Virtual Build

<< Click to Display Table of Contents >>

Navigation:  Modules >

Virtual Build

Virtual Build

image 1

Virtual Build Feature Overview

New Assembly Planner Module for viewing parts and components in a 3D visual graphical representation

Consumption mapped to activities can be viewed in a sequential build order – Virtual Build

Provides feedback to viability to assembly processes along with build order verification

Image capture, annotation, and work step functionality to aid SOP (work instruction) generation


Process Tree

Indicates information about the currently selected processes; Routing, Operations, Activities

Filtering capabilities allow the user to filter processes by date, models, options, and workstations

Above filter selections are simultaneously applied to the consumption and 3D views

Activities assigned to Operation are displayed in a tree format; allows for customizable views


Consumption Grid

Displays consumption mapped to the selected process(es)

Information fields also include routing, operation, and activity data with the ability to customize the view

Consumption data is simultaneously filtered with process data as noted above

Consumption grid is detachable to move to a secondary screen

Future Capability: Edit mapped consumption without leaving the Virtual Build Module


3D Viewer

Panel used to display 3D data specified by the process and consumption selections

Flexibility to allow for viewing one process and consumption selection or showing a sequential buildup of assemblies as processes are stepped throughHandles many different CAD inputs that are converted to a very lightweight format for ease of maneuverability


Module Ribbon Features


­Workspaces contain the definitions for information that will loaded to the Virtual Build Module

­The workspace defines the workspace name, applicable routing, assigned CAD files, supporting or additional CAD files, filter information assigned by the user, the person who defined the workspace, and the date the workspace was created or modified

­Flexibility to allow for creation of multiple workspace scenarios for same CAD model

­Workspace Manager; UI for defining, opening, and editing workspace(s) – More detail below

­PRC & HSF files are supported; mixing of formats is not supported in the same workspace



Application Modes


­Allows simple interaction with process, consumption, and 3D model data


­Selecting Virtual Build Mode allows the user to step through process Activity Sequence No’s

­A 3D representation of components mapped as consumption is displayed for the user

­A cumulative buildup of the mapped consumption to the last activity selected is displayed

­Provides process & consumption mapping verification; part setup for SOP work step images


­When Highlight Mode is enabled, the parts mapped to the selected activity consumption are highlighted in the 3D viewer


­Allows user to specify with a particular instance of a component is being used with selected activity; useful in cases where multiple quantities exist for a component, but only a subset is used on the selected activity

Mode Options

Mode Options


Edit Consumption

­While in Default Mode, basic editing of key fields is possible

­Fields include: Work Step No, Reference Designator, & Quantity



Refresh Modes


­Refresh of 3D Viewer – not reloading model


­Refresh of data in process tree – routing, operations, and activities


­Reloads all 3D model and process data

Refresh Options

Refresh Options




­Change viewer background color; control of different panel visibility within module

Display Settings

Display Settings


Rendering Modes:

­Allows user to set the desired rendering effect of the model displayed in the 3D Viewer

Rendering Options

Rendering Options


Home :


Smoothly activates the default view for displayed 3D geometry

Note: the default view is typically assigned during the geometry design phase


Zoom Fit :


­Adjusts the zoom level of the displayed 3D geometry to the center of the 3D viewer region while ensuring that all geometry fits within this region


Zoom Area:


­The user can click and drag the mouse around components in the 3D viewer to perform a zoom based on the specified area


Navigation (NAV) Cube & Axis Triad:



­The 3D geometry can be orientated according to the view selected on the navigation cube face

­The navigation cube can be toggled on and off




­Allows the user to position the displayed components following the X, Y, & Z axes.

­The scene is manipulated by selecting the desired axis to rotate displayed parts in the 3D viewer

­The axis triad can be toggled on and off



Transform and Restore All:



­An exploded view of an assembly is generated showing each component of the model separated from the other components

­Functionality is useful in showing the relationship or order of assembly of various parts

­A selected part can be selected and translated (or moved) from its original position

­Double-click the part to view transformation guides




­Restores the part(s) to its original position

Area Select:


­When enabled, functionality is enabled to allow selecting multiple objects in the 3D viewer

­Clicking and dragging the mouse creates an overlaid rectangle will be drawn to show the selection area; ultimately highlighting selected parts

­Parts are highlighted green or yellow depending on their original color



­Allows the hiding of selected component(s) in the 3D viewer by toggling the visibility to off



­Allows the showing of selected component(s) that were previously hidden in the 3D viewer by toggling the visibility to on

Show All:


­The show all command shows all previously hidden components in the 3D viewer to setting their visibility to on


Selection Color:


­The highlight color of a selected part can be changed


Image Editor:


­When coupled with tools above, the user can capture an image of the 3D representation

­Once the image is captured, it can be further edited along with saving as a snapshot, adding annotations, or setting as a SOP Image.

