcomponent)calledCenter1.Belowishowyour
mechanismshouldlook.Youmayhavetoflipthe

3. Nextwewouldliketoaddaregenerationvaluetothismechanismjoint.Select
fromthedashboard,PlacementandTranslationAxis(thisisoptionalforaslider
joint).
4. SelecttheplanenamedBottomonthehopperassemblyandthesurfacefrom
theframeasshown.

5. Changethecurrentpositionto0,ENTER.SetZeroPosition(Important!)and
thenCHECKtheboxforEnableregenerationvalue. .
6. ClickonDragComponents, ,todefinesomesnapshots.Expandthe
Snapshotsmenu.Clickontomakeasnapshotandrenameitlower,ENTER.Now
dragthehopperupandthenLMBtoleaveitinposition.Clickontomakea
snapshotandrenameitupper,ENTER.Close

7. Themechanismisnowleftintheupperposition.ClickRegenerate,andthe
mechanismwillgotoitsregenerationvalueofzero.
MechanismDesign
1. Applications,Mechanism.Youwillnowcreateamotortodriveyour
mechanism.Click .SelecttheSliderTranslationArrow.ThengototheProfile
tab.

2. OnceyouareontheProfiletab,changethemagnitudetoRampandenter32
fortheBvalue.Theequationmotorisdrivenbytheequationq=A+Bt.Ifwerun
thismotorfor1second,itwillraise32inches.OK

3. (orRMBNewonAnalysisfromthemodeltree).Changethemethod(Length
andRate)toLengthandFrameCount.Changetheendtimeto1and51frames.

4. Run,OK.Themechanismshouldgofromitsoriginalpositionto32incheshigh.
5. Playbackthemotion, ,and .Adjustthespeedslidertomakeitgofaster.

Close,Close.

6. Nextwellmodifythemotortoadifferenttype.Inthemodeltree,Expand
MOTORS,ExpandSERVOandRMBServoMotor1,EditDefinition

7. ChangetoProfiletab.ChangeRamptoCosine.EnterA=16,B=1,C=16,and
T=1.Thiswillresultinthehoppergoingup32inchesandreturnbacktothe
originalposition. ,toseemotioninagraph, ,OK.

8. ExpandANALYSISinthemodeltree,RMBRun,YES.

9. Thisconcludesthemechanismexercise.Applications,Standard,Yes.Closeall
windows.
Atthispointyoucandomanythingswiththeanalysis.Youcanchangethe
definitionforthemechanismtorunfor2seconds.Thiswillcauseittogoup
anddowntwice.Youcanalsotryandcreateamoviewhenyouplaybackthe
animationbyclickingcapture,inthedialogboxwhenyouplaybackan
animation.

ProjectLinkDocumentManagement
PTCUTrainingWindchillProjectLink
coursespecificallytargetedatthedetailsofWindchillProjectLink.
Title Description
Windchill Inthiscourse,youwilllearnthecapabilities,features,and
ProjectLink9.0 terminologyofWindchillProjectLink.Youwillalsolearnabout
Application theProjectLinkuserinterfaceandhowtosearchfor
Orientation information.Finally,youwilllearnaboutaccessingHelpand
settingyourpreferences.(SABCEK2499)
Windchill Inthiscourse,youwilllearnhowtomanagedocumentsand
ProjectLink9.0 linksinProjectLink.Whileprojectmanagersneedtoknowthese
Information skills,itisalsocriticalforprojectparticipantstoknowthese
Management skills.Hence,youwilllearnhowtocreatedocumentsinthe
ProjectLinkfolderstructure.Youwillalsolearndocument
managementtechniques,suchascheckoutandcheckin.(SAB
CEK2501)
WindchillProjectLinkcanmanagealmostanykindofdocumentusedina
design.Youcanaddweblinks,MicrosoftOfficefiles,Archivefiles,AVIfiles,
etc.Italsorecordstheiterationhistoryofthefilesandarchivestheteams
collaboration.Asauser,youcanuseWindchillProjectLinktocollaborate
withtheotherteammembersandgetupdateinformation,relatedtothe
Project,quicklyandconveniently.
FoldersorDocumentsManagement
Beforeyouaccesstotheproject,makesureyouareintheprojectteam.
Otherwise,youcanregisteryouraccount
athttps://www.ptc.com/appserver/common/account/student.jsp.Youmust
submittheapplicationtotheprojectadministratororprojectmanagerbefore
youcanjoin.
YoucanjointheteambyclickingtheJoinProjectlinkfromtheinvitationemail
whichwillbesentbytheadministrator.
1. Openbrowserto:https://firstptccom/Windchill/,enteryourUserNameand
Passwordtoaccesstoyourownproject
2. AccesstoDocumentfolder,pickNewLink ,enterLinkName:FIRST
Homepage,URL:http://www.usfirst.org/,OK

