CATIA Training

Foils

Generative
Drafting (ISO)

Version 5 Release 10
December 2002
EDU-CAT-E-GDRI-FF-V5R10

Copyright DASSAULT SYSTEMES 2002

Table of Contents (1/2)

1.
2.
3.
4.

5.

6.

7.

Introduction to Generative Drafting

Generative Drafting Workbench Presentation
Starting a Drawing and View Generation
Starting a Generated Drawing
Defining the Main Views
Additional View Generation
Section Views and Cuts
Secondary Views: Detail, Clipping, Broken, Breakout, Auxiliary, Isometric and Unfolded Views
Editing Views Layout and Properties
Editing a View and Sheet Properties
Adding Sheets to a Drawing
Repositioning Views
Modifying of Section, Detail and Auxiliary Profiles
Modifying of Section, Detail and Auxiliary Graphical Definitions
Modifying a Section Hatching Representation
Automatic Dimensioning
Generative Dimensions
Generative Dimensions (step by step)
Balloons
Finalizing the Drawing and Printing
Checking Links to a Solid 3D Part and Updating a Drawing
Adding a Title Block
Printing the Drawing
Setting Drafting Options
Drafting Options and Generating Views

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Table of Contents (2/2)

8.
9.

Drafting Visualizations
Threaded Holes
Using 3D Viewer
Saving a Drawing Document
Saving a Drawing and Checking Links

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Introduction To Generative Drafting

You will become familiar with the Generative Drafting main
functionalities.

Generative Drafting Workbench Presentation

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Generative Drafting Workbench Presentation

You will learn about the Generative Drafting Workbench by:

Understanding the general process

Accessing the Workbench
Exploring the User Interface and Terminology

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General Process
Generative Drafting workbench and Interactive Drafting
workbench are exactly the same except for the tools
allowing to generate the views geometry from the 3D
automatically and to dimension them automatically too.

Sketcher

-AGenerate
View(s)
Geometry

Part Design

Associative link

Assembly Design

Design Changes

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Generative
Drafting

-BDimension
View(s)

The drawing can be generated at any time; if the

part or product is changed, the drawing will be
automatically updated because of the associative
link.

Accessing the Workbench

From 1- Start menu

or 2- Workbench Icon

or 3- File menu

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Drafting Toolbars and Objects

Each toolbar contains objects that are related to specific tasks.
Objects within these toolbars are compressed and can be expanded for
additional capability by selecting the
Dimension properties

Text properties

12345678-

Set Default Switch

Graphic Properties

2
7

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Drafting Terminology
Specifications Tree

Active view
(underlined in the tree and with a red frame)

View Frame

Views

View Name
and
View Scale
Prompt zone
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Grid

Generative Drafting (P2 Power Tools)

(View Menu)

Magnifier (on)

Drawing Overview (on)

View Manipulator Dial

(at Front view creation
with view wizard)

Step by step Dimension

Generation
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To Sum Up

In this introduction to the Generative Drafting Workbench,

You had a quick tour of the process to create the views of a 3D

part and how the access the Generative Drafting workbench
You have seen the general layout of the user interface,
terminology and the basic principles.

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Starting a Drawing and View Generation

In this lesson you will learn how to generate a drawing and views for a
3D part.

Starting a Generative Drawing

Defining the Main Views

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Starting a Generative Drawing

You will learn how to generate a drawing directly from a 3D part.
Guide Piece
Drawing

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What is a Drawing?
A Drawing Document is a file that is also called a CATDrawing and is identified by its
file extension (.CATDrawing).
CATDrawing file extension
identification.

A CATDrawing file contains a

structure listing of all the sheets and
views contained in the document.

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How to Start a Generative Drawing from a CATPart?

Drawing Documents (CATDrawing) can be created in various ways.
Ways to Generate a Drawing

1- File menu
2- Start menu

3- Workbench Icon

4- New Icon

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Classical Method to Start Generating a Drawing

File Options:
New... for starting a default drawing document
New from... for starting a drawing from an existing document
Open... for opening an existing document

The New from or Open options could be for

retrieving company startup documents.

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Setting the Drawing Sheet Format and Drafting Standards

The Modify option changes the default sheet format and the format standards.

ISO
ANSI
or JIS

The following items maybe set:

ISO, ANSI and JIS standards
Paper formats (A, B, C, or A0, A1, A2, etc..)
Orientation (Landscape or Portrait)
Sheet scale (1 is default and should only be changed with caution)
Format settings can be modified later if necessary: for example the paper
orientation or size with menu File + Page Setup...
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Setting First Angle Projection

1
2

Select the Properties for Sheet1

Select the option to create projection views using the first

angle projection standard

Select OK to accept the

changes

After changing the Sheet properties to the first angle

projection standard, set the sheet as the default so all other
sheets will be created with the same angle of projection.
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Starting a Drawing with a Blank Sheet

1

Change to the Drafting

Workbench from the Part
Workbench

Select the Sheet option in the Start Wizard

3
Select OK to
accept the default
drawing standards
and Format Size

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Defining the Main Views

You will learn how to define the main views for a drawing using the View
Wizard. The geometry will be generated into these views from the associated
Part Document.

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What are the different types of Views?

Views can be associative (linked to 3D parts) or unassociative (unlinked
from a 3D part).
Associative (Linked) Views to a 3D part are called GENERATED VIEWS.
Unassociative (Unlinked) Views to a 3D part are called DRAW VIEWS.

