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Drawing Enhancements

Module Overview:

In this module, you learn how to use the Drawing Ribbon interface in Creo Parametric, as well
as the enhancements to the drawing tree, drawing sheets, showing and erasing annotations,
tables, BOM balloons, and 3-D annotations.

Objectives:

After successfully completing this module, you will be able to:

 Utilize the Drawing Ribbon Interface

 Understand detail options enhancements.

 Understand detailing ribbon and selection enhancements.

 Utilize the drawing tree.

 Manage Drawing Sheets.

 Show, Erase, and Delete Annotations.

 Understand the dimension, detailing, and printing enhancements.

 Understand detailing graphics enhancements.

 Understand prefix and postfix enhancements.

 Understand feature specific text enhancements.

 Understand detailing arrow enhancements.

 Understand detail and section view enhancements.

 Understand dimension text orientation enhancements.

 Understand view scale enhancements.

 Understand BOM enhancements.

 Insert tables and edit table properties.

 Create tables from file.

 Create BOM balloons.

 Create combination states and annotation planes.


 Create and manage annotation features.

Concept: Understanding the Drawing Ribbon


User Interface
Understanding the Drawing Ribbon User Interface Theory

The Drawing mode has been reorganized into a ribbon-style user interface.

Figure 1 – Drawing Ribbon


A cross between a tabbed dialog box and a toolbar, the ribbon appears above the graphics
window. The ribbon organizes and configures the user interface by:

 Organizing the current task into a series of tabs.

o The tabs represent a task in the typical drawing creation workflow.

o Each tab contains groups of icon commands.

 Setting up the selection scope.

o By default, you can only select items that pertain to the selected tab. For example,
you cannot select an annotation (detail item) when the Layout tab (for drawing
views) is active.

 You can select out-of-context items by pressing the ALT key. However, the
available actions are limited compared to what is available within the
appropriate tab.

o The available selection filters correspond to the active tab.

o The Drawing Tree updates to display only items that pertain to the active tab.

Ribbon User Interface Structure

Within each tab in the ribbon, icon commands are organized into groups. Depending on the
available screen space, less common options may be accessed by clicking a down arrow to
reveal additional commands.

Customizing the Ribbon User Interface


The ribbon user interface can be customized to control icon display and placement. When in
the Customize Screen function, right-click the ribbon icons for the following options:

 Icon display size — Icons can be set to display as large or small.

 Icon and text — Commands can be displayed as a large or small icon with text, icon
only, or text only.

 Command priority — Commands can be reordered within their group to place frequently
used options in easy reach. However, you cannot move commands between groups.

Concept: Exploring Drawing Ribbon


Commands
Exploring Drawing Ribbon Commands Theory

Within each tab in the ribbon, icon commands are organized into groups.

Figure 1 – Layout Tab and Groups in Drawing Ribbon


Depending on the available screen space, less common options may be accessed by clicking
a down arrow to reveal additional commands.

The ribbon tabs and groups are organized in the following structure. A summary of the
commands in each group is as follows:

 Layout

o Document: Sheet management.

o Insert: Insert Objects or Data to drawing.

o Model Views: Create views by type.

o Edit: Component Display, Edge Display, and Convert Draft Groups.

o Display: Snap Lines, Grids and Views.

o Format: Text, Line and Arrow Styles.

 Table

o Table: Create different types of tables.


o Rows & Columns: Configure table rows and columns.

o Data: Repeat regions, update tables, switch report symbols.

o Balloons: Create and clean up BOM balloons.

o Format: Table Text and Line Styles.

 Annotate

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

o Group: Draft Groups and Relations

o Annotations: Show annotations (detail items), clean up dimensions, create notes or


symbols.

o Edit: Existing Annotation editing tools.

o Format: Annotation Line Text and Arrow Styles.

 Sketch

o Settings: Draft grid, Sketcher preferences, parametric sketch option.

o Controls: References, Coordinate options.

o Sketching: Sketching tools.

o Trim: Trim, Divide, Stretch tools.

o Edit: Rotate, Mirror, Scale and Translate tools.

o Format: Text, Line and Arrow Styles.

o Group: Draft Group and Relations.

 Legacy Migration

o Map: Add Model, Create Model Views and Copy Annotations.

o Views: Create 2-D Views, Match View and Orient View.

o Symbols: Create and Match Symbols.

o Utilities / Settings: Clean Up and Validate Associations.

o Annotation Convertor: Convert Annotations.

 Analysis
o Custom: External program Analysis tools.

o Model Report: Mass Properties.

o Measure: Distance, Volume, Area and Angle measurements.

o Inspect Geometry: Analyze Drawing Geometries.

o Design Study: Tolerance Analysis, Simulate Analysis and Electrical Clearance.

 Review

o Update: Update sheets, tables, regenerate model.

o Compare: Compare sheet to picture, difference report, file history.

o Query: Highlight by attribute, drawing view information.

 Tools

o Investigate: Find items and information from drawing.

o Model Intent: Define Parameters and Relations.

o Utilities: Drawing Programs, IGES Group and Aux Applications.

o Applications: Switch to Drawing, Template, Legacy or Piping Modes.

 View

o Visibility: Layer Control.

o Orientation: Pan, Zoom and Saved Views.

o Model Display: Change Display Modes and Fast HLR Toggle.

o Datum Display: Toggle Datum Displays.

o Window: Drawing Window management.

Procedure: Exploring Drawing Ribbon


Commands
Before you begin
Hide/Unhide
Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing\Ribbon folder and click OK

3. Click File > Open and double-click DRW_RIBBON.DRW.

Task 1. Navigate through the drawing ribbon to


explore drawing commands.

1. Disable all Datum Display types.

2. In the ribbon, select the Layout tab.

3. Right-click and view available layout commands.

4. Click Drawing Models from the Model Views group. The menu manager appears.

 Click Done/Return.

5. Click General from the Model Views group.

 Click OK to specify no combined state.

 Select a location for the view.

 Select 3D as the view name and click OK.


Figure 1

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

7. Notice the Object option in the Insert group.

8. In the ribbon, select the Table tab.

 Right-click and view available table commands.

9. Cursor over the upper-right table.

 Right-click three times and notice that rows, columns, and the entire table are available
for selection.

Figure 2

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

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

 Click Height and Width from the Rows & Columns group.

 Click Cancel.

 Select the drawing background to de-select the table cell.

12. Notice the Repeat Region option in the Data group.

13. Notice the Create Balloons option in the Balloons group.

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

15. In the ribbon, select the Annotate tab.

 Right-click and view available annotation commands.

16. Select a dimension.

 Notice the Delete option in the Delete group.

 De-select the dimension.

 Notice the Show Model Annotations option in the Annotations group.

 Notice the Move to View option in the Edit group.

 Notice the Arrow Style option in the Format group.


Figure 3

17. In the ribbon, select the Sketch tab.

 Notice the Draft Grid option in the Settings group.

