Creo Elements/Direct 18.

1
Curriculum Guide
Live Classroom Curriculum Guide
Update to Creo Elements/Direct 18.1 from Creo Elements/Direct 17.0

Introduction to Creo Elements/Direct 18.1 Modeling

Annotation using Creo Elements/Direct 18.1

Introduction to Creo Elements/Direct 18.1 Model Manager

Advanced Modeling using Creo Elements/Direct 18.1

Sheetmetal Design using Creo Elements/Direct 18.1

Introduction to Creo Elements/Direct 18.1 Parts Library

2D Drafting using Creo Elements/Direct 18.1

Update to Creo Elements/Direct 18.1 from Creo
Elements/Direct 17.0
Overview

Course Code TRN-3941-T

Course Length 1 Day

In this course, you will learn about user
interface changes, including the improvements
to modeling commands and improvements
to the Sheet Metal module. This course is
intended to introduce and feature new functions
and updates to Creo Elements/Direct Modeling
18.1., and At the end of each module, you will
complete a set of review questions to reinforce
critical topics from that module. At the end
of the course, you will complete a course
assessment in Pro/FICIENCY intended to
evaluate your understanding of the course as
a whole.

Course Objectives
Learn the updated user interface
Understand new 2-D commands
Understand enhancements to modification commands
Learn the new Sheet Metal functions
Understand updates to data import and export options

Prerequisites

Must have prior experience with Creo Elements/Direct Modeling

Sheet Metal module experience is not required, but highly encouraged

Audience

This course is intended for designers, mechanical engineers, industrial designers, and tooling
designers. People in related roles will also benefit from taking this course.
Agenda

Day 1
Module 1 Using Modeling
Module 2 Modeling
Module 3 Module Updates
Introduction to Creo Elements/Direct 18.1 Modeling
Overview

Course Code TRN-3942T

Course Length 3 Days

In this course, you will learn the basics about 3-D

design using Creo Elements/Direct Modeling.
You will learn about Creo Elements/Directs
explicit approach to 3-D design and the basics
of working with workplanes and 2-D. Using the
intuitive interface, you will learn how to build
and modify parts and assemblies. You will
also be instructed on tips and best practices.
After completing this course, you will have an
understanding of the explicit modeling approach
of Creo Elements/Direct Modeling, and be
able to design functional and manufacturable
products using this tool.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand the explicit modeling approach of Creo Elements/Direct Modeling
Create workplanes by various methods
Create and modify 2-D using 2D CoPilot
Create parts from 2-D using Machine commands
Modify parts with Blends, Chamfers, face modifications, and face booleans
Create and modify assemblies
Customize the user interface

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have experience in the development of 2-D design using a CAD system
Prior use of another 3-D CAD system is helpful, but not required

Audience

This course is intended for designers, mechanical engineers, industrial engineers, illustrators, and
tooling designers. People in related roles will also benefit from taking this course.
Agenda

Day 1
Module 1 Introducing Modeling
Module 2 Introduction to Workplane, 2-D, and Machine

Day 2
Module 3 Modify 3D

Day 3
Module 4 Parts and Assembly
Module 5 User Interface Customizations
Annotation using Creo Elements/Direct 18.1
Overview

Course Code TRN-3943-T

Course Length 2 days

In this course, you will learn how to create
2-D drawings using Creo Elements/Direct
Annotation. You will create multiple-sheet
drawings and generate various types of primary
and dependant views with different types of
update modes. You will also learn how to
add all types of annotations to your drawing,
ranging from dimensions, additional geometry
and text, symbols, pictures, and even OLE
objects. You will complete the design cycle
by updating a drawing after modifying the 3-D
model. Finally, you will conclude by adding a
BOM to your assembly drawing. You will have a
full understanding of the Creo Elements/Direct
drawing creation process., and At the end
of each module, you will complete a set of
review questions to reinforce critical topics
from that module. At the end of the course,
you will complete a course assessment in
Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Create drawings of 3-D models using Creo Elements/Direct Annotation
Create and update various types of views
Add annotations necessary to complete the drawing
Add a BOM to an assembly drawing

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have experience in the development of 2-D design using a CAD system
Prior use or of Creo Elements/Direct Modeling

Audience

This course is intended for designers, drafters, mechanical engineers, industrial engineers,
illustrators, and tooling designers. People in related roles will also benefit from taking this course.
Agenda

