Managing Design Attributes with the Properties Panel in Altium NEXUS

The options in this section of the panel determine which schematic objects may be selected in the design space.

• All - On button – select to remove object filtering so that all types of objects may be selected.
• Object buttons – toggle each object button to enable/disable the ability to select that object type.

• Units – select the desired unit. Choose either mm or mils.
• Visible Grid – enter the desired grid. Use the or to show/hide the grid in the design space.
• Snap Grid – check the box to enable snap grids. Enter the desired grid in the text box or use the G shortcut to cycle through the different grids.
  • Snap to Electrical Object Hotspots – enable to use the snap grid to snap to an object's electrical hotspots or use the Shift+E shortcut.
• Snap Distance – when the cursor is within this distance from an enabled object snap point (and snapping is enabled for the active layer), the cursor will snap to that point.
• Document Font – set the font size, style and any additional font attributes that will be used for the text associated with all objects in the document sheet. For any given object, the font settings may be overridden in its corresponding Properties panel mode, which is enabled when that object is selected.
• Sheet Border – check the box to enable a sheet border then click the colored box to change the border color.
• Sheet Color – click the colored box to change the sheet color.

• Formatting and Size
  • Template mode – set the page size and format by selecting from a range of predefined schematic sheet templates. The list includes local and Workspace templates found in the location specified in the Data Management – Templates page of the Preferences dialog. Note that a default schematic sheet to be used for new schematic documents can be defined in the System – New Document Defaults page of the Preferences dialog.
    • Template – use the drop-down menu to select from a list of Workspace and local templates, and if required, use the button to refresh the template.
    • Width/Height – the dimensions of the current page size shown in the current document units (see the General section above).
  • Standard mode – set the sheet size to a standard page format.
    • Sheet Size – use the drop-down menu to select from a list of standard page dimensions.
    • Width/Height – the dimensions of the current page size in the current document units.
    • Orientation – use the drop-down to select the desired orientation.
    • Title Block – enable this option to display one of two predefined title blocks on the schematic sheet. Use the associated drop-down to choose from either a Standard or ANSI title block style.
  • Custom mode – set the sheet size to specified custom dimensions.
    • Width – enter the required sheet width measurement.
    • Height – enter the required sheet height measurement.
    • Orientation – use the drop-down to select the desired orientation.
    • Title Block – enable this option to display one of two predefined title blocks on the schematic sheet. Use the associated drop-down field to choose from either a Standard or ANSI title block style.
• Margin and Zones – defines the size of the sheet border graphics and its zone divisions. Uncheck the Show Zones box to hide the zone divisions in the border graphics.
  • Vertical – set the number of divisions (rows) in the vertical sheet margin. The alpha-numeric zone labeling type is defined by the Origin setting.
  • Horizontal – set the number of divisions (columns) in the horizontal sheet margin.
  • Origin – sets which corner of the document sheet(s) the perimeter zone alpha-numeric indicators will begin from (zone position A-1 or 1-A).
  • Margin Width – set the distance (in the current units) between the page edge and each of the four border lines as indicated by the arrows associated with each entry field.

The Properties panel Parameters tab lists all available Parameters and Rules available in the current project document.

• All button – select to view both Parameters and Rules.
• Parameters button – select to only view Parameters.
• Rules button – select to only view Rules.
• Parameters
  • Name and Value columns – lists the available parameters grouped by type.

• Rules
  • Name and Value columns – these list the current specified rules and their values.
• Add – use the drop-down menu to select to add a Parameter or a Rule. Selecting to add a new Rule will open the Choose Design Rule Type dialog to specify the type of rule to be used when adding a parameter as a rule to a supported design object in the schematic domain or a schematic document.
• – only accessible when a rule is selected. Click to open the Edit PCB Rule dialog to edit the selected rule.
• – click to delete the currently selected parameter or rule.

The options in this section of the panel determine which schematic library objects may be selected in the design space.

• All Objects button – select remove object filtering so that all types of objects may be selected.
• Object buttons – toggle each object button to enable/disable the ability to select that object type.

• Units – select the desired unit. Choose either mm or mils.
• Visible Grid – enter the desired grid. Use the or to show/hide the grid in the design space.
• Snap Grid – check the box to enable snap grids. Enter the desired grid in the text box or use the G shortcut key.
• Sheet Border – check the box to enable a sheet border then click the colored box to change the border color.
• Sheet Color – click the colored box to change the sheet color.
• Show Hidden Pins – enable to show hidden pins on the design space.
• Show Comment/Designator – enable to show comments/designators on the design space.

The options in this section of the panel determine which PCB library objects may be selected in the design space.

• All Objects button – select remove object filtering so that all types of objects may be selected.
• Object buttons – toggle each object button to enable/disable the ability to select that object type.

• Grids – used to toggle whether the cursor will snap to the active design space grid. When this option is enabled the cursor will pull, or snap, to the nearest snap grid location. The active snap grid is displayed on the Status bar, and in the PCB editor Heads Up display (Shift+H shortcut to toggle on/off).
• Guides – used to toggle whether the cursor will snap to manually placed linear or point Snap Guides. A Snap Guide will override the Snap Grid.
• Axes – used to toggle whether the cursor will axially align (in either the X or Y direction) to the enabled Objects for snapping. The Axis Snap Range defines the distance within which X or Y axial alignment will occur. A dynamic alignment guideline is displayed when alignment is achieved from the current cursor location to the axially-aligned object snap point (hotspot).
• Snapping – select directly or use the Shift+E shortcut to select whether you want to snap to objects on:
  • All Layers – enable this option to allow the cursor to snap to any electrical object on any visible layer.
  • Current Layer – enable this option to allow the cursor to only recognize and snap to objects placed on the currently selected layer.
  • Off – enable this option to turn off snapping to hotspots.
• Objects for snapping
  • On/Off – check to enable snapping for the desired objects.
  • Objects – a list of the available objects.
• Snap Distance – when the cursor is within this distance from an enabled object snap point (and snapping is enabled for the active layer), the cursor will snap to that point.
• Axis Snap Range – when the cursor is axially aligned and within this distance from an enabled object snap point (and the Axes button is enabled), a dynamic guideline will display to indicate that alignment has been achieved.

• Grid Manager – where local customized grids can be defined and managed, as well as the default Snap Grid for the board.
  • Priority – in the design space, priority is distinguished by drawing order. The highest priority grid (priority 1) will be drawn in front of all other grids, then the grid with priority level 2, etc., down to the default Global Board Snap Grid, which is drawn behind all other custom grids.
  • Name – displays the name of the grid.
  • Color – click to open a drop-down to set/change the color of the associated grid.
  • Enabled – check to enable the associated grid.
• Add
  • Add Cartesian Grid – click to add a Cartesian grid.
  • Add Polar Grid – click to add a Polar grid. Polar grids enable you to more easily design non-rectangular features and boards.
• Properties – click to open the respective grid editor dialog (Cartesian Grid Editor or Polar Grid Editor) to modify properties for the selected grid.
• – click to delete the currently selected grid.

• Guide Manager – where a range of manual Snap Guides and Snap Points for the board can be defined and managed.
  • Enabled – whether the guide is visible in the design space (checked) or not (unchecked).
  • Name – the name of the guide.
  • X – the x-coordinate (where applicable) specified in the design space that the guide is to pass through or point is to be located at.
  • Y – the y-coordinate (where applicable) specified in the design space that the guide is to pass through or point is to be located at.

A coordinate can be defined by clicking on the relevant field then entering the value. Alternatively, and where applicable/available, click to the right of the field, then specify the required point directly in the PCB Library design space.

• Color – click to open a drop-down to set/change the color of the associated guide.

• Add – click to add a new snap guide or snap point. Choose the corresponding command for the required guide type from the associated menu; an entry for the new guide/point will be added to the grid. The following guide types are available:
  • Add Horizontal Guide – use this command to add a horizontal guideline at the desired Y-coordinate location in the design space.
  • Add Vertical Guide – use this command to add a vertical guideline at the desired X-coordinate location in the design space.
  • Add +45 Guide – use this command to add a 45 degree (y=x) guideline that passes through the desired X,Y coordinate location in the design space.
  • Add -45 Guide – use this command to add a -45 degree (y=-x) guideline that passes through the desired X,Y coordinate location in the design space.
  • Add Snap Point – use this command to add a point snap guide. This is a hotspot that you manually mark within the confines of the default snap grid. During an interactive process such as placing or moving an object, that objects' hotspot will 'snap' to a point snap guide when it passes into close proximity with it.
• Place – click to place a guide. Select the guide type from the drop-down:
  • Place Horizontal Guide – use this command to place a horizontal guideline at the desired Y-coordinate location in the design space.
  • Place Vertical Guide – use this command to place a vertical guideline at the desired X-coordinate location in the design space.
  • Place +45 Guide – use this command to place a 45 degree (y=x) guideline that passes through the desired X,Y coordinate location in the design space.
  • Place -45 Guide – use this command to place a -45 degree (y=-x) guideline that passes through the desired X,Y coordinate location in the design space.
  • Place Snap Point – use this command to place a point snap guide. This is a hotspot that you manually mark within the confines of the default snap grid. During an interactive process such as placing or moving an object, that objects' hotspot will 'snap' to a point snap guide when it passes into close proximity with it.
• – click to delete the currently selected guide.

• Units – use to select the default measurement units for the current PCB Library document. Default units are used to display any distance-related information on screen or in reports. The default units are always used if a unit's suffix (mm or mil) is not entered when specifying any distance-related information.
• Route Tool Path – use the drop-down to choose the mechanical layer (from all those currently enabled for use in the design) on which to define the route tool path for the board.

• Net Name – displays the name of the net to which the interactive routing is connected.
• Net Class – displays the net class that the interactive routing belongs to (if it is a member of a net class).
• Length – the total Signal Length. The Signal Length is the accurate calculation of the total node-to-node distance. Placed objects are analyzed to resolve stacked or overlapping objects and wandering paths within pads; and via lengths are included.
• Delay – the total delay of the selected segments, including those unrouted.

