Introduction to Creo Parametric 4.

0 –
Fundamentals
Overview
In this course, you will focus on learning core modeling skills. Topics include
understanding the interface and basic Creo Parametric concepts, selecting and
editing, sketching and sketcher tools, and basic feature creation. This course also
includes a comprehensive design project that enables you to practice your new skills
by creating realistic parts. After completing this course, you will be well-prepared to
work effectively on product design projects using Creo Parametric.
You will complete Pro/FICIENCY skills assessment questions for each topic. These
questions are used to help reinforce your understanding of the course topics.
This course has been developed using Creo Parametric 4.0.

Course Objectives
 Learn the basic Creo Parametric modeling process
 Understand Creo Parametric concepts
 Learn how to use the Creo Parametric interface
 Select and edit geometry, features, and models
 Sketch geometry and use tools
 Create sketches for features
 Create datum planes and datum axes
 Create extrudes, revolves, and profile ribs
 Utilize internal sketches and embedded datums
 Create sweeps and blends
 Create holes, shells, and drafts
 Create rounds and chamfers
 Complete the comprehensive design project

Introduction to the Creo Parametric Basic

Modeling Process
Module Overview:
In this module, you learn about the basic modeling process that is typically used to
scope, model, assemble, and document a Creo Parametric solid model. This simplified
process is fundamentally used at most companies, although your specific company
 process may differ. The process is supported throughout the course modules and
again followed in a course project.
This module also introduces you to various fundamental Creo Parametric concepts,
including feature-based modeling and associativity between part models, assemblies,
and drawings. You will learn more details about these and other concepts in
subsequent modules.
Objectives:
After completing this module, you will be able to:
 Prepare for a part model design by scoping the design parameters of an adjoining part.
 Create a new part model by following the required design parameters.
 Create an assembly by assembling the new part model with existing part models.
 Create a 2-D drawing of the new part model that includes views, dimensions, and a
title block.

Creo Parametric Basic Modeling Process

Preparing for Part Model Design
Before you create a new part model design, it is often necessary to acquire information
about the components that surround it in an assembly. Consequently, you may want to
open and inspect these parts before beginning the new design. At your company, this
preparation stage may occur at the same time as the new part model design, or it may
not occur at all. In either case, establishing knowledge of adjoining parts can be helpful
in the new part model design.

Figure 1 – Preparing for Part Model Design

 Creating a New Part Model
A new part model accurately captures a design from a concept through solid feature-
based modeling. A part model enables you to graphically view the product before it is
manufactured. A part model can be used to:
 Capture mass property information.
 Vary design parameters to determine the best options.
 Graphically visualize a model before it is manufactured.

Figure 2 – Creating a New Part Model

Creating a New Assembly by Assembling the Part Models

An assembly is created from one or more parts. The parts are located and assembled
with respect to one another, just as they are on a real product. An assembly can be
used to:
 Check for fit between parts.
 Check for interference between parts.
 Capture bill of material information.
 Calculate the total weight of an assembly.
 Figure 3 – Creating a New Assembly by Assembling the Part Models

Creating a Drawing of the Part or Assembly

Once a part or assembly has been modeled, it is often necessary to document that
part or assembly by creating a 2-D drawing of it. The 2-D drawing usually contains
views of the part or assembly, dimensions, and a title block. The drawing may also
contain notes, tables, and further design information. Not every company requires
model drawings.

Figure 4 – Creating a Drawing of the New Part Model

 Creo Parametric Basic Modeling Process
Before you begin

Training Files:
Download the training files using the button below, if you have not done so already.

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Objectives
 Scope the design parameters of an existing part.
 Create a new part model using required design parameters.
 Create a new assembly by assembling part models.
 Create a new drawing of the new part model.
Before you can begin modeling the key handle, you need to scope the design on the
adjoining key base model. You know from experience that the hole in the key base is
not large enough in diameter for a strong key handle, and the key base does not
provide enough clearance to use the tool.
Once you have properly scoped the design, you can create the key handle part and
assemble it with the key base. Finally, you can document the key handle design by
creating a 2-D drawing.

1. Step 1. Preparing for part model design – Open and edit the dimensions of an
existing part model to watch the geometry update automatically.
1. To open the KEY_BASE.PRT part model, do the following:

 Click Open from the ribbon at the top of the interface.

