Inventor 2014 Essential Training
Illustration by Richard Downs

Basic menu customization


Inventor 2014 Essential Training

with John Helfen

Video: Basic menu customization

Now that we've been through the user interface components, I want to So what I'm going to do is walk through a couple different customizations that The three areas we're going to discuss are the ribbon The user interface component I want to call Again, not something major, but it could be if you use The final place that I want to talk about basic customization is the navigation bar.
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  1. 1m 24s
    1. Welcome
    2. Using the exercise files
  2. 6m 20s
    1. Exploring major workflow steps
      2m 19s
    2. Reviewing different file types
      4m 1s
  3. 22m 3s
    1. Navigating using the ViewCube
      4m 56s
    2. Navigating using the navigation tools
      5m 31s
    3. Using the browser
      3m 34s
    4. Using the ribbon bar
      2m 47s
    5. Using the Quick Access Toolbar
    6. Using the Marking menu
      4m 33s
  4. 22m 6s
    1. Basic menu customization
      6m 40s
    2. Custom ribbon bar panels
      6m 22s
    3. Keyboard
      5m 9s
    4. Marking menu customization
      3m 55s
  5. 20m 24s
    1. Project file introduction
      3m 54s
    2. The project file: .ipj
      4m 4s
    3. Setting up the project file for this course
      7m 11s
    4. Frequently used subfolders
      5m 15s
  6. 22m 31s
    1. Introducing sketching
      4m 55s
    2. Working with origin geometry
      4m 46s
    3. Understanding constraints
      7m 39s
    4. Application options
      5m 11s
  7. 50m 43s
    1. Drawing lines
      6m 29s
    2. Creating rectangles and arcs
      9m 26s
    3. Creating splines
      6m 35s
    4. Creating slots
      5m 43s
    5. Construction geometry
      6m 18s
    6. Dimensioning
      9m 34s
    7. Parameters
      6m 38s
  8. 30m 33s
    1. Move, copy, and rotate sketch geometry
      7m 43s
    2. Trim, extend, and split sketch geometry
      6m 20s
    3. Scale, stretch, and offset geometry
      7m 47s
    4. Creating rectangular, circular, and mirrored sketch patterns
      8m 43s
  9. 19m 27s
    1. Understanding work features
      3m 58s
    2. Creating offset work planes
      4m 17s
    3. Creating work planes
      6m 59s
    4. Creating work axes and points
      4m 13s
  10. 16m 50s
    1. Projecting geometry
      7m 7s
    2. Importing AutoCAD data
      9m 43s
  11. 54m 31s
    1. Part feature introduction
      5m 14s
    2. Creating a base extrusion feature
      8m 46s
    3. Keeping extrusions connected with the To next face/body option
      4m 29s
    4. Creating revolves
      7m 42s
    5. Creating complex shapes with the Loft tool
      8m 50s
    6. Adding control to a loft by creating rails
      8m 40s
    7. Creating a sweep feature
      6m 16s
    8. Creating a sweep feature with model edges
      4m 34s
  12. 24m 44s
    1. Adding holes to a part model
      10m 10s
    2. Modifying edges with fillets and chamfers
      4m 18s
    3. Hollowing parts with the shell feature
      10m 16s
  13. 25m 37s
    1. Creating rectangular feature patterns
      9m 23s
    2. Adding intelligence to a rectangular pattern
      5m 45s
    3. Creating rectangular feature patterns along a path
      2m 22s
    4. Creating circular feature patterns
      3m 11s
    5. Mirroring part features
      4m 56s
  14. 31m 30s
    1. Understanding iParts and iFeatures
      3m 19s
    2. Creating an iPart from an existing part
      11m 0s
    3. Changing between versions inside an iPart
      5m 50s
    4. Extracting iFeatures for use in other parts
      5m 11s
    5. Inserting iFeatures into a part
      6m 10s
  15. 26m 23s
    1. Introduction to assemblies
      1m 59s
    2. Placing components
      7m 40s
    3. Creating components in the context of an assembly
      8m 9s
    4. Placing fasteners from the Content Center
      8m 35s
  16. 46m 14s
    1. The Mate/Flush constraint
      9m 42s
    2. The Angle constraint
      5m 34s
    3. The Insert constraint
      3m 55s
    4. Driving constraints
      10m 0s
    5. The Transitional tab
      3m 50s
    6. The Motion tab
      9m 18s
    7. Contact sets
      3m 55s
  17. 18m 38s
    1. Adding materials to parts in an assembly
      4m 3s
    2. Visual styles
      4m 52s
    3. Enhancing the design experience with shadows
      2m 9s
    4. Adding a ground plane, reflections, and perspective to a design
      3m 34s
    5. Changing the lighting style to match a design
      4m 0s
  18. 39m 11s
    1. Exploring initial drawing creation
      5m 6s
    2. Placing base and projected views
      9m 31s
    3. Creating section views
      8m 0s
    4. Creating detail views
      3m 56s
    5. Creating a breakout view
      5m 41s
    6. Creating auxiliary and cropped views
      6m 57s
  19. 25m 57s
    1. Creating general dimensions
      9m 20s
    2. Changing dimension precision
      4m 21s
    3. Creating baseline, ordinate, and chain dimensions
      5m 51s
    4. Creating baseline, ordinate, and chain dimension sets
      6m 25s
  20. 10m 43s
    1. Creating individual balloons
      4m 34s
    2. Creating a group of balloons with automatic ballooning
      3m 40s
    3. Adding a parts list to the drawing
      2m 29s
  21. 30s
    1. Next steps