3. Clickthelinkwasjustaddedtothefolder,gototheFIRSThomepage
Youcanaddmorelinkstoyourprojectfolder,whichyoucanconvenientlyuseas
resourcepages.
4. BacktoProjectpage,accesstoDocumentfolder,pickNewFolder fromthe
aboveicons,enterfolderName:Presentation,Finish,OK

5. Openthefolderthatwasjustcreated,chooseAddanewdocument fromthe
topoftheFolderContentstable
ThiscanalsobeaccomplishedbyselectingNewDocumentfromtheActionspull
downnexttothefolder.
6. ChooseDocumentfromtheTypepulldownmenu,Next
7. ClickBrowsebuttonnexttotheLocalFilePathfield,browsetothePJLfolder
andselectthedocumentFIRST_Robotics_Drive_Systems.ppt,Open
ClickintheDocumentNamefield;noticethatthedocumentnamehasalready
beenenteredautomaticallyforyou.
8. EnterFIRSTRoboticsDriveSystemsPresentationindescriptionfield,Finish,
waituntiltheuploadactionisfinished,OKtothesuccessmessage,thenyou
willseetheFIRST_Robotics_Drive_Systems.pptislistedinthePresentation
folder
Notethelocation.Thiscanbechangedbyselecting nexttotheSelectFolder
field.YoucanalsoaddPictures,Archivefiles,AVIs,orotherkindsofMSfilesas
Documentstotherelatedfolder,themethodisthesameasdescribedabove.
9. ClickViewinformation toseethedetailsforthepresentation
Thiscanalsobeaccessedbychoosing ViewInformationfromActionspull
downmenu.
10. Choosefileicon nexttothePrimaryContenttoviewthisfileinMicrosoft

PowerPointasshown,clickOpen,openthefileusingMSPowerPoint,thenClose
thepresentation
CollaborationwiththeProjectTeam
11. Selectthe pulldownbeforethedocumentnumberline,Choose
Subscribe
12. CheckCheckOut/CheckInfromtheeventslist,andthenclickNextandNext,
entertheemailmessageyouwillreceiveifthedocumentgetscheckedin(type
inanymessageyouwish),andthenclickFinish
Bysubscribingtothisdocument,youwillautomaticallybeemailedanytimeitis
modified.
13. SelectEmailPagelinkattheupperrightcornertosendalinktothispageto
otherteammembers
14. SelectMentorsandMembers,includeabriefnoteintheAdditionaltextfor
themessage:box,OKtosendtheemail
Youmayselecttoemailbyindividualteammembers,byprojectgroupsor
projectroles.
15. Selectthe pulldownbeforethedocumentnumberline,choose

Route
16. ChecktheReviewRouting,Next

17. PickyourownastheReviewer,Finish
AnemailwillbesenttotheReviewer.InadditiontheAssignmentstabwillshow
thetasksassignedouttotheteam.
18. Logonyourpersonalmailbox,checktheInbox,youwillseethereisanReview
DocumentTasktheproject
19. Opentheemail,assesstothetaskviathelinksintheemail:ReviewDocument
TaskorFIRST_Robotics_Drive_Systems
20. OpentheDocumentlinkbehindtheSubject,downloadthepresentationtothe
localmachine,reviewitandthenenteracommentasshownintheComments
box,pickCompleteTask
Itisthesamewayforthereviewtaskfromotherteammembers.
YoucanaccesstheReviewDocumentTaskviatheAssignmentsthatassignedto
you.
21. AccesstoFIRST_Robotics_Drive_Systems.pptdetailpage,selectDiscussions
fromCollaborationpulldown
22. TotherightoftheGeneraltopicclicktheNewPosting topostamessage,

