Drawing management

Letzte Änderung: 06.09.2023


Overview



This video clearly demonstrates how to use the drawing management (Helios) in combination with HiCAD. The special feature of this video is that it offers an in-depth explanation of the construction sections as well as other manufacturing sections in order to convey targeted work in a particularly clear manner.


Create Project



In diesem Video zeige ich wie man im Modul “Drawing management” ein neues Projekt anlegt.

During the process, the following mask appears, which can be customized as desired using the mask editor. You can adjust it to your individual requirements and font headers.

These masks were adapted by me and do not look like the masks in the standard delivery.


Create drawing



This video explains how to create a new construction in HELiOS.

The basic step to create a new design in HELiOS starts with creating an article. Interestingly, this article is created via HiCAD. This approach allows seamless integration between the two applications and greatly facilitates the design process.

After you have created an article in the article master, a document, be it a drawing or a model, is assigned to this article master. In this document, you enter all the relevant information that is important for the design. This information can then be automatically transferred to the title block, both from the document master and from the article master. This greatly simplifies documentation and the use of the data.


Generate manufacturing drawings



The automatic manufacturing drawing generation command function is extremely useful, as it places each part on a plan. This is undoubtedly an efficient way to create drawings. As you mentioned, there is also the option to put multiple parts on one plan, which is an interesting approach. This seems to be a versatile and informative video that introduces different methods for creating drawings in HiCAD and HELiOS.

In my view, this method of creating drawings offers a considerable advantage. By using drawing numbers, one immediately receives information about in which assembly the respective part is installed. In addition, the drawing number provides information about which project this part is used in, as well as in which construction stage and production stage it is located.

However, it is important to emphasize that this is only one of many ways in which this configuration can be done.

You are absolutely right. The ability to customize these settings to fit the way you work in your company is extremely valuable. Each way of working has its advantages and disadvantages, and it's important to choose the one that best fits your needs and goals. In your case, the customized settings offer numerous advantages. And regarding the disadvantage of having to print out many schedules, there are certainly alternative solutions that can be considered to overcome this challenge.


Update manufacturing drawings



It is great to know that the same command can also be used to update the manufacturing drawings of already created shop drawings. The fact that missing drawings can be created automatically is certainly a time-saving and efficient way to optimize the work process.


Share drawings



The release function allows you to release individual parts or assemblies for manufacturing or production. This is a basic requirement for assigning an index to drawings or parts.


modification



Der Befehl “Änderung” erlaubt es Ihnen, Einzelteile oder Baugruppen erneut für Bearbeitungen freizugeben. Es ist wichtig zu beachten, dass dabei automatisch ein neuer Index vergeben wird.

It is extremely helpful to know that these index texts are automatically output in the title block. This gives you the option of tracking the current status of each part or assembly at any time. This facilitates documentation and provides a clear overview of the processing status.

The combination of HiCAD and HELiOS not only makes it possible to track the current status of individual parts and assemblies, but also saves all previous statuses. This enables seamless tracking of every part, even after the fact. This is invaluable when it comes to traceability and change management.


Manage general documents



Die Bezeichnung “Allgemeine Dokumente” bezieht sich auf die PDFs von Freigabeplänen oder Ansichtszeichnungen. In diesem Video wird gezeigt, wie Sie auch diese Dokumente mithilfe der Zeichnungsverwaltung verwalten und aktualisieren können. Dies ist eine wichtige Funktion, um sicherzustellen, dass alle Dokumente auf dem neuesten Stand sind.

The settings for these functions can be found in the configuration. Here you can adjust the corresponding options and define how the management of the general documents should be performed.


Generate plan list



Here it is described how to create a plan list in HELiOS. The configuration of this list, as well as that of other BOM exports in Excel, is necessary. Note that this particular list is not included in the standard delivery of HiCAD and HELiOS.


Complete attribute values ​​in HELiOS



The General Documents video explains how the management of these documents works. In particular, it highlights an area where the default list for the document type is displayed. In your case, this list is already occupied with predefined attributes. The video shows how you can define this assignment in advance.


Manage multiple sheets



This video shows how to deal with cases where it is not possible to get all views and sections on one sheet or plan. It explains how to work with any number of sheets and plans in combination with HELiOS to overcome this problem.


Check, release and index models


As of HiCAD 2023, it is possible to release models created during modeling, as well as release plans and the like. This is certainly a useful feature to streamline the release process and ensure that all relevant information is available.


Output PDF data in black and white


Die Erstellung von PDF-Dateien bietet nun die Option, alternativ auch in Schwarzweiß erfolgen zu können. Hierfür wurden die Einstellungen im Konfigurationsmanagement unter “PDM > Zeichnungsverwaltung > Externe Fertigungsunterlagen” entsprechend erweitert. Dies eröffnet mehr Flexibilität bei der Generierung von PDF-Dokumenten in unterschiedlichen Farbmodi.


Derive drawings ( copy )


Die Funktion “Ableiten” mit der Option “Aktive Baugruppe” wird genutzt, wenn bereits Werkstättenzeichnungen für eine Baugruppe erstellt wurden und diese dupliziert werden sollen. Es ist jedoch wichtig zu beachten, dass hierfür eine andere Arbeitsweise erforderlich ist. Zuerst müssen die Baugruppen konstruiert und die Zeichnungen erstellt werden. Anschließend erfolgt die Ableitung und gegebenenfalls die Anpassung der Duplikate. Dieser Prozess ermöglicht die effiziente Erstellung von Varianten auf Basis vorhandener Dokumente.



Derive drawings ( copy ) from other projects


Die Funktion “Helios-Artikelstämme ableiten – Auswahl über HELiOS” ist darauf ausgerichtet, Baugruppen, die bereits in einem anderen Projekt verwendet und für die Werkstättenzeichnungen erstellt wurden, in ein neues Projekt zu kopieren. Mit dieser Funktion kann eine Baugruppe in das bestehende Projekt kopiert werden, wobei auch die bereits im vorherigen Projekt erstellte Zeichnung mit übernommen wird. Dies erleichtert die Wiederverwendung von Baugruppen und den zugehörigen Dokumenten in verschiedenen Projekten.

It is important to note that you can use parameterized elements, as you demonstrate in this video. An example of this is your panel, which can be used as both a glass panel and a sheet metal panel. Creating the drawings in the desired shape beforehand allows you to use variants in new projects. When you copy these variants into a new project and create the drawings, they are automatically adjusted according to the parameters you set. This greatly facilitates the customization and reuse of elements.



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