Day 1
Module 1 Introduction To Annotation And User Interface Customizations
Module 2 Creating an Annotation Drawing
Module 3 Creating Annotation Views

Day 2
Module 4 Adding Annotations
Module 5 Adding BOM
Introduction to Creo Elements/Direct 18.1 Model Manager
Overview

Course Code TRN-3944-T

Course Length 2 Days

In this course, you will learn how to manage,
search, load, and save Elements/Direct data.
You will also learn how to manage multiple
versions and various data types, as well as
how to work with others by monitoring data,
managing permissions, passing data, and
resolving potential conflicts. In addition, you
will learn how to create and edit a BOM
using the BOM Editor. After completing this
course, you will have a full understanding
of the Elements/Direct data management
process., and At the end of each module,
you will complete a set of review questions
to reinforce critical topics from that module.
At the end of the course, you will complete a
course assessment in Pro/FICIENCY intended
to evaluate your understanding of the course
as a whole.

Course Objectives
Save various types of data
Search for data
Load data
Teamwork methodology
Manage Annotation data
Data conflict resolution
BOM building using BOM Editor
Task creation and scheduling

Prerequisites

Prior use or knowledge of Elements/Direct Modeling and Annotation

Prior use of other data management software not required, but is beneficial

Audience

This course is intended for designers, drafters, mechanical engineers, industrial designers,
illustrators, and tooling designers. People in related roles will also benefit from taking this course
Agenda

Day 1
Module 1 Introduction To Model Manager And User Preferences
Module 2 Saving, Finding, And Loading In Model Manager
Module 3 Teamwork In Model Manager And Database Properties

Day 2
Module 4 Annotation Data In Model Manager
Module 5 Conflict Resolution In Model Manager
Module 6 Working with Packets in Model Manager
Module 7 Working with Projects in Model Manager
Module 8 Bill Of Material Editor
Module 9 Setting Up Task Agent
Advanced Modeling using Creo Elements/Direct 18.1
Overview

Course Code TRN-3945-T

Course Length 2 Days
In this course, you will learn advanced
functions, options, and design methodologies
of Creo Elements/Direct 18.1 Modeling,
in addition to advanced three-dimensional
modification functions and options. You will
learn about advanced freeform functions as
well as how to further manage assemblies with
configurations, and clash analysis. Finally, you
will learn about the 3-D Documentation module
and the Machining module.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand and use the advanced options in
modification commands
Understand and use faceset features and
patterns
Create freeform parts using Loft, Sweep, and
Helix
Create and manipulate configurations
Understand and use Clash Analysis
Understand the concept of Versioning
Utilize 3D Documentation
Utilize the Machining Module
Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have at least two months of current experience with Creo Elements/Direct Modeling
Prior use of another 3-D CAD system is helpful, but not required

Audience

This course is intended for designers, mechanical engineers, industrial designers, illustrators, and
tooling designers. People in related roles will also benefit from taking this course.
Agenda

Day 1
Module 1 Advanced Modification Operations
Module 2 Freeform Modeling Operations

Day 2
Module 3 Advanced Parts and Assembly Operations
Module 4 3D Documentation with Creo Elements/Direct Modeling
Module 5 Machining Module with Creo Elements/Direct Modeling
Sheetmetal Design using Creo Elements/Direct 18.1
Overview

Course Code TRN-3946T

Course Length 2 Days

In this Creo Elements/Direct 18.1 Sheetmetal

course, you will learn about the Sheet Metal
module. This module enables designers
to design sheet metal parts correctly, and
streamline their designs for manufacturing. You
will also learn about the tools that simplify the
sheet metal design process.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand the purpose of the Sheet Metal module
Configure the default shop for the Sheet Metal module
Create sheet metal parts
Modify sheet metal parts
Post-process sheet metal parts

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have experience in the development of 2-D design using a CAD system
Must have experience in sheet metal design
Must have had successfully completed the Basic Modeling course

Audience

This course is intended for designers, mechanical engineers, industrial designers, and tooling
designers. People in related roles will also benefit from taking this course.
Agenda

Day 1
Module 1 Introducing Sheet Metal
Module 2 Creating Sheet Metal Parts
Module 3 Punching, Stamping, and Modifying

Day 2
Module 4 Folding and Unfolding
Module 5 Modifying Sheet Metal Parts
Module 6 Post-Processing
Introduction to Creo Elements/Direct 18.1 Parts Library
Overview