3D Part

GENERATED VIEWS

DRAW VIEWS

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Creating Views
Views can be created in various ways:
1- View Wizard
2- Individually one by one

The View Wizard is a quick

way to select predefined view
configurations or define a
customized view configuration.

2
Many types of views can
be created one by one in an
as needed approach.

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Creating a Front View (1/2)

Create a front view either from a part, sub-body of a part, product, or from the sub-part
of a product using a reference plane.
1

Start the drawing with a blank sheet

Note: the Front View is used as the

defining view when creating
projection views.
2

Select the Front View icon

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Switch or activate the

CATPart or CATProduct
document (window)
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Creating a Front View (2/2)

4

Select your front view plane. A preview

will be shown on the drawing sheet.

(Optional) Select the bodies or parts to display

in the tree (use Ctrl key). If none is selected, all
bodies or parts will be displayed. Or select a
local view axis to set the view origin.

Preview of the front view

Select anywhere on the drawing sheet to

generate the view

Note: When selecting a view plane, an

orientation preview will be displayed when
pre-selected (highlighted under the
cursor)
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Creating an Advanced Front View

The advance front view icon allows the creation of a Front View as shown
previously, while defining several choices at view creation, such as view name and
view scale.
1

Select the Advance Front View icon

Key in the desired view name and scale. Select the OK button.

Complete the Front View as

previously shown

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Rotating the Front View Background with the View Manipulators (1/2)
Before accepting the view, it can be
reoriented with the view manipulator
clicking
up
arrow
clicking
right arrow

Up, down, right and left arrows flip

background plane view 90 degrees.

clicking
center
left arrow

Center left and right arrows rotate view 30

degrees in the same plane. The 30 degrees
increment can be changed with the
contextual menu on the dial.
The green handle(dot) rotates view freely
on the same plane.

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dragging
green
handle

When finished, click on dial

center or anywhere on sheet
to generate the Front View.

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Rotating the Front View Background with the View Manipulators (2/2)
View Manipulator contextual menu settings

Set the angle of Rotation

Set the increment of Rotation

Set free Rotation

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Adding a Projection View on a Drawing

1

To add a view on this drawing

Activate the view (front) to project

from (blue axes on and underlined in
tree). Select the View Projection icon

Select desired location to place the view

Move cursor where View is to be projected

A preview of
the projection
view appears.

The Top view (ISO Standard) is generated with the default projection
standard set to first angle projection. With the ANSI Standard, a
Bottom view is generated.
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The View Wizard

The VIEW WIZARD provides the ability to quickly create a variety of
standard view configurations or build a specific view configuration.
All Views

View Wizard

View Wizard (Step 1)

Predefined view
configurations.

Front, Top and Left Views

Front, Bottom and Right
Views

View Wizard (Step 2)

Individual view
choices for creating a
specific view
configuration.
Add, delete and rearrange the views as needed.
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Generating Main Views with the View Wizard Quick Method (1/3)
The process to use the view wizard to quickly build views on a blank drawing sheet.

Select View Wizard

3

Select one of the view configuration and the

Next button for additional views

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Select and place any additional views

(Isometric view) to the existing view
configuration and select the Finish button

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Generating Main Views with the View Wizard Quick Method (2/3)
4

Select the face on the 3D part for the

Front view background plane.

A preview of your view configuration appears

on the drawing sheet.

To preview a view, move the cursor to the green preview box

of the desired view

A preview of the Front view

appears in Part Design
Workbench when pre-selected
(highlighted) by the cursor
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If needed, use the View Manipulator to

reorient the Front view.
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Generating Main Views with the View Wizard Quick Method (3/3)
6

Select anywhere on the drawing to generate and

modify the individual view location as needed

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To Sum Up
In this lesson you have seen
How to generate the geometry of the main views either automatically or
manually while the part to be drawn is in the Part Design workbench
Ways to define views on a blank drawing

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Additional View Generation

In this lesson you will
generate section, detail,
auxiliary, isometric and
broken views on a drawing.

Section Views and Cuts

Secondary Views: Detail, Clipping, Broken, Breakout,
Auxiliary, Isometric and Unfolded Views
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Adding Section Views and Cuts

You will learn how to add section views and section cuts to the drawing

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What are the different types of Sections Views ?

There are 3 main types of sectional views; "full section", "offset" or "aligned" depending
on how the cutting plane is defined.

Offset Sections
Simple Offset Section

Simple offset section - a full section with a simple single cutting plane fully passing
through the part
Complex offset section - a full section in which the cutting plane is offset to pass
through important features
Complex Offset Section

Aligned Sections
Aligned sections, also called "revolved" sections, has a cutting
plane revolving around an axis

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Section Views and Section Cuts

Reminder of the differences of a section view (Offset or Aligned) and section cut (Offset or Aligned)

Section View: A view of the cutting plane and any geometry

that extends beyond the cutting plane in the direction of the
sight (arrows).
Section Cut: A view of only the material that
the cutting edge touches when passing
through the part.

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Adding a Simple Section View on a Drawing

1

To add a section view on this drawing

Activate the front view and select the desired

Section View icon
2
Front view is active when the blue axis is
visible and the view name is underlined in
the tree. If the Frame option is set on then
the frame color will be red around the active
view.

