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Creo Parametric 4.

0 for SolidWorks
Users
In this course, you will learn how to:

• Learn the basic Creo Parametric modeling process


• Learn how to use the Creo Parametric interface
• Select and edit geometry, features, and models
• Sketch geometry and use tools
• Create sketches for features
• Create extrudes, revolves, and profile ribs
• Utilize internal sketches
• Create sweeps and blends
• Create holes, shells, and drafts
• Create rounds and chamfers
Course Objectives • Assemble with constraints
• Lay out drawings and create views
• Create drawing annotations
• Investigate parent/child relationships
• Resolve failures and seek help
• Complete a comprehensive design project
Training Agenda

• Module 1: Introduction to the Creo Parametric Basic Modeling Process


• Module 2: Using the Creo Parametric Interface
• Module 3: Editing Geometry, Features, and Models
• Module 4: Sketcher Geometry and Tools
• Module 5: Creating Extrudes, Revolves, and Ribs
• Module 6: Creating Sweeps and Blends
• Module 7: Creating Holes, Shells, and Draft
• Module 8: Creating Rounds and Chamfers
• Module 9: Project I
• Module 10: Assembling with Constraints
• Module 11: Introduction to Drawings
• Module 12: Resolving Failures and Seeking Help
Module 1: Introduction to the Creo Parametric Basic Modeling Process
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.

Objectives
Creo Parametric Basic Modeling Process
You can summarize the Basic Modeling process in four high-level steps.

Figure 1 – Preparing for Part Model Design


Figure 2 – Creating a New Part Model

Figure 3 – Creating a New Assembly by Assembling the Part Models Figure 4 – Creating a Drawing of the New Part Model
Module 2: Using the Creo Parametric Interface
After completing this module, you will be able to:

• Understand Creo Parametric's main interface and ribbon system.


• Set the working directory and manage files in Creo Parametric, including
how to open and save files.
• Create and manage basic 3-D orientations.
• Set up new part models.
• Understand the basic Creo Parametric mouse controls, keyboard
shortcuts, and color feedback.
• Understand the purpose of the model tree.
• Select items using direct selection, query selection, and the Search tool.
Filter the selection of items using Selection Filters.
Objectives •
Understanding the Main Interface
The main interface includes the following areas:
• Graphics window • Message Log
• Quick Access toolbar • Dialog boxes
• Ribbon • In Graphics toolbar
• Dashboard • Menu manager
• Status bar

Figure 1 – The Main Interface


Setting the Working Directory and Opening and Saving Files
The Working Directory is the designated location for opening files and saving new files.
• Creo Parametric is started in the default working directory.
• Different working directories can be set.
• New working directory locations are not saved upon exiting Creo
Parametric.

Figure 2 – Setting the Working Directory in the Folder Tree Figure 1 – Working Directory Common Folder
Understanding the Ribbon Interface
Most modes of Creo Parametric have been reorganized into a ribbon-style user interface.
• Ribbon structure:
– File menu.
– Tasks organized into a series of tabs.
– Tabs contain groups of commands.
– Current features stack up in new tabs.
• Command Search
• ALT key shortcuts Figure 1 – Standby Ribbon and Home Tab

Figure 2 – Portion of Active Part Ribbon, Model Tab, and Datum Group
Customizing the Ribbon Interface
You can customize the ribbon, Quick Access toolbar, and In Graphics toolbar in numerous ways to
personalize it for your work style.
• Add or remove icons from the Quick Access toolbar or In
Graphics toolbar.
– There is an individual toolbar for each mode.

• Ribbon customizations:
– Create new tabs or reorder them.
– Create new groups or customize groups.
– Specify large or small icons, or with/without label.
• Export settings or restore defaults.

Figure 1 – Datum Group and Customized Datum Group

Figure 2 – Collapse Priorities


Using Command Search for SolidWorks
Command Search can search for SolidWorks commands, also.
• Select the SolidWorks commands check box.
• List displays both Creo Parametric and SolidWorks
commands.
• Equivalent Creo Parametric command displayed.