 Notice the Relative Coordinates option in the Controls group is currently grayed out
and unavailable.

 Notice the Line option in the Sketching group.

 Notice the Corner option in the Trim group.

 Notice the Rotate option in the Edit group.

 Notice the Line Style option in the Format group.

 Notice the Draft Group option in the Group group.

18. In the ribbon, select the Legacy Migration tab.

 Notice the various groups and options.

19. In the ribbon, select the Analysis tab.

 Notice the Mass Properties option in the Model Report group.


 Notice the Curvature option in the Inspect Geometry group.

20. In the ribbon, select the Review tab.

 Notice the Update Sheets option in the Update group.

 Notice the Difference Report option in the Compare group.

 Notice the Drawing View option in the Query group.

21. In the ribbon, select the Tools tab.

 Notice the Feature option in the Investigate group.

 Notice the Parameters option in the Model Intent group.

 Notice the Template option in the Applications group.

22. In the ribbon, select the View tab.

 Notice the Layers option in the Visibility group.

 Notice the Zoom In option in the Orientation group.

 Notice the various Datum Display toggles in the Show group.

 Notice the Activate option in the Window group.

This completes the procedure.

Concept: Detailing Ribbon and Selection


Enhancements
Detailing Ribbon and Selection Enhancements

The selection filters have been updated to remove most context sensitivity such that the most
common items will be selectable from any tab.
For example, the system defaults to the Smart filter when viewing the Annotation tab or the
Model tab; however, what is available for selection is different. So, if you want to select
annotation entities, you must be viewing the Annotation tab.

Figure 1 – Layout Tab of the Drawing Ribbon

Figure 1 shows the Layout tab of the drawing ribbon. Note specifically the options in the
Model Views group.

Figure 2 – Right-Click Menus with Nothing Selected

Figure 2 shows several different context-sensitive menus, accessible when you right-click.
The first menu is accessed while viewing the Layout tab, the second while viewing the Table
tab, and the third while viewing the Annotate tab. These menus are updated to include
common commands, regardless of the current ribbon tab. If you do not have anything
selected before you right-click, the context menu displays common commands from outside
the current ribbon tab as well as tab-specific commands.

For example, notice that all of the menus contain the common Dimension – New Reference
option. Notice, too, that the menus opened while viewing the Table or Annotate tabs include
Insert General View and Insert Detailed View, which are options available in the Layout tab.

If you do have an item selected and right-click, the system displays the same options in the
menu, regardless of the tab you are viewing.

Concept: Utilizing the Drawing Tree


Utilizing the Drawing Tree
Figure 1 – Drawing Tree: Layout Tab

Figure 2 – Drawing Tree: Table Tab

Drawing elements are shown in a hierarchical tree similar to the model tree. The drawing tree
changes its display to match the current drawing task, based on the tab selected in the
drawing ribbon. The drawing tree enables you to visualize the items in the drawing and right-
click them for access to additional various options.

Figure 3 – Drawing Tree: Annotations Tab

Consider the following while working with the drawing tree:

 The drawing tree appears above the model tree. Each can be independently resized or
collapsed.

 Both the drawing tree and the model tree can be toggled to display the layer tree.
Procedure: Utilizing the Drawing Tree
Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing\Tree folder and click OK

3. Click File > Open and double-click DRAWING_TREE.DRW.

Task 1. Navigate through the drawing and explore the


drawing tree.

1. Disable all Datum Display types.

2. Select the Layout tab from the ribbon, if necessary.

 Notice that the active sheet is shown in the drawing tree.

 Also notice that the views are shown in the drawing tree.
Figure 1

 The views in this drawing were renamed to be easily recognizable in the drawing tree.

3. Right-click FRONT and view the available options.

4. Select Auxiliary to locate this view.

Figure 2

5. Select the Table tab from the ribbon.

 Notice the drawing tree updates.


Figure 3

6. Select Table 3 to locate it.

 Right-click Table 3 and view the available options.

Figure 4

7. Select the Annotate tab from the ribbon.

 Notice the drawing tree updates.

8. Expand the FRONT node and the Annotations node in the drawing tree.

 Notice the various shown and erased dimensions.


Figure 5

9. Select the HOLE_DIA dimension to locate it.

 Right-click and view the available options for this shown dimension.

Figure 6

10. Select the d21 dimension to locate it.

 Right-click and view the available options for this erased dimension.
Figure 7

11. Expand the RIGHT node and the Datums node in the drawing tree.

 Notice the various shown and erased axes.

Figure 8

12. Select the CYL axis to locate it.

 Right-click and view the available options for this axis.


Figure 9

This completes the procedure.

Concept: Managing Drawing Sheets


Managing Drawing Sheets

Drawings contain at least one sheet. When additional sheets are created, you use the sheet
tabs and sheet dialog boxes to manage multiple sheets.

You can access the most common sheet functions from the sheet tabs area, located below
the drawing status text.

Figure 1 – Sheet Tabs


Using the sheet tabs, you can:

 Preview a sheet by placing the cursor over the tab.

 Select a sheet tab to activate the desired sheet.

 Create and Delete sheets.

 Reorder the sheets by dragging a sheet tab.

 Rename a sheet.

 Right-click a sheet for additional options.


Within the Layout tab of the drawing ribbon, you can click Move or Copy Sheets from the
Document group.

Figure 2 – Move or Copy Sheet Dialog Box


The Move or Copy Sheet dialog box enables you to:

 Move the current sheet to the selected location.

 Insert a copy of the current sheet to the selected location.

Within the Layout tab of the drawing ribbon, you can click Sheet Setup from the
Document group.

Figure 3 – Sheet Setup Dialog Box


The Sheet Setup dialog box enables you to:

 Specify the drawing Format.

 Change sheet Size.

 Change sheet Orientation.

Procedure: Managing Drawing Sheets


Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing\Sheets folder and click OK

3. Click File > Open and double-click DRAWING_SHEETS.DRW.

Task 1. Use different tools to manipulate sheets in a


drawing.

1. Disable all Datum Display types.

2. Select the Sheet 1 sheet tab to activate it, if necessary.


Figure 1

3. Notice the drawing tree updates for this sheet.

4. Cursor over the Sheet 2 tab to view the thumbnail preview.

5. Select the Sheet 2 sheet tab to activate it.

Figure 2
6. Notice the drawing tree updates for this sheet.

7. Click New Sheet from the Document group.

 Press ENTER to leave the name blank.

 Double-click the Sheet 3 sheet tab, type NEW, and press ENTER.

 Drag the NEW sheet tab to reorder it as sheet 2 of 3.

Figure 3

8. Double-click the Sheet 1 sheet tab, type CYL, and press ENTER.

9. Right-click the Sheet 2 sheet tab and view the available options.

 Select Rename, type ANG and press ENTER.

Figure 4

10. Select the NEW sheet tab to activate it.

11. From the Document group in the ribbon, click Move or Copy Sheets .
 Select ANG, if necessary.

 Select the Create a copy check box.