Use the section cut icon

and the same process to
make a section cut view
3

Select the circle A, double click at B, then

place the view C

The section is added

(A)
(C)
(B)

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Note : Preview appears

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Adding an Aligned Section View on a Drawing

2

To add an aligned section view on

this drawing

Activate the front view, select the

desired Aligned Section icon

Select the circle A, select the circle B, select the circle C, double
click at D and place the view at E

(A)

(E)

The aligned section geometry is created

(B)
(C)
(D)
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Note : Preview appears

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Adding a Section profile associative to 3D

To add a section view or cut on this

drawing using a 3D Profile

Activate the front view, select the

desired Section icon (View or Cut)

Change to the Part window, Select a Profile for the Section

definition, Select the view location.

(B)

(A)
4

The section geometry is created

Note : Preview appears

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Adding Secondary Views

You will learn how to add secondary views

Isometric Views
Breakout Views

Detail Views

Clipped Views
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Broken Views

41

What are secondary Views ? (1/2)

Secondary Views are added to improve the clarity of the description of
a part through better visualization and/or to aid in dimensioning. There
are seven types of secondary views.

Secondary Views:
1) Detail Views: A detail view is defined by a
"callout" on an existing view around the area to be
enlarge for the new view. The callout can be a circle
or an free-hand sketched profile.
2) Clipped Views: A clipping view is defined by a
callout on an existing view. The callout can be a
circle or an free-hand sketched profile and the
clipping will remove all the existing views geometry
that is not in the callout.
3) Isometric Views: An isometric view is the
projection of the 3D part and its relation to the
current rotation of the XYZ plane.

4
3

4) Broken Views: A broken view is defined by adding

break lines to determine an area of the view that will
be removed. Views can be broken horizontally or
vertically.

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What are secondary Views ? (2/2)

6

Secondary Views:

5) Breakout Views: A breakout view allows the

creation of a local cut (by a plane) in order to see the
inside of a part without cutting it totally.
6) Auxiliary Views: An auxiliary view is a view
created in a given direction which is not a direction
that can be obtained with a standard view
7) Unfolded Views: An Unfolded view is a view that
can only be obtained from a Sheet Metal part. This
kind of view unfolds the sheet metal part in
accordance with the rules which have been applied
to the bends

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Detail Views Types

Detail views can be full detail views that are calculated from the 3D part or "quick"
detail views that are calculated from the defining view. Both types of detail views
can be defined by a callout using a circular perimeter or a profile perimeter.
1

Full Detail: The geometry for the view is calculated from the 3D
part with a boolean operation of the callouts perimeter.

Circular Callout
2

Quick Detail: The geometry for the view is

calculated from the defining view.

Profile Callout
Profile Callout

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Adding a Detail View

1

To create this detail view

Activate the front view, then select the

Detail View icon or the Quick Detail
View icon.

Define the center of the circle by clicking (A),

click B to define the circle radius then move
mouse to place the detail view at C with a click

The view is generated; the default enlargement is two

times the scale of the defining view

(A)

(B)
(C)
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To change the default enlargement

of the detail view, select
Properties in the contextual menu
and Parameters in View menu
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Creating a Clipping View

2
1

To create this clipping view

Activate the front view, then

select the Clipping View icon

The other Clipping icon

creates a clipping view by
a profile.

Define the center of the circle by

clicking (A), click B to define the circle
radius

(A)

The result is displayed

(B)

The annotations which are not

cutting by the clipping circle can
be see in the No Show mode.

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Breaking a View
2
1

To create this Broken view

Define the break out area by clicking (A) the location for the first break limit line, click (B) to delimit
the height of the red area and click (C) to locate the second break limit line.

(C)
(A)

Activate the Section A-A view and

select the breaking a view icon

The second break limit can fall anywhere designated by the green
dashed line. The solid red line represents the red zone for the areas
that cannot be selected for creating the second break limit.
Area of break out

(B)

Area of break out

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Select anywhere on the sheet to modify the

section view into a break through section view.

The broken view can be restored with contextual mouse

button and select UNBREAK

Note: A view can contain multiple break definitions given the

definition is in the same direction and the two breaks do not
overlap.

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Performing a Breakout View

To create the Breakout View below

Activate the Left view and select

the breakout view icon

Can create only one simple breakout per view. Cannot

generate another view from a breakout view. Once created
the breakout view profile cannot be modified.

Create points which allow you to build the

breakout profile. If necessary, double-click on
the first point to close the profile

The 3D Viewer window appears. Drag & Drop the green continuous
line or work in parallel with the drawing to get the desired cut
plane
If Animate is checked
you can visualize the
3D part in accordance
with the position of
the cursor on the
drawing
5
Select OK in the 3D Viewer
window. The breakout is
created.

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Note: A view can contain multiple breakout definitions.

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Adding an Isometric View

1

Select the Isometric icon

Select a face on the part in the Part or

Product document

(A)

4
3

A preview of the Isometric View displays

Select anywhere on the drawing to

generate the view

If needed, use the View Manipulator to

reorient the Isometric view.
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Adding an Exploded Isometric View using a Scene

1

Select the Isometric icon

Select a Scene in the Part or Product

document and a view orientation

A preview of the Isometric View displays

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Select anywhere on the drawing to

generate the view

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Adding an Auxiliary View

To create the auxiliary view
below

Active the front view and select the auxiliary view icon

Sketch the representation of the plane (A) or select an edge

(B) on the drawing and drag the mouse to see the preview of
the auxiliary view.

Select anywhere on the drawing to create the auxiliary view.

