Module 1

Introduction to the Pro/ENGINEER Wildfire Basic

Modeling Process
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Prepare for a part model design by scoping the design parameters of an adjoining part.
Create a new part model by following the required design parameters.
Create an assembly by assembling the new part model with existing part models.
Create a 2-D drawing of the new part model that includes views, dimensions, and a title block.

Pro/ENGINEER Wildfire Basic Modeling Process

The Basic Modeling Process can be summarized in four high-level steps:

1. Preparing for Part Model Design

2. Creating a New Part Model

3. Creating a New Assembly by Assembling the Part

Models

4. Creating a Drawing of the New Part Model

Module 2
Understanding Pro/ENGINEER Concepts
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand solid modeling concepts.
Understand feature-based concepts.
Understand parametric concepts.
Understand associative concepts.
Understand model-centric concepts.
Recognize basic Pro/ENGINEER file extensions.

Understanding Solid Modeling Concepts

Pro/ENGINEER Wildfire enables you to create solid model representations of your part and assembly models.
Solid Models:
Are realistic visual representation of designs.
Contain properties such as mass, volume, and center of gravity.
Can also be used to check for interferences in an assembly.

Interference Check

Mass Properties

Understanding Feature-Based Concepts

Pro/ENGINEER is a feature-based product development tool.
With Feature-Based Modeling:
You build one simple feature at a time.
Each new feature can reference previous features.

Connecting Rod Features

Understanding Parametric Concepts

The parametric nature and feature-to-feature relationships in Pro/ENGINEER enable you to easily capture
design intent and make design changes.
Parametric:
Model geometry is controlled by parameters and dimensions.
When you modify dimension values, relevant geometry is automatically updated.
Parent/Child Relationships:
Features referenced during creation become parents.
If parent features change, child features accordingly and predictively change as well.

Parametric Feature Relationships

Understanding Associative Concepts

Pro/ENGINEER is a bi-directionally associative product development tool.

Associativity

Understanding Model-Centric Concepts

In Pro/ENGINEER, the model is the center of all downstream deliverables.
Model-Centric

Assemblies reference the models being assembled.

The drawing references the model being documented.
The FEM model references the model being meshed.
The mold tool references the model being molded.

Model-Centric

Recognizing File Extensions

Each Pro/ENGINEER object type has a unique file extension used to identify it.
The following are common Pro/ENGINEER file extensions:
.prt - Part File
.asm - Assembly File
.drw - Drawing File
Part File

Drawing File

Assembly File

Module 3
Using the Pro/ENGINEER Interface
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand Pro/ENGINEER's main interface, folder browser and menu system.
Set the working directory and manage files in Pro/ENGINEER, including how to open and save files.
Understand basic Pro/ENGINEER display options including model display and datum display.
Create and manage basic 3-D orientations.
Manage and apply Pro/ENGINEER appearances.

Understanding the Main Interface

The Main Interface includes the following areas:

Graphics Window
Main Menu
Toolbars
Dashboard

Message Window
Dialog Boxes
Menu Manager
Drawing Ribbon

The Main Interface

Understanding the Folder Browser

The Folder Browser is a pane in the Navigator that enables you to browse the folders on your computer
and network.
The Folder Browser is divided into:

Common Folders
Folder Tree
The Folder Browser enables you to:

Browse folders.
View In Session objects.
View contents of your Desktop, My Documents, and
Network Neighborhood.

Browse directly to the Working Directory.

Resize the width by dragging the sash control.
Click the sash expand/collapse buttons to close the
Navigator.

The Folder Browser Pane

Understanding the Window Menu

The Window Menu contains commands for activating, opening, closing, and re-sizing Pro/ENGINEER widows.
You can also switch between open windows.
A window must be active to use all applicable
Pro/ENGINEER features.
The word Active appears on the title bar of the active
window next to the model name.
The active model has a dot next to its name in the
Window menu.
The Window Menu

Switching Between Open Windows

An Active Window

Setting the Working Directory and Opening and Saving Files

The Working Directory is the location for opening files from and saving new files to.
Pro/ENGINEER is started in the default working
directory.
Different working directories can be set.
New working directory locations are not saved upon
exiting Pro/ENGINEER.

Working Directory Common Folder

Set Working Directory in Folder Tree

Managing Files in Pro/ENGINEER

Pro/ENGINEER is a memory-based system, meaning that files are stored within RAM while you work on them.
An object in system memory is In Session.
Erasing Memory (RAM)

Erase Current
Erase Not Displayed
Version Numbers are increased by one each time you
save the model.
Deleting Models

Delete All Versions

Delete Old Versions

In Session in the Folder Browser and File Open Dialog

Box

Renaming Models

Rename On Disk and In Session

Rename In Session

The Rename Dialog Box

Model Versions

Understanding Basic Display Options

You can modify the display of both the model and datum types.
Display is controlled independently for the following
datum options:

Datum Planes
Datum Axes
Datum Points
Coordinate Systems

There are four different model display options:

Shaded
No Hidden
Hidden Line
Wireframe

Repaint

Datum Display Options

redraws the screen.

Model Display Options

Creating and Managing View Orientations

You can create and edit view orientations using the View Manager and Orientation dialog boxes.
Orientation Dialog Box:

Orient by reference.
Two references and two directions required.

Typical TOP View Orientation

Typical LEFT View Orientation

Typical FRONT View Orientation

Managing and Editing Appearances

You can create and manage appearances and apply them to your models.
A company-standard appearance file is
common.
Use the Appearances Manager to manage,
create, and edit appearances.
Use the appearance gallery to select and
apply appearances.
Apply appearances to parts, surfaces, or
components.
Clear selected or all appearances.

The Appearances Manager

Appearances Applied

Setting Up New Part Models

Your company can create customized templates that can be used to create new part models.
Create new parts using the New dialog box.
Use customized part templates.
Part templates include:

Datums
Layers
Units
Parameters
View Orientations

New Part Created using Template

Examples of Parameters

Layers Created from Part Template

Module 4
Selecting and Editing
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand the basic Pro/ENGINEER mouse controls and color feedback.
Understand the purpose of the model tree.
Select items using Direct Selection and Query Selection.
Filter the selection of items using Selection Filters.
Activate, edit, hide/unhide, suppress/resume, delete, and regenerate models and features.

Understanding Pro/ENGINEER Basic Controls

The graphics window provides you with color-based feedback to mouse and keyboard inputs.
System Color Assignments in the graphics window:

Cyan Preselection Highlighting

Red Selected Geometry
Yellow Preview Geometry
Keyboard and mouse actions perform different
functions:

Cursor Over (Preselection Highlight)

Query to Next Item
Select
Clear Selection

Preview Geometry

Preselection Highlighting

Selected Geometry

Using Drag Handles

Drag handles are graphical objects used to manipulate geometry or components during creation or redefinition
in real time.
Drag handles are used to:

Resize geometry.
Reorient geometry.
Move geometry.
Reference geometry.
Adjust component offset.
Access context-sensitive right mouse button
options.

Dragging Piston Extrude Depth

Adjusting Piston Pin Component Offset

Dragging Copied Ring Groove Cut

Understanding the Model Tree

The model tree lists the features in a model, in the order in which they were created. The model tree also
displays the order of the parts and sub-assemblies in an assembly.
The model tree enables you to:

Visualize model features.

Visualize feature order.
Select items.
Edit items.

Show options:

Layer/Model tree
Expand/Collapse all
Preselection highlighting
Highlight geometry

Layer Tree

The Model Tree

Show Menu Options

Selecting Items using Direct Selection

Direct selection occurs when you place the mouse cursor over a feature or component and click to select.
You can direct select:

Components
Features
You can perform direct selection in:

The graphics window

The model tree
Select multiple items using CTRL.
Select a range of items using SHIFT.
Multiple ways to de-select.

The CTRL Key

Select Components in Model Tree or Graphics Window

Select Features in Model Tree or Graphics Window

Selecting Items using Query Selection

Query selection enables selection of features, geometry, or components that are hidden beneath another item.
Query Selection:

Select by querying the model.

Select using the Pick From List.