 In the File Open dialog box, click Working Directory .
 Double-click the Process folder to view its contents.
 Right-click the Basic-Modeling folder and select Set Working Directory.
 Double-click the Basic-Modeling folder to view its contents.
 Select KEY_BASE.PRT.
 Click Open.
 Figure 1
2. From the In Graphics toolbar at the top of the graphics window, clear the check boxes

for Axis Display , Point Display , Csys Display , and Plane Display

to disable their display.

Figure 2
3. To edit the hole diameter from 3.5 to 5, do the following:
 Click the hole surface in the model to select it. Notice that it highlights in green and a
mini toolbar appears.
 Click Edit Dimensions from the mini toolbar.
 Double-click the 3.5 value to edit it.
 Edit the value from 3.5 to 5 and press ENTER.
 Click twice in the graphics window to update the model geometry to the new diameter
value.
 Figure 3
4. From the In Graphics toolbar at the top of the graphics window, click Saved

Orientations and select FRONT.

5. To edit the shaft height from 25 to 35, do the following:
 Click the shaft in the model to select it. Notice that it highlights in green.

 Click Edit Dimensions from the mini toolbar.

 Double-click the 25 value to edit it.
 Edit the value from 25 to 35 and press ENTER.
 Click twice in the graphics window to update the model geometry to the longer shaft
value.

Figure 4
6. From the In Graphics toolbar at the top of the graphics window, click Saved

Orientations and select Standard Orientation.

Figure 5
7. From the In Graphics toolbar at the top of the graphics window, select the check boxes

for Plane Display and Axis Display to enable their display.

Figure 6
8. To save the KEY_BASE.PRT part model and close the window, do the following:

 Click Save from the Quick Access toolbar near the top of the interface.

 Click Close from the Quick Access toolbar to close the window containing
KEY_BASE.PRT.
2. Step 2. Creating a new part model – Create a new part model named
KEY_HANDLE.PRT and model its geometry.
1. To create a new part model, do the following:

 Click New from the Quick Access toolbar near the top of the interface.
 In the New dialog box, select Part as the Type and Solid as the Sub-type.
 Type key_handle in the Name field.
 Clear the Use default template check box and click OK.

Figure 7
2. In the New File Options dialog box, select mmns_part_solid as the template and click
OK.

Figure 8
3. To start a new Sketch feature, do the following:

 Click Sketch from the Datum group in the ribbon at the top of the interface.
 In the model tree located on the left side of the interface, click datum plane FRONT to
select it.
 Click Sketch in the Sketch dialog box.

Figure 9
4. To sketch a circle and edit its diameter to 5, do the following:

 Select Center and Point from the Circle types drop-down menu in the Sketching
group in the ribbon.
 In the graphics window, cursor over the intersection of the vertical and horizontal lines.
The cursor snaps to the center. Click to place the circle at the intersection, drag your
mouse outward to start sketching the circle, and click again to complete the circle.

 Click One-by-One from the Operations group in the ribbon. A diameter dimension
appears for the circle.
 Double-click the diameter dimension, edit its value to 5, and press ENTER.
 Figure 10

5. Click OK from the Close group at the top of the interface.

Figure 11
6. To create an Extrude feature using the sketch you just created, do the following:
 Ensure that the Sketch feature is still selected. If it is not highlighted in green, you must
click it to select it.

 Right-click in the background of the graphics window and click Extrude from the
mini toolbar.
 In the dashboard at the top of the interface, edit the depth from Blind to Symmetric
.
 In the dashboard, edit the depth value to 12 and press ENTER. The orange geometry
depth increases. Orange geometry is preview geometry and is representative of how
the feature should appear when it is completed.
 Click Complete Feature from the dashboard.

Figure 12

Figure 13
7. To start a second new Sketch feature, do the following:
 In the graphics window, click the front surface of the cylinder geometry to select it as
the sketching plane for the new Sketch feature.

 Click Sketch from the mini toolbar.

Figure 14
8. To sketch a circle and edit its diameter to 7, do the following:

 Right-click in the background of the graphics window and click Center and Point
from the mini toolbar.
 In the graphics window, cursor over the intersection of the vertical and horizontal lines.
The cursor snaps to the center. Click to place the circle at the intersection, drag your
mouse outward to start sketching the circle, and click again to complete the circle.

