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Best Practices for Working with CAD

and Product Structures


Steve Shaw
Product Management Director, PTC
June 2011
2
Agenda
Best Practices for Working with CAD and Product Structures
Background
PTC Best Practices Overview
PTC Best Practices Details & Supporting Capabilities
Q&A

3
Background
CAD-Driven Product Structure
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Skeleton
Model
Not Built
Builds
Component
Part
Builds
Assembly
Part
Builds
Component
Part
Enterprise Structure CAD Structure
Requirements
Data Sheet
CAD Model Data Sheet
Viewable
Requirements
Test Plan
Software Code
Analysis
Test Plan
Software Code
Analysis
CAD Model
Viewable
Test Plan
Software Code
Analysis
CAD Model
Data Sheet
Viewable
Requirements
4
Storyboard Overview
START
END
Defining a New Product
Concept
Using enterprise top
down design
2
Preparation
Leveraging New Windchill
10.0 capabilities to the
fullest
1
Detailed Design
Execution
3
Finalizing Product
Structure
4
Available for downstream
activities/systems
5
Enterprise
Top Down Design
2
Detailed
Design
3
Reconcile
CAD-to-Part
Relationships
4
Downstream
deliver/usage
5
Business
Administration
1
5
Maintaining data consistency is a must
What CAD tools does the system need to manage & do
they have differing needs?
What information should be extracted from the CAD
models?
relevant to Search?
does it contain information relevant to the Part
Do different design/product/organizational disciplines have
differing needs?

Preparation
System Administration, Configuration and Process considerations
START
END
Defining a New Product
Concept
Using enterprise top
down design
2
Preparation
Leveraging New Windchill
10.0 capabilities to the
fullest
1
Detailed Design
Execution
3
Finalizing Product
Structure
4
Available for downstream
activities/systems
5
6
Identify File-based or Non-file-based
attributes required for CAD
Designated Dimensions / Parameters coming from
CAD authoring tools (file-based)
Attributes strictly managed in Windchill
Identify and define any constraints
What CAD attributes should be
propagated to its related Part?
Building Part structure from CAD propagates
attributes to the Part
All, Some, maybe None
Preparation
Attribute Management
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7
Desiring certain behavior based on a given
authoring tool.
Wanting more granular control of attributes that
might be applicable for specific model types or
disciplines
Previous Windchill Releases have all attribute go on a
single type.
For example: If Im modeling a bearing, there may be
attributes that are not applicable
Managing differing OIRs (conventions and life
cycles) for different disciplines.

Expanded CAD Document Soft-type support with 10.0
Possible use cases may be one of the following
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8
Support for multiple CAD document soft types
Select while Creating New CAD Document in
Workspace
New Create New CAD Document while
creating New Part
Drive type created based on CAD model
attribute (parameter) value
Use designated parameter UPLOAD_SOFT_TYPE
Drives creation on upload of content to server
Map CAD Document soft
type to Part soft types
As part of CAD document
soft type definition

Forward looking information subject to change without notice 2010 PTC
Select CAD
Document Type
1
9
Support for multiple CAD document soft types
Define types based on authoring tools
Ex. Different soft types for Creo and AutoCAD
Site wide configuration using EPMDefaultSoftTypes.xml
Forward looking information subject to change without notice 2010 PTC
1
10
Create and check in CAD start parts into
Windchill
Steps to create CAD Document
Template
Navigate to the Templates page
Available from Site Level to Context
View CAD Document Templates
Select new CAD Document template
Navigate to the Cad Object to be used
as a template
Identify the necessary information
Including Soft Type
Select OK
You can create as many templates off
the same type object as necessary
CAD Document Templates
CAD Documents Template Support

1
12
On/Off association with Boolean

Using an attribute to control whether an
association between a CAD document
and a part should be created


Details
New Windchill 10.0 Site-wide preference
Part Structure Override Attribute Name
Located under Operation > Auto
Associate
Exclude auto association/creation with
Boolean attribute on CAD Document
Define attribute per CAD authoring tool
New Gathering Part concept