(A)

(B)
To double-click on an arrow allows to invert the profile with the
Invert Profile Direction icon (
).
Select End Profile Edition icon (
drawing.
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) to return on the

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Creating Unfolded Views with dashed Bend Lines

1

Select the Unfolded view icon

Select the first wall of the Sheet Metal part as a 3D

reference and choose the reference axis system.

Select anywhere to generate the unfolded view on the

drawing

Dashed bend lines

To not generate the bend
lines, uncheck the Center
Line and Axis options in
the dressup Properties
panel
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To Sum Up

In this lesson you have seen

How to add section views and section cuts to a drawing

How to add secondary views

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Editing Views Layout and Properties

In this lesson you will change the layout of views on a drawing and change
the properties of the views.

Editing a View and Sheet Properties

Adding Sheets to a Drawing
Repositioning Views
Modifying Views
Modifying of Section, Detail and Auxiliary
Profiles
Modifying of Section, Detail and Auxiliary
Graphical Definition
Modifying a Section Hatching Representation

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Editing view and sheet properties

You will learn how to edit the view and sheet properties.

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What are view and sheet properties?

View and Sheet properties control all the variables related to specific views and sheets of
the drawing.

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View Properties
2
1

Select the view to modify in the tree or View

frame and Properties with the contextual
menu

Select the View or Graphic tab and change the

necessary options, here :
(A) View name
(B) Dressup to have fillets on
(C) Visualization to remove the frame

Multi-selection of views is allowed on

a single sheet or on different sheets

C
B
A

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Sheet Properties
1

Select the Sheet (Sheet1) in the tree and Properties in the

contextual menu to change its name.

Modify the Sheet name, scale, or projection method

(ANSI or ISO).

(2)
(1)

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Use this option to generate the views on the sheet

using the 1st angle projection method (ISO)

58

Adding sheets to a drawing

You will learn how to add a sheet to a one sheet drawing

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Why add sheets to a drawing?

Sheets are added to a drawing to improve clarity and manage views or
annotations that are cluttering a single sheet drawing.

Sheet 1 of 2

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Sheet 2 of 2

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Adding a sheet to a drawing

Select the New Sheet icon

It creates an empty sheet with the next
sheet number (Sheet 2)

The new sheet is assigned the same

standard, format and orientation as the
first created sheet

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Repositioning Views
You will learn how to reposition views on a single sheet and how to move views
from one sheet to another sheet.

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Repositioning views on a single sheet

3

Views can be repositioned in four different ways.

Repositioning Views Options:
1 Maintaining alignment with Parent Front view
2 Without maintaining alignment with Parent Front view
3 Relative positioning
4 Text and View positioning tool
1

The Parent Front view relationship is established when views are added
from the front view or created with the Wizard. These children views
will maintain the alignment link with the parent front view unless the
alignment is broken.
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Repositioning views on sheet

A view can be repositioned (moved) to another location

Select the frame of the view to move and drag it

to the correct position

Select the Do not align views in the contextual menu first

if the desired position is to be not aligned with the Front
view.

View frame

Multi-selection of views is allowed

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Relative Positioning
A view can be positioned at an exact position on a Sheet and relatively to another view
already on the sheet.
Here view B is positioned relatively to view A

View A

Geometric center of view

Positioning stick showing distance

View B

Middle top anchor point

This is often used for isometric views, and

particularly for exploded views of assemblies

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Repositioning a view with Relative Positioning (1/2)

1

Select View Positioning then Set Relative

Position in the contextual menu
A positioning stick appears with anchor points around the view
and in its center

Positioning Stick
Anchors points
The stick has 3 handles:
- the green end
- the stick
- the black end
By default, the green handle is
on the center anchor point and
the stick is oriented SW
(south-west).

Note: Remember the contextual menu can be accessed from the

tree structure or the view frame. Therefore, the view frame does
not need to be on to use the relative positioning option.
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Repositioning a view with Relative Positioning (2/2)

2

There are 4 ways to move a view with the positioning stick

You need to combine these to position the view

(A) Selecting the Stick

(B) Selecting the black end and another view frame

The black end snaps on

the center of the selected
view frame and the view
follows

Stick length and distances values appear. Drag along the stick
to make it shorter or longer: the view moves accordingly.

(D) Selecting another anchor point

(C) Selecting the green handle

Drag to rotate the view

around the black end

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The green end moves to

the selected anchor point
and the view is moved
(ex. here bottom middle
anchor was selected;
view moved up)

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Moving views on a sheet with the Positioning Tool

1

Select the view or views to be aligned

Select the positioning tool Icon

Select the desired positioning option
(Vertical Distribute)

The views will move accordingly (aligned

vertically at an evenly distributed distance)

The positioning tool can be position both views and text. They
can be aligned from an element, Spaced vertically or
horizontally, distributed or even moved a specific distance
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Moving views from one sheet to another sheet

Contextual Menu

Cut the view on the sheet to be moved

Paste the cut view on the desired sheet in the

specification tree

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Modifying Views
You will learn how to modify views by deleting views, isolating views, duplicating
geometry in a view, and product instance filtering in a view.

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Deleting Views
Views can be selected from the specification tree or from
the geometry on the drawing.

They can be deleted with the following options:

1) Edit + Delete to delete the selected views
2) Contextual Menu Delete option
3) Using the Delete key on the keyboard to delete
the selected views

More than one view can be deleted by Multiselecting from the tree or the geometry.
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Isolation of a Generative View

Generated Views can be isolated from the 3D geometry and therefore no longer be
associative to the parent geometry.
1

Select Isolate option with the

Contextual Menu

Only dimensions that

have been generated
from the 3D constraints
will remain after the
view has been isolated.
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Select OK to acknowledge the warning

some dressup elements may be
deleted and to accept the Isolation.

