Solidworks

How to Change the Plane of an Assembly in SolidWorks

Understanding Plane Changes in SolidWorks

Adjusting the plane of an assembly in SolidWorks is essential for ensuring your design aligns correctly with your project requirements. Whether dealing with complex assemblies or simpler configurations, knowing how to move and manage your assembly planes enhances your workflow. Here’s a comprehensive guide on how to change the plane of an assembly successfully.

Step 1: Open the Assembly

Begin by launching SolidWorks and opening the assembly file where you want to alter the plane. Ensure that all components are correctly loaded and visible in the assembly workspace.

Step 2: Identify the Current Plane

Before making any adjustments, take a moment to identify the current planes of your assembly. These are typically represented by the default planes: Front Plane, Top Plane, and Right Plane. If any custom planes exist, identify those as well.

Step 3: Insert a New Plane (if necessary)

If there isn’t a suitable existing plane for your needs, you may need to create a new one:

  1. Navigate to the Features tab on the CommandManager.
  2. Select Reference Geometry and then click on Plane.
  3. Define the new plane by selecting three points to establish its position or select a surface and an offset value. You can also use existing planes and apply certain dimensions to establish the new plane.

Step 4: Move Components to the New Plane

Once the desired plane is ready, you can proceed to reposition your components:

  1. Select the component that needs adjustment, either by clicking on it directly in the graphics area or locating it in the FeatureManager design tree.
  2. Use the Move Component tool from the Assembly toolbar. This tool allows you to drag the component freely or specify precise movements.
  3. In the PropertyManager to the left, choose either "Free Drag" for manual adjustment or "Along Assembly XYZ" to lock your movement to specific axes.

Step 5: Apply Mates for Proper Alignment

To ensure your parts align correctly with the new plane, implementing mates is necessary:

  1. Go to the Insert tab and select Mate.
  2. Choose the new plane and identify the surface of the component you are adjusting as the mating surface.
  3. Specify any additional constraints needed for accurate alignment.

Step 6: Verify the Changes

After moving the components and applying mates, check to see if everything aligns as intended. Rotate and zoom in on the assembly to ensure that components are correctly placed concerning the new plane.

Step 7: Save Your Changes

Finally, don’t forget to save the assembly to retain the changes made. Ensure the assembly is correctly updated in the SolidWorks database.

Frequently Asked Questions

What is the importance of changing planes in an assembly?
Changing planes is crucial as it allows for better alignment of components, ensuring that designs meet specifications and function properly in their intended application.

Can I use sketches on the new plane?
Yes, you can create new sketches on your new plane. Just ensure you select the correct plane when starting a sketch.

How do I revert to a previous plane if needed?
To revert to a previous plane, simply select the component and apply the original mating conditions, or delete the newly created plane if it’s not necessary.

About the author

Wei Zhang

Wei Zhang

Wei Zhang is a renowned figure in the CAD (Computer-Aided Design) industry in Canada, with over 30 years of experience spanning his native China and Canada. As the founder of a CAD training center, Wei has been instrumental in shaping the skills of hundreds of technicians and engineers in technical drawing and CAD software applications. He is a certified developer with Autodesk, demonstrating his deep expertise and commitment to staying at the forefront of CAD technology. Wei’s passion for education and technology has not only made him a respected educator but also a key player in advancing CAD methodologies in various engineering sectors. His contributions have significantly impacted the way CAD is taught and applied in the professional world, bridging the gap between traditional drafting techniques and modern digital solutions.