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Watch the Online Video Course Inventor 2014 Essential Training
8h 36m Beginner Apr 17, 2014 Updated May 19, 2014

Viewers: in countries Watching now:

Already up and running? This course is the next step in building your Autodesk Inventor skillset. Author John Helfen takes you through the interface and key processes of this parametric design system, including sketching, part modeling, assemblies, and drawings. Each process works in conjunction with the rest, allowing you to create parts and assemblies and document them in a way that they can be manufactured. Learn how to set up your project file; create and modify geometry; create extrusions, sweeps, and lofts; build parts with placed features and patterns of features; and create iParts and iFeatures. John also covers assembly visualization techniques, drawing views, and balloons and parts lists.

The course was created and produced by John Helfen. We're honored to host this training in our library.

Topics include:
  • Customizing Inventor's menus
  • Drawing rectangles, arcs, splines, and slots
  • Moving, copying, and rotating geometry
  • Trimming, splitting, scaling, and stretching geometry
  • Creating work planes
  • Projecting and importing geometry
  • Creating extrusions, revolves, sweeps, and lofts
  • Adding holes to a part model
  • Creating rectangular feature patterns
  • Creating iParts and iFeatures
  • Using constraints to position parts
  • Creating drawing views
  • Setting dimensions
John Helfen

Basic menu customization

Now that we've been through the user interface components, I want to take a minute to talk a little about basic menu customization. Now, I wouldn't recommend that those who are new to Inventor jump into the system and start doing major customization. As a matter of fact, I would recommend against it. That said, and as you become familiar with the interface, knowing how to do basic menu customization can come in quite handy and make a lot of your design process faster. So what I'm going to do is walk through a couple different customizations that you can do and even some that I do on a regular basis.

The three areas we're going to discuss are the ribbon bar, the quick access toolbar, and the navigation bar. Now, I'll start with the ribbon bar but before I get into the customization, I want to talk a little bit about some of the uy stuff. I mean to go ahead and double click on the engine block to get into the part modeling environment. And you can make these customizations in any environment but I've chosen the part modeling environment as my starting point. The user interface component I want to call out real quickly before we get started, are these triangles that you see on some of the buttons and the labels for the panels.