Figure 1 – Enabling SolidWorks Commands in Creo Parametric

Figure 2 – SolidWorks Ribbon Figure 3 – Finding the Fillet Equivalent Command


Analyzing Basic 3-D Orientation
Manipulate the 3-D orientation of your design models in the Creo Parametric graphics window.
• Keyboard/mouse orientation:
– Spin
– Pan
– Zoom
– Turn
– Wheel Zoom
• Additional orientation options:
– Previous
– Refit
– Named View List
– Spin Center

Figure 1 – 3-D Orientations Using the Keyboard and Mouse

Figure 2 – The Spin Center


Creating and Managing View Orientations
You can create and edit view orientations using the View Manager and View dialog box.
• View dialog box:
– Orient by reference
– Two references and two directions required
– You can reorient existing view orientations

Figure 1 – Typical TOP View Orientation

Figure 2 – Typical LEFT View Orientation Figure 3 – Typical FRONT View Orientation
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

Figure 1 – New Part Created using Template

Figure 2 – Examples of Parameters Figure 3 – Layers Created from Part Template


Understanding Creo Parametric Basic Controls
The graphics window provides you with color-based feedback for mouse and keyboard inputs.
• System color assignments in the graphics window:
– Transparent orange – Preselection highlighting
– Green – Selected geometry
– Wireframe green – Selected features
– Orange – Preview geometry or component
– Purple – Partially constrained component
• Keyboard and mouse actions perform different functions. Figure 1 – Preselection Highlighting

Figure 2 – Selected Surface

Figure 3 – Selected Edge Figure 4 – Preview Geometry


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 include:
– Layer/Model tree
– Expand/Collapse All
– Preselection highlighting
– Highlight Geometry
Figure 1 – The Model Tree

Figure 2 – Layer Tree

Figure 3 – Show Menu Options


Selecting Items Using Direct Selection
Direct selection occurs when you cursor over a feature or component and click to select it.
• You can direct select:
– Components
– Features (by pressing ALT)
– Surfaces
• You can perform direct selection in:
– The graphics window.
– The model tree.
• Select multiple items by pressing CTRL. Figure 1 – Select Components in Model Tree or Graphics Window
• Select a range of items by pressing SHIFT.

Figure 3 – Select Surfaces Directly


Figure 2 – 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 enables:
– Selection by querying the model.
– Selection using the Pick From List menu.

Figure 1 – Pick From List

Figure 2 – Original Model, Cursor Over to Highlight, Query to Highlight, Select


Using the Search Tool
Using the Search Tool is a powerful method for selecting many types of objects.
• Search by various methods and then select items
– Look for
– Look by
– Look in
– Name
– Found/Selected Objects

Figure 1 – The Search Tool

Figure 2 – The Found and Selected Lists Figure 3 – Axes Selected using Search Tool
Using the Geometry Selection Filter
When you select geometry, the system is smart enough to know what features the geometry belongs to.
• Select surfaces and edges.
• Mini toolbar displays context-sensitive options.
• Modify the parent feature.
• The press ALT and click combination bypasses Geometry
selection filter.

Figure 1 – Redefining a Feature

Figure 2 – Redefining a Different Feature Figure 3 – Bypassing the Geometry Filter


Understanding Selection Filters
The selection filter provides various filters to help you select items.
• Selection filters include:
– Geometry
– Vertices
– Parts
– Features

Figure 1 –The Selection Filter in the Status Bar

Figure 2 – The Selection Filter in Part Mode Figure 3 – The Selection Filter in Assembly Mode
Module 3: Editing Geometry, Features, and Models
After completing this module, you will be able to:

• Use drag handles and dimension draggers.


• Understand regeneration and auto regeneration.
• Edit features.
• Edit the definition of features.
• Activate and edit models.
• Delete and suppress items.
• Edit feature and component visibility.
• Apply shape selection.
• Apply flexible move using the dragger.
Objectives • Apply flexible move by dimension.
Using Drag Handles and Dimension Draggers
Drag handles and dimension draggers are graphical objects used to manipulate geometry, components,
or dimensions during creation, editing, or redefinition in real time.
• Drag handles are used to:
– Resize geometry.
– Reorient geometry.
– Move geometry.
– Reference geometry.
– Adjust component offset.
– Access context-sensitive options by right-clicking.
• Dimension draggers are used to:
– Dynamically adjust dimension values.
Figure 1 – Dragging Extrude Depth

Figure 2 – Adjusting Distance Offset Figure 3 – Dragging the Cut Height


Understanding Regeneration and Auto Regeneration
Regenerating a model recalculates the model geometry, incorporating any changes made since the
last time the model was saved or regenerated.
• Auto Regenerate automatically regenerates the model while
you edit it.
– Orange preview geometry displays.
– Auto Regenerate is enabled by default.

• You can toggle Auto Regenerate off.


– Preview geometry is turned off.
– Dimensions can be directly edited only.
– Draggers are toggled off.
Figure 1 – Auto Regenerate Toggled Off

Figure 2 – Making Multiple Edits to the Model Figure 3 – Auto Regenerate Toggled Back On
Editing Features
Edit enables you to alter dimensions of a selected feature or component.
• Edit:
– Edit a dimension directly.
– Select the Most Recently Used option.
– Use draggers.
– Drag section entities.
• Features are regenerated in real time.
• Child features regenerate in real time.

