CadActiveSupport

concept

Parameter Management

Parameters and Parameter Profiles in Standardize, how they attach to Model Templates, and how you import and export parameter values from Creo.

Parameter Management is how Standardize defines Creo parameters for your organization and groups them for reuse. You author the catalog and the bundles in the web app. Creo applies those values when you apply a Model Template, and you can also import and export live parameter values from reports.

Two records work together:

  • Parameters are the catalog entries: name, type, default, and other definition fields. A Parameter by itself does not land on a model.

  • Parameter Profiles are named bundles of those catalog entries, with optional per-profile overrides. You attach a profile to a Model Template, or you pick a profile when you run a parameter report.

This is not Designator. Designator names components. A Designated checkbox on a Parameter Profile membership is the Windchill designate flag on that Creo parameter.

Who does what

Role

Where

What they do

Admin / CAD manager

Web app

Create Parameters and Parameter Profiles under Standardize → Model Metadata. Attach a profile to a Model Template as the Model Parameter Profile or Component Parameter Profile.

Engineer

Creo — Apply Model Template / Model Builder

Receive the template’s model Parameter Profile on the new or updated model.

Engineer

Creo — reports

Export or import parameter values with Model Parameter Report or Component Parameter Report.

How profiles attach to Model Templates

A Model Template can point at one Parameter Profile in each of two slots. The same profile record can fill either slot — the slot on the template is what changes the meaning.

Slot

What it is

Part

Assembly

Drawing

Model Parameter Profile

Parameters on the model itself. Apply Model Template uses this profile. Model Parameter Report, filtered by Model Template, uses it for columns.

Yes

Yes

Yes

Component Parameter Profile

Parameters in component context. Component Parameter Report, filtered by Model Template, uses it for columns and limits rows to matching components.

Optional

Yes

No

Import and export in Creo

Two Standardize reports read and write parameter values on models. Dedicated how-tos for those reports come later. This is the short version.

Both reports prompt for Import or Export, then a method:

  • All Model Parameters or All Component Parameters — every relevant parameter (wide spreadsheet).

  • By Parameter Profile — columns limited to that profile.

  • By Model Template — rows limited to models or components that match the template; columns come from the template’s matching profile (model vs component, as above).

Model Parameter Report runs on parts and assemblies (an assembly expands to unique models). Spreadsheet columns start with MODEL_NAME and MODEL_TYPE, then parameter names. Import writes those values back onto the models.

Component Parameter Report runs on assemblies only. Spreadsheet columns start with COMPONENT_PATH, MODEL_NAME, and MODEL_TYPE, then parameter names. Import writes values in component context.

Default file type is Excel (.xlsx); CSV is accepted. Starting the report from the CadActive report picker requires Standardize. Export also requires the Reporting product. Batch export uses Reporting Command Line with -REPORT="Model Parameter Report" or -REPORT="Component Parameter Report". That path is export only. Standardize Command Line does not import or export parameter values.

What is not Parameter Management

  • Designator names components. It is a separate Standardize tool. Do not use it to import or export parameter values.

  • Applying a profile onto a model is Apply Model Templates, not a separate Parameters command.

  • Note Management (Notes, Note Contents, Note Profiles, Note Builder) and Geometry Publisher are other Standardize tools; they are not parameter definitions. A Parameter note content picks a catalog parameter; it does not create one.

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