SWW2014 PPT Costing Guide

3DS.
COM Dassault Systmes
SolidWorks Costing
Guide 2014
Blake Reeves
SolidWorks Product Definition
Craig Therrien
SolidWorks Product Management
3DS.COM Dassault Systmes
What we will cover:

1. Intro/The Costing Interface
2. Sheet metal Costing

3. Costing Templates and Tips to
improving efficiency
4. Machining Costing
5. Simplifying Cost Estimates by
Costing per Volume
6. Multi-Body Costing Basics
Costing Interface
Introduction
SolidWorks Costing can be accessed
in the following fashion:
1.
2.
3.
Open any valid 3D model in

SolidWorks (SW Native Part File,
Parasolid, etc.)
Select the Evaluate tab and choose
Costing (alternatively, you can
select Tools > Costing in the top menu
bar)
It is generally recommended to pin
the dialog (upper right hand corner)
when using this tool
Costing Interface
Introduction
When you open a part using SolidWorks
Costing, you are presented with the
interface shown below. The panel on the
right of the screen is the Costing Task
Pane where much of the high-level
details of the part(s) being manufactured
are specified, as well as where the actual
resulting cost is displayed. The pane on
the right is the Costing Manager, also
referred to as the Costing Tree. This
pane is primarily where all of the
manufacturing features, setup
operations and other details related to
the actual manufacturing processes are
located. The following tutorials will take
you through the basics of Costing Sheet
Metal and Machined parts and introduce
the essentials necessary to make a good
cost model.
Costing Manager
Task Pane
Sheet Metal Costing

1.
2.
3.
4.
5.
6.
7.
Open
C:\Introduction_to_SW_Costing\she
et_metal_01.sldprt
Select the Evaluate tab and choose
Costing (alternatively, Tools >
Costing)
Pin the dialog (upper right hand
corner) and examine environment
Choose
sheetmetaltemplate_default(metric
) for the template, if not already
chosen
For Material, choose Steel for the
Material Class and Plain Carbon Steel
for the Material Name if not already
chosen
Set the Thickness to match the model
thickness of 0.8000mm if not already
chosen
Overwrite material cost to be $3.00
Sheet Metal Costing

8.
Select Preview in Graphics Area

under Blank Size
9.
Choose area to cost as Bounding box
10. Enter 5 in the Offset input box to add

an offset of 5.00mm
11. Change total number of parts to 50
and lot size to 50
12. Select the checkbox for
Markup/Discount and enter -15 for a
discount of 15% on the Total Cost of
the Part
Sheet Metal Costing

13. Expand setup, cut paths, and bends
folders <<examine information in
these folders>>
14. Select the part in the view pane and

change the vertical dimension from
120mm to 240 mm, Rebuild
Sheet Metal Costing
15. Right-Click the Cut Path 3 under the

Cut Paths folder which is associated
with the center slot. Change the tooltype to Water Jet.
16. Right-Click the Hem in the graphics

area and select Suppress. Select
Click to Update
Sheet Metal Costing

17. Select Add Custom Operation
button in top left hand corner of the
costing tree
a) Select Painting
b) Select All Faces
c) Select the green check in the top lefthand corner to accept
18. Select the Add Custom Operation

button again
a) Select Add New from the dropdown
b) Enter Name: Deburring
c) Setup Cost = 5, Operation Cost =
0.0025
d) Select per Edge Length for
Operation cost and select All Edges
e) Select the green check to accept
Sheet Metal Costing
19. Expand the custom operations folder

<<note that the two operations now
are shown>>
20. Set the baseline by clicking the
baseline lock button adjacent to the
baseline cost value <<Note: Exact
values shown in images may not
represent correct values, strictly for
demonstration>>
21. Change material to AISI 304 <<note

price significantly goes up>>
Sheet Metal Costing

22. Delete the custom operation for
Painting by right-clicking the
operation and selecting Remove
Custom Operation, compare the
prices of before and after.
23. Ensure no Microsoft Word Documents

are open, Create a Report by selecting
the Create Report button in the
bottom right corner
If a template cannot be found for the report,

go to System Options > File Locations >
Costing Report Template Folder and select the
correct folder if necessary
Costing Report
24. Expand the Company and Quote
Information groups and fill out some
info if you would like
25. In the drop down, choose to create a

Word Document and Select Publish
24. Close this report and create another

one, but choose the Excel option this
time
Costing Templates
1.
Select Launch Template Editor
2.
Explore template features
3.
In the Thickness tab, you should see

two new buttons at the top of the
editor called Export and Update
4.
Select Export and name the excel

spreadsheet as any name. Save to the
desktop or somewhere you can find
easily
5.
The Excel file should open; change all

of the Cost values for 6061 Aluminum
Alloys to 14 using Excel functionality.
Note: do not re-order or modify the names of the

materials, this will cause mis-matches when
updating the information later
Costing Templates
6.
7.
8.
9.
Select Update and select the excel

document that was just saved.
Notice the rows that were updated
are highlighted in green
Close the Template Editor

