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Simple, flexible product lifecycle management software for growing companies™

Filling 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 AutoNumber button) may be disabled.

  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 listbox.

  3. Provide additional information or keywords in the Release description and Revision area that can be used to help users search for this part record revision.

  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.

  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 revision is released.

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