• Layer – use the drop-down to specify on which layer the routing is located.
• Via – if the via is associated with a template, the template name is displayed here.
• Via Diameter – specify the via diameter.
• Via Hole Size – specify the via hole size.
• Width – use the drop-down to specify the width.
  • Min – signifies that the design rule minimum width defined for the current net will be used
  • Preferred – signifies that the design rule preferred width defined for the current net will be used.
  • Max – signifies that the design rule maximum width defined for the current net will be used.

• Routing Mode – use the drop-down or use the Shift+R shortcut to cycle through the desired routing modes. The following choices are available:
  • Ignore Obstacles – select to ignore existing objects (routing can be freely placed). Violations are highlighted.
  • Walkaround Obstacles – select to have the Interactive Router route around existing tracks, pads, and vias. If this mode cannot walk around an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Push Obstacles – select to have the Interactive Router move existing tracks out of the way. This mode can also push vias to make way for the new routing. If this mode cannot push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • HugNPush Obstacles – select to have the Interactive Router hug existing tracks, pads, and vias as closely as possible and where necessary, push obstacles to continue the route. If this mode cannot hug or push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Stop At First Obstacle – in this mode, the routing engine will stop at the first obstacle that gets in the way.
  • AutoRoute Current Layer – select to enable auto-routing only on the current layer.
  • AutoRoute MultiLayer – select to enable auto-routing on multiple layers.
• Corner Style – select the desired routing corner style or use the Shift+Spacebar shortcut to cycle through the corner styles.
• Gloss Effort (Routed) – select the desired gloss level directly from the panel or use the Shift+Ctrl+G shortcut to cycle through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Gloss Effort (Neighbor) – select the desired gloss level to apply to traces being pushed by the net currently being routed directly from the panel through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Automatically Terminate Routing – when enabled, when you complete a route to the target pad, the routing tool does not continue in routing mode from the target pad but rather resets and is ready for you to click on the next source pad from which to route. If this option is disabled, after you route to the target pad, the tool will remain in routing mode and use the previous target pad as the source for the next route.
• Automatically Remove Loops – enable to automatically remove any redundant loops that are created during manual routing. This allows you to re-route a connection without having to manually remove redundant tracks. However, there are times when you need to route nets such as power nets and you need loops. You can toggle this option for a selected net by using the Shift+D shortcut to override this global setting for the same net.
• Remove Loops With Vias – enable to automatically remove loops with vias. Disable this option for vias to remain during loop removal.
• Remove Net Antennas – enable this option to remove any track or arc end that is not connected to any other primitive and forms an antenna.
• Allow Via Pushing – check this option to allow pushing a Via when in Push Obstacles or HugNPush Obstacles mode.
• Pin Swapping – check this option to enable pin swapping or use the Shift+C shortcut.
• Display Clearance Boundaries – enable to have the no-go clearance area defined by the existing objects and the applicable clearance rule displayed as shaded polygons within a local viewing circle or use the Ctrl+W shortcut to toggle on or off during routing. This option is not available in the Ignore Obstacles routing mode.
  • Reduce Clearance Display Area – enable to use a smaller clearance boundary. This option is available only when the Display Clearance Boundaries option is enabled.
• Show Length Gauge – enable to display the length gauge, which shows the current routed length. The gauge settings are calculated from the set of constraints defined by the applicable design rules. Use the Shift+G shortcut to toggle the display on or off during routing.
• Pad Entry Stability – protects centered pad entries. Use the slider bar to configure the level of protection:
  • Off = no protection
  • Max = maximum protection
• Miter Ratio – controls the minimum corner tightness. The Miter Ratio multiplied by the current track width equals the separation between walls of the tightest U-shape that can be routed for that ratio. Enter a positive value equal to or greater than zero (the x multiplier is added automatically).
• Subnet Jumper Length – specify the desired Subnet Jumper length.

Constraints defined by the applicable design rules will be listed under the Rules section of the Properties panel.

• Via Constraint – click to open the Edit PCB Rule dialog in which you can define PCB rules for a via.
• Width Constraint – click to open the Edit PCB Rule dialog in which you can define PCB rules for routing width.

• Net Name – displays the name of the net to which the interactive routing is connected.
• Net Class – displays the net class that the interactive routing belongs to (if it is a member of a net class).
• Length – the total Signal Length. The Signal Length is the accurate calculation of the total node-to-node distance. Placed objects are analyzed to resolve stacked or overlapping objects and wandering paths within pads, and via lengths are included.
• Delay – the total delay of the selected segments, including those unrouted.

• Layer – use the drop-down to specify on which layer the routing is located.
• Via – if the via is associated with a template, the template name is displayed here.
• Via Diameter – specify the via diameter.
• Via Hole Size – specify the via hole size.
• Width – use the drop-down to specify the width.
  • Min – signifies that the design rule minimum width defined for the current net will be used
  • Preferred – signifies that the design rule preferred width defined for the current net will be used.
  • Max – signifies that the design rule maximum width defined for the current net will be used.

• Routing Mode – use the drop-down or use the Shift+R shortcut to cycle through the desired routing modes. The following choices are available:
  • Ignore Obstacles – select to ignore existing objects (routing can be freely placed). Violations are highlighted.
  • Walkaround Obstacles – select to have the Interactive Router route around existing tracks, pads, and vias. If this mode cannot walk around an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Push Obstacles – select to have the Interactive Router move existing tracks out of the way. This mode can also push vias to make way for the new routing. If this mode cannot push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • HugNPush Obstacles – select to have the Interactive Router hug existing tracks, pads, and vias as closely as possible and where necessary, push obstacles to continue the route. If this mode cannot hug or push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Stop At First Obstacle – in this mode, the routing engine will stop at the first obstacle that gets in the way.
  • AutoRoute Current Layer – select to enable auto-routing only on the current layer.
  • AutoRoute MultiLayer – select to enable auto-routing on multiple layers.
• Corner Style – select the desired routing corner style or use the Shift+Spacebar shortcut to cycle through the corner styles.
• Gloss Effort (Routed) – select the desired gloss level directly from the panel or use the Shift+Ctrl+G shortcut to cycle through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Gloss Effort (Neighbor) – select the desired gloss level to apply to traces being pushed by the net currently being routed directly from the panel through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Automatically Remove Loops – enable to automatically remove any redundant loops that are created during manual routing. This allows you to re-route a connection without having to manually remove redundant tracks. However, there are times when you need to route nets such as power nets and you need loops. You can toggle this option for a selected net by using the Shift+D shortcut to override this global setting for the same net.
• Remove Loops With Vias – enable to automatically remove loops with vias. Disable this option for vias to remain during loop removal.
• Remove Net Antennas – enable this option to remove any track or arc end that is not connected to any other primitive and forms an antenna.
• Display Clearance Boundaries – enable to have the no-go clearance area defined by the existing objects and the applicable clearance rule displayed as shaded polygons within a local viewing circle or use the Ctrl+W shortcut to toggle on or off during routing. This option is not available in the Ignore Obstacles routing mode.
  • Reduce Clearance Display Area – enable to use a smaller clearance boundary. This option is available only when the Display Clearance Boundaries option is enabled.
• Show Length Gauge – enable to display the length gauge, which shows the current routed length. The gauge settings are calculated from the set of constraints defined by the applicable design rules. Use the Shift+G shortcut to toggle the display on or off during routing.

Constraints defined by the applicable design rules will be listed under the Rules section of the Properties panel.

• Via Constraint – click to open the Edit PCB Rule dialog in which you can define PCB rules for a via.
• Width Constraint- click to open the Edit PCB Rule dialog in which you can define PCB rules for routing width.

• DP Name – displays the differential pair name.
• DP Class – displays the differential pair class that the routing belongs to (if it is a member of a differential pair class).
• Selected
  • Length – the total length sum of the selected segments.
  • Delay – the total delay of the selected segments, including those unrouted.
• Total
  • Length – the total Signal Length. The Signal Length is the accurate calculation of the total node-to-node distance. Placed objects are analyzed to resolve stacked or overlapping objects and wandering paths within pads, and via lengths are included. If the net is not completely routed, the Manhattan (X + Y) length of the connection line is also included.
  • Delay – the delay of the routed segments of the Total Length.

• Layer – use the drop-down to specify on which layer the routing is located.
• Gap – use the drop-down or the Shift+6 shortcut to cycle through the permissible clearances.
  • Min – select to specify the minimum permissible clearance between primitives on different nets within the same differential pair.
  • Preferred – select to specify the preferred clearance between primitives on different nets within the same differential pair.
  • Max – select to specify the maximum permissible clearance between primitives on different nets within the same differential pair.
• Via – if the via is associated with a template, the template name is displayed here.
• Via Diameter – specify the via diameter.
• Via Hole Size – specify the via hole size.
• Width – use the drop-down to specify the width.
  • Min – signifies that the design rule minimum width defined for the current net will be used
  • Preferred – signifies that the design rule preferred width defined for the current net will be used.
  • Max – signifies that the design rule maximum width defined for the current net will be used.