Figure 1 – Editing a Model

Figure 2 – Dynamically Editing Depth Figure 3 – Dynamically Editing a Section


Editing Features Using Edit Definition
Edit Definition enables you to modify feature type, size, shape, location, references, or options.
• Edit Definition using:
– The dashboard
• Preview Feature
• Pause Feature
• Resume Feature
– Drag handles
– Context-sensitive options available by right-clicking

Figure 1 – Modifying a Feature’s Depth

Figure 2 – Modifying a Feature’s References Figure 3 – Modifying a Feature’s Shape


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
• Perform the following operations on the active component
or subassembly:
– Edit Dimension
– Edit Definition
– Create features
Figure 1 – Viewing the Activated Component

Figure 2 – Editing the Definition of a Chamfer in the Activated Crankshaft Figure 3 – Editing the Number of Fins in the Activated Flywheel
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 relationships.
• Suppress:
– Items can be restored via Resume.
– Follows parent/child relationships.
• Resume:
– Selected items.
– All items. Figure 1 – Suppressed Items in the Model Tree

Figure 2 – Viewing Children of Item to Be Suppressed Figure 3 – Both Parents and Children Suppressed
Editing Feature and Component Visibility
The Hide and Show operations respectively remove and display components or non-solid feature
geometry in the graphics window.
• Hide/Show:
– Components in an assembly
– Datum features
– Solid features
• Does not affect parent/child relationships.
• Changes are not saved by default.
– Save Status

Figure 1 – Hidden Features in the Model Tree

Figure 3 – Hiding Components


Figure 2 – Hiding Datum Features
Using the Shape Selection Workflow
Shape selection helps you select the surface geometry on which to perform Flexible Modeling operations.
• Workflow:
– Select “seed” surface.
– Pre-select/Select shape selection tool.
• Shape Surface Selection group tools.
• Additional RMB tools.

Figure 1 – Shape Surface Selection Group


Applying Flexible Move using the Dragger
You can drag geometry to a new location.
• Translate and rotate geometry.
• Uses the 3D Dragger
– Free move
– Change the movement origin.
• With and without translation/rotation values
– Depends on how you drag the geometry.

Figure 1 – Using the Default 3D Dragger Origin

Figure 2 – Selecting a New Origin Figure 3 – Specifying a Translation Value


Applying Flexible Move by Dimension
You can create Flexible Move features by defining dimensional references.
• Translate geometry
– Specify parallel dimension references.
• Rotate geometry
– Specify non-parallel dimension references.
– Pivot point

Figure 1 – Selecting Dimension References

Figure 2 – Translating Geometry Figure 3 – Rotating Geometry


Module 4: Sketcher Geometry and Tools
After completing this module, you will be able to:

• Review sketcher theory and understand design intent.


• Modify the sketcher display.
• Learn and use constraints.
• Learn how to sketch lines and circles.
• Use geometry tools to edit geometry in a sketch.
• Create and modify dimensions, as well as handle any sketcher conflicts
that arise.
• Learn how to create sketch features.
• Specify the sketch setup.
• Utilize sketch references.
Objectives
Reviewing Sketcher Theory
A sketch is a 2-D entity that graphically captures an idea with lines, constraints, and dimensions.
• 2-D sketches are:
– Sketched on a 2-D plane.
– Placed into a 3-D model.
– Used to create solid features.

Figure 1 – 2-D Sketch

Figure 2 – Sketches are Used to Create Solid Features


Figure 3 – Sketch Placed on a 3-D Model
Modifying the Sketcher Display
You can modify the Sketcher Display to enable easier visualization when completing tasks.
• Display options available in Sketcher:
– Dimensions
– Constraints
– Grid
– Section vertices
• Inspection display options available in Sketcher:
Figure 1 – Showing Sketcher Inspection Display
– Highlight Open Ends
– Shade Closed Loops
• Sketch View reorients parallel to the screen.

Figure 2 – Sketcher Display Options


Utilizing Constraints
Constraints are rules enforced by Creo Parametric on your sketched entities.
• Constraint types include:
– Vertical
– Horizontal
– Perpendicular
– Tangent
– Mid-point
– Coincident
– Symmetric
– Equal
– Parallel
Figure 1 – Sketch Before and After Constraints Applied

Figure 2 – Constrain Group Figure 3 – Sketch Before and After Constraints Applied
Sketching with On-the-Fly Constraints
When sketching entities, you can manipulate constraints on-the-fly as they appear.
• On-the-fly constraints enable you to capture design intent.
• Constraint manipulations include:
– Lock/Disable/Enable.
– Disable constraints from appearing on-the-fly.
– Toggle the active constraint.

