Projects

The Projects options are located in the ATR CustomTools Profile Options.

Select the desired ATR CustomTools product from the table below to display further and product-specific instructions to find the Projects options.

CT product	Instructions
SOLIDWORKS Add-in	Click Tools, ATR CustomTools, Options. The ATR CustomTools Options dialog box appear with the Profile Options tab active. Select the Projects node to see the options.
ATR CustomTools Viewer	Click the Options command located in the ribbon. The ATR CustomTools Options dialog box appear with the Profile Options tab active. Select the Projects node to see the options.
ATR CustomTools Administration	Login to your ATR CustomTools database, select the ATR CustomTools profile node from the Database View and then click the Profile Options command located in the Profile Settings group in the ribbon. The ATR CustomTools Options dialog box appear with the Profile Options tab active. Select the Projects to see the options.

Add	Create a new project. Projects created in the ATR CustomTools Profile appear in the Projects options in a tree structure, sorted by creation time.
Edit	Edit the selected project. You can change the name and number of the selected project.
Delete	Removes the selected project.
Archived	Sets the selected project as Archived. Archived projects do not show up in the Project selection combobox or in the Projects options by default. To show archived projects, select the Show archived projects option. NOTE: If you archive a project with sub-projects, all sub-projects are automatically set as archived. This does not work vice versa; you need to unarchive the parent and child projects one by one.
Show archived projects	Select this option to show archived projects in the ATR CustomTools Projects options. Projects with the Archived option selected are hidden in the Projects tree unless this option is selected.
Sort Projects	Set up how to sort your ATR CustomTools projects using the options available in the Sort Projects dialog box.

Projects in your ATR CustomTools Profile Options are shown in a hierarchical tree view. You may expand/collapse project nodes to see/hide child projects associated with the selected project.

The Settings group is used to define the default file naming rules used by the project. Each project can have specific rules for file naming. If you have not added any projects, the file naming rules are based on the General project that belongs to all profiles by default.

You can use Windows environment variables to define the target path for saved files. The percent signs (%) at both ends of the folder name mean the folder is defined as a local environment variable.

For Example: %TEMP% saves files into the temporary folder of the user currently logged into Windows.

Model Filenames:

Property used as filename	Select the Property used to generate the file name. Ensure the value of the selected Property does not violate filename rules to avoid issues when saving.
Property used as part filename	Select this option to generate specific file names for part documents based on the Property selected in the Property used as part filename box.
Save folder	Defines the default destination path for parts and assemblies. Leave empty to define the destination path for each model separately while saving. If the folder does not exist, it is automatically created on save.
Allow saving in different location and/or different filename	When selected, the SOLIDWORKS Save As dialog appears on file save to allow you to modify the destination folder and/or file name manually. If not selected, files assigned to a project are always saved into the project save path defined in the Save folder box. If a file with the same name already exists, you are prompted to choose whether to overwrite it.
Demand changing of filename when value of Property used as filename is changed	If the value of the Property used to generate the file name is modified, the Filename Changed dialog appears.
Ignore files located in defined Design Library folders	File naming rules do not apply to files stored in folders assigned to the Design Library.

Drawing Filenames:

Name drawings according to	Select how the name of the drawing is generated. Ensure the value of the selected Property does not violate filename rules to avoid issues when saving.
Property value of drawing	Uses a Property value defined for the drawing to generate the file name. Select this option to select the Property scoped to drawings (Drawing Properties) from the Property box.
Property value of referenced model	Uses a Property value defined for the model (part and assembly) to generate the file name. Select this option to select the Property scoped to models, parts, or assemblies (Model Properties) from the Property box.
Referenced Model filename	Select this option to generate the drawing filename based on the model referring to the drawing.
Property	Select the desired Property to use as the drawing file name. The Property box is available when you have selected the Property value of drawing or Property value of referenced model option.
Save folder for drawings	Defines the default destination folder for drawings. Leave empty to save drawings in the same folder as their referring models. If the folder does not exist, it is automatically created on save.

The Windows operating system has rules for file names. The following rules apply to ATR CustomTools Projects file naming for Models and Drawings:

<	Less than
>	Greater than
:	Colon
"	Quotation mark
/	Slash
|	Vertical bar
*	Asterisk

Defines default Property values for SOLIDWORKS parts belonging to the project. Parts can have pre-defined values for Properties. For example, sequences can be pre-selected for Properties using the GetCode function.

When you pre-select the sequence to generate a code for parts assigned to the selected project, the name of the selected Sequence appears in the Property box inside [square brackets].

When you select the default Sequence to generate the document code, the sequence selected in the Projects options is selected by default in the New Code dialog box. You can also use Serial Numbers located in the SOLIDWORKS PDM Vault in ATR CustomTools Projects.

Defines default Property values for SOLIDWORKS assemblies belonging to the project. Assemblies can have pre-defined values for Properties. For example, sequences can be pre-selected for Properties using the GetCode function.

When you pre-select the sequence to generate a code for assemblies assigned to the selected project, the name of the selected Sequence appears in the Property box inside [square brackets].

When you select the default Sequence to generate the document code, the sequence selected in the Projects options is selected by default in the New Code dialog box. You can also use Serial Numbers located in the SOLIDWORKS PDM Vault in ATR CustomTools Projects.

Defines default Property values for SOLIDWORKS drawings belonging to the project. Drawings can have pre-defined values for Properties. For example, sequences can be pre-selected for Properties using the GetCode function.

When you pre-select the sequence to generate a code for drawings assigned to the selected project, the name of the selected Sequence appears in the Property box inside [square brackets].

When you select the default Sequence to generate the document code, the sequence selected in the Projects options is selected by default in the New Code dialog box. You can also use Serial Numbers located in the SOLIDWORKS PDM Vault in ATR CustomTools Projects.

• Project Settings editor
• Change order of your projects using the Sort Projects feature
• Model Properties
• Drawing Properties
• Setup an integration with your SOLIDWORKS PDM Vault using the SOLIDWORKS PDM Settings
• Properties pane