Once a view is Isolated the

link to the 3D data can never
be reestablished.
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Duplicating elements in a Generative View

Duplicate interactive elements can be created over the generative elements
1

Activate the View

containing the elements
to duplicate

Within the active view, select the

elements to be duplicated

Select the contextual menu

Duplicate Geometry

Note: The selected geometry is duplicated on the

view at the same position. It is highlighted after
creation

The Generative elements that lie underneath the interactive

elements will be the only elements effected by the 3D
geometry changes.
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Product Part Filtering in Views (1/3)

Parts within a product can be set to not be sectioned when generating views
1

Within the Assembly Design Workbench, select the part to define

From the contextual menu, select Properties

Select the Mechanical tab and activate the Do

Not cut in section views option

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Create the section or breakout view or update

an existing view

Part not cut in

context of assembly

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Product Part Filtering in Views (2/3)

Parts within a product can be set to not be used when projecting views
1

Within the Assembly Design Workbench, select the part to define

From the contextual menu, select Properties

Select the Mechanical tab and activate the Do

Not use when projecting option

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Create the section or breakout view or update

an existing view

Part not used in

context of assembly

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Product Part Filtering in Views (3/3)

Parts within a product can be set to be represented with hidden lines in views
1

Within the Assembly Design Workbench, select the part to define

From the contextual menu, select Properties

Select the Mechanical tab and activate the

Represented with hidden lines option

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Create the section or breakout view or update

an existing view

Part represented with hidden

lines in context of assembly

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Product Filtering Management for each View

Product Instances filtering for each view
Show/Noshow
Use/Unuse
Cut/Uncut
Color

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Modifying of Section, Detail and Auxiliary Profiles.

You will learn how to modify the geometrical properties of the definition
profile of Section, Detail and Auxiliary views..

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Why change the Profile?

The design of your parts or products will evolve with time. CATIA allows you to modify the
arrangement of views, and to modify the section, detail and auxiliary views to clarify your
drawings.

Original part

Original associated drawing

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New version of the part

Updated drawing, section view modified

79

Modifying Section View Profile (1/3)

Double click on the Section view callout to

open the Edit/Replace toolbar which
allows you to perform several kinds of
modifications.

2a

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Move the section profile : select the callout. Drag and drop at a
new location.

Select on the End Profile Edition icon to apply the modifications.

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Modifying Section View Profile (2/3)

Double click on the Section view callout to

open the Edit/Replace toolbar which
allows you to perform several kinds of
modifications.

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2b

Inverse the view direction : select the InvertProfile direction icon.

Select on the End Profile Edition icon to apply the modifications.

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Modifying Section View Profile (3/3)

1

Double click on the Section view callout to

open the Edit/Replace toolbar which
allows you to perform several kinds of
modifications.

2c

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Replace the profile : select the Replace Profile icon. Create

your new profile to replace the old one.

Select on the End Profile Edition icon to apply the

modifications.

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Modify Detail View Profile

1

Double click on the Detail view

callout to open the Edit/Replace
toolbar which allows you to perform
several kinds of modifications.

(a) Move the Detail profile : select the callout. Drag and drop it at the
desired location.
(b) Replace the Detail view : select the Replace Profile icon. Create
your new detail callout profile.

Select on the End Profile Edition icon

the modifications.

2a

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to apply

2b

83

Modifying Auxiliary View Profile

1

Double click on the Auxiliary view

callout to open the Edit/Replace
toolbar which allows you to perform
several kinds of modifications.

(a) Move the Auxiliary view profile : select the callout. Drag it to a new
location.
(b) Inverse the view direction : select the Invert Profile direction icon.

Select on the End Profile Edition icon

the modifications.

to apply

2a
2b

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Modifying a Section, Detail and Auxiliary

graphical definition.
You will learn how to modify the graphical attributes of the callout for Section, Detail
and Auxiliary views.

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Why Change the Graphical Definition ?

According to your or your customers needs, CATIA allows you to modify the graphical attributes
of Section, Detail or Auxiliary views. This allows you to clarify your drawings or to adapt them to
different standards.

Original associated drawing

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Modified associated drawing

86

Modifying Section View Graphical Definition

1

Select (or multi-select) the Section view

callout to modify Properties with the
contextual menu.

Select the Callout tab. Use the different

commands to customize the drawing.
Switches for predefined types of lines

Customize the line,

the extremities and
the anchor point

Customize the
arrows

Preview

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Once you have perform the

modifications click on OK to
validate.

87

Modifying Detail View Graphical Definition

1

Select (or multi-select) the Detail view callout to

modify and Properties with the contextual menu.

Select the Callout tab. Use the different

commands to customize the drawing.
Switches for predefined types of profiles

Customize the line

type and thickness

Preview

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Once you have perform the

modifications click on OK to
validate.

Customize the
arrows

88

Modifying Auxiliary View Graphical Definition

1

Select (or multi-select) the Auxiliary view

callout to modify and Properties with the
contextual menu.

Select the Callout tab. Use the different

commands to customize the drawing.
Switches for predefined types of profiles

Preview

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Once you have perform the

modifications click on OK to
validate.

Customize the
arrows

89

Modifying a Section Hatching Representation

You will learn how to Modifying a section Hatching Representation

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Why Change Hatching Pattern?