 Click One-by-One from the Operations group in the ribbon. A diameter dimension
appears for the circle.

 Click Refit from the In Graphics toolbar at the top of the graphics window.
 Double-click the diameter dimension, edit its value to 7, and press ENTER.
 Figure 15

9. Click OK from the Close group.

Figure 16
10. To create a second Extrude feature using the second sketch you just created, do the
following:
 Ensure that the Sketch feature is still selected. If it is not highlighted in green, you must
click it to select it.
 Right-click in the background of the graphics window and click Extrude from the
mini toolbar.
 In the dashboard at the top of the interface, click Change Depth Direction to flip
the orange preview geometry into the existing geometry.
 In the graphics window, click and drag the small white, square drag handle to edit the
depth to 5.
 Click Complete Feature from the dashboard.

Figure 17
11. From the In Graphics toolbar at the top of the graphics window, clear the check boxes

for Plane Display and Axis Display to disable their display.

12. Click twice in the background of the graphics window to de-select the completed
extrude feature.
13. To round two edges of the geometry, do the following:
 In the graphics window, press CTRL and click the two edges to be rounded to select
them.

Figure 18

 Click Round from the mini toolbar.

 In the dashboard, edit the round radius to 0.5 and press ENTER.
 Click Complete Feature from the dashboard.
14. Click in the background of the graphics window to de-select the completed round
feature.
 Figure 19
15. To mirror the part, do the following:
 In the model tree located on the left side of the interface, press CTRL and click the
Extrude 2 and Round 1 features to select them.

Figure 20

 Click Mirror from the mini toolbar.

 In the model tree, click the FRONT datum plane to select it as the datum from which
you mirror the geometry.
 Click Complete Feature from the dashboard.
 Figure 21
16. To modify geometry dimensions to their proper length and regenerate the model, do
the following:
 In the model tree located on the left side of the interface, select the Extrude 1 feature,
and click Edit Dimensions from the mini toolbar.
 In the graphics window, double-click the 12 dimension, edit it to 60, and press ENTER.
 Click twice in the graphics window to update the geometry. Notice that the model
geometry grows long.

 Click Refit from the In Graphics toolbar.

Figure 22
17. In the ribbon, select the View tab.

18. Select Appearances Manager from the Appearances types drop-down menu in
the Appearance group.
19. To add appearances to be used for the model, do the following:
 In the Appearances Manager dialog box, select the drop-down in the Library palette.
 Expand the Metals node and select adv-metal-chrome.dmt.
 Right-click the adv-chrome appearance and select Copy to My Appearances.
 Select the drop-down in the Library palette again.
 Select the adv-metal-aluminum.dmt.
 Right-click the adv-aluminum-anodized-blue appearance and select Copy to My
Appearances.

Figure 23
20. To create a new appearance, do the following:
 Locate the adv-chrome appearance from the My Appearances section.
 Right-click on the appearance and select New.
 Edit the Name of this new appearance from <adv-chrome> to knurled-chrome.
 Select the Bump tab.
 Select Image from the Select mapping type drop-down list.
 Click the button next to the drop-down list to select the bump file.
 In the Open dialog box, select carbon > Kevlar-bump.jpg and click Open.
 Click Close.
 Figure 24
21. To apply an appearance to the whole model, do the following:
 Select the adv-chrome appearance from the Appearances types drop-down menu.
 Select KEY_HANDLE.PRT from the model tree and click OK from the Select dialog
box.

Figure 25
22. To apply an appearance to surfaces of the model, do the following:
 Select the adv-aluminum-anodized-blue appearance from the Appearances types
drop-down menu.
 Press CTRL and select the two cylindrical surfaces.
 Click OK.

Figure 26
23. To apply a second appearance to surfaces of the model, do the following:
 Select the knurled-chrome appearance from the Appearances types drop-down
menu.
 Press CTRL and select the four cylindrical surfaces.
 Click OK.

Figure 27
24. To see the realistic appearances displayed, do the following:

 From the In Graphics toolbar, select Shading With Reflections from the Display
Style types drop-down menu.
25. Cursor over the front end of the model, press CTRL, and middle-click and drag down
to zoom in and observe the appearances.