Pick From List

Original Model, Cursor Over to Highlight, Query to Highlight, Select

Understanding Selection Filters

The selection filter provides various filters to help you select items.
Filters include:

Parts
Features
Geometry
Datums
Quilts
Annotation
The Selection Filter

Viewing the Selection Filter

Utilizing Undo and Redo Operations

You can easily undo and redo model changes.
Undo and Redo Capabilities:
Pop-Up Text
Undo List
Redo List
Pop-Up Text

Undo List

Redo List

Editing Features and Regenerating

Edit enables you to alter dimensions of a selected feature or component. Edit Definition enables you to modify
feature type, size, shape, location, references, or options.
Edit:

Enter a value directly on the model.

Use the Most Recently Used option.
Edit Definition using:

The dashboard.
Preview Feature
Pause Feature
Resume Feature

Drag handles.
Context-sensitive right mouse button options.
Use Regenerate

to update the model.

Editing a Model

Activating and Editing Models

You can activate components and sub-assemblies within a top-level assembly and edit their features and
components, respectively.
From an assembly, you can activate:

Components
Sub-assemblies
You can do the following to the active component or
subassembly:

Edit
Edit Definition
Create features
Viewing the Activated Component

Editing the Definition of a Chamfer in the

Activated Crankshaft

Editing the Number of Fins in the Activated Flywheel

Using Dynamic Edit

The Dynamic Edit operation enables you to dynamically drag a feature's dimensions or its section entities.
Example feature dimensions include:

Depth
Rounds/Chamfers
Patterns
Datums

Features are regenerated in real time.

Child features regenerate in real time.
Dynamically Editing Depth

Dynamically Editing a Section

Viewing the Caution Icon

Deleting and Suppressing Items

Suppressing an item removes it from the graphics display and regeneration cycle, but the item can be
resumed. Deleting an item is permanent.
Delete:

Is permanent.
Follows Parent/Child Rels.
Suppress:

Items can be restored via Resume.

Follows Parent/Child Rels.
Resume:

Selected items.
All items.

Viewing Children of Item to Be Suppressed

Suppressed Items in the Model Tree

Both Parents and Children Suppressed

Module 5
Creating Sketcher Geometry
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Review sketcher theory and understand design intent.
Learn and use constraints.
Learn how to sketch lines, centerlines, rectangles, circles and arcs.

Reviewing Sketcher Theory

A sketch is a 2-D entity that graphically captures an idea with lines, constraints, and dimensions.
2-D sketches are:

Placed on a 3-D model.

Used to create solid features.

2-D Sketch

Sketches are Used to Create Solid Features

Sketch Placed on a 3-D Model

Understanding Design Intent

Design Intent in Sketcher is to create, constrain, and dimension a sketch in a manner that will cause it to
update predictably if modified.
Design intent is captured in sketches by:

How it is constrained.
How it is dimensioned.
Capture design intent by using the Intent Manager to:

Maintain fully defined sketches at all times.

Maintain weak/strong items.

Freehand Sketch and Desired Sketch

Design Intent Captured with Dimensions

Design Intent Captured with Constraints

Utilizing Constraints
Constraints are rules enforced by Pro/ENGINEER on your sketched entities.
Constraint types include:

Vertical
Horizontal
Perpendicular
Tangent
Midpoint
Coincident
Symmetric
Equal
Parallel

Sketch Before and After Constraints Applied

Constraints Flyout
Sketch Before and After Constraints Applied

Sketching Lines
Sketched entities are the basis for a solid face or surface of a 3-D model.
There are two types of lines:

2 Point Line
2 Tangent Line

2 Point Line

2 Tangent Line

Sketching Centerlines
A centerline is a type of construction geometry that can be used to enforce symmetry and control sketch
geometry.
There are two types of construction Centerlines:

Centerline
2 Tangent Centerline

Symmetry Created using Centerline

Dimensioning a Circle without a Centerline

Dimensioning a Circle using a Centerline

Sketching Rectangles and Parallelograms

Quickly sketch four-sided shapes.
The four lines are independent.
You can delete, trim, and align each line individually.
Can create symmetric rectangles using centerlines.

Slant Rectangle

Rectangle

Parallelogram

Sketching Circles
There are four types of Circles:

Center and Point

Concentric
3 Point
Tangent to 3 Entities

Concentric Circle

Circle Tangent to 3 Entities

Circle Created by Picking 3 Points

Sketching Arcs
You can create numerous types of arcs within Sketcher.
There are five types of Arcs:

3-Point
Tangent End
Concentric
Center and Endpoints
Tangent to 3 Entities
3-Point Versus Tangent Arc Creation

Arc Tangent to 3 Entities

Center and Endpoints Arc

Module 6
Using Sketcher Tools
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand construction geometry theory.
Use geometry tools to edit geometry in a sketch.
Create and modify dimensions, as well as handle any sketcher conflicts that arise.

Understanding Construction Geometry Theory

Use Construction Geometry to help control design intent, simplify dimension schemes, and simplify sketches.
Construction Geometry:

Can be dimensioned and constrained.

Solid geometry snaps to it.
Does not add entities to final sketch.
Can make an otherwise difficult scheme easy.
Can reduce the number of dimensions/constraints
used.

Construction Geometry Controls a Sketch

Construction Geometry Simplifies Sketches

Construction Geometry Simplifies Dimension Schemes

Using Geometry Tools within Sketcher

Use Geometry Tools to modify existing sketched entities.

Using Trim/Delete Segment

Using Divide

Using Trim Corner

Using Mirror

Dimensioning Entities within Sketcher

How you dimension your sketch will reflect your design intent.
Dimension types include:

Line length
Angle
Distance
Radius
Diameter
Revolved Diameter
Arc length
Included angle

Middle-click to place dimensions.

Location can determine type.

Length and Angle Dimensions

Convert weak dimensions to strong.

Revolved Diameter Dimension

Distance, Radius, and Diameter Dimensions

Modifying Dimensions within Sketcher

You can modify individual dimensions or many all at once.
Modify dimensions by:

Editing the value.

Dragging the entity to which the dimension is
attached.

Using the Modify Dimensions dialog box.

Modify Dimensions Dialog Box

Editing the Value

Dragging an Entity

Sketcher Conflicts
Sketcher conflicts occur from manually adding too many constraints or dimensions.
Conflicts caused by:

Adding too many dimensions.

Adding too many constraints.
Conflicts handled by:

Deleting unwanted constraints or dimensions.

Converting dimensions to Reference dimensions.

Sketcher Conflict

Conflicting Dimension Converted to Reference Dimension

Resolve Sketch Dialog Box

Module 7
Creating Sketches for Features
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Learn how to create sketch features.
Specify the sketch setup.
Use entity from edge within Sketcher.
Thicken edges within Sketcher.

Creating Sketches ('Sketch' Feature)

To create a Sketch Feature, specify the Sketch Setup, select additional sketch references, and sketch the
geometry.
You can modify the Sketch Setup.
You can use references to snap geometry or
dimensions.
You can create 3-D geometry by using the Sketch
feature.
Feature requirements.

Specifying Sketch Setup

Modifying Sketch Setup

Sketch Geometry Snapped to Added Reference

Specifying the Sketch Setup

The Sketch Setup determines the sketching plane and the model's orientation in the graphics window.
Sketch Setup consists of:

Sketch Plane
Sketch Orientation
Reference
Direction
Model orientation helps determine initial sketch setup.
Use Sketch Orientation
parallel to the screen.

to orient the sketch

Default Orientation

Sketch Plane FRONT with Orientation Reference

TOP Facing Left

Sketch Plane FRONT with Orientation Reference

TOP Facing Top

Using Entity from Edge within Sketcher

You can reuse existing geometry by selecting it with Use Entity from Edge within Sketcher.
Two types:

Use Edge
Offset Edge
Select edge types:

Single
Chain
Loop
Reused Entities from Edge

Reused Entities Offset from Edge

Selecting the Desired Entity from Edge Chain

Thickening Edges
The Thicken Edge option enables you to offset existing geometry with a width.
Edge Types:
Single
Chain
Loop
End Cap Types:
Open
Flat
Circular

Thicken Single Open

Thicken Chain Flat

Thicken Chain Circular

Module 8
Creating Datum Features: Planes
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Learn the theory behind creating datum features.
Create datum planes.