Close sheet_metal_01
10. Open
C:\Introduction_to_SW_Costing\mac
hined_05.sldprt
11. Launch Costing, Ensure
machiningtemplate_default(metric)
is selected for the costing template,
and Select Launch Template Editor
again
12. Explore differences in items and
features to edit
13. Select the Stock Material tab and
add a new material. Scroll to the
bottom of the table and select
Aluminum Alloys, 1060 Alloy, and
Block, with a cost of 3 USD
Costing Templates
14. Select Aluminum Alloys and 1060
Alloy in the filters at the top of the
table. Note that the next row is prepopulated for you with these
parameters
Note: If you have rows that share similar
information, use Filters to pre-select it and
quicken data-input time.
12. Add another line, but this time select

Plate instead of Block and use a
thickness of 6 mm
13. Select Plate in the list of filters for
Stock Type along with the other filters
14. Quickly add more plate thicknesses

with different costs
15. Save As the Read-Only template as:
machiningtemplate_default(metric)2
.sldctm
16. Close Template Editor
Machining Costing
1.
With the already-opened

machined_05.sldprt, ensure the
template that was created in the last
exercise is selected:
2.
Set Material as Aluminum and 6061

Alloy
3.
Use the Block stock body type
4.
Expand the setup folder and each of

the setup operation folders in the
Operation Setup folder
Machining Costing
5.
Click-and-drag the Slot1 feature from

the Setup Operation 2 folder to the
Setup Operation 1 folder
5.
Expand the mill and hole operations

folders
6.
Expand the pocket, right-click the flat

end mill and select a tool diameter of
15mm
Machining Costing
Change the 75mm width dimension of
the pocket to 60mm note a decrease
in cost for the pocket and slot
8.
Investigate the other features such as

the tapped holes and volume feature
7.
Machining Costing
9.
Drag the handles on the near-face of

the stock to expand stock size
10. Give the additional stock a specific

dimension of 25mm in the Costing
Task Pane
Machining Costing
11. Notice facing operation that was
added to the Machining folder and an
associated Setup and Load/Unload
Cost
12. Right-click the slot in the costing tree,

select Add Operation > Finishing to
add a finishing operation to the slot.
Machining Costing
13. Launch the template editor again,

modify as instructed to tune tool
selection
a) Navigate to the Mill tab
b) Use the filters as shown below: Filter
Aluminum Alloys, Flat End Mill, and
Roughing
c) Highlight the first 5 rows to select all
tool diameters below 5mm by clicking
and dragging on the numbers in the
far left column
d) Press the delete key to delete these
rows and save the template
14. Close the part
Simplifying Cost
Estimates
1.
2.
3.
4.
Open
C:\Introduction_to_SW_Costing\Con
necting_Rod_01.sldprt
Select Evaluate > Costing
Ensure
machiningtemplate_default(englishs
tandard) is selected for the costing
template
Expand the Mill Operations, Hole
Operations, and No Cost Assigned
(NCA) folders
5.
Note the features in the NCA folder.

There is a hole feature with caution
symbol. Expand Hole 1 and choose a
tool to use
6.
Notice Hole 1 moves to the Hole

Operation folder
Simplifying Cost
Estimates
7.
Right click Hole 1 and select Change

to Mill. Notice this hole now moves
to the Mill Operations folder and is
renamed Circular Pocket 1
8.
Follow this same approach to change

Hole 2 to a Circular Pocket as well
9.
Notice the list of Volume features in

the Mill operations folder. Select each
one and notice the red highlighting
around the part.
There are two more Slot features in the NCA

folder, notice they are taken up by the same
space as the volume feature but are zero cost.
This means we recognized a Slot but the
geometry was grouped with another feature
and resulted in a general Volume of material
to be removed. We can control the aspects of
volume features in the Costing Options Dialog
Simplifying Cost
Estimates
10. Open the Costing Options Dialog and
Select Recognize Slot features as
volume features, then select OK
and Yes
11. Notice the Slots are no longer shown

in the NCA folder as they are now
considered part of the volume.
Expand each of the volume features
and notice they all have estimated
tools assigned to them
12. Open the Costing Options Dialog again
and Select Cost per volume
removed, then fill in 1 for roughing, 2
for semi-finishing, and 3 for finishing.
13. Also select the checkbox for Override

template settings for offset-based
finishing and input 0.1 and 0.05. Then
select OK and then Yes
Simplifying Cost
Estimates
14. Notice they all now show Cost per
volume instead of a tool. You can
always right-click an individual feature
and switch between these two
methods if you would like. By selecting
Processing and then a tool or Cost per
Volume
15. Add 0.25in of material to the stock in

the + and - Y directions, notice the end
milling operations are created.
16. Open the Costing Options Dialog once
more and Select Use customizable
volume feature recognition
17. Notice that only volume features are

available in the part. You can modify
how each volume feature is handled
individually or select one way to
handle all of them through the
Options Dialog.
18. Close the part
Multi-Body Costing
1.
2.
3.
4.
5.
6.
Open
hined_01.sldprt
Ensure
is selected for the costing template
Choose Aluminum 6061 for the
Material
Change the stock body type to
Cylinder
Expand the Costing tree and note the
different features created for turning
Note the high price, where does the

majority of it come from? Material Cost
Multi-Body Costing
7.
Close machined_01 and open

hined_02.sldprt (Multi-body version
of machined_01) Note 3 Bodies: Shaft,
Flange, & Weld Bead