Hatching Patterns are changed to modify the default material that was assigned to
the 3D part or to accommodate the size of the part or the size of the view.

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Changing Hatching Pattern (1/2)

1

To change the steel cross

hatching to an aluminum
pattern.
2

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Select the hatching pattern

to modify. Select the
properties using the right
mouse button.

Activate the Pattern table

(see next page)

92

Changing Hatching Pattern (2/2)

4

Using the Next button, display

the Aluminum pattern. Select
it and select OK.

Select OK in the Properties

window.

The pattern is changed on the

section.

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To Sum Up
In this lesson you have seen

How to Edit properties for a view, sheet and drawing

How to add sheets to a drawing
How to manage views
How to duplicate generative geometry
How to modify Section, Detail and Auxiliary view profiles
How to modify Section, Detail and Auxiliary views graphical definition
How to modify section hatching

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Automatic Dimension Generation

You will create the automatic dimensions and balloons for a generative drawing

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What are Generated Dimensions ?

Generated dimension are dimensions that are created from existing 3D Part constraints
Sketcher constraints

Pad Definition constraints

The dimensions that are generated from the 3D part are
determined from the filter settings in the drafting options.
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Generated Dimensions ...

Dimensions can be generated with two different methods
Ways to Generate Dimensions
1- In One Step
2- Step by step
For each one you need to set up options

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One Step Dimensioning Options

Dimension Generation options are set on the Generation Tab within the drafting
options.

The allow automatic transfer between views only applies

when using the step by step method.
The analysis after generation provides valuable information on the
constraints found and the constraints generated.
Dimension Generation filter option allows you to choose what type of 3D
constraints will be included in the generation of dimensions. It is
recommended to have this setting on to assure desired dimensions are
generated.

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The Filter before generation option allows the selection of

desired views for the dimensions to be generated into.

98

Step by Step Dimensioning Options

The step by step options allow you to control the generation and modify the
dimensions one by one as the are visualized.

Up to End option stops the step by

step method and generates the
remaining dimensions in one step.
Number of dimensions generated
Next dimension generation

Trash
Visualization of dimensions to
be generated in 3D

Pause

Abort the dimension generation process

Transfer dimension to another view

Seconds between dimension generation

If the TIMEOUT option is not selected the Next arrow must

be selected for each dimension to be generated.

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Dimensioning Generation in One Step

2
1

Select the one step dimension

Select options from the analysis panel

Select the views that are to receive the dimensions

and set the filter option to generate all dimensions
and OK

generation icon

Constraints can be recovered by selecting

the Excluded constraints Icon and the
constraint to be recover from 3D geometry.

4
Dimensions are generated in the selected views. If none of the views
are selected the dimensions will generate is the most appropriate view
such that they will not have to be dimensioned anywhere else.
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Automatic Positioning of Generated Dimensions

Often when Dimensions are generated in one step they require repositioning. The
automatic positioning option does this operation in one step.
2
1

Select the view or views that require

the dimensions be repositioned

Select the Dimension Positioning

Icon or Tools + Positioning

Dimensions are rearrange automatically

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Dimensioning Generation Step by Step

1

Select the step by step dimension

generation icon and set the filter
option to generate all Dimension.

Select the NEXT icon to start the generation process with a 5

second delay between each dimension generated.

Select the pause and the transfer

option to relocate a dimension to
another view

4
5

Select the frame of the view that the dimension

is to be transferred to
Continue the generation process by
selecting NEXT icon again.
Select the trash icon to discard any
6
unwanted dimensions.

Pause
Transfer

The Pause can also be used to relocate

dimensions during the generation process.
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Finish the dimension generation by

selecting the up to end Icon and the
desired analysis options.
102

Dimension Interference Analysis

Dimension Interference can be analyzed if the dimensions
have been Generated from 3D or Manually created.
The analyze panel provides the following:
(A) Interfering Dimension list:
The interfering dimensions can be viewed as a whole list or a filtered to display an
optimized list
(B) Total number of elements in the current list:
As Dimensions are relocated the update switch will correct the total number of
dimensions that are poorly placed
(C) Number of the pointed element:
Each dimension that has an interference is assigned a number and this field
displays the number of the elements currently pointed at as an interfering element
(D) Scanner (Start, Before, Update, Next, End)
To navigate among the list of interfering elements
A
B
C
D

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Analyzing the Interference of Dimensions (1/2)

1

Make the view active that is

to be analyzed

Select Dimension Analysis Icon or the Tools + Analyze

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The interfering dimensions are automatically displayed in the red

orange color.

Select the Next arrow to begin scanning the

Interfering dimensions

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Analyzing the Interference of Dimensions (2/2)

5

Small circles allow visualizing the

interference location

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Move the Dimension such that it no longer interferes with

any element and select the update Icon

Continue the process until the dimension

interference is reduced to zero and OK to
close the panel

105

Balloons
Creates balloon annotations from the CATProduct information on an assembly
1

Activate the desired view and

Select the Balloon Icon

Example results:

Arrange the balloons as

needed after creation. You
can also change the Font
properties of the balloons as
needed.

To change the instance number, activate the

CATProduct properties of the desired part and
modify the instance number.
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Dimension Associativity
If one parent element of the dimension is deleted or deactivated, as soon as you update the drawing
(either 3D Generative or 2D Interactive drawing), the orphan dimension becomes purple on the
condition you activated the Analysis Display Mode

Update (
)the drawing in
accordance with the 3D, any non
associative dimension will
disappear.
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Colors can be customized using the Analysis Display

Mode option from the Tools toolbar or via Tools-+
Options (Drafting option to the left of the dialog box,
Dimension tab).