Course Code TRN-3947-T

Course Length 1 Day
In this course, you will learn about the Part
Library module for Creo Elements/Direct 18.1
Modeling. You will be introduced to standard
part libraries and screw connections. You will
also learn how to assign material properties
to parts and assemblies and are introduced
to drill holes, shaft related operations, and
Annotation tools.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand and use the standard part library
Understand and use screw connections
Create parameterized drilled and center holes
Assign material properties to parts and assemblies
Attach thread attributes to shafts and hubs
Create tooth shafts and hubs
Add feather keys to design
Utilize the Part Library functions in Annotation

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have at least two months of current experience with Creo Elements/Direct Modeling
Prior use of another 3-D CAD system is helpful, but not required

Audience

This course is intended for designers, mechanical engineers, industrial designers, illustrators, and
tooling designers. People in related roles will also benefit from taking this course.
Agenda

Day 1
Module 1 Introduction to Part Library
Module 2 Standard Parts in Part Library
Module 3 Screw Connections with Part Library
Module 4 Materials in Part Library
Module 5 Threads, Holes, Feather Keys, Tooth Shafts, Retaining Rings
Module 6 Part Library with Annotation
2D Drafting using Creo Elements/Direct 18.1
Overview

Course Code TRN-3948-T

Course Length 3 Days
This is the introductory course for Creo
Elements/Direct Drafting. In this course, you
will be given an overview of the product as well
as instructions about how to design in 2-D.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Design parts and assemblies using Creo Elements/Direct Drafting
Use the various drawing and modification commands to design
Add dimensions to parts for further clarification and instruction
Add additional hatch, text, and symbols
Create and manage a part structure

Prerequisites

Basic understanding of 2-D drafting

Previous experience with other 2-D CAD applications is not required, but beneficial

Audience

This course is intended for design engineers, drafters, industrial designers, and manufacturing
engineers
Agenda

Day 1
Module 1 Introducing Drafting
Module 2 Introducing Drafting Operations

Day 2
Module 3 Introducing Drafting Modification Operations
Module 4 Introducing Drafting Annotations

Day 3
Module 5 Introducing Drafting Structure
Web Based Curriculum Guide
Update to Creo Elements/Direct 18.1 from Creo Elements/Direct 17.0

Introduction to Creo Elements/Direct 18.1 Modeling

Annotation using Creo Elements/Direct 18.1

Introduction to Creo Elements/Direct 18.1 Model Manager

Advanced Modeling using Creo Elements/Direct 18.1

Sheetmetal Design using Creo Elements/Direct 18.1

Introduction to Creo Elements/Direct 18.1 Parts Library

2D Drafting using Creo Elements/Direct 18.1

Update to Creo Elements Direct 18.1 from Creo Elements
Direct 17.0
Overview

Course Code WBT-3941-0

Course Length 8 Hours

In this course, you will learn about user
interface changes, including the improvements
to modeling commands and improvements
to the Sheet Metal module. This course is
intended to introduce and feature new functions
and updates to Creo Elements/Direct Modeling
18.1., and At the end of each module, you will
complete a set of review questions to reinforce
critical topics from that module. At the end
of the course, you will complete a course
assessment in Pro/FICIENCY intended to
evaluate your understanding of the course as
a whole.

Course Objectives
Learn the updated user interface
Understand new 2-D commands
Understand enhancements to modification commands
Learn the new Sheet Metal functions
Understand updates to data import and export options

Prerequisites

Must have prior experience with Creo Elements/Direct Modeling

Sheet Metal module experience is not required, but highly encouraged

Audience

This course is intended for designers, mechanical engineers, industrial designers, and tooling
designers. People in related roles will also benefit from taking this course.
Table of Contents
Module 1 Using Modeling
Module 2 Modeling
Module 3 Module Updates
Introduction to Creo Elements/Direct 18.1 Modeling
Overview

Course Code WBT-3942-0

Course Length 24 Hours

In this course, you will learn the basics about 3-D
design using Creo Elements/Direct Modeling.
You will learn about Creo Elements/Directs
explicit approach to 3-D design and the basics
of working with workplanes and 2-D. Using
the intuitive interface, you will learn how
to build and modify parts and assemblies.
You will also be instructed on tips and best
practices. After completing this course, you
will have an understanding of the explicit
modeling approach of Creo Elements/Direct
Modeling, and be able to design functional and
manufacturable products using this tool., and
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand the explicit modeling approach of Creo Elements/Direct Modeling
Create workplanes by various methods
Create and modify 2-D using 2D CoPilot
Create parts from 2-D using Machine commands
Modify parts with Blends, Chamfers, face modifications, and face booleans
Create and modify assemblies
Customize the user interface