Figure 1 – Locking a Constraint

Figure 2 – Disabling a Constraint Figure 3 – Toggling the Active Constraint


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

Figure 1 – Line Chain

Figure 2 – Tangent Line


Sketching Rectangles and Parallelograms
You can quickly sketch four-sided shapes.
• The four lines are independent.
• You can delete, trim, and align each line individually.
• You can create symmetric rectangles using Center Rectangles.

Figure 1 – Corner Rectangle Figure 2 – Slanted Rectangle

Figure 3 – Center Rectangle Figure 4 – Parallelogram


Sketching Circles
You can quickly sketch various types of circles.
• There are four types of Circles:
– Center and Point
– Concentric
– 3 Point
– 3 Tangent

Figure 1 – Concentric Circle

Figure 2 – Circle Tangent to 3 Entities Figure 3 – Circle Created by Picking 3 Points


Using Geometry Tools Within Sketcher
You can use Geometry Tools to modify existing sketched entities.

Figure 1 – Using Delete Segment


Figure 2 – Using Trim Corner

Figure 3 – Using Divide


Figure 4 – Using Mirror
Manipulating Sketches Within Sketcher
You can cut, copy, and paste sketched entities.
• You can manipulate Sketches using:
– Cut/Copy/Paste
– Scale and Rotate:
• Selected entities.
• Pasted entities.
– Translate

Figure 1 – Scaled and Rotated Sketch

Figure 2– Rotating a Sketch


Dimensioning Entities Within Sketcher
The manner by which you dimension your sketch reflects your design intent.
• Dimension types include:
– Line length
– Angle
– Distance
– Radius
– Diameter/Revolved Diameter
– Arc length
– Total included angle
Figure 1 – Length and Angle Dimensions
• Middle-click to place dimensions.
– Location can determine type.
• Convert weak dimensions to strong.

Figure 3 – Distance, Radius, and Diameter Dimensions


Figure 2 – Revolved Diameter Dimension
Modifying Dimensions Within Sketcher
You can modify dimensions individually or modify multiple dimensions at once.
• You can modify dimensions by:
– Editing the value.
– Dragging the entity to which the dimension is attached.
– Dragging the dimension dragger.
– Using the Modify Dimensions dialog box.

Figure 2 – Dragging an Entity Figure 1 – Editing the Value

Figure 3 – Dragging the Dimension Dragger Figure 4 – Modify Dimensions Dialog Box
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.

Figure 1 – Resolve Sketch Dialog Box

Figure 2 – Sketcher Conflict Figure 3 – Conflicting Dimension Converted to Reference Dimension


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.
• Sketched features have various requirements.

Figure 1 – Specifying Sketch Setup

Figure 2 – Modifying Sketch Setup Figure 3 – Sketch Geometry Snapped to Added References
Specifying and Manipulating 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
• Current model orientation becomes the default sketch
orientation.
• Use Sketch View to orient the sketch plane parallel to
the screen in 2-D.
• Select right-click options to temporarily manipulate the Figure 1 – Current Model Orientation Becoming Default Sketch Orientation
sketch orientation.

Figure 2 – Viewing 2-D Sketch Orientation Figure 3 – Sketch Plane Modified from FRONT to RIGHT
Utilizing Sketch References
Sketch references are used to capture design intent by snapping geometry or dimensioning to them.
• Use the following types of entities:
– Existing geometry
– Sketches
– Datum features
• Automatically snap to existing geometry:
– Model edges that lie on the sketching plane.
– Surface edges normal to the sketching plane.
– Edges parallel to the screen.
• Press ALT to select entities and add them dynamically.
• Unused references automatically removed.

Figure 1 – Automatically Snapping to Geometry

Figure 2 – Manually Adding Additional Sketching References Figure 3 – Viewing References


Module 5: Creating Extrudes, Revolves, and Ribs
After completing this module, you will be able to:

• Create solid extrude and revolve features.


• Add taper to extrude features.
• Create profile rib features.
• Understand common dashboard options including extrude depth, feature
direction, thickening sketches, and revolve angle.
• Understand how to automatically add and remove material.
• Create internal sketches.

Objectives
Creating Solid Extrude Features
You can create extruded features from 2-D sketches.
• Extrude sections perpendicular to the sketching plane.
• Add or remove material from the model.
• Automatically add/remove material by changing the direction.