 Click OK and press ENTER to create Sheet 4.

Figure 5

12. Select the Sheet 4 sheet tab to activate it.

 Right-click and select Delete.

 Click Yes.

Figure 6

13. Select the NEW sheet tab to activate it.

14. From the Document group in the ribbon, click Sheet Setup .

 Select the current format to activate the drop-down list.

 Select Browse from the drop-down list.

 Select a.frm, then click Open and OK.

 Click Remove All and Yes.


Figure 7

This completes the procedure.

Concept: Showing, Erasing, and Deleting


Annotations
Showing Annotations

When you create a 3-D model, you simultaneously create various items useful for annotating
the model in a drawing, such as dimensions and axes.

Figure 1 – Showing Axes and Dimensions

When creating a 2-D drawing, you can select which information from the 3-D model to show
in the drawing:
 Dimensions

o Driving Dimension Annotation Elements

o All Driving Dimensions or Strong Driving Dimensions

o Driven Dimensions, Reference Dimensions, or Ordinate Dimensions

 Geometric Tolerances

 Notes

 Surface Finishes

 Symbols

 Datums

o Set Datum Planes, Set Datum Axes, or Set Datum Targets

o Axes

The Show Model Annotations dialog box is context-sensitive. You can control which
annotations display on the drawing and where they display based on how items are selected:

 Select a model from the model tree — Indicates all the selected item types for the model
on the drawing. The items may appear in multiple views.

 Select features from the model tree — Indicates the selected item types for the selected
features on the drawing. The items may appear in multiple views.

 Select a drawing view — Indicates all the selected item types within a particular drawing
view.

 Select features from a particular drawing view — Indicates the selected item types for
the selected features on the drawing, within the view in which the feature was selected.
If an item is not appropriate to that view, it does not display.

 Select a component in a particular drawing view (Assembly Drawings only) — Indicates


the selected item types for the selected component on the drawing, within the view in
which the component was selected. If an item is not appropriate to that view, it does not
display.

All of the possible items that can be shown based on the selected tab and selected items
display in the drawing in a preview color. You can then select or de-select items to show by
using the dialog box or by selecting them from the drawing.
Figure 2 – Show Model Annotations Dialog Box

When dimensions are shown, the system automatically arranges and spaces them apart.
You can then adjust them further manually or by using the Cleanup Dimensions dialog
box.

Erasing and Deleting Annotations

If at any point during drawing creation you decide that you no longer wish to display certain
shown items, you can erase or delete them. The differences between these two options are
as follows:

 Erase — Temporarily removes the items from the display. The items are shown grayed
out in the drawing tree.

o Erased items can be returned to the display by right-clicking and selecting Unerase.

 Delete — Removes the items from the drawing.

o Any item originating in the model is retained in the model, and can be shown again.

o Any item created in the drawing, such as dimensions or notes, are deleted and
must be recreated.

To erase/delete items, select them in the drawing, and then right-click and select Erase or
Delete. You can select items to erase or delete using the following methods:
 Select an individual item.

 Press CTRL and select multiple items.

 Apply a selection filter to quickly select desired items.

 Select items from the drawing tree.

Procedure: Showing, Erasing, and Deleting


Annotations
Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_Details\Show_Erase_Delete folder and click OK

3. Click File > Open and double-click SHOW_ERASE.DRW.

Task 1. Show dimensions using different methods.

1. Disable all Datum Display types.

2. Select the Annotate tab from the ribbon.

3. Click Show Model Annotations from the Annotations group.


 Select the Dimensions Tab .

4. Select HOLE 2 from the model tree.

 Notice the dimensions appear in different views.

Figure 1

5. Select HOLE 2 from the top view.

 Notice the dimensions now only appear in this view.


Figure 2

6. Click Select All and then click Apply in the dialog box.

7. Select the front view.


Figure 3

 To select a view, click within the view boundary, but not on the model geometry.

8. Click Select All .

 Click OK in the dialog box.

 Notice the dimensions from both views are now shown.

 Click the background to de-select all selected items.

Figure 4

9. Select the Sheet 2 tab to view sheet 2.

10. Select ANGLE_GUIDE.PRT from the model tree.

11. Click Show Model Annotations from the Annotations group.

 Click Select All .

 Clear the d22 and d35 options in the dialog box.

 Click OK in the dialog box.


 Click the background to de-select all selected items.

Figure 5

Task 2. Erase, unerase, and delete dimensions.

1. Press CTRL and select the 65 and 32.5 dimensions in the front view.

 Right-click and select Erase.

 Click the background to de-select all selected items.


Figure 6

2. Specify Dimension as the selection filter.

 Drag to select all dimensions in the top view.

 Right-click and select Erase.

 Click the background to de-select all selected items.


Figure 7

3. Expand the Front view Annotations node in the drawing tree.

 Select d5, right-click, and select Unerase.

 Select d25, right-click, and select Delete.

 Select d2, right-click, and select Delete.

Figure 8

4. Select ANGLE_GUIDE.PRT from the model tree.

5. Click Show Model Annotations .

 Notice the deleted dimensions may be shown again.

 Select d25 to show it again.


 Click OK in the dialog box.

 Click the background to de-select all selected items.

Figure 9

Task 3. Show datum axes using different methods.

1. Click the Sheet 3 tab to view sheet 3.

2. Click Show Model Annotations .

 Select the Datums Tab .

3. Select the Front view.

 Select axes A_4, A_5, and A_6 in the dialog box.


 Click Apply in the dialog box.

Figure 10

4. Select the top view and click Select All .

 Click OK.

Figure 11

This completes the procedure.

Concept: Dimension Enhancements


Dimension Enhancements Theory

Creo Parametric now contains several new dimension types:

 Actual Dimension Note

o Enables you to show the true or actual radius dimension as a note.


Figure 1 – Actual Radius Note

This dimension type can be used when the radius cannot be measured in the
desired view.

Figure 2 – Dimension Properties

 Z-Radius Dimension

o Creates a foreshortened radius dimension.


Figure 3 – Z-Radius Dimension

You can select the illustrative “center point” for the radius dimension, and adjust the
Z-bend in the dimension line.

Additional Dimension Capabilities

The following enhancements have also been made with respect to dimensions in drawings:

 Dimension property improvements — Additions to the Dimension Properties dialog box


include a rounded dimension display option, independent control of tolerance settings,
and the ability to override or show tolerance value only.

 Auto-Clip created dimensions — Created dimensions automatically clip to their


references.

 Dimensions in draft groups — Created or shown dimensions can be added to a draft


group. The dimensions can reference either the model or draft entities.

Concept: Detailing Enhancements


Detailing Enhancements Theory

Other detailing enhancements for drawings include:

 Hole Table updates — Hole tables have a new, simplified dialog box interface.
Figure 1 – Hole Table Dialog Box

In addition to holes, you can select to include sheetmetal cuts with punch axes, as well
as extruded and revolved cuts.