Select the
multibodytemplate_default(metric)
10. Select Fillet Bead 1, select
Custom/Removed Material for the
type of body, select Custom Cost per
Volume and enter 0.0005 for the
Custom Cost
8.
9.
Multi-Body Costing
11. Select Split1 [2], Machined for the
type of body, and select Aluminum
6061
12. Select Split1 [1], select Machined
and Aluminum 6061 as well
13. Select Begin Cost Estimation
Note the price is substantially less

expensive already, but lets investigate
more
Multi-Body Costing
14. Expand Machined Bodies and
double-click Split1[2] <<Opens costing
for selected body only>>
15. Expand Costing Tree to see features,

change the template used to the
template created earlier,
16. Change stock type to Plate
17. Right-click Cut Path1 and select the
Plasma cutter
18. Double-click the price of Cut Path6 and
overwrite to be exactly $1.00
Multi-Body Costing
19. Click the Back to Multi-body
Environment button in the top left
corner of the costing tree
20. Now double-click Split1[1]

21. Change the template used again to
and change the stock body to Cylinder.
22. Examine Final Cost of Single-Body and
Multi-body parts
Extra Activities
Machining
Using the
template which you created earlier, Cost
machined_04.sldprt using Aluminum 6061
Costing tasks:
Make the center pillar height taller,
investigate what happens and what
features are created as a result
Modify tool diameters as necessary
Add a custom operation
Set a Baseline, modify geometry, and
create a Costing Report to compare the
two iterations
Extra Activities
Sheet Metal
Using the
sheetmetaltemplate_default(metric)
template which you created earlier, Cost
sheet_metal_02.sldprt using Steel, Plain
Carbon Steel
Costing tasks:
Explore the different Blank Sizes
available (Bounding Box, Flat Pattern,
Custom Sheet Size, etc)
Change a Cut Path tool type to another
tool
Add custom operation
Set a Baseline, modify geometry, and
create a Costing Report to compare the
two iterations
Contact Us!
Interested in SolidWorks Costing? Want
more information on this or related
products? Or maybe you have ideas to
help enhance this or other tools? Feel
free to contact us via email or send us an
ESPR via the Service Request Database
Blake Reeves, Product Definition Manager,
blake.reeves@3ds.com
Craig Therrien, Senior Product Manager,
craig.therrien@3ds.com

SWW2014 PPT Costing Guide

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3DS.

COM Dassault Systmes

3DS.COM Dassault Systmes

What we will cover:

2. Sheet metal Costing

3DS.COM Dassault Systmes

Open any valid 3D model in

3DS.COM Dassault Systmes

3DS.COM Dassault Systmes

Sheet Metal Costing

3DS.COM Dassault Systmes

Sheet Metal Costing

Select Preview in Graphics Area

Choose area to cost as Bounding box

10. Enter 5 in the Offset input box to add

3DS.COM Dassault Systmes

Sheet Metal Costing

14. Select the part in the view pane and

Sheet Metal Costing

3DS.COM Dassault Systmes

15. Right-Click the Cut Path 3 under the

16. Right-Click the Hem in the graphics

3DS.COM Dassault Systmes

Sheet Metal Costing

18. Select the Add Custom Operation

Sheet Metal Costing

3DS.COM Dassault Systmes

19. Expand the custom operations folder

21. Change material to AISI 304 <<note

3DS.COM Dassault Systmes

Sheet Metal Costing

23. Ensure no Microsoft Word Documents

If a template cannot be found for the report,

3DS.COM Dassault Systmes

25. In the drop down, choose to create a

24. Close this report and create another

3DS.COM Dassault Systmes

Select Launch Template Editor

Explore template features

In the Thickness tab, you should see

Select Export and name the excel

The Excel file should open; change all

Note: do not re-order or modify the names of the

3DS.COM Dassault Systmes

Select Update and select the excel

Close the Template Editor

3DS.COM Dassault Systmes

12. Add another line, but this time select

14. Quickly add more plate thicknesses

3DS.COM Dassault Systmes

With the already-opened

Set Material as Aluminum and 6061

Use the Block stock body type

Expand the setup folder and each of

3DS.COM Dassault Systmes

Click-and-drag the Slot1 feature from

Expand the mill and hole operations

Expand the pocket, right-click the flat

Investigate the other features such as

3DS.COM Dassault Systmes

3DS.COM Dassault Systmes

Drag the handles on the near-face of

10. Give the additional stock a specific

3DS.COM Dassault Systmes