Figure 1 - Viewing 2-D Sketches

Figure 3 - Extrude Feature Removing Material


Figure 2 - Extrude Feature Adding Material
Adding Taper to Extrude Features
The Add Taper option enables you to create an angle within an Extrude feature that appears similar
to draft created using the Draft tool.
• All extruded surfaces are tapered.
• The sketch plane begins functioning as a pivot plane.
• Positive or negative angle can be entered.
• A model dimension is created that is available upon feature
edit.
• Positive direction of angle is determined by sketch plane
reference.
• The enable_tapered_extrude configuration option controls
availability in the dashboard.
Figure 1 – Original Extrude Feature

Figure 2 – Extrude Feature with Taper Added


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

Figure 1 - 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
• Flip the directions using the arrows or the dashboard.

Figure 1 - Same Feature, Flipped Material Direction

Figure 2 - Same Feature, Flipped Depth Direction


Figure 3 - Same Feature, Side 2 Depth Direction Added
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.

Figure 1 - Creating a Thickened Cut

Figure 2 - Original Thicken Side Figure 3 - Thicken Side Flipped


Creating Solid Revolve Features
You can 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

• Automatically add/remove material by changing the direction.

Figure 1 – Viewing 2-D Sketches

Figure 2 – Same Revolved Sketch using Different Axes of Revolution Figure 3 – 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

Figure 1 – Variable Revolve Angle Depth

Figure 2 – Symmetric Revolve Angle Depth Figure 3 – Side 1 Revolve Angle To Selected, Side 2 Revolve Angle Variable
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.

Figure 1 – Viewing Open Sketches

Figure 2 – Editing the Side that Thickens Figure 3 – Flipping Which Side the Rib is Created
Creating Internal Sketches
An internal sketch is contained in the feature it defines.
• Internal sketch benefits:
– Organization
– Reduced Feature Count
• External sketch benefits:
– Same sketch can be used for multiple features
Figure 1 - Internal Versus External Sketches
– Can be unlinked

Figure 2 - Internal Sketches


Figure 3 - External Sketches
Module 6: Creating Sweeps and Blends
After completing this module, you will be able to:

• Create sweeps with open and closed trajectories.


• Analyze sweep feature attributes.
• Create blends by selecting parallel sections.
• Create blends by sketching sections.
• Analyze blend options.

Objectives
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
• Select the trajectory.
• Define the Start point.
– Section
• Placed at the trajectory start point, and denoted by
crosshairs.
• Closed or open.
• Creation methods:
– Add/remove solid material.
– Surface. Figure 1 – Sweeping a Closed Sketch Along an Open Trajectory
– Thin.

Figure 2 – Sweeping an Open Sketch Along an Open Trajectory


Creating Sweeps with Closed Trajectories
A sweep feature consists of a sketched section that sweeps, or traverses, along a trajectory.
• Components of a sweep feature:
– Trajectory
• Select the trajectory
• Define the start point
– Section
• Placed at the trajectory start point, and denoted
by crosshairs
• Closed or open
• If you sketch an open section for the solid
Figure 1 – T Section Sketch Swept Along a Closed Trajectory
feature type, the system automatically toggles
to surface
• Creation methods:
– Add/remove solid material
– Surface
– Thin

Figure 2 – L Section Swept Along a Closed Trajectory and Trajectory Extruded


Analyzing Sweep Feature Attributes
You can edit the attributes for the ends of an open trajectory sweep feature.
• Select the Merge Ends option on the ends of a sweep feature.

Figure 1 – Merge Ends Disabled Figure 2 – Merge Ends Enabled


Creating Blends by Selecting Parallel Sections
You can create a blend feature by selecting existing sketches or sections or chains or loops, of a model’s
existing feature edges.
• A blend feature must contain two or more sections.
• Selected sections are connected using a smooth curve.
• Sections are blended based on selection order.
• You can reorder or remove sections.

Figure 1 – Blend Feature

Figure 2 – Blending Three Selected Sections Figure 3 – Blend with Twisting Due to Misaligned Start Points
Creating Blends by Sketching Sections
You can create a blend feature by sketching the sections through a series of Sketcher sessions while
within the Blend tool.
• A blend feature must contain two or more sections.
• Sketched sections are connected using a smooth curve.
• Section sketch plane is projected:
– Offset dimension
– Reference
• Sections are blended based on order of insertion.
• You can remove sections.

Figure 1 – Blends Adding and Removing Material

Figure 2 – Sketching a Section Figure 3 – Projecting the Sections


Analyzing Blend Options
You can edit the option for connecting blend sections to smooth or straight.
• Blend sections can be connected:
– Smooth
– Straight

Figure 1 – Options for Connecting Blend Sections

Figure 2 – Smooth Blend Option Result Figure 3 – Straight Blend Option Result
Module 7: Creating Holes, Shells, and Draft
After completing this module, you will be able to:

• Create coaxial and linear holes, and understand the different depth
options available.
• Create shell features.
• Create draft features.
• Create basic split drafts.

