## Using PC-DMIS Planner: An Overview of Essential Steps

This topic provides a basic overview of steps to take inside PC-DMIS Planner so that you can end up with an inspection plan that can then be used inside of PC-DMIS for Windows.

1. Install PC-DMIS Planner. See "Installing PC-DMIS Planner".

2. Create a new .cad file in Planner by selecting File | New or by clicking the New icon from the Main toolbar. PC-DMIS stores your inspection plans in this .cad file. For information on .cad files, see "Working with .Cad Files".

3. If this is your first time using Planner, see "Understanding the User Interface" for a basic overview of the user interface.

4. Import a part model into Planner, or directly interface with a part model using DCI. See "Importing CAD Data" or "Using Direct CAD Interfaces". You can also import existing inspection plans into the current model. See "Importing an Inspection Plan".

5. If you need to modify any settings, see "Setting Preferences".

6. If desired, add GD&T Cad Callouts to your part model. See "Adding GD&T CAD Callouts".

7. Add a new inspection plan to the Plan window. See "Working with Inspection Plans" for ways on how to do this.

8. Add commands to your inspection plan. You can use the Insert menu or appropriate toolbars to insert these types of commands:

   - Alignments. See "Creating Alignments".

   - Auto Features. See "Creating Auto Features".

   - Constructed Features. See "Constructing Features".

   - Section Cuts. See "Working with Section Cuts".

   - Dimensions. See "Adding Dimensions to Features"

   - Comments. See "Inserting Comments".

9. Finalize the inspection plan by "releasing it". This allows the inspection plan to be imported when the .cad file is imported into a part program in PC-DMIS. If desired, you can also manually export the inspection plan as a text file (.ip file).

10. Save your .cad file.

11. Import the .cad file or .ip file into PC-DMIS.