Pro/ENGINEER Wildfire 2.

Pro/PROCESS for Assemblies Help Topic Collection

Parametric Technology Corporation

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6,665,569 B1 2003 6,625,607 B1 2003 6,580,428 B1 GB2354684B GB2384125 2003 GB2354096 16-December23-September17-June-2003 02-July-2003 15-October12-November6,608,623 B1 19 August 2003 6,473,673 B1 29-October2002 GB2354683B 04-June-2003 6,447,223 B1 10-Sept-2002 6,308,144 23-October-2001 5,680,523 21-October-1997 5,838,331 17-November-1998 4,956,771 11-September-1990 4,310,615 21-December-1998 4,310,614 30-April-1996 4,310,614 22-April-1999 5,297,053 22-March-1994 5,513,316 30-April-1996 5,689,711 18-November1997 5,506,950 09-April-1996 5,428,772 27-June-1995

2003 6,608,623 B1 19 August 2003 GB2353376 05-November2003 GB2354686 15-October2003 6,545,671 B1 08-April-2003 GB2354685B 18-June-2003

5,058,000 15-October-1991 5,140,321 18-August-1992 5,423,023 05-June-1990

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Table Of Contents
Pro/PROCESS for Assembly ............................................................................. 1 Using Pro/PROCESS for Assembly .................................................................. 1 About Pro/PROCESS for ASSEMBLIES................................................................ 1 To Use Pro/PROCESS for ASSEMBLIES .............................................................. 1 Functionality with Other Modules ...................................................................... 2 Configuring for Pro/PROCESS for Assembly ..................................................... 3 About Configuring for Pro/PROCESS for Assemblies............................................. 3 To Set Pro/PROCESS for Assembly Configuration Options..................................... 3 curr_proc_comp_def_color .............................................................................. 3 curr_proc_comp_def_font ............................................................................... 3 display_comps_to_assemble............................................................................ 3 offset_line_def_color ...................................................................................... 4 offset_line_def_font ....................................................................................... 4 prev_proc_comp_def_color.............................................................................. 4 prev_proc_comp_def_font............................................................................... 4 Process Assemblies...................................................................................... 4 Basics of Process Assemblies ...................................................................... 4 About Process................................................................................................ 4 To Enter Process Mode.................................................................................... 4 To Display Process Status................................................................................ 5 To Create and Modify Step Parameters.............................................................. 5 To Set the Display of Process Components......................................................... 6 Operations on Components.............................................................................. 7 Accessing the MODIFY Menu Commands............................................................ 7 Using 3-D Notes with Process Steps.................................................................. 7 Creating Different Types of Process Steps .................................................... 8 About Process Assembly Steps ......................................................................... 8 Operations on Steps ....................................................................................... 8 To Create a New Step ..................................................................................... 9

Table Of Contents

To Change the Active Model............................................................................10 To Get Step Information ................................................................................10 To Play Process Steps ....................................................................................10 About the Assemble Step Type........................................................................10 Using the display_comps_to_assemble Configuration Option.............................11 To Create an Assemble Step ...........................................................................11 About the General Step Type ..........................................................................11 To Create a General Step ...............................................................................12 About the Reposition Step Type ......................................................................12 To Create a Reposition Step ...........................................................................12 About the Disassemble Step Type....................................................................13 To Create a Disassemble Step.........................................................................13 About the Reassemble Command ....................................................................13 To Reassemble Step Elements ........................................................................13 Fabrication Units ........................................................................................13 About Fabrication Units ..................................................................................13 To Create a Fabrication Unit ...........................................................................14 Exploding Assemblies..................................................................................15 Basics of Exploding Assemblies ..................................................................15 About Explode Functionality............................................................................15 To Create Exploded States .............................................................................15 To Unexplode an Assembly .............................................................................15 To Change the Explode Position ......................................................................15 Using Offset Lines with Exploded Assemblies ...............................................16 About Using Offset Lines in Exploded Views ......................................................16 Configuration File Options for Offset Lines......................................................16 To Create Offset Lines ...................................................................................16 To Modify Offset Lines ...................................................................................16 To Add or Modify Jogs in Offset Lines ...............................................................17 Documenting the Process ............................................................................17 Set and Change State ..............................................................................17 vi

Table Of Contents

To Set the Assembly State of the Current Process Model.....................................17 To Change the Assembly State in a View ..........................................................17 Create Customized Documentation.............................................................18 About Drawing Mode With Process Documentation .............................................18 To Create a View of a Process Step..................................................................18 To Control the Component Step Display ...........................................................18 Object Parameters in Drawings .......................................................................18 Modifying Exploded Views in Drawing Mode ......................................................19 To Modify an Exploded View in Drawing Mode ...................................................19 Modifying the Explode Positions in Drawing Mode...............................................19 Using the Configuration File Options to Change Color and Line Font......................19 Create Reports and Tables ........................................................................20 About Using Pro/REPORT for Assembly Process Drawings ....................................20 Tip: User-Defined Parameters in Tables............................................................21 Example: Creating a Report............................................................................21 Other Process Functions ..............................................................................22 About Working with Large Design Assemblies....................................................22 Simplified Representations ........................................................................23 About Simplified Representations in Process Assemblies .....................................23 To Create Simplified Representations ...............................................................23 Retrieving a Simplified Representation in a Process Assembly ..............................23 User-Defined Features..............................................................................23 About Process User-Defined Features ...............................................................23 To Create a UDF ...........................................................................................24 Get Information on a Process ....................................................................24 About Obtaining General Information ...............................................................24 BOM and Parts Lists ......................................................................................24 Exporting Process Plans Using Pro/WEB Publish .................................................25 Index ..........................................................................................................27