Figure 28
26. Select Edit Model Appearances from the Appearances types drop-down menu in
the Appearance group.
27. In the Model Appearances Editor dialog box, select the knurled-chrome appearance.
28. Select the Bump tab.
29. To modify the bump map, do the following:
 Click Pick Appearance and select the knurled model surface.
 Drag the Height slider back and forth to see how the appearance is affected.
 Edit the Height value to 20 and press ENTER.
 Click Close.

Figure 29
30. From the In Graphics toolbar, click Refit .

31. Select Shading from the Display Style types drop-down menu.
32. To save the KEY_HANDLE.PRT part model, do the following:

 Click Save from the Quick Access toolbar near the top of the interface.
 In the Save Object dialog box, click OK.
3. Step 3. Creating a new assembly by assembling the part models – Create a
new assembly CHUCK_KEY.ASM and assemble the KEY_HANDLE.PRT and
KEY_BASE.PRT.

1. From the In Graphics toolbar, select the check box for Plane Display to enable
their display.
2. To create the CHUCK_KEY.ASM assembly model, do the following:

 Click New from the Quick Access toolbar near the top of the interface.
 In the New dialog box, select Assembly as the Type and verify that Design is the
Sub-type.
 Edit the Name to chuck_key.
 Clear the Use default template check box and click OK.
 Select mmns_asm_design as the template and click OK.

Figure 30
3. To assemble the KEY_BASE.PRT, do the following:

 Select Assemble from the Assemble types drop-down menu in the Component
group at the top of the interface.
 In the Open dialog box, select component KEY_BASE.PRT and click Open.
 In the dashboard, edit the constraint in the drop-down list from Automatic to
Default .
 Click Complete Component from the dashboard.

Figure 31

4. From the In Graphics toolbar, disable Plane Display .

5. To start assembling KEY_HANDLE.PRT by creating the Coincident constraint, do the
following:

 Click Assemble from the Component group at the top of the interface.
 In the Open dialog box, click the component KEY_HANDLE.PRT to select it and click
Open.
 In the graphics window, click the inside hole surface on KEY_BASE.PRT to select it as
the assembly reference.
 Click the shaft surface on KEY_HANDLE.PRT to select it as the component reference.
The KEY_HANDLE.PRT repositions itself through the hole in KEY_BASE.PRT, and
the Coincident constraint is created.
 Figure 32
6. To continue assembling KEY_HANDLE.PRT by creating the Distance constraint, do
the following:
 In the graphics window, click the flat surface on KEY_HANDLE.PRT to select it as the
component reference.
 Cursor over the upper left of the top surface of KEY_BASE.PRT to pre-highlight it.
Right-click to query the back, flat surface of KEY_BASE.PRT and click to select it as
the assembly reference. The Distance constraint is created.

Figure 33
7. To edit the Distance constraint value and complete the assembly of
KEY_HANDLE.PRT, do the following:
 In the graphics window, click and drag the small white, square drag handle to edit the
offset value of the Distance constraint to 6.
 Click Complete Component from the dashboard.

Figure 34
8. To edit the shaft length of KEY_HANDLE.PRT within the assembly, do the following:
 In the model tree, select KEY_HANDLE.PRT and click Activate from the mini
toolbar.
 In the graphics window, select the rounded shaft of the KEY_HANDLE.PRT, and click
Edit Dimensions from the mini toolbar.
 In the graphics window, double-click the 60 dimension to edit it.
 Edit the 60 dimension value to 45 and press ENTER.

 Click Regenerate from the Quick Access toolbar to update the geometry to the
new length.
 In the model tree, select CHUCK_KEY.ASM and click Activate from the mini
toolbar.
 Figure 35
9. Click in the background of the graphics window to de-select the assembly.
10. To see the realistic appearances displayed, do the following:

 From the In Graphics toolbar, select Shading With Reflections from the Display
Style types drop-down menu.
11. Middle-click and drag to re-orient the model.
12. Cursor over the bottom of the KEY_BASE.PRT, press CTRL, and middle-click and
drag down to zoom in and observe the appearances.

Figure 36
13. Middle-click and drag to re-orient the model.