• Routing Mode – use the drop-down or use the Shift+R shortcut to cycle through the desired routing modes. The following choices are available:
  • Ignore Obstacles – select to ignore existing objects (routing can be freely placed). Violations are highlighted.
  • Walkaround Obstacles – select to have the Interactive Router route around existing tracks, pads and vias. If this mode cannot walk around an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Push Obstacles – select to have the Interactive Router move existing tracks out of the way. This mode can also push vias to make way for the new routing. If this mode cannot push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • HugNPush Obstacles – select to have the Interactive Router hug existing tracks, pads, and vias as closely as possible and where necessary, push obstacles to continue the route. If this mode cannot hug or push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Stop At First Obstacle – in this mode, the routing engine will stop at the first obstacle that gets in the way.
  • AutoRoute Current Layer – select to enable auto-routing only on the current layer.
  • AutoRoute MultiLayer – select to enable auto-routing on multiple layers.
• Corner Style – select the desired routing corner style or use the Shift+Spacebar shortcut to cycle through the corner styles.
  • Restrict to 90/45 – enable to restrict the routing to 90 degrees and 45 degrees only.
• Gloss Effort (Routed) – select the desired gloss level from the panel or use the Shift+Ctrl+G shortcut to cycle through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Gloss Effort (Neighbor) – select the desired gloss level to apply to traces being pushed by the net currently being routed directly from the panel through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Automatically Terminate Routing – when enabled, when you complete a route to the target pad, the routing tool does not continue in routing mode from the target pad but rather resets and is ready for you to click on the next source pad from which to route. If this option is disabled, after you route to the target pad, the tool will remain in routing mode and use the previous target pad as the source for the next route.
• Automatically Remove Loops – enable to automatically remove any redundant loops that are created during manual routing. This allows you to re-route a connection without having to manually remove redundant tracks. However, there are times when you need to route nets, such as power nets and when you need loops; you can toggle this option for a selected net by using the Shift+D shortcut to override this global setting for the same net.
• Remove Net Antennas – enable this option to remove any track or arc end that is not connected to any other primitive and forms an antenna.
• Allow Via Pushing – check this option to allow pushing a Via when in Push Obstacles or HugNPush Obstacles mode.
• Pin Swapping – check this option to enable pin swapping or use the Shift+C shortcut.
• Display Clearance Boundaries – enable this option to have the no-go clearance area defined by the existing objects and the applicable clearance rule displayed as shaded polygons within a local viewing circle. This option is not available in the Ignore Obstacles routing mode.
  • Reduce Clearance Display Area – enable this option to use a smaller clearance boundary. This option is available only when the Display Clearance Boundaries option is enabled.
• Miter Ratio – controls the minimum corner tightness. The Miter Ratio multiplied by the current track width equals the separation between walls of the tightest U-shape that can be routed for that ratio. Enter a positive value equal to or greater than zero (the x multiplier is added automatically).
• Subnet Jumper Length – specify the desired Subnet Jumper length.

Constraints defined by the applicable design rules will be listed under the Rules section of the Properties panel.

• Via Constraint – click to open the Edit PCB Rule dialog in which you can define PCB rules for via.
• Differential Pair Constraint – click to open the Edit PCB Rule dialog in which you can define PCB rules for the differential pair.

• DP Name – displays the differential pair name.
• DP Class – displays the differential pair class that the routing belongs to (if it is a member of a differential pair class).
• Selected
  • Length – the total length sum of the selected segments.
  • Delay – the total delay of the selected segments, including those unrouted.
• Total
  • Length – the total Signal Length. The Signal Length is the accurate calculation of the total node-to-node distance. Placed objects are analyzed to resolve stacked or overlapping objects and wandering paths within pads, and via lengths are included. If the net is not completely routed, the Manhattan (X + Y) length of the connection line is also included.
  • Delay – the delay of the routed segments of the Total Length.

• Layer – use the drop-down to specify on which layer the routing is located.
• Gap – use the drop-down or the Shift+6 shortcut to cycle through the permissible clearances.
  • Min – select to specify the minimum permissible clearance between primitives on different nets within the same differential pair.
  • Preferred – select to specify the preferred clearance between primitives on different nets within the same differential pair.
  • Max – select to specify the maximum permissible clearance between primitives on different nets within the same differential pair.
• Via – if the via is associated with a template, the template name is displayed here.
• Via Diameter – specify the via diameter.
• Via Hole Size – specify the via hole size.
• Width – use the drop-down to specify the width.
  • Min – signifies that the design rule minimum width defined for the current net will be used
  • Preferred – signifies that the design rule preferred width defined for the current net will be used.
  • Max – signifies that the design rule maximum width defined for the current net will be used.

• Routing Mode – use the drop-down or use the Shift+R shortcut to cycle through the desired routing modes. The following choices are available:
  • Ignore Obstacles – select to ignore existing objects (routing can be freely placed). Violations are highlighted.
  • Walkaround Obstacles – select to have the Interactive Router route around existing tracks, pads and vias. If this mode cannot walk around an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Push Obstacles – select to have the Interactive Router move existing tracks out of the way. This mode can also push vias to make way for the new routing. If this mode cannot push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • HugNPush Obstacles – select to have the Interactive Router hug existing tracks, pads, and vias as closely as possible and where necessary, push obstacles to continue the route. If this mode cannot hug or push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Stop At First Obstacle – in this mode, the routing engine will stop at the first obstacle that gets in the way.
  • AutoRoute Current Layer – select to enable auto-routing only on the current layer.
  • AutoRoute MultiLayer – select to enable auto-routing on multiple layers.
• Corner Style – select the desired routing corner style or use the Shift+Spacebar shortcut to cycle through the corner styles.
  • Restrict to 90/45 – enable to restrict the routing to 90 degrees and 45 degrees only.
• Automatically Remove Loops – enable to automatically remove any redundant loops that are created during manual routing. This allows you to re-route a connection without having to manually remove redundant tracks. However, there are times when you need to route nets, such as power nets and when you need loops; you can toggle this option for a selected net by using the Shift+D shortcut to override this global setting for the same net.
• Remove Loops With Vias – enable to automatically remove loops with vias. Disable this option for vias to remain during loop removal.
• Remove Net Antennas – enable this option to remove any track or arc end that is not connected to any other primitive and forms an antenna.
• Display Clearance Boundaries – enable this option to have the no-go clearance area defined by the existing objects and the applicable clearance rule displayed as shaded polygons within a local viewing circle. This option is not available in the Ignore Obstacles routing mode.
  • Reduce Clearance Display Area – enable this option to use a smaller clearance boundary. This option is available only when the Display Clearance Boundaries option is enabled.

Constraints defined by the applicable design rules will be listed under the Rules section of the Properties panel.

• Via Constraint – click to open the Edit PCB Rule dialog in which you can define PCB rules for a via.
• Differential Pair Constraint – click to open the Edit PCB Rule dialog in which you can define PCB rules for the differential pair.

• Net Name – displays the name of the net to which the interactive sliding is connected.
• Net Class – displays the net class that the interactive sliding belongs to (if it is a member of a net class).
• Length – the total Signal Length. The Signal Length is the accurate calculation of the total node-to-node distance. Placed objects are analyzed to resolve stacked or overlapping objects and wandering paths within pads; and via lengths are included.
• Delay – the total delay of the selected segments, including those unrouted.

• Gloss Effort (Routed) – select the desired gloss level from the panel or use the Shift+Ctrl+G shortcut to cycle through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Gloss Effort (Neighbor) – select the desired gloss level to apply to traces being pushed by the net currently being routed directly from the panel through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Hugging Style – controls how corner shapes are to be managed during interactive sliding and will affect both the tracks being slid and the tracks being pushed. During sliding use the Shift+Spacebar shortcut to cycle through the three modes.
  • 45 Degree – always use straight orthogonal/diagonal segments to create corners during sliding (use this mode for traditional orthogonal/diagonal routing behavior).
  • Mixed – use straight track segments when the objects being moved/pushed against are straight, use arcs when they are curved.
  • Rounded – use arcs at each vertex involved in the move/push. Use this mode for snake routing, and to use arcs + any angle routes when glossing (during interactive routing and manual glossing).
• Conflict Resolution – determines how you want the sliding objects to react when they encounter an existing object. Use the drop-down or use the Shift+R shortcut to cycle through the desired routing modes. The following choices are available:
  • Ignore Obstacles – select to ignore existing objects (routing can be freely placed). Violations are highlighted.
  • Walkaround Obstacles – select to have the Interactive Router route around existing tracks, pads and vias. If this mode cannot walk around an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Push Obstacles – select to have the Interactive Router move existing tracks out of the way. This mode can also push vias to make way for the new routing. If this mode cannot push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • HugNPush Obstacles – select to have the Interactive Router hug existing tracks, pads, and vias as closely as possible and where necessary, push obstacles to continue the route. If this mode cannot hug or push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Stop At First Obstacle – in this mode, the routing engine will stop at the first obstacle that gets in the way.
  • AutoRoute Current Layer – select to enable auto-routing only on the current layer.
  • AutoRoute MultiLayer – select to enable auto-routing on multiple layers.
• Vertex Action – options that are applied when you click and drag on a vertex rather than a track or arc (the vertex is the corner location where two segments meet). Use the Spacebar shortcut to cycle through the available modes during sliding.
  • Deform – break or lengthen the track segments attached to the moving vertex so that the vertex follows the cursor movement. (show animation)
  • Scale – hold the corner shape and resize and move the incoming track segments, keeping the vertex attached to the cursor. (show animation)
  • Smooth – reshape the corner smoothly, inserting arcs to create a curved corner when dragging inward (in Mixed or Rounded Hugging Style), at every vertex impacted by the sliding process. Also, add arcs when dragging outward in Rounded Hugging Style.
• Keep Coupled – check this option to ensure objects that belong to a differential pair will be dragged to the pair's partner track or via.
• Include Miters – check this option to include miters while dragging track segments.
• Merge Parallel – check this option to allow a track segment being dragged to be merged with an existing stationary segment once the dragged segment became aligned to the stationary segment.
• Allow Via Pushing – check this option to allow pushing a Via when in Push Obstacles or HugNPush Obstacles mode.
• Display Clearance Boundaries – enable to have the no-go clearance area defined by the existing objects and the applicable clearance rule displayed as shaded polygons within a local viewing circle. This option is not available in the Ignore Obstacles routing mode.
  • Reduce Clearance Display Area – enable to use a smaller clearance boundary. This option is available only when the Display Clearance Boundaries option is enabled.
• Show Length Gauge – enable to display the length gauge, which shows the current routed length. The gauge settings are calculated from the set of constraints defined by the applicable design rules. Use the Shift+G shortcut to toggle the display on or off during routing.
• Pad Entry Stability – protects centered pad entries. Use the slider bar to configure the level of protection:
  • Off = no protection
  • Max = maximum protection
• Miter Ratio – controls the minimum corner tightness. The Miter Ratio multiplied by the current track width equals the separation between walls of the tightest U-shape that can be routed for that ratio. Enter a positive value equal to or greater than zero (the x multiplier is added automatically).
• Min Arc Ratio – applied during any angle interactive routing and during interactive sliding with Mixed Hugging Style. The ratio is used to determine the minimum radius arc allowed, when the arc radius falls below this minimum the arc is replaced by track segments, where: Min Arc Radius = Min Arc Ratio x Arc Width.