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Pro/PROCESS for Assemblies

Using Pro/PROCESS for Assembly

About Pro/PROCESS for ASSEMBLIES

Use Pro/PROCESS for ASSEMBLIES to create assembly process plans and serviceability documentation. Specifically, you can use it to complete the following tasks: Define the steps of the assembly fabrication process. Create a manufacturing BOM for each step in the process. Regroup components independent of the design assembly to model the fabrication structure accurately. Assemble tools and fixtures unique to a process step without affecting the design assembly. Perform time and cost estimates for the assembly fabrication. Create detailed drawings of each step in the process. Customize the display of each process step by defining multiple explode states with jogged explode-offset lines and by assigning different colors and line fonts to components based on their status in the step.

To Use Pro/PROCESS for ASSEMBLIES

1. Click File > New to create an assembly process file. 2. Click Assembly and Process Plan. 3. Enter the name for the process plan. 4. To create an assemble step or general step, choose Sequence > New Step > Assemble > Done. The Step dialog box opens. 5. To retrieve a model, click Add Model > Open. When creating the first assemble step, you retrieve the model for the design assembly to be fabricated. The design assembly appears on the screen in a phantom line font. The process assembly references the design assembly for placement of components and parameter information, but does not affect the design assembly. 6. Select components to be assembled directly from the screen or from the Model Tree. Notice that the line font of assembled components changes from phantom to solid. 7. Define additional elements (such as, description of the step, a simplified representation, explode state, and time and cost estimates) for defining the step. Explode-offset lines, showing how components fit together, are created in an explode state. 1

Pro/PROCESS for Assemblies Help Topic Collection

8. Click OK when all desired elements are defined. 9. Define additional steps by selecting New Step from the STEPSEQUENCE menu. The remaining unassembled components are displayed on the screen in phantom line font for selection during an assemble step. To show the status of components being assembled and disassembled, add the Process Status column to the tree tool. 10. While defining an assemble step, you can add additional fixtures and tools to the process assembly without affecting the design assembly. Click COMP SEL > Add Model. To place the fixture, use a drag and drop technique. To specify explicit assembly constraints such as mate and align, select PACKAGE > Finalize. 11. To replay the steps, select Play Steps from the ASM PROCESS menu. 12. Create detail drawings of the process assembly by adding the process assembly model to a drawing. After you add a model to the drawing, the Process State dialog box appears, listing the steps in the process assembly. You can select the desired step and a simplified representation or explode state, and then click OK. From the VIEW TYPE menu, select a view of the model in the specified step. 13. Use Pro/REPORT to create a manufacturing BOM for the step, which lists only the components assembled during the active step. The system lists a new set of report symbols, beginning with a prs prefix, unique to process steps. 14. When you create a view of another step, set the current step by selecting DRAWING > Views > Dwg Models > Set State. The system displays a dialog box. You can select a new step from the list through this dialog box. 15. Select Views from the DRAWING menu, and then Disp Mode and Process Disp to display components in different colors or fonts depending on their process status (that is, previously assembled or currently being assembled).

Functionality with Other Modules

The table below lists the functionality available when Pro/PROCESS for ASSEMBLIES is used with other Pro/ENGINEER modules. If you have... Pro/ASSEMBLY You can... Create and modify simplified representations. These simplified representations control the assembly components retrieved and displayed in your Pro/ENGINEER session. Set the step to be displayed in a view. Create tables in process drawings. Add sheets to drawings. Create and modify groups of steps.

Pro/DETAIL

Pro/FEATURE

Pro/PROCESS for Assemblies

Pro/REPORT

Copy steps. Create repeat regions in process drawings.

Configuring for Pro/PROCESS for Assembly

About Configuring for Pro/PROCESS for Assemblies

You can preset environment options and other global settings by entering the settings you want in a configuration file. To set configuration file options use the Options dialog box (Tools > Options). This help module contains a list of configuration options, in alphabetical order, showing for each option or group of related options: Configuration option name. Associated variables or values. The default values for the options are shown in italics. Brief description.

To Set Pro/PROCESS for Assembly Configuration Options

1. Click Tools > Options. The Options dialog box opens. 2. Click the Show only options loaded from file check box to see currently loaded configuration options or clear this check box to see all configuration options. 3. Select the configuration option from the list or type the configuration option name in the Option box. 4. In the Value box type or select a value. Note: The default value is followed by an asterisk (*). 5. Click Add/Change. The configuration option and its value appear in the list. A green status icon confirms the change. 6. When you finish configuring, click Apply or OK.

curr_proc_comp_def_color
Specify the default color used to display the current component in a process assembly.

curr_proc_comp_def_font
Specify the default font used on the current component in a process assembly.

display_comps_to_assemble
yesThe design model goes into memory and displays. Pick process components from the design model or the Model Tree.

Pro/PROCESS for Assemblies Help Topic Collection

noOnly the Model Tree displays components to assemble. Selected components go into memory.

offset_line_def_color
Specifies the color offset lines are displayed in drawings.

offset_line_def_font
Specifies the fonts offset lines are displayed in drawings.

prev_proc_comp_def_color
Specify the default color for components added to a process assembly in a previous step.

prev_proc_comp_def_font
Specify the default font for previously added components in a process assembly.