Improves handling of CAD assemblies
that exist only for modeling purposes
Resolves the problem when the
assembly doesnt belong in the eBoM
but its children do
Details
New Part attribute Gathering (Yes/No)
Set manually on Part common attributes
Drive setting based on CAD document
attribute, with new Windchill 10.0 Site-
wide preference Phantom Assembly
Override Attribute Name
Located under Operations > Auto
Associate
Defines attribute to be used per
authoring tool
Attributes to Control Associations & Part Behavior
2010 PTC
1
13
Defining a New Product Concept
Using Enterprise Top Down Design Capabilities
START
END
Defining a New Product
Concept
Using enterprise top
down design
2
Preparation
Leveraging New Windchill
10.0 capabilities to the
fullest
1
Detailed Design
Execution
3
Finalizing Product
Structure
4
Available for downstream
activities/systems
5
Develop Top-Down
B
Top Level
A
C
Concept Product
Architecture
Top Level
B
A
C
a
b
c
Iterative process of developing complex products in a concurrent fashion by
going from concept product architecture to a defined set of design
deliverables
Top Level
B
A
C
a
b
c
D
Create CAD
A.asm
a.prt
b.asm
1.prt
A-Skel
Detailed Product Definition
A
Top Level
a
b
1
d
B
c
C
D
E
002
003
001
B
c
d
A.asm
a.prt
b.asm
1.prt
A-Skel
D.asm
001.prt
E.asm
002.prt
003.prt
D-Skel.prt
14
Enterprise Top Down Design
2010 PTC
Challenge: Design complex multi-disciplined products
Practice:
Develop hi-level product architecture that drives a
defined set of MCAD design deliverables used in
concurrent and iterative development of complex
products
Capabilities:
Simultaneous creation of enterprise part &
associated CAD structures
Interactive preview for conceptual development of
design structures and validation
Concurrent editing of associated structures with
pro-active reconciliation of differences
Synchronize and drive controlled changes
throughout concurrent design development
Benefits:
Engineer products from top-down
Shorten time to design by enabling concurrent
design process
Eliminate manual rework with automated
communication of changes
Create initial
enterprise product
architecture
Create corresponding CAD
deliverables
Drive CAD
deliverables
Manage changes and
relationships
Preview and manipulate in
lightweight environment
2
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2
View the video here
16
Simultaneous Creation of Part & Associated
CAD Document from Create Part UI
Folder browser
Product Structure Browser
Edit part structures in PSB and PSE
Supports Adds & Removes
Manual position entry/editing
Set flag to indicate change to be reflected in CAD
Positioning in Creo View and Save to PSB
Components positioned in CAD when loaded
Update CAD Assembly from Part Structures
Compare and build in Structure Compare UI
Option to execute reverse build on check-in
CAD Tools supported
Creo 1.0 and Creo Elements/Pro 5
CATIA V5
Enterprise Top Down Design Capabilities & Workflow
Edit
Compare
& Build
Validate
Forward looking information subject to change without notice 2010 PTC
2
17
Retrieval of TDD created assembly
Creo 1.0 ability to accept/reject TDD changes
Complete detailed design
Working in CAD tool
Data reuse
New models/geometry
constraints
Design complete
Associate/auto-associate new models to Parts
Flag item as gathering
Use parameters to control part creation behavior
Check-in
Product structure updated
Detailed Design Execution
Bottom Up design completion and product structure updates
START
END
Defining a New Product
Concept
Using enterprise top
down design
2
Preparation
Leveraging New Windchill
10.0 capabilities to the
fullest
1
Detailed Design
Execution
3
Finalizing Product
Structure
4
Available for downstream
activities/systems
5
18
Detailed Design
design of new
components
design
collaboration
apply constraints
define parametric
relationship
3
Edit/Create CAD-to-
Part Associations
Designate Parameter
& Attributes
19
Design In Context Overview
Enable Designers to create or update designs faster by finding the right
information

