It's not the clearest feature to the novice, not the most "discoverable" sort of thing. Though I'm not sure how it could be presented better. Things to be aware of:
- Re/Compile project after opening (also happens during PCB update)
- See the shadow numbers on designators
- See the extra tabs at the bottom of SCH view
I don't think there's a shortcut or menu option for this Compile View; it's entirely something you have to figure out by eye and mouse. One of the few things you can't do in multiple ways in AD.
Tools/Annotate gives control over how these (compiled, physical) numbers are assigned, and they can also be customized from Compile View (which will add an .annotate file to the project). It can be illustrative to generate names on different offsets (e.g. prepend channel index to designator index, R101, R102, etc. --> R1101, R1102, ...; R2101, R2102, ...), though this takes up more space for the labels (if they're placed) and may not be worthwhile in a small design.
Note that, since channels are done by whole components, you can't split parts of a logic gate, for example, across channels. This maybe isn't surprising, but some other tools do allow this (to varying degrees of success; I recall Multisim always shifting around the designators, making it difficult to keep sync with the PCB!). If you have extra gate sections you could use, you either need to take those connections up to the parent sheet and put the gates there (or on sibling sheets), or use smaller devices (like the 74HC2G00 and friends), or settle for the waste.
Other not-very-evident things:
- Check BomDoc (if in project) for extended part information, also just generally collecting BOM info better than the Export / OutJob dialog does
- Check Variants for alternate parts/assemblies and DNPs
- PCB: regularly check Project / Component Links; even if everything shows matching, the link codes can get messed up, just popping in and hitting Update can reduce possible spookiness (components not highlighting/cross probing/updating, designators not annotating, etc.).
- SCH<-->PCB updates aren't automatic, you have to use the command. You don't have to run it; you can use this to view differences in either direction. Also, updating to PCB is the only one that really works; there's no automatic SCH editing, at best just changing labels/text fields.
- Repour polygons from time to time. Can be done automatically (Tools/Preferences, Repour Polygons After Modification) but can sometimes accumulate errors that a fresh repour will solve (e.g. overlapped polygons that've poured around each other multiple times).
(Polygons have been historically one of the worst programmed things in the tool; back in the AD10 or so days it could take minutes to repour a complex board. Just, unconscionably bad scaling. It was optimized a bit since then, and I forget if AD17 or 18 or which improved it further, but it's reasonably practical nowadays to leave auto-repour on.)
I don't know how much of this is relevant; if you're mainly just viewing and inspecting designs, not editing, don't worry about several of these. The others, may give you some ideas of where to look to find fab/assy information quickly.
Cheers,
Tim