enterasubjectandamessage(Forexample,Subject:TakeAdvicesforthe
Presentation,Message:Pleasegiveyourkindadviseforthispresentation),
checktheSubscribetopostingifyouwanttobenotifiedofanyrepliesthatare
madetoyourposting,Finish
Youalsohavetheabilitytoaddattachmentsandlinks.
Thediscussionscanbecreatedforfolders,documents,orotherWindchil

objects,youcanalsosubmitaposttotheprojectdiscussionforumandlauncha
projectwidediscussion.
DocumentChangeManagement
1. Selectthe pulldownbeforethedocumentnumberline,chooseCheck
Out orCheckOutandDownload andopenthedocument,adddateon
thecoverpageandsaveittothesameplaceasbefore
Refreshthepageandnoticethecheckmark behindthedocumentnumber.
Thisshowsthedocumentischeckedouttoyou.Thismeansthedocumentis
lockedandonlyyoucanmakechanges.ThisalsocreatesaWorkingcopyofthe
documentintheiterationHistory.
2. Selectthe pulldown,chooseCheckIn ,browseforthefiletoupload

thechangedfilefromsameplaceasbefore,addComments:Adddateto
presentation,OK,noticetherearetwoiterationsofthedocumentinthelist

3. Selectthe pulldownagain,chooseReplaceContent,browseforthefile
ofElectricalAssembly.ppt,Open,andcommentsifnecessary,OK,waituntilthe
actionisfinished,youwillseetherearethreeiterationsinthelist
Youcanreplacethedocumentwithanotheroneasanewiteration;youcanalso
usetheReplaceContentcommandtouploadtheupdateddocumentsand
createiterationinsteadtheCheckIn/CheckOutactions.
4. ChooseRouting/Processfromthe pulldown,viewtheRouting/Process
statusandinformation

5. ChooseSubscriptionsfromthe pulldown,viewtheyour
Subscriptionsinformationaboutthedocument
ProjectLinkCADDataManagement
PTCUTrainingWindchillProjectLink
coursespecificallytargetedatthedetailsofWindchillProjectLink.
Title Description
Windchill Inthiscourse,youwilllearnthecapabilities,features,and
ProjectLink9.0 terminologyofWindchillProjectLink.Youwillalsolearnabout
Application theProjectLinkuserinterfaceandhowtosearchfor
Orientation information.Finally,youwilllearnaboutaccessingHelpand
settingyourpreferences.(SABCEK2499)
Windchill Inthiscourse,youwilllearnhowtomanageCADinformation,
ProjectLink9.0 includingCADdocumentsandparts.Youwilllearnhowto
EngineeringData createparts,partstructures,anduseworkspacesand
Management workgroupmanagerstointegrateProjectLinkwithyourCAD
application.Youwilllearnhowtoupload,download,andmodify
CADinformationinProjectLink.(SABCEK2502)
CADDataManagementisoneofthemostpowerfulcapabilitiesofWindchill
ProjectLink;itisaneffectivesolutionformanagingtherobotdesignmodels.
WindchillintegrateswithCADtoolsprovidingadirectlinktoworkin
progressdesigndata.ThroughtheintegrationofPro/ENGINEERand
Windchill,partscanbecreatedandmaintainedalongwiththeirrelationships
withineitherProEngineerorWindchill.Thefulldesignhistoriesare
maintainedandstoredwithinWindchill,sothereisnoneedtoworryabout
savingoverapreviousdesign
RegisterWindchillServerinPro/ENGINEER
Beforeyouaccesstotheproject,makesureyouareintheprojectteam.
Otherwise,youcanregisteryouraccount
athttps://www.ptc.com/appserver/common/account/student.jsp.Youwillthen
needtosubmittheapplicationtoprojectadministratororprojectmanagerto
joinyourproject.
YoucanjointheteambyclickingtheJoinProjectlinkfromtheinvitationemail
fromtheprojectinyourmailbox.
1. LaunchPro/ENGINEER
YoucansetthePro/ENGINEERStartinpathtothemodelsfolderwhichisa
Windchilldirectory.ThisisaquickwaytosetuptheinterfaceofProEngineer
andWindchill:RMBonthePro/ENGINEERshortcutonthedesktop,Properties,
enterthefolderpathintheStartintable,ClosetheDialog
2. Tools,ServerManager
3. Server,RegisterNewServerfromtheServerManagerDialog,enterName:FRC,
Location:https://first.ptc.com/Windchill/,Check,entertheWindchillServer
usingyourUserNameandPassword
4. Highlightthespaceischeckedout(ItisthecommonWorkspaceofyourproject),
OKtoclosetheDialog
Aworkspaceisalocalprojectarea;itprovidesaconvenientenvironmentfor
organizingandworkingonobjects.YouusethePro/WORKSPACEapplicationto
viewandmodifyobjectsinyourworkspaces.AWorkspacebrowserenablesyou
toseethecontentsofoneworkspaceandtoviewdifferentattributesand
informationabouttheobjectscontainedintheworkspace.Thelookandfeelofa
WorkspacebrowserisverysimilartothatofaCommonSpacebrowser.
YoumustselectanactiveWorkspaceduringtheregistration;theWorkspaceis
ownedby,orassignedto,aContext;Asystemwillcreateadefaultcommon
Workspace,butotherscanbecreated.
5. RMBontheFRCintheServerslist,chooseSetasPrimaryServer