Creating Datum Features Theory

Datum features are commonly required as references when creating other features.
The following types of datum features
can be created:

Datum Planes
Datum Axes
Datum Points
Datum Coordinate Systems

Examples of Datum Features

Creating Datum Planes

Datum planes are 2-D reference geometry that you use to build feature geometry.
Definition:

No mass, infinite planar reference

Display size can be changed
2 sides
Uses:

Default datum planes

Construction geometry
Reference

Viewing Datum Plane Sides

Types:

Through
Normal
Parallel
Offset
Angle
Tangent
Blend section

Datum Plane Types

Module 9
Creating Extrudes, Revolves, and Ribs
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create solid extrude and revolve features.
Create profile rib features.
Learn common dashboard options including extrude depth, feature direction, thickening sketches, and revolve
angle.

Creating Solid Extrude Features

Create extruded features from 2-D sketches.

Extrude sections perpendicular to the sketching plane.

Add or remove material from the model.

Viewing 2-D Sketches

Extrude Feature Adding Material

Extrude Feature Removing Material

Common Dashboard Options: Extrude Depth

You can extrude a sketch to many different depth options.
Extrude depth options:

Blind
Symmetric
To Next
Through All
Through Until
To Selected
Side 1/Side 2

Set using dashboard or

right-clicking drag handle
Extrude Depth Options

Common Dashboard Options: Feature Direction

You can edit the depth direction and material direction of a feature.

Depth Direction

Side 1
Side 2
Material Direction

Same Feature, Flipped Depth Direction

Same Feature, Side 2 Depth Direction Added

Same Feature, Flipped Material Direction

Common Dashboard Options: Thicken Sketch

The Thicken Sketch option is available in many types of features including extrude, revolve, blend, and
sweep features.

Create solids or cuts.

Edit the material thickness.
Flip the side that thickens.
Thicken open or closed sections.

Creating a Thickened Cut

Flipping the Side that Thickens and Material Thickness

Creating Solid Revolve Features

Create revolved features from 2-D sketches.
Revolve a section about the axis of revolution in a
sketching plane.
Add or remove material from the model.
Select different axes of revolution.

First geometry centerline

Axis or edge
Viewing 2-D Sketches

Same Revolved Sketch using Different Axes of Revolution

Removing Material using a Revolve Feature

Common Dashboard Options: Revolve Angle

You can revolve a sketch to many different angle depths.
Revolve angle options:

Variable
Symmetric
To Selected
Side 1/Side 2

Variable Revolve Angle Depth

Side 1 Revolve Angle To Selected, Side 2

Revolve Angle Variable

Symmetric Revolve Angle Depth

Creating Profile Rib Features

A profile rib feature is similar to an extruded protrusion, except that it requires an open section sketch.
Profile rib features require an open sketch.
You can edit the side that thickens.
You can flip to which side of the sketch you want to
create the rib.
Rib geometry adapts to the adjacent, solid geometry.

Viewing Open Sketches

Editing the Side that Thickens

Flipping Which Side the Rib is Created

Module 10
Creating Sweeps and Blends
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create sweeps with open trajectories.
Create a parallel blend protrusion or cut.

Creating Sweeps with Open Trajectories

A sweep feature consists of a sketched section that sweeps, or traverses, along a trajectory.
Components of a sweep feature:

Trajectory
Selected or sketched
Start point

Sketched section
Closed or open
Crosshairs mark the trajectory
Create protrusions or cuts.

Thin option

Sweeping a Closed Sketch Along an Open Trajectory

Sweeping an Open Sketch Along an Open Trajectory

Creating a Parallel Blend Protrusion or Cut

A parallel blend feature blends sections along a dimensioned, linear distance.
Components of a blend feature:

Sections

At least two required

Toggle section
Equal number of entities per section
Line up start points

Direction
Depth
Create protrusions or cuts.

Blend Sections

Blend Depths

Module 11
Creating Holes, Shells, and Draft
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create linear, radial, and diameter holes, as well as understand the different depth options available.
Create draft features.
Create basic split drafts.
Analyze draft hinges and pull direction.
Create shell features.

Common Dashboard Options: Hole Depth

You can drill a hole to many different depth options.
Hole depth options:

Blind
Symmetric
To Next
Through Until
To Selected
Through All
Side 1/Side 2

Set using dashboard or

right-clicking drag handle
Hole Depth Options

Creating Linear Holes

A linear hole is created by selecting one placement reference and two offset references.
Placement references:

Datum plane or surface

Offset references:

Datum plane or surface

Edge
Datum axis

Selecting Placement Reference

Completed Hole

Selecting Offset References

Creating Radial and Diameter Holes

Radial and diameter holes are created by selecting one placement reference and two offset references.
On a cylindrical surface:

Create radial holes only.

One offset reference for offset.
One offset reference for angle.
On a planar surface:

Create either radial or diameter holes.

One datum axis.
One surface or datum plane for angle.

Radial and Diameter Holes

Angle value based on quadrant of pick point from axis.

Cylindrical Surface Radial Hole

Diameter Hole

Planar Surface Radial Hole

Creating Shell Features

The Shell feature hollows out the inside of a solid model, leaving a shell of a specified wall thickness.
To create a basic shell feature:

Select surfaces for removal.

Specify thickness.

Original Model

Shelled Model with Surfaces Removed

Hollowed Out Model

Creating Draft Features

Draft features are typically used as finishing features in molded and cast parts.
Draft features consist of:

Draft surfaces
Draft hinges
Pull direction
Draft angles

Draft One or Multiple Surfaces

Same Model, Same Draft Angle, Different Draft Hinges

Creating Basic Split Drafts

Split draft enables you to apply different draft angles to different portions of a surface.
Split options include:

No split
Split by split object
Select a plane

Split by draft hinge

Side options:

Independently
Dependently
First/Second side only
Draft tangent surfaces check box

Drafting Sides Dependently

Drafting First Side Only

Drafting Sides Independently

Analyzing Draft Hinges and Pull Direction

You can select different references for the draft hinge and pull direction.
The draft hinge and pull direction can be different.
You can reverse, or flip, the angle about the draft
hinge.
You can reverse, or flip, the pull direction.

References Tab

Pull Direction and Draft Hinge Same, Different

Pull Direction Reversed

Module 12
Creating Rounds and Chamfers
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create rounds by selecting edges and two surfaces.
Create full rounds.
Create chamfers by selecting edges and learn about the different chamfer dimensioning schemes.

Creating Rounds Theory

Rounds add or remove material by creating smooth transitions between existing geometry.
Rounds can add or remove material.
You can select edges or surfaces.

Round Preview Adding Material

Round Preview Removing Material

Completed Rounds

Creating Rounds by Selecting Edges

The rounds created by selecting edges are constructed tangent to the surfaces adjacent to the selected edges.
You can select one or more edge.
Rounds propagate around tangent
edges.

Rounds Created by Selecting Two Edges

Rounds Created by Selecting Two Edges

Creating Rounds by Selecting Two Surfaces

Rounds created by selecting two surfaces can span gaps or engulf existing geometry.
You can select two surfaces.
Rounds can span gaps.
Rounds can engulf existing
geometry.
You can manage round pieces.

Round that Spans a Gap

Round that Engulfs Existing Geometry

Creating Full Rounds

Full rounds replace a surface with a round that is tangent to the surface it replaces.
You can select two edges.
You can select three surfaces.

Full Round Created by Selecting Two Edges

Full Round Created by Selecting Three Surfaces

Creating Chamfers by Selecting Edges

Chamfers add or remove material by creating a beveled surface between adjacent surfaces and edges.
You can select one or more edge.
Chamfers can add or remove
material.
Chamfers propagate around
tangent edges.