Forward looking information. Subject to change without notice 2010 PTC
Filter CAD Assemblies and/or Product Structures in Windchill
Spatial criteria (Box, Sphere, Proximity)
Attribute criteria
Preview Filtered Structures in Lightweight Viewer (Creo View)
Configured Digital Mockup (cDMU)
Design Reviews
Clash and Interference Mgmt
Load in CAD Tool to perform Design change
CAD Tools supported
Creo Elements/Pro 5.0
Creo 1.0
CATIA V5

3
20
Leveraging the CAD assembly to generate rich intelligent
Product Structures
How things are modeled doesnt always reflect the product
structure, or Engineering Bill of Material
Engineers need tools (and) flexibility to make adjustments
Downstream consumers and processes depend on an
accurate BoM

Finalization of Product Structure
Reconcile differences between CAD Assembly and Product Structure
START
END
Defining a New Product
Concept
Using enterprise top
down design
2
Preparation
Leveraging New Windchill
10.0 capabilities to the
fullest
1
Detailed Design
Execution
3
Finalizing Product
Structure
4
Available for downstream
activities/systems
5
21
More flexibility
Management of attributes &
processes limited for CAD
CAD and Product Structure not
always the same
Product Structure changes tied to
workspace & CAD users
No tools to view and compare
structure
Detailed Design
CAD Driven Product Structure Challenges
2006 PTC
CAD Model Parts Structure
BOM
CAD DMU
For Modeling
purposes only
Incorrect
Quantity
modeled in CAD
CAD Model
specific subassy
level not needed
in Product
structure
Erroneously
built in
structure
4
22
Improved Part Document Relationships
Goals
Deliver more flexibility to user working with product
structure driven from CAD data
Enable user outside of CAD tools to work with CAD
driven product structure
Key Capabilities
Provide environment for viewing CAD and Product
Structure side-by-side
Compare differences
Make edits
Provide graphical feedback
Relax restrictiveness of build rules
Edit Product Structure qty.
Restructuring capabilities
Parameter driven part creation capabilities


2008 PTC
Top-level.asm
A.asm
a.prt
b.asm
1.prt
A
Top Level
a
b
1
How can I change my Product Structure but
keep the association to the CAD Model?
4
23
Structure Compare
Side-by-side comparison of structures
CAD-to-Part
Part-to-CAD
Part-to-Part
Highlight and Navigate differences
Additional cross-highlighting reporting in
lower third
Lightweight editing
Bottom Up and Top Down Design build
support
2008 PTC
23
Launched from the
Compare Action
4
24
Structure Compare
2008 PTC
24
Central Column for
difference reporting
Difference
Navigation
Build
Structure
on RHS
Search
structure
Configure table
display
Addl reporting
and comparison
on highlighted
row
4
25
Purpose
Handing assemblies that are for modeling only
Elevating its children in the BoM
Product Structure
Identified with special part icon
Controlled by Part attribute
Edit Common Attributes toggle on/off
Ability to initially set using CAD attribute
BoM reports
Excluded from BoM reports
Children of gathering part maintained
Children elevated up a level in BoM

Editing CAD Driven Product Structure
Gathering Parts
2008 PTC
Sub-asm_1 excluded
children comp_3.prt &
comp_4.rt elevated
to 1
st
level
Toggle gathering
part on/off
Toggle gathering
part on/off
4
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Changing Quantities
Including for CAD built
occurences






Adding non-modeled items
Bulk items
Editing CAD Driven Product Structure
Whats modeled isnt always exactly what you want
2008 PTC
4
27
Deleting unwanted (built) members
Model included in assembly for reference (not part of BoM)
Correcting any unwanted items in structure
Decide whether change should be propagated back to CAD
System automatically keeps track of changes with Deleted Occurences
Editing CAD Driven Product Structure
Whats modeled isnt always exactly what you want
2008 PTC
4
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4 View the video here
29
Releasing BoM to
downstream
process
Exporting BoM
reports
Available for MPM
Publishing to ERP
other downstream
systems
Release to production systems
START
END
Defining a New Product
Concept
Using enterprise top
down design
2
Preparation
Leveraging New Windchill
10.0 capabilities to the
fullest
1
Detailed Design
Execution
3
Finalizing Product
Structure
4
Available for downstream
activities/systems
5
Manufacturing
Engineer
Questions?
Thank you!