Objectives
Common Dashboard Options - Hole Depth
You can drill a hole to several 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

Figure 1 – Hole Depth Options


Creating Coaxial Holes
A coaxial hole is placed at the intersection of an axis and a surface.
• Placement references:
– Datum axis
– Surface or datum plane
• Offset references:
– None

Figure 1 – Selecting Placement References

Figure 2 – Coaxial Holes


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

Figure 1 – Selecting Placement Reference

Figure 2 – Selecting Offset References


Figure 3 – Completed 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.

Figure 1 – Original Model

Figure 2 – Shelled Model with Surfaces Removed Figure 3 – 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

Figure 1 – Draft One or Multiple Surfaces

Figure 2 – Same Model, Same Draft Angle, and 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 Figure 1 – Drafting Sides Independently

Figure 2 – Drafting Sides Dependently Figure 3 – Drafting First Side Only


Module 8: Creating Rounds and Chamfers
After completing this module, you will be able to:

• Create rounds by selecting edges and a surface and edge.


• Create full rounds.
• Create round sets.
• Create chamfer sets.

Objectives
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.

Figure 1 – Round Preview: Adding Material

Figure 2 – Round Preview: Removing Material Figure 3 – 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.

Figure 1 – Rounds Created by Selecting Two Edges

Figure 2 – Rounds Created by Selecting Two Edges


Creating Rounds by Selecting a Surface and Edge
Rounds created by selecting a surface and edge are constructed tangent to the surface and pass
through the edge.
• You can select a surface and an edge.
• Rounds propagate around tangent
edges.

Figure 1 – Round Created by Selecting a Surface and Edge

Figure 2 – Round Created by Selecting a Surface and Edge


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.

Figure 1 – Full Round Created by Selecting Two Edges

Figure 2 – Full Round Created by Selecting Three Surfaces


Creating Round Sets
Round sets enable you to create rounds of different radii in a single round feature.
• Create multiple round sets in a single round feature.
• Each round set can have a different radius value.
• Each set may be created by selecting different entities.

Figure 1 – Three Round Sets in a Single Round Feature


Creating Chamfer Sets
Chamfer sets enable you to create chamfers of different dimensioning schemes or D values in a single
chamfer feature.
• Create multiple chamfer sets in a single chamfer feature.
• Each chamfer set can have a different D value.
• Each set may be created with a different dimensioning scheme.

Figure 1 – Three Chamfer Sets in a Single Chamfer Feature


Module 9: Project I
After completing this module, you will be able to:

• Create the PISTON_PIN.PRT, PISTON.PRT, CONNECTING_ROD.PRT,


CRANKSHAFT.PRT, ENGINE_BLOCK.PRT, IMPELLER_HOUSING.PRT,
IMPELLER.PRT, FRAME.PRT, and BOLT.PRT models.

Objectives
The Air Circulator
In this project, you create components of the Air Circulator.
• Create from scratch:
– Part models
• Minimal Instructions
• Completed Models for Reference

Figure 1 – Air Circulator


Piston Assembly Components
These figures illustrate the components you create in this project for the piston assembly.

Figure 1 – PISTON_PIN.PRT Figure 2 – PISTON.PRT

Figure 3 – CONNECTING_ROD.PRT
Crankshaft, Engine Block, Impeller, and Impeller Housing
These figures illustrate the crankshaft, engine block, impeller, and impeller housing you create in this
project.

Figure 1 – CRANKSHAFT.PRT

Figure 2 – ENGINE_BLOCK.PRT

Figure 3 – IMPELLER.PRT Figure 4 – IMPELLER_HOUSING.PRT


The Frame and Bolt
These figures illustrate the frame and bolt components you create in this project.

Figure 1 – FRAME.PRT Figure 2 – BOLT.PRT


Module 10: Assembling with Constraints
After completing this module, you will be able to:

• Understand assembly and constraint theory and create new assembly


models.
• Understand assembly constraint status and analyze basic component
orientation.
• Assemble components using the Default constraint and Automatic option.
• Create coincident constraints using geometry.

Objectives
Understanding Assembly Theory
An assembly is a collection of parts and other sub-assemblies that you combine using constraints.
• Create assembly models from standardized templates.
• Capture assembly design intent using constraints.
• Create assembly constraints.

Figure 1 – An Assembly Model is Comprised of Parts


Creating New Assembly Models
Your company can create customized templates that you can use to create new assembly models.
• Create new assemblies in the New dialog box.
• Use customized assembly templates.
• Assembly templates include:
– Datums
– Units
– Parameters
– Layers
– View Orientations

Figure 1 – New Assembly Created Using Template

Figure 2 – Examples of Parameters Figure 3 – 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 box of the active constraint is highlighted.
• Double-click a constraint's tag to modify it.