• Layer – use the drop-down to specify on which layer the routing is located.
• Via Template – if the via is associated with a template, the template name is displayed here.
• Via Hole Size – specify the via hole size or use the 4 shortcut key during routing.
• Via Diameter – specify the via hole diameter.
• Width – use the slider bar to specify the width. Farther to the left (Min) signifies that the design rule minimum width defined for the current net will be used. Preferred signifies that the design rule preferred width defined for the current net will be used. Farther to the right (Max) signifies that the design rule maximum width defined for the current net will be used.
  • Pickup From Existing Routes – enable to use the existing track width when routing from a placed track. That is, even if the current routing width is different to the existing track, the existing track width will be adopted when you continue the route from it.
• Bus Spacing – enter the desired bus routing or use the Shift+B shortcut.
  • From Rule – click to assign bus spacing based on the existing design rule.

• Routing Mode – use the drop-down or use the Shift+R shortcut to cycle through the desired routing modes. The following choices are available:
  • Ignore Obstacles – select to ignore existing objects (routing can be freely placed). Violations are highlighted.
  • Walkaround Obstacles – select to have the Interactive Router route around existing tracks, pads and vias. If this mode cannot walk around an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Push Obstacles – select to have the Interactive Router move existing tracks out of the way. This mode can also push vias to make way for the new routing. If this mode cannot push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • HugNPush Obstacles – select to have the Interactive Router hug existing tracks, pads, and vias as closely as possible and, where necessary, push obstacles to continue the route. If this mode cannot hug or push an obstacle without causing a violation, an indicator appears to show that the route is blocked.
  • Stop At First Obstacle – in this mode, the routing engine will stop at the first obstacle that gets in the way.
  • AutoRoute Current Layer – select to enable auto-routing only on the current layer.
  • AutoRoute MultiLayer – select to enable auto-routing on multiple layers.
• Corner Style – select the desired routing corner style or use the Shift+Spacebar shortcut to cycle through the corner styles.
  • Restrict to 90/45 – enable to restrict the routing to 90 degrees and 45 degrees only.
• Gloss Effort (Routed) – select the desired gloss level directly from the panel or use the Shift+Ctrl+G shortcut to cycle through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Gloss Effort (Neighbor) – select the desired gloss level to apply to traces being pushed by the net currently being routed directly from the panel through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after routing/dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required (for example, when manually dragging tracks, cleaning pad entries, etc.).
  • Weak – in this mode, a low level of glossing is applied with the Interactive Router considering only those tracks directly connected to or in the area of the tracks that you are currently routing (or tracks/vias being dragged). This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the Interactive Router looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Automatically Terminate Routing – when enabled, when you complete a route to the target pad, the routing tool does not continue in routing mode from the target pad but rather resets and is ready for you to click on the next source pad from which to route. If this option is disabled, after you route to the target pad, the tool will remain in routing mode and use the previous target pad as the source for the next route.
• Automatically Remove Loops – enable to automatically remove any redundant loops that are created during manual routing. This allows you to re-route a connection without having to manually remove redundant tracks. However, there are times when you need to route nets such as power nets and you need loops – you can toggle this option for a selected net by using the Shift+D shortcut to override this global setting for the same net.
• Remove Net Antennas – enable this option to remove any track or arc end that is not connected to any other primitive and forms an antenna.
• Allow Via Pushing – check this option to allow pushing a Via when in Push Obstacles or HugNPush Obstacles mode.

Constraints defined by the applicable design rules will be listed under the Rules section of the Properties panel.

• Via Constaint – click to open the Edit PCB Rule dialog to view/edit the rule.
• Width Constraint – click to open the Edit PCB Rule dialog to view/edit the rule.

• Net Name – name of the net that the accordion is part of. Displays the * character if multiple accordions are currently selected.
• Net Class – net class that this net belongs to (if it is a member of a net class).
• Selected
  • Length – the total length sum of the selected segments.
  • Delay – the total delay of the selected segments, including those unrouted.
• Total
  • Length – the total Signal Length. The Signal Length is the accurate calculation of the total node-to-node distance. Placed objects are analyzed to resolve stacked or overlapping objects and wandering paths within pads; and via lengths are included. If the net is not completely routed, the Manhattan (X + Y) length of the connection line is also included.
  • Delay – the delay of the routed segments of the Total Length.

The objective of placing an accordion is to achieve a specific target length for the route whose length is being tuned. That target length is displayed in the Target Length field. The Source buttons are used to control from where that target length value is sourced, and the grid below the buttons displays details about the current choice.

• Source – source of the maximum length value that the Interactive Length Tuning command is attempting to achieve.
  • Manual – required length can be entered directly into the Target Length field. A list of Recently Used Lengths will appear when this mode is selected. Click to use one of these lengths.
  • From Net – required length is defined by selecting a net name. The list of net names region will include all nets in the design.
  • From Rules – applicable Length and/or Matched Length design rules will be listed. If the net is targeted by multiple rules, the most conservative rule is chosen.

• Source List – this grid region changes based on the user-selected Source mode as described above.

  Note that if an applicable Matched Length design rule has an xSignal selected as a Source Target for the scoped xSignal class, two modes will be listed for this rule: one for applying the rule based on the longest xSignal in the class, another for applying the rule based on the selected xSignal as the source target (name of this xSignal will be denoted in parentheses after the rule name).

• Target Length – overall length that the Interactive Length Tuning command is attempting to achieve with the addition of the accordion being placed.
• Clip to Target – if enabled, the accordion length is automatically clipped once the target length is achieved.

• Max Amplitude – the maximum accordion amplitude the software is permitted to create as shown by the Max Amplitude label on the image in the panel. The amplitude is automatically decreased if there are placement obstacles. The amplitude can be interactively decreased during length tuning.
  • Step – the incremental step value that the Amplitude will be increased/decreased by when the shortcuts are pressed, or when it is automatically resized due to an obstacle.
• Space – the distance between the zero-crossings of the accordion shape as indicated by the Space label on the image in the panel. The Gap can be interactively decreased during length tuning.
  • Step – the incremental step value that the Gap will be increased/decreased by when the shortcuts are pressed.
• Miter – percentage of the corner that is removed by the diagonal miter track/arc. The Miter can be interactively decreased during length tuning.
  • Step – the incremental step value that the Miter will be increased/decreased by when the shortcuts are pressed.

• Style – select the required shape used to create the accordion from the drop-down menu.
  • Mitered Lines – accordion shape is created from vertical and horizontal track segments with the corners mitered by diagonal track segments.
  • Mitered Arcs – accordion shape is created from vertical and horizontal track segments with the corners mitered by a 90-degree arc segment.
  • Rounded – accordion shape is created from 180-degree arc segments.

• Name – the name of the differential pair.
• Class Name – the class the pair belongs to (if available).

• Source
  • Manual – use the manual mode to enter the length in the Target Length field. The Recently Used Lengths region keeps track of the values you have typed in so that you can easily use them again.
  • From Rules – one or both of the Length and Matched Length design rules must be defined to use this mode. The software will then obey the most stringent combination of these rules. Double-click on a rule listed in the Display Name region to examine its properties in detail.
  • From Diff. Pairs – lists the differential pairs and their lengths on the current PCB. The currently selected differential pair length value is shown in the Target Length field.
• Source List – this grid region changes based on the user-selected Source mode as described above.
• Target Length – overall length that the Differential Pair Length Tuning command is attempting to achieve.
• Clip to Target – enable to ensure that the final length does not exceed the target length.

• Max Amplitude – the maximum accordion amplitude the software is permitted to create as shown by the Max Amplitude label on the image in the panel. The amplitude is automatically decreased if there are placement obstacles. The amplitude can be interactively decreased during length tuning.
  • Step – the incremental step value that the Amplitude will be increased/decreased by when the shortcuts are pressed, or when it is automatically resized due to an obstacle.
• Space – the distance between the zero-crossings of the accordion shape as indicated by the Space label on the image in the panel. The Gap can be interactively decreased during length tuning.
  • Step – the incremental step value that the Gap will be increased/decreased by when the shortcuts are pressed.
• Miter – percentage of the corner that is removed by the diagonal miter track/arc. The Miter can be interactively decreased during length tuning.
  • Step – the incremental step value that the Miter will be increased/decreased by when the shortcuts are pressed.
• Style – select the required shape used to create the accordion from the drop-down menu.
  • Mitered Lines – accordion shape is created from vertical and horizontal track segments with the corners mitered by diagonal track segments.
  • Mitered Arcs – accordion shape is created from vertical and horizontal track segments with the corners mitered by a 90-degree arc segment.
  • Rounded – accordion shape is created from 180-degree arc segments.