Figure 37
14. From the In Graphics toolbar at the top of the graphics window, click Saved

Orientations and select Standard Orientation.

15. Select Shading from the Display Style types drop-down menu.
16. To verify the geometry length change in the KEY_HANDLE.PRT, do the following:

 Click Windows from the Quick Access toolbar and select KEY_HANDLE.PRT to
switch windows from the CHUCK_KEY.ASM assembly to the KEY_HANDLE.PRT part
model.
 In the model tree, select Extrude 1 and click Edit Dimensions from the mini
toolbar. Notice that the shaft length is now 45, even though it was edited in the
assembly.
 Click in the background of the graphics window to clear the dimensions.

Figure 38
4. Step 4. Creating a drawing of the new part model – Create a new drawing
KEY_HANDLE.DRW for the part model KEY_HANDLE.PRT.
1. To create the new KEY_HANDLE.DRW drawing, do the following:

 Click New from the Quick Access toolbar.

 In the New dialog box, select Drawing as the Type.
 Edit the Name to key_handle.
 Clear the Use default template check box.
 Click OK.
 In the New Drawing dialog box, verify that the Default Model is KEY_HANDLE.PRT.
 Select the Use template option and click Browse to browse for the drawing template.
 In the Open dialog box, select the STUDENT_TEMPLATE.DRW template and click
Open.
 Click OK in the New Drawing dialog box.

Figure 39
2. The input window prompts you for the drawn_by parameter. Type your first initial,
followed by your surname, and press ENTER. Your name is entered into the title block
as the drawing displays in the graphics window.
 Figure 40
3. To edit the drawing scale, do the following:
 In the bottom-left corner of the graphics window, double-click the SCALE value to edit
it.
 The input window prompts you to enter the new value for scale. Type 5 as the new
scale value and press ENTER. The drawing views automatically rescale to the new
value of 5.

Figure 41
4. To move the Ø7 diameter dimension to the other drawing view, do the following:
 Click the Ø7 diameter dimension in the right drawing view to select it. It highlights in
green.

 Right-click in the graphics window and select Move to View .

 Select the left drawing view. The dimension is moved to this new drawing view.
 Click in the background of the graphics window to de-select the dimension.
 Figure 42
5. To move the Ø5 diameter dimension to another location in the drawing view, do the
following:
 In the graphics window, click the Ø5 dimension in the right drawing view to select it. It
highlights in green.
 Cursor over the highlighted dimension. The cursor appears as four arrows. This is an
indication that you can now click and drag this dimension to move it to another location
on the drawing. Click and drag to move the Ø5 diameter dimension to the center of the
drawing view.

Figure 43

6. Click Windows from the Quick Access toolbar and select KEY_HANDLE.PRT to
switch to the window containing KEY_HANDLE.PRT.
7. To edit the KEY_HANDLE.PRT shaft length and save it, do the following:
 Select Extrude 1 in the model tree and click Edit Dimensions from the mini
toolbar.
 In the graphics window, double-click the 45 dimension to edit it.
 Edit the 45 dimension value to 60 and press ENTER.
 Click twice in the graphics window to update the geometry.
 Figure 44
8. To save the KEY_HANDLE.PRT and close the window, do the following:

 Click Save from the Quick Access toolbar.

 In the Quick Access toolbar, click Close to close the KEY_HANDLE.PRT window.
9. To activate the CHUCK_KEY.ASM assembly, save it, and close the window, do the
following:

 Click Windows from the Quick Access toolbar and select CHUCK_KEY.ASM to
switch to the assembly and activate it.

 Click Regenerate from the Operations group.

 Click Save from the Quick Access toolbar.

 Click OK in the Save Object dialog box.

 In the Quick Access toolbar, click Close to close the CHUCK_KEY.ASM window.
 Figure 45
 Note that the geometry and dimension in the drawing have both updated.
10. To save the KEY_HANDLE.DRW drawing, close the window, and erase all files from
session memory, do the following:

 Click Save from the Quick Access toolbar.

 Click OK in the Save Object dialog box.

 In the Quick Access toolbar, click Close to close the KEY_HANDLE.DRW window.
 Click File > Manage Session > Erase Not Displayed.
 Click OK in the Erase Not Displayed dialog box.

This completes the procedure.