6. PickWorkspace,NewfromthemenuofServerManager,entertheNew
WorkspaceNameasyourname(Simonforexample),choosetheContextas
yourproject,OK

7. HighlightthejustcreatedWorkspace,ClosetheServerManager,youwillsee
theWindchillCabinetsandWorkspaceareintheFolderTreelist
YoucanalsocreatenewWorkspaceasfollowing:RMBontheCommon
Workspacewhichcheckedout,pickNew,thenyoucanaccesstotheCreate
NewWorkspacedialog.
8. ClicktheWindchillCabinetsfromthefolderlist,youwillaccesstotheProject
Pagethroughtheembeddedbrowser
9. Clickthearrow onthesashbetweenthegraphicswindowandthefolder
browserpanetohidetheembeddedbrowser
ThePro/ENGINEERembeddedbrowserallowsyoutoaccesstheProjectPage
directly,sothereisnoneedtolaunchtheIEbrowser,whichallowstheuserto
locateprojectinformationconvenientlywhenusingPro/ENGINEER.
CheckCADDataintoWindchill
1. Click ,browsetotheAssemblyfolder,andOpenthewheel_bearings.asm
2. File,CheckIn,CustomCheckInfromthemainmenu,OKtosavetheassembly
tothedefaultWorkspace,choosetheCustomCheckIntypeasModelsand
Viewables,OK

3. Selectallrows inCheckInpage,pickChooselocationfolder

4. DoubleclickDesignsfolder,doubleclickCADDatafolder,pickNewFolder ,
enterfolderNameasyourname(Simonforexample),OK

5. OKtoconfirmthefolderlocation,addthenecessarycomments,Finishinthe
CheckInpage,waituntiltheassemblyandthepartsareallcheckedintothe
ProjectFolder
CADDataManagement
1. IntheObjectListofWorkspacepage,pickCheckOut ontheSHCS.PRTlineor
fromtheabovetoolbar
YoucanalsochecktheSHCS.PRTline,andpickCheckOut action.
Refreshthepageandnoticethecheckmark ontheSHCS.PRTline.Thisshowsit
ischeckedoutbyyou,theiconsintheActionslistchangedaccordingly.
2. PickOpenInPro/ENGINEER
3. SelectFile,Update,Currenttoactivethepart,changetheScrewlengthto0.75,
Regenerate themodel