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have experience in the development of 2-D design using a CAD system
Prior use of another 3-D CAD system is helpful, but not required

Audience

This course is intended for designers, mechanical engineers, industrial engineers, illustrators, and
tooling designers. People in related roles will also benefit from taking this course.
Table of Contents
Module 1 Introducing Modeling
Module 2 Introduction to Workplane, 2-D, and Machine
Module 3 Modify 3D
Module 4 Parts and Assembly
Module 5 User Interface Customizations
Annotation using Creo Elements/Direct 18.1
Overview

Course Code WBT-3943

Course Length 16 Hours

In this course, you will learn how to create
2-D drawings using Creo Elements/Direct
Annotation. You will create multiple-sheet
drawings and generate various types of primary
and dependant views with different types of
update modes. You will also learn how to add
all types of annotations to your drawing, ranging
from dimensions, additional geometry and text,
symbols, pictures, and even OLE objects. You
will complete the design cycle by updating
a drawing after modifying the 3-D model.
Finally, you will conclude by adding a BOM
to your assembly drawing. After completing
this course, you will have a full understanding
of the Creo Elements/Direct drawing creation
process., and At the end of each module,
you will complete a set of review questions
to reinforce critical topics from that module.
At the end of the course, you will complete a
course assessment in Pro/FICIENCY intended
to evaluate your understanding of the course
as a whole.

Course Objectives
Create drawings of 3-D models using Creo Elements/Direct Annotation
Create and update various types of views
Add annotations necessary to complete the drawing
Add a BOM to an assembly drawing

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have experience in the development of 2-D design using a CAD system
Prior use or of Creo Elements/Direct Modeling

Audience

This course is intended for designers, drafters, mechanical engineers, industrial engineers,
illustrators, and tooling designers. People in related roles will also benefit from taking this course.
Table of Contents
Module 1 Introduction To Annotation And User Interface Customizations
Module 2 Creating an Annotation Drawing
Module 3 Creating Annotation Views
Module 4 Adding Annotations
Module 5 Adding BOM
Introduction to Creo Elements/Direct 18.1 Model Manager
Overview

Course Code WBT-3944-0

Course Length 16 Hours
In this course, you will learn how to manage,
search, load, and save Elements/Direct data.
You will also learn how to manage multiple
versions and various data types, as well as
how to work with others by monitoring data,
managing permissions, passing data, and
resolving potential conflicts. In addition, you
will learn how to create and edit a BOM using
the BOM Editor. After completing this course,
you will have a full understanding of the
Elements/Direct data management process.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Save various types of data
Search for data
Load data
Teamwork methodology
Manage Annotation data
Data conflict resolution
BOM building using BOM Editor
Task creation and scheduling

Prerequisites

Prior use or knowledge of Elements/Direct Modeling and Annotation

Prior use of other data management software not required, but is beneficial

Audience

This course is intended for designers, drafters, mechanical engineers, industrial designers,
illustrators, and tooling designers. People in related roles will also benefit from taking this course.
Table of Contents
Module 1 Introduction To Model Manager And User Preferences
Module 2 Saving, Finding, And Loading In Model Manager
Module 3 Teamwork In Model Manager And Database Properties
Module 4 Annotation Data In Model Manager
Module 5 Conflict Resolution In Model Manager
Module 6 Working with Packets in Model Manager
Module 7 Working with Projects in Model Manager
Module 8 Bill Of Material Editor
Module 9 Setting Up Task Agent
Advanced Modeling using Creo Elements/Direct 18.1
Overview

Course Code WBT-3945-0

Course Length 16 Hours
In this course, you will learn advanced
functions, options, and design methodologies
of Creo Elements/Direct 18.1 Modeling,
in addition to advanced three-dimensional
modification functions and options. You will
learn about advanced freeform functions as
well as how to further manage assemblies with
configurations, and clash analysis. Finally, you
will learn about the 3-D Documentation module
and the Machining module.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand and use the advanced options in
modification commands
Understand and use faceset features and
patterns
Create freeform parts using Loft, Sweep, and
Helix
Create and manipulate configurations
Understand and use Clash Analysis
Understand the concept of Versioning
Utilize 3D Documentation
Utilize the Machining Module
Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have at least two months of current experience with Creo Elements/Direct Modeling
Prior use of another 3-D CAD system is helpful, but not required

