PTC Mathcad Prime 3.0: Standardizing Worksheets with Templates

templates

**Guest blog post by Cat McClintock**

Imagine you click the New button in PTC Mathcad and, instead of a blank worksheet, the system launches a page with all of your setup work already done. Perhaps your company branding is there. Headings and text fields appear just where you need them. And equations are in place, with the units you need. There might even be some boilerplate legal notices.

That’s the vision with the new templates functionality available in PTC Mathcad Prime 3.0. 

Here’s what a template might look like:

templates in PTC Mathcad Prime 3.0

For individuals, a template can save them from repeating the tasks they do every time they write a report. For companies, templates can save time wasted as engineers each configure their own worksheets.

Andrew McGough, ­­­­­­­­PTC Mathcad Product Manager, recently explained to me how it works:

Use a blank worksheet to create the layout and data you want for your template. Then, instead of saving the worksheet as an MCDX file, save it as the new file type, MCTX, in your new  ‘My Templates’ or ‘Shared Templates’ folder. Then, the predefined worksheet is available to you anytime you want to use it as the basis for a new worksheet.

How to use templates in PTC Mathcad Prime 3.0

New. Click the New button, and unless you’ve configured your system differently, you’ll still get a blank worksheet. However, if you hover over it, you’ll see a flyout menu that offers additional choices.

New > From My Templates opens a folder where you’ve saved templates that you use personally—probably for projects you find yourself doing frequently. For example, civil engineers may find that they use the same load calculations over and over.

New > From Shared Templates opens a shared folder that contains templates you and others use frequently. For example your company may require you to use a template that’s branded with its logo and disclaimers for documents that will be distributed to vendors or OEMs.

New > From Default Templates opens a directory where you can choose from sample templates we’ve created for you, largely as inspiration.

If you want to edit an existing template, you can access it via the Open menu, modify it, and save it as the same or as a new template.

How to configure folders in PTC Mathcad Prime 3.0

You can also use the PTC Mathcad Options window (‘M’ > Options > Options) to configure your folders the way you want them. You can specify an alternate path for both your ‘My Templates’ and ‘Shared Templates’ folders.

Why change the path to your template folders? Here’s one example: a company wants employees to use a set of standard templates. The company can keep all the templates in a common shared drive. Then, users configure their Shared Templates folder to point to that shared drive. That way, everyone can reach the templates quickly from the desktop.

For your personal templates, you may have an existing file structure that works better with your processes. No matter where you keep your templates, by configuring your preferred path, they can still be defined and accessed directly from within PTC Mathcad Prime 3.0

You can also select Use an alternative template when creating new worksheets to specify a template to use every time you click New, so every new worksheet you create is already populated with content of your choosing.

PTC Mathcad Prime 3.0 and the new templates functionality can house any content, documentation, or calculation. The templates are easy to create, save, find, and reuse. In short, they help you standardize your documents and keep them accessible.

**Cat McClintock is a writer for The Creative Treatment, based in North Dakota.**

About Anna Giangregorio

Anna Giangregorio has been working in PTC’s marketing department since May of 2011 supporting a variety of different programs in North America. When she isn’t in the office, she likes to travel, walk her dog, and carry on with her quest to find and sample the best Buffalo Wings she can get her hands on. To see more social media posted by Anna, follow her Twitter handle @AnnaG_PTC.
This entry was posted in Best Practices, Mathcad, Mathcad A to Z, The Inside Scoop, Tips & Tricks and tagged , , , , , . Bookmark the permalink.

One Response to PTC Mathcad Prime 3.0: Standardizing Worksheets with Templates

  1. Mo Det says:

    Wow, yet another thing that PTC removed, just so that they can claim they invented it?
    “That’s the vision with the new templates functionality”

    Sorry to burst your bubble, but functionality was in Mathcad more than a decade ago.

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