Figure 2 – Single Auxiliary View Arrow

You can also customize the hole table columns.

 Auxiliary View arrows — You can change the view properties to specify None, Single, or
Double view arrows for auxiliary views.

 Copy and Paste draft GTOLs — You can now copy and paste draft GTOLs for quick
reuse.

Concept: Printing Enhancements


Printing Enhancements Theory

The Printing Settings option is available in File > Print > Print Settings/Preview. Functionality
enhancements include:

 An improved Print Preview — Print Preview creates an accurate preview of the selected
output type.

Figure 1 – Print Preview Tab and Sample Print Preview

It takes into account pen table mapping, line styles, line priorities, printer margins, and
other settings.

 True Type Font printing support — The system now sends only the string and font
definition to the printer, resulting in a higher quality output and a decreased file size.

Concept: Detail Options Enhancements


Detail Options Enhancements
Figure 1 – Detail Options Accessed from Model Properties Dialog Box

Drawing detail options are accessed through the new Model Properties dialog box, shown in
Figure 1. You open the Model Properties dialog box by clicking File > Prepare > Drawing
Properties. To open the Options dialog box, click change to the right of Detail Options in the
Model Properties dialog box.

Figure 2 – Find Option in Options Dialog Box

The Options dialog box now has a Find button that enables you to search for drawing options
for your *.dtl file, as shown in Figure 2. This functionality is similar to the Find option used
when setting config.pro options.

Concept: Detailing Graphics Enhancements


Detailing Graphics Enhancements
Figure 1 – Drawing using HLR and a Light Graphics Rep

Fast HLR has been enabled for drawings, improving repaint time on very complex models,
such as the one shown in Figure 1. Note, however, it does not impact memory usage or
regeneration time. The config.pro option fasthlr_drawing can be used to set the default, and
there is now an icon in the View tab of the ribbon to toggle it on and off, as shown in Figure 2.

Figure 2 – View Tab with Fast HLR for Drawing Selected

The option is automatically turned off when you print.

There are several limitations related to HLR for drawings:

 Uses model and edge colors from the model.

 Certain views, such as perspective views and 2-D cross-section types, are not
supported.

Light Graphics Reps are supported for the top-level assembly, with some limitations for those
components in the rep:

 Only visible in shaded view.

 Not selectable.

 Not listed in BOM.

 Cannot show their dimensions.

 Annotations will not attach to them.

Concept: Prefix and Postfix Enhancements


Prefix and Postfix Enhancements
Postfix has been renamed to Suffix in Creo Parametric.

Figure 1 – Prefix and Suffix on Standard Dimension

Prior to Creo Parametric, once you added the Prefix and Suffix the text was added to the
dimension callout (@D) and the fields were blank the next time you opened the Dimension
Properties dialog box. Now, the Prefix and Suffix are maintained in the applicable text field
instead of being incorporated into the dimension string. For example, in Figure 1 you see a
simple dimension callout. The Prefix R and Suffix TYP are inserted into the applicable text
fields and are not incorporated in the dimension @D.

Figure 2 – Prefix and Text Outside Basic Dimension

However, you may wish to make the display shown in Figure 2. In this case, if you want only
the Prefix R to appear inside the Basic dimension box, and not the Suffix TYP, you would use
the Prefix text field for R and add TYP directly in the text box containing @D.

Concept: Feature-Specific Text


Enhancements
Feature-Specific Text Enhancements

Text for sheetmetal walls, shell features, and chamfers such as those shown in Figure 1, has
been enhanced.
Figure 1 – Model with Shell and Chamfer

The text THICK is set in the Suffix text field, but you can customize both the Prefix and Suffix
as required in the Dimension Properties dialog box.

The text for chamfers can also be customized, as shown in Figure 2.

Figure 2 – Customizing Chamfer Dimension Properties


You can set a Prefix and Suffix and can also set the following options:

 Text orientation

 Configuration – Leader or Linear

 Chamfer text display

The default values for the preceding settings can be set in the drawing options file by setting
the values for default_chamf_text_orientation, default_chamf_dim_configuration, and
default_chamfer_text respectively.
Concept: Detailing Arrow Enhancements
Detailing Arrow Enhancements

Figure 1 – Automatic Attachment Type in Menu Manager

There is a new Automatic attachment type, shown in the menu manager in Figure 1, that
selects the arrowhead style based on the attachment type. If the attachment reference is a
surface, the system uses a small dot; if it is another entity, like an edge, it uses an arrowhead,
as shown in Figure 2.
Figure 2 – Automatic Attachment by Reference Type

Near the bottom of the ATTACH TYPE menu you see there are two new arrow types, Half
Arrow and Triangle. A sample of each is shown in Figure 3.

Figure 3 – New Arrow Types

Concept: Detail and Section View


Enhancements
Detail and Section View Enhancements
Figure 1 – Detail and Section Views

There is improved flexibility to set defaults for view notes. You can select the view label text or
the detail view leader, right-click, and select Toggle Leader Type to change the leader display
on individual dimensions.

Also, there is now support for Chinese and Russian standards for section lines, as shown in
Figure 2.

Figure 2 – Drawing View with Russian Standards


Concept: Dimension Text Orientation
Enhancements
Dimension Text Orientation Enhancements

Figure 1 – Text Orientation Options

Figure 2 – Position Configuration Options

The text orientation options for linear and angular dimensions have been enhanced to provide
multiple orientation options and position configurations, as shown in Figure 1 and Figure 2.
You can change these options per dimension by right-clicking and selecting Properties. In
pervious versions, any changes were applied to all dimensions. You can still set the default
orientation using the Options dialog box for the drawing’s *.dtl file. A drawing view with some
configured dimension text orientations is shown in Figure 3.
Figure 3 – Drawing View with Customized Orientations

There is improved flexibility to set the default text orientation for various dimension types
independently. There is also improved control to modify the text orientation of individual
dimensions.

Concept: View Scale Enhancements


View Scale Enhancements

Figure 1 – View Scale Options in the Options Dialog Box


Traditionally, if you wanted to display a scale of 1:2.5, you had to present it as 2:5. In Creo
Parametric you can now use the desired format of 1:2.5 by setting the drawing option
view_scale_format to ratio_colon_normalized. Setting this option gives you the freedom to
use:

 Increasing scale, such as:

o 2:1

o 2.5:1

o 5:1

o 10:1

o and so on

 Neutral scale, such as 1:1.

 Decreasing scale, such as:

o 1:2

o 1:2.5

o 1:4

o 1:10

o and so on

Concept: BOM Enhancements


BOM Enhancements

Figure 1 – Balloons Merged


Merge Balloons is no longer limited to quantity balloons; it can also be used on simple
balloons, as shown in Figure 1. Notice the balloons calling out items 3 and 4 are merged.

