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  1. Open the panel via the panels button

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    1. If you see this just hit the blue “Use Existing Components”

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  2. Select component type via the dropdown menu at the top of the panel

  3. Filter results (opened via the button in the top left of the panel)

  4. Just Click + Drag the component in or Right-click and select “Place”

  5. Adjust component position as needed (click and drag)!

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Designating Hierarchical Documents

Read the below section to learn more about hierarchical projects. Your project is probably hierarchical if it has the green sheet symbols shown in the below schematic.

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Note how in the above schematic, there are multiple .SchDoc files that are being used more than once. When this occurs components will be given a primary designator using the normal annotation process. In parenthesis will be the unique designator assigned to each component, as shown in the below screenshot.

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This will work, however to meet Vault Guidelines, the unique designators should be swapped to use letters. This allows for significantly easier reading and placement of designator's once pulled into layout.

Step-by-step below:

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  1. Within the same menus as the above tool, select the “Board Level Annotate…” tool (Tools > Annotation > Board Level Annotate…)

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  2. Click “Annotate Options”

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  3. In the pop-up, set the new designator naming scheme

    1. This can be set by clicking the dropdown menu, or typing your own variables from scratch

    2. See {link} for what we recommend to select

  4. Click OK

  5. Click Annotate

  6. Click Accept Changes

  7. Click Execute

  8. Close everything out!

{further directions for using the tools needed in hierarchy}

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Hiding Rooms

Check out Altium Reference, Tips, Troubleshooting for how to hide rooms when you’re in layout. {need to add to page and link to section}

Room Creation

By default, hierarchical sheets will each create a “component room” when pulled into PCB layout. These rooms can be moved, copied, and manipulated with all the components and copper put within them. Additionally, rules (and any other queries) can be applied on the room level.

These are generated any time changes from schematics are pushed from schematics to layout. This behavior can be turned off or modified as needed.

Hierarchical Annotations

See above ({ link }) for how to annotate hierarchical projects.

Easy Copying

As shown in the Shepherd screenshot at the start of this section, hierarchy can be used for repetitive circuits. This saves time not only in schematic, but also in layout thanks to rooms.

  1. X {need to figure out steps to get repeater to work}

  2. X

  3. X

  4. X

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