Creating a Manufacturing Template

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If you find yourself creating the same tools, setting the same tolerances, and picking the same operation types every time you start a new project in Siemens NX, you’re losing valuable time.

The secret to CAM programming is the Custom Manufacturing Template. Instead of starting from a blank slate, you can start with your favorite machine setup, tooling library, and operation parameters already loaded.

This is useful for specifying templates for certain machines!

Here is a step-by-step guide to building your own.


Step 1: Prepare Your Template Part

The foundation of any template is a start part—a .prt file that contains all the settings you want to reuse.

  1. Create a new part file.
Selecting the  modeling template in the Siemens NX New File dialog to ensure standardized unit settings and attributes.
  1. Switch to the Manufacturing Application.You can do this bit hitting CTRL+ALT+M on your keyboard, or, using the dedicated button found in Applications> Manufacturing.
Navigating to the Manufacturing application icon in the Siemens NX ribbon to begin CNC programming and toolpath generation.
  1. Use the following parameters. Remember, you can change these later.
Configuring the NX Machining Environment by selecting 'cam_general' and the 'Custom_Milling_Template' for a new manufacturing session.
  1. Configure the Essentials:
  • Tooling: Add your standard end mills, drills, and probes to the Machine Tool View.
Viewing the Machine Tool view in the NX Operation Navigator to manage tool carriers and specific tool identifiers.
  • Geometry: Set up your MCS (Machine Coordinate System) and Workpiece. If you always use a specific clearance plane, set it here.
Setting up the Geometry view in the NX Operation Navigator, highlighting the G54 and G55 Machine Coordinate Systems (MCS) under the Workpiece.
  • Methods & Tolerances: Define your Roughing, Semi-Finish, and Finishing methods with your preferred stock allowances and tolerances.
The Method view in the NX Operation Navigator showing categorized milling methods for Roughing, Semi-Finishing, and Finishing passes.
  • Operations: Create "ghost" operations. For example, if you always use a Planar Mill or Hole Making routine, create them now. You don't need to select geometry yet; just set the internal parameters (like stepover, feed rates, or non-cutting moves).
Adjusting Adaptive Milling parameters in NX CAM, including 10% stepover, pillar cutting, and high-speed machining (HSM) transfer settings.
  1. Once your items are in place, navigate to the following location by selecting on the items that are going to be used in the template. Remember, you must do this for each item!
Right-clicking a CAM object in the NX Operation Navigator to access the Object menu and Template Settings for process automation.
  1. At this point, the window seen be low shows up. Below is an explanation of these items.
Enabling the 'Object can be used as a template' checkbox in the NX Template Setting dialog to save custom machining logic.
  • Object can be used as a template - This item will be available to the template. This one is self explanatory.
  • Create if parent is created - If you have this option turned on, then the item will be displayed in the respective Navigator as long as a parent is created. If this option is off, then your object will only be available in its respective Create… operation. For example, if you classify the operation 3D Adaptive Roughing (found in mill contour) as a template object, but not create it if a parent is created, then this command will only be available once you hit Create Operation. It will not be in the navigators at all.

Step 2: Save and Locate Your Template File

Once your part is configured, you need to save it in a location where NX can find it.

  1. Save the Part: Give it a clear name, such as 3Axis_Template.prt. Typically, NX manufacturing templates are stored in a predefined path. However, it is not always feasible to save to this location. Therefore, we suggest you save it anywhere that is easily accessible, such as your desktop.
A custom 3D_Axis_Milling_Template.prt file displayed in the NX template library, ready for reuse across multiple engineering projects.

Step 3: Use Your Template

At this point, you are ready to use your template. You can do this for as many machines as you want! Let's walk you through it.

  1. Open the file that will be machined. In this case, the CAM environment has not been activated.
An L-bracket support model in the Siemens NX Modeling environment, showing a clean feature history in the Part Navigator including extrusions and edge blends.
  1. Activate the CAM application. Select Browse for a Setup Part.
Accessing the Machining Environment dialog in NX and clicking the 'Browse for a Setup Part' folder icon to load a custom manufacturing template.
  1. Select your template.
Selecting the '3_Axis_Milling_Template.prt' from a local directory to initialize standardized manufacturing settings for the Bracket Support part.
  1. Select OK.
Finalizing the CAM session configuration in Siemens NX by confirming the selection of the custom 3-axis milling template under the Machining Environment settings.
  1. Your environment adopts all the settings you enforced in your template.
The NX Operation Navigator after template application, showing automatically loaded manufacturing objects such as G54 coordinate systems and Floor Facing operations.

Why This Matters

Creating templates isn't just about speed; it's about reliability. By "baking" your best practices into a template, you eliminate the risk of forgetting a critical setting or using the wrong tolerance.

If you have multiple machines like a Mazak, Mori, or Haas, they might house different tools and have different operations programmed for them. You can make a template for each of those machines.


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