• Gloss Effort (Routed) – select the desired gloss level of the traces connected to vias being dragged from the panel or use the Shift+Ctrl+G shortcut to cycle through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required.
  • Weak – in this mode, a low level of glossing is applied with the routing engine considering only those tracks directly connected to vias being dragged. This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the routing engine looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Gloss Effort (Neighbor) – select the desired gloss level to apply to traces being pushed by the via currently being dragged directly from the panel through the following choices:
  • Off – in this mode, glossing is essentially disabled. Note, however, that cleanup is still run after dragging occurs to eliminate, for example, overlapping track segments. This mode is typically useful at the end stage of board layout when the ultimate level of fine-tuning is required.
  • Weak – in this mode, a low level of glossing is applied with the routing engine considering only those tracks directly connected to vias being dragged. This mode of glossing is typically useful for fine-tuning track layout or when dealing with critical traces.
  • Strong – in this mode, a high level of glossing is applied with the routing engine looking for shortest paths, smoothing out tracks, etc. This mode of glossing is typically useful in the early stages of the layout process when the aim is to get a good amount of the board routed quickly.
• Hugging Style – controls how corner shapes are to be managed during interactive via dragging and will affect both the tracks connected to vias being dragged and the tracks being pushed. During via dragging, use the Shift+Spacebar shortcut to cycle through the three modes.
  • 45 Degree – always use straight orthogonal/diagonal segments to create corners during dragging (use this mode for traditional orthogonal/diagonal routing behavior).
  • Mixed – use straight track segments when the objects being moved/pushed against are straight, use arcs when they are curved.
  • Rounded – use arcs at each vertex involved in the move/push.
• Conflict Resolution – determines how you want the dragged objects to react when they encounter an existing object. Use the drop-down or use the Shift+R shortcut to cycle through the desired modes. The following choices are available:
  • Ignore Obstacles – select to ignore existing objects (routing can be freely moved). Violations are highlighted after dragging.
  • Walkaround Obstacles – select to have the routing engine place tracks around existing tracks, pads and vias where possible.
  • Push Obstacles – select to have the routing engine move existing routing out of the way where possible. This mode can also push vias.
  • HugNPush Obstacles – select to have the routing engine hug existing tracks, pads, and vias as closely as possible and where necessary, push obstacles to continue the route.
  • Stop At First Obstacle – in this mode, the routing engine will stop at the first obstacle that gets in the way.
• Keep Coupled – enable this option to attempt to drag the partner via when dragging a via that belong to a differential pair. 
• Allow Via Pushing – enable this option to allow pushing vias when in Push Obstacles or HugNPush Obstacles Conflict Resolution mode.
• Pad Entry Stability – protects centered pad entries. Use the slider bar to configure the level of protection:
  • Off = no protection
  • Max = maximum protection
• Miter Ratio – controls the minimum corner tightness. The Miter Ratio multiplied by the current track width equals the separation between walls of the tightest U-shape that can be routed for that ratio. Enter a positive value equal to or greater than zero (the x multiplier is added automatically).
• Min Arc Ratio – applied interactive via dragging with Mixed Hugging Style. The ratio is used to determine the minimum radius arc allowed, when the arc radius falls below this minimum the arc is replaced by track segments, where: Min Arc Radius = Min Arc Ratio x Arc Width.

The Stackup tab allows you to edit the layer properties of the Layer Stack.

The Layer Stack Manager mode of the Properties panel: an overlay layer, an inner layer, a dielectric layer, and a plane layer.

• Name – the name of the layer.
• Manufacturer – the layer manufacturer.
• Material – the layer material. This can be pre-defined in the Altium Material Library dialog (Tools » Material Library) in the Constructions field, or user-defined in the Layer Stack. Click to open the Select Material dialog to choose the desired material for the currently selected layer in the layer stack.
• Thickness – the thickness of the signal layer.
• Dk – this is the Dielectric Constant (also referred to as εr in electromagnetics). This indicates the relative permittivity of an insulator material, which refers to its ability to store electrical energy in an electric field. For insulating purposes, a material with lower dielectric constant is better and in RF applications, a higher dielectric constant may be desirable. In addition, the lower the relative dielectric constant, the closer the performance of the material to that of air. This property is critical to matching the impedance requirements of certain transmission lines.
• Df – this is the Dissipation Factor. This indicates the efficiency of insulating material by showing the rate of energy loss for a certain mode of oscillation, such as mechanical, electrical, or electromechanical oscillation. In other words, this is the property of a material that describes how much of the energy transmitted is absorbed by the material. The greater the loss tangent, the larger the energy absorption into the material. This property directly impacts the signal attenuation at high speeds.
• Process – displays the copper plating process that is applied to the base copper that makes up the outer signal layers of the PCB (the Top Layer and Bottom Layer).
• Weight – the weight of the copper per unit area, usually expressed in ounces/square foot (e.g., 0.5 oz/ft²).
• Orientation – this defines which way the components point (orient) on that layer. For the top and bottom sides, this is set automatically in a new board. For other signal layers, it is used for:
  • Rigid-flex designs, where components mount on an inner signal layer that becomes a surface layer on a flex section, the software needs to know which way those components point. Use the drop-down to select the required orientation. Choices include: Not allowed, Top, and Bottom.
  • For a design that includes embedded components, the software needs to know which way a component points. Refer to the Designing a PCB with Embedded Components page for information regarding setting the component orientation in the layer stack. Use the drop-down to select the required orientation. Choices include: Not allowed, Top, and Bottom.
• Copper Orientation – this defines the direction that the copper is laminated onto the core. Use the drop-down to select Above or Below, which determines the direction from which it is etched.

The orientation can be configured using the Copper Orientation drop-down in the Stackup mode of the Properties panel in the Copper Orientation column (if it is currently displayed), or by the Trace Inverted checkbox in the Impedance Profile mode of the Properties panel.

• Pullback Distance – the distance from the plane edge to the board edge.
• Frequency – this is the frequency at which the material is tested and the value that Dk / Df correspond to a certain frequency. Frequency is also taken from material references.
• Description – enter a meaningful description.
• Constructions – for dielectric layers, this displays the constructions of the layer. The numerical reference relates to the structure of the woven glass fabric used in the dielectric layer material; these are standard references used by PCB fabricators.
• Resin – displays the resin percentage of the layer.

• Material Frequency – this is the frequency at which the material is tested and the value that Dk / Df correspond to a certain frequency. Frequency is also taken from material references.
• GlassTransTemp – this is the Glass Transition Temperature (also known as T_G) and is the temperature at which the resin changes from a glass-like state to an amorphous state changing its mechanical behavior, i.e. expansion rate.
• Note – enter any pertinent notes for the layer.
• Comment – enter any necessary comments for the layer.

• Stack Symmetry – enable to add layers in matching pairs, centered around the mid-dielectric layer. When enabled, the layer stack is immediately checked for symmetry around the central dielectric layer. If any pair of layers that are equidistant from the central dielectric reference layer are not identical, the Stack is not symmetric dialog opens.

• Library Compliance – when enabled, for each layer that has been selected from the Material Library, the current layer properties are checked against the values of that material definition in the library.

• Substack – this information is for the currently selected substack (layers, dielectric, thicknesses, etc.,). As you switch from one substack to another, this information will update accordingly (for the currently selected substack).

• Stack Name – enter the substack name. Naming the substack is useful when the X/Y stackup region is being assigned a layer substack.
• Is Flex – enable if the substack is flex.
• Layers – the number of conductive layers.
• Dielectrics – the number of dielectrics.
• Conductive Thickness – this is the sum of the thicknesses of all signal and plane layers (all copper or conductive layers).
• Dielectric Thickness – the thickness of dielectric layer(s).
• Total Thickness – the total thickness of the finished board.

• Roughness – shows roughness of conductive layers.
• Model Type – preferred model for calculating the impact of surface roughness (refer to the articles below for more information on the various models). Applies to all copper layers in the stack (should it be the substack?).
• Surface Roughness – value of the surface roughness (available from your fabricator). Enter a value ​between 0 to 10µm, default is 0.1µm
• Roughness Factor – characterizes the expected maximal increase in conductor losses due to the roughness effect. Enter a value between 1 to 100, default is 2.

Use the Impedance tab to configure the Impedance Profile requirements. The required Impedance Profile can then be selected in the Routing Width or Differential Pairs Routing design rules.

• Impedance Profile
  • Description – enter a meaningful description. This field is optional and will be displayed wherever the Impedance Profile name is displayed.
  • Type – use the drop-down to choose the impedance type. Choices are Single, Differential, Single-Coplanar, and Differential-Coplanar.

• Target Impedance – enter the impedance you want to achieve.
• Target Tolerance – enter the tolerance you want to achieve. You should consult with the fabricator to find a realistic value for tolerance that the fabricator can deliver.
• Transmission Line
  • Trace inverted – enable this option to invert the trace, as demonstrated in the Properties panel. This option is the same as the Copper Orientation option displayed when the Stackup tab is active and defines the direction that the copper is laminated onto the core. The copper orientation defines the direction the copper projects away from that substrate. You can also think of it as the direction the copper is etched from, either above or below.
  • Etch – the Etch Factor is = T/[(W1-W2)/2], which reduces the total cross-section area of the trace by the thickness of the copper squared. Consult the board fabricator for information about the Etch created by their processes.

• Width (W1) / (W2) – W1 is the width of the trace you route, W2 is the width of the upper surface of that trace once it has been etched, with the Etch factor applied. There is a forward/reverse calculation feature available for trace width. The default is for the width to be calculated based on the Target Impedance you entered (forward calculation). That width may be a value that the fabricator may not be able to deliver, such as 5.978, and they will want a more sensible value, such as 6.0. You can enter 6.0 into the Width field and press Enter on the keyboard to recalculate the calculated values (Impedance, Deviation, etc.). The button turns gray (becomes inactive) and you are now in reverse calculation mode. If you click the button to make it active, you are again in forward mode and the Width (W1) will revert to the calculated value. This feature lets you explore realistic fabricate-able width options. Manually entering a value for W2 will update the etch factor to suit.
• Impedance – the software calculates the impedance based on the properties of the materials used to make the board (copper, core and prepreg), and the cross-sectional area of the trace (determined by the width, thickness and etch factor of the trace).
• Deviation – this is a measure of the difference between what you wanted (target impedance) and what you got (calculated impedance). The software calculates the impedance deviation (what you will actually get based on the material and dimensions entered) based on the properties of the materials used to make the board (copper, core and prepreg), and the cross-sectional area of the trace (determined by the width, thickness and etch factor of the trace).
• Delay – this is the amount of time it takes for the signal to travel from the sender to the receiver.
• Inductance – the impedance calculator uses the Impedance value to calculate the inductance per unit length.
• Capacitance – the impedance calculator uses the Impedance value to calculate the capacitance per unit length.