Figure 2 – Fixed Index Item Dashed

Dash Item is no longer restricted to non-fixed indices, so you can now dash fixed-index items,
as shown in Figure 2.

Concept: Inserting Tables


Inserting Tables

You can insert tables into the drawing using either of the following two methods:

 Table Grid – Enables you to visually drag the desired number of rows and columns for
the table. This grid is similar to the Microsoft grid UI. Once you drag the desired table
size, click in the drawing to place the table. By default, the table origin is the upper-left
when placing it in the drawing. However, you can change this in the table properties.
Figure 1 – Inserting a Table using the Table Grid

 Insert Table dialog box – Available options for inserting a table using the Insert Table
dialog box include:

o Direction – Specify rightward and descending, leftward and descending, rightward


and ascending, or leftward and ascending.

o Number of rows and columns – Specify the table sized by typing in the desired
number of rows and columns in fields.

o Column height

o Column width
Figure 2 – Inserting a Table

At the point when you go to place the table, the Select Point dialog box displays. This
dialog box enables you to specify the reference type to which you snap the table.
Options include:

o Free Point

o Absolute Coordinates

o Relative Coordinates

o Object or Entity

o Vertex
Figure 3 – Table Placement Options

Procedure: Inserting Tables


Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_Details\Tables_Inserting folder and click OK

3. Click File > Open and double-click TABLES_1.DRW.

Task 1. Insert a table using the Table Grid.

1. Disable all Datum Display types.

2. In the ribbon, select the Table tab.

3. In the Table group, click Table , move the cursorto highlight a 3x6 Table grid, and click to
select it.
Figure 1

4. Move the cursor to locate the table near the upper-right corner of the drawing sheet.

Figure 2

5. Click to place the table.


Figure 3

6. Zoom in on the table to view it.

Figure 4

7. Click Refit from the In Graphics toolbar.

Task 2. Insert a Table using the Insert Table dialog


box.
1. Select Insert Table from the Table types drop-down menu in the Table group.

2. In the Insert Table dialog box, click Leftward and Ascending .

 Type 3 for the Number of Rows.

 Click OK.

Figure 5

3. In the Select Point dialog box, click Vertex .

 Click in the Vertex collector to activate it.

Figure 6

4. Select the vertex in the drawing title block.


Figure 7

5. Click OK from the Select Point dialog box.

Figure 8

This completes the procedure.

Concept: Editing Table Properties


Table Selection

To edit a table’s properties, you must first select the table or the portion you wish to edit. You
cursor over a table cell and right-click, or query, to cause the following order of table entity
preselection:

 Cell

 Row

 Column

 Table
Figure 1– Selecting Table Entities

Once the desired entity has been pre-highlighted, click to select it.

You can cursor over the top-left corner of a table to pre-highlight the entire table for
selection.

Basic Table Editing using Ribbon Icons

Now that the desired table entity is selected, you can right-click and select from a set of
options or use the icons in the ribbon.

Figure 2 – Table Ribbon Icons


The following are commonly used icons for editing the table or table entities:

 Add Row

 Add Column

 Height and Width

 Merge Cells

Editing Table Properties

You can also access the Table Properties dialog box once the table is selected.
Figure 3 – Editing Table Properties
You can edit the following table properties using the dialog box:

 Modify the table origin and growth direction.

 Modify the row height or column width.

 Specify intelligent wrapping of text in table cells. Options include:

o Automatic Height Adjustment — Used for rows.

o Wrap Text — Used for columns.

String parameter values used in tables will automatically wrap in table cells.

Adding Text to a Table

To add text to a table, double-click the cell you wish to modify. In the Note Properties dialog
box you can then type the desired text and symbols, as well as configure the text style.

Detail Options

There are also default detail options that you can specify for tables. Those options include:
 default_table_row_height

 default_table_column_width

 default_table_rows

 default_table_columns

Procedure: Editing Table Properties


Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_Details\Tables_Editing folder and click OK

3. Click File > Open and double-click TABLES_2.DRW.

Task 1. Edit the first table.

1. Disable all Datum Display types.

2. In the ribbon, select the Table tab.

3. In the graphics window, query three times over a cell and select the entire table.
Figure 1

4. Right-click and select Properties.

5. In the Table Properties dialog box, edit the direction to Leftward and Descending .

 Type 15 as the Width in number of characters.

 Click OK.

Figure 2

6. Click Add Column from the Rows & Columns group.

7. Select the location in the table.


Figure 3

8. Notice that the added column grows to the left in the table.

Figure 4

9. Middle-click to stop adding columns.

10. Query the newly added column and select it.

Figure 5

11. Right-click and select Delete.

12. Query the entire table and select it.


Figure 6

13. Right-click and select Delete.

Task 2. Edit the second table.

1. In the table just above the title block, select the first cell, press CTRL, and select the fourth
cell.

Figure 7

2. Click Merge Cells from the Rows & Columns group.


Figure 8

3. Double-click the merged cell.

4. In the Note Properties dialog box, type REVISION HISTORY.

 Select the Text Style tab.

 Select Center from the Horizontal drop-down list.

 Click OK.

Figure 9

5. Double-click in the other cells and enter the text as shown.


Figure 10

6. Query the DESC column and select it.

7. Right-click and select Properties.

8. In the Table Properties dialog box, type 20 as the Width in number of characters.

 Click OK.

Figure 11

9. Click Add Row from the Rows & Columns group.

10. Select the row border just above the REV cell.
Figure 12

11. Notice that the table grew leftward ascending.

Procedure: Editing Table Properties


Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_Details\Tables_Editing folder and click OK

3. Click File > Open and double-click TABLES_2.DRW.

Task 1. Edit the first table.


1. Disable all Datum Display types.

2. In the ribbon, select the Table tab.

3. In the graphics window, query three times over a cell and select the entire table.

Figure 1

4. Right-click and select Properties.

5. In the Table Properties dialog box, edit the direction to Leftward and Descending .

 Type 15 as the Width in number of characters.

 Click OK.

Figure 2
6. Click Add Column from the Rows & Columns group.

7. Select the location in the table.

Figure 3

8. Notice that the added column grows to the left in the table.

Figure 4

9. Middle-click to stop adding columns.

10. Query the newly added column and select it.

Figure 5
11. Right-click and select Delete.

12. Query the entire table and select it.

Figure 6

13. Right-click and select Delete.

Task 2. Edit the second table.

1. In the table just above the title block, select the first cell, press CTRL, and select the fourth
cell.

Figure 7
2. Click Merge Cells from the Rows & Columns group.

Figure 8

3. Double-click the merged cell.

4. In the Note Properties dialog box, type REVISION HISTORY.

 Select the Text Style tab.

 Select Center from the Horizontal drop-down list.

 Click OK.

Figure 9
5. Double-click in the other cells and enter the text as shown.

Figure 10

6. Query the DESC column and select it.

7. Right-click and select Properties.

8. In the Table Properties dialog box, type 20 as the Width in number of characters.

 Click OK.