Process Assemblies
Basics of Process Assemblies

About Process
A process is a Pro/ENGINEER assembly that contains the features defining the process steps. It follows the naming convention process_name.asm. An assembly process has dependencies on one or more design assemblies and fixture models. The process object has a required (for Pro/PDM purposes) dependency on the assemblies that are assembled into it. If you assemble a part by selecting it from an assembly, the required dependency is relative to the assembly, not the part. However, if you assemble a single part by selecting the part directly from its part window, the required dependency is on the part. A process consists of all referenced assemblies and parts, as well as the sequence of steps that define the process actions: assemble, disassemble, reassemble, reposition and other steps related to fastening, preparing surfaces and so on. The system retrieves the process model in whatever state it exists before the start of the process (that is, without retrieving any components and without an active step). You must use the SET STEP menu to move to an active step. The system displays only those components required by the indicated step.

To Enter Process Mode

1. To create a new process, click File > New. In the New dialog box, click Assembly and Process Plan. To open an existing process, click File > Open and select an existing assembly process file. 2. For a new process, type the name for the assembly process file.

Pro/PROCESS for Assemblies

3. Select an option from the ASM PROCESS menu: o o o o o o o o o o o o o SequenceManipulate a process step (add, create, redefine, and so on) using the SEQUENCE menu. ComponentPerform component operations using the COMPONENT menu. Fab UnitCreate, modify, or delete fabrication units using the FAB UNIT menu. ModifyModify assembly or assembly component dimensions and features using the PROCESS MOD menu. Simplfd RepCreate, modify, or set simplified representations. Explode StateCreate and edit explode states using the EXPLODE menu. RegenerateUpdate modified part and assembly dimensions. Play StepsView assembly at individual steps of the process plan using the STEP REGEN menu. RelationsAdd and edit constraint equations. Set UpSet up additional process information. LayerPerform layer operations. ProgramAccess Pro/PROGRAM. IntegrateResolve differences between the source and target processes.

To Display Process Status

The system can display process status in the Info menu. Process Status describes the current status of the process assembly. Components can be listed as: Assembling (assembled by the current step) Not Assembled Disassembled

Note: Repositioned or reassembled components are listed as assembled. Top-level assemblies are listed as Design Only. 1. To display the Process Status, click Settings > Tree Columns. 2. Click column types from the left column in the box and move it to the right column.

To Create and Modify Step Parameters

You can create parameters for individual steps. Parameters in individual steps are similar to feature parametersthey exist for that step only. 1. Click ASM PROCESS > Set Up > Parameters.

Pro/PROCESS for Assemblies Help Topic Collection

2. The Parameters dialog box opens. Select the step from the list in the dialog box and click OK. 3. Click to create step parameters or click column headings to modify specific parameters.

To Set the Display of Process Components

The display of components in an assembly process can be set based upon their status in the assembly process. When a component is at a particular status, its line style will change. Using alternate line styles for displaying components as you create your assembly process can help to differentiate one component from another. 1. Click View > Model Setup > Process Display to open the PROCESS COMPONENT DISPLAY dialog box. Here you can modify the display method used for the different status levels of a component in your assembly process. 2. Set a line style for components at each of the following status levels: o o o Previous ComponentsComponents in the process that have already been assembled as part of an existing step. Current ComponentsComponents that are active in the current assembly step. Unused ComponentsComponents that have not yet been used in the assembly process or have been previously disassembled.

3. You can select a different display setting for each component at two different display stages: o Process DisplayComponent display for all other operations in the assembly process including playing steps, modifying components, and redefining steps. Selection DisplayComponent display when defining steps in the assembly process.

4. The component display can each be set to any of the following line styles: o o o o o o o Current EnvironmentCurrent setting for that component status and stage. PhantomPhantom line font. BlankBlanked from the display. WireframeWireframe model. Hidden LineHidden line style. No HiddenNo hidden lines. ShadeShaded model.

Pro/PROCESS for Assemblies

Note: Clicking Use Defaults in the PROCESS COMPONENT DISPLAY dialog box sets the Previous Components and Current Components status for both display stages to the Current Environment setting. The Unused Components status for Process Display is set to Blank, while the setting for Selection Display is Phantom. Clicking Minimize Repaints overrides all Process Display settings with those for Selection Display. Using identical settings for the display stages will minimize the repaints required after defining a step and redisplaying the process assembly. Display settings for specific components as well as a component's layer status override any process display setting for that component.

Operations on Components
1. Click ASM PROCESS > Component. 2. Select an option from the COMPONENT menu: o o o o o PackageMove packaged components that are not in the design assembly. DeleteDelete components and their children from the assembly. RedefineRedefine one of the component constraints. RerouteReassign component references. ReplaceReplace an existing component with another one.

Accessing the MODIFY Menu Commands

To access the MODIFY menu: 1. Click ASM PROCESS > Modify. 2. Choose a command from the PROCESS MOD menu: o o o o o Mod Part Modify a part. Mod Skel Modify a skeleton model. Mod SubasmModify a subassembly. Mod AssemModify an assembly. Mod DimModify dimensions.

Using 3-D Notes with Process Steps

The display of 3-D Notes depends on the display of the step to which the note belongs. When a step is active or is being used in a drawing step, the system displays a 3-D note created for the step. When the step is no longer displayed, the

Pro/PROCESS for Assemblies Help Topic Collection

note also disappears. Creation of 3-D notes is the default when creating a note in a step. 3-D notes can be displayed by selecting them from the screen or from the model tree. They are displayed only when their step is active, even if their status in the tree is Shown. You can erase only the 3-D notes that belong to the active step.