Figure 1 – Selecting Placement References

Figure 2 – Viewing the Active Constraint Figure 3 – Modifying a Constraint


Understanding Assembly Constraint Status
Ideally, when you complete a component's placement, it should be at a Fully Constrained status.
• Range of assembly constraint status:
– No Constraints
– Partially Constrained
• Packaged
– Fully Constrained
– Constraints Invalid
• The system can also Allow Assumptions to facilitate component
placement.

Figure 1 – No Constraints

Figure 2 – Range of Assembly Constraint Status


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.
• You can also assemble sub-assemblies using the Default
constraint.

Figure 1 – Assembling Component Using Default Constraint

Figure 2 – Completed Component Placement Figure 3 – Assembling a Sub-Assembly


Orienting Components
You can reorient a component with respect to the assembly during placement.
• 3D Dragger
– Rotate and translate about the three axes.
– Move in 2-D plane.
– Free move.
– 3D Dragger portions gray out as degrees of freedom are
reduced through constraints.
• Press CTRL+ALT and click, right-click, or middle-click.

Figure 1 – Default Position

Figure 2 – Orienting Around Red and Blue Axes Figure 3 – Component Positioned on Top of Model
Creating Coincident Constraints Using Geometry
Use the Coincident constraint to position two cylindrical surfaces coaxial or two planar surfaces
coincident.
• Cylindrical/Conical surfaces:
– Surfaces are inserted, resulting in coincident axes.
– The surfaces do not need to be the same diameter.
• Planar surfaces:
– Surfaces are made coincident to each other.
– You can toggle the constraint orientation to mate or align
surfaces.

Figure 1 – Selecting Cylindrical Surfaces - Axes to be Coincident

Figure 2 – Selecting Planar Surfaces to be Coincident Figure 3 – Selecting Alternate Planar Surfaces to be Coincident
Assembling Using Automatic
Use the Automatic option to enable Creo Parametric to determine the constraint type based on selections
and component location or orientation.
• Assemble components using Automatic .
– Typically the system generates a Coincident constraint.
• Toggle or create other constraints as necessary.
– Offset, Angle Offset, Coincident, Centered, and so on.

Figure 1 – Orientation Determining Constraint Type Created

Figure 2 – Creating an Angle Offset Constraint Based on Orientation


Module 11: Introduction to Drawings
After completing this module, you will be able to:

• Describe the Creo Parametric drawing development process.


• Analyze drawing concepts and theory, as well as basic 2-D orientation
skills.
• Create new drawings manually and apply formats.
• Create and orient general and projection views.
• Add drawing models to a drawing.
• Analyze annotation concepts and types.
• Show, erase, and delete annotations.
• Clean up and manipulate dimensions.
Objectives
Drawing Development Process
The drawing development process can be divided into three broad phases.
• Drawing Standards Configuration
• Drawing Initiation
• Drawing Creation

Figure 1 – Drawing Development Process


Analyzing Drawing Concepts and Theory
A drawing is often the final deliverable at a company and contains parametric 2-D or 3-D views of a
3-D model.
• A drawing usually contains at least:
– Model views
– Dimensions
– Title block
• A drawing is bi-directional.

Figure 1 – Example of a Model

Figure 2 – Example of a Drawing


Analyzing Basic 2-D Orientation
Manipulate the 2-D orientation of your drawings in the Creo Parametric graphics window.
• Keyboard/Mouse Orientation:
– Pan
– Zoom
– Wheel Zoom
• Additional Orientation options:
– Refit
– Change sheets

Figure 1 – Viewing a Drawing Sheet

Figure 2 – Zooming in on a Drawing View Figure 3 – Zooming in on the Title Block


Creating New Drawings and Applying Formats
Your company can create customized formats to use in new drawings.
• Create new drawings in the New dialog box.
– Specify the Default Model.
– Specify orientation.
– Specify size.
– Specify format (optional).
• A Format:
– Contains 2-D items.
– Is created in Format mode.
– Is applied to a drawing.
• Add or change formats using Sheet Setup .
Figure 1 – Empty Drawing

Figure 2 – Drawing with Format


Creating and Orienting General Views
When creating a series of views, a general view is usually the first view you create.
• You can edit the following attributes when creating or editing
general views:
– View name
– View type
– View orientation

• Model view name

Figure 1 – General View Type

Figure 2 – Another General View Type


Adding Drawing Models
A drawing can contain views and other information from multiple drawing models.
• Add or delete drawing models from the drawing.
• Set/Switch the active model.
• The system adds information to the drawing from the active
model only.