Figure 11
9. Click Add Row from the Rows & Columns group.

10. Select the row border just above the REV cell.

Figure 12

11. Notice that the table grew leftward ascending.

This completes the procedure.

Procedure: Creating Tables from File


Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_Details\Tables_From-File folder and click OK
3. Click File > Open and double-click TABLES_3.DRW.

Task 1. Save a table to file.

1. Disable all Datum Display types.

2. In the ribbon, select the Table tab.

3. Query the revision history table and select it.

Figure 1

4. Select Save As Table from the Save Table types drop-down menu.

5. In the Save Drawing Table dialog box, type rev_hist.tbl as the File name.

 Click Save.

Task 2. Insert a Table from File.

1. Click Table From File from the Table group.

2. In the Open dialog box, notice that REV_HIST.TBL is available.

 Select BOM_TABLE.TBL.

 Click Open.
3. Move the cursor to locate the table near the upper-right corner of the sheet.

Figure 2

4. Click to place the table.

Figure 3

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

6. Zoom in to view the table.


Figure 4

 This table was created with a Repeat Region and Report Parameters which enables it to
update to the assembly.

7. Click Refit from the In Graphics toolbar.

Task 3. Insert a Quick Table.

1. Click Table from the Table group and select Quick Tables .

2. Scroll and select the tooltable.

3. Move the cursor to locate the table near the right side of the sheet.
Figure 5

4. Click to place the table.

Figure 6

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

6. Zoom in on the table to view it.


Figure 7

This completes the procedure.

Concept: Creating BOM Balloons


Creating BOM Balloons

Bill of Materials (BOM) tables can be used to detail the location and number of parts included
in the assembly for manufacturers. BOM tables are created with repeat regions. A repeat
region is a group of user-designated table cells that automatically populate, and expand or
contract to accommodate the amount of data currently in the model.

You can also detail parts and assemblies with BOM balloons, which are circular callouts in an
assembly drawing that display components listed in the BOM table. BOM balloons are tied to
the bill of materials table. If you select a table row, the corresponding balloon highlights, and
vice versa.

You can create balloons by clicking Create Balloons and then selecting one of the
following balloon types:

 All

 By View — You must select the view on which the balloons display.

 By Component — You must select the desired assembly component on which the
balloons display.

 By Component and View — You must select an assembly component in a particular


view on which the balloons display.

 By Record — You must select a specific row in a BOM table.


Figure 2 – Viewing Created Balloons

Manipulating Balloons

You can manipulate placed BOM balloons in the drawing.

Figure 1 – Balloon Ribbon Options


The following options are available:

 Merge balloons — You can nest balloons by clicking Merge Balloons .

 Detach balloons — You can separate balloons by clicking Detach Balloons .

 Split balloons — You can split balloons by clicking Split Balloons . This option
enables you to create a copy of a balloon that represents multiple quantities and assign
a portion of that quantity to the new copy.
 Redistribute Quantity — You can redistribute balloon quantities by clicking Redistribute
Quantity . This option enables you to move a quantity from one balloon to another.

Editing BOM Balloons Settings

You can edit the settings for BOM balloons within the Table Properties dialog box.

Figure 3 – Editing BOM Balloon Properties


When a drawing has placed BOM balloons, the BOM Balloons tab activates. You can edit the
following properties of BOM balloons:

 Select which region to apply settings, if multiple repeat regions are selected.

 Control the type of balloon. Options include:

o Simple Circle.

o Quantity Split Circle.

o Custom – This option requires a custom balloon symbol (*.sym).

 Set the BOM balloon parameter to use from the repeat region. The default parameter is
rpt.index.
 Set the Reference Balloon Text – By default, REF is used.

Procedure: Creating BOM Balloons


Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_Details\Tables_BOM-Balloons folder and click OK

3. Click File > Open and double-click TABLES_4.DRW.

Task 1. Create balloons for the assembly.

1. Disable all Datum Display types.

2. In the ribbon, select the Table tab.

3. From the Balloons group, click Create Balloons and select Create Balloons – All.
Figure 1

4. Select a row from the table.

Figure 2
5. Notice that the corresponding balloon highlights.

6. Select a balloon from the view.

Figure 3

7. Notice that the corresponding table row highlights.

Task 2. Edit the BOM balloon settings.

1. Query the BOM table and select it.

2. Right-click and select Properties.

3. In the Table Properties, notice that the BOM Balloons tab is now available.

4. Select the BOM Balloons tab.

 Select Quantity Split Circle from the Type drop-down list.

 Click OK.
Figure 4

Task 3. Manipulate the balloons.

1. Notice that the entire balloon quantity of 5 is on the lower bolt.


Figure 5

2. Click Split Balloons from the Balloons group.

3. Select the balloon.

4. Type 3 as the quantity of balloons to remove and press ENTER.

5. Select the edge of the bolt.

6. Select a location for the balloon.

Figure 6
Task 4. Update the assembly and observe the BOM
table update.

1. Select the VALVE.ASM from the model tree.

2. Right-click and select Open.

3. Select the bolt pattern, right-click, and select Delete Pattern.

4. Click Close .

5. Notice the message window and read its contents.

 Click Close.

6. Notice the view and the balloon quantity have updated.

Figure 7

7. Notice that the BOM table has also updated.


Figure 8

This completes the procedure.

Concept: Dimension and Annotation


Enhancements
Dimension and Annotation Enhancements

Figure 1 – Annotation referencing perpendicular entities

You can now directly click and drag dimensions without having to right–click.

Simply select the dimension to drag. Then curser over the portion of the dimension to be
manipulated - such as the dimension value, dimension line, witness line, etc. A context
sensitive cursor will appear indicating the appropriate drag option. You can then click and
drag that item accordingly.

For example:

 Drag a linear or angle dimension value freely or snap to center.


 Drag a dimension value to 'align' to an adjacent dimension.

 Drag a dimension line to change the offset of the dimension from the model.

 Drag a witness line to 'clip' the endpoint.

In addition, you can now select edges perpendicular to the annotation plane when creating
annotations.

For example, you could query an edge that appears as a vertex when viewed from the
annotation plane. The resulting annotation will maintain the reference to the geometry, and
update with it.

Figure 2 – Centering and Aligning Dimensions


Figure 3 – Moving and Centering Dimensions

Concept: Creating Combination States and


Showing Annotations
Creating Combination States

Combination states enable you to combine several different view settings, such as an
orientation, a cross-section, and a simplified representation, into a single configuration. You
can create as many combination states as needed, and manage them using the available
icons in the Annotate ribbon tab.

Figure 1 – Combination States

To create a new combination state, click New from the Combination States group. This

creates a new combination state tab below the graphics window and sets the combination
state as active. You can rename the combination state by double-clicking on the tab text. You
can then freely configure the model, as desired, combining the following view settings:
 Model orientation

 Cross-sections

 Simplified representations

 Layer status

When you have completed configuring a model, click Update from the Combination States
group. This saves the changes to the active combined state. You can always re-configure the
model and update it again.