107

To Sum Up

In this lesson you have seen

How to create the automatic dimensions for a generative drawing
How to create the automatic dimensions for a generative drawing
using step by step
How to create the automatic balloon annotations for a generative drawing

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Finalizing the Drawing and Printing

In this lesson you will see how to update a drawing upon notification
that the part geometry has changed in 3D. You will also see how to add
a Title Block and print your drawing.

Checking Links to Solid 3D Part and Updating a Drawing

Adding a Title Block
Adding a BOM (Bill of Material)
Printing the drawing

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Checking for Changes

You will learn how to check the drawing for 3D changes in the Part

60
40

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Matching Drawing with Modified 3D Part

Watch out for the Update icon: if it is highlighted, it means that the drawing needs to
be updated to reflect the changes that were made on the 3D part it represents
1

Select the update icon to re-generate the view and

modify any dimensions

The red circle in the tree indicates that the 3D part is not loaded
If the part is not in the Part Design workbench, you can use
Edit + Links to check if both representations match.
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111

60

Checking Links to 3D Parts

To check if the drawing is up to date, you may have to load the represented part(s).
1

Select the Edit + Links menu

Select the desired view.

Select the Pointed Documents tab when you do not know the name of the 3D part.

Select the Open button to load the part automatically

If the modified 3D part has another name (new version number for example), you can use the Find
button to have your drawing pointing to it. You will still have to update it afterwards.
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Adding a Title Block

You will learn how to add a title block to the drawing

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Adding a Title Block (1/2)

1

Change to the sheet

Background with Edit +
Background menu

Select Insert + Drawing + Frame and

Title Block menu, to set the 2 main
frames

Note the blue axis is on the

sheet to indicate that you are
in the background

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Adding a Title Block (2/2)

4

(a)
(b)
(c)

Use the geometric tools (lines, circles, etc.) to draw the

title block
Use the Text icon and the Text Properties to fill in all
necessary information
Use a VB script to complete the Title block geometry
and text.

4a

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4b

When finished, do not forget to go back

to (select) Working View from the Edit
menu

3c

115

Changing Drawing size

Drawing size can be changed anytime in the drafting process.

Select File + Page Setup menu

Select the new size format, the desired orientation,

the sheets effected and OK.

While changing drawing size an option to insert a

Background view from another document is available.
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Adding a BOM (Bill of Material)

You will learn how to add a BOM (Bill of Material) to the
drawing

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Adding a BOM (Bill of Material) (1/2)

1

Change to the sheet

Background with Edit +
Background menu

Select Insert Bill of

Material icon
3

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From the Assembly, Select the Product

structure to which generate the BOM

118

Adding a BOM (Bill of Material) (2/2)

Select a location on the drawing to

position the BOM

Note: a BOM can be updated to reflect when a part is added or

deleted to the product structure
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Printing the Drawing

You will learn how to Print the drawing

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Printing a Drawing
From the File menu,
1. use Print to direct the drawing to the selected printer or plotter
2. use Preview button to check what will be printed

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Print User Interface

1) Printer: Select the printer or key in a file name to print to.
2) Position and Size: Define the position and size of the geometry on the page
3) Print Area: Define the area to print
4) Page Setup: Define the area to print
5) Print Options: Define the print options
1

2
3
4

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Printing Options
Three options tabs are provided for customizing the printed output

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To Sum Up ...

In this lesson you have seen

How to Check Links to Solid 3D Part and Updating a Drawing

How to Add a Title Block

How to Print a drawing

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124

Setting Drafting Options

You will learn how to set the sessions default drafting options

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What are Drafting Options?

There are primarily seven Drafting Option tabs that allow the user to
customize the drafting interface.
(1) General - Determine display of ruler, grid, background colors and
Tree Display
(2) Layout - Determine display of View name, scale, frame and
determines new sheet parameters settings
(3) Generation - Determines dimension and geometry generation
(4) Geometry - Aides to create geometry such as display of center
points, auto-detection for orientation, and constraint creation and
display
(5) Dimension - Position, Line-up dimensions and Analysis display mode
(6) Manipulators Turns on/Off the manipulators for dimension creation
or modification
(7) Annotation Turns on/off the controls for annotations

1
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General Options (1/2)

Set the following General options:

1) Show Ruler: In the OFF position the ruler along the top and left side of the screen will not be
displayed
2) Grid: With the Display turned ON and Snap to point turned ON. Adjust the Primary spacing
and graduations to aid in dimension placement.
3) Allow distortions: Allow you to change the scale of H and V on the grid

Example with Ruler ON

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Snap to Point and grid display can also be

controlled from the standard toolbars.

