Activity: Placing a parts list

Placing a parts list

Overview

Open draft file

1. Open carrier.dft located in the training course folder.

2. If the Drawing Views dialog box informs you of an out-of-date drawing view, click OK. On the Home tab→Drawing Views group, choose the Update Views command .

   

Set the parts list option for auto ballooning

Turn on the auto-balloon option.

1. In the Home tab→Tables group, choose the Parts List command .

2. Select the drawing view.

3. On the Parts List command bar, make sure the Auto-Balloon button is selected.

Set the balloon properties

1. On the Parts List command bar, click the Properties button .

2. Click the Balloon page. Type 5 for the Text Size. Use the default balloon shape. The settings shown will place balloons which contain the item number and count.

   

Define the location of the parts list

1. Click the Location tab.

2. From the Anchor corner list, select Bottom-Left.

3. Click the Create table on active sheet button. Click the check box for Enable predefined origin for placement.

   Type 10 in the X origin: and Y origin: fields.

   

Define the parts list columns

1. Click the Columns tab.

2. Select Document Number from the Properties list, and click the Add Column button (1) to add this to the columns list.

   

3. Continue defining the columns for the parts list. Use the Delete Column button to remove columns. Use the Move Up and Move Down buttons to arrange the columns. Set up the columns in the following order:

   • Item Number

   • Document Number

   • Title

   • Material

   • Quantity

   • Author

4. Click on Quantity in the Columns list.

   

5. Type QTY in the Text: field (1) under Column Header.

   

6. The Columns list should now look like this.

   

7. Click OK.

Place the parts list on the drawing

Now that the options are set, place the parts list on the drawing sheet.

1. Verify that the Place List option is selected on the command bar to include parts list with balloons.

2. Notice that an outline preview of the parts list size and location is visible on the drawing sheet. Click the sheet to place the parts list and balloons.

   

3. Zoom in on the parts list in the lower-left corner of the drawing.

   

4. Notice the order of the columns in the parts list matches the order you assigned in the Columns tab, and the column header for Quantity is labeled as QTY. You can change the order of the columns by right-clicking the parts list and then clicking Properties. Click the Columns tab. Select the column from the list and then click the Move Up or Move Down buttons.

Rearrange auto-balloons

The dashed outline that surrounds the part view shows the default annotation alignment shape. that was generated with the parts list. You can rearrange auto-balloons using the annotation alignment shape.

1. Click Fit, and then zoom in on the drawing view. Notice that the balloons were placed on the drawing view, and that the balloon numbers correspond to those in the parts list.

   

2. Click the dashed outline that surrounds the drawing view to display the Annotation Alignment Shape command bar. On the command bar, click Order and then select the Counter Clockwise option.

   

3. The balloons update so that they are arranged in consecutive, counter clockwise order, with balloon 1 starting at the left-most position.

   

4. Changing the order of the balloons on the drawing view makes the parts list out of date. Right-click the parts list and choose the Update command. The balloon item numbers in the parts list now match those shown in the drawing view.

5. You can use the annotation alignment shape to reposition the balloons. Move the cursor onto the circle of balloon 1, and drag it along the alignment shape until it bumps balloon 2. Continue dragging the balloon and watch how it moves all of the balloons at once along the alignment shape, yet maintains the same balloon order.

   

   Note:

   You can choose a different annotation alignment shape before you place the parts list. To do this, click the Pattern button on the Balloon tab in the Parts List Properties dialog box.

6. Save and close the file. This completes the activity.

Activity summary

In this activity you learned how to create a parts list with ballooning. You learned how to format the parts list.

• Click the Close button in the upper-right corner of the activity window.

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