Chamfers Created by Selecting Two Edges

Chamfers Created by Selecting Two Edges

Analyzing Basic Chamfer Dimensioning Schemes

There are several different ways to dimension a chamfer to capture desired design intent.
Dimensioning schemes
include:

DxD
D1 x D2
Angle x D
45 x D

Four Different Chamfer Dimensioning Schemes with the Same Geometry

Module 13
Copy and Mirror Tools
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Copy and paste features, as well as move and rotate those copied features.
Mirror selected features.

Copying and Pasting Features

The copy and paste functionality enables you to quickly duplicate a feature.
Copy

Select features or groups of features.

Paste

Pastes feature with same reference types,

dimension scheme, and options as original.
Select new references.
Independent of original feature.

Copying and Pasting a Hole

Sketch Placed on the Cursor

Copying and Pasting an Extrude

Moving and Rotating Copied Features

You can use the Paste Special option to apply move and rotate options to the resulting copied feature.
Copy:

Select features or groups of features.

Paste Special:

Make copies dependent or

independent.
Move/rotate.
Edit the dependence.

Moving a Copied Feature

Dim Indep
Sec Indep

Rotating a Copied Feature

Moving and Rotating a Copied Feature

Mirroring Selected Features

You can mirror selected features about a plane.
Mirror Features:

Mirror features or groups of

features.

Select mirror plane.

Mirror features dependent or
independent.
Mirroring Features About Datum Plane RIGHT

Mirroring Features About Datum Plane FRONT

Module 14
Creating Patterns
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Direction Pattern in the First Directions.
Axis Pattern in the First Directions.

Direction Patterning in the First Direction

The direction pattern enables you to pattern features in a given direction.

Direction and increments based on selected reference.

Select a first direction reference.
Specify number of members and increment.
Specify additional, optional dimensions to increment.

Direction Patterning an Extrude in One Direction

Editing the Direction Pattern and Pattern Leader

Axis Patterning in the First Direction

The axis pattern enables you to pattern features radially about a specified axis.

Direction based on selected axis.

Specify number of members and angular spacing.
Set angular extent.
Specify member orientation.
Specify additional, optional dimensions to increment.

Axis Patterning an Extrude in One Direction

Editing the Axis Pattern and Incrementing a Dimension

Creating Reference Patterns of Features

A Reference pattern patterns a feature 'on top of' any other patterned feature.
You can reference pattern:

Features.
Groups.
Patterns along an existing pattern.
Reference pattern types:

Feature
Group
Both
Reference Patterning a Group

Editing Reference Pattern Reference Types

Module 15
Measuring and Inspecting Models
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
View and edit model properties.
Investigate model units.
Analyze mass properties.
Measure models and global interferences.
Create planar cross-sections.

Viewing and Editing Model Properties

There is a consolidated dialog box for all model properties.

Model Properties Dialog Box

Investigating Model Units

You can specify a model's units.
Analyses are reported in current model units.
Units come from templates.
You can change them if desired.

Convert dimensions
Interpret dimensions

Units Manager

Converting Model Dimensions

Interpreting Model Dimensions

Analyzing Mass Properties

You can calculate a model's mass properties.
Mass properties include:

Volume
Surface area
Density
Mass
COG

Analyses require model density.

Density units are the same as model units.
For assemblies, a density for each component is
required.
Viewing Mass Properties

Performing a Mass Properties Analysis

Measuring Models
Several types of measurements can be made on models.
Measurements include:

Diameter
Area
Length
Angles
Distances

Measurements can be saved for quick reuse.

Measurement units are the same as current model
units.
Measuring an Angle

Viewing Different Measurements on a Model

Creating Planar Part Cross-Sections

You can create planar cross-sections in a 3-D model.
Use Xsec tab in view manager
Display options

Visibility
Set Active
Flip
Redefine cross-sections

Hatching
Rename
Description

The Active Cross-Section

Cross-Section with Visibility On

Active Cross-Section with Visibility On

Measuring Global Interference

You can calculate interferences between components in an assembly.
Setup:

Parts only
Sub-assembly only
Computation type:

Exact
Quick
Interference pairs:

Highlighted in the model

Volume can be calculated

Viewing Exact Global Interference Computation

Viewing Quick Global Interference Computation

Module 16
Assembling with Constraints
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand assembly and constraint theory and create new assembly models.
Assemble components using the Default constraint.
Constrain components using Insert, Mate, and Align along with various offsets.

Understanding Assembly Theory

An assembly is a collection of parts and other sub-assemblies that you bring together using constraints.
Create assembly models from standardized templates.
Capture assembly design intent using constraints.
Create assembly constraints.

An Assembly Model that is Comprised of Parts

Creating New Assembly Models

Your company can create customized templates that can be used to create new assembly models.
Create new assemblies using the New dialog
box.
Use customized assembly templates.
Assembly templates include:

Datums
Layers
Units
Parameters
View Orientations

New Assembly Created using Template

Examples of Parameters

Layers Created from Assembly Template

Understanding Constraint Theory

Constraints determine how a part is located in an assembly.
Most constraints are applied between parts within an
assembly.

Select component reference.

Select assembly reference.
Constraints are added one at a time.
The active constraint is highlighted in a light orange
box.
Double-click a constraint's tag to modify it.

Viewing the Active Constraint

Selecting Placement References

Modifying a Constraint

Assembling Components using the Default Constraint

It is standard practice to assemble the first component of an assembly using the Default constraint.
Benefits of using the Default constraint:

No references are specified.

No parent/child relationships are created.

Assembling Component using Default Constraint

Completed Component Placement

Constraining Components using Insert

Use the Insert constraint to position two revolved surfaces coaxial.
References you can select include:

Cylindrical surfaces
Conical surfaces

The Insert Constraint

Constraining Components using Mate Coincident

Use the Mate Coincident constraint to position two surfaces or datum planes coplanar and facing each other
with an equivalent offset value of zero.
References you can Mate Coincident include:

Planar surfaces
Datum planes
Conical surfaces

The Mate Coincident Constraint Selecting Two Surfaces

The Mate Coincident Constraint Selecting

Two Conical Surfaces

Constraining Components using Align Coincident

Use the Align Coincident constraint to position two surfaces or datum planes coplanar and facing in the same
direction with an equivalent offset value of zero.
References you can Align Coincident include:

Planar surfaces
Datum axes
Datum planes
Edges
Points/Vertices

The Align Coincident Constraint Selecting Two Surfaces

The Align Coincident Constraint Selecting Two Datum Axes

The Align Coincident Constraint Selecting
Two Datum Planes

Constraining Components using Align and Mate Offset

Use Align and Mate Offset constraints to specify an offset value between selected surfaces or datum planes.
References you can Align or Mate Offset include:

Planar surfaces
Datum planes

The Align Offset Constraint

The Mate Offset Constraint

Constraining Components using Align and Mate Angle

Use Align and Mate Angle constraints to specify a rotation angle between planes.
References you can Align or Mate Angle include:

Planar surfaces
Datum planes

The Align Angle Constraint

The Mate Angle Constraint

Module 17
Exploding Assemblies
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create and manage explode states.

Creating and Managing Explode States

Explode states enable you to easily save assembly/disassembly views.
Explode states can be used in drawings.
Position components into desired location.

Select motion type

Select movement reference
Move one component, many, or with children
Toggle between exploded and unexploded states.

Unexploded Assembly

Exploded Assembly

Module 18
Using Layers
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand layers.
Create and manage layers.
Utilize layers in part models.

Understanding Layers
A layer is a container object that enables you to organize features, components, and even other layers.
Managed in layer tree
Uses include:

Collectively perform operations

Hide/Unhide
Select

Model management
Layer types include:

Default
Automatic
User-created
Viewing the Layer Tree

Hiding Items using Layers

Creating and Managing Layers

You can create layers manually by naming the layer and picking geometry items or components to add from
the model tree or the graphics window.
Layer Properties:

Name
Contents
Rules
Different icons for layers with/without rules
Set the Active Layer
Status

Save
Reset
Warning

Layer Properties Dialog Box

Layer with No Rule

Layer Created with Rule

Utilizing Layers in Part Models

When you hide a layer, only the non-solid geometry from the feature items added to the layer is hidden
in the graphics window.
Add most any feature to a layer
Only non-solid geometry is hidden

Datum features
Surfaces

Hiding a Layer with Default Datums

Hiding a Layer with Holes

Module 19
Managing Design Intent
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Reorder and insert features.
Redefine features and Sketches.