• Board
  • Stack Symmetry – enable to add layers in matching pairs, centered around the mid-dielectric layer. When enabled, the layer stack is immediately checked for symmetry around the central dielectric layer. If any pair of layers that are equidistant from the central dielectric reference layer are not identical, the Stack is not symmetric dialog opens.
  • Library Compliance – when enabled, for each layer that has been selected from the Material Library, the current layer properties are checked against the values of that material definition in the library.

• Substack – this information is for the currently selected substack (layers, dielectric, thicknesses, etc.,). As you switch from one substack to another, this information will update accordingly (for the currently selected substack).

• Stack Name – enter a meaningful substack name. This field is useful when the X/Y stackup region is being assigned a layer substack.
• Is Flex – enable if the substack is flex.
• Layers – the total number of layers.
• Dielectrics – the total number of dielectrics.
• Conductive Thickness – the thickness of conductive layer(s). Copper signal layers are referred to as conductive layers.
• Dielectric Thickness – the thickness of dielectric layer(s).
• Total Thickness – the total thickness of the board.

• Other
• Roughness – shows roughness of conductive layers.
  • Model Type – preferred model for calculating the impact of surface roughness (refer to the articles below for more information on the various models). Applies to all copper layers in the stack (should it be the substack?).
  • Surface Roughness – value of the surface roughness (available from your fabricator). Enter a value ​between 0 to 10µm, default is 0.1µm
  • Roughness Factor – characterizes the expected maximal increase in conductor losses due to the roughness effect. Enter a value between 1 to 100, default is 2.

The Via Types tab is used to define the allowed Z-plane layer-spanning requirements of the via(s) used in the design.

• Via Type
  • Name – the name of the via. The software automatically detects the type based on the layers that have been chosen and names the via accordingly.
  • First layer – the first layer the via spans.
  • Last layer – the last layer the via spans.
  • µVia – enable if a microvia is required.
  • Mirror – when enabled, a mirror of the current via that spans the symmetrical layers in the layer stack is created. This option is available only if the Stack Symmetry option is enabled.
• Board
  • Stack Symmetry – enable to add layers in matching pairs, centered around the mid-dielectric layer. When enabled, the layer stack is immediately checked for symmetry around the central dielectric layer. If any pair of layers that are equidistant from the central dielectric reference layer are not identical, the Stack is not symmetric dialog opens.

• Library Compliance – when enabled, for each layer that has been selected from the Material Library, the current layer properties are checked against the values of that material definition in the library.
• Substack – this information is for the currently selected substack (layers, dielectric, thicknesses, etc.,). As you switch from one substack to another, this information will update accordingly (for the currently selected substack).

• Stack Name – enter a meaningful substack name. This field is useful when the X/Y stackup region is being assigned a layer substack.
• Is Flex – enable if the substack is flex.
• Layers – the total number of layers in the substack.
• Dielectrics – the total number of dielectrics in the substack.
• Conductive Thickness – the thickness of conductive layer(s) in the substack. Copper signal layers are referred to as conductive layers.
• Dielectric Thickness – the thickness of dielectric layer(s) in the substack.
• Total Thickness – the total thickness of the substack.

The Back Drills tab is used to define the layer-spans that are required to be back drilled.

• Back Drill
  • Name – the name of the back drill.
  • First layer – the first layer the back drill spans.
  • Last layer – the last layer the back drill spans.
  • Mirror – when enabled, a mirror of the current back drill that spans the symmetrical layers in the layer stack is created. This option is available only if the Stack Symmetry option is enabled.
• Board
  • Stack Symmetry – enable to add layers in matching pairs, centered around the mid-dielectric layer. When enabled, the layer stack is immediately checked for symmetry around the central dielectric layer. If any pair of layers that are equidistant from the central dielectric reference layer are not identical, the Stack is not symmetric dialog opens.

• Library Compliance – when enabled, for each layer that has been selected from the Material Library, the current layer properties are checked against the values of that material definition in the library.

• Substack – this information is for the currently selected substack (layers, dielectric, thicknesses, etc.,). As you switch from one substack to another, this information will update accordingly (for the currently selected substack).

• Stack Name – enter the substack name. Naming the substack is useful when the X/Y stackup region is being assigned a layer substack.
• Is Flex – enable if the substack is flex.
• Layers – the number of conductive layers.
• Dielectrics – the number of dielectrics.
• Conductive Thickness – this is the sum of the thicknesses of all signal and plane layers (all copper or conductive layers).
• Dielectric Thickness – the thickness of dielectric layer(s).
• Total Thickness – the total thickness of the finished board.

The Printed Electronics Stackup tab allows you to edit and configure the layer properties of the Layer Stack for a printed design.

• Layer
  • Name – the name of the layer.
  • Manufacturer – the layer manufacturer.
  • Material – the layer material. This can be pre-defined in the Altium Material Library dialog (Tools » Material Library) in the Constructions field, or user-defined in the Layer Stack. Click to open the Select Material dialog to choose the desired material for the currently selected layer in the layer stack.
  • Thickness – the thickness of the signal layer.
  • Dk – this is the Dielectric Constant (also referred to as εr in electromagnetics). This indicates the relative permittivity of an insulator material, which refers to its ability to store electrical energy in an electric field. For insulating purposes, a material with lower dielectric constant is better and in RF applications, a higher dielectric constant may be desirable. In addition, the lower the relative dielectric constant, the closer the performance of the material to that of air. This property is critical to matching the impedance requirements of certain transmission lines.
  • Df – this is the Dissipation Factor. This indicates the efficiency of insulating material by showing the rate of energy loss for a certain mode of oscillation, such as mechanical, electrical, or electromechanical oscillation. In other words, this is the property of a material that describes how much of the energy transmitted is absorbed by the material. The greater the loss tangent, the larger the energy absorption into the material. This property directly impacts the signal attenuation at high speeds.
  • Frequency – this is the frequency at which the material is tested and the value that Dk / Df correspond to a certain frequency. Frequency is also taken from material references.
  • Description – enter a meaningful description.
  • Color – this is the required color of the solder mask. Click to open a drop-down to set/change the color.
  • Solid – N/A
  • Material Frequency – N/A
  • GlassTransTemp – this is the Glass Transition Temperature (also known as T_G) and is the temperature at which the resin changes from a glass-like state to an amorphous state changing its mechanical behavior, i.e. expansion rate.
  • Note – enter any pertinent notes for the layer.
  • Comment – enter any necessary comments for the layer.
• Board
  • Library Compliance – when enabled, for each layer that has been selected from the Material Library, the current layer properties are checked against the values of that material definition in the library.
  • Layers – the number of conductive layers.
  • Dielectrics – the number of dielectrics.
  • Conductive Thickness – this is the sum of the thicknesses of all signal and plane layers (all copper or conductive layers).
  • Dielectric Thickness – the thickness of dielectric layer(s).
  • Total Thickness – the total thickness of the finished board.
• Other

Roughness – shows roughness of conductive layers.

• Model Type – preferred model for calculating the impact of surface roughness (refer to the articles below for more information on the various models). Applies to all copper layers in the stack (should it be the substack?).
• Surface Roughness – value of the surface roughness (available from your fabricator). Enter a value ​between 0 to 10µm, default is 0.1µm
• Roughness Factor – characterizes the expected maximal increase in conductor losses due to the roughness effect. Enter a value between 1 to 100, default is 2.

• Net – the net to have shielding vias placed around.
  • Stagger alternate rows – alternate rows of shielding vias are offset by half of the Grid value when this option is enabled.
• Row Spacing – spacing between rows of shielding vias (edge to edge separation) when the Rows setting is greater than 1.
• Distance – separation from the edge of the shielded net track segments, to the edge of the shielding vias.
• Grid – the distance between the edges of adjacent shielding vias. Shielding vias will not be placed in violation of applicable design rules; if a potential via site would result in a violation then that site is skipped.
• Rows – number of rows of shielding vias.
  • Add Shielding – place a polygon over the area occupied by the shielding vias, connected to the net specified in the Via Net field. The polygon is defined in accordance with the applicable Clearance constraint and Polygon Connect Style design rules.
  • Add Clearance Cutout – include a polygon cutout around the shielded net, set back from the net by the distance specified in the Distance field. Use this when you require a different clearance from the applicable Clearance constraint design rule.

• Net – the net being shielded by the shielding vias.
• Net Class – if the chosen Net is a member of a Net Class, it will be displayed in this field.

• Template – displays the currently chosen via template. Use the drop-down to change the assigned via template.
• Library – displays to which library the via template is linked and includes the option to Unlink the template from said library.

• Net – the net that the shielding vias are connected to.
• Via Type – use the drop-down to select the type of via from those available in the layer stack.
• Via Types – click to open the Layer Stack to configure the required via types for the active layer stack.

• Hole Size – size of the hole in the shielding vias.
• Tolerance – negative and positive hole size tolerances allowed for the shielding vias.

• Size and Shape – vias are one of three styles:
  • Simple – the via diameter is the same on all layers
  • Top-Middle-Bottom – the via diameter can be specified for the Top layer, Middle (all internal layers), and Bottom layer.
  • Full Stack – the via diameter can be specified for every signal layer.
• Diameter – diameter of the shielding vias.
• Thermal Relief – check the Direct box then click to open the Connect Style dialog to specify the connection style.