4. SelectFile,CheckIn,AutoCheckIn,OK,checktheupdatedpartbackinto
Windchill,thenClosetheSHCS.PRTwindow
5. Noticethepartrevisionhasbeenupdated(FromA1toA2)intheWorkspace
Thepartintheprojectfolderwillbeupdatedsynchronouslyandtherevisionwill
alsobeenupdated.
Viewing3DCADinProductView
ProductViewisPTCsvisualcollaborationsoftware,helpscompaniesefficiently
collaborateonamultitudeofproductinformationtypes,acrossmechanicaland
electricaldisciplines.Withitsamazinglycompact,yetaccurate3Dviewable
format,ProductViewallowscomplexproductinformationtobeaccessedwith
lightningfastspeed.And,withitsultrascalability,ProductViewsupportsarange
ofcustomerneedsspanningsimpledesktopviewingofsingleCADmodels,tothe
interactiveevaluationofmassivedigitalmockups.
6. Pick fromFolderTreelist,accesstoDesigns>CADData>You
Namefolder,chooseOpeninProductView fromtheActionsdropdownon
thelineofWHEEL_BEARING,ASM,openthemodelinProductView
7. RMBtorotatethemodel,ShiftRMBtozoominandout,Ctrl+RMBtopanthe
modelandreviewIntheProductView

8. ReviewtheribbonUI(UserInterface)
9. PickTranslationMode fromthetoolbar,selectthecomponent(CtrlLMB
toselectmulticomponents)anddragthemalongoneaxisasshown

10. Adjustallthecomponentspositionasshown

11. PickRestoreLocation>RestorealltoOriginal,thecomponentsgobackto
theiroriginallocations
12. PickRotationMode ,selectthewheeltread,LMBpressthecontrolcircles

asshownandrotatethepart
Whenyoupressthelargerwhitecircle,thecomponentwillberotatedroundtheopticcenter;ifyou
pressthesmallerwhitecircle,thecomponentcanberotateddiscretionarilyrounditscenter;thenif
youpressthecoloredcircles,thecomponentwillberotatedroundtheirnormalaxis.
13. Rescorecomponentslocationagainasstep25
14. Click , toexittheProductViewExpress,donotsavethe
AnnotationSet

Appendix
PTCUSkillAssessments
ThinkyouvemasteredallthecontentinthisHandsonWorkshop?Haveyoucompleted
allthePTCUcourses?ThereareanumberofPro/ENGINEERskillsassessmentsavailable
onlineinPTCUifyouarereadytoevaluateyourself:
http://first.ptculms.com/cadtrain/coachlms/client/viewcurriculum
o AdvancedModeling
o Assemblies
o Detailing
o IntrotoMechanisms
o Modeling
o SheetMetalDesign
Pro/ENGINEERWildfire4.0QuickReferenceCard
ThefollowingpagescontainthePro/ENGINEERWildfire4.0QuickReferenceCard
QUICK REFERENCE CARD
Navigation Tabs Browser Controls
Navigator Window Browser Window Graphics Window
Dashboard Example: Component Placement

Prompt Area
Interface/Manual
Placement Placement Tab
Common Dashboard Controls

Feature Hole Round Depth Material
Solid Surface Standard Straight Set Mode Transition Blind To Through Flip Remove Thicken
Mode Selected All Direction Material Sketch
Pro/ENGINEER ICON GUIDE
Main Toolbar
Undo Cut Regenerate Model Repaint Drag Component Reorient View Wireframe Plane
Redo Copy Regenerative Manager Spin Center Zoom In Saved Views Hidden line Axis
Paste Search Tool Orient Mode Zoom Out Layers No Hidden Point
Paste Special Selection Types Refit View Manager Shading Coordinate System
Annotations
Edit View Model Display Datum Display
Navigator Tabs Drawing Toolbar Feature Creation Toolbar

Datum
Sketch
Plane
Set Drawing Model Snap Lines Align Dimensions
Model Tree Favorites
Update Views Show and Erase Cleanup Dimensions Axis
Folder Browser Connections
Drawing View Standard Dimension Note
Curve
Lock View Movement
Point Types
Browser Controls Coordinate System
Hyperlink Standard Symbol Table Analysis