Creating Different Types of Process Steps

About Process Assembly Steps

Process steps describe the actions used to assemble the product. You activate a step by selecting it in the Process window. You can only have one active step at any time. The graphics window displays the assembly in the state created by the active step. Process step types are: Assemble, Disassemble, Reassemble, Reposition, and General. Unused components are not displayed during general, reposition, and disassembled steps.

Operations on Steps
To access operations on steps, click ASM PROCESS > Sequence. The STEP SEQUENCE menu opens with the following commands: New StepCreate a new step. Opens the STEP TYPE menu with the following commands: o o o o o AssembleCreate an assemble step. Disassemble Create a disassemble step. Reassemble Create a reassemble step. Reposition Create a reposition step. General Create a general step.

CopyCopies steps. DeleteDelete steps using options in the DELETE/SUPP menu. Choose from the options o o o NormalDelete steps by selecting them from the Select Step dialog box. ClipDeletes the selected entity and everything after it in the process. UnrelatedDeletes everything but the selected entity.

SuppressSuppress steps using options in the DELETE/SUPP menu. ResumeResume suppressed steps using options in the RESUME menu. Choose from the options: o o AllResumes all suppressed steps. LayerResumes the steps on current layer.

Pro/PROCESS for Assemblies o o

Last SetResumes the last set of suppressed steps. Feat IDEnters a step ID to resume.

Step LibraryGroup steps together into a UDF. GroupCreate steps from UDFs. RedefineRedefine a step. ReorderReorders steps. Insert ModeActivate or cancel Insert Mode.

To Create a New Step

1. Click Asm Process > Sequence > New Step. 2. Choose the type of step from the STEP TYPE menu: Assemble, Disassemble, Reassemble, Reposition, or General. Click Done. 3. The Step dialog box opens. Define the following elements in the dialog box: o ComponentsSelect components for the process step (standard components, fabrication units, cable features, pipe features, tools/fixtures, and bulk items). Indicate the type of component and select one or more. You can add components of another type. You must choose at least one component to create a valid assembly step. Note: When you select components, the system assumes that the top level model is the one you used for the last assemble component selection (the active model). o Description (optional element)Type the description of the process step. You can enter multiple lines of text. Enter a new description in the Step Description dialog box. You can import text files into the Step Description dialog box, so you can reuse information from another step, or import a standard text template. Simplfd Rep (optional element)Use the View Manager to select or create the simplified representation to be used when displaying this step. The default is the currently set simplified representation. Explode State (optional element)Select an explode state to be used when displaying this step. The default state is No Explode. Use the SELSTATE menu, with the Create and No Explode commands added. ViewSet up the orientation of the model using the Orientation dialog box. Click Set to associate the view to the current step. Time Estimate (optional element)Specify the estimated time to perform this step, in hours. Cost Estimate (optional element)Specify estimated cost to perform this step. Enter a value or write a relation to calculate it.

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4. After you defined all required and any optional elements, click OK in the dialog box.

To Change the Active Model

1. Click Sequence > New Step > Assemble > Done. 2. You can select from the active assembly (displayed in phantom line font) or click Add Model to retrieve a model other than the one that is currently active.

To Get Step Information

You can obtain information about a particular step. 1. Choose the Info > Process Step. 2. Select a step from the Select Step dialog box. 3. The system displays an Information window, containing the following: o o o o o o o o Step number and type References and reference type Abbreviated description of the step description Time estimate Cost estimate Simplified representation name Explode state name Full description

When you show the status of components in the design assembly, you can add a column in the model tree called Process Status, which lists the current status of all components (that is, assembled, not assembled, assembling, and so on).

To Play Process Steps

1. Click ASM PROCESS > Play Steps. 2. Select an option from the STEP REGEN menu: o o o o Set StepSelect a step from the Process window. Previous StepRoll model back one step. Next StepShow the model one step forward. InfoDisplay information for the current step and operation.

Assemble Step Type

About the Assemble Step Type

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Use the Assemble step to assemble parts, entire assemblies, and individual components from reference assemblies into the process assembly. You specify the component type prior to the selection process. If you are assembling individual components from an assembly, you must place them in the process assembly if they are the first ones being placed from that assembly. This step type adds a new occurrence of the component to the BOM. To specify the reference components, you select them from a model window. The last model window that you used to select components is the active window. If the object in the active window is an assembly, you must specify the components in the assembly to be assembled in this step. You can also specify components to assemble by selecting them in an already partially assembled reference assembly that has either not been assembled yet, or has been disassembled. When you select components in the process assembly, the system turns on the display of those components. If you have added components without retrieving a reference assembly', use the tree tool the logical view of the process assembly to choose the components. If you activate a model that is already partially assembled in the process, you can choose to assemble a new occurrence of the top-level component or continue assembling components from the already assembled occurrence. If a simplified representation of the process assembly is active, you can assemble a simplified representation of another assembly or part into it using the SELECT REP menu. This is similar to the functionality in Assembly mode, where you can assemble a simplified representation of a component into a simplified representation of the top-level assembly.

Using the display_comps_to_assemble Configuration Option

You can use a configuration option display_comps_to_assemble to enhance performance when working with complex assemblies. When you set this option to no (default is yes), you can select design assemblies and components from the Model Tree without displaying them on the screen until they are selected. If no geometry exists in the process assembly (no features or components are yet created or assembled, or all components have been disassembled), the system, the system places the component being assembled in the default orientation and location (similar to assembling the first component of an assembly). If geometry exists, the system provides the Package functionality to enable you to place the component.