Audience

This course is intended for designers, mechanical engineers, industrial designers, illustrators, and
tooling designers. People in related roles will also benefit from taking this course.
Table of Contents
Module 1 Advanced Modification Operations
Module 2 Freeform Modeling Operations
Module 3 Advanced Parts and Assembly Operations
Module 4 3D Documentation with Creo Elements/Direct Modeling
Module 5 Machining Module with Creo Elements/Direct Modeling
Sheetmetal Design using Creo Elements/Direct 18.1
Overview

Course Code WBT-3946

Course Length 16 Hours

In this Creo Elements/Direct 18.1 Sheetmetal
course, you will learn about the Sheet Metal
module. This module enables designers
to design sheet metal parts correctly, and
streamline their designs for manufacturing.
You will also learn about the tools that simplify
the sheet metal design process., and At the
end of each module, you will complete a set
of review questions to reinforce critical topics
from that module. At the end of the course,
you will complete a course assessment in
Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand the purpose of the Sheet Metal module
Configure the default shop for the Sheet Metal module
Create sheet metal parts
Modify sheet metal parts
Post-process sheet metal parts

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have experience in the development of 2-D design using a CAD system
Must have experience in sheet metal design
Must have had successfully completed the Basic Modeling course

Audience

This course is intended for designers, mechanical engineers, industrial designers, and tooling
designers. People in related roles will also benefit from taking this course.
Table of Contents
Module 1 Introducing Sheet Metal
Module 2 Creating Sheet Metal Parts
Module 3 Punching, Stamping, and Modifying
Module 4 Folding and Unfolding
Module 5 Modifying Sheet Metal Parts
Module 6 Post-Processing
Introduction to Creo Elements/Direct 18.1 Parts Library
Overview

Course Code WBT-3947-0

Course Length 8 Hours
In this course, you will learn about the Part
Library module for Creo Elements/Direct 18.1
Modeling. You will be introduced to standard
part libraries and screw connections. You will
also learn how to assign material properties
to parts and assemblies and are introduced
to drill holes, shaft related operations, and
Annotation tools.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Understand and use the standard part library
Understand and use screw connections
Create parameterized drilled and center holes
Assign material properties to parts and assemblies
Attach thread attributes to shafts and hubs
Create tooth shafts and hubs
Add feather keys to design
Utilize the Part Library functions in Annotation

Prerequisites

Must be able to interpret engineering drawings, and have an understanding of drafting concepts
Must have at least two months of current experience with Creo Elements/Direct Modeling
Prior use of another 3-D CAD system is helpful, but not required

Audience

This course is intended for designers, mechanical engineers, industrial designers, illustrators, and
tooling designers. People in related roles will also benefit from taking this course.
Table of Contents
Module 1 Introduction to Part Library
Module 2 Standard Parts in Part Library
Module 3 Screw Connections with Part Library
Module 4 Materials in Part Library
Module 5 Threads, Holes, Feather Keys, Tooth Shafts, Retaining Rings
Module 6 Part Library with Annotation
2D Drafting using Creo Elements/Direct 18.1
Overview

Course Code WBT-3948-0

Course Length 8 Hours
This is the introductory course for Creo
Elements/Direct Drafting. In this course, you
will be given an overview of the product as well
as instructions about how to design in 2-D.
At the end of each module, you will complete
a set of review questions to reinforce critical
topics from that module. At the end of the
course, you will complete a course assessment
in Pro/FICIENCY intended to evaluate your
understanding of the course as a whole.

Course Objectives
Design parts and assemblies using Creo Elements/Direct Drafting
Use the various drawing and modification commands to design
Add dimensions to parts for further clarification and instruction
Add additional hatch, text, and symbols
Create and manage a part structure

Prerequisites

Basic understanding of 2-D drafting

Previous experience with other 2-D CAD applications is not required, but beneficial

Audience

This course is intended for design engineers, drafters, industrial designers, and manufacturing
engineers
Table of Contents
Module 1 Introducing Drafting
Module 2 Introducing Drafting Operations
Module 3 Introducing Drafting Modification Operations
Module 4 Introducing Drafting Annotations
Module 5 Introducing Drafting Structure