Reordering Features
You can reorder features in the model tree by dragging them to a new location.
1.

Original model
Through All hole

2.

Protrusion added
Hole no longer meets design intent

3.

Hole reordered
Hole again meets design intent
2) Protrusion Added

1) Original Model
3) Hole Reordered

Inserting Features
You can insert new features or components in the model tree where desired.
1.

Original model
One protrusion
Shell has square edge

2.

Insert mode activated

Protrusion mirrored, rounds created
before shell

3.

1) Original Model

Insert mode cancelled

Hole on left goes through mirrored
protrusion
Shell hollows out mirrored protrusion
and rounds
2) Insert Mode Activated

3) Insert Mode Cancelled

Redefining Features and Sketches

Edit Definition provides you with complete control of a feature.
Edit Definition

Datum Features
Feature Tools
Sketch Features
Pre-Wildfire Features

Complete control of a feature

Feature Type
Size
Shape
Location
Options
References

Various Edit Definition Options

Feature Dashboard

Module 20
Resolving Failures and Seeking Help
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand and identify failures.
Understand resolve mode tools.
Learn how to recover models.
Learn to use Pro/ENGINEER's help system.

Understanding and Identifying Failures

When a model fails regeneration the system indicates the failing features or components.
Failures occur due to:

Invalid/Impossible geometry
Missing/Broken references
Missing models
Failure Indications:

Regeneration Manager:
Regeneration Caption
Red Highlighting

Regeneration Caption

Model Tree
Model geometry

Regeneration Manager
Feature Highlighting

Analyzing Geometry Failures

Geometry failures are caused either by geometry that has been made invalid, or geometry that is impossible to
create.
Invalid geometry examples:

Round radii too small or too large

Blend start points mismatch
Sweep Radii Rule
Extrude Through Until
Round Radius Too Large

Sweep Radius Section Radius Comparison

Blend Start Points Mismatch

Analyzing Open Section Failures

Open section failures occur when the open section extends beyond the solid geometry that bounds it.
Open section features must be bounded by other
solids.
Could not intersect part with feature failure.

Open Section Sketch Failure

Open Section Versus Closed Section

Open Section Sketch Feature

Understanding Resolve Mode Tools

You can activate Resolve Mode if desired to deal with failures.
Activate Resolve Mode using:
Regeneration Manager preferences

Feature Handling
No Resolve Mode (default)
Resolve Mode
Config.pro option

regen_failure_handling
no_resolve_mode (default)
resolve_mode

Resolve Menu

Failure Diagnostics Window

Recovering Models
You can recover models in the event of a system crash.
Dialog appears automatically upon restart:
Retrieve

Opens previous model

Continue

Starts fresh Pro/ENGINEER session

Retrieval Dialog Box

Using Pro/ENGINEER Help

There are numerous types of help that you can obtain, either from Pro/ENGINEER or from links on PTC's
Online Resources.
You can get help from any of the following
locations in Pro/ENGINEER:

Help Center
What's This?
icon
Online Resources
System Information

Online Resource Center

Using the Index Tab

Using the Search Tab

Module 21
Introduction to the Pro/ENGINEER Wildfire
Sheetmetal Design Process
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create a primary flat wall as the base feature for a Pro/ENGINEER sheetmetal design.
Create some simple secondary walls.
Add a predefined notch and a predefined form to a sheetmetal model.
Create a flat state for a Pro/ENGINEER sheetmetal model design.
Create a drawing of the formed and flat state of a sheetmetal design.

Pro/ENGINEER Wildfire Sheetmetal Design Process

The typical sheetmetal design process can be summarized by five high-level steps.

Primary Walls
Secondary Walls
Other Sheetmetal Features
Flat States
Detail Drawings
Primary Walls

Secondary Walls

Other Sheetmetal Features

Flat States

Detail Drawings

Module 22
Sheetmetal Model Fundamentals
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand the thickness of a Pro/ENGINEER sheetmetal model, and how it is calculated from a driving surface.
Describe how the wireframe display of a Pro/ENGINEER sheetmetal model's driving and driven surfaces are
displayed.
Define, understand, and change developed lengths in Pro/ENGINEER sheetmetal model designs.
Create new sheetmetal models in part mode.
Converting a solid model into a sheetmetal model.

Sheetmetal Model Fundamentals

It is important to understand some fundamental characteristics of the Sheetmetal mode in Pro/ENGINEER
Wildfire.
Constant thickness
Driving (green) and
offset (white) sides
Formed or flat
Developed length

Formed State

Wireframe Display of
Driving (Green) and
Offset (White) Sides

Flat State

Understanding Developed Length

Pro/ENGINEER Wildfire can automatically calculate the developed length of most sheetmetal bends.
Developed Length (Bend Allowance) can be determined
by:
System Equation (Y/K Factor)
Provided Bend Tables (soft, medium and hard
materials)
User-defined Bend Tables
Entered Value
Applied to whole part or to individual features as necessary.

Before Bend

N is the Neutral Axis

L = (/2 x R + y x T) /90

L= Developed Length
R = Inside Radius
T = Material Thickness
= Bend Angle (measured as angle of deflection)
y = (/2) * K
K = /T

After Bend

Creating a New Sheetmetal Part in Assembly Mode

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

Creating a New Component in an Assembly

Creating a New Sheetmetal Model in Part Mode

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

Creating a New Sheetmetal Model in Part Mode

Converting a Solid Model to a Sheetmetal Model

There are three methods for creating a new sheetmetal model. One method is to convert a solid model
to a sheetmetal model.

Converting a Solid Model to a Sheetmetal Model

Module 23
Creating Primary Sheetmetal Wall Features
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand the difference between primary and secondary walls
Understand the difference between attached and unattached walls.
Create flat primary walls.
Create extruded primary walls.
Create revolved primary walls.

Understanding Sheetmetal Wall Features

A wall is any section of sheetmetal.

Primary Wall No References

Secondary Wall Attached Along Red Edge

Two Unattached Primary Walls

Secondary Wall Merged at Both Ends

Creating Flat Walls

A flat wall is a planar, unbent section of sheetmetal.

Completed Flat Wall

Flat Wall Icon Location

Extruded Sheetmetal Wall Features

You can use the Extrude tool to create a primary wall feature.

Competed Extruded Primary Wall

Revolved Sheetmetal Wall Features

You can use the Revolve tool to create a primary wall feature.

Completed Revolved Wall

Revolved Wall Icon Location

Sheetmetal Wall Sketching Tools

The Thicken option is available in Sketcher mode for sheetmetal features.

Before Thicken

After Thicken

Module 24
Creating Sheetmetal Secondary Wall Features
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand the general characteristics and types of secondary walls.
Create secondary flat walls.
Create secondary flange walls.
Create secondary extruded walls.
Understand and apply the different types of relief to walls when necessary.
Understand and use the different dashboard options that are available for flat and flange walls.

Understanding Secondary Walls

Secondary walls are dependent on at least one primary wall.

Flat

Flange

Extruded

Extend

Twist

Merge

Creating Secondary Flat Walls

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

Rectangle

Trapezoid

Using Flange Walls

A flange wall is a folded sheetmetal wall that is attached to straight or swept edges.

Arc

Open

Flushed

Duck

Using Extruded Walls

You can use the Extrude tool to create extruded walls to handle special modeling requirements.
Extruded Walls
For non-circular bends
Constant thickness

Thickness set by primary wall

No automatic bends
No automatic thickness side
No automatic attachment

Merge Wall tool necessary for attachment

Elliptical Bend Example

Wrong side Thickness

Invalid Attachment

Wall Dashboard Options

Wall dashboard options enable you to fully capture your design intent in Pro/ENGINEER sheetmetal walls.