To Create an Assemble Step

1. Click ASM PROCESS > Sequence > New > Assemble > Done. 2. The Assemble dialog box opens. Define the elements in the dialog box.

General Step Type

About the General Step Type

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You use the General command in the STEP TYPE menu to create steps for miscellaneous operations such as painting, cleaning, gluing and so on. Process steps, similar to features, consist of a set of elements and can have geometric references.

To Create a General Step

1. Click ASM PROCESS > Sequence > New Step > General > Done. The STEP: General dialog box opens. Define the Type element by selecting from a list containing all default types as well as any user-defined types that exist in the current model (Caulk, Clean, Drain, Fill, Inspect, Lubricate, Paint, Torque, Verify). Click Done. If you select New Type, all elements reset to default values, and you must enter the name for the step. 2. Define any optional elements in the dialog box. 3. Click OK.

Reposition Step Type

About the Reposition Step Type

Using the Reposition step type, you can reposition a previously assembled component in the process assembly. You select the component from the process assembly and move it using the Package functionality. You can only select components that are currently part of the process assembly. If you pick a component that is part of a fabrication unit, the entire unit is selected.

To Create a Reposition Step

1. Click ASM PROCESS > Sequence > New Step > Reposition > Done. 2. The STEP:Reposition dialog box opens. Define the following required elements: o ComponentsSelect components for the process step (standard components, fabrication units, cable features, pipe features, weld features, tools/fixtures, and bulk items). You pick the components from the process assembly. You must choose at least one component to create a valid reposition step. You can only select components that are currently part of the process assembly. PositionReposition selected components using the Package interface. This defines the transformations for the components. Only components defined by the first element may be repositioned. Only one Package operation is allowed per step. All of the components will be repositioned together.

3. Define any additional elements. 4. Click OK.

Disassemble Step Type

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About the Disassemble Step Type

Use the Disassemble command in the STEP TYPE menu to disassemble components that are already assembled. Select components from the process assembly. If you want to move the assembly to a different work cell or fixture, you can disassemble all components. Disassembling a component does not remove the model from the process assembly.

To Create a Disassemble Step

1. Click ASM PROCESS > Sequence > New Step > Disassemble > Done. 2. The Disassemble dialog box opens. Select components to disassemble. You can only select components that belong to the process assembly. If you select a component that belongs to a fabrication unit, the entire unit is selected. 3. Define any optional elements. 4. Click OK.

Reassemble Step Type

About the Reassemble Command

Use the Reassemble command in the STEP TYPE menu to reassemble previously disassembled components. Using the Reassemble step does not add another instance of the selected model to the BOM. If you want to add another occurrence of the component to the BOM, use the Assemble step. You only reassemble components that you have disassembled. Therefore, only components that have been disassembled are available for this step. Since you assembled the selected components in a previous step, you do not have to specify a component type. You need to reconstrain all components that you select for this step using the COMP/FAB menu.

To Reassemble Step Elements

1. Click ASM PROCESS > Sequence > New Step > Reassemble > Done. 2. The STEP:Reassemble dialog box opens. Select components to reassemble. 3. Define any optional elements. 4. Click OK.

Fabrication Units

About Fabrication Units

Fabrication assemblies are representative of what is actually manufactured and shipped. These assemblies differ from design assemblies in that they also include components that are used for shipping purposes only, as well as components that represent documentation and other support material. For example, a pipe assembly

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often contains cap parts to protect the open-ended assembly from damage until it is assembled into a higher level fabrication assembly. With Pro/PROCESS for ASSEMBLIES, you can use fabrication units to avoid permanently affecting the design assembly structure. You can create modify, and delete information about fabrication units using the Fab Unit command in the ASM PROCESS menu. Fabrication units are groups of components that you use to create a process plan showing the actual build Bill of Materials (BOM). They appear in the process BOM as individual components. You can use a fabrication unit as a component in an assemble step, which assembles all of the components in the fabrication unit simultaneously. The system considers them to be one unit for explode, simplified representations, Bill of Materials, and so on. You can also select them for the other step types (disassemble, reposition, and so on). Pro/ENGINEER considers the groups of components comprising the fabrication units to be one unit throughout the process plan, you should create them before you use any of the components in a process step. You can create them even if some of the components are already in the plan; however, you should redefine that step and assemble the fabrication unit instead of the individual component. The fabrication unit cannot include a component that is used in one assemble step and a component that is used in another. When working with fabrication units, consider the following: Fabrication units do not include placement constraints. The fabrication unit may include components that have not been assembled yet; you add the placement constraints for these components when you assemble the fabrication unit into the process. A fabrication unit contains components from a single assembly in the process. The components may come from multiple levels of that assembly, but there must be a single assembly that ties them all together. You can have multiple occurrences of the same fabrication unit. If there is more than one other occurrence, the system highlights them one at a time and asks you to select one. The process BOM and parts list catalogs each occurrence of a fabrication unit. Fabrication units are listed in the manufacturing BOM as a unit. However, the BOM does not list all components that belong to that unit.

To Create a Fabrication Unit

1. Click ASM PROCESS > Fab Unit > Create. 2. Enter the fabrication unit name. 3. Retrieve the top level design assembly to define the fabrication unit. 4. The top level assembly appears in a phantom font. You can now select components similarly to adding components to a process step.