127

General Options (2/2)

Set the following General options:

1) Rotation: Allows to set the View

manipulator default rotation
angle

2) Colors: Allows easy identification

of a Detail sheet by altering
the background color
2

3) Tree: Allows parameters and

relations to be displayed in
the graph tree
3

4) View Axis: Provides a blue axis in

the view that is current

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Layout Options
Set the following view Layout options:
1) View name: Check that it is OFF since primary and projected view names are not normally necessary
2) Scaling factor: Check that it is OFF since primary and projected view scale will be declared on the drawing as a
global scale for the drawing
3) View frame: Turn on to easily understand which view is active and to quickly access view properties
4) Propagation of broken and breakout specifications: Allows the propagation a Broken or Break-out specification
during the creation of a projection or auxiliary view
5) Auxiliary and/or section views orientation according to profile: Allow the view axis to be orientation according to
profile
6) New Sheet : Allows the selection to determine where the sheet properties will be copied from and an option to copy
the background view

1
2
3
4
5
6
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Generation Options
Set the following view Generation options:
1

1) Geometry Generation: Allows the automatic

creation of axis, centerlines, thread
representation, fillet boundaries, hidden lines,
3D colors inheritance, project 3D wireframe
and set the view linetype
Threads are generated in top views,
side views and section views.
2

2) Dimension Generation: Allows dimensions to be

automatically positioned after generation, automatic
transfer between views and analysis of dimensions
that have been generated

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Time delay between dimension when using the step

by step method can also be set prior to starting the
generation process.

130

Geometry Options
Set the following view Geometry options:

1)

Geometry: Interactive geometry creates

circle and ellipse centers and end points
included with drag elements

2)

Constraint Creation : Allows for creation of

feature based constraints

3)

Constraint Visualization: Allows what

constraints will be visualized and the
constraints color and size

4)

Colors: Allows you to visualize and choose

colors for geometry elements

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Dimension Options

Before creating any dimensions, turn on the following Dimension options:

1)

Manual positioning at creation: allows

full freedom for dimension positioning.

2)

End dimension creation at line-up: use if

line-up is the last step in the normal
dimension creation process.

3)

Create associativity dimension

line/geometry: the distance between the
created dimension and the geometry
remains the same as set by the value.

4)

Associativity on 3D : a link can be

applied between a dimension and the 3D
part. As a result, when you update the
drawing, the dimension is automatically
re-computed. If you do not check this
option, when you perform the update,
you need to re-create the dimension
afterwards.

5)

Line-Up default: a default spacing

between dimensions when a Line-Up
and a reference dimension are selected

6)

Activate analysis display mode:

Displays dimension status of Non up-todate dimensions, Non associative
dimensions, converted dimensions,
Fake dimensions, Driving dimensions
6
and True dimensions
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1
2
3

132

Dimension Manipulators
Option to enable dimension manipulators to control the precise location or
properties during creation or modification of dimensions

3
4

5
6
7
1a

3a
4a

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Annotation Options
Annotation Option for
Text, Leader Text, and
GDT
Settings to choose the
leader default behavior
Stay Horizontal/Vertical
with leader creation
Free orientation

Ability to Swap the text or

GDT orientation during
creation
With the ctrl key,
swap from vertical to
horizontal
With the shift key,
free or lock
perpendicular the leader

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Drafting Page (Drawing) Settings

Menu File + Page Setup Properties:

Drawing
Standard

Drawing Size
and Orientation

Format: on/off

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To Sum Up
In this lesson you have seen

How to set drafting options using the Dimension,

Display, General, Generation, Geometry, and Layout
tabs
How to set the drafting page standards

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136

Drafting Visualizations
You will learn how to take advantage of visualization aids and
manage drafting visualization standards

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What are the Different Types of Visualization Aids or Standards?

Setting Company Standards
Extraction of Bends in dashed
lines for unfolded views

Thread Generation:

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3D Viewer

138

Managing Company Standards

The Standards File controls the representation of text and dimensions. Users
or administrators can use this file to create or modify a preferred company
style.

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Creating Threaded Holes Representation (1/2)

In Part Design Workbench, double-click on the

threaded hole

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Set the thread definition by selecting Thread

Definition menu

140

Creating Threaded Holes Representation (2/2)

Generate the views or update the existing views of the

part.

Threaded Hole
Representation

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Using the 3D Viewer

The 3D Viewer enables visualization of the 3D elements surface or
edge in the views that the element corresponds with

Select Tools + Analyze and select Show

Geometry in all Viewpoints

Move the cursor over a surface

in one of the views

Note the image in the 3D viewer

orients to this surface

The 3D viewer is only for previewing surfaces

and is not available in select mode
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Update Persistency of Generated Geometry With Graphical

Representation

Hide unwanted edges

Modify the part in any way such that the

views require an update

When the views are updated the hide state of the fillet
edges is maintained

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To Sum Up

In this lesson you have seen

How to set the Threaded hole representation

How to use the 3D viewer

How to update Persistency of generated geometry with Graphical Representation

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144

Saving a Drawing Document

You will learn how to save an Drawing Document

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Saving Drawing Documents

There are various ways to save a Drawing Document

Save will save the active drawing document

Save As... is similar to Save, but allows you to specify
the name and folder for the active document
Save All will propose saving all modified, open
documents and children of these document, but you
can control which documents actually get saved
Save All As identifies the state of ALL open
documents (new, modified, open but not modified),
allows you to select which documents to save and
allows you to specify the name and folder for these
documents

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Checking the Links to the 3D Part

When a generated drawing is saved, the link between each view and the original 3D part
is saved as well as Stored source.
To check the information stored , use the Edit + Links menu right after saving - this
might help prevent any surprises next time the document is opened:

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To Sum Up

In this lesson you have seen

How to save a drawing

How to check the links of a saved drawing

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148

To Sum Up
In this course you have seen
Introduction to the Generative Drafting Workbench
How to start a generative drawing and view generation
How to create any additional section, auxiliary, isometric
or exploded views
How to edit a views layout and properties
How to finalize a drawing and print
How to set the drafting options
How to set the drafting visualizations
How to save a drawing document and check the links

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