Tips & Tricks: Reviewing and Editing References

Say you’re finalizing the model that you spent months designing. Just as you are wrapping up the model, a notification pops up about an urgent last-minute change request. The change means that a handful of the features need to be moved from one side of the model, to the other.

Luckily, with recent enhancements (in Creo 3.0) to the Edit References workflow, you can review and change those references with just a few clicks. Here’s how it works:

Replacing a reference in PTC Creo 3.0 

Image: In this post, we’re going to replace the reference of the attach boss (1 – green surface) with a new reference (2 – front surface) in order to re-define the location of it.

Reviewing a feature’s references

To view the list of original references for a given feature, follow these steps:

  1. Right-click a feature on your model and select the icon that looks like a chain link to open the Edit References dialog box. The dialog shows a list of dependency references.
  2. Click items on the Original reference list to view each reference on the model, as shown below. 
Selecting references and previewing changes in PTC Creo

Image: References can be highlighted when they are selected, and then they can be replaced by new references. As you work, you can even preview the results of your change.

Moving a feature by editing a placement reference

By editing a feature’s placement reference, you can quickly move that feature. To edit a feature’s reference, follow these steps:

  1. Right-click a feature on your model and select the icon that looks like a chain link to open the Edit References dialog box.
  2. Select the Reference that you want to edit.
  3. Click Roll To in the Child handling section of the dialog box to update the reference for all or selected downstream children.
  4. Select the new reference.
  5. Click Preview to see how the new reference will impact the feature, or click OK to apply the changes.

Moving boss while editing references with PTC Creo

Image: When you compare it to the model above, notice how the location changed of the leftmost extruded boss.

The Edit References utility highlights missing references in red. Best of all, it gives you a great level of control to apply the reference replacement to all or selected dependent (child) features as you make your changes. 

Features with missing references highlighted in PTC Creo>

Image: Features that have missing references are highlighted in red. This allows you to easily identify the right replacement reference.

See it now

For more about Edit References capabilities, watch the video.

There’s even more information at the Creo Help Center page About Editing and Replacing the References of Features.

Building Your Modeling Chops?

Engineering and designs teams in some of the world’s most impressive companies use Creo CAD software. If you’re trying to improve your skills, or just pick up some best practices from the experts, visit PTC University Learning Exchange for hundreds of demos and how to videos. Registration is required, but the good news is,  it’s all free.

specialized bikes uses PTC Creo

Image: Engineers at Specialized develop a new frame with Creo