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Exploding Assemblies
Basics of Exploding Assemblies

About Explode Functionality

In Process mode (as in Assembly mode), you can create exploded states to define the exploded positions of all components. For each exploded state, you can change the explode locations of components, create explode offset lines, and toggle the explode status of components. To access the Explode functionality, click View > View Manager and click Explode. You can define multiple exploded states for each assembly, and then explode the assembly using any of these exploded states at any time. You can also set an exploded state for each step of the process plan and each drawing view of an assembly. The default exploded state positions each component based on its placement constraints. To create other exploded states, you position components using the mouse cursor to drag components.

To Create Exploded States

Use the View Manager to set the explode position of components. 1. Click or View > View Manager. The View Manager dialog box opens.

2. Click Explode. 3. Click Properties . 4. Click Edit Position. The Explode Position dialog box opens.

5. Select Motion Type of the explosion. 6. Select the component to explode and drag it to a new position. 7. Continue selecting components and dragging them to desired explode positions. 8. Click OK to complete to complete explode positions and return the View Manager.

To Unexplode an Assembly
To unexplode an assembly, click View > Explode > Unexplode View.

To Change the Explode Position

Use the View Manager to change the explode status of components in your assembly. 1. Click or View > View Manager. The View Manager dialog box opens.

2. Click the Explode tab.

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3. Click Properties and select a model. 4. Click Or 1. Select an exploded state. 2. In the View Manager, click Edit > Redefine. The MOD EXPLODE menu opens. Click Expld Status. 3. Select the required components to be toggled. Toggle Status.

Using Offset Lines with Exploded Assemblies

About Using Offset Lines in Exploded Views

You can use offset lines to show how exploded components align when they are in their final positions, and then modify or delete them when editing an exploded state. They display in a dashed font. Offset lines are composed of three straight segments. You determine the direction of the end segments by selecting references (parallel to an edge or curve or normal to a surface), and the middle segment connects the two end segments.

Configuration File Options for Offset Lines

In the configuration file, you can set the default color and font style for offset lines created for exploded views. The following options are available: offset_line_def_font offset_line_def_color

To Create Offset Lines

1. Click View > Explode > Offset Lines > Create. 2. Select a pair of start and end anchor points (on an axis, surface, edge, or the center of an arc).

To Modify Offset Lines

You can modify offset lines by: Adding, moving, or deleting jogs Changing line font Changing line color

1. Click View > Explode > Offset Lines. 2. Choose one of the options in the OFFSET LINES menu: o ModifyMove, add, or delete a jog.

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Pro/PROCESS for Assemblies o o o

DeleteDelete an offset line. Mod Line StyleSelect a line to modify using options in the Line Style dialog box. Set Def StyleSet a new default line style and color using options in the Line Style dialog box.

To Add or Modify Jogs in Offset Lines

You can create offset lines with multiple jogs. You can also move as well as delete the jog points. 1. Click View > Explode > Offset Lines > Modify. 2. Select an offset line to modify. 3. Select an option from the EXPL LINES MODIFY menu: o o o MoveMove a jog point. Add JogsAdd a jog to the lines. Delete JogsDelete a jog by selecting a jog point.

Documenting the Process

Set and Change State

To Set the Assembly State of the Current Process Model

1. Click VIEWS > Dwg Models > Set State. 2. The Process State dialog box appears with the current process state, explode state, and simplified representation selected in the lists. The Process State dialog box contains a scrollable tree tool that displays the process assembly sequence. You can select a step to show in the view. If simplified representations are available, you can select one from the drop-down list. You can also select an exploded state from the drop-down list.

To Change the Assembly State in a View

After you have created and placed a drawing view, you can change the process assembly state shown in that view. 1. Click VIEWS > Modify View > View State. 2. Select a view of a process model. The system displays the Process State dialog box with the process state, explode state, and simplified representation used in the view selected in the lists. 3. Select a new assembly state. When you change the process state, explode state, and/or the simplified representation, the system uses that model when creating new views.

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Create Customized Documentation

About Drawing Mode With Process Documentation

In Drawing mode, you can create customized documentation for the assembly process. You can add views for each step and control the display of a component based on its status in the step. You can also create report tables using Pro/REPORT. To create views of a process at a particular step, you must first select a process assembly in session and then select a process step from a list. The system creates a default view of the process at that step. In Drawing mode, you can also do the following: Create an exploded state in the context of the drawing (if you have not already exploded the process assembly at that process step, or if the explode is not appropriate for that view). The system stores the explode information in the drawing. Control how the system displays the components in the process assembly in the drawing view. Click View > Drawing Display > Component Display to open the MEMB DISP menu to define the display colors and fonts. For example, you can display all assembled components in neutral gray, dashed font, and all components that you are assembling in red, solid font.

To Create a View of a Process Step

1. In Drawing mode, click DRAWING > Views > Dwg Models > Add Model. 2. Select the process model. The Process State dialog box opens. 3. Using the Process State dialog box, select a process step, an exploded state, or a simplified representation for that step. Note: An existing drawing sheet can be used as a template to format new sheets in a process drawing. The formats and views of the current sheet are used as a template for a new sheet in the drawing. 4. Continue to define a view as you do for regular drawings.

To Control the Component Step Display

1. Click DRAWING > Views > Disp Mode > Process Disp. 2. The Component Step Display dialog box opens. This dialog box allows you to determine component display status according to whether or not the component is referenced in the current step. Change the display of the selected component.