­Further details covered below



­Allows editing of images intended to be used as SOP images; discussed in detailed below

­Capability to combine images, annotate images, and assign image to work steps

­Note: an activity must be selected on the process tree to use the image editor


Cutting Planes:

­Cutting planes can be inserted into the 3D Viewer area to allow for sectioning of the model

­Cutting planes can be inserted along the X, Y, & Z axes

­Cutting plane visibility can be toggled on and off





Allows measuring of distances between desired components

Measurements can be made by either length, point to point, feature to feature and angle

Measurements are collected in the model browser; they can be hidden, shown or deleted

It is possible to hide or show all measurements at once from the Model Browser




Clear previously made measurements and markups

When using the clear function, only markups in the active layer are taken into consideration

Measurements and markups can also be undone while they are being inserted

The markup or measurement can be removed by pressing ESCAPE


Open Workspace


1)A workspace is opened containing definitions for the specified information.

a)The workspace defines the

­Workspace name

­Applicable routing

­Assigned CAD files

­Supporting or additional CAD files

­Process filter information assigned by the user

­The person who defined the workspace

­The date the workspace was created or modified

2)A previously defined workspace can be edited

3)The Workspace Manager contains sort and search features


Workspace Manager

Workspace Manager


Workspace Editor


­Allows the user to create a new workspace

­A current routing is selected for the workspace; selecting includes operations and activities

­A base CAD model is assigned to the workspace

­Additional CAD models can also be assigned to display concurrently with the base CAD model

­Workspace definitions can also be edited by using clip0599

Create Workspace

Create Workspace


­Workspace Name

­Routing ID (selected from previously defined Routings)

­The preferred CAD file format type can be selected

­The base CAD file is selected to the focal point for the workspace



­Additional CAD (supplementary) CAD files can be assigned to compliment the base CAD file


Loaded Workspace


CAD Files Loaded:

1)Main CAD and additional CAD file(s) defined in the workspace definition are loaded to 3D viewer

a.Native CAD formats are converted to PRC or HSF format allowing for performance optimization

b.A workspace may define either PRC or HSF formats; however, a mixture of these formats in the same workspace is not currently supported


3D Viewer

3D Viewer


Load Process Data:

1)The routing data is retrieved

a.Includes Operations assigned to the Routing ID

b.Includes Activities assigned to Operations discussed above

c.Any process filter data defined in the workspace file is applied to the Operations and Activities list

2)The process data is loaded to the process tree sorted by activity sequence number by default

Process Data

Process Data


Filter Process Data:

Screenshot (33)


Consumption Data Retrieval:

Screenshot (35)


View CAD Modes


CAD Model View:

With the CAD Model view, engineers can simply view the CAD Model to visualize, query, measure and snapshot any components or assemblies.  Engineers can click on a part number within Assembly Planner’s mBOM or enter a part number and have that component(s) be selected or highlighted in a different color within the CAD Model.  This interaction between Assembly Planner and the CAD Model makes manufacturing visualization much quicker, easier and accurate than traditional independent viewers offer.

CAD Model View

CAD Model View


Process View:

The Process View is enabled within a new Workspace Feature which allows the engineer to link a BOP Routing and mBOM to the CAD Model.  This workspace enables the engineer to view the Process’s consumption of the mBOM concurrently with the CAD Model as well as reconcile, author and edit this consumption mapping of components to the BOP Routing.

Reference Designators can even be defined to call out specific Bolts or Items to a specific Process step which consumes them.  Using the powerful new Workspace Feature, engineers can now visually associate the Process to the Product to create more accurate process work instructions and assembly sequences during initial launch to the shop floor.

Reference Designator

Reference Designator

Instance mapping feature allows each bolt to be directly reference to a specific Activity or Workstep.

CAD Models can include components from multiple variants and the engineer can select a specific variant to view and document within the Workspace.  The Workspace can also concurrently import multiple CAD models in order to create a combined assembly which might have originally been created from different CAD systems.

An additional powerful capability of the Workspace is an Item ID Mapping module that allows the engineer to quickly, and easily link Items between the mBOM and CAD Model to resolve common discrepancies with part naming conventions between Engineering, Manufacturing and Operations.  

3D Virtual Assembly

3D Virtual Assembly

In the Workspace, engineers can navigate the Process according to the assembly sequence by simply selecting stations (operations) or Activities (tasks) in the Process tree on the left.  Since all of the components are consumed by the Activities within Assembly Planner’s database, the viewer knows to only display those components assembled so far in the process and thus all other components in the CAD Model are filtered out.

Users can then decide to automatically color code those active components consumed in the selected Activity and gray out everything else, or to simply highlight active components while showing the consumed components in their default color.

Engineers can rebalance the Process in Proplanner’s powerful Line Balancing module and apply a balance scenario to the database for immediate visualization, verification and documentation of the task-to-station assignment in the  Workspace.