• Rule – enable this option to allow the existing solder mask expansion rule to take effect on the shielding vias. Check the Mask design category from the PCB Rules and Constraints Editor dialog.
• Manual – enable this option to edit the mask expansion values (below) for these shielding vias.
• Top – enter the required mask expansion for the Top Layer.
• Bottom – enter the required mask expansion for the Bottom Layer.
• Top Tented – if this checkbox is enabled, the mask is closed on the Top Layer for these shielding vias.
• Bottom Tented – if this checkbox is enabled, the mask is closed on the Bottom Layer for these shielding vias.
• Linked – if the Linked option is enabled, the same expansion value is used for both the Top and Bottom layers.
• From Hole Edge – enable this option to calculate the mask expansion from the edge of the drill hole instead of the edge of the via donut.

• Constrain Area – enable to constrain via stitching to a specific area. After selecting the option, you will be taken to the design space. After using the cross-hair cursor to define the constrain area, right-click to return to the dialog.
• Edit Area – click to edit the constrain area.
• Offset (X/Y) – enter the X and Y offset distance(s). The stitching pattern will placed within the constrain area, starting at an offset of the specified X and Y amount.
• Grid – the distance between the center of adjacent stitching vias. Stitching vias will not be placed in violation of applicable design rules; if a potential via site would result in a violation that site is skipped.
  • Stagger alternate rows – alternate rows of shielding vias are offset by half of the Grid value.
• Default Via/Pad – stitching vias are only placed on potential stitching sites if this much clearance exists. Since potential stitching sites are determined by the stitching grid, it is likely they will be further apart than this setting.
• Min Boundary – stitching vias are only placed on potential stitching sites if this much clearance exists to the edge of Polygon/Fill/Plane regions.

• Net – the net to which the via stitching is currently assigned. Change the net assignment by clicking in the field and choosing a net from the drop-down list.
• Net Class – if the chosen Net is a member of a Net Class, it will be displayed in this field.

• Template – displays the currently chosen via template. Use the drop-down to change the assigned via template.
• Library – displays to which library the via template is linked and includes the option to Unlink the template from said library.

• Via Type – use the drop-down to select the type of via from those available in the layer stack.
• Via Types – click to open the Layer Stack to configure the required via types for the active layer stack.

• Hole Size – size of the hole in the stitching vias.
• Tolerance – negative and positive tolerances allowed for the stitching vias.

• Size and Shape – vias are one of three styles:
  • Simple – the via diameter is the same on all layers
  • Top-Middle-Bottom – the via diameter can be specified for the Top layer, Middle (all internal layers), and Bottom layer.
  • Full Stack – the via diameter can be specified for every signal layer.
• Diameter – diameter of the stitching vias.
• Thermal Relief – check the Direct box then click to open the Connect Style dialog to specify the connection style.

• Rule – enable this option to allow the existing solder mask expansion rule to take effect on the stitching vias. Check the Mask design category from the PCB Rules and Constraints Editor dialog.
• Manual – enable this option to edit the mask expansion values (below) for these stitching vias.
• Top – enter the required mask expansion for the Top Layer.
• Bottom – enter the required mask expansion for the Bottom Layer.
• Top Tented – if this checkbox is enabled, the mask is closed on the Top Layer for these stitching vias.
• Bottom Tented – if this checkbox is enabled, the mask is closed on the Bottom Layer for these stitching vias.
• Linked – if the Linked option is enabled, the same expansion value is used for both the Top and Bottom layers.
• From Hole Edge – enable this option to calculate the expansion from the edge of the drill hole instead of the edge of the via donut.

The options in this section of the panel determine which multi-board objects may be selected in the design space.

• All Objects button – select remove object filtering so that all types of objects may be selected.
• Object buttons – toggle each object button to enable/disable the ability to select that object type.

• Units – select the measurement units that apply to the multi-board document and its graphic elements.
• Grid Size – set the measured distance between each sheet grid line. Note: this option is not editable in multi-board documents.
• Show Grid – check to display grid lines at the default Grid Size in the document sheet. Click the associated color button () to specify the color of the grid lines in the color selector drop-down, which includes options for preset colors, HEX/RGB color values, and the graphic selection of color shades.
• Snap – when checked, the ghost/preview cursor will snap (jump) to grid line intersections while the editor is in object placement mode. The cursor will also snap to graphic object vertices (corners, etc.,), line midpoints and circle centers.
• Snap Distance – set the distance at which the preview cursor will snap onto the targets outlined above. The preview cursor changes to an orange dot when a midpoint, vertex, or center is snapped to.
• Document Font – set the font size, style and any additional font attributes that will be used for the text associated with all objects in the document sheet. For any given object, the font settings may be overridden in its corresponding Properties panel mode, which is enabled when that object is selected.
• Sheet Border – click the associated color button to set the zone border line and character color for the document sheet.
• Sheet Color – click the associated color button to set the background color for the document sheet.

Formatting and Size

• Template mode – set the page size and format by selecting from a range of predefined schematic sheet templates. The list includes templates found in the location specified in the Data Management – Templates page of the Preferences dialog. Note that a default schematic sheet to be used for new multi-board documents may be defined in the System – New Document Defaults page of the Preferences dialog.
  • Template – use the drop-down menu to select from a list of standardized page templates, and if required, use  to refresh the template and drawing.
  • Width/Height – the dimensions of the current page size shown in the current document units (see the General section above).
  • Source – use the browse button () to navigate to and select an alternative template source in the schematic *.SchDot format.
• Standard mode – set the sheet size to a standard page format.
  • Sheet Size – use the drop-down menu to select from a list of standard page dimensions.
  • Width/Height – the dimensions of the current page size in the current document units.
• Custom mode – set the sheet size to specified custom dimensions.
  • Width – enter the required sheet width measurement.
  • Height – enter the required sheet height measurement.

Margin and Zones

Defines the size of the sheet border graphics and its zone divisions. Uncheck the Show Zones box to hide the zone divisions in the border graphics.

• Vertical – set the number of divisions (rows) in the vertical sheet margin. The alpha-numeric zone labeling type is defined by the Origin and Letter Position settings.
• Horizontal – set the number of divisions (columns) in the horizontal sheet margin.
• Origin – sets which corner of the document sheet(s) the perimeter zone alpha-numeric indicators will begin from (zone position A-1 or 1-A).
• Letter Position – set where the letter zone indicators are placed on the document sheet, either in the horizontal perimeter zones (columns) or the vertical zones (rows).
• Margins – set the distance (in the current units) between the page edge and each of the four border lines as indicated by the arrows associated with each entry field.

• Dash Pattern – the line/spacing definitions for the dashed Line options in units of 0.02mm (when in metric mode). For example, a pattern Value of 20,10,20 defines a repeating 0.4mm, 0.2mm, and 0.4mm dash arrangement with a cycle length of 1mm (50 units in total). A custom dashed line option can be created through the button and removed with the button. Use to restore the default entries and their values.
• Line Thickness – the weight or thickness of the available Line style options. A custom line thickness option can be created through the button and removed with the button. Use to restore the default entries and their values.

The Properties panel Parameters tab lists all available User and System parameter Name/Value pairs available in the current project document.

• Parameter Name and Value columns – lists the available parameters grouped by type, where User and System parameters are indicated by their associated icons.
  • User parameters () – parameters included in the document sheet template or those manually added through the panel. Both the Name and Value of user parameters can be edited directly in the list.
  • System parameters () – parameters included in the applied project template or those added through the Parameters tab of the Project Options dialog (Project » Project Options). System parameters cannot be edited through the Properties panel list.
• List filter options – select the icon to enable/disable Project level parameters in the list. Select  to enable/disable System parameters in the list.
• Add () – select to add a new User parameter to the Parameters list. Use to remove a selected User parameter from the list.

• Source – the second site nominated. This object will move to mate with the Target.
• Target – the first site nominated as a Mate site.

• Auto – the Mate is locked in all directions; dragging either object will move both. Once the objects have been positioned correctly, use this mode to ensure their location relationship is not inadvertently changed by dragging an object in the design space.
  • Distance – the distance between the mates' closest edges/surfaces. Use the field to adjust the distance, moving the Source along the mating axis. The mating axis is the perpendicular axis passing through the center of the Mate.
  • Offset (X/Y) – the offset of the Source in the X and Y directions across the Target mating plane.
  • Orientation – select the orientation of the mates, either Opposite or Same.
  • Rotation – the rotation of the mates.
• Plane-to-Plane – the Mate is locked along the mating axis but can be interactively dragged across the X/Y plane. The mating axis is the perpendicular axis passing through the center of the Mate.
  • Distance – the distance between the mates' closest edges/surfaces. Use the edit field to adjust the Distance, moving the Source along the mating axis.
  • Orientation – select the orientation of the mates, either Opposite or Same.
• Axis-to-Axis – the Mate is locked in the X/Y plane but can be interactively dragged along the mating axis. The mating axis is the perpendicular axis passing through the center of the Mate.
  • Offset (X/Y) – the offset of the source in the X and Y directions across the Target mating plane. The Target remains stationary.
  • Orientation – select the orientation of the mates, either Opposite or Same.

The Help region displays some of the shortcuts that are available while working with mates.

• Production Quantity – the number of boards to be built. It is important to define this field as this is used during supply chain searching to check component availability from the suppliers.
• Currency – the preferred currency to display component prices. Exchange rates for currency conversion are refreshed daily provided you are signed in to your Altium account. When you disconnect from Altium (on the System – Account Management page of the Preferences dialog), access to these updated rates is lost. In this situation, there is an option in the BOM reports dialog to use cached data.
• Price Per Board / Order Price grid – Price per Board is the sum of the prices of each individual item detailed in the BOM Items grid; the Order Price grid is this value times the Production Quantity. If target prices have been defined for each BOM Item, the Target column reflects these. To enter a target price for each BOM Item, enable the TargetPrice column on the Columns tab of the panel, then enter the price of each item in the Item grid.