Object Parameters in Drawings

You can use object parameters in your assembly process drawings as you would any other object parameters. The object parameters can be used in drawing notes just as you would with other drawings. In particular, you may want to include the step description in your drawings. This description can be included as a note which contains the following object parameter:

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&description:FID_# Where # is the feature ID for the step you are documenting.

Exploded Views in Drawing Mode

Modifying Exploded Views in Drawing Mode

In Drawing mode, you can edit explode positions and offset lines by clicking on the VIEW MODIFY > Mod Expld. The system stores these changes in the drawing, not in the assembly or process model. A drawing may use an explode state from an assembly or a process. The drawing references the assembly or process exploded state as long as the reference is valid. The reference is no longer valid if you modify the explode from inside the drawing. When this happens, the system copies the exploded state into the drawing and removes the reference to the assembly exploded state.

To Modify an Exploded View in Drawing Mode

1. Click VIEW MODIFY > Mod Expld. 2. Select a view to modify. 3. Choose an option from the EXPLD STATE menu: o o o o CreateCreate an exploded state for this view. Set CurrentSet the current state as default. CopyCopy an exploded state. RedefineRedefine an exploded state. Choose Position to change the explode positions, or Expld Status to change the exploded status.

Modifying the Explode Positions in Drawing Mode

You can use the Mod Explode command in the VIEW MODIFY menu to modify explode positions. You can change the explode position of components and you can toggle the explode status of components to be exploded or unexploded. Changes made from this menu become part of the drawing; they do not affect the process assembly. Note: In steps that have components as references, you can control the display of components based on their status in the current step using options in the DISP MODE menu.

Using the Configuration File Options to Change Color and Line Font
You can set the default color and line font for models in drawing mode. All options are available as keywords in the configuration file. Color is user-defined by percentages of red, green, and blue. For previously assembled components in the step, set the following variables:

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prev_proc_comp_def_font prev_proc_comp_def_color

For components assembled in the step that is active in the current view, set the following variables: curr_proc_comp_def_font curr_proc_comp_def_color

Create Reports and Tables

About Using Pro/REPORT for Assembly Process Drawings

There are special Pro/REPORT parameters that you can use to create a custom table detailing the assembly process. An entire list of available system parameters appears in the following table. Parameter Name &prs.actstep.comp.name Definition Lists the names of all assembly components in the currently active step.

&prs.actstep.comp.param.name Lists the names of all parameters for each assembly component in the currently active step. &prs.actstep.comp.param.value Lists the values of all parameters for each assembly component in the currently active step. &prs.actstep.comp.type Lists the method of assembly for each component in the currently active step.

&prs.actstep.comp.User Defined Lists the values of any user defined parameters for each assembly component in the currently active step. &prs.actstep.desc &prs.actstep.name &prs.actstep.number &prs.actstep.param.name Lists the descriptive phrase of the currently active step. Lists the name of the currently active step Lists the currently active step number. Lists the names of all parameters associated with the current assembly model. Lists the values of all parameters associated with the current assembly model. Lists the names of all parameters i t d ith th t ti t

&prs.actstep.param.value

&prs.actstep.type

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associated with the current active step. &prs.actstep.User Defined &prs.step.comp.name &prs.step.comp.param.name Lists the values of any user defined parameters in the currently active steps. Lists the names of all components for each step displayed in your drawing. Lists the names of all parameters for each assembly component for each step displayed in your drawing. Lists the values of all parameters for each assembly component for each step displayed in your drawing. Lists the type of component being assembled for each step displayed in your drawing. Lists the values of any user defined parameters for every assembly component displayed in your drawing. Displays the descriptive phrase of each step shown in your drawing. Displays the name of each step shown in your drawing. Displays the all step numbers for every step in your drawing. Lists the names of all parameters associated with the steps displayed in your drawing. Lists the values of all parameters associated with the steps displayed in your drawing. Lists the methods of assembly being used for each step displayed in your drawing.

&prs.step.comp.param.value

&prs.step.comp.type

&prs.step.comp.User Defined

&prs.step.desc &prs.step.name &prs.step.number &prs.step.param.name

&prs.step.param.value

&prs.step.type

Tip: User-Defined Parameters in Tables

An item's parameters can also be used in a Pro/REPORT table as a user-defined parameter. For example, the COST parameter of a part can be used as a userdefined parameter in a Pro/REPORT table as &prs.step.cost_estimate even though a system-defined Pro/REPORT parameter called &prs.step.cost_estimate does not exist.

Example: Creating a Report

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When creating a report, it is important to consider the structuring of the symbols in the report. Pro/REPORT parameters used in Pro/PROCESS for ASSEMBLIES are based upon either the current step in the drawing or all steps in the drawing. Pro/REPORT provides information based upon a hierarchy of specifications proceeding from left to right. In the example, the parameter &prs.actstep.number provides the step number of the step in your assembly process that is currently set as the active model. Similarly, &prs.actstep.type gives the assembly method used in just the active step. The parameter &prs.actstep.comp.name provides the names of all assembly components used in the active step. &prs.actstep.number &prs.actstep.type 2 2 ASSEMBLE ASSEMBLE &prs.actstep.comp.name 8_PORT 2_PORT

The table in the next example illustrates the slight differences between similar parameters &prs.step.number 1 2 2 &prs.step.type REPOSITION ASSEMBLE ASSEMBLE &prs.step.comp.name BASE 8_PORT 2_PORT

In this case, instead of using the parameter &prs.actstep.number, the &prs.step.number parameter is used. This parameter behaves differently than the other. While the &prs.actstep.number parameter specifies the name of the step number, the &prs.step.number parameter lists the step number for all models in your drawing, regardless of which model is the current one. This parameter is used to list report information for all steps in a drawing with multiple models. The same principle can be applied to the other two report parameters.