Repeat Formatting Custom Symbol Update Table
Back Stop Home Geometric Tolerance Move Special Cleanup Balloons Annotation
Forward Refresh Print Change Sheet
AE Propagation
Save
Assembly
Add Component
Sketcher Toolbar Sheetmetal Toolbar Create Component
Select Items Extrude Pick / Place

Hole
Line Types Conversion
Draft
Rectangle
Flat Wall
Round
Circle Types
Flange Wall
Arc Types Chamfer
Unattached Wall Types
Fillet Types Base
Extrude
Spline Extended Wall
Revolve
Point / Csys Bend Types
Entity from Edge Types Variable Section Sweep
Unbend / Bend Back
Dimension Boundary Blend
Relief / Punch / Notch / Rip/ Merge
Modify Values Style
Form / Flatten Form / Deform Area
Constraints Editing
Text Flat Pattern Mirror
Sketcher Palette Merge

Trim Types Trim
Mirror / Move-Rotate / Copy Keyboard Shortcuts Pattern
Complete Sketch Regenerate CTRL + G Copy CTRL + C
Cancel Sketch New File CTRL + N Paste CTRL + V
Open File CTRL + O Undo CTRL + Z
Save File CTRL + S Redo CTRL + Y
Find CTRL + F Repaint CTRL + R
Delete DEL Standard View CTRL + D

MAKING SELECTIONS
System Color Assignments
Cyan Preselection Highlight

Item will be added to or removed from the set of selected items
Red Selected Geometry

Items currently selected
Yellow Preview Geometry

Results of the current operation when complete
Making Selections
Mouse Controls
Highlight Geometry Over Geometry
Query to Next Item Until Highlighted
Select Highlighted Geometry
Add or Remove Items from Selection CTRL +
Construct Chains or Surface Sets SHIFT +
Clear Selection On Background
USING FILTERS
Smart Filter
(2-level filter)
E X A M P L E : Select a Feature first,
then select Geometry ( Surface / Edge / Vertex )
from the Feature
Filters
Limit the scope of Selection
Active Filter
TIP:
Double-click to view items
in Selection list
A D VA N C E D S E L E C T I O N : Chain and Surface Set Construction
DEFINITIONS
General Definitions
Chain
A collection of adjacent edges and curves that share common endpoints. Chains can be open-ended or closed-loop, but they are
always defined by two ends.
Surface Set
A collection of surface patches from solids or quilts. The patches do not need to be adjacent.
Methods of Construction
Individual
Constructed by selecting individual entities (edges, curves, or surface patches) one at a time. This is also called the One-by-One method.
Rule-Based
Constructed by first selecting an anchor entity (edge, curve, or surface patch), and then automatically selecting its neighbors (a range of
additional edges, curves, or surface patches) based on a rule. This is also called the Anchor/Neighbor method.
CONSTRUCTING CHAINS
Individual Chains
One-by-One
To select adjacent edges one at a time along a continuous path:
1 Select an edge 2 Hold down SHIFT 3 Select adjacent edges 4 Release SHIFT
Rule-Based Chains
Tangent Boundary Surface Loop

To select all the edges that are tangent To select the outermost boundary To select a loop of edges on a
to an anchor edge: edges of a quilt: surface patch:
1 Select an edge 1 Select a one-sided edge of a quilt 1 Select an edge
2 Hold down SHIFT 2 Hold down SHIFT 2 Hold down SHIFT
3 Highlight Tangent chain 3 Highlight Boundary chain 3 Highlight Surface chain
(Query may be required) (Query may be required) (Query may be required)
4 Select tangent chain 4 Select boundary chain 4 Select surface loop
5 Release SHIFT 5 Release SHIFT 5 Release SHIFT
From-To
To select a range of edges from a surface patch or a quilt:
1 Select the From edge 2 Hold down SHIFT 3 Query to highlight the 4 Select From-To chain 5 Release SHIFT
desired From-To chain
Multiple Chains
1 Construct initial chain 2 Hold down CTRL 3 Select an edge for new chain
4 Release CTRL 5 Hold down SHIFT 6 Complete new chain from selected edge
CONSTRUCTING SURFACE SETS
Individual Surface Sets
Single Surfaces
To select multiple surface patches from solids or quilts one at a time:
1 Select a surface patch 2 Hold down CTRL 3 Select additional patches 4 Release CTRL
(Query may be required)
Rule-Based Surface Sets
Solid Surfaces Quilt Surfaces Loop Surfaces

