How to create 3D Product & Manufacturing Information (PMI)

Training Course Contents

Learn how to use the SOLIDWORKS Model Based Definition (MBD) tools to present product and manufacturing information (PMI) in 3D formats such as 3D PDF, eDrawings, and STEP 242.

You will learn how to include dimensions, tolerances, notes, and other information that is required to communicate necessary data about your models. You will attain the SOLIDWORKS MBD skills to define manufacturing information directly in 3D formats, so that you can eliminate the need for separate 2D drawing files.

Course Info at a glance

In-class 1 Day course (6 hours/day)

Or Online 2 Days (5 hours/day)

Intermediate/Advanced Level

Course Preview

Types of models featured in the SOLIDWORKS MBD Course

Requirements & Benefits


At least 1 month using software

A basic knowledge of Engineering

Features Targeted

Capturing 3D Views

Annotations and DimXpert

Creating PDF Templates

Skills you will acquire

Able to create 3D PMI Models

Assembly annotation with a BOM 

Understand the SOLIDWORKS DimXpert


This course concentrates on the following MBD topics:

Lesson 1: Introduction to SOLIDWORKS MBD

  • Course Layout
  • MBD using Feature Dimensions
  • 3D PDF Capabilities
    • Viewport Options
    • Markup Capabilities
    • Annotations Folder
    • Annotations Views
    • 3D Views
    • MBD using DimXpert
    • DimXpert Capabilities
    • eDrawings and MBD
    • eDrawings Capabilities
    • STEP 242 Files
    • MBD and Assemblies
    • Steps in the Process

Lesson 2: Using Feature Dimensions and Annotation Views

  • Using Feature Dimensions with MBD
  • Default Annotation Views
  • Optimizing Settings
    • Customizing the CommandManager
  • Adding and Organizing Annotations
    • Activating a Annotation View
    • Annotation Views Shortcut menu
  • Adding Reference Dimensions
    • Annotation View Assignment
  • Modifying Dimensions
  • Creating a Section Annotation View
  • Editing an Annotation View
  • Unassigned Items
  • Creating an Annotation View
  • Notes Area
    • Show on Open
  • Exercise 1: Main Body Annotation Views
  • Exercise 2: Flange Annotation Views
  • Exercise 3: Fork Annotation Views

Lesson 3: Capturing 3D Views

  • 3D Views
  • 3D Views Tab
  • Capture 3D View
  • Activating and Modifying 3D Views
  • Using Multiple Annotation Views
    • Dynamic Annotation Views
  • Publishing PMI
    • Publish to 3D PDF
  • Special 3D View Types
    • Detail Views
    • Auxiliary Views
    • Section Views
    • Broken Views
  • Model Break View
    • Accessing Model Break Views
  • Publish eDrawings File
    • Settings to Consider for eDrawings
    • Modifying Font Size
  • Exercise 4: Main Body 3D Views
  • Exercise 5: Broken-out Section and Break Views

Lesson 4: 3D PDF Template Editor

  • 3D PDF Template Editor
  • Areas of the Template
    • Logo Image
    • Primary Viewport
    • Thumbnail Area
    • Pages Tabs
    • BOM Table Area
    • Notes Area
    • Comments and Custom Properties Area
  • Text Types
  • Other Template Aspects
    • Background
    • Page Setup
    • Independent Viewport
    • Projected Viewport
  • Building a Custom Template
  • Saving and Storing Custom Templates
    • 3D PDF Theme File Location
  • Testing the Template
  • Supplemental Tutorials

Lesson 5: Using DimXpert What is DimXpert?

  • DimXpert Settings
    • DimXpert Block Tolerances
    • Block Tolerance
    • General Tolerance
    • General Block Tolerance
  • DimXpert Dimension Settings
    • Size Dimensions
    • Location Dimension
    • Chain Dimension
    • Geometric Tolerance
    • Chamfer Controls
    • Display Options
  • How DimXpert Works
  • Auto Dimension Scheme
  • DimXpertManager
    • Linked Features
    • Tree Display
    • Tolerance Status
  • Show Tolerance Status
  • Modifying DimXpert Annotations
    • DimXpert Annotation Views
    • DimXpert Locations
  • Combining Dimensions
  • Publish using Default Views
  • Creating Multiple Schemes
    • Copy Scheme
  • Manual DimXpert Annotations
  • Feature Selector Toolbar
    • Default DimXpert Features
    • Intersection and Compound Features
    • Collection Pattern Feature
  • Using DimXpert Dimension Tools
    • DimXpert Dimension Types
  • Unique DimXpert Options
    • Linear or Angular Dimension
    • Reference Features
    • DimXpert Direction
  • Supplemental Tutorials
  • Exercise 7: Auto Dimension Scheme
  • Exercise 8: Multiple Schemes
  • Exercise 9: Manual DimXpert Annotations
    • Automating Basic Dimensions

Lesson 6: MBD and Assembly Models

  • Assembly Models and MBD
  • Assembly Level Dimensions
  • Optimizing Settings in Assemblies
    • Additional Settings to Consider
  • Adding Assembly Annotations
  • BOM Tables and Balloons
  • Publishing Assembly PMI
  • Additional MBD Tools
  • Supplemental Tutorials
  • Exercise 10: Assembly Annotations
  • Exercise 11: Assembly Exploded Views

Training Methods

Choose from three different training methods available to you

SOLIDWORKS Group Training

Group/Public Training

Receive SOLIDWORKS training as a group in a traditional classroom environment.

Classes can be taken in one of our 12 training locations across Canada using SOLIDWORKS approved training content and methodologies.

  • Cost effective training method.
  • Leave the office to concentrate on learning.
  • Learn more through group questions and feedback.
SOLIDWORKS Online Training

Live Online Training

With our online training you will experience an interactive learning environment where you can give feedback, gain access to the SOLIDWORKS training files and get time to work on training exercises.

  • Online courses are typically half day sessions.
  • More effective than video based training, with recorded videos learners are often not as focused on the training and skip exercises.
SOLIDWORKS Onsite Training

Onsite at your location

Receive training at your place of work. This style of flexible training is perfect for teams or individuals who are faced with a specific challenge and require personalized courses with on-the-job coaching.

  • Use our state-of-the-art mobile classroom at your facility.
  • Bring your team up to a consistent level of knowledge by having them take the same training at the same time.
  • Benefit from flexible scheduling options.

Upcoming Classes

Choose a SOLIDWORKS MBD class from the list below

  • StartDurationLocationPricing
    Thursday, 8th August, 20242 Days (5 hours/day)OnlineGet a Quote
    Thursday, 3rd October, 20242 Days (5 hours/day)OnlineGet a Quote
    Thursday, 5th December, 20242 Days (5 hours/day)OnlineGet a Quote

    SOLIDWORKS MBD class not listed for your required date or location?

    Get a quote for the course and let us know the date and location where you require training.

    Or learn more about our On-the-job Coaching and Customized SOLIDWORKS Training services.


    Get Custom Training

    Contact us to learn how the SOLIDWORKS MBD course can be included in custom training for your business