Placement
Shape/Profile
Offset
Relief
Bend Allowance
Properties
Thickness Side
Bend/No Bend
Bend Radius
I/O Bend Dimension

Offset: None

Offset: Add to
Part Edge

Offset: Automatic

Offset: By Value

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

Rip Bend Relief

No Bend Relief

Rectangular Bend Relief

No Corner Relief

V Notch Corner Relief

Rectangular Corner Relief

Stretch Bend Relief

Obround Bend Relief

Circular Corner Relief

Obround Corner Relief

Module 25
Modifying Sheetmetal Models
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create angle and roll type bends.
Apply the Regular, Transition and Planar options for bends.
Unbend models with the Unbend tool.
Reform models with the Bend Back tool.
Use the Flat Pattern tool.
Remove material from a model using cuts.
Use punches and dies to form your models.
Flatten form geometry.
Create rips to help flatten unbendable geometry.

Bends
A bend feature adds a bend to a flat section of the part.
Types of Bend Features:
Angle Bend
Roll Bend

Bending Over Forms

Angle Bend Sketch

Angle Bend

Roll Bend Sketch

Roll Bend

Bend Options
There are three options associated with any roll or angle bend.
Bend Options:
Regular
Transition
Planar

Transition Sketch

Bend with Transition

Planar Sketch

Planar Bend

Unbend Features
You can unbend both a wall and a bend as long as the material is developable and able to unbend.
You can unbend developable and undevelopable surfaces.
Regular
Xsection Driven
Transition

Regular Unbend

Xsec Driven Unbend Influenced by Edge

Xsec Driven Unbend Influenced by Sketch

Bend Back Features

Bend back features return unbent geometry to the bent condition.
Two options:
Bend Back All
Bend Back Select
Formed Model

Cut Created in Unbent State

Model with Bend Back Applied to Selected Surfaces

Flat Pattern
A flat pattern is equivalent to the unbend all feature.
Select a fixed surface:
System unbends all geometry.
Flat pattern feature added to end of model tree.
Automatically moves to end of model tree if additional
features are added.

Fixed Surface

Flat Pattern

Last Feature in Model Tree

Sheetmetal Cuts
Sheetmetal cuts are created normal to the part surface while solid cuts are created normal to the sketch plane.
Types of Cuts
Sheetmetal Cut

Solid
Thin
Solid Cut

Cut Normal to Surface

Cut Normal to Sketch

Thin Sheetmetal Cut

Die Form Features

Your sheetmetal models can be formed using dies.
Die form features:
Represents the forming geometry surrounded by a
bounding plane.
Uses assembly-type constraints to determine the
location.
Uses reference parts to create Die Forms.
Die Reference Model

Wall Formed with Die

Punch Form Features

Your sheetmetal models can be formed using punches.
Assemble with Dashboard
On Surface Csys
Interfaces
Constraints
Options

Punch Reference Model

Auto-Round Edges
Exclude Surfaces
Merge or Inheritance
Wall Formed with Punch

Rip
You can add rips to your models to help flatten otherwise unbendable geometry.
Three rip types
Regular
Surface
Edge

Model Cannot Be Unbent

Rips Added

Part Unbent

Module 26
Sheetmetal Bends and Setting Up the Sheetmetal
Environment
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create features in the proper order to achieve appropriate dimensioning results.
Define default fixed geometry.
Define flat states.

Order of Bend Features

It is important to consider the order in which features are created when designing sheetmetal parts.
The two key considerations when creating sheetmetal
features are:
References for feature creation.
Order of feature creation.

TOP Used as Sketching Plane

Cut Created Before Bend

Edit Original Cut

Cut Created After Bend

Edit Cut Again

Fixed Geometry
You can specify a default reference for the fixed surface for unbend and bend back features.
You do not have to select the fixed side after setting default
fixed geometry.
Applies to:
Unbend features
Bend Back features
Surface Selected as Fixed Geometry

Unbend Uses Fixed Surface

Bend Back Uses Fixed Surface

Flat States
A flat state is a completely unbent copy of your part.
Flat states are controlled by family tables.
Start with Flat or Formed model.
System creates family table.
Open other states using the Show option.

Formed Model

Family Table

Flat State

Module 27
Surface Modeling Overview
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Describe the capabilities and uses for a surface modeling environment.
Describe the parametric and freeform surface modeling paradigms.
Describe how the parametric and freeform surface modeling paradigms can be integrated.
Discuss surface modeling terminology.

Introduction to Surfacing
The figures in this slide illustrate examples of models that have been developed using Pro/ENGINEER
surface modeling tools.
Surface modeling enables you to design the models
that have:

Geometric shapes with high curvatures, or curvature

in two directions.
Fluid, sculpted, or organic shapes.
Shapes that cannot be designed using solid
features.
Smooth shapes with tangent or curvature continuity.

Camera

Surface Modeling Scenarios

Faucet

Helmet

Hedge Trimmer

Surface Modeling Uses

You can use surface modeling for a variety of situations.
You use surface modeling to:

Design enclosures.
Visualize and develop conceptual designs.
Design thin-walled components with complex

shapes.
Fix problems in imported surface data.
Design tooling.
Redefine and manipulate solid models.
Define complex fillets.

Casting Manifold

CD Player

Molding

Surface Modeling Paradigms

In comparison to solid modeling, the surface modeling paradigm uses very different approaches, techniques,
and workflow.
Parametric Surface Modeling:

Driven by dimensions, parameters, and

mathematical equations.

Surface Modeling course.

Freeform Surface Modeling:

Driven by intuition, feel, and aesthetic requirements.

Freeform Surface Modeling Course.
Choosing appropriate method:

Design Input
Design Intent
Designers background

Sheet Panel

Door Interior

Freeform Overview
The Style tool is a powerful and comprehensive surface modeling tool.
Style Tool

Freeform Curves
Surfaces

Creating a Freeform Curve

Creating the Surface

Creating a Second Freeform Curve

Blending Surface Modeling Paradigms

Many product shapes can be constructed using a combination of parametric and freeform surface features.
Blending the two paradigms
Many product shapes can utilize a combination of:

Parametric surface models with freeform curves

and surfaces.

Freeform surface models with parametric framework

and relations.

Designing a Ring
Designing a Freeform Surface

Parametric Framework

Surfacing Terms
Surface modeling terms are important to understand because they are used throughout this course.
Surfaces

Quilt
Surface Patch
Solid Surface
Datum Planes
Surface Quilt

Edges

Surface edge
One-sided
Two-sided

Solid edge
Solid Surface and Edge

Viewing a Surface

Surface Edge

Module 28
Advanced Selection
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand advanced chain selection.
Understand advanced surface selection.

Advanced Chain Selection

You can select multiple edges in Pro/ENGINEER using different types of chains to increase efficiency and
feature robustness.
Chain types:

Intent chain
One-by-one
Tangent chain
Surface loop
Surface loop from to
Boundary
From-to Boundary loop
Multiple chains

Intent Chain

Selection methods:

Direct with mouse

Chain dialog box
Surface Loop

Advanced Surface Selection

You can select multiple surfaces in Pro/ENGINEER using different types of sets.
Surface set types:

Individual Surfaces
Solid Surfaces
Intent Surfaces
Seed and Boundary
Loop Surfaces
Exclude Surfaces

Selection methods:

Selecting Multiple Individual Surfaces

Direct with mouse

Chain dialog box

Selecting a Surface Loop

Module 29
Basic Surfacing Tools
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create Extrude, Revolve, and Fill surfaces.
Create sweep surfaces with open trajectories.
Create parallel blend surfaces.
Create general blend surfaces.

Creating Surface Extrude Features

Create extruded surface features from 2-D sketches.
Extrude surfaces perpendicular to the sketching
plane.
Extrude open section sketches.
Extrude closed section sketches.

Capped ends

Extruded Open Section Sketch

Extruded Surface, Open Ends, Closed Section Sketch

Extruded Surface, Capped Ends, Closed Section Sketch

Creating Surface Revolve Features

Create revolved surface features from 2-D sketches.
Revolve a section about an axis of revolution in a
sketching plane.
Select different axes of revolution:

First sketched Geometry Axis

Existing Axis
Existing Straight Curve or Edge
Revolve open section sketches.
Revolve closed section sketches.

