How To Insert A Plane In Solidworks

Alright, let's talk about planes. Not the kind you fly in – unless you're designing those in SolidWorks, which, hey, more power to you! I'm talking about planes in the SolidWorks universe. These imaginary, perfectly flat surfaces are essential for, well, pretty much everything more complex than a perfectly symmetrical cube. Think of them like the foundation of your virtual house. You wouldn’t build a real house on thin air, would you?
Now, you might be thinking, "Why do I even need another plane? SolidWorks already gives me three!" True, you start with the Front, Top, and Right planes – the holy trinity of CAD. But sometimes, those default planes are about as useful as a screen door on a submarine. You need a plane in a specific spot, at a crazy angle, or offset by some random dimension. That's where the magic happens.
Why Bother With More Planes?
Think of it like baking a cake. You have your standard ingredients (those initial planes), but sometimes you need to add that extra layer of frosting, or maybe some wacky, edible sprinkles. Those additions need a place to start, a surface to adhere to. SolidWorks planes are the same – they're the starting points for new features, sketches, and all sorts of geometrical shenanigans.
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Let's say you want to create a support rib on your 3D model. Can't sketch it directly on a curved surface, can you? You'll need a plane that's tangent to that surface, acting as your own personal runway for your sketch. Without it, your rib is just going to float in the ether, looking confused and lonely.
Or imagine you are designing the next best smartphone, and you need a slightly angled surface for some futuristic speaker grill. You won't get the perfect angle by sketching on one of the default planes. You need a custom plane, angled precisely, and BAM, your design is going to be awesome!
Trust me; mastering plane creation is like unlocking a secret cheat code in SolidWorks. It opens doors to design possibilities you never knew existed.
The Almighty Reference Geometry Menu
So, how do we conjure these planar wonders? The answer lies within the Reference Geometry menu. It’s like the wizard’s spellbook of SolidWorks. You'll find it under the "Features" tab. See that little downward triangle under "Reference Geometry"? Click it, and you'll see the "Plane" option staring back at you, begging to be clicked. Go ahead, don't be shy.

Clicking "Plane" brings up the Plane PropertyManager. It's a bit intimidating at first, with all its options and boxes and mysterious symbols. But don't panic! We'll break it down. Think of it as ordering a complicated coffee drink at a fancy café. You just need to know the basics.
The First Reference: Your Anchor Point
Every plane needs an anchor, a starting point. This is your First Reference. It could be a point, an edge, a face, another plane – basically anything geometrical that SolidWorks recognizes. Think of it as choosing the location for your new house. You gotta pick a spot, right?
Example 1: Using a Face
Probably the simplest case. Select a face on your existing geometry. SolidWorks will create a plane parallel to that face. You can then enter an offset distance in the "Offset Distance" box. This is like building a parallel universe a certain distance away from your original.
This is super useful when you need to sketch something a specific distance away from a surface. Imagine you are designing a housing for an electronic component. You could select the face where the component goes, and create an offset plane to use as a base for the other parts of your housing. Easy peasy.

Example 2: Using an Edge and a Point
Select an edge, and then select a point. SolidWorks will generate a plane that runs through that edge and that point. This is useful to create planes that are at an angle to the existing geometry. Think of it as setting up a ramp using an edge as the base and a point that dictates the angle.
Example 3: Using Three Points
Here's where things get interesting. Select three points. SolidWorks will create a plane that passes through all three points. Now, these points can't be collinear (meaning they can't all lie on the same straight line). If they are, SolidWorks will throw an error, and you'll feel like you've failed geometry class all over again. Think of it as trying to balance a table with only two legs - it just won't work. You need three, non-collinear points to define a stable plane.
This is great for creating planes on oddly shaped objects, where no existing face is quite right. Find three strategic points, and boom – you have your custom plane.

The Second and Third References: Fine-Tuning Your Creation
The Second and Third References are where you really start to sculpt your plane into the perfect position. These references are optional, but they allow you to add even more control. It’s like adding salt and pepper to a dish, it might be ok without it, but it will be perfect with it!
Let's say you've already defined your plane's position with the First Reference. Now, you can use the Second Reference to make the plane perpendicular to another face, or parallel to an edge, or tangent to a surface. You'll see a dropdown menu in the PropertyManager that lets you choose these options. Think of it like telling your plane, "Okay, now, tilt this way!"
The Third Reference gives you even more control. Use it to further refine the plane's orientation or position. You can even create a plane that's midway between two faces. This is like the cherry on top of your planar sundae.
Common Plane Creation Techniques
Here are some common scenarios and how to tackle them with planes:
Parallel Plane at a Specific Distance

- Select the face you want to be parallel to.
- In the Plane PropertyManager, enter the desired offset distance.
- Click the green checkmark. Done!
Plane at an Angle to an Edge
- Select the edge.
- In the Plane PropertyManager, select a second reference, like a point on another edge or a face.
- Adjust the angle in the "Angle" box.
- Click the green checkmark.
Midplane Between Two Faces
- Select the first face.
- Select the second face.
- In the Plane PropertyManager, choose "Midplane" from the "First Reference" dropdown menu.
- Click the green checkmark.
Pro Tips and Tricks
- Flip Offset: Notice that little "Flip Offset" checkbox in the PropertyManager? It's your friend! If your plane is going in the wrong direction, just click that box, and it'll magically switch sides.
- Multiple Planes: You can create multiple planes at once! Just check the "Repeat" box in the PropertyManager. This is like making a whole batch of cookies at once – efficient and delicious!
- Naming Your Planes: Give your planes meaningful names! Instead of "Plane1," "Plane2," "Plane3," try names like "RibSupportPlane" or "DisplayAnglePlane." Your future self will thank you.
- Showing/Hiding Planes: Right-click on a plane in the FeatureManager Design Tree and choose "Hide" or "Show." This keeps your screen uncluttered when you don't need to see them.
- Use Existing Geometry: Use vertices, edges, and faces from your existing model as references as much as possible. It will make your model more parametric.
Practice Makes Perfect (Or at Least Decent)
Like any skill, creating planes in SolidWorks takes practice. Don't be afraid to experiment, try different combinations of references, and make mistakes. That's how you learn. Think of it like learning to ride a bike. You're going to fall a few times, but eventually, you'll get the hang of it, and then you'll be zooming around like a pro.
The more you play with planes, the more intuitive it will become. You'll start to see the world in terms of planes – not literally, but in a CAD-designerly kind of way. And before you know it, you'll be creating complex, intricate designs with ease.
Beyond the Basics
Solidworks offers more advanced plane creation tools. Equations can be used to control the offset distance or angle of a plane. Combine with global variables for easily adjustable models. Surfaces can be used to create planes that are tangent to complex curved shapes. Experiment with these tools to unlock even more power in your designs.
So go forth and create planes! Master this fundamental skill, and you'll be well on your way to becoming a SolidWorks wizard, capable of bringing your wildest design ideas to life. And remember, if you ever get stuck, just remember the magic words: "Reference Geometry!"