To select all the surface patches of solid To select all the surface patches of a quilt: To select all the surface patches that are
geometry in a model: adjacent to the edges of a surface patch:
1 Select a surface feature
1 Select a surface patch on solid 1 Select a surface patch
2 Select the corresponding quilt
geometry
2 Hold down SHIFT
2 Right-click and select Solid
3 Place the pointer over an edge of the
Surfaces
patch to highlight the Loop Surfaces
4 Select the Loop Surfaces
(The initial surface patch is de-selected)
5 Release SHIFT
Seed and Boundary Surfaces
To select all surface patches, from a Seed surface patch up to a set of Boundary surface patches:
1 Select the Seed surface patch 2 Hold down SHIFT 3 Select one or more surface patches 4 Release SHIFT
to be used as boundaries (All surfaces from the Seed
up to the Boundaries are
selected)
Excluding Surface Patches from Surface Sets

To exclude surface patches during or after construction of a surface set:
1 Construct a surface set 2 Hold down CTRL 3 Highlight a patch from the surface set 4 Select the patch to
de-select it
5 Release CTRL
CONSTRUCTING CHAINS AND SURFACE SETS USING DIALOG BOXES

To explicitly construct and edit Chains and Surface Sets, click Details next to a collector:
Chain Dialog Dashboard Collector Surface Set Dialog

Box Box
ORIENTING THE MODEL
DYNAMIC VIEWING Using the Spin Center

3D Mode Click the icon in the Main Toolbar to enable the Spin Center.
Hold down the key and button. Drag the mouse. Enabled The model spins about the location of the spin center
Disabled The model spins about the location of the mouse pointer
SPIN
Using Orient Mode
Click the icon in the Main Toolbar to enable Orient mode.
Provides enhanced Spin / Pan / Zoom Control
Disables selection and highlighting
PAN SHIFT +
Right-click to access additional orient options
Use the shortcut: CTRL + SHIFT + Middle-click
Using Component Drag Mode in an Assembly

ZOOM CTRL + Click the icon in the Main Toolbar to enable Component Drag mode.
Allows movement of components based on their kinematic constraints
or connections
Click a location on a component, move the mouse, click again to stop motion.
TURN CTRL + Middle-click to disable Component Drag mode
2D Mode COMPONENT PLACEMENT CONTROLS

Allows reorientation of components during placement
PAN
COMPONENT
CTRL + ALT +
DRAG
ZOOM CTRL +
SPIN CTRL + ALT +
2D and 3D Modes
Hold down the key and roll the mouse wheel.
MOVE CTRL + ALT +
ZOOM
Object Mode
Provides enhanced Spin / Pan / Zoom Control:
FINE ZOOM SHIFT +
1 Enable Orient mode
2 Right-click to enable Orient Object mode
3 Use Dynamic Viewing controls to orient the component
COARSE
4 Right-click and select Exit Orient mode
CTRL +
ZOOM
Copyright 2007/08 Parametric Technology Corporation (PTC) All rights reserved under copyright laws of the United States and other countries. Information described herein is based upon a single user
experience. It is furnished for informational use only, is subject to change without notice, and should not be construed as a guarantee or commitment by PTC. PTC, the PTC Logo, The Product Development Company,
Pro/ENGINEER, Wildfire, and all PTC product names and logos are trademarks or registered trademarks of PTC and/or its subsidiaries in the United States and in other countries. All other product names and marks
referenced herein are trademarks or registered trademarks of their respective holders.
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PTCFIRST