You can quickly switch between combination states using the combination state tabs.
Selecting a tab sets the combination state to be active. You can also hover over the
combination state tab for a thumbnail preview, as shown in Figure 2.

Figure 2 – Combination State Tabs

You can configure a drawing view to a particular combination state.

Showing Annotations

You can show existing 3-D model annotations in a combined state, including the following:

 Driving dimensions

 Tolerances

 Notes

 Surface finishes

 Symbols

 Set datum references


Figure 3 – Showing Annotations

The method for showing existing 3-D model annotations is similar to showing annotations on
a 2-D drawing. Annotations automatically select an appropriate orientation. Orientation is
determined based on sketching plane and current model position.

Procedure: Creating Combination States and


Showing Annotations
Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_3D\Comb-States_Show-Anno folder and click OK

3. Click File > Open and double-click 3D_DRW-1.PRT.

Task 1. Create combination states.


1. Disable all Datum Display types.

2. In the ribbon, select the Annotate tab.

3. Click New from the Combination States group.

4. Double-click the Comb0001 tab, type Profile_3D, and press ENTER.

5. Orient the model as shown.

Figure 1

6. Click Update from the Combination States group.

7. Click New .

8. Double-click the Comb0001 tab, type Hole_3D, and press ENTER.

9. Zoom in on the model and orient as shown.


Figure 2

10. Click Update .

11. Click New .

12. Double-click the Comb0001 tab, type Section_3D, and press ENTER.

13. Click View Manager from the In Graphics toolbar.

14. In the View Manager, select the Sections tab.

 Double-click cross-section C.

 Right-click cross-section C and select Show Section.

 Click Close.

15. Orient as shown.

Figure 3

16. Click Update .

17. Drag the Profile_3D tab to be the first tab.


18. Select Profile_3D to activate it.

Figure 4

Task 2. Show annotations.

1. Orient the model upside-down.

Figure 5

2. Click Show Annotations from the Manage Annotations group.

3. In the model tree, select Protrusion id 21245.

4. Notice that the dimensions are oriented and readable.


Figure 6

5. Click Cancel from the Show Annotations dialog box.

6. Select the Profile_3D tab.

7. Click Show Annotations .

8. In the model tree, select Protrusion id 21245.

9. Again, notice that the dimensions are oriented and readable.

Figure 7

10. Select the R7.5 dimension.

11. Rotate the model slightly and select the cut feature.

12. Select the R10 dimension.


Figure 8

13. Click OK from the Show Annotations dialog box.

14. Click in the background to de-select all dimensions.

15. Select the R10 dimension.

16. Select the new location for R10.

Figure 9

17. Notice the dimensions are also shown in the detail tree.

18. With the R10 dimension still selected, press CTRL and select the R7.5 dimension.

19. Right-click and select Move to Plane.

20. Select the front model surface.


Figure 10

21. Hover over the Hole_3D tab.

22. Notice that there are no dimensions displayed.

Figure 11

23. Select the Section_3D tab.

24. Notice that there are no dimensions.

25. Select the Profile_3D tab.

26. Notice that dimensions are visible.

This completes the procedure.


Concept: Creating Annotation Planes and
Annotation Features
Creating Annotation Planes

The 3-D annotations you create are placed on defined annotation planes on the model. You
can either create a new annotation plane or utilize any of the system-generated annotation
planes.

Figure 1 – Creating an Annotation Plane


System-generated annotation planes include FLAT TO SCREEN, FRONT and BACK, TOP
and BOTTOM, and LEFT and RIGHT. Annotation planes display in a gallery in the Annotation
Planes group in the ribbon.

Figure 2 – Annotation Planes Created


Each annotation plane has an intelligent icon that adapts to represent the annotation plane
location relative to the model.

You can manage annotation planes using the Annotation Plane Manager dialog box, which is
activated by clicking the small arrow icon at the bottom of the Annotation Planes group. The
Annotation Plane Manager dialog box contains the following options:

 Gallery Display — Enables you to specify whether a given annotation plane is displayed
in the gallery.
 Reorient model when set — When enabled, causes the model to automatically reorient
so that the annotation plane is parallel to the screen. This option is on a per-session
basis, not a per-annotation plane basis.

 Show plane grid — Displays grid spacing within the annotation plane. You can adjust the
grid spacing as desired.

When you select an annotation plane from the gallery, it becomes the active plane. Any new
annotations you create are placed on this plane. Click Active Annotation Plane to
reorient the model to the active annotation plane if the model was reoriented since activating
the annotation plane.

Creating Annotation Features

New annotations are created on the active annotation plane.

Figure 3 – Annotations Created on the Annotation Plane


You can create the following types of 3-D annotations:

 Driven, reference, and ordinate dimensions

 Geometric tolerances

 Set datum references

 Surface finishes

 Notes

 Symbols

You can select a created annotation and convert it to an annotation feature in the model tree
by selecting the annotation, right-clicking, and selecting Create Annotation Feature.
Procedure: Creating Annotation Planes and
Annotation Features
Before you begin
Hide/Unhide

Training Files:

Download the training files using the button below, if you have not done so already.

Download

Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_3D\Anno-Planes_Anno-Feat folder and click OK

3. Click File > Open and double-click 3D_DRW-2.PRT.

Task 1. Create annotation planes.

1. Disable all Datum Display types.

2. In the ribbon, select the Annotate tab.

3. Select the Profile_3D tab to view the combination state.

4. Press CTRL+D to orient to the Standard Orientation.

5. In the Annotation Planes group, hover over the annotation plane cube icons.

 Hover over the FRONT annotation plane.


Figure 1

6. Select the FRONT annotation plane.

7. Click Active Annotation Plane from the Annotation Planes group.

Figure 2

8. In the Annotation Planes group, click the small icon to launch the Annotation Plane Manager
dialog box.
Figure 3

9. In the Annotation Plane Manager dialog box, select the Reorient model when set check box
if necessary.

 Click New.

10. In the Annotation Plane Definition dialog box, edit the Name to PROFILE. (Do NOT press
ENTER.)

 Select Reference Plane.

 Orient the model and select the surface.

Figure 4

 The Reorient model when set check box affects the behavior of all the annotation plane
icons.

11. In the Annotation Plane Definition dialog box, click Flip to enable it.

 Click OK.
Figure 5

12. In the Annotation Plane Manager dialog box, click New.

13. In the Annotation Plane Definition dialog box, edit the Name to ANGLE. (Do NOT press
ENTER.)

 Select Reference Plane.

 Orient the model and select the surface.

Figure 6

14. In the Annotation Plane Definition dialog box, click Flip to disable it.
 Click OK.

Figure 7

15. Click Close from the Annotation Plane Manager dialog box.

16. Select the Profile_3D tab.

17. In the Annotation Planes group, hover over the new PROFILE and ANGLE cube icons.

18. Notice that each graphic has updated to match the selected plane.

Figure 8

Task 2. Create annotation features.

