Fill in the new part

  1. At a minimum, you should specify the part record's Owner, Number, Data revision, Part name and Lifecycle phase on the General tab.

    The part type that you've selected determines various part attributes. If you select a partner as the Owner, then some features (such as the 123 "AutoNumber" button) may be disabled.

    It's usually acceptable to change the assigned revision or lifecycle values. For example, if you're creating a new iteration simply to promote a record to a new lifecycle (say, from Preliminary to Production), then you may modify the lifecycle and restore the previous revision to indicate that the technical content hasn't changed.

  2. If you need to apply security access settings associated with a Product Family collection member, drag the member from the Collection Explorer and drop it on the Product families list box.

  3. Provide additional information or keywords in the Revision area and Release description that can be used to help users search for this revision. The Revision area may be used to identify where the change occurs (say, Mounting flange). The Release description summarizes how the technical content has been changed (for example, Removed interfering material). This is shown on the change form Affected list as a brief note to reviewers.

  4. Use the data on the Attributes tab to identify information required by your engineering process and manufacturing system, such as Default unit of measure and Make/buy code.

    If a BOM can be assigned a unit of measure different than the part's default and the part's default is later changed, then verify that the unit of measure originally assigned to the BOM is still relevant.

  5. To create a new task, drag a Person member from the Collection Explorer, and drop it in an empty area on the Tasks list. Enter the Assigned to, Due date, Status, Priority and Task description values.

    The assigned task appears in the Item Explorer's Tasks list until the task is completed or canceled, or the part record iteration is released.

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Help Guide Contents [PDF]