Snapshots & Image Editor


Snapshot Image Capture:


Image snapshot allows the user to capture an image from the 3D viewer region

A preview of the image is displayed, allowing choices for handling the image

Edit image provides functionality to size, crop, set contrast & brightness before further image handling

The user can also simply save the image as a snapshot against the selected activity to be used later

The image can also be saved directly as an SOP image that may be used within the SOP when further editing is not necessary; prompted for work step assignment

The user also has the choice of directly annotating the snapshot with embellishments to be used as an SOP Image and directly assigned to a work step within the image editor

The preview can also be discarded by cancelling the snapshot preview

Preview Image

Preview Image


Image Editor Feature Overview

The redesigned Image Editor acts as a multifunctional tool for working with image documents within the selected activity

SOP images are easily created from collected snapshots or from importing a desired image file

Standard and custom shapes are available to aid in the image annotation process

Previously saved SOP images can be easily edited WITHOUT recreation of the entire image; i.e. – annotations can be added or modified, images can be moved, added, deleted or edited

Ability to link an SOP images (XML or PNG) can be assigned directly to a workstep from the editor.

SOP Image XML documents which contain the annotation, image, and textual objects in the work instruction image that is eventually captured as a PNG file.

Create corporate libraries of annotation symbols, text styles, and color standards which can then be applied to all users within your organization.


Shape Panel:

The shape panel contains templates, referred to as stencils, that contain shapes used in the image annotation process

Shapes are added easily by dragging and dropping onto the image editing workspace

Assembly Planner contains standard annotation shapes and standard assembly icons; customizable border properties, font types, and fill properties can be set as an administration level function or at the user session level

Additional custom annotation shapes and assembly icons can be added to meet the unique needs of the customer or business case





Image Galleries:

Snapshot Gallery

Snapshot Gallery


SOP Image Gallery

SOP Image Gallery

To aid with organization, two types of image galleries exist for the selected activity in the virtual build module

The Snapshot Gallery contains the snapshots that have been collected and stored for the specified activity. The Snapshot Gallery is a simple collection of gathered images to be used in SOP Image generation.  

The SOP Image Gallery contains all created SOP Images for the selected activity. The SOP Image Gallery contains a collection of images that have received some level of image authoring and are intended be used in activity SOP materials.

Image Editing Workspace

The Image Editing Workspace is the central authoring point for creating SOP Images within the Assembly Planner Image Editor

Snapshot images can be dragged and dropped onto the workspace

Shapes and icons can also be dragged and dropped into a desired location within the workspace

After dropping an image onto the workspace, image can be edited as desired for size, crop, contrast, and brightness

In addition to snapshots, images can also be directly imported into the Image Editor Workspace

All created and saved images are fully modifiable and available for easy editing without starting from scratch


Image Editor Ribbon Features


Application Group Overview:

New SOP Image

Sets up the image editing workspace for the creation of a new SOP image from snapshots, imported images, and annotations


Cancel New SOP Image

This operation can be cancelled, and modifications discarded if an error is made.


Save Images

Saves the workspace content as a SOP Image and stored in the documents section of the selected activity

Any image work step editing, or modifications are also saved at this time


Edit Diagram

A previously saved SOP image can be edited when selected from the SOP Image Gallery

Images inside the selected SOP image (or diagram) can be edited, resized, moved, or deleted

Annotations can be modified or added

Annotations can be modified or added


Edit Selected Image

An image inserted onto the image editing workspace can be further edited

When selected, the image can be cropped, resized, along with color, brightness, and contrast adjustment




Work Steps:

Screenshot (37)


Common clipboard functions are available to allow the user to cut, copy, and paste shapes, text, and images when editing a SOP image.

The user is also capable of setting font attributes of text such as in shapes and textboxes; i.e. – font type, style, and size

Text alignment within a shape or textbox can also be set as desired

Clipboard, Font, and Paragraph Clipboards

Clipboard, Font, and Paragraph Clipboards



Additional common features can be added to the SOP image being edited

A configurable connector(s) can be added; configuration can be set by adjusting the connector properties once drawn on the image editing workspace

Additionally, configurable rectangle shapes can be added; configuration can be set by adjusting the connector properties once drawn on the image editing workspace


Tools Options

Tools Options


Session Annotation Configuration:

Certain annotation shape properties can be configured

Doing so will set shape default settings in the annotation shapes panel

The configurable properties include:

­Stroke (Line) Color

­Stroke (Line) Thickness

­Shape Fill Color

­Shape Fore Color (Text Color)




Configurable Properties

Configurable Properties

NOTE:  These properties can be set by an Administrator at an application level to meet company business needs.  When done in this manner, the settings become the new defaults for the organization.



The INSERT ribbon group allows the user to easily insert pre-configured items on the SOP image being created or edited

A container is a method to group different shape annotations within one container grouping; container properties are configuarable

An image stored outside of Assembly Planner can also be imported to the image editing workspace

The Quality Container is an example container object in the image editor to help the user get start with container configurations

Insert Ribbon Group

Insert Ribbon Group


Selected Shape Styles:

Properties and styles can be set for Individual annotation shape configurations along with some images

Styles are pre-configured settings that can be applied to the selected annotation with one click

Background color and stroke (line) color can be applied to an individually selected annotation

­These settings can be used with settings in the properties pane to further configure the selected annotation in the image editing workspace

Selected Shape Styles

Selected Shape Styles


Variant and Theme Styles

Variant and Theme Styles


Appearance, Behavior, Size & Position Properties

Appearance, Behavior, Size & Position Properties



Arrange Shapes:

An annotation shape or image can be moved forward or backward on the image editing workspace plane as desired