10. CreateacirclewithRMBCircle ,attheintersectionofcenterofthetwo

12. Createonefinallinebetweenthetwopointsshown.RMBLine .Dimension

10. Rectangle ,startontheXaxistotheleftsideoftheYaxis,dragupandtothe

13. DeleteSegment ,deletesegmentsasshownbelow,leavinganarcontopof

14. LMBShadedClosedLoops .Youshouldseeashadedarealiketheonebelow.

15. HighlightOpenEnds ,showswhereopenendsare.Youcansketchalineor

16. OverlappingGeometry ,showswhereoverlappinggeometryis.Youcanuse

17. FeatureRequirements ,RepeatSteps14untilallFeatureRequirementsare

18. Done RemoveMaterial

19. IntheRightSideToolbar,Extrude ,selectSketch2inthemodeltreeor

20. RemoveMaterial ,ifneededFlipsothatthedirectionisintothecylinder,

22. Hole ,selectaxisA_1andCTRLLMBthetopofthecylinder

13. RMBCenterline ,LMBtosnaptotheYaxis(2times),MMB

15. Offset ,Edge:F17(REVOLVE_1),type0.1,[ENTER],OK,Close

16. Rectangle ,LMBaboveandtotheleftoftheoffsetedgeyoujustcreated,

18. DeleteSegment ,deletesegmentsasshownbelow,leavinganarconright

20. Inthedashboard,RemoveMaterial ,ifneededFlipsothatthedirectionis

23. Hole ,selectaxisA_1andCTRLLMBSurf:F16(Extrude3),type0.42[ENTER]

5. CreateStandardHole ,ensurethatAddsTappingisunchecked ,change

thetypetoUNC,select1/420,selectClearanceHole ,ThroughAll ,Done

10. Select beside toexpand,Select tocreateacenterline

13. Select andpickthecenterlinetomirrorthecircle

14. Select tocompletethesketch,MMBor tocompletethecut

17. Toggleondatumplane ifnecessary.PickdatumplaneFrontasthereference

19. Pick orInsert,Extrude,RMBDefineInternalSketch,PickSurf:F5(FIRST

20. Select ,clickanddragtocreateacircleinthelocationshown.

24. Select tocompletethesketch,MMBor tocompletethecut

31. Select toflipthedirection

34. MMBor tocompletethesecondpattern,toggleoffthedatumplanedisplay

1. Select beside toexpand,select orEdit,BendOperation,BendBack,Pick

4. UsetheMMBtozoominor toreviewthetitleblock.Use tozoombackto

Categoriescolumn, 2Dcrosssection.Pick toaddcrosssectiontoview,

13. Pick tounlocktheviewmovements,LMBclickanddragtheviewstothe

14. ChangeactivedisplaytoNoHidden ,Repaint

1. PickShowandErase ,select asType, Feature,selecttherevolution

14. PickShowandErase ,select asType, FeatureandView

11. Youshouldbeanexpertbynowwiththis.Next,PickAssemble ,selectS35

16. Nextyouassemblethebolts.PickAssemble ,selectshcs.prt,OPEN.

20. SavethisfileFile,Saveor .Thatconcludesthewheelassemblyexercise.

18. PickAssemble ,select375X7_hex_bolt.prt,Open.Younowneedthe3/8x7

7. Assemble ,wheelwithhub.asm.Toggledatumplaneson, .Movethe

1. Assemble ,hopper.asm.Toggleondatumplanesandaxes,and .Change

5. Playbackthemotion, ,and .Adjustthespeedslidertomakeitgofaster.

10. Choosefileicon nexttothePrimaryContenttoviewthisfileinMicrosoft

15. Selectthe pulldownbeforethedocumentnumberline,choose

22. TotherightoftheGeneraltopicclicktheNewPosting topostamessage,

2. Selectthe pulldown,chooseCheckIn ,browseforthefiletoupload

12. PickRotationMode ,selectthewheeltread,LMBpressthecontrolcircles

QUICK REFERENCE CARD

Navigation Tabs Browser Controls

Navigator Window Browser Window Graphics Window

Dashboard Example: Component Placement

Common Dashboard Controls

Navigator Tabs Drawing Toolbar Feature Creation Toolbar

Hyperlink Standard Symbol Table Analysis

Select Items Extrude Pick / Place

Sketcher Palette Merge

Save File CTRL + S Redo CTRL + Y

Find CTRL + F Repaint CTRL + R

Delete DEL Standard View CTRL + D

System Color Assignments

Cyan Preselection Highlight