Capped ends

Same Revolved Sketch using Different Axes of Revolution

Viewing a 2-D Sketch

Revolving a Closed Section Sketch, Open

versus Capped Ends

Creating Fill Surfaces

You can fill a sketch to create a planar surface.
Sketch rules:
Must use a sketched curve.

Can be internal or external.

Must be closed.

Can have multiple loops.

Can be any shape.
Can reference other geometry.
Filling a Sketch

Fill Surface Containing Multiple Loops

Creating Sweep Surfaces with Open Trajectories

A sweep surface feature consists of a sketched section that sweeps, or traverses, along a trajectory.
Components of a sweep feature:
Trajectory

Selected or sketched
Start point
Sketched section

Closed or open
Crosshairs mark the trajectory
Attributes:
Open Ends
Capped Ends

Sweeping a Closed Sketch Along an Open Trajectory

Sweeping an Open Sketch Along an Open Trajectory

Creating Parallel Blend Surfaces

A parallel blend surface feature blends sections along a dimensioned, linear distance.
Components of a blend feature:
Sections:

At least two required.

Toggle section.
Equal number of entities per section.
Line up start points.

Direction.
Depth.

Blend Sections

Blend Depths

Creating General Blend Surfaces

A general blend rotates sections about the X, Y, and Z-axes of a Sketcher coordinate system and translates
sections along the Z-axis.
Section requirements:

Translation distance along Z-axis.

Rotation angles about X, Y, and
Z-axes.
120 maximum

Sketched coordinate system.

System lines up coordinate systems:

Typically sketched at center of

section.

Viewing the General Blend Sections

Sketched Section

Module 30
Helical Sweeps
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Understand the theory behind helical sweeps.
Utilize helical sweeps for surfaces.

Understanding Helical Sweeps Theory

Helical sweeps can be used to create springs, threads, or other helical geometry.
Can be protrusions, cuts, or surfaces.
Helical sweep components:

Sketch profile
Sketch section
Pitch value
Helical sweep options:

Pitch type
Cross-section angle
Helix direction
Helical Geometry

Threads Cut Into a Part Model

Spring

Utilizing Helical Sweeps for Surfaces

Helical sweep surfaces are typically used to create datum curves and other construction geometry.
Uses include:
Construction geometry

Typically used to create other geometry

Trim/Merge with other surfaces
Datum curve construction

Create helical or spiral curves

Helical Surface

Helical Curve

Spiral Curve

Module 31
Creating and Editing Solids using Quilts
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Thicken quilts.
Solidify quilts to add and remove material, as well as patch material.
Offset surfaces using the Replace option.

Thickening Surface Quilts

With the Thicken tool, you can offset a selected quilt to create or remove material.
Basic controls:

Add material
Remove material
Thickness value
Flip direction

Thickening options:

Thicken type
Normal to surface
Automatic fit
Controlled fit

Thickening a Surface

Excluded Surfaces

Adding or Removing Material

Thickening a Bottle

Solidifying Quilts to Add Material

You can use the Solidify tool to add solid material to a model, based on a surface quilt.
To be solidified for adding material, a quilt must define
a closed volume.

An enclosed quilt.
An open quilt surrounded by existing solid material.

Original Surface Quilt

Solidified Surface Quilt

Adding Material by Solidifying a Quilt

Solidifying Quilts to Remove Material

You can use the Solidify tool to remove solid material from a model, based on a surface quilt.
To be solidified for removing material, a quilt must
define a volume to remove from the model:

An enclosed quilt.
An open quilt bounded by existing solid material.
An open quilt overlapping the model:
Must pass completely through.

A datum plane.
Removing Material using a Quilt

Removing Material using a Datum Plane

Removing Material using an Enclosed Quilt

Solidifying Quilts to Replace Material

You can use the Solidify tool to add and remove solid material simultaneously, based on a surface quilt.
Commonly referred to as Patch.
Choose to keep material on either side.
Add and remove material simultaneously from multiple
surfaces.
Quilt boundaries must lie on the surfaces.

Viewing the Quilt

Replaced Material

Offsetting Surfaces using the Replace Option

Using the Replace option in the Offset tool, you can replace a single solid surface with a quilt.
Uses:

Add material.
Remove material.
Simultaneously add and remove material.
By default, the quilt is consumed by the replace
feature.

Keep replace quilt.

Offset using Replace that Adds Material

Offset using Replace that Removes Material

Offset using Replace that Adds and Removes Material

Module 32
Introduction to Drawings
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Describe the Pro/ENGINEER drawing development process.
Describe the elements of completed drawings.
Create drawings by manually adding drawing views and detail items.
Create drawings using drawing templates.
Describe the drawing ribbon user interface.
Use the drawing ribbon user interface to complete detailing tasks.

Understanding Drawing Concepts

You use drawings for documenting the design of parts and assembly models. They typically contain two and
three-dimensional design model views, as well as dimensions, notes, and bill of material (BOM) information.
You can place many different items in drawings,
including:

Drawing Concepts:
Document model designs.
Place model views.
Add detail items.

For example: Dimensions/Notes/Tables.

Associativity between drawing views and models.

Changes automatically reflected.

Drawing Formats
Drawing Views
Dimensions
Tolerance Information
Notes and Tables
Draft Entities and Symbols

Example Drawing

Drawing Development Process

The drawing development process can be divided into three broad phases.
Drawing Standards Configuration
Drawing Initiation
Drawing Creation

Drawing Development Process

Understanding the Drawing Ribbon User Interface

The Drawing mode was reorganized with a ribbon-style user interface.
The ribbon organizes and configures user-interface.

Tabs based on the current task.

Sets up selection scope.
Appropriate right-click options.
Ribbon structure

Tabs contain groups of commands.

Can be customized.

Drawing Ribbon

Exploring Drawing Ribbon Commands

Ribbon tabs contain groups of commands.
Ribbon Tab Summary

Layout: Drawing Models, Sheets, Views

Table: Create and Modify Tables, Repeat Regions, BOM Balloons
Annotate: Show, Erase, Cleanup, and Delete Detail Items
Sketch: 2-D Sketching Tools
Review: ModelCHECK, Updating, Comparison, Information Tools
Publish: Preview, Print, or Plot Drawings

Layout Tab and Groups in Drawing Ribbon

Module 33
Creating New Drawings
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create drawings by specifying a format or sheet size and selecting a drawing model.

Creating Drawings Using Formats and Sheets

Creating drawings involves selecting a drawing format or sheet size and selecting a default drawing model.
Creating drawings:
Specify drawing format

Retrieve format
Specify sheet size

Standard size
Portrait or landscape

Variable size
Metric or imperial units

Specifying the Sheet Size

Select default model

Part or assembly

Example Drawing Format

Module 34
Creating Drawing Views
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Add models to drawings.
Create model views in drawings.
Modify model views in drawings.

Adding General Views

General views are the first view you can place in a drawing. You can then derive other views from general views.
Specify view location.
Specify view name.
Determine view orientation:
Named Model Views
Geometry References
Specify Rotation Angle

View Orientation

Named Model View

Isometric View

Adding Projection Views

A projection view is an orthographic projection of another views geometry along a horizontal or vertical
direction.

Views Projected from Front View

Editing Drawing Views

You can perform many operations on a view, either during or after creation.
Preform view operations:
Edit View Properties

View Display
Display Style/Tangent Edges

View Scale
View Origin
Aligning Views
Move Views

Switch views to another sheet

Delete Views

View Display Options

Scaled Views

Tangent Edge Display

Editing Visible View Area

You can edit a view so that only portions of the view are visible.

Full View and Half View

Partial View

Broken View

Full View and Z-Clipped View

Adding Detailed Views

A detailed view is a small portion of a drawing view shown enlarged in another view.

Example Detailed Views

Adding 2-D Cross-Section Views

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

Cross-Section Views Use 3-D Model Sections

Assembly Cross-Section View

Planar Cross-Section View

Offset Cross-Section View

Modifying Cross Hatching Display

You can modify how cross hatching appears in cross-section views.
Modify cross hatching styles, including:
Spacing
Angle
Retrieve standard cross hatching patterns, for example:
Steel
Aluminium
Use smart cross hatching.