Supply Chain information is presented in the lower region of the ActiveBOM interface, showing a manufacturer component on the left with one or more colored supplier tiles to the right of it. This region displays data when valid supply chain information can be identified for a BOM Item. Each of these Manufacturer & Supplier(s) Details rows is referred to as a Solution. The manufacturer details are abbreviated to MPNs (Manufacturer Part Numbers) and the supplier details are abbreviated to SPNs (Supplier Part Numbers).

• Solutions per Item – the number of manufacturer parts you would like to be located for each BOM Item.
• Suppliers per Solution – the number of suppliers you would like to be located for each manufacturer part.
• Solutions
  • Exclude Invalid SPNs – select to exclude invalid SPNs.
  • Favorite Suppliers List – opens the Favorite Suppliers dialog in which the overall list of Suppliers can be configured for this BomDoc.
  • Manufacturer Link – opens the Define Manufacturer Link Fields dialog in which the schematic component parameters that hold the Manufacturer Name and Manufacturer Part Number are identified. If there are non-Workspace library parts present in the design (parts not placed from a Workspace that also do not have supplier details), ActiveBOM can query the Altium Parts Provider and attempt to find that part.

This region is used to configure how the BOM Items should be grouped in the BOM Items grid.

• Items
  • Show not Fitted – if the PCB project includes variants and the chosen variant has parts set to Not Fitted, enable this to display the Not Fitted items in the BOM Items grid.
  • Designator Grouping – the Base and Consolidated view modes show common parts on a single row in the BOM Items grid. Use this option to configure if the designators are displayed individually or in ranges when a row displays multiple parts.
  • Component Grouping – opens the Component Grouping dialog. In Base view or Consolidated view, ActiveBOM identifies components as being the same when they share the same ItemID (Workspace library) or LibRef (file-based or database library). Enable parameters in the dialog to further refine how components are to be grouped.

BOM Sets provide a way of capturing the layout and configuration of the BOM Items grid and saving it as a named Set. Any number of BOM Sets can be defined.

• Current BOM Set – click the eye icon to apply that BOM Set to the BOM Items grid.
• Add – configure the visibility, order, and width of the columns, then click Add to capture that configuration as a BOM Set. To edit the BOM Set name click once to select it, then click a second time to edit the string.
• Update – if the configuration of the BOM Items grid is changed, click Update to re-save this configuration.
• Delete – click  to remove the currently select BOM Set.

ActiveBOM performs comprehensive checking of each BOM Item and any supply chain data that has been detected for that item.

• Violation Type grid – displays a list of each type and quantity of violations currently present in the BomDoc. Click the filter icon to display only those BOM Items that fail that BOM Check. Note that a BOM Item can fail multiple BOM Checks.
• BOM Checks – click to open the BOM Checks dialog in which the Report Mode can be configured for each possible Violation Type.

This region of the panel is used to configure which parameters are displayed for each BOM Item and the data sources that are available for those parameters.

• Sources – in addition to the data added directly into the BomDoc (), the default data sources available in ActiveBOM are the schematic component parameters () and the Workspace library component parameters for Workspace content (). From these sources, ActiveBOM generates the main project BOM Item grid. The BOM also can also include information taken from the following additional data sources:
  • PCB – enable to include PCB location/rotation/side of board data in the available Columns for each of the components.
  • Database – enable to load additional component parameters from an external database (*.DbLib, *.SVNDbLib, or *.DbLink).
  • Document – enable to include all detected schematic document parameters across all schematics in the PCB project in the available Columns.
  • Altium Cloud Services – enable to access a broad range of additional component data for those BOM Items that have been identified by the Altium Parts Provider and show a supply chain solution.
• Columns – list of all available sources of part information available to ActiveBOM. The Columns region can be sorted by clicking on any of the heading fields.
  • Visibility – each row has an eye icon; click to control the visibility of that column in the main BOM Items grid.
  • Source – displays an icon to show from where that parameter is sourced.
  • Column Name – the name of the property/parameter as defined in the source document or as entered for a user-created BomDoc column.
  • Alias – if required, an alias can be defined to rename a column.
  • Source display checkboxes – below the column grid is a row of checkboxes, one checkbox for each data source currently enabled for the ActiveBOM, as shown here: . Clear the checkbox to remove all parameters from that source from the BOM Items grid.
  • Add – click to add a new Custom Column to the BOM Items grid.

The Library Migrator's associated Properties panel settings provide advanced control over the migration configuration for the selected library (or sub-library group). The panel's option settings are defined by the default system settings or those specified by the applied Component Template. The settings are user-editable, allowing you to change the migration process as required, and may be restored with the Reset to Default link (top right).

The panel's General tab sections are as follows:

• General:
  • Component Type – The type of component detected by the migrator for the selected library, and by association, the template that is applied (see Component Template below). Overrule this setting by editing the field, which will create a new component type, or by selecting an alternative type using the drop-down menu options (or via the button) – this is another way to address an uncategorized component issue. Choose the [LibraryName] option to set the type to be the name of the selected library.
  • Component Template – The Workspace-based Component Template that will be applied to the migrated components, and by association, their Component Type setting. Overrule this setting by selecting an alternative template using the drop-down menu options (or via the button). Set this option to [Create new] for the automatic creation of a template derived from the source library parameters and the Library Migrator's current settings, or choose [No Template] to prevent a template from being applied or created.
    Note that the Component Type and Component Template settings are effectively bound together when set to an available Type/Template – for example, if either is set to Capacitors the other is automatically set to Capacitors. However, if in this case the Component Template setting is changed to [Create New], another Capacitors template (named with an appropriate version/revision suffix) will be created to comply with the current settings. Existing Component Templates are not altered by the migration process.
• Parameter Mapping – The parameter matching between the library parameters and those in the applied component template (or the default settings where no template is available), and also the type of value for each parameter (Text or a unit-aware type). Use the Source Library Parameter column drop-down menu options to change the mapping, and the Type column menu options to overrule the existing setting determined by the template or defaults. Choose the <Skip> option to not include a parameter. Any parameter that has not automatically been matched to a source library parameter (is set to <Skip> by the system) can be manually mapped to a suitable Template parameter – for example, the source parameter ROHS might be selected to match the RoHS Compliant parameter defined by the Workspace template. Parameter names can be edited, and Parameter sets can be added, edited and removed. The base component parameters (ID, Name, Description) may be remapped, but are otherwise read-only.
  For the Workspace Parameter ID, the Source Library Parameter is set to <Auto>. This results in component IDs automatically created based on the Naming Template specified in the panel's Component section, found under the panel's Advanced tab. The ID mapping can be changed to use any parameter in the source library (that is unique for each component entry) by choosing an alternative from the Source Library Parameter drop-down menu. Note that the base component parameters (ID, Name, Description) may be remapped, but are otherwise read-only.
• Part Choice Mapping – The list of manufacturer part or supplier link parameters recognized by the migrator, which will be used to derive Part Choices entries for migrated components. Use the drop-down menu options to redefined the mapping, or add and delete mapping sets. Note that by default, manufacturer part and supplier link parameters are not included (are skipped) in the migration process. Where multiple supplier links are included with a library component, the primary supplier reference (Supplier 1 / Supplier Part Number 1) is used for the Part Choices field entries.
• Migration Checks – View or set the migrator's error/warning response to violations of the migration validation rules. Use the Report Mode drop-down menu to change the response and icon for a Violation Type entry. Note that if the Fatal Error report mode is selected, it will block the migration process when this violation is detected.

The panel's Advanced tab offers settings for all migrated data object items, as set by the system defaults or the applied Component Template. These includes Component, Symbol, Footprint, and any created Component Templates. The settings for each migration object include:

• Folder – The target Workspace folder for the migrated object, which may be manually edited (e.g., to create a new target folder) or selected via the browse button ().
• Naming Scheme – The object's Workspace naming specification as defined by the Component Template, or in the absence of an active template, the scheme set for the target folder (or as manually entered). Use the drop-down menu to choose from the available Naming Schemes. Note that a change in target folder path (Folder) may be accompanied by a change in the applied Naming Scheme, as set by the folder itself or by an applied/associated Component Template.
• Revision Naming Scheme – The naming arrangement used for the object's Workspace revisions, as set by the applied template or selected from the entry's drop-down menu options. Only those schemes enabled by the system will be available as an option.
• Lifecycle Definition – The Lifecycle system that is used for the object, as set by the applied template or selected from the entry's drop-down menu options. Only those definitions enabled by the system will be available as an option.

• Switch to Dialog View – after launching the command, the view mode will change from Document View to Dialog View, which opens the PCB Rules and Constraints Editor dialog.

• Units – use to select the measurement unit as desired.

• Select – when enabled, the filtered objects will be selected in the design space.
• Zoom – when enabled (default), the filtered objects will be zoomed and centered (where possible) in the design space. Use the Zoom Level button to adjust the zoom factor that will be used to zoom in on filtered objects.
• Normal/Mask/Dim drop-down – provides options for visibly contrasting filtered and unfiltered objects within the design space.
  • Normal – filtered objects are visible in the design space and the appearance of unfiltered objects remains unchanged.
  • Mask – filtered objects are highlighted in the design space with all other objects made monochrome.
  • Dim – filtered objects are highlighted in the design space with all other objects retaining their colors but shaded.

• Scope – lists all the scopes that have been defined.
• Query – displays the queries defined for the associated scope.
• Import – use to import the selected scope to the Constraints Editor. This option is only available and accessible if a scope is selected in the dialog that is not already in the Constraints Editor.
• Export – use to export the selected scope to the Constraints Editor.
• Edit Library – use to open the Scopes Library dialog, where you may store query-based object matching scopes. custom scopes can be imported, managed and exported for reuse in other custom constraint rules.

• Check – use to begin Design Rule Checking (DRC). Violations of constraint rules (i.e. when the specified and scoped limits are exceeded) will automatically be indicated in the last column of the individual rule that is in violation denoted by  once the DRC is complete. The total number of violations is shown in the top-right of the editor next to the .