Handout2849au2849 PDF

Dirty Laundry: Cleaning Up Your Sheets with
AutoCAD® Sheet Set Manager

Tim Douglas – ProSoft in Boise, ID
AC2849 - Dirty laundry is no fun! Many have tried it; many have given up on it. This class will show you how to
clean those sheets! Sheet Set Manager (SSM), in my opinion, is one of the most underutilized tools available to all
AutoCAD software users across the AutoCAD platform. It's designed to save time and money. Understanding SSM
can help improve your efficiency and productivity. Impress your colleagues and managers as you modify entire project
sheet sets in minutes versus hours. Change common sheet elements, such as page numbering, sheet titles, dates,
revision data, and custom fields. In this class, you will learn the ease of how to set up a title block/cover sheet template
with fields built into it. We will show you best practices for taking advantage of SSM. You will learn all about fields and
the ways to use them in a sheet set to improve your productivity. Finally, you will learn how to set up plotting for a
Learning Objectives
At the end of this class, you will be able to:
 C: Compile existing drawings into a single sheet set and successfully set up a sheet set template for new projects
 L: Learn how to organize all project sheets and plot with ease
 E: Easily edit drawings and create and customize fields
 N: Never go back to the old way; successfully have Sheet Set Manager work for you
About the Speaker

Tim started his career in Land Surveying in 1991 where he learned field operations, hand drafting &
CAD. In 1993, Tim became a designer for Clark Regional Wastewater District in Vancouver, WA. He did
early designs using AutoCAD 14, moved to Land Desktop & Civil Design and on to Civil 3D in 2005.
After 10 years at the District, Tim moved into the private sector where he quickly advanced as a leader in
the CAD & Design world. He served as a CAD Manager for a few years before just recently joining
ProSoft, an Autodesk Partner/Reseller in Boise, ID. Over the years Tim has been very involved in user
groups. In 2008, Tim was elected President of the Portland, Oregon area Civil 3D user group where he
led the group to see great success until moving to Boise the summer of 2010. Jan. 2011, Tim founded
and still helps run the Boise Civil Users Group where he still gives presentations and helps others reach
there CAD & design goals. Tim loves to help others and share his experiences.
Email Address: [email protected]

Dirty Laundry: Cleaning Up Your Sheets with AutoCAD® Sheet Set Manager
Setting Up A Sheet Set – Importing Existing Layouts From An Existing

Project:
Purpose
To create a new sheet set to manage all production sheets for the project. Sheet Set Manager
enables you to efficiently create, manage, plot, and share your entire set of sheets from one
convenient location.
1. Sheet Set Manager (SSM) can be opened in many different ways. 1) navigate to the
VIEW tab, Palettes pull down and select Sheet Set Manager (scroll) icon; 2) In the
command line type SSM + Enter; 3) Ctrl+4
All these functions will open the “Sheet Set Manager” dialog box below
2
2. Once the SSM dialog box has opened, click the drop down menu and select “New Sheet
Set…”
3. In the SSM wizard, you should see Create Sheet Set box. Make sure to select
Create…using “An example sheet set” and click next
3
4. Setting the details on the new sheet set and its properties.
 Give the new sheet set a name, something that is quickly identifiable with the project.
i.e. Project number-City of [Name] – Water main extension or Project number-Sewer
Improvements.
 You can also add Sheet Set Properties to this sheet set however, most existing sheet
layout that you are importing my not be associated to any fields. You may choose to
add some a little time.
 Make sure you set the location of where you what your sheet set data file to be stored.
This should be in the same folder as your existing drawings/layouts.
(See next page for placing the .dst , sheet set data file)
4
5. Within the same dialog box for Sheet Set Details you will need to set the path to the
folder the sheet set data file (.dst) is to be stored. Browse to your project CAD folder
and select the folder your “Sheets” will live. i.e. Sheets folder.
 The .dst file needs to be stored in the same project folder that the production
sheets will be placed.
6. Once you have added a sheet set name and the folder location, click Next.
5
7. The next thing to do now is to choose the layouts you wish to import into the new sheet
set. We import those layouts by clicking the Browse button:
8. Browse to and select the folder in which the existing layouts reside. Once you have
selected the folder, click ok and you should see the imported layouts:
 You may uncheck the layouts you wish to not import into the sheet set or click
next and finish to confirm you’re done.
6
Setting Up A Sheet Set – New Project:
1. Sheet Set Manager (SSM) can be opened in many different ways. 1) navigate to the
VIEW tab, Palettes pull down and select Sheet Set Manager (scroll) icon; 2) In the
command line type SSM + Enter; 3) Ctrl+4
All these functions will open the “Sheet Set Manager” dialog box below
(Step 2 continued on next page)
7
2. Once the SSM dialog box has opened, click the drop down menu and select “New Sheet
Set…”
3. In the SSM wizard, you should see Create Sheet Set box. Make sure to select
Create…using “An example sheet set” and click next
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4. The next step is selecting a Sheet Set Example; Chose Select a sheet set to use an
example and then “Company_SSM_Template” and click next
5. Setting the details on the new sheet set and its properties.
 Give the new sheet set a name, something that is quickly identifiable with the project.
i.e. Project number-City of [Name] – Water main extension or Project number-Sewer
Improvements
9
6. Within the same dialog box for Sheet Set Details you will need to set the path to the
folder the sheet set data file (.dst) is to be stored. Browse to your project CAD folder
and select the folder your “Sheets” will live. i.e. Sheets folder.
 The .dst file needs to be stored in the same project folder that the production
sheets will be placed.
 Also, notice the check box next to Create a folder hierarchy based on subsets.
If this is checked and subsets are used in SSM to separate certain groups of
sheets, SSM will store those sheets in a subfolder within the main project Sheets
folder. Example below:
10
7. Once you have selected where to store the sheet set data file, you will need to enter the
properties of the sheet set. Click on the “Sheet Set Properties” button and fill in the
appropriate project information. The properties are linked to fields that are located in
the template and carried over to all new sheets created.
Fields linked to the template and sheets:

a. Description
b. Project number
c. Project name
d. Project milestone
e. Checked By
f. Date
g. Designed By
h. Drawn By
i. Indv Sheet Num
j. Scale
k. Total # of Sheets
a.
b.
c.
d.
e.
f.
g.
h.
i.
j.
k.
Note: Page setup overrides file, browse to and select the project template for the project page
setups; Sheet storage location, browse to the project CAD folder and select the Sheets folder
(this is where all created sheets will be stored); Sheet creation template, browse to and select
the project template
Once you have filled in all necessary fields, click OK
11
8. When you have completed adding the sheet set properties you will need to confirm your
inputs and click Finish
Now you are ready to start creating sheets for your new project. To create new sheets see
Create Project Sheets on the next page.
12
Creating Project Sheets:
Purpose:
To create new sheets with all your company standards, layers, text styles, dimension styles, line
types and layouts following a specific standard. This is important for maintaining consistency
throughout all sheets created.
1. Sheet Set Manager (SSM) open right click on the project title in the sheets window and
select “New Sheet…”
13
2. Once the New Sheet… dialog box comes up, you will need to start filling in the
necessary fields shown below.
a. Number: type in the sheet number to be displayed in the lower right corner of the
title block. (C1, C2…C14, etc)
b. File name: type in the PROJECTNUM_DESC, make the description short i.e.
P10-0000-SS IMP C1
c. Sheet title: This title will be displayed in the SSM for the sheet title and on the
sheet within the title block.
a c.
.
b
.
Completed Example:
a c.
.
b
.
Click OK once fields have been updated.
Note: Open in drawing editor is checked. If this remains checked the sheet will open for
editing after clicking OK. It is recommended to uncheck when creating several sheets in your
set. Once all sheets are created you can go back and open the individual sheets.
14
You have just created all your sheets for your project and now it’s time to edit the sheets.
3. Editing fields in sheets: Right click on the sheet you’d like to edit and select Properties.
These the properties for this individual sheet and will not affect other sheets. Fill in any
needed information not added at sheet creation,
i.e. Description, Indv Sheet Num, etc
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4. To publish all sheets or just selected sheets; right click on Sheet Set title to publish all
sheets and hover over Publish, in the slide out hover over Publish using Page Setup
Override, another slide out will appear for you to select the appropriate plotter you’d like
to publish the sheets to.
The page setup overrides are setup through the template layout tab. Create your
plotting setting in your template to be associated with all new created sheets
To publish certain sheets select by CTRL + clicking on the needed sheets, right click and
follow the same procedure for publishing all sheets.
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Dirty Laundry: Cleaning Up Your Sheets with

AutoCAD® Sheet Set Manager

About the Speaker

Email Address: [email protected]

Setting Up A Sheet Set – Importing Existing Layouts From An Existing

Setting Up A Sheet Set – New Project:

(Step 2 continued on next page)

Fields linked to the template and sheets:

Once you have filled in all necessary fields, click OK

Creating Project Sheets:

Click OK once fields have been updated.

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