What those triangles indicate are the fact that there's some type of information that's hidden underneath that component. For the button, for example, you have the top half, which is the default command, or the last used version of this command. The bottom half is a drop down that actually shows you other functionality that's available. For example, if I select cylinder, it changes the top half to show the cylinder, and it'll remain that way until I select another option from underneath that menu.

So if I go back to this drop-down and select Box, you'll see that, that menu has been updated. So that's one minor thing that you should know about for basic customization. But to expand on that, I want to talk a little bit about the drop-down here on the panel. If I click on this label, I am exposing the expanded panel. Up on the top you have the main panel, and down below you have the expanded panel. Moving your cursor off of that auto hides that expanded panel. Now the reason I bring this up, is while it's now major customization, it's one of the things that can help your design process.

Say for example, you're doing part modeling, and while you don't use the derived functionality very often you do use decals. You put stickers on your parts quite often. If that's the case, then having the decal functionality hidden in the expanded view, could be quite inconvenient. It means that every single time you want to do that functionality, you have to make one extra click, which might not seem like a lot, but if you're doing it frequently, it's going to slow you down. So what I want to do is, really quickly, swap these two commands. And I can do that by right clicking on the derive functionality or any of these commands for that matter and selecting move to expanded panel.

You can see it's been removed from the main panel and if I expand the expanded panel you can see that here's derive. Now, I can right click on the decal and select move to main panel, and I've essentially swapped those two functionalities. Again, not something major, but it could be if you use decal, and that's something you can do with all these commands. So it's important as you move along that you may find certain areas where you want to make tweaks like this. I'm going to go ahead and do this one more time. I'm going to right click on the decal and say move to expanded panel.

I'm going to open the expanded panel, right click on derive, and hit Move to main panel, and I'm doing this just so you can see it one more time plus I actually do use the drive functionality. So, I'm going to leave it like that. The next area for customization is the quick access tool bar. Now, the quick access tool bar allows me to put commands that I use frequently up on the quick access toolbar so no matter what tab I'm on I can access those commands. Now if I go to the view tab you can see the visibility panel an object visibility button.

And this is the one I'm going to use to show customization and it's one I use quite frequently. But what it does is it enables work features I've created, work planes work axis work points, when I was building this part. Now as you can see, for more complex parts those work planes can get in the way quite a bit. And you can turn the visibility off individually but this allows you to do it in a quick, bulk action. Now I don't want to have to switch to the view tab every single time I want to do that. So what I'm going to do is right-click on that command and select add to the quick access tool bar.

And you can see I have the button here on the quick access tool bar and over here on the view tab still. So it doesn't move the command like it did when we were moving it to the expanded panel, it essentially makes it available in multiple locations. So if I go back to the 3D model tab I can still very quickly toggle on and toggle off my work features. Now, you can do this with any command. It just happens to be that the object visibility is one that I use quite frequently. The final place that I want to talk about basic customization is the navigation bar.

In a previous movie when I was talking about the navigation tools, I mentioned that I don't use most of these tools because I can get pan, zoom and rotate all from my, mouse button combinations. But I did mention that the things I do use are not even visible by default. And that's what I wanted to talk about customizing. If we go back to the view tab, I wanted to call out the orthographic toggle, so you can toggle between orthographic and perspective, and the visual styles command. Those are two things I that I use quite frequently when doing design because it helps me visualize my design and understand how things work and where things are located in space.

But I don't want to have to go to the view tab every time I want to make a switch. So, one of the options I have for the navigation bar is to use this triangle in the bottom right hand corner to bring up other options. I can check things that I want and uncheck things that I don't. So if you wanted to remove pan, zoom and rotate from that menu you can simply click them to toggle them on and off. In this case, I'm going to turn on my Projections and I'm going to turn on my Visual Styles. And what I've done is simply added two new buttons to this menu which could also be found in the View tab, but are now more readily available.

And I can simply, from this location, now change my Perspective or go to Orthographic View, or change my visual styles, perhaps I want to see visual edges only, perhaps I want to see wire frame. I can get to those very easily now without having to switch to the View tab to do so.

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