Other Process Functions

About Working with Large Design Assemblies

There are a number of ways to work effectively with large design assemblies. Use simplified representations Retrieve the earliest step Note: Retrieving the earliest desired step when retrieving a process assembly limits the number of components retrieved into memory because only those components required for the process step are retrieved and displayed. All components of the design assembly are retrieved when adding a new step. Set appropriate configuration options

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Simplified Representations

About Simplified Representations in Process Assemblies

Simplified representations are used to improve visual clarity and performance. They are used to simplify the process assembly by excluding or substituting components for all steps, or to simplify only the current state (that is, step). Simplified representations of the design assembly can also be used when creating assemble steps in the process assembly.

To Create Simplified Representations

You can define a simplified representation for a process assembly. 1. Click or View > View Manager. The View Manager opens.

2. Click Simp Reps 3. Click New to create a new simplified representation. You can specify a simplified representation for particular step while defining or redefining the step. 1. While defining a step with the STEP dialog box, click the Simplfd Rep element and Define. 2. The View Manager opens. Click New to create a new simplified representation.

Retrieving a Simplified Representation in a Process Assembly

You can define a simplified representation of the process assembly before adding the design assembly to the process. Then, when you work with the process assembly, you can use the View Manager to add a model to the process. Note: Components excluded in the design assembly do not appear on the screen in phantom line font but appear in the Model Tree of the assembly where they are selected.

User-Defined Features

About Process User-Defined Features

You can create and store a user-defined feature (UDF) of one or more General process steps the same way you would create a standard UDF in Part mode. You pick the step(s) to include in the UDF, and enter reference prompts, variable elements, and other data. With a license for Pro/PROCESS for ASSEMBLIES, Pro/ENGINEER provides a standard library of common process steps: Caulk Clean Drain Fill

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Inspect Lubricate Paint Torque Verify

You can customize the library by adding your own steps or changing the definition of the steps provided.

To Create a UDF
1. Click SEQUENCE > Step Library. 2. Group steps together into a UDF.

Get Information on a Process

About Obtaining General Information

Using the Info command in the main View menu, you can access general information concerning mass properties, Bill of Materials, measure, and so on. To obtain process-specific information such as cost, time estimates, and component usage lists, use the Process Sequence command in the Info menu. The Information Window contains the textual information from the process sequence, including the description and type of each step, all attribute names, and the corresponding values. Using these commands, you can access an Information window that displays the complete process sequence. It includes information such as the step type, description, all attributes, and their values. The system saves this information to a file as it is displayed, so you can print it without actually stepping through all of the steps.

BOM and Parts Lists

To show which components and tools are required to complete a step or group of steps, you can create and export (to a file or print) a parts list based on Assembly Status (current, previously assembled, and so on.) and Component Type (Design, Fixture, Bulk Item, and so on). You can use the following possible formats, and switch between them: Indented list to show hierarchy, as in simplified representations Current BOM format Flat list with no hierarchy, just a list of components

You can create the list based on a step or a group of steps. To create the list for a list of steps, define the subset by entering numbers separated by commas or hyphens.

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Exporting Process Plans Using Pro/WEB Publish

With a license for Pro/WEB PUBLISH is available, the process steps created using Pro/PROCESS for ASSEMBLIES can be exported for viewing on the World Wide Web.

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Index
3 3-D notes steps with .................................. 8 3-D notes ..................................... 8 A assemble step type .......................12 assembly process accessing ................................... 4 creating ..................................... 1 assembly process........................1, 4 Assembly process drawing Parameters................................22 Assembly process drawing..............22 B BOM getting information .....................26 BOM...................................... 26, 27 D disassemble step ..........................14 Drawing mode component display .....................21 Drawing mode ........................ 20, 21 E explode functionality .....................17 exploded assembly unexploding ..............................18 exploded assembly........................18 exploded states creating ....................................17 modifying postion.......................18 exploded states ...................... 17, 18 exploded views in drawing mode modifying..................................21 exploded views in drawing mode .....21 F fabrication unit creating ....................................17 overview ...................................15 fabrication unit ....................... 15, 17 G general steps description ................................13 user-defined features..................26 general steps.......................... 13, 26 L large design assemblies .................25 O offset lines in explode views modifying..................................19 offset lines in explode views ...........19 P parameters creating for individual process steps6 use in drawings..........................21 parameters .............................. 6, 21 parts lists getting information .....................26 parts lists............................... 26, 27 Pro/WEB Publish ...........................27 process assembly 27

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changing the active model ...........11 using 3-D notes in ....................... 8 process assembly...................... 8, 11 process components operations.................................. 7 setting display of......................... 6 process components ....................6, 7 process status displaying .................................. 5 process status ............................... 5 process step general step ..............................13 reassemble step.........................15 process step........................... 13, 15 process steps

assemble step............................12 create views ..............................20 creating ....................................10 disassemble step........................14 getting information about ............11 operations on ............................. 8 playing .....................................11 reposition step ...........................14 process steps ..... 8, 10, 11, 12, 14, 20 S simplified representations create.......................................25 simplified representations...............25 step parameters ............................ 6

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