Figure 1 – Switching the Active Model

Figure 2 – Menu Manager Figure 3 – Different Models on Different Drawing Sheets


Creating Projection Views
A Projection view is an orthographic projection of another view's geometry along a horizontal or vertical
direction from the parent view.
• Projected view characteristics:
– Is child of view from which it is projected
– Orientation is 90° from parent view
– Third angle or First angle

Figure 1 – Example Third Angle Projected Top View

Figure 2 – Example Third Angle Projected Left View Figure 3 – Example General View
Analyzing Annotation Concepts and Types
You can add additional detail to drawing views to convey information needed to manufacture the part or
components of the assembly.
• Add the following annotations to drawings:
– Dimensions
• Driving
• Driven (Created)
– Axes
– Notes
– Tables
– Bills of Material

Figure 1 – Viewing a BOM on a Drawing

Figure 2 – Viewing Annotation Items on a Drawing


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

Figure 1 – Showing Axes and Dimensions Figure 2 – Show Model Annotations Dialog Box
Cleaning Up Dimensions
Creo Parametric can automatically arrange the display of selected dimensions based on controls that
you set.
• Functions include:
– Offset dimensions in evenly spaced increments.
– Create breaks in witness lines.
– Flip dimension arrows that do not fit between witness lines.
– Center dimensions between witness lines.
– Create snap lines.

Figure 1 – Dimensions Before Cleanup

Figure 2 – The Clean Dimensions Dialog Box Figure 3 – Dimensions After Cleanup
Manipulating Dimensions
When dimensions are placed on a drawing, you typically need to modify them, for reasons such as clarity
or to adhere to your company's drawing standards.
• You can manipulate dimensions in the following ways:
– Move (handles)
– Align Dimensions
– Flip Arrows
– Flip Text
– Move Item to View
– Edit Attachment

Figure 1 – Moving Dimensions

Figure 2 - Moving Witness Line Endpoint Figure 3 – Flipping Arrows


Module 12: Resolving Failures and Seeking Help
After completing this module, you will be able to:

• Understand parent/child relationships.


• View part parent/child information.
• Reorder and insert features.
• Understand and identify failures.
• Analyze geometry and missing part references failures.
• Access and use Creo Parametric's help system.

Objectives
Understanding Parent/Child Relationships
The parent/child relationship is one of the most powerful aspects of Creo Parametric and parametric
modeling in general.
• Defining parent/child relationships.
• Effects of parent/child relationships when editing.
• How parent/child relationships are created.

Figure 1 – Viewing KEY_HANDLE.PRT Figure 2 – Parent/Child Relationship Flowchart


Viewing Part Parent/Child Information
You can use the Reference Viewer to view parent/child relationships between features in a part model.
• Current Object
• Parents
• Children
• Highlight entities in model:
– Features
– References

Figure 1 – Full Path Between Features

Figure 2 – Reference Viewer Graph


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

Figure 2 – Protrusion Added

Figure 1 – Original Model Figure 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 and rounds created
Figure 1 – Original Model
before shell
3. Insert mode cancelled
• Hole on left goes through mirrored
protrusion
• Shell hollows out mirrored protrusion and
rounds
Figure 2 – Insert Mode Activated

Figure 3 – Insert Mode Cancelled


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
Figure 1 – Notification Pop-Up
• Failure Indications:
– Model Notifications
– Notification Pop-Up
– Red Highlighting
• Model tree
• Model geometry

Figure 2 – Notification Center

Figure 3 – Feature Highlighting

Figure 4 – Regeneration Manager


Analyzing Geometry Failures
Geometry failures are caused either by geometry that is 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

Figure 1 – Round Radius Too Large

Figure 2 – Sweep Radius Section Radius Comparison Figure 3 – Blend Start Points Mismatch
Analyzing Missing Part Reference Failures
Missing part reference failures occur when a parent feature is changed, and the child feature can no
longer find the parent's reference.
• Missing part reference failure examples include:
– Missing axes
– Missing references for rounds/chamfers
– Editing a sketch
• Replace sketched entities
• Replace Sketcher dimensions
• Old, missing references display.

Figure 1 – Sketch Feature Referencing Hole Axis

Figure 2 – Round Edges Figure 3 – Editing a Sketch


Using Creo Parametric Help
You can obtain help from various locations, either from Creo Parametric or from links on PTC's Online
Resources.
• PTC Creo Parametric Help
• PTC Learning Connector
• Command Search
• Online Resources
• File > Help

Figure 1 – Help Center

Figure 2 – PTC Learning Connector Figure 3 – Resource Center