1. In the Annotation Planes group, select the PROFILE annotation plane.

2. Click Active Annotation Plane if necessary.

3. Click Annotation Feature .


4. In the Annotation Feature dialog box, click Dimension .

5. In the menu manager, click On Entity.

6. Select the left edge and the right edge.

Figure 9

7. Middle-click to place the dimension.

Figure 10

8. In the Annotation Feature dialog box, click Dimension .

9. In the menu manager, click On Entity.

10. Select the far left edge.

11. In the menu manager, click Center.


12. Select the hole arc.

Figure 11

13. Middle-click to place the dimension.

Figure 12

14. Click OK from the Annotation Feature dialog box.

15. Select the Profile_3D tab.

16. Reorient the model slightly to better view the dimensions.


Figure 13

17. Click Update .

18. Select the Hole_3D tab.

19. Notice that the dimensions are not visible.

20. Select the Profile_3D tab.

21. Notice that the dimensions are visible.

This completes the procedure.

Concept: Managing Annotation Display


Managing Annotation Display

Annotations can belong to particular combination states. This enables you to toggle between
combination states and have certain annotations appear and disappear along with the view
changes.

Managing Assignment of Annotations

Annotations, by default, belong only to the active combination state in which they were
created.
Figure 1 – Original Combination States
However, there are many ways to manage the assignment of annotations, including the
following:

 Add annotations to other combination states — You can assign annotations to other
combination states by selecting the desired annotation, clicking Add to State , and
selecting the additional combination state or states to which the annotation is assigned.
You can also right-click and select Add to State.

 Remove annotations from combination states — You can remove annotations from
combination states by selecting the annotation to remove and clicking Remove from
State . You can also right-click and select Remove from State.

 Erase annotations — Erasing annotations disables the display of the annotation and
causes it to be grayed out in the detail tree. You can always unerase an erased
annotation.

 Delete annotations — Deleting annotations removes the annotation from the model and
detail tree. You an always re-create the annotation.

Figure 2 – Updated Combination States

The detail tree lists the annotations that belong to the active combination state. When you
manage the assignment of an annotation, the detail tree updates to reflect the change made,
whether removing the annotation or causing it to be grayed out.

You can select annotations from the detail tree, model tree, or from the model in the graphics
window.

Model Tree Display


If the Annotations filter is enabled in the model tree, standard annotations display in a folder
at the top of the model tree. Annotation features display in-line as a feature in the model tree.

Changing 3-D Detail Options

Detail options control the cosmetic appearance of annotations.

Figure 3 – Changing the Model.dtl File


Detail options provide support of 3-D drawing standards. Parts and assemblies now have a
detail options file (*.dtl) associated with them. These options are similar to 2-D drawing options.
Similarly, there is a dialog box for managing them similar to the 2-D drawing options. To manage
3-D detail options, click File > Prepare > Model Properties and click change in the Detail Options
section of the Model Properties dialog box.

Procedure: Managing Annotation Display


Before you begin
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Training Files:

Download the training files using the button below, if you have not done so already.

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Procedure Setup:

1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.

2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Drawing_3D\Anno_Display folder and click OK
3. Click File > Open and double-click 3D_DRW-3.PRT.

Task 1. Manage the annotation display.

1. Disable all Datum Display types.

2. In the ribbon, select the Annotate tab.

3. Select the Profile_3D tab to activate it.

Figure 1

4. Select the Hole_3D tab to activate it.

5. Notice that the annotations assigned to the Profile_3D combination state are not visible.

Figure 2
6. In the Annotation Planes group, select the FLAT TO SCREEN annotation plane.

7. Click Notes from the Annotations group.

8. In the menu manager, click New.

9. In the Note dialog box, click in the Text field.

 Type the name of your company.

 Click Place and select a location to the upper-left of the model.

Figure 3

10. In the Note dialog box, click Style.

11. Edit the Height to 12.

 Click OK > OK.


Figure 4

12. In the Annotation Planes group, select the FRONT annotation plane.

13. Click Active Annotation Plane if necessary.

14. Click Dimension from the Annotations group.

15. In the menu manager, click On Surface.

16. Rotate the model as necessary and select the two surfaces.

Figure 5
Figure 6

17. Middle-click to place the dimension on the annotation plane.

Figure 7

18. Click Done from the menu manager.

19. Pan and zoom the model as necessary so the note is placed approximately as shown.

20. Click Update .


Figure 8

21. Select the Profile_3D tab.

22. Notice that the new note and dimension are not visible.

23. Select the Hole_3D tab.

24. Notice that the new note and dimension are visible.

25. Notice also that the note and dimension are visible in the detail tree.

Figure 9

 You can also enable the Annotations tree filters to show annotations in the model tree.

26. In the detail tree, select the dimension annotation.

27. Click Add to State from the Manage Annotations group.

28. In the Assign Annotations dialog box, select the PROFILE_3D state.
 Click OK.

29. Select the Profile_3D tab.

30. Notice that the new dimension is visible.

Figure 10

31. Select the Hole_3D tab.

32. Notice that the note and dimension are visible.

33. Select the dimension, right-click, and select Erase.

34. Notice that the dimension is removed from the display.

35. Notice that the dimension is grayed out in the detail tree.

Figure 11

36. With the dimension still selected, click Remove from State from the Manage Annotations
group.

37. Select the Profile_3D tab.


38. Notice that the dimension is still visible.

39. Select the Hole_3D tab.

40. Notice that only the note is visible.

41. Select the note and click Add to State .

42. In the Assign Annotations dialog box, select the PROFILE_3D state.

 Click OK.

43. Select the Profile_3D tab.

44. Notice that the note is now visible.

45. Orient the model slightly to better view the new dimension.

Figure 12

46. Click Update .

47. Select the previously created dimension, press CTRL, and select the note.

48. Right-click and select Create Annotation Feature.

49. Click OK from the Annotation Feature dialog box.

50. Scroll to the bottom of the model tree and notice there is now a second annotation feature.
Task 2. Experiment with annotation display options.

1. Click File > Prepare > Model Properties.

2. In the Model Properties dialog box, click change in the Detail Options section.

3. In the Option field of the Options dialog box, type default_lindim_text_orientation.

 Select parallel_to_and_above_leader from the Value drop-down list.

 Click Add / Change.

4. In the Options dialog box, click Find.

5. In the Find Option dialog box, type arrow and press ENTER.

 Select arrow_length_ratio.

 Type 0.8 in the Set value field and click Add / Change.

 Select arrow_style.

 Select Filled from the Set value field drop-down list and click Add / Change.

 Select arrow_width_ratio.

 Type 0.4 in the Set value field and click Add / Change.

 Click Close > OK > Close.

6. Notice the change in dimensions.

Figure 13
Figure 14

This completes the procedure.

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