Editing Cross Hatching Patterns

Smart Cross Hatching

Use Cross Hatching Patterns

Adding Assembly Exploded Views

You can use drawing view states to create exploded assembly views.
Drawing view state options enable you to configure
different views:
Explode View
Simplified Representation
Combined State

Explode Offset Lines

Exploded View

Module 35
Adding Model Details to Drawings
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Add model dimensions and details to drawing views.
Manipulate dimensions and detail items in drawings.
Modify dimension display.

Understanding Annotations in Drawings

Model annotations such as 3D model dimensions and model axes, can be shown on drawing views.
Model Annotations in Drawings Theory:
Model Annotations

Dimensions, model axes, geometric tolerances, set datum planes.

Show in drawing views

Associative with the model.

Erase or delete annotations in a drawing.

Erase temporarily remove from display.

Delete remove from display. Not deleted from model.
Show model dimensions only once.

Move to different views

Create additional (driven) dimensions in the drawing.

Showing Model Annotations

Showing, Erasing, and Deleting Annotations

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

Show various types, based on tab

Context sensitive, based on selection
Erase/Unerase
Delete

Showing Axes and Dimensions

Show Model Annotations Dialog Box

Adjusting Dimensions and Detail Items

After dimensions and detail items have been placed on drawings, you can clean them up using various tools.
Adjusting Detail Items Options:

Cleanup Dimensions
Snap Lines
Manually Move Items
Align Dimensions
Change Dimension Scheme

Aligned Dimensions

Cleaned Up Dimensions with Snap Lines

Changing Dimension Display

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

Dimension Properties dialog box

Flip Arrows

Witness Line Breaks and Jogs

Module 36
Adding Notes to Drawings
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Add model notes to drawings.
Edit notes in drawings.

Adding and Editing Notes

You can add notes containing textual information to drawings. You typically use them to convey dimensional,
assembly, and process information.
Adding Notes:
Show model notes.
Create new notes:

Type text
From file
Editing Notes:

Changing attributes
Moving notes
Changing note properties
Adjusting the text box
Grouping notes

Shown 3-D Model Note

Editing Note Properties

Created Drawing Note

Module 37
Adding Tolerance Information
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create dimensional tolerances.
Create geometric tolerances.
Place tolerances on a drawing.
Modify tolerances on a drawing.

Understanding Dimensional Tolerances

Dimensional tolerances enable you to specify allowable variations in model dimensions.
Dimensional Tolerances
General
Individual
Tolerance Standards
ANSI
ISO
Tolerance Display Formats

Nominal
Limits
Plus-Minus
Symmetric

ISO Tolerance Example

ISO Tolerance Tables

General
Broken edge
Holes and shafts
Tolerance class
Tolerance Formats

Understanding Geometric Tolerances

Geometric tolerances are the maximum allowable deviation from the exact sizes and shapes specified in
a model design.
Geometric tolerances enable you to:
Specify critical surfaces.
Document related critical surfaces.
Provide inspection and deviation information.

Geometric Tolerance Example

Geometric Tolerance Types:
Form

Straightness
Flatness
Circularity
Cylindricity

Profile

Line
Surface

Orientation

Angularity
Parallelism
Perpendicularity
Location

Position
Concentricity
Symmetry
Runout

Circular
Total

Setting Up Geometric Tolerance References

Before you can apply geometric tolerances you must set up certain references including reference datums
and basic dimensions.
Set Up Geometric Tolerance References:

Basic Dimensions
Reference Datums
Inspection Dimensions
Datum Targets

Reference Datum

Basic Dimension

Inspection Dimension

Applying Geometric Tolerances

Geometric tolerances are displayed in a standard layout known as a feature control frame. It is important to
understand the elements within a feature control frame.
Feature Control Frame Elements:

Creating geometric tolerances involves specifying:

Geometry Control Tool

Tolerance Symbol
Tolerance Zone

Tolerance Value
Material Condition
Symbols

The type of tolerance.

Model and reference entities.
Datum references and material conditions.
Tolerance value and material condition.
Symbols and modifiers.
Additional text.

Datum Reference Frame

Datum References

Feature Control Frame

Module 38
Adding Draft Geometry and Symbols
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Use different tools to add symbols to drawings.

Using Surface Finish Symbols

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

Standard set of generic symbols

Location <load-point>/symbols/surffins
Consist of building blocks or groups
Types

Generic/Machined/Unmachined

Attachment options for placing

symbols:

Leader
Entity
Normal
No Leader
Offset

Standard/No_value
Associated with a single surface

No multiple placements
User-defined surface finish symbols

pro_surface_finish_dir

Symbol Finish Examples and Attachment Options

Using the Symbol Palette and Custom Symbols

The symbol palette is a drawing file that you can use to store frequently used symbols. You can create
custom symbols when placing generic symbols.
Symbol Palette

Custom Symbols

Simple symbols:

Instances configured from generic symbols:

Vary graphics and text.

No variations
Symbols in two sections:

Free placement types

On-entity placement types
Placement Options:
Free Placement
On-entity Placement

Free Placement Symbols

Placement Method:

Select symbol.
Specify height, angle, color.
Alternative origin if required.
Specify group options.
Specify variable text.
Locate symbol on drawing.

Placing Custom Symbols

Module 39
Using Layers in Drawings
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Assign items to layers using different methods.
Control layer display.
Change the layer display for individual drawing views.

Understanding Layers in Drawings

It is important to understand the differences between layers in drawings and models.
Drawing Layers Theory:
Organize and control detail items.
Drawing Layers:

From 3-D models.

From drawing templates.
Manually create.
Default layers.

Layer Display in Drawings and Models:

Independent or dependent.
Controlled by drawing setup file options.

Layer Status Control

Layer Tree in Drawings

Layer Properties Dialog Box

Using Layers in Drawings

You can use layers in drawings to control the display of detail items such as dimensions.
Configuring Items in Layers
Add Items

Select manually
Rules
Set active
Default layers

Edit Layers
Layer Display

Hide/Unhide/Isolate

Changing View Status for a Drawing View

Save Layer Status

Layer Display Individual Views
Control status for selected views.
Alternatively views drawing dependent.

Active Drawing View

Module 40
Creating and Using Tables in Drawings
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Create and edit tables.

Creating and Configuring Tables

You can use tables to place text information in drawings in a tabular manner.
Creating Drawing Tables:

Table direction
Location
Row and column size
Adding information

Text/Parameters
Storing and retrieving tables
Text style

Font
Justification
Angle
Height

Creating Tables

Editing Drawing Tables:

Table properties
Editing columns and rows
Wrapping text
Combining cells
Table origin
Editing cell borders

Editing Tables

Module 41
Using Report Information in Drawings
PTC Authorized Training Center - Basic Design in
creo elements / pro 5.0

Objectives
After completing this module, you will be able to:
Configure repeat regions in tables.
Add report symbols in to table cells.
Create bill of materials tables.

Creating Report Tables

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

Creating Report Tables:

Customized reports
Associative information

Repeat Regions:
Expandable cells in tables.
Contain report symbols.
Report Symbols:
Add manually or select from list.
Common report parameters:

Create table.
Create repeat region.
Add report symbols.
Update table.
Set attributes:

Duplicates/No Duplicates/ No
Dup-Level

Recursive/Flat

asm.mbr.name component name

asm.mbr.type component type
asm.mbr.user defined value of user-defined parameter
rpt.index index number
rpt.qty item quantity

Bill of Materials Report Table

Using BOM Balloons

Bill of Materials (BOM) balloons are labels that identify components in assembly views. You can configure the
display of BOM balloons using different options.
BOM Balloons Theory:

Configuring BOM Balloons:

Circular labels that show information.

Reference repeat regions.

BOM Balloon Types:

Show index number by default.
Split balloon option.
Three types:

Simple/With Quantity/Custom

BOM balloon size.

Clean up the layout.
Change attachment and leader style.
Change quantity balloons:

Merge
Detach
Split
Redistribute

Add reference BOM balloons.

With Quantity BOM Balloons

Cleaned Up BOM Balloons